The OnBase Unity Client: Briefcase, Forms and New Features Colleen Alber Software Product Evangelist Hyland Software, Inc.
Unity is a platform.
Deliver robust functionality to users, while not going broke administering the software.
Smart Client (Thick) Client Unity Client Web Client
Features Administration Integration
Next generation OnBase desktop client designed to facilitate ease-of-use.
Business Users
Increase User Adoption Improve Workforce Productivity Minimize Training and Support Costs
Familiar Tabbed Ribbon Microsoft Office
Top Five key features 1 2 3 4 5 Integrated Workflow Document List Organization Custom Query Filters Send To & Advanced Mail Home & Favorites
1 Integrated Workflow
Workflow Classic Interface
2 Document List Organization
Sort Columns (Ascending/Descending)
Group, Shift, Stack, Resize Columns
Save/Clear Customization
Column Filtering
3 Custom Query Filters
Text Filter
Instance Filter
Pinch Filter
4 Send To & Advanced Mail
Encrypted PDF with Note
5 Home & Favorites
But that s not all. Not even close.
Forms & Briefcase
Unity Forms Page 1 Page 2 Page 3
Calendars Validation (###) Masking Tabbed forms User Group-based security
Themes and Signatures
Calculations
Cascading Data Sets
More Features! Custom actions (field triggers) make sections appear/disappear based on user selection Read-only security at section, page and field levels Auto-number (incrementing) keywords Drag/drop from toolbox or double-click control to add it to the form Offline support via Unity Briefcase
Create electronic forms without coding, yeah right?!
Unity Forms Designer
Unity Forms Point-and-click designer provides configuration of advanced features without scripting! Platform and browser compatibility built-in Internationalization out-of-the-box Share/embed forms in Web pages, SharePoint sites, e-mail links, to an ipad, even offline (12.0)! Test drive forms before publishing Upgrade without issues
Unity Briefcase
Create/Edit Forms (with Signatures) Document Acquisition Add/Modify/Delete Notes Document Revisions (EDMS) Conflict Resolution
Unity Briefcase No one else has this at least not in ECM space Benefit is the offline experience keep working regardless of network availability EVERY organization has examples of disconnected users Process driven Documents enter Workflow upon sync Workflow push documents to Briefcase (12.0.1) ClickOnce deployment (11.0.1) Unity Forms with signatures (12.0)
Unity Client Product Community
But enough about features.
Next generation OnBase desktop client optimized for a WAN environment.
IT Department
Centralize Administration & Installation (Increase Security, Reduce Vulnerability) Improve Remote Connection Speeds
Centralized Administration Many Unity Clients 1 Disk Groups Application Server Database HTTP/S Connection Centralized administration: Database (ODBC) connections Disk Group (NTFS) permissions Execution of business logic
Centralized Admin = More Secure
STORAGE SERVER CLIENT INTERNAL NETWORK INTERNET OnBase Unity Client OnBase Unity Client HTTP Firewall HTTP/ HTTPS OnBase Application Server OnBase Application Server Firewall Database & Disk Groups
OBOL customers can choose a client!
How do we easily install on hundreds of workstations?
and automatic updates!
Unity Client is Windows 7 certified
Fully supported in virtual environments
Distributed ODBC Distributed file access Slow remote connection Workstation execution
Let s fix this problem.
Centralized ODBC Centralized file access Faster internal network Server execution http http http http http
The Unity Client is just one example.
Next generation OnBase products that are built on the Unity platform.
Shared Interface and Features Same Centralized Administration User s Preferred Application
Unity-based Integration Products Unity Briefcase Integration for Microsoft Outlook 2007/2010 WorkView Integration for Outlook 2007 Office Business Application for 2007/2010 Report Services (Excel Add-In) Application Enabler
Integration for Microsoft Outlook 2010
Office Business Application for 2010
Application Enabler
Conclusion
Unity is a Smart Client platform a rich, desktop interface that is optimized for a WAN environment
F o r U s e r s F o r A d m i n s Interface Features Usability Consistency Training Support Architecture Deployment
Unity Client Product Community
Thank you! Colleen Alber Hyland.com/Community