E.S. Fox LtdDocument

Managment System

The contractor of choice

Agenda

Introduction to E.S. Fox LtdCustomizationsThe DocuShare Group

Jacob WesterhofPMO ManagerE.S. Fox Ltd.

E.S. FOX LTD-CONSTRUCTORS

Company founded in 1934 - as Residential/Commercial Plumbing & Heating Company (77 years service)

Privately owned (3rd-generation) Canadian Corporation

Salaried Employees - 350 Field Employees - 800 - 1200 Peak (1900)

E.S. Fox Ltd.

Hardware / Software Structure

Some of our Customizations

Banner Images Flash Row Highlights News and Announcements Mail Agent Message Project Home Link Favicon Advanced Reporting Template (Collections and Groups)

DSExport and DSImport JAVA API Advanced Workflow Development

Working with DocuShare Support and DSE

Banner Images

C:\Xerox\Docushare\tomcat\webapps\docushare\en\images

More than 4 banners?

C:\Xerox\Docushare\tomcat\webapps\docushare\javascript\common\banner.js

Logos

C:\Xerox\Docushare\tomcat\webapps\docushare\themes\blue\images

Flash Banner

Trial version of Flash Professional from Adobe

Create a Flash .swfUpload as a document into Docushare

and note the handleCode the Flash image instead of the

banner images (need help with this?)

Line Highlight

Copy dslib.vdf From: C:\Xerox\Docushare\amber\templates\system

To: C:\Xerox\Docushare\amber\templates\en\local

Change lines as Line 1133: Comment out: <tr about="${object:get_url}" id="row${objectSequenceNum}"> Insert: <tr id="row${objectSequenceNum}" onMouseOver="this.bgColor='#FFDFBA';“

onMouseOut="this.bgColor='#FFFFFF';">

Line 1500: Comment out: <tr id="row${object:_sequence}"> Insert: <tr id="row${objectSequenceNum}" onMouseOver="this.bgColor='#FFDFBA';"

onMouseOut="this.bgColor='#FFFFFF';">

News and Announcements

Philip ThomsonI.T. SupervisorProMinent Fluid Controls Ltd.

MailAgent Message

c:/xerox/docushare/messages/emailagent/MailagentMessages.properties

Project Home Link

Favicon

C:\Xerox\Docushare\tomcat\ webapps\docushare\favicon.ico

Advanced Reporting

ReportingUtilized Oracle Skill set and created views

to DocuShare Oracle, produced Oracle Reports

Docushare – Hierarchy ReportDocushare – Hierarchy Report

Docushare – Active/Archived JobsDocushare – Active/Archived Jobs

Advanced Reporting

ReportingUtilized Oracle Skill set and created views

to DocuShare Oracle, produced Oracle Reports

Utilized Co-op Student and SQL Server Reports (purchased from SITROF)

Advanced Reports

Advanced Reports

Advanced Reports

Template SecurityTemplate Security

Template Job SetupTemplate Job Setup

Template Job SetupTemplate Job Setup

Uses only DSExport and DSImportChanges the XML as neededCreates Project Specific GroupsCreates Collection Structure

Template Job SetupTemplate Job Setup

Uses JAVA APICreates Groups and CollectionsApplies Group access to CollectionsCreates email alias groups and applies to Collections

Template Job SetupTemplate Job Setup

Template Job SetupTemplate Job Setup

Advanced Workflow

Advanced Workflow

Advanced Workflow

Advanced Workflow

Advanced Workflow

Call Java (with API calls)Copies template to create collectionsCreate email alias groups and attach to collectionsEmail user that workflow is done.

E-mail IntegrationE-mail Integration

• Not going to train users to use the subject/first line TAGS

• We needed an easier way to provide for e-mail integration

• Discussed with Ann Bernath of NASA, JPL Electronic Library Service

• Implemented alternate e-mail integrations as follows:

E-mail IntegrationE-mail Integration

1) Created group in Docushare2) Linked Group to Collection3) Provided E-mail alias on Group4) User now sends e-mail to

groupalias@ds.esfox.com and this e-mail is put into the collection linked to the Docushare group

E-mail IntegrationE-mail Integration

**created these groups (13) on our template and modified template copy to also copy these groups

EG: 07-7715internal@ds.esfox.com puts a copy of the e-mail in the collection in 07-7715

Correspondence Internal

DocuShare Support and DSEDocuShare Support and DSE

Doughttps://docushare.xerox.com/doug

DSDN – Subscriptionhttps://docushare.xerox.com/dsdn

Development Licenses Development examples Support

The DocuShare Grooup

www.thedocusharegroup.com

docushareug@gmail.com

Questions?Questions?

Thank you.Thank you.