Fred 2.2 webinar 130820 slide set

2009 - Proprietary and Confidential Information of Xenit Solutions

SIMPLE – SMART - SWIFT

FRED 2.2 –Alfresco Desktop

June 30 2013

1

Peter Morel – Director S&M


Fred 2.2 Webinar Agenda

• Fred overview

• What is new in Fred 2.2

• Demonstration

• What is coming up in the next release

• Q&A

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What does bring to the table?

• Desktop window to Alfresco

• Standard daily document operations

• Lower the barrier to centralised ECM

• Maximising the acceptance by the end user

• Works from any place in the world

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brings a new dimension of usability


Fred 2.x – It looks and feels like your C Drive

2

Sophistication through simplicity

Navigation pane Details pane Metadata pane Preview pane(multiple view modes)

Favourites &

Saved Searches

Metadata Columns( selecting, sorting, column sets, …)

Viewing &

Editing


Super fast browser – Everywhere!

Fred customer with main office in Belgium and offices at West Coast

“This is a wonderful tool! I was able to successfully browse through the directories, open existing documents and create and edit new documents with very little difficulty. It is surprisingly responsive. The first launch is a little slow as expected, but after the initial launch the performance was excellent - much faster than I expected. This will be very useful.”

Angela from the West Coast

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Some reference customers

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Insurance Hospital Government

GovernmentIndustry Government

GovernmentHospitality

Oil and material trading

Construction

Industry

Industry

Finance


Overview functionality

Functionality categories in current release• Navigation• Drag and drop• Handling

– Email– Files– Folders– Metadata– Permissions– Views

• Searching, Grouping and Filtering• Document Templates• Workflow• Fred Behaviour Configuration and

settings• Desktop and Application Integration

• Installation and upgrade• Authentication & Security• Performance (Backend)• Performance (Frontend)• Monitoring & Support • Localisation

In the future• Off-Line Sync • Collaboration• Rules & Notifications• Other OS Platform• More integration capabilities with

third party applications

2


Configurable Context driven Menu commands

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Files FoldersDocument templates

Configurations

Edit Off-line

Links

Versioning

Previews

Metadata

Can be adapted

to specific project


How helps finding back documents and folders

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Add/remove criteria

Group by metadata

values

Sort by meta data value

Filter by metadata

values

Open the folder in which

the document resides

Search all or for

specific values

Select meta data columns

you want to see


How makes managing access rights easy

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Select users

or groups

Set user rights

View inherited

user rights

See where inherited rights are set Browse through the path and see user rights

View user rights

set in folder


Fred 2.2 – Main new features – June 2013

• Workflow• Navigation

– Opening Fred from an external application – Fred://

– Column views enrichments

• Handle files– Create PDF– Zipping documents

• Search– And, Or and () operators– Search on Alfresco link

• Metadata: lock owner, version info

• Configuration– Standard mechanism to

embed web UI• Digital signature• Annotations of documents –

Daeja View One

– Configurable Column & Column Set menu

– metadata panels– searchable properties

• Performance– Local DB (Mongo DB) for

persistent caching– Faster start-up and even

faster browsing

• Maintenance– Enhancements in Log file

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Some features

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Off-line availability of documents and metadata -

Working Copies

Configuration files in Alfresco repositoy for

Column menus, Metadata pane, …


Fred 2.2 - Workflows

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DEMONSTRATION

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supports

• Multiple Alfresco repositories• Personalized and corporate settings• Corporate ECM policy• Multiple languages: English, French, Germany,

Spanish, Dutch, …• Network Security

– Single Sign-on– Proxy Server– SSL, https communication– Kerberos, NTLM V1

• Alfresco Clustering• Runs in Citrix environment• WIN XP, Vista, Win7 (32 & 64bit)• Outlook 2003, 2007, Thunderbird, ...

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In depth tested by

IT departments of


How to adjust the behaviour of

• In Alfresco– Fred respects the Alfresco functionality for standard document

handling– Build your corporate document model Column views– Automate the metadata using rules, ...– Build corporate document templates– ...

• In Fred– Modify the behaviour using corporate setting: click behaviour,

menu, ...

– Add corporate views to the standard column set list– User can modify some behaviour to his personal preference– ...

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benefits

For the user

• Brings ECM closer to the user• Very easy to use• Intuitive: looks like explorer, acts

like Alfresco• Fast to browse and search• Supports your day to day work• Assists in adding intelligence to

documents• Displays the information you

work on• Avoids double work• Works from anywhere and in the

same way• Raises your personal productivity

For the company

• Raises the acceptance• Guides the input of the users• Increased quality of the input• Corporate guidance on the

document metadata• Helps to make the documents more

uniform• Supports company policies• Helps the users to focus on the

corporate repository and less on the C:/

• Easy way to gradually introduce new functionalities to the end users

• Close to zero training installation!

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http://www.xenit.eu/


Fred 2.3 – Oct 2013 feature candidates

• Views

– Focussed view on Folder content with virtual folders

• Search:

– Facetted search

• Enterprise configuration and governance

– Metadata quality enforcement

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Facetted Search

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Fred further down the road

Fred 3.0 candidates• Off-line sync (Read only, new

documents)• More Custom views• Social ECM: people, voting, commenting, follow,

…

And more

• Full Off-line synchronisation• Other OS: Linux, Mac• Many extra practical features

– Versioning: compare, …– …

• Extend workflow support• Supporting rules• Some collaboration tools• More admin functions• E-mail: enhanced archiving

functionality• Fred for the Cloud• ...

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Warning: roadmap is a work-in-progress and subject to changes

Other important future topics• Enterprise configuration

• Column sets (corporate, individual, location sensitive, …)

• Department specific templates• Centrally adaptable context menus• Corporate/private saved searches

• Handling files (optimize edit/check in, recycle bin features)

• Navigation (Tab handling, connect to multiple repositories)

• Drag and drop (tab to tab, Fred to Fred)• More DAM and multimedia support


LAB DEMONSTRATION

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Fred trials in the world

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Visit http://www.xenit.eu/fred and register for a free trial

or send your questions to [email protected]

http://www.xenit.eu/fred

mailto:[email protected]


… making document management easier

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Visit XeniT @ www.xenit.eu

and sign-up for a free Fred trial

Mail: [email protected]

Skype: peter_morel

http://www.xenit.eu/

mailto:[email protected]

Fred 2.2 webinar 130820 slide set

Technology

Transcript of Fred 2.2 webinar 130820 slide set