CARA 310 Major New Features Summary Description Subscriptions Notifications Added ability to subscribe to folders When a folder is subscribed the user receives notifications when any document in that folder is changed ID: 651696
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CARA 3.10 Major New FeaturesSlide2
CARA 3.10 Major New Features
Summary
Description
Subscriptions / Notifications
Added ability to subscribe to folders. When a folder is subscribed, the user receives notifications when any document in that folder is changed
Ability to use locale variable in Advanced Search field query
In Advanced Search configuration there is now an option to define a DQL for an attribute. Added the ability to use ${locale} variable in it which is replaced with the user selected locale (based on the login screen)
Script Library Importing
Currently every script library is imported to every script which makes troubleshooting complex and impacts performance. Now you can control which ones it is imported to.
Audit Creation Scripts
Added ability to configure an audit creation script in Audit Configuration which is executed during audit creation so the
dm_audittrail can even be updated/customised before creation
Creating / Importing
If there is only one value, the Create / Import dialogue now pre-selects the classification automatically
Task Script – Advanced processing when user access is temporary
Currently the task script executed during task completion doesn’t allow executing advanced processing like state changes when a user has been granted only temporary access to the document. Such processing is now allowedSlide3
CARA 3.10 Major New Features
Summary
Description
Tasks as Packages
Workflow package functionality has been
finalised in this version
Staging Area Preview
Added the ability to preview a document in the Staging Area via the Preview Panel or context-sensitive Preview menu item.
Ability to use different Notification Templates per Task Template
Added the ability to use an email notification per task template. By default the standard email template is used (Issued, Delegated, Completed, etc.) located in the notification/
en folder. Added ability to use a dedicated template per Task Template. So when a Notification Template exists with the preceding Task Template name, <task_template_name> - <notif_template_name>, e.g.
’Author – Completed’, then it is used instead of the standards notification templateSlide4
CARA 3.10 Major New Features
Summary
Description
Applet
Updated Code Signing certificate for Applets
CARA Annotations
Added Annotate standard menu action opening CARA Annotation Services
CARA Annotations
CARA Annotation Services
– implement automatic notes saving
Check-In
Add a Quick Check-In: multiple files with a single clickConfig
. Mgmt.
CARA Config export/import does not overwrite CARA Server Lock objects
Custom Actions
Custom Actions
–
ability to overwrite Check-Out and Cancel Check-OutSlide5
CARA 3.10 Major New Features
Summary
Description
Drag & Drop
All drag & drop to Tags
Drag & Drop
Ability to switch off ‘add relationship’ on drag & drop
Menus
Ability to add standard CARA menu options available for menu item grouping
Performance
Document forms
– improve performance of finding a formSearch
Tooltip for incomplete strings in Advanced Search
Workflow
Force workflow to completion
Workflow
Package workflows
–
also for single documentsSlide6
CARA 3.10 Major New Features
Item
Description
Lifecycle configuration
–
version documents before state changesAdded a new option in Lifecycle configuration
– version the document before change state. Also modified the Status Manager dialog to refresh the object to the new version when necessary
Lifecycle configuration – validation script
Added ‘Validation Script’ tab and script field to the lifecycle transition configuration dialog
Terms and Conditions
Modified ‘terms’ processing work and added cara.xml configuration to control it:‘Terms’ section with options
Header: custom dialog header, ’Terms and Conditions’ by defaultFormat – TEXT or HTML depending on the file formatfile_path_relative and file_path_absolute depending on which path is used –
relative to the webapp or absolute.display_before_login: whether the message is displayed on every CARA URL access (a user cannot mark it as read and hide it)
Workflow
Force workflow to completionSlide7
CARA 3.10 Major New Features
Item
Description
Task Manager
–
Removing last recipient’Force to Completion’ added
Dashboards
– define Add button based on object type
Dashboard Report – add ability to define New Item button based on defined object type that opens a new document screen, similar to the New Item Shortcuts. Add a new ’New Item’ tab. When defined, a new button on the dashboard report should be displayed allowing creation of the object.
Portal User Experience based on Dashboards
Added a new User Experience named Portal. It is available to be configured as default in cara.xml. There is also an option to disable it and change the label to something else. When selected, it offers all Dashboards marked as ‘Available in Portal’. The first one should be displayed and the others should be available under Dashboard button.Slide8
Major New Features: CARA REST Services
CARA REST Services now include:
Forms
Custom Actions
Dashboards
API TesterSlide9
Popular Existing Features
Build your own tree view
–
choose any properties and browse documents in a different way (Dimensions) or create a tree from complex queries for users to navigate
Dimensions & Snaplists
Extensible panel showing widgets – choose from core set (e.g. properties, renditions) or create your own, linking in any web service as a widget
Widgets
Define different views for different user groups / usage scenarios – completely personalised view and set of features
Document Views
Give users varying functionality and complexity, from simplicity (no toolbars, no folder tree) to high functionality (multi-window multi-tasking) and everything in between
User Experiences
All settings (column displays and widths, dimensions, filters, and so on) are saved for each user. The user can log in anywhere on any machine and the same settings are applied.
User Preferences
Configure every aspect of the user interface as well as business roles like dynamic security, folder paths, data dictionaries, numbering, naming etc. All without customisation and cost.
Configuration