Welcome! We

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Welcome!Were Glad Youre Here!
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Whats New In Version 5.1b-100
Welcome to The AnnualInformation Records
Associates, Inc.User Conference May 20, 2009
Your Hosts Dan Beery Pete Bryant
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Whats New!

• What well discuss during this session
• New Features Available In The Administration
  Utility.
• New Features Available In The Web Client.
• How These New Features Can Help You Achieve
  Easier Management And Implementation of Your
  DocuWare Installation.
• We will touch on these features during this
  session. Further explanation or details can be
  pursued during the breakout sessions or by
  calling our support department.

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Administration Additions

• DocuWare has added the ability to define search
  criteria via SQL statements.
• This feature allows users to add intricate SQL
  queries for filtered criteria within profiles of
  file cabinets.
• Greater flexibility to define more intricate
  access to your DocuWare data.

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Turning On SQL Query Options

• You must first turn on the SQL query option at
  the DocuWare System Level for it to be active
  throughout the system.

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Assigning A SQL Query To A Profile

• Create a file cabinet profile to use the SQL Query

• Name the profile
• Check the Use Index Filter Box
• Click the Open General Search Dialog.

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SQL Query Implemented in File Cabinet Profiles.

• In the Open General Search Dialog click the Free
  SQL Statement tab.
• Type your query in the window. Continue through
  the dialog.

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Administration Additions
Select lists via ODBC connections to external
database data. Allows creation of select lists
without having to export or retype information.
This allows quicker implementation, securer data
lists and less errors.
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Administration Additions

• Synchronization workflows can be assigned to any
  user. This assigned user can initiate the
  workflow from their client workstation without
  logging into DocuWare Administration. The
  Administrator can define the workflow but another
  may run it.

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Synchronization Assignment
Synchronization workflows are then able to be
initialized from the user thick client session.
They are prompted to login when initiated. Check
the box and click synchronize to begin.
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Administration Additions

• Status Monitor For File Cabinets
• Service Information
• DocuWare Document and Page Number Information for
  a file cabinet
• Catalog Information
• Full text Detailed Information

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Administration Additions

• Saving Cabinet Settings in XML File Format
• Allows copying file cabinet settings in a
  standard file format
• Allows copying or moving a file cabinet easier
• Right Click the File Cabinet and select Export.
• For those that have used previous version of
  DocuWare you may remember the older file cabinet
  settings in a ADF file.

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Administration Additions

• Variables Within Administratively Created Baskets
  Paths
• Docuware allows system variables to be used to
  create paths for baskets created at the
  Administrative level. Example
• (\\servername\docuware\baskets\USERNAME)
• You can also use a local path, i.e.
  (C\docuware\baskets\USERNAME)

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Administration Additions

• Copy a Full Text Workflow
• You can copy a full text workflow to a new file
  cabinet that has full text enabled. Saves time
  in setting up workflow jobs.
• Right Click the Workflow and choose to copy it to
  another file cabinet.

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Administration Additions

• Lock Fields
• Individual fields in search and store dialogs can
  now be locked individually even without a fixed
  entry.
• Allows safe and secure entry or retrieval to
  restricted users.
• Just click the box to activate.

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Administration Additions

• Export Logging Files
• Allows exporting of the logging entries as XML
  files
• Logs can easily be captured and examined for
  detailed information or support calls. Prior,
  extracting logging reports was time consuming and
  required a lot of user intervention.

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Administration Additions

• REPORTING TOOL
• This utility is one of the most important tools
  added to DocuWare Version 5.1b-100.
• This utility creates a Adobe Acrobat PDF
  formatted file with all Administrative system and
  organization information.
• This can be for reference or for submission of
  compliance to IT, Government or other
  certification regulations.
• Saves time in writing or print screen creation of
  system settings, profiles, groups roles or file
  cabinet configurations.

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Administration Additions

• REPORTING TOOL
• There is no shortcut for this program. To access
  it go to the \local install\adminTool\DW5Report.ex
  e
• Login to the utility. Click the options wanted,
  reporting directory location and click The Create
  Report button.

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Administration Additions

• REPORTING TOOL
• Two files will be created if both options are
  chosen. Each is a PDF file with the name of
  Systemsettings and the Organizations Name with an
  extension of PDF.

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Administration Additions

• REPORTING TOOL
• Each of these files can be opened in Adobe
  Acrobat or your PDF reader of choice.

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Administration Additions

• Lets briefly recap the DocuWare enhancements and
  improvements we have just viewed
• SQL Query Statements
• Useable in file cabinet profile search criteria,
  search dialogs and external select lists.
• Synchronization Workflow Assignment at the client
  level and the ability for that user to initiate
  the job.

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Administration Additions

• File Cabinet Status Monitors for Document and
  Page count and Fulltext detailed progress.
• Saving File Cabinet Settings to XML.
• Windows System Variables uses in Basket
  Assignment both on the Network or Local Drives.
• Workflow Copy Options to simplify creation and
  maintenance.

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Administration Additions

• The ability to Lock fields without having to
  assign a fixed entry.
• Exporting DocuWare System Log Files to XML.
• The System and Organization Reporting Tool.

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DocuWares New Web Client

• Well now take a look at the new DocuWare Web
  Client.

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DocuWare Web Client

• Innovative Design
• Easy Implementation
• Concise Use
• Customizable
• Full Featured
• Secure

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DocuWares New Web Client

• DocuWares web client allows easy implementation
  from a central Web site.
• Security is initiated and managed from the
  DocuWare Administration Utility.
• No more editing INI files / cut and pasting GUID
  numbers as in previous version.
• Web Client is fully integrated into the DocuWare
  program engine.

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DocuWares New Web Client

• We are going to take a quick look at the changes
  to Web Client in version 5.1B-100. However, for
  those of our guest that have not seen Web Client
  we are going to show a quick 5 minute animated
  demo describing the product.

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DocuWares New Web Client

• Retrieve Linked Documents
• You can display a list of documents associated
  with a particular document directly from result
  lists and task lists, as well as from the Viewer.
  These other documents can be retrieved from the
  same or a different file cabinet. You can also
  open the documents in multiple display windows at
  the same time.

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DocuWares New Web Client

• Set Annotations on Documents
• Drawing tools, for creating lines, circles and
  arrows, and for writing and highlighting text
  with markers, are now also available in the Web
  Client for adding annotations to documents
  directly in the Viewer. You can choose different
  colors and other properties for the individual
  tools, such as line weight. Annotations can be
  hidden or displayed.

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DocuWares New Web Client

• Open Documents in Separate Viewer Windows
• If you want to look at several documents placed
  next to each other, you can now open them in
  separate Viewer windows.

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DocuWares New Web Client

• Status Bar in the Viewer
• The Viewer in the Web Client has a status bar
  showing information about the displayed document,
  for example the file format and number of pages.

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Web Client In Motion
Well now watch a brief video showing the easy of
use and some of the features of the Web Client.
Please enjoy.
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Thank you for letting us show you the new and
exciting features of DocuWare Version
5.1b-100.During our Administration breakout
session this afternoon we will be happy to answer
any further questions, setup a time for a more
detailed look or assist you in further using
DocuWare to make your office as automated and
efficient as possible.