The document discusses the Fred desktop application for accessing an ECM repository. Fred aims to make ECM easy to use by mimicking familiar interfaces like Windows Explorer and supporting common tasks. It allows accessing and editing documents on the ECM from any location in the same way. The document outlines benefits for both users and companies, and describes existing and planned future features such as improved search capabilities and permissions control. Users are invited to provide feedback to help guide future improvements.
Apidays New York 2024 - Accelerating FinTech Innovation by Vasa Krishnan, Fin...
Alfresco xenit webinar fred boosting your desktop - 9 march 2011
1. Boos3ng
ECM
on
your
desktop
March
9,
2011
Peter
Morel
–
Director
S&M
Toon
Geens
–
Fred
Development
Principle
1
2009
-‐
Proprietary
and
Confiden3al
Informa3on
of
Xenit
Solu3ons
2. Fred
looks
like
explorer
March
9,
2011
2
2010
-‐
Proprietary
and
Confiden3al
Informa3on
of
Xenit
Solu3ons
3. Fred
acts
like
Alfresco
and
supports
the
most
commonly
used
ac3vi3es
March
9,
2011
3
2010
-‐
Proprietary
and
Confiden3al
Informa3on
of
Xenit
Solu3ons
4. Fred
works
the
same
way
from
anywhere!
Traveling
Office
Home
March
9,
2011
4
2010
-‐
Proprietary
and
Confiden3al
Informa3on
of
Xenit
Solu3ons
5. How
does
make
your
ECM
work
very
easy?
• Looks like explorer Sort documents on
metadata values
• Acts like Alfresco
Show metadata in columns
• HTTP based: Works the same
both in LAN and WAN!
• Drag and drop from and to Pre-defined
desktop applications: documents column sets
and e-mail (outlook, thunderbird)
• View/Add/edit metadata
Edit off-line with sync to local drive Create, save and
in only two clicks remove
own column set
Versioning
Copy links in stead of content
Jump to Share of web explorer
March
9,
2011
5
2010
-‐
Proprietary
and
Confiden3al
Informa3on
of
Xenit
Solu3ons
6. How
helps
you
find
back
documents
and
folders
Sort by meta data value
Select meta data columns
Containing text or you want to see
meta data you
are looking for
Search All or for
specific field
values
Group by metadata
Open the folder in which values
the document resides
Filter by metadata
values
March
9,
2011
6
2010
-‐
Proprietary
and
Confiden3al
Informa3on
of
Xenit
Solu3ons
7. Fred
supports
• Mul3ple
Alfresco
repositories
• Single
Sign-‐on
using
NTLM
• Working
via
a
Proxy
• Personalized
se[ngs
• Remember
last
view
per
repository
• Company
policy
• Automa3c
upgrade
(click-‐once)
• WIN
XP,
Vista,
Win7
(32
&
64bit)
• Outlook
2003,
2007,
Thunderbird,
...
March
9,
2011
7
2010
-‐
Proprietary
and
Confiden3al
Informa3on
of
Xenit
Solu3ons
8. New
features
in
Fred
1.3
-‐
Feb
4th
2011
• Some
func3onali3es
are
now
applicable
on
mul3ple
folders
and
documents
simultaneously
• Create
new
documents
from
a
list
of
templates
on
the
Alfresco
server
• Copy
of
document
and
paste
it
as
a
link
in
a
folder
• Send
a
selected
document
by
email
• Search:
– Drag
&
drop
of
Alfresco
URL
into
search
field
– Search
on
format
– “Open
File
Loca3on”
focuses
on
the
selected
document
• Edi3ng
metadata
– Edi3ng
metadata
of
mul3ple
documents
simultaneously
– Write
metadata
from
Alfresco
server
to
metadata
fields
in
documents
itself
• Delete
– Restore
your
deleted
documents
and
folders
from
the
recycle
bin
• View
on
informa3on:
– List
of
document
templates
– List
of
categories
– List
of
document
types
– List
of
data
dic3onary
March
9,
2011
2010
-‐
Proprietary
and
Confiden3al
Informa3on
of
Xenit
Solu3ons
9. Visit X
en
Benefits
and si iT @ www.x
g n -u p enit.eu
for a fr
ee Fre
d trial
For
the
user
For
the
company
• Brings
ECM
closer
to
the
user
• Guides
the
input
of
the
users
• Very
easy
to
use
• Increased
quality
of
the
input
• Intui-ve:
looks
like
explorer,
acts
• Corporate
guidance
on
the
like
Alfresco
document
metadata
• Fast
to
browse
and
search
• Helps
to
make
the
documents
• Supports
your
day
to
day
work
more
uniform
• Assists
in
adding
intelligence
to
• Supports
company
policies
documents
• Helps
the
users
to
focus
on
the
• Displays
the
informa3on
you
corporate
repository
and
less
on
work
on
the
C:/
• Avoids
double
work
• Easy
way
to
gradually
introduce
• Works
from
anywhere
and
in
the
new
func3onali3es
to
the
end
users
same
way
• Raises
your
personal
produc3vity
• Close
to
zero
training
installa3on!
March
9,
2011
9
2010
-‐
Proprietary
and
Confiden3al
Informa3on
of
Xenit
Solu3ons
10. What
to
expect
in
Fred
1.4
Fred
1.4
–
May
2011
• Set
permissions
• More
advanced
search
capabili3es
– Your
use
cases
are
welcome
• Some
more
features
based
on
outcome
of
market
ques3onnaire
LETS
US
KNOW
WHAT
YOUR
USERS
NEED
hkp://www.xenit.eu/Fred-‐ques3onnaire
March
9,
2011
10
2010
-‐
Proprietary
and
Confiden3al
Informa3on
of
Xenit
Solu3ons
11. Feature
back-‐log
…
some
of
the
idea’s
…
• Searching:
More
advanced
search
(facet
based,
“find
similar”,
...)
• Desktop
op-malisa-on:
–
–
Off-‐line
synchronisa3on,
including
meta-‐data
Desktop
‘clean-‐up
&
housekeeping’.
Tell
us
what
–
–
Bulk
import
of
documents
(from
your
desktop?)
Desktop
search
in
one
click
to
Alfresco
you
are
• System:
looking
for
– Support
for
Mac
/
LINUX
– No-‐interven3on
install
&
update
• Make
the
rich
Alfresco
model
usable
for
“normal”
end-‐users
– Richer
model
support:
document
associa3ons,
folder
types,
document
links,
..
– Workflow
integra3on
• Produc-vity:
– Intelligent
automated
and
assisted
meta-‐data
extrac3on
– Usability:
more
flexibility
in
window
handling
(personalisa3on),
mixing
naviga3on,
categories,
tag
view,
3me
view...
:
quicker
naviga3on,
switching
views,
• Compliance:
More
business
rules
for
corporate
compliance
(templates
for
specific
departments,
meta-‐data
integra3on
with
corporate
back-‐ends
..)
March
9,
2011
11
2010
-‐
Proprietary
and
Confiden3al
Informa3on
of
Xenit
Solu3ons
12. …
making
document
management
easier
Visit XeniT @ www.xen
it.eu
and sign-up for a free F
red trial
Mail: Fred@xenit.eu
Skype: peter_morel
March
9,
2011
12
2010
-‐
Proprietary
and
Confiden3al
Informa3on
of
Xenit
Solu3ons