DataCore eDigest - News from DataCore Technology

News from DataCore Technology 

DataCore Technology News

Entergy Nuclear Northeast Selects DataCore to Implement Cyco AutoManager Meridian

DataCore Technology, Inc. is pleased to announce they have been selected by Entergy Nuclear Northeast to implement Cyco AutoManager Meridian, an electronic data management (EDM) system, in each of their five nuclear power generation sites.  Click here to read more.

Best of Class Technology And Expertise Help Electric Utility Achieve World Class Efficiency

Chugach Electric Association, Alaska's largest electric utility, chose DataCore Technology to implement Cyco AutoManager Meridian to securely manage the drawings of over 400 miles of transmission lines.

"I thought DataCore's planning of this project was excellent,î said John Hennessy, project manager for Chugach," I really don't think it could have been improved. The series of plans was very helpful in establishing clear expectations and roles and responsibilities. The project team worked well together and DataCore's responses were very timely. The scheduling was done well and the few issues we encountered in testing were quickly addressed. We're very satisfied with the new system; it's a leap forward for Chugach."

Click here to read the case story. (PDF: 404K)

DataCore Announces New Electronic Support Center

DataCore provides support through several means, including electronic mail, telephone, web-based helpdesk, and remote access.  DataCore also provides access to a wealth of support and product information in DataCoreís Electronic Support Center (ESC). Authorized contacts may also use the ESC to submit an electronic request for support, as well as find solutions to common problems on their own using the DataCore Knowledge Base.

 

DataCore Joins McLaren Enterprise Engineer Partner Program

DataCore Technology, Inc. is pleased to announce it has joined McLaren Softwareís Enterprise Engineer channel partner program. With the demand for enterprise wide content management applications continuing to increase, joining McLarenís partner program is a strategic decision by DataCore to ensure it can offer the most appropriate solutions to both new and existing customers. Click here to read the press release. Also read the McLaren press release here.

DataCore and Cyco Exhibit AutoManager MAXIMO Module at MRO World 2004

The Cyco AutoManager MAXIMO Module features tight integration with MRO Software's MAXIMO, the leading strategic asset management solution for production, facilities, transportation and IT assets. Companies in the United States and Europe are already adopting the new Cyco AutoManager MAXIMO Module. Click here to read the press release.

 

Cyco Software News
Cyco Software Releases Cyco AutoManager 2004c
Cyco Software has formally released the much-anticipated Cyco AutoManager Meridian 2004c and Cyco AutoManager TeamWork 2004c. These new product releases offer significant performance enhancements in the server and CAD Links.

 

Cyco Software Releases Cyco AutoManager BOM Module 2.0

This new Manufacturing release offers great flexibility for company wide Bill of Materials management by communication and integration with external applications (ERP, CRM) at manufacturing customers, through the availability of the API, samples and documentation.
 


McLaren Software News

McLaren Software Joins New Documentum Application Logo Program

As a member of the Documentum Application Logo Program, McLaren will receive specialized design consultation and guidance, along with access to dedicated Documentum technical resources. McLaren will also be able to include specialized
Designed for Documentum logos on packaging, marketing collateral, and other promotional materials, signifying to customers that McLaren Enterprise Engineer meets high standards for architectural compliance to the Documentum architecture and leverages development best practices. Click here to read the press release.

McLaren Software Announces DocLoader Pro Pack

The new DocLoader Pro Pack includes the latest version of DocLoader ñ for bulk loading content into Documentum ñ and all the export functionality of the Solo application ñ for offline browsing and storage ñ in one powerful bundle.

 

Contents...       

Welcome to eDigest, breaking news from DataCore Technology

September, 2004

Entergy Nuclear Northeast Selects DataCore to Implement Cyco AutoManager Meridian
Best of Class Technology And Expertise Help Electric Utility Achieve World Class Efficiency
DataCore Announces New Electronic Support Center
DataCore Joins McLaren Enterprise Engineer Partner Program
DataCore and Cyco Exhibit AutoManager MAXIMO Module at MRO World 2004
Cyco Software Releases Cyco AutoManager 2004c
Cyco Software Releases Cyco AutoManager BOM Module 2.0
McLaren Software Joins New Documentum Application Logo Program
McLaren Software Announces DocLoader Pro Pack
Publish Saved Searches for Read Only Web Client Users
Budget Crunch?
Don't have the budget you need to purchase an AutoManager solution? Ask about the Cyco Software Financial Services Lease Program!

Attend a FREE EDM Webinar!

See AM-Meridian or AM-TeamWork demonstrated live in your office with just a web browser. Webinars are conducted regularly. To find out more, click here.

Also, join our free webinar on Connecting Engineering and Maintenance with the Cyco AutoManager MAXIMO Module. Click here for more information or to sign up.

Contact DataCore
For more information on these and other EDM topics, contact DataCore Technology at (800)531-2287 or visit us on the web at www.data-core.com where you can find a lot of information about DataCore and the topics presented here.

Ready to Upgrade?
Are you interested in upgrading from AutoManager WorkFlow to AM-TeamWork or AM-Meridian?  Contact DataCore Technology!
Subscribe for Free
Know someone else who would  like to subscribe to this newsletter? Pass this newsletter on to your business associates. 

 Sign up for our mailing list here

 

Cyco Software PowerUser Tip
Publish Saved Searches for Read Only Web Client Users

If your EDM system doesn't support web browser access, you're neglecting an entire class of potential users and limiting your system's value within your organization. The safest way to do so in today's security conscious IT environment (and the most affordable, too) is with Cyco AutoManager's (Meridian or TeamWork) Read Only Web Client licenses. These licenses limit the scope of documents users may access, prevent creation of uncontrolled copies, and prevent database and document updates. The licenses are intended as a publishing mechanism only, to share documents for viewing and draft printing by remote sites, vendors, contractors, field personnel, and others who need access to specific sets of documents but do not need to update documents.

 

Cyco AutoManager's Web Access works similar with the Read Only Web Client as it does with the regular, full-featured web client with the following limitations:

  • Users may only access the results of saved searches (collections).

  • Downloading of documents (GET) is not supported.

  • Documents may not be edited.

  • Document properties may not be edited.

  • Document property pages are not displayed but property columns are configurable.

  • Searching outside of the published collection is not supported.

The keys to configuring Cyco AutoManager are configuring the searches you wish to publish and creating links to those searches. The remainder of this tip will show you how.

 

Building Powerful Searches

Since the Read Only Web Client users will not be able to search outside of the collections you publish, those collections need to be as powerful and flexible as possible. In order to be available for web users, the collection must be defined as a public dynamic collection. Begin by executing Find from the PowerUser or TeamWork client to isolate the drawings of interest to your Read Only Web Client users. Then save that search as a dynamic collection and enable the Available for all users option. You can create as many collections as needed to serve the needs of various user groups.

 

Saving a public dynamic search in Cyco AutoManager Meridian

 

After the collection has been created, edit its Custom Find options.

 

Configuring web access parameters in PowerUser

  1. Enable the Make this Query available to Web users option. Otherwise, the link you create to this collection below will not work.

  2. You can give the page that web users see first (the Start Page) a different caption than the collection name if you desire. If so, enter it in the Start Page caption box.

  3. Normally, collections are sorted on the Name property. But you may choose to sort on a different property by choosing it from the Sort search result on dropdown list.

  4. The Enable Quick Search option will add a Quick Search box to the Start Page.

  5. The Show Property Filters in the Start Page option will display the criteria that you used to define the collection on the Start Page. This can help users to understand what the collection represents.

  6. The Allow user to edit the Condition and Value option allows users to modify the collection's criteria to display different sets of documents. This makes the published collection "self service" and can eliminate the need to create many collections, each one with a different variation of the same search criteria.

The figure below shows the components of the Start Page added by each of the Custom Find options. Without these options, only a Name search box will appear on the Start Page.

 

The resulting Start Page when opened with the Read Only Web Client and custom options.

 

Test your searches thoroughly before linking to them using the instructions below.

 

Linking to Searches

With your searches set up correctly, you may now create links to them for your users. These links can be hyperlinks you insert onto a Internet or intranet web page, Windows desktop or Start menu shortcuts, or any other type of hyperlink where a web page URL is used. Editing web pages and creating shortcuts is beyond the scope of this tip, so refer to documentation elsewhere for help on those tasks.

 

Each link uses a URL with the following general form:

http://server/Meridian/startpage&vault=vault&query=collection

 

Replace the words in bold in the example above with parameters relevant to your system. Replace server with your Meridian or TeamWork server name. Replace vault with your vault name. And replace collection with the saved search name (not the Start Page caption) you created above. If your search name contains spaces, insert the text %20 for each space. For example, "Meridian Web Search" becomes "Meridian%20Web%20Search".

 

Create separate hyperlinks for each collection. Depending on the Cyco AutoManager product you have and its version, you may need to replace the word Meridian above with TeamWork, Meridian 2003, etc. The correct term can be found be viewing the URL property of the Web Access shortcut created in the Meridian or TeamWork program group on the Start menu wherever the web client is installed.

 

Searching and Viewing Published Documents

You should now be able to execute your hyperlinks if they are properly created. Depending on the web server authentication configuration, you may be prompted to log in to the website. The first page you will see is the Start Page you configured earlier and shown above.

 

Using the Start Page in the figure above as an example, you may perform either a Name search or a Quick Search. The Name box accepts literal document names and the wildcard characters * and ? Leaving the Name box empty will find all documents that satisfy the property filters. If you use the Name search option and the Show Property Filters in the Start Page and Allow user to edit the Condition and Value options have been enabled, the complete search criteria will be the combination (logical AND operator) of the value entered in the Name box and the criteria you enter in the Condition and Value boxes. To add more properties to the Property list on the Start Page, add them to the collection's Property Filters. If you simply use the Quick Search option, Web Access searches all text properties for the condition and value you submit. After clicking the Find Now button, Internet Explorer will display all of the documents that met your criteria.

 

Documents displayed by the Read-Only Web Client.

 

The user may now perform a limited number of actions:

  • Click on a document to view and print the latest revision in the Cyco AutoManager viewer.

  • Click Find to execute a new search. This simply redisplays the Start Page so they can start over.

  • Modify their personal preferences: Enable Advanced NetViewer Functionality, set the local time zone, and number of documents per page (max. 30).

  • Log off. Clicking Log Off will release the Read Only Web Client license immediately whereas exiting the browser may take up to 15 minutes to release the license.

As you can see, configuring Cyco AutoManager for the Read Only Web Client is not difficult and does not require using the Configurator utility or administrator permissions. The only Cyco AutoManager permissions required are the Shared Dynamic Collection permissions Create and Edit. Combined with the affordable license cost, the Read Only Web Client is a flexible, secure, and powerful way of publishing documents for use by others.

 


© 2004 DataCore Technology, Inc. All rights reserved. The names of companies and products mentioned herein may be the trademarks of their respective owners.