Document Managment System E.S. Fox Ltd Document Managment System Document Control at E.S. Fox Ltd. Just new with Docushare CPX – if you were expecting the experts at this presentation, you may need to check out the other presentation. Pictured here is the “Comfort Maple” a tree which represents the life time of service that E.S. Fox Ltd. Has undertaken. This project represents a addition to the many excellent project management tools that we have for undertaking large and small projects. The contractor of choice

Agenda Introduction to E.S. Fox Ltd Customizations The DocuShare Group

Jacob Westerhof PMO Manager E.S. Fox Ltd. My name is Jacob Westerhof IT Manager 16 years with E.S. Fox Ltd. Have a programming background PMP certification for 5 years Our IT department has 10 people and besides supporting the end-user computer needs, we have developed our own accounting, project management and cost control and scheduling systems. Most of our development is utilzing Oracle Database and Oracle Forms and Reports

E.S. FOX LTD-CONSTRUCTORS Company founded in 1934 - as Residential/Commercial Plumbing & Heating Company (77 years service) Privately owned (3rd-generation) Canadian Corporation Salaried Employees - 350 Field Employees - 800 - 1200 Peak (1900)

Head Office location in Niagara Falls Niagara falls to the left Buffalo skyline in the distance

E.S. Fox Ltd. Port Robinson Fabrication Division On the Welland Canal (joins Lake Erie with Lake Ontario) We have a dock on the canal and can ship directly from this location

E.S. Fox FireKings Hockey team Jim Venibles 52 years of service Many older trades people – computer are not a priority in their lives Pipe Fitters, Welders Wipe grease off finger before typing.

Hardware / Software Structure Decided that user interface was more important than industry specific tools and practices

Some of our Customizations Banner Images Flash Row Highlights News and Announcements Mail Agent Message Project Home Link Favicon Advanced Reporting Template (Collections and Groups) DSExport and DSImport JAVA API Advanced Workflow Development Working with DocuShare Support and DSE

Banner Images C:\Xerox\Docushare\tomcat\webapps\docushare\en\images

More than 4 banners? C:\Xerox\Docushare\tomcat\webapps\docushare\javascript\common\banner.js

Logos C:\Xerox\Docushare\tomcat\webapps\docushare\themes\blue\images

Flash Banner Trial version of Flash Professional from Adobe Create a Flash .swf Upload as a document into Docushare and note the handle Code the Flash image instead of the banner images (need help with this?)

Line Highlight Copy dslib.vdf From: C:\Xerox\Docushare\amber\templates\system To: C:\Xerox\Docushare\amber\templates\en\local Change lines as Line 1133: Comment out: <tr about="${object:get_url}" id="row${objectSequenceNum}"> Insert: <tr id="row${objectSequenceNum}" onMouseOver="this.bgColor='#FFDFBA';“ onMouseOut="this.bgColor='#FFFFFF';"> Line 1500: Comment out: <tr id="row${object:_sequence}"> Insert: <tr id="row${objectSequenceNum}" onMouseOver="this.bgColor='#FFDFBA';" onMouseOut="this.bgColor='#FFFFFF';">

News and Announcements Philip Thomson I.T. Supervisor ProMinent Fluid Controls Ltd.

MailAgent Message c:/xerox/docushare/messages/emailagent/MailagentMessages.properties

Project Home Link

Favicon C:\Xerox\Docushare\tomcat\ webapps\docushare\favicon.ico

Advanced Reporting Reporting Utilized Oracle Skill set and created views to DocuShare Oracle, produced Oracle Reports

Docushare – Hierarchy Report

Docushare – Active/Archived Jobs

Advanced Reporting Reporting Utilized Oracle Skill set and created views to DocuShare Oracle, produced Oracle Reports Utilized Co-op Student and SQL Server Reports (purchased from SITROF)

Advanced Reports

Advanced Reports

Advanced Reports

Template Security

Template Job Setup We hope to have a template area that will provide a consistent setup for all projects using Docushare. Will give Management an easier way of finding information across projects Will promote a “best of practices” approach for less

Template Job Setup Uses only DSExport and DSImport Changes the XML as needed Creates Project Specific Groups Creates Collection Structure We hope to have a template area that will provide a consistent setup for all projects using Docushare. Will give Management an easier way of finding information across projects Will promote a “best of practices” approach for less

Template Job Setup Uses JAVA API Creates Groups and Collections Applies Group access to Collections Creates email alias groups and applies to Collections We hope to have a template area that will provide a consistent setup for all projects using Docushare. Will give Management an easier way of finding information across projects Will promote a “best of practices” approach for less

Template Job Setup We hope to have a template area that will provide a consistent setup for all projects using Docushare. Will give Management an easier way of finding information across projects Will promote a “best of practices” approach for less

Template Job Setup We hope to have a template area that will provide a consistent setup for all projects using Docushare. Will give Management an easier way of finding information across projects Will promote a “best of practices” approach for less

Advanced Workflow

Advanced Workflow

Advanced Workflow

Advanced Workflow

Advanced Workflow Call Java (with API calls) Copies template to create collections Create email alias groups and attach to collections Email user that workflow is done.

E-mail Integration Not going to train users to use the subject/first line TAGS We needed an easier way to provide for e-mail integration Discussed with Ann Bernath of NASA, JPL Electronic Library Service Implemented alternate e-mail integrations as follows:

E-mail Integration Created group in Docushare Linked Group to Collection Provided E-mail alias on Group User now sends e-mail to groupalias@ds.esfox.com and this e-mail is put into the collection linked to the Docushare group

E-mail Integration **created these groups (13) on our template and modified template copy to also copy these groups EG: 07-7715internal@ds.esfox.com puts a copy of the e-mail in the collection in 07-7715 Correspondence Internal

DocuShare Support and DSE Doug https://docushare.xerox.com/doug DSDN – Subscription https://docushare.xerox.com/dsdn Development Licenses Development examples Support

The DocuShare Grooup www.thedocusharegroup.com docushareug@gmail.com

Questions? Thank you.