DAFv2 Hands on Lab 1

Agenda Administration Manager Administration Manager Roles, General Settings, Job-Types, Phases, Users, Workstations, Collections Check-In Manager Check-In Manager Batches, Jobs Phase Manager Phase Manager Example Scenario demonstrating the features Reporting Manager Reporting Manager System Workflow, Pending Jobs, Late Jobs, User Rates, Report Builder Search Search Archiving Manager Archiving Manager Archive, Confirm, Check-Out Retrieval Manager Retrieval Manager Retrieve Job using Barcode (example) 2

Administration Manager Responsible for Adjusting the System Configurations such as: Roles/Permissions General Settings Job-Types Phases Users Workstations Collections 3

Administration Manager: In DAFv2, we maintain the following relation: Roles-Permissions 4

Administration Manager: Adding a new Role: Roles-Permissions Click Here Type Role Name Select Permissions 5

Administration Manager: Permission Tree Examples: Roles-Permissions Simple UserShift Operator Administrator 6

Administration Manager: This module configures: 1- Storage Media Types Size, Barcode Abbreviations, FTP Path (in case of online storage) 2- Operating System 3- Language 4- Job Condition 5- External ID Type 6- Device General Settings 7

Administration Manager: Configuring General Settings: General Settings Click Here Adjust Setting Parameters Select Setting to Adjust 8

Administration Manager: Each Job-Type defines a different path or flow of the Job in the system that is usually related to actual Physical types. Example: Books can be OCRed while photos cannot. Arabic Books require a different OCR software than Latin Books. Job-Types 9

Administration Manager: Each Job-Type has: 1- Identifying Name and Description. 2- Maximum Life Time (otherwise considered as a Late Job). 3- Folder Naming Convention. 4- Media Types this Job-Type should be archived on. Job-Types 10

Administration Manager: Job-Types Click Here Adjust JobType Parameters Define Associated Media Types Click Here 11

Administration Manager: The Phase defines the set of checks and actions to be performed on the Job on starting or on finishing the Job. For Each Phase: 1- Phase Name 2- Maximum Period 3- XML Phase Definition Phases 12

Administration Manager: Phases Click Here Adjust Setting Parameters Click Here Put Phase in Desired Domain Change Phases Sequence Update Sequence 13

Administration Manager: Each User has: 1- User Name and Password 2- Role 3- Maximum number of Jobs at a time 4- Phases he is able to perform 5- IsLDAP or not 6- IsActive or not Users 14

Administration Manager: Users Click Here Available and Assigned Phases User Details Click Here 15

Administration Manager: Each Workstation has: 1- Name or IP 2- Physical Location 3- Working Directory 4- Operating System 5- Devices attached to 6- Phases that can be performed on 7- Media Types that can be archived on Workstations 16

Administration Manager: Workstations Click Here Attached Media Workstation Details Available and Assigned Phases Click Here 17

Administration Manager: Each Collection has: 1- Owner, Project, In-Charge (BA-Internals) 2- Name and Path on Server 3- Users and Workstations that can work on this Collections Collections 18

Administration Manager: Collections Click Here Collection Details Users Workstations Click Here 19

Check-In Manager Allows for the addition of new Batches and Jobs into the System. Integrated with the Check-In Plug-ins to extract the Jobs Metadata from the different ILS Systems or Other Sources. 20

Check-In Manager: Batches Each Batch: is part of a Collection. has a default Job-Type. 21

Check-In Manager: Batches Click Here Batch Details Collection Job Type Click Here 22

Check-In Manager: Jobs Metadata can be extracted using Check-In Plug-ins Assign Job to a Starting User and Phase A Job can be Pre-Assigned for all its Phases. 23

Check-In Manager: Jobs Click Here Enter External ID 24

Check-In Manager: Jobs Job Details Manage Job IDs Job record (Marc) Pre-Assign path to Job Click Here 25

Check-In Manager: Jobs 26

Phase Manager Allows the Operator to: Get Job Upload Job Download Job Finish Job Reject Job Redirect Job 27

System Modules: Job Life Cycle Job life cycle 28

Phase Manager: Example Scenario: Get New Job 29

Phase Manager: Example Scenario: Available Jobs 30

Phase Manager: Example Scenario: Started Jobs Upload Selected Job 31

Phase Manager: Example Scenario: 32

Phase Manager: Example Scenario: Started Jobs Download Selected Job 33

Phase Manager: Example Scenario: 34

Phase Manager: Example Scenario: Job History 35

Phase Manager: Example Scenario: Started Jobs Finish Selected Job 36

Phase Manager: Example Scenario: 37

System Modules: Job Life Cycle Job life cycle 38

Phase Manager: Example Scenario: Get New Job 39

Phase Manager: Example Scenario: 40

Phase Manager: Example Scenario: Reject Selected Job 41

Phase Manager: Example Scenario: 42

Phase Manager: Example Scenario: Approve Rejection Pending Jobs 43

System Modules: Job Life Cycle Job life cycle 44

Phase Manager: Example Scenario: Redirect Selected Job 45

Phase Manager: Example Scenario: 46

Phase Manager: Example Scenario: Get New Job47

Phase Manager: Example Scenario: 48

Phase Manager: Example Scenario: Finish Selected Job 49

Phase Manager: Example Scenario: 50

Phase Manager: Example Scenario: Job History 51

Phase Manager: Example Scenario: Get New Job 52

Phase Manager: Example Scenario: 53

Reporting Manager System Workflow Pending Jobs Late Jobs User Rates Report Builder 54

Reporting Manager: System Workflow Click Here Choose Filter 55

Reporting Manager: Pending Jobs Approve Request Deny Request Download Job Upload Job 56

Reporting Manager: Late Jobs 57

Reporting Manager: Change Metadata and Priority Change Title Change Priority Click Here 58

Reporting Manager: User Rates 59

Reporting Manager: Report Builder Direct SQL Choose Criteria Define Attributes Click Here Query 60

Reporting Manager: Saved Reports 61

Reporting Manager: Report 62

Search Capabilities Simple Search Advance Search 63

Search Capabilities Click Here 64

Searching Capabilities: Advanced Search Click Here 65

Search Capabilities Change Flow TypeGet FilesDelete Job Overwrite FileForced Assignment 66

Search Capabilities 67

Archiving Manager Archive Jobs Confirm Media Check-Out Jobs 68

Archiving Manager: Archive Destination Media Type First Fit Manual Selecting Start Archiving Progress Bar 69

Archiving Manager: Confirm Media Choose Media Confirm MediaDiscard Media 70

Archiving Manager: Check-Out Jobs Choose Jobs Check out 71

Retrieval Manager Retrieve Jobs from the different Medias and Media Types Assign them to a phase in the system, recommend the last User performed this Phase. 72

Retrieval Manager: Search Search Job 73

Retrieval Manager: Search (cont.) 74

Retrieval Manager: Retrieve and Assign Archiving History Retrieval Plug-in Retrieve 75

For more details about DAF please refer to

Thank You 77