1. 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

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

3. 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

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

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

6. 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

11. 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.

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

13. 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

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

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

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

17. 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?)

18. 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';">

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

21. MailAgent Message
c:/xerox/docushare/messages/ agent/MailagentMessages.properties

22. Project Home Link

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

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

25. Docushare – Hierarchy Report

26. Docushare – Active/Archived Jobs

27. 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)

28. Advanced Reports

29. Advanced Reports

30. Advanced Reports

31. Template Security

32. 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

33. 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

34. Template Job Setup Uses JAVA API Creates Groups and Collections
Applies Group access to Collections
Creates 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

35. 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

36. 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

37. Advanced Workflow

38. Advanced Workflow

39. Advanced Workflow

40. Advanced Workflow

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

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

43. E-mail Integration Created group in Docushare
Linked Group to Collection
Provided alias on Group
User now sends to and this is put into the collection linked to the Docushare group

44. Integration
**created these groups (13) on our template and modified template copy to also copy these groups
EG: puts a copy of the in the collection in
Correspondence
Internal

45. DocuShare Support and DSE
Doug
DSDN – Subscription
Development Licenses
Development examples
Support

46. The DocuShare Grooup

47. Questions?
Thank you.