1. Integrating viewpoint forms with construction imaging content types
Michael Schear
Instructional Designer
Billie Kalmowitz
Software Consultant

3. Viewpoint Integration
Connecting
Your
Content
With Your
data
Viewpoint Integration
Enterprise Content Management
Document Lifecycle
Design Requirements
Configuration Process
The Viewpoint Integration allows for your content – whatever you are managing
Integration Mapping

19. Why Integrate the two? Central Repository for all your content
Workflow
Powerful Viewer
Audit Trail
Accessibility
Collaboration

20. Enterprise Content Management ECM is a formalized means of organizing and storing an organization's documents, and other content, that relate to the organization's processes. The term encompasses strategies, methods, and tools used throughout the lifecycle of the content.
Wikipedia – The Free Encyclopedia
At this point, you’ve introduced the session overview/summary and can launch the software and continue your presentation from there. If there is a need to include data charts, examples are on the next slides.

21. Data & Content
Data from Viewpoint is stored with Content within Construction Imaging.
1. In this session we will dig deeper into how that is designed, built and integrated with your current or new CI environment.

22. Role of the Software Consultant
… the ability to work as a group toward a common vision, even if that vision becomes extremely blurry On a poster
Analyze
Develop 1 2 3 4
Identify
Coordinate

23. Analyze Identify Coordinate Develop
This template is great to emphasis the a key point, or as a transition slide. By changing the color of the shape, you can easily highlight the topic shown in the text box.

25. Content Document Lifecycle www.aiim.org Capture Manage Store Preserve
Deliver
At this point, you’ve introduced the session overview/summary and can launch the software and continue your presentation from there. If there is a need to include data charts, examples are on the next slides.

26. Get the group together Project Admin Purchasing Project Manager
AP Clerk
Project Manager

27. Questions to ask… Where are we saving it? How can we find it?
What are we capturing?
How are we capturing it?
Where are we saving it?
How can we find it?

28. What do you ________?
You
CAPTURE
MANAGE
DELIVER

29. Capture
What are we capturing?

30. Capture
At this point, you’ve introduced the session overview/summary and can launch the software and continue your presentation from there. If there is a need to include data charts, examples are on the next slides.

31. Viewpoint Capture

32. Construction Imaging Capture

33. What Else?
Data
Data
Data

34. What Data is Available?

35. Define Your List

36. Blueprints

37. Create the Viewpoint Integration
The Building Plan
Create AX Application
Create CI Content Type
Create the Viewpoint Integration

38. Build the Application 1. Name the application
2. Assign the paths to the imaging server
3. Add the fields

39. Build the Application
Field name needs to be consistent with other applications.
Field structure needs to be consistent with other applications.
Static fields are positions 1 – 16.
Dynamic fields are positions 17- ?.
Include timestamp field.
Include Viewpoint management fields.
Do not make any fields required.

40. Build the Application
Field order
Field name

41. This is what we have so far.

42. Build the Content Type 1. Select the Application you are connecting
2. Add the fields
3. Build lookups

43. Dynamic Dropdown List Lookup Keyword Calendar Static
Design Options
Text
Date Controlled
Dropdown List
Lookup
Keyword
Calendar
Required
At this point, you’ve introduced the session overview/summary and can launch the software and continue your presentation from there. If there is a need to include data charts, examples are on the next slides.
Static

44. Finished Product

45. Viewpoint Integration

46. Viewpoint Integration

48. One Step at a Time

50. Things to remember Vantagepoint To view this presentation
Where do We Go From Here?
Things to remember
Vantagepoint
To view this presentation
Design Workbook
CDM Builder Guide
Administration Console User Guide

51. Questions?
Although you should be fielding questions throughout the session, if time allows you can open this up again at the end. However, be sure to allow enough time for last two slides. If you get to this slide and have almost run out of time; simply say that you are out of time and go to the next slide that tells them how they can get additional questions answered. In addition to next slide resources, if you truly have a little time after the session, you can also invited them to visit with you.
Questions?

52. Complete brief session survey now Complete post event email survey to
Reminders
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Complete post event survey to
access recordings
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