Download IntelliModules - ACAD

IntelliModules
for
InnoCielo Meridian
IntelliWizards
IntelliEmail
IntelliSync
IntelliReplicate
IntelliExport
IntelliWIP
By
10515 Rodgers Road
Houston, Texas 77070
281-205-1300
www.acad-plus.com
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Rev.2008-06-27
ACAD-Plus, Inc.
IntelliWizards
New Document Wizards
Used when documents are added to the vault. Populates all document properties quickly and
applies business requirements consistently. Automatically calculates the path and file name
according to standards.
New Work Area Wizards
Used when work areas are created. Calculates work area names consistently according to
business requirements.
Search Wizard
The Search Wizard simplifies finding documents and creating collections by utilizing the same
wizard interface as the New Document Wizards. This wizard leverages the same lookup and
external data to perform searches.
Derive/Promote Wizard
This wizard allows single or batch derivations and promotions. It copies the file and populates
or defaults properties allowing new documents to be quickly created from existing documents.
The option to create a reference between the documents is provided. Documents can be derived
or promoted into either the Main Area or Work Areas. Work Areas can be automatically created
while promoting a document.
Metadata Quality Assurance Wizard
This wizard flags documents when any changes are made to the metadata and tracks reviewing
the data for quality assurance.
General Features
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Fully configurable
Uses any OLE/DB database source for metadata
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Look-up lists, Project data, Equipment data
Supports multi-column data
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Sort on any column
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Keystroke filtering on any column
Keyboard friendly forms
Supports hierarchical (or cascading) lists
Supports intelligent “form” swapping on any property
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Swaps subsequent input requirements and/or data sources – (e.g. Project Type selection determines the
Project Data source and requirements)
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Swaps path and/or filename calculation templates – allows for multiple definitions within each document
type as required by business logic
Supports data triggers (populating or defaulting properties based on other selections)
Populates properties using intelligent concatenations (including range calculations)
Supports adding new multi-column records to external data lists (controlled by privileges)
Supports determining filename sequence numbers based on any combination of selections
Supports populating or defaulting document properties based on the name of the work area within which the
document is created.
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ACAD-Plus, Inc.
IntelliEmail
This module automatically generates email notifications when documents are released or when
workflow events occur that require someone’s action.
Release Notification Emails
A group (or multiple groups) of people that will be notified can be assigned to each document
whenever the document is released (new documents or modified documents). The email is
generated upon releasing the document from a Work Area (when Work Areas are used) or upon
submitting a working copy (when documents are created or modified directly in the Main Area).
Each person within the group(s) listed on the document will automatically be sent an email with
notification that a new version of the document is available.
Workflow Notification Emails
Each Work Area transition within each Work Area Template can be configured to generate an
email. Each transition can perform a query to an external database for a list people to optionally
send the email. For example, a transition to send a work area for Checker Review can offer a list
of Checkers. The user can select the appropriate Checker from the list. The subject of the email
is fully configurable and automatically generated for consistency. The body of the email is
configurable using HTML templates and can include a list of all documents, with any properties,
in a chart within the email. A note can be provided by the user; if provided, it will be included in
the body of the email.
General Features
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Supports using SMTP on the EDM server or any remote server.
Emails are fully configurable
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From Address
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To Address (can query from an external data source for list of names/emails)
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Subject (configurable with replaceable tags)
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Body (uses HTML templates with replaceable tags)
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ACAD-Plus, Inc.
IntelliSync
IntelliSync is a utility used to facilitate updates to properties in a Meridian Vault due to changes
within an associated Project or Support Database.
General Features
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Global updates to document properties based on new database values
Support scheduled batch execution (e.g. nightly synchronization)
Updates document properties in Main Area or Work Areas
Updates document properties on documents that are currently open
Supports complex SQL SELECT statements for data retrieval
Supports any OLE/DB compliant database (MS Access, SQL Server, Oracle, MySQL)
Supports multi-value properties
Supports single and/or multiple vaults
Supports single and/or multiple data sources
This tool can be run in batch or interactively through its Graphical User Interface.
IntelliReplicate
IntelliReplicate is a utility for replicating table data from an existing remote database into a local
database. This is sometimes desirable if queries to the existing remote database are too slow.
General Features
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Updates single or multiple targets from single or multiple sources
Supports scheduled batch execution (e.g. nightly replication)
Supports complex SQL SELECT statements for data retrieval
Supports any OLE/DB compliant database (MS Access, SQL Server, Oracle, MySQL)
This tool can be run in batch or interactively through its Graphical User Interface.
IntelliExport
IntelliExport is a utility for exporting all meta-data from Meridian into an external database.
This is sometimes desirable for reporting purposes or when other systems can utilize document
meta-data in a read-only manner.
General Features
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Supports scheduled batch execution (e.g. nightly replication)
Exports data into three logical tables (Past Revisions, Present Released, and Future Work-In-Progress)
Supports any OLE/DB compliant database (MS Access, SQL Server, Oracle, MySQL)
This tool can be run in batch or interactively through its Graphical User Interface.
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ACAD-Plus, Inc.
IntelliWIP
IntelliWIP is a utility for showing and reporting all Work-In-Progress documents.
General Features
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Shows all Working Copies/Work Area Copies along with the number of days they have been in progress
Shows new files (never before submitted)
Allows filtering by user, work area name, or number of days in progress
Supports sorting by user, file name, work area name, date, days in progress
Supports exporting the data to a comma delimited file for creating reports
Supports viewing in-progress files on others work list
Supports submitting, revoking, or unlocking batch selections (if the user has permissions)
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