As part of our recent TSG Hack Day, a couple employees set out to prove out how Salesforce could leverage a separate content management system to act as a file store for Salesforce content that had already been through an approval workflow (and therefore was essentially read only to the users). Since Alfresco is an open source CMS, and TSG has had success deploying it in the cloud, it was a natural choice to complement Salesforce.
TSG recently worked with a client evaluating EMC’s Retention Policy Services (RPS) product. For those unfamiliar with RPS, RPS is used for automating content retention and disposition, while also allowing for holds that prevent disposition. Additional information can be found on the EMC website here: http://www.emc.com/products/detail/software2/retention-policy-services.htm
The client liked many of the features of the product and its user interface (which is very similar to Webtop). One of the appealing features is that RPS allows a clear separation of duties between roles of users along with multiple tools for managing retention with the WDK-based Retention Policy Services Administrator (RPSA). In this case, the end users are never aware that RPS is being used unless they try to delete a document that has a retention policy applied. For this client, a major concern focused on the RPS performance overhead of applying retention policies and mark ups to a multi-million document repository.
The Related Folders feature on the HPI Desktop allow folders that are somehow “related” to the current folder to be displayed on the Desktop screen (in addition to the documents that the current folder already contains). An example of this could be: I’m viewing an insurance claim folder for Sally. As I’m processing Sally’s claim, I might need to view her employer’s current insurance policy. Using HPI’s Related Folders, I can have a relationship set up from company policy folders to individual claim folders. Using the dual pane viewer, I can now view company policies and individual claims without having to search and navigate away from the screen. To build this functionality into Webtop or Taskspace, it would require a lot of customization!
HPI has supported Related Folders since its inception; however the 1.1.5 release takes Related Folders to the next level.
Prior to 1.1.5, Related Folders logic was implemented within the actual Java implementation classes, and required a recompile of the code to make any changes. And only one Related Folder query was run per trac.
HPI 1.1.5 now supports multiple Related Folder processors on the Desktop. The importance of this update is that HPI is no longer limited to a single Related Folder criteria for each trac. Instead, every trac defines one or more Related Folder criteria separately within an XML configuration. And additional custom processors can still be injected for even greater customizability. This makes Related Folders a significantly more powerful tool, and much easier to configure for administrators.
Though this might sound simple, it can be very powerful. By adding a single Related Folder processor in the example above, I can now also view claim folders for any of Sally’s family members.
HPI has always been able to organize so much information on one streamlined screen, with minimal configuration and no customization. With this enhancement to its Related Folders feature, HPI continues to establish itself as a first-rate Enterprise Content Management (ECM) solution.
Configuring Made Easy
Coinciding with the latest release of HPI 1.1.5, TSG is pleased to announce the release of an Administrator tool to aid in configuring HPI, our streamline Documentum and Alfresco interface. This tool, aptly named HPI Administrator, allows an administrator to configure the XML that drives the operation of HPI using a visual interface. This allows both expert level HPI users as well as beginners to easily configure HPI instances without worrying about modifying underlying XML directly. HPI Administrator supports both the creation of new configurations, as well as editing of existing configurations.
HPI Administrator is available to download now via the download page. For further information and explanation regarding HPI configuration, please take a look at the configuration guide within the HPI Documentation download.
To celebrate the release, we have released a quick video guide on the basic use of HPI Administrator. This is a simple demonstration that takes you through configuring the Search and Desktop pages.