Kofax TotalAgility User Manual

TotalAgility™

Release Notes 4.2

Release Notes for Version 5.0

Singularity, the TotalAgility product a nd other product names or services referred to herein are trademarks or registered trademarks of Singularity Limited and/or its subsidiaries or of the indicated companies.

COPYRIGHT NOTICE. No part of this publication may be reproduced, stored in a retrieval system or transmitted, in any form or by any means, photocopying, recording or otherwise, without prior written consent of Singularity Limited.

CONTENTS

SECTION 1  WELCOME 3

Technology Themes ................................................................................ 3

CHAPTER 2  ENHANCED SECURITY 5

Security Tokens and Roles ....................................................................... 5

CHAPTER 3  STANDARDS COMPLIANCE AND INTEGRATION 7

CMIS Configuration ................................................................................ 7

XPDL Support ........................................................................................ 8

TRIM 7 Integration ................................................................................. 8

SharePoint Fault Tolerance ...................................................................... 9

SharePoint Web Parts Enhancements ........................................................ 9 

Dynamics CRM Instance ID ...................................................................... 9

CHAPTER 4  ENHANCED USER EXPERIENCE 10

Properties in the Ribbon Menu ................................................................ 10

Screen Tips ......................................................................................... 10

CHAPTER 5  GENERAL IMPROVEMENTS 12

Entity Features .................................................................................... 13

Case Management Updates .................................................................... 15

Field Validation .................................................................................... 16

Lookups Within Drop-Down Lists ............................................................ 18

Disable Form Event .............................................................................. 18

Configurable Activity Details Menu Option ................................................ 19

Default Button ..................................................................................... 19

Exclude a Control from the Tab Order ..................................................... 20

Virtual Folders in Solutions .................................................................... 20

Enhanced Daily Workload Control ........................................................... 21

Job Administration Page ........................................................................ 21

Job Clear Down .................................................................................... 22

Email Node – Send Multiple Emails ......................................................... 22

Process Valid Dates .............................................................................. 23

Import / Export Custom Reports ............................................................. 24 

Job Duration Values .............................................................................. 24 

Active Directory ................................................................................... 25

Recent Simulations ............................................................................... 25

Live Session – Complex Variable Support ................................................. 25

Removal of the Technical Builder, Client and Admin Suite .......................... 25

SECTION

WELCOME

This document contains release information for TotalAgility™ version 5.0.

Technology Themes

At v5.0 Singularity has renamed the Singularity Process Platform™ (SPP) as TotalAgility™. We believe that the TotalAgility name more accurately reflects our business goal, encapsulates the current features of our product today and will better reflect evolution of the product.

It is Singularity’s business goal to help organisations achieve business agility. TotalAgility™ is an award-winning Business Process Management (BPM) suite that enables organizations to rapidly model, optimize and execute their business processes.

TotalAgility™ today helps our customers to improve their business process agility through the following key product features:

 Simplicity: For ease of adoption and to inspire business engagement in

continuous process improvement, TotalAgility™ is intuitive to use, allowing Singularity’s customers to improve business performance through simply two work environments. The TotalAgility™ Builder allows even the most complex processes to be easily designed and the TotalAgility™ Workspace delivers exceptional efficiency, transparency and flexibility to process execution.

 Zero Code: Singularity’s TotalAgility™ product is a zero code environment

enabling customers to deliver faster and more frequent process innovation without expensive reliance on IT-delivered, code-based changes. TotalAgility™ provides as standard, without need for code-based customization, web browser-based forms, SharePoint web parts, automated document and email generation, advanced process design support and flexible process execution on day one – there is no requirement for custom software development.

 Off-the-shelf Integration and Standards Compliance: allows TotalAgility™

customers to accelerate the implementation of their solution and to leverage and extend their existing software assets. TotalAgility™ provides off-theshelf interoperability with familiar Microsoft products including SharePoint, Dynamics CRM, Visio, Office and Outlook, so customers can improve their business process agility while using these familiar product interfaces. Off-theshelf integration to HP TRIM and pre-built CMIS standards compliance further enable TotalAgility™ customers by easing the task of managing documents, irrespective of which document management products the organization may use.

 In-flight Process Change: The ability to make in-flight process changes is

fundamental to business process agility, allowing the business to rapidly

change in response to external market influences or internal business requirements. TotalAgility™ empowers Singularity’s customers to instantly change an in-flight process without professional IT assistance, allowing a new client need to be met, a fast-emerging issue to be resolved or a new business opportunity to be quickly acted upon.

Today TotalAgility™ is helping our customers achieve continuous process improvement, deliver “game changing” organizational transformation, reduce the delivery cost of standardised or repetitive business processes and is supporting the delivery of non standardised or unpredictable business processes.

The TotalAgility™ product roadmap is focused on going even further and is focused on delivering additional savings for organizational departments and systems which have previously been regarded as too complex and undeterministic in their nature to be optimized using standard BPM tools and which hold the most potential for increased efficiencies and reductions in costs.



In addition TotalAgility™ v5.0 delivers the following functionality enhancements:

^ Enhanced Security

At v5.0 TotalAgility™ enables administrators to control the security of information by restricting access to individual areas of a form thus protecting confidential information from unauthorized access. In addition administrators can now create security roles thus delivering flexibility in how security is managed.

^ Standards Compliance and Integration

TotalAgility™, v5.0 delivers compliance with the Content Management Interoperability Services (CMIS) standard allowing TotalAgility™ to provide integration with Enterprise Content Management (ECM) systems.

^ Enhanced User Experience

The experience of the end user has been extensively enhanced in the 5.0 release with the introduction of properties in the Ribbon menu and Screen Tips.

^ General Improvements

In addition TotalAgility™ v5.0 delivers a large number of feature enhancements to both the TotalAgility™ Builder and Workspace environments focused on delivering flexibility and productivity improvements for TotalAgility™ customers.

CHAPTER

ENHANCED SECURITY

The security of customer and internal business data is a business imperative. Building on the current security capabilities of the product, TotalAgility’s new Security Token feature enables administrators to control the security of information by restricting access to individual areas of a form.

For example, access to a section containing salary details could be restricted to the Finance team. This protects confidential information from unauthorized access.

In addition, within the Workspace administrators can create security roles, e.g., a Finance role, and associate tokens and users with the security roles thus delivering flexibility in how security is managed.

Security Tokens and Roles

The key steps in creating and associating security tokens for a control are:

 Create security tokens.

 Create security roles, e.g. a Finance role, and associate tokens and users with

the security roles. This is completed in the Workspace in the Security Roles Configuration page.

Note: this page is available within the Workspace package as a form and

must be imported into the solution for which you want to configure security. You must also add a Logon form to your solution.

 Apply tokens to a control in a form (via the Security Token property of the

control).

Note:

for security to work within a form the Security Tokens property must

be enabled.

CHAPTER

STANDARDS COMPLIANCE AND INTEGRATION

TotalAgility v5.0 delivers enhanced standards compliance. Building on the existing standards compliance within TotalAgility, v5.0 now delivers compliance with the Content Management Interoperability Services (CMIS) standard thus providing interoperability with Enterprise Content Management (ECM) systems. The 5.0 release includes:

 CMIS Configuration  XPDL Support  TRIM 7 Integration  SharePoint Fault Tolerance  SharePoint Web Parts Enhancements  Dynamics CRM Instance ID

CMIS Configuration

The Content Management Interoperability Services (CMIS) is a standard to provide interoperability of Enterprise Content Management (ECM) systems. It is designed to be layered on top of existing Content Management systems and their existing programmatic interfaces. It defines a generic/universal set of standards provided by a Content Management system and a set of services for working with those capabilities.

You can use TotalAgility’s CMIS integration capabilities to integrate with any third-party document management product that supports CMIS standards, e.g. Microsoft SharePoint. This enables you to use a common interface to configure multiple CMIS compliant systems from within the Builder and perform activities such as adding and deleting a document without the need for custom coding.

You can:

 add a CMIS compliant site  use the CMIS Add Document node to add a document to a CMIS site  use the CMIS Update Properties node to update the metadata (properties)

of a document already added

 use the CMIS Get Document node to either get a copy or check out a

document

 use the CMIS Find Document Node to locate a document  use the CMIS Cancel Checkout Document node to cancel a check out and

undo any changes made

 use the CMIS Check In Document node to check in a document

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