XperiDo 2015 Q1 Release Preview Guide

Transcription

XperiDo
2015 Q1
Release
Preview
Guide
XperiDo Nucleus 2.0
XperiDo for Microsoft Dynamics CRM 3.3
XperiDo Template Design Add-in for Microsoft Word 6.6
XperiDo Server 6.6
1 | Invenso
XperiDo
2015 Q1
Release
Preview
Guide
Invenso, January 2015
All rights reserved.
Introduction .................................................................................................................................................................................... 3
Key Investment Areas ................................................................................................................................................................. 4
XperiDo Nucleus 2.0 ............................................................................................................................................................... 4
XperiDo for Microsoft Dynamics CRM 3.3 ..................................................................................................................... 8
XperiDo Template Design Add-in for Microsoft Word 6.6 ...................................................................................14
Conclusion .....................................................................................................................................................................................18
2 | Invenso
Introduction
The XperiDo Document Generation and Output Management Platform has been designed to automate
the creation and delivery of professional documents in a business context. Invenso is dedicated to
deliver a platform that is easy to use, easy to manage and easy to integrate.
Easy to Use
XperiDo is all about productivity. It reduces time-consuming, often manual and error-prone document
creation processes to one or two simple mouse clicks, resulting in more engaging and consistent
documents.
Easy to Manage
XperiDo is a server-side document generation platform. The server-side approach not only results in a
powerful solution, but also one that is easy to manage. XperiDo provides for central administration of
server instances, roles and connections, data sources, data sets and templates. Template design is
intuitive and within reach of any experienced Microsoft Word user.
Easy to Integrate
Document generation is not a stand-alone process. Flawless communication between the document
generation server and the context application is essential to a swift document creation process. XperiDo
provides an API/SDK to integrate the solution in any context. For Microsoft Dynamics CRM, an out-ofthe-box integration is available, that fully embeds XperiDo in the Microsoft Dynamics CRM user
experience.
The 2015 Q1 Release is focused around these key principles. XperiDo is now even easier to use, to
manage and to integrate than it was before.
3 | Invenso
Key Investment Areas
XperiDo Nucleus 2.0
XperiDo Nucleus is the most generic version of the XperiDo document generation platform. It is
designed to be integrated in any software landscape as an out-of-the-box component for document
generation and delivery. The XperiDo 2015 Q1 release includes a new version of XperiDo Nucleus,
version 2.0.
New XperiDo Template Archive (XTA) File Format
XperiDo Nucleus 2.0 comes with a new template file format. XperiDo templates are now saved and
stored as XTAs (XperiDo Template Archives). The rich XTA wrapper format can contain multiple docxs
(e.g. multiple language versions of a template) and all sorts of template properties and settings. During
the upgrade process, your existing docx XperiDo templates will automatically be converted to XTAs.
Dynamic Fields
Dynamic fields are variables which can be populated on the fly as a user creates a document. Extra
questions so to speak, that are presented to the user during the document creation process. There are
seven types of dynamic fields that can be added to a template:
-
single line of plain text
multiple lines of HTML
number
option set (single select or multi-select)
date
time
date-time combination.
Dynamic fields can be mapped in templates and be part of conditions or formulas. The example below
makes use of dynamic fields to choose which data will be printed on a visitor badge.
4 | Invenso
Markers
Markers are identifiers that can be used to categorize templates. For instance when a list of relevant
templates should be shown in a certain context, markers and marker values can be used to identify
which templates are relevant and which templates are not. Templates can be tagged with more than
one value per marker and with values from different markers.
5 | Invenso
If you would like to load a list of Marketing or Sales-related templates to be used in 2015 in the EMEA
region, you can add the relevant marker values to your templates in order to achieve that categorization.
New Data Set Types
Next to databases and XSDs, data sets can now be defined by complex XSDs and XBscripts. Complex
XSDs are combinations of multiple related schemas, and can be uploaded as a zip archive. An XBscript
that contains a data definition can also serve as a data set definition.
6 | Invenso
Parent-Child Relation between Projects and Inheritance
XperiDo Nucleus projects can be related to other XperiDo Nucleus projects in a parent-child (1:N)
relation. Child projects can inherit data sets, templates, markers and assets from a parent project.
Additionally, child projects can have their own templates and assets.
API/SDK
The 2.0 release contains a complete make-over of the XperiDo Nucleus API/SDK. The new version is
available in a SOAP/REST flavour and in a .NET/java flavour.
The generateDoc and organizeDoc services on XBintegrator are deprecated and no longer supported.
Alternatively, the XperiDo Nucleus SDK can be called from within XBscript version 6.6.
7 | Invenso
XperiDo for Microsoft Dynamics CRM 3.3
XperiDo for Microsoft Dynamics CRM is a seamlessly integrated version of the XperiDo document
generation platform for Microsoft Dynamics CRM 2011/2013/2015 On Premise and Microsoft Dynamics
CRM Online. XperiDo integrates into Microsoft Dynamics CRM as a managed solution and connects to
its server component through a web interface and a workflow assembly.
The XperiDo 2015 Q1 Release includes version 3.3 of XperiDo for Microsoft Dynamics CRM.
Ready for Microsoft Dynamics CRM 2015
XperiDo for Microsoft Dynamics CRM 3.3 is fully compatible with Microsoft Dynamics CRM 2015. The
table below provides a full CRM version compatibility overview.
XD
CRM 2015
CRM 2013
CRM 2011
On Prem
Online
On Prem
Online
On Prem
3.3





3.2
*
*






3.1
* Import of updated solution required.
Advanced Caching
The most time-consuming aspect of the document generation process has proven to be the exchange
of data between Microsoft Dynamics CRM and the XperiDo Server. To reduce that time to the absolute
minimum, XperiDo 3.3 caches significantly more data than its predecessors.
XTA Template Format
XperiDo for Microsoft Dynamics CRM 3.3 comes with a new template file format. XperiDo templates are
now saved and stored as XTAs (XperiDo Template Archives). The rich XTA wrapper format can contain
multiple docxs (e.g. multiple language versions of a template) and all sorts of template properties and
settings. During the upgrade process, your existing docx XperiDo templates will automatically be
converted to XTAs.
8 | Invenso
Multilanguage Templates
XperiDo 3.3 for Microsoft Dynamics CRM contains the capability to create and manage multiple
language versions of your templates and automatically select the correct language version based on
your CRM values.
For many organizations, this feature will drastically reduce the number of templates they need to
produce highly personalized and engaging documents. That makes life easier for template designers,
but also for end users, who will have a much shorter list of templates to choose from.
The language preferences of customers, business partners, or other interest groups are often stored in
Microsoft Dynamics CRM. This input can be picked up by XperiDo to automatically select the correct
language to generate a document. Alternatively, you can select a language in the generation process.
Data Set Tokens
With Data Set Tokens you can easily include variable CRM data into all relevant output parameters that
are populated during the document generation process.
These are a few examples scenarios where this feature could be useful:




Give your document a name like Invoice No {InvoiceNumber} for
{Customer/Account/AccountName}
Automatically dump the Bill to Address Composite in the associated letter activity
Create a follow up task with references to all relevant content
Use tokens in the e-mail subject and body to create a personalized e-mail.
9 | Invenso
Auto-population of Activity Fields
XperiDo can automatically create letter, task and e-mail activities alongside the generated document.
The earlier versions of XperiDo for Microsoft Dynamics CRM allowed you to populate a subset of the
activity fields. The new 3.3 version supports all standard letter, task, e-mail and note fields.
You can define default values for all the activity and note fields in the template settings. Using the data
set tokens feature, these values can be dynamic.
10 | Invenso
Enhanced Output Feedback
The overlay screen that appears after the generation process can be set to contain detailed information
on the document generation process. It can also contain links to the different items that have been
created. Examples of such links are direct links to note or activity records that have been created or links
to external platforms were the documents are stored (e.g. Microsoft SharePoint) or processed (e.g.
DocuSign).
11 | Invenso
DocuSign e-Signature Integration
The 3.3 version of XperiDo for Microsoft Dynamics CRM has an optional integration with the DocuSign
Digital Transaction Platform. This integration allows you to include placeholders for electronic signatures
in your templates. Documents based on such templates are processed securely on the DocuSign
Transaction Platform.
The DocuSign integration supports two types of electronic signature processing:
-
-
Remote signing via e-mail: XperiDo generates a document containing one or more placeholders
for electronic signatures. The document is delivered to the DocuSign platform. All parties who
need to sign the document receive an e-mail with a secure link to review and sign the document
on the DocuSign platform. After the transaction all parties receive the signed document.
In-person signing: This type of signing is typical for transactions between parties who are
present in the same room. XperiDo generates a document containing one or more placeholders
for electronic signatures. After generation, the document is automatically opened in the
DocuSign platform and the transaction initiator is invited to pass controls to each of the signing
parties, one after the other.
The signing process can be initiated either interactively by a user of via a workflow step.
12 | Invenso
Localization
The User Experience of XperiDo for Microsoft Dynamics CRM 3.3 is also available in German. Next to
German, also English, French and Dutch localizations of the UI/UX are available. The XperiDo UI
language is automatically synchronized with the users’ language settings in Microsoft Dynamics CRM.
13 | Invenso
XperiDo Template Design Add-in for Microsoft
Word 6.6
Both XperiDo Nucleus 2.0 and XperiDo for Microsoft Dynamics CRM 3.3 connect to the XperiDo
Template Design Add-in for Microsoft Word 6.6. This COM add-in for Microsoft Word allows you to
design XperiDo templates, insert mappings, define conditional content insertion and set conditional layout.
The XperiDo Template Design Add-in for Microsoft Word 6.6 is compatible with Microsoft Word 2007,
2010 and 2013.
Template Language Management
The XperiDo Template Design Add-in for Microsoft Word 6.6 supports templates with multiple language
variants. The overall template, which will be visible to the end user, is an XTA template archive that
contains multiple docx files, one for each language variant.
14 | Invenso
When creating a new language variant for an existing template, you can choose to start designing the
language variant either from a blank canvas or from a copy of another language variant. When you
select the second option, only the text needs to be translated.
E-signature Placeholders
Templates created with the 6.6 version of the template design add-in, can contain placeholders for
electronic signatures. The XperiDo 2015 Q1 release supports handling of the electronic signatures via
the DocuSign Digital Transaction platform.
Rich Lay-out Insertions
Templates can contain mappings of rich lay-out input data. Chunks of html, Microsoft Word-documents,
Rich Text files and so on can be mapped into a template, retaining their original rich formatting. In the
6.6 version a number of file types have been added to the list of supported input formats, including PDF
and XPS. PDF and XPS files can be mapped as an image inside an XperiDo document template.
15 | Invenso
Check-in Feedback
The XperiDo template Design Add-in for Microsoft Word has template version control and a checkin/check-out mechanism to download, edit and upload templates which are stored on the XperiDo
Server. Upon check-in of a template, the XperiDo Template Design Add-in 6.6 provides more feedback
than its predecessors on the check-in operation. It shows messages, warnings and errors. Especially
when templates contain mistakes or errors, this feedback mechanism is helpful to quickly identify and
solve the issue(s).
16 | Invenso
17 | Invenso
Conclusion
Automating document creation and delivery flows
is crucial in making today’s organisations more
productive, efficient and successful. With the 2015
Q1 Release, XperiDo is more than ever the
preferred platform to address this challenge. It is
focused around Invenso’s mission to provide the
document creation and output management
solution that is the world’s most easy to use,
manage and integrate.
XperiDo is an Invenso product. All rights reserved.
Invenso bvba
Hooirt 194
9220 Hamme, Belgium
www.xperido.com | www.invenso.com
T +32 52 522 770
F +32 52 522 771
info@invenso.com
18 | Invenso

XperiDo 2015 Q1 Release Preview Guide

Transcription

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