Transcript View - Informative Graphics Corporation

Informative Graphics Corporation
View | Annotate | Redact | Publish
Brava!® 7.0 for
OpenText ECM 2010 Content Server
Agenda
• Who is Informative Graphics?
• Brava for Open Text ECM
– Viewing
– Annotate and Publish
– Redact
– Secure and Visual Rights®
• Summary
Who is Informative Graphics?
• Founded in 1990
• Leading developer of commercial software products for
viewing, collaboration and redaction
• Headquartered in Scottsdale, Arizona
• Open Text Global Technology Partner since 2001
• Thousands of customers, millions of users worldwide
• 400+ joint customers worldwide
• 500,000+ Brava for Open Text ECM seats
Joint Customers – Major Wins
• Filogix – 20,000 users
• MINDEF Singapore – 15,000 users
• Bruce Power – 13,000 users
• Deloitte & Touche– 11,000 users
• Husky Energy – 10,000 users
• Barrick Gold – 10,000 users
• Part of Ontario Government EIM “stack” – 165,000 users
• Mosaic Corporation – 10,000 users
Vertical Markets
• Public Sector / Federal Government / State and Local
Government
• Finance / Insurance
• Healthcare
• Manufacturing / Pharmaceutical / Automotive / Aerospace
• Energy / Utilities / Engineering
• Transportation / Shipping
Brava!® for Open Text ECM
View
Document Types
Document Thumbnails
Compound Documents
Content Redaction
Automated Redaction Workflow
Redact
Annotate
Document Review
Document Annotation
Extended Permissions
Group-based Views
Content Secure Format
Secure
New “State Driven” Brava Interface
New “State Driven” Brava Interface
Brava!® for Open Text ECM
View
Document Types
Document Thumbnails
Compound Documents
Content Redaction
Automated Redaction Workflow
Redact
Annotate
Document Review
Document Annotation
Extended Permissions
Group-based Views
Content Secure Format
Secure
View : Browser-based Viewing
Advantages
– Single multi-file format client within web browser
• No need to purchase native applications for each users
desktop
• Unified Interface for all formats
– Viewing is done “on-the-fly” from the original document
• No need to maintain a separate rendition for each document
– Easy to roll out and manage
• Single browser based plug-in for all formats, rollout & admin
is easy
• Multiple desktop applications cost $$ to deploy and manage
View : Browser-based Viewing
Simple, familiar user interface for all formats
View : Brava Compare Tool
Quickly spot differences between revisions
View: Text-Level Document Compare
View : Content Server Thumbnails
Brava provides thumbnails within the Content Server folder view
View : Content Server Thumbnails
Brava provides thumbnails within the search results page
View : Content Server Thumbnails
Brava provides thumbnails within the user interface
Take-Off Counts
Take-Off Count Lists
Slide 18
Copyright © Open Text Corporation 2009 - 2010. All rights
Brava!® for Open Text ECM
View
Document Types
Document Thumbnails
Compound Documents
Content Redaction
Automated Redaction Workflow
Redact
Annotate
Document Review
Document Annotation
Extended Permissions
Group-based Views
Content Secure Format
Secure
Annotate : Browser-based Annotation
• Collaborate on any file format with a familiar, easy to use
interface
• Share and maintain comments / annotations in one place
• Brava never changes the original file
– No data loss
– No need to maintain multiple copies or use “track changes”
• Publish annotated / redacted file to other formats
– PDF
– TIFF
– Secure CSF
Annotate : Simple, Unified Interface
• Complete set of markup
and annotation tools
• Simple to use
• Tooltip help displays
• Familiar buttons
• Easy page navigation
Annotate : Threaded Discussions
•
Changemarks™ AKA “Electronic
Sticky Notes” – great for leaving
comments
•
Have threaded discussions
inside a changemark
•
Much “cleaner” than MS Word
“Track Changes”
•
Allows for faster collaboration
•
Use on any file type
•
Can also be used as bookmarks
making it easy to find locations
in any file
Annotate : Hit-Term Highlighting
Search both documents and drawings
Annotate : CAD Features
• Plot to scale
• Geometry-based measurements
• Count take-off
• Supports x-refs
• Content Server metadata watermark / print banners
• Share markups with others using CSF and free Brava
Reader
– Retains file layers
– Retains block attributes
Annotate : CAD Features

Share markups with others
using CSF
Printing & plotting
– Thumbnail print preview
– Retains file layers
– CAD line weight support
– Retains block attributes
– Metadata watermark / print

Share markups with others
using PDF
 Geometry-based
measurements
 Count take-off
 Supports X-refs

•
Plot to scale
banners
Case Study – Hovensa
• Operates one of the 10 largest
oil refineries in the world
• Produces around 500,000
barrels / day
• Joint venture between Hess
Corporation and Petroleos de
Venezuela
• Located in St Croix, U.S.
Virgin Islands
Slide 26
Copyright © Open Text Corporation 2009 - 2010. All rights
Case Study – Hovensa
The Problem
The Solution
•
Problems viewing various document
and CAD formats
•
Brava along with Open Text
Content Server
•
Tried solutions such as PDF
conversion and plug-in viewers with
limited success
•
Provided a standardized viewing
interface for all files
•
Enabled export of files to PDF
from any viewable source
document
•
Allowed reviewers to quickly
compare drawing versions with the
differences clearly highlighted
•
Text in both documents and
drawings now indexed, making it
available for search within Content
Server
•
Documents were typically printed from
their native application and shared on
paper
Brava!® for Open Text ECM
View
Document Types
Document Thumbnails
Compound Documents
Content Redaction
Automated Redaction Workflow
Redact
Annotate
Document Review
Document Annotation
Extended Permissions
Group-based Views
Content Secure Format
Secure
Redact : Remove information CORRECTLY
• These organizations all used what they thought were redaction
tools. Redaction must be done correctly, use a proven, trusted tool –
Brava!
– FaceBook – ConnectU
sensitive corporate financial data disclosed (valuation) - lawsuit filed
– AT&T
unauthorized NSA surveillance disclosed – facing class action lawsuit
– BofA – Daimler Chrysler - SCO
lawsuit details accidently released to press
– HSBC
exposed sensitive customer bankruptcy data – possible class action
law suit
– TSA – Homeland Security
security procedures disclosed to public – costly changes in protocol
– FBI - Wiretapping Audit Revealed
FBI payments to telecoms revealed to public
Redact : Browser Based Redaction
• Sophisticated redaction tools
–
–
–
–
–
–
Search & redact
Redact from list
Reverse redaction
Redact from (word or phrase) to (word of phrase)
Redact from (page #) to (page #)
Verify redactions etc
• Publish annotated / redacted file to other formats
– PDF,
– TIFF
– Secure CSF
• Brava never changes original file
Slide 30
Copyright © Open Text Corporation 2009 - 2010. All rights
Redact : Remove Sensitive Content
Redact : Automated Workflow Steps
• Auto-redaction / verification Workflow Step
• Automatically search for and redact pre-defined
information from any file
• Simply add this step to any Content Server workflow
Brava!® for Open Text ECM
View
Document Types
Document Thumbnails
Compound Documents
Content Redaction
Automated Redaction Workflow
Redact
Annotate
Document Review
Document Annotation
Extended Permissions
Group-based Views
Content Secure Format
Secure
Secure : Controlled Viewing & Printing
• Prevent users from downloading, copying or printing original
document
• Allow users to annotate and comment on files without ever being
able to download, copy or print them
• Apply & enforce watermarks and banners with dynamic information
including Content Server metadata
• Even prevent copy / screen print
• Permissions applied using extension to Content Server permissions
allowing control on a document-by-document or folder-by-folder
basis
Secure : Controlled Viewing & Printing
Files secured using Brava permissions which are fully
integrated with Content Server permissions
Slide 35
Copyright © Open Text Corporation 2009 - 2010. All rights
Secure : Prevent Users from Downloading Files
Users’ Content Server permissions can be restricted so that users
are prevented from downloading files to their native application
Unrestricted User
Restricted User
Menu items removed and
MFO buttons rendered
inoperative
Secure : Add Watermarks for Printing
Watermarks and banners can be added to documents before they
are printed. They can contain Content Server categories, attributes
and metadata as well as other information fields
Secure : Watermark Content
Watermarks can also be tiled across a document
Secure : Restrict Copying
Even prevent copying from inside a file or from a print screen
Case Study – Sanjel Corporation
• International oil field service
company
• In business since 1982
• 25 offices across North America
and overseas
• Specialized service lines in
–
–
–
–
–
acidizing
cementing
coiled tubing
fracturing
nitrogen
• HQ in Calgary, Canada
Case Study – Sanjel Corporation
The Problem
“The documents our lab create
contain very sensitive information and
we don’t want it getting out. Users
would check these documents out, but
then they could take them right to the
photocopier. Paper just isn’t secure.”
Chris Gaine, Coordinator of
Application and Development
The Solution
 Implemented secure access using
Brava and Content Server
 Employees now able to access
“blend” recipe documents from a
web browser without leaving their
desks
 Documents can be viewed and
annotated without need to print to
paper
 Copying, downloading and printing
is restricted using Brava to only
users with sufficient permissions
Secure : Group-Based Views
Group-Based Views allow different “views” of a document
based on the Content Server group a user is a member of
without the need to maintain multiple renditions of the
document
Secure : Group-Based Views™
• Control which parts of a document users can/can’t see
• Block out sensitive information without the need to maintain
multiple copies of files
• Based on Content Server group membership
• Allows multiple configurations/layers of restricted/unrestricted
information
• Can be applied to a single file or all files in a folder
• Files stay in secure memory, never cached on users system
Secure : Group-Based Views
Create redaction and annotation areas for a document or set of documents
Assign views to a group of users in Open Text Content Server
Protect personal privacy and confidentiality by only showing users the
information they need in order to perform their task
Secure : Assign Views to User Groups
Groups of users are restricted to seeing only the view
that has been created for that group
Secure : Define the Views
Create view by zone or by script. Markups or redactions can be added
Zone Based
Redaction Script
Document secured by Brava! Group Based Views™
Slide 46
Copyright © Open Text Corporation 2009 - 2010. All rights
Secure - Different Views for Different User Groups
Original document remains the same, redacted and/or annotated
versions are displayed differently to different groups of users
Redaction Administrator sees
Records see
Doctors see
Admissions see
Secure : External Sharing
• Content Secure Format (CSF) with Visual Rights® created
with Brava!
• Similar to PDF but secure
• Visual Rights persistent security
–
–
–
–
password protect / redact
enforce watermarks & banners
date expire
control copying / printing / publishing to other formats etc
• No 3rd party editors
• View outside of Content Server with Brava Desktop or free
Brava Reader
• 256-bit encryption
Secure : External Sharing
CSF with Visual Rights® - share files securely outside of
Content Server
Secure : Easily Create CSF Files
Secure files can be created using Brava’s CSF format.
Just 3 clicks from the Brava interface and send the file
out as an email or save locally.
Case Study – ARYx Therapeutics
• Specialize in development of
retrometabolic drugs
• Focusing on improving the
safety of oral therapies for
chronic disease
• Founded in 1997
• Based in Fremont, CA
Slide 51
Copyright © Open Text Corporation 2009 - 2010. All rights
Case Study – ARYx Therapeutics
The Problem
 Need to share data with potential partners
while protecting intellectual property






including pre-clinical
clinical,
manufacturing
quality control
regulatory
intellectual property information
 Originally, partners came on site and
review thousands of technical documents
while being supervised by ARYx
employees
 Very costly and time consuming
The Solution
 Implemented Brava and Content Server
 Technical documents can now be
distributed to potential partners using
Brava’s Content Secure Format (CSF)
 Potential partners can download free
CSF viewer to review the files
 CSF can prevent users from copying or
printing these documents even when
taken outside of the enterprise
 Files can be “date expired” so once a
partner is found to produce the drug, files
become unusable to others therefore
reducing risk of copying
Brava Flash Version 2.0
Flash Viewer - zero client footprint – any platform that
supports Flash
Brava Flash Version 2.0
Copyright © Open Text Corporation 2009 - 2010. All rights reserved.
Slide 54
Brava Flash Version 2.0
• Support Adobe Flash Version 10.1
• Support for annotation reading including lines, text,
highlights, and Changemarks
• State Driven (same as Brava ActiveX)
• Supports Brava 7.0 changemark discussions and state
attributes
• Interface can be re-skinned to any color scheme
Brava Flash Version 2.0
Brava Flash Version 2 – Annotations
Brava Flash Version 2.0 – Runs on Android
Summary
• Browser-based Viewing & Annotation
– native application not required on users desktop
• Publish files to other formats (PDF, TIFF & CSF)
• Controlled Viewing and Annotation
– virtually any document type within Content Server
– restrict download, copy and printing
– enable searching of documents and drawings in Content Server
• Brava Group-based Views
– control the parts of a document users can / can’t see
• Share information outside of Content Server
– secure CSF format with Visual Rights
Slide 59
Copyright © Open Text Corporation 2009 - 2010. All rights