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XperiDo 2015 Q1 Release Preview
Server-side Document Automation
Quick Solution Recap
Why and how are you using XperiDo?
Added Value
XperiDo automates the generation and delivery of documents
easy to use | easy to manage | easy to integrate
Generate documents in
one or two clicks
Server-based approach
User-friendly data definition
Intuitive template design
XD Nucleus API
Out-of-the-Box integrations
Solution Delivery Models
XPERIDO ON PREMISES & PRIVATE CLOUD
XPERIDO AS A SERVICE
Installed on a local VM
or privately hosted in a data center
Fully managed cloud service
Small footprint installation
License or Subscription based business model
Secure communication with source data bases
Subscription based business model
Solution Flavours
XPERIDO NUCLEUS
“Base”/”Developers” flavour of XperiDo
XPERIDO FOR MICROSOFT DYNAMICS CRM
Out-of-the-Box integrated flavour of XperiDo
Contains:
Contains:
XperiDo Server (with DevStudio en AdminConsole)
XperiDo Nucleus API/SDK
XperiDo Online Management Console
XperiDo Template Design Add-in for Microsoft Word
XperiDo Server (with DevStudio en AdminConsole)
XperiDo Managed Solution for Microsoft Dynamics CRM
XperiDo Template Design Add-In for Microsoft Word
What’s new in the 2015 Q1
Release?
XPERIDO NUCLEUS
Version 2.0
XPERIDO FOR MICROSOFT DYNAMICS CRM
Version 3.3
XPERIDO TEMPLATE DESIGN ADD-IN FOR MICROSOFT WORD
Version 6.6
XPERIDO SERVER
Version 6.6
XperiDo Nucleus 2.0
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New API/SDK
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New types of data sets
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Filtered lists of templates
Dynamic Fields
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Wrapper that can contain multiple docx files (e.g. for multiple language versions of a template)
Markers
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Complex xsd, xbscript
New template file format: XperiDo Template Archive (XTA)
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Soap/Rest flavour and java/.NET flavour
Questions presented to the end user at generation time
Parent-Child relation between XperiDo projects
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Inheritence of data sets, templates and assets
XperiDo for Microsoft Dynamics CRM 3.3
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Supported versions of Microsoft Dynamics CRM:
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Optimized Caching
XTA format and Multilanguage Templates
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Support for all standard CRM activity fields
Detailed Feedback after Generation
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Dynamic content in all relevant output parameters
Improved CRM Activity Creation (Letter/Task/E-mail/Note)
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Wrapper that can contain multiple docx files (e.g. for multiple language versions of a template)
Data Set Tokens
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2011 (CfMD certified),
2013 (PlatformReady certified),
2015 (No certification tests available yet),
Online (CfMD certified)
Direct links to all created outputs
Optional integration with DocuSign for e-signing
Localisation
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German UI available shortly – other languages: English, French and Dutch
XperiDo Template Design Add-in for MS Word 6.6
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Supported versions of Microsoft Word:
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Support for XTA wrapper format and Multilanguage Templates
Support for DocuSign eSignature Placeholders
Additional ‘System’ Dynamic Fields
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Including PDF
Optimisation of Check-in Procedure
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Document creation date, Template Name, Document unique transactionID
New rich input formats supported
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2007, 2010, 2013
More feedback on messages, errors and warnings
Thumbnail Manager
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Create your template thumbnail with a sample
How to update?
Delivery
Update process
Changes to the Commercial Model
XperiDo Cloud Customers
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XperiDo Aries and Taurus Cloud servers are scheduled for updating in February 2015
Operation
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XperiDo Server update (by Invenso)
Docx -> XTA migration of templates (By Invenso)
Update of the XperiDo Managed Solution for Microsoft Dynamics CRM (by the customer/partner)*
Installation of the new XperiDo Template Design Add-in for Microsoft Word (by the customer)
* XperiDo for Microsoft Dynamics CRM only
XperiDo OnPrem/PrivateCloud Customers
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2015 Q1 update is optional
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General availability for maintenance customers : January 15, 2015
Installation options
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Support for XperiDo Nucleus (version 1) is guaranteed until 2015/12/31
Support for XperiDo for Microsoft Dynamics CRM 3.2 is guaranteed until 2015/12/31
Support for XperiDo for Microsoft Dynamics CRM 3.1 is guaranteed until 2015/08/01
XperiDo for Microsoft Dynamics CRM 3.0 no longer supported
DIY: Update Guide will be made available
No fee
Through your XperiDo partner
Partner support fee may apply
Through Invenso Support Services (available for Invenso-serviced customers)
Hourly fee applies
Operation
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XperiDo Server update
Docx -> XTA migration of templates
Update of the XperiDo Managed Solution for Microsoft Dynamics CRM*
Installation of the new XperiDo Template Design Add-in for Microsoft Word
* XperiDo for Microsoft Dynamics CRM only
XperiDo Partners
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XperiDo Demo environments on Gemini servers to be updated before the end of the
month
Procedure:
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E-mail invitation with scheduled date for update (keep an eye on your inbox)
XperiDo Server update (by Invenso)
Docx -> XTA migration of templates (By Invenso)
Update of the XperiDo Managed Solution for Microsoft Dynamics CRM (by the partner)*
Installation of the new XperiDo Template Design Add-in for Microsoft Word (by the partner)
* XperiDo for Microsoft Dynamics CRM only
Commercial Model
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Updated Versions and Pricing
XperiDo is an Invenso product.
www.xperido.com - www.invenso.com