Fusion – Expanding FileNet Capability
Fusion’s Goal –
Expand the strengths and extendibility of FileNet for project content and business
Add the usability of the Sword Fusion user interface for project content and
Provide a set of “Fusion for FileNet” tools and components that complement and
enhance current and future investment in delivering FileNet core technology
within EPC and Client content management requirements
Fusion Design Mandates
Deliver only Fusion functionality that builds on FileNet native API’s and product features –
FileNet CE is the content management system, Fusion is the UI view and presentation
FileNet PE is the BPM engine, Fusion is the UI view and presentation
No custom components or abstracted interfaces for Fusion-built content or BPM functionality
Role-based security configured completely within FileNet Security Model
Employ only web technologies for broadest integration and flexibility
Enhance FileNet “fit-for-purpose” encapsulating core strengths of FileNet CE and PE
within broad MODULAR Fusion “Best Practice Solutions”
What does Fusion Deliver?
Fusion is an application developed and specifically tailored for engineering
New feature rich user interface on FileNet foundation
Brava! Document Review and Redline
Bulk Import and Export
CAD Connector for AutoCAD and MicroStation
Bulk Printing and Plotting Application
Document Renditions Application
Much, much more capability
What is Fusion P8 for FileNet?
Fusion P8 is a Sword product
Replacement for FileNet Workplace
Same business rules (revisions, security, check in/out, promotion) and
FileNet architecture as Workplace
Streamlined and easier-to-use interface; many time-saving methods
Similarities to FileNet Workplace
Same folder structure
Check In/Out model
Differences from FileNet Workplace
Fewer mouse clicks to create or work with documents
Brava viewer for previewing documents without downloading
Easy to access search
No limit on number of fields queried in order to narrow power
Bulk commands (mass check out, mass check in, mass promote,
change a property of several documents at once)
Edit without having to find where you saved something
Types of Documents
Just like Workplace placeholders – just a way to reserve a spot in the system for an upcoming document.
One set of files, one document number. Can be converted to the other document types as needed.
A main document that has links to other documents in Fusion.
Static or Dynamic – that is, it can link to a specific version of another document or it can link to the most
recent version, depending on necessity.
An example is a transmittal – a document that is already in Fusion, but needs to be linked for common
purpose (such as a squad check).
A Complex document consists of a number of files in one container. It has the same function as a .zip file:
it is a collection of documents stored in the same place under the same number. Unlike a .zip file, though,
you don’t have to download the entire file to your computer to find the one piece you were looking for.
An example would be a Word format cover sheet and several Excel files filled with calculations.
Business Rules, Revisions, Metadata
A document must be checked out to work on (not to view; this can
be done by anyone with the rights at any time) and checked back in
once the change is complete. The Edit functionality simplifies saving
and check in greatly.
Revisions still managed by projects, not automatically. Versioning
(major, minor) is independent of revision – it is still done
automatically on check in and out. Promotion rules also remain the
Leave the default server and
language as they show up.
The Google Toolbar pop-up
blocker must be disabled –
otherwise, the screen disappears
when you click Login.
Active Workspace Command Bar Tab Bar Miscellaneous Bar
Various places to view and work with data.
Two main workspaces for documents: Work in Progress and
My Selection allows for a specific subset of data to be stored for a
My Searches keeps saved searches.
Export Templates is a place to determine what data is carried
along with an export task.
Work in Progress
Displays most recent versions of active project documents. This will
be your typical view.
The Release workspace displays only the latest revision of the last
major version documents (E.g. 1.0, 2.0). This workspace is useful
when you are only concerned with the most recent and promoted
Through the Add/Copy option, can move a specific subset of
documents to the My Selection Workspace. This is a temporary
work area and will disappear once your session is over.
Export Templates only come into play if you need to use the
export function to move things to another document management
My Searches is where you can access your saved searches.
Click the [+] to expand, [-] to
Click the folder to see contents (if
any exist within that folder)
– Document Class
Object Stores: how projects are grouped in the system. An object
store keeps the same type of properties and security for all
documents within. When it is called for, it is much easier and
effective to change an entire object store than a single project within
an object store.
The document pane shows either the results of a search or the
results of navigating to a certain place
Sorted by ECM Document Number, but you can choose any other
field; clicking again changes from ascending to descending.
Multiple documents can be selected using shift or control and
clicking for almost any command.
Any selected document will pop
the more info and quick info panes
up on the right.
Any of the links in More Info go
beneath the list of documents in the
Extended Document Pane.
Multiple choices can be made –
and each one stacks; for instance,
you can read the rendition file of an
older version from Version History.
Search Results: The folder you’re currently in or the list of
documents for searching.
Details: The properties of a document.
Preview: View a document without needing to open an application
on your computer. Does not appear if document is a placeholder.
Contents: Only shows when document is logical or complex –
allows you to view the component pieces of a document.
Information: Can see the information page, which has help and
information about the system, from anywhere in Fusion.
Shows whenever a list of documents appears in the Document Pane.
Refresh – Allows you to see any new changes that may have not shown
automatically or done by another user.
Move/Copy – Allows you to move a document to My Selection. Does not
allow to move and/or copy documents from one place to another in the
Work in Progress or Released workspaces.
Change – Allows you to do things to documents and their metadata
View – Appears on any document with content. Will show the document or
the main file within a document (in the case of a logical or complex
Print/Export – Allows you to export or print a list of selected documents or
export the documents to your hard drive.
Publish – Not used yet.
Page options – can use the navigation arrows to move between pages.
Will search any selected folder and
any beneath it for documents
Metadata/property search. Does
not search the text of documents.
Can use wildcards (like *, ?, |, <, >)
Is a “starts with” search. A wildcard
must be used at the beginning to
look within fields if the field does not
start with search term.
Always visible in main workspaces
Links to power search, for any
property in the system
The Information Page is immediately available every time you log
into Fusion. If you happen to need it again, you can select it at any
time using the Information tab and then go back to what you were
Creating a Document
Navigate to where you want the
document to go (skip this step if the
folder does not exist yet).
Click the Create Document button
Creating a Document (cont’d)
These are filled in automatically,
The options are Standard, unless the folder doesn’t exist yet.
Logical, or Complex Click the … to change any levels that
Document. are incorrect.
Refer to earlier slides
for which to choose.
Fill out the document
properties. A red asterisk
means that the field is
Find the document on
your computer or
project share using
the Browse button.
Click “Create” For a placeholder,
choose the button
Creating a Complex Document
When Type is Complex
the Contents tab (circled) to
Creating a Complex Document (cont’d)
Click “Add File”.
Choose the files from
your computer that
make up this document.
You can use shift or control
Then click Open (circled).
Click “Create” when the
dialog disappears and
the files appear in the
Creating a Complex Document (cont’d)
By default, the first
is the primary document.
If this should not be the
case, use the Mark as
The primary document
is typically a cover sheet
or a main file before
Click “Create” when you
are satisfied with the
contents and properties of
Working with Standard Documents
First, check out the document by To change a document directly from
selecting it and clicking ChangeCheck Fusion, choose ChangeEdit. This will
Out. open the native application of the
document (Word for .doc, Excel for .xls,
and the like) for editing. Make your
changes, save, and close the
Working with Standard Documents
Check the document back in
when you are done by choosing
Fill in any metadata fields that have changed since the last version. If
you used the Edit function, leave the Attached file field (circled) as-is.
It will immediately pull the updated document into Fusion. If you are
updating a document from a hard drive or project share, click Browse
and locate it. When done with these steps, click “Check In”.
Working with Complex Documents
Check out the document,
just like a Standard Change the files that make up
Document. the Complex Documents using
these three options (Mark as
Primary, Add File, Delete File).
Any edits must be made outside
Fusion, saved on your hard
Choose ChangeEdit drive and added using the Add
Contents. Do not File option. Click Apply at the
choose Edit. bottom of the screen.
Working with Complex Documents
Check the document back
in by choosing the
ChangeCheck In option.
Make any changes you need to the
properties and click Check In to
complete the update.
The Amend function allows you to change the metadata properties of
a document (or several) without checking it out. You can select
multiple documents using the shift (for several in a row) or control (to
pick and choose). Then choose ChangeAmend.
Make whatever changes you need
to the properties of one document
and either click Amend or click to
the next item (bottom right).
To propagate a property to all of
the documents you have selected,
choose “Propagate Values” and
use the checkboxes to choose
which values to send across to all
selected documents. Click
“Amend All” when you are done.
navigated to by
Fill out as many fields as
you need to narrow
Remember your wildcards.
Click Search to return
Once you’ve executed a search (regular or
power), go to the Searches menu and
choose “Save Search”.
Fill out a Name, and choose a folder in which to
save the search with the … Select the Object Store
and choose ActionsCreate Folder if you do not
have a folder yet. Click OK to choose the folder,
then click Save at the bottom.
Saving Searches (cont’d)
Choose the My
to find your search
again (it will be saved
just like through other
folders and click your
search to reactivate it.
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