The document provides an overview of Novell Vibe, an electronic records and document management (eRDMS) system. It discusses where the implementation is at the National Research Foundation (NRF), recaps why eRDMS is being used, and outlines next steps which include end user training, a phased rollout, and future improvements to the system like enhanced mobile access and productivity features. Contact information is provided for the eRDMS team members available to assist with the implementation.

1. Novell Vibe®
Radar and Roadmap
Anthony Priestman
Sr. Solution Architect
apriestman@novell.com
Christiaan Swanepoel
NetCB

2. Electronic Records
and Document Management
(eRDMS)
2
20 September 2013

3. Agenda
• Where are we
• eRDMS Recap
• Going forward
• Demo
• eRDMS Team
3

4. eRDMS – Where are we?
2009
Submit
File Plan
for
Approval
to
National
Archive
2010
Start with File
Plan
implementation
in NRF &
SAASTA
2011
R&DM
Audit done
Result:
Non-
compliance
2011
Shape up File
Plan
implementation
and start
procurement of
eRDMS
2012
Appoint
NetCB to
design and
implement
the NRF
eRDMS
2012 /13
Design and
configure
eRDMS
Workshops
Information
sessions
MDIF
4

5. eRDMS Recap
5
Why eRDMS?
•Easy access and quick retrieval of
records and documents
•Can search text within a stored
record and document
•Cost saving (less off-site storage
required)
•Security of documents (assign
access rights)

6. Corporate
RISA
SAASTA
eRDMS – Going forward
6
MDIF
End User
Training
RDOC CoP
Roll-out to
NF’s and
Bu’s
Phase 1 Phase 2
We are here
20 Sep 2013

7. eRDMS Team
7
Hein Spingies
hspingies@nrf.ac.za
(012) 481 4363
Kedibone Madikologa
Kedibone.madikologa@nrf.ac.za
(012) 481 4362
Phemy Lekalakala
Phemy.lekalakala@nrf.ac.za
(012) 481 4270

8. ERDMS @ NRF
Login Page
8

9. 9

10. The File Plan
Approved by National Archives
and Records Services
(Republic of South Africa)
10

11. 11

12. File Plan Views
Custom Workspace and Folders
in Novell Vibe
12

13. 13

14. 14

15. Records Submission
Users submit records
Record Administrators validate
quality through Vibe Workflow
15

16. 16

17. 17

18. 18

19. Important
• Keep it simple
• Build a Collaborative Approach
to Records Management
• Deploy Document Management
at the same time 19

20. 20

21. Vibe, codename Hudson

22. © Novell, Inc. All rights reserved.22
Novell®
GroupWise®
Novell® Collaboration Integrations
Integrations
• Calendar sync
• Task sync
• Escalate from e-mail to team, to chat
• Unified search experience
• Document management integration
Integrations
• Histories stored in
GroupWise
• Rich presence
Novell Vibe™ Novell Messenger

23. © Novell, Inc. All rights reserved.23
Novell Vibe®
Next Generation Collaboration Platform That Combines the Best of:
Document Management
Project Collaboration
Collaborative Intranets
Knowledge Repository
Process Automation
Versioning, Sharing, Approval,
Lifecycle, Search
Tasks, calendars, security, one
place, awareness, retention,
internal/external users, apps &
processes, templates/reuse
Collaborative, user control &
contribution, flexible, branding,
awareness, social
Depth: wiki, blog, discussion,
files, tasks, calendars, images,
custom forms, 400+ file types
Advanced and simple
workflows, custom forms
MOBILEACCESS

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Vibe User Interface

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What's New (Activity Stream)

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Task Management

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Novell Vibe® Is Used for Novell Betas

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Enablement Central is in Novell Vibe®

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Enhanced Mobile UI
Mobile Browser SupportiPhone and Android App

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Vibe Add-in for MS Office – NEW!
Vibe Tab
Versions
Profiles
Ratings
Tags
Comments
and
Discussions

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Vibe Desktop – NEW! (Windows and Mac)
Offline File Sync
Vibe in Libraries
Vibe in Status Bar

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Integrations with
GroupWise® and Novell Messenger
• Embedded workspaces
• Drag-&-drop e-mails and attachments
• Cross-product search
• View live Vibe content
• Entitlement to Novell Messenger
• Integrated presence
• Start IM from Vibe

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Validation
— Michael Fauscette, Group Vice President,
Software Business Solutions at IDC.
“Businesses want solutions that help their
employees get work done, but don't create
security problems. Novell Vibe® gives CIOs the
balance they need between keeping their
workers productive and protecting corporate
assets and business knowledge.”
Novell® named a leader in
Forrester Wave Collaboration Platforms

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Novell Vibe® Selling Advantages
• Faster time to productivity
– Quick install and setup with flexible configuration options
– Easy site and workspace creation and branding
– Convenient to connect to existing file stores
– End user customizable without requiring major setup or developers
– Integrations with Microsoft Office and desktop file explorer
• Better Return on Investment
– Robust content management, feature depth and workflow capabilities
– Powerful role-based, security and access controls
• Novell Integrations
– Novell GroupWise®
– Novell Messenger

35. © Novell, Inc. All rights reserved.35
Vibe Resource Library
www.novell.com/vibe
• Forms
• Workflows
• Workspaces
• Webinars new
• Articles
• Videos
• Success Stories
• Use Cases
• White Papers
• More
See complete library at:

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Vibe Sandbox (Public Access)
http://vibe.novell.com
• Working forms
• Working workflows
• Sample workspaces
• Hands-on demos new
• Webinars new
• Projects new
• Uses novell.com
credentials
• Every user gets
personal workspace
with limited storage

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Customizing Your Vibe Site
• Basic Customizations
‒ No coding required: Branding, Forms and Views, Landing Pages, Workflows,
Templates, Accessories
• Custom JSPs
‒ Simple modifications using JSPs and JSTL: Customize Forms and Views,
Landing Pages and JSP call-outs (Built-in hooks for adding custom code),
CSS, Colors and Images
• Remote Applications
‒ Integration with other applications: Data from external application is shown on
Vibe pages
• Extensions
‒ Extending the Vibe code: A packaged add-on to Vibe like new entry types,
templates or workflow call-out code.
• Configuration Files

38. © Novell, Inc. All rights reserved.38
Novell Vibe®
moving forward
Novell Vibe
Novell Vibe 3.3:
• File Sync and Off-line access
for Windows and Mac
• MS Office add-in
• Dynamic groups
• MyCalendar & MyTasks
• Landing Page improvements
• TOCs in Wiki
• Workflow improvements
• Quality and performance
* Features under consideration
2012 Future2013
Hudson:
• OpenID support
• Filr integrations
• WebDAV Improvements
• iOS off-line files and sync
• Android off-line files and sync
• Productivity: folder UI, multi-
entry actions, filtering, drag &
drop, commenting, sharing,
people search, profiles,
landing page preview
• Folder export/import*
Inverness:
• Shibboleth support
• Peer-to-peer messaging
• Integrated chat
• Gantt charts* / Quick teams*
• Improved tablet support
Next:
• Team management
• Improved branding,
theming and
customization
• Refresh workflow
definition tools
• LibreOffice Add-in
• Outlook integration
• Full GW calendar and
task sync
• Search Improvements
• RedHat (RHEL) support
• Mobile UI

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Productivity Boosters (Hudson)
• Filr integrations (My files, Share, Net Folders)
• Improved Drag-&-drop
• Enhanced filtering (multiple filters)
• More polished look and feel
• Multi-entry actions (move, copy, read/unread,
lock/unlock, change, subscribe..)
• Powerful sharing (internal, external, viewer,
editor, expiration)

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iOS and Android Clients (Hudson)

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OpenID Support (Hudson)

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Integrated Chat (Future)

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Free Novell Vibe® Resources!
• Try out the Virtual Sandbox
‒ vibe.novell.com
• Download Starterpack (10 Free Licenses)
‒ www.novell.com/vibe
• Visit the Resource Library
‒ www.novell.com/vibe

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© Novell, Inc. All rights reserved.44

45. This document could include technical inaccuracies or typographical errors.
Changes are periodically made to the information herein. These changes may be
incorporated in new editions of this document. Novell, Inc. may make improvements
in or changes to the software described in this document at any time.
Copyright © 2011 Novell, Inc. All rights reserved.
All Novell marks referenced in this presentation are trademarks or registered trademarks of
Novell, Inc. in the United States. All third-party trademarks are the property of their respective
owners.