ProcessDocumenter
ProcessDocumenter
Using an interactive, on-screen visual representation, you can create, track and manage your process documentation in a central SharePoint installation - without the danger of local file copies.
Overview of ProcessDocumenter
- Provides all necessary functions that are needed for the creation, tracking storage and management of process diagrams
- Users can be given rights to view the diagrams directly in the original Visio format, not HTML copies
- Copy/paste functions inside the diagrams can be activated/deactivated
- Only users with the corresponding rights can make changes and save them to the process repository
- Local copies of the files cannot be saved – the files persist in the SharePoint portal exclusively
- Additional files (Word, Excel etc.) can be added to each process diagram and saved in the Portal in addition to the diagram itself
- From each shape hyperlinks can be created to any other diagram or external file – the shapes visualize the existence of hyperlinks through SmartTags
- Visio SmartTags are used to represent the presence of additional information (hyperlinks, external documents)
- Users can be given different levels of write and read permissions
- The shape data is mapped into SharePoint lists – upon customer request the data can also be stored/mapped in a database
Process documentation simple and centralized
The ProcessDocumenter, based on the maguro DataAssist visPart technology, allows the user to quickly and simply create a process portal based on the Microsoft SharePoint technology. This centralizes company's process documentation and related information in a single source called the Process Information Source. This includes all external files, additional documentation, work descriptions and texts. The central storage repository makes corporate knowledge available to every user in the organization quickly with permission-based role security.
Our solution provides all functions to create manipulate and store process diagrams. Microsoft Visio is used as the graphics engine, encapsulated through our visPart technology in a SharePoint Web part. A minimum installation of Microsoft Visio on the client machine is sufficient
Overview
ProcessDocumenter allows users access with role based security.
Maximum security of corporate information is provided through central storage and management of files and rights in the SharePoint portal server.
ProcessDocumenter
Data is mapped
The internal process data is stored in invisible SharePoint lists and can be evaluated through predefined reports.
Custom reports are available on request. In addition we are able to replicate the data to a SQL server database. This allows the creation of any kind of report through the use of Microsoft SQL Server Reporting services.
visPart: product technology for the encapsulation of Microsoft Visio in a SharePoint Web part
ProcessDocumenter leverages the visPart product technology. Through visPart, Microsoft Visio is encapsulated in a SharePoint Web part, providing full range of Visio functionalities inside a SharePoint Web part.
You can switch dynamically or by configuration between the Visio Drawing Control (full Visio functionality) and the Visio Viewer Control (view and print only – no changes possible). Microsoft Visio must be locally installed on the client computer of the user. To use the DataGraphics™ functions, Microsoft Office Visio 2007 must be installed. This is used for the visualization of mandatory information in the Shapes.
System requirements for the server
- Window Server 2003 or Windows Server 2008
- Windows SharePoint Services 3.0 (WSS) or Microsoft Office SharePoint Server 2007 (MOSS)
- Microsoft .NET Framework 3.5
System requirements for the clients
- Microsoft Office Visio 2003 or Microsoft Office Visio 2007 (minimum installation required)
- Microsoft .NET Framework 3.5
- Internet Explorer 7
