An innovative way to access Livelink®

SLIM Applications BV

Livelink is a registered trademark of OpenText CorporationLL Navigator is a trademark of SLIM Applications BV

LL NAVIGATOR™

AGENDA• Introduction Livelink

• LL Navigator

• Demo

• Pros and Cons

• Use cases

• Planned functionality

• Questions

• Technical information

INTRODUCTION LIVELINK• Advanced Document Management capabilities:

- Different types of objects (e.g. documents, folders, projects, ..)- Versioning- Metadata (Categories/attributes)- Compound documents- Granular permissions

• Livelink has an hierarchical structure- Enterprise workspace with folders/projects/compound documents- Nesting allows for creation of deep structures

INTRODUCTION LIVELINK 2Livelink Access:

• Browser (Internet Explorer®, Chrome®, FireFox®, ...)

• Livelink Explorer (Office 2007)

• Windows Explorer (requires Livelink WebDAV module)

• Client-side solutions (based on Livelink API)

• LL Navigator

Internet Explorer is a registered trademark of Microsoft Corporation in the United States and other countriesChrome is a registered trademark of Google IncFirefox is a registered trademark of Mozilla Foundation

LL NAVIGATOR

Key capabilities:

• Access Livelink using familiar “Windows Explorer” interface in a browser

• Core functionality (add documents/folders, delete multiple items)

• Extended functionality (upload/download multiple documents, drag and drop, add versions, ... )

• Support for metadata

• Performance (e.g. typically 60 % less network traffic, parallel uploads, caching, ...)

DEMO• Getting started

• Navigate Livelink

• Add items

• Delete items

• Upload folders/files (and drag & drop)

• Download files

• Move / Copy (within Livelink)

• Edit Office files

• Favourites

DEMO – GETTING STARTEDSelect option

from Enterprise menu

DEMO – NAVIGATING LIVELINK Display Personal Workspace, Enterprise

Workspace and Favourites

DEMO – ADD ITEMS Add new items or delete multiple

items

DEMO – DELETE ITEMS Select one or more items in multiple

locations

DEMO – UPLOAD ITEMS• Choose files

• Drag and Drop (DnD) into drop area

• Drag and Drop (DnD) into LL Navigator tree

DEMO – UPLOAD “CHOOSE FILES”Click “Choose Files” and then

select multiple files

DEMO – UPLOAD “CHOOSE FILES” 2Click Upload to start uploading of the selected files or folders

DEMO – UPLOAD “CHOOSE FILES” 3Progress per item and overall progress bar

DEMO – “DND TO DROP AREA”Drag folders/ files for uploading

DEMO – DND INTO LL NAVIGATOR TREE

Drag files for uploading

Drag folders/files for direct uploading into navigation tree

DEMO – DOWNLOAD FILESClick “Download” to download one

or more files

DEMO – FAVOURITESEasy access to nested content using Favourites

Use Add Favourite to create a new

favourite

DEMO – MOVE / COPYDrag multiple items within Livelink

Standard Livelink move form

DEMO – MOVE / COPY• Press shift, control or alt to copy instead of move

DEMO – EDIT• Requires Livelink Office Editor

• Chrome:- IE Tab extension (free from Chrome store)- define 1 rule

• Only Office files

LL NAVIGATOR - PROS• User experience:

- “Windows Explorer” like interface for Livelink using a browser- Minimal user training- “Ribbon” with contextual instructions- Easily switch to standard Livelink view

• Performance:- Faster than standard browsing- Reduces network load (typically 60 %) for common operations- Caching (e.g. Folder structure(s), favourites, ..)- Parallel processes for uploading and downloading (default 6x)

LL NAVIGATOR – PROS 2• Functionality:

- Core functionality (e.g. add document/folder/compound document)- Upload multiple documents- Download multiple documents (from different locations)- Support for metadata- Delete items (in different locations)- Drag and drop files- Drag and drop folder stuctures (only Chrome)- Move / Copy items within Livelink- Add versions to existing documents- Favourites (using existing Livelink Favourites)- Last Location- Office Integration (requires extension for Chrome)

LL NAVIGATOR – PROS 3• Deployment:

- No server-side installs- No extra load on the Livelink servers- No client-side installs- Supports multiple Livelink versions (versions 9.7.0, 9.7.1)- Single HTML file (150 kB) per Livelink instance- No dependency on Operating Systems / Office versions- Suitable for extranet users- Allows throttling (e.g. max file size 25 MB, max volume of set 200 MB, max number of concurrent threads)- Configure settings per instance

LL NAVIGATOR – PROS 4• Security:

- Adopt Livelink permissions- Supports Single Sign On and Livelink authentication- Uses browser settings for file downloads

LL NAVIGATOR – CONS• Different interface for Livelink

• Current version supports Chrome and Internet Explorer 10 and 11Internet Explorer 8 and 9 have a reduced set of functionalities

• Office integration on Chrome requires Livelink Office Editor ActiveX + IE Tab extension for Chrome

• No direct drag and drop from Outlook to Livelink (requires intermediate step using desktop)

• Only 1st 1000 items within a container (e.g. Folder) are listed

• Permissions checked after making request (like windows explorer)• Duplicate uploads when using integrated windows authentication

LL NAVIGATOR – USE CASES• Replacement Livelink Explorer

• Replacement Livelink WebDAV

• Continue use of legacy Livelink versions with recent Operating System / Office versions (e.g. Access Livelink 9.7.0 from a 64-bit Win 7 client)

• Provide rich functionality for extranet users

• Improve performance for users with constrained network conditions

PLANNED FUNCTIONALITY• Download folder structures from Livelink to desktop (Chrome only)

• Support for Content Server 10 and 10.5 (i.e. latest version Livelink)

• Reporting capabilities (for Livelink content)

• Automatic extraction email metadata (e.g. From, subject, ..) from msg files

• Increased thresholds for Internet Explorer (25 MB per file and 250 MB for a set of documents)

SUMMARY• Browser based tool to access Livelink content using

“Windows Explorer” like interface

• Core and extended functionality

• Designed for performance

• Easy to deploy

“An innovative way to access Livelink”

QUESTIONS• ...

MISCELLANEOUS• Select range of items

• Delete multiple items using keyboard “Delete” button

• Special characters in downloaded files automatically removed

• Focus on display area LL Navigator or standard Livelink

• Upload emails to Livelink:1. drag email(s) from Outlook to desktop2. drag email(s) from desktop to LL Navigator

TECHNICAL INFORMATION• Technology used

• Browser dependency

• Network characteristics

• XMLExport limit

• Livelink Explorer / Livelink WebDAV / LL Navigator

• Software requirements

• Hardware requirements

• Livelink / Livelink Explorer Support Lifecycle

• Office integration through Livelink Office Editor ActiveX

TECHNOLOGY USED• AJAX (JavaScript, XMLHTTP, XSLT, ..)

• HTML5

• XML Export interface of Livelink

Works transparent with:

• Network optimisation techniques (e.g. Riverbed WAN appliances)

• Load balancers

• Authentication protocols (NTLM, Kerberos, Livelink authentication)

BROWSER DEPENDENCYFunctionality Chrome IE10/IE11 IE8/IE9

LL Navigator tree Core functionality (e.g. Add Document / folder, delete items, ...) Drag and Drop files Drag and Drop folders (incl. files) Move / Copy items within Livelink Upload multiple files Download multiple files Metadata (Categories and Attributes) Switch to standard Livelink view Favourites Add versions Microsoft Office integration through Livelink Office Editor (ActiveX) Last Location (in Livelink)

NETWORK CHARACTERISTICS

Activity Livelink 9.7.0 Livelink Explorer LL Navigator (reduction to LL970)

Create new folder 111 kB 82 kB 60 kB (46 %)

Add 100 kB document 113 kB 35 kB 53 kB (53 %)

Delete document 114 kB 19 kB 19 kB (83 %)

Browse folder 2 items 52 kB 4 kB 3 kB (94 %)

Browse folder 10 items 85 kB 9 kB 11 kB (87 %)

kB received

NETWORK CHARACTERISTICS 2

Activity Elapse time in s # requests

LL Navigator 16 81x

Livelink Explorer 40 75x

Livelink WebDAV 66 165x

Folder structure with:-18 files- 4 folders- size 10MB

Tested on same client, same network conditions againsta vanilla Livelink 9.7.0 instance (configured with NTLM)with no other users

1000 ITEM XML EXPORT LIMIT

B EC D

A

12 3 10011000

a b c ed

x y

Items in red are skipped due to the 1000 item XML Export limit

Warning is shown when a container contains 1000 or more itemsMitigate by increasing the limit (per server) or by splitting content across multiple containers

FUNCTIONALITY MATRIXFunctionality Livelink Explorer Livelink WebDAV LL Navigator

Client-install Yes No No

Server-install Yes Yes No

Drag and drop files Yes Yes Yes

Drag and drop folder structures Yes Yes Yes (Chrome only)

Copy / Move within Livelink Yes Yes Yes

Document versions Yes No Yes

Compound Documents Yes No Yes

Custom objects (e.g. Email folder) Yes No Yes

Microsoft Office integration Yes Yes Yes for IE10 and IE11, Partial for Chrome (free extension)

Microsoft Outlook integration Yes Yes Partial requires 2 steps

Metadata Yes Partial (only via browser) Yes

Implementation Complex Complex Simple

Security risks Moderate Moderate None

Limits on uploads Yes None Yes

Performance Moderate Moderate High

x64 clients No Yes Yes

SOFTWARE REQUIREMENTSBrowser (version) Client OS Comments

Chrome (26+) Vista / Win 7 / Win 8

IE11 Win 7 SP1+ / Win 8.1 / Win 8.1 RT

IE10 Win 7 SP1+ / Win 8

IE9 Vista SP2+ / Win 7 Strongly reduced functionality

IE8 XP SP2+SP3 / Vista / Win 7 Strongly reduced functionality

Note: FireFox 25 and Safari 7 also support HTML5 but have not been tested. Mac and Linux requirements have not been tested

HARDWARE REQUIREMENTSComponent Chrome (26+) IE10

Processor Intel Pentium 4 or later 1 GHz x86 or x64

Disk space N/A N/A

RAM (for LL Navigator) 768 MB 768 MB

Note: Mac and Linux clients have not been tested

LIVELINK SUPPORT LIFECYCLEProduct Version Release Date Sustaining Maintenance*

Livelink 10.0.0 September 2010 N/A

Livelink 9.7.1 December 2007 September 2013

Livelink 9.7.0 December 2006 April 2012

Livelink 9.6.x May 2006 July 2008

* Sustaining Maintenance: the core development team is redirected to other work and no new services packs and patches are released for general use. Product defects and enhancement requests may still be reported, but work by the core development team on these issues will be discontinued. Migration to a Current Maintenance version may be required

LIVELINK EXPLORER SUPPORT LIFECYCLEProduct Version Release Date Sustaining Maintenance

OpenText Explorer 10 December 2010 -

Livelink Explorer 4.8.6 December 2009 June 2012

Livelink Explorer 4.8.5 January 2009 June 2011

Livelink Explorer 4.8.3 May 2008 July 2010

Livelink Explorer 4.8.2 December 2007 November 2009

Livelink Explorer 4.8.1 May 2007 June 2009

OFFICE INTEGRATIONRequirements:

IE Tab extention is a free extension and can be installed on locked down machines

Chrome IE

Livelink Office Editor ActiveX Yes Yes

Install IE Tab extension Yes N/A

Create rule in IE Tab Yes N/A

OFFICE INTEGRATION 2How does it work on Chrome:

• LL Navigator checks if the extension is present. If so, it displays the edit link for Office documents

• User clicks on edit link and a separate tab is opened

• Office application starts with the selected file

OFFICE INTEGRATION 3How does it work:

• User modifies Office file and closes Office tool

• LL Navigator checks if the document is still reserved. If so, it allows the user to unreservethe document

SLIM Applications

CATEGORIES WITH REQUIRED FIELDS• Apply a category with required attributes to a folder

• Upload one or more documents

•An error is reported to inform the user that a fieldis required. Instructions are provided to remediate the problem.