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Organice-White-Paper-SharePoint-for-Engineering-Document-Management

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►www.organice.com

ManagingCADfileswithSharePoint

 AwhitepaperbyCadacOrganiceBV

Date:

29-1-2009

►www.organice.com

0 1 2 3

Summary...............................................................................................................3 Introduction............................................................................................................4 Engineeringdocumentmanagement.....................................................................5 ManagingCADfiles...............................................................................................6 3.1 CADfiles........................................................................................................6 3.1.1 Referencefiles........................................................................................6 3.1.2 Layouts....................................................................................................7 3.1.3 Titleblocklinking.....................................................................................8 3.1.4 ViewingCADfiles....................................................................................8 3.1.5 BIM..........................................................................................................8 3.2 CADintegration..............................................................................................9 3.2.1 CADintegrationmodules........................................................................9 3.2.2 PDMintegration....................................................................................10 3.3 SharePointforengineeringdocumentmanagement....................................10 3.3.1 ManagingworkinprogressandreleaseddocumentsinSharePoint....11 3.3.2 ManagingreleaseddocumentsinSharePoint.......................................11 3.3.3 Engineeringdocumentmanagementfunctionality................................12 4 Conclusion...........................................................................................................14 5 Organice..............................................................................................................15 5.1 OrganiceExplorer........................................................................................15 5.2 OrganiceTransmit........................................................................................16 5.3 OrganiceScan..............................................................................................16 5.4 OrganicePublish..........................................................................................16

Copyright © 2009 Organice

Page 2 of 17

2009-02-11

►www.organice.com

SharePointprovidesapowerfulplatformfordocumentmanagementandproject collaboration.Manyengineeringcompaniesandespeciallyprojectdrivenengineering companiesthatintensivelyshareandexchangedocumentswithinternalandexternal projectpartners,arelookingintoSharePointasasolutionfortheirengineering documentmanagementneeds.Buttoprovideacomprehensivesolutionfor engineeringdocumentmanagement,SharePointneedstobeabletostoreand manageCADfilesandneedstoprovidetypicalengineeringdocumentmanagement functionality. SharePointout-of-the-boxdoesnotprovideintegrationwithCADapplicationsand lackstypicalengineeringdocumentmanagementfunctionality,likeaviewertoview andredlineCADfileswithoutthenativeCADapplication,functionalityfordocument distributionandtracking,functionalityforscanninganddigitallystoringpaper-based documentsandfunctionalitytopublishandconvert(CAD)filesintoanindependentfile format,sotheycaneasilyandsafelybesharedandexchangedwithothers. ForsomeCADapplicationsintegrationwithSharePointisavailable,whileforothers theirrelatedPDMsolutionintegrateswithSharePoint.Butthereisnotonesingle solutionthatprovidestheintegrationofCADapplicationsfromdifferentvendorswith SharePoint.Asaresult,projectorganizationsthatworkwithmultipleCADsystemsare facingaseriouschallengewheretheyneedtocollaborateandshareandexchange theirdocumentswithSharePoint. ThebestwaytobenefitfromSharePointasanengineeringdocumentmanagement solutionistofocusontheoptimalwaytomanagetheirCADfiles.Ifintegration betweentheirCADapplicationandSharePointisavailable,SharePointcanbeusedto manageboththeworkinprogressaswellasthereleasedCADfilesforsharingand distribution.Ifintegrationisnotavailable,SharePointcanbeusedtomanagethe releasedCADfilesforsharinganddistribution.InthiscasetheCADfilesarebest managedwithintheirCADapplicationorrelatedPDMsystemandpublishedand importedintoSharePointwhenreleased. FurthermoreitisimportantthattheproperfunctionalityisprovidedintheSharePoint environmenttoworkefficientlywithengineeringdocuments,likeaviewer,functionality fordocumentdistributionandtrackingandfunctionalityforscanning.Efficient engineeringdocumentmanagementfunctionalityiscrucialforthedifferentusersin your(project)organizationtoworkefficientlywithdocuments,supportingthemintheir dailyworkandresponsibilities. CadacOrganiceenrichesSharePointwithCADintegrationaswellastypical engineeringdocumentmanagementfunctionality,soyourentire(project)organization isabletoworkefficientlywithengineeringdocuments.

Copyright © 2009 Organice

Page 3 of 17

2009-02-11

►www.organice.com

MicrosoftSharePointisaplatformforEnterpriseContentManagementandcanbe usedtoshareandexchangeinformationacrossboundaries.InSharePointyoucan centrallystore,manageandaccessdocumentsacrossyourenterpriseandyoucan makethemavailableandaccessibletoexternalcompanieslikeyourprojectpartners, suppliers,customers,etc. Buttoprovideacomprehensivesolutionfordocumentmanagementinanengineering environment,SharePointneedstobeabletomanageallkindsofdocuments, includingengineeringdocumentslikeCADdrawings.Thesedrawingsareoften createdwithtoolsthatdonothaveanyout-of-the-boxintegrationwithSharePoint, whichisneededtomanagethesedocumentsproperly. TherearemanydifferentCADapplicationsthatarebeingusedbyengineering companies,likeCADapplicationsfor2Ddrawingand3DmodellingandCAD applicationsforspecificdesignpurposes,likearchitectural,mechanicalorelectrical designing.Alltheseapplicationshavetheirownproprietaryfileformats,whichmakes managingthesefilesandintegratingwiththeseapplicationsacomplexissue. Inaddition,CADdrawingsandcreatedbyCADEngineers,butarebeingusedby otherusers.FortheseuserstoworkefficientlywiththeseCADdrawings,theyneed typicalengineeringdocumentmanagementfunctionality. ThiswhitepaperdescribesthepossibilitiesandimpossibilitiesforSharePointto managethedifferentCADfilesandtointegratewiththeirCADapplications.It providesananswertothequestionifandhowSharePointcanbeusedasan EngineeringDocumentManagementsolutiontostore,manageandsharedesign informationacrossmulti-disciplinaryorganizationsandprojectteams.

Copyright © 2009 Organice

Page 4 of 17

2009-02-11

►www.organice.com

Engineeringcompaniesareresponsiblefordevelopingandproducingproductsand fordesigningandconstructingprojects.Theynotonlyneedtomanagetheiroffice documentsbutalsotheirdesigninformation.Designinformationistypicallycreatedby CADEngineers,butisusedbyothers.CADEngineerscreatethedrawingsandthe detaileddesignsthatareneededtomanufactureproductsandequipment,ortobuild buildings,infrastructure,plantsandinstallations.Whenthisdesigninformationis released,itisusedbythepeoplethatactuallymanufacturetheproductsorbuildthe buildings,likeplanners,productionemployeesandconstructionworkers,orfor instancebypurchasersresponsibleforbuyingthenecessarypartsandmaterials. IntheAEC(Architecture,EngineeringandConstruction)andotherprojectdriven engineeringindustries,peoplecollaborateinprojectteams.Theseprojectteams consistofpeoplefromdifferentdisciplinesandwithdifferentexpertises.Theycan comefromdifferentdepartments,officesandcompanies.Tocollaborateefficiently, projectmembersneedtoeasilyshareandexchangeinformation,likeCADdrawings andotherengineeringdocuments. TherearemanydifferentCADapplicationsthatarebeingusedbyengineering companies,likeCADapplicationsfor2Ddrawingand3DmodellingandCAD applicationsforspecificdesignpurposes,likearchitectural,mechanicalorelectrical designing.Inmanyprojectsoftenacombinationofdifferentapplicationsisneeded, andasaresultmultipleCADapplicationsarebeingused.Alltheseapplicationshave theirownproprietaryfileformatsandtheirownwayofintegration.Thismakes managingthedifferentCADfilesandintegratingdifferentCADapplicationsinoneand thesamemanagementsystemacomplexissue. InpracticeweseethateveryCADapplicationvendorhasinfactdevelopeditsown EngineeringDocumentManagement(EDM)orProductDataManagement(PDM) system.InsomecasesweevenseethatavendorofmultipleCADapplicationshas developedseparatesolutionsforeachapplication,withoutproperintegrationbetween them!BecauseofthisthereisnoEDMorPDMsystemavailableinthemarkettoday thatoffersdeepintegrationwithdifferentCADsystemsfrommultiplevendors.  Asaresult,organizationsandprojectteamsthatworkwithmultipleCADsystemsare facingaseriouschallengewheretheyneedaflexibleanduserfriendlysolutionfor engineeringdocumentmanagement. SharePointisintroducedbyMicrosoftasapowerfulplatformforEnterpriseContent Managementandcollaborationacrossboundaries.IteasilyintegrateswiththeIT infrastructureofanycompanyandprovidescompaniesacentralandsecured environmentinwhichtheycanshareandexchangedocuments.Thismakes SharePointveryinterestingfortheAECandotherprojectdrivenindustriesthatarein needforsuchplatform.Buttoprovideasolutionforengineeringdocument management,SharePointneedstobeabletostoreandmanagedesigninformation.

Copyright © 2009 Organice

Page 5 of 17

2009-02-11

►www.organice.com

Forengineeringdocumentmanagement,SharePointneedstostoreandmanageCAD filesandtointegratewiththedifferentCADapplications.Today,SharePointalready providesthepossibilitytostoredifferentkindsoffilesandtolaunchtherelated application.ButthisisnotsufficientformanagingCADfilesproperly.

CADfilesarecompoundfileswithreferencestootherfiles,blocks,images,etc.Itis importantthatnotonlytheCADfile,butalsothesereferencesareproperlymanaged. OftenmultiplepeopleareworkingsimultaneouslyonthesameCADfileandits references,andwhenfilesareupdated,alsothereferencesneedtobeupdated. TherelationshipbetweenaCADfileanditsreferencesisstoredwithintheCADfile (e.g.AutoCAD,MicroStation)andsometimesadditionalreferencesarestoredinan externalfile(e.g.projectfile)ordatabase(e.g.ADT,Civil3D,Inventor).Thismeans thatanEngineeringDocumentManagementsystemcanonlymanageCADfiles properlyifitisableto“read”thereferenceinformationandifitisintegrateddeeply withtheCADapplicationusedtocreateandedittheCADfiles.

Fig.:referencefileinformationisstoredintheCADfile(e.g.AutoCAD,MicroStation)

Copyright © 2009 Organice

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FurthermoreanEngineeringDocumentManagementsystemneedstobeableto “read”referenceinformationfromaprojectfileordatabase.

Fig.:referencefileinformationisstoredinaprojectfile(e.g.ADT,Civil3D,Inventor)

CADdesignscanbeverylarge,especiallywhentheobjecthasextremedimensions, likebridges,skyscrapers,roads,railways,etc.Asaresult,itisnotalwayspossibleto fitthedesigninone(papersize)document.Thisisespeciallytruewhenthedesignis createdinacertainscale,andthisscaleneedstobekeptinthedocument.Inthese cases,oftenmultipledrawingsarecreatedfromoneandthesamedesign.

Fig.:multipledrawingsarecreatedfromonedesign

Copyright © 2009 Organice

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Viewsofadesignaremostlyusedto“translate”thedesigntoadrawingonphysical paperwithitsownversioninglogic.Thismeansthatonedesigncouldcontainmultiple drawings,eachwithadifferentversion.AnEngineeringDocumentManagement systemshouldbeabletomanagetherelationshipbetweenthedesignandthe differentversionsofthedrawingsderivedfromthedesign.

 ACADdrawingincludesatitleblockareawithinformationaboutthedrawing,like drawingnumber,projectnumber,description,revisionnumber,etc.Thistitleblock informationisoftenusedasmetadata,andneedstobekeptup-to-date.Themetadata ofthedrawingcanchangeandasaresultitshouldautomaticallybesynchronized withthetitleblockinformation.AnEngineeringDocumentManagementsystemshould beabletoderivetitleblockinformationfromadrawingandmapitwiththemetadata.

CADengineersareresponsibleforcreatingthedrawingsanddesigns,whileothers areusingthesedrawingsintheirwork.ToopenandviewCADdrawingsanddesigns, theseuserswouldneedtohaveaccesstotheCADapplications.However,CAD applicationsarenoteasytouseandaretooexpensivetoprovideaccesstoeveryone. ThereforeoftenintegratedviewingapplicationsareusedtoopenandviewCADfiles, withouttheneedfortheoriginalCADapplication.AnEngineeringDocument ManagementsystemshouldthereforeincludeaviewertoallowuserswithouttheCAD applicationtoopenandviewCADfiles.

Nowadaysnewprojectsoftenstartin3DCADapplicationsbycreatinga3Dmodelof theproductorproject.IntheAEC,BuildingInformationModelling(BIM)istheprocess inwhichAECcompaniescollaborateina3Dmodeloftheirproject.Anexampleofa popular3DCADapplicationusedtocreateaBIMisAutodeskRevit. InaBIMproject,a3Dmodeliscreatedthateventuallydeliversthenecessarydata andinputtoallprojectmemberstoperformtheirtasks.TheultimategoalofBIMisthat everyprojectmemberisabletoworkfromthe3Dmodel.However,thisisnotalways possible.Toperformcertaintasks,often2Dviewsorsectionswithmoredetailsare needed.Furthermoreadynamic3Dmodeldoesnotalwaysprovidethelegal foundationonwhichcontractsandagreementscanbebased.Asaresult,snapshots ofthe3Dmodelare‘frozen’intodocuments,like2Ddrawings,specificationsandthe QuantityTakeoffs(QTO).Thesedocumentsareextractedfromthe3Dmodel,on whichcontractualagreementsarebasedandwhichcanbeusedbytheproject memberstoperformtheirtasks.

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Fig.:contractualagreementsarestillbasedon‘frozen’documents

Sincethe3Dmodelchangesintime,everytimesnapshotsofthemodelaretaken. Thisleadstonewversionsofdrawingsanddocumentsandallprojectparticipants shouldbenotifiedabouttheseversions.AnEngineeringDocumentManagement systemshouldthereforebeabletoproperlymanagetherelationshipbetweenthe3D modelandthederived2Ddrawingsanddocuments.

TomanageCADfiles,SharePointneedstointegratewiththeCADapplications. However,SharePointout-of-the-boxdoesnotprovideCADintegration.

TointegrateSharePointwithCADapplications,integrationmodulesareneededfor thedifferentCADapplications.MicrosoftdoesnotprovideCADintegrationmodules forSharePoint,andshedoesnothavetheintensiontodoso,sinceshelacksthe necessaryknowledgeandexpertise.ThereforetheseCADintegrationmoduleshave tobedevelopedbyothers. TherearemanyCADapplications,likeapplicationsfor2Ddrawingand3Dmodelling andapplicationsoradd-onsforspecificdesigning,likearchitectural,mechanicalor electricalCAD.TheseCADapplicationsareallverydifferentandtheyallhavetheir ownproprietaryfileformat.Understandingallthesefileformatsandunderstanding howtointegratewithalltheseCADapplications,requiresahugeeffort.Andnotonly todeveloptheintegration,butalsotokeepitup-to-datewithnewversionsoftheCAD

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applicationsandfileformats.Forthatreason,itisimpossibleforasinglesolutionto integrateSharePointwithallpossibleCADapplications. ForanumberofCADapplicationssolutionshavebeenintroducedthatintegratethese applicationswithSharePoint.Butthemajorityofthesesolutionsonlyfocusonone CADapplication,makingthemnotsuitableforengineeringcompaniesorengineering projectteamsthatusemultipleCADapplications.Inaddition,thesemodulesoften provideasolutionforCADEngineerstomanagetheirCADfilesinSharePoint,but theylacktheproperengineeringdocumentmanagementfunctionalityforusersto workwiththesefilesefficiently.

TomanageCADfilesproperly,mostCADvendorshavedevelopedtheirownData Managementsolution(PDM).TheyknowbestthestructureandcontentoftheirCAD filesandtheyarebestequippedtodevelopasystemtomanagethesefiles.Other (independent)suppliersareinmostcasesnotabletodevelopasimilarhighlevelof integration,becausetheylackthisexpertise.  AnumberofvendorsofPDMsystemshavenoticedthebenefitsofSharePoint, especiallyintheareaofsharingdesigninformationwithotherinternalandexternal users,whichtheydonotaddressthemselvesverywell.Theyarecurrentlyintegrating theirsolutionswithSharePointandareabletostoretheirCADfilesintoSharePoint, whilethesefilesarestillmanagedinthePDMsystem.Otherusersarethenableto findandretrievethesefilesfromSharePointwithouthavingtousethePDMsystem. ButalsointhiscasetheseusersarethenmissingtypicalfunctionalityinSharePointto workefficientlywiththeseCADfiles.

SharePointprovidesapowerfulplatformforinformationsharingandcollaboration acrossboundaries,andisthereforeseenasasuitableplatformforprojectdriven engineeringcompaniestomanage,shareandexchangetheirprojectdocumentation. ButtomanageallengineeringprojectdocumentationincludingCADfiles,SharePoint out-of-the-boxismissingtheintegrationwithCADapplicationsforCADEngineersand typicalengineeringdocumentmanagementfunctionalityfortheusersofCADfiles. SoifyouareconsideringmanagingyourengineeringdocumentsinSharePoint,you shouldfirstfindoutifSharePointiscapableofintegratingwiththeCADapplications youareusing.Dependingonyoursituation,SharePointcaneithermanageyourwork inprogressandyourreleaseddocuments,oronlyyourreleaseddocuments.

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WhenyouareusingCADapplicationsforwhichintegrationwithSharePointis available,youcandecidetostoreandmanageyourCADfilesinSharePoint.Aslong astheCADengineersareworkingontheCADfiles(workinprogress),SharePoint canbeconfiguredsuchthatonlyrestrictedusershaveaccesstothesefiles.Whenthe CADfilesarereleased,theyarealsoaccessibletoothers.

Fig.:ManagingworkinprogressandreleaseddocumentsinSharePoint

IfyouareusingCADapplicationsforwhichintegrationwithSharePointisnot  available,youcanimplementSharePointasaprojectsharinganddistribution environmentforreleaseddocuments.TomanagetheCADfileswhentheyarebeing workedon(workinprogress),youcanusespecificCADmanagementsystems outsideofSharePoint(e.g.PDMsystems)foryourspecificCADapplications.When yourCADfilesarereleased,youpublishthemfromtheirsystemandimporttheminto SharePoint,wheretheyareeasilyaccessibletoothers.

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Fig.:exampleofmanaginga3DmodelinaPDMsystemandmanagingthereleased documentsinSharePoint

Inthissituation,SharePointprovidesacomplementarydocumentmanagement environment,whereCADengineerscanstoretheirreleasedCADfilesandshareand exchangethemeasilywithothers.

 Asmentionedbefore,CADdrawingsarecreatedbyCADEngineers,butarebeing usedbyothers.Theseusersneedtohavetherightfunctionalitytobeabletowork efficientlywithCADfilesandtobeabletoproperlyshare,exchangeandusethese filesintheirwork. SinceCADdrawingscontaingraphicalinformation,itisimportantthatuserscaneasily viewthecontentofthesedrawings.Becauseusersoftendonothaveaccesstothe CADapplication,viewingapplicationsareavailabletoviewthecontentofdocuments

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withouttheneedforthenativeapplication.Inaddition,viewersoftenprovidethe possibilitytoannotatedocuments,forexamplewhendocumentsneedtoberevised (mark-upandredlining).Thishelpsuserstoeasilyreviewdrawingsandprovide feedbackinanapprovalprocessorrequestforchangesinanas-builtsituation. SinceCADapplicationsarenotalwaysavailableandnoteveryoneisworkingwiththe sameapplications(especiallynotincaseofexternalparties),documentscannot alwaysbeexchangedintheirnativeformat.Insuchsituationitisusefultobeableto convertfilesintoanindependentfileformatlikePDForDWFthatcaneasilybeused byeveryone.Thisisalsoveryusefulwhendocumentsneedtobesharedthatarenot allowedtobechanged,forinstanceincaseoflegalliability. Inprojectorganizations,manypartiescollaborate,eachwiththeirownroleandtask. Oftentheindividualpartiesaresteeredwithdocumentsanditisveryimportantthat thereisaccurateinsightinwhoreceivedwhatandwhyandwhattherecipientis expectedtodo.Furthermoreitisimportantthatthisprocessistracked,especiallyin caseofrevisionprocessesandwithrespecttolegalliability. Wheredifferentpartiescollaborate,weoftenseethattherearebigdifferencesinthe levelofITautomationbetweenthedifferentparties.Whereoneisabletoworkfully digital,theotherstilldependsonpaper.Whenacompanythatworksfullydigital receivesinformationonpaper,ithastobeabletoscanthisinformationandmakeit centrallyanddigitallyavailablewithallprojectinformation. SharePointout-of-the-boxdoesnotprovideallthisengineeringdocument managementfunctionality.SowhenyouwanttouseSharePointforEngineering DocumentManagement,younotonlyneedtoenrichSharePointwithCADintegration modulesoranintegrationwithyourPDMsystem,butalsowithtypicalengineering documentmanagementfunctionalitythatsupportsyourusersinworkingefficiently withyourengineeringdocuments.

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SharePointprovidesapowerfulplatformfordocumentmanagementandproject collaboration.Manyengineeringcompaniesandespeciallyprojectdrivenengineering companiesthatintensivelyshareandexchangedocumentswithinternalandexternal projectpartners,arelookingintoSharePointasasolutionfortheirengineering documentmanagementneeds.Buttoprovideacomprehensivesolutionfor engineeringdocumentmanagement,SharePointneedstobeabletostoreand manageCADfilesandneedstoprovidetypicalengineeringdocumentmanagement functionality. ForsomeCADapplicationsintegrationwithSharePointisavailable,whileforothers theirrelatedPDMsolutionintegrateswithSharePoint.Butthereisnotonesolution thatprovidestheintegrationofallCADapplicationswithSharePoint.Therefore,itis noteasyforacompanytofindtherightsolutionthatiscapableofintegrating SharePointwithalltheCADapplicationsandadd-onsthatarebeingused.Especially notforprojectdrivenengineeringcompaniesthatworkwithmultipleCADapplications, orthatcollaboratewithexternalprojectpartnersthatallusetheirownCAD applications. ThebestwayforengineeringcompaniestobenefitfromSharePointasanengineering documentmanagementsolutionistofocusontheoptimalwaytomanagetheirCAD files.IfintegrationbetweentheirCADapplicationandSharePointisavailable, SharePointcanbeusedtomanageboththeworkinprogressaswellasthereleased CADfilesforsharinganddistribution.Ifintegrationisnotavailable,SharePointcanbe usedtomanagethereleasedCADfilesforsharinganddistribution.Inthiscasethe CADfilesarebestmanagedwithintheirCADapplicationorrelatedPDMsystemwith SharePointasacomplementaryenvironment.Whenreleased,theCADfilescanbe publishedandconvertedintoanindependentfileformatlikePDForDWFand importedintoSharePoint,sotheycaneasilybesharedandexchangedwithothers. FurthermoreitisimportantthattheproperfunctionalityisprovidedintheSharePoint environmenttoworkefficientlywithengineeringdocuments.Thisincludesaviewerto viewandannotateCADdrawings,functionalityfordocumentdistributionandtracking andfunctionalityforscanninganddigitallystoringpaper-baseddocuments.Efficient engineeringdocumentmanagementfunctionalityiscrucialfortheusersinyour (project)organizationtoworkefficientlywithdocuments,supportingthemintheirdaily workandresponsibilities.

Copyright © 2009 Organice

Page 14 of 17

2009-02-11

►www.organice.com

Withmorethan20yearsofexperiencewithCADandCADmanagementapplications, andworkingwithprojectdrivenengineeringindustrieslikeArchitecture,Engineering andConstruction(AEC),theProcessIndustryandManufacturing,Organiceisfocused onleveragingSharePointasanengineeringdocumentmanagementsolution. Organiceprovidesallthefundamentalengineeringdocumentmanagementand documentcontrolfunctionalityontopofSharePointthatisneededforprojectdriven engineeringorganizations.

OrganiceExplorerisaWindowsdesktopapplicationandsmartclienttoSharePoint thatenhancesworkingwithSharePointandprovidesvaluableadditionalfunctionality ontopofSharePointfortrueengineeringdocumentmanagement.OrganiceExplorer integratesSharePointwithvariousleadingCADapplications,like: • • • •

 AutoCAD2000andhigher; Revit2008andhigher; BricsCadV6andhigher; MicroStationV8XMEdition.

CADfilescandirectlybeopenedfromSharePointintheirCADapplication.Through theOrganicetoolbarinstalledintheCADapplication,drawingsanddesignscan directlybesavedandstoredintoSharePoint,includingreferencefiles(e.g.XREFs), blocksandimages.TherelationshipbetweentheCADfileandreferencefilesisalso managedinSharePoint. WithOrganiceExplorer,SharePointmetadatacanbemappedwiththetitleblock attributesintheCADdrawing.Whensavingthedocument,themetadataandtitle blockattributesareautomaticallysynchronized.AndevenwhenSharePointmetadata isupdated,OrganiceExplorerisabletoautomaticallysynchronizeitwiththetitleblock informationintheCADfile. ForusersthatdonothaveaccesstoCADapplications,OrganiceExplorerhasan integratedviewertoviewCADfileswithouttheCADapplication.Over250differentfile formatscanbeviewed,includingcompounddocumentslikeCADdrawingswith referencefiles(e.g.XREFs).Theintegratedviewercanalsobeusedforredliningand tocomparedrawingsanddrawingrevisions.AlsoadditionalviewerslikeAutodesk DesignReviewcanbeusedtoviewspecificCADfileformatsinthemostoptimalway.

Copyright © 2009 Organice

Page 15 of 17

2009-02-11

►www.organice.com

OrganiceTransmitdistributesmultipledocumentsefficientlytomultiplerecipientsat onceandoffersmanagementinformationtodocumentcontrollerswhoneedtokeep trackoftransmittals.Adistributionmatrixspecifiesexactlywhichrecipientneedsto receivewhichdocuments,andhowmany,andadistributiontrackinglistinSharePoint keepstrackofwhoreceivedwhatandwhen.Userscaneasilycreatedistribution matricesbyqueryingdocumentsandrecipients.Whendocumentsareupdated, OrganiceTransmitautomaticallynotifiesthedocumentcontrollerwhichrecipient needstoreceivetheupdateddocuments.

WithOrganiceScanincomingcorrespondenceandotherhardcopydocumentscanbe scannedandstoredintotheSharePointdocumentenvironment,makingall documentscentrallyanddigitallyavailabletoallusers.OrganiceScancanbeusedin combinationwithanyscanningdevice,includingsmallformatandwideformat scanners,standalonescannersandmultifunctionaldevices.

OrganicePublishcanpublishdocumentsthatarestoredinSharePoint.Documents canbepublishedintheirnativeformat,buttheycanalsobeconvertedintoPDFor DWF,sothattheycaneasilybeopened,viewedandannotatedbyotherswithoutthe nativeapplication.Publisheddocumentscaneasilybedistributed,accuratelyprinted andsecurelyarchivedformanyyears.OrganicePublishcanbeinitiatedatanytime throughacustomSharePointworkflow,forinstancetopublishdocumentstoany documentlibraryorSharePointsitefordistribution,printing,archivingortoanextranet forexternalaccess.

FormoreinformationaboutOrganice,pleasevisithttp://www.organice.com .

Copyright © 2009 Organice

Page 16 of 17

2009-02-11

►www.organice.com

2D

2 dimensional

3D

3 dimensional

BIM

Building Information Modelling

CAD

Computer Aided Design

DWF

Design Web Format (file format from Autodesk)

DWG

Drawing (file format from AutoCAD)

ECM

Enterprise Content Management

EDM

Engineering Document Management

PDF

Portable Document Format (file format from Adobe)

PDM

Product Data Management

QTO

Quantity Takeoffs

XREF

External Reference File (file format from AutoCAD)

Copyright © 2009 Organice

Page 17 of 17

2009-02-11

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