1 / 46

Stellent

Stellent. engineering. Version 1.0 Originally Published: 20-Apr-09 Last Updated: 5-Nov-14. Agenda. Chapter 0: Course Introduction 10 mins Chapter 1: Stellent Overview 10 mins Chapter 2: Stellent Navigation 15 mins

jerry-houston
Download Presentation

Stellent

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Stellent engineering Version 1.0 Originally Published: 20-Apr-09 Last Updated: 5-Nov-14

  2. Agenda • Chapter 0: Course Introduction 10 mins • Chapter 1: Stellent Overview 10 mins • Chapter 2: Stellent Navigation 15 mins • Chapter 3: Content Search 35 mins • Chapter 4: Document Loading 15 mins Total Course Duration: 1 ½ hour bt2 Business Transformation ProjectStellent - Engineering End User Training

  3. Welcome to class… Ground Rules Housekeeping Learning Tools bt2 Business Transformation ProjectStellent - Engineering End User Training

  4. Ground Rules Sign the attendance sheet Minimize side conversations Silence cell phones and pagers Check E-mail during breaks ONLY Do not work on computers during instructor presentations bt2 Business Transformation ProjectStellent - Engineering End User Training

  5. Help manage activities by starting and stopping on time A 15 minute break will be taken [approx] every 2 hrs. Actively listen and participate in presentations Housekeeping – Logistics Restroom and Exit locations Feel free to ask questions bt2 Business Transformation ProjectStellent - Engineering End User Training

  6. Housekeeping – Parking Lot • Questions or issues that cannot be resolved in class are placed on hold (“parked”) for follow-up • Follow-up is provided by process team members and distributed to class participants bt2 Business Transformation ProjectStellent - Engineering End User Training

  7. Tell Me Show Me Let Me Help Me Training Methodology and Tools Prepare Me Pre-requisite courses and e-Learning Facts, concepts, terms, and definitions Demonstration of procedure steps Hands-on practice (simulation or exercise) Post Go-Live support and job aids Training Materials Work Instructions Presentation Support Material Flip Chart • Job Aids • Simulations • Other handouts bt2 Business Transformation ProjectStellent - Engineering End User Training

  8. Prerequisites • Prior to this course you should have completed: • bt2 Project Overview Prepare Me bt2 Business Transformation ProjectStellent - Engineering End User Training

  9. Introductions • My name is… • I am from (facility)… • My expectations for this course is/are… Introduce yourself using the following format… bt2 Business Transformation ProjectStellent - Engineering End User Training

  10. Chapter 1 Stellent overview Chapter 1: Stellent Overview Chapter 2: Stellent Navigation Chapter 3: Content Search Chapter 4: Document Loading bt2 Business Transformation ProjectStellent - Engineering End User Training

  11. Objectives • After completing this chapter, you should be able to: • understand the Stellent (engineering solution) • understand how/what Stellent delivers team needs bt2 Business Transformation ProjectStellent - Engineering End User Training

  12. What is stellent..? Stellent is the Oracle upgrade / replacement for AutoEDMS, the R: drive Document Management System, and the R: drive Engineering Fixture Drawing folder. It provides the user with the ability to search for and view documents based on multiple search criteria. Benefits… • BT2 Integration - The system will interface with the Oracle eBS – PIM module to determine a drawing number assigned to a part number using existing PIM attributes. If the search parameter is a part number, the system will return the drawing number associated with that single part number. If the search parameter is a CN number, it system will locate all part numbers effected by the CN and return all associated drawing numbers. • Increased productivity - Users should be able to store, share, and view engineering component, product manufacturing drawings, fixture & tool drawings /engineering specifications ,quality management documentation • Superior usability - Built-in support for end-users, workgroups, content experts, process owners, administrators and webmasters. Easily and quickly locate the correct document from a search screen • Optimized management - Unified architecture for securely managing documents, files, web content and digital assets. Provide a controlled means to make the documents available for sharing • Streamlined processes - Improve document storage and access processes • Hot-pluggable - Out-of-the-box support for Oracle and third party repositories, security systems, and enterprise applications • Reduce Risk - Control and manage large volumes of unstructured content in a single, authoritative repository, which will help legal discovery processes and reduce risk of data theft and loss. bt2 Business Transformation ProjectStellent - Engineering End User Training

  13. What is Oracle content server..? • Stellent is a Oracle's Universal Content management. It is an enterprise wide content management, revision and controlling system. • Stellent organizes the engineering drawings & documents on a central server by • maintaining information (metadata) about the documents • tracking the progress of the documents through revision and version control. • users would be able to upload (check in) documents based on their permission levels (through security groups and accounts) • before the document is released for everyone to view and download (check out), document goes through an approval hierarchy (workflow). bt2 Business Transformation ProjectStellent - Engineering End User Training

  14. Key Concepts & Terminology CN – Engineering Change Notice Component Drawings – These are drawings that cover all product components as well as profile, drilling, and machining details for these components. Fixture and Tooling Drawings – This is a group of drawings that include machinery mechanical and electrical drawings, assembly fixture and clamp drawings, and cutter tooling drawings. Process Drawings – These are drawings that show the correct process for assembling products. Quality Management Document – This is a group of documents that include test specifications, materials specifications, process documentation, and the associated forms. APC2 – Automated Product creator, a parts configurator tool to create drawings and BOM structures. bt2 Business Transformation ProjectStellent - Engineering End User Training

  15. Stellent : document types ECMD Automatic (APC2) and manually created files. Metadata: i. Drawing number ii. Part number iii. Drawing title iv. Drawing revision date v. Component type vi. Drawing Type vii. CN Number FTD Manually created files. Metadata: i. Drawing number ii. Drawing title iii. Drawing revision date iv. Fixture Number v. Component type vi. Drawing Type vii. Document Format ESQMD Manually created files. Metadata: i. Drawing number ii. Drawing title iii. Document revision date iv. Specification type v. Documentation Type There are three document types those are stored, shared, and viewed in the system: • Engineering Component and Manufacturing Drawings • Fixture and Tooling Drawings • Engineering Specifications and Quality Management Documentation bt2 Business Transformation ProjectStellent - Engineering End User Training

  16. High level overview bt2 Business Transformation ProjectStellent - Engineering End User Training

  17. Chapter Summary In this Chapter, you learned … • Stellent project concepts • Understanding of document types • Project overview bt2 Business Transformation ProjectStellent - Engineering End User Training

  18. Questions & Answers… bt2 Business Transformation ProjectStellent - Engineering End User Training

  19. Chapter 2 Stellent Navigation Chapter 1: Stellent Overview Chapter 2: Stellent Navigation Chapter 3: Content Search Chapter 4: Document Loading bt2 Business Transformation ProjectStellent - Engineering End User Training

  20. Objectives After completing this chapter, you should be able to: • Get into system • Be familiar with application bt2 Business Transformation ProjectStellent - Engineering End User Training

  21. Stellent requirements • Since the Stellent is entirely web based, users can use many standards-compliant web browsers (IE6+ or Firefox 2+, Netscape not supported) • Stellent’s security features are used to control which users can view, edit, and delete particular content items. With standard Oracle security (OID), users must log in to the Stellent to be able to view, check in and check out files. To get access to Stellent user must submit MNET request. • Security roles… MascoBCGTeam is the common security role for users MascoBCGSysAdmin 1. Adding metadata 2. Creating workflow & groups 3. Extracting volumes of content 4. Archiving 5. Migrating 6. Setting up Roles 7. Setting up users MascoBCGContributor 1. Checking out content 2. Checking in content 3. Updating Content / Revision 4. Workflow Approvals 5. Batch Loader File preparation MascoBCGTeam: 1. Search; by Type, with metadata; Search within results 2. Search; thru EBS, by part number, by CN 3. Viewing Content 4. Viewing Content Revision history, information 5. Subscribing bt2 Business Transformation ProjectStellent - Engineering End User Training

  22. Getting started with Stellent • Enter this link into browser’s address bar: http://ocs.mascobcg.com/ • 2. Click ‘Go’ or hit the ‘Enter’ key • Save this site under ‘Favorites’ for quick access • Click on Login • Enter user name and password & click OK 4 5 bt2 Business Transformation ProjectStellent - Engineering End User Training

  23. Stellent Home Page The toolbar is displayed at the top of all Content Server web pages. It contains some of the same navigation links as the portal navigation bar, and also provides access to the online help system. The quick search field now allows users to search when text is entered into it. Targeted quick searches can be created by you or system administrator The portal navigation bar is your primary navigation tool, and it can be personalized with functions you use often, such as predefined searches and links to your favorite websites. The home page search fields enable user to perform a metadata search, full-text search, or a combination of both from the content server home page. Only the most commonly used search fields are available from the home page. LOGOUT: Normally, basic user authentication does not allow customization or logout functionality. Closing all open browser windows logs out of Stellent. bt2 Business Transformation ProjectStellent - Engineering End User Training

  24. Demo Personalization When you log in to Stellent, the system retrieves information about you that is stored in your user profile. While much of the information in your user profile (such as your user name and security permissions) can be changed only by the system administrator, there are several items you can change yourself as Stellent user interface can be highly customizable… • Editing Your User Profile • Creating a Custom Search Result Template • Adding Links to Favorites • Portal Design Page • Editing and Saved Queries Page • Personal URLs Page bt2 Business Transformation ProjectStellent - Engineering End User Training

  25. Chapter Summary In this Chapter, you learned how to: • Log into Stellent • Be familiar with user interface bt2 Business Transformation ProjectStellent - Engineering End User Training

  26. Chapter 3 Content Search Chapter 1: Stellent Overview Chapter 2: Stellent Navigation Chapter 3: Content Search Chapter 4: Document Loading bt2 Business Transformation ProjectStellent - Engineering End User Training

  27. Objectives After completing this chapter, you should be able to: • Search content in various ways • Working with files (documents / content) • Subscriptions bt2 Business Transformation ProjectStellent - Engineering End User Training

  28. Options for Finding Content There are several ways to find files in Stellent • Quick Search • Basic Search • Searching by document type • eBS Search 1 4 3 2 bt2 Business Transformation ProjectStellent - Engineering End User Training

  29. Search results As part of Security, users with MascoBCGTeam role, cannot download native file download document View document Sort results View content information Page navigation bt2 Business Transformation ProjectStellent - Engineering End User Training

  30. Content updates Please note that user must have ‘MascoBCGContributor’ access to update content. • Check Out • Updating Metadata • Reloading document (primary and alternative files) • Check In bt2 Business Transformation ProjectStellent - Engineering End User Training

  31. Task: Watch as the instructor demonstrates how to search content using Quick Search Basic Search Searching by document type eBS Search AND Update content Demo – Search Content Demo Show Me bt2 Business Transformation ProjectStellent - Engineering End User Training bt2 Business Transformation ProjectOracle End User Training

  32. Subscriptions • To subscribe… click on subscribe under content actions in content information section • To unsubscribe… select my subscriptions under my content server and click unsubscribe under actions for selected content. bt2 Business Transformation ProjectStellent - Engineering End User Training

  33. Chapter Summary In this Chapter, you learned how to: • Various ways to search for content • Working with content and documents • Subscriptions bt2 Business Transformation ProjectStellent - Engineering End User Training

  34. Questions & Answers… bt2 Business Transformation ProjectStellent - Engineering End User Training

  35. Chapter 4 Document Loading Chapter 1: Stellent Overview Chapter 2: Stellent Navigation Chapter 3: Content Search Chapter 4: Document Loading bt2 Business Transformation ProjectStellent - Engineering End User Training

  36. Objectives After completing this chapter, contributor’s should be able to: • Get an understanding of how documents and contents get into system • Manually • Automatically with Enterprise Batch Loader bt2 Business Transformation ProjectStellent - Engineering End User Training

  37. Document loading Process Overview (Automatic) bt2 Business Transformation ProjectStellent - Engineering End User Training

  38. Document loading Process Overview (manual) bt2 Business Transformation ProjectStellent - Engineering End User Training

  39. Chapter Summary In this Chapter, you learned how to: • Load documents into system • Manual • Automatic bt2 Business Transformation ProjectStellent - Engineering End User Training

  40. Course Summary bt2 Business Transformation ProjectStellent - Engineering End User Training

  41. Course Summary In this course you learned: • Stellent overview • Familiar with Stellent • Document loading • Content search • Content updates bt2 Business Transformation ProjectStellent - Engineering End User Training

  42. Additional Support Tools • Online Help • Training Sandbox • Work Instruction Guides • Job Aids • Super Users • Site Support • Help Desk bt2 Business Transformation ProjectStellent - Engineering End User Training

  43. Training Sandbox • The training sandbox allows you to practice in a “safe” environment prior to Go-Live • Data in the sandbox is refreshed from data within the training client so there is little chance for data corruption • Data referenced on the exercise sheets received in class are available in the Training Sandbox bt2 Business Transformation ProjectStellent - Engineering End User Training

  44. Training Sandbox Access • You will receive an email with the Training Sandbox URL, your username and password within 24 hours of completing this class. bt2 Business Transformation ProjectStellent - Engineering End User Training

  45. Course Evaluations • Course evaluations are important and provide feedback that is used to improve training • Everyone's feedback and comments are important • It takes approximately 2-3 minutes to complete • Please complete the paper evaluations at the end of class and submit to the instructor http://www.surveymonkey.com/s.aspx?sm=CjNfGD6PqDiTxBnLKmHcWw_3d_3d bt2 Business Transformation ProjectStellent - Engineering End User Training

  46. bt2 Business Transformation Project building tomorrow… together bt2 Business Transformation ProjectStellent - Engineering End User Training

More Related