WorkZone Explorer - User's Guide
Contents
1. 7 1 Supported search tags u ccc cece ec cece cece ec eeeeceeeeeeeeeeeeees 2 ENABLE FREE TEXT SEARCH ON CASES AND DOCUMENTS 1 In File Explorer double click the Search Cases osdx search connector or the Search Documents osdx search connector COW Hg gt Network LMDOM http webdav Imdom local DBOL by Search DBOI Organize v Ga Create Search Connector v New folder Fl r Favorites Name p Date modified Type Size E Desktop ii Cases currently placed with me 2 27 2014 3 23AM File folder Je Downloads E Cases with no case handler and unit 2 27 2014 3 23 AM File folder E Recent Places E Changed cases 2 27 2014 3 23AM File folder iy Changed documents 2 27 2014 3 23AM Filefolder Libraries F Document reminders 2 27 2014 3 23AM File folder C Documents F Documents 2 27 2014 3 23AM File folder ap Music E Documents with no case handler and unit 2 27 2014 3 23 AM File folder ko Pictures P Drafts 2 27 2014 3 23AM File folder FE Videos iy Favorite cases 2 27 2014 3 23AM File folder E Favorite documents 2 27 2014 3 23 AM File folder 188 Computer Cr Followed cases 2 27 2014 3 23AM File folder _ amp Followed documents 2 27 2014 3 23AM File folder Cia Network lb My case reminders one week ahead 2 27 2014 3 23 AM File folder UP My lists 2 27 2014 3 23AM Filefolder Ib Open cases 2 27 2014 3 23AM File folder Db Reading list cases 2 27 2014 3 23AM File folder r Reading list documents 2 272. Note The case is not deleted It is only removed from the Favorite cases folder 13 WorkZone Explorer 2014 R2 DATE MODIFIED ON CASES The date modified for a case is updated automatically in File Explorer when documents on the case are changed or when documents are added to or removed from the case Note Sometimes it may look as if a user has updated a case without having the proper access rights This happens when the user has access to a document on the case but not to the case itself For example when a user edits a document that is not protected by the case and the user does not have update access to the case This is standard behavior and does not represent a security issue 14 User s Guide 6 Working with documents You can perform the following actions on documents in File Explorer using WorkZone Explorer 6 1 About documents 16 CREATE NEW DOCUMENTS You can create new documents directly in File Explorer or by selecting Save As from a document editor You can only create new documents in case folders You cannot create a new document directly in for example the Drafts folder because the WorkZone system requires a case for placing the document correctly in the system You can also create a new document by copying it from another location to a case folder In this case the read only state of the document is kept in WorkZone Explorer It will be created with the state UA Draft or UL Locked depending on the rea
3. 2014 3 23 AM File folder b Recent cases 2 27 2014 3 23 AM File folder Cr Recent documents 2 27 2014 3 23AM File folder EC Recycle Bin 2 27 2014 3 23AM Filefolder E Scanned today 2 27 2014 3 23 AM File folder P Today 2 27 2014 3 23AM File folder Je Unclassified cases 2 27 2014 3 23 AM File folder Mm Unit s cases with no case handler 2 27 2014 3 23 AM File folder E Unit s documents with no case handler 2 27 2014 3 23 AM File folder D Unit s open cases 2 27 2014 3 23AM File folder LS Search Cases 2 27 2014 12 26 AM Search connector 2 KB LE Search Documents 2 27 2014 12 26 AM Search connector 2 KB ra Search Cases Date modified 2 27 2014 12 26AM Date created 2 27 2014 12 26 AM Search connector description Size 1 51 KB 2 Inthe Add Search Connector dialog box click Add to add the WorkZone Cases and WorkZone Documents search connectors to File Explorer The search connectors WorkZone Cases in database and WorkZone Documents in 20 User s Guide database are added to Favorites air Favorites BO Desktop ep Downloads Recent Places LE WorkZone Cases in LE WorkZone Documer SEARCH FOR CASES AND DOCUMENTS 1 Double click the WorkZone Cases or the WorkZone Documents search connector depending on what you want to search for 2 Enter a search term the Search field and press ENTER The search result is listed below Note The search results displays maximum 1000 hits The most recent cases and documents are show
4. RAO amp Pictures amp Exploring Von Neumann Machines and C 6 11 2013 9 04AM Microsoft Word d 39 KB RAO F Videos Horner A Methodology for the Evaluatio 6 11 2013 9 04 AM Microsoft Word d 36KB RAO Inclasp Visualization of Multi Processors 6 11 2013 9 04AM Microsoft Word d 37 KB RAO 188 Computer NegroFeod A Methodology for the Evalu 6 11 2013 9 04AM Microsoft Word d 37 KB RAO On the Study of Simulated Annealing D3 6 11 2013 9 04AM Microsoft Word d 37 KB RAO Gia Network G Refining Agents Using Semantic Technol 6 11 2013 9 04AM Microsoft Word d 37 KB RAO w The Relationship Between SMPs and Ran 6 11 2013 9 04 AM Microsoft Word d 34KB RAO Towards the Evaluation of Consistent Ha 6 11 2013 9 04 AM Microsoft Word d 33 KB RAO User s Guide Attribute Document state and possible actions A An editable document with the state UA Draft or UP Personal draft You can edit move rename and change the document to read only RAO A read only document with the state UL Locked You can move and rename the document RO A read only document with the state ARK Archived or AFS Closed You can rename the document 19 WorkZone Explorer 2014 R2 7 Search for cases and documents You can search for cases and documents directly from File Explorer Before you can start doing searches you must enable searching by adding two search connectors one for cases and one for documents
5. This is not possible e Rename a document in File Explorer but the document is opened in WorkZone Client or Captia Web Client WHY ARE DOCUMENTS NOT SHOWN IN FILE EXPLORER AFTER MOVING When you move documents between folders in File Explorer File Explorer sometimes cannot handle the WorkZone mechanism that allows the same document to be exposed in multiple folders When you move a document to the Restore folder the document is actually moved somewhere else It seems that File Explorer caches the information on the document location and refuses to open the document from somewhere else even if it is shown in the new location after refreshing Try againa bit later and this issue is resolved 31 WorkZone Explorer 2014 R2 9 Information for administrators The topics below are targeted at administrators of WorkZone Explorer 9 1 Optimizing performance and user experience 2 2 222 e eee eee eee eee eee eee 32 9 2 Advanced features 2 2 2 a 34 9 3 Troubleshooting o cece ccc eee e cece cece cece cece eens eeeeeeeseeeseeeeees 34 9 1 Optimizing performance and user experience To ensure optimal performance and user experience of WorkZone Explorer you can apply specific configurations to clients and or to the network domain issued by group policies LAN AUTOMATICALLY DETECT SETTINGS If browsing the WorkZone Explorer folders is slow make sure that the Automatically detect settings check box in the Loca
6. of WorkZone Explorer to display child cases in lists as in WorkZone Client and Captia Web Client Parent and child cases now display in a flat hierarchy in the lists By default WorkZone Explorer does not display child case folders in lists in File Explorer For information on changing the setup see Configuring WorkZone Explorer in the WorkZone Content Server Installation Guide Shortcut to immediate parent case in search results When you free text search on cases using the WorkZone Cases search connection and you double click on a case in the search results you can see if it is a child case if the folder contains the shortcut ab Next to the shortcut the name of the immediate parent case is shown Double click the shortcut to open the immediate parent case in File Explorer Name O Pdf pb 2014 0014865 Parent case SG Open Case in Captia See Search for cases and documents Danish search tags You can now filter search results using Danish search tags in a Danish version of Microsoft Windows See Filter search results using search tags WORKZONE EXPLORER 2014 New folders The following folders are new Changed cases Changed documents Shared lists Unanswered documents D Unclassified cases See Folder types Child cases inherit the case class and access code of the parent case When you create a new folder in a case folder the new folder becomes a child case and the child case inherits the case class a
7. the existing version keep both versions or cancel If you copy to a case folder you can choose between all three options However if you copy the document to a folder that represents a standard list for example the Drafts folder you can only choose between replace and cancel Note If you save the document with a new name when working offline and then try to copy it back to the WorkZone database a message displays asking you whether you want to replace the existing document or keep both versions If you reply Replace the document is copied back to the database but it keeps the original name If you want to use a new name you must rename the document in File Explorer 15 WorkZone Explorer 2014 R2 MOVE DOCUMENTS You can move documents from one case to another provided that the state of the document in the WorkZone system allows it You can move documents using drag and drop or cut and paste COPY DOCUMENTS You can copy documents from one case to another case or even from one database another database When you copy a document a copy of the document is created but document meta data have new default values This means for example if you copy a document with access codes the copy gets the default access codes and not the access code of the original document DELETE AND RESTORE DOCUMENTS It is not possible to delete documents directly from folders but you can move documents to the Recycle Bin and then delete the document from thi
8. today Cases or documents assigned to a specific case handler for example Martin Enter in Search field created 15 01 2015 created today datecreated 05 01 2015 date 05 01 2015 modified this week datemodified yesterday due 01 01 2015 15 01 2015 complete this month folder laws folderpath laws Closed cases or documents open false Open cases or documents open true end today owner Martin 25 WorkZone Explorer 2014 R2 Search tag author authors title name filename person to 26 You want to View Cases or documents created by a specific employee You want to search on the employee s initials for example mar Cases or documents created by a specific employee and you want to search on the full name or part of the name for example Anne lise Nielsen Cases or documents with specific words in the case or document title for example research Same as above Cases or documents that contains a specific text in the file name for example hearing Cases with a specific party assigned for example Anne lise Nielsen Cases or documents with a specific party with the role Recipient Enter in Search field author mar Tip You can also enter author me to only view cases that were created by you authors Anne Lise Nielsen Note The search term is case sensitive To search on part of a name add an before and after the search term
9. 2 47 PM le folder 15 2014 2 47 PM ile folder 15 2014 2 47 PM ile folder 15 2014 2 47 PM ile folder 15 2014 2 47 PM ile folder 15 2014 2 47 PM ile folder 15 2014 2 47 PM le folder 15 2014 2 47 PM ile folder 15 2014 2 47 PM le folder 15 2014 2 47 PM ile folder 15 2014 2 47 PM ile folder 15 2014 2 47 PM ile folder 15 2014 2 47 PM le folder 15 2014 2 47 PM le folder B Cases with no case handler and unit m Cases with reminders kr Changed cases Libraries I Changed documents E Documents a Music LE Documents with no case handler and unit Pictures LF Documents with reminders Ef Videos LF Drafts E3 Documents kr Favorite cases m Favorite documents m Followed cases Ga Network kr Followed documents My lists m Open cases kr Reading list cases b Reading list documents kr Recent cases 88 Computer kr Recent documents Recycle Bin E Scanned today 15 2014 2 47 PM 15 2014 2 47 PM 15 2014 2 47 PM ile folder le folder ile folder 15 2014 2 47 PM ile folder 15 2014 2 47 PM ile folder LP Shared lists E Today o LO L L LO LO LO LO L LO LO L L L L L LO LO LO LO LO L AO 30 items In File Explorer you can also access the database directly by typing lt host gt explorer in the address bar WorkZone Explorer now displays folders in File Explorerthat represent the standard case and document lists see About the folders Tip You can map a point in the folder structure to a
10. SCANJOUR workzone Explorer 2014 R2 User s Guide WorkZone Explorer 2014 R2 Contents 1 User s Guide for WorkZone Explorer 2014 R2 DA 3 2 What s new aaao ccc cece eee ee eee eee cece cece eee eeeeeeeeeeeeeees 5 3 Getting Started aa ce NOO AYE LG DNA cece eben donee nse lacscdgel ceva Qacuddedescagssenlacuecwesenecias 8 4 About the folders 7 0000000000000000 000000000000 oono oaao aioa ee eeeeee eee ee 10 5 Working with cases XX 13 6 Working with documents 22 2o aaao aoaaa aaan aaao a an2a e LaaLa aLaaa 15 6 1 About documents e eee e rrenean 16 7 Search for cases and documents 022 20 7 1 Supported search tags 2 0 a 2 8 FAQS ee nnn ee one eT re 30 9 Information for administrators ___ 00 00002 32 9 1 Optimizing performance and user experience 32 9 2 Advanced features 34 9 3 Troubleshooting 22 22 cece e cece cence eect cece LLALLA LLALLA LLa LaL Laa Lanan 34 10 Terms and conditions p 7 36 User s Guide 1 User s Guide for WorkZone Explorer 2014 R2 WHAT S NEW gt GETTING STARTED gt FAQ WHY UNCLEAR ERROR MESSAGES Sometimes File Explorer does not show user friendly and descriptive error messages from the WebDAV server When you perform an illegal operation for example try to move an archived document to another case you only see a general error message such as Cannot read from source or disk Some of t
11. Zone Explorer it is created automatically in a temporary case group named SJ TEMP You can change the case group and other required information later using WorkZone Client or Captia Web Client Cases that are created in SJ TEMP are automatically added to the Unclassified cases folder regardless of where they were created Note If your organization only use facets and not case classes you can configure WorkZone Explorer to add a specific case class as the default case class This is done in the web config file For more information see Configure file class for WorkZone Explorer in the WorkZone Content Server Installation Guide Important The create case functionality is not available by default Case creation must be enabled on the SJ TEMP case class in WorkZone Configuration Management CREATE CHILD CASES You can create child cases in File Explorer in two ways e Move a case folder to another case folder The case folder that you move becomes a child case e Create a new folder in a case folder The new folder becomes a child case The child case inherits the file class and access code of the parent case RENAME CASES You can rename a case by renaming the case folder ADD OR REMOVE CASES TO THE FAVORITE CASES FOLDER You add cases to the Favorite cases folder by dragging and dropping case folders in to the Favorite cases folder To remove a case from the Favorite cases folder drag and drop the case folder in to the Recycle bin folder
12. _ Microsoft Word d 37 KB g On the Study of Simulated Annealing D3 6 11 2013 9 04 AM Microsoft Word d 37 KB Ga Network wi Refining Agents Using Semantic Technol 6 11 2013 9 04 AM Microsoft Word d 37 KB The Relationship Between SMPs and Ran 6 11 2013 9 04 AM Microsoft Word d 24 KB w Towards the Evaluation of Consistent Ha 6 11 2013 9 04 AM Microsoft Word d 33 KB k 15 items Note The WorkZone Explorer server does not expose cases of the state O so called information cases as they represent metadata without a document which is not relevant for WorkZone Explorer READ ONLY DOCUMENTS Read only documents are documents that have the states UL Locked ARK Archived or AFS Closed Documents with these states cannot be edited Microsoft Office products recognize the state and open the documents in read only mode Document state Possible actions UL Locked It is a read only document You can move and rename the document ARK Archived or AFS Closed It is a read only document You can rename the document You can change a non read only document to read only in the File Properties dialog box If you do so you change the document state to UL a locked draft You cannot remove the read only attribute as the system does not allow this If you try to change the attribute it will have no effect See also Document attributes and document states Microsoft Office products automatically lock docume
13. at you have marked as favorites in WorkZone Client or dragged and dropped to the favorite folders in File Explorer See Add or remove cases to the Favorite cases folder and Add or remove documents in the Favorite documents folder The folders contain cases and documents that you have marked as followed and that you want to be able to find quickly For example you might want to follow another case handler s cases and documents Drag and drop the cases and documents that you want to follow to either the Followed cases or 11 WorkZone Explorer 2014 R2 Folder type ki Changed cases fi Changed documents St Reading list cases fi Reading list documents D Unclassified cases _ amp Unanswered documents Recycle Bin Description Followed documents folders The folders contain cases and documents that have been changed by other users since you viewed them last time The blue color indicates that a case or document has changed The folders contain lists of cases and documents that you want to remember to read You add cases and documents by dragging and dropping them in the reading list folders In some cases cases and documents are also added to the reading lists automatically For example if a document has been changed by someone else or if you are added as a case handler on a case this case or document is marked in blue Name Mi 2014 000085 Case 4 C821 Once you have opened the cases or documents they are a
14. ate created 8 14 2013 12 00 AM 13 70 1 WydSort Deployment of the Ethemet C95 Date modified 8 14 2013 3 43 PM cg The Relationship Between Courseware and Online Algorithms USINgK Authors MARTIN Martin Specialist Owner Martin Specialist MARTIN Date created 8 14 2013 12 00 AM 13 70 1 WydSort Deployment of the Ethernet C95 Date modified 8 14 2013 3 42 PM pP 170 items Example of a case search result 21 WorkZone Explorer 2014 R2 Home Share View Search De w TM gt Search Results in WorkZone Cases in DBOT v case x o A 7T Favorites k 2014 001487 Child case 2 Authors TESTADMIN Test Ad WU Desktop Owner Test Administrator TES Mm Downloads Date created 12 23 2014 12 00 60 EU General Date modified 12 23 2014 10 53 Recent places L WorkZone Cases in DBO1 k 2014 001488 Child case 2 a Authors TESTADMIN Test Ad J WorkZone Documents in DBO1 Owner Test Administrator TES Date created 12 23 2014 12 00 f 60 EU General Date modified 12 23 2014 10 49 js This PC a 2014 001485 Parent case Authors TESTADMIN Test Ad Gu Network Owner Test Administrator TES Date created 12 23 2014 12 00 60 EU General Date modified 12 23 2014 10 49 J 2014 001486 Child case 1 Authors TESTADMIN Test Ad BB Owner Test Administrator TES Date created 12 23 2014 12 00 60 EU General Date modified 12 23 2014 10 49 J 2014 001474 a new case Auth
15. case where the case group contains the word analysis Filter using dates date ranges and date and size expressions You can use dates date ranges and date and time expressions with some of the search tags You can for example filter on when cases and documents were created modified due or closed Date Use these date formats to filter based on a date e dd MM yyyy e yyyy MM dd e dd MM yyyy EXAMPLE You want to view cases that were modified on a specific date In the search box enter 23 WorkZone Explorer 2014 R2 datemodified 15 01 2015 Note If Windows is set up to use a different date format than dd MM yyyy the search on date will not work You can change the Windows date format Control Panel gt Clock Language and Region gt Change date time or number formats gt Short date field Date range Use the format dd MM yyyy dd MM yyyy to filter on cases and documents within a certain period of time EXAMPLE You want to view cases that were modified the first two weeks of January In the search box enter datemodified 01 01 2015 15 01 2015 Date expressions You can use the following date expressions with search tags e today e yesterday e this week e last week e this month e last month e this year e last year EXAMPLE You can for example filter on cases or documents that were modified today In the search box enter modified today Size expressions You can use the followin
16. cument folder location from a search result or when moving documents from the Recycle Bin to the Restore folder If you want to avoid these security prompts make sure that Launching applications and unsafe files is allowed for the Trusted Sites zone Security Settings Trusted Sites Zone settings Prompt Enable MIME Sniffing Disable o Enable LO Include local directory path when uploading Files to a server _ Disable o Enable Launching applications and unsafe Files Disable a T Prompt Launching programs and Files in an IFRAME _ Disable Enable a Prompt Aaah indi oe Pear mae iaramk Anm sira NI Tahes effect after you restart your compuber Reset cusbom settings Resetto medium default r ok cancel 33 WorkZone Explorer 2014 R2 9 2 Advanced features PERMANENT LINKS It is possible to make permanent links to any document or case in the archive This is available through a hidden folder called archive All you need to know is the DNS the ID and the file extension and then you can open any document using this http address http WebDAVHostHeader DSN archive WhateverYouWant D RecordKey Extension This mechanism can also be used to generate permanent links to documents You can also show cases through the archive folder using http WebDAVHostHeader DSN archive WhatEverYouWant C FileKey VIEW ERROR MESSAGES Sometimes File Explorer does not show user fri
17. d only file property of the new document The document will be created with few metadata the title is taken from the file name the state from the read only attribute and the document type used is N Internal The system automatically appends the Document identifier identifier when refreshing File Explorer You can open the document using either the file name supplied by the client without the Dxxxxx identifier as long as the document remains on the same case and is not further renamed or you can use the full name with the Dxxxx identifier RENAME DOCUMENTS You can rename documents from File Explorer The new name replaces the document title in the WorkZone system The Dxxxxx identifier is automatically appended when refreshing File Explorer The Dxxxxx identifier does not become part of the document title in the WorkZone system and you do not have to keep the Dxxxx identifier in the new name it will automatically be appended upon refresh of File Explorer You can open the document with and without the Dxxxxx identifier in the file name WORK WITH DOCUMENTS OFFLINE If you have taken a document offline for example copied it to the Windows Desktop or to a USB stick you can copy it back into the WorkZone database This means that the document is updated in the database provided that you have not changed the Dxxxx part of the file name When you copy the document back File Explorer displays a message asking if you want to replace
18. documents JP My lists m Open cases m Reading list cases LE Reading list documents Er Recent cases Er Recent documents Recycle Bin E Scanned today LP Shared lists F Today by Date modified 9 13 2014 2 47 PM 9 13 2014 2 47 PM 9 13 2014 2 47 PM 9 13 2014 2 47 PM 9 13 2014 2 47 PM 9 13 2014 2 47 PM 9 13 2014 2 47 PM 9 15 2014 2 47 PM 9 15 2014 2 47 PM 9 13 2014 2 47 PM 9 13 2014 2 47 PM 9 13 2014 2 47 PM 9 13 2014 2 47 PM 9 13 2014 2 47 PM 9 13 2014 2 47 PM 9 13 2014 2 47 PM 9 13 2014 2 47 PM 9 13 2014 2 47 PM 9 15 2014 2 47 PM 9 13 2014 2 47 PM 9 15 2014 2 47 PM 9 15 2014 2 47 PM 9 13 2014 2 47 PM Search explorer Type File folder File folder File folder File folder File folder File folder File folder File folder File folder File folder File folder File folder File folder File folder File folder File folder File folder File folder File folder File folder File folder File folder File folder The table below gives you an overview of the types of folders that you see in File Explorer Folder type Description gt Case lists Folders that represent standard case lists such as ie Open cases Cases currently placed with me E Cases with no case handler and unit le My case reminders one week ahead WU Unit s cases with no case handler E Unit s open cases IP Document lists Folders
19. e Studying Wide Area Networks and the Ethernet D67 docx 15 45_1 Towards the Analysis of Write Ahead Lo C128 Recent places do WorkZone Docume kg 15 33 1 Emulating Simulated Annealing and Digi C127 jE This PC Ch Network User s Guide v G title wide area networks Authors Test Administrator Owner Test Administrator TESTADMIN Date created 13 04 2015 00 00 Date modified 13 04 2015 10 27 Authors Test Administrator Owner Test Administrator TESTADMIN Date created 13 04 2015 00 00 Date modified 13 04 2015 10 26 The search results display two documents on two different cases EXAMPLE CASE SEARCH You want to search for cases in a specific case group You know that the case group contains the text analysis In WorkZone Explorer the case group is shown as a folder in a path In the search box enter folder analysis Search Tools Home Share View Search G T gt Search Results in WorkZone Cases in DBOI gt we Favorites a 15 54 1 A Case for 802 11 Mesh Networks EU Desktop Fz WorkZone Dokumer L WorkZone Sager i DI mi Downloads E Recent places Es WorkZone Documer R WorkZone Cases in 54 Food standards Microbiological analysis method 188 This PC th Network v amp folder analysid Authors TESTADMIN Test Administrator Owner Test Administrator TESTADMIN Date created 13 04 2015 00 00 Date modified 13 04 2015 10 26 The search results show one
20. endly and descriptive error messages from the WebDAV server in case of errors or illegal operations See FAQ If you want to see the real error from the system you can use Fiddler on the client and this way see the actual response and error from the server RUN WORKZONE EXPLORER ON A WINDOWS SERVER It is not possible to access clients or services directly from the web server For information on how to enable access from the web server see Microsoft article 896861 If you want to run WorkZone Explorer from File Explorer on a Windows Server operating system you must also enable the Windows feature called Desktop Experience 9 3 Troubleshooting Click an issue below to see the solution or workaround AUTOMATIC AUTHENTICATION OF USERS FAILS WHEN ACCESSING WORKZONE EXPLORER THROUGH AN FQDN HOST If you access WorkZone Explorer through an FQDN host name automatic Windows authentication of users will not work An error message is shown or the Windows Logon window displays repeatedly To make the logon happen automatically add the http s address to the WorkZone Explorer host to the Windows registry named AuthForwardServerList For example http db01 1mdom local You can find information on how to make this change in the registry in the Microsoft article 943280 Follow the instructions listed under Registry information in the Resolution section Notes 34 User s Guide e You do not need to install the hotfix mentioned in the Mic
21. false Date Date range Time frames string string string string string string Search tag person to from CC size extension default Case fields party name registe r_text register_txt party name registe r_text register_txt party name registe r_text register_txt party name registe r_text register_txt NA NA register_ text register_txt Document fields party name registe r_text register_txt party name registe r_text register_txAt party name registe r_text register_txt party name registe r_text register_txt doc_length record ext extension register text register txt Accepts string string string string size filters string string User s Guide Notes Free text Free text Only parties with role custo m label Modtager is searched Free text Only parties with role custo m label Afsender is searched Free text Only parties with role custo m label Kopimodt is searched Free text search 29 WorkZone Explorer 2014 R2 8 FAQs This section contains a list of frequently asked questions on WorkZone Explorer functionality Click any question below to see the answer WHY UNCLEAR ERROR MESSAGES Sometimes File Explorer does not show user friendly and descriptive error messages from the WebDAV server When you perform an illegal operation for example try to move an archived document to another case you only see a gene
22. for example authors Anne Lise title research Note To search for an exact phrase ina title enclose your search terms in quotes or brackets for example title research center or title research center The search result includes cases or documents with the same words in the Same order as inside the quotes or brackets name research filename hearing person nielsen person anne lise Note This is a combined search on first and last name to Marcus Note This is a free text search on either Name 1 or Name 2 Search tag from CC size extension You want to view Cases or documents with a specific party with the role Sender Cases or documents with a specific party with the role Copy recipient Large documents Documents of a specific file extension for example Microsoft Excel sheets User s Guide Enter in Search field from filippa Note This is a free text search on either Name 1 or Name 2 cc marie Note This is a free text search on either Name 1 or Name 2 size large extension xlsx See Supported search tags for a list of search tags that includes the name of the fields that are searched in WorkZone Content Server 7 1 Supported search tags The table below lists the search tags that you can use to filter the search results of the WorkZone Cases in database and WorkZone Documents in database search connectors The tables lists the search tags and
23. g size filters with the search tag e empty e tiny e small e medium e large e huge e gigantic EXAMPLE You want to view large documents size large 24 Combine search tags User s Guide You can combine search tags and this way narrow your search results even more Separate the search tags with a space EXAMPLE You want to search for a document with the text research in the document title with a specific case group that contains the text laws In the search box enter title research folder laws More search tag examples Below you can find examples of how to use search tags Search tag created datecreated date modified datemodifie d due completed folder folderpath open end owner You want to view Cases or documents created ona specific date Cases or documents that were created today Same as above Same as above Cases or documents that were modified this week Cases and documents that were modified yesterday Cases or documents that are due within a certain period of time Cases or documents that were closed within a certain period of time for example this month Cases or documents with in a specific case group for example a case group named laws Same as above Only closed cases or documents or only open cases or documents Cases or documents with a specific planned completed dato cases or reply deadline documents for example
24. he Windows error messages that you might run into are explained in the FAQ items below WHY DO I GET AN ERROR MESSAGE WHEN I TRY TO ADD A DOCUMENT TO THE DRAFTS FOLDER You can only create new documents in folders that represent specific cases You cannot create a new document directly in the Drafts folder because the WorkZone system requires a case for placing the document correctly If you to try add a document to the Drafts folder you get the following Windows messages depending on where you try to add it from A device attached to the system is not functioning _ or _ Can t read from the source file or disk WHY DO I GET AN ERROR MESSAGE WHEN I TRY TO CREATE A NEW CASE FOLDER Some folders do not allow case creation You can create new cases in the Open cases Unclassified cases folders and in specific case folders If you try to create a new case folder in a folder which does not allow case creation you get the following Windows error message Unable to create the folder New folder File system error See also Create case View all FAQS ADVANCED FEATURES gt Optimize performance WorkZone Explorer 2014 R2 RELATED PRODUCT DOCUMENTATION gt WorkZone Content Server Installation Guide WorkZone Services blog SCANJOUR LINKS ScanJour website ScanJour support gt ScanJour on Youll User s Guide 2 What s new WORKZONE EXPLORER 2014 R2 Flat case folder hierarchy You can now change the setup
25. l Area Network LAN Settings dialog box is not selected on the client To open this dialog box in Internet Explorer click Tools gt Internet options gt Connections tab gt LAN Settings Local Area Network LAN Settings Automatic configuration Automatic configuration may override manual settings To ensure the use of manual settings disable automatic configuration F Use automatic configuration script Proxy server Fi Use a proxy server for your LAN These settings will not apply to dial up or VPN connections a0 Bypass proxy server for local addresses INTERNET SECURITY ZONES The WebDAV protocol is based on http and therefore the Internet Security zones applies to WorkZone Explorer To ensure the best user experience and optimal performance the WorkZone Explorer host name must be configured correctly in the Internet Security Zones 32 User s Guide 1 In Internet Explorer click Tools gt Internet options gt Security tab 2 Add http s webdavhost to either the Trusted sites zone or the Local intranet zone The Local intranet zone must be selected to have automatic integrated user authentication performed by Windows without Log on dialog boxes 3 Add file webdavhost to the Trusted sites zone If the file protocol is added to the Local intranet zone searching using the search connectors perform slowly when showing the results In some cases you might receive a security warning when opening a do
26. n in the search result Example of a document search result CS gO J gt Search Results in WorkZone Documents in DBO1 vit decoupling x Organize v Save search v fil We Favorites wie Decoupling the Transistor from the World Wide Web in the Memory Authors MARTIN Martin Specialist E ME Desktop Owner Martin Specialist MARTIN IB Downloads Date created 8 14 2013 12 00 AM KO Recent Places 13 701 WydSort Deployment of the Ethernet C95 Date modified 8 14 2013 3 43 PM L WorkZone Cases in wie Contrasting IPv6 and Scheme with MUND D198 Authors MARTIN Martin Specialist Ls WorkZone Docurner Owner Martin Specialist MARTIN Date created 8 14 2013 12 00 4M Fat 13 701 WydSort Deployment of the Ethernet C95 Date modified 8 14 2013 3 43 PM Libraries LE Documents wi Deconstructing Red Black Trees D197 Authors MARTIN Martin Specialist a Music L Owner Martin Specialist MARTIN 2 Date created 8 14 2013 12 00 AM bk Pictures a 13 70 1 WydSort Deployment of the Ethernet C95 Date modified 8 14 2013 3 43 PM EE Videos wi Comparing Checksums and the UNIVAC Computer D195 Authors MARTIN Martin Specialist jE Computer Owner Martin Specialist MARTIN mee Date created 8 14 2013 12 00 AM 13 70 1 WydSort Deployment of the Ethemet C95 Date modified 8 14 2013 3 43 PM Shu Network CB Kokama Wireless Ubiquitous Epistemologies D194 Authors MARTIN Martin Specialist Owner Martin Specialist MARTIN D
27. nd access code of the parent case See Create child cases WorkZone Explorer 2014 R2 PDF sub folder in case folders A new PDF sub folder in case folders contains PDF versions of documents on the case See PDF versions of documents Paf oa Open Case in Captia WE Test doc 1 D95 docx Letter date displays as date modified in File Explorer The letter date entered in WorkZone Client or Captia Web Client is now shown in the Date Modified column in File Explorer Shortcut to next child case folder appears when the path in File Explorer is very long If your case folder hierarchy is deep the path in File Explorer becomes very long and at some point the maximum limit set by Microsoft Windows is met meaning that you cannot browse to the next child case folder using the arrow buttons in File Explorer In this case a shortcut to the next child case folder in the hierarchy appears Double click the shortcut to open the next child case folder and then you can continue using the arrow keys to browse further through the folder hierarchy J Pat E 2014 000033 Test case ay Open Case in Captia Shorter case folder names The consecutive case number has been removed from the case folder names to shorten the name Example of a case folder is 2014 000005 Test case WORKZONE EXPLORER 2013 R2 WorkZone Explorer 2013 R2 contains the following new features e WorkZone Explorer now displays the following new folders in File Expl
28. network drive in File Explorer Right click on Network click Map network drive and then browse to select the folder that you want to map If more than one WorkZone Content Server database was specified during installation of the WorkZone web server you open them in separate File Explorer windows To learn more about the type of folders shown in File Explorer see About the folder structure To learn more about working with cases and documents see Working with cases and Working with documents Important You can optimize the performance of WorkZone Explorer by changing a couple of Internet Explorer settings see Optimize performance and user experience WorkZone Explorer 2014 R2 4 About the folders WorkZone Explorer gives you access to folders in File Explorer that represent standard case and document lists for example Drafts Open Cases and so on In addition there are search connectors and a Recycle Bin folder Home View T Mm Network db01 explorer UF Favorites BO Desktop b Downloads E Recent places Libraries 5 Documents a Music je Pictures E Videos jE Computer Ci Network 30 items Name O m Cases currently placed with me m Cases with no case handler and unit m Cases with reminders LE Changed cases LE Changed documents E Documents E Documents with no case handler and unit EJ Documents with reminders E Drafts m Faworite cases m Favorite documents h Followed cases m Followed
29. nts are checked out in WorkZone products editable documents when they are opened This prevents two users from editing the same document at the same time or the same user from editing the same document from different folders at the same time For example Microsoft Office has a feature that notifies the second user who opens a document when the document becomes available for editing Microsoft Office can also allow editing from both users at the same time and automatically merge the changes This feature works automatically with WorkZone Explorer This is the Microsoft Office dialog box shown when a second or third user opens a document that is already being edited by someone else 17 WorkZone Explorer 2014 R2 File In Use This file is lacked for editing by another user Do you want to View a read only copy Edit the file and merge your changes with the server file when it becomes available Receive a notification when the server file is available Why can t I edit the server file Note Some documentation editors for example Notepad only locks checks out the document when saving This means that the last edit is always applied DOCUMENT IDENTIFIER All documents have a document identifier Dxxxx as part of the file name DRAFT VERSIONING If draft versioning is enabled in WorkZone Configuration Management new versions of a document are created automatically Versioning applies to documents with the state UA Draft
30. ons on cases and documents such as creating and renaming cases and documents opening editing and saving documents directly into the WorkZone archive from a document editor that supports the WebDAV protocol for example Microsoft Office or Notepad WorkZone Explorer is part of the WorkZone Content Server installation Note that it is not required to install a client such as WorkZone Client or Captia Web Client START WORKZONE EXPLORER 1 Enter this URLin your browser http lt host gt explorer Example http db01 explorer A welcome page displays gt e http db01 explorer P B Scanjour WorkZone Explorer SCANJOUR workzone Product Version WZCS 2014 Assembly Version 14 0 68 0 File Version 14 2 1412 0 Build on IT Hit WebDAV Server Engine Version 3 5 1161 0 WorkZone Explorer User Guide e Use a WebDAV client provided with almost any OS Refer to Accessing WebDAV Server page for detailed instructions If you are running Internet Explorer you can open Web Folders Mini Redirector right here Browse using File Explorer User s Guide 2 Click Browse using Windows Explorer to open File Explorer Home Share View T gt Network db01 gt explorer v GC Search explorer oe Name Date modified Type WO Desktop I Cases currently placed with me Mm Downloads i Recent places 15 2014 2 47 PM le folder 15 2014 2 47 PM ile folder 15 2014 2 47 PM le folder 15 2014 2 47 PM ile folder 15 2014
31. or UP Personal draft DOCUMENT ATTRIBUTES AND DOCUMENT STATES eeeee2e2222 222 22 se ese ee se we wee ewe ewe we ee ewe eee ese ee eee ese ee eee ee ee see eee ee eee eee ees eee eee eee see eee ese see eee eee eee eee eee eee eee ese ee ese eee we ewe we we Y In the example below the Attributes column is added to the folder view in File Explorer In this column you can see the different file attribute combinations that can be exposed from the system ST AA AA mm Co x a 15 items 18 Go vik Open cases b 2013 000025 A Methodology for the Exploration of DHCP MARTIN C90 v 4 Search 2013 000025 A Methodology f p Organize New folder j v o r Favorites Name f Date modified Type Size Attribut E Desktop g a Methodology for the Exploration of DH 6 11 2013 9 04 AM Microsoft Word d 34KB RAO 8 Downloads GF A Methodology for the Study of DHTs D 6 11 2013 9 04AM Microsoft Word d 34KB RAO E Recent Places An Analysis of Extreme Programming Usi 6 11 2013 9 04AM Microsoft Word d 35 KB RAO An Analysis of Symmetric Encryption D3 6 11 2013 9 04AM Microsoft Word d 36 KB RAO Gi Libraries 2 Comparing Checksums and Web Service 6 11 2013 9 04AM Microsoft Word d 37 KB RAO A Documents Deconstructing Information Retrieval Sys 6 11 2013 9 04AM Microsoft Word d 33 KB RAO a Music w Exploration of 802 118 D319 6 11 2013 9 04 AM Microsoft Word d 34KB
32. orer o Recent cases o Recent documents o Favorite cases o Favorite documents o Followed cases o Followed documents o Reading list cases o Reading list documents See Folder types for more information about the new types of folders e Cases folders representing closed cases now have an X on the icon a The X on the archived document icon has been removed from the icon User s Guide e The modified date for a case is now updated automatically when documents on the case are edited or when documents are added or removed from the case See Date Modified on Cases WORKZONE EXPLORER 2013 SP1 The versioning part DeltaV of the WebDAV protocol is now supported by WorkZone Explorer New folder named My lists which exposes searches defined and saved by the user from WorkZone Client or Captia Web Client See Folder types New icon for read only documents Read only documents used to be highlighted in blue Now the 1 icon indicates that the document is read only See Read only documents Create new cases See Working with cases Create child cases See Working with cases Free text search on cases and documents See Search for cases and documents WorkZone Explorer 2014 R2 3 Getting started WorkZone Explorer uses WebDAV Web Document Authoring and Versioning which is a Standard document protocol over HTTP With WorkZone Explorer you can manage cases and documents from File Explorer You can perform common operati
33. ors TESTADMIN Test Ad F Date created 12 23 2014 12 00 LIT Unit Test Date modified 12 23 2014 2 59 If you double click on a case in the search results and it is a child case you can double click the ah shortcut to open the parent case in File Explorer ame O Pdf ab ol2014 001485 Parent case SG Open Casein Captia 3 Double click the case or document to open it Important The search in WorkZone Explorer should not be confused with the free text search in File Explorer which searches in file names FILTER SEARCH RESULTS USING SEARCH TAGS When you search using search connectors you can use search tags to filter the search results for better overview The search tags filter the current search results based on the text that you enter Case folders and documents are displayed as search results if your search text matches the name tags or other properties EXAMPLE DOCUMENT SEARCH You want to search for a document with a specific text in the document title for example wide area networks In the search box enter title wide area networks or title wide area networks Note If you omit the quotes or the brackets you search for wide area AND networks 22 Search Tools Home Share View Search v TM gt Search Results in WorkZone Documents in DBOT gt Ft Favorites wl A Case for Wide Area Networks D76 docx WU Desktop ie WorkZone Dokumer LE WorkZone Sager i DI Jp Downloads w
34. ou make are reflected in both locations If you open a document from the Recycle Bin the document opens in read only mode The example below shows the documents on a specific case 16 User s Guide Lolo fate GO d Open cases 2013 000025 A Methodology for the Exploration of DHCP MARTIN C90 v 4 Search 2013 000025 A Methodology f P Organize New folder J Ci 7 sk Favorites Name Date modified Type Size BE Desktop A Methodology for the Exploration of DH 6 11 2013 9 04 Al Microsoft Word d 34 KB i Downloads g A Methodology for the Study of DHTs D 6 11 2013 9 04 Al Microsoft Word d 34 KB E Recent Places An Analysis of Extreme Programming Usi 6 11 2013 9 04 Al Microsoft Word d 35 KB An Analysis of Symmetric Encryption D3 6 11 2013 9 04 AM Microsoft Word d KB lt a Libraries amp Comparing Checksums and Web Service 6 11 2013 9 04 A ft Word d 37 KB Documents Deconstructing Information Retneval Sys 6 11 2013 9 04 AM crosoft Word d 33 KB a Music wi Exploration of 802 11B D319 6 11 2013 9 04 AM Microsoft Word d 34 KB amp Pictures 2 Exploring Von Neumann Machines and C 6 11 20139 04 AM_ Microsoft Word d 39 KB F Videos g Horner A Methodology for the Evaluatio 6 11 2013 9 04 AM Microsoft Word d 36 KB wi Inclasp Visualization of Multi Processors 6 11 2013 9 04 AM Microsoft Word d 37 KB Computer NegroFeod A Methodology for the Evalu 6 11 20139 04 AM
35. ral error message such as Cannot read from source or disk Some of the Windows error messages that you might run into are explained in the FAQ items below WHY DO I GET AN ERROR MESSAGE WHEN I TRY TO ADD A DOCUMENT TO THE DRAFTS FOLDER You can only create new documents in specific case folders You cannot for example create a new document directly in the Drafts folder because the WorkZone requires a case for placing the document correctly in the system If you to try add a document to the Drafts folder you get the following Windows messages depending on where you try to add it from A device attached to the system is not functioning _ or Can t read from the source file or disk WHY DO I GET AN ERROR MESSAGE WHEN I TRY TO CREATE A NEW CASE FOLDER By default WorkZone Explorer is not configured to allow creation of new cases Case creation must be enabled on the SJ TEMP class in the file class system You apply this configuration using WorkZone Configuration Management If you try to create a new case you get the following Windows message Unable to create the folder New folder File system error WHY DO I GET AN ERROR MESSAGE WHEN I TRY TO CREATE A NEW CASE FOLDER Some folders do not allow case creation You can create new cases in the Open cases Unclassified cases folders and in specific case folders If you try to create a new case folder in a folder which does not allow case creation you get the following Windows error me
36. rosoft article e The hotfix mentioned in the Microsoft article is included in Windows 8 although Windows 8 is not listed in the Properties section 35 WorkZone Explorer 2014 R2 10 Terms and conditions INTELLECTUAL PROPERTY RIGHTS This document is the property of ScanJour The data contained herein in whole or in part may not be duplicated used or disclosed outside the recipient for any purpose other than to conduct business and technical evaluation This restriction does not limit the recipient s right to use information contained in the data if it is obtained from another source without restriction DISCLAIMER This document is intended for informational purposes only Any information herein is believed to be reliable However ScanJour assumes no responsibility for the accuracy of the information ScanJour reserves the right to change the document and the products described without notice ScanJour and the authors disclaim any and all liabilities ScanJour is a trademark used under license by ScanJour A S All other logos trademarks and service marks are the property of the respective third parties Copyright ScanJour A S 2015 All rights reserved 36
37. s folder The Recycle Bin is personal which means that you only see the documents that you have moved there The Recycle Bin contains a Restore folder If you drag a document from the Recycle Bin to the Restore folder it will be moved back to the case folder where it was originally placed It is also possible to restore a recycled document to another case by moving it from the Recycle Bin to another case folder ADD OR REMOVE DOCUMENTS IN THE FAVORITE DOCUMENTS FOLDER You can add documents to the Favorite documents folder by dragging and dropping the documents on the folder To remove a document from the Favorite documents folder press the Delete button A message displays Are you sure you want to permanently delete this file Click Yes to remove the document from the list Note The document is not deleted but only removed from the Favorite documents folder PDF VERSIONS OF DOCUMENTS All case folders contain a PDF folder for PDF versions of documents created on a case It contains the PDF versions that you have created from WorkZone Client or Captia Web Client 6 1 About documents You can open and edit all documents from any type of folder provided that you have the corresponding application installed Note that the same document may appear in several folders For example a draft document is located in both the Drafts folder and in the case folder where it belongs You can open and edit the document from either folder The changes y
38. ssage Unable to create the folder New folder File system error See also Create case WHY DO I GET AN ERROR MESSAGE WHEN I TRY TO MOVE A DOCUMENT FROM ONE FOLDER TO ANOTHER You are probably trying to e Move a document from one standard list to another e Move a document from a case folder to a standard list for example to the Open cases folder e Move a document to a closed case e Move a document that is archived or closed 30 User s Guide This is not possible In these cases you get the following Windows error message Can t read from the source file or disc WHY ARE FOLDERS NOT DELETED WHEN THEY SEEM TO BE It is not possible to delete folders using WorkZone Explorer although it may look so in File Explorer If you try to delete an empty folder it looks as if the folder was successfully deleted but if you press F5 to refresh the folder reappears If you try to delete a folder with content nothing happens after you have confirmed the deletion File Explorer does not display any error message in this case WHY DO I GET A UNCLEAR ERROR MESSAGE WHEN I TRY TO RENAME A DOCUMENT There are several renaming scenarios where you might get this Windows error message Can t read from the source file or disk For example if you try to e Change the document ID DXXX in the document name It is not possible to change the ID only the document name can be changed e Rename a document which is saved on a closed case
39. that represent standard document lists such as 10 Folder type Case folders r My lists IN Shared lists ki Recent cases Sf Recent documents ki Favorite cases Favorite documents Ii Followed cases fi Followed documents User s Guide Description Documents Drafts Document reminders Documents with no case handler and unit Scanned today Today Folders that represent specific cases in the database A folder represents one case and contains all the documents of that case It may also contain child cases Child cases are shown as sub folders 2014 000080 Casel di 15 TEMP 000082 Child case C921 The case number is displayed in brackets in the folder name for example 2014 000005 Test case If the case folder has the icon a the case is closed Each case folder contains a shortcut to open this case Double click the shortcut to open the case in WorkZone Client or Captia Web Client This folder contains searches that you have saved from WorkZone Client or Captia Web Client to the database Sub folders in the My lists folder correspond to saved searches This folder contains lists that other users or your organization have shared with you Note You can share lists from WorkZone Client only The folders contain the last cases and documents you have opened so that you can quickly open a case or document again The folders contain the cases and documents th
40. the case and document fields in WorkZone Content Server that the search applies to Search tag created datecreated date modified datemodifie d Case fields created created created updated updated Document fields created created created doc time doc time Accepts Notes Date Date range Time expressions Date Date range Time expressions Date Date range Time expressions Date Date range Time expressions Date 27 WorkZone Explorer 2014 R2 Search tag due completed folder folderpath open end owner author authors title name filename 28 Case fields current reminder reminder date closed file class or file class path file class or file class path closed plan completed officer create user create user note title elab title Document fields current reminder reminder date record closed file elab file elab locked meaning UL ARK or AFS reply time limit date officer create user create user note title title title Accepts Notes Date range Time expressions Date Date range Time expressions Date Date range Time expressions string For case search If string starts with file class is used otherwise file class path is used string For case search If string starts with file class is used otherwise file class path is used Bool true
41. utomatically removed from the reading list folders You do not have to open the cases or documents from the reading lists you can also open them from any other folders This folder contains the cases with you as a case handler that have not been classified yet An unclassified case is a case in the case group named SJ TEMP SJ TEMP is the default case group used when creating cases from WorkZone Explorer For more information see Create case This folder contains documents with reply deadlines that you have not yet replied to The Recycle Bin contains documents that you have moved from other folders to this folder in order to delete them The Recycle Bin folder contains a folder named Restore that enables you to restore a deleted document from the Recycle Bin folder to the case it was originally saved on For more information see Delete and restore documents Important Due to performance reasons WorkZone Explorer displays the 1000 most recent entries in a folder For documents it is related to the last document update and not the last change of the document meta data For cases itis related to the last meta data change on that case 12 User s Guide 5 Working with cases You can perform the following actions on cases in File Explorer CREATE CASE You can create new cases in File Explorer by creating new subfolders in these folders e Open cases Unclassified cases e Case folders When you create a new case through Work
Download Pdf Manuals
Related Search