What's New for
ARCHIBUS V.21.3
Introduction ...... 3
Your Work ... Simplified ...... 3
New Features at a Glance ...... 6
ARCHIBUS Mobile Framework ...... 7
Mobile Framework Enhancements ...... 8
Maintenance App: Supervisor Features ...... 10
Maintenance App: Other Features ...... 12
Asset & Equipment Survey App ...... 13
Assessment App ...... 14
Space & Occupancy App ...... 14
Space Book App ...... 16
Workplace Services Portal App ...... 17
Incidents Reporting App ...... 18
Mobile Executive Reporting ...... 18
ARCHIBUS Geospatial Additions ...... 19
Map Views ...... 19
Enhanced Map Views ...... 20
Publishing Inside-building Information to GIS ...... 20
Integration with Google GIS ...... 21
Web Central Applications ...... 23
Lease Administration ...... 23
What's New for V.21.3, Page 1
Cost Chargeback & Invoicing ...... 25
Portfolio Forecasting ...... 25
Capital Budgeting ...... 27
Project Management ...... 28
Building Operations ...... 30
Space Planning & Management ...... 32
Reservations and Reservations Plugin for Microsoft Outlook ...... 32
Energy Management ...... 34
Environmental Health & Safety ...... 36
Hoteling ...... 36
Asset Management ...... 37
System Administration ...... 37
Smart Client ...... 38
Personalization Features ...... 38
Mobile Personalization ...... 38
Web Central Personalization ...... 41
What's New for V.21.3, Page 2
Introduction
The real estate, facility and infrastructure professions are advancing quickly. To ensure that the professionals who depend on ARCHIBUS have state-of-the-art tools, the ARCHIBUS product is continuing with an aggressive development plan. In addition to the new features listed below, the teams have processed well over 1,000 enhancements and "fit and finish" changes across the product suite. These changes deliver performance improvements that speed your work, analyses that deliver new insights, and modernized infrastructure that keep the products moving with the speed of modern technology.
That said, if you have been feeling a bit outpaced by the rapid advances in recent ARCHIBUS releases -- such as mobile, metrics, and page navigation -- you will be pleased to know that the changes from V.21.2 to V.21.3 are evolutionary. All your existing skills and training still apply. The new features operate in the same UI, framework, and platforms. If you deployed application features or personalized features such as home pages with V.21.2, all your personalizations will all work unchanged in V.21.3.
Your Work ... Simplified
In fact the entire theme of the V.21.3 revision is "Your Work … Simplified."
Your BIM models ... simplified . New buildings are documented in BIM. ARCHIBUS connects that rich BIM model data directly to your central ARCHIBUS enterprise database, combines it with the CAD data you already own, and lets you use it everywhere you need it -- in Revit, over the Web, or on your mobile devices.
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Your maintenance tasks ... simplified. New "all in one" consoles keep work flowing smoothly -- whether you are working at your desk or from your tablet or smartphone. Never miss an alert or work stop because you are away from your desk. Home pages and metrics let you express the scope of the building operations effort and its business value to senior management.
Endless workspace changes ... simplified. Occupancy and allocation change daily. And if you don't have information on your tablet or smartphone, it might as well not exist. Today's space manager has unprecedented information and productivity demands to meet. Fortunately, they also have ARCHIBUS. From BIM, to the unified space console, to mobile apps, ARCHIBUS can keep you in touch. Workspace transactions keep on top of constant change, and metrics clearly express to management what can be accomplished with current resources and why.
The flood of service requests ... simplified. "Mobile first" is the watchword for many organizations discussing workplace productivity, and one on which ARCHIBUS delivers. The Workplace Portal apps delivers the full range of services and information at the fingertips of enterprise staff -- wherever they are. Other interfaces, such as a plug-in for Outlook, offer powerful features in familiar form.
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Geospatial analysis ... simplified. The geographic context is key for any organization that looks to achieve new insights and higher levels of coordination. And the new ARCHIBUS Geospatial Extensions for Esri lets you georeference nearly everything --from parcels to buildings, floors, rooms and equipment. Whether inside or outside a building, at national, campus, or floor plan scale, ARCHIBUS allows you to have a single, consistent common operating picture that can analyze all of your ARCHIBUS data at every scale that your business operates.
Your portfolio ... simplified. Users of existing Web Central applications will find a wealth of new features and productivity enhancements for managing your real estate and facilities portfolio. In particular, you will find that ARCHIBUS has extended its new integrated "one-stop shop" UI's for consoles thoroughout the product. New "all-in-one" consoles for leases, capital projects, invoices, energy and forecasting make it easy to manage your process, from end-to-end, without switching views.
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New Features at a Glance These are the key advances in this release for each of the practice areas that are driving organizational change in today's business.
Mobile . With an explosion of new devices in use in the workplace, mobile is essential to every organization's productivity and future strategy. And mobile devices, capabilities, and operating systems advance markedly every six months. For this reason, ARCHIBUS continues to aggressively improve the suite of mobile apps, with significant additions throughout all applications as well as the ARCHIBUS Mobile Framework in which they operate. For many new application features, ARCHIBUS has adopted a "mobile first" strategy to provide these features earliest at the point of activity.
Real Estate Portfolio Management . A new Lease Portfolio Console provides all search, oversight, details, and actions that a portfolio manager needs to handle both reactive issues and proactive planning from a single interface.
Capital Project Management . Any realistic portfolio plan ties directly to the capital cycle and the missions that the capital spend supports. This release sees powerful new integration of invoicing data to provide insight on actual project progress and spend as well as integrated capital project consoles that can summarize financial and schedule status at-a-glance.
Space Planning & Management. This release continues a strong development program with VPA support for Space Transactions and improved Space Transaction editing on mobile.
Asset Management . Mobile devices are triggering a renaissance in asset management as field intelligence makes it practical to track disposition of a wide range of assets and equipment. Towards that end, ARCHIBUS has taken a "mobile first" approach to new asset management features, adding barcoding, floor plan redlining, photo redlining, swipe navigation, and UI improvements to its already strong Asset & Equipment Survey app.
Building Operations . This release deepens the building operations suite with a powerful set of features for supervising the end-to-end maintenance process -- entirely from your mobile device. This release also adds work team support and self-assignement features to both mobile and desktop environments for sites that assign work to teams or shops rather than to individual craftspersons.
Workplace Services . A powerful driver to employee productivity is workplace services, and the services applications in ARCHIBUS have made significant leaps in this release. The mobile Workplace Services Portal App received a facelift and new features, the Reservations Plug-in for Outlook sports a number of improvements, and the Web Central Reservations application has significant new features -- including multiple simultaneous conference room reservations to schedule Web events and video conferences at multiple sites.
Enterprise Integration . This release integrates the ARCHIBUS Connectors into the standard Web Central schema and product. Many of the world’s largest organizations depend on ARCHIBUS as a critical extension to their ERP suite. The ARCHIBUS Connectors allow these organizations to reuse information that already exists in their “gold-standard” data sources as well as share ARCHIBUS data in
What's New for V.21.3, Page 6
their Microsoft, Oracle, Sage, SAP, UFIDA, and other enterprise systems. The ARCHIBUS Connectors enable rapid integration using industry-standard transfer formats, such as OSCRE, COBIE, and buildingSmart IFCs.
Technological Advances . To keep delivering innovation, ARCHIBUS has upgraded many aspects of the underlying platform. This release adds a wide variety of new functionality to the ARCHIBUS Mobile Framework -- including drawing, redlining, barcoding, performance improvements, questionnaires, and document access. Web Central adds powerful new components for Web-based drawing and charting based on HTML5 -- components that can run on both desktop and mobile. This release also adds formal support for AutoCAD 2015, Revit 2015, Oracle 12c, JDK 1.7, Windows 8.1, iOS 7.0, and Internet Explorer 11.
Easier Upgrades . This release also contains a substantial improvement to the Database Upgrade Wizard, making upgrades to new versions of the ARCHIBUS database easier, even if your production database contains your own site's personalizations.
ARCHIBUS Mobile Framework
The most apparent change in the ARCHIBUS mobile Apps is the interface, which has been revamped throughout. Yet, the most important advances are "under the hood" in the Mobile Framework and in the functionality of the Apps themselves.
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Mobile Framework Enhancements Performance . The Framework implements a series of performance improvements for faster download, storage, and viewing of data.
Database . There is no longer a 50MB limit to data and files. The mobile apps store all data, downloaded documents, and downloaded drawings in the sqlLite database, which can be as large as your mobile device's memory permits. The data now persists, even if you clear the cache of the Web browser on the device. (3041042, 3039900)
Encryption . The Framework now includes an option to encrypt all data stored on all mobile devices with 256-bit AES encryption. You can establish this encryption from a single, centralized location. The encyryption covers all database data downloaded to the mobile device, as well as any drawings or images.
Help Topic : Please see the “Enabling Mobile Apps” section of this topic for details on enabling encryption: http://www.archibus.com/ai/abizfiles/v21.3_help/system_management_help/afm-sysman.htm#J2EE/General_Configuration_Options.htm
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New Mobile Client . Google Play and Apple’s App Store now have both the existing ARCHIBUS Mobile Client 1.0 for users of 21.1 and 21.2 and a new ARCHIBUS Mobile Client 2.0, for users of 21.3. The new mobile client includes all of the advanced Framework features -- from encryption to redlining and barcoding. The new mobile client also "future proofs" your deployments by including technology that will be needed for future enhancements and future mobile operating systems. If you accidentally download the wrong version of the Mobile Client for your version of Web Central, the app will apprise you of that and will present a link to install the correct version.
Android Back Button . The Framework now interprets the "Back" button as a previous page action within all ARCHIBUS apps.
New Look . This release includes an upgrade to the look and feel, making the workflows smoother and the screens easier to read and use.
Barcode Scanning . The App can use the mobile device's built-in camera to scan a wide variety of barcode formats, such as UPC, Data Matrix, or QR codes. Mobile users can use the camera on their mobile device to scan barcodes as input for new records or searching. For example, they can scan a piece of equipment and locate the corresponding assessment record or work request, or they can scan the barcode on a piece of equipment and create a new assessment record.
Help Topic: http://www.archibus.com/ai/abizfiles/v21.3_help/archibus_help/archibus.htm#../Subsystems/mobile/Content/mobile/core/bar_code.htm
Redlining . Drawings and photos can be redlined and saved with survey records for Assessments, Work Requests, Space & Occupancy Surveys, and Asset & Equipment Surveys.
Help Topic : http://www.archibus.com/ai/abizfiles/v21.3_help/archibus_help/archibus.htm#../Subsystems/mobile/Content/mobile/core/redline.htm
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Maintenance App: Supervisor Features
Maintenance managers and supervisors have demanding schedules that keep them in the field -- attending meetings, conferring with craftspersons or customers on site, coordinating with service providers and vendors, and often performing their own maintenance work. Yet, at the same time, they must be able to keep the maintenance work flowing for their organization.
The Maintenance Supervisor features extend the Maintenance App in order to allow managers to control the entire end-to-end workflow from their mobile device. You can create, approve, estimate, schedule, assign, reassign, update, and complete work -- all from your mobile device.
The App adds new queues to manage requested, approved, issued, and completed work. The forms provide complete access to associated craftspersons, parts, trades, tools, schedules, estimates, and costs.
Help Topic : http://www.archibus.com/ai/abizfiles/v21.3_help/archibus_help/archibus.htm#../Subsystems/mobile/Content/mobile/maint_supervisor.htm
Bulk Actions . The App can perform actions on request in bulk so you can approve, schedule, estimate, issue, or complete multiple work requests at once. For instance, you can assign a craftsperson or tool to multiple requestsin a single step.
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Request Forwarding. You can forward requests to another supervisor or work team -- one at a time, or in bulk. This feature lets you level the load between teams or speed resolution of work that requires different skills.
Dynamic Substitute Roles . Your site may use the substitution feature within ARCHIBUS, in which users can assume permanent or time-limited substitution for a Service Provider, Supervisor or Craftsperson role. In this case, a work request may be doubly routed to another person for workflow steps such as approval, estimation, and scheduling. The App gives the user the features needed to execute their duties. For instance, suppose a Craftsperson is the substitute for their Supervisor for an afternoon and, after a sync, 10 requests appear in the Craftsperson’s queue for approval. The App will include the Approval feature for the Craftsperson to use on those 10 requests. Once the requests are processed, the next sync will remove any features no longer needed for that user’s role.
Flexible Work Routing . The Supervisor features of the Maintenance App use the same server-side SLA processing and business logic as the Building Operations Console in Web Central. The Maintenance App supports multiple craftspersons per work order and can process preventive maintenance work orders that contain multiple work requests. As with the Building Operations Console, if you create a new work request in the Maintenance App, the server-side SLA logic will automatically create a new work order for that request.
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Maintenance App: Other Features
This release adds a series of new features to enhance the productivity of craftspersons in the field.
Work Teams . Craftspersons with the appropriate permissions will see a new tab on their App -- the Approved tab. This holds all work for their work team that has been approved but not assigned. Craftspersons can pull down and self-assign appropriate work -- taking advantage of their location, their particular expertise, or a gap in their schedule.
Redlining. Drawings and photos can be redlined and saved with survey records for Work Requests.
Barcode Scanning. The barcoding feature speeds work because it enables you to search for equipment by scanning the barcode on the equipment item. The App can use the mobile device's built-in camera to scan a wide variety of barcode formats, such as UPC, Data Matrix, or QR codes. You can use barcodes to quickly search by work request number, equipment ID, or room number.
Start and Stop Work Timer . The App now has a start and stop timer function to accurately record the Time Started, Time Finished, and Actual Hours field values. The craftsperson can also adjust the hours manually as needed.
Assigned Craftspersons . The labor form shows all craftspersons assigned to a work request (although each user can only edit their own time).
Attached Checklists . Supervisors working with the Web Central On Demand Work or Preventive Maintenance application can attach procedures and checklists to work requests in docx, pdf, xlsx, or ppt format. Craftspersons can view any of these document types in the Maintenance App as part of the work request.
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Swipe Navigation . Swiping right to left will advance to the next work request in the queue.
Asset & Equipment Survey App Color-Coded Survey Plans . If the items being surveyed are within rooms, you can use floor plans to navigate to the rooms and the items within them. Selecting a room calls up a list of all items to be assessed. All rooms included in the survey project will be highlighted in yellow so you need not examine rooms that do not contain items to be assessed. The App tracks your progress and displays, in orange shading, rooms you have completed assessing so that you know which areas you have already covered.
Redlining Drawings and Photos . In addition to attaching photos, you can attach a redlined version of the floor plan to show additional information for an assessment. You can annotate locations of assets in a crowded equipment room or mark up a camera photo to highlight damaged portions of an equipment item. The App attaches a bitmap of the redlined plan to the assessment item.
Barcode Scanning . The App can use the mobile device's built-in camera to scan a wide variety of barcode formats, such as UPC, Data Matrix, or QR codes. These can quickly and accurately enter the equipment ID when adding a new asset to the survey.
Swipe Navigation . Swiping right to left will advance to the next item in the survey list.
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Assessment App This App has the same swipe navigation, barcoding, multiple document types, drawing and redlining additions as the Asset & Equipment Survey app.
Questionnaires . The assessment manager can define a questionnaire for each assessment project type to ensure complete and consistent adherence to the assessment guidelines. The mobile app will then display the list of questions with pick lists of answers. The App stores the questionnaire answers with each assessment item.
Help Topic: http://www.archibus.com/ai/abizfiles/v21.3_help/archibus_help/archibus.htm#../Subsystems/webc/Content/ca/fim/questionaire.htm
Assessment Guidelines and Checklists . In Web Central, the assessment manager can attach documents of multiple types -- document, image, spreadsheet, etc. -- to each assessment item. The documents are often assessment guidelines or checklists to use during the assessment.
Color-Coded Assessment Plans . If the items being assessed are rooms or items within rooms, you can use floor plans to navigate to the rooms and the items within them. Selecting a room calls up a list of all items to be assessed. All rooms included in the assessment project will be highlighted in yellow so you need not examine rooms that do not contain items to be assessed. The App tracks your progress and displays in orange rooms you have completed assessing so that you know which areas you have already covered.
Redlining Floor Plans and Photos . As with the Asset & Equipment Survey App, you can redline floor plans and photos. This feature is often useful to outline the extent of damaged areas or pinpoint the location of conditions not in compliance.
Barcode Scanning . The App can use the mobile device's built-in camera to scan a wide variety of barcode formats, such as UPC, Data Matrix, or QR codes. If you need to enter a new equipment item, you can also use the barcode scan rather than manual entry eliminating typos.
Assessment Projects Type . Is now displayed in the list of assessment projects on the App's home screen.
Swipe Navigation . Swiping right to left will advance to the next item in the assessment list.
Space & Occupancy App Employee Data . You can now edit basic employee data including adding a new employee record directly from the App and sync the changes back to the inventory. You can track multiple employees per room and multiple rooms per employee (e.g. lab and office). If employees are already assigned to another space, the App asks if you want to move the employee's primary space or add the new space as a secondary location for that employee.
Redlining . In addition to attaching photos and textual notes in a survey, you can add redlined versions of the floor plan. This feature is useful for illustrating changes to the plan that are not in the as-built drawings -- such as rooms that have been joined or split.
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With or Without Workspace Transactions . You can use the app with or without workspace transactions enabled. If you do not have transactions enabled the app presents simpler forms that do not have the features for splitting department ownership or for splitting categories and types.
Survey Forms . The Survey Room form, the Space Transaction List form, and the Space Transaction edit form have a series of improvements and more intuitive picklists that will speed data entry and reduce errors.
Workspace Transactions . The App provides access to all active transaction changes for a space. You can swipe your way through the transasctions and edit them.
Info Buttons . The info or "i" buttons on the forms call up more detailed information on the space, standard, or person referred to in that workspace transaction.
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Room Use and Capacity Fields . Are now editable.
Space Book App
The improved search, info buttons, and UI features available in the Space & Occupancy mobile app are also available in the Space Book mobile app. Of particular note is the "Search" button in the floor plans, which can jump directly to the entered room.
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Workplace Services Portal App
Hoteling and Reservations, Check-ins . Hotelled and reserved rooms now have a check-in feature that you can deploy to have staff verify that they are actually using the room they reserved. For hotelled rooms, the check-in feature specifies the required check-in time.
Reservations and Hoteling, UI Improvements . Better color-coding for confirmed and cancelled reservations, filters for today/next hour, sort controls, and cleaner "Info" button detail screens are among the UI improvements.
Reservations, Search . You can now filter on room resources (e.g. just rooms with teleconferencing, executive chairs, cold catering available, etc.) as well as filter for rooms suitable for external guests.
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Reservations, Multiple Attendees . You can now invite multiple attendees directly from the mobile app. Invitees can come from either the Employees list or the Contacts list.
Reservations, Info Buttons . Info buttons give more detailed information on rooms and invitees.
Incidents Reporting App
The new UI improvements are available inside the Incidents Reporting app.
Mobile Executive Reporting HTML5 Charts . You can now add views with a wide variety of charts -- pie charts, bar charts, stacked bar charts, column/line charts, etc. -- to reports accessible from the Executive Reporting mobile Navigation Pages.
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ARCHIBUS Geospatial Additions
The geospatial world is evolving quickly, and ARCHIBUS has added a range of features to provide appropriate geospatial functionality for different needs.
Map Views ARCHIBUS continues to support Map Views. These are views that combine GIS content -- such as satellite views, street map views, and demographic maps -- with your portfolio data. A multitude of off- the-shelf ARCHIBUS views use Map Views to visualize property holdings and their value, hazardous material evacuation radius, intensity of energy use, and a wealth of other information
In this release, we have upgraded the Map Views to use a new version of the ARCHIBUS Map control that features enhanced capabilities like thematic color and size marker renderers and proportional marker symbols. We have also replaced Flash-based map functionality throughout the ARCHIBUS applications with more modern, HTML5-based map views.
The Map Views depend on an embedded service from Esri, the ArcGIS Online Map Services. Currently, ARCHIBUS, Inc. arranges for these service feeds, and intends to leave them bundled with Web Central at no extra charge as long as ARCHIBUS, Inc. can continue to arrange the service.
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Enhanced Map Views
In this release, ARCHIBUS has also included an updated version of the ARCHIBUS Geospatial Extensions for Esri. As part of this update, ARCHIBUS has added an Enhanced Map Views feature.
The Enhanced Map Views enable ARCHIBUS customers to visualize their own assets in GIS. Rather than just displaying themed markers and geocoded assets, as the standard Map Views can, the Enhanced Map Views can display parcel, building, suite, room and other boundaries and extents.
Using the Enhanced Map Views, Add-in Managers who have familiarity with GIS and ARCHIBUS configuration can create their own ARCHIBUS Web Central views that include customer-specific GIS data. These views can interact with ARCHIBUS panels and controls and can show increasing levels of detail as you zoom into the map. Whether inside or outside a building--at national, campus, or floor plan scale--ARCHIBUS allows you to have a single, consistent, common operating picture that can move seamlessly between geographic contexts.
To use the Enhanced Map Views, your site must purchase a separate license for the ARCHIBUS Geospatial Extensions for Esri. You must also have your own ArcGIS Online Organizational Subscription or your own copy of ArcGIS for Server to hold your site-specific geospatial data.
Publishing Inside‐building Information to GIS
To provide data to the Enhanced Map Views, the ARCHIBUS Extensions for AutoCAD and Revit contain features for publishing room boundaries, parcel boundaries, equipment locations, network device locations and other ARCHIBUS assets in geospatial format. You provide ARCHIBUS the geographic position of a corner of each building, and ARCHIBUS uses that information to geolocate every asset within the building according to your chosen GIS coordinate system (e.g. Mercator, State Plane, etc.).
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The result is that you can georeference every suite, room, equipment item, jack, or any other asset inside of ARCHIBUS and make it available within your geospatial data. The ARCHIBUS data is available for use within the Enhanced Map Views. The ARCHIBUS data is also available for any other geospatial query or analysis you may wish to do -- you can include ARCHIBUS data when you publish geospatial map views and include them in any Esri geospatial analysis.
To use the GIS publishing features, your site must purchase a separate license for the ARCHIBUS Geospatial Extensions for Esri. You must also have your own ArcGIS Online Organizational Subscription or your own copy of ArcGIS for Server to hold your site-specific geospatial data.
Integration with Google GIS
The ARCHIBUS Extensions for AutoCAD and Revit can also publish direct to KML or KMZ format from the ARCHIBUS Enterprise Graphics Publishing command. You can theme the output by room category or department and group layers by nominal elevation (for space planning studies on campuses) or building (for studies on single buildings or high-rises).
KML and KMZ formats are international standards for geographic annotation and visualization defined by the Open Geospatial Consortium and have many uses; however, one of the most significant is for integrating your ARCHIBUS information with Google GIS products and Web-based services. For instance, you can visualize your ARCHIBUS facilities in 3D within Google Earth.
As another example, you can drag-and-drop the KML format directly into the Google My Maps product.
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From within My Maps, you can share your map in a manner similar to how you share documents in Google Docs, and you can share the link via Google Plus, Facebook, or Twitter.
This feature is added as an unsupported tool, since the KML features will be expanding quickly in upcoming releases of ARCHIBUS, and this feature will change form as it evolves.
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Web Central Applications
Lease Administration Lease Portfolio Console . A simplified console now is your "one-stop shop" for management of your portfolio of leases. Portfolio managers can move directly to leases and options coming due, respond to alerts, look up specific leases instantly, and take action on any lease, option, alert, or amendment.
A quick filter lets you drill directly to the leases and tasks needing immediate attention.
Path: Real Estate Portfolio Management / Lease Administration / Lease Portfolio / Lease Portfolio Console Portfolio Manager Home: Leases / Leases / Lease Portfolio Console
As needed, you can expand the filter to search on advanced criteria for cases in which you need a highly personalized ad hoc report on specialized criteria. This expanded filter gives you direct access to the information you need with the speed required to inform decisions.
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The console presents aspects of your lease -- from options and amendments, to costs, documents, and suites. The console accesses all information entered by all lease administrators over the life of the lease. Exports to Microsoft Word and Excel let you continue to work with the data in any way you wish.
The console’s “Complete” display format offers all lease details in a single tab view.
The console’s Multi-Tab display format offers all lease details in a multiple tabs view.
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Help Topic : http://www.archibus.com/ai/abizfiles/v21.3_help/archibus_help/Subsystems/webc/Content/web_user/lease_admin/lease_port_consol/lease_port_console.htm
Contacts . Such as building supervisors, property managers, etc. can now be assigned to multiple leases. (3043552, 3024371).
Help Topic : http://www.archibus.com/ai/abizfiles/v21.3_help/archibus_help/Subsystems/webc/Content/web_user/port_admin/add_edit/enter_contact_info.htm
Cost Chargeback & Invoicing Invoice Cost Wizard . Now has an auto-assign action that adds “remit to” and “send to” information based off the Lease Contacts recorded for landlords and tenants. The feature works on multiple costs at once to speed invoice processing. The feature also validates and finds any invalid landlord or tenant contact names to reduce errors in invoicing. (3045478)
Path: Real Estate Portfolio Management / Cost Chargeback & Invoicing / Invoice Administrator
CAM Reconciliation Reports . Now include recurring costs in the DOCX and XLSX exports. (3039134)
Lease Invoice Aging Report . Contains a series of UI and usability improvements. (3039155)
Path : Real Estate Portfolio Management / Cost Chargeback & Invoicing / Invoice Administrator
Actual Costs by Department Console . Now shows chargeable area as well as costs. (3027192)
Path : Real Estate Portfolio Management / Cost Chargeback & Invoicing / Chargeback Administrator /
Portfolio Forecasting Portfolio Forecasting Wizard . Has been reworked to make it easier to visualize forecast scenarios of lease expirations and renewals, growth or shrinkage of departments and divisions, and department moves. An events navigator lets you move through time to see the impact of events, such as moves or lease changes, on the stack plan. You can also navigate by building or by organizational unit. An option to create scenarios from existing inventory as of a certain date speeds scenario creation.
The wizard now includes the Space Gap analysis, which visually illustrates surplus or shortfall of space over time and the space planning events that trigger this space glut or space crunch.
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The stack chart still includes drag-and-drop functionality for easy reallocation within scenarios and "what if's". However, in this release it can also display data for multiple buildings and can perform drag-and- drop reallocation between buildings.
The Allocation Events tab now provides alerts on space that is outside the over-allocated and under- allocated threashold. Rentable, usable or manual areas can now come from either the Floors table (to derive them from your space inventory) or from lease Suite areas (to obtain your lease administration information).
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Help Topic : http://www.archibus.com/ai/abizfiles/v21.3_help/archibus_help/Subsystems/webc/Content/web_user/port_forecasting/port_forecast_over.htm
Path: Real Estate Portfolio Management / Portfolio Forecasting / Portfolio Forecasting
Capital Budgeting
Capital Planners can quickly upload capital budgets for past years, and financial year end feeds for budget versus actual spend analysis.
On Ramp for Capital Projects and Invoices . As the Capital Planner, you know exactly what funding has been allocated to which approved capital project each and every fiscal year. For Capital Planners, the missing piece of the puzzle is how much is actually spent over the life of those projects. Getting invoicing paid numbers from your finance system is a real concern, especially in a “timely” manner.
The on ramp provides you with the answers you need. This set of templates and connectors speeds integration of enterprise data, such as invoice data for both past and present projects. The on ramp mproves capital project planning by benchmarking current and future projects against the actual costs. Moreover, the on ramp improves current project oversight by comparing rate of spend to rate of task and workpackage completion. For example, if you import monthly, you can get results like those below. The actual spend per month for this project lags the budgeted spend per month -- objective evidence that the project is behind schedule.
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Help Topic : http://www.archibus.com/ai/abizfiles/v21.3_help/archibus_help/Subsystems/webc/Content/fim/cap_budget/import_legacy_data.htm Path : Capital Project Management / Capital Budgeting / Set Up / Historical Project Analyzer Portfolio Manager Home : Capital Planning / Costs Historical Project Analyzer
Project Management Project Console . Manage your project end-to-end from this unified console. Drill into work packages, actions, alerts, workteams, logs, documents and costs. Approve or reject invoices and change orders and keep costs sync-ed with your finance system account codes.
For more information, see: Path : Capital Project Management / Project Management / Manage / Management Console Portfolio Manager Home : Capital Projects / Project Planning / Console
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The project overview screen gives you both schedule and budget performance-at-a-glance, with outliers, such as projects overbilled, highlighted.
The "stars" on the overview screen focus on just those items needing attention, such as change orders, pending invoices, or actions that are behind schedule.
Compare change orders and invoices against work package contracts and manage your monthly cost commits against project milestones.
What's New for V.21.3, Page 29
Help Topic: See Explore the Management Console: http://www.archibus.com/ai/abizfiles/v21.3_help/archibus_help/Subsystems/webc/Content/web_user/projects/console/console_overview.htm
Building Operations Performance Enhancements. This release includes optimizations that speed the performance of the application with very large amounts of data. In particular, the release optimizes the Preventive Maintenance scheduling and generation as well as speeds the loading of the Building Operations console and the Planning Board. (3043886, 3044089, 3044092)
Path: Building Operations / Preventive Maintenance / Maintenance Manager / Generate PM Work Orders Path: Building Operations / On Demand Work / Supervisor / Building Operations Console Path: Building Operations / On Demand Work / Supervisor / Planning Board
Archiving Helpdesk Step Logs . The application now automatically archives the detailed step log for closed work thus speeding workflow on all active work. (3034237) . NOTE: the application will archive all records in the step log table that belong to closed service requests and work requests whenever an item is closed. After upgrading to 21.3, the first time that this archive occurs may take a long time because of all the records that require archiving.
Work Teams . Craftspersons can now choose to assign work requests to themselves if the work request is dispatched to a work team of which the craftsperson is a member. (3027463)
Path: Building Operations / On Demand Work / Craftsperson / Building Operations Console
Multiple Work Teams . Craftspersons and supervisors can now be assigned to multiple work teams. The Building Operations console will show the craftsperson or supervisor all work associated with all their teams. (3016857, 3044510)
Path: Building Operations / On Demand Work / Supervisor / Building Operations Console
Editing Estimates and Schedules . The application now includes an option to prevent craftspersons and supervisors from editing estimates and schedules after these steps are first complete. (3042843)
What's New for V.21.3, Page 30
Help Topic: See the Restricting Editing for Estimation and Scheduling Steps section of the following topic: http://www.archibus.com/ai/abizfiles/v21.3_help/archibus_help/Subsystems/webc/Content/fim/on_demand/estimation_step.htm Path : Building Operations / On Demand Work / Supervisor / Building Operations Console
Parts In Stock and Not Reserved . During the estimation step, supervisors can can use the new "In Stock, Not Reserved" status to note that sufficient parts are on hand. They can then refine the actual part reservations in a separate “Reserve New Part Inventory” view designed to easily make part estimates. (3042273)
Help Topic: See the Part Status for Work Requests Estimations topic: http://www.archibus.com/ai/abizfiles/v21.3_help/archibus_help/Subsystems/webc/Content/web_user/on_demand/supervisor/parts_status.htm Path : Building Operations / On Demand Work / Supervisor / Building Operations Console Path : Building Operations / On Demand Work / Supervisor / Reserve New Part Inventory
Keep Pending Steps . You no longer need to complete all pending steps to work orders before upgrading to the Building Operations Console. (3043398)
Help topic : http://www.archibus.com/ai/abizfiles/v21.3_help/archibus_help/archibus.htm#../Subsystems/webc/Content/fim/on_demand/console_upgrade.htm
Check for Duplicates. The Report Problem form will check an entered work request for duplicates and allow the end-user to continue or cancel the request. (3044328)
Path: Building Operations / On Demand Work / Client / Report Problem
Auto-Close Completed Requests. The system may be set up to auto-close work requests on a periodic basis, and may close work requests that have been completed after a specified number of days. (3044074)
Bulk Updating Resources. The Building Operations Console allows bulk-updating of resources used on work requests. The bulk-update feature changed to edit existing resource records if they exist, not add new records if they are not needed. (3041457)
Path : Building Operations / On Demand Work / Supervisor / Building Operations Console
Craftspersons View Other Craftsperson Schedules. In the Building Operations Console, craftspersons may view, read-only, the scheduling records of other craftspersons assigned the same work. (3044170)
Path: Building Operations / On Demand Work / Craftsperson / Building Operations Console
Assign Procedures to Multiple Locations. In Preventive Maintenance, maintenance managers may multi-select locations in order to assign them to selected procedures . (3044056)
Path: Building Operations / Preventive Maintenance / Maintenance Manager / Assign Procedures to Equipment or Location
Other Resoures and Other Costs. The Building Operations Console supports adding multiple Other Costs and Other Resources . (3041462, 3042495, 3042802)
Path: Building Operations / On Demand Work / Supervisor / Building Operations Console
What's New for V.21.3, Page 31
Space Planning & Management Virtual Private ARCHIBUS with Space Transactions . You can now use VPA security partitions with the Workspace Transactions feature.
Keep Pending Assignments. The Space Console keeps pending assignments when the user exits the Console and returns later. This is true for all types of assignments: employees, organizations, and room categories. (3042145)
Path: Space Planning & Management / Space Inventory & Performance / Space Manager / Space Console
Performance Enhancements. This release includes optimizations that speed the performance of the Space Console with very large amounts of data, including the ability to define whether or not the Space Console loads data upon opening. (3042493, 3044090)
Path : Space Planning & Management / Space Inventory & Performance / Space Manager / Space Console
Division Managers Release Rooms. Division managers may release rooms that are assigned to any department within the manager’s division. (3044054)
Path : Space Planning & Management / Space Inventory & Performance / Department Manager / Request Department Space (for Workspace Transactions-enabled processes) Path : Space Planning & Management / Space Inventory & Performance / Department Manager / Claim or Release Space for Your Department (for non-Workspace Transactions-enabled processes)
Reservations and Reservations Plugin for Microsoft Outlook Simultaneous Remote Conference Room Reservations. The application now has a wizard to simultaneously book multiple conference room reservations at different sites at the same time. This feature is essential for scheduling Skype, WebEx, and video conferences at multiple sites. The feature takes into account time zone differences and room availability. Dragging the timeline slider adjusts the times for all selected rooms simultaneously. Invitations (for both Exchange and .ics) for all invitees contain the information on all locations included in the conference. (3035858, 3043666)
Help Topic: See the Creating Reservations for Conference Calls topic: http://www.archibus.com/ai/abizfiles/v21.3_help/archibus_help/Subsystems/webc/Content/web_user/res/reserve/conf_calls_create.htm
What's New for V.21.3, Page 32
Multiple Microsoft Exchange Server Support . Large organizations often use more than one Microsoft Exchange server, and often have more than one version (e..g 2007 and 2010) in production. This feature auto-discovers the correct server to use for each user of the Reservations application. As with previous versions, the ARCHIBUS services keep the constant stream of reservations in ARCHIBUS, resources reserved in ARCHIBUS, and invitations synchornized to acceptance, rejection and calendar change actions in Microsoft Outlook, Outlook Web Access, and Office 365. (3044220)
Help Topic: See the Using Exchange Autodiscover to connect to Exchange mailboxes section of the topic: http://www.archibus.com/ai/abizfiles/v21.3_help/system_management_help/Content/outlook_plugin/exchange_integration_config.htm
Searching in the Outlook Plug-In . Now displays the Room Configuration name, allows you to search by available fixed resources and providers for filtering on a room capacity that is different from the current count of invitees. Configuration options let system administrators determine which filter options appear in the Plug In. (3044163, 3043640, 3043641)
Conflicts in Recurring Rooms . Both the Plug-in and the application still warn if a recurring reservation has conflicts in one or more dates; however, the applications allow you to proceed with the overall reservation and then resolve the exceptions separately. (3043581)
Help Topic: See the Working with scheduling conflicts for recurring reservations section of the topic: http://www.archibus.com/ai/abizfiles/v21.3_help/archibus_help/Subsystems/webc/Content/web_user/res/reserve/create_rm_resource_res.htm
Virtual-Private ARCHIBUS (VPA) . The Plug-In and the application now have a configuration option to relax the VPA within the Reservations applications. This option is useful for sites with many users that travel often outside of their geo region (and so cannot work with the single-geo default that their VPA restriction provides). (3043580)
Help Topic: http://www.archibus.com/ai/abizfiles/v21.3_help/archibus_help/Subsystems/webc/Content/fim/res/config_param.htm .
What's New for V.21.3, Page 33
Energy Management Building Automation Systems Foundation . Collect, store, and report on energy consumption data, such as consumption by building, floor, or equipment, in order to spot outliers and trends. The application provides a set of preconfigured analysis report settings and also allows users to set time and location filters and groupings ranging from multiple locations and years down to individual meters at 1 hour intervals.
Help Topic: See Inputting and Processing BAS Data: http://www.archibus.com/ai/abizfiles/v21.3_help/archibus_help/Subsystems/webc/Content/energy/bpo/bas_inputting_data.htm
Help Topic: See Energy Consumption Over Time: http://www.archibus.com/ai/abizfiles/v21.3_help/archibus_help/Subsystems/webc/Content/energy/energy_mgr/energy_consump_over_time.htm
Help Topic: See Energy Consumption by Location: http://www.archibus.com/ai/abizfiles/v21.3_help/archibus_help/Subsystems/webc/Content/energy/energy_mgr/energy_consump_by_location.htm
Path : Environmental & Risk Management / Energy Management / Business Process Owner - Utilities / Process BAS Data
What's New for V.21.3, Page 34
Path: Environmental & Risk Management / Energy Management / Energy Manager / Facilities Director / Energy Consumption Over Time
Path: Environmental & Risk Management / Energy Management / Energy Manager / Facilities Director / Energy Consumption by Location
What's New for V.21.3, Page 35
On Ramp for Energy Management . Preconfigured Connectors and templates speed data loading, such as importing energy bill data in order to track consumption and find billing anomalies. Define and manage multiple associations between Connectors and utility vendors and accounts.
Path : Environmental & Risk Management / Energy Management / Business Process Owner - Utilities / Define Bill Connector Associations
Environmental Health & Safety Cascading Training Schedules . Improved management of training scheduling, particularly re- scheduling existing employee training assignments.
Path: Environmental & Risk Management / EH&S / EH&S - Background Data / Define Training Programs
“ ” Help Topic : See the Reschedule Assignments section of this topic: http://www.archibus.com/ai/abizfiles/v21.3_help/archibus_help/archibus.htm#../Subsystems/webc/Content/ehs/background_data/training_programs.htm
Hoteling Checking in to a booked room . You can now enable a feature that requires employees who book rooms to officially "check in" the day of the booking and confirm that they are using the booked room. If the user does not check in within the specified time frame, the system cancels the booking and releases the room.
Help Topic : http://www.archibus.com/ai/abizfiles/v21.3_help/archibus_help/archibus.htm#../Subsystems/webc/Content/hoteling/web_user/checking_in.htm
What's New for V.21.3, Page 36
Asset Management Equipment Leasing . Enhancements to “View Equipment by Lease” and “View Lease by Lessor” allow you to add, remove, and reassign multiple pieces of equipment at once. (3043753, 3038825)
Path : Asset Management / Asset Portal / Equipment (process) Help Topic : http://www.archibus.com/ai/abizfiles/v21.3_help/archibus_help/archibus.htm#../Subsystems/webc/Content/asset_mngmt/equip/eq_leases.htm
System Administration ARCHIBUS Connectors . Are now part of the standard ARCHIBUS distribution and do not need any separate integration. The off-the-shelf set of connectors now include an XLS connector for utility bill management. (3038875)
Path: System Administration / ARCHIBUS System Administration / System Administrator (process) Help Topic : http://www.archibus.com/ai/abizfiles/v21.3_help/system_management_help/afm-sysman.htm#connectors/overview.htm
Database Update Wizard . Includes a series of enhancements to make the Wizard easier to use and the results easier to apply to production databases. A new series of comparison features let you compare your database schema to the stock databases schema of recent releases in one step. An output to SQL option lets you minimize downtime by providing the exact SQL to apply to production databases.
Assign Processes to Roles . This form now has more convenient means of filtering, sorting, and assigning processes to roles. You can easily assign processes individually or in bulk. (3043568)
What's New for V.21.3, Page 37
Help Topic : http://www.archibus.com/ai/abizfiles/v21.3_help/archibus_help/archibus.htm#../Subsystems/webc/Content/fim/managing_wc/update_user/assign_process_to_users.htm
Smart Client
AutoCAD 2015 Support and Revit 2015 Support . This release adds formal support for these new Autodesk products.
AutoCAD, Enhanced Batch Publishing . For sites with large drawing sets (e.g., 1,000's of drawings), this release adds batch publishing that works around some limitations of AutoCAD memory management.
Help Topic: http://www.archibus.com/ai/abizfiles/v21.3_help/archibus_help/archibus.htm#../Subsystems/smart_client_cad/Content/cad/get_started/afmbatchpublish.htm
Revit, GIS and Mobile Graphics Publishing . You can now publish to GIS and the ARCHIBUS mobile (SVG and Json) formats directly from Revit.
Help Topic : http://www.archibus.com/ai/abizfiles/v21.3_help/archibus_help/archibus.htm#../Subsystems/smart_client_cad/Content/cad/get_started/publish_ent_graphics_options.htm
Revit, Faces Support . The Publish Enterprise Graphics command now publishes face-based Revit families.
Personalization Features
Mobile Personalization
Add-in Managers extending the ARCHIBUS mobile apps or creating their own mobile apps will appreciate these advances.
Upgrading Personalized Mobile Apps . If you have personalized your mobile apps, follow the procedures outlined in this topic to make sure your personalization match with the right version of the mobile client and Web Central.
Help Topic : http://www.archibus.com/ai/abizfiles/v21.3_help/system_management_help/afm-sysman.htm#mobile_install/upgrade.htm
What's New for V.21.3, Page 38
Simplified .Css Theming . UI themes leverage the underlying libraries which now let themes be easily applied to different devices. The result is that that you can style applications to have the look and feel of each different device or change button and control sizes between smartphone and tablet form-factor devices. The ARCHIBUS Mobile Framework exposes select CSS personalizations, such as adding custom color schemes. (3040028)
Help Topic : http://www.archibus.com/ai/abizfiles/v21.3_help/system_management_help/afm-sysman.htm#mobile/css/css_for_mobile.htm
Synchronization Action . The Sync action is now asynchronous to permit large and long (> 10 second) data synch actions.
HTML5 Drawing and Redlining Control . The Framework has a new HTML5 drawing control, which means you can embed drawing viewing, editing, and redlining features inside your apps. The Framework shares the drawing control with Web Central, meaning that you can also use and extend the drawing features within Web Central forms. The drawing control has support for hardware-accelerated pinch and zoom, highlighting multiple assets, and turning on and off drawing layers.
Help Topic : http://www.archibus.com/ai/abizfiles/v21.3_help/system_management_help/afm-sysman.htm#wc_views/Adv_Views_Techniques/drawing_html5/overview.htm
Document Viewing Control . In addition to the existing feature for displaying bitmap images, the Framework has a new feature for displaying pdf, docx, xlsx, and pptx files within mobile apps. On iOS the feature uses the iOS browser; on Android the feature loads the file from the file system.
What's New for V.21.3, Page 39
Web Page Viewer Control . The Framework now provides a feature (InAppBrowser) for displaying external Web pages inside of ARCHIBUS apps.
Barcoding Support . The Framework provides support for scanning a wide variety of barcode formats using the built-in camera for each mobile device. Add-In Managers can use this functionality as well as the other Cordova hardware plugin functionality already provided in the Framework for Battery Status, Camera, Contacts, Device Motion (Accelerometer), Device Orientation (Compass), Dialogs, File Transfer, Geolocation, Media recording and playback, Media Capture, Network Information, and Vibration.
Help Topic : http://www.archibus.com/ai/abizfiles/v21.3_help/system_management_help/afm-sysman.htm#mobile/bar_code.htm
Simplified Camera Support. A new class (Common.control.Camera) simplifies the task of adding a camera control to a form to take, attach, and display photos. (3040503)
Badge Text . New functions (get/setBadgeText) simplify the task of adding badge text to buttons. (3040505)
Solution Templates . The Framework contains a solution templates app which has simplified, cookbook- style examples for using each of the major features of the Framework in your own apps. For instance, there are examples for using the barcode reader, prompts for nested hierarchical values (e.g. Buildings, Floors, and Rooms), the device camera, document fields, drawings and sync actions. A "Show Source Code" feature makes the script for each feature easily accessible.
Help Topic : http://www.archibus.com/ai/abizfiles/v21.3_help/system_management_help/afm-sysman.htm#mobile/sol_template/template_details.htm
New Libraries . The Mobile Framework now includes updated libraries for Sencha Touch (2.3.1) and Phonegap (3.5.0). To create your apps, you will need to obtain a new version of Sencha Touch (2.3.1) and Sencha CMD (4.0.2.67). There are several other changes to the Add-In Management environment,
What's New for V.21.3, Page 40
such as version numbers and font-based icon changes, that are covered in the System Management help topic on the development environment. Please see the above section on Mobile Personalization for details.
Localizations . The Framework adds features for properly displaying budget currencies and area units. (3041040)
Mobile API Documentation . This version contains JS-Duck documentation on the mobile app code. Please see the following topic in System Management help, which has links to the API.
Help Topic : http://www.archibus.com/ai/abizfiles/v21.3_help/system_management_help/afm-sysman.htm#mobile/mobile_api_link.htm
Web Central Personalization HTML5 Charting . You can use HTML5 charts in Web Central views and in views designed for the mobile Management Report app. The charting feature leverages the existing ARCHIBUS chart tags and supports a wide range of options -- including drill-down to detail, zoom in on a section of the chart, unit and currency conversion, and label value formatting.
Path : Technologies / User Interface Add-Ins / HTML5 Chart Views Path: Technologies / User Interface Add-Ins / HTML5 Chart Views in 3D Help Topic : http://www.archibus.com/ai/abizfiles/v21.3_help/system_management_help/afm-sysman.htm#wc_views/Adv_Views_Techniques/html5_chart/overview.htm
What's New for V.21.3, Page 41
HTML5 Drawing and Redlining . This release contains an HTML5 drawing and redlining control. The drawing control includes zoom and pan, asset search, multiple asset selection, thematic highlighting, and the ability to turn on and off layers of the drawing. The drawing control allows placement, location editing, and rotation editing of SVG symbols. The redlining control allows for clouds, lines, and text redlining using the drawing features.
Path: Technologies / User Interface Add-Ins / HTML5 Drawing Views Help Topic : http://www.archibus.com/ai/abizfiles/v21.3_help/system_management_help/afm-sysman.htm#wc_views/Adv_Views_Techniques/drawing_html5/overview.htm
Multiple Asset Highlighting. The Flash-based drawing control and the server-side Pdf drawing reporting feature now can highlight multiple asset types simultaneously. For instance, you can display and highlight equipment, jacks, and rooms simultaneously. You can highlight room fills and borders simultaneously and generate legend panels for each type of asset.
Path : Technologies / User Interface Add-Ins / Flash Drawing Views / Display Multiple Asset Types Help Topic : http://www.archibus.com/ai/abizfiles/v21.3_help/system_management_help/afm- sysman.htm#wc_views/Adv_Views_Techniques/drawing_views_flash/multiple_assets_highlighting_labeling.htm
Crystal Reports Integration . If you have a copy of Crystal Reports you can integrate your Crystal Reports with Web Central. You can place new reports right on the Process Navigator or Home Pages just by adding an entry to the Tasks table from the online form. Web Central can apply the Virtual Private ARCHIBUS restriction and generate Pdf reports from your Crystal .rpt files.
What's New for V.21.3, Page 42
To do so, you install the Crystal Reports Java runtime component and follow the steps in the ARCHIBUS documentation to add that component to Web Central. NB: If you have a copy of Crystal Reports, SAP's licensing permits you to use the Java runtime component on a Web Central server for your own organization, but you cannot use it in a multi-tenant SaaS configuration for another organization. Contact your ARCHIBUS Business Partner or ARCHIBUS Professional Services if you wish to integrate Crystal Reports with the Crystal Enterprise Server.
Help Topic : http://www.archibus.com/ai/abizfiles/v21.3_help/system_management_help/afm-sysman.htm#crystal_reports/using.htm Path: System Administration / ARCHIBUS System Administration / Add-In Manager / View Tasks by Process and Application
API Enhancements . This release adds a number of API enhancements, such as easier descriptions of scheduled rules and more binding expressions for times and dates. Please see the Revision History for more details. (3038003, 3042357, 3037540, 3039890)
What's New for V.21.3, Page 43