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FLUID PRODUCT SHEET LOW LEVEL FEATURE SET FOR FLUID - BUSINESS MANAGEMENT SYSTEM KOEKIEBOX (PTY) LTD MAY 10, 2017

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Page 1: Fluid Product Sheet V4 - · PDF file · 2017-05-20FLUID PRODUCT SHEET ... with the Fluid engine via the Fluid ... applicaWon/vnd.openxmlformats-officedocument.wordprocessingml.document

FLUIDPRODUCTSHEETLOWLEVELFEATURESETFORFLUID-BUSINESSMANAGEMENTSYSTEM

KOEKIEBOX(PTY)LTD

MAY10,2017

Page 2: Fluid Product Sheet V4 - · PDF file · 2017-05-20FLUID PRODUCT SHEET ... with the Fluid engine via the Fluid ... applicaWon/vnd.openxmlformats-officedocument.wordprocessingml.document

1|P a g e Copyright©2014byKoekiebox(Pty)Ltd.NopartofthispublicaWonmaybereproduced,storedinaretrievalsystem,ortransmi[edinanyformorbyanymeans—electronic,mechanical,photocopying,recording,orotherwise—withoutthepermissionofKoekiebox(Pty)Ltd.

CONTENTSAboutFluid........................................................................................................................................3IntroducWon.......................................................................................................................................3

ContentManagementCapabiliWes....................................................................................................5

Database........................................................................................................................................6

FilesystemStorage.........................................................................................................................6

AmazonS3.....................................................................................................................................6

SupportedFileTypes.....................................................................................................................6

ContentStorage/A[achmentVersioning.....................................................................................7

ElectronicformcapabiliWes...............................................................................................................7

UserDashboardScreenshot..........................................................................................................8

ElectronicFormScreenshot...........................................................................................................8InternaWonalizaWon/i18n.............................................................................................................9

CustomizedUserQueries..............................................................................................................9

SupportedFieldandDataTypes..................................................................................................11

ElectronicFormAncestorandDescendantCapabiliWes..............................................................14

FieldScopes.................................................................................................................................14

ElectronicformRetrievalElectronicFormLookup......................................................................15

ElectronicFormFieldVersioning.................................................................................................16

Users&Roles(AccessControlLists)................................................................................................16

Roles............................................................................................................................................16

ElectronicFormAcWons...............................................................................................................16

UserQueries................................................................................................................................16

WorkflowCapabiliWes.....................................................................................................................16

RuleEngine..................................................................................................................................16

RuleTraceability..........................................................................................................................17

RuleStepTypes...........................................................................................................................17

SupportedRuleEngineFuncWons...............................................................................................18

WorkDistribuWon........................................................................................................................18

FluidTemplateExport/Import...................................................................................................19

IntegraWonCapabiliWes...................................................................................................................22

CustomPrograminterfaceforFlowSteps...................................................................................22CustomPrograminterfaceforElectronicForms.........................................................................22

ApplicaWonProgrammingInterface(API)....................................................................................22

Page 3: Fluid Product Sheet V4 - · PDF file · 2017-05-20FLUID PRODUCT SHEET ... with the Fluid engine via the Fluid ... applicaWon/vnd.openxmlformats-officedocument.wordprocessingml.document

2|P a g e Copyright©2014byKoekiebox(Pty)Ltd.NopartofthispublicaWonmaybereproduced,storedinaretrievalsystem,ortransmi[edinanyformorbyanymeans—electronic,mechanical,photocopying,recording,orotherwise—withoutthepermissionofKoekiebox(Pty)Ltd.

ScheduledEvents.........................................................................................................................22

ReporWngCapabiliWes.....................................................................................................................22

UserPunchcard...........................................................................................................................22

StaffandSystemoverallperformance.........................................................................................22

DepartmentalPerformance.........................................................................................................23

ContentStorageUWlizaWon.........................................................................................................23

BusinessIntelligence.......................................................................................................................23ApacheLucenethroughElasWcsearch.........................................................................................23

Kibana..........................................................................................................................................23

Security............................................................................................................................................23

ContentSecurity..........................................................................................................................23

ElectronicFormFieldSecurity.....................................................................................................24

ApplicaWon/WebSecurity..........................................................................................................24

API(ApplicaWonProgrammingInterface)Security......................................................................24

AuthenWcaWonandAuthorizaWon...............................................................................................24

AuditabilityandTraceability............................................................................................................24

ContentAuditability....................................................................................................................24

ElectronicFormAuditability........................................................................................................24

WorkflowRoute...........................................................................................................................25

AdministraWveAuditability..........................................................................................................25

UserPunchcard...........................................................................................................................25

FluidMessenger..............................................................................................................................25

SupportedOperaWngSystems(ServerSide)....................................................................................25

SupportedBrowsers........................................................................................................................25

MobileBrowserSupport.............................................................................................................26

SupportedDatabaseEngines...........................................................................................................26

SupportedApplicaWonServers........................................................................................................26DockerCerWfied...........................................................................................................................27

ProductRoadmap............................................................................................................................27

OfficePlugins...............................................................................................................................28

MicrosokPowerBI......................................................................................................................28

RetroofexisWngfeaturesandrequestsfromcustomers.............................................................28

Page 4: Fluid Product Sheet V4 - · PDF file · 2017-05-20FLUID PRODUCT SHEET ... with the Fluid engine via the Fluid ... applicaWon/vnd.openxmlformats-officedocument.wordprocessingml.document

3|P a g e Copyright©2014byKoekiebox(Pty)Ltd.NopartofthispublicaWonmaybereproduced,storedinaretrievalsystem,ortransmi[edinanyformorbyanymeans—electronic,mechanical,photocopying,recording,orotherwise—withoutthepermissionofKoekiebox(Pty)Ltd.

ABOUTFLUIDFluidwasbornoutofadeepunderstandingoftheneedsofmodernbusiness.

ThemanagementofanyprincipalbusinessisdrivenbytherequisitesforcosteffecWveandefficientmanagement,whilstdeliveringtocustomers.CentraltomanagementisinformaWon.InformaWonisPOWERandtheabilitytoaccessthisinformaWoniskey,asaresuccessfultoolsrequiredtodeliverthismanagementcapability.

InaddiWon,businessesneedtobeagileandadaptabletorespondtoeverchangingmarketdemands.EvensmallbusinessesnowrequireenterprisesoluWonsthatcanbeimplementedandchangedatspeed.

ItisarealitythatbytheWmetradiWonalsystemsareimplemented,theyareclunky,constrainedi.e.legacysystemsbeforetheycanbearfruit.

TheAPPrevoluWonhasforcedthefocusonINSTANTIMPROVEDprocessingandINSTANTIMPROVEDcommunicaWonwithcustomers;andtradiWonalsystemsfailtodothisinacost-effecWveway.

Furthermore,thereisanappreciaWonthatabusinesscannotsimplyeliminatewhatisinplaceandreplaceitwithtotallynewenvironment.ThepracWcalpreferenceshouldberathertoadaptandusewhatisalreadyinplaceandtoenhanceit.

Moreover,Governancedemandsonbusinessesaddanotheronerouslayerofdeliveryandnecessityforagility.

FluidisanEnterpriseJavaapplicaWonthatbringsthisALLtogether….processmanagement;documentorobjectmanagement;anddatamanagement….inoneelegant,agileandintegratedsoluWonthatisenWrelyauditableandsecure.

INTRODUCTIONThefollowinggoalswereregardedhighduringthearchitectureanddesignofthesystem;

ü Simplicity

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4|P a g e Copyright©2014byKoekiebox(Pty)Ltd.NopartofthispublicaWonmaybereproduced,storedinaretrievalsystem,ortransmi[edinanyformorbyanymeans—electronic,mechanical,photocopying,recording,orotherwise—withoutthepermissionofKoekiebox(Pty)Ltd.

Ø ConfiguraWonandusageofthesystemhavebeendesignedinawaytomakeitsimpletoinstall,configureanduWlizethesystem.

ü FlexibilityandextensibilityØ FlexibilityandextensibilityformsthecorepartofFluid’sprinciplesandvision.Ø Greatthoughandarchitecturaldesignhavebeenincorporatedtoensureanybusiness

requirementcanbemet.ü Adaptability

Ø FluidwasdesignedtoratheradaptintoanexisWngornewenvironmentwiththesystemenhancing,ratherthanreplacingexisWngprocessesorsystems.ThisisduetotheuniqueapproachtakenforcustomintegraWons.

ü SecurityØ SecurityhasbeentakenintoconsideraWonforallaspectsincludingContentSecurity,

ApplicaWon/WebSecurity,API(ApplicaWonProgrammingInterface)Security,Accessibility

ü MaintenanceandDownEmeØ Li[leornodownWmeduringsystemmaintenanceormodificaWons.

ü UserInterfaceØ TheFluiduserinterfaceiscompletelyWebBased.Ø Onehastheabilitytodevelopacustomfront-endorapplicaWonthatcaninteract

withtheFluidengineviatheFluid(API)ApplicaWonProgrammingInterface.ü BusinessProcessManagement

Ø TheVisualDesigntoolsareWebBased,ensuringsinglepointofentryrulechangesandcollaboraWon.

ü IntegraEonØ IntegraWontoandfromFluidismadesimpleandpossibleviaFluidCustomProgram,

APIandScheduledtasksü ReporEng

Ø UserPunchCardReports.IncludesaccuratedataonhowlonguserswereloggedinandperformingworkfuncWons.

Ø StaffandSystemoverallperformance.Ø ContentStorageUWlizaWon

ü AdministraEonØ Easilyadministerworkmanagementandre-assignmentfromanadministraWve

perspecWve.ü ConfiguraEon

Ø SinglepointofentryforallconfiguraWonsTheaimforFluidistoexcelineachoftheForresteriden4fiedBusinessProcessLandscapes;

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5|P a g e Copyright©2014byKoekiebox(Pty)Ltd.NopartofthispublicaWonmaybereproduced,storedinaretrievalsystem,ortransmi[edinanyformorbyanymeans—electronic,mechanical,photocopying,recording,orotherwise—withoutthepermissionofKoekiebox(Pty)Ltd.

CONTENTMANAGEMENTCAPABILITIESFluidhasavarietyofdifferentcontentstorageabiliWesdependingonthedeploymentenvironment.

FormoreinformaWononContentStorageSecurity,seeContentSecurity.

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6|P a g e Copyright©2014byKoekiebox(Pty)Ltd.NopartofthispublicaWonmaybereproduced,storedinaretrievalsystem,ortransmi[edinanyformorbyanymeans—electronic,mechanical,photocopying,recording,orotherwise—withoutthepermissionofKoekiebox(Pty)Ltd.

DATABASE

Storethefilecontentdirectlyinthedatabase.

FILESYSTEMSTORAGE

Storethefilecontentonanetworkdriveorlocalfileserver.

Thisisbestsuitedwhenyoudon’twanttostorecontentoffsite.

AMAZONS3

StorethefilecontentonAmazon’sSimpleStorageService,seeh[p://aws.amazon.com/s3/.ThisisidealforwhenonewantstorunFluidinthecloud.

SUPPORTEDFILETYPES

Belowisalistofsupporteda[achmenttypesandtheirextensions.

Mimetype FileExtension

image/png png

image/jpeg jpe,jpeg,jpg

image/Wff Wff,Wf

image/gif gif

text/plain txt

text/xml xml

text/html shtml,html,htm

applicaWon/json json

applicaWon/mp4 mp4

applicaWon/pdf pdf

applicaWon/zip zip

applicaWon/rs rs

applicaWon/msword doc,dot

applicaWon/vnd.openxmlformats-officedocument.wordprocessingml.document docx

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7|P a g e Copyright©2014byKoekiebox(Pty)Ltd.NopartofthispublicaWonmaybereproduced,storedinaretrievalsystem,ortransmi[edinanyformorbyanymeans—electronic,mechanical,photocopying,recording,orotherwise—withoutthepermissionofKoekiebox(Pty)Ltd.

applicaWon/vnd.openxmlformats-officedocument.wordprocessingml.template dotx

applicaWon/vnd.ms-excel xls

applicaWon/vnd.openxmlformats-officedocument.spreadsheetml.sheet xlsx

applicaWon/vnd.openxmlformats-officedocument.spreadsheetml.template xltx

applicaWon/vnd.ms-powerpoint ppt,pps,ppa,pot

applicaWon/vnd.openxmlformats-officedocument.presentaWonml.presentaWon pptx

applicaWon/vnd.openxmlformats-officedocument.presentaWonml.template potx

applicaWon/vnd.openxmlformats-officedocument.presentaWonml.slideshow ppsx

audio/mpeg3 mp3

applicaWon/java-archive jar

applicaWon/x-java-class class

applicaWon/vnd.ms-outlook msg

applicaWon/x-tar tar,tar.gz

text/csv csv

CONTENTSTORAGE/ATTACHMENTVERSIONING

Fluidmanagesfileversioninginternally.

EveryWmeanupdatedversionofafileiscreatedagainstanelectronicform,thepreviousversionispreservedandthenewlyupdatedversionbecomestheprimary,sWllmakingiteasytoaccessolderfileversions.

ELECTRONICFORMCAPABILITIESElectronicformsareusedtocoupleFileContent,HistoricDataandFields.

TheElectronicFormisthemainelementexposedtotheFluiduserinaddiWontotheUserDashboard.

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8|P a g e Copyright©2014byKoekiebox(Pty)Ltd.NopartofthispublicaWonmaybereproduced,storedinaretrievalsystem,ortransmi[edinanyformorbyanymeans—electronic,mechanical,photocopying,recording,orotherwise—withoutthepermissionofKoekiebox(Pty)Ltd.

USERDASHBOARDSCREENSHOT

Themainuserview.Followssimilarviewtothatofanemailinboxtomaketheuserfamiliarwithanenvironmentthatfeelsclosetohome.

ELECTRONICFORMSCREENSHOT

ElectronicformthatcombinesfieldstocreateElectronicFormorDocumentTypes.

Page 10: Fluid Product Sheet V4 - · PDF file · 2017-05-20FLUID PRODUCT SHEET ... with the Fluid engine via the Fluid ... applicaWon/vnd.openxmlformats-officedocument.wordprocessingml.document

9|P a g e Copyright©2014byKoekiebox(Pty)Ltd.NopartofthispublicaWonmaybereproduced,storedinaretrievalsystem,ortransmi[edinanyformorbyanymeans—electronic,mechanical,photocopying,recording,orotherwise—withoutthepermissionofKoekiebox(Pty)Ltd.

Theelectronicformswilllikelyformpartofaworkflow.

INTERNATIONALIZATION/I18N

TheFluidUserDashboardsupportsthefollowinglanguages;

• English• Afrikaans• Arabic• Italian• Hindi

CUSTOMIZEDUSERQUERIES

CreateCustomUserQueriesthatallowsausertorunquickreportorquerytoaccessinformaWon.

Page 11: Fluid Product Sheet V4 - · PDF file · 2017-05-20FLUID PRODUCT SHEET ... with the Fluid engine via the Fluid ... applicaWon/vnd.openxmlformats-officedocument.wordprocessingml.document

10|P a g e Copyright©2014byKoekiebox(Pty)Ltd.NopartofthispublicaWonmaybereproduced,storedinaretrievalsystem,ortransmi[edinanyformorbyanymeans—electronic,mechanical,photocopying,recording,orotherwise—withoutthepermissionofKoekiebox(Pty)Ltd.

Page 12: Fluid Product Sheet V4 - · PDF file · 2017-05-20FLUID PRODUCT SHEET ... with the Fluid engine via the Fluid ... applicaWon/vnd.openxmlformats-officedocument.wordprocessingml.document

11|P a g e Copyright©2014byKoekiebox(Pty)Ltd.NopartofthispublicaWonmaybereproduced,storedinaretrievalsystem,ortransmi[edinanyformorbyanymeans—electronic,mechanical,photocopying,recording,orotherwise—withoutthepermissionofKoekiebox(Pty)Ltd.

SUPPORTEDFIELDANDDATATYPES

Fluidsupportsanoverwhelming19datatypestoensureanybusinessneedfromaformcapturingbasisismetandtranscended.

BelowisalistofsupportedelectronicfielddatatypesandabriefdescripWonofeach;

FieldType SubType DescripEon

Text Plain Alphanumericdataupto255characters.

Text Masked Alphanumericdataupto255characterswithmaskingability.Thisensuresthatspecificformatsarefollowedwhencapturingdata,forexample;aphonenumberoremailaddress.

Text Barcode Alphanumericdataupto255characterswithabarcodeasanoutput.

Text LocaWon AbilitytostoreLongitudeandLaWtudelocaWonsforuseinGoogleMaps.

True/False True/False Usefulwhenonlyasimpleyesornovalueisexpected.

ParagraphText Plain Usedtostoredatathatusuallycontainmorethan255characters.

Page 13: Fluid Product Sheet V4 - · PDF file · 2017-05-20FLUID PRODUCT SHEET ... with the Fluid engine via the Fluid ... applicaWon/vnd.openxmlformats-officedocument.wordprocessingml.document

12|P a g e Copyright©2014byKoekiebox(Pty)Ltd.NopartofthispublicaWonmaybereproduced,storedinaretrievalsystem,ortransmi[edinanyformorbyanymeans—electronic,mechanical,photocopying,recording,orotherwise—withoutthepermissionofKoekiebox(Pty)Ltd.

ParagraphText HTML HyperTextTransferProtocoldatausuallyusedtostorerichtext.

ParagraphText Signature

MulWpleChoice PlainorSearchable

Limitcertainfielddatabyallowingfordatatobeselectedfromacombo-box.

or

MulWpleChoice SelectmanywithSearchopWonsupported

LimitcertainfielddatabyallowingfordatatobeselectedfromaselecWonofchoices.

Usefulwhenrequiringoneormorevaluestobeselected.

or

Page 14: Fluid Product Sheet V4 - · PDF file · 2017-05-20FLUID PRODUCT SHEET ... with the Fluid engine via the Fluid ... applicaWon/vnd.openxmlformats-officedocument.wordprocessingml.document

13|P a g e Copyright©2014byKoekiebox(Pty)Ltd.NopartofthispublicaWonmaybereproduced,storedinaretrievalsystem,ortransmi[edinanyformorbyanymeans—electronic,mechanical,photocopying,recording,orotherwise—withoutthepermissionofKoekiebox(Pty)Ltd.

DateTime Date DatefieldusedtostoredatespecificinformaWon.

DateTime DateandTime Datefieldusedtostoredate-and-WmespecificinformaWon.

Decimal Plain Numericdata.

Decimal Spinner Numericdataintheformofaspinnerwithaforcedminimumandmaximumrangevalue.

Page 15: Fluid Product Sheet V4 - · PDF file · 2017-05-20FLUID PRODUCT SHEET ... with the Fluid engine via the Fluid ... applicaWon/vnd.openxmlformats-officedocument.wordprocessingml.document

14|P a g e Copyright©2014byKoekiebox(Pty)Ltd.NopartofthispublicaWonmaybereproduced,storedinaretrievalsystem,ortransmi[edinanyformorbyanymeans—electronic,mechanical,photocopying,recording,orotherwise—withoutthepermissionofKoekiebox(Pty)Ltd.

*Datamanuallyenteredusually.

Decimal Slider Numericdataintheformofasliderwithaforcedminimumandmaximumrangevalue.

Decimal RaWng NumericdataintheformofaraWngvisualinterface.

TableField PredefinedFormDefiniWon

AbilitytostoreFieldDatainatabularformatbasedonapreconfiguredFormDefiniWon.

*Idealfor;

● Accoun4ng● Stocktaking● Timesheets

TextEncrypted Plain Afieldthatwillalwaysbestoredasaencryptedvalue,butviewedintheclear.

TextEncrypted Masked Afieldthatwillalwaysbestoredasanencryptedvalueandwhendisplayed,onlyparWallyrevealed

(wherepermissionsappropriate).

ELECTRONICFORMANCESTORANDDESCENDANTCAPABILITIES

EachElectronicforminFluidcouldevolveintoamorecomplexElectronicformasthebusinessprocessorflowprogresses.

ThisisachievedbyeachelectronicformhavingasingleAncestor/ParentbutmulWpleDescendants/Childrenhierarchy.

Eachofthechildrenorparentmaybeinvolvedinaseparatebusinessprocess.

FIELDSCOPES

FieldScopesallowsonetodefinewhereafieldbelongsandwhatroleeachfieldplays,belowisalistofFieldsandthepurposetheyserveinFluid;

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15|P a g e Copyright©2014byKoekiebox(Pty)Ltd.NopartofthispublicaWonmaybereproduced,storedinaretrievalsystem,ortransmi[edinanyformorbyanymeans—electronic,mechanical,photocopying,recording,orotherwise—withoutthepermissionofKoekiebox(Pty)Ltd.

Scope DescripEon

User Storeafieldagainstauserinthesystem.

Examplesinclude;

Salary, Income, Available leave days etc.

Form StoreafieldagainstaForminthesystemthatwilllaterformpartofaFormDefiniWon.

Examplesinclude;

Identity Number for an Identity Document,

Number of Leave Days requested for a Leave Form.

Route StoreafieldinthesystemthatwillonlyliveforaslongasaparWcularformisinabusinessprocess.Thiswilltypicallybeafieldthatisnotpresenttotheusersofthesystem.

Examplesinclude;

How long an Electronic Form has been in a particular department.

Global StoreafieldinthesystemthatwillbeaccessiblefromanywhereintheFluidsystem.

Thiswilltypicallybeafieldthatisnotpresenttotheusersofthesystem,butonlytoadministrators.

Examplesinclude;

The number of leave days accumulated per annum.

The date and time format for a region.

ELECTRONICFORMRETRIEVALELECTRONICFORMLOOKUP

ToaccessstoredElectronicFormsandcontentfromFluid,onecanmakeuseofpreconfiguredSearchcapabiliWesorspotlight.

SpotlightSearch

PerformaquicksearchbasedonkeyindexesoftheElectronicFormsstoredinFluid.

PreconfiguredUserQuerySearch

FluidsupportsafeaturewherebysearchescanbecompletelycustomizedbasedonElectronicFieldandFormDefiniWons.

Eachofthecustomizedsearchedcanbeassociatedwithaspecificrole,thuslimiWngtheavailablesearchestoonlywhatthatroleisallowed.

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16|P a g e Copyright©2014byKoekiebox(Pty)Ltd.NopartofthispublicaWonmaybereproduced,storedinaretrievalsystem,ortransmi[edinanyformorbyanymeans—electronic,mechanical,photocopying,recording,orotherwise—withoutthepermissionofKoekiebox(Pty)Ltd.

ELECTRONICFORMFIELDVERSIONING

FluidautomaWcallytrackchangesmadetoeachoftheElectronicFormFields.

ThisensuresthatallrequirementsaremetfromaauditabilityperspecWve

USERS&ROLES(ACCESSCONTROLLISTS)

VisibilityandaccesstoViews,ElectronicFormsandFields,PreconfiguredSearches,AdministraWveFuncWons,ApplicaWonProgrammingInterface(API)areallcontrolledviaRoles,theserolesarethenassignedtotheusers.Oneusercanhaveaccesstomorethanonerole.

Moreindepthdetailsbelow;

ROLES

FluidsupportsanadvancedACLfuncWonthatcangrantordenyvisibilityandaccessibilityonalllevels.

Thefollowinga[ributesmaybeassociatedwitharole.

AdministraEveFuncEons

LimitaccesstoadministraWvefuncWonsinthesystemlikemodifyingFlows,ElectronicFormDefiniWons,Fields,User’s,WorkflowmonitoringandsystemConfiguraWon.

Views

View’senableuserstoviewtheir“Work-In-Progress”fromtheUserDashboardinterface.

TheviewsarecreatedandrefinedviatheAssignmentFlowStep.

ELECTRONICFORMACTIONS

AccessforaspecificrolecanbechangedtoFieldlevel.

Changestotherolecanbemadetorestrictcertaindocumentaccesscompletely,oronlycertainfields.

ThisisveryusefulwhensendingElectronicformswithinone'sorganizaWonandconcealingsensiWvedata.

USERQUERIES

CustomizedsearchesassociatedwithaRoletoeasilyaccessexisWngA[achmentandElectronicFormdata.

WORKFLOWCAPABILITIES

BelowisalistoffeaturessupportedbytheworkflowandbusinessprocessengineofFluid.

RULEENGINE

TheruleengineisresponsibleforcarryingoutnumerousoperaWons.TheruleengineallowsforrulesoftypeWorkflowEntry,Exit,ViewandUserQuery.

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17|P a g e Copyright©2014byKoekiebox(Pty)Ltd.NopartofthispublicaWonmaybereproduced,storedinaretrievalsystem,ortransmi[edinanyformorbyanymeans—electronic,mechanical,photocopying,recording,orotherwise—withoutthepermissionofKoekiebox(Pty)Ltd.

RULETRACEABILITY

EachacWoncarriedoutintherouteislogged,aswiththerestofFluid.

Whenchangesaremadetothebusinessprocess,therulesexecutedatanearlierWmewon’tbeaffected.

RULESTEPTYPES

ThefollowingStepTypesorareasofoperaWonaresupported;

StepType DescripEon

IntroducWon Entrypointforbusinessprocesses.

IniWatesthebusinessprocessandassociatedrules.

ReRoute Removeanitemfromonebusinessprocess(Flow)andsendittoanother.

Exit End-pointforabusinessprocess.

Terminatesthebusinessprocessandassociatedrules.

Assignment StepinthebusinessprocesswherehumaninteracWonisnecessaryforthebusinessprocesstoconWnue.

ThisstepisexposedtotheusersviaaRole.

DatabaseCapture ImportdatafromanexternalDatabaseManagementSystem-intoFluidbyusingapreconfiguredDataSource.

MailCapture ImportmailfromanInternetMessageAccessProtocol(IMAP)orPostOfficeProtocol(POP)mailbox.

SendMail SendmailfromthebusinessprocessviaSimpleMailTransferProtocol(SMTP).

Tweet Sendatweetmessageatacertainpointinthebusinessprocess.

JavaProgram ExecuteaCustomJavaProgramthatenablesonetotakefulladvantageoftheJavaprogramminglanguage.

OnlyJavaStandardEdiWonexperienceisnecessary.

CloneItem MakeacopyofanexisWngitemintoanother,inordertosupportbusinessprocesseswithaddiWonalcomplexiWes.

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18|P a g e Copyright©2014byKoekiebox(Pty)Ltd.NopartofthispublicaWonmaybereproduced,storedinaretrievalsystem,ortransmi[edinanyformorbyanymeans—electronic,mechanical,photocopying,recording,orotherwise—withoutthepermissionofKoekiebox(Pty)Ltd.

SUPPORTEDRULEENGINEFUNCTIONS

BelowisalistoffuncWonssupportedbytheruleengine.

CondiEonalFuncEons

FuncEon DescripEon

EQUAL CheckwhethertwofieldsareequalinacondiWonstatement.

IS_EMPTY Checkwhetherthevalueofafieldisempty.

AND CompareonecondiWonalvalueorstatementagainstanother.

IfbothvaluesequatetoTrue,theresultwillbeTrue.

OR CompareonecondiWonalvalueorstatementagainstanother.

IfoneofthevaluesequatetoTrue,theresultwillbeTrue.

NOT_EQUAL CheckwhethertwofieldsarenotequalinacondiWonstatement.

Ifthevaluesarenotequal,theresultofthecondiWonwouldbeTrue.

LESS_THAN EquatestoTrueifthevalueonthelekoftwofieldsislessthanthevalueontheright.OtherwisethefuncWonequatestoFalse.

GREATHER_THAN EquatestoTrueifthevalueonthelekoftwofieldsisgreaterthanthevalueontheright.OtherwisethefuncWonequatestoFalse.

WORKDISTRIBUTION

FluidallowsonetostepoutofthenormalbusinessflowtocaterforscenarioswherebyexternalinputisrequiredtoconWnuethebusinessprocess.

ThefuncWonsbelowallowforthenormalbusinessflowtobeinterruptedtoconWnuethebusinessprocess.

SendtoColleague

SendanElectronicFormtoacolleagueforrevieworchangesbeforeadvancingtothenextstepsinthebusinessprocess.

Case-FlowAllocaEon

IftheconfiguredFlowrulesarefollowed,ElectronicFormsthatrequirea[enWonwillbeaccessedviatheViews,whichisconfiguredviatheFlow.

BusinessProcessFlowManagementScreenshot

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19|P a g e Copyright©2014byKoekiebox(Pty)Ltd.NopartofthispublicaWonmaybereproduced,storedinaretrievalsystem,ortransmi[edinanyformorbyanymeans—electronic,mechanical,photocopying,recording,orotherwise—withoutthepermissionofKoekiebox(Pty)Ltd.

FLUIDTEMPLATEEXPORT/IMPORT

EasilyExportandImportacompleteFluidconfiguraWon.TheconfiguraWonsareencryptedandpasswordprotected.

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ExampleofExport

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ExampleofImport

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INTEGRATIONCAPABILITIES

IntegraWondownstreamandupstreamhavebeenmadeassimpleaspossible.

DeploymentofcustomcomponentsaredoneeasilyandreflectinstantlywithoutsystemdownWme.

TheFluid-APIisapubliclyavailableframeworkandmaybefoundat;

h[ps://github.com/Koekiebox-PTY-LTD/Fluid

CUSTOMPROGRAMINTERFACEFORFLOWSTEPS

FluidallowsforcustomJavaProgramexecuWonatJavaProgramsteps.

Thisisdoneasfollows;1. ReferencetheFluidCustomProgramlibraryduringdevelopment.2. IncludethecompletesetofJavaClassesinasingleJavaArchive(JAR).3. UploadthecustomdevelopedcomponentintoFluidviatheWebinterface.

CUSTOMPROGRAMINTERFACEFORELECTRONICFORMS

FluidallowsforcustomJavaProgramexecuWonatwhenperformingacWonsonElectronicForms.

Thisisdoneasfollows;1. ReferencetheFluidCustomProgramlibraryduringdevelopment.2. IncludethecompletesetofJavaClassesinasingleJavaArchive(JAR).3. UploadthecustomdevelopedcomponentintoFluidviatheWebinterface.

APPLICATIONPROGRAMMINGINTERFACE(API)

AccesstotheinnerworkingsandstoredcontentinFluid,canbeaccessedviatheRessulJavaScriptObjectNotaWon(JSON)WebService.TheAPIisfeaturerich,buthighlysecuredthroughasymmetricandsymmetriccryptography.

SCHEDULEDEVENTS

Abilitytoexecuteacustomprogramonadaily,weekly,monthlyorannualbasis.

REPORTINGCAPABILITIES

TofollowarethereportsprovidedbytheFluidBPMsystem.

USERPUNCHCARD

AccuratereportsonhowacWveusersareonthesystemandwhenthesystemwasuWlized.

STAFFANDSYSTEMOVERALLPERFORMANCE

ExposepotenWalbo[lenecksintheProcessFloworsystemintegraWons.

Easilymeasureexpectedvsactualworkload(Keyindicators).

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DEPARTMENTALPERFORMANCE

Measurethevolume,performanceandeffecWvenessofanareaofthebusiness.

CONTENTSTORAGEUTILIZATION

MonitortheCurrentStorageandElectronicFormstaWsWcs.

BUSINESSINTELLIGENCE

TofollowarethebusinessintelligenceprovidedbyFluidBPMsystem.

APACHELUCENETHROUGHELASTICSEARCH

ElasWcsearchisasearchenginebasedonLucene(Ahigh-performance,full-featuredtextsearchenginelibrarywriGenen4relyinJava.Itisatechnologysuitablefornearlyanyapplica4onthatrequiresfull-textsearch,especiallycross-plaLorm).Itprovidesadistributed,mulWtenant-capablefull-textsearchenginewithanHTTPwebinterfaceandschema-freeJSONdocuments.ElasWcsearchisalsofast“really,reallyfast”.

FluidfullysupportsElasWcsearchintegraWon.FluidwillautomaWcallyconfigurethedatamappingsbetweenFluidandElasWcsearchdatatypes.

FluidUserQueriesareautomaWcallyconvertedtoElasWcsearchequivalentqueries.NopreviousElasWcsearchexperiencerequired.

Findoutmoreath[ps://www.elasWc.co/products/elasWcsearch.

KIBANA

KibanaisapluginforElasWcsearch.ItprovidesvisualizaWoncapabiliWesontopofthecontentindexedonanElasWcsearchcluster.Userscancreatebar,lineandsca[erplots,orpiechartsandmapsontopoflargevolumesofdatainhighspeed.

Findoutmoreath[ps://www.elasWc.co/products/kibana.

SECURITY

SecurityofthesystemiscompletelyuptotheimplementaWonofthesystem.

TheimplementaWoncanbedonefrommakinguseofli[leornosecurity,tohighsecurityrangingfromthetopicsbelow;

CONTENTSECURITY

EachimplementaWonhasthechoiceofstoringthea[achmentorfilecontentatthedesireddesWnaWonusingsymmetricencrypWon.The256-bitsymmetrickeywillbegeneratedandstoredintheFluiddatabase,althoughaderivedorpoisonedvariantofthekeywillbeusedduringencrypWonanddecrypWon.

Thefollowinga[ributesformpartofthesecurity;● 256-BitKeysize● Cipher-blockChaining(CBC)● IniWalizaWonVector● Keypoisoning

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● SecureRandom● PKCS5Padding

ELECTRONICFORMFIELDSECURITY

FluidfeaturesaFieldtypecalled“TextEncrypted”.TheTextEncryptedfieldallowsforencryptedstoredtextbasedfielddata.InaddiWontoencryptedstoredvalues,thecleartextvaluemayalsobeconcealed(Masked)andonlyrevealedtouserswiththerelevantaccess.

Thefollowinga[ributesformpartofthesecurity;● 256-BitKeysize● ElectronicCodebook(ECB)● KeyporWonseparaWonforenhancedsecurity.● HMAC(Keyed-hashMessageAuthen4ca4onCode)forlookups.

APPLICATION/WEBSECURITY

FullysupportedAsymmetricencrypWonfromthechosenJavaEEserver;● SSL1.0,SSL2.0andSSL3.0(SecureSocketsLayer)● TLS1.1,TLS1.2(TransportLayerSecurity).

API(APPLICATIONPROGRAMMINGINTERFACE)SECURITY

FullysupportedAsymmetricencrypWonfromthechosenJ2EEserver;● SSL1.0,SSL2.0andSSL3.0(SecureSocketsLayer)

● AlthoughSSLissupported,itisnotrecommended.● TLS1.1,TLS1.2(TransportLayerSecurity).

● PreferredandrecommendedprotocolisTLS1.2.

TheauthenWcaWonfortheAPIisdoneviaKerberossecuritymodel.

TheauthorizaWonisconfiguredaspartoftheFluidACLframework/configuraWon.

AUTHENTICATIONANDAUTHORIZATION

TheAccessControlList(ACL)modelusedinFluidmakesitpossibleforusersofthesystemtosendelectronicformstotheircolleagueswithoutexposingsensiWvecontenttotherecipient.

AUDITABILITYANDTRACEABILITY

AllacWonsinFluidaretrackedforauditability,securityandtraceability.

BelowisalistofeventandhistoricdatakeptinFluid;

CONTENTAUDITABILITY

TheA[achmentVersioningensuresthatexisWngFileTypes/A[achmentcanbeeasilyupdated,yetmaintainingahistoryofolderversionsofa[achments.

ELECTRONICFORMAUDITABILITY

EachoftheFieldsfromwithinaFormisAudited,alongwiththeBusinessProcesstheElectronicDocumentfollows.

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WORKFLOWROUTE

AllchangesmadetotheRouteistracked.

ElectronicFormBusinessProcesshistoricaldatadoesnotgetalteredwhentheFlowischanged.ThisensurestheElectronicFormkeepstrackofwhat

ADMINISTRATIVEAUDITABILITY

AlladministraWveandconfiguraWontasksperformed

USERPUNCHCARD

AllUseraccessandacWonsareaudited,andmaybereportedonusingtheFluidReports.

FLUIDMESSENGER

Fluidhostsaninstantmessengerthatmaybeusedtocommunicatewithcolleaguesinternallyandsecurely.

ThisisidealforwhenonedoesnotwantorganizaWonalinstantmessagestobebroadcastedoutsideone'sinternalnetwork.

SUPPORTEDOPERATINGSYSTEMS(SERVERSIDE)

TheFluidserversideissupportedbywhicheverApplicaWonServerisused.MostoftheapplicaWonserverssupportsthefollowingoperaWngsystems;

● Linux○ Fedora○ RedHat○ CentOS○ Ubuntu○ Suse

● Windows○ DesktopandServerRange

● MacOSX○ SnowLeopardandabove

● Docker○ FluidfullysupportsDockerforeasyandstreamlineddeployments○ AlthoughDockerisnotanoperaWngsystem.Therecommendedtriedandtested

deploymentforFluidisDocker,underextension;jboss/wildfly:10.0.1.Final.

SUPPORTEDBROWSERS

ThelistedbrowsershavebeentestedandarefullysupportedbyFluid(corecomponents);

Browser DevelopedBy Version ReleaseDate

Chrome Google 23andabove November2012

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InternetExplorer Microsok 9andabove March2011

Firefox MozillaFoundaWon 4andabove March2011

Safari Apple 6andabove July2012

Opera OperaSokware 12andabove June212

MOBILEBROWSERSUPPORT

TheFluidModernThemesupportmakesuseofthelatestframeworksandstandardstorenderanidealoutlookformobiledevicessuchastabletsandsmartphones.

SUPPORTEDDATABASEENGINES

FluidsupportstheDatabaseengineslistedbelow.

AlthoughrequeststosupportaddiWonaldatabaseenginescanbemadeandaddedwithinweeks.

Belowisalistofcurrentsupporteddatabaseenginesandtheirversions;

DatabaseEngine Versions

MySQL(InnoDB) ● Community - 5.5.0 ≥ 5.6.20● Standard-5.6● Enterprise5.6

MSSQL(MicrosokSQLServer) ● 2003R2● 2008● 2008R2● 2012● 2012R2● 2016

SUPPORTEDAPPLICATIONSERVERS

PleasenotethatFluidsupportsandrecommendsusingDockercontainers.FluidisavailablefromtheDockerstore(DockerStore).

ThisgreatlyspeedsuptheiniWalsetupandconfiguraWonofFluid.

PleasenotethatFluidisfullyJavaEnterpriseEdiWon7compliant(Applica4onServersbelowaresupported);

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ApplicaEonServer Vendor Version

WildFly(Recommended) RedHat 10.0.1.Final

JBoss(EAP)EnterpriseApplicaWonPlasorm(Recommended)

RedHat 6.3.0

WebLogicApplicaWonServer OracleCorporaWon 12.1.3

WebsphereApplicaWonServer IBM 8.5.5.3

GlassFish GlassfishCommunity 4.1

DOCKERCERTIFIED

FluidisDockercerWfied(CompleteinQ1of2017).FindFluidontheDockerStoreath[ps://store.docker.com/images/fluid-bpm

Seemorebelow;

Overallbenefit

• Contentisreviewed,trustedandreal• EaseofcommercialdistribuWon(Easytofind,purchaseandupdateCer4fiedcontainersonStore)• CerWficaWonsignalsWghtcooperaWonbetweenDockerandPartner• CerWficaWongivescustomerconfidenceinconsumingcontent

Customerbenefit

• Consumecontainerswithconfidence.• DockerandpartnerstandbehindcontainerwithcooperaWvesupport• Knowncontainerprovenance• ContainerqualityandbestpracWcestesWng

Partnerbenefit

• WillproacWvelyinformpartnerofvulnerabiliWesandotherissues• TSAnetusedforcomplexissues

PRODUCTROADMAP

TheproductroadmapforQ3andQ4for2017willincludethefeaturesetbelow;

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OFFICEPLUGINS

TofurthereasetheFluidintegraWonintoothersystemsaWordandOutlookplugindevelopmentisunderway.

MICROSOFTPOWERBI

MicrosokPowerBIiscurrentlybeingstudiedtobesupportedaspartofFluid’sBIoffering.Thiswouldallowthe“NonElasWcsearch”customerswithaBusinessintelligencesoluWon.

RETROOFEXISTINGFEATURESANDREQUESTSFROMCUSTOMERS

AlotofcustomeranduserexperiencesuggesWonshavebeentakenintoconsideraWon,andwillbeincludedaspartofthev1.1releaseofFluidCore.