Trix Organizer Introductory Presentation

Introduction to Trix Organizer™ Engineering Document Management Software

Trix Systems, Inc. Sweden +46 (010) 451 0501 UK + 44 (020) 7193 7445 USA +1 1 (978) 256 4445

Trix Organizer provides: • Secure storage of files in a single database • Control over who sees what what, who can do what • Enforced procedures and logging for editing, check-out, h k and d distribution d b • Customized configuration g

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One secure, centralized, database Trix Organizer g

Other Systems y

Metadata and files stored securely in one single, secure MS SQL Server database.

Only metadata and paths stored in database. Files are left exposed on susceptible file systems.

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Choice of client interfaces View/markup

Full editing

Web client (IE Browser)

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Multiple viewing tools

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Metadata (tags) for every document • Customized tags • Searchable

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Document functions (permission based) • Create, duplicate or delete document • Change version • View • Add or edit file • Rasterize/make PDFs • Check in/Check out • Document Structure/Relationships • Distribution • Process (Workflow) status • Logs • Move to historic archive • Add to selection lists http://www.trixsystems.com

One document, multiple files A single document can store multiple files. Trix Organizer documents store files for: • Viewing – the file that is current for release • Editing – the file used for editing a new version gp previous versions • Restoring

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Control edits and enforce record-keeping 1) Check h k out files f l for f editing d

3) Check edited files back in

2) Edit outside of Trix Organizer

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Track versions

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Record and track changes

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Informative cues and tips

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User-configurable Organizer Object Tree • Master structure and/or user created structures best suit the way your business works • Administrator can set access rights for folder visibility • Searchable by folder name and metadata

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Distribute files by email or disk

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Use your existing file templates

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Synchronize data with DWG attributes

Push metadata to, pull metadata from from, DWGs (or combination of both)

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Set access rights based on workflow status

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Convert CAD files to PDF/rasters CAD file stored in Trix O C Organizer g Rasterized image for distribution and release Protects your intellectual release. property.

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Reports

Customized to your needs

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Control who can see or do what

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Examples of Add-on Modules • Advanced Project Management – Manage Projects in separate structures

• Workflow and Task Management – Control access based on workflow status

• Notification – Subscribe to email notifications of changes

• Document Structure – Build ‘binders’ of inter-related documents http://www.trixsystems.com

Implementation Process 1) 2) 3) 4) 5)) 6) 7)

Pre-Study P S d Consultation C l i and d System S D Design i Pilot Installation Customer sign sign-off off on final specification Configuration Installation – on-site Training – on-site Support - by phone/email and remote log-in Trix Systems, Inc. Sweden +46 (010) 451 0501 UK + 44 (020) 7193 7445 USA +1 (978) 256 4445 http://www.trixsystems.com

Ref: TF1163