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CONNECTION

Quarterly

CONTENTS

THE PUBLISHERS CORNER


Here it is our inaugural FirstDoc newsletter. It took over 10 years in the making and 50+ of the worlds leading pharmaceutical organizations as customers to generate this newsletter what took us so long? Well, better late than never! I am genuinely pleased to introduce what we believe will be a very informative, interesting, and fun source of information. The purpose of the FirstDoc Connection Quarterly is quite simply to keep our customers better informed through a useful communication channel. I encourage you to write me with your opinions about whether or not were hitting the mark. I look forward to filling up the Letter from the Publishers Corner section with insightful statements concerning the market and industry trends that affect your business and about ways you help shape our FirstDoc product strategy. In this initial edition, I feel it is most appropriate to thank you our FirstDoc customers. It has been my privilege to get to know many of you over the years an incredibly diverse and talented set of individuals working for innovative and worldclass organizations around the world. The Life Sciences content management industry is a critical business and technology area in which we focus much of our time and energy. If youve been in the industry for a few years, youll likely agree that though content management is a small and highly niche area, time has shown it certainly has a significant enterprise level impact. A special thanks to you, our customers and friends in the industry who are making it happen each and every day. I hope you find this a useful source of information and that you will pass it on to your colleagues. Best Regards,

2 Get Xperienced
SPX has arrived: FirstDoc with a SharePoint User Xperience! Partner News Thomson Reuters/Liquent

3 Sneak Preview
See whats coming in December 2008

4 Top 10 List
A humorous look at why you should upgrade your current FirstDoc implementation

5 Product News
FirstDoc 5.0, 6.0 and more Tech Corner The FirstDoctor Is In: Jon Ominsky Hot Tech Topics User Tech Tips

6 Feature
User Groups Meet in San Antonio, Texas and Rome, Italy Announcements Weve Updated the FirstDoc Online Community From Geek to Chic Upcoming Events

Jeff Klein Head Global Product Marketing, Sales, and Development, CSC Life Sciences

EDITORIAL STAFF
Jeff Klein Jon Ominsky William Meier Jennifer Wemstrom Lynn Berkowitz Jonathan Burd Stacey Levas
2008 Computer Sciences Corporation.

Answer Our Online Survey Question by clicking here.


Look for the results on the FirstDoc Online Community Portal and well also post the results in the next newsletter. This issues question is: Are you using SharePoint to access controlled documents?

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Get Xperienced

FIRSTDOC IS NOW AVAILABLE USING SHAREPOINT


Are you longing for a SharePoint user interface but not quite ready to move off your Documentum system? Do you have a need to serve up personalized content to internal and external users in a way that WebTop simply cant do? Then FirstDoc SPX (SharePoint Xperience) is what youve been looking for. Checkout/CheckIn, and Initiate/Finish Workflow are all available within the Web. Users will require little to no training, because all functions are available through a right click context sensitive menu. ture for that study, but not see any other studies in your docbase. Lastly, each SPX Web Part can be configured to point to more than one docbase. This is extremely helpful for users who need to access files in multiple repositories. For example, their Inbox can contain all of their tasks from all of their docbases, and save them the trouble of having to go to each separate Inbox. And searching is a plus too, if a user has permissions in more than one docbase, they can run cross docbases searches from within the search Web part.

Easier Control over Content Increases Productivity


Perhaps the most compelling feature of SPX is the ability to personalize, or filter the content that is made available within the Web part. Content can be filtered by queries, starting folders, or even a specific document. With these filters on, users will only be able to see and interact with the files that are presented to them in a particular Web part. For instance, have you ever had the need to give someone access to a folder structure, but prohibit their ability to navigate folders above it in the hierarchy? Now you can, because SPX can confine access to a particular folder structure without allowing users to navigate above their starting point. This is especially beneficial when working with external partners on Clinical Studies. You may want your partners to see the TMF folder struc-

What is SPX?
Simply put, FirstDoc SPX provides the ability to view, edit, and manage content stored in FirstDoc through a SharePoint user interface. Using individual Web Parts which are the building blocks of a SharePoint page, FirstDoc features and functions can be embedded in a SharePoint portal for a more flexible deployment. SPX is based on Wingspans DocWay Web Parts, which provide the basic Documentum to SharePoint connection. We chose DocWay because it is the most flexible product on the market and enables SharePoint to deliver the FirstDoc business rules our users have come to know and expect. Functions such as Create/Import,

Not just for FirstDoc Only


Employing standard DocWay functionality, SPX will also work with your non FirstDoc Documentum docbases. This can be a great strategy to bridging the gap between your disparate repositories and providing a true enterprise content management experience for all of your end users.

Contact us for an SPX demo today!


lifesciencesinfo@csc.com

PARTNER NEWS

better enables consistent drug information while helping our clients remain compliant with multiple and global regulatory agency standards. The InSight-FirstDoc DMS Connector leverages existing FirstDoc product information which enables users to: Create Liquent InSight application information through FirstDoc Place and categorize published output simultaneous publish workflow and archival information

The FirstDoc Regulatory Product Dictionary manages relationships with a number of categories including: Market Application Type Regulatory Authority Application Number

Our partners are a vital means to our ability to fulfill the changing needs of our customers. FirstDoc partners are market-leading services, technology, and solution providers.

FirstDoc Contact Info


FirstDoc Information Request firstdoc@csc.com Product Support US FirstDocSupportUS@csc.com Product Support EU FirstDocSupportEU@csc.com Sales Support lifesciencesinfo@csc.com

Newly established functionality helps reduce common errors during the submission process.
Through the integration of Liquents regulatory submission solution, Liquent InSight Publisher, with FirstDoc, organizations are able to better manage the lifecycle of individual eCTD documents within the overall eCTD application lifecycle. Our joint strategy was to design a solution that

Simple and powerful integration


Integration of the platforms allows companies to utilize Liquent InSights Create Submission Wizard to retrieve Product Dictionary Information from FirstDoc. The wizard provides the functionality to create new product families in Liquent InSight using CSC FirstDoc information.

FIRSTDOC CONNECTION QUARTERLY

Sneak Preview

COMING IN DECEMBER 2008 THE PERFECT HOLIDAY GIFTS: FIRSTDOC 6.0 AND MORE!
Big News on the Collaboration Front
Ever since we started working with users on document management systems one area more than all the others has generated discussion during workshops what tools are available for collaborative authoring and review? As you know, the most widely deployed solution is the use of PDF based annotation tools. Many of our users find these difficult to manage and work with, particularly when many comments are attached or coauthoring is required. Give us track changes they proclaim well in 5.0 we went some of the way with the Track Changes Edit workflow, but of course, that needed people to work on the document one after another, not true collaborative working. Well now we are excited to announce that with FirstDoc 6.0 the capability for concurrent track change-based authoring will be available. The Collaborative Review Xperience or CRX add-on will allow multiple authors to make tracked changes to a document and share these changes using a SharePoint collaboration workspace. This functionality, originally deployed in FirstPoint, will be integrated into the Documentum Workflow enabling the automated setup of the workspace and notification of members and the management

of concurrent changes to the document. Upon completion the updated document will be brought back into the Docbase when the workflow task is concluded. See the diagram below for details of the process flow. This major development is a massive step forward for the authoring community. Suddenly collaborative authoring in a controlled environment becomes a reality. Users will be able to work on their documents without having to take them out of the system and into the uncontrolled world of the file-share and email. Your users will love it, the compliance and risk managers will love it. And for users of SPX the experience will be a seamless extension. Contact us on how you can bring authoring into the 21st century.

About FirstDoc 6.0


Based on your feedback for functional enhancements, we have a great opportunity to introduce new and exciting features in FirstDoc 6.0. CSCs developers have been busy on the release that will continue to expand upon SPX,

bringing more functionality directly to SharePoint. FirstDoc 6.0 will introduce the ability to personalize SPX Web parts making them more relevant to your individual business needs and improving the user experience. Read on to learn about a selection of whats coming.

Virtual Document Management (VDM) We heard you!


FirstDoc 6.0 includes many significant enhancements to the VDM capabilities in FirstDoc closing the gap on the standard Documentum VDM process-

FIRSTDOC CONNECTION QUARTERLY

ing. Your feedback from the VDM Focus Group helped us define priorities for functionality that will create real business value. The team is implementing 21 functional enhancements in adding and replacing child documents, VDM clipboard processing, implicit processing of child documents, VDM editing and the user interface.

More out of your SharePoint Xperience in 6.0


FirstDoc 6.0 will offer new and exciting SPX features that will enhance your usability and deployment options such as: Quick Links Provides the ability to create configurable links to common functions which can be located anywhere in your SharePoint portal. For example, links can be established to import a specific document eliminating the need to select document type/subtype/unit. Personalization Parameter values about the current user or source of a transaction can be passed to the Query and Inbox Web parts providing the ability to

return only documents and tasks associated with the parameter. As an example, display all my Inbox tasks for the product associated with a clinical portal. Configurable Menus Menus are configurable to provide users only the menu options relevant to their role for the selected document. Reporting and Views Audit trails and relationships can be viewed in a report format from SharePoint.

FirstDoc Marketing & Sales (FDMS) Back by popular demand!


FDMS is being updated and released on the FirstDoc 6.0 platform. FDMS is a pre-packaged and easily configurable content management solution for managing the creation, review, approval and dissemination of all promotional and sales training materials. It provides industry-proven document types, best practices configurations and business rules to automate the entire life cycle of promotional materials and ensure that collateral is managed in accordance with regulatory guidelines. Important things to note: FDMS is for the entire marketing and sales organization designed to improve internal efficiencies, reduce time to market and facilitate better customer relationship management (CRM). FDMS manages the creation, review and approval of content and facilitates subsequent dissemination through any distribution channel, including the Web. Key Areas and Features of FDMS Promotional or Collateral Material Management: For management of documents like advertisements, brochures, promotional items, contracts, rates, policies and competitive information. Corporate and Product Web Site Content Management: For management of content presented on corporate or product-specific Web sites. Campaign Management: For use by product managers to manage campaigns from beginning to end, including budgets, resources, timelines and collaboration of the creation, review and approval of the content

Relationship Enhancements
FirstDoc 6.0 will contain multiple enhancements that improve and expand relationship functionality. The full relationship toolset will dramatically improve your ability to manage Change Requests in FDQM.

Top 10 Reasons to Upgrade Your Current FirstDoc Implementation


10. Two Words: Documentum 6! 9. 8. Lose the network latency with Branch Office Caching. Press 1 for customer service now theres local time zone support. CRX erases years of stress lines with simultaneous workflow reviews in Word. Did someone say Virtual Document enhancements? User Group Lists that can scale, scale, scale! Dude, Wheres my Source Doc? PDF is now a source document. Three words: Liquent Publishing Connector. FREE gas for life! Only kidding

7.

6. 5. 4. 3. 2.

AND the Number 1 reason to upgrade your current FirstDoc implementation: Skyrocket your approval rating with SPX FirstDoc with a SharePoint User Xperience. Need more reasons? Call us today to schedule a demo!

FIRSTDOC CONNECTION QUARTERLY

TECH CORNER
The FirstDoctor Is In: Jon Ominsky
Many of you have contacted me over the last several months with various technical questions. And be sure, your feedback makes FirstDoc a better product. Id like to take the opportunity to discuss the dominant issue in my first contribution to the Tech Corner. As of FirstDoc 4.3, field level validation for property screens is configurable and can be accomplished via the Property Validation Configuration objects. These can support validations such as enforcing a pattern for text entry, e.g., a social security number ###-##-####. They also support enforcing the dates fall before, after or between specified dates. In addition, as of FirstDoc 4.3, you can automatically assign a propertys value based on other property values. For example, you can automatically set the name and title of CRF Pages to the CRF Page ID and the CRF Page Name. This is useful when scanning in case report forms. Be sure to keep in touch with us so we can address these and any other tech issues that are on your mind in upcoming FirstDoc Connection Quarterly editions.

Batch Creation Assign common property values to all documents in a batch Index Assign property values to individual documents from within InputAccel Derived Properties Automatically assign property values (such as object name or title) based on literal data and other properties Post Import Processing Automatically launch a workflow with a configurable set of selected users, initiate a status change and/or send a notification to users informing them the new document was imported With this tool set, a user can assign common properties for a batch of similar documents and have the system automatically assign unique properties and send the documents on review/approval workflows without ever logging into Webtop!

Notifications may include links to the associated documents. When you click the link, the PDF rendition opens, if available. If there is no PDF rendition, the document opens in its native format. Using Restricted Edit on dictionarybased properties. Restricted Edit can be particularly useful as a means for responding to real-world changes that affect values in the standard and product-related dictionaries. However, a number of the dictionaries are cached by the system and may not show newer values immediately. To solve this problem in the long term, caching can be disabled using the Document Definition SDLs. On an operational level, an administrator can use Tools->Flush Cache to force the system to revisit the dictionary.

PRODUCT NEWS
May 5th, 2008 marked the release of FirstDoc 5.0. This major release demonstrates our commitment to provide a solution suite with critical functional enhancements meeting your evolving business needs and staying current with integrated software products. Along with a multitude of practical enhancements, our new major features include: SharePoint User Xperience (SPX) Feature Expansion Branch Office Caching Support Time Zone Support PDF Authoring Virtual Document Improvements Publishing Connector Toolkit Services Documentum 6 SP1 platform

User Tech Tips


Did you know you can use subscriptions to have quick access to a cabinet, folder, or file? Instead of navigating through the repository to find the item, you can access it quickly through Subscriptions. You can also have FirstDoc send a notification to your Inbox whenever a subscribed item is checked in. You can turn notifications on and off on an item by item basis. And FirstDoc enables you to register interest on a particular document at different points in its lifecycle. As the document enters a registered status, you will receive an e-mail notification. To register interest in a document, you must have at least Browse permission on that document. Notifications are delivered using the language of the recipient if the system is configured to use multiple locales with different languages.

Hot Tech Topics


FirstDoc Scanning Integration Did you know?
FirstDoc has a fully integrated scanning solution employing the power InputAccel to rapidly import paper content into a FirstDoc repository. This multi-tiered solution provides tools that streamline the process of assigning metadata, reviewing content and automatically launching post processing activities achieving tremendous operational efficiencies over manual methods. Following are the major components of the scanning integration suite:

FIRSTDOC CONNECTION QUARTERLY

Announcements

WEVE UPDATED THE FIRSTDOC ONLINE COMMUNITY FROM GEEK TO CHIC


We're in the process of asking our user community to help us update the portal content. The initial result is a cleaner and easier to navigate portal with up to the minute info on FirstDoc. Our goal is to provide a great way to communicate with your peers and share best practices. For more about the online community email wmeier@csc.com.

Feature Article

UPCOMING EVENTS
Mid Atlantic EMC Content Management & Archiving Users Group (EMC CMA) Sep. 29, 2008 Philadelphia Marriott West Conshohocken, PA www.fcg.com/emccma FirstDoc Virtual User Group Meeting Oct. 28, 2008, 10:00 a.m. EST Registration info coming soon. Momentum Prague Nov. 10 13, 2008 Prague Congress Centre, Booth 25 Presentation: Meeting the challenge of streamlining the collaborative review process / Jonathan Burd, CSC Life Sciences SharePoint TRENDS in Life Sciences Nov. 10, 2008 The Westin Princeton at Forrestal Village 201 Village Boulevard Princeton, NJ www.csc.com/trends2008

USER GROUPS MEET IN SAN ANTONIO, TEXAS AND ROME, ITALY


FirstDoc Users Group meetings are enjoyable and rewarding for FirstDoc users at all levels and from all functional areas. As always, this years program consisted of user presentations as well as product strategy and release updates from CSC only we held the meetings in festive San Antonio, Texas and beautiful Rome, Italy. The user groups included the results of the ever-popular Focus Group sessions in which users have an opportunity to share their comments and suggestions directly with the development group from CSC. Over 70 attendees from more than 30 companies attended the two user group meetings. Customer presentations are always a highlight as our customers share their strategies, successes, and challenges with each other and broaden their view of what other companies are doing in the industry to solve similar business challenges. This year was no exception. Hot topics included SharePoint, migrations, Best Practices, performance, and Documentum 6 as well as FirstDoc functionality. In the US, there was demand to move to a broader, longer, and more rich user group with Business and Technology break outs. We will be introducing this new an improved user group style in 2009. See the Events section at right for 2009 User Group dates and locations. And be sure to check the FirstDoc online community for updates.

SAVE THE DATES!


2009 US User Group Meeting Mar. 31 Apr. 1, New Orleans, LA

TELL US WHATS ON YOUR MIND


We value your feedback! Its why FirstDoc is the industry leading ECM Solution on the Documentum platform. Email us at firstdoc@csc.com and let us know whats on your mind from product features to what youd like to see in the next issue of FirstDoc Connection.

2009 EU User Group Meeting Apr. 28 29, Athens, Greece For more information about upcoming events please contact Toni Alderfer at +1. 610.989.7273 or aalderfer@csc.com

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