SCHEMA CDS: The Targeted Distribution of Information

The SCHEMA Content Delivery Suite makes documents and content available to all users at any time, wherever they are. Together with the SCHEMA ST4 DocuManager editing system, a complete chain is formed, ranging from the creation of structured content through modular and media-neutral management to the targeted distribution of information to all users.

By creating and managing content with the SCHEMA ST4 editing system, you can compile target-group and product-specific documents. To ensure these documents appeal to the target group, an intelligent platform is needed to distribute the information: The SCHEMA Content Delivery Suite makes documents and content available both online and offline. Users can search for documents and content and save filters. For security purposes and for targeted distribution, you can set restrictions for the documents and content displayed in what are known as subscriptions, or restrict access based on time, location, or access rights. The different applications in the SCHEMA Content Delivery Suite enable you to access the SCHEMA Content Delivery Server from a wide variety of devices; using a web browser from any computer or mobile device, online and offline access is possible via SCHEMA Reader and the SCHEMA Reader App from a PC, laptop, tablet, smartphone or any other device with an Android, Windows Mobile or Apple iOS operating system. Using the ReST Web Service interface, it is possible to integrate the SCHEMA Content Delivery Server into other applications.

Documents and Content at Any Time, Anywhere

Your users want to access documents and content from anywhere in the world and in any situation. This includes commissioning engineers or installers, service engineers, sales representatives, and also users or operators, customers, dealers and partners. The SCHEMA Content Delivery Suite makes documents and content available for online access or offline download, meaning that information is available at any time, anywhere. Documents that have been downloaded offline are automatically synchronized and updated the next time online access is established. Documents and content can be saved and displayed on the SCHEMA Content Delivery Server in every format. All documents can be transferred directly from the SCHEMA ST4 DocuManager editing system or uploaded from file storage or a third-party system (ERP, CRM, PLM, PIM, etc.) – including indexing and classification of these documents in the CDS taxonomy – using a connector. This enables content that has been created externally, such as PDFs or any other documents imaginable, to be distributed, filtered, and searched. Content from online help systems in HTML5 format with a responsive design is shown directly in the portal. A dialog is born from the “one-way street” of information transfer: Users can leave feedback, comments, or notes on the documents and content. This feedback is forwarded to whoever created the information and the updated version is available to all users immediately after it is changed; a cycle that continuously improves the information quality.

Searching and Filtering for the Information You Need

The search function is supported by selection trees (taxonomies) and full text searches. The selection trees can be taken from SCHEMA ST4 DocuManager, as documents are assigned criteria before being transferred to SCHEMA ST4. Using these criteria, properties can be selected and combined with other search criteria or text input, allowing you to quickly find the part of the document or content you are searching for. Each user can save their search settings and launch these filters again when needed. This creates individual compilations of documents and content for each user, the latest version of which can be called up at any time. The advanced search enables the user to find saved synonyms or search terms that contain errors or are imprecise (fuzzy matches). While you are entering your search, autocomplete suggestions are made in real time for search terms based on documents and content saved in the SCHEMA Content Delivery Server. The search function can be optimized for certain terms or content.

Giving Users Targeted Information

The security of the documents and content is a top priority. For this reason, the SCHEMA Content Delivery Suite provides extensive encoding options for data transfer paths and data packets. What’s more, the displayed content and the user’s access rights can be set individually or by group, thus giving users targeted information. In this way, the relevant target groups (users, engineers, customers, dealers, partners) receive the documents that are relevant and intended for them. The selection trees (taxonomies), which are also used for the search function, form the basis of the subscriptions, or restrictions. Access to documents and content can be restricted for individual users or entire groups from specified areas of these selection trees. For example, a customer only sees public documents, an employee from the design department only the technical documents, and the subsidiary in the USA only the marked English documents. All other content is hidden and cannot be viewed. Other access policies make it possible to restrict a user’s access to a certain time period, to a specific location, or to set up permitted time limits for synchronization. If you only want to manage access for a small number of users or groups, you can use the SCHEMA Content Delivery Suite’s integrated user management system. If you are using Azure- and ADFS-based systems, it is possible to connect your company-wide user management system to synchronize users and groups. The analysis functions allow you to analyze the searched terms and retrieved documents. Using this as a basis, you can continuously improve the range of information for your users.

The Main Functions…

…of the SCHEMA Content Delivery Suite

The most important element of the SCHEMA Content Delivery Suite is the SCHEMA Content Delivery Server. The server’s database stores and makes available all documents and content depending on the different access options. Below you will find an overview of the most important functions of the SCHEMA Content Delivery Server:

Access Applications

  • Browser-based online access to the SCHEMA Content Delivery Server via the SCHEMA Reader Portal (HTML5)
  • Online and offline access to the SCHEMA Content Delivery Server from a Windows PC or a laptop using the SCHEMA Reader
  • Online and offline access from tablets, smartphones, and other mobile devices with Android, Windows Mobile or Apple iOS operating systems using the SCHEMA Reader App
  • Connection of other systems via the ReST Web Service

Documents and Content

  • Direct transfer of documents and content from SCHEMA ST4 DocuManager to the SCHEMA Content Delivery Server
  • Online help in HTML5 format with a responsive design can be called up in the portal
  • Transfer of documents from file storage or a third-party system (ERP, CRM, PLM, PIM, etc.) including indexing and classification of these documents in the CDS taxonomy
  • Direct transfer of metadata and taxonomies for documents and content from SCHEMA ST4 DocuManager for search and filtering functions
  • Automatic synchronization of offline documents and content the next time online access is established in the SCHEMA CDS
  • Display of documents and content in all the SCHEMA Content Delivery Suite’s applications
  • Feedback, comments, and notes (public or private) on documents or specific content
  • Documents-on-demand: Generation of documents (PDF and Word) from selected content

Searching and Filtering

  • Faceted search for documents and content using selection trees (taxonomies) and full text searches
  • Intelligent search function takes synonyms and fuzzy searches into consideration
  • Automated completion of search terms based on saved documents and content
  • All search and filter functions can be combined
  • Personal search and filter settings can be saved
  • Analysis of search terms and retrieved documents to optimize the search behavior

Users and User Groups

  • Internal user management or users and user groups can be transferred from Azure or ADFS-based user management systems
  • Targeted distribution of documents and content for users or user groups, or using restrictions based on time, location, or access rights
  • Targeted display of documents and content for users or user groups using subscriptions; selection trees (taxonomies) used to set up subscriptions

Security

  • Protection against unauthorized access using access subscriptions and restrictions
  • Encoding of communication between the SCHEMA Content Delivery Server and SCHEMA Content Delivery Suite’s applications
  • Encoding of documents and content depending on the device or user
  • Import can be restricted to signed content

Send me more information on SCHEMA CDS

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