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About VisBiz™

Save time! Save money! Be productive! Get control of your Windows filing!

CY Innovations' premier product, VisBiz™ offers unique solutions to complex Windows file management at home and in small to large business and project teams. VisBiz is a database driven (MS Access, SQL Server/MSDE) Windows application which provides filing system software for electronic file and document management. By turning your standard Windows file system into a relational file system, VisBiz adds a unique set of layers over the standard Windows file system which make it easier to create, save and find your important files.

Download VisBiz now for use at home or in small businesses or projects. Or upgrade to an ENTERPRISE Multi-User license and migrate to SQL Server (or MSDE) for medium to large businesses and projects.

Features

File Management
RealFS™ Relational File System
Microsoft ® Office Integration
Manage files for most Windows apps
Preformed Certificates
File Security
Document Control
Variant Control
Version Control
Configuration Management (Packages)
Document Approval
Document Delivery and Traceability
Document Security
Files in Context
Relational Documents
Relational Categories
Themes and Events
Productivity
Favorites
Send Outlook Emails
Measure Progress
Work Status
Reminders and Notifications
Archive Management
Search and Report
Fast Search & Filter Engines
Data Dictionary
Report to Excel
Report to QDMS
User Security
VisBiz Users and Groups
Multi-level Security and Permissions
External Contacts
Upsizing
VisBiz Projects
Migrate to SQL Server (or MSDE)
Support
VisBiz Help
Quick Steps Tutorial
VisBiz User's Forum
Upgrade Your License
 

File Management

RealFS™ Relational File System

RealFS™ is the original Relational File System. It adds a set of unique layers over the standard Windows XP/2003 file system which characterize the context of your files through their relationships with other files and layers.

RealFS is based on single instance file sharing where all files are registered and shared from a single source file in the RealFS Catalog. The physical files are located in one or more Repositories set up through RealFS. Documents, Variants, Versions, relational links, Packages, reminders and notifications are linked back to RealFS Catalog. The RealFS Explorer manages these references and relationships so that you can access each file within its own unique context.

RealFS provides a single interface for managing your file system and accessing your files. RealFS compliments Windows Explorer yet reigns in its excessive flexibility.

RealFS Explorer

The RealFS Explorer provides a single user interface to manage your relational file system, for almost any file type and access to files using their native applications.

Documents are created directly from RealFS using Templates from 3rd part applications, which have been previously imported, formatted and Approved for use. You can set any Template as the default for a Category. When you create a document in that Category, RealFS copies the Template, creates the predefined Certificate, stores it in the designated Repository and opens it for you using its native application. When you have finished editing a document just click Save.

To import external files into RealFS, simply Drag-and-drop files and Outlook emails directly into the RealFS Category Browser. Select the required Category and RealFS imports the external file or email, creates a predefined Certificate, stores it in the designated Repository, and opens it for you.

You can create a Reference Certificate which is a document which does not have an associated physical file. Reference Certificates allow you to create registers or linked lists.

Microsoft ® Office Integration

You can create Microsoft ® Office XP/2003 documents directly from RealFS including Word, Excel, PowerPoint and Outlook messages. RealFS automatically updates the properties of an Office document including title, author and subject from the Summary tab as well as other information on the Custom tab. You can use Word's Insert >> Field feature to automatically update metadata in the body of a document from its properties.

Preformed Certificates

A major contributer to lost information is the uncontrolled and inconsistent naming of files. Long file names don't expand well with Windows Explorer. With RealFS, each document is referred to by its Certificate which is made up from a Document Code and a Title. You can prescribe the form of the Certificate for each Category including project number, autonumber, subnumber, user initials, filename, user input, text, date and time. Whenever you create a new document, RealFS will automatically build a Certificate for it based on the preformed convention for the selected Category.

File Security

Another major contributor to lost information is lack of consistency in saving documents to a designated location. RealFS uses Repositories to provide a pre-assigned filing location for each Category. Any document created within a Category will be automatically saved to the associated Repository. Users no longer create their own folders or deal directly with the underlying Windows file system.

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Document Control

Variant Control

Introducing the unique concept of Variants. You can use Variants to manage 3 different variations of a quotation and then track the different revisions to each variation. Or easily relate the written instruction of a QA procedure to its associated flow chart.

Only VisBiz provides Variants to control the content variations in your documents. Variant relationships exist between documents which have a common purpose but have changed in either fit, form or function. RealFS Explorer allows you to create Variants with each Variant having its own sequence of Versions.

Version Control

VisBiz automatically manages your document revisions, allowing different types of revision methods without duplicate or out of sequence version stamps.

Control your document revisions in compliance with ISO 9001:2000. RealFS Explorer allows you to easily create a new Version of a document. Version relationships exist between documents which change, but not in fit, form or function. Set up different version stamp systems for each Category based on alpha/numeric, date/time, Engineer or Freeform methods. Automatically generate the next sequential version stamp. Secure files of superseded revisions.

Configuration Management (Packages)

RealFS provides configuration management and traceability by packaging and baselining document sets. You can capture the working state of a set of documents required for an important tender submission and then lock down each document once the submission is ready to send.

You can print or export all documents for submission, record and report the delivery history of each document in the Package. You can create a new version of the package and edit or add new documents during tender negotiations. You can compare the difference between any of the previous package version.

Document Approval

RealFS provides facilities to easily record and report the status of a document through its life cycle from Draft to Approved/Cert Final to Superseded. Approving a Document automatically locks its native file to read-only and certifying it as final automatically increments to the major revision stamp when the next Version is created.

Document Delivery and Traceability

Build a profile of the delivery history of any Document. You can indicate to whom a Document was delivered, the date of delivery, the reason for delivery, the method of delivery, the format of documents and the QA status of the delivery.

The delivery record can include VisBiz Users as well as external contacts. Delivering a document to any VisBiz User will add an entry into that User's MyComm Reminders list on the date you specify.

Document Security

RealFS Explorer allows you to manually lock a document file where only you (or the administrator) can unlock the file. You can also classify a document so that only selected Users can open and view it.

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Files in Context

Relational Documents

If you capture a file's context and hence its purpose for existing, then you could capture the intellectual property behind your business or project.

RealFS Explorer provides an innovative solution for defining the context of files through relational documents. You can link one document to any other for any purpose. From the links you establish, RealFS builds a hierarchical structure of inter-related documents from across the Catalog. Using the Relational Documents View you can expand the interconnected documents to discover documents based on their relationships with other documents.

Relational Categories

RealFS Explorer allows you to relate a Category to other Categories. From the Relational Categories View you can browse document lists from the related parent and child Categories.

Relational Categories also control how relational documents can be linked. By binding the relationship between two or more Categories, documents in a child Category can only be linked to documents in its parent related Categories.

Themes and Events

RealFS Explorer introduces Themes and Events which can be used to associate your documents. Themes allow you to relate documents based on their common subject matter while Events allow you to relate documents based on some common incident or occurrence.

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Productivity

Favorites

When your desktop becomes overcrowded RealFS Explorer provides a workspace to easily access your favorite documents.

Each VisBiz User has a Favorites list for each Biz Group. Lists are normally sorted based on your priority for each document or sorting can be customised. See when someone else creates a new Version of a document which is in your Favorites list, or easily transfer a document to MyComm as a reminder.

Send Outlook Emails

Tag documents and send them from RealFS Explorer as either hyperlinks or attachments in an Outlook email. After sending, MyComm Messenger will retrieve the email from your Oulook Sent Items folder and save back into RealFS as a message file including any attachments.

Measure Progress

You can measure the development progress of Documents and Packages. Based on budgets, actuals, forecast and % complete measurements, track the development of individual documents, or track the overall progress of a set of documents in a Package.

Work Status

RealFS Explorer provides 7 defined stages of Work Status of any document Version. Monitor the Work Status of individual documents or a set of packaged documents. When you set the Work Status of a document Version to Approved or Cert Final, RealFS the document file will be automatically set to read-only and its content protected.

Set permissions for a users and groups based on Work Status to only see documents which have reached an Approved or Cert Final status, or not see documents with a Superseded status.

Reminders and Notifications

VisBiz can save the disk space and network bandwidth wasted by users attaching files to emails then sending to multiple recipients for review and comment, and then sending back to the originator as attachments, ad infinitum.

MyComm Messenger is the subsystem which handles all reminders and notifications for your RealFS documents. When you deliver a document to other VisBiz Users using MyComm Notification, you can elect to notify the recipients by email. An Outlook email is sent containing hyperlinks to the document/s being delivered. Users access the same physical document file through the hyperlink. All recipients can make comments on the same instance of the file. You no longer need to work through and consolidate multiple copies of the same document.

Sometimes you just want to be reminded when a document requires further work at a later date. MyComm Messenger allows you to set a reminder date and the document will appear in your Message Board on and after that date. You can transfer documents between your MyComm Reminders and your Favorites list.

Archive Management

VisBiz provides an archive management system which links your electronic files to the hardcopy documents you've been putting into off-site storage.

The RealFS Archive Manager allows you to create an Archive Box and automatically allocates the next sequential box number. You describe the intended content of the box, indicate its physical location and then begin to add RealFS documents to it. The Archive Box reference is show for documents in the RealFS Explorer document lists.

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Filter, Search and Report

Search & Filter Engines

RealFS provides powerful methods for document discovery. Use the Document List Filter to expand the scope a document lists to cover an entire Category, all Categories in a Collection, all Categories in a Biz Group or the entire document Catalog.

Reduce the document list based on keywords, document owner, author, priority, Theme, Event, date range or Work Status. Once you have filtered a document list, you can use the RealFS search function to search the remaining documents based on keywords.

You can also retrieve documents directly using Quick Find. Enter the unique Catalog Number of one or more documents for quick retrieval.

Data Dictionary

Use the RealFS Data Dictionary to direct VisBiz Users to a Category based on the terminology being used in your business or project.

Search keywords for a Data Type or other terminology keywords and have RealFS take you directly to the associated Category.

Reports to Excel

You can export a filtered document list to create a Microsoft® Excel report which include hyperlinks to access each of the Documents in the report. You can then use the power of Excel to compile and format professional looking reports.

Report to QDMS

RealFS has an in-built interface which allows you to load individual documents or packages for delivery to QDMS. QDMS is a 3rd party relational database management system for the management of controlled documents that are subject to revision control and the generation of transmittals.

For further details visit: www.qa-software.com

Note: CY Innovations does not warrant and nor makes any representation as to the suitablility or performance of QDMS.

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User Security

VisBiz Users and Groups

Once you have installed VisBiz you will create a login account for each VisBiz User depending on your product license. You can create one login account with the Freeware license or upgrade to an Enterprise Multi-User license to create up to 40 User accounts or contact CY Innovations for a quotation for site licenses.

You will then create Biz Groups and assign VisBiz Users as members to these Groups. VisBiz controls the functions and access for each User depending on the Groups to which they belong.

Multi-level Security and Permissions

VisBiz provides the security and permissions without compromising the flexibility you need. Not every business or project needs difficult to use Fort Knox security. VisBiz provides a sensible approach to security. There are three levels of user security where the lowest Users level can be customised for a Biz Group or specific VisBiz User.

  1. Biz Administrator
  2. SuperUsers
  3. Users
External Contacts

VisBiz provides an Address Book in which you manage your external contacts. These Contacts can be linked as the owner and author of imported documents as well as recipient of delivered documents.

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Upsizing

VisBiz Projects

Once you upgrade to an ENTERPRISE Multi-User license, you can create multiple VisBiz Projects. Each Project can have its own RealFS filing structure, Documents and User permissions.

Migrate to SQL Server (or MSDE)

Once upgraded to an ENTERPRISE Multi-User license it is recommended that you migrate VisBiz from Microsoft® Access to SQL Server or MSDE running on your computer or network. Migration is a simple process which requires no further registration or payment.

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Support

VisBiz Help

VisBiz includes a number of help initiatives including comprehensive on-line Help and an on-line tutorial. VisBiz also provides the Easy Steps in-process help system. Easy Steps is available through numbered icons which show you the step by step sequence of each screen's main function. Detailed instructions relating to each Easy Step are shown when Easy Steps Help is activated.

Quick Steps Tutorial

After downloading and installing VisBiz, activate the Quick Steps Tutorial from the main Help menu to assist you to start using VisBiz as quickly as possible. After completing the Quick Steps Tutorial you will be well prepared to create your own relational file system, including creating, linking and retrieving Documents, Variants and Versions.

VisBiz User's Forum

This web site provides the VisBiz User's Forum which you can view at any time. Once you register your copy of VisBiz, you are invited to join and contribute to the VisBiz community through the Forum.

Upgrading Your License

You can continue to work with the VisBiz Freeware license with our compliments. We are happy to be of service to you. We do believe however that you will soon realise the benefits of the unique and special technology provided by VisBiz. Unlock the full power of VisBiz without losing any of the information you have already created and add functionality and more Users by upgrading your license at any time.

Or contact sales@cyinnovations.com for a quotation for site licenses.

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