OrgPlus Enterprise Features

OrgPlus Enterprise has many features that make charting both easy to use and powerful. They include the following, which are listed in alphabetical order. For a list of the newest features, see OrgPlus Enterprise 3.4 Highlights.

Additional Data Sources and Security Adapters

OrgPlus Enterprise supports an ever-growing list of data source and security adapters. Supported adapters include Excel, OLE DB, SAP, Kronos, PeopleSoft, SQL Server, LDAP, Active Directory and OrgPlus Desktop (OPX).

Advanced Search

With the advanced search functionality you can specify multiple criteria when searching your corporate directory.

Automatic Branch Style Optimization

You can now configure OrgPlus Enterprise to automatically optimize branch styles. Users can select different branch styles to achieve optimal chart layout when viewing, publishing, or printing charts.

Automatic Co-Manager Detection

You can configure OrgPlus Enterprise to automatically detect co-managers then set the branch style accordingly.

Chain of Command

The Chain of Command option enables you to view all the supervisors for the displayed chart. When the Chain of Command toolbar button is selected, all supervisors (direct and indirect) for the current top position are displayed. OrgPlus Enterprise also allows you to control how many levels are shown when displaying the chain of command for any chart.

Chart Org Unit

OrgPlus Enterprise now enables you to chart an entire Org Unit for any given employee. For example, you can chart the entire Engineering department no matter which employee within that department is selected.

Deeper SAP Integration

OrgPlus Enterprise continues to lead in SAP Integration. OrgPlus Enterprise can read data directly from SAP using SAP’s HR-OCI (Organizational Charting Interface). OrgPlus also supports single sign on from SAP Enterprise Portal. OrgPlus Enterprise 3.0 can now query SAP for Position to Position hierarchies in addition to the existing support for OrgUnit to OrgUnit hierarchies.

SAP integration features include XI data sources, enhanced SAP Enterprise Portal integration (SAP UI themes), Business Package certification and “Powered by NetWeaver” certification.

Directory Enhancements

Directories can now be configured to suppress duplicate records even if a record (person) is shown more than once in a chart.

Domains with Orphan Records

You can configure domains to include orphans records (records that are not part of the hierarchy) to allow end users and administrators to search and chart records or islands (branches not included in the main hierarchy) that are part of the organization but not included in the hierarchy. You can include orphans when exporting data to the OrgPlus Enterprise Modeler or to OrgPlus Desktop applications.

Domains without Hierarchy

You can create domains that do not include hierarchies, such as a list of Branch Offices, Cost Centers, or Conference Rooms.

Dotted-line Reporting

In many companies, a single individual may appear in an organizational chart multiple times. Individuals of this type have dotted-line reporting relationships to one or more managers. OrgPlus Enterprise enables you to easily navigate through all occurrences of a dotted-line report.

Dynamic Role Switching

OrgPlus Enterprise now allows users with access to restricted data to dynamically switch their role to the default role. This allows these users to collaborate with co-workers without having to log in using a different account.

E-mail Alerts

You can now configure OrgPlus Enterprise to send administrators e-mail alerts whenever a scheduled data refresh fails. You can also include data refresh warning messages in your e-mail alerts.

Enhanced Bookmarks

Users can now reorder bookmarks.

Enhanced Data Export

All data export functions (Send to Excel, Save as OPX, Send to Modeler, Send to PDF, and Send to PowerPoint) have been enhanced to give users greater control over exported and published content. Also users can now export data from the corporate directory and OrgTree modules.

Enhanced Directory

OrgPlus Enterprise now supports directories that are not based on hierarchical information (for example, conferences rooms or company facilities). You can also search for orphan records (employees and branches that are not included in the org chart).

Enhanced Excel Authentication Adapter

The Excel authentication adapter can now be configured to automatically update security profiles when the underlying Excel file is changed.

Enhanced Formulas

OrgPlus Enterprise now includes a more sophisticated engine for handling calculations.

Enhanced Master Page

OrgPlus Enterprise now gives you more control over the placement of chart titles and corporate logos. Handling of titles and logos with respect to printing and export to PDF and PowerPoint has also been improved.

Enhanced Field-Level Security

A role may limit what fields a user is allowed to view on a box by box basis. For example, an HR administrator in England may be limited to viewing personal information of only English employees.

Enhanced PDF Publish

You can now publish charts to PDF as single page presentations or in book format.  A published PDF book can include a cover page, table of contents and an index.

Enhanced PowerPoint Publish

You can now publish charts to PowerPoint as single page presentations or in book format.  A published PowerPoint book can include a cover page, table of contents and an index. You can also specify a PowerPoint template when publishing charts to PowerPoint.

Enhanced Role Determination

The role for each user can be determined by applying a “role rule” to the data record that corresponds to the current user.  A “role rule” is attached to a specific data source and consists of one or more conditions. For example, if the data record corresponding to the current user indicates that the user is member of the HR team, then that user can automatically be assigned the HR Administrator role.

Enhanced SSL Support

OrgPlus Enterprise supports SSL certificates configured on non-standard ports (other than 443).

Enhanced Structural Security

Structural security can be configured to restrict access within a chart to a “top box” and its subordinate branch.  In OrgPlus Enterprise 3.1, users can be further restricted within a branch to access only subordinate boxes that meet a set of predefined criteria. Also, OrgPlus Enterprise now supports a “manager and manager’s subordinates” structural security option. 

FireFox and Safari Support

OrgPlus Enterprise can now be accessed via Safari and FireFox internet browsers. Macintosh® users and Linux users can now access OrgPlus Enterprise.

Grouping

Peers with a similar attribute can now be automatically grouped. Example

Hotspots

OrgPlus Enterprise lets you define any area within a box as a hotspot. Move the cursor over a hotspot within a box to dynamically display a profile. Example

Home Link

Use the Home link to return the initial chart (and initial top box) that was shown when you first logged into OrgPlus Enterprise.

Improved Administration Interface

OrgPlus Enterprise administration is now more powerful. New features include group definition, index definition and profile definition. All views within a domain now share defined profiles, indexes, and groups.

Improved Change Management

Employee Records (boxes) with pending change requests now contain a visual indicator.

Improved Charting

OrgPlus allows you to set the background color and border style for any cell within a box. You can place field labels anywhere in a box (above, below, left or right of the corresponding field). OrgPlus also allows you to create fixed-size boxes and fixed size columns within boxes. You can also have hyperlinks open in a new, target, or existing window.

Improved Duplicate Record Handling

Chart boxes can now include a list of alternate managers for any employee that has more than one manager. You can navigate directly to a specific occurrence of an employee who appears multiple times in a chart. You can also display alternate managers using a callout. Moving the mouse cursor over the callout icon displays a callout containing the alternate managers to whom the employee reports.

Improved IIS Integration

OrgPlus Enterprise has improved interaction with IIS resulting in better performance and faster recovery from server reboots and IIS process cycling.

Improved Password Handling

“Forgot password” support as well as reset password on first usage.

Improved PeopleSoft Security Integration

Authenticate users using PeopleSoft username and passwords.

Improved Refresh

Flat file (Excel or text file) based data sources can be set to automatically refresh whenever the contents of the file are changed.

Improved SAP Integration

OrgPlus Enterprise works seamlessly with the latest releases of SAP including mySAP ERP 2005.

Improved Security

OrgPlus Enterprise is now more secure. Security enhancements include encrypted database connections (SQL Server) and encryption of all configuration files.

Improved Single Sign On Support

The generic SSO adapter supports encryption.

Kronos Integration

OrgPlus Enterprise can be integrated with Kronos Workforce Central.

LDAP Support

LDAP data sources are now supported. OrgPlus Enterprise also supports additional configuration parameters for LDAP (Active Directory) connections.  This helps to ensure connectivity even in the more complex network environments.

Mapped Fields

OrgPlus Enterprise now supports mapped fields. Mapped fields enable administrators to map a field to a set of pictures. For example, you can map a location (U.S., France) to a picture of a country flag, and then display that flag in your chart boxes.

Merged Data Sources

OrgPlus Enterprise now allows you to combine hierarchies from different data sources into a single organizational chart.

Merged Fields

OrgPlus Enterprise now supports merged fields. Merged fields are typically used to create composite fields from one or more fields (Full name from Last, First and Middle name fields). Merged fields also allow you to create context sensitive hyperlinks in your chart boxes.

Multi-Level Administration

OrgPlus Enterprise now supports two types of administrators. Chart administrators and System administrators. Chart administrators cannot modify system and security parameters but can add and modify presentation elements including charts, profiles, indexes, and directories.

Multi-Record Boxes

Charts can now include boxes that contain more than one record. For example, the sales team reporting to a manager can be represented in a single box. Example

MyTree

The MyTree panel is a customized org tree dynamically generated for each end user. For example, HR Professionals can view a tree that contains only those individuals and branches for which they are responsible.

Native SVG Support

OrgPlus Enterprise now supports chart rendering using the native SVG support included in Firefox and Safari browsers.

OrgPlus Enterprise Modeler

You can now create and edit scenarios directly in your browser using the OrgPlus Enterprise Modeler.

Publishing Enhancements

You can now include sub-chart arrow labels and date stamps in charts published to PowerPoint and PDF. Publishing performance has also been improved.

Save As OPX

Save as OPX allows you to include orphan records (records that do not have a valid supervisor). You can also include sub-chart labels when saving as OPX or sending to the Web Modeler.

Secure LDAP

LDAP security adapters now support TSL and SSL. This includes Single Sign On support for active directory.

Support for the latest Microsoft Tools

OrgPlus Enterprise is compatible with SQL Server 2005 and .NET 2.0.

Structural Security

A role may limit what part of the organizational structure a user is allowed to view. For example, if a company is composed of three divisions: automotive, aerospace, and electronics, members of the automotive division may be limited to viewing the organizational structure of only the automotive division.

SSL Support

Secure Sockets Layer (SSL) is the standard security technology for creating an encrypted link between a web server and a browser. The SSL link ensures that all data passed between a web server and your browser remains private and secure. SSL is an industry standard and is used by millions of websites in the protection of their online transactions with their customers.

Text File Data Sources

OrgPlus Enterprise allows you to specify a text file as a data source.

Themes and Customization

You can now set the color scheme within OrgPlus Enterprise to match your corporate color scheme. You can also customize strings and hide user interface elements. This is especially useful when integrating OrgPlus Enterprise into other web applications and corporate portals.

Web Farm Support (OrgPlus Enterprise High Availability)

OrgPlus Enterprise can be run in web farm behind a load balancer. Contact sales@humanconcepts.com for more information on OrgPlus Enterprise HA.