SharePoint with Smart Capture

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30 Οκτ 2013 (πριν από 3 χρόνια και 5 μήνες)

164 εμφανίσεις

Dean Misenhimer

Sr. Director, Product Marketing

Mike
Alsup

Sr. Vice President,
Gimmal

Increasing the Value of
SharePoint with Smart Capture
Solutions

Looking Back



Just 2 short years ago…


Kofax Capture


Basic Export Connector for SharePoint
2007 and 2010


No advanced data type support, limited
library support, security limitations


Kofax Express


Different integration than Kofax Capture


Kofax Communication Server


Integration to Exchange


2

Where We Are Today


Capture and deliver all information types into
Microsoft
SharePoint

and
Office 365


Manage and automate case management

and end to end business processes in
SharePoint


Extend capabilities of
Dynamics CRM
to support
BPM and Dynamic Case Management solutions


Integrated email, fax, and SMS/MMS management
for Microsoft
Exchange

and
Outlook


BPM & Case Management cloud computing
services leveraging
Windows Azure


Use
Lync

communication capabilities for process
and case management


Mobile platform support via HTML5


Leverage Microsoft developer tools

3

A Short Survey


How many of you are on:

1.
SharePoint 2007

2.
SharePoint 2010




Do you plan on migrating to
SharePoint 2013 in the next 12
months?

4

Capture Products

5

Kofax Capture





First direct integration to SharePoint from Kofax Capture UI


Introduced in the 10.0.1 release


Lookups in Kofax Capture from SharePoint


External Field Types


Database Validation


SharePoint run
-
time validation


6

Lookups from SharePoint


SharePoint lists and special column types can be used to
validate and populate KC fields


Supported columns:


Managed Metadata


Enterprise Keywords


Lookup


Choice


Text


Numeric

7

External Field Types


Create a new field type from an external source


New option available via the context menu on Field Types tab or
the ribbon bar


After successful authentication, the user is presented with a tree
view of the site, allowing selection of a column from a site or a list







External Field types have a different icon to distinguish them from
‘standard’ field types





8

Validation/ Runtime


External field types are validated against data source at runtime


Fields linked to SharePoint will be displayed in validation as a
textbox or a dropdown


If a field fails validation, then the operator will be presented with a
window that displays the textbox with auto
-
complete functionality


Type ahead and multiple values are supported

9

Setup Database Validation from SharePoint


Populate document fields from a SharePoint list


“SharePoint List” added as a database type in the database
validation properties

10

Kofax Front Office Server


New architecture for dynamic
convenience scanning


Supports SharePoint 2010, 2007 &
Office 365


Visual browse folder destinations


Simplifies scan processes that do not
require capture rules


One product, two scanning options


Dynamic ad
-
hoc scanning


Integrated Touchless Processing


11

Kofax Express


Production batch scanning


Feature rich


highly capable


“Easy enough for beginners, powerful
enough for pros!”


Low to high volume


Scalable for growth


Scan to any back end


Microsoft SharePoint


Scan to Kofax Capture


Export API


Now uses the same export
connector as Kofax Capture!


Slide
12

Export Connector for SharePoint 8.3

13

Dynamic Sub
-
Site Mapping


UI to select root destination


Fixed destination: select
destination via the browse
dialogue


Dynamic Destination: Specify
the sub
-
site, library, and folder


Kofax Capture value and
SharePoint Column field
mapping


Support for Managed Metadata,
Enterprise Keywords, and
Lookup columns


Applies to both Document and
Folder/ Document Set columns



14

Multiple Values

15


Columns with multiple values are
supported


Configure Managed Metadata
column in SharePoint to allow
multiple values


Table Fields can also be mapped
if delimiter is set to semicolon


Connector takes advantage of
additional data to improve
performance and avoid ambiguity


Prevents multiple matches when
SharePoint validation is used



More Flexible Security


Configure alternate user to access
SharePoint during runtime


“Select Runtime User” opens the login
window to specify alternate credentials


Minimum access right of “Contribute”
required for fixed destination


Dynamic Destination requires either
“Design” or “Full Access”



16

Gimmal

17

ERP
-
Link Suite
Content
Archiving and
Collaborative
SharePoint
-

SAP
Applications


Information
Governance
Suite
Content
Consistency and
Lifecycle control


We extend the market
-
leading enterprise platforms with best
-
in
-
class information
governance, compliance and business application software and services

Compliance Suite
and Unified
Records
Management
For Electronic and
Physical

www.gimmal.com



Gimmal

is a SharePoint Solutions Company

Information Management 2.0


Leverage viral adoption of SharePoint to connect with Knowledge Workers


Transparent
p
articipation in a compliant Information Management System


All content is
managed

from a lifecycle, compliance
and
legal/tax/audit
hold perspective


End reliance on
end users
choosing to follow policy and compliance rules


Improve SharePoint system/infrastructure performance to support worldwide (outside US)
access to information


Lines of Business collaborate with IT to define the rules and ongoing review process based on
Content Types




There are 4 key elements of
IM 2.0


Information
lifecycle


Content Types


Metadata
inheritance


Consistency in user experience



File Plan


Retention Schedule


Legal Citations


Legal Holds



MSFT

Record

Center

SharePoint Framework


Content Types


Information Policy


Site Templates


Document Templates


Team Sites

MySites

Top Level Portal



Lifecycle



Taxonomy



SP Features



XML Config.



Navigation



Search



Security



Information Lifecycle

Site

Provisioning


Term

Store /

Content Hub

Information Lifecycle

File Plan /

Retention
Schedule

Establish

Governance

Roadmap


Identify Required Components


Site Templates


Lists and Libraries


Content Types


Processes


Web Parts


Custom Functions


Define Direction and Phasing




Team Site Templates Implemented


Local Processes & Content Types


Department or Team Administration



Content Types & Routing Rules


Managed Metadata / Term Store


Information Lifecycle Governance


Administration & Site Provisioning


Technical Architecture


Base SharePoint Configuration


SQL Server / .NET / RBS


Hardware / Storage/ Networks

SharePoint Technical Infrastructure

SharePoint Content Governance Infrastructure


Projects/Communities

SharePoint Content Governance Model

G&G

Site

Collection

Site I

Site II

Site III

Web Part I

Web Part II

OP’s

Site

Collection

Site I

Site II

Web Part IV

Web Part I

Web Part III

HR

Site

Collection

Site I

Site II

Site IV

Web Part I

Finance.

AP Site

Sub site I

Sub site II

Site I

Site II

Site III

Web Part I

Web Part IV

Gulf of

Mexico

Site

Collection

Business Functions

Site I

Site VI

Site IV

Web Part V

Web Part VI

Drilling

Community

Site

Collection

Information Lifecycle Governance

SharePoint Technical Infrastructure

SharePoint Content Governance Infrastructure

SharePoint

Records

Center


or


3
rd

Party

Repository

of Record

Finance.

AP Site

File Plan

Builder

Drop

Zones

Content

Organizer

Metadata &
Rule
Inheritance

SAP

Oracle,

Dynamics

&

EMC, IBM,

OTEX,

Accutrac,

Etc.

Scan

Email

Portal

Smart

Phone

EDI

Contracts

Site

HR Site

Expense

Site

Sales

Order

Site

Purchasing

Document

Site

ICR

SharePoint

Library

Router

Capture

Capture:


Kofax

Microsoft

Smart Phone

Drop Zones

Etc.



File Shares:


Assess

Migrate

Govern



File

Shares

Customer Example: Transactional ECM & ILM for Certain
C
ontent that Extends to Include Records Management

Dutch Pilotage Guild

Quasi Government Operation; Runs SAP &
SharePoint

Business Process to be Supported:


Receive Invoices from Pilots (100K per year)


Invoice must also be supported by a signed Pilot Certificate
(by ships captain and pilot)


Validate and Pay Invoices from Pilots in SAP


Generate Invoices to Ship Owner

Dutch Government regulations dictate special
procedures for handling the Certificates, must
maintain a digital copy through the lifecycle

At a point in the lifecycle, must be moved into
“hardened digital records archive”

Competition

Open Tex琠vs. Gimmal/ Ko晡x/ Nex琠
噩ew


40
SAP Consultants, SAP
-
MS projects for 6 years, DUET
Experts


How Implemented?

Phase 1:


ERP
-
Link with
auto.indexing

for ECM


Scan via Kofax Capture with Kofax SAP Connector

Phase 2: Portal submission of Pilot Certificates

Phase 3: ILM with Compliance Suite
-

Current Approach


SAP sets and manages the retention period


SAP event (retention period expiration) will be received by ERP
-
Link
and passed to SharePoint event receiver


Background WF will fire that picks up PC, drops it into a temp folder
with ERP
-
Link Scan
-
link; which will perform SAP ArchiveLink load to
the new Compliance Suite Repository in SharePoint


SAP ILM via ADK Object will eventually archive both SAP data and the
PC (in batches of hundreds) into a different SharePoint Repository


until Dutch law says everything can be destroyed

Kiewit Implementation


Kiewit


Implemented with new SAP System Rollout, they had 200 entities on
multiple ERP’s and consolidated into this one SAP system.


Decided to Implement ECM under SAP from start


SharePoint was already enterprise deployed across 3,000+ users


SAP ECC 6.0 System has ~ 1000 users


Project spanned 11/11 thru 8/12


Solution Components


SharePoint 2010 Enterprise


Kofax for Capture


Verbella Kofax Implementation Partner


Norikkon AP Automation Solution Vendor


Gimmal ERP
-
Link with Auto.index, Scan.link, APAY.link


Business Applications


SAP Business Areas supported:


Accounts Payable using APAY Center from Norikkon


1,000,000
invoices per
year, average 4
pages and 160KB in size


Doc Types
= invoices
, credit/debit notes, advance payment claims


Retention
set to forever, will change to 7 years when they do a SAP data
archive set
-
up


APAY
Link is being used for SharePoint viewers to search


Kofax
Transformation Module utilized for
automated document
classification, document separation and data extraction


Use Kofax SAP Connector (RFC based)


8 AP workflows, all in
-
side SAP


Other Areas
Implemented with Kofax
Capture if
required;


Payment Requisitions


CRM (opportunity and business activity)


Plant Maintenance/Equipment


Incident Mgmt.


Accounting & Finance (Sales Orders, FI Documents, Asset
Mgmt.)




Common ECM for SAP and SharePoint

Full SAP and SharePoint Interoperability

Seamless Workflows between Platforms

Composite Interoperable Applications

SAP Data & Records Archival in SharePoint

Rapidly Implemented

Connected to DoD Certified Platform

Compliance Hub

Drop Zone Classification

Enhanced Search Interface

Enhanced Template Management

Governance Provisioning

Metadata Rule & Inheritance Manager

Content Organizer Manager

Gimmal Software Products

Enhanced File Plan Builder

Record Relationships

Event Management

Cut
-
off and Disposition Processing

Email Record Management

Vital & Restricted Records

Transfers

Search & View ALL Types of Records

Integrated to all Iron Mountain Services

Physical Records Processing

Queuing Pickup, Delivery, Checkout

Unified Application of Policy

Bulk Processing of Physical Records

GimmalSoft Information Governance Suite

GimmalSoft Compliance Suite

GimmalSoft Unified Records Management

ERP
-
Link iNet.DM

Questions?

Slide
29

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For further information, please contact:


Dean Misenhimer


Sr. Director, Product Marketing


Email: dean.misenhimer@Kofax.com