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Tecmasters company and product presentation. Presenter tecmasters GmbH. tecmasters company profile. Paper to Portal © Scanning Solution for MOSS 2007. Active Exchange Adapter© Email Archiving and MOSS 2007 Integration. Active Office Bridge © Officedocuments to MOSS 2007.
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Tecmasters company and product presentation Presenter tecmasters GmbH
tecmasters companyprofile Paper to Portal © Scanning Solution for MOSS 2007 Active Exchange Adapter© Email Archivingand MOSS 2007 Integration Active Office Bridge © Officedocumentsto MOSS 2007 Active Migration Manager © Migrate different datasourcesto MOSS 2007 ActiveSearch für MOSS2007 ©Integration of a searchtoolwithhitlistsas a Gridand Excel Export Active Repository Manager © Usingof Storage systemsandarchivefor MOSS 2007 Remote BLOB Storage Outsource MOSS2007 documentstostoragesystems Adapter for Storage systems©Connect different storagesystemsto MOSS2007 Adapter for Archivsysteme©Connect different Archive systemsto MOSS2007 Active Repository Link für SAP ©Archive SAP datawith MOSS2007 integration Active Repository Adapter für SAP ©Content integrationof SAP datainto MOSS2007 search
tecmasters – the company • profile • mission • products • partner • references
tecmasters profile • tecmasters focus is 100% on Microsoft • tecmasters is member of Microsoft´s cc.ecm – Competence Center Enterprise Content Management • tecmasters is able to deliver scalable end-to-end solutions due to many contacts to other technology partners of Microsoft and to leading consulting companies • tecmasters has its company headquarters in Germany – but operates all over Europe
tecmasters mission • tecmasters has developed and implemented Enterprise Content Management solutions based on Microsoft Technology • Office, SharePoint, Exchange, .net Framework, WinWF, … • we focus on • Content Integration • Archiving und Document Management • Workflow • Records management • Capturing and Cold • SAP Integration
tecmasters products • Active Repository Manager© • Paper to Portal© • Active Migration Manager © • Active Exchange Adapter © • Active Repository Manager Link for SAP © • Active Search for MOSS2007 © • Active Office Bridge © solutions • Contract Management with MOSS2007
partners • System Integrators & Sales Partners • Technology Partners
references themes : MS SharePoint Portal Server 2003 MS SharePoint Server 2007 CITRIX Metaframe Abbyy FlexiForm themes : Abbyy FlexiForm themes : MS SharePoint Portal Server 2003 MS SharePoint Server 2007 NSI Autostore themes : MS SharePoint Portal Server 2003 MS SharePoint Server 2007 NSI Autostore CITRIX Metaframe Patentschriften Portal Active Repository Manager Office for Invoices netapp Integration BAAN Data Migration Active Repository Manager
references themes : MS SharePoint Server 2007 Active Repository Manager NetApp Integration Active Repository Manager Link for SAP in planning themes : MS SharePoint Portal Server 2003 BizTalk Server 2006 themes : Backup with NetApp und Syncsort MS SharePoint Server 2007 Active Repository Manager themes : MS SharePoint Server 2007 Active Repository Manager Ceyoniq Archiv Adapter Contract Management System
Active Migration Manager ©Migration from different data sources in MOSS 2007 • System overview • Functionality of AMM • License model for AMM • License costs of AMM
Funtionality of AMM • AMM enables automated migration of data into SharePoint, thus creating an intelligent knowledge pool • Enhanced document management, workflow, collaboration and search • Migration can be done • with an external Service Provider (most likely when migrating large volumes of legacy data e.g. scan solutions) • or inhouse: solution can consolidate data into SharePoint in an ongoing process • Solution can anlayse, classify and migrate not only documents on file shares, but also e-mail, paper documents, local hard drives and documents that are stored in third-party repositories e.g. FileNET
Functionality of AMM • AMM combined • tecmasters “Active Migration Manager” • Time-controlled Import-Jobs • .NET Workflow Host • tecmasters “Active Repository Manager” • Auditing acceptability long-term archiving of MOSS2007 Data
Functionality of AMM • Workflow basedjobs • Time-controlled loadingof documents • iFilter for Extraction ofMetadata – Office Like(Titel, author, firm, ...)
License model of AMM • AMM Server license (Workflow Hosting)per processor • Depending on appliance needful Items(etc. PDF/A conversion or forms recognition)
Paper to Portal ©Scanningsolution for MOSS 2007 • System overview • Functionality of P2P • License model for P2P • License costs for P2P
Functionality of P2P • Extensive hardware support • Paper to Portal © works with all scanners that support ISIS- or TWAIN drivers – and these are virtually all scanners currently available: production machines for high-volume jobs, midrange scanners for departmental use or All-in-Ones • Flexibility and Scaling • Paper to Portal © is a highly flexible solution that can cover a wide range of scenarios. It has a positive pay-back already for smaller departmental solutions. However, it can easily scale to enable high-volume production scanning solutions, e.g. in scan centers.
Functionality of P2P • The Intelligent Document • The metadata that match the documenttyp of the document are displayed automatically in the document panel. It is very easy to edit them – according to the configuration of the solution there are various options: • 1. Fill in manually. • 2. If there is a direct connection to an ERP or CRM system, the data can be directly extracted from these systems. If you e.g. type in a company name, the matching data such as address, client number, or reference number are added automatically.
Functionality of P2P • 3. Barcode: Paper to Portal © can recognise barcodes, and complement the metadata of a document accordingly • 4. Recognition of forms : In one of the next releases there are flexible forms recognition integrated in Paper to Portal © • 5. Saving the data in TIF or PDF/A (via AMM) formats
Functionality of P2P • Archiving and Compliance • The Scanned document can be stored in the SharePoint Repository either as pdfs or tiffs. If you need a long-term archiving solution you can use Active Repository © Manager, tecmasters’ intelligent archiving and content integration solution • Perfect Symbiosis • Microsoft Office SharePoint Server 2007 and Paper to Portal © complement each other perfectly. Together they make a flexible Enterprise Content Management solution that manages your content independent of content type or format and that optimizes your business processes: competitive, fully integrated, and easy to implement
License model for P2P • Paper to Portal ScanClient License • ISIS Driver in three levels for the connected Scanner or • Paper to Portal ScanClient 2ndLicense
Active Exchange Adapter ©Email archiving and MOSS 2007 Integration • System overview • Functionality of Email Archiving • License model • License costs for Email Archiving
AMM Email Functions • Journal • Scans a journal mailbox, puts all entries to AMM and deletes the entries • Mailbox • Scans a user mailbox send content to AMM and marks the Email • Options are Mail archiving or Attachment archiving • Selection on age • Exchange Stub • Updates mail with Email or Attachment Stub
Email Application extensions • PST-Archiver • Sends the whole contents of a PST-file to AMM • Outlook Addin Basic shows stubs for mail or attachments • Form for retrieving stubs • Context menu entry for sending to AMM (tbd) • OWA extension • Basic shows stubs for mail and attachments • Form for retrieving stubs (tbd) • New function for sending mail to AMM (tbd)
Sample - Journal Journal Archiving • Handling all incoming and outgoing mails using a journal mailbox • Managed folders can also send mails to journal according to a policy • All Mails will be archived in ARM • Access will be using MS Search – crawling the archived mails • Access rights will be restricted by rights on the archive journal
Sample – Mailbox • Mail Archiving • A user mailbox will be scanned and all files older than 5 days will be send to AMM • An outlook compatible rendition (MSG-format) will be generated and both formats will be archived • The emails will be replaced by a stub in exchange linking to the MSG-rendition • Attachment Archiving • A user mailbox will be scanned and all mails having attachments will be sent to AMM • The attachments will be archived • The attachments in the email will be replaced by stubs linking to the archived documents
Sample – PST • An application will be started which sends the whole contents of a PST-file to AMM • The documents will be archived • Stubs will be created on the personal site in SharePoint conserving the structure of the PST-file
License Model – Email Archiving Licenses • Active Migration Manager © Server license(only for Email Archiving) • Exchange Extension For AMMActive Repository Manager © Server license – 1 Processor (only for Email Archiving) • Storage or Archiv Adapter (Option) • Licensing per mailbox • Licensing per PST file
Active Search in MOSS2007 • Functionality of Active Search? • License model of Active Search? • License costs of Active Search for MOSS2007 ?
Licensemodel of Active Search? • Active Search: License as solution per MOSS2007 • Active Search: the solution has to be customized !
Active Repository Manager ©Integration of Storagesystems or Archivingsystems for MOSS 2007 • System overview • ARM – Functionality • License model for ARM • License costs for ARM
Active Repository Manager © the system • NOW: • Proprietary applications- Adoption for every application and every repository necessary • - Problems using multiple systems Client API.NET, Http, WebDAV, WebServices ActiveRepository ManagerConfiguration, Mapping PROPOSED: - Standard API for clients and repositories - Access repositories using a single consistent view Repository API Active Repository Archive-Systems - CAS – Storage
Active Repository Manager © • is a middleware which gives a unified view of all connected repositories(Archival systems, storage systems, jukeboxes,…) • delivers cross repository search • stores documents and document metadata • addresses all backend systems as one storage system • has a .NET API for clients and repositories • supports access rights on documents • integrates with Office, SharePoint and other windows application
Active Repository Manager © • Office Server Compliance Features • Policies • Auditing • Workflow • Digital Signatures • Records Center (E-mail, Holds, …) • Information Rights Management • Document Information Panel • Search • Business Data Catalog • Interfaces to all features above
Active Repository Manager © • missing Compliance Features in MOSS2007 • Support of • long term storage (non revisable) • WORM media • Content Addressed Storage (EMC² Centera, Caringo, iTernity, …) • Archival Systems (Filenet, Saperion, Ceyoniq, …) • Non revisable formats • NCI documents • Access of external documents • Archival Systems (IBM Content Manager, SAP ArchiveLink)
Active Repository Manager © • Integration of Active Repository Manager © • Integrates all kind of long term storage • Read, Write and Searchon Metadata and Contents • Integrates seamlessly to Office Server by using • Policies • Records Center • Workflow • Supports all document formats (revisable and non revisable) • Integration of external Content
Active Repository Manager © • Why Active Repository Manager © • Compliance • Integration of Active Repository Manager • Office Server – Policies • Office Server – Document Library • Office Server – Records Center • Office Server – Workflow • Office Server – Search • long-term Archiving • Scalability • Content Integration
Active Repository Manager © • License model for ARM • CAL Serverlicense per processor • User CAL´s • optional Adapter for Storage or Archiving Systemsor • Volume Serverlicense per processor • Volumelicense per TB • optional Adapter for Storage or Archiving Systems