DocuShare 2013 - Kananaskis

1. DocuShare 2013 - Kananaskis

2. Agenda • Xerox ConnectKey for DocuShare • Xerox DocuShare Mobile Client • Xerox DocuShare Windows Client • Xerox DocuShare Cloud

3. ConnectKey for DocuShare • Self Developed DS EIP Connector • Single button scan options from MFP touch panel • Think ‘Invoice’ button • Simplified Scan Workflow • Place document in feed, press the correct button, and follow the prompts • Easy Configuration from DS • Configure 1-n buttons and access rules • Easily push to multiple MFPs • Button configured to a document type and a collection • Mandatory and configured properties entered at device • Content Rules on Collection automate workflow

4. How it works… Button Management

5. How it works…Define Scan Button

6. How it works… Device Management

7. ConnectKey for DocuShare • Availability Targets: • 2nd Q 2013 (F, G, S) • All supported versions of DS (6.5 & 6.6) • EIP 1.5 – Newer machines (TBD) • Also: “Scan to DocuShare” Weblet EIP ConnectKey apps (Weblets) technology allows for ‘real-time’ status messages to be placed on the User Interface and DocuShare information Xerox Confidential

8. Xerox Mobile Client for DocuShare

9. Xerox Mobile Client for DocuShare -- Overview • Xerox Mobile Client for DocuShare (XMCfD) is a free iOS application, that connects to DocuShare 6.6.1, that will be available in the Apple Store in English, French, German and Spanish throughout the Western World. • Currently in the final stages of development • In House (Xerox) Beta to begin shortly • ECAT (outside Xerox) is planned after the app is in App Store but before the Mobile Connect announcement.

10. DocuShare Mobile Ecosystem... • Of course, you could always access DocuShare using your Web Browser • DocuShare works with all browsers on all devices… • DocuShare Print leverages Mobile Print and Cloud Print (Print Portal) • NOW there is a DocuShare ap for iOS devices (iPad, iPhone, iPod touch) • Xerox Branded • Specialty Features (Versioning, DocuShare print, DocuShare email) • Requires DS6.6 Update 1 which has the Mobile Client Connector (MCC) • Note: The MCC also enables Zia Open-Source aps to access DocuShare • FreshDocs Mobile Ap for iOS • FreshDocs Mobile Ap for Android • General, content-management features -- NO XEROX SUPPORT!!! Xerox Confidential

11. Xerox Mobile Client for DocuShare -- System • Requires the Mobile Client Connector (MCC), installed via DS 6.6.1 Update 1, on the server to provide the connection between the App and the DocuShare server. Xerox Mobile Print DocuShare Print and Email(add-on) MobileClientConnector (CMIS-based) Xerox Mobile Client for DocuShare Update 1 DocuShare v 6.6.1

12. Xerox Mobile Client for DocuShare -- Overview cont’d • We intend to have an Android version of the app but have no firm plans at this time. • XMCfD will be part of an Open Source program to encourage the evolution of the application outside of DSBU  extension of DSDN • XMCfD Key Functionality • Browsing DocuShare folders and documents • Viewing of supported documents (e.g. PDF, MS Office, etc.) in the app • Uploading new versions • Search • DocuShare Print and Email (if the server has it installed) • Working Offline • DocuShare URLs

13. Xerox Mobile Client for DocuShare Xerox Confidential

14. Access Documents Xerox Confidential

15. Print multiple docs with Mobile Print Xerox Confidential

16. Standard Mobile Print Pick-up Xerox Confidential

17. Or, Open a Doc to Xerox Print Portal Xerox Confidential

18. List of Mobile Client Capabilities • Connect to multiple DocuShare Servers (requires DS 6.6.1, Update 1 ) • Navigate folders • Search for content: entire site, or within any specific folder • View documents • Open documents in other apps (including Xerox Print Portal) • Upload new document versions • View properties; Edit properties • Delete documents and folders • Create folders • Upload documents, photos, or videos • Take photos and videos • Record and upload audio • Email documents and folders: Direct from device, or using DocuShare • Print documents and folders: Direct from device, or using DocuShare • Display and “Go to” URL objects • Download documents (to on-device storage) • Manage “Downloads” storage area: view or delete documents

19. DocuShare 6.6.1 Update 1 • Update for DocuShare 6.6 customers: • Includes Mobile Client Connector • Several bug fixes (standard process) • New EULA (small change in EULA terms) • REQUIRED for use of Mobile Client  availability BEFORE mobile client

20. eForms and Mobile • Reduces cycle times – dramatically for distributed and field processes • LO provides a mobile portal for forms access and filling, and LO workflow participation • Access it from an iPad • It recognizes device and just works • Combine with Mobile support from DS • DS Web in Safari • Xerox Mobile Client for DS • Support for URLs for form requests from DS • Access and annotate submitted forms Xerox Confidential

21. DocuShare Windows Client

22. Overview • Next generation Windows Client for DocuShare 6.6 • Replaces the current DocuShare Client. • Leverages innate Windows integration • Supports the most common Windows Client use cases. • Focus on providing desktop-integration features • Does not replicate all web client capabilities • Improve the usability, reliability and performance of the most commonly used Client features. • Available Q3 2013

23. High level functionality

24. Windows Client UI

25. Technology approach • Network Redirect • DocuShare appears as an external drive to Windows • Automatic integration into File Open and Save As menus for all Windows applications • Leverages innate Windows capabilities • Relies on Windows for most file handling  drag and drop

26. Platforms • Operating systems • Windows 7 (32- and 64-bit) • Windows 8 (64-bit) • Remote Desktop Edition • Windows Server 2008 R2 (64-bit) • Windows Server 2012 (64-bit) • Citrix • XenDesktop5.6 (post release)

27. DocuShare Cloud Services

28. Topics • ECM in the cloud: Value, trends, and attitudes • DocuShare Cloud offerings • Cloud infrastructure • Configurations and options • Pricing • Customer support

29. Why ECM in the cloud? • Cost savings– Reduce infrastructure and deployment costs • Flexibility – Scale up or down as demands and needs change • Security – Prevent unauthorized data access and loss of critical data • Reliability– Leverage high availability and redundant computing platforms with failover • Compliance – Meet regulatory requirements through secure data storage • Focus on organizational objectives – Outsource the installation, updating, and maintenance of critical applications and hardware

30. Cloud types • Public cloud—provides all of the infrastructure and services through a cloud services provider • Shared infrastructure; pay as you go; limited security and customization; generally cost-effective • Private cloud—provides all of the infrastructure and services on a private network • Resources are dedicated to a single organization; secure; customizable; larger investment • Hybrid cloud—provides both infrastructures • Combines the benefits of both clouds to meet different organizational needs

31. DocuShare Cloud Services • Combines DSBU-proven expertise in content management with Xerox Services hosting expertise. • Provides cost-effective and reliable service delivery infrastructure to enable seamless delivery of a total solution to the end customer. • Delivers 24x7, global accessibility. DocuShare Digital Filing DocuShare Invoice Processing DocuShare Contracts Management DocuShare Employee Onboarding

32. Cloud infrastructure • Xerox Services Core Tools (XSCT) • Provides virtualized cloud infrastructure • Maintains virtual machines, including operating system, antivirus software, network security • Performs backups • DSBU Hosting Team • Installs, licenses, and configures DocuShare • Installs non-standard databases • Performs database tuning

33. Security • Data Center Security: Systems located in private Xerox data centers • Network Security: Network continuously monitored and protected by redundant firewalls • Data Security and Availability: • Uses 256-bit domestic and 128-bit international SSL encryption to protect customer’s data as it leaves data center • Data stored on highly redundant storage systems • System Security: Uses tightly controlled passwords on servers and network equipment • Infrastructure Support: Expert team provides 24x7 services for cloud, server, network management, monitoring, backups, and system maintenance

34. eForms and Live Cycle Manager Overview

35. How DocuShare eForms Works • Forms designed and located on Web. • Person accesses form, fills it out, and submits it. • DocuShare receives and processes form; stores PDF version of it in appropriate location. All text from form is indexed. • With the form in DocuShare: • users can search for it • users can access and manage the form • a workflow can start 1 3 DS User DS User 4 2 DS User Non-DS User

36. Lifecycle Manager Internal Use Only