A Highly customizable and modular Enterprise Content Management Solution

1. ECM-Suite „Feature Overview“ A Highly customizable and modularEnterprise Content Management Solution

2. Modules by Category Scanning Indexing and Classification Forms Processing Document Centric Inbox Enterprise Report Management (COLD) Searching Managing Documents Revision Control Office Integration Virtual Folder Reminder and Task Management Compliant Electronic Archiving & HSM Messaging Center E-Mail Management E-Mail Agent for Microsoft Outlook E-Mail Agent for Lotus Notes Mail To Archive (SMTPD) Print To Archive (LPD) Workflow - BPM ERP Integration Automation Services Auditing & Reporting Mobile Media Custom File Structure

3. Integrated Scanning, user does not need to start an extra app Supports a wide range of scanners Supports scanning in terminal server environments Useful features like: merging, splitting, composing and stamping Supports scanning profiles. User does not need to select and change settings for different documents quality and types. Scanning profiles are shareable by groups Seamless transfer into the user‘s document inbox Scanning

4. Generic Indexing Wizard („Key-Wording Documents Manually“) Indexing form can be completely customized The wizard guides the user while indexing different types of documents (e.g. invoices, delivery orders, offers, QA..) Supports batch indexing Metadata stored in foreign databases can be used as data source It minimize typing index value by using free customizable select lists. This also reduces input data errors. Supports indexing templates Supports indexing Copy & Paste Indexing & Classification

5. Automated Indexing of Coded Information PDF structured documents can be indexed automatically by the COLDpdf module Plain text (ASCII or EBCIDIC) structured documents can be indexed automatically by Indexing of Non Coded Information NCI-Documents like TIFF documents can be indexed via OCR Well formed and structured documents can be indexed automatically. Unstructured or semi-structured can be indexed be indexed automatically, but limited. Uses ABBYY FineReader highly intelligent OCR software Indexing & Classification

6. Processes PDF and plain text forms with the data capture ability of the COLDpdf and COLDtxt modules Seamless integration with ABBYY FlexiCapture, a highly scalable data capture software with automatic document classification and data extraction features. Forms Processing

7. Allows the user to store private documents of any type without the need to indexing User can use the inbox to collect required documents fast without the need to filing it in the final repository Inbox allows also to share document between dedicated users and groups by using the workgroup feature authorized users can assign or forward documents to users or groups by using the workgroup feature The data view is completely customizable User can arrange the documents by different criteria such as date, processing state, ownership etc. User can Drag & Drop any file from file systems into the inbox While using the „Print to Archive“ feature the inbox can be specified as target While using the „Mail to Archive“ feature the inbox can be specified as target Document Centric Inbox

8. Automatically captures report output from structured data Quickly indexes, catalogs and stores the content Fully customizable by a formal language Captures print streams in ASCII and EBCDIC as well as from Postscript/PDF Enterprise Report Management (COLD)

9. Finds documents rapidly Supports different techniques Searching by indexes (keywords) in RDBMS Searching according to a filing plan Searching via full text Combination of all 3 possibilities Search chaining Search definition is fully customizable Search keywords Output columns Formatters etc Data source Search can be assigned to authorized groups User is able to drag & drop files from file system into search result Searching

10. Supports many file types either native or by hosting the registered rendering application Native support for raster images like: TIFF, JPEG, PNG, BMP Renders office documents in hosted mode. No additional tedious window will be opened on the desktop. Supports Office 2003/2007/2010. Supports CAD drawings: DXF, DWG etc. Supports Microsoft InfoPath documents Fast PDF Rendering without Adobe Acrobat Reader Fast HTML Rendering with integrated Firefox, IE or Safari engines Powerful E-Mail (Mime Message) Renderer. Text Highlighting for recognized TIFF images Image Viewing

11. User can reorganize documents by re-indexing it User can reorganize documents by copy or moving it from one repository to another repository User can delete documents User can grant access to other users or groups User can mail selected documents by the native email client (Outlook, Lotus Notes or any MAPI-enabled email client) while selected documents are attached While selected documents are added as hyperlinks which gives external users the ability to access the document's. Highly customizable file plan allows you to share documents in clearly structured repositories Supports many file plans Ensures the continuity of information and knowledge over a decades Managing Documents

12. Helps the user to create documents in a team Gives the ability to trace document‘s history To avoid conflicts while editing the document is locked exclusively Supports check-In, check-out, undo check-out, show history, check-in from external copy, tag revision and mark as final. Seamless Office-Integration Document is shown embedded. User does not need to care about a windows on desktop nor about to explicitly check-in. The revision control systems hooks the close and save events, hence user will be asked and guided through the revision actions. RCS feature also allows to use the revision control for other document types like drawings, acrobat, etc. Revision Control

13. Office documents can be viewed embedded inside the client in a tab without handling further windows on the desktop. Allows the user to compare documents by opening the documents in different tabs. Reduces document download when the same document is already active. Seamless integration while editing documents through the revision control The full customizable office template pool helps the user to create new documents. The office template pool can be full customized to reflect any structure and style guides. An extended version of the office integration supports also the creation of new Microsoft InfoPath documents Office Integration

14. Gives users the ability to create temporary folders on the fly Helps to collect documents from different sources for individual uses cases e.g. litigations, large and complex offers which requires different kind of documents etc. Helps to organize documents from the user‘s task perspective as many cases are recurrent business processes, complex or long-term business processes nowadays. Virtual Folders can be shared in workgroups/teams which boosts the collaboration among different user groups. Virtual Folders are shown at your fingers in a sidekick bar, so that user can access the documents extremely fast. Virtual Folder

15. The Reminder feature gives the user the ability to be reminded on an scheduled event. The Reminder notification holds already the document need, hence the user does not start to search again for the required documents. Any Reminder has the ability to store many collections, hence the user can add or remove documents Highly customizable reminder and task management Reminders can be generated automatically based on specific events and metadata values. A powerful rule systems allows to create also tasks and to assign them to responsible persons or workgroups. It also supports deputy and escalation persons or workgroups. Reminder and Task Management

16. Extremely fast, reliable and professional archiving solution to store millions and billions of documents of any format! All documents are stored centralized. Users do not access the files directly, hence there is no risk that users delete documents. Documents are accessed via clients app, in relation to the business context and with a clear safe security policy. A retention time can be assigned to documents in different ways. Supports different WORM options to set the retention time to the physical layer Certified WORM solutions: NetApp‘s SnapLock, EMC Filelock, FalconStore WORMLock Fulfills compliance directives such as: GDPdU, GoB, SOX, Basel I+II, AO Compliant Electronic Archiving

17. Provides a policy-based management of file archiving Storage devices are used economically dependent on costs an reliability The virtual media layer allows the customer to migrate the files from an old to a new storage without much work and consistent. The virtual media layers also helps to setup and easy backup and recovery strategy, because repositories can be limited in size and organized in backup sets. The storage management support DAS, NAS and SAN storage systems. NAS systems are the better choice! They more flexible and easier to handle. The storage management supports multi tier storage layers. It handles it as storage types WriteCache, Primary Storage, Secondary Storage (=WORM) The storage policy can be controlled by Retention Time and Migration Delay. Hierarchical Storage management (HSM)

18. Enables complete, long-term and secure archiving of incoming and outgoing emails. Supports different configurations and email servers Fetching emails from MS Exchange Server‘s journal database Fetching emails from Lotus Notes Server‘s journal database Fetching POP3 or IMAP databases Listening as an outgoing mail server (SMTPD) If activated, a migration task shrinks the emails stored in the email server to free storage space which also will increase speed. The shrinked email contains a hyperlink to the archived mail which is stored in the DMS. While storing emails a duplicate email detection process is applied, which saves a big amount of storage too. Gives the ability to import PST files. E-Mail Management

19. Supports Microsoft Outlook 2003/2007/2010 Supports Lotus Notes 8.x Gives the user a smooth and fast access to migrated emails. Gives the user the ability to archive emails on demand Gives the user the ability to restore an archived email back to the emails server User is also able to transfer emails to the document inbox in DMS Agents are Add-Ins for Outlook, respectively for Lotus Notes, hence there are seamless integrated in those email clients. E-Mail Agents

20. Enables to exchange messages among the users without the need to use any traditional email server. Main benefits are User does not need to leave the DMS client User does not need to add the documents as attachments Message does not need to be routed Message is assigned to user‘s message inbox Documents do not need to be attached. By default hyperlinks are used. Message is stored in the same format as a traditional email (RFC822), hence it can be easily exchanged with external users. User is able to search by different keywords, fast and reliable. Messaging Center

21. Easy and efficient way to integrate your fax or multi-function devices in your DMS The SMTP daemon listens on the SMTP port and is ready to receive email-bases messages. Messages can be distributed to users by rules, which can be highly customized B2B automated processes can be realized By specialized rules the attachments can be extracted from the email message, captured, distributed and automatically indexed. Mail to Archive (SMTPD)

22. Gives the user the ability to print any kind of document into the DMS. By rules the data can be distributed and assigned to a dedicated user or to groups or to any other process. The print job can also be delegated to another printer after having processed the job in the DMS. Print to Archive (LPD)

23. Enables you to create, deploy, modify and manage business processes. Integrates data from multiple data sources (RDBMS, XML, etc) The Smart-Workflow guides employees through decision-making processes Helps to automate the routing and processing of tasks Custom workflow form can be created with the Active & Dynamic Forms Generate (ADF) Capturing process-related data will be easy The automatic escalation monitor ensures that time-critical process will be done in time third-party BPM/Workflow solutions can be connect via the SOA/SOAP API! Workflow - BPM

24. Offers a wide range of ways to automate your business process Auto-Import of files produced by mass-scanning process either via file system or via database Auto-Import of files produced by legacy systems which are located in databases Auto-Import of PST-files Many other auto-import processes which can be highly customized. Automation Services

25. You can create standalone and portable digital archives on mobile medias such as CD/DVD or memory sticks etc. The approach used to picking and collect the required documents is very similar to e-shopping. You will pick the documents and put it into your document basket. User can create and manage many document baskets. When creating a mobile media you only need to add the different document baskets into your mobile media and finally start the image creation process. Mobile Media

26. The core record filing system is based on a highly generic and customizable approach. The system comes with a couple of ready-to-use file structures. The most used one is the Small Business file structure, which can be extended – e.g. by modifying the file plan, changing queries or indexing forms. Through an injection approach a developer is able to create a completely new file structure. Those new usable structures are called „Project Object Templates“ which consist of: 1..n Tables 1..n Views 1..n SQL Procedures 1..n Indextypes 1..n Queries Developers can also create very individual clients by using the SOAP API Custom File Structure

27. True document‘s lifecycle support: from creation to preservation Fast and Flexible Search Engine Integrated HSM Supports High-availability clusters and server frames Offers a wide range of powerful clients Seamless Office Integration Easy to use and customizable Revision Control System Extremely customizable System Custom queries Custom index forms Custom Ad-Hoc Workflow commands Custom File Plan and filing structure Proofed Technologies which runs since many years in different sectors Summary of Advantages

28. Rich Clients (iXplorer,wXplorer,nXplorer,pXplorer) Windows XP/Vista/Win7 32Bit Linux + Apple (no Office Integration + Scanning support) Server Windows 2003/2008 Server + Windows Cluster 32Bit + 64Bit Liunx (RH, CentOS, Ubuntun, OEL) 32 Bit + 64 Bit Databases Oracle 8/9i/10g/11 + Oracle Real Application Cluster MS SQL Server 2005/2008 MySQL 5.1 or higher PostgreSQL 9.x Supported Plattforms

29. Thank You! Sandip. G Manager – Business Developments Palnar Transmedia Pvt Ltd Technopark Trivandrum Kerala, India sandip@palnarindia.com