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SharePoint Imaging

SharePoint Imaging. What is Document Imaging. Scanning of paper into “electronic document” “Index” document Application of metadata Store in a repository or “Electronic Filing Cabinet” Search Metadata SharePoint Display document Workflow. Document Imaging History.

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SharePoint Imaging

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  1. SharePoint Imaging

  2. What is Document Imaging • Scanning of paper into “electronic document” • “Index” document • Application of metadata • Store in a repository or“Electronic Filing Cabinet” • Search • Metadata • SharePoint • Display document • Workflow

  3. Document Imaging History • 1980’s several vendors started scanning paper • Proprietary workstation hardware • Proprietary repositories • Proprietary database • Expensive to purchase • Expensive to maintain • High barrier to entry, risky, long ROI

  4. Document Imaging History • Microsoft releases SPS 2001 • KnowledgeLake Implementing “another” imaging solution • KnowledgeLake recognized opportunity to use SharePoint as a repository • KnowledgeLake created the components to make SharePoint an Imaging solution

  5. Document Imaging Case Study • 6 Week Deployment • Scan & index > 4,000 images / day • 263,000 in 3 months with two Scanners • Retrieval time from 15 minutes to < 5 seconds • Today expanded to related documents, Risk Management, Loan Documents and growing • SharePoint replacing Intranet www.knowledgelake.com/casestudies

  6. KnowledgeLake Imaging Product Suite

  7. KnowledgeLakeConnect File without opening SharePoint Client KnowledgeLakeCapture Client Batch Scanning SharePoint Aware Save & Index Email Electronic Files TWAIN or ISIS Scanners PDF, TIF & XPS creation Save & Index any Document Paper Files - Scan OCR (full text & zonal) Barcodes & Patch codes Auto Index- KLImaging Scalable SP Release Auto Index-KL Imaging Managed by SharePoint How all the KnowledgeLake components fit together KnowledgeLake Branch Capture Server Client Search Index WSS or MOSS 2007 WSS or MOSS 2007 KnowledgeLakeImaging Server Lets examine each in detail. Auto Index - DB Lookup Throttle & Schedule Remote Capture Portal Portal Cache Search Results Export Import Collaboration Collaboration Viewer - TIF, PDF, JPG Content Mgmt Content Mgmt Content Mgmt Viewer Annotations Workflow Workflow Workflow Integration Business Intelligence Business Intelligence Print from Server KnowledgeLakeCapture Server Server Web Content Mgmt Web Content Mgmt DocClassforAuto Filing Batch Management MFD/Fax Integration Web Capture & Indexing OCR (full text) Folder Monitoring CSV & XML Import

  8. Imaging Server: Enhance SharePoint • Extends MOSS / WSS as imaging “repository” • KnowledgeLake Document Class • Consolidates • Sites • Libraries • Content types • Metadata columns • Configured on SharePoint • At the library

  9. Imaging Server: Enhance SharePoint • Search web parts • Create saved search templates • Search multiple libraries (WSS Limitation) • KnowledgeLake Viewer • View scanned image in TIFF, JPEG, PNG formats • No need to download a local copy of image • Annotations, stamps, bookmarks • Send URL Links • Initiate workflows

  10. Imaging Server: Enhance SharePoint • Index • Enterprise wide indexing schema configured on SharePoint • Eliminates need for users to understand different sites, libraries and content types for saving documents. • Scan • Users can scan directly from a document library using local desktop scanner (ad hoc) • View scanned image before release to SharePoint • Index document

  11. Imaging Server: Enhance SharePoint • Print • Print documents from within SharePoint without having client software for document • Export • Export documents and meta-data based on query results • Complete SDK

  12. Capture: Batch Scanning • Desktop application • High-volume batch scanning and indexing • “Point and shoot” OCR • Zonal OCR for forms processing • Key-from-image indexing • ODBC lookup • validation / indexing • Image processing features • despeckle, deskew, blank page detection

  13. Capture: Batch Scanning • Save as TIFF, PDF and XPS file formats in SharePoint • Barcode support for indexing and/or document separation • Directory watching (support for Multi-function devices) • Supports Kofax VRS and Kodak Perfect Page • Image clean-up applications

  14. Capture – User Interface Office 2007 like ribbon Meta-data indexing Document Image Batch Information Messages / errors

  15. Connect : Desktop integration • SharePoint integration for any desktop application • Ensure documents are indexed with proper meta-data • Capture documents with attached desktop scanner • Outlook integration • Save Outlook e-mail messages with attachments directly to SharePoint library

  16. Connect : Desktop integration

  17. Capture Server • Scripted server-based batch management / processing • Image Cleanup • Despeckle, deskew, border removal, rotate • OCR • Barcode • Indexing Validation • Secure indexing with browser interface • Batch import – network directory watching

  18. Capture Server

  19. Branch Capture Server • Used for remote offices with limited or unreliable connectivity • Uses a “caching” mechanism so documents can be captured at full scanner speed • Schedule time and bandwidth to transfer batch data to Central Office • Batch import jobs for multi-function devices • Can run on workstation or light-duty server

  20. Branch Capture Server

  21. Questions? Thank You! Jonas Sostakas RCM Technologies 700 Tower Drive Suite 610 Troy, MI 48097 (248) 687-5639 jonas.sostakas@rcmt.com

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