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Kofax Capture 8.0 Overview

Kofax Capture 8.0 Overview. Re-branding and re-packaging. Some familiar component have new names:. Note, You may see some paths have changed to reflect the new names. Kofax Capture 8.0 Features. General Improvements Platforms and File Types Streamlined Operation

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Kofax Capture 8.0 Overview

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  1. Kofax Capture 8.0Overview

  2. Re-branding and re-packaging • Some familiar component have new names: Note, You may see some paths have changed to reflect the new names. Kofax Capture 8.0 Overview

  3. Kofax Capture 8.0 Features • General Improvements • Platforms and File Types • Streamlined Operation • Improved Staging and Deployment • Dev -> Test -> Production • Enhanced Security • Operator Efficiency • Customization • Kofax Capture Enterprise • Disaster Recovery • Oracle & DB2 Support • SNMP Monitoring Kofax Capture 8.0 Overview

  4. Platforms and File Types

  5. Platforms and File Types • Supports Windows Vista Business and Enterprise Editions • 32 and 64 bit • Applies to Kofax Capture 8.0 Stand Alone and Client • PDF/A-1a for PDF Text and Image • PDF/A-1b for PDF Image Only Kofax Capture 8.0 Overview

  6. Streamlined Operation

  7. Admin Copy/Paste • Admin Copy & Paste • Setup Objects • Batch Classes • Folder Classes • Document Classes • Form Types • Zones • Expedites Setup Process • No need to reenter repetitive setup information Kofax Capture 8.0 Overview

  8. Admin Copy/Paste Zone Optimization • Copy/Paste Zone Optimization • Multiple paste operations remember prior offset • Automatically creates new index zones • Expedites Setup Process • Easily create many zones in geometric patterns • Speed setup of complex, repetitive forms Kofax Capture 8.0 Overview

  9. Field Type Shortcuts • Field Type Shortcuts • Create field types from where they are used • Speeds field creation Kofax Capture 8.0 Overview

  10. Improved Release Scripts • Improved Text Release Script • Custom File Name Support • Document ID or Custom Index Field • Automated Folder Hierarchy Creation • Based on Index or Folder field values • Eliminates need to customize • More Efficient Database Release Script • Use ADO instead of DAO • Optimized queries Kofax Capture 8.0 Overview

  11. Scanner Configuration • Add Scanners Within Kofax Capture • Default VRS / Driver settings optimized for Kofax Capture • AIPE (Image Cleanup) automatically enabled • VRS and non-VRS sources created • Reduced Client Configuration Time Kofax Capture 8.0 Overview

  12. Scanner Profiles • Scanner Profiles • Scanner profiles are now associated with a scan source • The scanner profile dialogs only display profiles associated with the currently selected scan source • If scan source is a VRS source, VRS settings profile is automatically saved with the same profile name • Benefits • Increased flexibility for heterogeneous environments Kofax Capture 8.0 Overview

  13. Scanner Profile Management • Centralized Scanner Configuration • Scanner profiles (including VRS profiles) can be optionally shared • Set on one station, use on the rest Ascent Server Kofax Capture 8.0 Overview

  14. Scanner Profile Management Remote Site • Centralized Scanner Configuration • Scanner profile sharing extends to Kofax Capture Network Server Remote Sites Central Site Remote Site Remote Site Remote Site Remote Site Kofax Capture 8.0 Overview

  15. Rubber Band OCR • Rubber Band OCR • Interactively trigger OCR in Validation • Benefits • Simplify Setup on rarely used form types • No zone template or recognition server • Speed data-entry on Non and Semi-structured documents • Speed correction of registration errors Kofax Capture 8.0 Overview

  16. Rubber Band OCR – Advanced Configuration • Rubber Band OCR • Customize options in batch class properties dialog • ICR, OCR, Language Tuning Kofax Capture 8.0 Overview

  17. Batch Manager Improvements • Multi-Batch Unreject Feature • Expedites handling system issues • Such as back-end ECM system failure • Reduces overhead of system administration Kofax Capture 8.0 Overview

  18. Release at Remote Sites • Release at remote sites • Benefit • Adds flexibility to choose release location • i.e. each remote site releases to its own repository Kofax Capture 8.0 Overview

  19. Improved Staging and Deployment

  20. Staging Enhancements • Save/Restore • Batch Classes • KCNS Profiles • User Profiles • Separate or linked • Automatic Substitution • Substitute configuration values and paths during import • Image Path • Custom Data • Release Script Setup • Dictionary File Path <ACConfig> <AdminDataSubstitution> <Replace Old="<Old Value>" New="<New Value>" /> </AdminDataSubstitution> </ACConfig> Kofax Capture 8.0 Overview

  21. Enhanced Security

  22. Enhanced Security • Kofax Capture Network Server Improvements • Protocol • WebDav no longer required for file transfer • HTTPS with client and server side certificates supported • Authentication • Basic Authentication • Integrated Windows Authentication (IIS only) • WebSphere • No need to access file share from Web Server • Non-Admin users can run without special permissions Kofax Capture 8.0 Overview

  23. Operator Efficiency

  24. Lock Down Toolbars and Panels • Lock Down Toolbars and Panels • Ensures consistent user experience • Lessens support burden Kofax Capture 8.0 Overview

  25. Selectively Block Menu Items • Selectively Block Menu Items • Block Menu, Toolbar, Buttons • Dynamic and Customizable through “BlockFunction” and “RestoreFunction” method calls • Benefits • Reduce Support Burden • Block unneeded operations • Eliminate erroneous uses • Improve Compliance Policies • Guarantee limited/customized subset of operations • Enhanced Business Process Flexibility • Dynamic availability of operations based on user, batch class, form type, etc. • Granular user permissions Kofax Capture 8.0 Overview

  26. Selectively Block Menu Items • Selectively Block Menu Items • Sample Compliance Rule He can’t delete Delete She can Kofax Capture 8.0 Overview

  27. Customization

  28. .Net Scripting • .NET Scripting • Alternative to SBL • Combines power of .NET with ease of use • Familiar development environment Kofax Capture 8.0 Overview

  29. Multiple Workflow Agents • Multiple Workflow Agents • Batch can be configured to execute multiple workflow agents • Benefits • Each agent can perform a specific function • Facilitates code re-use and debugging Kofax Capture 8.0 Overview

  30. Batch Name Generation • Batch name format pattern is customizable • Simplifies sorting • Naming convention tailored to job • Two options: Option 1 - Through Administration Option 2 - Through new “BatchNameCreator” class available to OCX developers Kofax Capture 8.0 Overview

  31. Batch Routing Auto Policy Clerks Home Policy Clerks Recognition Server Scan Workflow Agent Los Angeles • Batch Routing • New API’s allow WF agents to assign access to batches in progress • Set through “GrantUserAccessToBatch” and “GrantGroupAccessToBatch” method calls • Only the granted user/group can process the batch in the next queue • Granted access rights can be removed in Batch Manager • Benefit • Increased security through improved access control • Increased efficiency through operator specialization Kofax Capture 8.0 Overview

  32. Kofax Capture Enterprise

  33. Kofax Capture Enterprise • All Features of Kofax Capture • Kofax Capture Enterprise 7.5 Features • Enterprise High Availability Bundle • Multiple Instance Support • WebSphere Support (Kofax Capture Network Server) • Terminal Services and Citrix Support • New Kofax Capture Enterprise 8.0 Features • Disaster Recovery • Oracle/DB2 Support • SNMP Monitoring Kofax Capture 8.0 Overview

  34. Disaster Recovery

  35. Load Balancing • Load Balancing • Dynamic or static remote site upload Remote Sites Los Angeles • Remote Site Download • All central sites checked for available work New York Kofax Capture 8.0 Overview

  36. Business Continuity • Business Continuity • Central site lost • All work routed to remaining central site(s) Remote Sites Los Angeles New York Kofax Capture 8.0 Overview

  37. Data Retention • Data Retention • Batches always in 2 places • Batches are retained on remote site for a configurable replication period. • Statistics and tracking kept • Scalable • Scale up server and site count Primary Los Angeles File replication via 3rd party SW Secondary New York Kofax Capture 8.0 Overview

  38. Disaster Recovery – Enterprise with DR Production License • In production • Both sites share production license • If production server fails • Both sites switch to backup license • If production site fails • Alternate switches to backup license • Backup License • All system and station licenses from the main configuration • Contains some amount of annual test volume plus one-time-use volume in case of disaster • KPSG engagement recommended Los Angeles Backup License New York There is no concept of an HA or DR license. Only a single backup license used for both cases. Kofax Capture 8.0 Overview

  39. Oracle / DB2 Support

  40. Oracle / DB2 Support • Oracle/DB 2 Support • Leverage Existing Infrastructure and IT Resources • Multiple platform support • Windows, Linux, Unix • Supports storage of all batch data • No need to install built-in (SQL Express) database • KPSG engagement recommended Kofax Capture 8.0 Overview

  41. SNMP Monitoring The Simple Network Management Protocol (SNMP) is part of the internet protocol suite and is used in network management systems to monitor network attached devices for conditions that warrant administrative attention. -wikipedia

  42. Integrated Monitoring & Reporting Los Angeles • SNMP Monitoring • Information Exposed • Application / Service Status • Running/ Not Running • Batches, Documents, Pages processed • Current batch information • Log Items • Queues and # of batches in each queue • Benefits • Monitor system health • Ensure service level requirements • Handle exceptions quickly Secondary SNMP Monitoring Primary New York Kofax Capture 8.0 Overview

  43. SNMP Monitoring - Customization • SNMP traps can be triggered using workflow agents • A trap allows the agent to report an issue to the monitoring application • For example a workflow agent may generate a notification message when routing a batch to QC We have a problem here! Kofax Capture 8.0 Overview

  44. SNMP Monitoring • Use existing commercially available SNMP monitoring application • -or- • Kofax provided application Kofax Capture 8.0 Overview

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