Xerox Internal Use Only – Xerox Confidential Prepared by Towers Watson

1. Xerox DocuShare Presentation re What’s New Xerox Internal Use Only – Xerox Confidential Prepared by Towers Watson Xerox Internal Use Only – Xerox Confidential Prepared by Towers Watson

2. DocuShare Presenter: Joe Pitzel Regional Sales Manager (Canada) Xerox DocuShare Topic: DocuShare in 2011

3. Agenda • New Platform Capabilities • New Add-ons such as Lifecycle Manager, SharePoint Web Parts, eForms, and VFS Presentation • Professional Services Product Extensions

4. New Platform Capabilities Internal Use Only

5. What’s New in 6.6 Process / Usability Content rule enhancements Additional property types New licensing controls Search Relative date search Quick Search home page toggle eForms Attachments Authentication • Performance / Reliability /Administration • Content indexing by document type • Partitioned content stores • System monitoring reports • Storage efficiency improvements (for backups) • Restart background jobs where they left off • New add-ons • Over 650 ARs resolved Internal Use Only

6. What’s New in Content Rules: Better process automation Scoped Content Rules Apply content rules to collection hierarchy (applies to existing and new collections) Provides tighter end-to-end value with middleware (images & forms) ContentIntakeManager ExportsDirectory Event Trigger: Something AddedApplies To: This Container and All Levels of ContentsAction: Route Document Internal Use Only

7. What’s New in Content Rules: Expanded usage Content rule filtering on numeric types Adds comparative operators (>, <, =) Example: If “invoice_total” property > $10,000, start “big deal” routing task Content rule action for setting relative dates Set date-value property based on “TODAY” Example: Set expiration date to TODAY + 1 Year Content rule action for inheriting container permissions Content rule triggering by lifecycle events Slide 7 Internal Use Only

8. Relative date search Enables searches to be run relative to current date Also supports saved searches Addresses a common customer request What’s New in Search: Improved usability 5 Internal Use Only

9. What’s New in Search: Improved usability Quick Search home page toggle Allows switch between Quick Search and “classic” home pages Improves usability of Quick Search in mixed user environments Persists user preference (across logins) On the page footer, click Classic DocuShare Home to go to the standard home page. On the navigation bar, click Home to return to the VFS home page. Slide 9 Internal Use Only

10. What’s New in eForms: New use cases eForm Authentication Enables eForm submitter to be authenticated Required to know who submitted the form Allows any use case where the form submitter is required information such as any internal employee process such as expense reports, time off requests, performance appraisals, etc. eForms Attachments Enables attachments to be submitted with eForms Allows common use cases, such as employment applications and expense reports Additional property types Big Decimal and Long Integer – common data types Allows currency in workflows – forms Internal Use Only

11. What’s New in Performance & Reliability: Better support for mission-critical deployments Content indexing by document type Full text indexing filtered by document type Enables shorter indexing times Satisfies common customer complaints with IDOL System monitoring reports Provides common DocuShare metrics in report form Reduces support burden Storage efficiency improvements Allows for faster backups Reliable backup required for critical systems Background jobs resume from where they stopped Improves background job reliability and performance Delete and ACL operations Internal Use Only

12. What’s New in Licensing: New controls Self-service license key generation (for existing customers) Improves customer satisfaction License required for all major and minor versions Allows DSBU to definitively track who is on what version New license key feature enablement values Allows for more flexible product packaging (later discussion) Slide 12 Internal Use Only

13. New Add-ons Lifecycle Manager SharePoint Web Parts Integration eForms Internal Use Only

14. Lifecycle Manager Internal Use Only

15. Lifecycle Manager: Overview Enables policy-based document aging and lifecycle control Used for retention, archival, periodic review Compliance and ILM (Information Life-cycle Management) Can be used to manage periodic document review Can be used to control document state through a business process Provides simple document reporting Internal Use Only

16. Lifecycle Manager: Customer Benefits Reduces compliance risk by enforcing retention policies Reduces costs Storage costs by moving old content to cheaper storage Labor costs by automating maintenance tasks Improves productivity Find information faster with reporting Improve system performance by focusing on active content Reduce clutter by clearing out old content Reduce maintenance by automating retention actions Specific applications: Financial records, employee records, customer records, patient records, student records, policies and procedures, quality documentation, email, etc. Internal Use Only

17. Lifecycle Manager Internal Use Only

18. SharePoint Integration Internal Use Only

19. DocuShare SharePoint Integration • Provides seamless access to DocuShare content from Microsoft SharePoint • Browse and manage DocuShare documents, collections, workspaces, etc. • Search DocuShare and SharePoint repositories simultaneously.

20. SharePoint Web Parts Integration: Search • Provides a one bar search for finding content in DocuShare. • Provides a combined one bar search at top of the portal page for searching both DocuShare and SharePoint with the same criteria

21. SharePoint Web Parts Integration: Viewer • Shows content from collections, workspaces, and search results. • Provides access to basic DocuShare features: add new content, download, checkout and edit, change properties and permissions.

22. DocuShare eForms Add-on

23. Some eForms Uses • Accounting • Expense reports • Purchase orders/invoices • Education • Student records • Teacher certification • Healthcare • Insurance claims • Patient records • Human Resources • Employment applications • Vacation requests

24. 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

25. eForms Demo Site • Hosted on docushare.xerox.com • Provides an interactive demo experience • Click form • Fill out and submit form • View in DocuShare

26. Xerox DocuShare Virtual Filing System

27. DocuShare Virtual Filing System (VFS) Helps companies eliminate large amounts of paper-based documents, and dramatically improve response times, productivity, and compliance while saving costs. DocuShare Virtual Filing System

28. VFS Search Enablement UI:Search-centric Home Page Customtop-levelfile foldernames Search properties customized to a company’staxonomy Page always displays when user logs in.

29. VFS Search Enablement UI: Side-by-Side Viewer

30. Content Intake Manager Socket for DocuShare VFS Customized socket for DocuShare VFS: Enables high-volume intake of scanned documents Maps scanned documents to file cabinet structure in DocuShare VFS Assigns metadata (properties and permissions) to scanned documents File Cabinet Structure in DocuShare DocuShare VFS CIM Socket

31. Professional Services Product Extensions

32. Professional Services Product Extensions • Professional Services Product Extensions are repeatable and proven product capabilities that can be delivered with an SOW from DSBU Professional Services. • Professional Services Product Extension characteristics: • Repeatable, proven, technology capabilities • DSBU Professional Services required for delivery and implementation • Available via SOW from DSBU Professional Services • Supported via SOW from DSBU Professional Services • Price by Quote (SOW) from DSBU Professional Services Internal Use Only

33. Professional Services Product Extensions Scan Manager Queue Manager Metadata Reporting Digital Signatures Shopping Cart Internal Use Only

34. Professional Services Product Extensions: Scan Manager Streamlines the indexing and filing of documents scanned to DocuShare from MFPs. Single, customizable window allows users to enter document properties while viewing the document content. Internal Use Only

35. Professional Services Product Extensions: Queue Manager Enables Users to view and process document tasks from a single work queue window. Displays only the documents that require a user’s action. Administrators can view all of the documents in the work queue. Slide 35 Internal Use Only

36. Professional Services Product Extensions:Metadata Reporting • Allows an admin user to map document properties on one or more DocuShare servers to a dynamically generated database table. The extraction tool uses web services to extract the document metadata from DocuShare and save it in the custom database table so that standard database reporting tools can be used. • Allows you to report on or more DS servers • Allows mapping of DocuShare Properties to SQL database views (for SQL reporting) • Documents and Collections • Use any standard 3rd party SQL reporting tool (Crystal Reports) Internal Use Only

37. Professional Services Product Extensions:Digital Signatures Allows DocuShare users to digitally sign documents in DocuShare with a graphical signature. Internal Use Only

38. Professional Services Product Extensions:Shopping Cart Slide 38 • eCommerce-like shopping cart • allows a user to select documents in DocuShare and then proceed to "check-out". • does not include credit card or payment processing. • print, email, or download multiple documents from DocuShare at one time. Internal Use Only