Converting Third-Party Imaging Systems

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Presentation transcript:

Converting Third-Party Imaging Systems to FileNET Presented by Softech & Associates, Inc. Softech & Associates, Inc.

To allow the customer to optimize their use of the FileNET system The Goal: To allow the customer to optimize their use of the FileNET system Softech & Associates, Inc.

Steps in the Conversion Process Feasibility Study & Analysis Data Extraction Conversion & Import Post Conversion Activities Application Conversion Softech & Associates, Inc.

Feasibility & Analysis Can the images be converted? Application & Workflow issues Softech & Associates, Inc.

Feasibility & Analysis Image Conversion Issues Image format--proprietary or standard? Indexes--number and type Number of document types Text pages Image pages documents Folders Annotations & Notes Softech & Associates, Inc.

Feasibility & Analysis Image Conversion Issues What type of source media? What type of database? How much of the data to convert? Application issues affecting image conversion Softech & Associates, Inc.

Feasibility Analysis Data Preparation Image-level vs. document-level IDs Annotations, overlays, folders, queues Softech & Associates, Inc.

Work-in-Process Conversion Plan Feasibility Analysis Work-in-Process Conversion Plan Softech & Associates, Inc.

Technical Information for conversion Feasibility Analysis Technical Information for conversion Softech & Associates, Inc.

Feasibility Analysis Technical Information Published documentation Technical support lines Vendor-supplied utilities Softech & Associates, Inc.

Softech & Associates, Inc. Feasibility Analysis Work-in-Process Plan Softech & Associates, Inc.

Softech & Associates, Inc. Data Extraction Softech & Associates, Inc.

Softech & Associates, Inc. Data Extraction Images Index Information Softech & Associates, Inc.

Data Extraction Approaches Write a script to retrieve the images and database information Cleanest approach Extraction must be monitored Can be lengthy process Softech & Associates, Inc.

Data Extraction Approaches Vendor-supplied Tools Speed Need to parse data if tool does not separate into blocks Softech & Associates, Inc.

Data Extraction Approaches Read Images Directly from Opticals Platters removed from production environment Difficulty in obtaining drives Softech & Associates, Inc.

Softech & Associates, Inc. Data Extraction Tracking the data Softech & Associates, Inc.

Softech & Associates, Inc. Data Extraction Audit Trail Softech & Associates, Inc.

Softech & Associates, Inc. Conversion & Import Softech & Associates, Inc.

Softech & Associates, Inc. Conversion & Import Image Conversion Database Conversion Commit to opticals Softech & Associates, Inc.

Softech & Associates, Inc. Conversion & Import Compatible System Setup SSN Reserve document IDs Reserve surface IDs Softech & Associates, Inc.

Softech & Associates, Inc. Conversion & Import Image Conversion Index Conversion Extraction of Annotations & Folders Extraction of Work-in-Process Information Exception Handling Softech & Associates, Inc.

Softech & Associates, Inc. Post-Conversion Restoration of Annotations & Folders Population of Work-in-Process Softech & Associates, Inc.

Application Implementation Rewrite application Maintain current interface, replace back-end Softech & Associates, Inc.

Application Implementation Rewrite Application Opportunity for architectural review Improve application integrity Take advantage of FileNET features Time-consuming, but can be done in parallel with data conversion Softech & Associates, Inc.

Application Implementation Current Interface, New Back-End Less costly: Development Time Training Impact on Morale $$ Faster Loss of Flexibility Feasibility? Softech & Associates, Inc.

Softech & Associates, Inc. FileNET Softech & Associates, Inc.

Converting Third-Party Imaging Systems to FileNET Softech & Associates, Inc. Softech & Associates, Inc.