EDMS User Group Meeting 1/15/2015 Room 425 ITD Building

Agenda Content Navigator Benefits vs. WorkplaceXT Viewer comparison Q & A Forms PoC update ILINX Import ILINX Upgrade – update and Q & A FileNet Case Manager Business Process Modeling tool discussion

Benefits vs. WorkplaceXT Single Sign-on Desktops – allows customization from agency level down to division/department level Searches Users can build and share with whomever they want Favorites Make Favorites for objects and searches Ability to sync between Mobile client and with NMO Content Navigator

CN Mobile Free application that will allow mobile users access to FileNet from anywhere they can connect to the internet. Currently does not work with Single Sign-on. Navigator Microsoft Office Same integration with new synching of searches and favorites Plugins Added functionality that can be built or purchased. Some examples: Warning Banner for DHS FTI Riptide – print application

Content Navigator Plugin example: DHS Warning Banner prior to getting access to the desktop.

Content Navigator Thumbnails and Properties visible in search results Drag and Drop Print from Navigator Right click an object in Search results and Print is an option. Important to note that annotations won’t print from this method, only when printing from the viewer. Download multiple files into a.Zip file Likes, Comments, Download Counts

Content Navigator Viewers Applet – Java Same features and functions as today with added functionality for Navigator Virtual – HTML Eliminates java dependencies for the viewer Printing is a whole new process Currently custom stamps and annotations can’t be added. IBM is working on this.

Content Navigator Recommendations Start moving users to Content Navigator Can be deployed to users at your discretion. You pick who and when. Take advantage of Single Sign-on Continue using the java based viewer in Production while continuing to test with the Virtual Viewer Custom annotations and stamps not working in Virtual Viewer Printing has some bugs right now in Virtual Viewer. Get users used to the new interface and the viewer switch can happen whenever the bugs are worked out.

Forms Proof of Concept Goal is to be done with PoC by April 1 st Liquid Office maintenance renews in April and if we decide to make a change time will be needed to convert forms. IBM Forms and Forms Experience Builder IBM came onsite to do some training Currently working on questions with IBM Converting LO forms is not easy. Working with IBM to see if there are ways to improve the process. Working on setting up a form for mobile devices IBM PoC ends February 13 th

Forms Proof of Concept Adobe AEM ITD has played with the designer so far Server is being setup for doing lookups, stored procedures, etc. Converted a LO form – Had to print to.pdf, import into Adobe, and add the fields. Calculations do not come across. HP Liquid Office Working with Binary Office and HP to get setup

ILINX Import Plugin to Outlook Desktop client install and a config file Ability to do lookups Convert s to tiff or pdf Licensed per mailbox Can be for a worker’s Inbox or for something like a Fax Line Inbox. $71 one time cost per mailbox and $3.60 per month

ILINX Upgrade Scheduled for Sunday, January 18 th

FileNet Case Manager This is the direction for FileNet BPM We currently own 10 licenses and are working on getting it setup. IBM Case Manager Resources Case Manager and Navigator short demo videos Case Manager Redbook

Business Process Modeling Tool Many moons ago we used Graham Charting Great tool and discipline, just doesn’t transfer into a workflow solution There is a need for this tool… The question is are people interested in looking for solutions? Interest was indicated and more information will be gathered and shared.

Q & A Google Chrome issue with the.pdf viewer Tax has noticed that a fillable pdf form has problems displaying dates and printing them. User fills in a date and it looks normal – 12/25/2014 Tab out of the field and it displays – 00/00/2014 Printing also shows the date as 00/00/2014 If you go back to the field the date is correct, but it will not display correctly or print correctly. Last post we could find was 8/5/2014 where Google acknowledged the bug and was working on it. No other agencies have reported seeing this.