1. DocuShare 2013 - Kananaskis

2. Agenda Xerox ConnectKey for DocuShare Xerox DocuShare Mobile Client
Xerox DocuShare Windows Client
Xerox DocuShare Cloud

3. ConnectKey for DocuShare
Self Developed DS EIP Connector
Single button scan options from MFP touch panel
Think ‘Invoice’ button
Simplified Scan Workflow
Place document in feed, press the correct button, and follow the prompts
Easy Configuration from DS
Configure 1-n buttons and access rules
Easily push to multiple MFPs
Button configured to a document type and a collection
Mandatory and configured properties entered at device
Content Rules on Collection automate workflow

4. How it works… Button Management

5. How it works…Define Scan Button
Xerox Internal Use Only – Xerox Confidential – Xerox Third Party Confidential – Xerox Personal Confidential

6. How it works… Device Management

7. ConnectKey for DocuShare
Availability Targets:
2nd Q 2013 (F, G, S)
All supported versions of DS (6.5 & 6.6)
EIP 1.5 – Newer machines (TBD)
Also: “Scan to DocuShare” Weblet
EIP ConnectKey apps (Weblets) technology allows for ‘real-time’ status messages to be placed on the User Interface and DocuShare information
Xerox Confidential

8. Xerox Mobile Client for DocuShare

9. Xerox Mobile Client for DocuShare -- Overview
Xerox Mobile Client for DocuShare (XMCfD) is a free iOS application, that connects to DocuShare 6.6.1, that will be available in the Apple Store in English, French, German and Spanish throughout the Western World.
Currently in the final stages of development
In House (Xerox) Beta to begin shortly
ECAT (outside Xerox) is planned after the app is in App Store but before the Mobile Connect announcement.

10. DocuShare Mobile Ecosystem...
Of course, you could always access DocuShare using your Web Browser
DocuShare works with all browsers on all devices…
DocuShare Print leverages Mobile Print and Cloud Print (Print Portal)
NOW there is a DocuShare ap for iOS devices (iPad, iPhone, iPod touch)
Xerox Branded
Specialty Features (Versioning, DocuShare print, DocuShare )
Requires DS6.6 Update 1 which has the Mobile Client Connector (MCC)
Note: The MCC also enables Zia Open-Source aps to access DocuShare
FreshDocs Mobile Ap for iOS
FreshDocs Mobile Ap for Android
General, content-management features -- NO XEROX SUPPORT!!!
4/8/2011
Xerox Confidential

11. Xerox Mobile Client for DocuShare -- System
Requires the Mobile Client Connector (MCC), installed via DS Update 1, on the server to provide the connection between the App and the DocuShare server.
Xerox
Mobile
Print
DocuShare
Print and
(add-on)
Mobile Client Connector
(CMIS-based)
Xerox
Mobile
Client for
DocuShare
Update 1
DocuShare v 6.6.1

12. Xerox Mobile Client for DocuShare -- Overview cont’d
We intend to have an Android version of the app but have no firm plans at this time.
XMCfD will be part of an Open Source program to encourage the evolution of the application outside of DSBU  extension of DSDN
XMCfD Key Functionality
Browsing DocuShare folders and documents
Viewing of supported documents (e.g. PDF, MS Office, etc.) in the app
Uploading new versions
Search
DocuShare Print and (if the server has it installed)
Working Offline
DocuShare URLs

13. Xerox Mobile Client for DocuShare
4/8/2011
Xerox Confidential

14. Access Documents
4/8/2011
Xerox Confidential

15. Print multiple docs with Mobile Print
4/8/2011
Xerox Confidential

16. Standard Mobile Print Pick-up
4/8/2011
Xerox Confidential

17. Or, Open a Doc to Xerox Print Portal
4/8/2011
Xerox Confidential

18. List of Mobile Client Capabilities
Connect to multiple DocuShare Servers (requires DS 6.6.1, Update 1 )
Navigate folders
Search for content: entire site, or within any specific folder
View documents
Open documents in other apps (including Xerox Print Portal)
Upload new document versions
View properties; Edit properties
Delete documents and folders
Create folders
Upload documents, photos, or videos
Take photos and videos
Record and upload audio
documents and folders: Direct from device, or using DocuShare
Print documents and folders: Direct from device, or using DocuShare
Display and “Go to” URL objects
Download documents (to on-device storage)
Manage “Downloads” storage area: view or delete documents

19. DocuShare 6.6.1 Update 1 Update for DocuShare 6.6 customers:
Includes Mobile Client Connector
Several bug fixes (standard process)
New EULA (small change in EULA terms)
REQUIRED for use of Mobile Client  availability BEFORE mobile client

20. eForms and Mobile
Reduces cycle times – dramatically for distributed and field processes
LO provides a mobile portal for forms access and filling, and LO workflow participation
Access it from an iPad
It recognizes device and just works
Combine with Mobile support from DS
DS Web in Safari
Xerox Mobile Client for DS
Support for URLs for form requests from DS
Access and annotate submitted forms
Xerox Confidential

21. DocuShare Windows Client

22. Overview Next generation Windows Client for DocuShare 6.6
Replaces the current DocuShare Client.
Leverages innate Windows integration
Supports the most common Windows Client use cases.
Focus on providing desktop-integration features
Does not replicate all web client capabilities
Improve the usability, reliability and performance of the most commonly used Client features.
Available Q3 2013

23. High level functionality
DocuShare 6.6
Windows Explorer integration Navigation via Explorer tree view; drag and drop documents and folder hierarchies
Application integration Open and save content from desktop applications using native interfaces

24. Windows Client UI

25. Technology approach Network Redirect
DocuShare appears as an external drive to Windows
Automatic integration into File Open and Save As menus for all Windows applications
Leverages innate Windows capabilities
Relies on Windows for most file handling  drag and drop

26. Platforms Operating systems Windows 7 (32- and 64-bit)
Windows 8 (64-bit)
Remote Desktop Edition
Windows Server 2008 R2 (64-bit)
Windows Server 2012 (64-bit)
Citrix
XenDesktop 5.6 (post release)

27. DocuShare Cloud Services

28. Topics ECM in the cloud: Value, trends, and attitudes
DocuShare Cloud offerings
Cloud infrastructure
Configurations and options
Pricing
Customer support

29. Why ECM in the cloud?
Cost savings – Reduce infrastructure and deployment costs
Flexibility – Scale up or down as demands and needs change
Security – Prevent unauthorized data access and loss of critical data
Reliability – Leverage high availability and redundant computing platforms with failover
Compliance – Meet regulatory requirements through secure data storage
Focus on organizational objectives – Outsource the installation, updating, and maintenance of critical applications and hardware

30. Cloud types
Public cloud—provides all of the infrastructure and services through a cloud services provider
Shared infrastructure; pay as you go; limited security and customization; generally cost-effective
Private cloud—provides all of the infrastructure and services on a private network
Resources are dedicated to a single organization; secure; customizable; larger investment
Hybrid cloud—provides both infrastructures
Combines the benefits of both clouds to meet different organizational needs
Public cloud vendors: Box, Dropbox
Private cloud vendors: ECM vendors, including DocuShare
Hybrid cloud vendors: DocuShare
Xerox Internal Use Only – Xerox Confidential – Xerox Third Party Confidential – Xerox Personal Confidential

31. DocuShare Cloud Services
Combines DSBU-proven expertise in content management with Xerox Services hosting expertise.
Provides cost-effective and reliable service delivery infrastructure to enable seamless delivery of a total solution to the end customer.
Delivers 24x7, global accessibility.
DocuShare
Digital Filing
DocuShare
Invoice Processing
DocuShare
Contracts Management
DocuShare
Employee Onboarding

32. Cloud infrastructure Xerox Services Core Tools (XSCT)
Provides virtualized cloud infrastructure
Maintains virtual machines, including operating system, antivirus software, network security
Performs backups
DSBU Hosting Team
Installs, licenses, and configures DocuShare
Installs non-standard databases
Performs database tuning

33. Security
Data Center Security: Systems located in private Xerox data centers
Network Security: Network continuously monitored and protected by redundant firewalls
Data Security and Availability:
Uses 256-bit domestic and 128-bit international SSL encryption to protect customer’s data as it leaves data center
Data stored on highly redundant storage systems
System Security: Uses tightly controlled passwords on servers and network equipment
Infrastructure Support: Expert team provides 24x7 services for cloud, server, network management, monitoring, backups, and system maintenance

34. eForms and Live Cycle Manager Overview

35. Electronic Forms: Efficient collection and management of information
Most business processes rely on paper- based forms, such as expense reports, employee records, and credit applications.
Completing and processing paper forms is time-intensive, error prone, and expensive.
Today’s economy requires organizations to reduce operating costs and improve efficiencies within the framework of their existing infrastructure.

36. Electronic Forms: DocuShare eForms add-on
With DocuShare eForms you can replace your existing paper forms with electronic forms that are accessible from the Web.
Users both within and outside your organization can complete the forms and submit them to DocuShare CPX, where users can:
Search for and access forms 24x7, from any location
Secure forms by applying permissions that control access
Automate forms-driven business processes through document routing

37. 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

38. 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 38

39. Lifecycle Manager
Internal Use Only 39

40. Lifecycle Manager: 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, , etc.
Internal Use Only 40