1. Accounting & Financial Services OOA & UCDHS Electronic Document Management System July 2008 Project website: http://accounting.ucdavis.edu/projects/edms/http://accounting.ucdavis.edu/projects/edms/ Questions: edmshelp@ucdavis.edu

2. Accounting & Financial Services Agenda Software overview Client / Server specifications Scanner capabilities Software & hardware planned Image formats & resolution Recognition options Index metadata User interface Technical details on software capabilities APIs Web services Integration into existing systems

3. Accounting & Financial Services Software Kofax Ascent Capture (v7.5) ◦Manages scanning and importing of documents ◦Utilizes Virtual ReScan (VRS) to improve image quality post-scan ◦Multitude of recognition tools to assist with indexing of documents ◦Integrated database lookups to validate manually entered index values

4. Accounting & Financial Services Software Oracle IPM ( formerly Stellent 7.5 ) ◦Manages document storage and retrieval ◦Integrates with Kofax via I-Linx release script ◦Allows web retrieval of documents using pre- defined searches ◦Maintains document indexes as meta-data in Oracle database tables ◦Documents are saved in TIFF format ◦Utilizes Active Directory security

5. Accounting & Financial Services Client Specifications Dual-core CPU 2 GB RAM 120 GB Hard DriveWindows XP Oracle IPM web plug-in: Microsoft IE* USB 2.0 port required for scanner

6. Accounting & Financial Services Server Specifications 2 dual-core processors4 GB RAM1 GB Dual NIC’sWindows Server 2003 SP2 StandardWindows IIS v6.x for web20 GB Boot Partition70-500 GB Storage Partition USB 2.0 Port required for Kofax server - hardware dongle

7. Accounting & Financial Services

8. Scanning Capabilities

9. Accounting & Financial Services Recognition Options

10. Accounting & Financial Services Index Metadata Stored in Oracle database Contains link to actual image file Integration with business systems enables one-entry / multiple-retrieval of indexes Limits of Kofax = Limits of the database

11. Accounting & Financial Services User Interface Kofax Scan Documents Pages

12. Accounting & Financial Services User Interface Kofax Validation Indexes

13. Accounting & Financial Services User Interface Kofax Administrator Batch classes Index fields

14. Accounting & Financial Services Saved searches Search criteria Custom parameters Oracle IPM Search User Interface

15. Accounting & Financial Services User Interface Oracle IPM Results Displays indexes Can view multiple documents at once Index modification Email / Print

16. Accounting & Financial Services User Interface Oracle IPM Image Zoom Rotate Image controls: Text Highlight Arrows / Lines Redaction Stamps Annotations:Print

17. Accounting & Financial Services User Interface Oracle IPM Service Manager Statistics Service logs Service Status:Restart Services All IPM server status, not just local machine Server Status

18. Accounting & Financial Services User Interface Oracle IPM Admin Client Create / Modify searches based on existing fields Search Builder

19. Accounting & Financial Services User Interface Oracle IPM Admin Client Make use of ActiveDirectory security Assign galleries and searches depending on role Security

20. Accounting & Financial Services User Interface Oracle IPM Admin Client Define storage type – magnetic, CD, SAN Define location of said storage type Volume migration Storage Mgt.

21. Accounting & Financial Services Integrations DaFIS DS Hyperlink to image Security controlled by DaFIS DS Campus-wide Web API

22. Accounting & Financial Services Questions and Answers