opti x presentation

8/17/2019 Opti x Presentation

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Product overview


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network diagram


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what is Optix?

• Optix is a cross-platform, web-enableddocument management system

• Complete solution– Document management, document imaging, content

search, electronic workflow

• Quick and easy to deploy

– Design document management and workflowapplications using drag and drop

– ll components engineered to work together


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Optix 5.5 screen shots


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mindwrap - creators of Optix

• mindwrap was founded in !"##

• De$eloped the first %C&'(&-based

document management software• )arly adopters of graphical workflow, web

• Optix now in $ersion *


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representative customers


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how can you use Optix?

• +se Optix to store, retrie$e, and managedocuments

• Control access to documents and track andmanage changes

• Capture business knowledge and make itsearchable and shared

• utomate business processes to impro$euality and reduce costs


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typical applications

• eneral business

– .uman resources

– &urchasing

– Correspondence– Contracts

– Customer ser$ice

• .ealthcare and /iotech

– /illing support

– &atient records

– 0ew Drug pplications

• )ducation– dmissions

– 1tudent records

– %eacher certification• o$ernment

– 2and records

– /uilding permits

• +tilities

– )ngineering drawings

– 3egulatory documents

– &rocedures

– )n$ironmental permits


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how is Optix dierent?

• 4astest out-of-the-box solution– (mplements in days and weeks instead of months

– 5ost systems reuire no programming

– Click and install software

• .ighly integrated– true product, not merely a toolkit

– mindwrap de$eloped its own scanning and imaginginterface

– mindwrap de$eloped its own workflow software

– )$ery component is fully integrated, third-party toolsintegrated at the library le$el and use common systemadmin tools


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how is Optix dierent? (cont

• +ser customi6able– 5ost customi6ation $ia +( tools, without

programming

– (ndex and uery interfaces customi6able usingpro$ided application generator tool

– 7orkflow de$elopment tools $ia graphical routebuilder 8drag-and-drop routing9

– 7orkflow routing slips defined using same tools asindex screens


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• )xtendable– 1cripting is at the heart of Optix:

– dditional functionality added through O2)utomation 8pplescript on 5ac9

– Custom ueues and workflow acti$ities make it easyto integrate third-party software and special userinterfaces

– 7orkflow can be extended through programming

– C and ;a$a &(s to enable de$elopers to createcustom interfaces


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• 5anageable– .igh le$el of integration allows all functions to run on

single ser$er with common administration

– 1ystem architecture eliminates most desktopadministration

• 1calable– Optix scales from a few users to thousands of users

– (ntelligent application partitioning allows web,application, and database ser$ers to be on the samesystem, or different systems

– Dynamic licensing frees ser$er resources when not inuse


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product diagram


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Optix modules

Document

Management

ImagingWorkflow

Web

Content

Search

COLD/

ERM

Database

Publisher

• Optix is modular

• /ase module<document

management

• dd-on modules<

– 7orkflow, web, imaging,content search, CO2D,publisher

• /uy functions that youneed


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document management

• +ser-defined indexing and retrie$al screenforms

• ny desktop file can be stored in Optix• Optix launches desktop application on

download to workstation

• Optix supports image and =52 file types

nati$ely


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document management

(cont• Optix repository

– 5anages !>s of millions of files

– 5anages %erabytes of information

• (ncludes re$ision control and documentcheck-in'check-out

• 1ophisticated security allows you to control

access to documents– (ncludes index-le$el security, traditional three-le$el

8+0(=-model9, and ccess Control 2ist 8C29


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Optix application generator

• t the heart of e$eryOptix system - uniuelyOptix

• De$elop index andretrie$al applications forOptix $ia drag-and-drop

• De$elop workflowrouting slips for Optix

• +pload screen to ser$erto create databasetables


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representative screens


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work!ow

• &rocess workflow based on 7f5C model

• raphical route builder to define workflows

using drag and drop• pplication generator tool to define routing

slips

• 1upports rules-based, parallel, sub-process

routing• 3oles-based 8pools9 and dynamic routing

based on external rules


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we"

• %hin-client access to Optix repository

• &ro$ides'supports multiple web

technologies– ;a$a A )) using ser$lets, ;1&s, and applets– C( using .%52, C(s, applets

• )asy to deploy

• Core Optix functions– Biewing, printing, annotations, browser upload,

foldering, core workflow


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content search

• Content based search– 1earch by document content

• %ext search– /oolean, exact phrase, proximity searches

– 1temming and stop words

– Content extraction through extensible filters 8517ord,7ord&erfect9

– +se OC3 to extract text from scanned documents• =52 search 8Optix *9

– 1earch by tag and attribute

– &ath and tree search


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#O$%&')

• )nterprise report management ' CO2D– 1tore and manage mainframe report output

– Displays text output on graphic forms• reenbar

• (n$oices

• 7-A forms


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data"ase pu"lisher

• Create stand-alone copies of Optixrepositories

• nytime, anywhere a$ailability ofdocuments

• +se in con?unction with Optix 1ingle-+ser)dition


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other optional modules

• (nbound fax ser$er

• &C( scanner board for &C and 5ac

workstations– 1upports 4u?itsu $ideo interface

• &( 2ibraries

• Optix 1ingle-+ser )dition

• 1canner (nterface 5odules


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professional services

• (nstallation and training– Onsite training

– mindwrap classroom training

• Consulting– 7orkflow analysis and de$elopment

– )35'CO2D configuration and scripting

– Custom scripts

• Custom programming– 1ystem integration

– Custom interfaces


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installation and training

• 5any customers reuest on-siteinstallation and training ser$ices

• Document management, imaging, web– %ypically E days on-site, including training

• 7orkflow– dds A days for basic workflow training

• %raining classes held regularly at 4lint .illoffices


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technical support

• 1tandard telephone technical supporta$ailable #5 - #&5, )astern, 5onday -4riday

• (ncludes dial-in support

• %echnical support includes product updates– ll product $ersions, like-for-like products

• F x AG )xtended support a$ailable


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administration

• +(-based administration tools for Optix

• %ypically train users on Optix administrationin !-A days

• dministration proportional to si6e andcomplexity of system– 5ost administration issues are system le$el

– Optix administration a few hours per week

• 5any installations rely on power-user asadministrator– 7ith D/ and 1ysdmin backup


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application integration

• 3ich programmingen$ironment makesintegration easy

– O2) utomation– pplescript

– C language &(

– ;a$a language &(

– ;a$a 1er$er &ages

– C(s'.%52

• )xamples

– )3& packages

– 2otus 0otes

– 5ainframe output– EAF> emulation and

screen scraping


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document conversion

• Optix supports file imports– (D= file defines index and image file paths

– 1upported by third-party ser$ice bureaus

– O$er !>>>>> images per day loaded to Optix

• Optix pro$ides batch scanning and patchcards to auto-index documents

• 1can-forward, ad-hoc scanning– 1upports multiple high-speed duplex scanners atspeeds H !>> pages per minute

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