Kofax Capture 8.0 Overview

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Kofax Capture 8.0Overview
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Re-branding and re-packaging

• Some familiar component have new names

Old Name New Name
Ascent Capture Kofax Capture
Ascent Capture Internet Server Kofax Capture Network Server
Ascent Collection Server (ACS) Kofax Capture Import Connector - Web Services
Ascent Capture Email Import (ACEI) Kofax Capture Import Connector - Email
Note, You may see some paths have changed to
reflect the new names.
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Kofax Capture 8.0 Features

• General Improvements
• Platforms and File Types
• Streamlined Operation
• Improved Staging and Deployment
• Dev -gt Test -gt Production
• Enhanced Security
• Operator Efficiency
• Customization
• Kofax Capture Enterprise
• Disaster Recovery
• Oracle DB2 Support
• SNMP Monitoring

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Platforms and File Types
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Platforms and File Types

• Supports Windows Vista Business and Enterprise
  Editions
• 32 and 64 bit
• Applies to Kofax Capture 8.0 Stand Alone and
  Client
• PDF/A-1a for PDF Text and Image
• PDF/A-1b for PDF Image Only

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Streamlined Operation
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Admin Copy/Paste

• Admin Copy Paste
• Setup Objects
• Batch Classes
• Folder Classes
• Document Classes
• Form Types
• Zones
• Expedites Setup Process
• No need to reenter repetitive setup information

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Admin Copy/Paste Zone Optimization

• Copy/Paste Zone Optimization
• Multiple paste operations remember prior offset
• Automatically creates new index zones
• Expedites Setup Process
• Easily create many zones in geometric patterns
• Speed setup of complex, repetitive forms

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Field Type Shortcuts

• Field Type Shortcuts
• Create field types from where they are used
• Speeds field creation

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Improved Release Scripts

• Improved Text Release Script
• Custom File Name Support
• Document ID or Custom Index Field
• Automated Folder Hierarchy Creation
• Based on Index or Folder field values
• Eliminates need to customize
• More Efficient Database Release Script
• Use ADO instead of DAO
• Optimized queries

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Scanner Configuration

• Add Scanners Within Kofax Capture
• Default VRS / Driver settings optimized for Kofax
  Capture
• AIPE (Image Cleanup) automatically enabled
• VRS and non-VRS sources created
• Reduced Client Configuration Time

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Scanner Profiles

• Scanner Profiles
• Scanner profiles are now associated with a scan
  source
• The scanner profile dialogs only display profiles
  associated with the currently selected scan
  source
• If scan source is a VRS source, VRS settings
  profile is automatically saved with the same
  profile name
• Benefits
• Increased flexibility for heterogeneous
  environments

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Scanner Profile Management

• Centralized Scanner Configuration
• Scanner profiles (including VRS profiles) can be
  optionally shared
• Set on one station, use on the rest

Ascent Server
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Scanner Profile Management

• Centralized Scanner Configuration
• Scanner profile sharing extends to Kofax Capture
  Network Server Remote Sites

Central Site
Remote Site
Remote Site
Remote Site
Remote Site
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Rubber Band OCR

• Rubber Band OCR
• Interactively trigger OCR in Validation
• Benefits
• Simplify Setup on rarely used form types
• No zone template or recognition server
• Speed data-entry on Non and Semi-structured
  documents
• Speed correction of registration errors

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Rubber Band OCR Advanced Configuration

• Rubber Band OCR
• Customize options in batch class properties
  dialog
• ICR, OCR, Language Tuning

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Batch Manager Improvements

• Multi-Batch Unreject Feature
• Expedites handling system issues
• Such as back-end ECM system failure
• Reduces overhead of system administration

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Release at Remote Sites

• Release at remote sites
• Benefit
• Adds flexibility to choose release location
• i.e. each remote site releases to its own
  repository

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Improved Staging and Deployment
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Staging Enhancements

• Save/Restore
• Batch Classes
• KCNS Profiles
• User Profiles
• Separate or linked
• Automatic Substitution
• Substitute configuration values and paths during
  import
• Image Path
• Custom Data
• Release Script Setup
• Dictionary File Path

ltACConfiggt ltAdminDataSubstitutiongt
ltReplace Old"ltOld Valuegt" New"ltNew Valuegt" /gt
lt/AdminDataSubstitutiongt lt/ACConfiggt
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Enhanced Security
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Enhanced Security

• Kofax Capture Network Server Improvements
• Protocol
• WebDav no longer required for file transfer
• HTTPS with client and server side certificates
  supported
• Authentication
• Basic Authentication
• Integrated Windows Authentication (IIS only)
• WebSphere
• No need to access file share from Web Server
• Non-Admin users can run without special
  permissions

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Operator Efficiency
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Lock Down Toolbars and Panels

• Lock Down Toolbars and Panels
• Ensures consistent user experience
• Lessens support burden

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Selectively Block Menu Items

• Selectively Block Menu Items
• Block Menu, Toolbar, Buttons
• Dynamic and Customizable through BlockFunction
  and RestoreFunction method calls
• Benefits
• Reduce Support Burden
• Block unneeded operations
• Eliminate erroneous uses
• Improve Compliance Policies
• Guarantee limited/customized subset of operations
• Enhanced Business Process Flexibility
• Dynamic availability of operations based on user,
  batch class, form type, etc.
• Granular user permissions

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Selectively Block Menu Items

• Selectively Block Menu Items
• Sample Compliance Rule

He cant delete
Delete
She can
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Customization
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.Net Scripting

• .NET Scripting
• Alternative to SBL
• Combines power of .NET with ease of use
• Familiar development environment

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Multiple Workflow Agents

• Multiple Workflow Agents
• Batch can be configured to execute multiple
  workflow agents
• Benefits
• Each agent can perform a specific function
• Facilitates code re-use and debugging

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Batch Name Generation

• Batch name format pattern is customizable
• Simplifies sorting
• Naming convention tailored to job
• Two options

Option 1 - Through Administration
Option 2 - Through new BatchNameCreator class
available to OCX developers
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Batch Routing

• Batch Routing
• New APIs allow WF agents to assign access to
  batches in progress
• Set through GrantUserAccessToBatch and
  GrantGroupAccessToBatch method calls
• Only the granted user/group can process the batch
  in the next queue
• Granted access rights can be removed in Batch
  Manager
• Benefit
• Increased security through improved access
  control
• Increased efficiency through operator
  specialization

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Kofax Capture Enterprise
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Kofax Capture Enterprise

• All Features of Kofax Capture
• Kofax Capture Enterprise 7.5 Features
• Enterprise High Availability Bundle
• Multiple Instance Support
• WebSphere Support (Kofax Capture Network Server)
• Terminal Services and Citrix Support
• New Kofax Capture Enterprise 8.0 Features
• Disaster Recovery
• Oracle/DB2 Support
• SNMP Monitoring

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Disaster Recovery
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Load Balancing

• Load Balancing
• Dynamic or static remote site upload

Remote Sites
Los Angeles

• Remote Site Download
• All central sites checked for available work

New York
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Business Continuity

• Business Continuity
• Central site lost
• All work routed to remaining central site(s)

Remote Sites
Los Angeles
New York
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Data Retention

• Data Retention
• Batches always in 2 places
• Batches are retained on remote site for a
  configurable replication period.
• Statistics and tracking kept
• Scalable
• Scale up server and site count

Primary
Los Angeles
File replication via 3rd party SW
Secondary
New York
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Disaster Recovery Enterprise with DR
Production License

• In production
• Both sites share production license
• If production server fails
• Both sites switch to backup license
• If production site fails
• Alternate switches to backup license
• Backup License
• All system and station licenses from the main
  configuration
• Contains some amount of annual test volume plus
  one-time-use volume in case of disaster
• KPSG engagement recommended

Los Angeles
Backup License
New York
There is no concept of an HA or DR license. Only
a single backup license used for both cases.
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Oracle / DB2 Support
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Oracle / DB2 Support

• Oracle/DB 2 Support
• Leverage Existing Infrastructure and IT Resources
• Multiple platform support
• Windows, Linux, Unix
• Supports storage of all batch data
• No need to install built-in (SQL Express)
  database
• KPSG engagement recommended

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SNMP Monitoring

• The Simple Network Management Protocol (SNMP) is
  part of the internet protocol suite and is used
  in network management systems to monitor network
  attached devices for conditions that warrant
  administrative attention. -wikipedia

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Integrated Monitoring Reporting

• SNMP Monitoring
• Information Exposed
• Application / Service Status
• Running/ Not Running
• Batches, Documents, Pages processed
• Current batch information
• Log Items
• Queues and of batches in each queue
• Benefits
• Monitor system health
• Ensure service level requirements
• Handle exceptions quickly

Secondary
SNMP Monitoring
Primary
New York
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SNMP Monitoring - Customization

• SNMP traps can be triggered using workflow agents
• A trap allows the agent to report an issue to the
  monitoring application
• For example a workflow agent may generate a
  notification message when routing a batch to QC

We have a problem here!
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SNMP Monitoring

• Use existing commercially available SNMP
  monitoring application
• -or-
• Kofax provided application