Post on 06-Jul-2018
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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 $ia graphical routebuilder 8drag-and-drop routing9
– 7orkflow routing slips defined using same tools asindex screens
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how is Optix dierent? (cont
• )xtendable– 1cripting is at the heart of Optix:
– dditional functionality added through O2)utomation 8pplescript on 5ac9
– Custom ueues and workflow acti$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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how is Optix dierent? (cont
• 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$erto create databasetables
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representative screens
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representative screens
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work!ow
• &rocess workflow based on 7f5C model
• raphical route builder to define workflows
using drag and drop• pplication generator tool to define routing
slips
• 1upports rules-based, parallel, sub-process
routing• 3oles-based 8pools9 and dynamic routing
based on external rules
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representative screens
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we"
• %hin-client access to Optix repository
• &ro$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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representative screens
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representative screens
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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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representative screens
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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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representative screens
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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