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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-enabled document management system

• Complete solution– Document management, document imaging, content

search, electronic workflow

• Quick and easy to deploy– Design document management and workflow

applications using drag and drop– All 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 1988 • Developed the first TCP/IP-based document

management software• Early adopters of graphical workflow, web• Optix now in version 6

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representative customers

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how can you use Optix?

• Use Optix to store, retrieve, and manage documents

• Control access to documents and track and manage changes

• Capture business knowledge and make it searchable and shared

• Automate business processes to improve quality and reduce costs

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typical applications

• General business– Human resources– Purchasing– Correspondence– Contracts– Customer service

• Healthcare and Biotech– Billing support– Patient records– New Drug Applications

• Education– Admissions– Student records– Teacher certification

• Government– Land records– Building permits

• Utilities– Engineering drawings– Regulatory documents– Procedures– Environmental permits

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how is Optix different?

• Fastest out-of-the-box solution– Implements in days and weeks instead of months– Most systems require no programming– Click and install software

• Highly integrated– A true product, not merely a toolkit– mindwrap developed its own scanning and imaging

interface– mindwrap developed its own workflow software– Every component is fully integrated, third-party tools

integrated at the library level and use common system admin tools

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how is Optix different? (cont)

• User customizable– Most customization via GUI tools, without

programming– Index and query interfaces customizable using

provided application generator tool– Workflow development tools via graphical route

builder (drag-and-drop routing)– Workflow routing slips defined using same tools as

index screens

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how is Optix different? (cont)

• Extendable– Scripting is at the heart of Optix. – Additional functionality added through OLE

Automation (Applescript on Mac)– Custom queues and workflow activities make it easy

to integrate third-party software and special user interfaces

– Workflow can be extended through programming– C and Java APIs to enable developers to create

custom interfaces

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how is Optix different? (cont)

• Manageable– High level of integration allows all functions to run on

single server with common administration– System architecture eliminates most desktop

administration

• Scalable– Optix scales from a few users to thousands of users– Intelligent application partitioning allows web,

application, and database servers to be on the same system, or different systems

– Dynamic licensing frees server resources when not in use

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product diagram

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Optix modules

DocumentManagement

ImagingWorkflow

Web

ContentSearch

COLD/ERM

DatabasePublisher

• Optix is modular• Base module:

document management

• Add-on modules:– Workflow, web, imaging,

content search, COLD, publisher

• Buy functions that you need

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document management

• User-defined indexing and retrieval screen forms

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

download to workstation• Optix supports image and XML file types

natively

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document management (cont)

• Optix repository– Manages 10s of millions of files– Manages Terabytes of information

• Includes revision control and document check-in/check-out

• Sophisticated security allows you to control access to documents– Includes index-level security, traditional three-level

(UNIX-model), and Access Control List (ACL)

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Optix application generator

• At the heart of every Optix system - uniquely Optix

• Develop index and retrieval applications for Optix via drag-and-drop

• Develop workflow routing slips for Optix

• Upload screen to server to create database tables

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representative screens

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imaging

• Integrated document imaging and scanning capability– Just add scanners to base Optix system

• Supports high-throughput scanners such as Fujitsu, Kodak

• Batch scanning and patch cards• Forms processing and zoned OCR• Annotations

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representative screens

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workflow

• Process workflow based on WfMC model• Graphical route builder to define workflows

using drag and drop• Application generator tool to define routing

slips• Supports rules-based, parallel, sub-process

routing• Roles-based (pools) and dynamic routing

based on external rules

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representative screens

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web

• Thin-client access to Optix repository• Provides/supports multiple web

technologies– Java 2 EE using servlets, JSPs, and applets– CGI using HTML, CGIs, applets

• Easy to deploy• Core Optix functions

– Viewing, 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– Search by document content

• Text search– Boolean, exact phrase, proximity searches– Stemming and stop words– Content extraction through extensible filters (MSWord,

WordPerfect)– Use OCR to extract text from scanned documents

• XML search (Optix 6)– Search by tag and attribute– Path and tree search

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representative screens

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COLD/ERM

• Enterprise report management / COLD– Store and manage mainframe report output– Displays text output on graphic forms

• Greenbar• Invoices• W-2 forms

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representative screens

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database publisher

• Create stand-alone copies of Optix repositories

• “Anytime, anywhere” availability of documents

• Use in conjunction with Optix Single-User Edition

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other optional modules

• Inbound fax server• PCI scanner board for PC and Mac

workstations– Supports Fujitsu video interface

• API Libraries• Optix Single-User Edition• Scanner Interface Modules

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typical configurations

Document management and imaging

Document management, imaging and web

Document management and workflow

Document management, imaging, workflow and web

Optix Suite - all modules

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professional services

• Installation and training– Onsite training– mindwrap classroom training

• Consulting– Workflow analysis and development– ERM/COLD configuration and scripting– Custom scripts

• Custom programming– System integration– Custom interfaces

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installation and training

• Many customers request on-site installation and training services

• Document management, imaging, web– Typically 3 days on-site, including training

• Workflow– Adds 2 days for basic workflow training

• Training classes held regularly at Flint Hill offices

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technical support

• Standard telephone technical support available 8AM - 8PM, Eastern, Monday - Friday

• Includes dial-in support• Technical support includes product

updates– All product versions, like-for-like products

• 7 x 24 Extended support available

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administration

• GUI-based administration tools for Optix• Typically train users on Optix

administration in 1-2 days• Administration proportional to size and

complexity of system– Most administration issues are system level– Optix administration a few hours per week

• Many installations rely on “power-user” as administrator– With DBA and SysAdmin backup

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application integration

• Rich programming environment makes integration easy– OLE Automation– Applescript– C language API– Java language API– Java Server Pages– CGIs/HTML

• Examples– ERP packages– Lotus Notes– Mainframe output– 3270 emulation and

screen scraping

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document conversion

• Optix supports file imports– IDX file defines index and image file paths– Supported by third-party service bureaus– Over 100000 images per day loaded to Optix

• Optix provides batch scanning and patch cards to auto-index documents

• Scan-forward, ad-hoc scanning– Supports multiple high-speed duplex scanners at

speeds > 100 pages per minute