15.30-16.30_Point of Origination_Technical Track

Fatih Karaoglu

Sr. Solution Architect

Stefan Reiff

Sr. Sales Engineer

Point Of Origination

Technical Track

Agenda

Point Of Origination - Overview

Kofax Front Office Server

Kofax Web Capture

Kofax Mobile Capture

Kofax Mobile SDK

Q&A

Appendix

KMC App - Using the Demo Server and Demo Cases

Kofax Import Connector

2

Point Of Origination - Overview

Systems /

Processes

Central functions? Remote branches? E-mails and attachments? Multi-function devices? Home workers?

Company boundary

What do we mean by Point Of Origination?

4

Mobile workers?

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Systems /

Processes

Central functions? Remote branches? E-mails and attachments? Multi-function devices? Home workers? Mobile workers?

Company Boundary

What do we mean by Point Of Origination?

5

♦ All are valid ‘points of origination’, but we shouldn’t

just focus on centralised processing

♦ Capturing further out in the organisation and even

outside of it can drive significant business value

♦ Low volume but high value document capture can

reduce risk, accelerate processes and increase

compliance











Systems /

Processes

Central functions? Remote branches? E-mails and attachments? Multi-function devices? Home workers? Mobile workers?

Company Boundary

What might a real enterprise look like?

7

♦ Multiple Points of Origination

♦ Multiple media types

♦ Multiple manual steps

♦ Multiple parties involved

Where are your points of origination?











♦what are your complex processes? Are they reliant on information and documentation flow and input from various internal and external resources?

♦How distributed is your workforce? Working

from home, remote or mobile locations?

♦What are the time pressures on your processes? How does document flow hinder these?

Where are your Points of Origination?

Is your business enabled enough to face

these challenges?

Lets find out how Kofax help capture your

documents at the point they originate in your

organisation

8

How Kofax addresses these challenges

Product Vision & Strategy – Our Guiding Principles

Capture Enabled BPM solutions

Point of Origination Capturing content at the initiation point of a business process

Touchless Processing Eliminating or minimizing human intervention throughout a business process

Enterprise Ready Ensuring compliance and interoperability with IT infrastructure & applications

1

2

3

10

Point of Origination

Touchless Processing

Enterprise Ready

Paper

Fax

Email

SMS

XML

Office

PDF

In a Wide Variety of Formats

11

Mobile

applications

Electronic

formats

Paper

documents Social

collaboration

Social

Without Kofax

12

Decide Understand

What do I do with it? What is it?

ECM/RM Database

SharePoint

Portal ERP/LOB/CRM

Paper

Fax

Email

SMS

XML

Office

PDF

Social

Kofax Capture Enabled BPM Value Proposition

ECM/RM Database

SharePoint

Portal ERP/LOB/CRM

13

De

cid

e

Unders

tand

Decide Understand

Paper

Fax

Email

SMS

XML

Office

PDF

Social

BPM

INFORMATION CAPTURE

Kofax Value Proposition

14

ECM/RM Database

SharePoint

Portal ERP/LOB/CRM

De

cid

e

Unders

tand

Decide Understand

Paper

Fax

Email

SMS

XML

Office

PDF

Social Extr

act

Valid

ate

Co

mm

un

ica

te

Separa

te

Cla

ssify

Ca

ptu

re

Capture at the

Point of

Origination

BPM

Enterprise

Ready

Touchless

Processing Dynamic

Case

Management

Capture

Enabled

BPM

What about image quality in our distributed enterprise?

15













How do we monitor such a complex enterprise?

16











Kofax Front Office Server

Kofax Front Office Server - High Level Architecture

KFS KC

LOB

Application

KTM

Back Office Firewall

Systems of

Record

BPM

Version 3.5.2 / 4.0 Version 10

MFP

KFS Thin Client

Internet /

Intranet

HTTPS

HTTPS

(*)

(*) Some MFPs use an additional

protocol for image transfer

Front Office

18

What‟s New in KFS 4.0 - Overview

19

KFS 4.0 - Critical New Features & Enhancements

Newly Designed Web-Clients 1.

Off-line Web-client Capture Functionality 2.

Dynamic Ad-hoc Scanning Capabilities 3.

Security Enhancements for Canon Devices 4.

20

New and Updated KFS MFP Clients 5.

Newly Designed Thin-Client

New look & feel, updated icons

Improved local scanning

performance

Single work pane layout

between task panes

Simplifies the processing

multiple documents within

a single batch

Destinations/ shortcuts can

be selected prior to creating a job

Job History List displays submitted jobs

Preview of all pages when submitting jobs

Jobs can be saved as drafts before submitting

21

Local Client - Offline Capture Capability

Continuous use in environments with high network latency

Auto Synchronization

Improves productivity of

distributed workers

Full functionality

Scanning & document

editing

Address book look ups

Browsing: Folders & SharePoint

Queue jobs

Users can install the Local Client themselves, or administrators can

deploy it to users with a group policy object (GPO)

22

Local Client Synchronization

The local client will synchronize data with the server when:

The user logs in

The user submits a document

Periodically in the background (5 min)

Disconnected local client will reserve a thin client license for 7

days

Logging in while connected to the KFS server will extend the

license reservation automatically

23

Disconnected Local Client

When disconnected, local clients can be used for offline scanning

and indexing jobs for Kofax Capture shortcuts

Validation scripts are run on Kofax Capture server

If disconnected, users will need to save their jobs and submit

when they are reconnected to the server

Not recommended for submitting jobs to other destination types if

disconnected

Cannot be used with Oracle

24

Updated Admin Console

Scan and export settings that can be unique for

each shortcut and destination

Support for adding custom

icons to shortcuts and

destinations

Settings tabs that enables

administrators to configure

options within the

Administration Console

instead of editing text files

Transaction Review List that shows jobs that require

an administrator's attention

User Maintenance page that enables administrators

to delete user data from KFS

25

Additional Destinations - Dynamic Ad-hoc Scanning

In addition to Kofax Capture and other Kofax Front Office Server

users, documents can be sent directly from Kofax Front Office

Server to these destinations (does not consume KC Page

Volume):

Microsoft SharePoint

Supports SharePoint 2010, 2007 & Office 365

Folders on network drives

Visual browse folder destinations

Email (Exchange and SMTP)

Fax servers (KCS, RightFax, and BISCOM)

The only product in the market to support both “Integrated

Touchless Processing” and “Dynamic ad-hoc scanning”

26

Canon Uniflow Integration

About Canon uniFLOW

Proprietary device & printer

Management Software

Popular in certain global regions

Nordic countries

Switzerland & Central Europe

KFS 4.0 integration provides:

Operating compatibility

Stronger alignment with Canon centric

customers

Single-sign on capability

27

Integration with Kofax Reporting

Kofax Front Office Server 4.0

integrates with Kofax Reporting

for auditing and operational data.

28

Licensing Overview

System License

Kofax Front Office Server Enterprise

Station Licenses

KFS Thin client – concurrent sessions of the thin client or local

client

KFS Device – number of MFP‟s and network scanners

Mobile Device – number of mobile devices running KMC

29

KFS – Page Volume decreased in KC?

30

Direct Destinations from KFS are NOT imported to KC

No KC Page Volume decreased

Kofax Web Capture

Kofax Web Capture = SDK!

Kofax Web Capture is a Software Development Kit (SDK) which

can be used to implement Capture functionality into an existing or

new Web Portal or Web Page.

32

Kofax Web Capture - High Level Architecture

KIC Web Service

KC

LOB

Application

KTM

Web Portal User Back Office Firewall

Internet /

Intranet

Systems of

Record

BPM

Version 2.1 Version 9.0 / 10.0

Web Server

Https Https

Client PC

Web Browser

Scanner

KWC

33

Kofax Web Capture - Features

Support of .NET and JAVA based Web Server

.NET: IIS 6 & 7

JAVA: J2EE compliant environment supporting Java 1.6 or higher

Direct Integration with Kofax„s Capture Enabled BPM Platform

Access to KC Batch and Form Type information, Index Fields

Direct import into MS Sharepoint

Supported Browsers (for Web Scanning): IE, Firefox, Chrome

34

Kofax Web Capture - Features

Support of Twain compatible Scanners

Minimum Footprint (just a Scan Add-On/Plug-In for the Browser is

installed)

Client-side VRS for scanned documents

Image Optimization

Smaller Image sizes, lower Network Bandwidth needed

Web Document Viewer

Scan and Upload of Pages

Annotations (e.g. Redact, Highlight, Text, Lines,…)

Zoom

Zero Footprint

35

Kofax Web Capture 10.3 – What„s New

Kofax Web Capture uses Kofax Capture's standard licensing

mechanisms to control its license.

KWC 10.3.0.1 will support KC Eval Licenses.

The Java Edition now includes a barcode reader with the same

functionality as the .NET edition.

Kofax Web Capture can now read in the index fields associated

with a repository and content type from Kofax Capture, let you

edit them and include their values on the import.

The Web Document Viewer component is now supported on iOS

Mobile Safari and Android's Chrome.

Kofax Web Capture can be configured to directly import

documents into SharePoint.

36

Example of a Customer‟s Web Portal

37

Cu

sto

mers

Web

Desig

n

Customers Web Design

Kofax Web Capture vs. KFS Thin Client

KWC vs. KFS Thin Client

39

KFS Thin Client KWC SDK

Licensing based on Concurrent Users License per Web Server

Licence per SDK Developer

Ready to use, minimal installation and

configuration effort needed

As it is an SDK, Development effort is

needed

Use as it is, not customizable Highly customizable

Kofax Design used, no rebranding Style and Look can be adapted

Document composition features

(merge, split, add pages) out of the

box

Features can be added as needed

but with Developement effort


40

Features KFS Thin Client KWC SDK

General

Ready to Use Solution Yes No

Can be integrated into Customer's Web Site/Portal No Yes *

Customizable GUI No Yes *

Minimal footprint installation at Client (just Web Scan Plug-In) Yes Yes

Kofax Capture

Kofax Capture Integration Yes Yes

Status of import can be tracked Yes Yes

Reading batch and content types from Kofax Capture Yes Yes

Scanned and Uploaded pages use KC Page Count Yes Yes

User depending Batch-Class Yes No

Scanning

Supports TWAIN compatible scanners and locally installed VRS Yes Yes

Local VRS to deskew, clean, rotate and binarize documents Yes Yes

Offline Scanning Yes ** No

Scan settings Yes Yes

* Is not a ready to use feature and as it is an SDK it must be developed

** A "fat" Client has to be installed on the Client PC


41

Features KFS Thin Client KWC SDK

File Uploading

Uploading image files (e.g. BMP, TIFF, JPEG) Yes Yes

Supports documents such as PDF, CAD and DICOM No Yes

Viewing

Zoom, rotation, panning, Page navigation Yes Yes

View images and PDFs (from Server) No Yes

Document/Page Function

Split Document Yes No

Merge Documents Yes No

Delete & Insert Page Yes Yes *

Annotations

Highlight, rectangle, ellipse, freehand No Yes

Burn into images or keep separate No *** Yes

Move, resize, delete annotations No Yes

Redact Yes Yes

Stamps No Yes

Text Annotation Yes Yes

* Is not a ready to use feature and as it is an SDK it must be developed

*** KFS Thin Client immediately burns the annotations (redact & text) into the image

Kofax Web Capture

Licensing

Kofax Web Capture - Licenses

The Kofax Web Capture Licenses are in the Kofax Price List under

the Kofax Capture (Add-ons)

One KWC Server License is needed per Web Server and application

One KWC SDK License is needed per Developer

43

Kofax Web Capture Requires Kofax Capture. Licensed by number of servers and SDK. One Kofax Import Connector – WebService license is included. Please make sure to use the right web portal platform (.net or java).

Kofax Web Capture - Server (.net) DI-0001-0001

Kofax Web Capture - 1st SDK (.net) DI-0001-0002

Kofax Web Capture - additional SDK (.net) DI-0001-0003

Kofax Web Capture - Unlimited (.net) DI-0001-0004

Kofax Web Capture - Server (java) DI-0001-0011

Kofax Web Capture - 1st SDK (java) DI-0001-0012

Kofax Web Capture - additional SDK (java) DI-0001-0013

Kofax Web Capture - Unlimited (java) DI-0001-0014

Kofax Web Capture - Licenses - Examples

Example 1:

Requirements: 400 Web Users (approx. 200 concurrent users), .Net as Web Platform

One Web Developer from the customer integrates KWC into the Web Portal

High Available System with 2 Web Servers

Example 2

Requirements: Same scenario but 5 Developer licenses are needed

44

# Description Part Number

2 Kofax Web Capture - Server (.net) DI-0001-0001

1 Kofax Web Capture - 1st SDK (.net) DI-0001-0002

# Description Part Number

2 Kofax Web Capture - Server (.net) DI-0001-0001

1 Kofax Web Capture - 1st SDK (.net) DI-0001-0002

4 Kofax Web Capture - additional SDK (.net) DI-0001-0003



Kofax Mobile Capture App

Kofax Mobile SDK

Kofax Mobile Capture SDK

Kofax VRS Mobile SDK

46

Time and Complexity

47

Distributed

Front-Office

& Web

Mobile

1 min 1 hour 1 Day 1 Week

UI

Complexity

Back-Office

Point of Origination

Kofax Mobile Capture – Value Proposition

Mobile device is an extension of corporate systems and processes

Enable users to initiate transactions and submit content at the earliest

point in the process – Point of Origination™

Enforce business rules from core systems directly on the device

Provide optimum image quality (bad image = failed process)

Process ready images

Reduced exceptions / faster processing

Lower impact on data plans – Lower costs

48

Kofax Mobile Capture App vs. Kofax Mobile SDK

49

Kofax Mobile Capture App Kofax Mobile SDK

Licensing based on Mobile Devices License (costs) on Request

Ready to use, minimal installation and

configuration effort needed

As it is an SDK, Development effort is

needed

Use as it is, not customizable Use the parts of the SDK as needed

Kofax Design used, no rebranding Can be integrated in Customer„s App

Integrated in Kofax Front Office

Server

Integration with Kofax Front Office

Server or Customer„s Backend

System

How do we Measure up?

How Does Kofax stand up to the competition?

Image Quality w/ Embedded Virtual ReScan (EVRS)

Kofax Transformation Modules (KTM)

KMC is an Extension to the their current business

process

Seamless integration into their business process

Secure transfer of images with no trace on the mobile

device

Email Notifications

50

Kofax Mobile Capture - High Level Architecture

KFS KC

LOB

Application

KTM

Mobile User Back Office Firewall

Internet

Systems of

Record

BPM

Version 3.5.2 / 4.0 Version 10

HTTPS

Android Version 2.2+

Apple iOS 4.2+

HTTPS

51


VRS Image Perfection Overview

Expense Management – Receipts

53

54

Insurance – Claims

Healthcare – Patient Records

55

56

Transportation – Way Bills

Results

Kofax Mobile Capture Others

57

VRS settings for Kofax Mobile Capture App

The Scan Settings of the KFS Shortcut is used for the

configuration of the VRS and Image settings:

58

There will be some more EVRS settings in the next Kofax Capture Mobile App.

DPI settings used to scale down the image

If “Maximize quality over speed” is disabled and “Black and White” is selected, auto crop will be disabled in KFS.

If “Maximize quality over speed” is enabled, the image will first be cropped, then converted to Black and White”.

Setting up a customized Mobile Capture Demo


Use the Storyboard VM

All required components are already installed and

configured

Use your own KFS/KC/KTM system

Install KC, KTM (if needed) and KFS on your Demo

System. Requirements:

• Kofax Capture 9 or 10, KFS 3.5.2 or KFS 4.0

• Windows 2008

• User Profiles needs to be enabled in KC

• Ports Available on KFS Server • 80 (Incoming) for Admin, Thin Client and Browser based applications

• 443 (Incoming) for SSL

• 1434 (Outgoing) if using SQL Server

• 1521 (Outgoing) if using Oracle

• 5353 (Outgoing) for Bonjour (discovering devices)

• 8888 (Outgoing) Network connection to certain MFP‟s

60


Create the KC/KTM project as needed

Assign the user Admin and the User or User Group to this Btach

Class

Create a KFS Shortcut (= KMC Case) pointing to the KC Batch

Class and either to a specific Form Type or as Loose Pages

Assign the User Group to the Shortcut

Configure the VRS and Image Settings

61


Create a new KFS Shortcut

62


Configure the destination parameters

63


Assign a User Group

64


Configure the VRS and Image settings

65


Save the Shortcut

66

Now this Shortcut is ready to use

with Kofax Mobile Capture!

Connect your Mobile Device to the

KFS Server, log in and test this

new Case!

Capturing Documents – Best Practices

Capturing Documents – Best Practices

Avoid using flash, which can wash out part of the image.

Use good, even lighting to get a faster shot without blur.

Hold camera steady and check the lighting before taking a photo.

Avoid shadows.

Avoid wrinkled pages or upturned corners if they include data.

Avoid a background that looks too much like the image itself.

Avoid a background containing data that could be interpreted as

image data.

Rectangular overhead camera shots are best.

Document should fit into the shown rectangle

68

Kofax Mobile SDK

Positioning KMC & the SDK A

dd

res

sa

ble

Ma

rke

t

IT Investment and Customization

• Out of the box application that supports any existing Kofax installation

• Enforces back-office KC/KFS/KTM processes & business rules

• Extends Kofax Capture Enabled BPM Platform

Extends Existing Kofax Capture Installations

• Enterprise Focused

• Make Kofax Technology available to any ISV

• Leverage Patented Kofax technology on the device

• Includes Kofax Mobile Widgets

• Image Perfection

• Camera Control

• Session Management

• Mobile Scanner Control

• Independent from KC/KTM/KFS

Capture Enables 3rd Party Mobile Applications

Kofax Mobile SDK

Crop

Deskew

Auto Orientation

Thresholding

Image Cleanup

Capture User Authentication

Camera Control

Case Management

KFS Integration


SDK

Kofax VRS Mobile SDK

71

Supported Platforms

72

73

eVRS

Mobile VRS SDK

Architecture

iOS/Android

Mobile Capture SDK

Application

Mobile SDK Classes

KMCConfigurationModel: all configuration settings

for Mobile SDK

Configure capture, image processing, case management

KFSModel: represents Kofax Front Office Server (KFS)

Manage case definitions, KFS login, create new KFS cases

KMCKfsCase: create and manage KFS cases

Programmatically update KFS case; selectively use KMC screens

KMCNonKfsCase: create and manage non-KFS cases

User defines own case type, provides own submit function

KMCEvrsCollection: capture and process images only

No case management used

74

Kofax Mobile Capture API Reference

75

Kofax Mobile

Licensing

Kofax Mobile - Licenses

A Kofax Front Office Server license is provided with a Kofax Mobile

Capture order

New orders have a minimum order requirement of $25,000 (i.e. 105

devices)

Kofax Mobile SDK: price on request

77

Kofax Mobile Capture App Kofax Mobile Capture App 0-500 Devices KM-2000-0005 Kofax Mobile Capture App 501-1,000 Devices KM-2000-0010 Kofax Mobile Capture App 1,001-5,000 Devices KM-2000-0050

Kofax Mobile Capture App 5,001-10,000 Devices KM-2000-0100 Kofax Mobile Capture App 10,001-20,000 Devices KM-2000-0200

Kofax Mobile SDK Kofax Mobile SDK KM-3000-1000

Kofax Mobile SDK Evaluation KM-3000-2000

Kofax Mobile SDK Device KM-3000-3000

Q&A

Stefan Reiff

Sr. Sales Engineer

Phone: +43 1 86645 55155

Email: [email protected]

For further information, please contact:

Fatih Karaoglu

Sr. Solution Architect

Phone: +41 41 799 82 36

Email: [email protected]

Appendix

Kofax Mobile Capture App

Using the Demo Server and Demo Cases

Usage of the KMC App - Using the Demo Server and Cases

Install the Kofax Mobile Capture App from the Apple App Store

(iOS) or Google Play (Android)

Enter your Email address in the KMC Settings:

82

Usage of the KMC App - Using the Demo Server

Press the “Log In” button to connect to the Kofax Mobile Capture

Demo System:

83


Go to the Kofax Mobile Capture Main Menu

84


The Kofax Mobile Demo Server offers three

Demo Cases. Press the “Open New Case”:

Business Cards

Capture Business cards. The captured

document is cleaned and converted to b/w.

Document

Capture Documents. The captured document

is cleaned and converted to b/w.

Receipts

Capture Documents. The captured document

is cleaned but remains in Color.

In all three cases the document is submitted to KFS, KC and KTM

and sent back to your configured Email address.

85


Capture the document and submit it to the Kofax Server:

86


Kofax Platform

Technical Overview

Fax

ECM

ERP

• Email / Fax / Folder /

Web Service reception

• Collection

• Conversion to

capturable document

Kofax Capture Scan-Import

• Recognition

• Quality Control

• Validation

Database

SAP

Archive

Other

Apps

Re

lea

se

Kofax Import

Connector

88

Two components / processes:

Message Connector

Receives and converts messages

KC Plug-In

Imports electronic message into Kofax Capture



• Collection

• Conversion to

capturable document

Kofax Import

Connector

Technical Overview


Message Connector KC Plug-In

(Capture Connector)

WebServices

89



• Collection

• Conversion to

capturable document

Kofax Import

Connector

Deployment


Message Connector KC Plug-In

(Capture Connector)

WebServices

Message

Connector

Kofax Capture

KC Plug-In 1.

2.

Deployment on

one computer

Distributed

deployment

Kofax Capture

KC Plug-In

Message

Connector

Message

Connector

90

Message Connector

Message Connector provides the following capabilities:

Receives faxes via FoIP or imports faxes from fax servers

such as KCS, RightFax or Biscom

Receives emails via SMTP

Polls mailboxes via POP3, IMAP or EWS (Exchange Web Service for MS

Exchange 2007 SP 1 or 2010)

Polls local or shared network folders

Receives documents via Web Service interface

Converts MS Office, HTML, PDF, image and text into TIFF or PDF

Consists of three parts:

Message Connector Service

Message Connector Monitor

Message Connector Configuration

91

KC Plug-In

KC Plug-In provides the following capabilities:

Imports messages into KC 9 or 10

Group messages into Kofax Capture batches (~BatchCollector)

Configurable batch class, folder class, document class, form type

Support of loose pages + foldering

Mapping of KIC-Electronic Documents fields to KC fields

Mapping of custom XML elements to KC fields

Support of custom XML rendering into TIFF or PDF

Support of VRS processing

Configurable import format per destination (=batch class)

Consists of two parts:

KC Plug-In service

KC Admin Plug-In 92

Further Key Features

Document Normalization

Different kind of files can be normalized to one desired

target format (TIFF or PDF)

Supported input file types are:

Office files, PDF, HTML, image files, XML, OPEX file format

Nested emails (RFC822 content compatible) and

compressed files (.zip, .rar, .7z, .gzip or .tar)

VRS Processing

VRS processing can be done on every image which was

received by Kofax Import Connector

VRS is the state-of-the-art tool for image cleanup

Blank page removal

93


Custom XML support

Kofax Import Connector can receive and work on structured XML

data. This data can be

Mapped to KC fields (batch, index, folder fields)

Rendered to PDF or TIFF to visualize the data

Kofax Monitor support

Easy-to-use wizards in Kofax Monitor for Kofax Import Connector

Monitoring of e.g. the state of product (running or not), waiting

messages to be imported into KC, state of the licenses, etc.

94


Vertical scaling

High throughput through multi-instances

Monitoring of e.g. the state of product (running or not), waiting

messages to be imported into KC, state of the licenses, etc.

95


Licensing

Kofax Import Connector - Licenses

The following licenses are station licenses and represent the ability

to run the module on a single Kofax Capture workstation.

Licensed per integration or interface type and per workstation.

Requires a concurrent license per KC-Plugin in Kofax Capture.

97

Kofax Import Connector Kofax Import Connector - Email Integration AE#T610-0000 Kofax Import Connector - Fax Server Integration AE#T610-0010 Kofax Import Connector - FoIP Integration AE#T610-0020 Kofax Import Connector - File Interface (folder) AE#T610-0030 Kofax Import Connector - Web Service Interface AE#T610-0040 Kofax Import Connector - VRS Option AE#T610-0100