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Thursday, July 11, 2019 Slide 1 RPI Consultants | Learn more at www.rpic.com. Presenters: Thursday, July 11, 2019 WHAT’S NEW IN PERCEPTIVE CONTENT (IMAGENOW) 7.3 Hyland just released Perceptive Content (ImageNow) 7.3, as well as Perceptive Experience Content Apps 3.0. Here’s what to know and why you might considering upgrading soon. Daniel Jenab & Quinn Huntsman

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Page 1: WHAT’S NEW IN PERCEPTIVE CONTENT (IMAGENOW) 7 › wp-content › uploads › RPI... · WHAT’S NEW IN PERCEPTIVE CONTENT (IMAGENOW) 7.3 Hyland just released Perceptive Content

Thursday, July 11, 2019 Slide 1RPI Consultants | Learn more at www.rpic.com.

Presenters: Thursday, July 11, 2019

WHAT’S NEW IN PERCEPTIVE CONTENT (IMAGENOW) 7.3

Hyland just released Perceptive Content (ImageNow) 7.3, as well as Perceptive Experience Content Apps 3.0. Here’s what to know and why you might considering upgrading soon.

Daniel Jenab & Quinn Huntsman

Page 2: WHAT’S NEW IN PERCEPTIVE CONTENT (IMAGENOW) 7 › wp-content › uploads › RPI... · WHAT’S NEW IN PERCEPTIVE CONTENT (IMAGENOW) 7.3 Hyland just released Perceptive Content

Thursday, July 11, 2019 Slide 2RPI Consultants | Learn more at www.rpic.com.

UPCOMING WEBINARS & TRAINING

+ Perceptive Content (ImageNow) Workflow- Friday, July 19th, 2:00pm CT

NEW: Live Workshop August Webinars: Kofax RPA

+ Kofax RPA for Accounts Payable - August 7th, 2019, 11:00am CT

+ Kofax RPA (Kapow) Tips & Tricks- August 7th, 2019, 1:00pm CT

Page 3: WHAT’S NEW IN PERCEPTIVE CONTENT (IMAGENOW) 7 › wp-content › uploads › RPI... · WHAT’S NEW IN PERCEPTIVE CONTENT (IMAGENOW) 7.3 Hyland just released Perceptive Content

Thursday, July 11, 2019 Slide 3RPI Consultants | Learn more at www.rpic.com.

MEET YOUR SPEAKERS

Daniel JenabProject Coordinator

+ Master’s in Communications Management from The George Washington University

+ Certified as a Kofax Technical Solutions Specialist in Kofax TotalAgility

+ De facto office personal trainer and nutritionist

Page 4: WHAT’S NEW IN PERCEPTIVE CONTENT (IMAGENOW) 7 › wp-content › uploads › RPI... · WHAT’S NEW IN PERCEPTIVE CONTENT (IMAGENOW) 7.3 Hyland just released Perceptive Content

Thursday, July 11, 2019 Slide 4RPI Consultants | Learn more at www.rpic.com.

MEET YOUR SPEAKERS

Quinn HuntsmanBusiness Analyst

+ Strong background in Perceptive Content administration and troubleshooting.

+ Certified Kofax Technical Solutions Specialist (Kofax RPA)

+ Avid Queen fan

Page 5: WHAT’S NEW IN PERCEPTIVE CONTENT (IMAGENOW) 7 › wp-content › uploads › RPI... · WHAT’S NEW IN PERCEPTIVE CONTENT (IMAGENOW) 7.3 Hyland just released Perceptive Content

Thursday, July 11, 2019 Slide 5RPI Consultants | Learn more at www.rpic.com.

AGENDA

+ About RPI Consultants

+ What’s New in Perceptive Content (ImageNow) 7.3

+ Perceptive Experience Content Apps 3.0

+ Planning Your Next Upgrade

+ Summary & Questions

Page 6: WHAT’S NEW IN PERCEPTIVE CONTENT (IMAGENOW) 7 › wp-content › uploads › RPI... · WHAT’S NEW IN PERCEPTIVE CONTENT (IMAGENOW) 7.3 Hyland just released Perceptive Content

Thursday, July 11, 2019 Slide 6RPI Consultants | Learn more at www.rpic.com.

ABOUT RPI CONSULTANTS RPI Consultants is a full service professional services provider and software reseller for the industry’s leading enterprise content management and business process automation technologies, including Infor Lawson, Kofax, and Hyland Software.

Page 7: WHAT’S NEW IN PERCEPTIVE CONTENT (IMAGENOW) 7 › wp-content › uploads › RPI... · WHAT’S NEW IN PERCEPTIVE CONTENT (IMAGENOW) 7.3 Hyland just released Perceptive Content

Thursday, July 11, 2019 Slide 7RPI Consultants | Learn more at www.rpic.com.

ABOUT RPI CONSULTANTS

+ 100+ Full-time Consultants- Including Project Managers & Architects

+ Based in Baltimore, MD - Additional offices in Tampa, FL, and Kansas

City, MO

+ Technical & Professional Services - Technical Strategy & Architecture - New Installations, Upgrades, & Migrations - Process Analysis, System Design, Implementation - Managed Services & Staff Augmentation - Project & Change Management

Product / Vendor Partnerships

Alliance Partner CloudSuite™ Specialized

Page 8: WHAT’S NEW IN PERCEPTIVE CONTENT (IMAGENOW) 7 › wp-content › uploads › RPI... · WHAT’S NEW IN PERCEPTIVE CONTENT (IMAGENOW) 7.3 Hyland just released Perceptive Content

Thursday, July 11, 2019 Slide 8RPI Consultants | Learn more at www.rpic.com.

HYLAND AUTHORIZED SOLUTION PROVIDER

+ Service Provider / License Reseller- Perceptive Content (formerly ImageNow) - Enterprise Search - Brainware (formerly Perceptive Intelligent Capture)- OnBase by Hyland

+ Industry & Solution Expertise - Accounts Payable & Financial Process Automation- Human Resources / Human Capital Management - Student Transcripts & Applications - Healthcare, Manufacturing, Higher Education,

Public Services & Government

“Hyland’s content services capabilities empower organizations

to build unlimited tailored solutions while also providing the ability to complement other core

applications through robust integration options.”

- www.hyland.com

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Thursday, July 11, 2019 Slide 9RPI Consultants | Learn more at www.rpic.com.

WHAT’S NEW IN PERCEPTIVE CONTENT 7.3

Perceptive Content 7.3 includes important updates to Content Server, the Perceptive Client, and Business Insight. Here’s what to know and why you might consider upgrading soon.

Page 10: WHAT’S NEW IN PERCEPTIVE CONTENT (IMAGENOW) 7 › wp-content › uploads › RPI... · WHAT’S NEW IN PERCEPTIVE CONTENT (IMAGENOW) 7.3 Hyland just released Perceptive Content

Thursday, July 11, 2019 Slide 10RPI Consultants | Learn more at www.rpic.com.

PERCEPTIVE CONTENT SERVER & CLIENT

+ System Enhancements- Windows Server 2019- 64-bit Linux operating systems- Native ODBC drivers- TLS 1.2- Integration Server API updates – User privileges!

+ Java Access Bridge- No longer bundled with installer- Must be pre-installed for Java LearnMode integrations

Page 11: WHAT’S NEW IN PERCEPTIVE CONTENT (IMAGENOW) 7 › wp-content › uploads › RPI... · WHAT’S NEW IN PERCEPTIVE CONTENT (IMAGENOW) 7.3 Hyland just released Perceptive Content

Thursday, July 11, 2019 Slide 11RPI Consultants | Learn more at www.rpic.com.

BUSINESS INSIGHT

+ Oracle 12c R2

+ Transport Layer Security (TLS) 1.2

+ Updates & enhancements to existing reports

Product Enhancements NEW REPORT

+ List OSM object extensions in Perceptive Content environment- Useful in determining why OSMs are

excessively large

Page 12: WHAT’S NEW IN PERCEPTIVE CONTENT (IMAGENOW) 7 › wp-content › uploads › RPI... · WHAT’S NEW IN PERCEPTIVE CONTENT (IMAGENOW) 7.3 Hyland just released Perceptive Content

Thursday, July 11, 2019 Slide 12RPI Consultants | Learn more at www.rpic.com.

PERCEPTIVE EXPERIENCE CONTENT APPS 3.0

Perceptive Experience Content Apps 3.0 includes important updates to capture and tasks, and a new module for using Folders. Here’s what to know and why you might considering upgrading.

Page 13: WHAT’S NEW IN PERCEPTIVE CONTENT (IMAGENOW) 7 › wp-content › uploads › RPI... · WHAT’S NEW IN PERCEPTIVE CONTENT (IMAGENOW) 7.3 Hyland just released Perceptive Content

Thursday, July 11, 2019 Slide 13RPI Consultants | Learn more at www.rpic.com.

SYSTEM ENHANCEMENTS

+ Updated jQuery for eForms to 3.3.1

+ Enable & disable buttons and other controls based on user privileges

+ UI enhancements- Improved breadcrumb navigation- Shared toolbar for all document and folder actions- Additional toolbar configuration available in config.json

Page 14: WHAT’S NEW IN PERCEPTIVE CONTENT (IMAGENOW) 7 › wp-content › uploads › RPI... · WHAT’S NEW IN PERCEPTIVE CONTENT (IMAGENOW) 7.3 Hyland just released Perceptive Content

Thursday, July 11, 2019 Slide 14RPI Consultants | Learn more at www.rpic.com.

CONTENT APPS UPDATES

+ Capture- Ability to capture multiple documents during a scan session- Auto rotation – new image processing filter that allows you to correct the

orientation of scanned or imported images

- Folders- New module that allows you to group documents and other folders- View folder properties and related folders

- Tasks- Ability to modify tasks in Experience

+ Workflow- Perform workflow actions in Experience

Page 15: WHAT’S NEW IN PERCEPTIVE CONTENT (IMAGENOW) 7 › wp-content › uploads › RPI... · WHAT’S NEW IN PERCEPTIVE CONTENT (IMAGENOW) 7.3 Hyland just released Perceptive Content

Thursday, July 11, 2019 Slide 15RPI Consultants | Learn more at www.rpic.com.

SUMMARY & END OF LIFE DATES

+ Perceptive Content 7.1.5- Limited support starting August 2019- End of service August 2020

+ Perceptive Content 7.2.2- Limited support starting May 2020- End of service May 2021

+ Perceptive Content 7.2.3- Limited support starting August 2021- End of service August 2022

End of Life Updates Important Notes

+ No incremental script for 7.3 upgrade

+ WebNow no longer supported after 7.3

Page 16: WHAT’S NEW IN PERCEPTIVE CONTENT (IMAGENOW) 7 › wp-content › uploads › RPI... · WHAT’S NEW IN PERCEPTIVE CONTENT (IMAGENOW) 7.3 Hyland just released Perceptive Content

Thursday, July 11, 2019 Slide 16RPI Consultants | Learn more at www.rpic.com.

PLANNING YOUR NEXT PERCEPTIVE CONTENT UPGRADE

Thinking about upgrading to Perceptive Content 7.3 and/or Content Apps 3.0? Here’s what you need to know and how you can start planning.

Page 17: WHAT’S NEW IN PERCEPTIVE CONTENT (IMAGENOW) 7 › wp-content › uploads › RPI... · WHAT’S NEW IN PERCEPTIVE CONTENT (IMAGENOW) 7.3 Hyland just released Perceptive Content

Thursday, July 11, 2019 Slide 17RPI Consultants | Learn more at www.rpic.com.

WHY YOU SHOULD UPGRADE

+ Perceptive Content version older than 7.1.5

+ Active user of Perceptive Experience Apps version 2.4

+ Current user of WebNow

+ Significant utilization of Perceptive Content privileges

+ Planning to continue with Perceptive Content after 7.3

Page 18: WHAT’S NEW IN PERCEPTIVE CONTENT (IMAGENOW) 7 › wp-content › uploads › RPI... · WHAT’S NEW IN PERCEPTIVE CONTENT (IMAGENOW) 7.3 Hyland just released Perceptive Content

Thursday, July 11, 2019 Slide 18RPI Consultants | Learn more at www.rpic.com.

UPGRADE PREPARATION

+ Remove redundant, unused workflows

+ Perform regularly scheduled database backups

+ Run retention policies to remove unnecessary OSM’s

+ Clean up logs files and archive

+ Review and maintain iScripts

Page 19: WHAT’S NEW IN PERCEPTIVE CONTENT (IMAGENOW) 7 › wp-content › uploads › RPI... · WHAT’S NEW IN PERCEPTIVE CONTENT (IMAGENOW) 7.3 Hyland just released Perceptive Content

Thursday, July 11, 2019 Slide 19RPI Consultants | Learn more at www.rpic.com.

UPGRADE WITH RPI CONSULTANTS

+ Perceptive Content upgrade and integration experts- Brainware by Hyland, RPI's Yoga Platform, Kofax products

+ Broad Industry Experience- Higher Education, Health Care, Manufacturing, Construction, Government,

Utilities, & Public Services

+ Experienced Technical and Solution Architects

+ Dedicated PMO

+ Already kicked off our first 7.3 upgrades

Page 20: WHAT’S NEW IN PERCEPTIVE CONTENT (IMAGENOW) 7 › wp-content › uploads › RPI... · WHAT’S NEW IN PERCEPTIVE CONTENT (IMAGENOW) 7.3 Hyland just released Perceptive Content

Thursday, July 11, 2019 Slide 20RPI Consultants | Learn more at www.rpic.com.

CASE STUDY: WMU'S UPGRADE

+ Industry - Higher Education

+ Project Team- Daniel Jenab (PM) - Adam Kinney (Senior Consultant)- Jim Fall (Senior Account Executive)

+ Technical and Solution Services

+ Upgraded from version 6.7 to 7.2.3Project Closed 26 June 2019

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Thursday, July 11, 2019 Slide 21RPI Consultants | Learn more at www.rpic.com.

QUESTIONS & SUMMARYHyland just released Perceptive Content (ImageNow) 7.3, as well as Perceptive Experience Content Apps 3.0. Here’s what to know and why you might considering upgrading soon.

Page 22: WHAT’S NEW IN PERCEPTIVE CONTENT (IMAGENOW) 7 › wp-content › uploads › RPI... · WHAT’S NEW IN PERCEPTIVE CONTENT (IMAGENOW) 7.3 Hyland just released Perceptive Content

Thursday, July 11, 2019 Slide 22RPI Consultants | Learn more at www.rpic.com.

QUESTIONS & SUMMARY

Thank you for attending #Webinar Wednesday! To find future webinars and access all our previously recorded webinars, visit www.rpic.com/webinars.

+ Perceptive Content (ImageNow) 7.3 Updates

+ Perceptive Content Experience Apps 3.0

+ Planning your Next Upgrade

+ Upgrading with RPI Consultants

www.rpic.com

Page 23: WHAT’S NEW IN PERCEPTIVE CONTENT (IMAGENOW) 7 › wp-content › uploads › RPI... · WHAT’S NEW IN PERCEPTIVE CONTENT (IMAGENOW) 7.3 Hyland just released Perceptive Content

Thursday, July 11, 2019 Slide 23RPI Consultants | Learn more at www.rpic.com.

UPCOMING WEBINARS & TRAINING

+ Perceptive Content (ImageNow) Workflow- Friday, July 19th, 2:00pm CT

NEW: Live Workshop August Webinars: Kofax RPA

+ Kofax RPA for Accounts Payable - August 7th, 2019, 11:00am CT

+ Kofax RPA (Kapow) Tips & Tricks- August 7th, 2019, 1:00pm CT

Page 24: WHAT’S NEW IN PERCEPTIVE CONTENT (IMAGENOW) 7 › wp-content › uploads › RPI... · WHAT’S NEW IN PERCEPTIVE CONTENT (IMAGENOW) 7.3 Hyland just released Perceptive Content

Thursday, July 11, 2019 Slide 24RPI Consultants | Learn more at www.rpic.com.

OTHER UPCOMING EVENTS

+ Free Two-Day Course in KC- October 8th – 9th, 2019 - Includes Training & Hands-on Workshops- Includes lunches and dinner - Does not include travel

+ Register Online - www.rpic.com/kofax-rpa-workshop

Kofax RPA Workshop CommunityLive 2019

+ Perceptive Content Track- September 16th-20th

+ RPI Client Happy Hour - September 16th, 5:30pm at Bar 32- Register Online at

www.rpic.com/communitylive2019

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Thursday, July 11, 2019 Slide 25RPI Consultants | Learn more at www.rpic.com.

ADDITIONAL RESOURCES

+ Perceptive Content Knowledge Base - www.rpic.com/knowledge-base

+ Perceptive Content Webinars - www.rpic.com/webinars

+ Perceptive Content Professional Services - www.rpic.com/imagenow- www.rpic.com/imagenow/upgrades