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WHAT’S NEW IN KC 9?
Richard Brierton, Senior Product Marketing Manager
3 Get the Most our of Your Kofax Capture (and Transformation) Investment
Kofax Product Lifecycle
•Kofax supports the current major version of software and one
major version back
•Ascent 7.x End of Life Communicated November 30, 2009
Slide 4 Get the Most our of Your Kofax Capture (and Transformation) Investment
Item Date
End of Sale – New Purchases July 2008
End of Sale – Existing 7.x Customers March 31, 2010
End of Support – All 7.x Versions March 31, 2011
Version Status
Kofax Capture 9.x Currently Supported
Kofax Capture 8.x Currently Supported
Ascent Capture 7.x Beyond 2 versions – EOL Initiated
General Release Update
Software available for download from Kofax Electronic
Fulfillment Site – http://delivery.kofax.com
Customers current with Support can download and install the
upgrade at their discretion
Kofax Capture 9 supports an upgrade from Ascent Capture
7.x and Kofax Capture 8
Complete the upgrade and reactivate the license
Slide 5 Get the Most our of Your Kofax Capture (and Transformation) Investment
New Supported Platforms
• Operating Systems
• Microsoft
• Windows 7 Professional, Ultimate and Enterprise
• Windows Server 2008 Datacenter Edition
• Windows Server 2008 Datacenter x64 Edition (64-Bit)
• Windows Server 2008 Datacenter Edition with Service Pack 1
• Windows Server 2008 Datacenter x64 Edition (64-Bit) with Service Pack 1
• Sun - KCNS only
• Solaris 10 with Patch (01/07/08)
• Linux- KCNS only
• Red Hat Enterprise Linux 5
• Web Servers
• Internet Information Services (IIS) 7.0
• IBM WebSphere 7.0
• Notes
• Discontinued Support for Windows 2000
Slide 6 Get the Most our of Your Kofax Capture (and Transformation) Investment
Update Batch Classes in Progress
Challenge
• Some errors require a batch class update to fix
• Validation script errors
• Password mismatch with export/release targets
• Prior to Kofax Capture 9, batch class updates did not
apply to batches in progress
Solution
• With a single click Administrators can update batches
in progress to utilize the latest published batch class
Result
• Greatly reduces time and effort to correct production
problems
Slide 7 Get the Most our of Your Kofax Capture (and Transformation) Investment
Batch Class Update Exceptions
•Image directory changes
•Added, removed, or renamed:
• Queues (renaming does not apply)
• Form types
• Folder types
• Batch fields
• Document index fields
• Folder index fields
•Change Total index field setting in the document class
properties
Slide 8 Get the Most our of Your Kofax Capture (and Transformation) Investment
Challenge
• Administrators had to coordinate update activities
Solution
• Allow multiple users of Administration
Result
• More efficient administration
Multiple Users of Administration
Slide 9
Admin 1
Admin 2
Admin 3
Get the Most our of Your Kofax Capture (and Transformation) Investment
Challenge
• Scanning
• Most efficient when scanning large batches
containing many document types
• Validation
• Most efficient to distribute work to many operators
• Most effective when working on familiar document types
Solution
• Large multi document batches can be
split and routed to defined operators
Result
• More efficient operations
• Reduced operator costs and training
Document Routing
Slide 10
Validation – Tax Forms
Validation - Invoices
Validation - Contracts
TAX
Get the Most our of Your Kofax Capture (and Transformation) Investment
Document Routing Scenarios
Slide 11
Example Scenario Benefit
Mortgage Processing 200 page mortgage folder can be
validated by a queue of operators
accelerating the processing time.
Loan Processing Define rules related to loan amounts.
• Team A = loans < $25k
• Team B = loans >$25k
Healthcare For HIPAA reasons a single operator
would not process more than one
document from a patient folder
Specialized Training Route sensitive documents to personnel
with specialized training and skills
Language Route documents to a native speaking
operator
Mailroom Distribute documents to the right
department
Get the Most our of Your Kofax Capture (and Transformation) Investment
MSI Based Installer for Software Deployment and Patches
Challenge
• Enterprise customers standardize on software deployment and
management tools
• Microsoft Installer Packages (MSI)
• Windows Installer Patches (MSP)
Solution
• Kofax Capture 9 installer comes packaged as an MSI
• Service Packs and Patches packaged as MSPs
• Easily deploy Kofax Capture through “Add New Programs”
• Client patch level visible in “Add or Remove Programs
Result
• Lower cost to deploy and maintain Kofax Capture
Slide 12 Get the Most our of Your Kofax Capture (and Transformation) Investment
Automated Deployment of Customizations
Challenge
• Many enterprises customize Kofax Capture
• Workflow agents
• Custom panels
• Deployment and maintenance can be time consuming
Solution
• Automatically deploy customizations to stations and remote sites from
the Kofax Capture Server
Result
• Lowers costs and standardizes:
• Deployment of customizations
• Updates or modifications to customizations
• Ensures uniform installation and deployment of customizations
Slide 13
• Custom modules
• Export connectors
Get the Most our of Your Kofax Capture (and Transformation) Investment
How does it work?
• Place customization files in deployment folder on the server
• At next pulling interval files will get deployed to local stations and
remote sites
Automated Deployment of Customizations
Slide 14
MyCustomization.AEX
MyCustomization.DLL
MyCustomization.EXE
Registration
Time.txt
Version.txt
MyCustomization.AEX
MyCustomization.DLL
MyCustomizatiion.EXE
Registration
MyCustomization.AEX
MyCustomization.DLL
MyCustomizatiion.EXE
Registration
MyCustomization.AEX
MyCustomization.DLL
MyCustomizatiion.EXE
Registration
Remote Site
Get the Most our of Your Kofax Capture (and Transformation) Investment
Challenge
• Provide redundant license server at a remote site
Solution
• Enable backup license sever at a remote site
Result
• Remote site can continue processing without interruption
Remote Site Licensing High Availability
Slide 15
Primary License
Server
Backup License
Server Remote Site
Get the Most our of Your Kofax Capture (and Transformation) Investment
Custom Coding Samples
•.NET scripting has been updated to support Visual Studio
2008 and Visual Studio 2010
•Legacy Visual Basic 6 samples have been removed and are
no longer provided
•.NET samples are provided in the Kofax Capture server
share installation directory
Slide 16 Get the Most our of Your Kofax Capture (and Transformation) Investment
Recognition Server Update
•Kofax has standardized on a single recognition engine
•High Performance and Advanced ICR/OCR profiles
consolidated to use same engine internally
•No impact expected for new customers
•Exceptions for customers who upgrade can be addressed as
needed by inside sales
Slide 17 Get the Most our of Your Kofax Capture (and Transformation) Investment
New Recognition Languages
•Recognition Server supports several new languages:
• Chinese - Simplified
• Chinese - Traditional
• Japanese
• Korean
• Thai
• Hebrew
• Yiddish
Slide 18 Get the Most our of Your Kofax Capture (and Transformation) Investment
PDF Versioning
•PDF output can be configured to one of the following version
numbers:
• Auto
• 1.3
• 1.4
• 1.5
• 1.6
•When Auto is selected,
the PDF version
number is determined
by the engine and set to
the actual PDF version
number
Slide 19 Get the Most our of Your Kofax Capture (and Transformation) Investment
MICR Barcode Font CMC-7
•CMC-7 font is a special MICR barcode font used in Mexico,
France, Spain, Brazil and most Spanish speaking countries
•Used to print characters for magnetic recognition and optical
character recognition
•Contains 10 specially designed numeric characters 0-9, and
five special symbols
Slide 20 Get the Most our of Your Kofax Capture (and Transformation) Investment
MICR text type E13B
•The MICR E13B font is a special font that is used on bank
checks and drafts in the United States, Canada, Puerto Rico,
Panama, UK, and a few other countries
•It is normally used to print magnetic recognition and optical
character recognition systems
•It contains 10 specially designed numeric characters 0
through 9, and four special symbols:
• Transit
• Amount
• On-us
• Dash
Slide 21 Get the Most our of Your Kofax Capture (and Transformation) Investment
Kofax Capture Export Connector Rebranding
•Kofax Capture Release Module has been rebranded Kofax
Capture Export Connector (KCEC)
•Mapping of Kofax Capture Release to Export Connector
Slide 22
Kofax Capture Release Module
Kofax Capture 8 and Earlier
Kofax Capture Export Connector
Kofax Capture 9
Ascent Capture Database Release
Script
Kofax Capture Export Connector –
Database (KCEC-Database)
Ascent Capture Text Release Script Kofax Capture Export Connector – Text
(KCEC-Text)
Get the Most our of Your Kofax Capture (and Transformation) Investment
New Export Connectors
•Kofax Capture Export Connector – Email
• Send email to one or multiple addresses
• Specify email information based upon Kofax Capture data
• Define attachment naming convention
•Kofax Capture Export Connector – Fax
• Export to a fax server
• Specify fax information based upon Kofax Capture data
• Supports the following fax servers:
• Kofax Communication Server
• RightFax
• Biscom
Slide 23 Get the Most our of Your Kofax Capture (and Transformation) Investment
Vragen?
• Bezoek Docspro
28-10-2010Docspro 2010 1
Neem contact op met onze
account managers via
0172 – 419 334 of sales@docspro.nl.
Contact
28-10-2010Docspro 2010 2
• Docspro B.V.
Henry Dunantweg 42
2402 NR Alphen a/d Rijn
T: +31 (0) 172 – 419 334
F: +31 (0) 172 – 419 344
E: info@docspro.nl
I: www.docspro.nl
• Elles van der Werff
Account Manager
• Maarten Wehmeijer
Account Manager
• Andra Vlaardingerbroek
Sales Specialist

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What's new in Kofax Capture 9.0 - English

  • 1. WHAT’S NEW IN KC 9? Richard Brierton, Senior Product Marketing Manager 3 Get the Most our of Your Kofax Capture (and Transformation) Investment
  • 2. Kofax Product Lifecycle •Kofax supports the current major version of software and one major version back •Ascent 7.x End of Life Communicated November 30, 2009 Slide 4 Get the Most our of Your Kofax Capture (and Transformation) Investment Item Date End of Sale – New Purchases July 2008 End of Sale – Existing 7.x Customers March 31, 2010 End of Support – All 7.x Versions March 31, 2011 Version Status Kofax Capture 9.x Currently Supported Kofax Capture 8.x Currently Supported Ascent Capture 7.x Beyond 2 versions – EOL Initiated
  • 3. General Release Update Software available for download from Kofax Electronic Fulfillment Site – http://delivery.kofax.com Customers current with Support can download and install the upgrade at their discretion Kofax Capture 9 supports an upgrade from Ascent Capture 7.x and Kofax Capture 8 Complete the upgrade and reactivate the license Slide 5 Get the Most our of Your Kofax Capture (and Transformation) Investment
  • 4. New Supported Platforms • Operating Systems • Microsoft • Windows 7 Professional, Ultimate and Enterprise • Windows Server 2008 Datacenter Edition • Windows Server 2008 Datacenter x64 Edition (64-Bit) • Windows Server 2008 Datacenter Edition with Service Pack 1 • Windows Server 2008 Datacenter x64 Edition (64-Bit) with Service Pack 1 • Sun - KCNS only • Solaris 10 with Patch (01/07/08) • Linux- KCNS only • Red Hat Enterprise Linux 5 • Web Servers • Internet Information Services (IIS) 7.0 • IBM WebSphere 7.0 • Notes • Discontinued Support for Windows 2000 Slide 6 Get the Most our of Your Kofax Capture (and Transformation) Investment
  • 5. Update Batch Classes in Progress Challenge • Some errors require a batch class update to fix • Validation script errors • Password mismatch with export/release targets • Prior to Kofax Capture 9, batch class updates did not apply to batches in progress Solution • With a single click Administrators can update batches in progress to utilize the latest published batch class Result • Greatly reduces time and effort to correct production problems Slide 7 Get the Most our of Your Kofax Capture (and Transformation) Investment
  • 6. Batch Class Update Exceptions •Image directory changes •Added, removed, or renamed: • Queues (renaming does not apply) • Form types • Folder types • Batch fields • Document index fields • Folder index fields •Change Total index field setting in the document class properties Slide 8 Get the Most our of Your Kofax Capture (and Transformation) Investment
  • 7. Challenge • Administrators had to coordinate update activities Solution • Allow multiple users of Administration Result • More efficient administration Multiple Users of Administration Slide 9 Admin 1 Admin 2 Admin 3 Get the Most our of Your Kofax Capture (and Transformation) Investment
  • 8. Challenge • Scanning • Most efficient when scanning large batches containing many document types • Validation • Most efficient to distribute work to many operators • Most effective when working on familiar document types Solution • Large multi document batches can be split and routed to defined operators Result • More efficient operations • Reduced operator costs and training Document Routing Slide 10 Validation – Tax Forms Validation - Invoices Validation - Contracts TAX Get the Most our of Your Kofax Capture (and Transformation) Investment
  • 9. Document Routing Scenarios Slide 11 Example Scenario Benefit Mortgage Processing 200 page mortgage folder can be validated by a queue of operators accelerating the processing time. Loan Processing Define rules related to loan amounts. • Team A = loans < $25k • Team B = loans >$25k Healthcare For HIPAA reasons a single operator would not process more than one document from a patient folder Specialized Training Route sensitive documents to personnel with specialized training and skills Language Route documents to a native speaking operator Mailroom Distribute documents to the right department Get the Most our of Your Kofax Capture (and Transformation) Investment
  • 10. MSI Based Installer for Software Deployment and Patches Challenge • Enterprise customers standardize on software deployment and management tools • Microsoft Installer Packages (MSI) • Windows Installer Patches (MSP) Solution • Kofax Capture 9 installer comes packaged as an MSI • Service Packs and Patches packaged as MSPs • Easily deploy Kofax Capture through “Add New Programs” • Client patch level visible in “Add or Remove Programs Result • Lower cost to deploy and maintain Kofax Capture Slide 12 Get the Most our of Your Kofax Capture (and Transformation) Investment
  • 11. Automated Deployment of Customizations Challenge • Many enterprises customize Kofax Capture • Workflow agents • Custom panels • Deployment and maintenance can be time consuming Solution • Automatically deploy customizations to stations and remote sites from the Kofax Capture Server Result • Lowers costs and standardizes: • Deployment of customizations • Updates or modifications to customizations • Ensures uniform installation and deployment of customizations Slide 13 • Custom modules • Export connectors Get the Most our of Your Kofax Capture (and Transformation) Investment
  • 12. How does it work? • Place customization files in deployment folder on the server • At next pulling interval files will get deployed to local stations and remote sites Automated Deployment of Customizations Slide 14 MyCustomization.AEX MyCustomization.DLL MyCustomization.EXE Registration Time.txt Version.txt MyCustomization.AEX MyCustomization.DLL MyCustomizatiion.EXE Registration MyCustomization.AEX MyCustomization.DLL MyCustomizatiion.EXE Registration MyCustomization.AEX MyCustomization.DLL MyCustomizatiion.EXE Registration Remote Site Get the Most our of Your Kofax Capture (and Transformation) Investment
  • 13. Challenge • Provide redundant license server at a remote site Solution • Enable backup license sever at a remote site Result • Remote site can continue processing without interruption Remote Site Licensing High Availability Slide 15 Primary License Server Backup License Server Remote Site Get the Most our of Your Kofax Capture (and Transformation) Investment
  • 14. Custom Coding Samples •.NET scripting has been updated to support Visual Studio 2008 and Visual Studio 2010 •Legacy Visual Basic 6 samples have been removed and are no longer provided •.NET samples are provided in the Kofax Capture server share installation directory Slide 16 Get the Most our of Your Kofax Capture (and Transformation) Investment
  • 15. Recognition Server Update •Kofax has standardized on a single recognition engine •High Performance and Advanced ICR/OCR profiles consolidated to use same engine internally •No impact expected for new customers •Exceptions for customers who upgrade can be addressed as needed by inside sales Slide 17 Get the Most our of Your Kofax Capture (and Transformation) Investment
  • 16. New Recognition Languages •Recognition Server supports several new languages: • Chinese - Simplified • Chinese - Traditional • Japanese • Korean • Thai • Hebrew • Yiddish Slide 18 Get the Most our of Your Kofax Capture (and Transformation) Investment
  • 17. PDF Versioning •PDF output can be configured to one of the following version numbers: • Auto • 1.3 • 1.4 • 1.5 • 1.6 •When Auto is selected, the PDF version number is determined by the engine and set to the actual PDF version number Slide 19 Get the Most our of Your Kofax Capture (and Transformation) Investment
  • 18. MICR Barcode Font CMC-7 •CMC-7 font is a special MICR barcode font used in Mexico, France, Spain, Brazil and most Spanish speaking countries •Used to print characters for magnetic recognition and optical character recognition •Contains 10 specially designed numeric characters 0-9, and five special symbols Slide 20 Get the Most our of Your Kofax Capture (and Transformation) Investment
  • 19. MICR text type E13B •The MICR E13B font is a special font that is used on bank checks and drafts in the United States, Canada, Puerto Rico, Panama, UK, and a few other countries •It is normally used to print magnetic recognition and optical character recognition systems •It contains 10 specially designed numeric characters 0 through 9, and four special symbols: • Transit • Amount • On-us • Dash Slide 21 Get the Most our of Your Kofax Capture (and Transformation) Investment
  • 20. Kofax Capture Export Connector Rebranding •Kofax Capture Release Module has been rebranded Kofax Capture Export Connector (KCEC) •Mapping of Kofax Capture Release to Export Connector Slide 22 Kofax Capture Release Module Kofax Capture 8 and Earlier Kofax Capture Export Connector Kofax Capture 9 Ascent Capture Database Release Script Kofax Capture Export Connector – Database (KCEC-Database) Ascent Capture Text Release Script Kofax Capture Export Connector – Text (KCEC-Text) Get the Most our of Your Kofax Capture (and Transformation) Investment
  • 21. New Export Connectors •Kofax Capture Export Connector – Email • Send email to one or multiple addresses • Specify email information based upon Kofax Capture data • Define attachment naming convention •Kofax Capture Export Connector – Fax • Export to a fax server • Specify fax information based upon Kofax Capture data • Supports the following fax servers: • Kofax Communication Server • RightFax • Biscom Slide 23 Get the Most our of Your Kofax Capture (and Transformation) Investment
  • 22. Vragen? • Bezoek Docspro 28-10-2010Docspro 2010 1 Neem contact op met onze account managers via 0172 – 419 334 of sales@docspro.nl.
  • 23. Contact 28-10-2010Docspro 2010 2 • Docspro B.V. Henry Dunantweg 42 2402 NR Alphen a/d Rijn T: +31 (0) 172 – 419 334 F: +31 (0) 172 – 419 344 E: info@docspro.nl I: www.docspro.nl • Elles van der Werff Account Manager • Maarten Wehmeijer Account Manager • Andra Vlaardingerbroek Sales Specialist