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Technical Overview
2 
Technical Overview 
Standards based Architecture 
Scalable 
Secure 
Entirely Web Based 
Browser Independent 
Document F...
3 
Technical Overview 
Standards based Architecture 
Scalable 
Secure 
Entirely Web Based 
Browser Independent 
Document F...
4 
Technical Overview 
Standards based Architecture 
Scalable 
Secure 
Entirely Web Based 
Browser Independent 
Document F...
5 
Technical Overview 
Standards based Architecture 
Scalable 
Secure 
Entirely Web Based 
Browser Independent 
Document F...
6 
Technical Overview 
Standards based Architecture 
Scalable 
Secure 
Entirely Web Based 
Browser Independent 
Document F...
7 
Technical Overview 
Standards based Architecture 
Scalable 
Secure 
Entirely Web Based 
Browser Independent 
Document F...
8 
Technical Overview 
Standards based Architecture 
Scalable 
Secure 
Entirely Web Based 
Browser Independent 
Document F...
9 
Technical Overview 
Standards based Architecture 
Scalable 
Secure 
Entirely Web Based 
Browser Independent 
Document F...
10 
Technical Overview 
Standards based Architecture 
Scalable 
Secure 
Entirely Web Based 
Browser Independent 
Document ...
11 
Technical Overview 
Standards based Architecture 
Scalable 
Secure 
Entirely Web Based 
Browser Independent 
Document ...
12 
Technical Overview 
Standards based Architecture 
Scalable 
Secure 
Entirely Web Based 
Browser Independent 
Document ...
13 
Technical Overview 
Standards based Architecture 
Scalable 
Secure 
Entirely Web Based 
Browser Independent 
Document ...
14 
Technical Overview 
Standards based Architecture 
Scalable 
Secure 
Entirely Web Based 
Browser Independent 
Document ...
15 
Technical Overview 
Standards based Architecture 
Scalable 
Secure 
Entirely Web Based 
Browser Independent 
Document ...
16 
What’s under the hood? 
infoRouter is built on the Microsoft .Net framework. 
The web interface and other support comp...
17 
Features at a glance 
• Intuitive, Easy to use interface 
• Quick Access to all your information 
• Content & Meta Sea...
Internet Information Server (ISS) 
Notification Services Management Services Content Delivery Services Search Services Tas...
19 
infoRouter Distributed Model 
Internet 
Remote Clients 
Inforouter Application Servers 
Storage Array 
(Content Reposi...
Content Catalogs Document Server 
20 
infoRouter Distributed Model 
Networt Attached 
Storage Device 
or File Server 
V2.d...
21 
Access to infoRouter 
Custom Applications via the 
Web Service API 
Content META and 
Structure database 
Portal 
Infr...
HTTPS (secure sockets Layer) 
22 
infoRouter Authentication System 
Authenticated Remote User 
Local User - 1 Local User -...
Library A Group 1 
23 
infoRouter Libraries & Users 
Library Manager 
Local Users 
Local Users 
Library Managers 
Group 2 ...
24 
infoRouter Security System 
POLICY 
RULES 
Folder Rights: 
Document Rights: 
Role based security:
25 
infoRouter Portal System 
InfoRouter allows the 
creation of hundreds of 
portals. 
Portals can be used to 
create das...
Dutch German 
26 
infoRouter Localization - Globalization 
If you do business across disperse geographies and time zones, ...
27 
infoRouter Search Services 
Database 
Query filtering, 
merging, caching 
and Paging 
service 
Query Parser 
Content C...
28 
infoRouter Forms Management 
HTML Parsing algorithm 
deciphers HTML Form 
template to identify user 
defined prompts. ...
29 
infoRouter Workflow/Approval System 
Task Management and 
Decision Services 
Document processed 
by task owners 
Workf...
30 
Anatomy of an infoRouter Document 
Document 
Subscribers 
User Security 
Comments 
Retention Rules 
META Services 
Aut...
31 
infoRouter Notification Services 
• New 
• Read 
• Change 
• Update 
• Check Out 
• Approve / Reject 
• Comment 
• Mov...
32 
infoRouter e-mail Archiving 
Emails can be extracted out of 
MS Exchange or any other e-mail 
server and archived into...
33 
infoRouter MS Outlook Integration 
infoRouter users can select e-mails 
directly from their MS Outlook 
clients and re...
34 
infoRouter Hot Folders- Capturing Data 
Image is converted to Adobe 
PDF. XML Data is processed to 
populate infoRoute...
35 
infoRouter Hot Folders- Capturing Data 
Incoming data is analyzed and 
routed to the appropriate 
infoRouter folder. 
...
36 
Scanning & OCR 
Image is converted to Adobe 
PDF. XML Data is processed to 
populate infoRouter META Data 
InfoRouter ...
37 
infoRouter XML Web Services 
Remote Application making Web Service 
calls to infoRouter. 
Client Application may be on...
Sales & Support 
For pre-sales technical support or 
sales related questions, 
please send an email to 
sales@inforouter.c...
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InfoRouter Document Management Software Technical Presentation Slide 1 InfoRouter Document Management Software Technical Presentation Slide 2 InfoRouter Document Management Software Technical Presentation Slide 3 InfoRouter Document Management Software Technical Presentation Slide 4 InfoRouter Document Management Software Technical Presentation Slide 5 InfoRouter Document Management Software Technical Presentation Slide 6 InfoRouter Document Management Software Technical Presentation Slide 7 InfoRouter Document Management Software Technical Presentation Slide 8 InfoRouter Document Management Software Technical Presentation Slide 9 InfoRouter Document Management Software Technical Presentation Slide 10 InfoRouter Document Management Software Technical Presentation Slide 11 InfoRouter Document Management Software Technical Presentation Slide 12 InfoRouter Document Management Software Technical Presentation Slide 13 InfoRouter Document Management Software Technical Presentation Slide 14 InfoRouter Document Management Software Technical Presentation Slide 15 InfoRouter Document Management Software Technical Presentation Slide 16 InfoRouter Document Management Software Technical Presentation Slide 17 InfoRouter Document Management Software Technical Presentation Slide 18 InfoRouter Document Management Software Technical Presentation Slide 19 InfoRouter Document Management Software Technical Presentation Slide 20 InfoRouter Document Management Software Technical Presentation Slide 21 InfoRouter Document Management Software Technical Presentation Slide 22 InfoRouter Document Management Software Technical Presentation Slide 23 InfoRouter Document Management Software Technical Presentation Slide 24 InfoRouter Document Management Software Technical Presentation Slide 25 InfoRouter Document Management Software Technical Presentation Slide 26 InfoRouter Document Management Software Technical Presentation Slide 27 InfoRouter Document Management Software Technical Presentation Slide 28 InfoRouter Document Management Software Technical Presentation Slide 29 InfoRouter Document Management Software Technical Presentation Slide 30 InfoRouter Document Management Software Technical Presentation Slide 31 InfoRouter Document Management Software Technical Presentation Slide 32 InfoRouter Document Management Software Technical Presentation Slide 33 InfoRouter Document Management Software Technical Presentation Slide 34 InfoRouter Document Management Software Technical Presentation Slide 35 InfoRouter Document Management Software Technical Presentation Slide 36 InfoRouter Document Management Software Technical Presentation Slide 37 InfoRouter Document Management Software Technical Presentation Slide 38
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InfoRouter Document Management Software Technical Presentation

  1. 1. Technical Overview
  2. 2. 2 Technical Overview Standards based Architecture Scalable Secure Entirely Web Based Browser Independent Document Format independent LDAP integration Distributed Architecture Multiple Language Support Web Services API WebDAV Meta Data Services Web Portal Interface Live Update Technical Slides – Under the Hood InfoRouter is standards based, it easily integrates with existing IT infrastructures. There are standard InfoRouter APIs for WebDAV, FTP, and the Web services standards UDDI and WSDL. The architecture completely supports the Microsoft .NET environment and XML processing. InfoRouter integrates “out of the box” with enterprise applications and systems, including directory services using the LDAP standard.
  3. 3. 3 Technical Overview Standards based Architecture Scalable Secure Entirely Web Based Browser Independent Document Format independent LDAP integration Distributed Architecture Multiple Language Support Web Services API WebDAV Meta Data Services Web Portal Interface Live Update Technical Slides – Under the Hood As your document and content management needs grow larger and more complex, the infoRouter solution efficiently manages ever-increasing volumes of content, high traffic loads and additional users. The infoRouter architecture takes full advantage of the underlying hardware platform’s scalability by utilizing multiprocessor systems as well as caching and clustering environments. InfoRouter easily supports thousands of users with its distributed architecture. There are cases where a single instance of infoRouter supports 15000 users.
  4. 4. 4 Technical Overview Standards based Architecture Scalable Secure Entirely Web Based Browser Independent Document Format independent LDAP integration Distributed Architecture Multiple Language Support Web Services API WebDAV Meta Data Services Web Portal Interface Live Update Technical Slides – Under the Hood InfoRouter enforces appropriate levels of security as organizations make their repository content available to a wide range of contributors and users. Access control lists define the users, groups, and roles that can access content as well as the operations that can be performed. Sensitive information can be encrypted and network communications among servers and desktop clients can be secured through Secure Sockets Layer (SSL). Isolated work areas ensure that users only see content that is relevant to them. InfoRouter offers extensive auditing of all system activities.
  5. 5. 5 Technical Overview Standards based Architecture Scalable Secure Entirely Web Based Browser Independent Document Format independent LDAP integration Distributed Architecture Multiple Language Support Web Services API WebDAV Meta Data Services Web Portal Interface Live Update Technical Slides – Under the Hood InfoRouter is a server based software with a robust web interface. Thousands of users can access infoRouter simply by using a web browser. Because infoRouter is web based, deployment to hundreds (even thousands) of users is a breeze. Your internal and external customers, vendors, and partners from remote locations can securely access infoRouter from anywhere around the globe. Even management functions of infoRouter are all web based so administrators can remotely perform administration functions.
  6. 6. 6 Technical Overview Standards based Architecture Scalable Secure Entirely Web Based Browser Independent Document Format independent LDAP integration Distributed Architecture Multiple Language Support Web Services API WebDAV Meta Data Services Web Portal Interface Live Update Technical Slides – Under the Hood InfoRouter is browser independent. InfoRouter supports all major browsers such as Internet Explorer (IE), Firefox, Chrome and Safari
  7. 7. 7 Technical Overview Standards based Architecture Scalable Secure Entirely Web Based Browser Independent Document Format independent LDAP integration Distributed Architecture Multiple Language Support Web Services API WebDAV Meta Data Services Web Portal Interface Live Update Technical Slides – Under the Hood infoRouter can store, manage, secure and distribute content in a consistent manner, regardless of content type and format. You can easily Capture, Create, Classify, Share & Protect, Retain, Archive and Destroy critical business documents and records. infoRouter supports every imaginable document format. Here are just a few: Office Documents (Word, Excel, PowerPoint) Text, XML and HTML documents Scanned images Digitized photographs Multimedia digital assets (Music, Video etc) Medical images Documents and records from other applications
  8. 8. 8 Technical Overview Standards based Architecture Scalable Secure Entirely Web Based Browser Independent Document Format independent LDAP integration Distributed Architecture Multiple Language Support Web Services API WebDAV Meta Data Services Web Portal Interface Live Update Technical Slides – Under the Hood InfoRouter integrates “out of the box” with directory services using the LDAP standard. Users can be imported from corporate LDAP servers to eliminate the need for a different User ID & Password combination for infoRouter. Users imported from LDAP are authenticated from LDAP. InfoRouter also includes an internal users database to accommodate remote users not in the LDAP database. Accounts for external users, partners and vendors can easily be created and managed directly from within infoRouter.
  9. 9. 9 Technical Overview Standards based Architecture Scalable Secure Entirely Web Based Browser Independent Document Format independent LDAP integration Distributed Architecture Multiple Language Support Web Services API WebDAV Meta Data Services Web Portal Interface Live Update Technical Slides – Under the Hood The distributed architecture of infoRouter allows the installation of different components of infoRouter across multiple servers for load balancing purposes. You can use multiple servers to participate in managing your content repository with speed and confidence. Multiple IIS Servers can participate in serving content to distribute the load. Separate instances of infoRouter can be placed on both sides of a firewall. InfoRouter can work seamlessly with Proxy and Reverse Proxy servers.
  10. 10. 10 Technical Overview Standards based Architecture Scalable Secure Entirely Web Based Browser Independent Document Format independent LDAP integration Distributed Architecture Multiple Language Support Web Services API WebDAV Meta Data Services Web Portal Interface Live Update Technical Slides – Under the Hood A single instance of infoRouter can support multiple languages simultaneously. Geographically dispersed internal and external users, customers and vendors can all simultaneously work with infoRouter in their preferred language. We currently support the following languages: English German Dutch Spanish Turkish Adding additional languages or changing existing languages with preferred jargon or industry specific language is very easy.
  11. 11. 11 Technical Overview Standards based Architecture Scalable Secure Entirely Web Based Browser Independent Document Format independent LDAP integration Distributed Architecture Multiple Language Support Web Services API WebDAV Meta Data Services Web Portal Interface Live Update Technical Slides – Under the Hood You can seamlessly integrate your “in-house” applications (local or remote) into infoRouter through the infoRouter Web Services API. Systems or applications lacking content and document control features can be enhanced and extended by integrating them with infoRouter. The Web Services API will allow your developers to access core functions of infoRouter by making a series of simple SOAP / XML calls via HTTP. We provide a series of Open Source applications that use the Web Services API to serve as working examples so you can quickly get started with your own project.
  12. 12. 12 Technical Overview Standards based Architecture Scalable Secure Entirely Web Based Browser Independent Document Format independent LDAP integration Distributed Architecture Multiple Language Support Web Services API WebDAV Meta Data Services Web Portal Interface Live Update Technical Slides – Under the Hood WebDAV (Distributed Authoring & Versioning): infoRouter is also a fully integrated WebDAV Server (RFC 2518 Compliant Server) that allows users to bypass the infoRouter interface and collaboratively edit and manage files and documents using the standard Windows Explorer interface. Users will be able to upload new documents, view documents, drag-and-drop documents in and out of infoRouter simply by using the standard Windows File Explorer. Using WebDAV compatible applications such as Microsoft’s Word, users can simply open Word documents, and save their changes directly into infoRouter.
  13. 13. 13 Technical Overview Standards based Architecture Scalable Secure Entirely Web Based Browser Independent Document Format independent LDAP integration Distributed Architecture Multiple Language Support Web Services API WebDAV Meta Data Services Web Portal Interface Live Update Technical Slides – Under the Hood Users can create virtually unlimited number of custom document property fields and field sets. The ability to create multiple document attributes that are relevant to your line of business will allow you to search for and quickly find your critical business documents. Query Example: Find all invoices sent by ACME after 10/01/2008 and where the $ amount is more than $976.03 A query like this is not available even in search engines like Google and Yahoo. It is however, possible with the infoRouter META Data services. META attributes can be assigned to non-indexed documents such as scanned documents and images to quickly get the right content.
  14. 14. 14 Technical Overview Standards based Architecture Scalable Secure Entirely Web Based Browser Independent Document Format independent LDAP integration Distributed Architecture Multiple Language Support Web Services API WebDAV Meta Data Services Web Portal Interface Live Update Technical Slides – Under the Hood Web Portal Software Systems have become a very effective communication medium for sharing information and conducting business transactions with customers, vendors and partners. Portals have become gateways to information in many progressive companies where employees directly log into corporate portals to start their days. infoRouter allows the creation and management of virtually unlimited number of portals from a single instance of infoRouter. Portals can be used to provide a consolidated dashboard of information to internal and external customers.
  15. 15. 15 Technical Overview Standards based Architecture Scalable Secure Entirely Web Based Browser Independent Document Format independent LDAP integration Distributed Architecture Multiple Language Support Web Services API WebDAV Meta Data Services Web Portal Interface Live Update Technical Slides – Under the Hood infoRouter Live Update is very similar to the Microsoft Windows Update. By running Live Update, customers can download all the latest patches and enhancements to infoRouter directly from our support site. This smart technology compares the latest version of infoRouter software to the customer copy. The differences are identified and the required components are automatically updated. Active Innovations, Inc. releases around 10 Live Update enhancement patches every year.
  16. 16. 16 What’s under the hood? infoRouter is built on the Microsoft .Net framework. The web interface and other support components have been built using ASP.NET, Java Script & Ajax. infoRouter runs on all Microsoft Server class machines (Windows 2003, 2008 and 2012) InfoRouter also requires one of the following DBMS platforms: Microsoft SQL Server Oracle MySQL
  17. 17. 17 Features at a glance • Intuitive, Easy to use interface • Quick Access to all your information • Content & Meta Search with Full-text indexing • Check In-Check Out Control • Thumbnail views for image intensive folders • Version Control • Email Alerts and Change Notifications • Audit trails • Smart Folders-Define & Enforce Folder Rules • Native Format publishing (No Conversions) • Standard Web browser access from anywhere • User managed, self service environment • Remote authoring, editing and management • Document Associations • Custom document properties • Multiple Uploads and Downloads • Document Approval Mechanism • User Maintained & Managed work areas. • Recycle Bin functionality over the Internet • Configurable Search Screens • Configurable Category Screens • ISO Document Control & Review Mechanism • HTML & PDF Forms Management • High Volume Document Capture Tools • Template-driven Content Management • Records Management • Retention, Archival & Disposition Schedules • Regulatory Compliance Tools & Audit Trails for • DOD 5015.2 Compliance • Sarbanes Oxley Act. • SEC & HIPAA Compliance • Life Sciences: 21 CFR Part 11 • ISO Document Control • E-Discovery • Easy to Manage & Administer • Remote Administration • Integration into In-house applications • High-performance load balancing • Multi Server-Distributed Architecture • HTTPS-SSL Encryption • Flexible & powerful security features • Customizable Security Profiles and Rules • Library, Document & Folder Level Security • Secure & isolated work areas. • Web Services API for custom development • Easy Recovery, Archive & Purge tool • WebDAV Interface • Open Source Application Samples • Open Source Scanning interface • Automatic document import with Watched Folders (hot folder) technology.
  18. 18. Internet Information Server (ISS) Notification Services Management Services Content Delivery Services Search Services Task Management Services 18 infoRouter Application Structure Garbage Collector Client Request Brokers Hot Folder Monitoring Services WEB Services API LDAP or infoRouter Authentication Ticketing Service (Authentication) Business Layer Server Backbone Logging and Audit Services Data Layer Content Index Catalogs (File System) Documents & Content Warehouses (File System) Meta Data Repository (Database) Form & Templates Repositories Log Repositories SMTP Server Firefox / IE / Mozilla WebDAV Server Web Drive & WebDAV Clients Application Interface Custom Programs Portals
  19. 19. 19 infoRouter Distributed Model Internet Remote Clients Inforouter Application Servers Storage Array (Content Repositories) Intranet Clients Catalog Server LDAP Server SMTP Server Database Server Firewall / Proxy
  20. 20. Content Catalogs Document Server 20 infoRouter Distributed Model Networt Attached Storage Device or File Server V2.doc V3.doc Distributed Document warehouse. The warehouse can be spread across multiple servers for High Speed Load Balancing on the File System infoRouter META Services (Comments, Security, Version Custom properties etc.) Abstract Cache DBMS 00 01 02 0 1 2 3 1 P1002 V1.doc
  21. 21. 21 Access to infoRouter Custom Applications via the Web Service API Content META and Structure database Portal Infrastructure infoRouter Content Repository Standard infoRouter user interface Customizable infoRouter Portals WebDAV
  22. 22. HTTPS (secure sockets Layer) 22 infoRouter Authentication System Authenticated Remote User Local User - 1 Local User - 2 infoRouter Server Anonymous Remote User Anonymous Local User LDAP Database confirms user Authentication Server issues Ticket infoRouter User Database confirms user
  23. 23. Library A Group 1 23 infoRouter Libraries & Users Library Manager Local Users Local Users Library Managers Group 2 Isolated Libraries provide secure work areas for project teams, departments or customers. Access to libraries are through membership. Library B POLICY RULES
  24. 24. 24 infoRouter Security System POLICY RULES Folder Rights: Document Rights: Role based security:
  25. 25. 25 infoRouter Portal System InfoRouter allows the creation of hundreds of portals. Portals can be used to create dashboards for employees, customers and partners. Portal templates can be used to create portals within minutes. Portals can be created to allow personalization by its members. XML XML XML
  26. 26. Dutch German 26 infoRouter Localization - Globalization If you do business across disperse geographies and time zones, did you know that a single instance of infoRouter can serve multiple users in different languages simultaneously? English English Spanish Turkish
  27. 27. 27 infoRouter Search Services Database Query filtering, merging, caching and Paging service Query Parser Content Catalogs Content Repositories Intranet Clients InfoRouter Search Services allows users to search for and find documents by querying the full-text indexes as well as document attributes (META).
  28. 28. 28 infoRouter Forms Management HTML Parsing algorithm deciphers HTML Form template to identify user defined prompts. Data is separated from style so even forms can be versioned. Form data is kept in standard XML format. New Document creation using Form template Check Out and Edit form values Regenerated PDF with new form values Meta Processing and PDF Transformation Services Meta Processing and PDF Transformation Services
  29. 29. 29 infoRouter Workflow/Approval System Task Management and Decision Services Document processed by task owners Workflow Response
  30. 30. 30 Anatomy of an infoRouter Document Document Subscribers User Security Comments Retention Rules META Services Author(s) Owner Tasks Audit v4
  31. 31. 31 infoRouter Notification Services • New • Read • Change • Update • Check Out • Approve / Reject • Comment • Move • Delete • Check In Check out V3 Edit and Check In V4 Notification Service Document Subscribers receive change event notifications v4
  32. 32. 32 infoRouter e-mail Archiving Emails can be extracted out of MS Exchange or any other e-mail server and archived into infoRouter. E-mails now become searchable by everyone with the right access level. A must-have requirement for Regulatory Compliance initiatives. Outlook users register individual e-mails to infoRouter MS Exchange Server or other e-mail server Custom interface into infoRouter InfoRouter Server
  33. 33. 33 infoRouter MS Outlook Integration infoRouter users can select e-mails directly from their MS Outlook clients and register selected e-mails to infoRouter. Users can select attachments they wish to include and enter required information (Meta Data) as they register e-mails to infoRouter. Even the attachments become searchable. InfoRouter Server
  34. 34. 34 infoRouter Hot Folders- Capturing Data Image is converted to Adobe PDF. XML Data is processed to populate infoRouter META Data infoRouter Hot Folder Monitoring service infoRouter
  35. 35. 35 infoRouter Hot Folders- Capturing Data Incoming data is analyzed and routed to the appropriate infoRouter folder. infoRouter Hot Folder Monitoring service Documents sent through FTP Documents or Data sent through EDI infoRouter
  36. 36. 36 Scanning & OCR Image is converted to Adobe PDF. XML Data is processed to populate infoRouter META Data InfoRouter OCR Pools infoRouter Hot Folder Monitoring service infoRouter
  37. 37. 37 infoRouter XML Web Services Remote Application making Web Service calls to infoRouter. Client Application may be on any platform (Java, Unix, Linux, Mac). infoRouter Content Templates and META All Control Panel and Management functions
  38. 38. Sales & Support For pre-sales technical support or sales related questions, please send an email to sales@inforouter.com Or call 1.800.237.5948 Outside the USA call: 1.631.218.7600

InfoRouter Document Management Software Technical Presentation

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