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Canon ADOS Office Solution VP Training Canon

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Page 1: Office Solution VP Training

Canon ADOS

Office Solution VP Training

Canon

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Canon ADOS

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This page is initially left blank

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Canon ADOS

Contents Contents ........................................................................................................3 

Canon Value Proposition ................................................................. 1 

Quality .......................................................................................................1 

Need for Document Management ................................................... 2 

Knowledge Management Strategy ..............................................................2 

Document Management ...............................................................................4 

Capture, access, storage ...........................................................................4 

Scalability ..................................................................................................6 

Integration ................................................................................................6 

Process oriented workflow ........................................................................7 

Compliance with regulatory legislation ...................................................8 

Value Propositions ........................................................................................9 

ADOS Document Management ..................................................... 10 

ADOS Corporation .................................................................................. 10 

Target customers .................................................................................... 10 

Selling ADOS ........................................................................................... 11 

ADOS 6.2 ......................................................................................... 14 

Overview ..................................................................................................... 14 

Storage to ADOS ..................................................................................... 14 

Retrieval from ADOS ............................................................................... 15 

Capture ....................................................................................................... 16 

Types of data .......................................................................................... 16 

How to Capture ...................................................................................... 17 

Manage ....................................................................................................... 18 

Classification .......................................................................................... 18 

Categories ............................................................................................... 19 

Indexing ................................................................................................. 19 

Storage ....................................................................................................... 20 

ADOS applications ...................................................................................... 21 

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ADOS Navigator ...................................................................................... 22 

ADOS Viewer ........................................................................................... 23 

ADOS Capture Client............................................................................... 23 

ADOS WEB Access ................................................................................... 25 

ADOS Office Links ................................................................................... 25 

ADOS Solutions Designer ....................................................................... 25 

ADOS COLD Administrator ..................................................................... 26 

ADOS Console ......................................................................................... 26 

Editions & Scalability .................................................................................. 27 

Personal edition ..................................................................................... 27 

Workgroup edition ................................................................................. 28 

Standard & Enterprise edition ................................................................ 28 

Integration .................................................................................................. 29 

Security ....................................................................................................... 31 

User Licenses .............................................................................................. 31 

Language support ...................................................................................... 32 

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Canon Value Proposition Canon is introducing a set of Value propositions called:

Cost Control Productivity, and Security

This concept was first introduced at the Canon Concerto exhibition in Dubai October 2007, and already there it has proved a successful way of communicating Canon Value propositions to the customers.

The Value propositions go across the entire office product range of Canon Office MFP’s. This approach does not super-seed the need for traditional product knowledge and train-ing. However, these sales manuals should be seen in addi-tion to basic product knowledge.

Therefore, the purpose of the Value propositions, are to help you to communicate the benefit of Canon MFP office solution to the customer.

Unlike what we have done in the past, we will include Hardware as well as Solutions Software in the Value propo-sition.

The structure of this manual is that we will analyse the cus-tomer need and requirements, - based on market research. Then we will analyse how Canon solutions can meet those customer requirements.

Quality Quality is a Value proposition in its own right, - image qual-ity, finishing quality, product quality etc. However, in this content, we will include the Quality value proposition within the other Value propositions.

The conclusion is that the Canon Value proposition is re-lated to the four generic sales benefits: Money (Cost con-trol), time (Productivity), quality and Control (Security).

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Need for Document Management Companies of all sizes have a great need to manage their most precious corporate information resources, including their paper-based documents. As far back as the 1980s, it was estimated that up to 80% of a company’s information resided in documents on paper.

As a company’s knowledge is the backbone for it’s exis-tence, this information needs to be secured in order to se-cure the business. This is a necessity to maintain daily business but also to carry the company forward.

Today, reaseach shows that up to 85% of a company’s knowledge is to be found in their documents, so compared to the 80’s this has not changed a lot. However, the array of documents formats is now significantly broader since a substatial part of those are in a digitised format.

These documents include email, word processing docu-ments, electronic spreadsheets, slide presentations, PDF documents, scanned images, gigabytes of structured and unstructured data, reports, and gigabytes of HTML pages - and, of course:

Knowledge Management Strategy The increasing amount of documents – whether paper based or electronic, combined with the growth in distrib-

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uted workgroups, calls for a different approach to dealing with company information assets.

This is backed up by statistics like the following:

42% of managers use the wrong information at least once a week Managers and employees spend up to 25% of their time searching for information 59% of Managers claim they miss business critical infor-mation as a result of insufficient access or none availabil-ity 53% of all Managers claim that less than half of the in-formation they receive is of any value

Source: Accenture Information Management Services, January 2007

In other words:

Too often wrong information is used The required information is not present when needed The right information is not always available Too often the available information is useless

Additionally, and especially relevant for the paper based documents, they carry:

a cost, and a risk

Companies and organisations found in areas like e.g. healthcare, transporation, business consultancy etc. store tons and more tons of paper in file cabinets taking up com-plete floors in their buildings. The cost of space alone is very high and adding to this the missing or at least slow ac-cess to these documents translates into in-efficiency of the organisation, which at the end of the day means higher costs.

The risk of storing large amounts of paper based docu-ments refers to paper being very fragile. Water and fire, for exaple, can destroy such an archive completely without the possibility to restore the information.

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To overcome the above problems, many companies are implementing Knowledge Management strategies to help them cope with the amount of information.

A Knowledge Management strategy can be broadly under-stood as a program or plan that involves:

both human processes and technology to facilitate the organisation of, and access to, information for the people who need it when they need it

Because documents act as containers for knowledge, an important step in implementing a Knowledge Manage-ment Strategy must be to convert and integrate paper documents to an electronic format and hence establishing a Document Management System.

Document Management In order to get the most from a Document Management system it needs to be constructed and implemented in a way so it meets the following requirements:

Capture and distribution of information of all types Efficient storage / central access Scalability Integration Process oriented workflow Compliance with regulatory legislation Cost reduction

Capture, access, storage The first two bullets actually refers to the elements of a document life-cycle as illustrated below:

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Archiving

Creation Use & Change

Integrated Workflow

Safe keeping period

End of life

As can be seen the life cycle consists of five stages. Firstly the document is created after which it is stored – or ar-chived. At certain times the document may be used or changed by the same author or by others if more are work-ing on / using the same document.

After a certain period of time the document changes status from what may be considered an active document taking part of the daily business to a passive document that only needs to be referenced in rare situations. The document hence moves into the stage named ‘Safe keeping period’.

Some documents may end their life after the active period but other documents needs to be archived because of legis-lation or company policy. This would for instance be medi-cal journals, book-keeping documentation, construction plans etc.

However, at a point in time, the document may be deleted completely.

The various stages of the document life cycle sets certain requirements to the Document Management System. It should hence allow for:

Capturing Indexing

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Storage Searching Management, and Easy sharing

.. of the document.

Scalability Scalability refers to the dynamic changes of the system. Since a company will change over time, it is extremely im-portant that the system created in the early years can be used at a later point in time.

A company change may include various elements of which the size of the company is a typical example. It could how-ever also be a change in products/services offered or a change in the way people work. In fact, the Document Management system should be scalable and capable of ac-comodating all changes that modifies the document work-flow in the company.

In most situations though, the scalability will be concerned with a software upgrade from one version to another or to add new modules to an existing solution, that can handle the new demands to the system.

Integration Integration with the customers existing system and IT structure is imparable. If a solution hasn’t been designed to communicate with the existing systems and applications and hence may be considered a stand-alone solution, most of the potential value-adding is lost.

On the other hand, if the solution acts as an integrated part of the complete IT structure, substatial time and money may be saved.

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Process oriented workflow Many kinds of critical business documents enter or circulate around the offices in hardcopy in all stages of the docu-ment lifecycle.

Legal contracts, briefs, memos, and all kind of published documents including press releases, newsletters, bro-chures, manuals, annual reports, and research reports, are good examples.

They are all touched by many hands in the creation, edit-ing, and approval processes. Frequently, components of these are submitted in hardcopy.

The creation and management of these documents are of-ten run on a project-oriented basis, incorporating the work of teams of people, whose different tasks are delivered ei-ther in parallel time frames or sequentially.

It is costly and inefficient to manage these processes with a traditional physical paperflow, because the documents have to be carried around manually, send by post etc. Addi-tonally the process may be stopped for various reasons such as people being on leave, people calling in sick etc.

A step forward is hence to digitise all documents, sharing them on the network and let people communicate using e.g. e-mail.

Digitising all documentation calls for a Document Man-agement solution, which will allow for capture of the documentation. It will certainly also be efficient in the search and retrieval of documents.

However, implementing a Document Management solu-tion in terms of installing the software and digitising all documentation is not enough, if the customer wish for a true document workflow that is based on processes.

The keyword here is ‘processes’. Since the document trav-els from one person to another based on a given situation (e.g. approval of a purchase), all document processes needs to be identified and documented. Typically, the proc-cesses exist in the organisation, but not on paper or any

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other media. Additionally, some document processes may be so complicated that no one person in the organisation knows the entire process completely.

Therefore, to establish the process based document work-flow, all processes needs to be identified and documented. An example of a simple workflow is illustrated below:

Now, a Document Management software does not neces-sarily need to offer this kind of workflows. It may certainly provide the customer with many value propositions adding up to significant cost savings and more.

Adding the ability to control a process oriented document worflow in a Document Management solution will however offer obvious advantages to the customer.

Compliance with regulatory legislation As already mentioned, some information needs to be kept in storage for a given time. This information may be split into two types: Legislation and Company Policy. Some examples are provided below:

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Legislation:

Accounting (5 years) Patient journals (lifetime of the patient) Life ensureance policies (Avg lifetime + 7 years) Real Estate agent (5 years)

Company Policies:

Customer data Employee data Product dokumentation (lifetime + X years) Patents Building contructions (100 year or more)

This naturally needs to be taken into consideration when designing the Document Management solution.

Value Propositions Based on the above, we may now summarise the value propositions of a Document Management system and di-vide them into our three overall value proposition areas:

Cost Control Productivity Security

Digital storage of documents

Faster access to in-formation

Increased document security

Reduce paper and photocopy costs

Optimized availability of information

Regain and retain control of informa-

tion

Less transport costs Increased collabora-tion between users

Comply with regula-tory legislation

Less storage rental costs

Transparent business process management SSO, Signatures etc.

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ADOS Document Management

ADOS Corporation The Document Management solution from Canon is called ADOS and was developed by the company sharing the same name.

ADOS has developed Document Management solutions since 1991 and has two main headquarters – one based in Vienna Austria, the other in Cary/North Carolina, USA.

In 1992 ADOS became a trusted business partner of Canon and in 2002 this turned into a Strategic alliance, where ADOS develops and supports the software and Canon dis-tribute the software. This also means that ADOS is only available for Canon and Canon customers.

Based on Canons global distribution net, ADOS has now been sold to more than 1,000 customers spread out over Europe, Middle East, Africa, US and Canada.

Target customers In order to identify the typical customer, the customers may be broken down into industries, which the following two pie-charts gives an illustration of:

13%

11%

8%

8%5%4%

50%

Industrial Manufacturing

Banking/Finance

Health Care

Goverment

Chemical, Pharmacy

Trading

Other

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4%

4%

4%

4%3%3%

2%

2%

2%

5%

Others Education

Transport

Insurance

Professional Services

General Vertical

Automotive

Food and Beverage

Media & Entertainment

Consumer Business Manufacturing

As can be seen only four industries have a higher represen-tation being:

Industrial manufacturing Banking / Finance Healthcare, and Government

These industries are reprecented with 8-13%. The rest of the industries are spread out between 2-5%.

As such, this tells us that it might be an idea to focus on the Top 4 industries, but at the other hand it also tells us that Document Management is relevant for all types of indus-tries.

Selling ADOS When selling a piece of software being ADOS or another software solution, it is important to notice that you are not just selling a box with software.

Using the example of ADOS, you are selling the customer a solution that affects his daily business routines, that affects his ability to make money, to save costs and to carry the business forward.

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You are also selling a solution to problems he may have such as locating critical business documents quickly, to se-cure the company documents etc.

Because the implementation of a Document Management system requires close contact with the customer you are at the same time inviting the customer for a long time rela-tionship. If the customer accepts your invitation, he is opening his doors to you, allowing you to affect his busi-ness. He will only do this to a trusted partner. However, once you have established this trust, you may be in for a long time relationship that both you and the customer will benefit from.

You are probably very familiar with Canon’s hardware of-ferings. Typically these fall into an Input and an Output category:

Input: MFPs, scanners, cameras etc. Output: MFP, Laser printers, inkjets etc.

ADOS however, is primarily working in between these two categories as shown in the illustration below:

Customer ERP System

Flow of inform ation

Input ManageStore & Search

Output

Sele

ctiv

e &

bat

ch

scan

nin

g

Office P

rint &

P

rofessio

nal P

int

ADOS Document Management

Solutions Although it is seldom that a document will travel from In-put to Output via ADOS in one workflow process, the illus-tration shows that you now have three doors into the cus-tomer document workflow. You may help him with tasks related to:

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Document Input Document Management Document Output

Where ever in a document process, you may hence have a solution, which gives you a strength.

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ADOS 6.2 In the following we will descibe ADOS 6.2 in brief. This manual will hence not enable you to setup a complete Document Management system, but give you an introduc-tion to the software, how it works and last but most impor-tant what value propositions the solution offers.

Overview In short, ADOS is a Document Management Solution de-signed to capture, manage and deliver business docu-ments when and where the customer needs them. This is the basic value proposition, which saves time and money as well as securing the documents and intelligence of the company.

Before we move into details of the software, let’s briefly have a system overview and look at how documents may be stored and retrived in ADOS.

Storage to ADOS ADOS is a client / server type of software, which means that a server resides in the centre of the system. This server handles all instructions to the system and determines what to do with which documents at what time.

Documents may be sent to the system from a number of PCs. The number of PCs depends on how many licenses has been purchased. An ADOS Client software may be installed on the PCs or the user may access the system via an Inter-net browser.

Besides the PCs, documents may arrive from the compa-ny’s Host- or ERP systems. This may include datastreams of transactional data or the like.

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ADOS

Server

Backup StorageUDO Jukebox

23

1

ADOS Clients.. or Web ClientHost or ERP System

Data Stream s, Output, …

Prim ary StorageNAS, SAN

Once the documents arrive to the server they are stored temporarily in a buffer. From here they are directed to the allocated storage space on what is called the Primary Sto-rage. The Primary Storage is typically a traditional file sys-tem using hard disks.

Besides the Primary storage the file is also saved in a back-up system – the file is hence saved twice. The backup sys-tem will typically use large mass storage devices like Juke-boxes, which can hold a number of disks. These disk may use various technologies to save the data. The most typical technology applied is:

UDO (Ultra Density Optical) MOD (Magneto Optical Drive) RAID (Redundant Arrays of Independent Disks)

Retrieval from ADOS When retrieving documents from ADOS, the instruction is sent from one of the clients to the server, which will consult the Primary Storage, get the file and store it temporarily in a cache memory on the server.

The user may now access the document from the cache and make changes if necessary. If changes are made, the doc-

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ument is first saved to the Primary Storage and then again to the Backup system.

ADOS

Server

Backup StorageUDO Jukebox

1

2

ADOS Clients.. or Web ClientHost or ERP System

Data Stream s, Output, …

Prim ary StorageNAS, SAN

There are of course much more to a Document Manage-ment system than just Storage and Retrieval from the sys-tem, so let’s have a closer look at how ADOS works.

Capture

Types of data Firstly, the documents have to be captured. This will in-clude all kinds of data that is important to the customer. Data may be split into two groups: Unstructured data and Structured data. Some examples are listed below:

Unstructured:

Desktop files like MS Word, MS Excel, MS PowerPoint etc. Scanned files typically delivered in TIFF or PDF format

Structured:

Host Output

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ERP data from e.g. MS Dynamics NAV, SAP etc. Office SharePoint Server e-mail capture from MS Outlook or Lotus Notes

How to Capture Data is captured in a number of different ways depending on the type of data.

Desktop files coming from MS Office may be captured by:

Saving to ADOS Printing to ADOS Scanning using eCopy, KOFAX or ADOS Capture Client

Saving to ADOS and Printing to ADOS are features that come with the ADOS installation. Saving to ADOS is simply an extra button on a menu in the application.

Printing to ADOS is made possible by adding ADOS as a vir-tual printer in the list of printers. Instead of selecting a tra-ditional printer you simply select ADOS Image Writer as the printer.

Scanning Scanning is possible using a scanner or an MFP. For a Ca-non MFP it is possible to install eCopy SSOP and scan doc-uments directly from the MFP into ADOS.

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Scanning is also possible using KOFAX or ADOS’ own Cap-ture Client.

KOFAX is a professional software solution for capturing pa-per based and electronic documents and directing them to a database. As such it may be considered a front end to a Document Management system.

ADOS’ Capture Client is an application that comes with the ADOS software which allows for scanning using TWAIN (see later).

When it comes to unstructured data like ERP systems and e-mail systems, special connectors are available from ADOS. These connectors will hence establish the bridge be-tween the unstructured data and ADOS.

Manage Managing the data means to setup Document Classifica-tions and indexing rules. This part of the planning process is extremely important since the structure and the indexing will determine how efficient the system will be. If no classi-fication or indexing is made, it is not possible to search for a document and hence the document may be considered lost.

Classification Classification of documents means to find a common de-nominator for the documents. This may for instance be the type of document e.g. Invoices, Delivery notes, Correspon-dance etc.

Another classification could be related to a customer, a project or a supplier i.e. all documents related to a special customer or supplied would go into the same Classifica-tion.

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Categories Documents in ADOS are classified by document Categories. So, whenever a classification has been identified a corres-ponding Cateory should be created in ADOS. You might for instance name a Category ‘Invoices’. Whenever a new in-voice enters the system you categorise that document as an invoice by selecting the appropriate Category.

Classifying documents and applying Categories allows the user to find documents quickly, because it is possible to se-tup queries within the Categories. In this way the seach job has already been narrowed in to only searching among e.g. Invoices.

Another reason for creating categories is related to security. Lets say the customer have a category named ‘Invoices’. The customer probably don’t want all users to be able to enter these documents. Therefore ADOS allows for setting up access rights to the individual category.

Indexing However, having created document Categories is not enough if you want to find a specific document among thousands of documents. For this purpose we need to create indexes.

Indexing consists of a number of data fields that are setup in the system and used when saving the document. Typical index fields would for example be:

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Supplier ID Customer ID Date Amount To or From Subject Etc.

Storage Once the document has been categorised and indexed it is ready for storage. However, since we have attached index data to the document, ADOS creates a new compound file before storage.

The compound file consists of the original document plus the index data file used for search and retrieval plus some meta data created by ADOS.

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Files and Binary’s

ADOS Index data

ADOS Meta data

These three elements are hence combined into a com-pound file, which finally will be locked with a certificate. The certificate prevents unauthorised access to the file.

Finally, the document is stored.

ADOS applications ADOS comes with a number of applications used by the administrator and client user:

Client applications:

ADOS Navigator ADOS Viewer ADOS Capture Client ADOS WEB Access ADOS Office Links

Administrator applications:

ADOS Solution designer ADOS COLD Administrator

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ADOS Console

ADOS Navigator The Navigator is the main application for retrieving docu-ments. The application window is split into two sections where the left hand section shows a tree-like structure of the documents.

Here the user will have access to the various Categories, create and save queries for quick document retrieval and get access to information about workflow process status. The latter means that a user can track a document in a given workflow to see where it is located in the process. It is also possible to go to certain stages in a workflow and see how many documents are pending for a given action.

When a user is looking for a document, he or she will enter a category and execute a query. The list meeting the crite-ria will then be displayed on the right hand side of the win-dow after which it may be double-clicked and opened.

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ADOS Viewer The ADOS Viewer is as the name indicates a tool where the user may view the document. The left hand side of the win-dows shows a miniature of the document pages, and the right hand side the selected page.

Besides viewing the document it is possible to make anno-tations, add or delete pages, print or send it etc.

ADOS Capture Client ADOS Capture Client is an application that allows for cap-ture of paper based documents. Once a scanner has been setup, Capture Client will use TWAIN, ISIS or KOFAX to scan the document. Additionally, it is possible to import batches of TIFF files if scanned documents already exist.

After scanning the categorisation and indexing may be done after which the document may be stored.

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To make the scanning process as efficient as possible, the user may create and apply scanning profiles.

A scanning profile includes all necessay elements to auto-mate the scanning process. This includes settings for file format and size, document quality (resolution, colour etc.) where the document should be saved, indexing based on barcode scanning or OCR recognition.

It is hence possible to specify where to look for certain in-dex fields on the scanned page. A barcode may for instance be placed on the top of the page, which may be used to identify a supplier and / shipment, the date may be placed elsewhere on the page and an amount a third place.

Using the scan profiles it is possible to have the system look for this index data and convert the data into readable index data. In this way, the user simply have to feed the scanner with documents and everything else will be done automatically.

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ADOS WEB Access ADOS Web Access simply allows for using the system with-out installing the client software. The functionality corre-sponds to ADOS Navigator and Viewer. It is however still necessary to acquire a lincense.

Supported browsers include Internet Explorer 5.5 or higher and Mozilla Firefox 1.04 or higher.

ADOS Office Links ADOS Office Links is used for indexing and storage of all Of-fice and Desktop links.

ADOS Solutions Designer The ADOS Solution Designer is the central application for the Administration of ADOS.

This includes the creation and design of categories, index-ing, user data, workflow processes and connectors (e.g. SAP, Exchange, COLD).

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The Solution Designer defines security policies that restrict user actions when they perform operations in ADOS (e.g. execute a query, modify a document).

Other operations include maintenance of the product li-cense and defining the storage policies which determine what physical media (e.g. Jukebox) will be used by ADOS to migrate documents to.

ADOS COLD Administrator The COLD Administrator is used to design and setup the customers mainframe data storage.

ADOS Console The ADOS Console controls the system activity and processes. It is hence possible to view activity statistics and staus, which users are currently logged on, what storage volumes are mounted, if any COLD processes are running etc.

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Editions & Scalability ADOS is available in four different editions:

Personal Edition Workgroup Edition Standard Edition Enterprise Edition

These editions are different in a number of ways but the differences are typically related to the need of the cus-tomer, which typically relates to the size of the customer, the complexity of the customers document workflow and the need for system integration.

When this has been said, it should however also be men-tioned that ADOS is targeted at all types of businesses, from the small or medium organisation through to the multi-national Corporation – indeed any business that needs to archive information or make paper documents in-stantly available ‘at the desktop’.

The four different editions make the customer solution completely scalable since one version may be upgraded to the next with only few efforts.

PE WE SE EE

Personal edition ADOS Personal Edition is a complete stand-alone archive solution. The user environment is hence single users in typically small companies / organisations.

Personal Edition is sold with a single PC Licence (one Search & Retrieval, one Capture Licence). The modules can only be installed onto a single PC and no file sharing capa-bility exists.

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Microsoft SQL Server 2005 Express edition is included.

This edition allows for scanning of paper documents using barcode and OCR and import of all Microsoft Office and Desktop files.

Workgroup edition Since ADOS Workgroup is able to operate in a non-Domain environment, it is ideal for the smaller customers with lim-ited IT support and who do not wish to invest in Microsoft SQL Server. The user environement will hence typically be Departments and Workgroups.

The product is sold with:

One ADOS Server 5 ’Named’ user Licences MS Desktop Engine Navigator & Viewer 1x Capture Client 1 x eCopy Connector Office Link and Web Client

The customer has further options to purchase 5, 10 or 15 additional user licenses, up to a maximum of 20 users per Workgroup system.

The edition allows for scanning of documents with barcode and OCR function plus import of all Microsoft Office and Desktop files.

Documents can be migrated to magnetic or magneto opti-cal media, which is not possible with the Personal Edition.

Web access is also available.

Standard & Enterprise edition ADOS Standard and Enterprise editions offer the same functionality. The only main difference is ADOS Standard Edition is limited to one server, where ADOS Enterprise Edi-

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tion offers unlimited server support for a true decentralised system.

The Standard edition is targeted at medium and large sized companies / organisations that needs to make paper documents available ‘at the desktop’ to their staff.

The Enterprise edition would typically apply to large decen-tralised organistaions like Government Departments or the national offices of International Companies. For example, a Regional or National Health Service might store patient re-cords at each major Hospital.

Supported databases for Standard Edition and Enterprise edition includes Microsoft SQL Server, ORACLE, IBM DB2.

Both versions support an unlimited number of users.

Integration Previously we have mentioned the importance of being able to integrate to the customer’s current IT setup in order to make the Document Management system as efficient as possible.

As we have already desribed during this manual, ADOS of-fers quite a number of integration possibilities. The below list summarises these options as well as the various utilities and shows which module / utility is supported by which edition.

Module Description PE WE SE EE

Office Links Save Office Documents di-rectly from Office to ADOS X X X X

Image Printer Save Document as TIFF or PDF from any Application

X X X X

WEB Access

Internet access to docu-ments

Zero footprint WEB Client interface

X X X

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Module Description PE WE SE EE

Document Loader Export Utility

Import from file systems and document sources Export ADOS Documents plus index data

X X X X

Move Utility

Hierarchical storage man-agement

Moves ADOS documents to different storage loca-tions

X X X

Rights Server

Alternative security inte-gration

Enables alternative securi-ty mechanisms to the standard AD integration

X X X

Programming In-terface

Integration support

Programming Interface for Visual Studio Architec-ture

X X X X

Integrated Workflow

Business processes linked to documents

X X

eCopy SSOP Con-nector

MFP Integration

Direct document capture from MFP devices

X X X

KOFAX Interfaces

KOFAX Ascent Capture Re-lease Module

KOFAX Adrenaline and Virtual Rescan Integration

X X

COLD Report Man-agement

Processes DATA Streams to documents X X

MS Exchange Con-nector

Stores E-Mails from Ex-change Servers

X X

Lotus Notes Con-nector

Stores E-Mails from Lotus Domino clients X X

ADOS SAP Connec-tor 6.0

Certified Integration to store all SAP Documents in ADOS

X X

Dynamics NAV Connector

Document repository for all Microsoft Dynamics Documents

X X

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SharePoint 2007 Connector

Stores Documents from SharePoint 2007

X X

Security ADOS uses ‘single sign on’. This ensures the identity of the user is always validated via Microsoft Domain log-in secu-rity. The ADOS Solution Designer can restrict a users’ rights and permissions to specific ‘Categories’ of documents (for example can deny access, allow Read, allow annotate, al-low modify etc) or even deny access to documents based upon the values in some specific Index field (such as ‘Owner’ or ‘Salary’).

ADOS has built in Version Control (all old versions of a document are saved and can be accessed) and can main-tain a complete Audit Trail of all user activity and document access. This allows its use in secure application areas where access to documents must be monitored and controlled.

User Licenses Three User License dimensions are present with an ADOS installation:

Users Connectors Devices (Scanners, Canon MFP, Jukeboxes and ADOS En-terprise servers)

This means that the customer will pay for number of users, the connectors needed for integration to other applications and finally licenses for devices. Licensing for devices are re-quired because there is a cost related to developing inter-faces, drivers etc for the hardware. The same goes for Con-nectors.

Regarding user licenses, there are three types of licenses:

Named users

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Concurrent users Mixed

A named user license will apply to a specified computer / user only – no one else may use this license. A Concurrent user on the other hand may be used by several persons i.e. if one user logs of the system another person may log on and use it. Finally, there is a mix of named and concurrent users.

Language support The following languages are supported by ADOS:

Afrikaans Arabic Croatian Czech Danish Dutch English Estonian Farsi Finnish French German Greek Hungarian Italian Norwegian Polish Portuguese Russian Serbian Slovenian Spanish Swedish Zulu