Point Of Origination

Technical Track

Fatih Karaoglu Sr. Solution Architect

Stefan Reiff Sr. Sales Engineer

Agenda
Point Of Origination - Overview Kofax Front Office Server Kofax Web Capture Kofax Mobile Capture

Kofax Mobile SDK

Q&A Appendix KMC App - Using the Demo Server and Demo Cases Kofax Import Connector
2

Point Of Origination - Overview

What do we mean by Point Of Origination?

Systems / Processes

Company boundary Central functions? Home attachments? E-mails andworkers? Multi-function devices? Remote workers? Mobile branches?
4

What do we mean by Point Of Origination?

All are valid points of origination, but we shouldnt just focus on centralised processing Capturing further out in the organisation and even outside of it can drive significant business value Low volume but high value document capture reduce risk, accelerate processes and increase compliance
Company Boundary Central functions? Home attachments? E-mails andworkers? Multi-function devices? Remote workers? Mobile branches?
5

Systems / Processes can

What might a real enterprise look like?

Multiple Points of Origination Multiple media types Multiple manual steps Multiple parties involved
Systems / Processes

Where are your points of origination?

Company Boundary Central functions? Home attachments? E-mails andworkers? Multi-function devices? Remote workers? Mobile branches?
7

Where are your Points of Origination?

what are your complex processes? Are

they reliant on information and documentation flow and input from various internal and external resources? Is your business enabled enough to face these challenges? How distributed is your workforce? Working from home, remote or mobile locations? Lets find out how Kofax help capture your documents at the point on your What are the time pressures they originate in your organisation processes? How does document flow hinder these?

How Kofax addresses these challenges

Product Vision & Strategy Our Guiding Principles

Capture Enabled BPM solutions

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

2
3

Touchless Processing
Eliminating or minimizing human intervention throughout a business process

Enterprise Ready
Ensuring compliance and interoperability with IT infrastructure & applications

10

In a Wide Variety of Formats

Paper documents
Paper Fax Email SMS XML Office PDF Social

Social collaboration

Mobile applications

Electronic formats
11

Without Kofax

Paper Fax Email SMS XML Office PDF Social

Understand

Decide SharePoint Portal ECM/RM ERP/LOB/CRM Database

What is it?

What do I do with it?

12

Kofax Capture Enabled BPM Value Proposition

Paper Fax Email SMS XML Office PDF Social

BPM
Understand Decide Understand SharePoint Decide Portal ECM/RM ERP/LOB/CRM Database

INFORMATION CAPTURE

13

Kofax Value Proposition

Touchless Processing
Dynamic Case Management

Paper Fax Email SMS XML

BPM
Communicate Understand Separate Capture Classify Extract Decide Validate Understand SharePoint Decide Portal ECM/RM ERP/LOB/CRM Database

Office PDF Social

Capture
at the

Point of Origination

Capture Enabled BPM

Enterprise Ready

14

What about image quality in our distributed enterprise?

15

How do we monitor such a complex enterprise?

16

Kofax Front Office Server

Kofax Front Office Server - High Level Architecture

Front Office Firewall Back Office

MFP
HTTPS (*)

LOB Application
Systems of Record

Internet / Intranet

KFS
Version 3.5.2 / 4.0

KC
Version 10

HTTPS

BPM KTM

KFS Thin Client

(*) Some MFPs use an additional protocol for image transfer 18

Whats New in KFS 4.0 - Overview

19

KFS 4.0 - Critical New Features & Enhancements

1.

Newly Designed Web-Clients

2.

Off-line Web-client Capture Functionality

3.

Dynamic Ad-hoc Scanning Capabilities

4.

Security Enhancements for Canon Devices

5.

New and Updated KFS MFP Clients

20

Newly Designed Thin-Client

New look & feel, updated icons Improved local scanning

performance
Single work pane layout

between task panes

Simplifies the processing

multiple documents within a single batch

Destinations/ shortcuts can

be selected prior to creating a job

Job History List displays submitted jobs Preview of all pages when submitting jobs Jobs can be saved as drafts before submitting
21

Local Client - Offline Capture Capability

Continuous use in environments with high network latency Auto Synchronization

Improves productivity of

distributed workers
Full functionality Scanning & document

editing
Address book look ups Browsing: Folders & SharePoint Queue jobs Users can install the Local Client themselves, or administrators can

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

22

Local Client Synchronization

The local client will synchronize data with the server when: The user logs in

The user submits a document

Periodically in the background (5 min)

Disconnected local client will reserve a thin client license for 7

days
Logging in while connected to the KFS server will extend the

license reservation automatically

23

Disconnected Local Client

When disconnected, local clients can be used for offline scanning

and indexing jobs for Kofax Capture shortcuts

Validation scripts are run on Kofax Capture server If disconnected, users will need to save their jobs and submit

when they are reconnected to the server

Not recommended for submitting jobs to other destination types if

disconnected

Cannot be used with Oracle

24

Updated Admin Console

Scan and export settings that can be unique for

each shortcut and destination

Support for adding custom

icons to shortcuts and destinations

Settings tabs that enables

administrators to configure options within the Administration Console instead of editing text files
Transaction Review List that shows jobs that require

an administrator's attention
User Maintenance page that enables administrators

to delete user data from KFS

25

Additional Destinations - Dynamic Ad-hoc Scanning

In addition to Kofax Capture and other Kofax Front Office Server

users, documents can be sent directly from Kofax Front Office Server to these destinations (does not consume KC Page Volume):
Microsoft SharePoint Supports SharePoint 2010, 2007 & Office 365 Folders on network drives Visual browse folder destinations Email (Exchange and SMTP) Fax servers (KCS, RightFax, and BISCOM) The only product in the market to support both Integrated

Touchless Processing and Dynamic ad-hoc scanning

26

Canon Uniflow Integration

About Canon uniFLOW Proprietary device & printer

Management Software
Popular in certain global regions Nordic countries Switzerland & Central Europe

KFS 4.0 integration provides:

Operating compatibility Stronger alignment with Canon centric

customers
Single-sign on capability

27

Integration with Kofax Reporting

Kofax Front Office Server 4.0

integrates with Kofax Reporting for auditing and operational data.

28

Licensing Overview
System License Kofax Front Office Server Enterprise Station Licenses KFS Thin client concurrent sessions of the thin client or local

client
KFS Device number of MFPs and network scanners
Mobile Device number of mobile devices running KMC

29

KFS Page Volume decreased in KC?

Direct Destinations from KFS are NOT imported to KC No KC Page Volume decreased

30

Kofax Web Capture

Kofax Web Capture = SDK!

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

can be used to implement Capture functionality into an existing or new Web Portal or Web Page.

32

Kofax Web Capture - High Level Architecture

Web Portal User Firewall Back Office

Internet / Intranet

Web Server KWC

Https

Https

LOB Application
Systems of Record

KIC
Scanner Client PC Web Browser

Web Service Version 2.1

KC
Version 9.0 / 10.0

BPM KTM

33

Kofax Web Capture - Features

Support of .NET and JAVA based Web Server .NET: IIS 6 & 7 JAVA: J2EE compliant environment supporting Java 1.6 or higher Direct Integration with Kofaxs Capture Enabled BPM Platform Access to KC Batch and Form Type information, Index Fields Direct import into MS Sharepoint Supported Browsers (for Web Scanning): IE, Firefox, Chrome

34

Kofax Web Capture - Features

Support of Twain compatible Scanners Minimum Footprint (just a Scan Add-On/Plug-In for the Browser is

installed)
Client-side VRS for scanned documents Image Optimization Smaller Image sizes, lower Network Bandwidth needed

Web Document Viewer

Scan and Upload of Pages Annotations (e.g. Redact, Highlight, Text, Lines,)

Zoom
Zero Footprint

35

Kofax Web Capture 10.3 Whats New

Kofax Web Capture uses Kofax Capture's standard licensing

mechanisms to control its license. KWC 10.3.0.1 will support KC Eval Licenses.
The Java Edition now includes a barcode reader with the same

functionality as the .NET edition.

Kofax Web Capture can now read in the index fields associated

with a repository and content type from Kofax Capture, let you edit them and include their values on the import.
The Web Document Viewer component is now supported on iOS

Mobile Safari and Android's Chrome.

Kofax Web Capture can be configured to directly import

documents into SharePoint.

36

Example of a Customers Web Portal

Customers Web Design

Customers Web Design
37

Kofax Web Capture vs. KFS Thin Client

KWC vs. KFS Thin Client

KFS Thin Client Licensing based on Concurrent Users

KWC SDK License per Web Server Licence per SDK Developer

Ready to use, minimal installation and As it is an SDK, Development effort is configuration effort needed needed Use as it is, not customizable Kofax Design used, no rebranding Document composition features (merge, split, add pages) out of the box Highly customizable Style and Look can be adapted Features can be added as needed but with Developement effort

39

KWC vs. KFS Thin Client

Features
General Ready to Use Solution Can be integrated into Customer's Web Site/Portal Customizable GUI Minimal footprint installation at Client (just Web Scan Plug-In) Kofax Capture Kofax Capture Integration Status of import can be tracked Reading batch and content types from Kofax Capture Scanned and Uploaded pages use KC Page Count User depending Batch-Class Scanning Supports TWAIN compatible scanners and locally installed VRS Local VRS to deskew, clean, rotate and binarize documents Offline Scanning Scan settings Yes Yes Yes ** Yes Yes Yes No Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes No Yes No No Yes No Yes * Yes * Yes

KFS Thin Client

KWC SDK

* Is not a ready to use feature and as it is an SDK it must be developed ** A "fat" Client has to be installed on the Client PC

40

KWC vs. KFS Thin Client

Features
File Uploading Uploading image files (e.g. BMP, TIFF, JPEG) Supports documents such as PDF, CAD and DICOM Viewing Zoom, rotation, panning, Page navigation View images and PDFs (from Server) Document/Page Function Split Document Merge Documents Delete & Insert Page Annotations Highlight, rectangle, ellipse, freehand Burn into images or keep separate Move, resize, delete annotations Redact Stamps Text Annotation
* Is not a ready to use feature and as it is an SDK it must be developed *** KFS Thin Client immediately burns the annotations (redact & text) into the image

KFS Thin Client

Yes No

KWC SDK
Yes Yes

Yes No

Yes Yes

Yes Yes Yes

No No Yes *

No No *** No Yes No Yes

Yes Yes Yes Yes Yes Yes

41

Kofax Web Capture Licensing

Kofax Web Capture - Licenses

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

the Kofax Capture (Add-ons)

One KWC Server License is needed per Web Server and application One KWC SDK License is needed per Developer

Kofax Web Capture

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

Kofax Web Capture - Server (.net) Kofax Web Capture - 1st SDK (.net) Kofax Web Capture - additional SDK (.net) Kofax Web Capture - Unlimited (.net)
Kofax Web Capture - Server (java) Kofax Web Capture - 1st SDK (java) Kofax Web Capture - additional SDK (java) Kofax Web Capture - Unlimited (java)

DI-0001-0001 DI-0001-0002 DI-0001-0003 DI-0001-0004

DI-0001-0011 DI-0001-0012 DI-0001-0013 DI-0001-0014

43

Kofax Web Capture - Licenses - Examples

Example 1:
Requirements: 400 Web Users (approx. 200 concurrent users), .Net as Web Platform One Web Developer from the customer integrates KWC into the Web Portal High Available System with 2 Web Servers # 2 1 Description Part Number

Kofax Web Capture - Server (.net) Kofax Web Capture - 1st SDK (.net)

DI-0001-0001 DI-0001-0002

Example 2
Requirements: Same scenario but 5 Developer licenses are needed # Description Part Number 2 1 4

Kofax Web Capture - Server (.net) Kofax Web Capture - 1st SDK (.net) Kofax Web Capture - additional SDK (.net)
44

DI-0001-0001 DI-0001-0002 DI-0001-0003

Kofax Mobile Capture

Kofax Mobile Capture

Kofax Mobile Capture App Kofax Mobile SDK

Kofax Mobile Capture SDK

Kofax VRS Mobile SDK

46

Time and Complexity

UI Complexity Back-Office

Point of Origination

Distributed

Front-Office & Web Mobile

1 min
47

1 hour

1 Day

1 Week

Kofax Mobile Capture Value Proposition

Mobile device is an extension of corporate systems and processes

Enable users to initiate transactions and submit content at the earliest

point in the process Point of Origination

Enforce business rules from core systems directly on the device

Provide optimum image quality (bad image = failed process)

Process ready images Reduced exceptions / faster processing Lower impact on data plans Lower costs

48

Kofax Mobile Capture App vs. Kofax Mobile SDK

Kofax Mobile Capture App Licensing based on Mobile Devices

Kofax Mobile SDK License (costs) on Request

Ready to use, minimal installation and As it is an SDK, Development effort is configuration effort needed needed Use as it is, not customizable Kofax Design used, no rebranding Integrated in Kofax Front Office Server Use the parts of the SDK as needed Can be integrated in Customers App Integration with Kofax Front Office Server or Customers Backend System

49

How do we Measure up?

How Does Kofax stand up to the competition? Image Quality w/ Embedded Virtual ReScan (EVRS)

Kofax Transformation Modules (KTM)

KMC is an Extension to the their current business

process
Seamless integration into their business process
Secure transfer of images with no trace on the mobile

device
Email Notifications

50

Kofax Mobile Capture - High Level Architecture

Mobile User Firewall Back Office

Internet

HTTPS

HTTPS

LOB Application
Systems of Record

KFS
Version 3.5.2 / 4.0

KC
Version 10

Android Version 2.2+ Apple iOS 4.2+

BPM KTM

51

Kofax Mobile Capture VRS Image Perfection Overview

Expense Management Receipts

53

Insurance Claims

54

Healthcare Patient Records

55

Transportation Way Bills

56

Results
Kofax Mobile Capture Others

57

VRS settings for Kofax Mobile Capture App

The Scan Settings of the KFS Shortcut is used for the

configuration of the VRS and Image settings:

There will be some more EVRS settings in the next Kofax Capture Mobile App. DPI settings used to scale down the image If Maximize quality over speed is disabled and Black and White is selected, auto crop will be disabled in KFS. If Maximize quality over speed is enabled, the image will first be cropped, then converted to Black and White. 58

Setting up a customized Mobile Capture Demo

Setting up a customized Mobile Capture Demo

Use the Storyboard VM All required components are already installed and

configured
Use your own KFS/KC/KTM system Install KC, KTM (if needed) and KFS on your Demo

System. Requirements: Kofax Capture 9 or 10, KFS 3.5.2 or KFS 4.0 Windows 2008 User Profiles needs to be enabled in KC Ports Available on KFS Server

80 (Incoming) for Admin, Thin Client and Browser based applications 443 (Incoming) for SSL 1434 (Outgoing) if using SQL Server 1521 (Outgoing) if using Oracle 5353 (Outgoing) for Bonjour (discovering devices) 8888 (Outgoing) Network connection to certain MFPs
60

Setting up a customized Mobile Capture Demo

Create the KC/KTM project as needed Assign the user Admin and the User or User Group to this Btach

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

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

Assign the User Group to the Shortcut Configure the VRS and Image Settings

61

Setting up a customized Mobile Capture Demo

Create a new KFS Shortcut

62

Setting up a customized Mobile Capture Demo

Configure the destination parameters

63

Setting up a customized Mobile Capture Demo

Assign a User Group

64

Setting up a customized Mobile Capture Demo

Configure the VRS and Image settings

65

Setting up a customized Mobile Capture Demo

Save the Shortcut

Now this Shortcut is ready to use with Kofax Mobile Capture! Connect your Mobile Device to the KFS Server, log in and test this new Case!

66

Capturing Documents Best Practices

Capturing Documents Best Practices

Avoid using flash, which can wash out part of the image. Use good, even lighting to get a faster shot without blur.

Hold camera steady and check the lighting before taking a photo.
Avoid shadows. Avoid wrinkled pages or upturned corners if they include data. Avoid a background that looks too much like the image itself. Avoid a background containing data that could be interpreted as

image data.
Rectangular overhead camera shots are best.
Document should fit into the shown rectangle
68

Kofax Mobile SDK

Positioning KMC & the SDK

Capture Enables 3rd Party Mobile Applications

Extends Existing Kofax Capture Installations

Addressable Market

Out of the box application that supports any existing

Kofax installation Enforces back-office KC/KFS/KTM processes & business rules Extends Kofax Capture Enabled BPM Platform

Enterprise Focused Make Kofax Technology available to any ISV Leverage Patented Kofax technology on the device Includes Kofax Mobile Widgets Image Perfection Camera Control Session Management Mobile Scanner Control Independent from KC/KTM/KFS

IT Investment and Customization

Kofax Mobile SDK

Kofax VRS Mobile SDK

Kofax Mobile Capture SDK

Capture User Authentication Camera Control Case Management KFS Integration

Crop Deskew Auto Orientation Thresholding Image Cleanup

71

Supported Platforms

72

Architecture

Application
Mobile VRS SDK Mobile Capture SDK

eVRS iOS/Android
73

Mobile SDK Classes

KMCConfigurationModel: all configuration settings

for Mobile SDK

Configure capture, image processing, case management KFSModel: represents Kofax Front Office Server (KFS) Manage case definitions, KFS login, create new KFS cases KMCKfsCase: create and manage KFS cases Programmatically update KFS case; selectively use KMC screens KMCNonKfsCase: create and manage non-KFS cases User defines own case type, provides own submit function

KMCEvrsCollection: capture and process images only

No case management used
74

Kofax Mobile Capture API Reference

75

Kofax Mobile Licensing

Kofax Mobile - Licenses

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

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

devices)
Kofax Mobile SDK: price on request

Kofax Mobile Capture App

Kofax Mobile Capture App 0-500 Devices Kofax Mobile Capture App 501-1,000 Devices Kofax Mobile Capture App 1,001-5,000 Devices Kofax Mobile Capture App 5,001-10,000 Devices Kofax Mobile Capture App 10,001-20,000 Devices KM-2000-0005 KM-2000-0010 KM-2000-0050 KM-2000-0100 KM-2000-0200

Kofax Mobile SDK

Kofax Mobile SDK Kofax Mobile SDK Evaluation Kofax Mobile SDK Device
77

KM-3000-1000 KM-3000-2000 KM-3000-3000

Q&A

For further information, please contact: Fatih Karaoglu Sr. Solution Architect Phone: +41 41 799 82 36 Email: Fatih.Karaoglu@Kofax.com Stefan Reiff Sr. Sales Engineer Phone: +43 1 86645 55155 Email: Stefan.Reiff@Kofax.com

Appendix

Kofax Mobile Capture App Using the Demo Server and Demo Cases

Usage of the KMC App - Using the Demo Server and Cases
Install the Kofax Mobile Capture App from the Apple App Store

(iOS) or Google Play (Android)

Enter your Email address in the KMC Settings:

82

Usage of the KMC App - Using the Demo Server

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

Demo System:

83

Usage of the KMC App - Using the Demo Server

Go to the Kofax Mobile Capture Main Menu

84

Usage of the KMC App - Using the Demo Server

The Kofax Mobile Demo Server offers three

Demo Cases. Press the Open New Case:

Business Cards
Capture Business cards. The captured

document is cleaned and converted to b/w.

Document
Capture Documents. The captured document

is cleaned and converted to b/w.

Receipts
Capture Documents. The captured document

is cleaned but remains in Color.

In all three cases the document is submitted to KFS, KC and KTM and sent back to your configured Email address.
85

Usage of the KMC App - Using the Demo Server

Capture the document and submit it to the Kofax Server:

86

Kofax Import Connector

Technical Overview
Kofax Platform
Scan-Import Database

Kofax Capture
Release

SAP ECM Archive ERP

Kofax Import Connector

Fax
Email / Fax / Folder / Web Service reception Collection Conversion to capturable document Recognition Quality Control Validation

Other Apps

88

Technical Overview
Two components / processes:
Message Connector
Kofax Import Connector Email / Fax / Folder / Web Service reception Collection Conversion to capturable document

Receives and converts messages

KC Plug-In Imports electronic message into Kofax Capture

Kofax Import Connector

Message Connector
WebServices

KC Plug-In (Capture Connector)

89

Deployment

1. 2.

Deployment on one computer

Kofax Capture

Message Connector KC Plug-In

Kofax Import Connector

Distributed deployment

Message Connector Message Connector

Email / Fax / Folder / Web Service reception Collection Conversion to capturable document

KC Plug-In
Kofax Capture

Kofax Import Connector

Message Connector
WebServices

KC Plug-In (Capture Connector)

90

Message Connector
Message Connector provides the following capabilities:

Receives faxes via FoIP or imports faxes from fax servers such as KCS, RightFax or Biscom

Receives emails via SMTP

Polls mailboxes via POP3, IMAP or EWS (Exchange Web Service for MS Exchange 2007 SP 1 or 2010) Polls local or shared network folders

Receives documents via Web Service interface

Converts MS Office, HTML, PDF, image and text into TIFF or PDF Consists of three parts:
Message Connector Service Message Connector Monitor Message Connector Configuration
91

KC Plug-In
KC Plug-In provides the following capabilities:
Imports messages into KC 9 or 10

Group messages into Kofax Capture batches (~BatchCollector) Configurable batch class, folder class, document class, form type Support of loose pages + foldering Mapping of KIC-Electronic Documents fields to KC fields Mapping of custom XML elements to KC fields Support of custom XML rendering into TIFF or PDF Support of VRS processing Configurable import format per destination (=batch class)

Consists of two parts:

KC Plug-In service KC Admin Plug-In
92

Further Key Features

Document Normalization Different kind of files can be normalized to one desired

target format (TIFF or PDF)

Supported input file types are: Office files, PDF, HTML, image files, XML, OPEX file format Nested emails (RFC822 content compatible) and

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

VRS Processing VRS processing can be done on every image which was

received by Kofax Import Connector

VRS is the state-of-the-art tool for image cleanup Blank page removal
93

Further Key Features

Custom XML support Kofax Import Connector can receive and work on structured XML

data. This data can be

Mapped to KC fields (batch, index, folder fields) Rendered to PDF or TIFF to visualize the data

Kofax Monitor support

Easy-to-use wizards in Kofax Monitor for Kofax Import Connector Monitoring of e.g. the state of product (running or not), waiting

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

94

Further Key Features

Vertical scaling High throughput through multi-instances

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

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

95

Kofax Import Connector Licensing

Kofax Import Connector - Licenses

The following licenses are station licenses and represent the ability

to run the module on a single Kofax Capture workstation.

Licensed per integration or interface type and per workstation. Requires a concurrent license per KC-Plugin in Kofax Capture.

Kofax Import Connector

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

97