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Accounting & Financial ServicesAccounting & Financial Services
OOA & UCDHSOOA & UCDHSElectronic Document Electronic Document Management SystemManagement System
July 2008
Project website: http://accounting.ucdavis.edu/projects/edms/
Questions: [email protected]
Accounting & Financial ServicesAccounting & Financial Services
AgendaAgenda
Accounting & Financial ServicesAccounting & Financial Services
SoftwareSoftwareKofax Ascent Capture (v7.5)
◦Manages scanning and importing of documents
◦Utilizes Virtual ReScan (VRS) to improve image quality post-scan
◦Multitude of recognition tools to assist with indexing of documents
◦Integrated database lookups to validate manually entered index values
Accounting & Financial ServicesAccounting & Financial Services
SoftwareSoftwareOracle IPM (formerly Stellent 7.5)
◦Manages document storage and retrieval
◦Integrates with Kofax via I-Linx release script
◦Allows web retrieval of documents using pre-defined searches
◦Maintains document indexes as meta-data in Oracle database tables
◦Documents are saved in TIFF format
◦Utilizes Active Directory security
Accounting & Financial ServicesAccounting & Financial Services
Client SpecificationsClient Specifications
Accounting & Financial ServicesAccounting & Financial Services
Server SpecificationsServer Specifications
Accounting & Financial ServicesAccounting & Financial Services
Accounting & Financial ServicesAccounting & Financial Services
Scanning CapabilitiesScanning Capabilities
Accounting & Financial ServicesAccounting & Financial Services
Recognition OptionsRecognition Options
Accounting & Financial ServicesAccounting & Financial Services
Index MetadataIndex MetadataStored in Oracle databaseContains link to actual image fileIntegration with business systems enables
one-entry / multiple-retrieval of indexesLimits of Kofax = Limits of the database
Accounting & Financial ServicesAccounting & Financial Services
User InterfaceUser Interface
Kofax Scan
Documents
Pages
Accounting & Financial ServicesAccounting & Financial Services
User InterfaceUser Interface
Kofax Validation
Indexes
Accounting & Financial ServicesAccounting & Financial Services
User InterfaceUser InterfaceKofax
Administrator
Batch classes
Index fields
Accounting & Financial ServicesAccounting & Financial Services
Saved searches
Search criteriaCustom
parameters
Oracle IPM
Search
User InterfaceUser Interface
Accounting & Financial ServicesAccounting & Financial Services
User InterfaceUser Interface
Oracle IPM
Results
Displays indexes Can view
multiple documents at once
Index modification
Email / Print
Accounting & Financial ServicesAccounting & Financial Services
User InterfaceUser Interface
Oracle IPM
Image
Accounting & Financial ServicesAccounting & Financial Services
User InterfaceUser InterfaceOracle IPM
Service Manager
Accounting & Financial ServicesAccounting & Financial Services
User InterfaceUser Interface
Oracle IPM
Admin Client
Accounting & Financial ServicesAccounting & Financial Services
User InterfaceUser Interface
Oracle IPM
Admin Client
Accounting & Financial ServicesAccounting & Financial Services
User InterfaceUser Interface
Oracle IPM
Admin Client
Accounting & Financial ServicesAccounting & Financial Services
IntegrationsIntegrations
DaFIS DS
Accounting & Financial ServicesAccounting & Financial Services
Questions and AnswersQuestions and Answers
