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Product overview

Product overview. network diagram. what is Optix?. Optix is a cross-platform, web-enabled document management system Complete solution Document management, document imaging, content search, electronic workflow Quick and easy to deploy

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Product overview

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  1. Product overview

  2. network diagram

  3. what is Optix? • Optix is a cross-platform, web-enabled document management system • Complete solution • Document management, document imaging, content search, electronic workflow • Quick and easy to deploy • Design document management and workflow applications using drag and drop • All components engineered to work together

  4. Optix 5.5 screen shots

  5. mindwrap - creators of Optix • mindwrap was founded in 1988 • Developed the first TCP/IP-based document management software • Early adopters of graphical workflow, web • Optix now in version 6

  6. representative customers

  7. how can you use Optix? • Use Optix to store, retrieve, and manage documents • Control access to documents and track and manage changes • Capture business knowledge and make it searchable and shared • Automate business processes to improve quality and reduce costs

  8. General business Human resources Purchasing Correspondence Contracts Customer service Healthcare and Biotech Billing support Patient records New Drug Applications Education Admissions Student records Teacher certification Government Land records Building permits Utilities Engineering drawings Regulatory documents Procedures Environmental permits typical applications

  9. how is Optix different? • Fastest out-of-the-box solution • Implements in days and weeks instead of months • Most systems require no programming • Click and install software • Highly integrated • A true product, not merely a toolkit • mindwrap developed its own scanning and imaging interface • mindwrap developed its own workflow software • Every component is fully integrated, third-party tools integrated at the library level and use common system admin tools

  10. how is Optix different? (cont) • User customizable • Most customization via GUI tools, without programming • Index and query interfaces customizable using provided application generator tool • Workflow development tools via graphical route builder (drag-and-drop routing) • Workflow routing slips defined using same tools as index screens

  11. how is Optix different? (cont) • Extendable • Scripting is at the heart of Optix. • Additional functionality added through OLE Automation (Applescript on Mac) • Custom queues and workflow activities make it easy to integrate third-party software and special user interfaces • Workflow can be extended through programming • C and Java APIs to enable developers to create custom interfaces

  12. how is Optix different? (cont) • Manageable • High level of integration allows all functions to run on single server with common administration • System architecture eliminates most desktop administration • Scalable • Optix scales from a few users to thousands of users • Intelligent application partitioning allows web, application, and database servers to be on the same system, or different systems • Dynamic licensing frees server resources when not in use

  13. product diagram

  14. Web Workflow Imaging Document Management Content Search COLD/ ERM Database Publisher Optix modules • Optix is modular • Base module:document management • Add-on modules: • Workflow, web, imaging, content search, COLD, publisher • Buy functions that you need

  15. document management • User-defined indexing and retrieval screen forms • Any desktop file can be stored in Optix • Optix launches desktop application on download to workstation • Optix supports image and XML file types natively

  16. document management (cont) • Optix repository • Manages 10s of millions of files • Manages Terabytes of information • Includes revision control and document check-in/check-out • Sophisticated security allows you to control access to documents • Includes index-level security, traditional three-level (UNIX-model), and Access Control List (ACL)

  17. Optix application generator • At the heart of every Optix system - uniquely Optix • Develop index and retrieval applications for Optix via drag-and-drop • Develop workflow routing slips for Optix • Upload screen to server to create database tables

  18. representative screens

  19. imaging • Integrated document imaging and scanning capability • Just add scanners to base Optix system • Supports high-throughput scanners such as Fujitsu, Kodak • Batch scanning and patch cards • Forms processing and zoned OCR • Annotations

  20. representative screens

  21. workflow • Process workflow based on WfMC model • Graphical route builder to define workflows using drag and drop • Application generator tool to define routing slips • Supports rules-based, parallel, sub-process routing • Roles-based (pools) and dynamic routing based on external rules

  22. representative screens

  23. web • Thin-client access to Optix repository • Provides/supports multiple web technologies • Java 2 EE using servlets, JSPs, and applets • CGI using HTML, CGIs, applets • Easy to deploy • Core Optix functions • Viewing, printing, annotations, browser upload, foldering, core workflow

  24. representative screens

  25. representative screens

  26. content search • Content based search • Search by document content • Text search • Boolean, exact phrase, proximity searches • Stemming and stop words • Content extraction through extensible filters (MSWord, WordPerfect) • Use OCR to extract text from scanned documents • XML search (Optix 6) • Search by tag and attribute • Path and tree search

  27. representative screens

  28. COLD/ERM • Enterprise report management / COLD • Store and manage mainframe report output • Displays text output on graphic forms • Greenbar • Invoices • W-2 forms

  29. representative screens

  30. database publisher • Create stand-alone copies of Optix repositories • “Anytime, anywhere” availability of documents • Use in conjunction with Optix Single-User Edition

  31. other optional modules • Inbound fax server • PCI scanner board for PC and Mac workstations • Supports Fujitsu video interface • API Libraries • Optix Single-User Edition • Scanner Interface Modules

  32. typical configurations Document management and imaging Document management, imaging and web Document management and workflow Document management, imaging, workflow and web Optix Suite - all modules

  33. professional services • Installation and training • Onsite training • mindwrap classroom training • Consulting • Workflow analysis and development • ERM/COLD configuration and scripting • Custom scripts • Custom programming • System integration • Custom interfaces

  34. installation and training • Many customers request on-site installation and training services • Document management, imaging, web • Typically 3 days on-site, including training • Workflow • Adds 2 days for basic workflow training • Training classes held regularly at Flint Hill offices

  35. technical support • Standard telephone technical support available 8AM - 8PM, Eastern, Monday - Friday • Includes dial-in support • Technical support includes product updates • All product versions, like-for-like products • 7 x 24 Extended support available

  36. administration • GUI-based administration tools for Optix • Typically train users on Optix administration in 1-2 days • Administration proportional to size and complexity of system • Most administration issues are system level • Optix administration a few hours per week • Many installations rely on “power-user” as administrator • With DBA and SysAdmin backup

  37. Rich programming environment makes integration easy OLE Automation Applescript C language API Java language API Java Server Pages CGIs/HTML Examples ERP packages Lotus Notes Mainframe output 3270 emulation and screen scraping application integration

  38. document conversion • Optix supports file imports • IDX file defines index and image file paths • Supported by third-party service bureaus • Over 100000 images per day loaded to Optix • Optix provides batch scanning and patch cards to auto-index documents • Scan-forward, ad-hoc scanning • Supports multiple high-speed duplex scanners at speeds > 100 pages per minute

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