SharePoint Imaging
Enterprise Integration Solutions
What is Document Imaging
Enterprise Integration Solutions
• Scanning of paper into “electronic document”
• “Index” document
– Application of metadata
• Store in a repository or “Electronic Filing Cabinet”
• Search
– Metadata
– SharePoint
• Display document
• Workflow
Document Imaging History
Enterprise Integration Solutions
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1980’s several vendors started scanning paper
Proprietary workstation hardware
Proprietary repositories
Proprietary database
Expensive to purchase
Expensive to maintain
High barrier to entry, risky, long ROI
Document Imaging History
Enterprise Integration Solutions
• Microsoft releases SPS 2001
• KnowledgeLake Implementing “another”
imaging solution
• KnowledgeLake recognized opportunity to use
SharePoint as a repository
• KnowledgeLake created the components to
make SharePoint an Imaging solution
Document Imaging Case Study
Enterprise Integration Solutions
•6 Week Deployment
•Scan & index > 4,000 images /
day
•263,000 in 3 months
with two Scanners
•Retrieval time from 15 minutes
to < 5 seconds
•Today expanded to related
documents, Risk Management,
Loan Documents and growing
•SharePoint replacing Intranet
www.knowledgelake.com/casestudies
KnowledgeLake Imaging Product Suite
Enterprise Integration Solutions
KnowledgeLake Product
Function
Imaging Server
Enhance SharePoint
Capture
Batch Scanning and Indexing
Connect
SharePoint integration with any
desktop application
Capture Server
Batch Processing of Images, Multifunction device support.
Branch Capture Server
Remote Scanning
Batch Scanning
SharePoint Aware
TWAIN or ISIS Scanners
PDF, TIF & XPS creation
OCR (full text & zonal)
Barcodes & Patch codes
Scalable SP Release
Auto Index-KL Imaging
Client
KnowledgeLake Connect
File without opening SharePoint
Save
E n t e&r pIndex
r i s e Email
Integration
Electronic Files
Capture
Paper Files - Scan
KnowledgeLake
Solutions
Save & Index any Document
Auto Index - KL Imaging
Managed by SharePoint
Client
Remote Capture
How all the KnowledgeLake components fit together
KnowledgeLake
Branch Capture Server
Lets
each in detail.
Throttleexamine
& Schedule
Cache
Import
Client
KnowledgeLake Capture Server
Batch Management
MFD/Fax Integration
Web Capture & Indexing
OCR (full text)
Folder Monitoring
CSV & XML Import
Server
KnowledgeLake Imaging
Search Index
WSS
MOSS
Autoor
Index
- DB2007
Lookup
WSS or MOSS 2007
Portal
Search
Results Export
Portal
Collaboration
Viewer
- TIF, PDF, JPG
Collaboration
ContentAnnotations
Mgmt
Viewer
Content
Mgmt
Content Mgmt
Workflow
Workflow
Integration
Workflow
Business
Print Intelligence
from Server
Business Intelligence
Web Content
DocClass
for Mgmt
Auto Filing
Server
Web Content Mgmt
Imaging Server: Enhance SharePoint
Enterprise Integration Solutions
• Extends MOSS / WSS as imaging “repository”
• KnowledgeLake Document Class
– Consolidates
• Sites
• Libraries
• Content types
– Metadata columns
• Configured on SharePoint
– At the library
Imaging Server: Enhance SharePoint
Enterprise Integration Solutions
• Search web parts
– Create saved search templates
– Search multiple libraries (WSS Limitation)
• KnowledgeLake Viewer
– View scanned image in TIFF, JPEG, PNG formats
• No need to download a local copy of image
– Annotations, stamps, bookmarks
– Send URL Links
– Initiate workflows
Imaging Server: Enhance SharePoint
Enterprise Integration Solutions
• Index
– Enterprise wide indexing schema configured on SharePoint
– Eliminates need for users to understand different sites,
libraries and content types for saving documents.
• Scan
– Users can scan directly from a document library using local
desktop scanner (ad hoc)
– View scanned image before release to SharePoint
– Index document
Imaging Server: Enhance SharePoint
Enterprise Integration Solutions
• Print
– Print documents from within SharePoint without having
client software for document
• Export
– Export documents and meta-data based on query results
• Complete SDK
Capture: Batch Scanning
Enterprise Integration Solutions
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Desktop application
High-volume batch scanning and indexing
“Point and shoot” OCR
Zonal OCR for forms processing
Key-from-image indexing
ODBC lookup
– validation / indexing
• Image processing features
– despeckle, deskew, blank page detection
Capture: Batch Scanning
Enterprise Integration Solutions
• Save as TIFF, PDF and XPS file formats in
SharePoint
• Barcode support for indexing and/or document
separation
• Directory watching (support for Multi-function
devices)
• Supports Kofax VRS and Kodak Perfect Page
– Image clean-up applications
Capture – User Interface
Enterprise Integration Solutions
Office 2007 like ribbon
Meta-data indexing
Document Image
Batch Information
Messages / errors
Connect : Desktop integration
Enterprise Integration Solutions
• SharePoint integration for any desktop
application
• Ensure documents are indexed with proper
meta-data
• Capture documents with attached desktop
scanner
• Outlook integration
– Save Outlook e-mail messages with attachments
directly to SharePoint library
Connect : Desktop integration
Enterprise Integration Solutions
Capture Server
Enterprise Integration Solutions
• Scripted server-based batch management /
processing
– Image Cleanup
• Despeckle, deskew, border removal, rotate
– OCR
– Barcode
– Indexing Validation
• Secure indexing with browser interface
• Batch import – network directory watching
Capture Server
Enterprise Integration Solutions
Branch Capture Server
Enterprise Integration Solutions
• Used for remote offices with limited or
unreliable connectivity
• Uses a “caching” mechanism so documents
can be captured at full scanner speed
• Schedule time and bandwidth to transfer batch
data to Central Office
• Batch import jobs for multi-function devices
• Can run on workstation or light-duty server
Branch Capture Server
Enterprise Integration Solutions
Enterprise Integration Solutions
Questions?
Thank You!
Jonas Sostakas
RCM Technologies
700 Tower Drive
Suite 610
Troy, MI 48097
(248) 687-5639
jonas.sostakas@rcmt.com