Cerenade
Electronic Forms
Solutions
Presented by:
Behdad Payami
800-617-4202 x7143
310-645-0598
behdad@cerenade.com
www.cerenade.com/Laserfiche
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About Cerenade
 1995 – Cerenade enters the Electronic Forms market as a solution provider
with Visual eForms.
 1997 - Cerenade expands its suite of electronic forms products to include a
Designer, Filler, SDK and a Converter for FormFlow.
 1999 - Cerenade becomes the first to introduce a web-filler.
 1999 – Cerenade begins enterprise-wide deployment of Visual eForms at
Fortune 500 corporations and government agencies.
 2008 – Cerenade partners with Laserfiche.
 2009 – Cerenade continues to lead the market by introducing new products
such as E-Applications, Business Matrix and Workflow.
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Cerenade Solutions
Cerenade offers several fully integrated, COTS solutions for creation,
migration, management, production and hosting of electronic forms:
 Designer – a Design studio for creating interactive, intelligent E-forms.
 Windows Filler – Features include: Fill, Print, Sign and Submit to
Laserfiche.
 Zero Filler – Features include: Fill, Print, Sign and Submit to Laserfiche.
 Enterprise Server – Features include: store, host, manage version control,
route & track, archive, manage audit-trail, generate reports, single sign-on,
auto-populate, database lookup, serial number generation, fill, print, sign,
and submit to Laserfiche.
 Workflow – BPM and Workflow add-on for Cerenade Enterprise Server.
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Cerenade E-Forms Topology
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Migration
The second biggest cost of an Electronic Forms implementation is in
the migration of existing library of forms and user data. Understanding
the need for a quick, easy and cost-effective migration path, Cerenade
offers the following solutions:
 Import both forms and data files.
 Import FormFlow 1.x and 2.x, OmniForm 4.x and 5.x as well as dynamic
PDF in seconds in a batch or in singles.
 Cerenade also provides a conversion service for converting TIFF images
into editable forms. Post clean-up is required.
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Cerenade Designer
 Builds rich, intelligent, Accessible and WYSIWYG
electronic forms that integrate with Cerenade Application
Wizard, Enterprise Server, Filler, and Director. Rapid
design is achieved using Designer's Logic Builder,
Accessibility Wizard and Re-usable Form Components
Library.
 To enhance user experience Validation, Calculation and
other types of logic as well as Dynamic Barcodes,
multiple Digital Signatures, Hyperlink and Dynamic
Tables can be added to the form.
FACTS
Designer Installation
Time: 5 minutes
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 Together with Application Wizard, Designer is used to
rapidly develop Forms Applications that combine the
high-fidelity presentation of paper forms with richness of
Cerenade Filler application and the cross-platform reach
of the Cerenade Enterprise Server Platform.
Cerenade Designer
Designer supports:
Text, Edit, Digital
Signature, 1D and
2D Barcode, Date,
Drop List, Check
Box, Mask, Currency
and Logo objects.
Add Calculations,
Validations and other
types of logic to the
.FAR form.
Set properties of
individual or a group
of objects.
Import Adobe PDF,
FormFlow and
OmniForm files.
FACTS
This form has 12 pages.
Size: 93 KB
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Cerenade Designer (Laserfiche Hooks)
Hooks to Laserfiche
made possible via
these properties:
Keywords:
• LFTemplateName
• SubmitURL
• AllowSavetoLF
IndexFields
ArchiveFormat: FAR,
TIFF or PDF
FACTS
This form was imported
from PDF with no postconversion clean-up.
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Cerenade Windows Filler
 Fill, Save, Print, Validate,
Sign, Annotate, Spell-check,
and email forms.
 Supports PKI, Entrust, ARX
Cosign, NT, Pen-based, and
TOPAZ Digital Signatures.
 Supports multiple digital
signatures on one form.
 Cerenade Windows Filler is a client-side (off-line)
application that allows users to fill, annotate, sign,
print, spell-check, save local, email and submit to
Laserfiche.
 Cerenade Desktop Filler can be distributed for
FREE on-line, via CD or SMS.
 Forms are WYSIWYG, High
Definition, Accessible and
very small in size.
 2D and other types of
Barcodes are generated
dynamically.
 Supports Dynamic /
Scrollable Tables.
 One-click Submit to
Laserfiche.
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FACTS
Cerenade Desktop Filler
Size: 370 KB – 2 MB
Cerenade Desktop Filler – Work Offline
Download and install
Cerenade Filler.
Open Form
Save Form
Save to Laserfiche
Email Form
Print Form
2D barcode is
automatically
calculated as user
types data into the
fields.
Field in focus is
clearly marked on
the screen.
Add sticky notes to
the form.
FACTS
Fully Accessible
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Cerenade Desktop Filler – Save to Laserfiche
1) Save to Laserfiche
2) Select Repository
1
3) Select Folder, if
none is defined in
the e-form.
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FACTS
Laserfiche template, if
does not already
exist, will be created
automatically before it
is populated with data
from the e-form.
3
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Cerenade Zero Filler
 Fill, Save, Print, Validate,
and Sign.
 Supports ARX Cosign, and
NT Digital Signatures.
 Cerenade Zero Filler is a web application that
allows users to fill, sign, print, save, and submit to
Laserfiche.
 Supports multiple digital
signatures on one form.
 No client-side installations required.
 Forms are WYSIWYG, High
Definition, Accessible and
very small in size.
 Forms run on Mac, Windows, iPad, iPhone and, in
general, any device equipped with a browser.
 2D and other types of
Barcodes are generated
dynamically.
 Supports Dynamic /
Scrollable Tables.
 One-click Submit to
Laserfiche.
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FACTS
Cerenade Desktop Filler
Size: 370 KB – 2 MB
Cerenade Zero Filler
Open Form
Save Form
Save to Laserfiche
Print Form
Access on any
browser and on any
platform including
iPad.
FACTS
No Client Installation
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Cerenade Enterprise Server
 Web-Based: ASP.NET solution for hosting, processing, and management of
electronic forms on-line or off-line.
 Zero Client: Cross platform and browser independent. Runs on iPad too.
 All-In-One: Sign, validate, spell-check, annotate, save locally, save to server,
approve, submit, email, route and archive, Auto-fill, Database Lookup, single
sign-on, LDAP, Active Directory support, Reporting, Workflow, Routing,
Archival, Audit-trail, Server-side JavaScripting, Custom UI, Customize any of
the 933 screen messages, Accessibility, Auto-populate External Data
Sources, Serial Number generation and more.
 Scalable: Increases scalability and reliability by utilizing SOAP and Microsoft
Message Queuing (MSMQ) technologies.
 Fault-Resilient Architecture: Administrators can create multiple application
pools and assign applications to those pools to provide isolation.
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Cerenade Enterprise Server
Search by Form Name
and Form Category.
Text for header,
notices and help fields
are fully configurable.
Open for immediate
On-line processing.
Save for Off-line
processing.
Import data from
existing data sources.
FACTS
Links to these forms can be published
within Laserfiche, SharePoint and
other portals and custom web pages.
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Cerenade Enterprise Server – ZERO Client Filler
Forms are pure HTML,
which require no Clientside installations of any
kind.
Save Local, email, spell
check, print and Submit
to Laserfiche or external
applications.
Field in focus is clearly
marked on the screen.
FACTS
High Definition, Pixel-Perfect
forms – every time.
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Cerenade Enterprise Server – Light Client Filler
Save, Print, Zoom,
Annotate, Type
Anywhere, Forward,
Approve, and Reject.
Timesheet E-Form
FACTS
An Intelligent Timesheet.
Size: 24 KB
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Cerenade Enterprise Server
Users can
configure their
environment.
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Cerenade Enterprise Server - Summary
 Fill, Save, Print, Validate,
Approve, Email, Sign, Spellcheck, Submit, Route and Track
E-Forms.
 Supports multiple digital signatures on one form.
 Sign E-Forms using PKI, Entrust,
Pen-mouse, TOPAZ, CoSign and
NT Digital Signatures.
 Cross Platform. Runs on Windows, Mac OS, Unix,
iPad, iPhone, and any device running a browser.
 ZERO Client. Runs on IE, Safari, Opera, Mozilla,
or Firefox.
 Forms are WYSIWYG, and Accessible.
 Work Off-line and On-line.
 Single Sign-on is built-in.
 3rd Party connectivity available
via SDK, API and Web Services.
 PDF417, PostNet and other types of barcode are
dynamically generated.
 Supports Scrollable Tables.
 Supports Dynamic Pages.
 Meets Section 508, OMB, NIST
and NARA Requirements for
Accessibility, Authentication,
Digital Signature, and Records
Management.
 E-Connector for Laserfiche.
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 Prints blank form, form & data, and form with
watermark in HTML, PDF and XPS.
FACTS
U.S. Department of State has
deployed Enterprise Server to over
45,000 of its workforce.
Enterprise Server Security
 Data Encryption: Cerenade E/S offers users the option of saving their form
data in encrypted mode. This encryption option is configurable via the Admin
module. The encryption algorithms are: Triple DES and RC4.
 User Authentication: In Integrated Windows Authentication mode, System
authentication logic will uniquely identify and authenticate users based on their
network SAMAccount. Group user ids are not used for authentication
purposes.
 Access Control: Enterprise Server (E/S) can be deployed in two modes:
Integrated Windows Authentication and Manual Authentication. When
deployed in Integrated Windows Authentication mode, Cerenade E/S
impersonates all users to take advantage of IIS access control mechanism
based on the following criteria:
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NTFS permissions
Web site permission
IP address restriction
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Enterprise Server Security (continued)
 Maintenance: System operations/maintenance tasks are provided only
through Admin module and are only accessible to logged in E/S administrators.
 Timeouts: Cerenade Solution utilizes Session Timeout and authentication
ticket expiration mechanism.
 System Logs: Cerenade E/S provides Logging mechanism through the
following facilities:



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Transaction overview (Enumerate business process list and details
with history, list of recipients and attached documents).
Audit Trail (Display and examine form data state in each step of a
given workflow process. Allow to see changes made between steps.
Service Log (show finalized transaction details sent to XMLtoDB
Service and/or Archiver Service).
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Enterprise Server - Supported End-User Platforms
 Operating System (Minimal client-side Filler Installation):
Windows NT, 2000, XP Pro, XP Home, 2003, Vista and Windows 7.
 Operating System (ZERO client-side Filler Installation):
All Mac and Windows OS.
Supported Unix OS: HP-UX, IBM AIX, Sun Solaris SPARC, Linux
Other supported OS: Pocket PC and Symbian OS, iPhone OS, iPad OS
 Browsers:
With minimal client-side Filler Installation: Internet Explorer 6 or better.
With ZERO client-side Filler Installation: Safari 1.2.3+, Internet Explorer 6.0+,
Opera, and Firefox.
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Workflow
 Design Role/Rule based workflow scenarios for any e-form hosted on
Cerenade Enterprise Server.
 Cerenade Workflow module provides the Business Analyst with a set
of activities (e.g. State, IF-Then-Else, Loop, Event,
InvokeWebService) that once configured and interconnected, they
constitute a high-level declarative programming model which is
meant to be easy to understand and user-friendly.
 Cerenade Workflow module provides a binding mechanism for linking
e-forms with the Workflow model.
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Workflow – Designer Application
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Case Studies
Cerenade Enterprise Server solution is deployed globally at many organizations,
public and private.
Enterprise clients of Cerenade rely solely on Cerenade solutions for all of their
electronic forms needs.
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Deployment at U.S. Department of State
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Washington, D.C.
45,000 users
1,300 e-forms
407 locations worldwide
7 form designers
1 Virtual Machine server
Narrative:
For nearly 3 years US Department of State evaluated over a dozen solutions while testdrove some. As a result of their study US Department of State selected Cerenade to
provide the most appropriate solution short term and for the long run. Department of
State’s requirements included: Internet and Intranet support, conversion of an existing
library of 1,300 forms in FormFlow, Word and PDF, support for importing end-users’
data archives into the new solution, Section 508 compliance of both the application and
the forms, Digital Signature compliance to DOD guidelines, Security, and many more.
The Visual eForms product provides the Department of State with a complete turnkey,
global solution that provides a wealth of features essential to the enterprise. During the
extensive demo and testing period, the Department of State found that Cerenade
demonstrated outstanding customer service and provided the best value for the money ensuring a cost effective solution for the Department of State.
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Statistics Provided by U.S. Department of State
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Enterprise Forms Management (e-Forms) was launched in 2002.
■
9 forms applications were tested in which Cerenade was chosen as the
best solution for the Department of State.
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e-Forms houses over 1,700 forms and supports over 45,000 employees
worldwide via Intranet, ClassNet and Internet Web sites.
■
The data collected in e-Forms is often re-routed into other databases for
reporting resulting in significant savings both fiscally and
environmentally.
 Saves an estimated one tree per month (8,333 pages per tree)
 45,000 employees using e-Forms saves $5,400,000 in transactions per month
■
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Enterprise Forms Management uses NT Domain and PKI for electronic
signature.
Deployment at Manitoba Hydro Gas and Electric
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5,000 users
1,200 e-forms
1 location
3 form designers
1 Server
Narrative:
Manitoba Hydro, a public/private Utilities Company in Canada, searched, studied and
evaluated forms solutions in the market for over 2 years. At the end they decided to
purchase, and deploy Cerenade eforms solution for its migration abilities, functionality
and cost effectiveness.
During a 4 week implementation, and conversion period Cerenade provided training to
Manitoba forms designers, system administrators, representatives of the end-users and
internal development staff.
Manitoba has converted and deployed their entire library of 1,200 forms on Cerenade
Enterprise Server to over 5,000 internal users. In addition, Cerenade’s Visual eForms
technology has been integrated into half a dozen business processes at Manitoba.
Cerenade support staff provided many hours of support to make sure Manitoba Hydro
has a successful migration and implementation on to the new platform.
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Deployment at Hess Corporation
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11,000 users
800 e-forms
10 locations worldwide
2 form designers
1 Server
Narrative:
Hess Corporation was interested in replacing their entire forms management technology
and processing system with a web-based solution that could not only move them into the
future, but to utilize Hess’s existing investment into FormFlow and Word forms.
After reviewing COTS and custom solutions available in the market Hess selected
Cerenade Visual eForms technology and solutions for its robustness, conversion tools,
fast implementation and friendly and easy user interface.
Hess Corporation has deployed its library of 800 forms on Cerenade Enterprise Forms
Management solution world-wide to 10,000+ users on its Intranet infrastructure. Hess
Corporation has also purchased and deployed Cerenade Output Management solution,
and deployed it at the New Jersey operation. Cerenade provides support and
professional service as well as consultation and training when needed.
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Deployment at North Carolina, County of Randolph
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1,000 users
1,200 e-forms
1 location
3 form designers
1 Server
Narrative:
Randolph County’s requirements included: Web-based electronic forms system, Case
Management, WYSIWYG forms designer, routing, audit trail, digital signature and ease
of use. Cerenade met and exceeded these requirements by delivering two distinct
web-based electronic forms processing solutions to County of Randolph IT. One is
Enterprise Server solution to handle automation of all internal forms for use by a staff
of 200. The second was to automate processing and management of thousands of
food stamp, welfare and other Social Services cases created on a regular basis for use
by case workers and public at-large. Within six months, Cerenade developed and
delivered a custom case management solution integrating Cerenade Visual eForms
technology.
As a prime contractor Cerenade provided support services to both IT staff at Randolph
County and to One Source, a Randolph County’s local IT service providers.
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Enterprise Server Meets Government Mandates
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Provides sign-able forms in accordance with e-authentication standards of OMB
Letter M04-04 and NIST Special Publication 800-63
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Data is submitted over SSL
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MEETS NARA requirements for electronic record keeping systems (36 CFR
1234 Part C)
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Meets GPEA requirements
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Meets Section 508 requirements of Accessibility - Per a joint study conducted
by U.S. Department of State and American Foundation for the Blind.
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U.S. Department of State IT CCB certified Cerenade Enterprise Server CR 104044 on 8/27/04. U.S. Department of State IT CCB acknowledges that
Cerenade Enterprise Server meets the Certification and Accreditation (C&A)
consistent with the provisions of the Office of Management and Budget (OMB)
Circular A-130 and National Institute of Standards and Technology (NIST)
Special Publications 800-37.
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Cerenade Advantages
 Commercial Off The Shelf solutions
 An end-to-end turnkey solution without any integration requirements for User
Authentication, Workflow modeling, Version Control, Audit Trail, Archiving and
other features of the product
 A migration path from existing E-forms to Cerenade E-forms
 Hi-fidelity zero-client deployment with full platform/OS independence
 E-forms are extremely small in size
 E-forms are easy to make and maintain Accessible
 Out of the box, E-forms offer Save Local, Barcode, Dynamic Tables, Interviewdriven format, and Digital Signature
 Easy to use with a very low learning curve
 The most Enterprise-wide deployment of web-based E-forms solutions
 Entire focus and business model revolves around E-forms
 Solutions are competitively priced
 E-Connector for Laserfiche
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Cerenade vs. Adobe
Modules/Features:
Digital Signature
Data Encryption
Workflow
Version Control
Tracking
Audit Trail
Archiving
Forms Manager
LDAP/Active Directory
Reporting
Offline/Online
Import e-forms
Export e-forms
Zero Client
iPad support
Laserfiche Connector
.NET component
File size
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Cerenade
Enterprise Server
P
P
P
P
P
P
P
P
P
P
P
P
P
P
P
P
P
Very Small
Adobe
LiveCycle Enterprise
P
P
P
P
P
P
P
P
P
P
P
O
O
O
O
O
O
Very Large
QUESTIONS?
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