UnForm 7.0 ■ Document Management Solution I n t e l l i g e n t T o o l s © 2006 Synergetic Data...

UnForm 7.0 ■ Document Management Solution

I n t e l l i g e n t T o o l s

© 2006 Synergetic Data Systems Inc. All Rights Reserved.

Synergetic Data Systems, Inc.

Document Management Solutions

with UnForm v7.0

Presented

By

Clark Jeppesen




About SDSI

• In business since 1988

• Nearly 8,000 customers world-wide

• Publisher of:– UnForm– General Report Writer– sdOffice– dServe– MailCall




Document Management Solutions

• THE MARKET

– High End$50K plus, complex to implement

– Low EndLimited functionality, less flexibility

– a GAP existed

• UnForm 7 now fills that gap

• BEST industry price-to-features ratio




UnForm 7.0

• a ScalableDocumentManagementSolution

– Small Firm– Medium– Large Enterprise




UnForm through Version 6

• Evolution of UnForm Document Delivery

– Laser forms, Presentation-quality reports

– FAX gateway

– PDF, EMAIL, HTML

– Version 6 .. Client-Server model.. Sub-Job Control for Multi-

Delivery




• Document Enhancement– Plain text to graphical forms and reports– PCL5, PDF, Postscript, Ghostscript output

• Document Delivery– Email client for sending PDF files– Fax gateway – VSIFAX, MS Fax, ActiveFax, and others

• Document Archiving– Store text and PDF, plus related images– Web Browser access to documents with rich indexing and linking– Application-based access to documents via client-server API

A Complete Document Management Solution

UnForm NOW




UnForm 7.0• Evolution of UnForm Document Delivery

– Laser forms, FAX, PDF, EMAIL, HTML– Version 6 Client-Server, Sub-Jobs for Multi-Delivery

• UnForm 7.0 Document Management Solution

– Optional Document Archive Storage, Retrieval and Imaging– Windows Support Server

- including MS FAX gateway- database connectivity- dynamic image conversion

– 12 new rule-set commands,and 48 new code-block functionsfor the technical integrator




UnForm 7.0 New Features

• Environment

• Optional Components

• Output & Delivery

• Document & Text Enhancement

• Control

Recap of Major NEW features and enhancements are divided into the following 5 categories:





• Version 6.0

Platform-independent client-server architecture:

Unix, Linux, Windows

• New in version 7.0

Add:– Windows-based

“Support-Server”

multi-platform interoperability

• ENVIRONMENT




Windows Support Server

• An “auxiliary” server module running in background on any Windows workstation on the network

• Accessible to the UnForm server to perform functions that are best performed in a Windows environment

• Free MS-FAX, dynamic image conversion, database connectivity via ODBC

• Included component, no extra charge





• Version 6.0

Windows-based graphical design tool:

an IDE for forms

development


– Design Tool Enhancements

– Document Archive Storage & Retrieval

– Document Image Manager, including SCANNING tool.

• OPTIONAL COMPONENTS




Design Tool Enhancements

• Word Wrap, toggle on/off

• Grid tab in the preview pane

• Find button

• Jump-To comment

• Jump-To block

More efficient rule-set design and maintenance process for integrators





• Version 6.0

Laser forms

Presentation-quality reports

PCL-5 compatible

Color printer support

Adobe PDF

EMAIL PDF

Fax gateway interface

Barcode, Zebra, MICR

HTML reports


– Postscript compatible– Fax via MS-FAX– Tiled-Image Attachment

via new IMAGES command– PDF enhancements

• OUTPUT & DELIVERY





• Version 6.0

Font change, attribute, erase, and move of any input text | Boxes and lines of any dimension, optional shading and edge-width control | Rounded box corners | Grid options in box drawing | Graphical shading | Case conversion | Text additions in any device font, color, size, and position | Shade regions in any device shade-grade and color | Multi-line text handling


– Angled Line Draw– Circle Draw

• Document & Text Enhancement





• Version 6.0

Multiple, unique copy control

Dynamic output device changes

Integrated programming language

Rich, full-featured expression library

Sub-Job support


– 48 NEW code-block functions for integrators

– Expanded conditional control re expressions

– 12 NEW commands

• CONTROL




New Components

• Document Archiving and Management– Archiving license is based on number of

current print jobs– Same as the Laser forms license

• Document Imaging/Scanning– License is based on concurrent users




B a s e U n F o r m 7

• A simple diagram of “base” UnForm 7.0 components and functionality, without the new document management components

Base UnForm 7.0




Basic Assumption• Most documents that a company saves for future access are self-generated

– UnForm generates those documents– UnForm can store those documents– UnForm has intimate knowledge of the contents, critical for proper indexing and future retrieval

Document Archiving





• Server and client command extensions enable archiving of jobs already coming through the UnForm pipeline.

• A “universal” HTML web browser client provides a rich archive retrieval system via CGI

Archiving Extensions




Archive Architecture

• Libraries store encrypted and compressed documents

• Documents identified by a document type and document ID

• Images (text, PDF, others) stored with a sub-ID, represent multiple versions of a document

• Type/ID and Date/Time indexes• User-defined 10-level Category indexes




B a s e U n F o r m 7 Storage Scheme

• Libraries store encrypted and compressed documents

• Storage algorithm allows for a theoretical capacity of over 4 billion documents per library




Archiving in UnForm Jobs

• Documents can be archived while being processed by UnForm– Text and PDF versions are archived

• Other documents can be added to archives by the client or by the Image Manager tool

• Web browser interface to find and view documents in archive, OR App-based




Web Browser Interface

• Library security honored with login

• Drill-down through libraries, types-IDs, date-time, or category indexes

• Search across libraries– Result set can be transferred, copied, or

exported to HTML

• Administration tasks




B a s e U n F o r m 7 Archive Retrieval

• Browser Retrieval

• App URL-CGI Retrieval

• App Client API Retrieval




Document Image Manager

• Most documents that a company saves for future access are self-generated– UnForm generates those documents

– UnForm can store those documents

– UnForm has intimate knowledge of the contents, critical for proper indexing and future retrieval

Basic Assumption

• If not self-generated, then often the external document pertains to a self-generated document, and can or should be matched up.





• The Image Manager component, a Windows client application, provides a file scanning and importing tool for TWAIN-compliant scanners, for capture of documents external to the UnForm rule-file processing environment.

Image Manager




Image Manager

• Scans or imports images and other files

• Jobs can be defined to auto-recognize images by barcode or OCR zones

• Jobs can auto-assign document properties and identifying information

(type, ID, sub ID)

• Manual identification supported

• Upload to archive libraries




B a s e U n F o r m 7 Image Manager




Webinars: 4-Session Outline

UnForm 7.0 ■ Document Management Solution I n t e l l i g e n t T o o l s © 2006 Synergetic Data...

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Transcript of UnForm 7.0 ■ Document Management Solution I n t e l l i g e n t T o o l s © 2006 Synergetic Data...