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Product overview
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network diagram
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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
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Optix 5.5 screen shots
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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
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representative customers
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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
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typical applications
• General business
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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
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Engineering drawings
Regulatory documents
Procedures
Environmental permits
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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
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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
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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
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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
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product diagram
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Optix modules
Web
Workflow
Imaging
Document
Management
Content
Search
COLD/
ERM
Database
Publisher
• Optix is modular
• Base module:
document
management
• Add-on modules:
– Workflow, web, imaging,
content search, COLD,
publisher
• Buy functions that you
need
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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
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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)
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Optix application generator
• At the heart of every
Optix system uniquely Optix
• Develop index and
retrieval applications
for Optix via drag-anddrop
• Develop workflow
routing slips for Optix
• Upload screen to
server to create
database tables
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representative screens
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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
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representative screens
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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
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representative screens
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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
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representative screens
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representative screens
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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
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representative screens
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COLD/ERM
• Enterprise report management / COLD
– Store and manage mainframe report output
– Displays text output on graphic forms
• Greenbar
• Invoices
• W-2 forms
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representative screens
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database publisher
• Create stand-alone copies of Optix
repositories
• “Anytime, anywhere” availability of
documents
• Use in conjunction with Optix Single-User
Edition
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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
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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
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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
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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
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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
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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
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application integration
• Rich programming
environment makes
integration easy
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OLE Automation
Applescript
C language API
Java language API
Java Server Pages
CGIs/HTML
• Examples
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ERP packages
Lotus Notes
Mainframe output
3270 emulation and
screen scraping
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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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