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Introducing WebNow for Viewing Document Images

2006 User Interchange Dates:Thu Feb 16 1:00 – 2:30 pm Suite 18 Wolverine Tower *Mon Feb 20 8:30 – 10:00 am Ford AmphitheaterMon Feb 20 1:30 – 3:00 pm Hale AuditoriumTue Feb 28 10:30 – noon Rackham AmphitheaterWed Mar 1 10:30 – noon Suite 18 Wolverine Tower *Mon Mar 13 8:30 – 10:00 am Ford AmphitheaterTues Mar 14 1:30 – 3:00 pm Hale AuditoriumMon Mar 20 8:30 – 10:00 am Rackham Amphitheater* Financial Operations Staff Only

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Introducing WebNow

Today’s Agenda Background Information

Phased Implementation Project Timeline Communications

Impact on Users Hardware/Software Considerations Accessing WebNow

WebNow Demo Support and Services

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Background Information

Enterprise-wide imaging solution needed due to: Increasing need for document imaging across campus Increasing number of departmental imaging systems Opportunities to reduce costs by removing

redundancies and taking advantage of economies of scale

In June 2004 the University signed a contract with Perceptive Software Inc. for an enterprise-wide site license for the use of their imaging product called ImageNow and it’s Web-based companion, WebNow

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Phased Implementation Completed Conversions

Moved existing departmental ImageNow system from the Office of Financial Aid (OFA) to Michigan Administrative Information Services (MAIS) and upgraded the hardware and software

Michigan Business Services began imaging the backlog of personnel files

Converted documents in the Highview Imaging System (Payroll, Benefits)

Upcoming Conversions Convert documents in the current (FileNET)

imaging system (financial, accounts payable, and development documents) to ImageNow

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Project Timeline *

March 13, 2006 through June 2006 – Using FileNET and WebNow to View Documents Users will be using both the FileNET and WebNow

systems to view documents Beginning March 13

Use WebNow to view all new documents scanned Use FileNET to view documents scanned before March

13 March 13, 2006 through end of May 2006 –

Conversion of FileNET Documents Target June 2006 – FileNET is shut down and

WebNow is used for viewing all documents

* Dates are current estimations

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Communications

How will you know when the images have been converted? MAIS and Michigan Business Services will send

project updates via emails to current users at appropriate intervals

Michigan Business Services will post project status updates on their website

If specific document types are completely converted before June, we will notify users

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Impact on Users

Users will view documents through a web-based user interface (WebNow) available via Wolverine Access The look of the user interface will change, but our previous

conversion experience has shown a relatively easy transition for users

Some minor changes in the way documents are organized and indexed

System access for existing users (as of Feb 24) will be automatically updated to use the WebNow system

After Feb 24, new users will have to fill out a M-1 form (see your Financial Unit Liaison for more information)

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Impact on Users

You will have access to all the documents you did before the conversion (e.g. PO vouchers, journal entries, etc.)

You will be able to view new documents from selected Fund Areas Documents available for viewing will vary by Fund

Area Most common type will be establishment

documents Your FileNET user id and password will remain

the same while the FileNET system is operational

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Hardware/Software Considerations

Client computers must have Java 1.5x installed to use WebNow No administrator rights? Have your desktop

support team load it for you. Links to Java software (Windows and Mac) are available from the Michigan Business Services’ website at http://mbiz.bf.umich.edu/documentimagingsvcs/event.cfm

Client computers with administrator rights will automatically download Java software the first time WebNow is accessed via Wolverine Access

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Hardware/Software Considerations

WebNow requires a high speed internet connection

WebNow requires platform-compatible browsers that support Java 1.5x Windows computers

Microsoft Internet Explorer 5.5 or later Netscape Navigator 6.2 or later (not supported by

the MAIS Help Desk) Mac computers

OS X.4 (Tiger) with Safari 2.0 as the supported Web browser

If you have trouble, can connect to ImageNow via Citrix

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Accessing WebNow

WebNow is accessible via Wolverine Access Use your Uniqname and UMICH (Kerberos)

password to log in If you don’t know your Kerberos password or

need to obtain one, contact the ITCS Accounts Office http://www.itd.umich.edu/help/faq/uniqnames/get.html

How you search for documents (search screen and applets) WebNow demo WebNow Reference Manual (handout)

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WebNow Demo

Let’s take a peek!

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Support and Services

WebNow documentation and job aides Available on Michigan Business Services’ website at

http://mbiz.bf.umich.edu/documentimagingsvcs/event.cfm

If you receive a message that you are not an authorized user when trying to log into WebNow on March 13 or later If an existing FileNET user, contact the MAIS Help

Desk at 936-7000

If a new user, have your Financial Unit Liaison fill out a M-1 form for you

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Support and Services

If you get a blank screen when trying to access WebNow via Wolverine Access Java 1.5x is not installed on your computer Contact your desktop support staff and ask them

to install the software Links to the software are available on Michigan

Business Services’ website at: http://mbiz.bf.umich.edu/documentimagingsvcs/event.cfm

If you experience any other problems, please contact the MAIS Help Desk at 936-7000

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Any Questions?