let us take you there – migrate/upgrade to captiva 7.0

1 © Copyright 2013 EMC Corporation. All rights reserved.

LET US TAKE YOU THERE: MIGRATE/UPGRADETO CAPTIVA 7

RAUL GABRIEL SENIOR PRODUCT MARKETING MANAGER


• Top reasons to upgrade to Captiva 7 Why?

• Best practices to upgrade to Captiva 7 How?

• Things to consider and next steps When?

Why, How, When


Why Upgrade

© Copyright 2013 EMC Corporation. All rights reserved. 3

UPGRADE WHY


Top 5 Reasons to Upgrade - 1

Intelligent Deployment Tools Reduce Time and Cost 1


Captiva Past Challenges

Trying to address your business needs in the shortest amount of time

Developing, testing, deploying & maintaining capture projects


SIMPLE AND EASY

APPROACH

TO ENTERPRISE

CAPTURE

Enterprise Capture Made Easy EMC Captiva Capture Designer

Previously Today


SIMPLE AND EASY

APPROACH

TO ENTERPRISE

CAPTURE


Previously Today



Previously Today •Graphically build capture processes

•Configure rather than code

•Empowers value-added resellers, systems integrators, IT, and power users


Simple and Easy to Use with the Power of Enterprise Capture

• Graphical drag-and-drop design

• Multiple batch creation steps

• Routing based on conditions

• Map values between capture steps

• Add .NET scripting code steps for customization


Enterprise Capture Evolves

Simple To Use And Flexible To The Business


Enterprise Capture Design Made Easy Captiva Designer

• Unified design client and configuration

• Manage development, test, and production deployment

• Offline usage and multi-user development environment

• One-click deployment

Reduces time spent building and deploying processes by days


Easy Enterprise Capture Deployment Captiva Designer

• Create and update reusable profiles across multiple processes

• Profiles work with image processing, conversion, exports, and more

• Bulk update processes by simply uploading new profile

Simplifies deployment and ongoing maintenance



Intelligent Deployment Tools Reduce Time and Cost

New User Experience & Development Tools

1 2


Unified Operator User Interface Captiva Desktop

Unified user interface drives improved productivity

• Adaptable client for all types of use cases: indexing, high-speed data validation, image quality review

• Built on a unified data model: easier setup and path add advanced recognition


Flexible Client Interface Captiva Desktop

• Editable controls: text, list, combo, and check boxes

• Character and field-level repair for highest productivity

• Tool tips, custom error messages, flags

• New functionality to reduce scripting: field confirmation, document type rules

Maximizes productivity and adapts to use cases


Intelligently Connecting Information to Business Systems

Customize capture processes and integrate with business systems, using:

– .NET SDK

– Client & server side scripting

– Web Services

– Custom .NET code steps





Breakthrough Performance & Scalability

1 2 3


Intelligent Capture: Document Classification

• Forms

• Applications

• Tax returns

• Invoices

• Policies

• Purchase orders

• Contracts

• Notes

Many document types with varying degrees of image quality

Structured Semi-structured Unstructured


Intelligent Document Recognition Eliminating manual document preparation

AUTOMATED SORTING

FULL-PAGE IMAGE

TEXT-BASED

ANALYSIS

PRECISION ANCHORS

HAND-WRITING

FULL-PAGE IMAGE

TEXT-BASED

ANALYSIS

PRECISION ANCHORS

HAND-WRITING


Configuring Advanced Capture Projects

Automated Learning

Learn documents in production

• Learns based on operator input, data captured, free-form rules

• In production sooner, rather than days or weeks later

Manual setup of projects

• Collect documents, set up document templates, create extraction zones

• Test and retest projects Document Capture

Project Administrator

Operators


Auto Learning of Documents New Text-Based Classification

Service Invoice

Work Order

Total

• Well-suited for documents with variations in layouts or size

• Invoices with floating footers

• Documents coming in from different channels

• No setup required - automatically determines text block and position pattern

Delivers Significant Classification Accuracy Improvements = ROI


Enterprise Capture to the Next Level

TAKING ENTERPRISE CAPTURE

TO THE NEXT LEVEL

PROCESS OVER

10 MILLION PAGES DAILY, ON A SINGLE SERVER






1 2 3

Capture Information Globally 4


Capture Data Across Global Enterprises

Global processing – Processes single- and double-byte

languages

– Handles mixed client/server locales

Localized release – French, Italian, German, Spanish,

Brazilian Portuguese, Russian, Simplified Chinese, Korean, Japanese






1 2 3

Capture Information Globally 4 Move to the Cloud 5


Deployment can be cumbersome

Enterprise Capture deployment can be cumbersome?

Large scale technology deployments are USUALLY 2x over budget

Key people OFTEN leave deployment projects on short notice creating a knowledge gap

Business requirements fluctuate even mid deployment

Cost of deployment is 5-15x cost of software


Costs Associated

COSTS ASSOCIATED with managing Enterprise Applications

HELPDESK Cost to effectively address and provide 24/7 support to end users as it relates to EMC/IIG software? (e.g. Documentum, Captiva, Document Sciences)

PERFORMANCE TUNING Your EMC/IIG software-related cost(s) excluding software licenses? (e.g. 3rd party associated costs – performance/tuning, roll-out of new features…)

SECURITY Cost to address Security and Compliance? (e.g. license, maintenance and staff costs)

DR/HA Your off-site facility fee or allocated cost for Disaster Recovery and High Availability?

PHYSICAL Your Data Center facility costs? (e.g. floor space, HA, electricity, staff…)

INFRASTRUCTURE Cost for infrastructure Hardware & Software (e.g. servers, storage, network, maintenance, operating system, database, app server staff…)

ADMINISTRATION People costs to plan, install, configure, manage, administer, monitor and maintain EMC/IIG software? (e.g. upgrading, patching, performance tuning, back-up etc.)

VIRTUALIZATION Your associated costs for virtualizing your cloud environment? (e.g. total VMware cost, per vApp, Chargeback, etc.)


What about Deployment?

EMC ONDEMAND ON-PREMISE

DEPLOYMENT? WHAT ABOUT


EMC OnDemand

IS THE

PERFECT? CLOUD EMC OnDemand A new enterprise-class hybrid cloud deployment model managed by EMC experts


EMC OnDemand

PERFECT?


From Problem to Solution


SOLUTION FROM PROBLEM TO


BCBS of Idaho – Business Case BCBS OF IDAHO Driving Efficiencies in Critical Claims Processing

BUSINESS CASE

Eliminate cost and inefficient claims processing times

Wanted lower claims processing times from 40 to 60 seconds

Reduce high costs of data entry for claims completely keyed from image


BCBS of Idaho - Results

THE RESULTS

Average claim processing time dropped to 10 to 40 seconds with Advanced Recognition

Averaged 2 to 3 minutes to process dental claims

Approximately 250% performance improvement for overall claims processing operations

Driving Efficiencies in Critical Claims Processing

BCBS OF IDAHO


How to Upgrade


UPGRADE HOW TO


Captiva 7.0 Migration Steps

1. Decide if process will be migrated or used as-is; if it will be migrated, continue to Step 2

2. Re-factor CaptureFlow

3. Set-up new modules

4. Import DPP or create Doc Types & Index Families

5. Convert validations

6. Deploy


Go From:

• VB-based IPP

• Image Enhancement

• Image Generator

• Recognition

• IQA, Index, IndexPlus, Validation

• Val2XML, Image, File, PDF

To:

• XPP using CaptureFlow Designer

• Image Processor

• Image Converter

• Extraction

• Desktop

• Standard Export

To Use All New Features in Captiva 7.0


Captiva 5.3 SP4, 6.0 SP3, or 6.5.x Server

Existing Clients

Upgrade to Compatible Clients

• Upgrade to the IA 5.3 SP4, 6.0

5.3 SP4, 6.0 SP3 and 6.5.x

Clients

Step One



Existing Clients



Upgrade Server to Captiva 7

• Directly upgrade Server from 5.3 SP4, 6.0 SP3, 6.5.x to 7.0

Captiva 7 Server

5.3 SP4, 6.0 SP3 and 6.5.x

Clients

Step Two



Existing Clients



Upgrade Server to Captiva 7

• Directly upgrade Server from 5.3 SP4, 6.0 SP3, 6.5.x to 7.0

Captiva 7 Server

5.3 SP4, 6.0 SP3 and 6.5.x

Clients

Captiva 7 Clients

Add New Processes and Migrate Existing Processes

• Transition users to new processes based upon the Captiva 7’s Desktop and Designer and migrate existing processes as opportunity occurs

Step Three


Points of Consideration

• SQL database is optional – No ScaleServer, Reporting, Microsoft

Clustering, & Web Services capabilities without SQL

– Embedded SQLLite is provided as alternative

• IIS is not required – New Administrative Console will use base IE

libraries installed as part of OS for UI rendering

• The level of effort of migrating to Captiva 7 will vary, – On average smaller effort than the Captiva 6

migration


More Points of Consideration

• 5.x & 6.x, unmodified CaptureFlows will be supported

• Using new modules & functionality will require additional effort

• Old modules should work, but may require Backward Compatibility Pack (BCP)

• Deprecated modules are fully supported and available


Licensing Guidelines

• No new license required if upgrading from Captiva 6.x

– The installer will self-manage the needed licensing changes

• Captiva Desktop will be licensed as part of the Attended Client Group

• Upgrading from 5.x will need a new license


When to Upgrade


UPGRADE WHEN TO


Upgrade Considerations

Upgrade/Migration

Timing Considerations

Always consider EMC OnDemand

Want to take advantage of new features, enhanced

performance?

Want to roll out new business

solutions faster?

Planning to upgrade hardware/

infrastructure?

Deploying new projects or new

physical locations? Performance and tuning an ongoing

issue?

Need to enhance Disaster Recovery

and High Availability?

Lack IIG Product and VMware expertise?


Making Upgrading Easier - CAMEO

• Free high-level migration assessment from EMC Consulting Services (up to one week – only available until Aug 31, 2013)

Understanding the Scope

Available on a per customer basis until December 31, 2013

• Free Captiva 7 delta training for 1 person Justifying the

Upgrade

• Two free pre-configured Dev/Test licenses on 1-year evaluation Obtaining

Dev/Test Licenses

• OnDemand 12-month term option available System

Management

For additional details, check out the CAMEO blog in the Captiva ECN Community page

let us take you there – migrate/upgrade to captiva 7.0

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