eCopy : Intégration de données papier en environnement Microsoft Isabelle Kintzig Enterprise Software Channel Sales Manage...
eCopy <ul><li>eCopy™  est un éditeur de logiciels américain spécialisé dans l’acquisition des  </li></ul><ul><li>données p...
eCopy Europe UK & Ireland Justin Bailey Regional Sales Director Tal Pelta Simon Hill Barry  Cochrane Steve Strange Ava Nek...
eCopy et Microsoft <ul><li>eCopy est Gold Partner </li></ul><ul><li>Solution eCopy installée au MTC </li></ul>
<ul><li>La maitrise de l’acquisition des données des leur point d’entrée garantit la fiabilité du business process dans so...
La solution eCopy <ul><li>eCopy permet  l’acquisition de données papier  et leur  intégration , directement  depuis le mul...
eCopy : élément de valeur pour un Worflow eCopy Confidential 06/05/09 Integration des  donnees papier dans les appli metie...
Les points forts eCopy <ul><ul><li>Interface simple  :  </li></ul></ul><ul><ul><ul><li>Pas de formation spécifique pour le...
La gamme eCopy eCopy ShareScan  est la plateforme d’intégration des multifonctions et scanners dans le système d’informati...
3 SDKs eCopy disponibles <ul><li>Desktop Connector SDK </li></ul><ul><li>ShareScan Connector SDK </li></ul><ul><li>ShareSc...
Demo Connecteur standard pour SharePoint
Connecteur SharePoint eCopy <ul><li>eCopy = extension fonctionnelle de SharePoint pour l’intégration des données papier : ...
L’utilisateur s’authentifie sur l’AD
Les connecteurs sont affichés
Le document est scanne et océrisé pré visualisation pour contrôle sur l’interface du MFP
Le PDF peut être protégé par mot de passe
Choix des destinations de sites SharePoint
Si le mot de passe n’est pas valide, l’accès lui est refuse
Choix des dossiers de destination SharePoint Ne s’affichent que les dossiers sur lesquels l’utilisateur a  les droits d’ac...
Accès aux documents partages si l’utilisateur en a les droits
Sélection sur documents partages
Le document est  indexé selon les critères SharePoint et envoyé
eCopy : Architecture et SDK
eCopy ShareScan Architecture eCopy Confidential 06/05/09 Services Manager (Server Component) ScanStation/PC Based Client S...
eCopy Process Flow eCopy Confidential 06/05/09 Place your document Authentication Preview <ul><li>Document Service: </li><...
eCopy SDKs <ul><li>Desktop Connector SDK </li></ul><ul><ul><li>Build custom connectors to integrate  with external applica...
eCopy ShareScan SDK eCopy Confidential 06/05/09 <ul><li>Complete software development environment to define and develop Ap...
ShareScan Connector SDK Architecture eCopy Confidential 06/05/09 Microsoft Windows Microsoft Visual Studio eCopy ShareScan...
Document Services SDK Architecture eCopy Confidential 06/05/09 Microsoft Windows Microsoft Visual Studio eCopy ShareScan F...
eCopy Desktop SDK <ul><li>Allows development of bespoke bi-directional connectivity to third party data repositories throu...
eCopy : Exemple de solution développée avec le SDK
eCopy <ul><li>Script démo 1: </li></ul><ul><ul><li>Avec le connecteur standard eCopy pour SharePoint, l’utilisateur intègr...
 
Compliance Storyboard “Classifying & Controlling Content at the input device”
Application Areas: <ul><li>Companies wishing to: </li></ul><ul><li>Prevent redistribution of valuable information includin...
Application Scenario <ul><li>This storyboard is based around Classifying,  at the input device , key business documents.  ...
Authenticating The User is required to authenticate to the network, using Windows or biometric authentication .  This acti...
The User is presented with the options applicable to  their Role and level of authority within the company.
The selected Classification “Top Secret” is embedded  in the document, and the appropriate business controls  enforced.
Intelligent Document Routing will initiate the selected business process, generating an audit trail.
You can enforce your Corporate security policies at the  input  device.  In this example, the end user MUST  select a Poli...
Classification “Top Secret” requires encryption and  routes a second archive copy to the Records  Management system.
Controlled Functionality When a document is classified as “Top Secret”,  the User cannot print or edit the controlled docu...
Information can also be protected before it’s  distributed externally
eCopy can interface with Corporate email systems
From the device, an email can be created and sent.. a copy could be also sent to the Head of Compliance
Audit Trail <ul><li>A detailed Audit Trail is recorded and can be integrated with existing management and reporting tools,...
Mailroom Storyboard “Improving business efficiencies by repurposing data from scanned documents, and executing the appropr...
Solution Scenario <ul><li>Dynamic processing of a batch of documents. Re-creating the content from the scanned documents, ...
The User is required to authenticate to Microsoft SharePoint.  This action is recorded and logged..
The User is presented with the options applicable to the business processes they have access to.
Scann of a batch of three documents – a notification of  change of address; an invoice which needs approval;  and a new fi...
 
 
eCopy has generated a complete audit trail of the  business process executed.
In this example, the information is analyzed by EMC  Captiva Input Accel  and dispersed to three different  Microsoft Shar...
The invoice has returned to “meaningful” data which now  forms a Microsoft-based workflow.  The “Invoice Approval” employe...
The static information on the Invoice is automatically recreated and imported into SharePoint
The “Account Approval” User can view the data which is now in a searchable PDF format.
The “approval” process requires the user to approve the expenditure.  An InfoPath form is generated as an XML rendition of...
 
Approval completed and business applications updated.
The Direct Debit document is automatically analyzed and the data extracted into the finance application.
A task is generated to process the Change of Address document
The User accepts the Change of Address using an InfoPath form.
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Ecopy Presentation Microsoft Ex

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  • Ecopy Presentation Microsoft Ex

    1. 1. eCopy : Intégration de données papier en environnement Microsoft Isabelle Kintzig Enterprise Software Channel Sales Manager eCopy Southern Europe [email_address] +33 (0) 6 14 81 4319 Dubravka Vukovic Technical Consultant eCopy Southern Europe [email_address] +33 (0) 6 89 88 17 37
    2. 2. eCopy <ul><li>eCopy™ est un éditeur de logiciels américain spécialisé dans l’acquisition des </li></ul><ul><li>données papier et leur intégration dans le système d’information de l’entreprise. </li></ul><ul><li>Effectifs : </li></ul><ul><ul><li>Effectifs France : 8 </li></ul></ul><ul><ul><li>Effectifs Europe : 37 </li></ul></ul><ul><ul><li>Effectifs Monde : 265 </li></ul></ul><ul><li>Historique et activité : </li></ul><ul><ul><li>Société privée située au nord de Boston, Nashua, NH </li></ul></ul><ul><ul><li>CA Monde en 2007 : 48 millions d’€ </li></ul></ul><ul><ul><li>1992 : Fondation d’eCopy </li></ul></ul><ul><ul><li>2002 : eCopy lance sa première filiale Européenne au Royaume Uni </li></ul></ul><ul><ul><li>2004 : Création de la filiale française </li></ul></ul><ul><ul><li>14 années consécutives de croissance (40% 2005-2007) </li></ul></ul><ul><ul><li>Solution primée : Plusieurs récompenses successives pour l’architecture d’eCopy ShareScan® OP </li></ul></ul><ul><ul><li>et sa facilité d’utilisation par le Gartner, IDC, BERTL, BLI et le MFP Report </li></ul></ul><ul><ul><li>Plus de 2,000,000 d’utilisateurs d’eCopy Desktop dans 14,000 sociétés dans le monde. </li></ul></ul><ul><ul><li>Plus de 75,000 ScanStation et ShareScan Open Platform en service, dont 15,000 en Europe. </li></ul></ul>
    3. 3. eCopy Europe UK & Ireland Justin Bailey Regional Sales Director Tal Pelta Simon Hill Barry Cochrane Steve Strange Ava Nekola Alan Medcalf Chris Pierce-King Brett Lewis France, Belgium, Spain, Italy & Portugal Philippe LeRoy Regional Sales Director Odilon Ratovo Lisa Mura Pascal Cuzon Isabelle Kintzig Dubravka Vukovic Guillaume Albion Daniele Tosques Alan Cornwell European General Manager Sweden, Norway, Finland & Denmark Joachim Roken Regional Sales Director Sture Magnusson Magnus Lindberg Germany, Austria, Switzerland, Holland, Eastern Europe & Middle East Bernd Kl ü ber Regional Sales Director Marion Gust Marcus Nimtz Finance & Operations Martin Hay Plumb Patsy Walker Helen Watt Marketing Nadine Wearne Andrea Hall Strategic Alliances Claire Almond Business Development Jonathan Millbank ISVs & SIs Owen Kilbane Technical Services Denis Billings Markus Brinsa Graham Mann
    4. 4. eCopy et Microsoft <ul><li>eCopy est Gold Partner </li></ul><ul><li>Solution eCopy installée au MTC </li></ul>
    5. 5. <ul><li>La maitrise de l’acquisition des données des leur point d’entrée garantit la fiabilité du business process dans son ensemble, sa sécurité et sa traçabilité. </li></ul><ul><li>Dans certains workflows “sensibles”, et pour des environnements normalisés, la traçabilité de la transaction est impérative </li></ul>eCopy Confidential 06/05/09 eCopy : Pourquoi contrôler l’information depuis le périphérique de scan?
    6. 6. La solution eCopy <ul><li>eCopy permet l’acquisition de données papier et leur intégration , directement depuis le multifonction par le biais d’une interface simple , dans les applications métier de l’entreprise. </li></ul>
    7. 7. eCopy : élément de valeur pour un Worflow eCopy Confidential 06/05/09 Integration des donnees papier dans les appli metier Utilisation du parc existant Controle et tracabilte Adapte aux besoins metiers
    8. 8. Les points forts eCopy <ul><ul><li>Interface simple  : </li></ul></ul><ul><ul><ul><li>Pas de formation spécifique pour les utilisateurs. </li></ul></ul></ul><ul><ul><ul><li>Personnalisable en fonctions des besoins des services concernes. </li></ul></ul></ul><ul><ul><li>Indexation et OCR  : </li></ul></ul><ul><ul><ul><li>Indexation et création automatique du nom du document scanné </li></ul></ul></ul><ul><ul><ul><li>Fiabilité du Workflow d’intégration dans les applications métier </li></ul></ul></ul><ul><ul><ul><li>Recherche d’information facilitée </li></ul></ul></ul><ul><ul><li>Sécurité et traçabilité : </li></ul></ul><ul><ul><ul><li>Authentification de l’utilisateur </li></ul></ul></ul><ul><ul><ul><li>Sécurité d’accès aux applications métiers </li></ul></ul></ul><ul><ul><ul><li>Traçabilité des actions et respect des processus  crucial pour les entreprise soumises à des normalisations (ISO, SOX, etc.…). </li></ul></ul></ul><ul><ul><li>Confidentialité  : </li></ul></ul><ul><ul><ul><li>Fonction de cryptage des documents intégrée  Diffusion sécurisée des documents sensibles. </li></ul></ul></ul><ul><ul><li>Evolutivité  : </li></ul></ul><ul><ul><ul><li>eCopy Software Developer Kit (SDK)  Développements spécifiques </li></ul></ul></ul><ul><ul><li>Gain de productivité et TCO : </li></ul></ul><ul><ul><ul><li>Réduction significative des coûts liés au temps de distribution des documents. </li></ul></ul></ul><ul><ul><ul><li>Intégration des données dans le workflow quelle que soit leur origine papier ou numérique </li></ul></ul></ul>
    9. 9. La gamme eCopy eCopy ShareScan est la plateforme d’intégration des multifonctions et scanners dans le système d’information de l’entreprise eCopy Desktop permet la création, l’assemblage, la modification et l’annotation de fichiers au format pdf Les Connecteurs et Services permettent l’intégration directe des données papier dans les applications métier. Plus de 200 connecteurs disponibles
    10. 10. 3 SDKs eCopy disponibles <ul><li>Desktop Connector SDK </li></ul><ul><li>ShareScan Connector SDK </li></ul><ul><li>ShareScan Document Services SDK </li></ul>
    11. 11. Demo Connecteur standard pour SharePoint
    12. 12. Connecteur SharePoint eCopy <ul><li>eCopy = extension fonctionnelle de SharePoint pour l’intégration des données papier : </li></ul><ul><ul><li>Interface simple, paramétrable pour chaque MFP </li></ul></ul><ul><ul><li>Océrisation full texte </li></ul></ul><ul><ul><li>Prise en compte des droits d’accès utilisateur (AD,Windows, SharePoint) </li></ul></ul><ul><ul><li>Visualisation des dossiers SharePoint depuis le MFP en fonction des droits </li></ul></ul><ul><ul><li>Indexation du document selon les règles SharePoint </li></ul></ul>
    13. 13. L’utilisateur s’authentifie sur l’AD
    14. 14. Les connecteurs sont affichés
    15. 15. Le document est scanne et océrisé pré visualisation pour contrôle sur l’interface du MFP
    16. 16. Le PDF peut être protégé par mot de passe
    17. 17. Choix des destinations de sites SharePoint
    18. 18. Si le mot de passe n’est pas valide, l’accès lui est refuse
    19. 19. Choix des dossiers de destination SharePoint Ne s’affichent que les dossiers sur lesquels l’utilisateur a les droits d’accès
    20. 20. Accès aux documents partages si l’utilisateur en a les droits
    21. 21. Sélection sur documents partages
    22. 22. Le document est indexé selon les critères SharePoint et envoyé
    23. 23. eCopy : Architecture et SDK
    24. 24. eCopy ShareScan Architecture eCopy Confidential 06/05/09 Services Manager (Server Component) ScanStation/PC Based Client Services Manager (Server Component) Client (XML Forms) Common Storage Area Audit Trail Files DSV, 1 file per Client Document Tracking, Unencrypted PDF Connector Profiles, XML File XML Request XML Response Canon MEAP Client Ricoh ESA Client
    25. 25. eCopy Process Flow eCopy Confidential 06/05/09 Place your document Authentication Preview <ul><li>Document Service: </li></ul><ul><li>Index / Classify </li></ul><ul><li>Zonal OCR </li></ul><ul><li>Forms recognition </li></ul><ul><li>Image Clean-up </li></ul>Quick Connect Send/Store Document Redirect Progress Dialog eCopy Services ID Services Protocol Document Services SDK Connector SDK Data Publishing
    26. 26. eCopy SDKs <ul><li>Desktop Connector SDK </li></ul><ul><ul><li>Build custom connectors to integrate with external applications </li></ul></ul><ul><li>ShareScan Connector SDK </li></ul><ul><ul><li>Build custom connectors to scan directly into 3rd party applications </li></ul></ul><ul><li>ShareScan Document Services SDK </li></ul><ul><ul><li>Integrate technologies to modify, enhance, and classify images </li></ul></ul>
    27. 27. eCopy ShareScan SDK eCopy Confidential 06/05/09 <ul><li>Complete software development environment to define and develop Applications that will run at the input device. </li></ul><ul><li>Enables you to develop once and deploy on many hardware devices – Scanners and MFD’s. </li></ul><ul><li>Provides integration with processes and external applications, such as Zonal OCR and document encryption. </li></ul><ul><li>Allows development of bespoke connectivity to third party data repositories. </li></ul>
    28. 28. ShareScan Connector SDK Architecture eCopy Confidential 06/05/09 Microsoft Windows Microsoft Visual Studio eCopy ShareScan Framework ShareScan External or Embedded Client Services ShareScan Manager Network Storage Database, Workflow or Enterprise Application E-mail or Fax
    29. 29. Document Services SDK Architecture eCopy Confidential 06/05/09 Microsoft Windows Microsoft Visual Studio eCopy ShareScan Framework ShareScan External or Embedded Client Services ShareScan Manager Network Storage Database, Workflow or Enterprise Application E-mail or Fax
    30. 30. eCopy Desktop SDK <ul><li>Allows development of bespoke bi-directional connectivity to third party data repositories through eCopy Desktop </li></ul><ul><li>Make use of eCopy Desktops array of mark-up tools, searchable pdf creation </li></ul><ul><li>MS Visual Studio wizard gives a framework of C++ code on which to base the integration </li></ul><ul><li>Allows the creation of new functionality to eCopy Desktop </li></ul>eCopy Confidential 06/05/09
    31. 31. eCopy : Exemple de solution développée avec le SDK
    32. 32. eCopy <ul><li>Script démo 1: </li></ul><ul><ul><li>Avec le connecteur standard eCopy pour SharePoint, l’utilisateur intègre le document papier directement dans SharePoint en fonction de ses droits. Il renseigne manuellement les éléments d’indexation demandés par SharePoint. </li></ul></ul><ul><li>Script démo 2: </li></ul><ul><ul><li>Un développement spécifique effectue avec le SDK permet d’effectuer une reconnaissance de zone automatique sur le document papier, et de renseigner automatiquement les champs d’index demandés par SharePoint avant d’integrer le document dans la GED. </li></ul></ul>Cliquez sur la slide suivante pour voir la video
    33. 34. Compliance Storyboard “Classifying & Controlling Content at the input device”
    34. 35. Application Areas: <ul><li>Companies wishing to: </li></ul><ul><li>Prevent redistribution of valuable information including Intellectual Property (IP), Patent, Financial and Personnel information </li></ul><ul><li>Achieving ISO 27001 Accreditation </li></ul><ul><li>Merger & Acquisition activity </li></ul><ul><li>Knowledge Management </li></ul><ul><li>Records Management & Archiving using the ISO 19005 archive-compliant standard. </li></ul><ul><li>Secure Collaboration Projects </li></ul><ul><li>Risk Management related to company information </li></ul><ul><li>Enforcing Quality Assurance procedures, such as ISO 9000 and Six Sigma </li></ul>
    35. 36. Application Scenario <ul><li>This storyboard is based around Classifying, at the input device , key business documents. </li></ul><ul><li>Based upon the ISO 27001 Information Classification selected, the scanned document will be stamped and the appropriate internal controls will be applied, as per the corporate document classification policy. </li></ul><ul><li>An end user is presented with the Classification options that are mapped to their role, and authority, within a company. For example, the CFO may have access to a wider range of classification options than those presented to the Office Clerk. </li></ul><ul><li>This has a five-tier classification model. </li></ul>
    36. 37. Authenticating The User is required to authenticate to the network, using Windows or biometric authentication . This action is recorded and logged..
    37. 38. The User is presented with the options applicable to their Role and level of authority within the company.
    38. 39. The selected Classification “Top Secret” is embedded in the document, and the appropriate business controls enforced.
    39. 40. Intelligent Document Routing will initiate the selected business process, generating an audit trail.
    40. 41. You can enforce your Corporate security policies at the input device. In this example, the end user MUST select a Policy.
    41. 42. Classification “Top Secret” requires encryption and routes a second archive copy to the Records Management system.
    42. 43. Controlled Functionality When a document is classified as “Top Secret”, the User cannot print or edit the controlled document..
    43. 44. Information can also be protected before it’s distributed externally
    44. 45. eCopy can interface with Corporate email systems
    45. 46. From the device, an email can be created and sent.. a copy could be also sent to the Head of Compliance
    46. 47. Audit Trail <ul><li>A detailed Audit Trail is recorded and can be integrated with existing management and reporting tools, such as Business Objects, SAS and Actuate. The Audit Trail can also be stored within the Records Management system, with the archived documents. </li></ul>
    47. 48. Mailroom Storyboard “Improving business efficiencies by repurposing data from scanned documents, and executing the appropriate Microsoft business process”
    48. 49. Solution Scenario <ul><li>Dynamic processing of a batch of documents. Re-creating the content from the scanned documents, turning the paper into data. </li></ul><ul><li>The re-created content will be stored within Microsoft SharePoint and a number of key workflows will be initiated, based upon the document type, and content identified. </li></ul><ul><li>A comprehensive audit trail is created from the input device – scanner or MFP, to the various destinations within Microsoft SharePoint. </li></ul><ul><li>This storyboard highlights a solutions-based integration with many Microsoft products and solutions. </li></ul>
    49. 50. The User is required to authenticate to Microsoft SharePoint. This action is recorded and logged..
    50. 51. The User is presented with the options applicable to the business processes they have access to.
    51. 52. Scann of a batch of three documents – a notification of change of address; an invoice which needs approval; and a new financial instruction.
    52. 55. eCopy has generated a complete audit trail of the business process executed.
    53. 56. In this example, the information is analyzed by EMC Captiva Input Accel and dispersed to three different Microsoft SharePoint Sites – Accounts, Customer Services and HR…
    54. 57. The invoice has returned to “meaningful” data which now forms a Microsoft-based workflow. The “Invoice Approval” employee receives an automated email advising that a new Invoice needs approval before payment can be made.. The email link will take them directly into SharePoint to commence the approval process…
    55. 58. The static information on the Invoice is automatically recreated and imported into SharePoint
    56. 59. The “Account Approval” User can view the data which is now in a searchable PDF format.
    57. 60. The “approval” process requires the user to approve the expenditure. An InfoPath form is generated as an XML rendition of the created PDF and is accepted by applying a digital signature to the Microsoft InfoPath form.
    58. 62. Approval completed and business applications updated.
    59. 63. The Direct Debit document is automatically analyzed and the data extracted into the finance application.
    60. 64. A task is generated to process the Change of Address document
    61. 65. The User accepts the Change of Address using an InfoPath form.
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