Let Us Take You There – Migrate/Upgrade to Captiva 7.0

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Read about the top 5 reasons to upgrade to the new Captiva 7.0.

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Let Us Take You There – Migrate/Upgrade to Captiva 7.0

  1. 1. 1© Copyright 2013 EMC Corporation. All rights reserved. LET US TAKE YOU THERE: MIGRATE/UPGRADE TO CAPTIVA 7 RAUL GABRIEL SENIOR PRODUCT MARKETING MANAGER
  2. 2. 2© Copyright 2013 EMC Corporation. All rights reserved. • Top reasons to upgrade to Captiva 7Why? • Best practices to upgrade to Captiva 7How? • Things to consider and next stepsWhen? Why, How, When
  3. 3. 3© Copyright 2013 EMC Corporation. All rights reserved. Why Upgrade © Copyright 2013 EMC Corporation. All rights reserved. 3 UPGRADE WHY
  4. 4. 4© Copyright 2013 EMC Corporation. All rights reserved. Top 5 Reasons to Upgrade - 1 Intelligent Deployment Tools Reduce Time and Cost1
  5. 5. 5© Copyright 2013 EMC Corporation. All rights reserved. Captiva Past Challenges  Trying to address your business needs in the shortest amount of time  Developing, testing, deploying & maintaining capture projects
  6. 6. 6© Copyright 2013 EMC Corporation. All rights reserved. SIMPLE AND EASY APPROACH TO ENTERPRISE CAPTURE Enterprise Capture Made Easy EMC Captiva Capture Designer Previously Today
  7. 7. 7© Copyright 2013 EMC Corporation. All rights reserved. SIMPLE AND EASY APPROACH TO ENTERPRISE CAPTURE Enterprise Capture Made Easy EMC Captiva Capture Designer Previously Today
  8. 8. 8© Copyright 2013 EMC Corporation. All rights reserved. Enterprise Capture Made Easy EMC Captiva Capture Designer Previously Today• Graphically build capture processes • Configure rather than code • Empowers value- added resellers, systems integrators, IT, and power users
  9. 9. 9© Copyright 2013 EMC Corporation. All rights reserved. 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
  10. 10. 10© Copyright 2013 EMC Corporation. All rights reserved. Enterprise Capture Evolves Simple To Use And Flexible To The Business
  11. 11. 11© Copyright 2013 EMC Corporation. All rights reserved. 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
  12. 12. 12© Copyright 2013 EMC Corporation. All rights reserved. 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
  13. 13. 13© Copyright 2013 EMC Corporation. All rights reserved. Top 5 Reasons to Upgrade - 2 Intelligent Deployment Tools Reduce Time and Cost New User Experience & Development Tools 1 2
  14. 14. 14© Copyright 2013 EMC Corporation. All rights reserved. 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
  15. 15. 15© Copyright 2013 EMC Corporation. All rights reserved. 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
  16. 16. 16© Copyright 2013 EMC Corporation. All rights reserved. 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
  17. 17. 17© Copyright 2013 EMC Corporation. All rights reserved. Top 5 Reasons to Upgrade - 3 Intelligent Deployment Tools Reduce Time and Cost New User Experience & Development Tools Breakthrough Performance & Scalability 1 2 3
  18. 18. 18© Copyright 2013 EMC Corporation. All rights reserved. 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
  19. 19. 19© Copyright 2013 EMC Corporation. All rights reserved. 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
  20. 20. 20© Copyright 2013 EMC Corporation. All rights reserved. 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
  21. 21. 21© Copyright 2013 EMC Corporation. All rights reserved. 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
  22. 22. 22© Copyright 2013 EMC Corporation. All rights reserved. Enterprise Capture to the Next Level TAKING ENTERPRISE CAPTURE TO THE NEXT LEVEL PROCESS OVER 10 MILLION PAGES DAILY, ON A SINGLE SERVER
  23. 23. 23© Copyright 2013 EMC Corporation. All rights reserved. Top 5 Reasons to Upgrade - 4 Intelligent Deployment Tools Reduce Time and Cost New User Experience & Development Tools Breakthrough Performance & Scalability 1 2 3 Capture Information Globally 4
  24. 24. 24© Copyright 2013 EMC Corporation. All rights reserved. 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
  25. 25. 25© Copyright 2013 EMC Corporation. All rights reserved. Top 5 Reasons to Upgrade - 5 Intelligent Deployment Tools Reduce Time and Cost New User Experience & Development Tools Breakthrough Performance & Scalability 1 2 3 Capture Information Globally 4 Move to the Cloud 5
  26. 26. 26© Copyright 2013 EMC Corporation. All rights reserved. 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
  27. 27. 27© Copyright 2013 EMC Corporation. All rights reserved. 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.)
  28. 28. 28© Copyright 2013 EMC Corporation. All rights reserved. What about Deployment? EMC ONDEMAND DEPLOYMENT? WHAT ABOUT
  29. 29. 29© Copyright 2013 EMC Corporation. All rights reserved. EMC OnDemand IS THE PERFECT?CLOUDEMC OnDemand A new enterprise-class hybrid cloud deployment model managed by EMC experts
  30. 30. 30© Copyright 2013 EMC Corporation. All rights reserved. EMC OnDemand PERFECT?
  31. 31. 31© Copyright 2013 EMC Corporation. All rights reserved. From Problem to Solution © Copyright 2013 EMC Corporation. All rights reserved. 31 SOLUTION FROM PROBLEM TO
  32. 32. 32© Copyright 2013 EMC Corporation. All rights reserved. BCBS of Idaho – Business CaseBCBS 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
  33. 33. 33© Copyright 2013 EMC Corporation. All rights reserved. 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 ProcessingBCBS OF IDAHO
  34. 34. 34© Copyright 2013 EMC Corporation. All rights reserved. How to Upgrade © Copyright 2013 EMC Corporation. All rights reserved. 34 UPGRADE HOW TO
  35. 35. 35© Copyright 2013 EMC Corporation. All rights reserved. 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
  36. 36. 36© Copyright 2013 EMC Corporation. All rights reserved. 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
  37. 37. 37© Copyright 2013 EMC Corporation. All rights reserved. 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
  38. 38. 38© Copyright 2013 EMC Corporation. All rights reserved. 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 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
  39. 39. 39© Copyright 2013 EMC Corporation. All rights reserved. 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 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
  40. 40. 40© Copyright 2013 EMC Corporation. All rights reserved. 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
  41. 41. 41© Copyright 2013 EMC Corporation. All rights reserved. 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
  42. 42. 42© Copyright 2013 EMC Corporation. All rights reserved. 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
  43. 43. 43© Copyright 2013 EMC Corporation. All rights reserved. When to Upgrade © Copyright 2013 EMC Corporation. All rights reserved. 43 UPGRADE WHEN TO
  44. 44. 44© Copyright 2013 EMC Corporation. All rights reserved. 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?
  45. 45. 45© Copyright 2013 EMC Corporation. All rights reserved. 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
  46. 46. EMC

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