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.TRANSCRIPT
1 © Copyright 2013 EMC Corporation. All rights reserved.
LET US TAKE YOU THERE: MIGRATE/UPGRADETO CAPTIVA 7
RAUL GABRIEL SENIOR PRODUCT MARKETING MANAGER
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• 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
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Why Upgrade
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UPGRADE WHY
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Top 5 Reasons to Upgrade - 1
Intelligent Deployment Tools Reduce Time and Cost 1
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Captiva Past Challenges
Trying to address your business needs in the shortest amount of time
Developing, testing, deploying & maintaining capture projects
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SIMPLE AND EASY
APPROACH
TO ENTERPRISE
CAPTURE
Enterprise Capture Made Easy EMC Captiva Capture Designer
Previously Today
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SIMPLE AND EASY
APPROACH
TO ENTERPRISE
CAPTURE
Enterprise Capture Made Easy EMC Captiva Capture Designer
Previously Today
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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
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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
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Enterprise Capture Evolves
Simple To Use And Flexible To The Business
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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
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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
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Top 5 Reasons to Upgrade - 2
Intelligent Deployment Tools Reduce Time and Cost
New User Experience & Development Tools
1 2
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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
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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
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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
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Top 5 Reasons to Upgrade - 3
Intelligent Deployment Tools Reduce Time and Cost
New User Experience & Development Tools
Breakthrough Performance & Scalability
1 2 3
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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
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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
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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
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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
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Enterprise Capture to the Next Level
TAKING ENTERPRISE CAPTURE
TO THE NEXT LEVEL
PROCESS OVER
10 MILLION PAGES DAILY, ON A SINGLE SERVER
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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
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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
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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
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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
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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.)
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What about Deployment?
EMC ONDEMAND ON-PREMISE
DEPLOYMENT? WHAT ABOUT
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EMC OnDemand
IS THE
PERFECT? CLOUD EMC OnDemand A new enterprise-class hybrid cloud deployment model managed by EMC experts
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EMC OnDemand
PERFECT?
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From Problem to Solution
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SOLUTION FROM PROBLEM TO
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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
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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
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How to Upgrade
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UPGRADE HOW TO
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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
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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
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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
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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
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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
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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
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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
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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
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When to Upgrade
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UPGRADE WHEN TO
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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?
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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
EMC