Site Analysis & Business Process Recommendation
Implementing a business critical software solution that seeks to fundamentally change the way an organization runs an important process can be a vexing proposition. This is why CPS offers our own expertise to organizations seeking to develop a graduated understanding of a proposed solution and generate a comprehensive rubric for a project’s scope and execution.
Our site analysis service involves one or more CPS experts traveling to your site for one to three days of pointed observation. During this time, the CPS team will take stock of the relevant processes, conventions and concerns surrounding the proposed solution. Following these visits, CPS will generate a granularly detailed report of our findings, as well as highly faceted series of recommendations based on our findings, typically including but not limited to a recommendation for components (hardware and software) to aptly satisfy the proposed solution.
Our software architects are authorities in the implementation, configuration and use of all of our systems.
Installation, Customization & Training
We start by working closely with your system administrator to install your solution according to specifications. From there, we configure the new system while also closely scrutinizing any and all areas of concern. Once every possible safeguard has been securely placed and the system has proven to be configured to perfection we will supervise your end users in using your new custom system in actual operation. This process grants your staff the ability to pose questions directly to their trainers as they arise. This stage typically takes only one day per group, and there’s virtually no limitation on group size.
CPS employs five full time engineers. That means that we’re the company you come to when you need a solution that goes beyond the inherent abilities of your system or a simple integration. If there’s a process you desire that is programmatically possible and prudent, our innovative, experienced and often novel group of software programmers, architects and subject matter experts are raring to bring your vision to life.
The SIRE conversion allows for customizable Cabinet specific instructions on how to convert content into Laserfiche. Conversion from SIRE to Laserfiche can be challenging given the page architecture of SIRE and the document architecture of Laserfiche. Each page can be a different file format and can have multiple pages. The conversion utility allows for consolidation of those different formats into one Laserfiche document.
The Application Extender conversion is a simple database read which collects data from the Application Extender database and traces the documents and its metadata. The documents and metadata are then converted into Laserfiche documents and metadata field values. Each document type, identified by table sets, can be configured to convert metadata and controls where the document will reside in Laserfiche.
The Questys conversion utility connects to the database and applies metadata and folder logic. Questys has metadata residing in Folders, Documents, and Content (pages).
Metadata logic is applied to propagate the metadata to the document level for Laserfiche optimization. The metadata from the folders is pushed to the document level. All folder and document common fields uses the document metadata as its value. All not-like metadata will be propagated regardless of level. Other metadata are also included in the conversion such as Hidden, Deleted, Draft, Creation Date, Created By User, Update Date, Updated By User.
There are a few record types in Questys. Folder is one of those record types. The Conversion utility will use the Tree table in Questys to generate that folder structure.
The conversion utilizes the SharePoint API to collect content form a documents page part. The conversion utility uses the folder structure and document naming convention to generate metadata in Laserfiche. Each page part can be converted separately and can have different configurations.
The Liberty conversion utility connects to the Liberty database (dbf extension) obtains the metadata and the entries for the documents. Liberty can have documents encrypted which requires the conversion to decrypt prior to importing into Laserfiche. The conversion utility has configurations for folder structure, metadata mappings, and document naming conventions.
The Windows Directories conversion utility is unique in that each conversion is custom made to fit the customer’s Windows folder structure. Each folder name and document name within the root folder can be used as metadata to populate as fields, create Laserfiche folder structures, and set document names. The utility can also convert Microsoft documents and PDFs into images if needed.
All conversion applications include an audit of what was converted from System X to Laserfiche. The audit contains the source system content list and indicates if the content is in Laserfiche. Those that do not make it into Laserfiche will have a corrective action as to how to get that content into Laserfiche.
Moxie Media is a CBT Learning cloud application that keeps employees current on their trainings for safety. An integration was created to push all training data to Laserfiche to update the Employee’s status for each of their training types. Employees and/or their supervisors can review their status in the Laserfiche Repository and Laserfiche Forms.
Teleform is an Intelligent Capture Recognition (ICR) software which collects data from a paper form. Data captured from the forms can be pushed into Laserfiche as both metadata and document. The default document file type for Teleform is TIF.
The integration to OpenGov relies on read-only access to their database which houses their attachments. Each attachment contains metadata which is used as Template Field values in Laserfiche when the document is created. The integration is near real-time as a middleware application is used to keep the two in sync.
Siebel can create and query documents against Laserfiche. Siebel uses a Web Service call to Laserfiche to create and search for documents. All search results are returned in a table in the Siebel interface which can then be individually opened to view the document. An optional Weblink Portal plug in can be added where the table containing the search results opens up a Weblink window rather than a Siebel document viewer.
Amazon Glacier is a storage system which can also be enabled as a WORM compliant storage. An integration was created to compress volume data chunks which is then uploaded to Amazon Glacier for WORM storage. Each volume data chunk is a rollover volume that can be set to any size segment.
GreenTec is a WORM device which has the ability to store Laserfiche volumes. Due to the limitations of GreenTec, the Laserfiche volumes cannot be stored directly into the GreenTec drives. An integration was created to manage the storing of Laserfiche volumes in GreenTec’s segmented storage. The integration also performs the replication to all failover sites along with managing the enabling of WORM functionality for each of the storage segments.
Customizations and Utilities
An Web Service application that centralizes all calls to a Laserfiche repository. A valuable application when multiple third-party applications are requesting to create and search for documents in Laserfiche. It provides a centralized and uniformed set of functions that is managed through SOAP calls.
An application that creates Jobs to either upload or download files from an FTP/SFTP server. Each Job contains instructions on source, destination, and encryption key details.
FTP Server is commonly used by the Customer and its scanning bureau. The scanning bureau sends scanned files to an FTP Site. FTP Server will download them and prepare them for storage in Laserfiche.
A utility that can compress or decompress archive files such as ZIP or RAR files. Sometimes files are delivered as archive files which require an automated method of decompressing. Compress Extract is best suited when paired with Laserfiche Import Agent and/or FTP Server.
An automated utility which can compress PDFs to improve the storage footprint of Laserfiche. The utility shrinks the PDFs down to minimize the space used to store the PDFs in Laserfiche. The utility can perform compression on a volume or file level.
As of Weblink version 10, the feature of emailing a document as an attachment was removed. This customization brings back that feature.
A standalone application that will take the contents of a digital recorder and stores them into Laserfiche. Each recording has tags which may contain the user’s name, and the date and time the recording was made. These tags are collected and stored into Laserfiche along with the recording. This is paired with Laserfiche Import Agent to perform an automated collection and storage process.