DocuShare 2013 - Kananaskis

Agenda• Xerox ConnectKey for DocuShare• Xerox DocuShare Mobile Client• Xerox DocuShare Windows Client• Xerox DocuShare Cloud

3

ConnectKey for DocuShare• Self Developed DS EIP Connector• Single button scan options from MFP touch panel

– Think ‘Invoice’ button• Simplified Scan Workflow

– Place document in feed, press the correct button, and follow the prompts

• Easy Configuration from DS– Configure 1-n buttons and access rules– Easily push to multiple MFPs

• Button configured to a document type and a collection– Mandatory and configured properties entered at device– Content Rules on Collection automate workflow

4

How it works… Button Management

5

How it works…Define Scan Button

How it works… Device Management

6

Xerox Confidential7

ConnectKey for DocuShare

• Availability Targets:– 2nd Q 2013 (F, G, S)– All supported versions of DS (6.5 & 6.6)– EIP 1.5 – Newer machines (TBD)

• Also: “Scan to DocuShare” WebletEIP ConnectKey apps (Weblets) technology

allows for ‘real-time’ status messages to be placed on the User Interface and DocuShare information

Xerox Mobile Client for DocuShare

Xerox Mobile Client for DocuShare -- Overview• Xerox Mobile Client for DocuShare (XMCfD) is a free iOS

application, that connects to DocuShare 6.6.1, that will be available in the Apple Store in English, French, German and Spanish throughout the Western World.

• Currently in the final stages of development• In House (Xerox) Beta to begin shortly• ECAT (outside Xerox) is planned after the app is in App

Store but before the Mobile Connect announcement.

Xerox Confidential10

DocuShare Mobile Ecosystem...• Of course, you could always access DocuShare using your Web Browser• DocuShare works with all browsers on all devices…• DocuShare Print leverages Mobile Print and Cloud Print (Print Portal)

• NOW there is a DocuShare ap for iOS devices (iPad, iPhone, iPod touch)• Xerox Branded• Specialty Features (Versioning, DocuShare print, DocuShare email)• Requires DS6.6 Update 1 which has the Mobile Client Connector (MCC)

• Note: The MCC also enables Zia Open-Source aps to access DocuShare• FreshDocs Mobile Ap for iOS• FreshDocs Mobile Ap for Android• General, content-management features -- NO XEROX SUPPORT!!!

4/8/2011

Xerox Mobile Client for DocuShare -- System• Requires the Mobile Client Connector (MCC), installed via DS 6.6.1

Update 1, on the server to provide the connection between the App and the DocuShare server.

MobileClient

Connector

(CMIS-based)XeroxMobile

Client forDocuShare DocuShare v

6.6.1

Update 1

DocuSharePrint and

Email(add-on)

XeroxMobilePrint

Xerox Mobile Client for DocuShare -- Overview cont’d• We intend to have an Android version of the app but have no firm

plans at this time.• XMCfD will be part of an Open Source program to encourage the

evolution of the application outside of DSBU extension of DSDN• XMCfD Key Functionality

• Browsing DocuShare folders and documents• Viewing of supported documents (e.g. PDF, MS Office, etc.) in

the app• Uploading new versions• Search• DocuShare Print and Email (if the server has it installed)• Working Offline• DocuShare URLs

Xerox Confidential13

Xerox Mobile Client for DocuShare

4/8/2011

Xerox Confidential14

Access Documents

4/8/2011

Xerox Confidential15

Print multiple docs with Mobile Print

4/8/2011

Xerox Confidential16

Standard Mobile Print Pick-up

4/8/2011

Xerox Confidential17

Or, Open a Doc to Xerox Print Portal

4/8/2011

List of Mobile Client Capabilities• Connect to multiple DocuShare Servers (requires DS 6.6.1, Update 1 )• Navigate folders• Search for content: entire site, or within any specific folder• View documents• Open documents in other apps (including Xerox Print Portal)• Upload new document versions• View properties; Edit properties• Delete documents and folders• Create folders• Upload documents, photos, or videos• Take photos and videos• Record and upload audio• Email documents and folders: Direct from device, or using DocuShare• Print documents and folders: Direct from device, or using DocuShare• Display and “Go to” URL objects• Download documents (to on-device storage)• Manage “Downloads” storage area: view or delete documents

19

DocuShare 6.6.1 Update 1

• Update for DocuShare 6.6 customers:• Includes Mobile Client Connector• Several bug fixes (standard process)• New EULA (small change in EULA terms)

• REQUIRED for use of Mobile Client availability BEFORE mobile client

Xerox Confidential20

eForms and Mobile• Reduces cycle times – dramatically for distributed and field

processes• LO provides a mobile portal for forms access and filling, and

LO workflow participation• Access it from an iPad

– It recognizes device and just works• Combine with Mobile support from DS

– DS Web in Safari– Xerox Mobile Client for DS

• Support for URLs for form requests from DS• Access and annotate submitted forms

DocuShare Windows Client

Overview

• Next generation Windows Client for DocuShare 6.6• Replaces the current DocuShare Client.• Leverages innate Windows integration• Supports the most common Windows Client use cases.

– Focus on providing desktop-integration features– Does not replicate all web client capabilities– Improve the usability, reliability and performance of the most

commonly used Client features.

• Available Q3 2013

High level functionality

Function DocuShare 6.6Windows Explorer integration Navigation via Explorer tree view; drag and drop documents and folder hierarchiesApplication integrationOpen and save content from desktop applications using native interfaces

Windows Client UI

Technology approach

• Network Redirect• DocuShare appears as an external drive to Windows

– Automatic integration into File Open and Save As menus for all Windows applications

– Leverages innate Windows capabilities– Relies on Windows for most file handling drag and drop

Platforms

• Operating systems• Windows 7 (32- and 64-bit)• Windows 8 (64-bit)• Remote Desktop Edition• Windows Server 2008 R2 (64-bit)• Windows Server 2012 (64-bit)• Citrix• XenDesktop 5.6 (post release)

DocuShare Cloud Services

Topics

• ECM in the cloud: Value, trends, and attitudes• DocuShare Cloud offerings• Cloud infrastructure• Configurations and options• Pricing• Customer support

Why ECM in the cloud?

• Cost savings – Reduce infrastructure and deployment costs• Flexibility – Scale up or down as demands and needs

change • Security – Prevent unauthorized data access and loss of

critical data• Reliability – Leverage high availability and redundant

computing platforms with failover• Compliance – Meet regulatory requirements through secure

data storage• Focus on organizational objectives – Outsource the

installation, updating, and maintenance of critical applications and hardware

Cloud types

• Public cloud—provides all of the infrastructure and services through a cloud services provider

• Shared infrastructure; pay as you go; limited security and customization; generally cost-effective

• Private cloud—provides all of the infrastructure and services on a private network

• Resources are dedicated to a single organization; secure; customizable; larger investment

• Hybrid cloud—provides both infrastructures• Combines the benefits of both clouds to meet different

organizational needs

DocuShare Cloud Services

• Combines DSBU-proven expertise in content management with Xerox Services hosting expertise.

• Provides cost-effective and reliable service delivery infrastructure to enable seamless delivery of a total solution to the end customer.

• Delivers 24x7, global accessibility.

DocuShareContracts Management

DocuShareDigital Filing

DocuShareEmployee Onboarding

DocuShareInvoice Processing

Cloud infrastructure

• Xerox Services Core Tools (XSCT)• Provides virtualized cloud infrastructure• Maintains virtual machines, including operating

system, antivirus software, network security• Performs backups• DSBU Hosting Team• Installs, licenses, and configures DocuShare• Installs non-standard databases• Performs database tuning

Security

• Data Center Security: Systems located in private Xerox data centers

• Network Security: Network continuously monitored and protected by redundant firewalls

• Data Security and Availability:• Uses 256-bit domestic and 128-bit international SSL

encryption to protect customer’s data as it leaves data center

• Data stored on highly redundant storage systems• System Security: Uses tightly controlled passwords on

servers and network equipment• Infrastructure Support: Expert team provides 24x7 services

for cloud, server, network management, monitoring, backups, and system maintenance

eForms and Live Cycle Manager Overview

Slide 37

How DocuShare eForms Works

1.Forms designed and located on Web.

2.Person accesses form, fills it out, and submits it.

3.DocuShare receives and processes form; stores PDF version of it in appropriate location. All text from form is indexed.

4.With the form in DocuShare:• users can search

for it• users can access

and manage the form

• a workflow can start

1

2

3

4

Non-DS User

DS User

DS User

DS User

Internal Use OnlySlide 39

Lifecycle Manager