BFMA Symposium 2003 Amgraf, Inc. 1 Building a Forms Portal Ray H. Killam, CFSP, CFC Amgraf, Inc....
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Transcript of BFMA Symposium 2003 Amgraf, Inc. 1 Building a Forms Portal Ray H. Killam, CFSP, CFC Amgraf, Inc....
BFMA Symposium 2003
Amgraf, Inc.
1
Building a Forms PortalBuilding a Forms Portal
Ray H. Killam, CFSP, CFCAmgraf, Inc.
1501 Oak StreetKansas City, MO 64108
BFMA Symposium 2003
Amgraf, Inc.
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What is a Portal?What is a Portal?
A site featuring a suite of commonly used services, serving as a starting point and frequent gateway to the Web (Web portal) or to a niche topic (vertical portal) www.marketingterms.com
Portals provide a secure, single point of interaction with diverse information, business processes, and people, personalized to a user’s needs and responsibilities IBM Corporation
A site featuring a suite of commonly used services, serving as a starting point and frequent gateway to the Web (Web portal) or to a niche topic (vertical portal) www.marketingterms.com
Portals provide a secure, single point of interaction with diverse information, business processes, and people, personalized to a user’s needs and responsibilities IBM Corporation
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Amgraf, Inc.
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Used as a marketing term to describe aWeb Site that is intended to be the first place people see when using the Web.
Used as a marketing term to describe aWeb Site that is intended to be the first place people see when using the Web.
Definition of an Internet PortalDefinition of an Internet Portal
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Amgraf, Inc.
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Typically a Portal has a catalog of web sites, a directory of departments or
subjects, a search engine, and may also offer other services (news, bulletin boards, maps, etc.) to entice people to use that site
as their main point of entry to the Web.
Typically a Portal has a catalog of web sites, a directory of departments or
subjects, a search engine, and may also offer other services (news, bulletin boards, maps, etc.) to entice people to use that site
as their main point of entry to the Web.
Definition of an Internet PortalDefinition of an Internet Portal
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Amgraf, Inc.
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A Vertical Portal That Provides Access To, and Information On, An Organizations
Forms
A Vertical Portal That Provides Access To, and Information On, An Organizations
Forms
What is a “Forms Portal?”What is a “Forms Portal?”
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Amgraf, Inc.
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What Does A Forms Portal Do?What Does A Forms Portal Do?
Starting with a complete catalog of all the organization’s forms, it allows each user to develop customized catalogs for their individual use.
It serves as a deployment tool, enabling levels of access and control while providing Users with detailed information on forms.
Starting with a complete catalog of all the organization’s forms, it allows each user to develop customized catalogs for their individual use.
It serves as a deployment tool, enabling levels of access and control while providing Users with detailed information on forms.
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Amgraf, Inc.
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Common FeaturesCommon Features
Links to form owners Personalized page for “My Forms” Links to forms-related sites Links to sites of personal interest Link to forms policy Link to Style Guide
Links to form owners Personalized page for “My Forms” Links to forms-related sites Links to sites of personal interest Link to forms policy Link to Style Guide
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Amgraf, Inc.
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Additional FeaturesAdditional Features
Complete catalog, with search capability User-defined categories Edition management Thumbnail images of forms New form availability notification Launch for POD, eforms and iforms Requisition system for paper forms
Complete catalog, with search capability User-defined categories Edition management Thumbnail images of forms New form availability notification Launch for POD, eforms and iforms Requisition system for paper forms
BFMA Symposium 2003
Amgraf, Inc.
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Additional FeaturesAdditional Features
Store and recall filled forms Forms usage tracking, with reports Routing control and reporting Signing and approval process management Report on associated forms (envelopes, etc.) Record retention information
Store and recall filled forms Forms usage tracking, with reports Routing control and reporting Signing and approval process management Report on associated forms (envelopes, etc.) Record retention information
BFMA Symposium 2003
Amgraf, Inc.
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Additional featuresAdditional features
Easy administration on at least three levels• System administrator
• Forms administrator
• User A “Set-up wizard” for easy customization
Easy administration on at least three levels• System administrator
• Forms administrator
• User A “Set-up wizard” for easy customization
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Amgraf, Inc.
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Forms Portal OverviewForms Portal Overview
Internet FormsPortal andWeb Site
Mainframeor OtherSystem
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Amgraf, Inc.
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IssuesIssues
Portal Design Management and Maintenance Access Security Hosting Hardware Choices Software Choices Database Management
Portal Design Management and Maintenance Access Security Hosting Hardware Choices Software Choices Database Management
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Amgraf, Inc.
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IssuesIssues
Selling the portal concept to management Gaining IT support Managing costs and ROI
Selling the portal concept to management Gaining IT support Managing costs and ROI
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DesignDesign
Presentation format Content selections and management Colors, fonts and graphics choices Search engine Customizable sections
Presentation format Content selections and management Colors, fonts and graphics choices Search engine Customizable sections
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Design and Organize Your Web SiteDesign and Organize Your Web Site
Home Page Categories and Classifications of Forms Log-In Page Page to Search for Forms Other Features
• Related Links
• News
• Calendar
Home Page Categories and Classifications of Forms Log-In Page Page to Search for Forms Other Features
• Related Links
• News
• Calendar
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Amgraf, Inc.
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(Adobe GoLive Recommended)(Adobe GoLive Recommended) (Adobe GoLive Recommended)(Adobe GoLive Recommended)
Choose an Web Page Authoring ToolChoose an Web Page Authoring Tool
BFMA Symposium 2003
Amgraf, Inc.
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(OneForm Designer Plus Recommended)(OneForm Designer Plus Recommended) (OneForm Designer Plus Recommended)(OneForm Designer Plus Recommended)
Choose an Forms ToolChoose an Forms Tool
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Amgraf, Inc.
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Building the Forms PortalBuilding the Forms Portal
System Set-Up Creating Web Pages Creating the Forms Catalog
• Data requirements
• Data maintenance
• Form images
• Form owners
System Set-Up Creating Web Pages Creating the Forms Catalog
• Data requirements
• Data maintenance
• Form images
• Form owners
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Amgraf, Inc.
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Building the Forms PortalBuilding the Forms Portal
Creating and Testing Databases• Forms data
• User data
• User choices
• Queries and reports Testing the Web Site
Creating and Testing Databases• Forms data
• User data
• User choices
• Queries and reports Testing the Web Site
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Amgraf, Inc.
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Create Internet FormsCreate Internet Forms
Draw New Forms with OneForm Designer Plus
Import PDF Files for Existing Forms Overlay Form Images with Fill Fields Generate HTML and CGI Scripts Create Forms Databases on Server
Draw New Forms with OneForm Designer Plus
Import PDF Files for Existing Forms Overlay Form Images with Fill Fields Generate HTML and CGI Scripts Create Forms Databases on Server
BFMA Symposium 2003
Amgraf, Inc.
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Create Web PagesCreate Web Pages
Make the Home Page and the Interior Make the Home Page and the Interior Pages for Each Area of InterestPages for Each Area of Interest
Add Links for Login Screens andForms
Make the Home Page and the Interior Make the Home Page and the Interior Pages for Each Area of InterestPages for Each Area of Interest
Add Links for Login Screens andForms
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Amgraf, Inc.
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Test Forms PortalTest Forms Portal
Test the Web Site Pages and the Test the Web Site Pages and the Links to FormsLinks to Forms
Check that the Databases are Check that the Databases are Storing Fill DataStoring Fill Data
Check that E-Mail Confirmation is Check that E-Mail Confirmation is workingworking
Test the Web Site Pages and the Test the Web Site Pages and the Links to FormsLinks to Forms
Check that the Databases are Check that the Databases are Storing Fill DataStoring Fill Data
Check that E-Mail Confirmation is Check that E-Mail Confirmation is workingworking
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Managing the Forms PortalManaging the Forms Portal
Insuring Data Security Controlling User Access Forms Version Control Procedures Monitoring Usage
Insuring Data Security Controlling User Access Forms Version Control Procedures Monitoring Usage
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Management and Legal IssuesManagement and Legal Issues
Controlling Access to Forms Maintaining Forms Version
Control (Editions) Monitoring Usage
Controlling Access to Forms Maintaining Forms Version
Control (Editions) Monitoring Usage
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Controlling Access to FormsControlling Access to Forms
Database of User Profiles and Privileges Classification of Forms Login/Password Authorization Use of Session “Cookies” Store Date/Time and IP Address at Login Hidden Fields on Search Panels Hidden Fields on Forms Fill-Field Security for Signing and Viewing
Database of User Profiles and Privileges Classification of Forms Login/Password Authorization Use of Session “Cookies” Store Date/Time and IP Address at Login Hidden Fields on Search Panels Hidden Fields on Forms Fill-Field Security for Signing and Viewing
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Amgraf, Inc.
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Forms Version Control IssuesForms Version Control Issues
Every Form Version must be Retained Saved Fill Data should be Linked to the
Form Version Actually Used Must be able to Redisplay Old Form Versions Should Provide Non-Refutable Method to
Prove Transaction Should Allow New Form Versions to be
Used with Notification
Every Form Version must be Retained Saved Fill Data should be Linked to the
Form Version Actually Used Must be able to Redisplay Old Form Versions Should Provide Non-Refutable Method to
Prove Transaction Should Allow New Form Versions to be
Used with Notification
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Amgraf, Inc.
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Monitoring Usage of FormsMonitoring Usage of Forms
E-mail Confirmations to all Interested Parties
Automatic Periodic Transfer of Fill Data Reporting from Forms Databases Web Site Management Reports
E-mail Confirmations to all Interested Parties
Automatic Periodic Transfer of Fill Data Reporting from Forms Databases Web Site Management Reports
BFMA Symposium 2003
Amgraf, Inc.
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SecuritySecurity
Maintaining login database Intranet versus Internet Maintaining access authorizations Secure servers Digital signatures
Maintaining login database Intranet versus Internet Maintaining access authorizations Secure servers Digital signatures
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Amgraf, Inc.
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Gaining Management SupportGaining Management Support
Know your current forms situation – is Portal realistic?
Compare and contrast current to proposed Be realistic on costs Relate to Marketing benefits – how does it help
customers? Don’t oversell – Use stages for proof of concept
Know your current forms situation – is Portal realistic?
Compare and contrast current to proposed Be realistic on costs Relate to Marketing benefits – how does it help
customers? Don’t oversell – Use stages for proof of concept
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Amgraf, Inc.
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Gaining IT SupportGaining IT Support
You cannot do it alone Be knowledgeable on issues Develop a well-defined plan Be realistic on support requirements Develop a complete cost-benefit statement Resolve budget issues in advance
You cannot do it alone Be knowledgeable on issues Develop a well-defined plan Be realistic on support requirements Develop a complete cost-benefit statement Resolve budget issues in advance
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Amgraf, Inc.
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Choose Hardware, Software,Choose Hardware, Software,Database Management System, and Database Management System, and
Internet Connection ServiceInternet Connection Service
Choose Hardware, Software,Choose Hardware, Software,Database Management System, and Database Management System, and
Internet Connection ServiceInternet Connection Service
Configure a Web ServerConfigure a Web Server
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Amgraf, Inc.
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Physical Installation ChoicesPhysical Installation Choices
Self Hosting• Employ In-House Expertise
• Acquire Server Hardware/Software
• Obtain High Speed Connection
• Maintain Environment 24/7 Co-Locate System at ISP
• Contract for System, Services, and Expertise
Self Hosting• Employ In-House Expertise
• Acquire Server Hardware/Software
• Obtain High Speed Connection
• Maintain Environment 24/7 Co-Locate System at ISP
• Contract for System, Services, and Expertise
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Amgraf, Inc.
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Technology Platform ChoicesTechnology Platform Choices UNIX
• Sun Solaris• Linux• FreeBSD
Windows 2000 Web Server Software
• Apache• Microsoft IIS• iPlanet (Sun + Netscape)• NCSA
UNIX• Sun Solaris• Linux• FreeBSD
Windows 2000 Web Server Software
• Apache• Microsoft IIS• iPlanet (Sun + Netscape)• NCSA
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Amgraf, Inc.
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Web Site Server SoftwareWeb Site Server Software
1995 1996 1997 1998 1999 2000 2001 20020%
35%
70%
Apache Microsoft iPlanet NCSA Other
Source: Netcraft.com
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Relational Database Systems (RDBS)Relational Database Systems (RDBS)
Oracle (UNIX and Windows) Microsoft SQL Server (Windows) IBM DB2 (UNIX and Windows) MySQL (UNIX and Windows) Other
• Informix (Now an IBM Company)
• Sybase
Oracle (UNIX and Windows) Microsoft SQL Server (Windows) IBM DB2 (UNIX and Windows) MySQL (UNIX and Windows) Other
• Informix (Now an IBM Company)
• Sybase
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Amgraf, Inc.
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RDBS Market ShareRDBS Market Share
0
5
10
15
20
25
30
35
Year 2000
Oracle
IBM
Microsoft
Other
Source: Gartner, Inc., May 2001
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Amgraf, Inc.
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Best Price/Performance Configuration*Best Price/Performance Configuration*
Standard Intel Pentium PC Hardware FreeBSD UNIX (Open Source) Apache Web Server Software (Open
Source) MySQL Database (Open Source) Co-Located at ISP with T1 Connection
Standard Intel Pentium PC Hardware FreeBSD UNIX (Open Source) Apache Web Server Software (Open
Source) MySQL Database (Open Source) Co-Located at ISP with T1 Connection
* Based on Open Source Software
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Amgraf, Inc.
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$5,000* $5,000*
Typical Pricing for Web Server Typical Pricing for Web Server Hardware/Software/InstallationHardware/Software/Installation
$300 / Month$300 / Month
Typical Pricing – Co-Location ServiceTypical Pricing – Co-Location Service
* Based on Open Source Software
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$25,000* $25,000*
Typical Pricing for Forms Portal Typical Pricing for Forms Portal Design/DevelopmentDesign/Development
Varies with Complexity, Numbers of I-Forms,Login Users, and Databases.
*
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Amgraf, Inc.
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Forms Cost JustificationForms Cost Justification
Saves Money• Captures Keystrokes 24/7• Real-Time Data Validation• Potential for Faster Transactions• Paper-Optional Forms on Demand
Makes Money• Customer Convenience and Preference• Opportunity to Upsell and Sell
Additional Products/Services
Saves Money• Captures Keystrokes 24/7• Real-Time Data Validation• Potential for Faster Transactions• Paper-Optional Forms on Demand
Makes Money• Customer Convenience and Preference• Opportunity to Upsell and Sell
Additional Products/Services
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Amgraf, Inc.
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SystemDemonstration
SystemDemonstration
Forms Hosting SystemForms Hosting System