WHAT’S NEW IN KC 9?

Richard Brierton, Senior Product Marketing Manager

3 Get the Most our of Your Kofax Capture (and Transformation) Investment

Kofax Product Lifecycle

• Kofax supports the current major version of software and one major version back

• Ascent 7.x End of Life Communicated November 30, 2009

Slide 4 Get the Most our of Your Kofax Capture (and Transformation) Investment

Item Date

End of Sale – New Purchases July 2008

End of Sale – Existing 7.x Customers March 31, 2010

End of Support – All 7.x Versions March 31, 2011

Version Status

Kofax Capture 9.x Currently Supported

Kofax Capture 8.x Currently Supported

Ascent Capture 7.x Beyond 2 versions – EOL Initiated

General Release Update

Software available for download from Kofax Electronic Fulfillment Site – http://delivery.kofax.com

Customers current with Support can download and install the upgrade at their discretion

Kofax Capture 9 supports an upgrade from Ascent Capture 7.x and Kofax Capture 8

Complete the upgrade and reactivate the license

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New Supported Platforms

• Operating Systems

• Microsoft

• Windows 7 Professional, Ultimate and Enterprise

• Windows Server 2008 Datacenter Edition

• Windows Server 2008 Datacenter x64 Edition (64-Bit)

• Windows Server 2008 Datacenter Edition with Service Pack 1

• Windows Server 2008 Datacenter x64 Edition (64-Bit) with Service Pack 1

• Sun - KCNS only

• Solaris 10 with Patch (01/07/08)

• Linux- KCNS only

• Red Hat Enterprise Linux 5

• Web Servers

• Internet Information Services (IIS) 7.0

• IBM WebSphere 7.0

• Notes

• Discontinued Support for Windows 2000

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Update Batch Classes in Progress

Challenge

• Some errors require a batch class update to fix

• Validation script errors

• Password mismatch with export/release targets

• Prior to Kofax Capture 9, batch class updates did not apply to batches in progress

Solution

• With a single click Administrators can update batches in progress to utilize the latest published batch class

Result

• Greatly reduces time and effort to correct production problems

Slide 7 Get the Most our of Your Kofax Capture (and Transformation) Investment

Batch Class Update Exceptions

• Image directory changes

• Added, removed, or renamed:

• Queues (renaming does not apply)

• Form types

• Folder types

• Batch fields

• Document index fields

• Folder index fields

• Change Total index field setting in the document class properties

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Challenge

• Administrators had to coordinate update activities

Solution

• Allow multiple users of Administration

Result

• More efficient administration

Multiple Users of Administration

Slide 9

Admin 1

Admin 2

Admin 3

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Challenge

• Scanning

• Most efficient when scanning large batches containing many document types

• Validation

• Most efficient to distribute work to many operators

• Most effective when working on familiar document types

Solution

• Large multi document batches can besplit and routed to defined operators

Result

• More efficient operations

• Reduced operator costs and training

Document Routing

Slide 10

Validation – Tax Forms

Validation - Invoices

Validation - Contracts

TAX

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Document Routing Scenarios

Slide 11

Example Scenario Benefit

Mortgage Processing 200 page mortgage folder can be

validated by a queue of operators

accelerating the processing time.

Loan Processing Define rules related to loan amounts.

• Team A = loans < $25k

• Team B = loans >$25k

Healthcare For HIPAA reasons a single operator

would not process more than one

document from a patient folder

Specialized Training Route sensitive documents to personnel

with specialized training and skills

Language Route documents to a native speaking

operator

Mailroom Distribute documents to the right

department

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MSI Based Installer for Software Deployment and Patches

Challenge

• Enterprise customers standardize on software deployment and management tools

• Microsoft Installer Packages (MSI)

• Windows Installer Patches (MSP)

Solution

• Kofax Capture 9 installer comes packaged as an MSI

• Service Packs and Patches packaged as MSPs

• Easily deploy Kofax Capture through “Add New Programs”

• Client patch level visible in “Add or Remove Programs

Result

• Lower cost to deploy and maintain Kofax Capture

Slide 12 Get the Most our of Your Kofax Capture (and Transformation) Investment

Automated Deployment of Customizations

Challenge

• Many enterprises customize Kofax Capture

• Workflow agents

• Custom panels

• Deployment and maintenance can be time consuming

Solution

• Automatically deploy customizations to stations and remote sites from the Kofax Capture Server

Result

• Lowers costs and standardizes:

• Deployment of customizations

• Updates or modifications to customizations

• Ensures uniform installation and deployment of customizations

Slide 13

• Custom modules

• Export connectors

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How does it work?

• Place customization files in deployment folder on the server

• At next pulling interval files will get deployed to local stations and remote sites

Automated Deployment of Customizations

Slide 14

MyCustomization.AEX

MyCustomization.DLL

MyCustomization.EXE

Registration

Time.txt

Version.txt

MyCustomization.AEX

MyCustomization.DLL

MyCustomizatiion.EXE

Registration

MyCustomization.AEX

MyCustomization.DLL

MyCustomizatiion.EXE

Registration

MyCustomization.AEX

MyCustomization.DLL

MyCustomizatiion.EXE

Registration

Remote Site

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Challenge

• Provide redundant license server at a remote site

Solution

• Enable backup license sever at a remote site

Result

• Remote site can continue processing without interruption

Remote Site Licensing High Availability

Slide 15

Primary License

Server

Backup License

Server Remote Site

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Custom Coding Samples

• .NET scripting has been updated to support Visual Studio 2008 and Visual Studio 2010

• Legacy Visual Basic 6 samples have been removed and are no longer provided

• .NET samples are provided in the Kofax Capture server share installation directory

Slide 16 Get the Most our of Your Kofax Capture (and Transformation) Investment

Recognition Server Update

• Kofax has standardized on a single recognition engine

• High Performance and Advanced ICR/OCR profiles consolidated to use same engine internally

• No impact expected for new customers

• Exceptions for customers who upgrade can be addressed as needed by inside sales

Slide 17 Get the Most our of Your Kofax Capture (and Transformation) Investment

New Recognition Languages

• Recognition Server supports several new languages:

• Chinese - Simplified

• Chinese - Traditional

• Japanese

• Korean

• Thai

• Hebrew

• Yiddish

Slide 18 Get the Most our of Your Kofax Capture (and Transformation) Investment

PDF Versioning

• PDF output can be configured to one of the following version numbers:

• Auto

• 1.3

• 1.4

• 1.5

• 1.6

• When Auto is selected, the PDF version number is determined by the engine and set to the actual PDF version number

Slide 19 Get the Most our of Your Kofax Capture (and Transformation) Investment

MICR Barcode Font CMC-7

• CMC-7 font is a special MICR barcode font used in Mexico, France, Spain, Brazil and most Spanish speaking countries

• Used to print characters for magnetic recognition and optical character recognition

• Contains 10 specially designed numeric characters 0-9, and five special symbols

Slide 20 Get the Most our of Your Kofax Capture (and Transformation) Investment

MICR text type E13B

• The MICR E13B font is a special font that is used on bank checks and drafts in the United States, Canada, Puerto Rico, Panama, UK, and a few other countries

• It is normally used to print magnetic recognition and optical character recognition systems

• It contains 10 specially designed numeric characters 0 through 9, and four special symbols:

• Transit

• Amount

• On-us

• Dash

Slide 21 Get the Most our of Your Kofax Capture (and Transformation) Investment

Kofax Capture Export Connector Rebranding

• Kofax Capture Release Module has been rebranded Kofax Capture Export Connector (KCEC)

• Mapping of Kofax Capture Release to Export Connector

Slide 22

Kofax Capture Release Module

Kofax Capture 8 and Earlier

Kofax Capture Export Connector

Kofax Capture 9

Ascent Capture Database Release

Script

Kofax Capture Export Connector –

Database (KCEC-Database)

Ascent Capture Text Release Script Kofax Capture Export Connector – Text

(KCEC-Text)

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New Export Connectors

• Kofax Capture Export Connector – Email

• Send email to one or multiple addresses

• Specify email information based upon Kofax Capture data

• Define attachment naming convention

• Kofax Capture Export Connector – Fax

• Export to a fax server

• Specify fax information based upon Kofax Capture data

• Supports the following fax servers:

• Kofax Communication Server

• RightFax

• Biscom

Slide 23 Get the Most our of Your Kofax Capture (and Transformation) Investment

Vragen?

• Bezoek Docspro

28-10-2010Docspro 2010 1

Neem contact op met onze account managers via 0172 – 419 334 of sales@docspro.nl.

Contact

28-10-2010Docspro 2010 2

• Docspro B.V. Henry Dunantweg 42 2402 NR Alphen a/d Rijn

T: +31 (0) 172 – 419 334 F: +31 (0) 172 – 419 344E: info@docspro.nlI: www.docspro.nl

• Elles van der WerffAccount Manager

• Maarten WehmeijerAccount Manager

• Andra VlaardingerbroekSales Specialist