Tuesday, April 6, 2010

Webinar: Turn SharePoint Plans into Reality with DocuNECT

Over 70% of participants in a recent AIIM survey indicated that their companies currently use or have immediate plans to use SharePoint 2007/MOSS for Collaboration/workspaces and Document management (check in/check out). File share replacement, scanning/imaging, and email management applications were significantly lower priority SharePoint applications according to those surveyed. SharePoint can be used for collaboration "out-of-the-box" but many organizations struggle with leveraging the platform for managing transactional content, records, and emails with traditional capture solutions.

Portford has integrated SharePoint distribution in our award winning DocuNECT electronic capture platform. DocuNECT can automatically capture electronic files from Folders, FTPs, sFTPs, email, fax servers, and apply your business rules to distribute documents and data directly into SharePoint. DocuNECT's standard features can be used to migrate documents from file shares to SharePoint and automatically create document folders and document properties based on existing folder/file naming structure. DocuNECT's advanced capture features can be used to automatically classify documents and extract the data required to instantiate a workflow in SharePoint. SharePoint customers can also leverage DocuNECT's desktop capture tools such as the Virtual Print Driver and the Windows Explorer integration allowing users to quickly capture and index electronic files.

Don't miss a live demonstration and overview of DocuNECT can add value to your existing SharePoint implementation:
  • Automatically classify and index TIFF/PDF images and MS Office files based on your business rules
  • Capture files directly from any application using the DocuNECT Virtual Print Driver for SharePoint
  • Automatically capture an unlimited volume of files from Multi-function copiers, fax servers, email, sFTPs and FTPs
  • Quickly implement a distributed capture process using DocuNECT's intuitive and completely web-based user interface
  • Automatically rotate, clean up, and apply industry leading image compression without sacrificing quality or performance
Who should attend?
End Users and Administrators interested in increasing the value of their SharePoint implementation with any of following applications:
  • Migrate documents from network folders to SharePoint
  • Enable document scanning into SharePoint from network scanner/copiers
  • Automatically kick-off a workflow from emails and faxes received
  • Print electronically from any print enabled application directly into SharePoint
  • Quickly organize and index batches of files from the desktop into SharePoint
When is it?
DATE: April 14th, 2010
TIME: 10:00 to 11:00 am PT/ 1:00 to 2:00 pm ET
PLACE: WebEx

To Register
This is a free event, however registration is limited. If you have any questions, please contact:
dan.segura@portfordsolutions.com or call (949) 333-0331.

Thursday, April 1, 2010

Keep Track of Capture with the DocuNECT Dashboard

Portford is pleased to announce the release of the DocuNECT Capture Dashboard (v2.3). The dashboard provides a complete summary of the entire DocuNECT system, including:

1) Alerts for system issues, such as connectors that are not active or running, connectors that have an error, and batches that have errors.

2) Status information can also be emailed. If the email function is switched off an email will still be received if any system issues are found. The email distribution can have multiple email addresses.

3) Provides a System Issues summary section at the top of the HTML and Email that provides areas that contains issues.

4) Monitors storage space, providing a warning if any of the storage locations have less than 25% capacity free.

5) Reports the current version of the database and CaptureLifecycle runtime as well as displaying latest released version from Portford's web site.

6) Deletes connector logs before a certain number of days to allow a rolling window of connector logs to be kept.

7) Backs up configuation information. All the Cabinets, CaptureLifecycles, and all the "Last Run" Connector Logs. These are also included as attachments on the status email to allow this to be forwarded onto support if required



If you would like information about the new products features please contact your dedicated account representative or email: dan.segura@portfordsolutions.com or visit www.portfordsupport.com

Electronic Document Capture on the Rise

Historically paper has been the primary source of document transfer between employees, customers and business prtners. Recent studies have shown that the use of electronic documents are on the rise. Whether it is a contract, an invoice, purchase order, order form, or any other document, it makes sense to transfer these documents electronically as it can help to speed up the underlying business processes.

At a recent AIIM roadshow, the AIIM President John Mancini presented the following statistics:


DocuNECT, Portford's electronic document capture platform, can process a number of different types of document formats from different sources. The business rules defined for processing documents are independant of the document format and can help with the transition from processing paper to processing electronic documents.

If you would like information about the new products features please contact your dedicated account representative or email: dan.segura@portfordsolutions.com or visit www.portfordsupport.com

Important Product Updates

The anticipated end of life for ApplicationXtender version 5.4x is December 31st, 2010. As mentioned in previous announcements, the end of life for ApplicationXtender version 5.3x was on June 30th 2009. The next update to ApplicationXtender will be version 6.5 instead of the previously announced version 6.0 Service Pack 1. Please make sure to contact Portford to make arrangements to upgrade and ensure uninterrupted support services. The availability of the following software versions have been announced or forecasted:
  • ApplicationXtender v6.5 (expected in April 2010)
  • ApplicationXtender Workflow Manager Concurrent Licensing (expected in April 2010)
  • Information Rights Management for ApplicationXtender (expected in April 2010)
  • Quickscan Pro v4.7 (Including Sharepoint Export - now available on EMC.com)
  • Documentum 6.5 SP2 (now available)
  • Documentum CenterStage (limited release)
  • Captiva CaptureFlow Designer for IA 6.0 SP1 (now available)
  • DocuNECT 4.2 (now available)
  • Kofax Capture 9.0
  • Kofax Express 2.0
If you would like information on any of the above products please contact your dedicated account representative or email: dan.segura@portfordsolutions.com or visit www.portfordsupport.com

Meet Portford's New Management Team

Thanks to our customers and partners, Portford was fortunate to experience tremendous growth in 2009 and we look forward to continued success as we celebrate our 10th anniversary. Each year Portford has expanded the range of services delivered and in an effort to maintain quality in each area we have re-organized into three business groups:

Technical Services Group
Brad Grell – Technical Services Director: The technology group focuses on EMC Documentum and Portford DocuNECT software support, software upgrades, technical implementations, integrations and software sales.

Consulting Services Group
Sam Gramlich – Vice President of Consulting Services: The consulting group provides project management and project lifecycle support for business and software implementation projects.

Managed Services Group
Verna Goodloe – Vice President of Managed Services: The managed services group provides a range of outsourced document services, including off-site document conversion (in Ontario), document bookmarking, data entry and extraction and information management.

Beginning in April, each or our groups will be offering news and information in our monthly newsletter specific to the issues and challenges facing our customers. Portford's sales and support offices are now based in our Irvine, CA location. Please be note that office telephone numbers will change for many of us

If you would like information please contact your dedicated account representative or email: dan.segura@portfordsolutions.com or visit www.portfordsupport.com

Information Rights Management In EMC ApplicationXtender 6.5

EMC is expected to announce general availability of ApplicationXtender 6.5 in April 2010. Among the most exciting new features available in 6.5 is embed ed Information Rights Management (IRM). IRM allows dynamic control and management of information by enabling content owners to decide who gets to view, edit, print or email documents and who does not. Now integrated into ApplicationXtender 6.5, IRM polices can be configured in App Gen (AX Administration) providing dynamic control of your organization's content even after it has left the corporate firewall.

Benefits of IRM for ApplicationXtender:
Persistent protection — Ensures that documents, messages and attachments are protected at rest, in transit and even after they're distributed to recipients.

Dynamic policy control — Allows content owners to define and change user permissions (view, forward, copy or print) and recall or expire content even after distribution.

Automatic expiration — Provides your customers the ability to automatically revoke access to documents, emails and attachments at any point, thus allowing information security policies to be enforced wherever content is distributed or stored.

Continuous audit trail — Provides confirmation that content was delivered and viewed and offers proof of compliance for your customer's security policies.

If you would like information about the new products features please contact your dedicated account representative or email: dan.segura@portfordsolutions.com or visit www.portfordsupport.com

Turn Your SharePoint Plans into Reality with DocuNECT

Since 2001 Microsoft SharePoint has been widely adopted as set of Web-based productivity, collaboration and productivity tools, as well as a platform upon which companies can develop line-of-business applications. Over 70% of participants in a recent AIIM survey indicated that their companies currently use or have immediate plans to use SharePoint 2007/MOSS for Collaboration/workspaces and Document management (check in/check out). File share replacement, scanning/imaging, and email management applications were significantly lower priority SharePoint applications according to those surveyed. SharePoint can be used for collaboration "out-of-the-box" but many organizations struggle with leveraging the platform for managing transactional content, records, and emails with traditional capture solutions.

In response to customer demand, Portford has integrated SharePoint distribution in our award winning DocuNECT electronic capture platform. DocuNECT can automatically capture electronic files from Folders, FTPs, sFTPs, email, fax servers, and apply your business rules to distribute documents and data directly into SharePoint. DocuNECT's standard features can be used to migrate documents from file shares to SharePoint and automatically create document libraries and document column properties based on existing folder/file naming structure. DocuNECT's advanced capture features can be used to automatically classify document and extract the data required to instantiate a workflow in SharePoint. SharePoint customers can also leverage DocuNECT's desktop capture tools such as the virtual print driver and the windows explorer integration allowing users to quickly capture and index electronic files.

On April 14th, Portford will be hosting a WebEx demonstration and overview of DocuNECT electronic capture for SharePoint. Dont miss this opportunty to learn how DocuNECT can turn your organization's SharePoint Plans into reality

If you would like information about the new products features please contact your dedicated account representative or email: dan.segura@portfordsolutions.com or visit www.portfordsupport.com