Integrating Kofax and Microsoft SharePoint

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Integrating Kofax and Microsoft SharePoint

Phong Chu

Principal Enablement Manager

Phong.chu@kofax.com

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How Kofax Makes the First Mile™ of Business Smarter

Kofax provides an essential link

between systems of engagement andsystems of record for an …

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Kofax Integration with Microsoft SharePoint

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Event Trigger

SharePoint Integrationwith MFP Panel

SharePoint

Activities/Nodes

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What Kofax brings to Sharepoint?

Kofax Capture can add documents and their fields to any SharePoint

library

Kofax Capture Validation has field auto-completion from SharePoint

field values

Kofax Front Office Server can integrate SharePoint library view with

MFP panel

SharePoint can trigger an event in Kofax TotalAgility

Kofax TotalAgility can update, add, delete, move documents, folders,

calendar entries, etc.

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Case Study - Hyundai Motor Company Australia

Get 100 percent of all invoices approved through the system, and

eliminate 100 percent of manual handling.

Processes approximately 55,000 to 60,000 invoices from 40,000

per year.

Absorbed 50% increase in workload "without effort"

Provides leadership at HMCA with the visibility they need to make

important business decisions

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Fleet Support Group

UK’s Largest Independent Vehicle Management Company

streamlines Invoice Management and Approval Processes and

saves 9 hours a day for accounts team

Invoice chasing requests have reduced by 50 percent leaving the

accounting team with more time to get the jobs logged in correctly

in the first instance so the invoices are processed straight throughon arrival

 Automating 120,000 Invoices per year

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Audi-Volkswagen Middle East

AVME uses Kofax to replace the Business Process Management

(BPM) system from a competitor of Kofax® to achieve

improvements to its local purchasing system and to increase its

quality and control of procurement.

Processes 200 Local Purchasing Ordering (LPO) a month for 80

users within the company

Provides user-friendly, easy-to-use solution that did not require

programming skills or high levels of technical expertise in-house

Integrates with the existing Microsoft® and other systems,

including SAP®, and enhance the operating capacity of thoselegacy systems.

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Integrating

Kofax Capture & Microsoft SharePoint

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Kofax Export Connector to Microsoft SharePoint

Kofax Export Connector

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Lookups from SharePoint

SharePoint lists and special column types can be used to

validate and populate Kofax Capture fields

Supported columns:

Managed Metadata

Enterprise Keywords

Lookup

Choice

 Text

Numeric

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External Field Types

Create a new field type from an external source

New option available via the context menu on Field Types tab or

the ribbon bar

After successful authentication, the user is presented with a treeview of the site, allowing selection of a column from a site or a list

External Field types have a different icon to distinguish them from‘standard’ field types

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Validation/ Runtime

External field types are validated against data source at runtime

Fields linked to SharePoint will be displayed in validation as a

textbox or a dropdown

If a field fails validation, then the operator will be presented with a

window that displays the textbox with auto-complete functionality

 Type ahead and multiple values are supported

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Setup Database Validation from SharePoint

Populate document fields from a SharePoint list

“SharePoint List” added as a database type in the database

validation properties

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Integrating

Kofax Front Office Server & MicrosoftSharePoint

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Kofax Front Office Server Administration Console

Create SharePoint Destination

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MFP Front Panel Integration

Select Destination, Library, Content Type

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Integrating

Kofax TotalAgili ty & Microsoft SharePointFeatures within Kofax TotalAgility

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Product Features

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Kofax TotalAgility

provides extensive 2-way

MS SharePoint Integration

Out of the box !!

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KTA Integration Overview

Interaction with SharePoint from a KTA process

Utilize SharePoint as a CMS

Utilize SharePoint Events and react within KTA

Extend SharePoint Workflow

Utilize SharePoint as a user interface to surface KTA Great User Experience !!

Utilize KTA Web parts for SharePoint Composites

Rapidly create no-code collaborative solutions

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Kofax TotalAgility and Microsoft SharePoint

Kofax TotalAgility

is a Zero-code environment

deploys BPM or Dynamic Case Management solutions quickly

2 kinds of User Interface

 TotalAgility generated workspace

Or

utilizing a Microsoft web portal.

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SharePoint can view KTA process

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Why do you need KTA for your Complex Processes?

KTA provides a 1-1 coupling between the process map and the

live process.

KTA supports in-flight changes to the running process.

KTA supports Case Management and case fragments

KTA provides strong configuration management, process skins,process re-use, sub-processes, collaboration

KTA is part of an overall Kofax Smart Process Application

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Interaction with SharePoint from a KTA

process

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Integration - Nodes

Interaction with SharePoint from a process design

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Integration - Nodes

Interaction with SharePoint from a process design

Create Folder

• Used to create a folder within a pre-defined SharePoint location

Add Item• Used to add a document to a SharePoint library within a designated folder

structure, or to a the root of a SharePoint list, for example the task list orcalendar.

Uploader• Uploads a document. Unlike the Add Item because this node only supports

document libraries, not lists, and doesn’t support document metadata

Get Document• Returns a copy of a document

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Integration - Nodes

Interaction with SharePoint from a process design Continued…

Delete Item

• Allows you to remove an item

Move Item

• Moves an item from one location to another.

Create Site

• Used to create a site within a pre-defined SharePoint installation

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SharePoint Integration Configuration

Integration

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Configure SharePoint Site

On-Premise or Online

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Utilize SharePoint Events and react within

KTA

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Capturing SharePoint Events

Utilize SharePoint Events and react within KTA

  E.g. New document added in SharePoint launches a process

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Capturing SharePoint Events

Utilize SharePoint Events and react within KTA

Event Types

• Item Added, Updated, Deleted

• Checked In, Checked out, Unchecked Out

Includes Events raised on …

• Libraries

• Document, Form, Wiki, Picture

• Communications

• Announcements, Contacts, Discussions

• Tracking• Links, Calendars, Tasks

• Custom Lists

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Reacting to SharePoint Events

Reacting to Events by…

Launch a Process

Create a New Case

Initiate a Case Fragment

Change “state” of process

Raise a process event

All within Kofax TotalAgility using Out-of-the-box integration

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Power of utilizing event handling within KTA

Ability to build a process to handle the event

E.g. Initiate a process when a new document

added

Ability to use SharePoint Meta Data

Seamless share of meta data with KTA whenevent raised

 This meta data may have been added from KC

Graphically Change process–Agile process change

Use KTA to orchestrate communications with otherapplications e.g. Dynamics CRM

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Utilize SharePoint as a user interface to

surface KTA forms

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Why utilize KTA Forms Within SharePoint

Familiar user interface for end users

SharePoint may already be adopted as corporate

interface

Easy to maintain

Maintain within KTA forms builder KTA forms can adopt look and feel

SharePoint look and feel can be applied to KTA

forms

Easy to deploy KTA forms

 This is a very powerful capability when prototyping !!

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Use SharePoint as a Portal

Hosting KTA pages within SharePoint

SharePoint as a Portal

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Utilize KTA Web parts for SharePoint

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Kofax TotalAgility Web Parts

For companies that use SharePoint sites as their primary web portal

and productivity space for employees, Kofax TotalAgility web parts

are customizable web page components that can easily be plugged

into an organization’s SharePoint portal. As an alternative to web

parts “out-of-the-box” web pages are provided that allow TotalAgility

forms to be hosted seamlessly in SharePoint.

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Web Parts

List of Web parts available

Create New J ob

Work Queue

 J ob List

 Take Activity

Logon

 J ob Notes

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For further information, please contact:

Phong ChuPrincipal Enablement Manager

Phone: 949 783 1296

Email: phong.chu@Kofax.com