Integrating Kofax And Microsoft Sharepoint 50674f

Integrating Kofax and Microsoft SharePoint Phong Chu Principal Enablement Manager [email protected]

How Kofax Makes the First Mile™ of Business Smarter

Kofax provides an essential link between systems of engagement and systems of record for an …

Kofax Integration with Microsoft SharePoint

SharePoint Activities/Nodes

SharePoint Integration with MFP

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Event Trigger

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  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 Group  UK’s Largest Independent Vehicle Management Company

streamlines Invoice Management and Approval Processes and saves 9 hours a day for s team  Invoice chasing requests have reduced by 50 percent leaving the

ing team with more time to get the jobs logged in correctly in the first instance so the invoices are processed straight through on 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

s within the company  Provides -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 those legacy systems.

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Integrating Kofax Capture & Microsoft SharePoint

Kofax Export Connector to Microsoft SharePoint  Kofax Export Connector

Lookups from SharePoint  SharePoint lists and special column types can be used to

validate and populate Kofax Capture fields  ed 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 is presented with a tree

view 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 ed

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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 & Microsoft SharePoint

Kofax Front Office Server istration Console  Create SharePoint Destination

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MFP Front Integration  Select Destination, Library, Content Type

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Integrating Kofax TotalAgility & Microsoft SharePoint Features within Kofax TotalAgility

Product Features

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 interface to surface KTA  Great 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 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 s in-flight changes to the running process.  KTA s 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

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 or calendar.

 er • s a document. Unlike the Add Item because this node only s document libraries, not lists, and doesn’t 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, s, 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 when

event raised  This meta data may have been added from KC  Graphically Change process–Agile process change  Use KTA to orchestrate communications with other

applications e.g. Dynamics CRM

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Utilize SharePoint as a interface to surface KTA forms

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Why utilize KTA Forms Within SharePoint  Familiar interface for end s  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 Job  Work Queue  Job List  Take Activity  Logon  Job Notes

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For further information, please : Phong Chu Principal Enablement Manager Phone: 949 783 1296 Email: [email protected]