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OptiView ECM Electronic Document Management - Pennsylvania

Make a clean sweep. Transform messy, inefficient and unsecured paper processes with electronic document management

Picture this: your desk cleared of paper piles, your office no longer crammed with overflowing file cabinets, and best of all, your documents secure, organized and available at the touch of a mouse. With the OptiView® ECM electronic document management solution from Advanced Processing & Imaging (API), you will streamline business processes, boost productivity and cut costs with fast, online access to the documents you need, when you need them.

Your Challenges

Locating, forwarding, storing, duplicating and organizing paper-based information can overwhelm your business. Employees may spend hours each day handling paper, diverting them from their primary responsibilities. The costs of equipment and supplies, storage, postage and faxing quickly add up. Document loss from a disaster and non-compliance with regulations or audits can be catastrophic. In short, paper-based processes can be a serious drain on your organization's productivity, growth and bottom line.

Our Solution

OptiView ECM software creates a secure, organized and efficient electronic file cabinet. With this powerful yet easy-to-learn solution, employees can quickly capture, manage, retrieve and distribute incoming information including scanned paper documents, electronic documents, e-mail, audio and video files. After they learn the basics in a few minutes, the API technology will help them every day by anticipating which documents they might need when working with a particular application and proactively making them available. OptiView ECM works in both iSeries (formerly AS/400) and Microsoft® Windows environments, and seamlessly integrates with any database application without reprogramming.

OptiView® ECM Hardware

Several configurations of hardware are available for the proper installation of OptiView. This brief description of the OptiView architecture will aid in the decision for which hardware to select.

• A PC server would host the OptiView programs and all OptiView users must be enrolled in OptiView on the server.
• The OptiView users will access OptiView via TCP/IP from the OptiView PC Client software installed on a PC or via the optional OptiView Web application.
• A scanning station must use the OptiView PC Client software. A cable will be required to attach the scanner to the PC. Special consideration should be given to the scanner cable length and to work area requirements when placing a scanning station
• The most common method of storing images is to use a network attached storage (NAS) or a storage area network (SAN) device. The primary NAS or SAN provides the necessary disk storage of all archived image files. This machine requires a fixed IP Address.
• A second, optional, NAS may be used as a redundant storage device. This second NAS will provide a redundant place to store archived image files and provide a place to retrieve archived image files if for any reason the primary NAS is unavailable. The second or (secondary) NAS may be located in another building. All users must have access to the NAS devices. The secondary NAS device may be adequate for being the "Backup" for the archived image file in some installations. This machine also requires a fixed IP Address.

OptiView has a selection of methods developed to secure archived image files.

• The Text Search Processor (TS) is a stand-alone PC that will operate the OCR processor. This machine requires a fixed IP Address.
• The SQL Server will house the database for the TSO. This machine may be an existing SQL Server providing that it has enough resources to maintain the text search database. This machine requires a fixed IP Address.

Typical OptiView Machine Layout for the Windows-Based Environment with Text Search

API Recommended Specifications of Equipment for the Implementation of OptiView

(Windows Version) Version 8.2 - Revised: Jan 2009

These recommended specifications are based on minimum requirements for a five concurrent user system. Additional users, site policies, and network design are among the factors that may require application of additional machine resources in order to achieve the desired performance.