The Index Server - included with both the EDIM and DMO versions of the system, provides for content indexing of all files that include readable information. This would include, but is not limited to, text found in word processing, spreadsheet, presentation, PDF, as well as OCR processed image files. This server component is designed to handle very large volumes of data to provide almost instantaneous access to the files containing the data being searched.

The Image Server - only included with the EDIM version of the system, provides for template based image processing and enhancement of scanned documents. This component, using processing templates defined by the system administrator, will apply any number of image functions such as Geometric Transformations (i.e. Auto Trim, Deskew, Flip, Resize, Reverse, Rotate, Shear), Brightness/Contrast/Image properties adjustments, Color Correction, Removing Noise, Line Detection, and Artistic Effects. Scanned documents requiring any optimization or enhancements as may be called for in the defined template used when saving into the system are processed by this server component before being passed onto the OCR and Index server as necessary.

OCR (Optical Character Recognition) Server - responsible for reading and converting the printed information within a scanned document into text that can be indexed along with the image, or optionally stored as a separate file in addition to the image for editing. Using Zone Templates the OCR server will selectively read, extract, and populate specified meta data or profile fields in the documents associated database record. This feature is helpful in automating the process of indexing scanned documents and extracting key data that can be quickly displayed in the document profile without necessarily having to open the document and manually searching the image. All extracted OCR information is then passed on to the index server for processing and made available for overall document content searching.

Print Server - provides a flexible way documents can be automatically requested and printed by other applications from outside the system. This server component will monitor a specified location for a file containing data about the document to be printed. Each monitored location can have a different configuration to the information provided to locate and print documents in the system. Each monitored location can also specify a different destination printer to be used. Files can be printed in bulk, or one at a time.

Standard Client Workstation - provides user configurable access to the repository and facilitates all document management, basic scanning operations, and access to a significant portion of the overall system functionality. Depending upon the type of license issued, this client interface will control what functions the authenticated user has access to. Based upon the familiar Outlook style interface - it is easy for the user to learn and use. It allows the user to organize documents in a customized system of storage cabinets, drawers, and file folders similar to present physical world storage paradigms. Access to these storage elements and documents are controlled by permissions assigned by the system administrator. Users are only allowed to see and access storage areas and documents for which they are assigned the appropriate permissions. Users can locate files either by browsing the storage structure and viewing the displayed document information and metadata, or they can use a powerful search tool that lets them locate storage elements or documents by any of the name, description, entered data, and/or contents with various options to assist in finding exactly what is required. This client also includes a ODMA feature that allows our system to interface directly with such compliant applications as MS Word, Power Point, Word Perfect as well as a number of others. This feature allows ODMA compliant applications to store and retrieve documents directly from our system. An Outlook add-in is provided to allow access to the repository for the storage and retrieval of email messages.

Commander Toolbar & Application Interface - workstation component that provides quick access to the most common functions within the system without having to open the standard client. This configurable toolbar, which floats on a users desktop include functions for document import, scanning, browsing, viewing, and work queue as well as quick launch for the full client, scan workstation, scan job manager, and DVeRT applications. The work queue functionality and notification provides for a very effective basic workflow capability. This toolbar can be programmed to interface with any number of windows based applications to provide a context sensitive ability to applicable functions (i.e. scan, store, retrieve, scan job) as they apply to specific data displayed on the current screen of an associated application. This capability allows the toolbar to create a quick and highly effective interface with other applications without custom programming or use of the API.

Dvert (Document Verification and Routing Tool) - workstation component designed for efficient processing and indexing of image documents after they have been scanned. Using this tool, documents that have been scanned into specified work queues (designated folders or users work queue) are presented for the user to review, process, index and file in the system. This allows for documents to be scanned in volume and processed separately without having to pause to index and file the documents immediately. By separating the scanning from the indexing and routing functions there are significant increases in productivity, and these functions can be handled by separate personnel using this tool. This tool is also used when processing image documents that appear in a users work queue.

Print Driver - workstation component that facilitates printing from any application directly into the Millennium 10 repository. This driver, when installed, creates a printer that can be used to print an image of any document directly into the system. Used from any application the way a standard printer is used, an image of the printed document is created and the user is presented with the standard document import dialogue which allows them to specify description, meta data, and destination.

Web Server - Read Only Web Based Client interface for browse / Search / view / print / email

Installed on Microsoft Windows Internet Information Server the Millennium Web Application Server provides authorized users the ability to browse / search / view / print / email information quickly and easily from within Internet Explorer. It can be used for Intranet as well as Internet access to the Millennium 10 repository. The Millennium Web Application Server runs behind IIS and interfaces with the Millennium 10 server to search and retrieve information stored within the Millennium repository.

The Millennium Web Client has the same look and feel of the standard Millennium workstation client. With the Millennium Web Application server users can access documents and files stored in the Millennium repository from Internet Explorer. No additional software is required at the client workstation. The Millennium Web Client supports the same powerful search capabilities of the standard workstation client. Image documents can be viewed one page at a time directly through the Millennium Web Client, or opened as a native document for more extensive capabilities. All other document formats are treated as native documents and are handled by whatever local application it is associated with.

The Millennium Web Server been designed with the ability to be integrated with and into an existing website either completely, or just the functionality that is desired. Direct access is provide for basic search, advanced search, browse, view and download functionality. These capabilities are provided through formatted URL command strings that can be either embedded, or dynamically formed and executed on demand. Leveraging this capability both web and non web based applications can format and execute links to Millennium web client functionality including direct access to specific documents. Such links can also be formatted and emailed to internal and external users, providing that the Millennium web server is configured to allow such external access. It is this capability that is used from within the standard web client to allow the user to select and send a link to a specified document either within the storage room or search results view.

Quickscan - Dedicated Scanner Workstation. The QuickScan Workstation is an optional component designed to facilitate workgroup or desktop scanning for workstation attached TWAIN or ISIS compliant scanners. This module supports both a simplified touch screen interface designed for workgroup environments where scanning is best facilitated without a keyboard, and a feature rich workstation interface designed to facilitate high volume, high speed scanning. Users are able to scan documents individually or in batches and save them directly into the Millennium Repository, or submit them for processing by the Document Dispatch and Routing Server. Additional capabilities are provided to allow the user greater control over and the ability to manipulate images before they are stored or submitted for processing.

Document Dispatch Server & Scan Job Manager - Advanced Control Sheet Based Document Processing

The Millennium 10 Document Dispatch and Routing Server is the central component in the Millennium 10 Document Imaging and Management System that provids scanned image routing and dispatch using predetermined storage profiles or control sheets created using our Scan Job Manager. Documents to be processed are accepted from a number of sources including our ShareScan connector, Universal Import server, QuickScan scanner workstation, or manually through the user interface. Documents are processed according to the predetermined instructions contained in selected storage profiles, control sheets created using the Scan Job Manager, or dynamically as may be instructed through the ShareScan or QuickScan interfaces.

Using the Scan Job manager, a user will enter parameters about how an associated document is to be processed and create a cover sheet (Control Sheet) that is scanned along with the document. This Control Sheet instructs the Dispatch Server to perform the desired actions upon the following document. Successive documents with control sheets can be stacked and scanned in one batch to be automatically broken apart and processed separately by the Dispatch Server as each control sheet is recognized. Functionality includes the selection of image processing and enhancement templates that include options to improve the quality of the image as well as OCR, selection of document storage profiles that allow collection of specified metadata and document naming sequences, storage locations within the Millennium repository, document descriptions, and processing behavior such as blank page detection and separation. Additional functionality is provided to the Scan Job Manager and Dispatch Server to allow storage of documents outside the Millennium repository in defined locations on a network or users desktop, in addition to email capabilities to send copies of processed documents to defined recipients, notifications of actions taken, or links to documents stored at defined network locations or within the Millennium repository. These additional capabilities allow the processing of documents outside of and completely independent of the Millennium 10 document repository providing document routing capabilities in environments where the full capabilities of a document imaging and management system are not required. The extended capabilities of the Millennium 10 Document Imaging and Management System can be implemented in conjunction with the stand-alone capabilities of the Document Dispatch and Routing server, or separately at a later time.

Associated Modules: Scan Job Manager ShareScan Connector Universal Import Server OSDCRM – OCR Stream Data Capture and Routing Module QuickScan

SCAN JOB MANGER

The Scan Job Manager is a desktop tool that gives specified users the ability to enter and create jobs that define the behavior and desired functionality of the Document Dispatch Server. As jobs are created, a “Control Sheet” is printed and scanned, as a cover sheet, along with the document to be processed. These control sheets are recognized by the Dispatch Server which then processes the following document according to the instructions entered into the Scan Job Manager. Jobs entered into the system can be designated as persistent, or one time use only. Functionality is provided to allow definition of job life and validity dates. As jobs are processed by the Dispatch Server, status information about when they were processed is collected and updated for review in the completed job display. This utility is also used to monitor processing of documents through the Document Dispatch Server, Universal Import Server, OCR Stream Data Capture and Routing Server, and to handle exceptions. If, for whatever reason, a document was unable to be processed according to the given criteria or the control sheet used was invalid or out of date, it would appear here for user intervention. The user could then view the subject document, determine the corrective action needed, and manually instruct the system on how to proceed. A command line interface is also provided to give other applications the capability to specify and print control sheets to be used with the system.

Universal Import Server - Automated document capture and processing

The Universal Import Server is an optional component in our system that provides interface with a variety of network attached, scan enabled multi-function peripherals (MFP’s), digital copiers, fax servers, or any other system that can deliver any type of document including images to a defined network storage location, to a location on the device accessible through the network, or other locations via FTP, HTTP and Email. This module can be configured to monitor an unlimited number of independently configured input sources. Each input source can be configured to process defined document types automatically in a number of ways that include sending them to the Dispatch Server for extended processing using control sheets, directly to predetermined locations within the Millennium 10 repository, or to request user intervention.

OSDCRM - OCR Stream Data Capture and Routing Module - automated capture and routing for image documents using OCR, Barcode and RegEX

This optional module provides extremely powerful automatic capture and routing capabilities for image documents using OCR, Barcode and RegEX (Regular Expressions). This module can be configured to monitor an unlimited number of independently configured input sources. Each input source can be configured to process scanned documents automatically in a number of ways according to the data that is extracted from text by OCR, or barcodes included in the images processed. Using RegEX (Regular Expressions) and VB scripting, templates can be created to search for and extract specific information from the data stream anywhere that it may occur. Regular Expressions are a powerful technology used for finding and extracting data or patterns of data within a text stream. Extracted or derived information is then used to populate specific fields in the Millennium document database or used to route the document within the system. Unlike the Zone OCR capabilities in our OCR server, OSDCRM is not constrained by predefined fixed locations (zones) within an image. Data can be found and extracted anywhere from within a scanned document, providing an extremely flexible way to process documents that may not have the desired information in the same place, or vary as to the content. Extracted OCR and barcode data can also be written to a specified file for additional processing by external applications. OSDCRM can also be used in conjunction with the Dispatch Server to provide additional email and network delivery capabilities supported by that module.

CD/DVD Export/Import Module - Bulk repository Export and Import

The optional CD\DVD Export\Import workstation module for Millennium 10 provides for a number of essential functions in conjunction with the Millennium 10 Document Imaging & Management system. The first is to allow the user to select files and storage elements from within the repository to be extracted as native images or documents, along with recorded profile and other meta data, and deposit them in a selected directory in preparation for archival to CD or DVD. An optional royalty free viewer can be included with the output that allows for convenient searching and viewing of the extracted files and associated profile data. When included with the files burned to CD or DVD, this viewer will launch automatically when the resulting disk is placed in any Windows compatible computer completely independent of, and without the need of access to the original Millennium 10 system. Files are extracted in their native image or document format, and the associated profile data is included in a standard CSV and XML format files. In this way files can be extracted from the Millennium 10 system and permanently archived to CD or DVD, subsets of files/data can be extracted and burned to CD or DVD to be given to others for use outside the Millennium 10 system, and they can be exported for use with other applications. This module also supports an import feature that allows these same or similarly formatted files to be brought in to the Millennium 10 system. This feature allows files/data to be transported from one Millennium 10 system to another, and to allow import of files and data from other systems and sources. This feature can be used to automate the process of importing images and files when working with outside vendors and sources for large volume scanning or delivery of documents eliminating the need for these outside sources to have the Millennium 10 system. A convenient feature is also provided to facilitate large volume import of files from a specified network or drive location into the Millennium system.

COLD - ERM Server - Electronic Reports Management Our optional ERM/COLD server provides direct import of electronic reports generated by other mini and mainframe computers as well as other legacy systems. ERM stands for Electronic Reports Management and COLD stands for Computer Output to Laser Disk. The terms are slightly out of date but there is still a significant demand for this type of document management. This module provides capability for template based capture, management, and distributed access to these reports to authorized users of the Millennium System.

FLEX DM - Template based Image Presentation and Data Capture

The Flex-DM system is an optional module that allows for a dramatic and substantial improvement in document processing with the creation of image processing work queues for documents as they are scanned when they are received, eliminating the need for physical paper documents used for data entry, automating data capture, and electronic storage of all scanned documents in conjunction with captured data that is retrievable from both within a specific application, or directly from the Millennium interface. The Flex-DM system allows the creation of simple (for logging purpose) and detailed (for full entry purpose) data-entry screens allowing the operator to verify, categorize, and check for all necessary pages/sections against the original document scanned. These screens give the operator the flexibility to move an individual image or all images from one document to another and within the same document. It allows the regrouping of individual images within a document (categorization). It can also generate detailed data entry screens allowing the operator to navigate from one data element to another on the presented page of the document. Captured data is used to route documents within the system, can be stored along with the documents, and can be written to other ODBC compliant databases. The data entry process can be defined to use data from other ODBC sources for entry, verification and record look up.

There are several components that comprise the Flex-DM system. In addition to the API interface used to integrate with the existing application system, there is a “VTM - Verification Template Manager”, that is used to define and create the image data capture scripts, and the “ICA – Inspection and Capture Application”, providing the operator user interface and image data capture engine. Each application, including the API, is specific to, and operates in conjunction with, the Millennium Document Imaging & Management system.

OPTIONAL APPLICATION ENHANCEMENTS
There are a number of modifications that can be made to existing applications as part of the implementation of the FLEX DM system. These are not required, but can greatly add to the functionality and usability of the overall system and integration of a specific application with the functionality of the Document Imaging & Management system. Using the supplied OCX, image functionality can be added with an interface to the Millennium system. Functionality can be added to facilitate ICA – Inspection & Capture Application image data processing and capture through the application interface. No changes are required to the applications database schema. All changes and enhancements can be made is such a way as to minimize impact to the current user interface and changes to the existing code. The majority of changes to an application can be compartmentalized in an isolated or single module.

VTM – VERIFICATION TEMPLATE MANAGER
This application is used to define the templates used during the inspection, capture, and verification portion of the FLEX DM system. Using the VTM, a system administrator can define all parameters associated with the creation of a capture template and the capture process. Before a user can use the ICA – Inspection & Capture Application this utility must be used to define a processing profile and list of fields to capture along with defining the area within a specified sample image these fields can be found. This is done so that the Inspection & Capture Application can present these isolated images within the document being processed to facilitate more rapid capture and entry of the required data.

ICA – INSPECTION & CAPTURE APPLICATION
The ICA – Inspection & Capture Application is the processing component of the FLEX DM module that works with the Millennium 10 Document Imaging & Management System as well as other applications that can use this functionality. The primary purpose of the ICA Inspection & Capture Application is to facilitate “heads up” indexing, data capture, and image routing using “flexible” template based processing.

EDIM/DMO API - Application Program Interace An optional API (Application Program Interface) is available that exposes the object model behind the Millennium 10 system allowing the customization and interface of applications with the system. This is an extensive library of low level functions exposing all the core functionality of the system so that other applications can be integrated and Millennium functionality can be included directly within them. It is designed to provide a higher level of integration and interface with the system than is possible with the command line interface or the command toolbar.

Web API - Web Client API The Millennium Web Server been designed with the ability to be integrated with and into an existing website either completely or just the functionality that is desired. Direct access is provide for basic search, advanced search, browse, view and download functionality. These capabilities are provided through formatted URL command strings that can be either embedded, or be dynamically formed and executed on demand. Leveraging this capability both web and non web based applications can format and execute links to Millennium web client functionality including direct access to specific documents. Such links can also be formatted and emailed to internal and external users, providing that the Millennium web server is configured to allow such external access. It is this capability that is used from within the standard web client to allow the user to select and send a link to a specified document either within the storage room or search results view.