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
Event Trigger
SharePoint Integration with MFP Panel
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.
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
Fleet Support Group
UKs 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 through on arrival
Automating 120,000 Invoices per year
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 those legacy systems.
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
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 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 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 & Microsoft SharePoint
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 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 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
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.
Uploader
Uploads a document. Unlike the Add Item because this node only supports
document libraries, not lists, and doesnt 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 when
event raised
This meta data may have been added from KC Graphically Change processAgile process change Use KTA to orchestrate communications with other
applications 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 organizations 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 contact: Phong Chu Principal Enablement Manager Phone: 949 783 1296 Email: [email protected]
