Perceptive Content / ImageNow 7.3

Hyland released Perceptive Content (ImageNow) 7.3 and Perceptive Experience Content Apps 3.0 in July 2019. In this webinar, RPI Consultants offers a full review of these releases, including new features, functionality, and enhancements.

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Transcript

Daniel Jenab:

Hello everyone. Welcome to another one of RPI’s Webinar Wednesdays. Today, the topic is the much-anticipated release of Perceptive Content, formally known as ImageNow, 7.3, and the release of Perceptive Experience Content apps version 3.0, as well as why you may consider upgrading soon.

Before we get started, we do want to feature a few more upcoming webinars in our new live workshop series. Join John Marney, RPI’s Manager of Solution Delivery for the Content and Process Automation practice, on Friday, July 19th at 2 p.m. central for our first Live Workshop. John will be providing a short demonstration of ImageNow workflow, and the rest of the session will be open to QA and free advice.

Then, in August we will have a special Kofax RPA, or Robotic Process Automation, series of webinars, which include Bryant Bell, Director for Product Marketing at Kofax. First, we’ll be talking about Kofax RPA for accounts payable, then a best practice tips and tricks for Kofax RPA, formerly known as Kapow.

Just a brief about me. My name is Daniel Jenab. I’m a Project Coordinator here at RPI consultants. Just a bit about myself. I received my Master’s Degree in Communications Management from the George Washington University. I am certified as a Kofax Technical Solutions Specialist in Kofax TotalAgility, and I’m the defacto office personal trainer and nutritionist, because remember, a personal health check is just as important as a solution health check.

Quinn Huntsman:

My turn. Hello everyone. My name is Quinn Huntsman. I’m a Business Analyst on the CPA team here in Kansas City, Missouri. A little bit about myself. I have a background in web development, and I’ve worked on successful upgrade and enhancement projects for Perceptive Content and related products. Additionally, I am certified solution specialist for Kofax’s Robotic Process Automation product.

A fun fact about me. I’m the biggest Queen fan at RPI.

Daniel Jenab:

You know, Quinn, I’ve always been wondering, what actually is your favorite Queen song?

Quinn Huntsman:

Bohemian Rhapsody, hands down.

Daniel Jenab:

You work with a guy for nine months and learn something new every day.

On the agenda for today’s webinar, first up is a brief about me session for RPI Consultants. Who we are, and what we do. Second, we’ll get into the What’s New in Perceptive Content, version 7.3. Next, Quinn will discuss the new release of Perceptive Experience Content Apps 3.0. After that, I’ll be discussing some helpful steps for planning your next upgrade, and why you should pick RPI Consultants to help you upgrade. Finally, we’ll have our summary and questions wrap up session to conclude the webinar.

A little bit about RPI Consultants. RPI Consultants is a full-service professional services provider and software reseller for the industry’s leading enterprise content management and business process automation technologies, including Infor Lawson, Kofax, and Hyland Software.

Here at RPI, we have over 100 full time employees, including technical and solution architects, and project managers who are ready to take your business to the next level. We are based out of Baltimore, Maryland, however we have offices in Tampa, Florida and Kansas City, Missouri. Quinn and I are presenting from Kansas City today.

Some technical and professional services that we at RPI offer include technical, strategy and architecture, new installations, upgrades, and migrations, process analysis, system design and implementation, managed services and staff augmentation, and project and change management.

We are a Hyland Authorized Solution provider, and just a few of the Hyland specific solutions and licenses we provide include Perceptive Content, formerly ImageNow, Enterprise Search, Brainware by Hyland, which was formerly Perceptive Intelligent Capture, or PIC, as well as OnBase by Hyland. Additionally, our industry and solution expertise is uniquely broad, with successful projects occurring in accounts payable and financial process automation, human resources and human capital management, or HCM, student transcripts and applications, and healthcare and manufacturing higher education, public services and government, and more.

Quinn Huntsman:

What’s new in Perceptive Content 7.3? First, we’ve got some new compatibility options for the server itself, some new Business Insight modifications, including a new report, and several exciting updates to the Perceptive Experience Content Apps product line. Let’s go ahead and get into that.

First off, we got some system enhancements. Perceptive Content now supports Windows Server 2019, as well as 64-bit based Linux operating systems. Next, we’ve got native ODBC driver support now, so this means that you’ll get all of the latest security updates and patches for those drivers without having to install a new version of Perceptive. Outside of that, we’ve got support for TLS 1.2, which means that things like iScripts, Business Insight, and content server communication in general come a little bit more secure.

The most exciting update, in my opinion, is the updates to Integration Server API, so with that, and we’ll get more into it, but, it’s now exposing user privileges to be worked with in other applications that communicate back to content. For the content client itself, there’s a small change in the installer, so it no longer comes bundled with the Java access bridge, so if you are using Java learn mode integrations or something to that effect, you will need to preinstall that.

Moving on to Business Insight, we got a couple new support options in general product enhancements. First, Business Insight now supports Oracle 12CR2, and TLS 1.2 as I mentioned earlier, as well as there are some minor updates and enhancements to the existing Business Insight reports. There’s also a new report that allows you to list the OSM object extensions in your Perceptive environment. This might be useful for determining why your OSMs are excessively large or just giving you a better idea of what kind of files you’re storing to begin with.

For the exciting part, there’s a bunch of updates to Perceptive Experience Content Apps, version 3.0, such as Capture, Workflow, and Tasks. Almost every app’s gotten updated, and there’s a new app called Folders, so let’s go ahead and get to that.

First, let’s go over the overall system enhancements once again, and then we’ll go on to the individual app updates. Content Apps is able to now leverage user privileges, so that means that it can dynamically present the user interface based on a user’s privileges, so if for example, if a user can’t see a certain toolbar action in the thick client, they won’t be able to see that in experience as well. Other than that, we’ve got a refreshed jQuery library for eForms, and some other UI enhancements, such as an improved breadcrumb navigation that allows you to move throughout the application a lot easier. A shared toolbar that I believe the idea there was that since the Folders app came out, it’s time to unify that, clean it up a bit, and that kind of changes based on the context of where you are in the application. There is some configuration and customization available for that toolbar with in the config.json file.

For the individual apps themselves, for Capture, we have the ability now to capture multiple documents in a single scan session. An important note here is that this setting is not enabled by default. You need to go into that config.json file and enable it there. Outside of that, there’s a new image processing filter called auto rotation, that allows you to correct the orientation of scanned or imported images when they come in.

For the new app Folders, what Folders allows you to do is group documents and folders together, view related documents’ folders, and view MiFi folder properties. Outside of that, you can perform workflow and task actions on folders in Experience now.

Here we’ve got a couple important updates regarding timeline for end of life for previous versions of Perceptive Content. With version 7.1.5, limited support is going to start August of this year. For 7.2.2, limited support will start in May of next year, and then for 7.2.3, it will start in August 2021. Now, the actual end of service date for each of these versions will be a year after the limited support starting date.

A couple of other important notes here. There’s not an incremental upgrade script for the database for the release of 7.3. it would still use that same 7.2.3 schema using the previous version, as well as the WebNow is no longer supported after 7.3, so that’s a great reason to upgrade right there.

Daniel Jenab:

If at this point in the webinar you’re thinking Perceptive Content 7.3 and Content Apps 3.0 sounds amazing, sounds great for our business. Well, this is the section for you. Here, we’ll discuss some need-to-know topics about upgrading and how you can best prepare your business for an upgrade.

For those of you on the fence about whether the jump to 7.3 from your current solution makes sense, we have a list of reasons why you should upgrade. You should upgrade if you have a version of Perceptive Content older than 7.1.5. If you are an active user of Perceptive Experience Apps. If your organization uses WebNow, or have plans have plans on upgrading Perceptive Content in the future, because as Quinn talked about, WebNow will be no longer supported after version 7.3. If your organization is a heavy utilizer of privileges within Perceptive Content, or if you’re planning on continuing with Perceptive Content after 7.3.

Quinn Huntsman:

Here we’ve got a few helpful tips for preparing for an upgrade. These things help you, they help us. For instance, one thing you can do is remove redundant and unused workflows. Perhaps you had a test workflow that you’re no longer testing with, it’s always good to clean those up. Can give you small boosts in performance throughout the system.

Next, it’s important to perform regular database maintenance. This can assist our consultants in setting up your pre-production environment, because we’ll have a fresh copy, ideally, of your database backup that we can use for that stand-up. Outside of that, it’s always good to run retention policies to remove unnecessary OSMs and clean things up like that, as well as the last two kind of tie together, which is cleaning up log files in your archive directory, as well as reviewing and maintaining iScripts.

Daniel Jenab:

I may be a bit biased here, but I’m of the opinion that you should upgrade with RPI consultants, and plenty of satisfied clients agree. RPI has industry renowned Perceptive Content upgrade and integration experts. We have successfully integrated Perceptive Content with software such as Brainware by Hyland, Infor Lawson, RPI’s own proprietary Yoga platform, and a variety of Kofax products. We have broad industry experience with successful upgrades performed for higher education, healthcare, manufacturing, construction, government, utilities, and public services, and a whole host of other clients. We have experienced technical and solution architects ready to optimize your current and future business processes, along with a dedicated PMO, ready to help manage the project from project start to successful project close.

Additionally, we have already kicked off our first 7.3 upgrades.

Daniel Jenab:

Here’s a sample case study of a satisfied client, Western Michigan University. They are a higher education client. The RPI project team included myself as the project coordinator, Adam Kinney as our senior c