Upgrading to Perceptive Content 7.2.2

Join RPI for this webinar on upgrading to Perceptive Content 7.2.2. Senior Consultants Jeff Jones and Abbey Oliver show notable changes included in the upgrade, and highlight the benefits that you will receive when you upgrade to the latest version of Perceptive Content.

Transcript

Jeff Jones:
Hello, welcome to the RPI Consultants’ summer webinar series. This webinar is upgrading to Perceptive Content 7.2 and what’s new. My name’s Jeff Jones and this is Abbey Oliver and we’ll go ahead and get started.

All right, quick info about RPI. We have been working with Perceptive Software, formerly ImageNow for approximately 16 years. We also have a long history with Kofax as well as recently the Hyland OnBase software.

We have approximately 20 team members in the Perceptive practice and the remainder of the company focuses on the Lawson side and there’s approximately 70 Lawson consultants. We also have offices in Baltimore, Tampa and Kansas City.

Abbey Oliver:
So, just to give you a little background about what we do, we are happy to work with you guys on any custom development, whether that’s eForms or iScripts. We also do workflow designs and that can obviously be anything new or a redesign of your current solution and then Jeff knows, we do a lot of upgrades. Then, as well as health checks, security audits, migrations, and the clinical HL7 solution.

Jeff Jones:
Thanks Abbey. My name is again, Jeff Jones. I am a former Perceptive Software support specialist, many, many years ago. I have approximately 10-years experience with the ImageNow/Perceptive content product suite and areas of administrations port, solutions and, for the past couple of years, I’ve focused primarily on upgrades. I’ve done about 50 or so upgrades, ranging from version 6.4 all the way up to the current version 7.2, as a consultant for RPI Consultants.

Abbey Oliver:
And again, I’m Abbey Oliver, I was also a former solution consultant at Perceptive Software and I have about five years of experience with ImageNow and Perceptive Software, Perceptive Content, I’m sorry. I mainly focus on the custom solution designs and I also implement those as well. My experience kind of ranges in a background of banking, accounts payable, HR and insurance.

Jeff Jones:
Nice. All right. So, while this webinar is specific to upgrading to 7.2, for those of you that may still be on version 6.7, we recommend taking the time to check out our webinars that cover changes starting with 7.1. Those webinars are upgrading from ImageNow to Perceptive Content 7.1. Our webinar that covers Perceptive Content’s developmental security, as well as the INMAC to FCC conversion. These can all be found on the RPI Consultant’s YouTube page.

All right. So, Perceptive Content 7.2 was released in March of this year, it is currently on build 2.95 of the current version. For those of you who have upgraded to 7.1, the look and feel does remain the same, the major differences come in the elimination of some of the products and agents. This is what we’re going to primarily focus on for this webinar. We’ll just discuss those components that were retired.

To start off, we wanted to touch on some of the major changes in version 7, for those of you still on 6.7 or early versions of 7.1, we will discuss these items further in upcoming slides, but it’s important to note, before upgrading to 7.2 that some products do no longer exist. So, there are some changes to the Windows and SQL version support. RabbitMQ was replaced with Message Queuing Agent as of 7.1.4. ERM Server was replaced in 7.1. Full Text Agent and Envoy have been retired for 7.2.

To start off with, Windows and SQL, 7.2 no longer has support for Microsoft SQL Server 2008 R2, it also now does support Microsoft SQL Server 2016, as well as the other versions that you see on the screen there. As far as Windows goes, again, 2008 Windows Server is no longer supported, but Windows Server 2016 is, as well as 2012 and 2012 R2.

Then, Perceptive Content Server and all the agents in version 7.1.4 and higher depend on RabbitMQ and this is primarily for those of you that are, again, still on 6.7. So, RabbitMQ is a third-party message queuing broker that requires Erlang programming language, you must download and install the supported versions of both products prior to upgrading to 7.1.4 or higher. But, it did replace Message Queuing Agent and you will see that in 7.1.5 and 7.2.

Then, the ERM Server, now, this is not a widely-used product, but it’s worth mentioning since it was removed as of version 7.1. If you are currently using ERM, there is not a replacement product for this one, so it would require a custom solution to handle any current processes that you maybe have around this product. So, please reach out to us and we’d be happy to set up some time to sit down, on a call and go over your current implementation. All right, Abbey?

Abbey Oliver:
All right, and to further expand on some of the products that are retired in 7.2, starting with Full Text Agent, it has been replaced. If you are upgrading, you have two different options, the first being Experience Search. Which, if you already have Full Text Agent now, it would be a free license swap if you wanted to move to the Experience Search, but it does require you to install the Experience platform. One limitation with this is that it only does indexes on Perceptive Content itself, nothing outside of Perceptive Content.

The other option is Enterprise Search and this one does require you to buy an additional license. However, Enterprise Search does allow you to look and gather index value for indexes on databases, PDFs, documents, XML data, emails, you name it. This does provide a separate application to run those indexes and is viewable to the users, via their Perceptive Enterprise application.

Also, Envoy was removed in the 7.2 upgrade, it’s replaced with Perceptive SOAPBridge Connector. This connector provides automated integration points with your business applications. So, an example of using this product would be if you wanted to automatically update or create records within your business application.

To expand a little bit more on the SOAPBridge Connector, it supports the use of REST APIs as opposed to Envoy, which used SOAP. With this release, the integration ASQs are actually removed and they’re now replaced with connect ASQs. It’s important to note that with the upgrade, it does not automatically remove those integration queues, so you will have to update or create a new connector for a channel, using the REST triggers.

Speaker 3:
Okay, we’ve had a couple questions, so I want to address them before we move on.

Jeff Jones:
Sure.

Speaker 3:
The first one is, “In 7.2.2, is Server 2008 R2 still supported?”

Jeff Jones:
For Windows Server?

Speaker 3:
Windows Server.

Jeff Jones:
Do not believe 2008 R2 is supported either. If you like, we can send the technical specifications, but I’m pretty sure that it is no longer.

Speaker 3:
Okay, thank you, and another question we have is, “In 7.2, is there an option to do full.” Sorry, the question, Windows release … “Full text search within the full Perceptive Content Client?”

Jeff Jones:
No.

Abbey Oliver:
No.

Speaker 3:
In fact, the ability to do full text search, that exists there right now has been removed?

Jeff Jones:
Yeah, so just to clarify, any full text as an agent or component has been completely removed, it is no more. So, any [inaudible 08:32] content queues or anything like that would have to be converted over.

Abbey Oliver:
Okay, now to expand a little bit more on Perceptive Experience, since it is a newer product introduced in a later version of 7.1. Perceptive Experience is an HTML5 platform that allows you to view and manage your documents in a browser-based or mobile device. It’s an alternative to WebNow and the benefit is that it does not require Java. However, a consideration when upgrading is that Perceptive Experience does require you to use SSL.

Speaker 3:
Okay.

Abbey Oliver:
So, if you are currently utilizing Perceptive Experience or you look to, in the future, with this release, it now provides the option to include URL links and email queues, email alarms, I’m sorry. So, all the user would have to do is just open their email, click that link and it’ll open the document within Perceptive Experience.

Jeff Jones:
Thanks Abbey. All right. So, as you can see, there aren’t a whole lot of components that have been removed, but there are some major ones. Many of you have worked with us directly, or watched some of our other webinars and maybe asking yourself, “Why choose RPI?”

We do have consultants with many years of expertise with Perceptive products, across multiple industries. We take a team-based approach on all of our projects, so what this means is, if you’re coming to us for an upgrade and I’m going to lead that upgrade, I’ll be your primary point of contact, but the whole team is backing me up.

Like I said, going back to that cross-industry expertise, if we run into a hitch, it doesn’t slow us down because we have everybody to back us up. We’re a very-knit team and we pride ourselves on customer service and accountability.

I’m sure you guys hear that a lot, but for those of you that have worked with us, I feel you probably have experienced this, we take great pride in providing the best customer service to our customers and in making sure that, at the end of the project, we’ve met all of our deliverables and you’re satisfied and hopefully, you’re very happy with our performance.

Then, we have some more webinars coming up, so please tune in for those. We’re going to be discussing tasks in Perceptive Content, our in-house RPI’s email service and Kofax KTM Learning Center this afternoon, so definitely check those out. We’d like to go ahead and open up the floor for any other questions at this time.

Speaker 3:
All right, whole lot of questions here.

Jeff Jones:
All right.

Speaker 3:
We have one right now, if anybody has questions, please get them submitted through the GoToWebinar window, there’s a questi