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July 1998

Would You Like Images with that Software?

Adding imaging to a business application is as easy as ordering wine with your meal. (Maybe easier, depending on the wine list.) Here's the latest crop of image enablers.

by Penny Lunt

For those looking for solutions rather than technologies, image enabling is an answer. Rather than buying an imaging system and then figuring out how your other applications will work with it, image enablers let you add imaging features to applications you already use. They snap into your existing software like one Lego block to another with very little integration work. Without leaving the business application -- whether it's accounting, financial, human resources, customer service or something else -- you can call up the images behind the numbers and transactions.

Whether you use Windows, DOS or mainframe programs, there are image enablers out there that will work with them. Some provide imaging on top of groupware, email or document management products. Others blend in with any line-of-business application, including home-grown software.

To image-enable mainframe and DOS applications, these products typically read customer account numbers or other codes off screens (this is also known as screen scraping). The numbers are linked to images indexed in a database.

To image-enable Windows applications, they generally use OLE or ActiveX controls to link images to the existing application.

AccuSoft (Westborough, MA 508-898-2770) offers a Java-based document publishing product called NetVue. It's an out-of-the-box image enabler that allows query, retrieval, viewing and navigation of document images over the Web.

A version of the product, NetVue for Docs Open, image-enables PC Docs' Docs Open document management system. When the server component is installed, it automatically finds the PC Docs database and associates all the indexing fields, security access control and user preferences for the PC Docs database. All the installer needs to do is create an HTML page that has the viewer component on it. Users point their browsers to that page and they're in business.

Accessed through a browser, NetVue pops up a query dialog box that looks almost identical to the one in PC Docs. Queries are answered with options based on the indexing in their PC Docs database. NetVue processes the query and sends back a list of all the documents that match the query. Users can then select any number of files off the list, launch the viewer and navigate the documents with thumbnails, zooming options and other viewing capabilities.

AccuSoft is working on image enabling other document management systems as well. The standard version NetVue can be connected to any existing database through ODBC connections. The product has a programmable API in which individual options can be turned on or off.

Aside from imaging, NetVue gives your applications all the benefits of the Internet. You can bring on new users without having to install software at each workstation. You can use lower-cost clients. You can upgrade or add a new feature at the server and instantly give everybody access to the new functions.

"Within two years, the concept of a local area network will completely disappear and all servers will be Web servers," predicts Scott Warner, president of AccuSoft.

NetVue Version 2, released in June, is priced at $4,995 for a server, a Java-based or ActiveX-based client, documentation and a five-concurrent-user license. Additional licenses start at $294 per concurrent user.

This product doesn't handle the capture side of imaging. It assumes you already have a capture and storage mechanism in place. AccuSoft also sells an imaging toolkit, ImageGear, which lets you build a viewing, capture or storage and retrieval application from scratch. It comes in two interfaces. The DLL version is targeted at C or C++ programmers. Visual Basic, Power Builder, Access and Delphi developers choose the ActiveX version of NetVue.

The company also makes ImageGear for Document Imaging, a viewer that AccuSoft will customize for specific uses.

ByteQuest (Ottawa, Ontario 613-728-5977) offers folder management as well as imaging in their 32-bit ByteQuest image-enabling product. Many image-enabling products give applications access to images and text documents that aren't physically stored in the document management system. But Bassam Zarkout, director of products, says that ByteQuest's folder management is more powerful because it lets several different applications access the same sets of documents linked in folders.

"Folder enabling lets you access not only the document you request but the other documents contained in a folder," he says. "There's a well-defined file structure in which all the documents in the organization are represented, whether they're part of a workflow or part of a business application. We provide an integration via an API to these documents and folders from those applications."

An example of where this is useful is a personnel file. Two or more workflows or applications may need documents in the file simultaneously. ByteQuest lets them share. ByteQuest is frequently used to image-enable workflow applications such as Staffware, homegrown business applications, mainframe legacy applications, and Oracle and DB2 databases. Customers usually handle the integration to other programs.

"The fact that you're folder enabling rather than document enabling simplifies the integration work," Zarkout says. "You don't have to worry about linking the screens in your business application to the related documents. A simple call into the folder structure brings you the folder, displays its contents and lets you retrieve any of the documents."

How you image enable the application depends on the application itself. Legacy mainframe applications may let you add a button in the terminal emulation software that has the call to ByteQuest behind it. In other applications, the call may be written in with Visual Basic or C++.

ByteQuest provides three methods of document access. One is a search by a profile of document folders and of folders within folders; it's like searching the index at the back of a book. The second is navigation through the filing structure. For example, looking through the personnel area of the file tree; this approach is like looking in the table of contents at the beginning of a book. The third method of accessing a document is to get the business application or workflow to bring the document to you. An API coordinator delivers the documents.

Pricing for this software ranges from a few hundred dollars per seat to over $1,000 per seat.

Feith's (Fort Washington, PA 215-646-8000) Quick Integrator interfaces the Feith Document Database with legacy applications such as accounts payable, accounts receivable, human resources or order entry. The first version of Quick Integrator was for legacy applications that ran at a terminal window. The second version provides quick integration to Windows.

"Quick Integrator lets us index and view documents while running the application we're image enabling," says Don Feith, president. "We give them two function keys: a 'show me the paper' key that's associated with the record they're looking at, and an 'index this' key that lets you index documents based on what you've typed into the legacy application."

A typical application can be found in a university registrar's office. Incoming paper can be scanned in the mailroom into workbins. Later, somebody goes into the workbins, looks at the paper and types information from the paper into the legacy application. They create a record for the image in the database, and when they're done, they press the "index this" button, which indexes the paper they're looking at with the information they just typed into their legacy application. This is good for archiving document images as you process the information manually.

Quick Integrator provides barcode recognition, mark sense and OCR. Some customers use barcodes for clinical laboratory tests. The doctor or clinician fills out a form that has a barcode on it. He or she then takes copies of that barcode and puts them on test tubes. That's what ties them together. When the paper is scanned in, the barcode is automatically read and indexed.

Feith has also developed connector modules that tie the Document Database to such sophisticated applications as SAP, Walker Financials, PeopleSoft and Oracle Financials (Oracle and SAP have certified the connectors).

Quick Integrator is priced at $300 per user, not including server software and professional services.

FileNet (Costa Mesa, CA 714-966-3400) has integrated its Watermark imaging product for NT to more than 100 vertical applications, including legal, insurance claims processing and customer service. The most commonly enabled application is customer service.

"FileNet provides the base technology, says Robert Maynard, director of product marketing for FileNet applications. "We have a base of integrators that we sell our product to, and they build a custom application for a pharmaceutical or accounting company, for example."

Watermark handles front-end capture and image management, including OCR, indexing and storage. Workflow tools let you route documents from a vertical application to Watermark or to another application.

"It integrates nicely with other products because it's built on Microsoft standard programming interfaces," Maynard says. It's also made up of Visual Basic components, so anybody with a little training can customize it. Capture can be handled either with Watermark's standard ad-hoc batch capture or with an integrated high-speed scanning module, such as Kofax's Ascent Capture. A ten-seat configuration of Watermark ranges in price from $10,000 to $150,000, depending on the number of features and the level of sophistication the customer needs.

Whetstone (Orem, UT 801-714-2840) bought Open Image, a NetWare-based file server application, from Eastman Software in August 1996. Whetstone built their own client piece for the server. The resulting image enabling software is called ViewWise. This system works with legacy mainframe applications, Novell's GroupWise product, Lotus Notes and Sybase and Oracle databases. The State of Utah processes all its insurance claims with ViewWise. Other clients include Union Pacific Railroad and JCPenney.

"The premise we use in our image enablement is that email is the best method of pushing imaging to the end user," says Mark Ward, vice president of marketing. "Next to the network operating system, email is the most proliferated platform out there. By using that medium as a way of introducing imaging to users, you overcome the initial shock of education. It's integrated to an interface with which they're already familiar."

The company saves money by using the infrastructure it already has in place rather than installing a new one.

Some vendors say that email isn't a robust enough backbone to handle production imaging and workflow, but Ward counters that email systems can handle tens of thousands of users processing thousands of messages per day.

"They've built the architecture in email systems to readily handle the distribution and maintenance of documents as well as images," Ward says. "That's why you're seeing vendors like Novell build document management into their system."

Ward contends that once companies like Novell figure out how to connect their document management to a relational database, they'll be able to compete with the likes of PC Docs, Documentum and Domino.doc with enterprise-wide document management based on email.

Novell GroupWise ships with a basic desktop imaging client. It's a Visioneer PaperPort-style TWAIN scanning system with a simple document management product. Whetstone provides a connector so that if organizations want production imaging, they can buy the ViewWise server piece. They can then access tens, hundreds of thousands or millions of documents through the GroupWise system. The movement of high volumes of images doesn't tax GroupWise because they're passed through to the ViewWise system, which is designed to handle that load.

ViewWise captures document images with TWAIN, ISIS or Kofax-based high-speed scanning. It assigns keywords to the images. It OCRs and ICRs the text with its own engines and uses a full-text indexing scheme for search and retrieval.

The system costs $1,495 per concurrent user. (If a company buys 200 concurrent seats, they could run it on 2,000 workstations, but only 200 people could use it at the same time.)

Whetstone is working on image enabling Microsoft Exchange, Lotus Notes, Internet Explorer, Netscape Communicator and other products. They're committed to serving the 70 million NetWare users out there as well.

These are just some of the image enablers out there. As you investigate these and others that you come across, look for a solution that will blend in smoothly with your other software, that will handle the volumes and speeds you need and that will grow with you as your imaging needs get broader or more intense.

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