Integrating Kofax and Microsoft SharePoint

Phong Chu Principal Enablement Manager Phong.chu@kofax.com

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: phong.chu@Kofax.com