ArchivPLUS the secure archiving solution for E-Post Business customers. Jörg Eckhard Vertriebsleiter DMSFACTORY GmbH

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2 ArchivPLUS the secure archiving solution for E-Post Business customers Jörg Eckhard Vertriebsleiter DMSFACTORY GmbH

3 Overview E-POST ArchivPlus, the ECM Solution of Deutsche POST Requirements and timetables DMSFACTORY Web-AdminClient for Saperion ECM DMSFACTORY Store for Saperion ECM Summary and Questions

4 Starting Point Deutsche Post offers a variety of E- Post business products under the name E-Post these are E-POSTBRIEF E-POSTBUSINESS BOX E-POSTMAILER E-POSTZAHLUNG.. Generating value added services for users of their BUSINESS BOX

5 What is the E-POSTBUSINESS BOX It takes over the following activities in creating the company mail Printing Enveloping Stamping Mailing

6 Target Building a cloud-based archive solution E-POST ArchivPlus for E-POST corporate customers The most important criteria Multi-client capability Flexible licensing model Security Easy handling Rapid availability Direct usability for E-POSTBUSINESS BOX customers Access via web browser anywhere and at any time

7 Current situation Shipping your mail with a mouse click Processing by the Deutsche Post AG Delivery electronic Delivery Customer with the installed If necessary, address enrichment postal delivery electronic delivery via E-POSTBRIEF Postal delivery by postman Customer

8 Target Shipping your mail with a mouse click Processing by the Deutsche Post AG Delivery electronic Delivery Customer with the installed If necessary, address enrichment postal delivery electronic delivery via E-POSTBRIEF Automatic Archiving Postal delivery by postman Web-Browser Customer

9 Timetable Juli Okt Provider selection Manufacturers presentations Decision for Saperion ECM Suite and DMSFACTORY as integration partner Jan. Mai 2014 Installation and implementation of the Saperion ECM Suite Development and testing Special requirements for self-management Sept. Nov Developement of the Web-AdminClient by DMSFACTORY Excessive safety tests (3rd party penetration test) Implementing of the 1st stage of ArchivPlus Jan Sep Expansion of the project to the archiving of s Development of the Store by DMSFACTORY Expected start-up of 2nd stage of Archiv Plus

10 E-POST ArchivPLUS: Targets 1st Stage Automatic archiving and indexing of all outgoing documents sent by the E-POST BUSINESS BOX Automatic organization of the archived documents Full text search and a central overview of all available documents Upload function for own documents which were not sent by the E-POST BUSINESS BOX Download and print archived documents Fault-tolerant ECM platform Web based user administration as selfservice for the customer (Web-Admin tool by DMSFACTORY) Legislative compliant document management

11 E-POST ArchivPLUS: Targets 1. Stage Automatic archiving and indexing of all outgoing documents sent by the E-POST BUSINESS BOX Automatic organization of the archived documents Full text search and a central overview of all available documents Upload function for own documents which were not sent by the E-POST BUSINESS BOX Download and print archived documents Fault-tolerant ECM platform Web based user administration as selfservice for the customer (Web-Admin tool by DMSFACTORY) Legislative compliant document management

12 DMSFACTORY Web-Adminclient System Architecture

13 DMSFACTORY Web-Adminclient Log In

14 DMSFACTORY Web-Adminclient User Administration Create, edit, delete or disable users Define group membership Manage passwords Find users

15 DMSFACTORY Web-Adminclient Group Administration Creating groups Assigning Users preconfigured profiles read read/write Full access Search, delete and edit groups

16 DMSFACTORY Web-Adminclient Accesslists Add, edit and delete accesslists (ACL s ) Individual allocation of rights for users and groups to access a accesslist

17 DMSFACTORY Web-Adminclient Accesslists Add, edit and delete accesslists (ACL s ) Individual allocation of rights for users and groups to access a accesslist

18 DMSFACTORY Web-Adminclient Accesslists Add, edit and delete accesslists (ACL s ) Individual allocation of rights for users and groups to access a accesslist

19 2nd Stage in Q3/2015 archiving and access direct via Outlook with the Store by DMSFACTORY Standard Plug-in for MS Office: Easy installation by the user Communication with the central web service via HTTPS without special configuration Creating -archives from Outlook: ArchivPLUS is using Outlook as frontend Search and indexing via Outlook and Web Client

20 Target Shipping your mail with a mouse click Processing by the Deutsche Post AG Delivery Customer with the installed Outlook electronic Delivery If necessary, address enrichment postal delivery Automatic Archiving electronic delivery via E-POSTBRIEF Postal delivery by postman Web-Browser Customer

21 What is Store? System architecture Client Outlook Professional 2010/ 2013 AddIn Tomcat- Server EndPoint Server (REST, JSON, TLS) SAPERION Classic Connector Server SAPERION JavaCoreServer

22 What is Store?

23 DMSFACTORY Store Store Archiving Relieved Exchange Server Alternative to PST Archiving Management = document Context related archiving by user Building records and integration in business processes

24 DMSFACTORY Store Example Existing archive Kundenakte in Saperion ECM system

25 DMSFACTORY Store Example Creating a folder structure in Outlook

26 DMSFACTORY Store Example Connect the folder structure with the Saperion archive In this example with the archive Kundenakte

27 The index values are inherited in subfolders in Outlook DMSFACTORY Store Example Now the Index values for the outlook folder Kundenakte are set The index values are inherited to the subfolders in Outlook

28 DMSFACTORY Store Example Conversion of body and attachments can be preset

29 DMSFACTORY Store Example Outlook folders are now connected to the Saperion archive Simply select s using drag and drop and drag it to the desired folder

30 DMSFACTORY Store Example All pre-assigned index values that already set Simply fill in the missing index values By pushing the button, all s are now archived in the Saperion archive Kundenakte

31 DMSFACTORY Store Search Search with the Saperion Client All conversions are done The original.msg file is archived too (optional)

32 DMSFACTORY Store Search Direct search in Outlook Store offers a window to Saperion ECM All search variations of SAPERION are now available within Outlook

33 DMSFACTORY Store Search s can be opened in the usual way

34 DMSFACTORY Store personal archive The same procedure There is no more reason for unsecured PST files

35 Summary With ArchivPlus the Deutsche Post provides a secure, multi-tenancy ECM solution in the Cloud The solution can be provided to customers within one day The user setup will be done from the E-Post customer itself Automatic archiving for every outgoing document Easy and intuitive management Incoming documents can be uploaded

36 Questions? Jörg Eckhard Vertriebsleiter DMSFACTORY GmbH