Perfecting Advanced Rendering ADLIB PDF PRODUCT GUIDE

Perfecting Advanced Rendering ADLIB PDF PRODUCT GUIDE

Contents Capability Highlights... 3 How We re Different... 3 Deployment Options... 3 Embedded in Your Software... 3 In Your Department... 4 As a Shared Service... 4 Advanced Rendering in the Cloud... 5 How it works... 6 1. Convert... 6 2. Combine... 7 3. Enhance... 7 Architecture and Enterprise Features... 9 Automated Conversion & Assembly... 9 Content Intelligence... 10 Integration with Business Applications... 10 Enterprise Content Management Connectors... 11 BPM/Workflow Connectors... 12 Product Lifecycle Management Connectors... 12 Management & Reporting... 13 Features Overview... 14 Perfecting Advanced Rendering Page 2

Capability Highlights Adlib PDF delivers Advanced Rendering technology, designed for demanding high-volume environments where accurate, scalable and highly available PDF rendering and assembly services are required to improve business processes and support collaboration, document delivery, compliance and long-term archiving strategies. HOW WE RE DIFFERENT Powered by the industry leading PDF Rendering Engine and intelligent OCR capabilities, Adlib PDF generates the industry s highest fidelity document-to-pdf transformations, which translates to professional quality, searchable PDFs for our customers. Built on a modern architecture, Adlib PDF has been engineered to integrate seamlessly with leading enterprise content management (ECM) systems and corporate repositories, and reliably scale to meet ever-increasing content conversion demands. Adlib PDF provides advanced management capabilities such as centralized health monitoring, reporting, troubleshooting and alerts to enable IT to maintain business continuity. TIFF DWG INPUTS OUTPUTS CONVERT COMBINE ENHANCE Deployment Options Adlib PDF can be deployed in a variety of ways across your organization: EMBEDDED IN YOUR SOFTWARE Designed specifically for OEM Partners, Adlib PDF OEM optimizes its industry-leading PDF rendering engine, enabling independent software vendors (ISV) to rapidly embed document-to- PDF conversion and assembly capabilities into their applications. Flexible licensing options allow vendors to power virtually any system with Adlib s robust rendering engine to deliver high-fidelity PDF conversion and assembly to their customers. Our Perfecting Advanced Rendering Page 3

web services-based platform enables rapid integration to get your solution to market faster, while providing a highly scalable and reliable architecture to meet the needs of your most demanding customers. DWG TIFF ECM BPM ERP PLM etc. INPUTS OUTPUTS IN YOUR DEPARTMENT Adlib PDF is delivered in two editions for your departmental needs: Express and Enterprise. Both editions deliver high-fidelity rendering and OCR capabilities. The Adlib PDF Enterprise edition is optimized for document-intensive processes and integrates with ECM systems like Microsoft SharePoint, OpenText, IBM FileNet, and EMC Documentum, as well as workflow tools like Nintex and K2, plus PLM software such as Dassault Systèmes ENOVIA. Adlib PDF Enterprise is ideal for high-volume environments where accurate, scalable and highly available document-to-pdf conversion and transformation services are required across the enterprise. Adlib PDF Express enables individual departments or single business units where document processing volumes, massive scalability and widespread integration are not key requirements to benefit from high-fidelity, advanced PDF rendering. With Adlib PDF Express, users can convert virtually any content file to PDF, combine multiple documents from a wide variety of sources automatically into a single, high-fidelity PDF and automate the application of enhancements. TIFF CAD INPUTS OUTPUTS TIFF EXPRESS CAD INPUTS LOAD BALANCING, REPORTING & MONITORING ENTERPRISE OUTPUTS FOLDER ECM EMC PLM WF ERP EMAIL AS A SHARED SERVICE Adlib PDF Enterprise can be extended across the organization, providing consistent Advanced Rendering services across multiple departments and content repositories. By lessening the burden on IT, reducing training requirements for end users and minimizing external costs through vendor consolidation, Advanced Rendering improves efficiency across the organization. Perfecting Advanced Rendering Page 4

By extending Advanced Rendering as a Shared Service, corporate consistency across Accounting, Human Resources, Marketing and other departments is ensured while automating compliance requirements for regulated industries such as Life Sciences, Insurance and Banking. In addition, Adlib offers the flexibility large organizations require when planning for business growth and change. DEPARTMENTS REGULATORY PUBLISHING FINANCE LEGAL ENGINEERING HUMAN RESOURCES MARKETING SALES BUSINESS PROCESS Submission Publishing Compliance Reporting ediscovery & Litigation Support Procedures/SOPs & Project Plans Document Processing Content Assembly Sales Proposals & Contracts ENTERPRISE INFORMATION SYSTEMS Business Systems: ERP, Email, PLM, BPA, CRM ECM Systems: IBM FileNet, Microsoft SharePoint, OpenText, EMC Documentum, ADVANCED RENDERING ADVANCED RENDERING IN THE CLOUD Specifically designed to meet the evolving and often unpredictable needs of document management professionals, Adlib s Advanced Rendering in the Cloud provides a cloud-based, project oriented solution ideal for time-sensitive, limited-duration, ad-hoc scenarios requiring rapid scalability and immediate access. Adlib s Advanced Rendering in the Cloud solution can work independently from, or in conjunction with, your existing on-premise Advanced Rendering deployment, giving you the control to make the choices that make sense for your business. Perfecting Advanced Rendering Page 5

How it works Adlib PDF provides the industry s richest set of document-to-pdf transformation capabilities available from a single vendor. It incorporates conversion, assembly and OCR through a robust rendering engine that can rapidly process large volumes of documents, and documents with hundreds of thousands of pages. TIFF DWG TRANSFORM HUNDREDS OF FILE TYPES INPUTS OUTPUTS PDF PDF/A PDF/X DOC DOC/X TIFF JPEG XPS TXT EMAIL HTML CONVERT COMBINE ENHANCE 1. CONVERT documents to PDF. 2. COMBINE multiple file types into a single PDF. 3. ENHANCE PDFs with formatting, stamping, branding and security. 1. CONVERT EXTENSIVE FILE TYPE SUPPORT Adlib accurately converts over 400 popular and legacy file types including scanned images, Microsoft Office, CAD, XML, HTML and more to searchable PDF. Adlib includes native application support for a number of programs, including OpenOffice 4.x. LONG-TERM ARCHIVING Ensure archive-ready documents and content with PDF/A output. PDF FILE SIZE Reduce PDF output sizes by de-duping redundant images and fonts, adjusting image resolution, embedding partial fonts and adjusting the level of compression. The resulting PDF output can be up to 400% smaller resulting in: Reduced storage requirements Optimized PDF s for web Faster downloading Mobile friendly viewing CONTENT TRANSFORMED TO PDF BY ADLIB IS: Secure Accurate Compact Easily Shared Searchable Approvable through Digital Signatures Mobile Friendly Workflow Enabled Customizable Ideal for Long Term Archiving Perfecting Advanced Rendering Page 6

CAD-TO-PDF CONVERSION Share detailed engineering and architectural design drawings through automated CAD-to-PDF transformation: Maintain CAD layer integrity Optimized for accuracy No need for costly CAD authoring and viewing tools Combine CAD with Microsoft Office documents and other file types into a single PDF OPTICAL CHARACTER RECOGNITION (OCR) Bring the text in image files alive with automated image-to-pdf conversion with high accuracy OCR: Speed and Accuracy: Adlib s OCR Engine is rated best-in-class by customers year after year Multilingual Recognition: Adlib recognizes over 115 languages to ensure the highest possible accuracy for global content Compression: Smaller file sizes from original scanned image results in reduced costs for storage and backup overhead COMPRESSION Adlib provides flexible compression options to control and reduce PDF file size. When dealing with large volumes of content, smaller PDF file sizes are preferable to distribute via email or online as they use less bandwidth, and significantly less storage capacity, which saves on space, associated power and cooling, management, backup and data center costs. MRC Compression with Adlib enables dramatic decreases in file size by leveraging Mixed Raster Content compression capability of PDF. No longer will you need to compromise on color, resolution or storage and bandwidth costs. With MRC Compression, images can be stored in full color requiring less disk space than most formats can achieve with only monochrome. 2. COMBINE Assemble multiple documents into one PDF or into several volumes, regardless of file type, complete with bookmarks and table of contents for easy navigation: Merge documents from virtually any ECM system, Microsoft SharePoint or file repository into a single PDF Assemble documents in a predefined order Maintain the integrity of hyperlinks when documents are combined into one PDF 3. ENHANCE Create personalized PDF documents as part of a streamlined business process, complete with watermarks, headers, footers, security, digital signatures and other PDF enhancement. Perfecting Advanced Rendering Page 7

STAMPING By leveraging an intelligent metadata-driven rules engine, the PDF Stamping functionality in Adlib enables the automatic application of a wide range of customization or dynamic branding options to any Adlib-converted PDF: Watermarks dynamic and static can be used to reflect the approval status of the document i.e.: Draft = Approved Headers and/or Footers can be added to include the document pedigree i.e.: Author, department, date, page numbers, etc. NAVIGATION Manually searching through large documents looking for relevant information is inefficient; PDF navigation features such as a table of contents and bookmarks help you quickly locate the information you need. Bookmarks are automatically generated from Microsoft Word based on heading styles and Microsoft Excel worksheets; this enhanced PDF navigation is especially valuable when you combine documents into one PDF. Bookmarks and a table of contents are added on-the-fly as part of a single PDF conversion, or part of a sophisticated business process, thereby streamlining the process and increasing overall business efficiency. DIGITAL SIGNATURES Digital signatures are commonly used in place of physical signatures any time you are required to prove the origin and authenticity of a document such as within a document approval process for a contract, order or case management. With Adlib, document approval processes are streamlined by enabling the replacement of penned signatures with digital signatures, enabling: A fully electronic approval process Document security Document integrity and authenticity Cost reductions associated with paper-based approval (storage, manual signing, shipping contracts, physical archiving) Reduction in paper-based inefficiencies PDF SECURITY The PDF security options enable secure PDF through login and granular access control to define functionality limitations. For sensitive information an open password is set to completely lock files so only people with the appropriate password can access it. For sharing content there is granular control to disable functionality such as: Printing Modifying content Extracting content Controlling PDF settings Perfecting Advanced Rendering Page 8

Architecture and Enterprise Features Adlib PDF delivers an SOA-based architecture for rapid integration with existing applications and IT strategies, while providing the performance and value required by today s business environment. Adlib s enterprise-grade features ensure our document-to-pdf conversion software can handle your high-volume workload, ensuring conversion services are always available. Adlib s enterprise-grade features include: ENTERPRISE-WIDE DEPLOYMENT Deploy as a shared service across multiple enterprise applications, lines of business departments or geographic locations. MASSIVELY SCALABLE Scale easily for added capacity to meet growing conversion and transformation job volumes. HIGHLY AVAILABLE Maintain high reliability and availability with intelligent redundancy to ensure no single point of failure and maximize uptime. INTEGRATION Including EMC Documentum, IBM FileNet, OpenText ECM Suite, Microsoft SharePoint, K2, Nintex and Dassault ENOVIA. PERFORMANCE-ORIENTED LOAD BALANCING Ensure high utilization of Adlib resources for optimal performance. JOB MANAGEMENT Route jobs intelligently to appropriate resources based on resource availability, job priority, and proximity to content. Job monitoring ensures successful job completion. WEB-BASED MANAGEMENT Monitor, report and troubleshoot via web-based management console. Automated Conversion & Assembly RULES ENGINE Adlib includes a comprehensive Rules Engine for configuring metadata-driven document workflows that reliably automate your business processes. Document metadata and pre-defined business rules are used to: Determine the transformation instructions used to process a document, such as: Add PDF enhancements Merge documents in PDF Convert files to PDF for approvals Isolate departmental or line of business processes Assign priorities Perfecting Advanced Rendering Page 9

Content Intelligence Adlib PDF s advanced Optical Character Recognition software coupled with image comparison technology and PDF interpretation techniques allows organizations to turn their corporate content into valuable assets. Organizations can automate the process of rendering text searchable, and then extracting key data for document-centric processes including digital document on-boarding, content extraction and document assessment and classification. In addition, tedious processes including de-duplication, searchability, document comparison and multi-format manipulation can also be automated to enhance overall organizational efficiencies. Integration with Business Applications Adlib PDF integrates with any type of business application, to extend rendering and assembly capabilities into these applications in a way that is completely transparent to the user. Adlib integrates with SharePoint, popular enterprise content management (ECM) applications such as IBM FileNet and OpenText ECM Suite, and PLM systems such as Dassault Systèmes. FOLDER CONNECTOR The Folder Connector is a powerful, yet simple integration method to submit documents for conversion. The Folder Connector watches designated folder(s) for content and automatically initiates jobs for processing, as defined by configuration settings and metadata rules: Easy no-code integration Scalable to support high volumes Central management and reporting of conversion jobs Easy integration with image-based scanners and MFDs for OCR conversion WEB SERVICE INTERFACE The.NET Web Services Interface delivers rapid integration with a high degree of flexibility to connect virtually any system with Adlib. Benefits of the Adlib Web Services Interface include: Rapid integration with business applications Reduces costs associated with manual conversion Perfecting Advanced Rendering Page 10

MICROSOFT EXCHANGE CONNECTOR (PROFESSIONAL SERVICES) Automatically convert email content and attached documents into PDF or PDF/A and route to either a specified folder or, Reply to Sender, Reply All, or Forward to a specific email address. The associated attachments within each email can be configured to be ignored, converted or merged with the body of an email. In addition, the body of the email can also either be included or excluded from the PDF. This enables the automation of Exchange-related processes such as Convert and Merge all email body and attachments from a particular email source. POP/SMTP CONNECTOR Adlib enables organizations to create a new POP/SMTP Connector. This connector allows monitoring of one or more email inboxes and can respond to the senders by transforming the inbound email attachments to PDF or other formats. This is an easy way to provide emailbased transformation services to your end users. ENTERPRISE CONTENT MANAGEMENT CONNECTORS Global 2000 organizations are increasingly using Enterprise Content Management systems to support multiple departments and service every stage of the document lifecycle. Adlib PDF integrates with the leading enterprise content management (ECM) systems, through a combination of OEM relationships, Professional Services custom integration work, and pre-built connectors so that you can focus on delivering Advanced Rendering to your end users and not on minutiae of systems integration. MICROSOFT SHAREPOINT CONNECTOR Extend document-to-pdf services to all users and workflows through seamless integration with SharePoint: No code solution to merge multiple documents into a single PDF Convert images and graphics into searchable PDFs Convert documents from other systems and add them to a SharePoint library Convert documents within an existing business process workflow IBM FILENET CONNECTOR Through Content Navigator and Adlib s integration with IBM FileNet, organizations in a range of industries are able to automatically convert documents within workflows, allowing users to improve information flow through enhanced rendering accuracy, provide support for a wider variety of input and output file types, and transform images and scanned documents into fully text-searchable content with advanced Optical Character Recognition (OCR): Convert documents in FileNet to PDF Add PDF rendering to existing business processes and workflows Convert documents from other systems to PDF and store them in FileNet Perfecting Advanced Rendering Page 11

EMC DOCUMENTUM Extend Advanced Rendering features from Documentum s Document Transformation Services (DTS) and Advanced Document Transformation Services (ADTS) to the rest of your organization: High-fidelity conversion of 400+ file types using the Adlib engine that powered DTS and ADTS. Render content from Documentum D2 Client and leverage Adlib connector for direct D7 integration Monitor jobs via centralized, web-based management console Create thumbnails (JPEG graphical representations of files) or storyboards for easy document recognition from within a number of Documentum UIs such as D2 or CARA BPM/WORKFLOW INTEGRATIONS Extend the PDF rendering and assembly capabilities to business process workflow solutions from K2, Nintex Workflow and Microsoft SharePoint Designer. K2 This workflow application is a comprehensive tool for building applications that automate business processes and streamline operations. With Adlib, K2 can add extended conversion and assembly to business processes such as document approval or inventory tracking workflows for easy distribution and viewing of content. Nintex Workflow Adlib and Nintex have partnered to provide a powerful solution that extends the capabilities of SharePoint. Together, the solution empowers users with an easy way to build complex workflow processes that include the conversion of documents to PDF. Microsoft SharePoint Designer Using Adlib PDF and SharePoint Designer users can rapidly create SharePoint workflows that incorporate PDF rendering and assembly as a step in the business process. PRODUCT LIFECYCLE MANAGEMENT CONNECTORS Integrate Advanced Rendering technology into your PLM system and provide end users with high-fidelity PDF conversion software throughout the entire lifecycle of the product. Dassault Systèmes ENOVIA PLM Adlib s high fidelity content-to-pdf conversion and assembly leverages rendering capabilities of Dassault Systèmes ENOVIA PLM to generate highquality, enhanced and compliant product documentation. Perfecting Advanced Rendering Page 12

Management & Reporting Adlib comes complete with management features designed to monitor and manage jobs, and provide early warning to potential problems. WEB-BASED MANAGEMENT CONSOLE The web-based interface enables administrators to: Centralize control of all processing servers Configure job rules, metadata and system components Define security, output, compression, and navigation MONITORING Adlib PDF constantly monitors the conversion environment to detect issues that can cause job failure and provides early warning notifications so you can take action before events impact the business. REPORTING Adlib provides pre-configured reports to observe data on system load, job success, job volume and job processing times. This data can be used to: Verify that SLA obligations are being met Observe overall system behaviour Share system information with peers and management Determine server utilization for scale or server consolidation projects Understand requirements to meet peak demand periods Anticipate future requirements or potential issues before they affect productivity Can be exported to popular business intelligence tools for deeper insight or data trending The reporting capabilities of Adlib PDF makes sense of the rich volume of statistics captured and stored by Adlib PDF so it is easy to generate and analyze data using standard BI tools. Perfecting Advanced Rendering Page 13

Features Overview CAPABILITY Convert Input Formats Microsoft Office (Word, Excel, PowerPoint, Outlook, InfoPath) 4 Native Application Support Comprehensive File Type Support (over 400 formats) 4 Images to searchable PDF via OCR Full page 4 CAD Files (AutoCAD DWG, Microstation DGN, CATIA, ) Add-on Module MRC Compression Add-on Module OCR Over 115 Languages (including select Asian character sets) 4 Lossless Image Quality 4 Auto-Rotate 4 Output Formats PDF 4 PDF/A (Archiving) list 1, 2 and 3 and conformance levels a, b, and u 4 PDF/A Validation 4 TEXT 4 PDF Info 4 Extended Outputs Module Image (Jpeg, PNG, TIFF) 4 Misc. (HTML, XPS, ZIP) 4 Combine Merge Multiple Documents into a single PDF 4 Insert Table of Contents and Cover Page 4 Intelligent Hyperlink and Bookmark Management 4 Enhance PDF Security 4 PDF Stamping - Watermark, Header, Footer 4 PDF Overlays 4 PDF Optimization (Image & Font de-duplication) 4 Page Numbering 4 PDF Output Compression 4 Page Version Downgrade 4 Intelligent hyperlink management 4 Navigation PDF Bookmarks, Table of Contents 4 Form Fill 4 Metadata and PDF Document Information 4 New Metadata and Custom PDF Document Information 4 Split Documents By Page, Count or File Size Support 4 Microsoft Word Mark-up Handling 4 Custom PDF Bookmarks 4 Custom Hyperlinks 4 Hyperlink Appearance 4 Table of Contents 4 Output Scaling 4 White Space Removal 4 Document Page Stitching 4 Digital Signatures 4 Perfecting Advanced Rendering Page 14

lntegration Folder Connector 4 Web Services Interface 4 Microsoft SharePoint Connector 4 IBM FileNet Connector EMC Documentum Connector Microsoft Exchange Connector BPM/Workflow Integrations: Microsoft SharePoint Designer 4 K2 Nintex Workflow 4 MANAGEMENT Web-based administration console for centralized management 4 Health Monitoring and Troubleshooting 4 System Failure Notification Performance Reporting Fault Tolerance 4 ENTERPRISE ARCHITECTURE Rules Engine for metadata-driven process automation Job Management 4 Scalability (Job and Transformation Capacity) 4 Enterprise Database Integration (SQL Server 2012) High Availability Intelligent Load Balancing 4 *The Microsoft Exchange Connector is optional and requires Adlib Professional Services for implementation. The features in this product guide are valid as of Adlib PDF 5.3. Perfecting Advanced Rendering Page 15

As the global leader in Advanced Rendering, Adlib helps organizations in the Energy, Life Sciences, Insurance and Banking sectors, among others, enhance document-centric processes by unlocking the value in unstructured content. Integrating with key business tools, Adlib s sophisticated data extraction and classification approach enables improved compliance, customer experience, collaboration and the long-term digital preservation of critical business information. For more information, visit www.adlibsoftware.com. Adlib Publishing Systems Inc. General Inquiries info@adlibsoftware.com Sales Support sales@adlibsoftware.com Technical Support support@adlibsoftware.com Phone 905-631-2875 Fax 905-639-3540 Toll Free Sales 1-866-991-1704 Support 1-866-991-1705 (North America Only) Printed in Canada. All rights reserved. 215-3228 South Service Road, Burlington, Ontario Canada L7N 3H8 1.866.991.1704 1.905.631.2875 adlibsoftware.com adlibsoftware.de ADLIB 2015 PRODGUIDE103015