Version History of File360 (formerly KoVis)

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FILE360, V5.1 (formerly KoVIS)

Released August 2007

Features of Version 5.1 include

File360 (formerly KoVIS) Support Statement -The generally available version of File360 is 5.1. Actively supported versions include 4.1.3, 5.0, and 5.1.

Full Text Indexing and Search

With a licensed Full Text Module, the Administrator has the ability to enable/disable full text support for individual applications.  When enabled in both File360 and the DBMS, a full text index is built for each document data record entered.

Keyfile File Cabinet Connector

With the new Keyfile File Cabinet Connector Module, Keyfile customers can migrate defined cabinets to applications without enduring a large conversion period.

API and Web Services Enhancements

API Enhancements
To further improve the performance of the COM APIs, changes were made to the way document and field properties are set
and to the XML document creation process.(PN5315)
New Web Service Methods
  • RetrieveSoftFormPath()
  • RenderAscii()
  • Get AsciiDoc()
  • DownloadAsciiDoc()
  • GetStorageServerStatusDetail()
  • GetStorageServerStatusSummary()

Logging and Tracking Enhancements

Document version, page count, and master id were added to LOG4, LOG5, LOG7, LOG8 and LOG9. The FOLDERNAME field was updated to 255 characters in LOG4 and LOG 10. FOLDERNAME was added to LOG

 KoVIS V5.0
March 17, 2006

Product Enhancements

Document Versioning

With version 5.0, KoVIS offers document version control for scanned
documents. When a page in a source document is added, deleted, or
changed, a new version of the document is created while preserving the
state of the original document and its related index information.

Advanced Retrieval Templates

Advanced retrieval templates offer new search capabilities by providing the
ability to parenthesize queries for performing complex searches. For
example:

Patient ID = x AND (Journal = a OR Journal = b OR Journal = c)

Enhanced Storage Server

The functionality of the KoVIS Storage Server has been extended to offer
support for ASCII documents and for permanent document deletions. In
addition, the documentation and setup process for the Storage Server has
been enhanced.

Security

.. A user/group attribute is provided that specifies the frequency for
which passwords must be changed.
.. A system level setting is provided specifying the number of
sequential invalid login attempts permitted before the user account is
locked.
.. A new login extension is provided permitting customers to perform
custom user validation steps through the KoVIS login, such as
verifying a user through Active Directory before permitting the KoVIS
login to proceed.
.. A system level setting is provided to disable the print screen button
from within the hit list and retrieval document viewer.

User Interface

Throughout the entire KoVIS application suite, the user interface has been
refreshed providing a rich user experience.

KoVIS Desktop

KoVIS Desktop is a feature for the Microsoft® Windows XP platform offering
a powerful, new approach to data entry for KoVIS. This product feature
enables integration with many applications including email, Microsoft® Office
applications, and desktop scanning applications.

KoVIS Desktop integrates into Windows Explorer offering a new node and an
item on the Windows Desktop. After logging into the KoVIS Desktop, the
user will be presented with a tree view of the KoVIS applications and their
associated data entry templates.

Through KoVIS Desktop, users have the ability to perform drag and drop
indexing. From within any Windows application, users are also able to utilize
the File ‘Save’ or ‘Save As…’ feature to initiate KoVIS data entry.

Finally, KoVIS Desktop offers a feature called Workspace which acts as a
container for documents requiring indexing. A user can drag and drop
documents into this container and later return to this collection for data
entry.

Document Retrieval

.. When viewing a document consisting of a single image file whose
type is not supported by the KoVIS viewer, KoVIS will automatically
launch the application associated with the file type.
.. Within the image viewer, the index field used for the thumbnail
captions is customizable.
.. KoVIS has been enhanced to convert hybrid documents (digital and
microfilm) back to pure microfilm-based documents. This feature will
remove document digital representations that no longer provide
value and allow disk space to be reclaimed.
.. Hit list views can be applied to the field level node when using a
custom field hit list configuration.

Data Entry

Document Indexing

.. When indexing a single PDF file through file data entry, KoVIS will
automatically launch the application associated with the extension of
that file.
.. Multiple files can be selected for data entry.

KoVIS In-Basket

This feature is targeted at customers that would like to update the digital
representation of a microfilm based document over time. There are two
potential reasons for this need:

1. The customer initially chose to copy only a portion of the document
to cache. They would now like to expand or retract the page range.
2. The quality of the original document scan was poor thereby requiring
a document rescan to improve the image quality of the digital
document representation.

Product Installation and Upgrade

The KoVIS Client installation has been significantly enhanced to ensure
successful product installation. The 5.0 installer provides for component level
installation that allows the KoVIS Client installation to be fully customized.
The KoVIS Client installer has also been tested for full support of Microsoft
Systems Management Server (SMS) to easily support large scale
deployments.

The KoVIS Server upgrade has been tuned to provide simple and efficient
updates to the software and databases. An administrator can configure the
upgrade process to effectively distribute updates.

API and Web Services Enhancements

Modified COM API Method

The Field.Sortby and Field.SortOrder methods are now available to set the
sort direction and sort order of the fields. This information will be used by
the retrieval operation and controls how the returned data is presented in
the collection.

New COM API Methods

.. RetrieveOne – Retrieves a specific suffix for a specific version of a
document.
.. RetrieveAll – Retrieves all suffixes for a specific version of a
document.

Modified Web Services Methods

.. RetrieveHitList – This method now supports sorting of hit list result
data. The hit list can be sorted by one or more template fields in any
combination of ascending or descending order.

New Web Services Methods

.. DownloadPages – Retrieves image files in the form of DIME
attachments for the specified document pages and returns a
modified Document object in XML format.
.. DownloadPagesToDir – Retrieves image files for the specified
document pages, copies the images files to the specified destination
directory, and returns a modified Document object in XML format.
.. RetrieveByMasterIDEx – Retrieves a specific version of a document.

Platform Support

.. Oracle 10g Support
.. Oracle 8 discontinuance
.. Batch scanning support for Kofax VRS 4.0

 KoVIS 4.1

Important Note: Support for the Windows NT platform discontinued

With the release of KoVIS 4.1, support for the Windows NT platform for any KoVIS version
has been discontinued. Therefore, this platform will no longer be tested for future KoVIS
releases, and defects isolated to this OS will not be corrected.



Implemented Enhancements

Platform Support
Windows 2003 Server support

KoVIS and KoVIS Web 4.1 now fully support Microsoft Windows 2003 Server.

KoVIS Web
Hit List Display of Lookup Table Fields

Fields with an associated lookup table (e.g. document type) are displayable in the hit
list using the short or long forms of the name. This new display option is configurable
through the USER.INI file

Hit List View Support
KoVIS Web now supports the new “Hit List View” feature added with KoVIS 4.0.
Through this feature, customized hit lists can now be presented at a user level.

Friendly Retrieval Template Field Names

Field names for the KoVIS Web retrieval templates are now derived from the
template itself. Previously, raw field names were presented.

Daeja Viewer update to v2.1.6591

System Administration

Storage Server

The Storage Server component allows workstations to be completely secured from
KoVIS digital document archives (caches, jukeboxes, etc.) by providing KoVIS with
the ability to perform retrieval and data entry requests on the behalf of a user. This
new feature will allow workstations to be completely secured from KoVIS document
archives (caches, jukeboxes, etc.). Multiple storage servers may be defined within a
KoVIS system to provide for system scalability. The Storage Server component is
fully functional for all document types except COLD documents.

This component replaces the previous KoVIS Document Server. Document Server
will be included in KoVIS 4.1, but, only to facilitate migration requirements to the
storage server. Document Server will continue to be supported on a “best effort”
basis until COLD documents are fully supported through the Storage Server.


Document Server customers not utilizing COLD documents will be directed to
Storage Server migration.

Features of the Storage Server component:

• Individual storage servers can configured to access specific storage repositories
• Supports load balancing between storage servers accessing the same
repositories
• Allows additional access security to be assigned to the document storage
repositories

Lookup Table Expiration Rules

This is in addition to the system wide document expiration rule that was added in
KoVIS 4.0. This function allows an administrator to define specific expiration rules for
field values defined in a lookup table (e.g. document type).

• Lookup table field assignments will set initial document expirations
• ‘Reset All’ function updates all document expiration dates based on the current
rule for a specific field value
• ‘Set’ function updates all unassigned document expiration dates based on the
current rule for a specific field value
• View expired documents through special hit list
• Document expiration date is template ready

User Exit Program Location Independence

If a custom exit module is not located in the client program directory, the exit will
search the server program directory for the module.

Command Line Invocation for DB Engine and Custom Import
These utilities have been updated such that they can now be started from a
command line that specifies a username and password.

System Integration

Export to G360 emPower (Identitech)

The KoVIS export feature has been expanded to optionally create an MSB file that
can be used to import the KoVIS documents into a g360 emPower (Identitech)
workflow system through QA Import.

Addition of a Custom Import module to support the G360 Scan Manager

This new module will accept batches from the G360 Scan Manager. It provides
configuration for the following options:

• First page delete
• Blank page delete (front or back)
• Convert JPG to TIFF
• Enable / disable batch verification

API Enhancements

Additional Web Service Methods

To expand upon the initial KoVIS 4.0 offering of the basic Web Service methods
(Login, Logout, Get Hitlist, and Get Documents), the following methods have been
added for KoVIS 4.1:

• Get Data Entry templates
• Get Hitlist views
• Get Remarks
• Get Groups
• Get Retrieval templates
• Get Users
• Get RP Requests
• Get KoVIS WSDL

Resolved PNs


PN  Description

PN2694

If a template was created manually as opposed to the default template, the new
template was not available as a choice in DBEngine.

PN4108

After documents from a CD were imported to a cache, there were no images
available.

PN4125

When using an Oracle Database as a Static File for an Application with Data Entry,
the system was returning an error "Cannot load eporcl.dll"

PN4130

KoVIS was trying to access some SQL tables using the SQL KoVIS userid as the
owner (kovis.tablename). Since in fact, dbo was the owner, the call failed.

PN4143

KoVIS v4.0 was not able to find User Exit DLL files unless they were copied to the
Client Bin directory.

PN4148

Callback user exits did not work with retrieval but did with data entry. The error was
"Can't load eporcl.dll,isdb1"

PN4158

KoVIS Web and the KoVIS API did not allow a retrieval template with duplicate
fields to perform correctly.

PN4173

Trying to view a multi-page tiff file through indexing or retrieval was resulting in an
error message. "Page index is not in the range of page count". Only the first page
was displayed.

PN4179

DBEngine would not load data into an application after data fields had been added
to that existing application.

PN4195

KoVIS Web would not retrieve documents with a Master ID greater then 32000.

PN4196

Using KoVIS Web, if a document was retrieved from a CD or similar device where
the file had a read only attribute, the user would get an error when they retrieved
that document a second time during the same session.

PN4198

When documents were logically deleted from the hit list, they seemed to have been
removed. When the hit list was regenerated however, the documents re-appeared.

PN4255

When exporting documents from KoVIS, if the user chose to set the delete flag
after export, all documents in the application table were deleted, not just those
matching the search criteria.

PN4258

If a manually created template was used in Data Entry with documents having
idx.dat files with index data, the index data was put into the wrong index fields.



KoVIS 4.0

Implemented Enhancements

1. KoVIS Web
To better reflect the capabilities, KoVIS Internet Retrieval has been renamed to KoVIS Web.
KoVIS Web continues to converge on feature parity with the PC client while providing this functionality within the context of the browser-based environment.

Inbox

Displays requests for documents submitted through the KoVIS Request Processor.
Internet users can retrieve and view the index data and images of the documents in
processed folder requests.

Password management

Internet users can now manage their KoVIS password if permitted through the OSsecurity settings.

Display of lookup table fields

Fields with an associated lookup table (e.g. document type) are shown on the retrieval
template with both the short and long names (e.g. COR - Correspondence).

Index data modification

Document indexes can now be modified through KoVIS Web if the appropriate KoVIS
permissions have been granted to the user.

File data entry

Document image files can now be data entered directly through KoVIS Web. The initial
offering of this feature supports single file documents.

Document remark view/management

Unformatted remarks can now be added, viewed or deleted through KoVIS Web.

COM API utilization

This is a structural change that not only positions KoVIS Web for future improvements,
but also demonstrates our commitment to expose KoVIS functionality through APIs.

Installer

The KoVIS Web component now offers a full-featured installer, which will greatly simplify
the installation and upgrade process for future releases.

Windows 2003 Server support

KoVIS Web 4.0 now supports Microsoft Windows 2003 Server as a Web Application
Server. The only restriction is that hit lists cannot be generated with thumbnails.

System Administration
Features have been added to ease system administration and deployment, to increase
performance, to provide additional resource control, and to improve system security.

Field level security

Along with function, application, template, and document security, KoVIS can now secure
information at the field level. This will allow an administrator to restrict access to a field
such as salary only to secured users. This security impacts template access, hit list
display, and index data modification.

Application hit list views

After using the KoVIS client to create hit list views (layouts) for specific applications, the
system administrator can assign these views to users and groups. Users that have been
assigned a hit list view will automatically utilize this view if they have not created their
own custom hit list layout.

Group segmentation of license seats

The system administrator can now allocate system license seats to KoVIS groups. This
will permit a department within an enterprise to reserve a minimum number of license
seats specifically for their departmental usage. Any system users can use unallocated
license seats.

Automated KoVIS client update

In order to ease the deployment of KoVIS, the KoVIS client now offers a self-updating
feature. To take advantage of this feature for future releases, the KoVIS administrator will
simply upgrade the KoVIS server. The KoVIS client users will be automatically prompted
to update upon logon.

Client side binaries

The KoVIS client installation now installs the application files directly to the local PC. This
enhancement to the KoVIS client will significantly boost system performance.

Microsoft server clustering support

KoVIS is now supported in a Microsoft server-clustered configuration. This allows KoVIS
to take advantage of the resource sharing and redundancy of a Microsoft server clustered
environment.

3. Document Management
KoVIS now offers functionality for page level document management. Access to the following features is controlled through KoVIS security.

Document page delete

Users can delete pages within a document.

Add document pages

Users can add pages within a document.

Intra-document page move

Users can move pages within a document.

Inter-document page move Users can move pages between documents.

Users can export a range of pages from a document.

Change index data

The previously available “Change Index Data” feature has been extended such that
multiple hit list records may now be selected for update. This feature extension provides new mass update ability, which increases user productivity.

Document retention/expiration

Permits an administrator to define a system document retention/expiration rule. When
documents mature to the expiration rule, they can be retrieved and deleted.

4. Ease of Use
The following features have been added to KoVIS to provide an improved user experience.

Retrieval – clear all fields

The KoVIS retrieval template now provides a feature that will clear all template fields and
reset all logical operands and selection boxes.

Application sort

Wherever applications are displayed (retrieval, inbox, data entry, etc), they will now be
shown in alphabetic order. Previous versions displayed applications in order of creation.

Startup hourglass

Upon logon, an hourglass will be presented to the user during the startup process.

Improved – “Cannot write to DB” messages

More extensive error messaging is included within the DB Engine module.

Export and import of application definition

Application administration will now allow an administrator to export a KoVIS application
definition. The resulting XML export can be imported into another KoVIS system. The
import process will automatically create the application and application fields. This feature
provides for the simple transfer of KoVIS application definitions from one KoVIS system
to another.

Support for multiple Kodak DAW/i9600/i4800 devices

KoVIS can now support multiple Kodak DAW/i9600/i4800 devices within a single KoVIS
system.

Overwrite message for demo software

When upgrading a KoVIS demo system, the install program will now allow the installer to
choose if the database should be overwritten or preserved.

5. API Enhancements
A customer created program can now control administration functions through the Administrative
APIs. In addition, the Retrieval APIs have been enhanced, a new Retrieval Web Service is offered, and the API logon performance has improved by at least 50%.

Admin API

A set of COM based API methods have been created that expose KoVIS user and group
management functionality. The usage of these Administrative APIs is limited to users
that have administrative rights. These APIs offer the following abilities:
.. User management
.. Group management
.. User to ‘hit list view’ assignment
.. Group to ‘hit list view’ assignment
.. User to group assignment

• User password management
Retrieval API

• The COM based Retrieval API has been enhanced to provide user request
information. This new interface has been used to provide the ‘Inbox’ feature for
KoVIS Web.
• Functionality has been exposed though the COM APIs that provide for document
thumbnail creation.
Web Services

Retrieval Web Services have been added for easy and more flexible integration of Web
applications. KoVIS Web Services take advantage of XML and SOAP technology.

6. Storage
Through the addition of EMC Centera support and the new KoVIS Storage Server, the robustness
of the KoVIS document handling has evolved to a new level.

Centera device support

KoVIS now supports document storage and retrieval to an EMC Centera device. This is a
sophisticated integration using the Centera low level API. Through KoVIS device
administration, an administrator can define an EMC Centera device (or cluster) as a
KoVIS storage device. Once an EMC Centera device is established within the KoVIS
system, document cache scan be migrated to the Centera device. Document retrieval
through the Centera device will be transparent to the end user.

Storage Server

KoVIS 4.0 offers the Initial Availability of the Storage Server. This feature will be distributed in a controlled manner to interested customers. The Storage Server will allow
a server agent (storage server) to perform retrieval and data entry requests on the behalf
of a user. This new feature will allow workstations to be completely secured from KoVIS
document archives (caches, jukeboxes, etc). Multiple Storage Servers may be defined
within a KoVIS system to provide for system scalability.

Key Flow Integration
KoVIS and Key Flow have been integrated to provide a powerful imaging and workflow solution.

Key Flow 7.1 Integration

The integration is accomplished through a new KoVIS data entry template user exit. This
user exit is controlled by an XML parameter file that allows for the definition of business
rules for starting a flow. This flexible integration allows image links and metadata to be
passed to the workflow

Resolved PNs

PN Description
PN3775 If a user was given permission to an application, archive, or template, but that
modification was cancelled, KoVIS Admin crashed.
PN3805 If the DAW List File program was started, stopped and then started again, duplicate
entries were put into the list file.
PN3824 With data entering microfilm documents, KoVIS was not returning to the correct
frame after a logout & login.
PN3867 When the "Check CD./.Cache" button and then a network CD device were selected,
Device Administrator was hanging.
PN3902 When importing documents with suffix records or running Database Engine on
batches with suffix records, the Master ID put into the suffix records was incorrect.
Suffix records should all have had the same Master ID as the 0 suffix record. This affected updates of records with suffixes when using the COM API
PN3935 If multiple DAW transfer files were selected in the DAW Update module, a sharing
violation error occurred when processing the second transfer file. Subsequent
transfer files were not processed.
PN3962 After using change data functionality to update a document in the hit list, the hit list
entry for the document was not correctly updated. This happened when using suffix
functionality.
PN3963 After using change data functionality to update a document in the hit list, the LOG5
table contained incorrect data. This happened when using suffix functionality. The
application and archive were missing.
PN3971 When returning to the hit list after using Change Data functionality, the original
selected document had a remarks icon next to it, and all of its index fields were
gone.
PN4003 Change data failed when trying to update a suffix document originally created
through the hit list.
PN4011 When importing an external folder that was created from a CD and choosing Indexes
Only, the system crashed.
PN4017 When importing an external folder and choosing Indexes and Documents, the
documents were copied to cache, but the indexes were not written to the database.

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