Rio Feature Matrix

A Total Solution Designed for Enterprise Deployment

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Often, ECM solutions are seen as departmental, rather than enterprise. An ECM solution may offer central control of information, but often isn’t flexible enough to accommodate the needs of different departments.

With the Rio system, administrators benefit from central control over security, content and system administration, while departments have the flexibility to customize their systems to fit different filing systems and workflow needs.

The core Laserfiche strengths of simplified administration and management, strong content management properties, DoD 5015.2-certified records management functionality and document imaging are united in the Rio system—providing a solution that meets enterprise needs, but is quickly accepted at the departmental or local level.

Rio Feature Matrix Quicklinks:

Content Management

Workflow

  • Workflow Designer
    Create workflows by simply flowcharting your business processes.
  • Built-In Activities
    Use built-in activities to build workflows quickly.
  • Extensible Rules
    Support for scripting C# and VB.NET using a built-in editor.
  • Windows Workflow Foundation (WWF)
    Share information with a wide variety of other applications. Laserfiche Workflow builds on the capabilities of WWF. Export your Laserfiche workflows as WWF workflow definitions; use Visual Studio .NET to incorporate them into your own WWF workflows.

Windows/Office/SharePoint Interoperability

  • MS Office
    Send documents directly to Laserfiche from Office applications.
  • Outlook E-mail
    Archive e-mail from Outlook and automatically extract message properties as metadata.
  • Web Folders
    Expose the Laserfiche folder structure through Windows Explorer for simple drag/drop and browsing.
  • SharePoint
    Web Part, Records Center and Search integration adds document imaging and records management to SharePoint out of the box.
  • WebDAV
    Access your Laserfiche documents through Web Folders and other WebDAV extensions.

Advanced Search

  • Property/Metadata Search
    Search on a single property or a combination, including metadata, location, file type, relationship, etc.
  • Search Toolbar
    Automatically perform the most commonly used searches (text, field, annotation and name) from a Google-style toolbar search.
  • Full Text Search
    Search the contents of the entire repository (imaged and electronic documents) for a specific word or phrase. Boolean type searches (and, or, not and within) are supported as well.

Security

  • Single Sign-On
    Authenticate with a Windows domain account in Active Directory.
  • Permission Inheritance
    Configure access through Windows group membership. Create authorization rules supporting inheritance and order of precedence.
  • Access Control Lists
    Secure documents through access control lists, security tags and privileges.
  • Role-Based Authorization
  • Privilege Delegation
  • Security Watermarks
    Mandatory watermarks for printed documents.
  • Secure Deletions
    DoD 5022.22 M compatible deletion protocols.
  • Secured Recycle Bin
    Documents in recycle bin have original security fully intact.
  • Secure Communication
    Support for SSL for secure communication.

Extensibility/Integration

  • .NET Toolkit
    Create custom Laserfiche integrations with .NET.
  • Code Library
    Jump-start your custom integrations from working examples, with source, which can be used out of the box or extended (Laserfiche Support Site).
  • Extensible Web Interfaces
    Customize Web interfaces, built on ASP.NET.
  • Uniquely Addressable Documents
    Access any Laserfiche document with a unique URL.

Auditing

  • Auditing
    System events fully auditable.
  • Reporting
    Web-based audit reporting available as tables or charts.
  • SQL Reporting Compatible
    Audit reports can be generated with Microsoft SQL Server Reporting Services.

Library Services

  • Check-In/Out
    Check out documents to work on offline. Other users can access read-only versions of documents that have been checked out.
  • Versioning
    Save older revisions when a document has been modified.
  • Linking
    Link documents based on user-defined relationships.
  • Auditing
    Track changes with a built-in auditing solution for security and compliance. View reports through a Web portal. Create custom reports using a .NET library or Microsoft SQL Reporting Services.
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Records Management

Records Classification

  • Hierarchical File Plans
    Classify and store documents according to your existing structure.
  • Record Folder
    Group documents as a unit.
  • DoD 5015.2 Certified
    Comply with DoD records management standards.
  • Import File Plans
    System can create a complete file plan by reading a schedule from Excel.
  • Autofiling
    System can automatically file records in the proper records series, create records folders and set the filing date.
  • E-mail
    Automatic metadata extractions from Outlook. Easily archive e-mails through a drag-and-drop interface.

Records Tracking

  • Records Auditing
    Cutoff, accession and dispositions fully audited.
  • Tracks All Records
    Records management support for electronic and non-electronic records.
  • Lifecycle Management
    Define cutoff criteria, retention, transfers and disposition of documents. Search for records and perform records management activities.
  • Legal Holds
    Freeze records disposition when legal holds are placed.
  • E-mail Reports
    Records management reporting can be combined with content, location and user-specific search criteria and e-mailed to records managers.
  • Alternative Views
    Customized views (independent of records series) provides an intuitive look and feel for each department.

Archiving: Storage and Preservation

  • DVD Archiving
    Store documents and metadata on DVD.
  • Export for Archiving
    Archive data into a briefcase file for storage.
  • Archival Format
    Convert your documents to a vendor-neutral format such as TIFF for long-term storage.
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Document Imaging

Capture

  • Scanning
    Scan from Windows and Web. Supports TWAIN, ISIS, and Kofax.
  • Automated Import
    Monitor UNC addressable locations and import files based on business rules (Import Agent).

Conversion

  • Snapshot Printer
    Convert and store electronic documents as archival images.
  • Image Conversion
    Convert imported images to single-page TIFF files for long-term archival.

Processing

  • Forms Processing
    Identify, separate and process standardized forms.
  • Data Extraction
    Extract data from structured forms with Zone OCR, Bar Code and OMR. Extract data from unstructured documents with Pattern Matching.
  • Data Validation
    Check your data with regular expressions. Retrieve supplemental metadata or perform validation from external data sources.
  • Indexing
    Make image files full-text searchable through OCR. Fuzzy searches locate documents when OCR is inaccurate.
  • ETL
    Extract documents and metadata from one system, translate the data for the schema of another system and load the documents and data based on business rules (Laserfiche Capture Engine).
  • Bates Numbering
    Electronically imprint documents with sequential alphanumeric numbers.

Image Annotation

  • Sticky Notes
    Add searchable notes which are securable as private or protected.
  • Drawing Tools
    Strikethrough, underline, text annotations and freehand markup tools facilitate collaboration.
  • Attachment
    Create compound documents by attaching files to imaged documents.
  • Redaction
    Redact image and associated text to completely withhold sensitive information.
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Administration and Configuration

Deployment

  • Anonymous Web Portal
    Web-based portal for anonymous/public access.
  • Web Client
    Web client supporting Internet Explorer and Firefox.
  • Windows Client
    Support for native Windows client.
  • Unattended Installs
    Support for unattended installs.
  • Accessibility
    Section 508 compliant.

System Administration

  • MMC
    Manage your Laserfiche repositories through a Laserfiche Administration Manager snap-in for Microsoft Management Console (MMC).
  • Event Tracing
    Troubleshoot with Event Tracing for Windows (ETW), supplemented by HTTP logging and real-time "console mode."
  • Windows Event Log
    Monitor health of the system with a Laserfiche errors and warnings reporting system integrated with the Windows Event Log.
  • WMI
    Automate administrative tasks with Windows PowerShell through Laserfiche Windows Management Instrumentation (WMI) or .NET interface.
  • Optical Back-Up
    Burn document datasets on DVD with embedded viewer for archival backup.

Supported Configuration

  • Server OS
    Windows 2003, Windows 2008, Windows 2008 x64.
  • Databases
    MS SQL Server 2003, MS SQL Server 2008, Oracle 10g, Oracle 11g.
  • Web Server
    IIS.
  • Web Browsers
    Internet Explorer 6, Internet Explorer 7, Mozilla Firefox.
  • Client OS
    Windows XP, Windows Vista.
  • Protocols
    HTTP/WebDAV, DCOM, .NET.
  • Clustering
    Support for Active/Passive Failover.
  • Authentication
    Active Directory, Kerberos, Laserfiche Security.
  • Virtualization
    VMWware Infrastructure, VMWare Workstation, VMWare Server, VMWare Fusion.
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