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Newsletter360 + www.global360.com July/August 2008 From the Editors Welcome to the July/August issue of Newsletter360! Even during the dog days of summer, Newsletter360 provides you with the latest news and updates on its many product offerings. This month, we feature articles on the Global 360 Information Outsourcing Services and interesting reading on our Product Terminology. We also announce important new releases. We also feature important news on upcoming releases, new downloads available, our education schedule, and the G360 support portal. Read on! Company News 1 Product News 2 emVision360 2 Support News 3 New Releases 4 emVision360 4 Insight360 7 Upcoming Releases 14 Case360 14 Execute360 22 File360 23 New Patches 24 Supported Products 30 Support Portal News 35 Technical Documents 35 Education News 36 Professional Services 38 CAT and Product Update Calls 39 Newsletter Information 39 Contact Information 41 Company News IOS Enables Efficient and Cost-Effective Management of Business Data Global 360 Information Outsourcing Services (IOS) provides high-volume, highly confidential and secure conversion services to companies with complex paper/film/fiche to digital migration requirements. IOS will collect paper documents, legacy files, or e-documents, convert them into accurate, retrievable information and either host them or deliver them into your BPM solution, business applications, and databases. A 100% audit trail is provided on each file to ensure that each page can be tracked and managed. The following are just a few examples of recent IOS engagements: July/August 2008 page 1 Converted one year’s worth of live onsite patient files for the Los Angeles General Hospital, the largest public hospital in the US by bed count. The solution developed by IOS and its partner, the Verdura Group, included a customized OCR and document classification
Transcript
Page 1: Global 360 Newsletter: VMware, Inc. · Global 360 Information Outsourcing Services (IOS) provides high-volume, highly confidential and secure conversion services to companies with

Newsletter360

+

www.global360.com July/August 2008

From the Editors Welcome to the July/August issue of Newsletter360!

Even during the dog days of summer, Newsletter360 provides you with the latest news and updates on its many product offerings. This month, we feature articles on the Global 360 Information Outsourcing Services and interesting reading on our Product Terminology. We also announce important new releases.

We also feature important news on upcoming releases, new downloads available, our education schedule, and the G360 support portal.

Read on!

Company News 1 Product News 2

emVision360 2 Support News 3 New Releases 4

emVision360 4 Insight360 7

Upcoming Releases 14 Case360 14 Execute360 22 File360 23

New Patches 24 Supported Products 30 Support Portal News 35 Technical Documents 35 Education News 36 Professional Services 38 CAT and Product Update Calls 39 Newsletter Information 39 Contact Information 41

Company News

IOS Enables Efficient and Cost-Effective Management of Business Data Global 360 Information Outsourcing Services (IOS) provides high-volume, highly confidential and secure conversion services to companies with complex paper/film/fiche to digital migration requirements. IOS will collect paper documents, legacy files, or e-documents, convert them into accurate, retrievable information and either host them or deliver them into your BPM solution, business applications, and databases. A 100% audit trail is provided on each file to ensure that each page can be tracked and managed.

The following are just a few examples of recent IOS engagements:

July/August 2008 page 1

• Converted one year’s worth of live onsite patient files for the Los Angeles General Hospital, the largest public hospital in the US by bed count. The solution developed by IOS and its partner, the Verdura Group, included a customized OCR and document classification

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system to scan, index, and deliver electronic medical records and forms seamlessly into the Quadramed Quantim system. IOS was also selected for a subsequent project to perform day-forward scanning of non-electronic records.

• Produced 4.9 million multi-level indexes and images in one month for the Los Angeles Criminal Justice Departments and completed the conversion of 180 million microfilm images to digital files for the Los Angeles County Sheriff’s Office.

• Was selected by the California Department of Health Services to convert the entire birth and death records for the State of California. This three year project will require highly confidential vital records to be carefully handled, scanned, indexed, and matched precisely under strict guidelines for CAL DHS. IOS will utilize the services of two Disabled Veterans contractors (DVBE’s) to add to its team of Southern California based service providers.

For more information on how IOS can help you meet your data management requirements, contact [email protected].

Mark Your Calendar The next Global 360 Customer Conference will be held in summer 2009. Stay tuned for more details on specific dates and location.

New Corporate Training Center Global 360 has announced the opening of its new Training Center, based at its corporate headquarters in Dallas, Texas. The facility will accommodate growing demand for training on Global 360’s suite of products and serve Global 360 employees, customers and partners.

READ MORE

Rob Glenn Announced as EMEA Sales and Marketing Leader Global 360 has announced Robert Glenn as its new Vice President of Europe, Middle East, Africa (EMEA) Sales and Service. With more than 17 years experience in the software industry working at all levels of the business, including VP- and Director-level positions at Tibco Software and Staffware, Glenn is responsible for software sales and services for all of EMEA.

READ MORE

Global 360 PSO Receives Excellent Ratings from Customers Our customers have given the Global 360 Professional Services Organization (PSO) outstanding ratings on our latest Promoter survey! (A Promoter is a customer who is so enthusiastic about a firm they refer their friends and colleagues.)

We asked our customers to rank us on a scale of 0 to 10 with 0 meaning they are highly unlikely to recommend us and 10 being they are highly likely to recommend us. Of those responding, 85% ranked us an 8, 9 or 10!

Global 360 is committed to understanding what we do right and what we can improve upon. Our Promoter survey is an important element in staying engaged with our customers.

READ MORE

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Product News

emVision360

July/August 2008 page 2

We are pleased to announce that a new release of emPower360, emPower360 4.0, is now generally available. Details on the new release can be found in the New Releases section of this Newsletter.

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As the product continues to evolve and enable customers to advance their business strategy, a new name, emVision360, is being introduced that expresses the product’s ongoing progression and ever-increasing value proposition.

You will see the new name gradually reflected in product-related communications and future software and documentation updates.

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Support News

Product Terminology Update In an effort to provide a more consistent, easy-to-understand reference to our various product releases, Global 360 has made some updates to terminology usage. It is hoped that these changes provide a common understanding of the types of releases for all Global 360 products.

Below is a list of common terminology definitions used by Global 360:

• Bug—a problem with the product not working as designed.

• New Feature Suggestion or NFS—something that the product doesn't do and wasn't designed to do but has been requested.

• Hotfix—a code change for a specific issue or issues that is delivered to customers outside of a planned maintenance or development cycle.

NOTE: Going forward, “hotfix” replaces “patch,” a term that has been used for some products. However, if you are looking for an older item on the Global 360 Support Portal, it will still be labeled as a patch.

• Service Pack—a roll up of Hotfixes and software changes that may include new functionality.

• Minor release—a release that generally includes hotfixes and new product features on the existing product architecture and function.

• Major release—a release that generally includes architecture changes and significant new product functions.

• Certified—a configuration of Global 360 software that has been tested in our labs and is confirmed to work. Bugs will be fixed if found in a certified configuration.

• Supported—a configuration of Global 360 software that is supported regardless of testing. Bugs will be fixed if found in a supported configuration.

• Controlled Release—a release available to limited customers. A controlled release typically occurs during the initial release of a major product release.

• General Availability —a release available to all customers.

• Version—a numbered configuration of a product (what you see in Help About).

• Release—the distribution of a product version. (Version typically deals with “numbering” while release deals with “process”.)

Recent Support Alerts

Process360 – Microsoft IE Security Hotfix Causes MXViewer to Crash (18 July 2008)

July/August 2008 page 3

Problem Description: – A cumulative security hotfix from Microsoft for Internet Explorer referenced in Microsoft article MS08-024 causes the MXViewer image view control to crash with the message “Webpage cannot be displayed” or a blank page may appear in the view panel instead of the image. Once this problem appears, the browser must be shut down. No data is lost as a result of the crash.

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Diagnostics and Resolution: Each customer’s situation is different and there are a number of potential resolutions. If you experience this problem or are preparing for installation of the Microsoft security hotfix for IE, contact Global 360 Support for advice and instruction.

Refer to Knowledge Base item 73728-108 for further detailed information. If you have any questions, contact the Global360 Support Team at [email protected] or through your normal support phone access number.

Execute360 – Archive Manager (10 July 2008) A critical problem in Execute360 Archive Manager has been discovered and resolved with a software hotfix. The problem is isolated to environments using magnetic or Centera storage, within environments of specific characteristics and triggered by certain administrative user events. Since the possibility exists that workitems could be lost as a result of the problem, Global 360 believes that it is important to alert all Archive Manager customers to the potential problem, and convey the importance of applying the hotfix that will prevent it from happening.

The problem is corrected in Execute360 Hotfix 601.076 for Version 6.01 Archive Manager, and 921.093 for version 9.21 Archive Manager.

If you have any questions, contact the Global360 Support Team at [email protected] or through your normal support phone access number.

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New Releases

emVision360 4.0 (formerly emPower360) emVision360 4.0 is now generally available. Building on a strong functional foundation and rich feature set, this new major release extends the product capabilities and introduces enhancements intended to ensure greater process efficiency and competitive advantage.

Furthermore, emVision360 4.0 ensures system manageability by incorporating enhancements previously available as discrete patches.

Finally, Version 4.0 introduces a new license management technology designed to ensure that the licensed features are available for continued use to the full extent of your authorized users.

View/Mark Up/Edit emVision360 4.0 enables organizations to improve productivity through the use of the latest versions of Spicer Imagenation and ViewCafé, which offer functional enhancements and extended format support to efficiently view, mark up and edit hundreds of popular file formats from the office or anywhere you have a web browser.

One of the key enhancements in Version 4.0 is a new and improved viewer that leverages the latest Spicer Imagenation Office View Markup (OVM) technology, which supports Office documents (including Microsoft Word 2007), raster (image) files of unlimited size and PDF files up 11 x 17” in size. A complete range of tools for file identification, page controls, a full suite of markup tools and many other features are also provided.

One copy of the new viewer with OVM support will be included with each emVision360 core, end-user license.

Additive to emVision360 and licensed separately is also the Spicer Large View Markup (LVM) technology. LVM provides extended format support for 2D engineering (vector) CAD formats and select neutral 3D formats. This optional LVM feature set also extends the viewing tools to include the Detail and Reference windows, measurements and CAD layer (for View and Printing).

July/August 2008 page 4

The new emVision360 4.0 license management technology will ensure that you can use the new viewer with OVM support and, if licensed, LVM to the full extent of your number of authorized users while precluding access to unlicensed users.

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Platform Support To ensure greater system flexibility and maintainability, emVision360 4.0 offers support for all the latest platforms, including:

• Microsoft Windows Vista • Microsoft Windows Server 2008 • Microsoft Internet Information Services (IIS) 7.0 • Microsoft Office 2007

• Microsoft SQL Server 2005 • Oracle Database 10g and 11g

Programming Interfaces – EMAPI.NET In addition to the component object model (COM) and Web Services application programming interfaces (API) that accommodate a service-oriented architecture (SOA), a .NET API is introduced in emVision360 4.0 for developers interested in leveraging the .NET 2.0+ Framework (Microsoft’s managed code programming model). EMAPI.NET is not just a layer on top of the existing COM API, but a completely new interface written from the ground up using the latest .NET framework.

Customer New Feature Suggestions A range of new features added to emVision360 4.0 are based on customer experience and feedback.

• Updated and customizable Process Designer task icons – Used to create a more intuitive process representation

July/August 2008 page 5

• Support for extremely large results sets – Available when using the Web Client user interface in frames mode.

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• Multi-page browser-based scanning - Allows for multiple pages to be imported and checked in directly from the scanner.

• Thumbnail generation utility – For back file renditions to provide thumbnails of existing

content.

• Enhanced reporting – Supports Crystal Reports Premium Version XI.

• Replace Option for Renditions – This option allows the rendition (i.e., Microsoft Word format to Adobe PDF) to either be added as an alternative representation or as a replacement of the original.

Support Policy The Global 360 product support policy provides support for the current major version and the “one back” major version.

With the release of emVision360 4.0, versions 3.8 and 3.7 become the “one back” and “two back” versions, respectively. Support for 3.8 will continue through September 30, 2010, at which point support will be terminated. Support for 3.7 will cease on September 30, 2009.

Also note that support for 3.5 versions was discontinued on December 31, 2007 and support for 3.6 versions will cease on December 31, 2008.

Upgrading to emVision360 4.0 The new capabilities and enhancements introduced with emVision360 4.0 provide all customers with a compelling reason to upgrade their emVision360 applications.

July/August 2008 page 6

We encourage you to begin your upgrade plans soon and we look forward to assisting you. Global 360 offers both onsite and remote upgrade assistance services. For more information, contact Nick Cartolano ([email protected]) or Todd Crooks ([email protected]).

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Insight360 2.1 Release 2.1 of Insight360, launched in July 2008, adds significant new features to the Prism and Studio products. Themes for this release include:

• Improvements to the integration experience

• Improved process visibility

• Continued improvements to core competencies

Major features included are summarized in the tables below.

Insight360 Prism – Analytics

Functional Area Project

Improved Process Visibility • Decision branch analysis

Prism Core Competency Improvements • KPI enhancements • Dynamic Timed Sequence support • Enterprise administration and management

o Partition Management o Event Management

• Dimension and Measure Extensions o Named Sets o Quarter o Day of Week o Week of Year

Insight360 Studio – Modeling, Simulation, Process Repository and Collaboration

Functional Area Project

Improved Integration Experience • Import of decision weights from Prism data • Process Interchange Framework

Improved Process Visibility • Reports • Screen metrics update at all times

Studio Core Competency Improvements

• Simulation enhancements o Timed sequences o Logged events o Service Level Agreements o Simulation defaults o End-of-work behavior

• Optimizer extensions

Insight360 Prism New Features Decision Branch Analysis

July/August 2008 page 7

Route statistics support enables Prism to track data on the frequency with which work flows along the various branches in a process map. New fields have been added that enable MDX queries to be constructed that can slice by previous activity to get branch weighting statistics. This data can be extracted by Studio Process Designer for use in simulation setup.

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Key Features

• Ability to analyze branching

• Routing data available for import into simulation.

Value

• Provides insight into the routing characteristics of production behavior – enabling answers to questions such as how frequently are exceptions made?

• Enables simulations that more accurately reflect the flow of work in the process.

KPI Enhancements

A number of enhancements were made to KPI definition.

Key Features

• A new KPI Status option has been added called Closer is better. This allows you to define KPIs where the status range degrades the further away from the target value regardless of direction away from the target.

• Relative time slice support enables static or dynamic periods to be defined that can be

used for evaluation of KPIs.

• Named sets of dimension filters can be used to define KPIs. These named sets can be a combination of more than one dimension filter. These named sets are usable in multiple KPIs.

Value

• New KPI options and new ways of defining time periods for analysis improve your ability to measure and analyze performance.

• Named sets simplify KPI definition when commonly used dimensions can be identified.

Dynamic Timed Sequence Support

Timed sequences can now be created dynamically. Previously, if you needed to measure performance within a specific time period, you were required to define and send specific Begin and End timed sequence events as part of the process event stream.

Key Features

• Dynamic Timed Sequences can be created in Prism Administration. These timed sequences can be defined after a process map has been created and is in production.

July/August 2008 page 8

• Dynamic Timed Sequences are identified by name. You specify at least one activity that triggers the start of the timed sequence and at least one activity that will trigger the end of the timed sequence.

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• Dynamic Timed Sequences are represented as if the events were sent by the source BPM system.

Value

• You have greater flexibility in how you analyze performance data.

• You no longer need to modify a process map in order to analyze performance within a sequence of activities. You may not always know in advance what sequences users want to measure. Circumstances may change such that sequences that you may not have anticipated become more important.

• Timed sequences are no longer required to be defined on a process map, simplifying the map display.

Enterprise Administration and Management

Significant advancements have been made to the administration and management of Prism data. Most of these improvements can be categorized as Partition Management or Event Management.

Partition Management

Partitions provide a mechanism to separate data into physical units. Effective use of partitions can improve query and processing performance and facilitate data management.

Key Features

• You can create a partition plan that specifies how data should be distributed between various partitions based upon time periods.

• You can specify that a new partition is created daily.

Value

• Greater flexibility in partition management enhances system and data management and helps to optimize cube processing performance.

• Good processing performance ensures that data presented for analysis reflects the most current data.

Event Management

When data anomalies occur, you can use event management features to investigate.

July/August 2008 page 9

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Key Features

• You can browse events and query for specific events or event types, such as Quarantined Events, Events by Date, Status, or by Instance.

• Detailed status on events is available, for instance, if an event has been quarantined, viewing of the event quarantine details will show why the event was quarantined. Event detail includes all relevant field data and event timestamps. Events can be also be examined in “raw” XML.

• Quarantined events can be selected and deleted, or reset so that they can be retried for publication.

• You can search for and force termination or force completion of activities that are unreasonably long.

Value

• Administrators are well-equipped to investigate and remedy data anomalies.

• Data can more easily be kept “clean” to ensure accurate reporting.

Dimension and Measure Extensions

A number of new dimensions and measures have been introduced in this release

Key Features

• Predefined dimensions now include: Global Queue, Global Participant and Global Process Activity

• The Calendar dimension now has a Quarter level and two new hierarchies: Day of Week and Week of Year.

July/August 2008 page 10

• System measures can be created with a “min” and/or “max” aggregation.

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Value

• You have greater flexibility in your analysis and reporting.

Insight360 Studio New Features Import of Decision Weights from Prism Data

With Release 2.1, you can acquire “weights” for decision activity routing from Prism. Acquisition of decision weights are controlled at Decision Activity setup.

Key Features

• A wizard is invoked when the user chooses “Acquire” for decision activity routing.

• The wizard queries the user for a timeframe to analyze and then extracts data from the OLAP cubes and displays the routes taken from the specified activity by work processed during the that timeframe.

Value

• Provides insight into the routing characteristics of production behavior – enabling answers to questions such as how frequently are exceptions made?

• Enables simulations that more accurately reflect the flow of work in the process.

Process Definition and Exchange Framework

The architecture of Process Designer now includes a Process Definition and Exchange Foundation that manages how XPDL formatted models are interpreted by Process Designer and how Process Designer constructs XPDL for model export.

Key Features

• Preserves the XPDL extensions in a process model imported into Process Designer or exported from Process Designer. Many vendors add extra process information.

• Participants and Roles are included in the XPDL exported from Process Designer.

• Provides an extensible framework to enable support of vendor-specific transformations.

Value

• When process models are interchanged between one modeling environment and Designer and then returned back to the original modeling environment, the “fidelity” of the original process model is better preserved.

July/August 2008 page 11

• Where there are differences in interpretation of the XPDL standard, the framework enables creation of custom adapters to ensure appropriate interpretation of the model.

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Reports and Process Properties

Beginning with Release 2.1, Process Designer now includes a reports feature.

Key Features

• You can associate text descriptions with Processes and Maps. These are set by a Properties menu item. Using Properties, you can set Name, Author, and Description for the item.

• The Reports Manager feature enables generation and display of reports. It also includes generation of export of Simulation setup and Simulation results.

• A default Process Description report creates a simple HTML-based report that merges properties information with map graphics. Three report templates are provided as HTML documents that can be further customized.

Value

• You have more flexibility in how to report on your Studio process.

Simulation Enhancements – Statistics Extensions

Enhancements to Simulation have been developed to enable finer analysis of process performance.

Key Features

• Event logging allows you to log when work reaches a certain point. This allows you to track and report milestones.

• Setup of Timed Sequences allow you to focus in on a specific set of activities for tighter performance analysis

• Simulation of Service Level Agreement (SLA) enables you to monitor performance based upon a completion time target.

o SLAs may be set up on the process, on timed sequences or on activities

o The SLA result tab shows counts of the items that completed within the target completion time and counts of those that did not complete within that target.

July/August 2008 page 12

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o For those that completed within target, you can see the ratio of those that completed within target to the total.

Value

• Statistical extensions provide you better focus and visibility into the projected performance of the process.

Simulation Enhancements – Work Handling Extensions Key Features

• When a human activity can take a significant period of time, you need to consider how work should be handled when it is still in process at the time that a simulated user/participant is at the end of a work period. With Release 2.1, you can specify a number of ways that the simulation should handle this (suspended) work. Work in process when a resource is no longer available (on break or at end-of-day) can be specified to be:

o suspended and continued by the same performer when he or she is available again

o picked up by the next available resource

o Work can be forced to be suspended in order to simulate being put on hold for some time, for instance, to simulate pending outside communications. You can specify a probability that work will be suspended.

Value

• More modeling flexibility enables you to model the simulation to better reflect existing or projected production behavior.

Optimization Enhancements

The optimizer was introduced in Release 2.0 of Insight360 Process Designer. These capabilities have been enhanced in Release 2.1.

Key Features

• Besides optimization on Waiting Time (default), optimization now includes Completion Time. Completion time is factored in the processing time for activity. This allows the optimizer to prioritize activities with a high completion time.

• You can now focus on parts of the process to optimize. You can limit your scope to a timed sequence, SLA or the whole process.

• Express Optimization continues to work as before, optimizing on wait time, and including the entire process in its scope.

Value

• You have more flexibility in how to optimize your process.

• You can look at the process in more sophisticated ways – with better ability to focus on where and why to optimize.

Process360 9.5.1 Updates Global 360 continues to build upon the SharePoint Application Framework available for Release 9.5.1. Additional web parts and an associated web service have recently been released as hotfixes (Rapid Improvements). The Framework now includes

• Caselist

• Locators

• To-Do List

July/August 2008 page 13

• Query List

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SPR6669 is the latest hotfix for the SharePoint Application Framework. The locator web part requires SPR6424, a web services hotfix.

Because of future potential code changes and dependencies, over time these hotfixes may be superseded. Always check the Global 360 Support Portal for the latest hotfix versions.

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Upcoming Releases

Case360 10.2 Target release: mid-August 2008

Case360 10.2 continues to add significant new functionality, customer requests and strategic integrations to the Case360 product. At the time of writing, the release process is into deep QA, with a planned release in mid-August. The general availability (GA) will be announced on the Global 360 Support Portal: http://support.global360.com.

The main themes for the Case360 10.2 are:

• Simplify application design to speed up application development and deployment

• Reduce the need to write custom code and Java classes, improving reliability and flexibility

• Improve the appearance and responsiveness of end-user interfaces

• Provide a new Content Broker / Repository interface mechanism

• Provide improved visibility into Casefolder usage and workload

• Incorporate feedback from customers

• Enhanced recognition service for full-page OCR, zonal OCR and barcodes

Platform support remains largely the same, with the addition of support for DB2 UDB 9 for Linux UNIX and Windows.

Layout Designer Phase 1: End-User Forms Design It is the intention of many organizations to allow business and process analysts, and other users without software development skills to get more involved in the design of Case360 applications. A significant area of application development for applications is in the user interface, especially where data contained and updated in the system must be represented as UI forms. In Case360, forms are core to providing data-entry, queries and results for Casefolder, Process, Filestore and Formdata objects. Although incredibly flexible, the need to write JSP pages limits this area of application to skilled developers, so there is a need to provide a more configurable approach to forms design.

July/August 2008 page 14

The Case360 R&D team has been working for a considerable amount of time on providing an end-user forms designer. The forms designer will be completely browser-based and integrated into the Case360 Toolbox, enabling designers to create forms and associated fields from a central location. The WYSIWYG forms designer will enable the drag and drop of fields and UI elements from the palette onto the main form canvas, with placement options such as alignment making designs more consistent. Most of the major forms capabilities currently available only through JSP design will be made available, including selection of fields and field formatters, labels, buttons and relations. In addition the form designer will provide field grouping that enables multiple fields to be associated and displayed or hidden based on the change of value of another field, providing the potential for highly dynamic forms to be designed.

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The output of the forms designer will be an XML forms definition that will be version controlled, as well as a JSP page that will be the used for forms display at runtime, ensuring that the responsiveness of forms currently experienced is not degraded. For highly complex requirements, forms designer can be used as a prototyping tool, with JSP development extending the result if required.

The forms designer will provide a new mechanism for table definition, within the form design palette, effectively bringing the design of data models and their presentation more closely together for a designer. The form designer provides the ability to add columns and relations to the table definition as well as to specify how they are to be presented to the user. If desired, the table definition may be modified without using the form designer, using the current table definition admin tool.

The forms designer component will continue to be extended over time, as well as being supplemented by further UI design tools.

Named Scripts

The Case360 script engine / expressions package is an extremely powerful component of the product, which not only enables developers to represent complex logic for capture and process activities, but also reduces the amount of custom Java code that must be written and integrated to meet complex business requirements. To make scripting capabilities more reusable across the system, and to enable script-based event handlers to be developed, a complete new Named Scripts capability is being built into the Case360 Toolbox.

There are three categories of named scripts:

1. General named scripts, organized into a hierarchy of packages.

2. Methods on object types, including the ability to define dynamic subclasses.

3. Event handler scripts, implementing an event interface.

A new toolbox Scripts tool is included to create and manage named scripts.

• Application designers can call a named script or method from within any expression or script.

July/August 2008 page 15

• Named scripts may be invoked via Ajax calls.

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• A given script may provide multiple overloaded implementations.

• Scripts now support inheritance and polymorphism.

• Scripts automatically participate in the scripting language's list processing features.

• All binding is done at runtime, allowing the application designer to modify a script and have their changes take effect immediately with no need to restart the application server.

• Access to scripts is controlled using an ACL.

Scripts are imported and exported as part of an application.

An additional advantage of the new scripting features is that scripts utilized in Process models can now be edited independently, enabling more rapid development of process logic and operations.

With the ability to import and export scripts within applications, it is expected that Global 360 PSO and Partners will be able to build an extensive reusable library of scripts that can supplement many Process, Casefolder and Capture features. The administration of these scripts is expected to make named scripts extremely accessible and reusable by application designers.

Enhanced Web Service Client With the release of the Service Broker as an edition of Case360 10.1 and the continued need to extend Service Oriented Architecture capabilities within Case360, the use of web services in applications has been gaining attention again. This need is being addressed for Case360 as a consumer of services and a producer or host of services.

Case360 has been able to consume web services for several releases, both through process activities and in script expressions. As web services have evolved, so too have the many issues around interoperability, meaning that the current capabilities available in the product are insufficient to address the different web services standards that have been widely implemented. A common deficiency experienced by developers using the Case360 web service client is the ability to connect to and call web services with operations containing complex types.

July/August 2008 page 16

In the Case360 10.2 release, a new web service consumer will be provided that is able to connect to and call any standard web service.

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It will leverage the Case360 XML capabilities to retrieve and compose complex types, according to their WSDL specifications, as well as providing access to native types. Special care has been taken to ensure that the new functionality operates effectively across our supported application server platforms, something that is not available with many available web service platforms.

New Field Formatters Some new field formatters are included in this version:

Currency – The currency formatter may be used with Decimal fields to display monetary values. The specified currency formatting rules are applied when the field is displayed. When the user tabs into the field, the redundant currency formatting symbols are removed, allowing the user to modify the value. When the user tabs out of the field, the currency formatting symbols are added back to the displayed value.

Calendar – The calendar formatter may be used with Timestamp fields to display a calendar control, making it easier to select a date. The application designer can choose to have the calendar displayed in-line in the form, or have the calendar control appear under the input field when the user tabs into the field and disappear when the user tabs out of the field.

Embed Object – The embed object formatter may be used with repository key fields to display the object referenced by a repository key in a layout. This formatter is particularly useful when used to display the content of a Filestore document in a form.

Mail Input Driver

July/August 2008 page 17

The Capture Broker supports the use of e-mail messages as a source of content. The mail input driver accepts input from a specified e-mail mailbox. As with other Capture Input Drivers, the Message Input driver can capture e-mail messages that include XML buddy files.

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The capture Mail Input driver has been enhanced and added into the core product (it was formerly available as sample code). This driver enables the application designer to accept new content from an e-mail mailbox.

AJAX (XML/HTTP API) framework Users are made aware of the capabilities of modern web applications through a range of common websites, and the perception of usability that comes from dynamic user interfaces has been raised. For this reason Case360 has the requirement to offer more dynamic UI functions in its out of the box UI, and AJAX is the obvious choice.

An AJAX framework was introduced in Case360 10.1.01, as an enabling technology for the new User Selection dialog, as well as to support the development of the upcoming Layout Designer. This framework has been refined to enable Case360 10.2 to offer a limited AJAX API of commonly requested functions, as well as associated browser components. These functions will include features such as batch operations to be performed against query results (e.g. select multiple and delete all checked items). Case360 configured menus and buttons can now take advantage of AJAX functions to make calls to the server. In addition, third-party applications and portals may use Case360 published AJAX methods for access to data and functionality in a Case360 system.

As our customers have come to expect from Case360, this new capability will be extremely extensible. The AJAX API can be extended by customers to respond to new requests through the typical Java event handlers. In addition, the Named Scripts capability will enable new functions to be published without the need to write Java, leveraging the XML capabilities of Case360. Several mechanisms for delivering the UI components and making them customizable are being explored. A Javascript library will be provided that provides the out of the box capabilities, and will be accessible to use as patterns for creating further UI components.

Multiple Select Query

July/August 2008 page 18

An application designer can now define a query output that displays a tool bar menu in the query results with a variety of standard and user defined actions that can be performed on one or more objects in a query result set.

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The menu editor now supports actions that are implemented as Ajax calls and significant enhancements in usability are expected through the use of multiple select queries and custom Ajax functions. The product is released with several standard Multiple Select Toolbars, for manipulating Process, Casefolder, Formdata and Filestore objects in query results.

Application Import/Export Enhancements – for Team Development Case360 is a unique platform for building human-centric process, case, content and data management applications and many customers have told us that they believe that the open and extensible nature of the product are what they most appreciate in it. A major capability to support this is the application import and export functionality, which allows a completely functional application to be exported to a single XML package for import into another system. This provides complete application version capability, and guaranteed consistency of configuration.

Based on examining customer experience using import / export, Global 360 has observed that the current capability requires significant extension to enable it to work effectively in a development team environment, where multiple developers are working on different components of a single application on separate (often VM-based) servers. To facilitate the need to be able to export complete applications from different servers and consolidate the results onto a single central server (for example for promotion from development to test environments, or for nightly centralized development builds), import / export will be significantly revised.

To solve the project merging problem, all exportable objects will have a unique ID (GUID) and a modification timestamp. The timestamp will be used during import, comparing the timestamp on the object existing on the target server with the timestamp on the object being imported. Objects will only be overwritten on the target system if the version being imported is newer than the existing version.

Content Brokers - Repository Provider interface

July/August 2008 page 19

A new repository interface RepositoryProvider has been defined. This new API replaces the existing RepositoryInterface interface (which is still supported, but is now deprecated). This new interface greatly extends the ability to access and manipulate objects in external repositories. Over time the packaged Global 360 Content Brokers will be extended to take advantage of this new interface.

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Casefolder Event Stream for Insight360 Prism Casefolder has been updated to generate Prism events to allow users to use Prism for analytics, monitoring, and reporting of CaseFolder activity. Prism events are generated when CaseFolder instances are created and when task or contents are started and completed. The Prism events can contain CaseFolder fields that can be exposed as dimensions and measures and user participant information. The events allow Prism to monitor and report how much work was completed, how long did it take and how users are being utilized. In Prism terminology the WORKFLOW events are generated when CaseFolder instances are created, completed, or deleted and ACTIVITY events are generated when a Task or Content status changes to “In Progress” and “Completed”.

Casefolder Dashboard The unique Case360 Casefolder is routinely used by many customers to organize and manage the complex sets of tasks that knowledge workers must perform in complex operations, as well as providing some structured “state-based” processes that can be rapidly deployed. Although the Casefolder is the focal point for a large amount of user activity, very little visibility into the workload or performance of users has been available out of the box.

In Case360 10.2, a Casefolder Dashboard is planned, to reflect that currently available for processes. This will provide several new tabs in the template window:

• Charts – use predefined queries to report on the status of the casefolders

• Queries – enable the application designer to automatically define a "standard" set of queries for a casefolder template

• Statistics – run the system statistics tool automatically displaying any statistics related to this casefolder

New Feature Suggestions (NFS) and minor enhancements This list represents a small set of the customer requested enhancements also included in 10.2. Additional information can be found in the release notes and Case360 10.2 Help Guide.

• The Logout function now properly invalidates the user's session with the application server.

• New configuration parameters in the context adapter now allow configuring Filestore background processing on a server by server basis.

July/August 2008 page 20

• The license manager will now send an alert message to the e-mail address set in the new LICENSEMAILALERT configuration property if the license key has expired.

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• Added the ability for the casefolder and table event handlers to specify the name of a JSP file for custom framesets/forms.

• A new menu tab style named "Simple" has been added to offer a simpler, cleaner look for the tab menus. The system menu tab style is set in the General page of the Configuration tool.

• All JavaScript files have been (lightly) compressed to improve network efficiency; customer customization of these files should no longer be done.

Optional Component: Recognition Service (for Full-Page OCR, Zonal OCR and Barcoding) Case360 10.2 will integrate with an enhanced version of the full-page OCR Recognition Service. The new version will allow customers to define types of documents to recognize and the positions and sizes of fields or “zones” to apply OCR to. Recognition is performed within a business process at defined Recognition Activities, allowing it to be used with any capture mechanism that imports image documents.

As an example use case, the Recognition Service will enable customers to define paper forms that can be automatically indexed without keying information, and enable QA and rekeying to be defined within a “capture, OCR and index” process defined within the process engine. Sources of capture may include Scan Manager, Fax Servers, TIFF files and I4Web distributed scanning.

Global 360 capture mechanisms including Scan Manager alongside the Recognition Service together will provide very competitively priced OCR functionality compared to a customer paying a per-click charge associated with some 3rd-party engines, especially for customers with very large and ongoing capture requirements. When customers are using Global 360 business process management engines already for their broader business processes this has the added advantage that they do not also need to learn to develop 3rd-party capture processes, which many customers believe represents additional complex.

The Recognition Service has the following features:

• Full page OCR

• Define zones for forms OCR

• Map text recognized in specific zones to fields in Case360

• Barcode recognition (a range of barcode types is available) in specific zones

• Process activity for triggering recognition

• Runs on dedicated Windows server – scalable through the addition of servers

• Embeds the best of breed Nuance OCR engine

• May be used in workflows capturing documents with Global 360 Scan Manager, Imaging for Windows, Imaging for the Web, Fax Servers, file capture and third-party capture tools

Upgrade Information Case360 10.2 GA Media

Case360 10.2 GA is freely available to all Case360 / G360 Case Manager customers for systems with an active support contract. The software media is available by ordering the appropriate product code:

• G360-MEDIA-UPDATE-CASE – No-charge media for customers upgrading current systems

• G360-MEDIA-CASE – Media for customers installing new systems

Service Packs and Hotfixes

July/August 2008 page 21

Service Packs and Hotfixes will continue to be distributed through the Global 360 Support Portal, http://support.global360.com from the Downloads menu.

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Case360 9.2 and 10.x Media

Customers who continue to require media for earlier supported versions can download the self-contained installations of Service Pack and Hotfix versions from the Global 360 Support Portal, http://support.global360.com from the Downloads menu.

License Key Information

Customers upgrading to Case360 10.2 from Case Manager 9.x or Case360 10.0 should be aware that a version 10.2 license key is required to fully utilize the software.

Case Manager 9.x and Case360 10.0 license keys are not valid with Case360 10.2. License keys can be requested through the Global 360 Support Website at http://support.global360.com.

Upgrade Services

Installation and upgrade services packages for customers moving from earlier versions of G360 Case Manager or Case360 are available from Global 360 PSO. Customers interested in exploring options for upgrade planning and assistance should contact: Charles Bisom-Rapp ([email protected]).

Execute360 The Execute360 team continues to enhance the product, following the Execute360 Server 10.0 release with new Hotfixes (patches) to all components of the system, to add new features, enhance performance and improve reliability. Most recently, Server and Archive Manager were certified on VMWare ESX 3.5 and WebDesk 9.21 has been certified with Windows XP SP3.

Projects for the roadmap continue, with a focus on the remaining components of the 10.0 suite:

• Q3 2008 – Archive Manager 10.0

• Q4 2008 – Client 10.0 • Q4 2008 – .NET Extensible Workstep • Q4 2008 – BizTalk workstep • Q1 2009 – Visual Forms Designer

• Q1 2009 – Advanced Security Module • Q2 2009 – Advanced Archive and Document Management

Certification efforts planned for the remainder of the year include:

• Windows 2008, native and virtualization • SQL Server 2008

• Citrix Thin-Client

July/August 2008 page 22

Additional information on upcoming releases will be provided in the next Newsletter.

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File360 6.0 Preview Development of the next major release of File360, File360 6.0, is in progress.

Global 360 is a Microsoft Gold Certified Partner. This partnership has created an invaluable design and implementation launch pad for File360 6.0. Technologies and products such as Visual Studio 2008, WPF, WCF, and Silverlight have formed the basis for File360 6.0 with design input from the Microsoft team.

A cornerstone of File360 6.0 is the user experience. File360 has traditionally been a feature-rich product with a functional user interface. File360 6.0 advances the product’s strong functional foundation and rich feature set by introducing a new and compelling user interface for both the Windows application and the browser-based client.

In addition to the familiar Retrieval client, a new Windows application client is provided which serves as an application portal and offers functionality related to:

• Document search and view

• Document versioning

• Document routing

• Reporting

Future portal application releases will extend the portal functionality to include additional features and other significant functional areas such as data entry and administration. All functionality will be offered securely to users within the easy to use application portal.

The following screenshot provides an early glimpse of the File360 6.0 application portal.

July/August 2008 page 23

In addition to the new presentation and user experience functionality, File360 6.0 offers many other exciting enhancements, including:

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• Microsoft Active Directory integration

• Microsoft SharePoint integrated solution

• Reporting subsystem

• Database Engine as a service

• Server configuration changes for improved supportability

• Installation modification for ease of deployment

• Support for Windows Vista Business Edition

Stay tuned to upcoming issues of Newsletter360 for more information on the new features included with File360 6.0.

File360 6.0 is scheduled for general availability in the fall. A preview of the File360 6.0 application portal is available now. Please contact your Global 360 partner or Tom Donnelly ([email protected]) for a demonstration.

<<<< return to top of newsletter

New Hotfixes (Patches) NOTE: New terminology is discussed in Product Terminology Update.

All service packs and hotfixes are available through the Download section of our Global 360 Support Portal. If you have any questions, please contact your local support team. (Contact Information is listed on page 41.)

Hotfixes for Process360 (formerly Enterprise NX) The latest hotfixes are:

July/August 2008 page 24

Hotfix No. Software Version

Issue

SPR38299 9.2 Missing image pages detected during scheduled archive.

SPR2819 9.4 AttributeView control offers no support for validation of user input.

SPR3794 9.4 MxPrint task and Text markups

SPR6311 9.5.1 Add TaskList Description to TaskList

SPR6522 9.5.1 Desktop and Tracking History

SPR6550 9.5.1 Web Service In Task "Write Code In" controls

SPR6506 9.5.1 Process Agent and Web Services

SPR38310 9.2 REVNUM Column in Schema

SPR6393 9.5.1 Web Service Task Reference Parameter

SPR6447 9.5.1 EBPI Viewer Enhancements

SPR6669 9.5.1 Application WebParts

SPR6700 9.5.1 Process Version

SPR6767 9.5.1 Ascent Release Script

SPR6770 9.5.1 Synchronize Full-Text indexes on Oracle at Install

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Updates for Case360 (formerly Case Manager) Update Type # Version Description

Hotfix 30133 10.1.01 Issue resolved: • Errors from Web Services on Archived EX

Workitems. Download hotfix based on Web Application Server.

Hotfix 30241 10.1.01 Issues resolved: • EX Workflow queries fail if number of intvar + strvar

fields don’t match the repository configuration. • Performance problem when retrieving images from

a Filestore Download hotfix based on Web Application Server.

Software 10.1.01.23 Process Designer for build 28479 or greater.

Hotfix 30407 10.1.01 Issues resolved: • getSchema does not include all sqlview fields for the

included EX form that have the same name as the workflow stock fields

• Invalid page number errors • User trying to captures xml that have french

characters, application is not showing char on form Download hotfix based on Web Application Server.

Hotfixes and Service Packs for Execute360 (formerly Enterprise EX) The latest hotfix levels are:

Version 9.2.x 9.21.093

Client 6.0 6.00.069 and 6.10.028

Server 6.0 6.01.076

Service packs are available to facilitate the management of hotfixes in your environment. The latest service packs are:

• 10.1 SP1 – Service Pack 1 for Execute360 Release 10 includes several new features and fixes, including a rollup of all enhancements and fixes made in the version 9.21 version of the software since the introduction of Release 10.

• 9X SP14 – Includes all hotfixes up to 9.21.087

• 9X SP14a – Thin Client (WebDesk and JAL) – Includes all hotfixes up to 9.21.087

• 6.01 SP12 – All server hotfixes through 6.01.073

• 6.00 SP69 – All client hotfixes through 6.00.069

Hotfixes (Patches) for Enterprise EX 9.x

July/August 2008 page 25

Hotfix # Synopsis of issues resolved

9.21.090 41918: Archive Manager license evaluation does not warn of approaching license expiration.

41975: Administration Website reports Magnetic Archive 9.21 license state is OK even when the storage capacity exceeds licensed value.

42024: File attributes inconsistently set by Archive Manager. 42033: Multi-threaded Jal App Hang.

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July/August 2008 page 26

Hotfix # Synopsis of issues resolved 42036: Index out of bounds error occurs with multi-threaded JAL application. 42028: JAL improperly handles workitem names with CR/LF characters. 42023: JAL Reclassify fails when specifying a class without a SQL View. 42047: The Server Configuration Utility doesn't allow specification of 10.0

Insight360 integration hosts. 42021: ISConfig fails to correctly remove a domain from the Insight360 integration

host. 42020: ISConfig fails to properly set COMMONBOSADMINURL. 41992: ISConfig does not properly update LOCATORVER when Location Manager

is removed. 42026: Object Manager transaction type missing from ISConfig. 42048: OBJECT SEQUENCE migrated incorrectly by ISConfig. 42027: DBMigrate improperly reports that server software is not installed. 42022: Intermittent Security Manager failures reported under volume. 41874: WorkDesk DocName queries with wild cards cause system to lock up. 42044: The Goal Management workstep incorrectly evaluates goals. 41943: Extensible workstep logging writes two timestamps. 42043: Email workstep does not validate the IMAP credentials when it should. 42006: Add use of route variables in email workstep designtime. 42005: Email In Workstep Truncates Filenames at 44 characters. 42004: Email In extensible workstep fails to process emails with no body text. 42019: Remove BCC field mapping in design time. 42018: Remove "xWorkstep" from title bar in Email In designtime. 42017: Allow use of HTML as an import class with Email workstep. 42010: MQ Workstep designtime variable selections not saved properly. 42008: RouteBuilder missing file error. 42013: Route Engine failure following removal of a user from the system. 42039: ISCONFIG.CHM Documentation updates.

9.21.091 42063: Update ISCONFIG.CHM with new archive DEBUG LEVEL values. 42061: Archive Purge sometimes not deleting all copies of a workitem. 42058: Enhance exception handling and reporting in Archive Manager.

9.21.093 42075: Read-only Overwrites prevent correct archiving of workitems. 42074: Incorrect catalog updates cause workitems to fail retrieval.

9.21.092 42066: Execute360 Integration Service for Insight360 is not handling workflow splits correctly.

42064: Worksets containing characters with accents are improperly displayed in the Administration Website.

42060: Admin Website User Statistics screen fails to list all users. 42059: Admin Website User Statistics: Incorrect Item Count. 42052: WorkDesk import launcher truncates extracted file extension. 42071: WorkDesk disappears when user is logged off via Administration Website. 42070: User logged of via Administration Website sees an empty workset. 42067: "BadOrdinalException" reported by dCALTest. 40644: CALTest hangs during logoff with an empty and unused client list. 42068: Workflow History takes too long.

9.21.088AZ French version of 9.21.088

9.21.092AZ French version of 9.21.092

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July/August 2008 page 27

Hotfix # Synopsis of issues resolved

9.21.092NL Dutch version of 9.21.092

Hotfixes for Client 6.0

No updates since the last Newsletter

Hotfixes for Server 6.0

Hotfix # Synopsis of issues resolved

6.01.076 42058: Enhance exception handling and reporting in Archive Manager.

Hotfixes for Web Client 6.1

No updates since the last Newsletter

Hotfixes for emVision360 (formerly emPower360) No updates since the last Newsletter

Updates and hotfixes for Reports Manager Global 360 Reports Manager 5.0 is the current production release for both Windows and UNIX platforms. The following service packs are available:

Version Service Pack

5.0 Web Service Pack 2

5.0 Utilities Service Pack 1

5.0 Server Service Pack 2

4.3.1.8 Coldserver Service Pack

4.3.1.4 Web Service Pack 4

Hotfixes for Reports Manager

Version Description

5.0.2.3 Coldserver and Utilities for Solaris

5.0.2.3 Coldserver and Utilities for Windows

5.0.2.3 Web update

4.3.1.6 Index Search hotfix

Updates and hotfixes for Imaging Server (1.x) and Optical Server The latest update for Imaging Server and Optical Server is 1.6.8.6. There are no new updates.

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Hotfixes for Imaging for Windows Imaging for Windows 2.7 is the current version provided with Execute360, Case360, and Imaging Server 1.x.

NOTE: This version is supported with WorkDesk 9.2.1 and 6.0/6.1 and with Imaging Server 1.6.x.

The latest hotfix level of Imaging for Windows 2.7 is hotfix 28.

Updates and hotfixes (patches) for File360 (formerly KoVIS)

July/August 2008 page 28

Download type Description

Cumulative update v5.0.8 Contains all KoVIS v5.0.0 client patches from SP8 until 11-Jul-2008.

Cumulative update v5.2.1 Contains all KoVIS v5.2.0 client patches from SP1 until 11-Jul-2008.

Hotfixes 24356 & 24632 NOTE: The KoVIS 11-Jul-08 Cumulative Update v5.2.1 must be installed before these patches. PN24356 – After Make Suffix was selected, the ImageViewer window cleared and just displayed grey instead of the document image. PN24632 – Microfilm Roll and frame information from the IDX.DAT file was not being written to the database when batches were indexed using InBasket or Data Entry. It was working correctly using Database Engine.

KoVIS v5.0.8 PN24871 Enhancement Hotfix

The KoVIS 11-Jul-08 Cumulative Update v5.0.8 must be installed before this patch. When dbEngine has a problem processing a document, it creates an Error Batch and adds the problem document to it. In dbEngine, the User Exits are called before the checking of the template fields for things like Required Fields and such that would cause a problem. This means that a User Exit that passes information out to an external database would not have recorded that the document was not in fact indexed. This enhancement adds the Master ID information to what is already recorded in the dbEngine log. The Master ID can then be used to find the records that need to be purged.

KoVIS v5.2.1 PN24871 Enhancement Patch

The KoVIS 11-Jul-08 Cumulative Update v5.2.1 must be installed before this patch. When dbEngine has a problem processing a document, it creates an Error Batch and adds the problem document to it. In dbEngine, the User Exits are called before the checking of the template fields for things like Required Fields and such that would cause a problem. This means that a User Exit that passes information out to an external database would not have recorded that the document was not in fact indexed. This enhancement adds the Master ID information to what is already recorded in the dbEngine log. The Master ID can then be used to find the records that need to be purged.

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Hotfixes for Keyfile No updates since the last Newsletter

Hotfixes for Keyflow No updates since the last Newsletter

Hotfixes for Scan Manager The following hotfixes all apply to Scan Manager 1.0.4.

Hotfix # Synopsis of issues resolved

2 Intermittent use of incorrect default data was caused by premature enabling of and clicking on the Scan button (or menu pick) while initializing the selected batch definition. These buttons/items have been disabled until initialization is complete.

3 Inability to Import large .DAT files caused by 32K Windows function limitation has been corrected. Incorrect enabling/disabling of fields on the New Destination form for Process360 has been corrected.

4 Error messages for greater-than-50-character DocType, Destination and BatchDef names is now consistent and occurs at UI time, i.e. unexpected database error messages will no longer occur. Batch/Open dialog user interface is now more consistent with other Windows dialogs, using "Open" instead of "OK" and correctly enabling and disabling buttons based on batch status. No longer displaying folder info for non-folder Execute360 batches (consistent with Case360 UI). Eliminated unexpected reset of the FileScan Simulation/File Import setting to "INI File", which was happening whenever a non-disk Kofax scanner was selected and its settings changed. Scan Manager now supports all of the hook script functions listed below, corresponding to either right-click or menu/button functions in the Scan Manager application. A separate .DOC file has been included with this hotfix containing documentation of the new script functions.

5 New INI file SCAN section value "ResetScannerOnScan" (true/false) has been added in order to force reset of problem scanners such as the IL500 after each Batch Scan operation is performed.

6 Image Processing settings (barcode, deskew, etc.) for the default batch definition and scanner source were not being loaded properly at Scan Manager startup time. This has been corrected.

7 Modified Hotfix 5 to disable display of the Kofax "reset" dialog box, and also moved the reset operation to before the Batch Scan, to avoid user processing delay at scan completion.

8 A new INI file SCAN section setting, “ResetScannerOnSettingsChange", will issue a reset of the current scanner whenever a new set of scanner settings is loaded or when the settings are explicitly changed by the user (Scanner/Settings).

NOTE: All service packs, hotfixes and patches are available through the Download section of our Global 360 Support Portal. If you have any questions, please contact your local support team. (Contact Information is listed on page 41.)

July/August 2008 page 29

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Supported Products Details regarding Supported Products are available by clicking the Product Information link on the left menu of our Global 360 Support Portal. This link will also direct you to Product Information Matrices (PIMs), and the Components Compatibility Matrix for supported versions of Global 360 Enterprise EX.

Product documentation is available by clicking the Documentation link.

Insight360 Support Statement Prism Server 2.0 is compatible with the following solutions:

• SQL Server 2005 SP2

• Microsoft Office SharePoint Services / Excel 2007

Studio Process Designer is compatible with the following solutions:

• Windows XP

• Insight360 Prism release 2.0

• Process360 release 9.5

• XPDL 2.0

Team Studio Repository and Collaboration is compatible with the following solutions:

• Windows SharePoint Services

Process360 Support Statement • Process360 version 9.5 is compatible with:

o Insight360 Prism 2.0

o Daeja ViewOne

o Corticon 4.1

o Global 360 Scan Manager 1.0.3

• Product and Component Names: To better describe the product’s capabilities and Global 360’s vision and leadership, the following product names have been change:

o Global 360 Enterprise NX is renamed Process360

o Process Modeler Builder Edition is renamed Process Builder

• Upgrading Systems installed with release 9.2, 9.3 or 9.4 will be able to perform an “in-place” upgrade to Process360 Release 9.5.

• Microsoft Internet Explorer 7 and Process360 Internet Explorer 7 was recently released by Microsoft. It has been tested with Process360’s packaged web clients including Administration, InfoStore, Process Workshop and Application Designer, the DHTML and COM Viewer.

July/August 2008 page 30

• NX 9.2 Because of the release of Process360 9.5, Global 360 NX 9.2 is now approaching “sunset” status. Global 360’s standard support policy is to support the current shipping release and the next most current release. After December 31, 2008, no additional bug fixes will be considered for 9.2.

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Case360 Support Statement Case360 10.1.01 (soon to be 10.2) is the most recent version of the Case360/Case Manager product line. Global 360's policy is to support the current major version and the "one back" major version. Version 9.2 is the "one back" version.

The lifecycle for Case Manager 9.1 ended on December 31, 2007, at which point support terminated. Customers still running version 9.1 should contact Global 360 Support immediately to evaluate options for moving to supported versions of the product.

Should customers move to to 10.1.01 or directly to 10.2? Case360 10.2 was labeled as a minor release update to 10.x, to reflect the level of new capabilities that are included. For current Case360 10.x customers an upgrade to 10.1.01 or 10.2 is identical to a Service Pack upgrade. No production data schema changes have been made and no alterations have been made to current APIs or published UI integration points.

Case360 10.2 incorporates significant upgrades and quality feedback from the customers that have upgraded to previous 10.x versions. Therefore it is highly recommended that customers move directly to Case360 10.2 from earlier versions. Customers that have deployed Case360 10.0 should consider planning upgrades to 10.2 to ensure that they have access to the most current management and support enhancements and the many new capabilities that are valuable for new applications.

Case360 10.1.01 and above - All Upgrades Require New License Keys In the release of Case360 10.1.01 in November 2007, the mechanism for distributing and enabling the use of Content Brokers and Storage Managers (also known as Data Managers) changed to simplify distribution and improve software reliability. Since every Case360 instance uses at least one form of storage, typically Magnetic, any upgrades to Case360 10.1.01 require customers to request new license keys.

Storage Manager / Data Manager Since version 10.1.01, all Case360 Storage Manager (also known as Data Manager) components are built into the Case360 product and are delivered preinstalled in the core product. For version 10.1.01 and above, customers running Case360 should request new software license keys, selecting the appropriate Storage Manager / Data Manager options to enable the software on the server. No additional software installation is required, and previous versions of Storage Manager / Data Manager media should not be installed on Case360 versions 10.1.01 and above.

For versions prior to Case360 10.1.01, the Case360 Storage Manager for EMC Centera, Case360 Storage Manager for NetApp Snaplock and Case360 Storage Manager for Optical products are delivered on separate media for installation. Customers running earlier versions of Case360 with these components should continue to use the appropriate installation media for their version. If necessary, Storage Manager media for earlier versions of Case360 can still be ordered separately.

Content Broker Since version 10.1.01, Case360 Content Broker components are built into the Case360 and Service Broker products and are delivered preinstalled in the core product. Custom implemented Content Broker implementations continue to be installed separately. For version 10.1.01 and above, customers who have ordered Content Broker products should request new software license keys, selecting the appropriate Content Broker options, to enable the software on the server. No additional software installation is required, and previous versions of Content Broker media should not be installed on Case360 and Service Broker versions 10.1.01 and above.

July/August 2008 page 31

Prior to version 10.1.01, the Case360 Content Broker products are delivered on separate media for installation. Customers running earlier versions of Case360 should continue to use the appropriate installation media their version. If necessary, Content Broker media for earlier versions of Case360 can still be ordered separately.

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Support of Case Manager 9.1 Support for Case Manager 9.1 ended on December 31, 2007.

Customers still running Case Manager 9.1 are strongly recommended to work with Global 360 Support and PSO to complete upgrades as soon as possible. As stated above, Case Manager 9.1 applications may require some custom development and custom user interfaces to be reworked. New Case360 documentation contains a significant amount of new information on product ‘Significant Changes' that can help with upgrade planning for 9.1, 9.2 and 10.0 deployments. This information is available in the Case360 documentation and Support can provide it separately if required. Case360 customers still waiting to upgrade from 9.1 should consult Global 360 Support immediately to evaluate options for moving to supported versions of the product.

Execute360 Support Policy The Global 360 product support policy provides support for the current major version and the "one back" major version. The current major version of Execute360 is 10.0; G360 Enterprise EX 9.21 is the "one back" version. Global 360 has an extensive roadmap planned for Execute360 10.0 and continues to maintain Enterprise EX 9.21

The following support statements are defined here:

• VMWare Support

• Microsoft Vista Support

• Execute360 10.0

• Supported Components

• Other Retiring Components and Platforms

• Server Localization

VMWare Support Execute360 Server 10.0 has been certified to operate at high volumes on VMWare ESX 3.5 Server. Testing results showed no performance issues, and each virtual machine performed as if it were installed on a native host with a similar configuration.

Global 360 now supports Execute360 10.0 Server and Enterprise EX 9.21 Server and Archive Manager 9.21 on VMWare ESX 3.5 and above.

Global 360 supports Enterprise EX 9.21 Client, Server and Archive Manager, and Execute360 10.0 Server on VMWare Workstation 6 under moderate loads.

Global 360 is able to support to customers running in a VMWare environment, with the caveat that administration, configuration or sizing advice cannot be offered for this environment. Customers deploying Execute360 in a VMWare environment are expected to be skilled in deploying, configuring and troubleshooting VMWare based systems.

Customers are entitled to run EX 6.0 in a virtualized environment such as VMWare if they have the skills and experience to do so. Global 360 is unable to support customers in the configuration of this environment or in issues encountered. For EX 6.0, all software issues need to be replicated in a supported native Windows environment before reporting to Global 360 Support.

Microsoft Vista Support Execute360 (EX) Client 9.21 (including all APIs and components) is now supported with Microsoft Vista and customers are entitled to use it in production. The use of the MSI Installer for client installations should be used for a fully certified Vista installation.

July/August 2008 page 32

Certification was completed with ServicePack 13. No patches are required for the Client Components and Imaging for Windows (embedded version 2.7), however, updates to Workdesk were required to achieve certification; WorkDesk was corrected to utilize unsecured temporary storage locations for transient information.

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Note that certification of Execute360 Client with Vista does not imply certification for Imaging for Windows (2.7 or 2.8) in an environment outside of the Execute360 9.21 client environment.

The future release of Execute360 client 10.0 will also be certified with Vista.

Execute360 Release 10.0 - General Availability The June 2008 release for General Availability (GA) of Execute360 Server 10.0 means that the lifecycle for G360 Enterprise EX Server 6.0/6.1 is drawing to a close. Support for EX Server 6.0/6.1, first introduced in Q4 2002, will continue through December 31, 2008, at which point support will be terminated.

Customers and partners who have been running the Execute360 10.0 Limited Availability version are encouraged to upgrade their installations to Execute360 10.0 SP1, according to the installation instructions in the 10.0 GA release readme document.

Supported Components - At a Glance Server

• 6.x – Planned termination of support December 31, 2008

• 9.21 – Support ongoing - planned to continue through 2010

• 10.0 – General Availability released June 2008

Archive Manager for Optical

• 6.x – Support ongoing - planned to continue through 2010

• 9.21 – Version number will be skipped

• 10.0 – General Availability planned Q3 2008

Archive Manager for Magnetic and EMC Centera

• 6.x – Planned termination of support December 31, 2008

• 9.21 – Support ongoing. Support planned through 2010

• 10.0 – General Availability planned Q3 2008

Client (WorkDesk, WebDesk, administration tools, client components and APIs)

• 6.x – Planned termination of support December 31, 2008

• 9.21 – Support ongoing. Support planned through 2010

• 10.0 – General Availability planned Q4 2008

RBE, Fax Manager and Print Manager

• 9.21 – Support ongoing. Support planned through 2010

• 10.0 – Version 9.21 of RBE, Fax Manager and Print Manager will be supported with Execute360 10.0 until December 31, 2008. After this support will be terminated.

Other Retiring Components and Platforms

With EX 9.21, support for Oracle 8i terminated July 31, 2007. Oracle 8i is not supported with Execute360 10.0. Customers using Oracle 8i should contact their assigned Global 360 representative for migration information.

There is no support for MVS Catalog with Execute360 10.0. Customers using MVS catalog that would like to upgrade to Execute360 10.0 should contact their assigned Global 360 representative for information on migration approaches.

July/August 2008 page 33

Support for DMWS was terminated in Version 4.0, although customers may have chosen to continue its use. It is not expected to operate with Execute360 10.0.

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Request Manager 4.0 was supported with Archive Manager for Optical 6.x, and this support will continue until the end of support for Archive Manager 6.x. Request Manager will not be tested or supported with Archive Manager 10.0, and is not expected to work in this environment.

Global 360 Reports Manager Support Statement The current version of Global 360 Reports Manager is 5.0. Reports Manager Versions 4.1.x, 4.2.x, and 4.3.x are fully supported. Effective with the February 2007 release of Reports Manager 5.0, support for 4.0 was discontinued.

Global 360 Imaging Server 1.x Support Statement The current major versions of Global 360 Imaging Server 1.x and Global 360 Optical Server are Version 1.6.x. The “one back” versions are Imaging Server 1.5.2 and Optical Server 1.5.2.

emVision360 (formerly emPower360) Support Statement The Global 360 product support policy provides support for the current major version and the “one back” major version.

With the release of emVision360 4.0, versions 3.8 and 3.7 become the “one back” and “two back” versions, respectively. Support for 3.8 will continue through September 30, 2010, at which point support will be terminated. Support for 3.7 will cease on September 30, 2009.

Support for 3.5 versions was discontinued on December 31, 2007. Support for 3.6 versions will cease on December 31, 2008.

Keyfile Support Statement The generally available version of Keyfile is 8.1. Supported versions include: 7.2, 8.0, and 8.1.

Keyflow Support Statement The generally available version of Keyflow is 9.1. Supported versions include: 8.5, 9.0, and 9.1.

File360 Support Statement The generally available version of File360 is 5.2.1. Actively supported versions include: 5.0, 5.1.1 and 5.2.1.

Upgrade Assistance Customers in need of Upgrade Preparedness Reviews should contact the Global 360 Education Program Office. Customers in need of upgrade assistance for any Global 360 product should contact their Account Executive, or e-mail to their local support organization. Refer to Contact Information on page 41.

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July/August 2008 page 34

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Support Portal News

New Customer Text Update Feature Customers using the G360 Support Portal now have the capability of updating the “Customer Text” field for closed cases. To do this:

1. Login to the Customer Support Portal.

2. View the case you for which you want to update the text.

3. Click the “Customer Text” button in the lower right portion of the screen:

4. Enter text in the Customer Text field:

5. Click the Save button in the lower right portion of the screen:

The G360 Support Portal is your central 24/7 online support resource for all Global 360 products. There are sections dedicated to software downloads, documentation, knowledge base, product information, content wide searching, code samples, literature, FAQ’s, News & Events, Education, Proactive Services, and Key Requests. You can also log new support cases and view and update your current support cases.

The web address is: http://support.global360.com.

These additions were mainly to the following sections of the portal – Downloads, Documentation, Knowledge Base and Sample Code. Check out all these dynamic sections regularly to ensure that you have the latest available information and software updates.

If you are a new user and would like to have access to the Support Portal, please send us an e-mail request. You can also use the "Need a User ID?" e-mail link under the logon box on the home page to send us a request. Access to the site is reserved for customers with an active maintenance agreement with Global 360 and for Global 360 authorized partners.

Please let us know if you have any ideas for improvements for the G360 Support Portal. We are always open to new ideas to make the G360 Support Portal more useful and feature rich for our customers.

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Technical Documents White papers and other technical documents are available in the Literature section of the Global 360 Support Portal after logging into the site.

The following white Papers are now available:

July/August 2008 page 35

• Insight360 Release 2.0 Summary – BPM technology is rapidly evolving into mainstream status. However, there are still two barriers blocking the wholesale adoption of BPM software that must be addressed: the mitigation of risk traditionally associated with adopting new technology, and the assurance that actual results of process automation or change will meet expectations for operational improvement. To address these industry challenges, Global 360 introduces Release 2.0 of Insight360…

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• Process360 Release 9.5 Summary – The Process360 9.5 release is characterized by a number of new features and enhancements designed to further Process360’s BPM reach within the enterprise. Highlighting this release is Process360’s integration with Microsoft BizTalk. By combining the advanced automation and connectivity capabilities of BizTalk with Process360, Global 360 is able to extend BPM from the desktop to enterprise systems, and to customers, partners, and suppliers…

• Process360 Scalability – Global 360 Process360 is a highly scalable document and process management application built on the Microsoft platform. While a system can run entirely within a single Windows server, a full enterprise system has additional processing units to support the required storage capacity and transaction rates. As large-scale implementations have needs specific to the application, the Process360 configuration can be optimized with specific processing units that provide the required processing power and capacity…

• Case360 Release 10.1 Summary – As customers advance beyond traditional content and workflow applications into mainstream BPM, seamless integration of data and content becomes critical. Traditional document workflow platforms are ill equipped to support the customer’s evolution to BPM. Case360 10.1 bridges the gap between content and data centric applications through the delivery of a number of key features…

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Education News For a limited time, Education Services is offering an exciting “3 for 2” special.

During the month of August, any company that sends three students to the same course (on the same dates), will have to pay for only two enrollments.

Contact the Education Program Office ([email protected]) for further details.

July/August 2008 page 36

Course Title Course Code Dates Location

August 2008

Case360 for Developers Case360-402-ED Aug. 11-15 Nashua, NH

Execute360 Enterprise Management Execute360-203-ED

Aug. 12-13 Dallas, TX

Process360 Application Designer Workshop

Process360-192-ED

Aug. 19 Pawleys Island, SC

Process360 Goal Management Workshop

GCC-101-NX Aug. 20 Pawleys Island, SC

Process360 Delta Workshop Process360-010-ED

Aug. 21 Pawleys Island, SC

Process360 System Internals Process360-120-ED

Aug. 26-28 Pawleys Island, SC

September 2008

Execute360 Fundamentals Execute360-101-ED

Sept. 9-12 Dallas, TX

Execute360 Fundamentals Execute360-101-ED

Sept. 15-19 Paris, FR

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July/August 2008 page 37

Course Title Course Code Dates Location

Execute360 Archive Manager Execute360-201-ED

Sept. 16-18 Dallas, TX

Process360 Web Services Application Development

Process360-212-ED

Sept. 15-19 Pawleys Island, SC

Process360 Workflow Fundamentals Process360-100-ED

Sept. 22-26 London, UK

Process360 Workflow Fundamentals Process360-100-ED

Sept. 22-26 Dallas, TX

Execute360 version 10 Update Workshop

Sept. 25 Paris, FR

Case360 Fundamentals Case360-401-ED Sept. 16-19 Nashua, NH

Case360 Fundamentals Case360-401-ED Sept 30-Oct.3 Paris, FR.

October 2008

Case360 Fundamentals Case360-401-ED Oct. 7-10 Nashua, NH

Case360 for Developers Case360-402-ED Oct. 13-16 Paris, FR

Case360 for Developers Case360-402-ED Oct. 27-31 Nashua, NH

Process360 System Internals Process360-120-ED

Oct. 7-9 London, UK

Process360 System Administration Process360-110-ED

Oct. 21-23 London, UK

Insight360 Process Analysis Insight360-100-ED Oct. 14-15 Alameda, CA

Insight360 Modeling and Simulation Insight360-200-ED Oct. 16-17 Alameda, CA

Execute 360 for Developers Execute360-301-ED

Oct. 21-24 Dallas, TX

Case360 Fundamentals Case360-401-ED Oct. 27-30 London, UK

Visit our G360 Support Portal for more information about our Education programs and other upcoming training courses. After logging in, navigate using the Education Information and View Class Schedule or Register for a Class links in the left menu of the main page. The Education section of the portal also provides information about hotels, travel arrangements, and area information for our various training sites. If you do not have a User ID for the G360 Support Portal, contact Global 360 Support by email ([email protected]), or by phone at 1-800-970-5209 or (585) 424-2339 and one will be created for you. Only customers with a valid support agreement with Global 360 and Global 360 authorized partners are entitled to access the web site.

Contact the Global 360 Education Program Office with any training questions or requests.

In the US and Canada: • E-mail: [email protected]

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• Phone: (800) 970-5209 (toll-free) +1 (585)-424-2339 (International) (585) 465-4185 (mobile) (800) 887-8491 (fax)

For the European and the Asia-Pacific regions, refer to the Contact Information section on page 41 for training contact information.

emVision360 (formerly emPower360) Training The following courses are currently scheduled. Please visit the Global 360 Support Portal to enroll or obtain additional information.

Course Title Course Code Dates Location

August 2008

System Technician (EST) emPower360-508-ED Aug 25-28 Melbourne, FL

September 2008

Forms Design & Setup emPower360-408-ED Sept 15-18 Melbourne, FL

End User & Workflow Design

emPower360-108-ED Sept 30-Oct 3 Melbourne, FL

October 2008

Administration & Workflow Setup

emPower360-208-ED Oct 6-10 Melbourne, FL

November 2008

System Technician (EST) emPower360-508-ED Nov 3-6 Melbourne, FL

December 2008

Forms Design & Setup emPower360-408-ED Dec 8-11 Melbourne, FL

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Professional Services Global 360 Professional Services offers a full range of consulting services to help you build Process solutions. Global 360 can assist your team on specific tasks within the project or actively work with your team throughout the project. Global 360 Professional Services consultants are senior-level technical and business analyst personnel with expertise in product and vertical application areas, as well as the latest information technologies.

For Professional Services contact information in your region, refer to the Contact Information section on page 41.

July/August 2008 page 38

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CAT and Product Update Calls CAT and Product Update Calls offer you the opportunity to discuss current and future product features and plans with Global 360’s senior product representatives. Calls are scheduled quarterly.

Call Schedule Product Date

Execute360 TBD

Case360 TBD

Process360 TBD

emVision360 Wednesday, September 10, 2008

Call agendas with dial-in and webcast information are sent out the week prior to each call.

Call Recordings CAT Call recordings are now available on the Global 360 Customer Support Portal. To download these recordings:

1. Access the support portal at http://support.global360.com

2. Log on to the portal with your User ID and password.

3. Click the Literature section on the left side.

4. Select “CAT Recordings” from the Literature Type drop-down menu.

5. Click the Search button.

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Newsletter Information Newsletter360 continues to bring you the latest facts regarding your use of Global 360 products. Our Global 360 Support Portal also contains the latest product information, patch details, Knowledge Base Items, education schedules and available service offerings.

A range of Global 360 support, development and field staff makes contributions. We welcome your ideas, comments and suggestions for Newsletter360 topics.

You can drop us a line or send your thoughts to: [email protected].

Next Edition of Newsletter360 The next regular issue will be published in September/October 2008.

Is there someone else who should receive Newsletter360? Customers can subscribe to Newsletter360 via the Global 360 Support Portal. This option is located at the bottom of the profile form available from the My Profile link in the header section of the main portal web page.

If you do not yet have a User ID for the portal, please contact the Global 360 Support Team via [email protected] or telephone 1-800-970-5209 to request one.

July/August 2008 page 39

The Global 360 Support Portal is a restricted web site for customers with valid maintenance agreements and for Global 360 authorized resellers.

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Do you want to unsubscribe? Customers can unsubscribe from Newsletter360 via the Global 360 Support Portal. This option is located at the bottom of the profile form available from the My Profile link in the header section of the main portal web page.

If you do not yet have a User ID for the portal, contact the Global 360 Support Team via [email protected] or telephone 1-800-970-5209 to request one.

The Global 360 Support Portal is a restricted web site for customers with valid maintenance agreements and for Global 360 authorized resellers.

Do you want to send a letter to the Editor? Reply to this e-mail with the word “LETTERS” in the message header.

Back issues Back Issues of Newsletter360 are available at our Global 360 Support Portal. Log in, and from the main page, click the Literature link in the left menu to open the Literature Search page. Next, under

Literature Type, click the selection button and select IPP Newsletter. You can then choose from the available back issues.

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July/August 2008 page 40

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Contact Information

Global 360 Worldwide Support Global 360 Support Portal: http://support.global360.com

US & Canada: E-mail: [email protected] Toll-free: 800-970-5209 International: +1-585-424-2339 Alternate Phone: 866-404-7827

Global 360 Education Program Office: E- mail: [email protected] Phone: +1-585-424-2339 Toll-free: 800-970-5209 Mobile: 585-465-4185 Fax: 800-887-8491

Europe (EMEA): E-mail: [email protected] Phone: +33 (0) 1 49 72 31 70 Fax: +33 (0) 1 49 72 31 71 E-mail (Professional Services): [email protected] E-mail (Training): [email protected] Address: EMEA Services Centre, Les Mercuriales – 40 rue Jean Jaurès - F-93176 BAGNOLET Cedex

International Toll-free Numbers UK: 08 009 179 528 Sweden: 020-795092 Portugal: 8008-12693 Italy: 800-786324 Netherlands: 0800-0220457 Belgium: 0800-78830 France: 0800-903390

Asia-Pacific (ASPAC): Support

E-mail: [email protected] Australia: 1 800 658 248 Hong Kong, Taiwan, China: +852 2516 9538 Korea, Malaysia, Philippines, Singapore, New Zealand: +800 6582 4800 All other Countries: +61 3 8508 9032

General inquiries and training

E-mail: [email protected] Australia: +61 3 8619 8999 Hong Kong: +852 2877 7676 Singapore: +65 6720 8030

Upgrades

July/August 2008 page 41

E-mail: [email protected]

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Company Contacts Phil Ayres, Director of Product Management, Case360, Execute360 [email protected] 603-459-0916

Chuck Barnett, Vice President, Information Outsourcing Services [email protected] 210-826-5501

Charles Bisom-Rapp, Service Line Director, Professional Services [email protected] 858-350-9890

Nick Cartolano, Director, Work Management Direct Customers [email protected] 631-463-3441

Gretchen Cevicelov, ESG Support Manager [email protected] 585-424-1950 x250

Ben Cody, Vice President, Product Management and Marketing [email protected] 214-520-1660

Gary Cook, Vice President, ASPAC Region [email protected] +61 (3) 86 19 89 50

Pierre Couëtoux, Director of Professional Services, EMEA [email protected] +33 (0) 1 49 72 31 72

Todd Crooks, Director, WMG/emVision360 [email protected] 321-309-1673

Randi DiPrima, Vice President, Global Partners [email protected] 214-520-1660

Rob Glenn, Vice President, Europe, Middle East, Africa (EMEA) Sales and Service [email protected] +44 (0) 207 467-4863

Denise Govoni, Director of Operations, Work Management [email protected] 603-459-0905

Rhonda Gray, Director of Product Management, Insight360, Process360 [email protected] 510-263-4821

Diana Iadarola, Director, Sales and Work Management Partners [email protected] 585-424-1950

Joe Lapierre, Manager, Education Services [email protected] 214-445-4136

July/August 2008 page 42

Dan Manack, Vice President, Professional Services [email protected] 214-445-4157

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July/August 2008 page 43

Denise Nel, Director, Sales Operations [email protected] 585-424-1950 x491

Lucy Norris, Senior Vice President, Work Management [email protected] 603-459-0922

John Pierson, Senior Vice President, Enterprise Solutions [email protected] 214-445-4102

David Stickney, Director, WMG/File360, Keyfile, Keyflow [email protected] 585-424-1950 x251

Jeff Stokes, Worldwide Support Center Director [email protected] 585-424-1950 x242

Danilo Tomada, Education Manager, EMEA [email protected] +33 (0) 1 49 72 31 70

Product names mentioned in this document may be trademarks or registered trademarks of their respective companies.


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