Upstream Apps

Watch Folders

DocuShare

Repository

Content Parsers

File Types

Metadata Structure

Pipeline / Buffer

Sockets

Recovery

Interface

Connection

Listener

Parser Selection

& Metadata Mapping

Intake Manager

Interface

Content Intake Manager

Xerox DocuShare Content Intake Manager

Enable Production Scanning and Multiple Document Channels

Xerox DocuShare Content Intake Manager

enables production-quality scanning and

greatly expands the volume of content

that can be brought into and shared within

DocuShare. Using the Content Intake

Manager, organizations can now capture

high-volume streams of scanned TIFF

images, PDF files, ZIP files, electronic

forms, and more during document

management and business process activ-

ities. This is possible through a definable

Socket interface that allows organiza-

tions to add widely different content

channels, including new device classes,

to a DocuShare installation—quickly and

easily. The incoming streams of raw data

are automatically converted into managed

documents, complete with metadata and

security permissions, and delivered to

Key Benefits

Import volumes of content from multiple

entry points:

Fax servers

Production scanning stations

Multifunction devices (MFDs)

Email

Forms processor

FTP locations

Third-party applications, such as Kofax

Expand the content types that you can

leverage within DocuShare:

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PDF

ZIP

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TIFF

JPEG

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Rapidly convert raw data into managed

documents, complete with metadata

and access permissions

• Electronic forms

Feature Focus

Content Intake Manager

System administrators can establish new device and application connections that link content intake directly into specific business processes.

designated DocuShare collections for

future use. Any type of content from any

part of the organization can be leveraged,

enabling greater responsiveness, efficiency,

and business value.

The Content Intake Manager delivers

these benefits by allowing system

administrators to configure and enable

Content Intake Sockets in order to

establish new device and application

connections, manage the fow of content

into the system’s Sockets, and control

where and how production content

comes into DocuShare. When linked

with the workfow capabilities of Xerox

DocuShare CPX, this centralized control

enables managers to link inbound content

directly to specific business processes.

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© 2007 Xerox Corporation. All rights reserved. Xerox and DocuShare are registered trademarks of Xerox Corporation. All other trademarks are the property of their respective companies and are recognized as such. 3/07

610P728680

Content Intake Sockets

Content Intake Sockets are the critical

links between the DocuShare environment

and the various content channels, greatly

increasing the number of conduits that

enterprises can use to bring content into

DocuShare. Every Socket is predefined

to accept content from a specific channel.

This includes criteria to identify the type

of information and metadata that may

pass through the Socket, how it should

arrive, and how it should be subsequently

managed. When content and metadata

matching these specifications reach the

Socket, it parses the data according to

the predefined criteria, converting the

incoming XML, CSV, or other fat file

data into DocuShare properties and

storing the complete content set in

the appropriate DocuShare location.

How to Connect a Device

To use a Content Intake Socket, the

system administrator must first estab-

lish a connection through a specific

type of Socket. Each Socket can have

multiple connections; for example,

from ten similar scanning stations

each located in different remote loca-

tions. However, the incoming content

must match the Socket’s predefined

criteria for it to enter the DocuShare

environment.

The steps for connecting a device

to a Socket are straightforward:

Determine which Socket will be

used for the connection (e.g., a

generic multifunction device through

a network folder with metadata

provided in individual XML files for

each document).

Configure the connection pathway

(the exact location of the network

folder, for example).

Configure the content destination

(document type, designated collec-

tion, initial user access control list).

Map the incoming metadata to

the properties of the selected

document type.

Specify names for log files and

locations for input exceptions.

Activate the connection.

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2.

3.

4.

5.

6.

Scanning documents often includes the

capture of operator-entered metadata that

can be keyed through a personal worksta-

tion or a scanning workstation, such as a

Kofax. Both the images and the associated

descriptive data are placed into watch

folders, based on the device or subsystem

used to scan the paper document. The

Content Intake Manager monitors the watch

folders and brings the images and metadata

from related XML/CSV files into complete

DocuShare documents. The documents

are then delivered into the designated

DocuShare CPX collection where the content

can then participate in predefined workfows.

Companies with large scanning require-

ments may need to scan and upload

document images using several dedicated

scanning systems. The Content Intake

Manager can be configured to accept

content from many different document

sources, such as:

Invoices from accounts payable

Employee documents (W2s, contracts, I-9s)

from human resources

Timecards from payroll

Time-off requests from Web-accessible

e-forms

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Adapting Content Intake Sockets

Content adapters make it easy for system

integrators and others to adjust a Socket’s

predefined criteria, so it can accept

content from slightly different connec-

tions than originally designated. For

example, a Socket configured to accept

data from a specific e-form server can

be adapted to recognize content from

another manufacturer’s server. This

lets companies leverage their existing

equipment and applications instead of

purchasing new ones.

Content Intake Manager is just one of

the key features available in the Xerox

DocuShare products, enabling enterprises

to more efficiently capture, automate, and

leverage the content that drives critical

business functions.