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Document Capture and Document Management Solutions Questionnaire

Thank you in advance for your help with DMO Solutions. 
Our customers are your customers!
The information you give in the questionnaire will help us provide accurate information on your products to printing solutions resellers all over the world. 
By helping us improve our module on Solutions, you will be getting free, targeted advertising.

To ensure that we cover all the solutions from the office equipment market that are in your catalog, please fill in a questionnaire for each software product that your company designs or sells.
For each Solution you want to tell us about, follow the instructions at the end of the questionnaire, or click on the link in the mail again.

This Questionnaire is for Document Capture and Document Management Solutions.  If you would like to fill one in about Print Accounting Solutions or Printer Fleet Management apps, please fill in this one, or just get in touch with us.

To make it as easy as possible for you, most of the questions are phrased for Yes/No responses.  You can choose N/A for Not Applicable.  There is a Comments box at the end of each section.

If you have any questions or comments, please drop me a line: eb@datamaster.fr

Edward BILSON




* obligatory
The following questions are about you, and the software concerned with this questionnaire.
What is your surname? *
What is your first name? *
What is your company's name? *
What is your email address? *
What is the date? *
On which software product are you providing details? *
What are the strengths of this product, in your view? (optional question)
Please describe the product in a few lines.
What is the latest version of the software?
Are product updates distributed automatically?
yes     no     n/a
The following questions are about the Solution architecture.
Is there a software module to deploy on an MFP?
yes     no     n/a
Is there a server/MFP client architecture?
yes     no     n/a
Regarding compatibility among MFPs in a multi-brand environment, will the provision of different MFP client modules increase the cost of the solution?
yes     no     n/a
Or are MFP client modules bought on a per-CPU basis regardless of MFP make and model?
yes     no     n/a
Is there a workstation client application?
yes     no     n/a
Is there a server/workstation client architecture?
yes     no     n/a
Is there a server/web client architecture?
yes     no     n/a
Does the software support content servers?
yes     no     n/a
Can the software support a multi-site infrastructure?
yes     no     n/a
Is the software compatible with CITRIX servers and terminal services?
yes     no     n/a
Can the software be provided as a service (SaaS, Cloud)?
yes     no     n/a
Do you have any additional comments about the system architecture for your product?
The following questions are about installation and server requirements.
For which server OS is there support?
Windows Server 2003 32 bits
Windows Server 2003 64 bits
Windows Server 2008 32 bits
Windows Server 2008 64 bits
Windows Server 2008 R2
Windows Server 2012
Windows Server 2012 R2
Windows Server 2016
Linux
other, please state which :
Which of the following statements describe the software's chief component's installation requirements?
It may be installed on a server
It has to be installed on a server
A dedicated (application) server is required or recommended
It requires several servers
The main software installation can be on a client PC
Clients can be web-based (i.e. via a browser)
A workstation client is a requirement for operation or administration
(If Windows) it requires an IIS
(If Windows) it requires a dedicated IIS
Do you have any additional comments about Installation requirements?
The following questions are about workstation OS support for the client application, or for the main installation if this does not require a server OS.
Which of the following are supported?
Windows XP
Windows Vista
Windows 7
Windows 8
Windows 10
Mac OS X
Linux
iOS
Android
Do you have any additional comments about Client Installation?
The following questions are about databases.
What type of database does the software use?
SQL
mySQL
Oracle
FoxPro
IBM DB2
don't know
other, please state which :
Do you have any additional comments about Databases?
The following questions are about user authentication at the MFP.
Can a user be authenticated at the MFP (directly or by means of an additional terminal managed by the software)?
yes     no     n/a
Can user authentication be based on LDAP?
yes     no     n/a
Does the software provide its own user authentication system?
yes     no     n/a
Is there another third-party user authentication system? If so please give details.
Are badge readers supported?
yes     no     n/a
Do you have any additional comments about User Authentication?
The following questions are about administering the system.
Is there an administration console?
yes     no     n/a
Can the MFP interface be configured?
yes     no     n/a
Is an API available for the software?
yes     no     n/a
Do you have any additional comments about Administering the software?
The following questions are about Software Development Kits.
Is a Software Development Kit available?
yes     no     n/a
What is the cost of the SDK ?
Is the SDK free?     Does the SDK cost less than €1000/$1300?     Does the SDK cost more than €1000/$1300?
Do you have any additional comments on SDKs or the other items above?
The following questions are about the markets you operate in and the language versions of your product.
Which of the following markets is the software targeted at:
Schools or universities?
Legal offices?
Architects?
Accountants or financial consultants?
Medical centers?
Small or medium-sized enterprises?
Public sector clients?
Large companies?
Which language versions of the software are available?
English
French
Spanish
German
Italian
Arabic
Russian
Which markets is the software available in?
EMEA
North America
Asia and Australasia
Do you have any additional comments on Markets and Language versions?
The following questions are about the way the software is licensed.
Which of the following options describes the way the software is licensed?
The software is free.
per MFP
per workstation
per server
per user
per unit usage (e.g. per page or per doc)
Is there anything else you would like to add about pricing and the licensing of your product? Please give details of the differences between editions.
The following questions are about document capture.
Can the software directly manage the scanning process?
yes     no     n/a
Can a scanning sheet (or similar) manage the processing or routing of scan output wholly or in part?
yes     no     n/a
Does the software manage forms?
yes     no     n/a
Can the software "learn" new forms?
yes     no     n/a
Does the software provide a tool for designing forms?
yes     no     n/a
Do you have any additional comments on Document Capture from the scanner?
The following questions are about processing documents other than those output by the scanner.
Can the software process documents other than those output by the scanner?
yes     no     n/a
Which of the following file types can be managed by the software?
pdf
tiff
bmp
jp(e)g
html
doc(x)
txt
xls(x)
ppt(x)
xml
spool files
others, please state which :
Does the software integrate with Microsoft Exchange (or Outlook clients) to process email?
yes     no     n/a
Does the software integrate with Lotus Mail to process email?
yes     no     n/a
Does the software integrate with any other email systems to process email?
yes     no     n/a
Can the software manage documents from the following locations:
LAN
Separate sites (please state technology e.g. Citrix)
Do you have any additional comments about network document processing?
The following questions are about scanned image processing.
Does the software process images?
yes     no     n/a
Which of the following processes may be applied using the software?
Image improvement
Blank page removal, MTIFF
Blank page removal, .pdfs
Document fusion or assembly
Separator pages
Image annotation
Highlighting
Deletion of key words
Bates stamping (or similar)
Application of barcodes
Can processing deliver formats other than PDF (e.g. PDF/A, Secure PDF) or modify existing aspects of a PDF file (e.g. compression)?
yes     no     n/a
Can the following formats be delivered?
PDF/A
TIFF
Do you have any additional comments about scanned image processing?
The following questions are about OCR.
Does the software manage OCR?
yes     no     n/a
How many different languages can the OCR module read (dictionaries)?
Does the OCR module output into MS Office format(s)?
yes     no     n/a
Can specified areas of a document be targeted e.g. for indexing (Zonal OCR)?
yes     no     n/a
Do you have any additional comments about optical character recognition?
The following questions are about barcodes.
Can the software read barcodes?
yes     no     n/a
Can barcode data be used as index data?
yes     no     n/a
Can barcode data be used for routing?
yes     no     n/a
Do you have any additional comments about barcode usage?
The following questions are about document metadata and indexing.
Does the software manage indexes or any metadata?
yes     no     n/a
Can index data be entered on the MFP screen?
yes     no     n/a
Can index data be entered in the software?
yes     no     n/a
Can metadata from a linked database be given to the image?
yes     no     n/a
Can indexing data be applied automatically (e.g. date, user)?
yes     no     n/a
Can the software classify documents automatically from index data?
yes     no     n/a
Can OCR'd content be used to provide index data?
yes     no     n/a
Do you have any additional comments about document Indexing?
The following questions are about Connectors to downstream databases and applications.
Are connectors available from the software to other applications or databases?
yes     no     n/a
Is a connector available for:
Azur Conception GED-Expert
Box.net
Capita
Captaris Alchemy
Clarifire
CT Summation iBlaze
Dentalvia MacDent (TasksOrganizer)
DigitalOne Document Management
DigitalOne WebCoding
DocRecord
DocSystem
Docubase
DOCUGED
Document Locator
Document Manager (Infonic)
Docuversal
DocuWare
Dropbox
Dropbox Premium
EasyEnterprise
eBible
EMC Documentum ApplicationXtender
e-PCS
FileDirector
Formic Fusion
Fortis
GenApi
Google Docs
Hyperwave
IBM Content Manager
IBM FileNet P8 Content Manager
IBM Lotus Domino Document Manager
ImageNow
Immediacy DMS
Interwoven Worksite MP
INVU
iSynergy
K2 Workflow
Lamy Solutions CICERON
Lamy Solutions CLIOR
Lamy Solutions HELIASTE
Laserfiche
LexisNexis Axxia Case Manager
LexisNexis Time Matters
LibertyNET Enterprise/Office
Load File Creator Integration Solution
LOGITOGE
Microsoft SharePoint
Novadys DOCUMIND
Novaxel
OnBase
Open Text eDOCS R/KYV
Oracle Stellent Content Manager
Questys Pro/Enterprise
QuickBooks
Ricoh DocumentMall
Ricoh eCabinet
Sage
SAPERION
Scanfile
SureClose
Therefore
Thomson Elite ProLaw
W4 BPM Suite
windream
World Software Worldox
Xerox DocuShare
Xythos
ZyIMAGE
others, please state which :
Can a tool be provided with or within the software for configuring connections to downstream databases / business process applications?
yes     no     n/a
Would you like to add any comments about Connectors?
The following questions are about Routing documents.
Can the software transmit documents to network locations, to other applications or databases?
yes     no     n/a
Which of the following destinations are supported?
Network folders
FTP locations
email addressees
Can a LDAP-authenticated MFP operator browse network destinations?
yes     no     n/a
Can an authenticated user be presented with a tailored list of routing destinations?
yes     no     n/a
Can the software present fields from the downstream database or application to users (for indexing):
within the software client?
on the MFP screen?
Do you have any comments about Routing?
The following questions are about document storage.
Does the software provide its own document storage system?
yes     no     n/a
Are all file types supported?
yes     no     n/a
Are email messages supported?
yes     no     n/a
Does the software connect directly to Outlook (or Exchange)?
yes     no     n/a
Are blog or wiki contents supported?
yes     no     n/a
Do you have any comments on Document Storage you would like to add here?
The following questions are about the functional limits of the software.
What is the maximum number of documents that the document store can hold?
Can the store hold an unlimited number of documents?
yes     no     n/a
Is the document store unlimited in terms of size?
yes     no     n/a
What is the maximum number of document store users?
Do you have anything else to add about Document Storage?
The following questions are about searching the document store.
Does the software have an integrated search engine?
yes     no     n/a
Does the search engine support the following:
full-text retrieval?
context-oriented retrieval?
full-text and index search combined?
Would you like to add any further comments about Searching?
The following questions are about displaying and manipulating documents within the software.
Can documents be displayed by the software?
yes     no     n/a
Can multiple pages of the documents be displayed in miniature?
yes     no     n/a
Is there a "slideshow" view?
yes     no     n/a
Is there a means to filter documents for display?
yes     no     n/a
Does the software support directory management?
yes     no     n/a
Can the document status be selected for search or filtering?
yes     no     n/a
Can duplicated documents be isolated?
yes     no     n/a
Can documents be redacted?
yes     no     n/a
Can references and links be added to documents in the store?
yes     no     n/a
Can documents be sent to other users from within the software?
yes     no     n/a
Can emails be sent from within the software?
yes     no     n/a
Can documents be printed from within the software?
yes     no     n/a
Can documents be faxed from within the software?
yes     no     n/a
Would you like to add any comments about Document Display or Handling?
The following questions are about document version control.
Does the software support document versioning?
yes     no     n/a
Does the software support document status or states?
yes     no     n/a
Does the software support checking in and out of documents?
yes     no     n/a
Is document version managed during access, distribution and display?
yes     no     n/a
Is there the notion of minor/major version control?
yes     no     n/a
Is there any notion of draft status or release management?
yes     no     n/a
Please add any comments about Versioning.
The following questions are about workflows and content management.
Can the software manage workflows?
yes     no     n/a
Is there automatable distribution of workflow documents?
yes     no     n/a
Is there an integrated process design tool?
yes     no     n/a
Is there a means to manage document authorization?
yes     no     n/a
Can workflows be audited?
yes     no     n/a
Does the software support document lifecycle management?
yes     no     n/a
Are there document retention policies?
yes     no     n/a
Can end-of-life or follow-up dates be set for documents or folders?
yes     no     n/a
Can a validity period be set for a document or folder?
yes     no     n/a
Can expired content be marked as such?
yes     no     n/a
Have you got anything to add about Workflow or Content Management?
The following questions are about Archiving.
Can the software support the archiving of documents whilst retaining their legal value?
yes     no     n/a
Can PDF/A files with digital signatures be managed?
yes     no     n/a
Traceability: is access to archived documents controlled by the software?
yes     no     n/a
Traceability: is access to archived documents monitored by the software?
yes     no     n/a
Traceability: are the storage locations for the archives retained over time?
yes     no     n/a
Would you like to add any comments regarding Archiving?
The following questions are about compliance.
Is there an auditable trail of document store events?
yes     no     n/a
Is there an audit trail of access to documents?
yes     no     n/a
Is there auditing of field accuracy?
yes     no     n/a
Does user authentication and password control conform to HIPAA?
yes     no     n/a
Are there data recovery or data availability processes?
yes     no     n/a
Are the following regulations adhered to:
AES 256: All data stored is encrypted
ISO 15408 Certification for Data Security Kit (E)
ISO 15489:2001 on Records Management
ISO 15836:2003 on document metadata
ISO 19005-1: file formats for long-term conservation of electronic documents
ISO 23081-1 : 2006 Management processes and metadata
ISO 26300: Open Document formats
MoReq: Requirements for electronic archive organization
NF Z 42-013: Specifications relating to IT systems for conserving the integrity of documents held therein
Have you any additional comments about Compliance?
The following questions relate to document security within document management system document stores.
Is there authentication of users?
yes     no     n/a
Can access be granted to groups of users?
yes     no     n/a
Can access be controlled by role?
yes     no     n/a
Does the software have its own user access control system?
yes     no     n/a
Is any change to or manipulation of archived documents and records precluded?
yes     no     n/a
Do attempts to breach security, or any changes breaching security setting cause alerts and notifications to be raised?
yes     no     n/a
Can deleted items be restored?
yes     no     n/a
Are all relevant system activities logged?
yes     no     n/a
Can the document store be patrolled for keywords?
yes     no     n/a
Can access to the document store be limited to SSL connections?
yes     no     n/a
Do you have anything to add relating to Document Security features of the software?