R-2015-174 2015-10-12RESOLUTION NO. R2015-174
A Resolution of the City Council of the City of Pearland, Texas,
authorizing the procurement of additional Laserfiche modules, user
licensing and implementation services from MCCi in the amount of
$74,035.94.
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF PEARLAND, TEXAS:
Section 1. That the City Council hereby authorizes the procurement of additional
Laserfiche modules, user licensing and implementation services from MCCi in the amount
of $74,035.94.
Section 2. The City Manager or his designee is hereby authorized to execute a
contract for the procurement of additional Laserfiche modules, user licensing, and
implementation services from MCCi.
PASSED, APPROVED and ADOPTED this the 12th day of October. A.D., 2015.
ATTEST:
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Y SE
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FING, T
ETARY
APPROVED AS TO FORM:
64_
DARRIN M. COKER
CITY ATTORNEY
Fak
TOM REID
MAYOR
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PRICING PROPOSAL
PO Box 2235
Tallahassee, FL 32316
850.701.0725
850.564.7496 fax
Laserfiche Order
Complete and return to:
finance@mccinnovations.com
Client Name: Pearland, TX Order Date: September 18, 2015
Product Description: Qty. Cost DIR-SDD- Total
2502
ECM SOFTWARE LICENSING - CLASSIC LASERFICHE
0 LF Records Management Module 1 $6,000.00 $5,595.00 $5,595.00
O LF Full User 30 $650.00 $606.13 $18,183.75
El Snapshot Plug In 30 $100.00 $93.25 $2,797.50
O Email Plug In 30 $80.00 $74.60 52,238.00
El Import Agent 1 $1,495.00 $1,394.09 51,394.09
El OCR Scheduler for Laserfiche - Requires one 1 $1,500.00 $1,398.75 $1,398.75
dedicated Laserfiche User License
Document Management Software and $31,607.09
Licenses Total
BATCH PROCESSING MODULES FOR LASERFICHE
Quick Fields is licensed per machine
0 Quick Fields 1 5595.00 $554.84 $554.84
O QF Agent 1 $9,995.00 $9,320.34 $9,320.34
O Zone OCR and Validation Package 1 $2,795.00 $2,606.34 $2,606.34
Includes Zone OCR and Pattern Matching
O Real Time Look Up and Validation Package 1 $595.00 $554.84 $554.84
Includes Real Time Look Up and Pattern Matching
Batch Process Modules Total $13,036.35
ANNUAL SOFTWARE SUPPORT - BASIC LSAP
El LF Records Management Module 1 $1,200.00 $1,200.00 $1,200.00
El LF Full User 30 $130.00 $130.00 $3,900.00
O Snapshot Plug In 30 $20.00 $20.00 $600.00
O Email Plug In 30 $16.00 $16.00 $480.00
El Import Agent 1 $390.00 $390.00 $390.00
O OCR Scheduler for Laserfiche - Requires one 1 $330.00 $330.00 $330.00
dedicated Laserfiche User License
O Quick Fields 1 $120.00 $120.00 $120.00
O QF Agent 1 52,000.00 52,000.00 52,000.00
O Zone OCR and Validation Package 1 $560.00 $560.00 $560.00
Includes Zone OCR and Pattern Matching
El Real Time Look Up and Validation Package 1 $120.00 $120.00 $120.00
Includes Real Time Look Up and Pattern Matching
O Managed Services for Laserfiche 1 51,260.00 $1,260.00 $1,260.00
Laserfiche Managed Services needs are
estimated based on the current software
components provided herein: up to 10 hours.
Training Center 25 - 49 Users 1 $2,840.00 $2,840.00 $2,840.00
Annual Support Total $13,800.00
For budgetary purposes, the Client should include $14,285.00 in annual budget for
renewal of LSAP, Managed Services, and the Training Center for the software quoted
above.
MCCi PROFESSIONAL SERVICES
Q Quick Fields Onsite Training, per day 1 $2,200.00 $1,980.00 $1,980.00
*Travel expenses included.
Basic Onsite Training of software, per day 5 $2,200.00 $1,980.00 $9,900.00
(4 days - General User, 1 Day- RME Module)
Workflow training and installation excluded.
Travel expenses included.
MCCi Project Management Services *Up to 1 $3,712.50
25 hours
Professional Services Total $11,632.50
Total Project Cost $74,035.94
PAYMENT & BILLING TERMS
MCCi will invoice one hundred percent (100%) of the software and support upon delivery of software. If services are
included, the balance of the total project will be invoiced upon completion of the proposed professional services, which may
be broken up based on the completion date of specific services. Sales tax will be included where applicable. Payment will be
due upon receipt of an invoice.
Laserfiche software and help files are provided electronically. If hard copy manuals or software is desired, there is a $50
additional charge. This will need to be requested.
Note: MCCi will prorate the support of this additional software to be congruent with your current Laserfiche system's support
(LSAP) dates, the purpose of which is to align all software with one support date so maintenance of your account is made
easy. MCCi will bill for the actual amount of support, which may be higher or lower than quoted. To ensure you are
budgeting correctly for future renewals, please add the amount listed in the budgetary note above to your current
budgeted renewal amount.
21
MCCI STANDARD SERVICES
To determine which services and products are included with your project, please refer to the Pricing Proposal
above.
MCCi prides itself in providing high quality professional services and support. Providing the most
advanced level of tech support via the web, e-mail and phone, you can rest assured that MCCi will
provide you with profession installation, training and support services. Our clients can rely on us to
provide a continual flow of information through our technical bulletins and newsletters.
MCCI PROJECT MANAGEMENT SERVICES
MCCi Project Managers are CDIA-certified and Laserfiche Certified. The CDIA (Certified Document
Imaging Architect) is awarded after a comprehensive and rigorous exam focused on a broad spectrum of
document and records management objectives. There are multiple Laserfiche Certifications and MCCi
focuses on maintaining all of them. MCCi Project Managers administer these services and concentrate
on defining business requirements and the deliverables that follow. The MCCi Project Manager will
work with the client's point of contact to put together a project plan that clearly defines the scope of
services of the Project Management services. These services are included to ensure the Client is
prepared for the final project implementation.
Implementation
Client Consultation - The assigned MCCi Project Manager will perform a remote pre -installation solution
development plan including configuration of security rules for the Client prior to installation and
training. This consultation will include a review of current document organization and retrieval practices
to determine desired indexing methods, as well as other basic system set up needs. Once this
information has been gathered and provided to the MCCi project manager, the basic folder structure,
document naming scheme, scheme, and template set-up will be configured prior to onsite training.
Remote Installation and Configuration — Software installation and configuration may occur remotely as
part of the Project Management services to ensure the onsite time purchased is focused on the direct
objective. Please refer to the pricing proposal to determine if the onsite time will include installation
and configuration.
Remote Training — Project Management services may be utilized for training administrators or users
remotely if not providing onsite training. Please refer to the pricing proposal to determine the training
model quoted.
LASERFICHE BASE SOFTWARE TRAINING SERVICES
The client is provided with either instructor -led hands-on training or train -the -trainer training in the
operation of the Laserfiche Software and Plug -ins, and the scope of all training services to be performed
is notated in the Pricing Proposal. These services will be provided onsite or remote, please refer to the
Pricing Proposal to determine which has been quoted. Below are some sample outlines based on user -
roles and system modules:
System Administration Training
• Client and Server Installation Procedure
• Users and Groups — Active Directory
• Security
• Templates
• Tags
• Document Relationships
3
Records Management
Volumes
System Settings
Back Up Procedures
Troubleshooting Procedures
Technical Support Overview
Full User Training
Introduction to Laserfiche
Folders and the Folder Browser
Scanning and Importing
OCR and Full Text Indexing
Document Display
Index Card/Templates
Document Retrieval by Index Fields or Text (Searching)
Annotations
Extracting a Document from Laserfiche
Briefcasing and Migrating Documents
Customize Laserfiche
Volumes
Security
Advanced Features — Plug -ins
41
MCC1 ADVANCED IMPLEMENTATION SERVICES
'The following services listed have been included in your Pricing Proposal based on the recommendation of your
Account Executive. Please consult with them for any questions.
RECORDS MANAGEMENT MODULE TRAINING
• Please note that client should have full knowledge of internal records management policies and have
prior experience in records management. This training will be quoted for clients with the Records
Management functionality of Laserfiche. Please refer to your Pricing Proposal to determine if this is
included.
• Record Series
• Record Folders
• Document Links
• Versioning
• Security Tags
• Vital records
• Cutoff criteria
• Cutoff eligibility
• Retention Period
• Disposition Actions
• Hold Period
• Time Dispositions
• Event Dispositions
• Interim Transfers
• Final Disposition
• Destruction
• Permanent Records
• Accession
• Freezing
Admin Console Setup for Records Management
• Cycle Definitions Setup
• Locations Setup
• Retention Schedules Setup
• Cutoff Instructions Setup
5
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To determine which products are included with your project, please refer to the Pricing Proposal
LASERFICHE PLUG -INS
Laserfiche Plug -Ins, Utilities, and Tools
MCCi can provide additional Laserfiche Plug -ins Utilities, & Tools software. Laserfiche offers a selection
of modules and development tools designed to let you tailor Laserfiche to meet your needs. Certain
Plug -Ins may be bundled differently based on the Laserfiche platform. Please refer to the pricing
page/pricing proposal to determine which modules have been proposed.
Capture Modules
Laserfiche ScanConnect`"': allows ISIS scanning. A collection of ISIS scanner drivers is included with
Laserfiche ScanConnect. These drivers allow images to be scanned through supported scanners.
ScanConnect 7.x is can be purchased as an add-on to both Laserfiche scanning and Quick Fields.
Laserfiche Snapshot'": Laserfiche Snapshot is included with both Avante and RIO Full Named User
Licenses, and can generate images and text from an electronic file (e.g. a Word document, a web page, a
text editor, etc.). The files generated by Laserfiche Snapshot capture the content of the electronic file at
the time that it was processed. In other words, they represent an accurate portrayal of an electronic file
at a given point in time. The images and text created from an electronic file are then stored in a
Laserfiche repository. As you can see, Laserfiche Snapshot can be used as a tool to archive a particular
version of an electronic file. Laserfiche Snapshot can process any electronic file that can be opened with
a Windows application that has printing capabilities. This feature is automatically included with every
Full User purchase.
Laserfiche Import Agent: Import Agent is a tool for automatically retrieving files stored in a Windows
folder and importing them into a Laserfiche repository. The Windows folder can be local to the Import
Agent machine or stored on a network drive. During the import process, Import Agent can process the
files (e.g., perform OCR), use XML data as part of the process, and perform additional tasks.
OCR Scheduler for Laserfiche: MCCi developed this tool. It provides a simple and effective way to mass
OCR documents in Laserfiche. It allows administrators to configure multiple OCR sessions. Sessions are
created based on selecting folders within a specific Laserfiche Repository and scheduling the time to
begin the OCR process. Benefits:
• Efficiency: Clients can schedule the tool to perform the OCR function, rather than tie up
machines during the normal working rhythm.
• Support/Search Content: Leaving the responsibility in users hands to conduct OCR can lead
to incomplete processing. The tool provides assurance that everything in need of OCR is
being addressed without end user interaction.
"Quick Fields" (QF) Batch Processing Tools: Quick Fields is a suite of Batch Processing utilities created
by Laserfiche. Avante and RIO bundle each of these features differently, which is reflected in the Pricing
Proposal section:
• Laserfiche° Quick Fields"' automatically captures useful information from paper and electronic
documents and organizes it for fast retrieval. Quick Fields transforms data capture from a costly and
labor-intensive operation into an efficient process by collecting precise pieces of information from
the masses of unstructured data flowing into your organization. Quick Fields improves the speed
and accuracy of data capture while giving authorized staff instant access to the information they
need to work effectively.
6
SOFTWARE DESCRIPTIONS
• QF Bar Code Validation Package: The Bar Code add-on reads bar codes on a specified page in the
document. The value returned by the bar code process can be used to identify a page, populate a
field, determine the document name, or determine where the document will be stored. Bar Code is
very powerful when combined with Real Time Lookup. Supported barcode formats: Codabar, CODE
39, CODE 128, EAN 8, EAN 13, Interleaved 2 of 5, UPCA, and UPCE.
• QF Real-time Look up Validation Package: Lookup populates template fields and validates
metadata by retrieving data stored in third -party databases and other applications.
• QF Zone OCR Validation Package: Images that contain clearly printed or typed information can be
converted to text files through a process called OCR (Optical Character Recognition). Once text has
been extracted from an image, it can be sent along with the image to the repository. Once the
document has been imported into the repository, the extracted text will be associated with the
corresponding image in the document. The International Zone OCR add-on will scan a zone on an
image for text. Only text found within the zone will be extracted. The data returned by this process
can be used to identify a page, populate a field, determine the document name, or determine where
the document will be stored. The International Zone OCR add-on can be installed when Quick Fields
is first installed or after it has already been installed.
• QF Forms Alignment: automatically repositions scanned documents to match a master form,
correcting for scanning errors and improving data extraction.
• QF Document Classification: designed for clients who deal with multiple forms, and will recognize
and process multiple document types.
• QF Auto Stamp/Redaction/Bates Numbering: The Bates stamp option is a document auto -
numbering annotation option
• QF Optical Mark Recognition: detects handwritten information, including marks on surveys, tests
and ballots.
• QF Agent: enables administrators to schedule forms processing around the clock and run Quick
Fields sessions without operator intervention, reducing labor costs and optimizing business
processes.
• QF Forms Identification: automatically recognizes the form or document based on its overall
structure, even in the absence of bar codes, form data or other distinguishing information.
• QF Forms Extractor: removes form outlines to isolate data for more accurate capture.
• QF Scripting Kit: Offers a script editor, which allows developers to write C# and VB.Net Scripts, and
insert the scripts into a Quick Fields Session.
Distribution Modules
• Laserfiche Public Portal - Weblink'": The WebLink module publishes select documents in a
Laserfiche repository to an intranet or the Internet in read-only form. Documents can be made
available through the Web almost instantly, and users need only an Internet browser in order to
access them. Built on ASP .NET, WebLink can be customized to match the look and feel of an
organization's Internet or intranet site.
• Laserfiche WebAccess: Laserfiche Web Access is a Web browser -based thin client offering virtually
all of the document management capabilities of the standard Laserfiche interface. Web Access
allows your IT staff to roll out high-volume Laserfiche access without increasing your organization's
application support burden. Authorized users organization -wide enjoy simultaneous access to
documents, whether they are using the corporate intranet or logging in from a branch office. In
addition, access to Laserfiche Mobile and the Laserfiche Sharepoint Integration resources, is made
through Laserfiche WebAccess.
7
SOFTWARE DESCRIrrIONS
o Laserfiche Mobile Access Options: Laserfiche Web Access or Laserfiche Forms is
required for any/all mobile access options. Web Access Light & Laserfiche Mobile are
both options for providing mobile access to your Laserfiche solution:
• Web Access Light: Designed for Blackberry, Chrome, Opera and Safari mobile
browsers, offers a lightweight Web interface for popular mobile devices,
enabling users to search and retrieve documents, as well as approve documents
and participate in workflow automation processes, while away from their
desktop computers.
■ The Laserfiche Mobile iPhone app takes advantage of the iPhone's touch
screen, gesture recognition and high resolution interface to provide users with
an immersive experience. Features include:
• Create and upload new content with the iPhone camera.
• Automatically crop, straighten and enhance captured information, with
full text recognition.
• Copy, move, rename, download, e-mail, print or delete content.
• Browse for documents in a folder structure or search the entire
repository
• Participate in workflow automation processes by accessing metadata
fields.
• Interaction with Laserfiche Forms
• The Laserfiche Mobile iPad app gives employees the ability to securely view and
update content from wherever they are. Features include:
• Provides secure access to documents and metadata
• Enables users to create and upload new documents
• Participate in Workflows on the go
• Interaction with Laserfiche Forms
• Laserfiche Mobile for Android allows you to :
• Search across all documents in a repository
• Pan, zoom, rotate, and easily access metadata while working with a
document in the Document Viewer
• Quickly create and upload new documents from your device's camera,
images in your device's gallery, and files stored on your device
• Full support for Laserfiche Business Processes, including starting
business processes and viewing their details
• Use personal libraries to create task lists or group related entries to
make working with them faster and easier
• Add, edit, and view entry metadata
• Copy document text for use in other apps
• Process, clean up, and compress captured documents for easier viewing
• Capture the geographic coordinates of an image to allow linking
documents to their mapped location
• View and export PDFs and other electronic documents
• E-mail document or folder links to colleagues
• Manage documents using copy, move, rename, print, and delete
• A variety of security options keep documents secure in Laserfiche and
on your device
• Widget lets you quickly upload new documents and images
8
S(11] %RE 1)1 ' 1)1 M 101'1 I(
• Interaction with Laserfiche Forms
o Laserfiche Sharepoint Integration: The Laserfiche and SharePoint Integration (LfSPI) is
built on the power of Laserfiche Web Access (Therefore Web Access is required for the
Laserfiche Sharepoint Integration), a Section 508 -compliant thin client that reduces
installation, support and maintenance requirements.
• Laserfiche Plus'"' Laserfiche Plus allows the information stored in a Laserfiche repository to be
portable. Laserfiche documents published by Laserfiche Plus can be viewed by anybody, regardless
of whether they have Laserfiche installed. If these portable Laserfiche documents are sent to a
company or site that already has Laserfiche installed, then that organization can also choose to
attach those documents to their repository. This software prepares a copy of the Laserfiche files
(images, text, electronic files, annotations, templates and field data) for burning directly to your
removable media or to a temporary directory. Choosing to publish to a temporary directory allows
you to write it to your removable media at your convenience.
• Laserfiche E -Mail Plug-in"' allows instant electronic document distribution via standard MAPI-
compliant e-mail applications. This feature is automatically included in every Full User and Retrieval
User license purchase.
Workflow Process Automation, Collaboration, and Tracking
• Laserfiche Workflow: Enables organizations to automate standard, collaborative business
processes, such as approvals or routing based on conditions. The software transforms your static
Laserfiche repository into a dynamic content management solution that ensures your business
processes are performed consistently and efficiently. Additionally, Workflow can be used for
database integrations, and to improve consistency with how records are filed in Laserfiche.
• Laserfiche Digital Signatures: Laserfiche allows users to sign briefcases when exporting as well as
documents stored in Laserfiche. These are two separate applications of digital signatures. Signing a
briefcase file embeds the signature in the file along with the certificate associated with the signing
key. The full certificate chain is embedded. This allows users to prove who created the briefcase and
that the briefcase was not tampered with. Digitally signed briefcases may, but do not necessarily
contain digitally signed documents. Digital signatures can be applied to documents stored in
Laserfiche. The digital signatures are stored as metadata and are preserved when exporting a
document in a volume or briefcase (whether or not the briefcase was itself signed).
Users can digitally sign a document in the Laserfiche Client or Web Access to indicate their
approval. Documents can also be countersigned by another user, which indicates approval of
the document and the existing signature. Multiple signatures and countersignatures can be
applied to a single document.
Digital signatures are validated with signing certificates on the server and the repository, which
verifies that a signature on a document is trustworthy. A signature becomes invalid if the
certificate is expired or if a document has been modified since the signature was applied.
Signature certificates are managed through the Laserfiche Administration Console or Web
Administration Console. As a pre -requisite, the organization must have Digital Certificates set-
up on the network, prior to implementing Laserfiche Digital Signatures.
• Laserfiche Audit Trail Modules: Three levels of audit reporting to address your specific regulatory
compliance and security needs.
91
SOFTWARE. DESCRIPTIONS
The Starter Edition tracks basic events that occur in the repository and that involve accessing,
modifying or exporting data. Basic events include creating, editing, printing or deleting
documents, creating annotations, and assigning metadata.
• The Standard Edition builds on the Starter Edition by tracking additional security- and access -
related events. This edition can also track unsuccessful attempts to perform an action, such as
failed attempts to access or print documents.
The Advanced Edition meets the needs of organizations in the most highly regulated
environments. It includes all the functionality of the other two editions, and also tracks many
more events including password changes, the creation or modification of users and groups, and
changes to repository -wide settings. It can also track all the searches users perform, require
users to enter reasons for performing certain actions, and automatically add watermarks to
printed documents.
Electronic Forms
• Laserfiche Forms allows organizations to create Web forms for collection and processing
information electronically.
• Laserfiche Forms has flexible design options to meet your organization's needs. You can:
Create custom forms from a library of field or selection elements.
Apply preset or custom themes, including page logo, colors, buttons, fonts, and more.
Configure form elements to dynamically be displayed or hidden depending on user inputs or
to be populated with data from external data sources.
Automate business processes for form data to follow, such as decision-making, emailing, or
approvals.
Create custom form layouts and dynamic behaviors with CSS and JavaScript.
• Role -based security is included to allow and restrict access to necessary functions for form
submitters, reviewers, approvers, form creators, and system administrators.
• Reporting tools allow different views of details on submitted forms such as:
- User view of details about all submitted forms.
- Approver "dashboard" of submissions awaiting approval.
- Administrator views of all submissions by form and approval status.
• Forms can be used internally or externally (with the appropriate licensing). Publication options
include login to forms system, public URL, secure URL, or embedded into a Web page.
• Submitted data can be exported for further analysis or distribution.
• Submitted forms can be utilized to initiate an email notification or start a workflow rule within
Laserfiche.
Laserfiche Integration Plug -Ins
• LF Integrator's Toolkit: Provides the tools & documentation necessary for customizing
Laserfiche, and integrating Laserfiche with other applications.
• Third Party Integration Plug -Ins:
Datallow Affinity Integration — Datallow Affinity brings the power of Laserfiche document
management to the applications you use most. Document searches can be reduced to a
single click of a button. New documents can be added to your Laserfiche repository without
manually entering template field values, file names, or folder locations. Laserfiche
Connector truly makes Laserfiche feel like part of your business software.
Laserfiche Connector Integration — Laserfiche Connector provides a streamlined experience
for integrating Laserfiche with line of business applications such as CRM and ERP systems.
101
SuFTW.%RE DESCRIPTIONS
Laserfiche Connector integrates easily through user -defined hotkeys and embedded icons.
Laserfiche Connector allows:
o Searching the Laserfiche repository based on fields from third -party applications
such as CRM and ERP systems. Both basic and advanced searching is supported. If
only one result is found, the document will automatically open in the Laserfiche
Client, Laserfiche Web Access or Laserfiche WebLink.
o Launching Laserfiche Scanning and automatically populating metadata for the
scanned documents with information from a third -party application.
o Connecting two applications by allowing one of them to start the other (including
the ability to pass parameters between them).
o Choosing whether any of the above actions are activated from a keyboard shortcut,
a button embedded in the application's title bar, or both.
RatchetX Integration — RatchetX is a configurable and robust middleware integration tool
for Laserfiche. With a single click of a button, new documents can be added to Laserfiche
from another application, and users can search Laserfiche directly from the applications
they use most. RatchetX is unique in regards to the robust toolset it provides for accessing
data from other applications (even the toughest proprietary systems), for use configuring
the most common ECM integrations: Indexing, importing/scanning, and executing search
queries. In addition, RatchetX provides the capability to create custom integration
activities, such as populating a record in another system from the data extracted during the
intake process in Laserfiche, or looking up a record in another system from the Laserfiche
interface itself (Bi-directional Integration).
LF Integrator GP — LF Integrator empowers Great Plains users to scan, search and link
supporting documents in Laserfiche document management applications directly from the
Great Plains menu bar. Link the document and workflow management power of Laserfiche
with your current Great Plains implementation.
LF Integrator AutoCAD — LF Integrator for AutoCAD allows you to store AutoCAD drawing
files or associated documents in Laserfiche, including embedded cross reference files,
directly from the AutoCAD menu. Launch Laserfiche scan or search modules using the
drawing file for template or search criteria, or create a Laserfiche document template using
the fields from any AutoCAD drawing title block with a single click.
GeoDocs: GeoDocsTM is a web -based software that seamlessly integrates ESRI ArcIMS (soon
to be ArcGIS Server) and Laserfiche. Utilizing robust search capabilities, users of GeoDocs
can access digital documents stored in a Laserfiche repository from within the web -based
GIS program and vice versa, access spatial information stored in a GIS from within the
Laserfiche web client.
ImageSign for Laserfiche — ImageSign for Laserfiche allows you to digitally sign documents
inside of Laserfiche securely. There are also options for utilizing external signature pads to
allow customers & external users to electronically sign documents.
*Created & supported by MCCi only.
LT Systems Laserfiche Integration — LT Systems Laserfiche Integration allows users of the LT
Systems Court solutions to archive court related documents into Laserfiche. Users can
launch Laserfiche scan or searching windows from LT Systems and bring data and
documents directly into Laserfiche while capturing metadata in LT Systems.
*Created & supported by MCCi only.
11 II\K al.S11,1'OK1
When you become a client of MCCi, you gain much more than just a new product. You gain a
relationship between our staff and your organization to make your product implementation successful
and the usage of your product an enjoyable experience. In order to make this possible, MCCi offers both
Proactive and Technical Support.
PROACTIVE SUPPORT
MCCi assigns each account with a Regional Account Executive and an internal Account Manager Team.
You will have already worked with your Account Executive in the pre -project phase and they will
continue to support you. Your Account Executive will provide a local presence and contact information
should local meetings be necessary. The Account Executive also assists in pre implementation
processes.
Your Account Manager will assist in managing ongoing support through the life of the product. MCCi
believes in a proactive support methodology and it is the Account Managers' role to insure this ongoing
communication with clients. Your Account Manager will be in touch throughout the year to discuss
optimal system usage and ensure client satisfaction. Items discussed may include, but are not limited
to:
• Identify any needs that could easily be addressed with the current system.
• Provide resource for question and answer, best practices, how other customers are using the system
with use of documented case studies, Listservs, support center, etc.
• Provide continued education for existing and new users within the organization through the use of
webinars, seminars, workshops, users group, and more.
• Annual review of current system configuration
• Dedicated sales support staff for pricing inquiries and budgetary information
• Annual support renewal notification to ensure your renewal process is timely and accurate
Educational Resource Definitions
• Case Studies — MCCi works with our clients to put together narrative accounts of specific usages of
MCCi solutions in their organization. Specific departments, document types, integrations, etc. are
noted to allow other users to learn from the information.
• MCCi Listsery — MCCi has created a Listsery for specific types of system customers. A Listsery is a
creative use of e-mail, which provides a means for End Users to share information on a common
interest. Members are able to communicate with peers thru a single e-mail. Uses of the Listsery
may include fielding requests about system usage, as well as best practices.
• Support Center — This resource is a compilation of white papers, best practices, and information for
system users all in one location. Through the support center, users can also submit and check the
status of their support tickets.
• Webinars — MCCi conducts monthly webinars on different topics promoting more efficient system
usage. User webinars are also offered on more specific topics related to products, concepts,
departments, etc. regarding the usage of your system. These are done through the web and are a
convenient way of staying informed on the newest technologies available.
• Seminars — MCCi conducts seminars on different topics to help educate new and existing end users
throughout the year. They are usually located at a host site of an existing customer. These can also
be offered at current client's locations to invite departments to learn more regarding their current
system.
12 1
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• User Groups — MCCi offers annual user groups to keep end users trained on the newest versions and
products. These are geared to both users and administrators of the system.
TECHNICAL SUPPORT
The Laserfiche Software Assurance Plan (LSAP) helps preserve your investment and extend the benefits
of your original purchase by providing you access to the assistance needed to ensure that you maximize
system uptime. You have access to a toll free line to call for technical support or submit tickets online
through our support center. When you subscribe to the LSAP you receive the following benefits:
• 100% upgrade credit for your existing software (in the event of an upgrade)
• Free software updates for your current system
• 24-hour FTP and website access which includes the MCCi Online Support Center
• Technical bulletins and newsletters
TRAINING CENTER
MCCi's Training Center provides an easy, cost-effective way to provide Laserfiche training to all users in
your organization. An annual subscription allows access to our online course offering of over 200
training videos. The Training Center is home to video categories such as Laserfiche Administration,
Laserfiche Client, Workflow, and Tips & Tricks. All videos use instructor descriptions from Laserfiche
Certified Professionals. The Training Center provides the following benefits:
• 24/7 access to on -demand Laserfiche training videos and other resources
• Reduction in training expenses
• Caters to all skill levels from Basic Users to Advanced System Administrators
• Unlimited access for your entire organization
• User determined schedule and pacing
• Reduction in internal support
• Increased efficiency through improved internal usage/adoption
• Instant/budgeted training available in the case of employee turnover
• Enhance your organization's internal Laserfiche training program
• Increased user productivity
13I
TF.('II\V SUPPORT
PROFESSIONAL SERVICES ANNUAL PACKAGES
MCCi Managed Services or MCCi Laserfiche Administration Services are strongly encouraged to be
included with every support renewal.
MANAGED SERVICES
MCCi's Managed Services package provides ongoing additional training and assistance to a client's
Laserfiche administrator and users. Pricing is based on MCCi's Systems Engineer hourly rate discounted
by 10% through purchasing an advanced block of services per year based on the products
purchased. MCCi Managed Services is an annual package and will expire on the same date as your SAP
plan. Managed Services can be used for the following professional services/benefits:
• Additional Training - additional training, via web conferencing, can be conducted to train
new users on the use of the system or as refresher training for existing users.
• Additional System Set Up Consultation - MCCi offers additional consultation that includes
recommendations on best practices for adding additional departments, additional types of
document etc. to your current system.
• Remote Implementation of Software Updates - While the standard SAP plan covers free
updates for software, implementation of those updates is sometimes overlooked. With the
addition of our Managed Services, MCCi is at your service to directly assist in implementing
software updates such as minor updates, quick fixes or point releases. Dependent on
complexity and client specific configurations, major software upgrades may or may not be
covered and should be discussed with your Account Management Team.
• Annual System Review & Analysis - Upon request, MCCi will access your system to review
and analyze how your organization is using the system, identify discovered potential
problem areas and make recommendations for better use of the system. This analysis is
designed to be implemented 6 months after the initial Software installation, and should be
performed annually after that date. This is an optional service that will be completed only if
requested by the Client.
• Remote Access Support - Remote Access Support allows our helpdesk staff to access your
machines remotely to resolve problems faster. The use of Remote Access Support saves you
both time and money by reducing the delays in resolving software issues without costly
onsite visits.
• Laserfiche Certifications - First priority offering of complimentary Laserfiche certifications
on an as available basis.
• Laserfiche Conference Registration - First priority offering of complimentary Laserfiche
Annual Conference registration on an as available basis.
*Please see our Workflow Configuration Training section for information on Workflow Managed
Services.
MCCi does provide continued technical support for all MCCi applications. Technical support is provided
via email or telephone during normal business hours of 8:00 a.m. to 5:00 p.m. local time in the
Continental U.S. Clients can designate several individuals who are to be the technical support contacts.
Those individuals may contact MCCi at any time for technical support. There is no limit on the number of
technical support calls that can be made. Adjustments in annual support rates may be made to coincide
with current U.S. inflation rates.
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TECHNICAL SI !TORI'
LASERFICHE ADMINISTRATION SERVICES
MCCi's Laserfiche Administration Services package is for clients who need a Laserfiche administrator, or
additional Laserfiche administration/implementation services. Pricing is based on MCCi's Project
Manager hourly rate discounted by 10% through purchasing an advanced block of services per year,
based on the products purchased. MCCi's Laserfiche Administration Services is an annual package and
will expire on the same date as your SAP plan.
MCCi Responsibilities
• Provide all that is included with MCCi Managed Services Package
• Provide a dedicated Laserfiche certified professional
• Laserfiche Administration services
• Configuration of basic Laserfiche filing workflows
• Configurations of Laserfiche Forms using off the shelf features
Client Responsibilities
• Configuration of backups
• Configuration of any general network, security, or operating system settings outside of
Laserfiche
• Providing an IT contact (internal or 3rd party) for MCCi to work with as necessary
• Providing remote access capabilities as needed. Client also agrees to be present and monitor
MCCi technical resources during any configuration changes. If the client requests MCCi to have
unattended access, the client assumes all responsibility for the related remote access session(s)
*For complex Forms, Workflow, and Transparent Records Management configurations, please discuss a
Business Process Configuration Service with your Account Executive
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Scanning Station PC
OS
Windows 8 (32 or 64), Windows 7 (32 or 64), Windows Vista
CPU
2.8 GHz processor or faster
Memory
2 GB RAM or more
Communications
TCP/IP
Web browser
Internet Explorer 6.0 or higher
11 %KIM .\RF RF',QI'IRF\IF] I S
MCCi will provide necessary consultation upon request, as to the compatibility of current hardware with the Laserfiche System.
Changes and recommendations will be made at the time of consultation. See system requirements below. Please keep in mind
that these are the minimum system requirements as recommended by MCCi, and should be considered independently rather
than collectively. Additionally, overhead for virtualization has not been factored in to these requirements.
MCCi does not recommend any version of Windows that is approaching or is beyond the "End of Extended Support Date"
specified by Microsoft.
Client
OS
Windows 8 (32 or 64), Windows 7 (32 or 64), Windows Vista
CPU
1 GHz Processor or better, Performing OCR: Dual Core 2.8 GHz or faster processor
Memory
1 GB RAM or more, Performing OCR: 2 GB RAM
Communications
TCP/IP
Web browser
Internet Explorer 6.0 or higher
Batch Processing Quick Fields Machine
O5
Windows 8 (32 or 64), Windows 7 (32 or 64), Windows Vista, Windows XP Professional
(Service Pack 3 or later)
CPU
2.8 GHz Processor or better, Performing OCR: Dual Core 2.8 GHz or faster processor
Memory
4 GB RAM or more
Communications
TCP/IP
High Volume Recommendation
Windows 7 x64 with 8 GB RAM, Intel Core 2 Duo Processors 3.33GHz
Laserfiche Application Server
OS
Windows Server 2012 R2, Windows Server 2012, Windows 2008 R2, Server 2008 (Service
Pack 2 or Higher)
CPU
Quad -Core Processor, 2.5 GHz Processor or better
Memory
4-8GBRAM
Communications
TCP/IP
Image/File Server Storage
Typical usage factoring is 18,000 black/white standard size images per GB. Clients typically use a Network Attached Storage
(NAS), Storage Area Network (SAN), or a Local Storage Device.
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Laserfiche Audit Trail Server
OS
Windows Server 2012 R2, Windows Server 2012, Windows 2008 R2, Server 2008 (Service
Pack 2 or Higher)
CPU
Dual Core Processor, 2 GHz Processor or better
Memory
2-4GBRAM
Communications
TCP/IP
Local Storage
C:\ Drive with 40GB or greater available
HARDWARE HEW I s
Database Management System
Avante SQL or Rio SQL
SQL Server 2012, SQL Server 2008 R2 Standard, Microsoft SQL Server 2005 (Service Pack 3
or later), Oracle 9i Release 2 (9.2.0.8+), Oracle lOg (10.2.0.4+), Oracle llg (11.1.0.6+). For
MSSQL, MCCi recommends storing the MDF and LDF on different drives. Growth of MDF
to 10% — 15% and Log to 5% to 10% of cumulative Laserfiche Volume size is anticipated.
Avante SQL Express
Microsoft SQL Server 2008 Express Edition
Memory
"Note: Oracle or Microsoft SQL Server must be purchased separately. You must
additionally purchase enough licensing for your DBMS to support your Laserfiche
installation.
Laserfiche Workflow Server
OS
Windows Server 2012 R2, Windows Server 2012, Windows 2008 R2, Server 2008, (Service
Pack 2 or Higher)
CPU
4 Core Processor, 2 GHz Processor or better
Memory
4GBRAM
Communications
TCP/IP
Web Module Servers)
Required if
Installing "Web Access" or Public Portal- Weblink"
OS
Windows Server 2012 with IIS 8, Windows Server 2008 R2 with 115 7
CPU
Dual Core 2.8 GHz or faster processor
Memory
2 GB RAM or more
Viewer
Web Browser (minimum versions): Laserfiche Web products operate most efficiently
when using Internet Explorer 9. Other supported browsers are Firefox, Safari and Chrome
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Laserfiche Forms
Laserfiche Server
Version 8.3.2 or higher, Avante or Rio licensing model
Web Server
Windows Server 2008 or Windows 7 with IIS 7 or 7.5, Windows Server 2012
CPU
2.9 GHz or faster processor
Memory
8 GB RAM or more
Database Server
Microsoft SQL Server 2008, 2008 R2, and 2012, and 2012 R2
Client
Laserfiche Forms can be viewed in Chrome, Firefox 3.5 and higher, Internet Explorer 7 and
higher, Opera, and Safari (Mac only). It also support mobile browsing from iPad 2 and
higher. For best results we recommend using Internet Explorer 9 or higher, Firefox 12 or
higher, or Chrome 6 or higher
Note
Internet Explorer 7 users should install Microsoft security update 947864 (MS08-024)
HARDWARE REQUIREMENTS
Note
Clients are responsible for any additional security protocol setup/associated fees that are
required to provide internal/external web access. An example would be setting up
"Kerberos" for thin client active directory authentication, or setting up VPN access to
allow Laserfiche's iPad/iPhone applications to connect through the Web Access
server.
Laserfiche Public Portal — Weblink Per Processor (Unlimited) licensing specifics: The Public
Portal License allows unlimited connections per processor, however a large number of
connections may affect the Laserfiche application server performance (one processor can
handle roughly 100 to 150 concurrent retrieval connections). The client must have one
Public Portal License for each Laserfiche application server they desire to connect to, and
the Public Portal license must be licensed by the appropriate number of processors, which
is required to match or exceed the CPUs/processors on the Laserfiche application server
that the Public Portal will connect to. For example, the client must have a dual -processor
or multiprocessor Public Portal license in order to connect to a Laserfiche Application
Server that has two or more processors. Public Portal View Only Licenses may only be
used with WebLink; they are not available for other applications.
OCR Scheduler for Laserfiche
OS
Windows Operation Systems: 32 & 64 bit
Requirements
Laserfiche Version 8 Server (runs as a service), Laserfiche Version 8 Client.
Recommendation
1 dedicated LF Named User license
Scanners
Must use ISIS drivers to be compatible with Laserfiche ScanConnect software. Scanner compatibility should be confirmed by
referencing the most up to date Laserfiche published supported scanner list at:
http://laserfiche.com/static/Resources/scanlist.html.
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