Transcript University of Michigan Administrative Information Services FileNET to WebNow Conversion Financial Unit Liaisons Mike Easter and Amie Robison 2/22/06 FileNET to WebNow Conversion.

University of
Michigan Administrative Information Services
FileNET to WebNow Conversion
Financial Unit Liaisons
Mike Easter and Amie Robison
2/22/06
FileNET to WebNow Conversion
University of
Michigan Administrative Information Services
Agenda
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Background
FileNET Conversion Scope
Conversion Timeline
Communications
Impact on Users
Hardware/Sofware
Support and Services
Access Changes
Current FileNET Users
February 22, 2006
FileNET to WebNow Conversion
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Background
 Enterprise-wide document imaging solution needed due
to:
• Increasing need for imaging across campus to take advantage
of electronic storage and access
• Increasing number of imaging systems and requests for
imaging systems
• Opportunities to reduce costs by removing redundancies and
taking advantage of economies of scale; better imaging service
should also result
 In June 2004, the University signed a contract with
Perceptive Software, Inc. for the use of their Imaging
Product, ImageNow/WebNow as the University’s
enterprise solution
February 22, 2006
FileNET to WebNow Conversion
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FileNET Conversion Scope
 37 million images will be converted from
FileNet to ImageNow
 Images currently housed include:
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PO Vouchers
Journal Entries
Accounts Receivable documents
Other documents viewable by Financial Operations
 200 - 300 central users
 1,500 – 1,600 departmental users
February 22, 2006
FileNET to WebNow Conversion
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Conversion Timeline
• March 13 through June 30 – Use FileNET and
WebNow to view documents
 Users will be using both the FileNET and WebNow
systems to view documents
 Beginning March 13
 Use WebNow to view all new documents scanned
 Use FileNET to view documents scanned before
March 13
• March 13 through end of May – Conversion of
FileNET documents
• Target June 30 – FileNET is shut down and
WebNow is used for viewing all documents
February 22, 2006
FileNET to WebNow Conversion
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Communications
• How will you know when the images have been
converted?
 MAIS and Michigan Business Services will
send project updates via e-mail to current
users at appropriate intervals
 Michigan Business Services will post project
status updates on their Web site
 If specific document types are completely
converted before June, users will be notified
February 22, 2006
FileNET to WebNow Conversion
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Impact on Users
• The FileNET user id and password will remain
the same while FileNET is operational
• Users will view documents through a Webbased user interface (WebNow) available via
Wolverine Access
 To access WebNow, users must log in to Wolverine
Access with their uniqname and UMICH (Kerberos)
password
 The look of the user interface will change, but our
experience has shown a relatively easy transition
 There are some minor changes in the way
documents are organized and indexed
February 22, 2006
FileNET to WebNow Conversion
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Impact on Users
• Users will have access to all documents they
did before the conversion (e.g., PO vouchers,
journal entries, etc.)
• Users will be able to view new documents from
selected Fund areas (excluding Sponsored
Programs)
 Documents available for viewing will vary by Fund
Area
 Most common type will be establishment documents
February 22, 2006
FileNET to WebNow Conversion
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Hardware/Software
• Client computers must have Java 1.5x plug-in
plug in
installed to use WebNow
 System administrators notified of this change via
e-mail communication
 Your unit’s desktop support team should load it for
you. Links to Java software (Windows and Mac)
available at Michigan Business Services Web site:
http://mbiz.bf.umich.edu/documentimagingsvcs/event.cfm
 Client computers with administrator rights will
automatically download Java software the first time
WebNow is access via Wolverine Access
February 22, 2006
FileNET to WebNow Conversion
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Hardware/Software
• WebNow requires a high speed internet
connection
• WebNow requires platform-compatible
browsers that support Java 1.5x
 Windows computers
 Microsoft Internet Explorer 5.5 or later
 Netscape Navigator 6.2 or later (not supported by
the MAIS Help Desk)
Mac computers
 OS X.4 (Tiger) with Safari 2.0 as supported Web
browser
 If you have problems, connect to ImageNow via
Citrix
February 22, 2006
FileNET to WebNow Conversion
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Support and Services
• Interchanges for Users
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Tues, Feb 28, 10:30-noon, Rackham Amphitheater
Mon, Mar 13, 8:30-10:00, Ford Amphitheater
Tues, Mar 14, 1:30-3:00, Hale Auditorium
Mon, Mar 20, 8:30-10:00, Rackham Amphitheater
• WebNow documentation and job aides
 Available on Michigan Business Services Website:
http://mbiz.bf.umich/edu/documentimagingsvcs/event.cfm
• MAIS Help Desk at 734/936-7000
February 22, 2006
FileNET to WebNow Conversion
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Access Changes
• Requesting Access to WebNow
 Current FileNET users will be granted access
to WebNow – no M1 forms are necessary
 M1-FIN form will be revised 2/24/06
 M1-FIN forms submitted after 2/24/06 will
result in users receiving access to both
FileNET and WebNow
February 22, 2006
FileNET to WebNow Conversion
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Access Changes
• Requesting Access for New Users
 Submit M1-FIN form as usual
 Checking the box to add WebNow access
will result in access to both WebNow and
FileNET
 Access to FileNET will be granted within the
normal turnaround time
 Access to WebNow will be granted on March
13
February 22, 2006
FileNET to WebNow Conversion
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Access Changes
• Other Access Changes
 Multiple logins not supported
 Must use M1 process to request access;
online user request form on Financial
Operations Web site has been removed
February 22, 2006
FileNET to WebNow Conversion
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Current Users
• A list of Current FileNET Users who will receive
access to WebNow has been prepared for
Financial Unit Liaisons (separate handout)
February 22, 2006
FileNET to WebNow Conversion
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Preview of WebNow
February 22, 2006
FileNET to WebNow Conversion
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Questions?
February 22, 2006
FileNET to WebNow Conversion
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