GPC2019_ Consulting Workshop - Advanced Configurations Topics (ID 47466).pptx

MFiles

1. Reza Hamidi Dublin April 2-4 2019 Partner Conference Consulting Workshop Advanced Configurations Topics

2. Agenda Brief Presentations and Discussions IML Informaition Extractor Service M-Files Signing Solutions Overview Compliance Kit Packages and Configuration Accelerator Modules Trainings Workshop Schedule 2019 H2

3. M-Files Information Extractor IML service that analyzes the document content and provides metadata suggestions based on the service rules and configurations as well as the existing vault content. Information Extractor is comprised of 2 components: Text Analytics Matcher

4. M-Files Text Analytics Service Built-in Suggestion Rules vs Custom Suggestion Rules Built-in rules provide access to a precompiled library of data extraction rules such as Person, Bank, Country, e-mail address etc. (Using the built-in grammar files) Custom Suggestion Rules allow to extend the built-in capability of data extraction using matching patterns (i.e. Regular Expressions). The service can either extract a matching string or suggest a fixed metadata when the pattern matches.

5. M-Files Text Analytics Service Custom Suggestion Rule Types Document Content Pattern (e.g. extract local company names, extract invoice numbers etc ) File Extension Pattern (e.g. identify jpeg files as suggestion for picture class) File Name Pattern File Path Pattern

6. M-Files Matcher Service Main difference between Text Analytics and Matching? The matcher generates metadata when there is an exact match between the textual content of a document and the existing vault content. Exact Matching vs Partial Matching For example ABC Ltd. vs. ABC Indirect Matching For example matching a company object based on the company ID. Currently the matching is done based on the "Name or Title" property. The future improvements will probably provide the possibility for admins to configure the matching on another property.

7. M-Files Matcher Service Workarounds using the Matcher Indirect Matching If the matching criteria (e.g. Company Contact) exists as an object type in the vault (e.g. Contact Person as a Sub-Object of the Company), the matcher can suggest the Company contact, and then the M-Files built-in Auto-Fill feature can fill in the related company. Suggestions for Large Lists In case of large lists (e.g. local companies list), the custom suggestion rule using the Text Analytics can impact the performance. Alternatively you can fill-in a value list item with the company names, and configure the matcher to suggest the companies as they already exist in the vault.

8. Overview on M-Files Signing Solutions

9. Signing Options Handwritten Signatures Electronic Signatures Digital Signatures Integrations with Solution Providers

10. Handwritten Signtaures M-Files Mobile app Android and iOS apps Signer's finger or stylus on smart phones or tablets Only PDFs Non PDFs ? Use either workflow action for PDF conversion or PDF Processor module for conditional conversions as well as to render custom layouts for documents/non-document objects.

11. Electronic Signatures M-Files solution to fulfill the technical requirements in compliance with common regulatory guidelines such as 21 FDA CFR Part 11 or EU GMP Annex 11. The regulations involve the maintenance of detailed audit trail, certification using system credentials, and monitoring of individual actions. The Electronic Signatures module includes the event logging extensions and the electronic signature functionality.

12. Digital Signatures M-Files Trusted Digital Signatures Signing PDF files with Globally Trusted Certificates provided by third-party Certificate Authorities (CA) CA verifies the certificate owner identity Hardware-based certificates on a USB-Stick or smart card reader connected to M-Files Server Server-side script in M-Files applies the certificate to the PDF document Requires 3-Heights API component Documents are signed by the organization and not a person.

13. Digital Signatures PDF Processor Modules Signing PDF files with locally trusted/personal certificates (i.e. pfx file) Certificates provided/created within an organization in order to prove the identity of the user Not meant to prove identity when exchanging documents with other organizations Local certificate is stored into an M-Files vault as a document object with a specific class PDF Processor rendition object inserts the specified certificate to a document.

14. Integrations M-Files and DocuSign Documents in M-Files vault can be sent to DocuSign cloud service for digital signatures Can be signed both by M-Files and external users Signature authenticity is verified by DocuSign Using an Adobe Approved Trust List (AATL) digital signature certificate. Integration is implemented via a Vault Application installed to a vault Technically requires a DocuSign integration account to interact with the service The vault application sends the PDF documents on certain workflow states to DocuSign Once the documents is signed, the signed version is retrieved from the service and is saved as a MFD along with a PDF summary containing the transaction details.

15. M-Files Compliance Kit Packages M-Fils Compliance Kit is a set of modules on top of M-Files core capabilities that can be used in certain scenarios in order to extend the functionality as well as to enhance the end user experience. What is Compliance Kit?

16. Compliance Kit Packages

17. Add-On Matrix Compliance Kit Modules Sellable Add-Ons

18. CK Licensing The CK modules are provided in form of an M-Files vault application. CK application can be download on M-Files Solution Catalog Vault application requires a license file (i.e. lic file format) The license file determines which of the modules can be activated. The license file should match the service license number Remark Configuration accelerator package license file can be downloaded from the Solution Catalog. The license file is not tied to any server license (Universal License).

19. Configuration Accelerators Modules What is Configuration Accelerator Package? Enhanced Usability Reduced Configuration Effort UI Configuration User Synchronization Object Creator Managed Properties Unique Object Enforcement Utilities Configuration Accelerators

20. User Synchronization Create and synchronize person objects based on the vault users Person objects with a reference to an M-Files User Account Automatic synchronization of Person objects when creating, modifying, or removing a user/login account. Can also be used with already existing "Person" objects. The synchronization can be performed actively or as a background operation based on a configurable interval. Manual Synchronization from Admin Tool Initial Person objects creation User synchronization at any given time

21. UI Configuration Home Screen Application with the calendar You can configure the objects to appear on the calendar There should be at least a date property available and configured for the calendar objects. Filter out the objects hierarchy (Relationship Tree) by showing or hiding related objects Hide related objects for a certain object type Hide the link to create a new sub object Show related objects without group label Restrict the Make Copy and Check-Out commands on certain classes

22. Object Creator Enables the end user to create and copy objects based on an existing object For example whenever a project plan is approved (existing source), the end user can select the project plan and create a new project object with already pre-filled metadata through a custom UI button on the left pane or context-menu. Extends the Make Copy command Allows the change of source object type and properties (e.g. create a project task for a project by only copying the relevant properties from project to the task ) Possible to copy the related objects and files Set new properties based on the source or the related objects.

23. Managed Properties Maintaining objects relationships automatically through a reference property For example when creating a new project task for a project, you can set a reference of the Project Task ( Target Object ) on the Project ( Host Object ) automatically. The Managed Property can be maintained using either a reference property on the target object, or a matching property shared between the host and the target objects. Auto Calculated Properties Extending the standard "Simple Concatenation of Properties" Using filters to further define when/where the calculation rule should occur. Multiple rules can be set for a single property. More user-friendly configuration All property rules can be managed in one place.

24. Unique Object Enforcement Ensuring an object uniqueness within a vault For example make sure that only one valid proposal per agreement type exists for each customer at a time. Utilizes a property-based combination to ensure the uniqueness. Filter Conditions Combination of unique property sets Can't be used as a duplicate detection tool It doesn't check the file content or checksum for that purpose. Custom error messages can be shown to end users to deny an action

25. Utilities Small number of helpful functionalities File Version Functionality Object Version vs File Version It increments an integer-based property based on changes to the file content or the file name, not the object metadata. Unique ID Sequence Define unique identifiers for objects based on a filter condition Add Mask to the identifiers (e.g. 001, 002, etc.)

26. 2019 H2 Training Workshops

27. September Academy Workshop 10. - 12.9. (Vienna, Austria) M-Files as Platform Workshop17.-19.9. (Dallas, US) Advanced Workshop 24. - 26.9. (Reading, UK)   October M-Files as Platform Workshop 15. - 17.10. (Rome, Italy) M-Files Coach (Train The Trainer) 22. - 24.10. (Amsterdam, Netherlands)   November Extending M-Files Functionality with CK Workshop 5. - 7.11. (Prague, Czech Republic) Academy Workshop 19. - 21.11. (Reading, UK)   December Advanced Workshop 3. - 5.12. (Berlin, Germany) NOTE: The presented schedule may be subject to change

28. Q&A