EDRMSaaS, iCognition Updates, MicroFocus Updates, RM Connectors

iCognition clients win Micro Focus awards

Clients of Information Management and Governance (IMG) specialist, iCognition Pty Ltd, have received Micro Focus Software Realize Customer Awards at the Micro Focus Information Management and Governance Forum 2021. Perpetual Limited received the award for Financial Services Information Management Modernisation, and Griffith University received the award for Technology Excellence.

“We are extremely proud that our customers have been awarded these Micro Focus awards,” said Joe Mammoliti, iCognition CEO. “A huge congratulations to the teams at Perpetual Limited and Griffith University from all of us at iCognition. This is a just reward for the hard work and innovation you have applied to your business problems. We are honoured to be working with you and appreciate your confidence in us to deliver solutions to your business problems.”

Perpetual Limited received the award for Financial Services Information Management Modernisation for successfully transitioning an aging TRIM system to a secure cloud. This aging TRIM system had multiple integrations and was reaching end of life. Used across the enterprise, this system is considered critical as it manages vital records for clients, including trust and mortgage records. Customers, such as large banks, entrust both digital and hardcopy records to Perpetual for safe keeping and the management of funding allocation.

Perpetual Limited Micro Focus Award

Perpetual considered transitioning the system to SharePoint but realised it was not well suited to managing and securing such vital records to the standard they required. They also realised that their organisation did not have the skills and experience required to manage and maintain the system. They sought a partner who could upgrade their system, including working with the Perpetual outsourcers, Fujitsu, and SharePoint support partner Ensyst to upgrade the integrations, and transition them to a highly secure cloud environment and manage the system as a service.

iCognition was selected to undertake a ‘lift, shift and upgrade’ of the existing system to the iCognition Cloud, EDRMSaaS. Security was a prime driver and iCognition’s ability to offer an end-to-end ISO27001 certified service based on IRAP certified infrastructure managed that risk.

Griffith University received the award for Technology Excellence. The University was facing challenges with information sprawl coming from their Microsoft 365 applications – Teams, SharePoint, Exchange and OneDrive. They gained control and governance of their information by implementing Office 365RMBOT, a Microsoft 365 to Content Manager microservice that harnesses the capabilities of the Microsoft Power Automate platform with Content Manager.

Griffith University Micro Focus Award

Griffith University started their Microsoft 365 integration journey by implementing robotic process automation for their SharePoint based contract management system called ‘Converge Point’. Within this solution, process automation has been put in place which monitors for any new and updated contracts the University receives, these are then automatically captured and updated into Content Manager based on intuitive, real time business rule decision making. This automated integration allows the University to ensure their recordkeeping compliance and long-time storage preservation for contract management, while providing users with the ability to interact with their native contract management interface.

“It has been a pleasure working with these clients, and we congratulate them. Their success is our success,” said Mr Mammoliti. “We look forward to an ongoing partnership with the clients to deliver further value to them”.

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EDRMSaaS, iCognition Updates, MicroFocus Updates

iCognition goes Platinum!

Information Management and Governance (IMG) specialist, iCognition Pty Ltd, has been awarded Micro Focus Platinum Partner status.

“We thank Micro Focus for awarding us this Micro Focus Platinum membership, which is not only acknowledgement of our premium level of Micro Focus IMG product sales and service but recognises 18 years of partnership”, said Joe Mammoliti, iCognition CEO. “iCognition is the longest serving reseller of the TRIM/Records Manager/Content Manager product globally, being the only enduring company that had a partnership with the Canberra-based originators of the product, TOWER Software.”

Platinum membership was awarded based on iCognition’s strong results in transitioning clients to the ISO27001 certified Content Manager-based cloud service, EDRMSaaS.Cloud, where iCognition has a broad portfolio of clients across the government (federal, state/territory and local), education, financial, justice and not-for-profit sectors. One client, Perpetual Limited, will be speaking at the upcoming Micro Focus Realize conference about Perpetual’s journey in transitioning its records management to iCognition’s EDRMSaaS, and the benefits it has achieved.

“We are extremely proud that our team has been justly awarded Platinum partnership,” said Mr Mammoliti. “Coming off the back of our ISO27001 Information Security Management certification, it recognises our high-quality service, support and solutions based upon Micro Focus IMG products, and is further evidence of our trusted advisor status, and the qualifications, experience and professionalism of our staff. We have worked hard to ensure that our cloud hosted Content Manager-based IMG solution is world-class and supported by the best on-boarding and support services to ensure our clients achieve and maintain the transformational outcomes they are seeking.”

iCognition’s long-term partnership success was celebrated by Peter Fuller, Managing Director Micro Focus, Australia & New Zealand, who said “Congratulations to iCognition for being recognised into the premium tier as a Micro Focus Platinum Partner. Our partners are integral to Micro Focus’ continued success, with iCognition ensuring and delivering the highest levels of product knowledge, project implementation and exceptional customer satisfaction. As a long-term Micro Focus partner we look forward sharing much continued success and growth with the iCognition team.”

This appreciation was further supported by Brandon Voight, IMG Lead for Micro Focus, Australia & New Zealand, who said “The information and records management industries are in a constant state of digital transformation. As our customers continue their journey of modernisation, they are assisted ably by our wonderful partners. For over 30 years, our partners have played a vital role in helping our customers deploy, manage, upgrade, improve, and streamline their content management capability, to meet ever-changing customer needs. iCognition have been a long-time Micro Focus partner, and I congratulate them for their recognition as a Micro Focus Platinum Partner and I also thank them for everything they do for our customers to expand on the value of our software.”

MicroFocus Updates

Content Manager End of Committed Support Dates and Security Bulletin

End of Support Reminder

Micro Focus have issued an End of Support Reminder for its Content Manager versions. Below outlines the dates for End of Committed Support for all current versions of Content Manager.

Note that End of Committed support means you will still be able to receive technical support and software updates (i.e. Major, Minor, Service Packs, Suite releases and existing Patches and Hotfixes) after the End of Committed Support date, so long as you have an active support agreement. However, you will not be able to receive defect support (new Patches and Hotfixes), critical security updates or enhancement requests after the End of Committed Support date.

iCognition recommends that if your organisation is on version 9.1 or 9.2, that you plan for an upgrade in 2020.

Content Manager Version Released End of Committed Support
Content Manager 9.0.x Jul 11, 2016 Sep 30, 2019
Content Manager 9.1.x Nov 29, 2016 Feb 28, 2020
Content Manager 9.2.x Nov 30, 2017 Dec 31, 2020
Content Manager 9.3.x Aug 01, 2018 Aug 31, 2021
Content Manager 9.4.x Aug 30, 2019 Sep 30, 2022

Content Manager Security Bulletin

Micro Focus has issued a security advisory for Content Manager (KM03489552 Micro Focus content manager, CVE-2019-11653). An access control bypass vulnerability has been identified in the Web Client component of Content Manager, affecting version 9.1 prior to 9.1.6.6, 9.2 prior to 9.2.3.2 and 9.3 prior to 9.3.2.3. The vulnerability could be exploited to manipulate data stored during another user’s CheckIn request. Existing mitigation information: To successfully exploit the vulnerability requires the attacker to have access to generally protected or inaccessible information, including having an active user account themselves, knowledge of internal identifiers of targeted user(s), and the name of files other users are actively operating against. In addition, the attacker has a limited time window to exploit the vulnerability during concurrent user activity, which can be further minimized by the system administrator via configuration.

Micro Focus has made the following mitigation information available to resolve the vulnerability for the impacted versions of Content Manager:

  • For 9.1.x, please upgrade to CONTENT_MANAGER_9.10_PATCH_6_HOTFIX_6 or newer
  • For 9.2.x, please upgrade to CONTENT_MANAGER_9.20_PATCH_3_HOTFIX_2 or newer
  • For 9.3.x, please upgrade to CONTENT_MANAGER_9.30_PATCH_2_HOTFIX_3 or newer

Please contact us if you need this patch applied to your system.

iCognition Updates, MicroFocus Updates, RM Workflow

EOFY Offer for Content Manager and RM Workflow Licences

Now is the perfect time to buy Micro Focus Content Manager licenses, with three value-add bundles available until 26 July 2019. This offer adds free additional licences to your bundle!

To make this an even better offer, iCognition will include free licensing and installation for RM Workflow. RM Workflow will  unlock the value of the Content Manager workflow functionality, as it will provide a zero-footprint web-based easy-to-use interface over the Content Manager workflow engine.

We will even install RM Workflow onto one nominated server for free as part of this offer! Additional cost services are available to configure Content Manager workflow and for associated requirements.

Here’s the licences offer!

End of July 2019 Specials GET
Content Manager
FREE
RM WorkFlow
Buy 100 licenses Content Manager 125 15
Buy 200 licenses Content Manager 250 20
Buy 300 licenses Content Manager 375 25

Contact us today!

Dom Mammoliti
+61-2 6257 4264
dom.mammoliti@icognition.com.au

 

iCognition Updates, Market Updates, MicroFocus Updates, RM Workflow, RM Workspace

iCognition selected for new DTA panel

Information Management and Governance (IMG) specialist, iCognition Pty Ltd, announced today they have been selected as a seller on the Digital Transformation Agency (DTA) Software Licensing and Services (SLS) Panel. This panel allows Government buyers to easily procure iCognition’s solutions to digitally transform their IMG processes, including RM Workflow and RM Workspace, as well as Micro Focus products such as Content Manager and ControlPoint.

“We are now a seller of COTS Software and/or associated services under Category 2 of Software Licensing and Services (SLS) Panel (DTA-ICT-066),” said Joe Mammoliti, CEO. “This follows on from our recent announcement of our selection on the new Department of Defence ICT Provider Arrangement (ICTPA) Panel (SON 3520191) for Systems Integration, Application Services and ICT Services. The combination of these panels means Government can now purchase both software and services easily from iCognition via these two panels.”

The Digital Transformation Agency recently publicly launch the SLS Panel – DTA News.  The launch included a hyperlink to AusTender identifying the currently appointed panellists. The panel is built to be flexible, so as technology evolves new software and services can be added through future refreshes of the panel. The panel is now understood to be one of the biggest across government along with the DTA’s Digital Marketplace (which iCognition is also a member of) and the Defence ICTPA.

“We look forward to working with DTA and using this new platform for government to buy our offering of COTS software and associated services,” said Mr Mammoliti.

iCognition Updates, MicroFocus Updates, RM Public View, RM Workflow, RM Workspace

Reminder: Micro Focus Realize Starts Tomorrow!

A last minute reminder to register for this free event! This event includes the Information Management & Governance Forum (IMGF) and starts tomorrow:

  • Melbourne – Tuesday, 28 August 2018, Melbourne Convention Exhibition Centre
  • Canberra – Thursday, 30 August 2018, Hyatt Hotel
  • Sydney – Tuesday 4 September 2018, Hilton Sydney

iCognition we will be the Diamond partner in Canberra and Melbourne, and the Gold partner in Sydney, as part of the IMGF track of the event. We will have a stand at each event and we’ll also be presenting on cloud-based EDRMS:

 

To cloud, or not to cloud: that is the question:
Whether ‘tis nobler in the mind to suffer
The slings and arrows of outrageous on premise installations,
Or to take arms against a sea of troubles,
And by moving them to the cloud, end them?

Come along, listen to lots of interesting presentations, and check out our new versions of RM Workspace, RM Workflow and RM Public View that we will have on demo.

 

 

MicroFocus Updates

Micro Focus Content Manager 9.3 Released!

Introduction to Content Manager 9.3

Today Micro Focus announced the release of Content Manager version 9.3. Content Manager 9.3 is a governance based enterprise content management system designed to help government agencies, regulated industries and global organizations manage their business content from creation to disposal. Content Manager is the cornerstone of the Micro Focus Secure Content Management Suite that provides customers the capability to lower operating costs, secure information, enhance compliance and increase productivity. Through innovation and interoperability Content Manager is transforming how business manages content across the lifecycle, helping to maintain control over this valuable asset throughout the process of creation, collaboration and mobile access.

By focusing on areas of; automatic classification and policy application – with linked security control, manage-in-place functionality, and feature rich mobile access, Content Manager will help you address areas of cost, compliance, productivity, information privacy and security. Developed with more than 30 years of information management expertise, Content Manager 9.3 is a comprehensive, out-of-the-box software solution and a key component of Micro Focus’ Information, Management and Governance portfolio.

Content Manager 9.3 is designed to the International Standard of Records Management (ISO 15489:2001), and elements of ISO16175: Principles and Functional Requirements for Records in Electronic Office Environments.

New Features

Rebranding

This release of Content Manager introduces a fresh visual style reflecting our new company, Micro Focus. The brand and color palette is aligned with the company’s desire to build a consistent approach to our brand and continue the market leadership of Content Manager on a world-wide basis. With nearly 2,500 customers and more than 2,000,000 licensed users, Content Manager continues to innovate and respond to customer demand and significant market trends

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New tasks to update records

A number of new tasks have been added to Content Manager to allow easier updating of record metadata.

Change Title

This option can be access from the record right-click Details – Title menu. It allows users with appropriate permissions to update the title components of a single or multiple records.

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Change Record Number

There are two new options in Content Manager 9.3 that allow you to change the record number of records.

If you have made changes to the Record Type numbering patterns or if there has been a restructure which required records to be moved to different Record Types. Content Manager 9.3 now allows the update of the record number of multiple records from the record right-click Administrative Tools – Record Number menu. Using this option will re-number the selected records to match the new numbering pattern, or to re-sequence them to match the numbering of their new Record Type.

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The other option relates to Record Types that are using Container numbering. A new System Option Automatically renumbering a record when moved to a new container has been added in this release. When enabled, if a record that has inherited its number from its container is moved to another container, then its number will be updated to reflect its new container number.

Updating Access Controls on multiple records

When multiple records require their Access Control settings to be customized, in Content Manager 9.3, 3 new options have been added. These options allow you to:

  • Add Locations to Access Controls – append the selected Locations to the existing Access Control list.
  • Remove Locations From Access Controls – remove the selected Locations from the existing Access Control list.
  • Replace Current Access Control List with this list of Locations – replace the existing Access Control list with the new Locations.

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New tasks to update Locations

Change Location Type: This option allows you to change the Location Type of a single or multiple Locations to a new Location Type, e.g. changing Locations that are of an Unknown type to a Person type.

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The internal status of the Locations can also be updated using this option:

Change Profile Data

Components of Location Profile information can also be updated from a single dialog now. From the Location right-click menu, Change Profile Data, the Profile data that can be updated from this dialog:

  • User Type – change the suer permissions for the selected Location(s)
  • Accept Logins – update the login permission for the selected Location(s)
  • Change Login Domain – update the login domain for the selected
  • Change Login Expiry Date – set a Login Expiry date for the selected Location(s)
  • Change Use Profile Of – set a Location for the selected Location(s) to inherit their profile details from.

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Modify Email Address: The new Location right-click menu Modify Email allows organizations to change the domain component, i.e. @domain.com, of the email address of a single or multiple Locations.

Updating the default Jurisdictions on Locations

The Other Location Fields dialog has a new option added for the 9.3 release, Change default Jurisdiction. This option allows organizations to apply a new default Jurisdiction to Location(s).

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View pane panel

We have introduced an option for users to be able to select the location of their View pane. In the Content Manager client, on the View tab, from the drop-down Viewpane option, users can now opt to have the View pane displayed at the bottom of the window (default) or to the right of the window.

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ArcSight Integration

As part of the Audit options, Content Manager 9.3 can produce log files in Common Event Format that can be ingested by ArcSight (or other industry standard log ingest systems). The new option, Generate an additional offline audit log using ArcSight Common Event Format, is available on the Administration – Audit – General tab

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The Common Event Formatted log is written to the same location as the standard format Audit log, but is prefixed with ArcSight_.

Office Integration

Prior to 9.3, when users Edited a document from the Content Manager client, there was a disconnect between Office and Content Manager in that the Content Manager Office integration options were not enabled. In 9.3, now when using the Edit option, the Content Manager Office integration options such as Check In, Make Final, Check In on Close and Records Properties, will have the same behavior as they do when you open a record from within the Content Manager integrated Office application.

This behavior is available when using the Office Integration with the Content Manager client.

An option to display the Content Manager Properties dialog has been moved to the Content Manger options in the Office application, rather than having to update the installed Preferences configuration file. If this option is enabled the record Properties dialog will be displayed rather opening a record window in the Content Manager client or Web Client. This allows users to easily set the option to suit their working preferences.

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Enhanced Features

Rendering improvements

In version 9.2, the Rendering module was redesigned. The Rendering processing was further enhanced in the 9.3 release.

In the Content Manager client a new monitoring view for the Rendering processing has been added. The Monitor Render Queue dialog is available from the Administration tab.

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From this dialog, the rendering process can be monitored and errors can be processed.

 

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Two new options have also been added to facilitate the automatic creation of renditions. On the Record Types properties dialog, on the Electronic tab, Content Manager administrators can enable options for renditions to be automatically created for electronic documents that are checked in using specific record types. The two options that can be enabled are:

  • Automatically create PDF rendition – enable this option so when an electronic document with a suitable file format is checked into Content Manager, once the document has been transferred to the document store, it will be sent to the Rendering processor and an PDF will be attached as a Rendition to the record.
  • Automatically create OCR rendition (for tif, jpg, etc.) – enable this option so when an electronic document with a suitable file format is checked into Content Manager, once the document has been transferred to the document store, it will be sent to the Rendering processor and an OCR format will be attached as a Rendition to the record.

For those organizations using the Advanced Disposal feature and who are using Consignments for their disposal processing. A new option has been added to the General tab on Archive or Transfer Consignments, Render records to long term storage format (PDF). Checking this option automatically creates a PDF rendition for all electronic documents that are associated with the consignment. The Consignment will not be able to be disposed of until all records have been rendered.

NOTE: For the PDFs to be automatically created, an automatic rendition selection for In Flagged Consignments must be created in Enterprise Studio

To facilitate the automatic creation of renditions, in Content Manager Enterprise Studio there additional settings that can be defined to generate specific automatic PDF renditions. On the dataset right-click Event Processing menu, the Rendering option displays the Configure Rendering dialog for the selected dataset. From this dialog, the rendering processes can be suspended, the automatic rendition selections can be defined, as well as configuring the OCR Image processing and DocuSign options.

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Also in Enterprise Studio, the Rendering processing can be pushed to specific Workgroup Servers. On the Workgroup Server Properties – Rendering dialog, you can flag if a Workgroup Server will be processing specific types of Rendering requests, and/or OCR requests. These options allow you to share out the rendering processes to different Workgroup Servers, if required.

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Searching options

To improve usability of the user Search Results options, the search options that were also available on other option dialogs, such as the Search – Options dialog, have been removed.

Document Store Integrity Checks

The Document Store Integrity Check functionality has been improved in this release. When a Integrity Check is run on a Document Store in 9.3, it:

  • uses the document hash to ensure the stored document is valid and has not been tampered with.
  • checks if the document is missing and restores the document from backup store if a replacement is found (if Correct any errors that are encountered is checked). If it cannot find replacement, it will mark the document as missing.
  • checks for the number of documents that had a discrepancy with the reference count (single instancing).
  • generates a hash for the document if Generate hash for records that don’t have a stored hash is checked.

IDOL and KeyView

In this release the versions of IDOL and Keyview have been upgraded to version 12.0. Image Server, the component that allows you to complete OCR Image processing, has been upgraded to Media Server version 12.0.

The default query operator for IDOL has been modified to now be AND rather than OR.

For IDOL, this can be modified to be OR by updating the TRIM Content Service.cfg file and commenting out, or removing, the DefaultQueryOperator. See CM9.3_IDOL_DCI_Install_Config.pdf for details.

Elasticsearch

The version of Elasticsearch that is supported in 9.3 is 6.2.x.

NOTE: Due to Elasticsearch enhancements, when upgrading from 9.2 or 9.2 Patch 1 and you are using Elasticsearch for your content index, the Elasticsearch index for the dataset must be deleted and re-created. See the Content Manager Enterprise Studio help file and the CM9.3_ ElasticSearchInstall_Config.pdf for details on how to remove and create an Elasticsearch Index.

If your organization uses the Auto-Classification feature, you will also need to re-run the Classification/Category training

The default query operator for Elasticsearch has been modified to now be AND rather than OR. This cannot be modified.

When configuring an Elasticsearch Content Index, rather than defining the name of the Elasticsearch server and its port number, now you define the Elasticsearch URL. This enhancement allows you to specify the server name and port number or the HTTP or HTTPS in a single string. If you’re using the X-Pack authentication method, it allows you to specify the HTTPS-based URL for the Elasticsearch server here.

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The Authentication methods for Elasticsearch have also been enhanced. Now organizations can opt to use X-Pack authentication and/or Amazon Web Services (AWS) authentication.

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