The Alberta Pensions Administration Corporation implement Meridio
The Alberta Pensions Administration Corporation (APA) is one of the largest public-sector pension administrators in Canada. APA Corporation must retain records for as long as 70 years and, as a result, are required to store millions of documents. They are moving from a paper and microfiche-based information system, which is inefficient, costly and does not include electronic files, to an enterprise wide single system that will provide immediate access to all information – and have the appropriate retention and disposition schedules applied to ensure Legislative compliance.
HP consultants – working with a team from APA Corporation, Microsoft®, and Meridio – designed, configured, and installed an electronic document and records management system (EDRMS) to capture, catalog, file and provide fast access to millions of documents. The HP solution, which includes an HP storage area network (SAN), works hand in glove with the Corporation's proven Microsoft Office environment and its familiar user interface. This facilitates user acceptance, ease of use, and reduced training requirements.
"HP is delivering a total solution, a comprehensive, integrated document management system that meets all our requirements. In the HP solution, Microsoft Office, Meridio, and SharePoint all work
together hand in glove to help us serve our
members and pensioners."
– Janet Finlaison, Chief Information Officer, Alberta Pensions Administration Corporation
Summary: ...retention and disposition schedules applied to ensure Legislative compliance. Solution overview: HP consultants – working with a team from APA Corporation, Microsoft®, and Meridio – designed, configured, and installed an electronic document and records management system (EDRMS) to capture, catalog,...
Summary: ...Scottish and Southern Energy Case Study. Likewise, the system does not hold full card details once the transaction has been authorised by the payment gateway service provider.” As well as ensuring immediate information security, SSE must also keep historical data secure. SSE’s audit procedures require...
Summary: ...efficiently manage electronic documents and automate its compliance with records retention policies. Pacific Life turned to Microsoft® Office SharePoint® Portal Server 2003 and Meridio® eDRM. SharePoint Portal Server 2003 handles core document management, and Meridio provides transparent records management...
Summary: ...the need for more formal compliance procedure.” The frm moved quickly to deploy an automated records management system. Interwoven Records Manager enabled management of both physical and electronic records, while applying a consistent records policy that reduces offsite storage costs and mitigates the...
Summary: ...raised eyebrows over the need for more formal compliance procedure.” The firm moved quickly to deploy an automated records management system. iManage Records Manager enabled management of both physical and electronic records, while applying a consistent records policy that reduced offsite storage costs...
Summary: ...of information storage. The use of browser technology means that the system is familiar to users. They require minimal training and access can easily be provided to any member of staff in any location. As no specialist software is installed on the user’s PC, all updates and maintenance of the system...
Summary: ...and for supporting litigation events. With EAS, organisations can retain their email and fi le records for as long as regulations stipulate and can rapidly and reliably search for information required for regulators and/or litigators. During implementation of ZANTAZ EAS, users did not need training to...
Summary: ...archive itself is effectively managed. The fi rm will also look to implement a fi le archiving solution in 2005. Burnet, Duckworth & Palmer LLP Case Study 3 Implementing EAS Griffi ths adds, “EAS has allowed us to tap into the business benefi t of email communications. EAS was very easy to install and...
Summary: ...Fileplan whilst adding access control and disposal schedules. A Kofax scanning station was configured with the Kofax Ascent Capture 7.5 client. This provides the capability to scan existing paper based documents directly into the electronic Fileplan in Meridio. The deployment of the solution has allowed...
Summary: ...system for its desktops and a Microsoft Enterprise Agreement for low-cost volume licensing. The key issue was over the choice of proven eDRM software that helped users to store, access, and share information simply, using the familiar interface of the Microsoft Office “Better external collaboration...
Summary: ...EDRM) solution provided by Meridio, a Microsoft Gold Certified Partner. Meridio 4 is based on the Microsoft .NET Framework. Users can access the functionality of the Meridio 4 records management solution through familiar Microsoft tools, maximising user acceptance of the technology and reducing training...
Summary: ...a new Document Management system, Galam decided in September 2005 that Meridio’s eDRM system met their functional and architectural requirements and were anxious to implement the solution as quickly as possible to achieve a fast Return on Investment. HP their local IT supplier was chosen to be the Systems...
This is a small selection of the Autonomy case studies available, please visit our publications site at http://publications.autonomy.com/ for more information.
Summary: ...Meridio RM Features Matrix. Collaborate on documents managed within an eDRM system using the full collaboration facilities of SharePoint • Manage shortcuts between the collaborative environment and content stored in the eDRM system • Index content from the eDRM system and SharePoint and present them...
Summary: ...the compliance and disposition piece of this solution to ensure that information related to a legal or regulatory matter isn’t accidentally deleted or kept too long, while managing information in place to eliminate the need to copy or move data. Furthermore, Meridio provides automatic categorization...
Summary: ...categorization, and the definition of corresponding retention periods are automated using a policy-based approach,with the option of end-user involvement should administrators so wish. Manage In Place (MIP) or Move to Cost Effective Storage Many enterprises have implemented or acquired a number of disparate...
Summary: ...architecture. WorkSite for SharePoint adds the security, scalability, and lifecycle management of WorkSite to SharePoint. Using a single user interface, this solution enables proper storage and retention management through seamless integration to an existing SharePoint deployment. www.autonomy.com Copyright...
Summary: ...management purposes it must come under the control of an eDRM system. The burden of control cannot be placed on end users; many lack the skill or the will to properly categorize email. This problem becomes worse when organizations take control over legacy repositories. Meridio EDC provides automation...
Summary: ...Automated policy application governing all aspects of information lifecycle, including deletion prevention, storage management and ultimately disposition management by applying meaning-based policies at data creation • Automatic alerts for document custodians if deletion of important information is...
Summary: ...derivatives. The solution is based on proven technology as used by the majority of the ‘Fed-18 banks’ and is available now as a pre-packaged, easy to install, low-cost system for sell side and buy side firms. • Autonomy GCM Commodities brings full automation and control through a single, specialized...
Summary: ...Implementing eDRM has previously been seen as a major system project, which requires organizations to address culture change, process redesign, significant new IT infrastructure development and a major training program. Standalone eDRM solutions have proven to be expensive, risky, often have failed to...
Summary: ...program. Standalone eDRM solutions have proven to be expensive, risky, often have failed to move beyond the pilot stage and where they have, the business benefits resulting from deployment have not lived up to their promises. It is clear that a better approach is needed if eDRM is to move from being a...
Summary: ...available to persons without an appropriate level of security. Autonomy is the only solution that provides audio governance with the same accuracy and security as traditional documents and text based communications. ICE can apply such policies as retention schedules, disposition management, and legal...
Summary: ...files that burden enterprises. Beyond simply moving content to cheaper storage, DSpro intelligently clusters, classifies, and de-duplicates (conceptually and otherwise) content before it is sent to the archive so that only the desired objects are archived for the appropriate retention periods. Autonomy...
Summary: ...their digital assets in a controlled environment, while optimizing the change management, retention and disposition rights of all their high value content. By providing constituents with self-service access, marketing personnel no longer have to spend time fulfilling content requests from the field.
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This is a small selection of the Autonomy Product Briefs available, please visit our publications site at http://publications.autonomy.com/ for more information.
Summary: ...legal and regulatory concerns, it no longer makes sense to consider archiving as a standalone solution or, worse yet, to subscribe to the methodology that all data, no matter its purpose, should be moved to a single, managed repository. Archiving and the strategy it is part of must now be considered within...
Summary: ...together with control buttons and status information. • JRun 4 • Tomcat 5 • Resin 2.1.1 • ServletExec 4.2 • WebSphere 5 • WebLogic 6.1 Technical Brief ? Editing & Configuration From time to time the administrator may decide to alter the features and functionality of the Autonomy installation....
Summary: ...Autonomy Connector for SharePoint. Perfect Configuration Autonomy’s unique solution is highly configurable, enabling organizations to create a perfect configuration without the cost of custom integrations. The KeyView Filter gives an application the ability to simultaneously filter multiple documents...
Summary: ...re-engineering or training. All Autonomy solutions and modules are developed using our API, making Autonomy Application Builder™ an extremely powerful and proven toolkit. Features Autonomy's core infrastructure now enables all core modules to intercommunicate with one another delivering the key benefits...
Summary: ...Windows NT and can be controlled by the Windows Service Control Manager ?Automatic Application Control - Set up schedules to automatically monitor the performance of multiple Autonomy application in regular intervals ?Multiple Application Configuration - View and modify the configuration of multiple Autonomy...
Summary: ...systems, repositories and document formats. Contact Autonomy to find out more. • Configurable aggregation of Newsgroup Server stored documents • Configurable filtering of Newsgroup Server content • HTML rendering of various data formats • Import parameters compatible with any other Autonomy indexing...
Summary: ...an internal location (for example, from a computer on your network), the administrator needs to configure File System Fetch which, for example, can be installed as one of the Portal-in-a-Box components. Depending on how File System Fetch is configured, it will: • read a specified text file that lists...
Summary: ...whiteboard • Keep up-to-date with internal developments. Autonomy prerequisites Autonomy Portlets require an Autonomy installation that includes an IDOL server. IDOL server facilitates core information operations that the Portlets utilize. It allows the Portlets to handle requests for user and agent...
Summary: ...IDOL functionality, with additional sophisticated collaboration tools, as well as critical pan-enterprise applications. • Configurable aggregation of Lotus Quickr applications, including Seedlist retrieval, and content storage systems. • HTML rendering of various data formats using KeyView. • Import...
This is a small selection of the Autonomy Technical Briefs available, please visit our publications site at http://publications.autonomy.com/ for more information.
Summary: ...costly and does not include electronic files, to a single eDRM system that will provide immediate access to all information – and have the appropriate retention and disposition schedules applied to ensure legislative compliance. It is anticipated that benefits associated with the new eDRM system will...
Summary: ...of records related to a given project that can share the same retention and disposition schedule. Instead of all files in a given project being naturally disposed of at the completion of the project, the retention and disposition schedule must be specified by the content type. Autonomy ControlPoint: Information...
Summary: ...use, rights of access, retention and disposition periods of each business document. The policies and rules of information governance are often held in a Retention Schedule, which can be implemented as a flat or hierarchical structure – also known as a file plan (see diagram); 2. The technologies which...
Summary: ...retention and disposition by applying meaning-based policies at data creation • Automatic alerts for document custodians if deletion of important information is attempted • De-duplication to minimize storage costs and reduce discovery times Autonomy solutions are fully configurable: records declaration,...
Summary: ...and disposition by understanding the meaning of all information across an enterprise regardless of data type, language or repository. Autonomy provides: • Automated records declaration and categorization based on meaning of content • Automatic retention and disposition by applying meaning-based policies...
Summary: ...quickly splinters into disconnected and overlapping threads, round robin decision-making, challenges with version control and other inefficiencies. A team member’s in-box fills with messages headed Re:Re:Re:, each of which must be combed for new information, or guiltily ignored and deleted. Meanwhile,...
Summary: ...servers according to configurable corporate policies, and moved the information into a long-term repository. These solutions solved the immediate and urgent problems of email server volume without creating the inefficiencies and risks of the local personal archive approach. The best of these solutions...
Summary: ...will balk at any process that is excessively cumbersome. Thus, any RM strategy must incorporate approaches that enhance adoption by avoiding the imposition of new burdens on users. The process of moving new records into the RM system must be painless and intuitive. Metadata profle forms must be fast and...
Summary: ...Autonomy's Rich Media Solutions for SharePoint. exponential storage costs, performance degradation of the source system and legal search functions, deleted or lost records and difficult and time-consuming eDiscovery and audit processes. Companies attempting to offload audio files to low-cost storage systems...
Summary: ...that interoperate with .NET-based applications must be registered on the target computer. COM objects have to be specifically registered, whereas COM+ objects are installed into the COM+ catalog. COM code is considered “unmanaged” code since it does not leverage the .NET Framework. Serviced Components...
Summary: ...content), portal usage reporting (enhanced usage reports), Excel services and Business Data Catalog Configuration Autonomy’s Advanced Search and Scalability Solutions for SharePoint 13 Non-scalable Storage The long-term cost and management of storage is a huge issue since all SharePoint content is stored...
Summary: ...folder within the hierarchy and being assigned an appropriate retention period and security. Meridio has very flexible retention periods which can be time or event based. Retention can be applied at the folder or record level. When applied at the folder level, all records within the folder are disposed...
This is a small selection of the Autonomy White Papers available, please visit our publications site at http://publications.autonomy.com/ for more information.
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