SmartSearch Image XChange
The answer for content enabling your core business applications

As the central repository for all your business content, SmartSearch serves as the hub for business automation. Leveraging the power of Image Xchange, business users can quickly access critical content to make informed decisions regardless of the application they are running.

SmartSearch Image XChange now makes that stored content available to users from virtually any business application without the complexity or expense of standard integration.

What Is It?

Image Xchange enables SmartSearch users to seamlessly integrate their SmartSearch Archives with most any line of business system. Using GDI hooking aka "screen scraping" technology, users can search the SmartSearch Archives using one or more values right from any window they are viewing.

Any text based value contained within the header, body or caption of the application can be used to run a search against the SmartSearch Archives, effectively image enabling your line of business application without the complexity or expense of standard integration.

How It Works?
• Stored Searches within SmartSearch are designated to appear within Image XChange by the administrator. This is accomplished during Search creation or modification by checking the Options box for Image XChange Search Enabled.

To leverage the power of Image XChange:
• Simply click Image XChange system tray icon and selects a desired search from the list which has been pre-defined within SmartSearch.


• Place the cursor over any text value, select the CTRL + right click, and the document search results set are displayed. (Optionally the content can be automatically loaded into the document viewer.)


• If the search has only a single index field prompt it will automatically be run and show results.
• If the search has more than one prompt, the search prompt will be displayed and the user selected data will be displayed in the first prompt field

• To run the same search again, simply point to another value and select CTRL + right click. Your default search stays active throughout the day, ready to find the content you are searching for.


• To run a different search simply click the system tray and select a new default search.



No Programming Required – Image Xchange achieves integration without the need for time-consuming programming, scripting or any modification to your line of business application. This allow organizations to integrate multiple applications at a fraction of the cost traditional for integration

Full SmartSearch Functionality – Documents accessed through Image XChange have the full functionality of the SmartSearch client including the ability to launch, print, email, enhance, annotate, redact, and edit documents.

Business Cases

  • Accounts Payable – View an invoice, Packing List or PO directly from screens within your Accounting or ERP Application by clicking a PO Number.
  • Customer Service – View signed proof of deliveries, executed contracts without the added steps of opening SmartSearch
  • Legal – Access client records from your case management software with a simple click of the matter number
  • Warehouse Management – View pick tickets or packing lists from your ERP solution.
  • Medical – Access EOB’s or referrals directly from your Electronic Medical Records application by selecting the EMR number or patient name..
  • Education – Direct access to Transcripts, Permanent Records, PPT’s, IEP’s or 504 plans from the student records database.

More technical information including installation is available within the Square 9 Support Wiki

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business applications

 

Technical Points
• Image XChange is sold and installed as a standalone, client side application.
• Using Image XChange requires that SmartSearch be installed on the client PC.
• Image XChange is concurrently licensed by seat and must match the number of SmartSearch seats purchased.
• Use of the application will consume a SmartSearch license upon the running of a search and until the results screen and document viewer are closed.
• SmartSearch authentication will be enforced through single sign (Active Directory) or through authentication screen.

Supported Applications
Financial:
• Oracle Financials
• MS Great Plains/Dynamics
• QuickBooks
• PeachTree
• ACT
• Goldmine

CRM/Sales:
• MS CRM
• Sales Logix
• Commerce
• Salesforce

Legal:
• Aspen Case Management
• ProLaw
• Amicus Attorney
• Summation
• IManage

Healthcare:
• Misys CPR
• McKesson
• Medipack
• Cerner
• Meditech
• Eclipsys
• Perfect Care

Government:
• Tidemark
• Sungard H.T.E
• Munis

Education:
• Sungard Banner
• Datatel Colleague
• SASI
• PowerSchool
• Pearson Chancellery
• CIMS

ERP:
• Microsoft Axapta
• Peoplesoft
• JD Edwards
• Lawson
• Siebel
• SAP R/3

Supported Platforms
• Windows
• Web
• Terminal Emulators
 o RUMBA
 o Client Access
 o UNIX VT100
 o Reflections
 o All 3270 and 5250 emulators
• JAVA
• DOS

Requirements
• Microsoft IIS 6.0 or higher
• .Net 2.0-3.0 framework

**Image XChange works on virtually any platform or application. Contact Square 9 Softworks today to learn whether your application is compliant

129 Church Street, New Haven, CT 06510 - Tel: 203-789-0889 - Email: info@square-9.com
Copyright © 2009 Square 9 Softworks, LLC. All rights reserved.