There are many reasons to migrate or upgrade to Captiva 7.0, EMC’s latest version of its industry-leading solution for capturing and converting content from paper documents such as bills, faxes, invoices, receipts, transcripts and more into digital data. This new product from EMC Information Intelligence Group boasts a variety of useful and intuitive new applications and features. Enterprises across the globe are upgrading or making the Captiva migration to 7.0 in order to take advantage of the new development tools, enhanced user experience, breakthroughs in performance and scalability and intelligent deployment tools that save time, cut costs and seamlessly capture information. It is also a great tool for firms as they move to the Cloud in 2014. Migrating may seem daunting, but many experts say it is well worth the effort, and with these six simple steps, it may not seem like such an impossible feat.

1. Deciding if Migration is Right for You

The first step of this process is simply deciding how much of your firm’s content capturing processes need to be migrated into the new Captiva format which makes further modification and maintenance much easier due to the simplified development environment. If your team decides not to convert to the new format, processes can be migrated to a Captiva 7.0 environment with only minor updates. If you decide migrating is in your future, then it’s time to work with your development team and complete the next steps.

2. Refactoring the Capture Flow Design

This important step involves creating the current IPP based code into a Capture Flow using the newer, user friendly Capture flow designer which is a drag and drop interface for building capture processes. This allows the capture process to full take advantage of the new architecture.

3. Setting up New Modules

There are a number of new modules in Captiva 7.0 that need to be set up within the new EMC Captiva Environment. Some of these modules are replacements of the older 5.x and 6.x modules, and some of them replace a set of older modules such as the Export Module.

4. Importing DPP or Creating Index Families and Document Types

In order to migrate Intelligent Capture projects (formerly known as Dispatcher), it is necessary to import the Dispatcher Project into the new Captiva Designer application, or create new index families and document types in the newer platform. The concept of document types, which can span across processes, is new in Captiva 7.0.

5. Converting Validations

Before deploying the new content capturing solution, or the newly updated version, it will be necessary to convert validations to the new format.

6. Creating Indexing Screens

Unlike previous versions, Captiva 7.0 comes with a new module called Captiva Desktop which replaces numerous user modules. This module allows for a highly configurable indexing and validation view, and allows for each indexing screen to be highly configurable. It supports many new features to make the data entry much easier and more secure. These screens need to be configured using a simple drag and drop interface in Captiva Designer.

7. Deploying the New Captiva Solution

In order to use all the new features in EMC’s Captiva 7.0, it will be necessary make sure everyone on your team understands everything that may be new or unfamiliar in this platform.

Final Factors to Consider

Remember, with the Captiva migration to 7.0, the SQL database is optional, IIS is not required and a both new Capture Flows, and legacy IPP processes are supported. Deprecated modules will be fully available and supported, but it will take some extra effort if you want to use the new modules and functions, and older modules may require a Backward Compatibility Pack. No new licenses are required if upgrading from Captiva 6.x, but migrating from 5.x will require new licensing. This EMC Captiva migration allows business users to go from a VB-based IPP solution with basic image generator and enhancement, recognition, IQA, Index and IndexPlus, Validation, Val2XML, File, Image and PDF capabilities, to an advanced XPP solution using CaptureFlow Designer and featuring desktop, extraction, image converter, image processor and standard export applications.

When upgrading or migrating to the new Captiva, however, it’s necessary to make all the upgrades as seamless for clients as possible. It’s also necessary to help business users at all levels transition to the new set of processes before, during and after the migration. With training and support, the migration/upgrade will be as seamless and successful as possible for your team and your clients. It’s worth the time and effort to plan ahead, communicate carefully and execute each step of the Captiva 7.0 migration/upgrade process with the future information and collaboration needs of the organization in mind.