IBM Enterprise Content Management delivers new capabilities for IBM Datacap V9.1.1, IBM Case Manager V5.3.1, IBM Daeja ViewONE Virtual V5.0.1, IBM Production Imaging Edition V5.3.0, and IBM Content Navigator V3.0.1

IBM United States Software Announcement 217-276
June 20, 2017

Table of contents
OverviewOverviewPublicationsPublications
Key prerequisitesKey prerequisitesTechnical informationTechnical information
Planned availability datePlanned availability dateOrdering informationOrdering information
DescriptionDescriptionTerms and conditionsTerms and conditions
Program numberProgram numberPricesPrices


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At a glance
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IBM® Enterprise Content Management (ECM) continues to deliver ever-increasing business value by enhancing the following products:

  • IBM Datacap V9.1.1 offers improved cognitive capture capabilities in its optional add-on, IBM Datacap Insight Edition.
  • IBM Case Manager V5.3.1 offers enhancements and new widgets to improve ease of use.
  • IBM Production Imaging Edition V5.3.0 offers enhanced usability with a completely updated bundle of supporting products with a Continuous Delivery model.
  • IBM Content Navigator V3.0.1 and IBM Daeja™ ViewONE Virtual V5.0.1 provide an improved look and feel, as well as valuable capabilities such as splitting and merging documents with page level manipulation.


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Overview
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Datacap V9.1.1 and Datacap Insight Edition V9.1.1

Datacap enables organizations to streamline the capture, recognition, and classification of business documents and to quickly and accurately extract important information from those documents for use by business users and in applications. Datacap supports multichannel capture by processing paper documents on scanners, mobile devices, multifunction peripherals (MFPs), or fax. Datacap also supports digital files, such as PDF, Microsoft™ Office files, and image format files that are created by users, as output from applications, or that are digitally faxed or emailed to their organization.

Datacap Insight Edition, an optional add-on product to Datacap, delivers advanced cognitive capture capabilities that enable IBM Datacap to process documents with the help of machine learning technologies.

New in Datacap V9.1.1:

  • Role-based job filtering.
  • Improved text search across multiple pages or set of merged pages and text search results can now be displayed in data tables as line item details.
  • Datacap Navigator now has enhanced support for Daeja ViewONE Virtual document viewer.
  • Datacap Navigator has been enhanced with batch level field editing, multiple line data panel input, and more.
  • Role-based Redaction audit trail is now available.
  • Updates to Barcode engine settings.
  • Various currency updates.

New in Datacap Insight Edition V9.1.1:

  • Improvements to Datacap Cognitive Capture functionality
  • New custom models when accessing Watson™ Natural Language Understanding

Case Manager V5.3.1

Case Manager is a platform for designing and deploying solutions that help people gather the right content, apply analytics for faster, more accurate decisions, and take action to assure better business outcomes. With Case Manager, organizations bring focus to the chaos of content, both structured and unstructured, on premises, in the cloud, in the office, or in the field with mobile devices. Decision-makers in all industries work better with the IBM Advanced Case Management (ACM) offering, which encompasses documents, data, social media, video, audio, images, and GPS data. For compliance with industry standards, it provides:

  • Flexible workflow controls
  • Access to powerful analytics and dashboards
  • Collaboration tools for internal and external workers
  • Complete audit tracking

New in Case Manager V5.3.1:

  • User interface modernization
  • Page and data layout enhancements
  • Dashboard widgets
  • New Quick Tasks
  • Enhanced solution packaging

Production Imaging Edition V5.3.0

Production Imaging Edition provides Enterprise Content Management architects with an integrated solution upon which they can base their content applications. A robust solution for managing the entire process of capturing, storing, activating, viewing, and redacting documents, Production Imaging Edition is designed to help users achieve a significant return on investment by reducing the cost of processing incoming paper, fax, email, and digital documents, in near real time, to accelerate business processes, improve efficiency, and lower costs.

Production Imaging Edition V5.3.0 includes the following components:

  • IBM Datacap V9.x
  • IBM Case Foundation V5.x
  • IBM FileNet® Content Manager V5.x
  • IBM Content Navigator V3.x
  • IBM Content Engine Bulk Import Tool V5.x
  • IBM Daeja ViewONE Virtual Module V5.x

New in Production Imaging Edition V5.3.0:

  • Change to Continuous Delivery Support model. IBM Production Imaging Edition has now adopted the CD support model. For details on the CD support model, see the IBM Software Support Lifecycle Policy website.
  • Update to the latest versions of the PIE bundled programs.
  • Removal of IBM Daeja ViewONE Professional.
  • Removal of IBM Daeja ViewONE Professional Permanent Redaction Server Module.
  • Addition of IBM Daeja ViewONE Virtual.

Content Navigator V3.0.1

Content Navigator is the unified ECM experience platform that spans mobile, web, and desktop form factors. It includes features that make it easy to create, share, manage, and collaborate on content by using ECM products, key partner solutions, and even third-party content repositories. Content Navigator is a modern, easy-to-use experience; an open-standards-based platform to build custom ECM applications.

New in Content Navigator V3.0.1:

  • New and improved look and feel
  • Capability to split and merge documents with page level manipulation
  • Streamlined document edition
  • Enhanced DocuSign integration
  • Online browser-based editor support for IBM Content Manage
  • External data services support for Navigator mobile
  • Navigator mobile entry templates
Daeja ViewONE Virtual V5.0.1

Daeja ViewONE Virtual provides a consistent viewing experience for a wide variety of content formats that enables users to open, review, mark up, and redact content without requiring the use of expensive native applications. Daeja ViewONE Virtual works on desktops, web, and mobile applications.

New in Daeja ViewONE Virtual V5.0.1:

  • New and improved look and feel
  • Capability to split and merge documents with page level manipulation


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Key prerequisites
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Case Manager supports Windows™ and Linux™.

For details, refer to the Software requirements section.



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Planned availability date
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June 26, 2017:

  • IBM Case Manager
  • IBM Daeja ViewONE Virtual
  • IBM Content Navigator

June 30, 2017:

  • IBM Production Imaging Edition
  • IBM Datacap


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Description
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Content Navigator V3.0.1 delivers the following:

  • New layout and feature navigation incorporates updated style guidelines for a modern user experience.
  • Dynamically work with documents at the page level throughout the document lifecycle. Capabilities include split, copy, cut, paste, merge, rotate, delete, and reorder. Changes can be saved as a new document version or a new document.
  • Navigator edit streamlines the steps required to check out, download, and edit a document using the user's workstation editors. Changes to the document are automatically checked in as a new version.
  • Enhanced DocuSign integration streamlines the document signature process with support for DocuSign envelopes, templates, and status updates.
  • Zero download Microsoft online browser-based editor support for IBM Content Manager.
  • Navigator mobile supports add, check-in, modify properties, and saved searches. Works with external data services to pre-fill data fields.
  • Navigator mobile entry templates enable common enforceable data policies.

Daeja ViewONE Virtual V5.0.1 delivers the following:

  • New layout and feature navigation incorporates updated style guidelines for a modern viewing experience.
  • Dynamically work with documents at the page level throughout the document life cycle. Capabilities include split, copy, cut, paste, merge, rotate, delete, and reorder. Changes can be saved as a new document version or a new document.

Accessibility by people with disabilities

A US Section 508 Voluntary Product Accessibility Template (VPAT), containing details about accessibility compliance, can be found on the IBM Accessibility website.



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Reference information
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For more information, refer to Software Announcement 216-538, dated December 13, 2016.



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Program number
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Program number VRM Program name
5725-A15 V5.3.1 IBM Case Manager
5725-B54 V5.3.0 IBM Production Imaging Edition
5725-C15 V9.1.1 Datacap
5725-Q04 V5.0.1 Daeja ViewONE Virtual
N/A V3.0.1 IBM Content Navigator


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Offering Information
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Product information is available on the IBM Offering Information website.

More information is also available on the Passport Advantage® and Passport Advantage Express® website.



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Publications
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For more information about Datacap, refer to the technical documentation in IBM Knowledge Center.

For more information about Case Manager, refer to the technical documentation in IBM Knowledge Center.



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Services
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Software Services

IBM Software Services has the breadth, depth, and reach to manage your services needs. You can leverage the deep technical skills of our lab-based, software services team and the business consulting, project management, and infrastructure expertise of our IBM Global Services team. Also, we extend our IBM Software Services reach through IBM Business Partners to provide an extensive portfolio of capabilities. Together, we provide the global reach, intellectual capital, industry insight, and technology leadership to support a wide range of critical business needs.

To learn more about IBM Software Services, contact your Lab Services Sales or Delivery Leader.



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Technical information
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Specified operating environment

Software requirements

Datacap V9.1.1 requires:

  • Server that is capable of supporting Windows 2008R2 or 2012
  • Compatible web browser that runs with a Microsoft Windows or Macintosh operating system
  • Workstation that is capable of supporting Microsoft Windows 7, 8.1, or 10 operating system for configuration

Case Manager V5.3.1 requires a workstation that is capable of supporting one of the following operating systems:

  • AIX® 7.1, or later
  • Red Hat Enterprise Linux (RHEL) Server 7.1, or later
  • SUSE Linux Enterprise Server (SLES) 11 and 12
  • Windows Server 2012 and 2012 R2
  • Windows Server 2016

Planning information

Packaging
  • IBM Case Manager V5.3.1
  • IBM Production Imaging Edition V5.3.0
  • Datacap V9.1.1
  • Daeja V5.0.1
  • IBM Content Navigator V3.0.1


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Ordering information
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Charge metric

Program name PID number Charge metric
IBM Datacap 5725-C15 Processor Value Unit (PVU)
    Resource Value Unit (RVU)
    User Value Unit (UVU)
    Connection
IBM Case Manager 5725-A15 Resource Value Unit (RVU)
    User Value Unit (UVU)

Processor Value Unit (PVU)

Processor Value Unit (PVU) is a unit of measure by which the Program can be licensed. The number of PVU entitlements required is based on the processor technology (defined within the Processor Value Unit (PVU) licensing for Distributed Software website) and the number of processors made available to the Program. IBM continues to define a processor, for the purpose of PVU-based licensing, to be each processor core on a chip. A dual-core processor chip, for example, has two processor cores.

Licensee can deploy the Program using either full capacity licensing or virtualization capacity (sub-capacity) licensing according to the Passport Advantage Sub-Capacity Licensing Terms (see web page below). If using full capacity licensing, Licensee must obtain PVU entitlements sufficient to cover all activated processor cores1 in the physical hardware environment made available to or managed by the Program, except for those servers from which the Program has been permanently removed. If using virtualization capacity licensing, Licensee must obtain entitlements sufficient to cover all activated processor cores made available to or managed by the Program, as defined according to the Virtualization Capacity License Counting Rules website.

1
An activated processor core is a processor core that is available for use in a physical or virtual server, regardless of whether the capacity of the processor core can be or is limited through virtualization technologies, operating system commands, BIOS settings, or similar restrictions.

Notes:

  • Some programs may require licenses for the Program and what is being managed. In that case, the following applies. In addition to the entitlements required for the Program directly, Licensee must obtain PVU entitlements for this Program sufficient to cover the processor cores for the systems on which the resources managed or processed by the Program reside.
  • Some programs may be licensed on a managed basis only. In that case, the following applies. Instead of the entitlements required for the Program directly, Licensee must obtain PVU entitlements for this Program sufficient to cover the processor cores for the systems on which the resources managed or processed by the Program reside.
  • A few programs on an exception basis may be licensed on a referenced basis. In that case, the following applies. Rather than obtaining entitlements for the activated processor cores available to the Program, Licensee must obtain PVU entitlements for this Program sufficient to cover the environment made available to the Referenced Program as if the Program itself were executing everywhere the Referenced Program was executing, independent of the basis on which the Referenced Program is licensed.

Resource Value Unit (RVU)

Resource Value Unit (RVU)is a unit of measure by which the Program can be licensed. RVU Proofs of Entitlement are based on the number of units of a specific resource used or managed by the Program. Licensee must obtain sufficient entitlements for the number of RVUs required for Licensee's environment for the specific resources as specified in the table below. RVU entitlements are specific to the Program and the type of resource and may not be exchanged, interchanged, or aggregated with RVU entitlements of another program or resource.

Note to Web Page Reader: Specific user table can be found on IBM Value Unit Exhibits for Passport Advantage Software.

Notes:

  • Some programs may require licenses for the Resources available to and the resources being managed by the Program. In that case, the following applies. In addition to the entitlements required for the Resources used by the Program directly, Licensee must obtain entitlements for this Program sufficient to cover the Resources managed by the Program.
  • Some programs may be licensed on a managed basis only. In that case, the following applies. Instead of the entitlements required for the Resources used by the Program directly, Licensee must obtain entitlements for this Program sufficient to cover the Resources managed by the Program.

User Value Unit (UVU)

User Value Unit (UVU) is a unit of measure by which the Program can be licensed. UVU Proofs of Entitlement are based on the number and type of Users for the given Program. Licensee must obtain sufficient entitlements for the number of UVUs required for Licensee's environment as specified in the table below. The UVU entitlements are specific to the Program and type of user and may not be exchanged, interchanged, or aggregated with UVU entitlements of another program or type of user.

Note to Web Page Reader: Specific user table can be found on the IBM Value Unit Exhibits for Passport Advantage Software.



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Terms and conditions
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The information provided in this announcement letter is for reference and convenience purposes only. The terms and conditions that govern any transaction with IBM are contained in the applicable contract documents such as the IBM International Program License Agreement, IBM International Passport Advantage Agreement, and the IBM Agreement for Acquisition of Software Maintenance.

Licensing

IBM International Program License Agreement including the License Information document and Proof of Entitlement (PoE) govern your use of the program. PoEs are required for all authorized use. Part number products only, offered outside of Passport Advantage, where applicable, are license only and do not include Software Maintenance.

Agreement for Acquisition of Software Maintenance

These programs are licensed under the IBM Program License Agreement (IPLA) and the associated Agreement for Acquisition of Software Maintenance, which provide for support with ongoing access to releases and versions of the program. IBM includes one year of Software Subscription and Support (also referred to as Software Maintenance) with the initial license acquisition of each program acquired. The initial period of Software Subscription and Support (also referred to as Software Maintenance) can be extended by the purchase of a renewal option, if available. These programs have a one-time license charge for use of the program and an annual renewable charge for the enhanced support that includes telephone assistance (voice support for defects during normal business hours), as well as access to updates, releases, and versions of the program as long as support is in effect.

License Information number

Description LI number
IBM Production Imaging Edition L-EFUL-AM2L3J
IBM Datacap Entry level L-AJAE-AFPNMH
IBM Datacap Base and 1000 EP L-AJAE-AFPL7B
IBM Datacap Add-on L-AJAE-AFPNKB
IBM Datacap OA L-AJAE-AFPND5
IBM Datacap AP and MC L-AJAE-AFPNG9
IBM Datacap APOA and MCOA L-AJAE-AFPNPB
IBM Datacap Network Scanning Device L-AJAE-AFPNS7
IBM Datacap Network Scanning Device Add-Ons L-AJAE-AFPNU8
IBM Datacap Enterprise Edition L-AJAE-AFPNVT
IBM Datacap Insight Edition Add-Ons L-AJAE-AFPNZJ
IBM Datacap Rulerunner Enterprise L-AJAE-AFPNQS
IBM Datacap Connectors L-AJAE-AFPNXF
IBM Datacap Mobile L-AJAE-AFPN2F
IBM Datacap Cursive Recognition and Signature Validation L-SUZI-AN5SFV
IBM Datacap Check Processing Check Pack L-SUZI-AN5SLH

See the License Information documents page on the IBM Software License Agreement website for more information.

Limited warranty applies

Yes

Limited warranty

IBM warrants that when the program is used in the specified operating environment, it will conform to its specifications. The warranty applies only to the unmodified portion of the program. IBM does not warrant uninterrupted or error-free operation of the program or that IBM will correct all program defects. You are responsible for the results obtained from the use of the program.

IBM provides you with access to IBM databases containing information about known program defects, defect corrections, restrictions, and bypasses at no additional charge. For further information, see the IBM Software Support Handbook.

IBM will maintain this information for at least one year after the original licensee acquires the program (warranty period).

Money-back guarantee

If for any reason you are dissatisfied with the program and you are the original licensee, you may obtain a refund of the amount you paid for it, if within 30 days of your invoice date you return the program and its PoE to the party from whom you obtained it. If you downloaded the program, you may contact the party from whom you acquired it for instructions on how to obtain the refund.

For clarification, note that for programs acquired under any of IBM's On/Off Capacity on Demand (On/Off CoD) software offerings, this term does not apply since these offerings apply to programs already acquired and in use by you.

Volume orders (IVO)

No

Passport Advantage applies

No

Software Subscription and Support applies

Yes. Software Subscription and Support, also referred to as Software Maintenance, is included with licenses purchased through Passport Advantage and Passport Advantage Express. Product upgrades and Technical Support are provided by the Software Subscription and Support offering as described in the Agreements. Product upgrades provide the latest versions and releases to entitled software, and Technical Support provides voice and electronic access to IBM support organizations, worldwide.

IBM includes one year of Software Subscription and Support with each program license acquired. The initial period of Software Subscription and Support can be extended by the purchase of a renewal option, if available.

While your Software Subscription and Support is in effect, IBM provides you assistance for your routine, short duration installation and usage (how-to) questions, and code-related questions. IBM provides assistance by telephone and, if available, electronic access, only to your information systems (IS) technical support personnel during the normal business hours (published prime shift hours) of your IBM support center. (This assistance is not available to your users.) IBM provides Severity 1 assistance 24 hours a day, 7 days a week. For additional details, see the IBM Software Support Handbook. Software Subscription and Support does not include assistance for the design and development of applications, your use of programs in other than their specified operating environment, or failures caused by products for which IBM is not responsible under the applicable agreements.

Unless specified otherwise in a written agreement with you, IBM does not provide support for third-party products that were not provided by IBM. Ensure that when contacting IBM for covered support, you follow problem determination and other instructions that IBM provides, including in the IBM Software Support Handbook.

For additional information about the International Passport Advantage Agreement and the IBM International Passport Advantage Express Agreement, go to the Passport Advantage and Passport Advantage Express website.

Variable charges apply

No

Educational allowance available

Not applicable.



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Statement of good security practices
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IT system security involves protecting systems and information through intrusion prevention, detection, and response to improper access from within and outside your enterprise. Improper access can result in information being altered, destroyed, or misappropriated or can result in misuse of your systems to attack others. Without a comprehensive approach to security, no IT system or product should be considered completely secure and no single product or security measure can be completely effective in preventing improper access. IBM systems and products are designed to be part of a regulatory compliant, comprehensive security approach, which will necessarily involve additional operational procedures, and may require other systems, products, or services to be most effective.

Important: IBM does not warrant that any systems, products, or services are immune from, or will make your enterprise immune from, the malicious or illegal conduct of any party.



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Prices
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For additional information and current prices, contact your local IBM representative.


Business Partner information

If you are an IBM Business Partner -- Distributor for Workstation Software acquiring products from IBM, you may link to Passport Advantage Online for resellers where you can obtain Business Partner pricing information. An IBMid and password are required to access the IBM Passport Advantage website.

Trademarks

Daeja and Watson are trademarks of IBM Corporation in the United States, other countries, or both.

IBM, FileNet, PartnerWorld, Passport Advantage, Express and AIX are registered trademarks of IBM Corporation in the United States, other countries, or both.

Microsoft and Windows are trademarks of Microsoft Corporation in the United States, other countries, or both.

Linux is a registered trademark of Linus Torvalds in the United States, other countries, or both.

Other company, product, and service names may be trademarks or service marks of others.

Terms of use

IBM products and services which are announced and available in your country can be ordered under the applicable standard agreements, terms, conditions, and prices in effect at the time. IBM reserves the right to modify or withdraw this announcement at any time without notice. This announcement is provided for your information only. Additional terms of use are located at

Terms of use

For the most current information regarding IBM products, consult your IBM representative or reseller, or visit the IBM worldwide contacts page

IBM United States