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ApplicationXtender Migration

ApplicationXtender Migration

We understand that companies need to change their Document Management Systems.  Perhaps you were acquired by another firm and are moving to a different core platform.  We are here to help you if that is the case.  We have migrated hundreds of millions of pages and have built tools to shorten the effort and lower the cost.

The bottom line to us is that you have invested years or decades into ApplicationXtender (AX) and the safe storage of your records.  We are going to make sure that you do not lose any of those valuable records and migrate them to your new system.

CASO Document Management’s Expertise

Over the past 20 years, we have built expertise in ApplicationXtender conversions. As an authority, we can handle extremely complex and highly customized set ups and migrate them into virtually any document management platform.

Here is a list of some of the platforms we’ve migrated our ApplicationXtender clients to:

  • Filebound
  • Onbase
  • LaserFiche
  • Alchemy
  • DocuWare
  • FileNet
  • M3
  • Markview
  • Papervision
  • Square 9
  • Stellent
  • Content Manager
  • Alfesco
  • eDocs
  • M-Files
  • Docushare

Considerations to Migrate Out of ApplicationXtender

The power of ApplicationXtender to store hundreds of different types of records with features like annotations can make a migration out of ApplicationXtender complicated.  When our AX Migration Team meets with you, they will review these considerations so that can maintain the necessary information from your current system.

  • Number of Records and Pages
  • Records Types
  • Document Versioning
  • Multi Indexing
  • Annotations
  • Audit Trails
  • Full Text Library
  • Live or Legacy System
  • Retention Hold
  • Sub Pages
  • File Size
  • DiskXtender Module
  • Reports Manager Module
  • Multiple Document Types in 1 Record

Data and Image Management Out of ApplicationXtender

If it was only so simple as copying out the images and data.  Moving images and data is complicated – especially when the system has existed for years and records and data have been stored in a wide range of formats.  This becomes even more complicated when the new system requires specific format or record types.

  • Data Normalization
  • Image Size Management
  • Image Type Conversion
  • Data File Structure
  • Image and Data Delivery Requirements
  • Audit of Extracted Data and Images
  • Documentation

CASO ApplicationXtender – Migration Module

We have built tools to handle many of the exceptions that may occur

  • Extract in Bulk or Incrementally for In Use Systems
  • Auto Removes Illegal Characters from AX Index Fields
  • Logs Pass and Failed Records
  • Final Index File for Review and Audit
  • Skips Failed Records for Continuous Processing
  • Ability to Identify Specific Records for Extraction
  • Preview “Test” for Records that Qualify for Extraction
  • CSV File Identification of Records to Extract
  • Fast Extraction – 30 to 50 Records per Second
  • Multi-Stream Processing
  • Output to Multi-Page TIFFs, PDF, or Native formats

Implementation Components

  • Functional Requirements sign-off
    • Record Types
    • Import format
    • Extraction Plan
    • Timeline
    • Solution Architecture
    • Environment Architecture
    • Extract timing
    • Inflight delta extracts
    • Audit logging
  • Extraction and Validation
    • Extraction Criteria – Document Type
    • Data conditioning
    • Index data sets
    • Import file
    • Syntax verification
    • Index and Document Image validation

Performance and Timing of Migration

  • Full Extract
  • Two Incremental Delta
  • Determine extraction windows

Sample Migration/Conversion Plan

  • We will perform an extraction, consisting of a full extract, prior to the production cutover. This will allow for incremental extractions to address document updates. Overall timeframe is as follows, with P = Production Cutover Date/Weekend.
  • P – 4 weeks: Optional test full extraction**
  • P – 3 weeks: Full test extraction
  • P – 2 weeks: 1st Incremental extraction
  • P – 1 weeks: 2nd Incremental extraction
  • Production cutover weekend

** At this point, data will be ready to test the full import process as it will be run for Production (e.g., dry run)

Learn how CASO can reliably migrate your document management system with accuracy and ease.

Contact us today to schedule your FREE consultation.

AX Dynamic Indexes

CASO has helped us get over the 'change hump.' Not only can we get things done quicker with the electronic workflow implemented by CASO, but we can also now measure productivity for staffing models and customer satisfaction.

IT Manager, The Philadelphia Contribution

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