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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 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.


Considerations to Migrate Out of AX

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 AX

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 AX – Extractions 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


CASO’s Expertise

  • 20 Years of Company Existence
  • 8 Programmers
  • Support Multiple AX Extractions Formats
  • Tools Pre-Built to Assist with Effort
  • Project Management Expertise


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 Extraction

  • Full Extract
  • Two Incremental Delta
  • Determine extraction windows


Sample Extraction Plan

  • Caso 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)

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

Quick Downloads

Resources at your fingertips! Simply click any solution below to download a free PDF. Not seeing what you're looking for? Check out our Resource Center for additional information. Data Sheet: Guest ViewDownload Data Sheet: AP WorkflowDownload Case Study: The Philadelphia ContributionshipDownload

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