Migration from OmniDocs to LF

replied on November 6, 2017

Hi Sheila,

Have had a quick google, it looks like OmniDocs supports CMIS, so there's a way to extract the documents into a native format. Is there much metadata or is OmniDocs just folder-based?

If you're unable to gain assistance from your OmniDocs vendor of the company itself, then I'd suggest having your friendly neighbourhood developer look at a system with OmniDocs installed. Often, like as happens with Laserfiche, EDRM/ECM systems include APIs as part of their base installation. And usually, those APIs are written in such a way that are easy to use; which means extracting documents and metadata can be easily achieved, after about a week of investigation.

The last time I looked, there were three classes on migration, planned for Empower 2018. I'll be presenting one of them and I'm sure they will all be useful for you. :)

-Ben

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replied on November 6, 2017

Hi Ben,

There are metadata with the documents (i.e Customer_ID, Account_Number and Customer_Name). There is approx. 900 GB to migrate into LF. If I can please have some idea on how to get started on CMIS because this is a whole new topic to me. How to launch the CMIS platform on Laserfiche? I have installed it and I can see only the LF CMIS 10.2 Documentation. Thanks to advise.

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replied on November 6, 2017

Hi Sheila,

The CMIS platform on Laserfiche will help you get data in and out of Laserfiche. So it's not going to help you to get data out of OmniDocs. As I said above, searching for an OmniDocs SDK might be your next option. That, or OmniDocs specialists. There seems to be a number of other Laserfiche customers wanting to migrate from OmniDocs. Perhaps we can work together, and then I'll be able to produce an extraction tool for OmniDocs. Is that something you'd be willing to work together on?

-Ben

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replied on November 23, 2017

Hi Ben,

I want to know which information should be required from the OmniDocs vendor to be able to perform the migration from OmniDocs to LF?

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replied on November 23, 2017

Hi Sheila,

In terms of metadata, get everything. There may be data types that don't match up with Laserfiche. There may be data constructs that don't match up. For now, don't worry just get everything. Try to get the data in something with structure, like XML. If OmniDocs is simple and doesn't have concepts like "multi value field" then a CSV ought to be enough.

In terms of documents, decide if you want an export of all of your documents. Perhaps OmniDocs has documents that old and should have destroyed under your records management policies, in which case there's no need to export all documents.

Finally, make sure the metadata export contains a field or column to lnk each metadata record to the exported documents. Like laserfiche, each metadata record may link to serveral documents. Several records may link to a single document.

Have you a developer or technical person to carry out the migration and talk to OmniDocs? If not then the most important thing is to get as much data as you can.

If it were me, I would also attempt to find and use an OmniDocs API, to gain better control over the export, and export directly to a format compatible with Import Agent (or migrate directly in to Laserfiche).

I'll be talking about migration in a session at Empower. Feel free to chat.

-Ben

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replied on November 30, 2017

Hello Ben,

Is there any OmniDocs API currently available that you may have come across?

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replied on November 30, 2017

Hi Sheila,

According to the marketing, there's a Java and a SOAP API. It's also ODMA and WebDAV complient.

Often the API is installed with the fat client (like Laserfiche) or will be on the CD.

You could then hunt for the Java libraries on the computer and for the documention on the net, or from Newgen.

-Ben

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