Do you have a standard list of the requirements you have for external systems vendors when you require them to interface with Laserfiche?
Here is my working list - suggestions are welcome!
- We require that all documents and “Electronic Content” be stored in Laserfiche.
- The requirements of this storage:
- That integrations use Laserfiche Version 9
- The document images be stored in TIFF image format, natively in Laserfiche
- All access to documents should be done through the Laserfiche APIs available through the Laserfiche toolkit, purchased and licensed by the vendor from Laserfiche. No direct access to the documents, images, or LF databases will be acceptable.
- That the documents be stored with meaningful metadata so that the documents may be accessed, searched, etc. from outside of the system or integrated with other systems.
- That appropriate indexes be generated used to reference the documents in Laserfiche and not the internal “DocID”
- That the documents be stored using the Records Management features of Laserfiche so that our document retention and destruction requirements may be satisfied for each document type. The system should NOT automatically delete any documents (and will not be given the security permissions to do so.)
- That all access of documents be handled by the individual user accounts and not by service accounts wherever possible to preserve the audit record of the documents.
- That authentication be performed by Windows Authentication with Single Sign-on so that any integrations will appear seamless.
- That configuration options be in place to govern the rate at which the system can add documents to Laserfiche. (Documents per minute, etc.)
- That configuration options be in place to set the options for Laserfiche server, repository, templates, fields, and other configuration options necessary for the integration with Laserfiche such that the <organization> might maintain flexibility to make changes to the Laserfiche environment in the future.
- That the document searching criteria be designed to limit the load put on the Laserfiche system, and that configuration options be in place to throttle the rate of these searches if necessary.
- That <IT Department> and the customer departments have final approval on the design of the document storage, templates and index fields, RM design, and other aspects of ECM.
As you may be able to tell, we've learned from our past attempts.
What else what you add?