Table of Contents
Overview
The Texas A&M Laserfiche Shared Service is a complete enterprise document content services system that combines powerful capture, processing, storage, retrieval and distribution of your documents and records. In addition to enterprise content management, Laserfiche provides drag-and-drop digital task automation for more efficient business process operation.
How was Laserfiche chosen as Texas A&M's preferred vendor?
Laserfiche was named by the Preferred Vendor Selection Subcommittee in 2010 and approved by President R. Bowen Loftin (memorandum).
Do I need to use Laserfiche for document management?
Per the memorandum approved by Dr. Loftin, unless a valid business case exists to do otherwise, all new document management implementations at Texas A&M should use the centrally supported Laserfiche product. Existing users of document management systems other than Laserfiche are encouraged to consider transitioning to the preferred product before making major upgrades to their current system.
How will support be provided?
Texas A&M Technology Services will provide central system administration. The license includes system support, which will be handled through designated campus personnel authorized to contact Laserfiche. The license does not include direct technical support for individuals. Users should visit the Laserfiche Support site. The site includes a knowledge base, user forums, code library, training videos and other resources.
What are my department's installation and administration requirements for Laserfiche?
Enterprise Laserfiche is a shared service, and it is installed on Technology Services servers. Departments also will need to allocate time and resources to assess their document imaging and document retention compliance needs. A local Laserfiche administrator to handle department access changes and Level 1 customer support should be allocated.
Does Laserfiche integrate with SharePoint and other Microsoft applications?
Laserfiche integrates with SharePoint and many other Microsoft applications. Some integration comes standard with Laserfiche; but, SharePoint and many of the other third-party applications would incur additional costs and would be an appropriate subject for the Steering Committee to determine whether the TAMU Laserfiche community is willing to appropriate funds to add on such features.
What are Laserfiche best practices?
- Not collecting SSNs in public Forms. Instead collect partial SSN
- Within Forms using security groups wherever possible. If you have lot of people that are submitters/business managers, they should be in a group
- Cleaning up Test data in Dev or Staging repositories on a routine basis
- Cleaning up Suspended/In Progress instances in Dev and Staging Forms on a routine basis
- Always have the repository name as the first starting condition in Condition based Workflow rule
- Always naming processes to start with the group name
- Configure Process Notifications in Forms so that notification is sent whenever a process gets suspended or terminated
- Set the File Storage Location to point to the appropriate one
How do I request a Laserfiche service account?
A service account is required to run automated processes. We recommend requesting individual accounts for your development, staging, and production environments.
- Access the Form: Open the Shared NetID Request form.
- Security Setting: Select No for "Enable Two Factor Authentication."
- Naming Convention: Use these formats to simplify management:
- Development:
svc-<deptname><groupname>-dev-lf
- Staging:
svc-<deptname><groupname>-stg-lf
- Production:
svc-<deptname><groupname>-prod-lf
Note: All automated processes should run under a service account rather than an individual NetID.