Using the Laserfiche UI in Your Integration

Using the Laserfiche UI in Your Integration

Using the Laserfiche UI in Your Integration Objectives How Laserfiche UIs can be used Which UI should you use How to build web integrations

How to build desktop integrations Why Use the Laserfiche UI? Benefits of the Laserfiche UI It already exists Familiar and powerful

No additional training necessary Built-In Tools Built-In Tools Easy to configure Free (mostly)

Powerful Database Integration Quick Fields Workflow Forms

Quick Fields Pull information from a database Verify captured data against a database Most useful at point of capture Workflow Pull information from a database

Verify captured data against a database Update data in a database Insert new data in a database Useful at any point Forms Pull information from a database

Pass information to Workflow Simplify data entry Other Options Snapshot Import Agent PDF activities

Advanced Options Workflow Web Service Pass data and parameters Custom Scripts/Activities Make Workflow or Quick Fields do new things

Can use SDK, but dont have to Resources Courses: BPM204: Workflow Integration Strategies BPM302: Connecting Workflow to the World CC208: Intermediate Quick Fields

Whitepapers: Custom Activities in Workflow (C#) Custom Activities in Workflow (VB.NET) Consuming the Workflow Web Service Integration Marketplace

Integration Marketplace Library of plug and play integrations Built by development partners Cost-effective Integration Marketplace

Cool integrations: Automatic email import CRM software Screen scraping Sample Integrations

Resources Integration Marketplace Marketplace Partners Web vs. Desktop Integrations Defining Terms

Web = typically URL Desktop = mostly CAT Web Integrations Convenient for other web apps Usable when off-site Easier to build

Desktop Integrations Work well with other desktop apps Provides deep level of control More challenging to code Requires desktop Client

Web Integrations Web Access vs. WebLink Web Access: Allows read/write access Convenient for internal use

WebLink: Read-only client Highly customizable Streamlined interface Features Embed web clients in your application

Control Laserfiche web clients via URL Search the repository Open entries The Possibilities Search the Laserfiche repository Add a search box to your application

Launch a pre-defined or templatized search Open entries Documents Folders Launch Web Scanning

The Basic Idea Programmatically create WA / WL URLs Embed those URLs in third-party apps Necessary Supplies Web coding experience

Integratable third-party application Web Access Help Files WebLink Help Files Advanced Search Syntax Whitepaper Web Access - Documents http://localhost/laserfiche/index.aspx?

db=LaserInvestigators# id=1878; View=metadata Mode=officeplugin Action=checkout Web Access - Searching

http://localhost/laserfiche/index.aspx? db=LaserInvestigators# search=searchquery; view=search;imageenable=true Web Scanning lfwa80://scanning/

? WebLink - Documents http://localhost/WebLink8/DocView.aspx? dbid=0&id=1878 http://localhost/WebLink8/DocView.aspx?

dbid=0&id=766&page=2 http://localhost/WebLink8/DocView.aspx? dbid=0&id=1934&openfile=true WebLink - Searching http://localhost/WebLink8/Search.aspx? dbid=0&searchcommand=searchquery

Make sure to URL encode your query! Desktop Integrations Client Command Line What you can do: Login as particular user

Run a search Open a document Client Command Line Launch the client and login automatically using domain authentication: LF.exe -l"LaserInvestigators" -W

Client Command Line Opening a document by ID and view it in the Metadata dialog: LF.exe -l"LaserInvestigators" -W E1930 -M0 -E specifies entry ID -M:

0: Metadata Dialog 1: Document Viewer

2: Electronic File 3: Electronic File (read-only) Use folder ID to go to that folder -r makes the folder the root of the tree Client Command Line

Run a search with S LF.exe -l"LaserInvestigators" -W -S"{[Case Files]:[Case ID]=\"7654\"}" Note: dont forget to escape quotes Client Command Line Command Line Reference:

http:// www.laserfiche.com/support/webhelp/Laserfiche/9.0/en-US/UserGuide/Laserfiche_Client.htm#A ppendix_D_Command_Line_Parameters.htm LFE Shortcuts Laserfiche shortcut files Launches the client and performs an

action: Open specific folder/document Run a search Checkin/checkout documents LFE Shortcuts Create by:

Drag out of the client while holding CTRL-Shift Workflow E-mail activity Simple XML Format: LFE Shortcuts Configure Repository and Login

Add server element in case the repository hasnt been used before LFE Shortcuts Open a document

Mode: 0: Metadata Dialog

1: Document Viewer 2: Electronic File 3: Electronic File (read-only) Use makeroot=y to open folder as root of the folder tree LFE Shortcuts

Launch search LFE LFE Reference: http://www.laserfiche.com/support/webhelp/Laserfiche/9.0/en-US/UserGuide/Laserfi che_Client.htm#cshid=Appendix_E_Parameters.htm

Introduction to CAT .NET library for controlling the Laserfiche Desktop Client New to Laserfiche 9 Included with the 9.0 SDK ImageEnable++

Uses for CAT Launching the Client Finding and using open instances of the Client Launching Scanning Opening documents Running searches

Adding custom buttons to the Client Retrieving the Clients connection Finding out what document is open or selected Silently printing/exporting And more Class Layout

ClientManager: Master class ClientInstance: Represents a single LF.exe ClientWindow: Represents a main window or doc viewer MainWindow DocViewer RepositoryConnection: A single Laserfiche connection One MainWindow can have multiple

RepositoryConnections Want Sample Code? 9.0 SDK Documentation: C:\Program Files\Laserfiche\SDK 9.0\Samples\ClientAutomation Samples.zip

MonitorConsole: Reports details about open instances of the Client. CustomButtonManager: Adds custom toolbar with various buttons that use CAT. ScanningLauncher: Shows how to use CAT to launch scanning.

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