Key Archiving Considerations & Common Archiving Approaches, a presentation from Crawford Technologies Inc. http://www.crawfordtech.com/

1. Key Archiving Considerations &Common Archiving Approaches A presentation fromCrawford Technologies Inc. www.crawfordtech.com Follow, Like and Join us at about.me/CrawfordTechInc

2. Document Archiving Considerations Performance Ingestion Retrieval Scalability Batch and/or ondemand reprint requirements Dynamic Marketing Privacy regulations and policies Retention regulations and policies Security requirementsPCI compliance, encryption, password protection… Costs Initial and Ongoing software support/management/maintenance Database and database management (use of BLOBs vs. file systems) Storage

3. Typically Leads to One of FourDocument Archiving Approaches Store the complete Print Stream. Retrieve specific pages and convert them on the fly. Split the Print Stream and store as individual documents. Retrieve individual documents and convert them on the fly. Convert the complete Print Stream and then store. Retrieve specific pages. Split and convert the Print Stream into individual documents and then store. Retrieve specific documents.

4. How do you determine which approach is right? These weightings are based on the presentment format being PDF or PDF/A Evaluate and weigh your business needs using this criteria and then determine which approach best meets your needs

5. PRO Dynamic Document Archive Stores the original print stream including all resources: Eliminates resource management issues Reduces number of files in archive No loss of metadata – retain tray pulls, etc, convert to any other file format on the fly Compressed at the page and resource level: Reduced storage space required Fast retrievals Retrieval is based upon byte count offsets: Fast retrieval regardless of location in archive file Runs on any platform and database Retrieval API available in Java, C/C++, .NET Uses file systems versus BLOBs Reduces dB cost and management

6. Consists of two main processes Ingestion of print file resulting in two outputs: AFF (Archive File Format) – the actual indexed and compressed print stream with resources The index file consisting of: File name of the AFF Page start Number of pages in each document User defined data for retrieval purposes (name, account no., etc.)

7. Consists of two main processes (con’t) Retrieval: Your retrieval application selects a document using user defined fields provided from the DDA indexing process The DDAPI is called passing the filename, pagestart, pagecount values Conversion to another format may also be requested via the API during retrieval File is returned, in memory for action by the retrieval application

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