Product Information About WORLDOX and the Company Behind It WORLDOX at Work WORLDOX Partners and Resellers WORLDOX Product Support
 
 
 

WORLDOX® - World Software Corporation®
By Tom Burke

June, 2002
Version 1.0



V. WORLDOX® - THE PRODUCT

SUBSECTION
DESCRIPTION
A
Overview (in development)
B
C
D
E
F
Appendix

* (WORLDOX 2002 & WORLDOX/Web 2 functionality not included)

B. WORLDOX 2000* Functions/Features List

Graphical User Interface
Drag and Drop column headers at the individual user level
Build and Save custom column headers displaying the data that you want displayed
Display or Hide WORLDOX Explorer Tree
Display or Hide WORLDOX Profile Bar
Display or Hide Profile comments
GUI Layout may be locked down to a Firm standard or set on a user by user basis
Quick sort column buttons allows users to sort file listings in ascending or descending order
Supports displaying document information such as Date Created, Date Update, Extended Name, Comments, Versions, Text Hits, as well as 7 profile field meta data values per document
Quick Pick allows quick access to recently accessed Files and Folders along with capabilities to perform quick searches
Preferences and layout can be saved on a user by user basiS
User built speed buttons allows quick one-click access to commonly used files
The WORLDOX Path Tree gives explorer like access to your drives, folders and files
Profile Windows displays the 7 profile fields along with the extended name and comments information
Windows resizable (horizontal & vertical)
File Manager
Copy and Profile files
Move and Profile files
Delete files with WORLDOX Recycle bin protection
File shredding
Undelete files
File Check-out and Check-in feature
Zip files to free up disk space
Full Explorer like path tree capabilities
Profile and import non WORLDOX documents
Open With - Allows users to tag a file and open with a selected application ("Launch")
Edit a profile and change field information or add additional comments
User Based History Lists
Favorite File list - lists the last 20 files used (can be set to a larger number)
Favorite Folders - lists the last 20 folders accessed (can be set to a larger number)
Document Stamping
Document Stamping (document ID and other fields printed on the bottom of a document(s).]\
File Audit Tracking
Builds a detailed searchable audit trail database on files stored in the DMS
Query and print a detailed audit trail on an individual file
Query and print date range audit information
Query and print the audit trail by event types
Query and print the audit trail by user codes
Viewers (Outside/In - Stellent)
View over 150 file formats via the Outside/In viewers
View results of text in file searches
View zipped files
Toolbar/Menu commands within viewer
Search/Find text in a document
View and Print from Viewer with the source application formatting codes
Copy & Paste to the clipboard
Copy & Paste directly to another document
Split screen horizontally/vertically
Views Headers & Footers in documents
The WORLDOX Indexer utilizes the Outside/In viewers to open and index the documents for full text
Document Security
Place Security on an individual File or group of files
Protected security allows other users read only access to documents, forms, templates
Hidden security allows authors to hide documents from other DMS users
Custom allows the setting of group level security on a document
Security may be combined with the network operating system security to lock down users outside the DMS
Block access to Windows Explorer via Windows Registry modification
Printing
Print File listings - prints a reports of currently displayed files from the WORLDOX GUI
Select and Print Files right from the WORLDOX File Manager
Print files right from the WORLDOX viewer
Version Control
Create and track up to 26 versions of a single document
Ability to turn on sub-versions to allow up to 26 versions of a version
Version list allows you do display versions of a file
Launch and run Compare programs such as CompareRite, DeltaView or Synergy
Check-out and Check-in capability for work on versions outside the office
Integration (via ODMA, Macros or WORLDOX unique soft-popup) - For complete listing, visit www.worldox.com/partners/integration.html
Automatic popup with imaging products, Visio, Fax & other apps
With leading Case/Matter Management Systems such as Amicus, Time Matters
With macro programs like SoftWise and others like Crosswords
With Comparerite, Delta View and Synergy
Searching
Full text searching with support for Boolean operators (AND, OR, BUT NOT, WITHIN "X words)
Profile Field Searching
Date range searches - Date Created and Date Updated
Combination Full Text, Profile and Date Range searches
Client / Matter Quick Access
Global and user defined search templates
Last find request eliminates rekeying information on similar searches
Global and user created Quick access Buttons and Favorite lists
File number/name
DropZone
Profile and manage MAPI compliant E-mail messages and attachments
Profile and manage Digital Photos, Images and other electronic files
Drag and drop from any OLE compliant application
Track and locate items imported using DropZone via QuickPick
E-mail (Novell GroupWise and Microsoft Outlook)
Select files to e-mail then click on the mailbox to start a new message
Within GroupWise or Outlook select the attach file button and you will get the WORLDOX GUI
Select File Save As while reading an e-mail and WORLDOX will profile that message
WORLDOX Mirror Mode
Runs WORLDOX program files locally - EXE's and DLL's reducing Network overhead and traffic
Mirror application changes from Network to the local users hard drive
Allows notebook users to have a fully functional version of WORLDOX when traveling
Allows users to use WORLDOX even if disconnected from the network
WORLDOX Data Mirror Mode (Echo or Shadowing of Documents)
Echoes a copy of recently worked on documents to the users local drive for access and use in case of a network crash (Default is 7 day life span for locally mirrored documents)
Allows users to create and edit documents while the network is down
Synchronizes locally mirrored documents with network once network is back up and running
WDAdmin - WORLDOX Administration Program
Create, Edit and Delete Users
Import users via an ASCII delimited file
Setup WORLDOX and WD Admin Passwords
Set WORLDOX File locations
Easy access to upgrade license count, serial number
Create and Edit Profile groups
Import Profile group information from other DMS
Setup WAN domain
Manually run a domain clone
Setup and manage security groups and rights
Setup and manage security classifications for documents
Add edit field table data
Import field table information from an ASCII delimited file
Run field table maintenance and repair utilities
Configure the Audit trail databases
Query the Audit trail databases
Build an index on the Audit trail databases
Setup and Run Archiving of documents
Restore undelete protected documents
Purge the WORLDOX recycle bin
Setup the WORLDOX program preference settings
Setup comparison software such as CompareRite, DeltaView or Synergy
Setup of the Translation table
WORLDOX Profiles created via WD Admin
Create up to 256 Profile Groups per installation
Profiles may contain up to 7 profile fields along with extended name and comments field
Profile fields can be required or optional
Profile fields can be tied to lookup tables with data validation and sight validation after field entry
Lookup tables may be common and shared between multiple Profile groups
Profile fields may be linked to prior field in the case of Client and Matter
Profiles may be specified as base path only - forcing a standardized directory structure
Profile fields may be used to create subdirectories for base path scenarios
Extended name or description of document is 60 characters
Comments field may contain up to 5000 characters per document profile
Library (logical sub-directories) feature may be enabled or disabled per profile group
Undelete protection may be turned on per profile group
Profile Groups may be flagged as read only to protect forms, templates, secure or legacy documents
Profiles have UNC support for Wide Area Network Installations
WORLDOX Users created via WDAdmin
User information may be imported from a ASCII delimited file
WORLDOX Users may also be linked to network login ID to allow for seamless startup
Users may be regular users, managers and or WORLDOX Web users
May grant specific data mirroring range per user as opposed to using the global setting
WAN Support
Centralized administration via WDAdmin
Full Text and Profile search capabilities across the WAN
Domain Cloning - scheduled or manual, keeps all offices updated with changes
Automatic UNC drive mapping
WORLDOX Indexer (dedicated PC required)
ISYS search engine is licensed and embedded in WORLDOX
Indexes Full text of documents and PDF files using the Stellent Outside/In viewer technology
Indexes Profile information in real-time
7 x 24 scheduler
Scheduler can handle events such as database maintenance and Client Matter imports
Nightly scheduled builds of indexed databases built to Indexers local drive to reduce server overhead
Report Writer
Create and save custom reports on Profile information
Export WORLDOX data to ASCII delimited files for use in other firm applications
Print User lists
Print lookup table reports
Archiving
Move documents from active directories to separate archive directory structure
Archive directory structure mimics active document directory structure
Automatically compresses documents with PKZIP
View archived and compressed ZIP files without decompression
Automatic restoring documents to active files directory
Search Archive documents via profiles and/or text or other attribute
Search both Archived and Active directories with one search and one file list
Importing and Conversion Toolkit
Convert data from PCDocs, SoftSolutions, iManage and others
Import data from ASCII delimited files
Import Client/Matter information from Time and Billing systems
WORLDOX/Web (separate product)
Safe secure internet access to your documents
Profile and Full Text search capabilities (similiar to the Worldox client)
View documents via HTML in a browser
Download documents
Grant clients limited rights and limited access to a subset of documents (extranet capabilities)
Grant employees full or limited access
Upload and profile documents created off site
Check-out documents for work out of the office
Check-in documents
No special client software needed on PC for Web Access
WORLDOX API / SDK
Allows programmers to access WORLDOX data from other applications

NOTE: THIS LIST OF WORLDOX FUNCTIONS AND FEATURES IS INCOMPLETE AND WILL BE UPDATED CONTINUOUSLY. FOR A MORE COMPLETE LIST OF ALL FUNCTIONALITY, PLEASE CONSULT THE DOCUMENTATION AND/OR MANUALS OF WORLDOX.

C. Operations of WORLDOX
1.When a document is Saved (or Save As) in an integrated application WORLDOX automatically appears (or pops up) and offers the end-user the capability to -
  a) Give the document up to 8 more end-user specified items of information
(profile fields) to identify the document. (We refer to it as a Profile Group and Profile Fields);
  b) Access database tables related to each Profile Field to ensure valid item entry and consistency of input;
  c) Link Profile Fields so the "child" is a subset of its "parent."
  d) Give a document a Long File Name of up to 60 characters;
  e) Automatically assign a system file name;
  f) Windows Operating System automatically assigns the date created and date last updated, the file's attributes and size of the document, all of which information is used and accessed by WORLDOX.
  g) Add security rights to the document;
  h) Specify the file format the document should be saved in (if different from the in-use application);
  i) Assign and route the document automatically, without user intervention, to a specific subdirectory controlled by the selected profiles and related database tables described in a) and b) above

By completing the above sequence the user has fully cataloged the document into WORLDOX and is immediately and seamlessly returned back to its originating application for the next operation and the document is saved to the "correct" directory "hands-free" from the end user.

(Other Operations of WORLDOX [Finding, Browsing, Path & Disk Navigation, etc.] are being prepared and will be published soon.)

D. WORLDOX as a Product is CHARACTERIZED as:
1. "Fast" in basic execution, searching and index creation.
2.


WORLDOX is efficient as it only takes up only 5% of Windows resources and 20 megabytes of disk storage for the entire program. Its index overhead is approximately 20% of the document database.
3.





It is Resilient since it has a dual profile database - both distributed and central - there is no single point of failure. There are also four or five ways to find your documents. WORLDOX also has Data Mirror Mode where your documents are saved both to the file server and your local "C" drive. If the network goes down, you can still work as WORLDOX and your word processor also reside on your "C" drive. This document duplication capability also serves as an additional means of backing up your documents.
4.

It is Powerful. Included in WORLDOX is ISYS. ISYS permits simultaneous indexing of 5 to 16 servers with a total document capacity of 32 million documents.
5.

WORLDOX is "non-invasive" technology. As such it does not change your file/path name, document location and system files and applications during the installation phase.
6. Its Graphic User Interface is powerful, flexible and easy to use.
7.

Having a Profiling System that is "elegant" and scalable to enable WORLDOX to realistically become the Enterprise Document Manager®.
8.

As having the best index text search engine ("ISYS") on the market according to the computer trade press (InfoWorld). We are the only DMS using ISYS.
9.


WORLDOX's Viewer Technology ("Outside/In") is acknowledged by many software vendors as the best on the market. In 1992, WORLDOX was the first legal DMS, to our knowledge, to license Outside/In and implement it in WORLDOX 1.0 in 1993.
10.





Exceptional in transitions. WORLDOX supports Word 6, 7 & 97, Office
2000 and XP. It also supports WordPerfect 6.1 through 10. It supports
Windows desktops such as WIN 95, 98, 2000 and XP, and other network
vendors such as Novell. This wide spectrum of technology enables smooth,
easy and granular transitions from a legacy environment to the newest.
It also reduces the necessity to go through other vendors mandated upgrades.
11. It's the most Affordable as it offers by far the lowest Total Cost of Ownership.

E. ARCHITECTURE
How the architecture works.
When WORLDOX is installed it "walks" your directories and automatically creates the initial cataloging of the documents into WORLDOX by adding a WORLDOX control file(s) in each directory. The control file contains the profile information about each document in that directory. This is the "Distributed Profile Database." The "Central Profile Database" is created by our search engine-ISYS-which "walks" the sub-directories, opens these WORLDOX control files, and copies the contents to and builds the Central Profile Index. When a new document is created and new profile data is entered (or changed) the WORLDOX control files in each directory are updated. Then a WORLDOX flag is set to ON. The WORLDOX indexer (from the indexer PC) is polling for flags. When it finds an active flag it copies the new profile data to the "Central Profile Database." Then the 2 profile databases are in synch.

1.















WORLDOX has a unique Dual Profile Database architecture (distributed and central) wherein the profile information is stored both in the directories its documents are in (distributed) and on a central profile indexed database accessed by ISYS. (We believe the key or point capability of a DMS is its Profiling System.) The "Distributed Profile Database" (which is also the primary database of WORLDOX) provides fast and Direct Access (it's an icon and command in the WORLDOX File Open window) to users' files in subdirectories. All a user has to know is one piece of information, e.g., client/customer/subject, etc., and their list of files in these sub-directories is displayed. We call this "Direct Access" which enables a user to get to their documents directly by bypassing the Search or Find command in WORLDOX and, therefore, reduces what in the other SQL central-only database systems is a single access path which can become a bottleneck. This Direct Access partially explains why users describe WORLDOX as "fast." This architecture also provides a "fail-safe" capability for, if the Central Profile Database is unavailable, you can continue to access your files via the "Distributed Profile Database." This dual database architecture and its features is one of the most significant reasons why WORLDOX is superior to its competitors. Our customers say "WORLDOX is never down" and you can always get to your documents. A primary reason is this Dual Database architecture.
2.
WORLDOX is also a Distributed Architecture.

WORLDOX is a Distributed Architecture for a number of reasons. They are:

  • WORLDOX's primary database, which we refer to herein as a "Distributed Profile Database," is created by WORLDOX at installation time and contains WORLDOX control files in each directory that has documents which WORLDOX will manage. See paragraph 1 above for further explanation.

  • After WORLDOX is loaded on the file server and the customer selects the "Mirroring" option, WORLDOX then is copied from the file server to the user's workstation "C" drive when the user boots up each day. Approximately 90% of the instructions or commands that a user employs when using WORLDOX are performed by the copy of WORLDOX on the "C" drive. This means that there is a minimal amount of additional overhead or network traffic with WORLDOX and is one of the reasons why WORLDOX is regarded as a fast product.

  • This Mirroring function also is used to distribute software patches and program upgrades which are then immediately put into effect for the end user. This functionality is also part of the WORLDOX Wide Area Network function we call Cloning. In a Wide-Area Network environment, when the copy of WORLDOX in the main office is updated, it automatically distributes or clones to the remote sites the upgraded copy of WORLDOX, which is then automatically copied to each user workstation.

  • Also, by loading WORLDOX on to the user's "C" drive, they may take advantage of the "Save and Automatic Restore" function which is one of the "fail-safe" functions of WORLDOX. This means that, if the network is "down," the user can continue to use WORLDOX to save and profile documents and find them on the "C" drive (last 7 days, for example) where they are "shadowed" or duplicately saved - in addition to being saved on the file server. Then, when the network comes back online, all documents saved to the "C" drive during the "outage" are automatically, but under user control, copied up to the file server.

  • WORLDOX as a distributed system is unlike a mainframe or hierarchical system as, for example, found in airline passenger reservation systems (which update the central flight/seat inventory) or other mainframe-type applications where all the processing is done at a central site and the response returned to the remote site. The requirements of a hierarchical system can also be to create alternate pathways to data or "Load Balancing," as it's called, to maximize performance or response time. Load balancing (or alternate path to the documents in our application) is not a term we use with WORLDOX because it's already done for you, as explained in the next paragraph.

    We have a function we call "Direct Access," which is a WORLDOX command. With Direct Access, you enter in your Client and/or Matter or equivalent and immediately you are presented with a file list without having to search for them using the WORLDOX FIND command. This Direct Access command uses the WORLDOX "Distributed Profile Database" to access the directory(s) you select, which is the alternate pathway in WORLDOX to get a File List to get to your desired documents.

    Hierarchical based systems also usually require a significant amount of backup capabilities, both hardware and software. With WORLDOX, this backup capability is "built in" at the architectural level with the "Distributed Profile Database" and the "Central Profile Database" explained in paragraph 1 above.

  • Also, with the WORLDOX Distributed Architecture, the issue of scalability is moot because the processing load is distributed over many PC's. WORLDOX as a Distributed Technology means that all or most PC's and file servers are actually executing the same WORLDOX instructions and not one mainframe copy of the software as in a hierarchical system. In a Wide-Area Network (or "WAN") environment, we recommend (and the majority of our customers follow our recommendation) that the documents remain at the remote locations. A copy of WORLDOX then is loaded on the file server at each location and the local copy of WORLDOX processes documents for that location. In the event a user desires and is permitted to do a multi-location search, the user selects the location(s) via its WORLDOX Profile Group(s) and WORLDOX with its "built-in" redirector system executes the search to all locations and returns to the user the combined search results from all locations in one File List.

    For smaller locations that do not have a file server, they have a choice. They can store and access their documents at another location managed by WORLDOX or access their documents at another location via WORLDOX/Web, which is a separate but affordable product.


WORLDOX is installed in over 100 WAN environments.
  The largest installation of WORLDOX in a WAN environment today (May, 2002) is at Michael Best & Friedrich, based in Milwaukee, with 5 locations in Wisconsin and Chicago, totaling 800 WORLDOX licenses with over 350 attorneys and over 3 million documents.

The largest single site of WORLDOX implementation today is a 525-user law firm in Boston named Palmer & Dodge. This firm was the first large law firm worldwide to implement Windows XP (October, 2001) on all 500+ workstations. According to the IT Director, of the 175 software products they had to migrate to XP, WORLDOX was the easiest.
3.






WORLDOX works as a "Foundation Technology" meaning it works as a co-application at the operating system (Windows) level. It is not a "layered" or database technology like its competitors. Its document number is a true file name not a record number in a SQL database. This means that, if WORLDOX is totally unavailable, users can still access their documents via Windows Explorer - if permitted and under supervisory control. Also, as a Foundation Technology, migrating to future platforms and functions will be easier, quicker and safer with WORLDOX.
4.



Unlike its competitors, WORLDOX is a "non-invasive" technology. WORLDOX works alongside your primary applications as their "assistant," or a "co-application". It also does not change your Applications, nor your systems and Windows "INI" files, directory and file names, nor the path or legacy locations of your documents.
5.





WORLDOX is a SYSTEM (as in Document Management SYSTEM). It is not an assortment of loosely or unconnected features that only offer partial feature and functionality such as found in "Word 97", Lotus Notes "Domino.Doc," SharePoint and other utility or so-called document management programs. Its features and functions are blended together, are mutually dependent and interactive, have the same or similar look and feel, and provide a unified technology solution called a SYSTEM which provides "cradle to grave" document management.


6.





WORLDOX works in standalone, or mobile mode, and works with virtually everything. It supports Windows desktops from Windows 95 and up. It works with all networks. It works with all major word processors. WORLDOX doesn't need SQL and, as a result, it does not "force" you to upgrade your software infrastructure just to accommodate a version of SQL which, after 2 or 3 new releases, becomes "unsupported."

F. Future Software Categories

1.
The Past

For the past fourteen years World Software has been and is a company focused exclusively on Document Management Systems and related functionality. All predecessor Document Management Systems ("DMS") have created and grown DMS functionality, knowledge and awareness. WORLDOX, and World Software, have grown and learned from this rich experience. We believe that this highly visible, yet amorphous, and loosely defined software category known as Document Management has, with the right product, the potential to become a vital or primary application. Document Management alone is the "GLUE" or "BACKBONE" that can bring together and manage all documents, emails or unstructured data named Objects, regardless of application, network or workstation.

Of the remaining document managers on the market, SoftSolutions/GroupWise/DMS have been deemed by some of their legal customers to no longer be a viable, future alternative. PC DOCS has been acquired by Hummingbird and has more of a corporate emphasis than its legal market origins. iManage has successfully grown their business largely from the legal market. Up until 2001, iManage has had its way in the Largest Law Firm market with virtually no competition if a firm wanted to switch from SoftSolutions or PC DOCS. However, iManage's challenges are much larger now. It has to grow its new products' (WorkSite) awareness and to prove its value in the corporate content market. It faces a number of veteran products and companies unlike one weakened legal competitor. It also must start to show a profit which they have not achieved in 6 years of operation.
2.
The Present

WORLDOX 2002 and WORLDOX Web 2 (now in beta test and due to be released in mid 2002) are poised to take advantage of the opportunities in the legal market partially created by our two primary competitors who are diversifying into the corporate content market. We are continuing to accelerate WORLDOX visibility to achieve our primary goal of making it the number one Document Management System in law firms. WORLDOX has become a "prime time" Document Management System for all-sized firms. As Law Office Computing has said, "It's a new ballgame and WORLDOX is the logical successor to SoftSolutions and better than DOCS Open for the vast majority of law firms."
3. The Future
  As stated before herein, it is World Software's tactical goal to make WORLDOX the number one Document Management System in the legal industry. Then, with WORLDOX as the standard bearer, we intend to grow the awareness of Document Management, clarify its purposes and benefits and make it known as an independent, stand alone, primary PC application that is mandatory for most law firms and businesses.

With WORLDOX 2000 we largely completed our initial goals of providing a powerful, rich and complete legal DMS. In WORLDOX 2002 we go beyond a traditional DMS and provide integrated and industrial strength E-MAIL management. Also beginning in 2002, we will begin to move WORLDOX to the next level of Manager we call an Information Manager.

What is an Information Manager? What is Information? Information is "filtered data." Today a Document Manager provides two server-side filters via its two index databases -- text and profiles as discussed above. When you want to get specific information from your large collection of documents these two indexes identify or filter what documents contain the search request, tell you where they are located, where in the document or database that your search requests can be found, view the document, highlight the searched-for text, and provide for nearly instantaneous retrieval of the documents.

Currently our search engine ISYS, together with our viewer technology Outside/In, offers the capability to index up to 150 or more file formats, both documents (WordPerfect, Word, Excel, etc.) and databases, such as Microsoft Access, dBase, and the SQL databases of Oracle, DB2, Sybase, etc.

The essence of the future Information Manager is to provide simultaneous searches of the text documents, emails, etc., the profile (pointer) database as found in Document Managers; the information contained in the organization's other databases such as SQL (Oracle, Sybase, etc.); integration with internet search engines such as Google; and to display the results in an integrated, unified and effective manner to the end user via a web browser based on
WORLDOX /Web and possibly Plumtree portals.

WORLDOX, in its current Windows product, demonstrates a customer acclaimed GUI capability to display the results of these inquiries in a File List (or Main Window) with its drag & drop and resizable column headers, Profile Window, Path Tree Window and Viewer Window.
Inquiries into Oracle and other SQL databases are and can be searched via WORLDOX/ISYS and will be displayed in WORLDOX/Web-Portal. WORLDOX column headers could be pre-set to duplicate the field lengths of each SQL database field and the name of each field will be pulled through to WORLDOX just like our profile groups and fields today display the individual names users select for their Profile Fields. Thus users will have the capabilities of WORLDOX in their hands for all their data retrieval needs.

We believe most industry professionals who are involved in Knowledge Management ("KM") may not acknowledge, recognize or agree that, before KM can be a truly generic and ubiquitous product category, it needs a platform which we at World Software call the Information Manager. While many will refer to this functionality as a Knowledge Manager, we believe it is more appropriate to refer to it as an Information Manager. In order to evolve a true, broad based, generic Knowledge Manager, from the early functionality that exists today, (which are sometimes referred to as personal Knowledge Managers) a stable and robust platform must be developed and matured which will provide for all the possible sources of information to be able to be presented via a sophisticated web browser (a portal) via a literal search request(s). Once this era of "literalness" is broadly achieved, people will begin to realize how much more, or further, they and we have to go to produce a true Knowledge Manager. A true, long lasting Knowledge Manager is a journey; the Information Manager is the next train stop.

See World Software's additional White Paper entitled
Appendix A: Information Manager (or Knowledge Management) in Law Firms

Go to Section VI

 


If you have any questions about the information presented in this paper, or would like more information, please contact World Software Corporation via electronic mail at worldox@worldox.com.


World Software Corporation
124 Prospect St.
Ridgewood, NJ USA 07450
201-444-3228
www.worldox.com