Optix Server

Securely manage your documents


An Optix Server is at the heart of each Optix system. It's function is to securely manage your document repositories and respond to user requests. Optional add-on server modules provide Workflow, Web Access, Text Search, Automated Mail and Fax functions, and COLD/ERM. The Optix Server interacts seamlessly with your selected database management system to maintain document index records and critical system administrative data.

An Optix Server can be configured for any size system. We install and support systems from five person small office installations to enterprise deployments encompassing thousands of users.

Your Optix system will be hardware efficient. Unlike some EDMS vendors, most Optix systems need only a single physical server, regardless of the add-on modules you select. Everything is in one place and easy to administer.

Optix relies on proven RDBMS solutions. The RDBMS is used to securely manage your repositories and critical administrative data. We support Oracle, Informix, Sybase, SQL Server, and Firebird.

Optix is secure. In addition to enforcing standard OS security for users, Optix can use Access Control Lists (ACLs) to fine tune exactly who can perform certain activities and the documents they can access.

Optix tracks user activities. Optix logs all significant user actions including all activities that result in document additions, deletions, and modifications. Use our built-in reports or create your own using third party tools.

Optix has flexible licensing. Optix can be licensed based on concurrent users (CULs) or named seats. When using CULs, Optix can silently free up licenses after a configurable period of client inactivity.

Optix runs on your hardware. Optix not only runs on Windows, but also on Sun/Solaris, IBM/AIX, Linux, and Mac OS X.

Optix eases administrative tasks. Optix is delivered with a set of applications to assist you in managing users, repositories, and storage. Create new users and groups and assign specific permissions to each, defining exactly who can access which repository, queue, and workflow route. Pre-configure storage volumes or move repositories from volume to volume. Set up flexible retention periods and enforce them using the supplied retention tools.

Optional Server Modules

The following modules may also be installed for added functionality.


Optix Workflow facilitates increased productivity. You can watch as documents flow from one workstation to the next. Based on your observations, you can determine how to eliminate unnecessary processes, enhance quality control, improve customer satisfaction and speed delivery of products and services. Design and deploy new business processes with the supplied GUI-based route editor included with our Optix Application Generator.


Enhances any intranet or website by providing secure browser-based access to your Optix repository assets. Whether you wish to publish document-based content to your website, or empower remote users, Optix Web's J2EE architecture will seamlessly integrate with your existing environment. Optix WEB provides a robust, ready-to-use thin client while a full Java-based API permits customization for a variety of web based document management and workflow applications.

Text Search

Search your text-based documents based on content. Desktop word processing documents, scanned documents that have been converted to text using OCR, and other text-based files can all be quickly searched into a ranked list. Select either the pure text file or the original source document for viewing.


Automate the processing, indexing, and distribution of your mainframe report files using Optix COLD. Create custom form backgrounds from any black and white or color scanned image then let Optix COLD format and overlay your text, automatically using fields that you preselect to autoindex the resulting document. Users can easily find, view, and copy/paste the text from Optix COLD documents for ultimate flexibility in your business processing.

Fax Director

Fax Director monitors specified folders for new incoming faxes and can then place them into workflow routes, indexing queues, or perform basic indexing and store them to a specified document repository.

Mail Director

A Java application that is designed to automatically process email messages for inclusion in your Optix system. It may be configured with built-in class definitions to read messages from a POP mail server, break them down into their related components, and add the contents to a structured database, queue or workflow route. The modular construction of Optix Mail Director makes it easy to add custom class definitions that can support more complex behaviors.


Whether you wish to create a custom automated workflow processing step or you need to periodically push external index and document data into Optix, our API libraries (both C amd Java) provide all the necessary low-level functionality you need. Our client workstations use these APIs to interact with the server.



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