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HomeMy WebLinkAboutContract CAG-18-084 • AGREEMENT FOR LASERFICHE RIO UPGRADE THIS AGREEMENT, dated 5/15/2018, is by and between the City of Renton (the "City"), a Washington municipal corporation, and Cities Digital ("Consultant"), Cities Digital, Inc.. The City and the Consultant are referred to collectively in this Agreement as the "Parties." Once fully executed by the Parties,this Agreement is effective as of the last date signed by both parties. 1. Scope of Work:Consultant agrees to provide goods and services as specified in Exhibit A, which is attached and incorporated herein and may hereinafter be referred to as the "Work.". 2. Chances In Scooe of Work: The City, without invalidating this Agreement, may order changes to the Work consisting of additions,deletions or modifications.Any such changes to the Work shall be ordered by the City in writing and the Compensation shall be equitably adjusted consistent with the rates set forth in Exhibit A or as otherwise mutually agreed by the Parties. Time of Performance: Consultant shall commence performance of the Agreement pursuant to the "Sample Timeline" schedule(s) set forth in Exhibit A, or by an updated schedule agreed to by the City. 3. Compensation: A. Amount.Total compensation to Consultant for Products and Work provided pursuant to this Agreement shall not exceed $95,926.53, including applicable state and local sales taxes. Compensation shall be paid based upon Work actually performed according to the rate(s)or amounts specified in Exhibit B.The Consultant agrees that any hourly or flat rate charged by it for its Work shall remain locked at the negotiated . rate(s) unless otherwise agreed to in writing or provided in Exhibit C (a definition of Platinum Package rate). Except as specifically provided herein,the Consultant shall be solely responsible for payment of any taxes imposed as a result of the performance and payment of this Agreement. B. Method of Payment. On a monthly or no less than quarterly basis during any quarter in which Work is performed or Products delivered, the Consultant shall submit a voucher or invoice in a form specified by the City,including a description of what Work has been performed, the name of the personnel performing such Work, and any hourly labor charge rate for such personnel. The Consultant shall also submit a final bill upon completion of all Work. Payment shall be made by the City for Work performed within thirty (30) calendar days after receipt and approval by the appropriate City representative of the voucher or invoice. If the Consultant's performance does not meet the requirements of this Agreement,the Consultant will correct or modify its performance to comply with the Agreement. The City may withhold payment for work that does not meet the requirements of this Agreement. C. Effect of Payment. Payment for any part of the Work shall not constitute a waiver by the City of any remedies it may have against the Consultant for failure of the Consultant to perform the Work or for any breach of this Agreement by the Consultant. D. Non-Appropriation of Funds. If sufficient funds are not appropriated or allocated for payment under this Agreement for any future fiscal period, the City shall not be obligated to make payments for Work or amounts incurred after the end of the current fiscal period, and this Agreement will terminate upon the completion of all remaining Work for which funds are allocated. No penalty or expense shall accrue to the City in the event this provision applies. 4. Termination: A. The City reserves the right to terminate this Agreement at any time, with or without cause by giving ten(10)calendar days'notice to the Consultant in writing.In the event of such termination or suspension,all finished or unfinished documents,data,studies, worksheets, models and reports, or other material prepared by the Consultant pursuant to this Agreement shall be submitted to the City,if any are required as part of the Work. B. In the event this Agreement is terminated by the City,the Consultant shall be entitled to payment for all hours worked to the effective date of termination,less all payments previously made. If the Agreement is terminated by the City after partial performance of Work for which the agreed compensation is a fixed fee, the City shall pay the Consultant an equitable share of the fixed fee. This provision shall not prevent the City from seeking any legal remedies it may have for the violation or nonperformance of any of the provisions of this Agreement and such charges due to the City shall be deducted from the final payment due the Consultant. No payment shall be made by the City for any expenses incurred or work done following the effective date of termination unless authorized in advance in writing by the City. 5. Warranties And Rieht To Use Work Product: Consultant represents and warrants that Consultant will perform all Work identified in this Agreement in a professional and workmanlike manner and in accordance with all reasonable and professional standards and laws. Compliance with professional standards includes,as applicable,performing the PAGE 2 OF 10 Work in compliance with applicable City standards or guidelines (e.g. design criteria and Standard Plans for Road, Bridge and Municipal Construction).Professional engineers shall certify engineering plans, specifications, plats, and reports, as applicable, pursuant to RCW 18.43.070. Consultant further represents and warrants that all final work product created for and delivered to the City pursuant to this Agreement shall be the original work of the Consultant and free from any intellectual property encumbrance which would restrict the City from using the work product. Consultant grants to the City a non- exclusive, perpetual right and license to use, reproduce, distribute, adapt, modify, and display all final work product produced pursuant to this Agreement. The City's or other's adaptation, modification or use of the final work products other than for the purposes of this Agreement shall be without liability to the Consultant. The provisions of this section shall survive the expiration or termination of this Agreement. 6. Record Maintenance: The Consultant shall maintain accounts and records, which properly reflect all direct and indirect costs expended and Work provided in the performance of this Agreement and retain such records for as long as may be required by applicable Washington State records retention laws, but in any event no less than six years after the termination of this Agreement. The Consultant agrees to provide access to and copies of any records related to this Agreement as required by the City to audit expenditures and charges and/or to comply with the Washington State Public Records Act (Chapter 42.56 RCW). The provisions of this section shall survive the expiration or termination of this Agreement. 7. Public Records Compliance: To the full extent the City determines necessary to comply with the Washington State Public Records Act,Consultant shall make a due diligent search of all records in its possession or control relating to this Agreement and the Work, including, but not limited to, e-mail, correspondence, notes, saved telephone messages, recordings,photos,or drawings and provide them to the City for production. In the event Consultant believes said records need to be protected from disclosure, it may, at Consultant's own expense, seek judicial protection. Consultant shall indemnify, defend, and hold harmless the City for all costs, including attorneys'fees, attendant to any claim or litigation related to a Public Records Act request for which Consultant has responsive records and for which Consultant has withheld records or information contained therein, or not provided them to the City in a timely manner. Consultant shall produce for distribution any and all records responsive to the Public Records Act request in a timely manner, unless those records are protected by court order.The provisions of this section shall survive the expiration or termination of this Agreement. 8. Independent Contractor Relationship: A. The Consultant is retained by the City only for the purposes and to the extent set forth in this Agreement.The nature of the relationship between the Consultant and the City during the period of the Work shall be that of an independent contractor, not 0 PAGE 3 OF 10 employee.The Consultant,not the City,shall have the power to control and direct the details, manner or means of Work. Specifically, but not by means of limitation, the Consultant shall have no obligation to work any particular hours or particular schedule, unless otherwise indicated in the Scope of Work or where scheduling of attendance or performance is mutually arranged due to the nature of the Work. Consultant shall retain the right to designate the means of performing the Work covered by this agreement, and the Consultant shall be entitled to employ other workers at such compensation and such other conditions as it may deem proper, provided, however, that any contract so made by the Consultant is to be paid by it alone, and that employing such workers, it is acting individually and not as an agent for the City. B. The City shall not be responsible for withholding or otherwise deducting federal income tax or Social Security or contributing to the State Industrial Insurance Program,or otherwise assuming the duties of an employer with respect to Consultant or any employee of the Consultant. C. If the Consultant is a sole proprietorship or if this Agreement is with an individual,the Consultant agrees to notify the City and complete any required form if the Consultant retired under a State of Washington retirement system and agrees to indemnify any losses the City may sustain through the Consultant's failure to do so. 9. Hold Harmless:The Consultant agrees to release, indemnify, defend, and hold harmless the City, elected officials, employees, officers, representatives, and volunteers from any and all claims, demands, actions, suits, causes of action, arbitrations, mediations, proceedings, judgments, awards, injuries, damages, liabilities, taxes, losses, fines, fees, penalties,expenses, attorney's or attorneys'fees,costs, and/or litigation expenses to or by any and all persons or entities,arising from, resulting from,or related to the negligent acts, errors or omissions of the Consultant in its performance of this Agreement or a breach of this Agreement by Consultant, except for that portion of the claims caused by the City's sole negligence. Should a court of competent jurisdiction determine that this agreement is subject to RCW 4.24.115, (Validity of agreement to indemnify against liability for negligence relative to construction,alteration,improvement,etc.,of structure or improvement attached to real estate...)then, in the event of liability for damages arising out of bodily injury to persons or damages to property caused by or resulting from the concurrent negligence of the Consultant and the City, its officers, officials, employees and volunteers, Consultant's liability shall be only to the extent of Consultant's negligence. It is further specifically and expressly understood that the indemnification provided in this Agreement constitute Consultant's waiver of immunity under the Industrial PAGE 4 OF 10 Insurance Act, RCW Title 51, solely for the purposes of this indemnification. The Parties have mutually negotiated and agreed to this waiver. The provisions of this section shall survive the expiration or termination of this Agreement. 10. Gifts and Conflicts: The City's Code of Ethics and Washington State law prohibit City employees from soliciting, accepting, or receiving any gift, gratuity or favor from any person,firm or corporation involved in a contract or transaction. To ensure compliance with the City's Code of Ethics and state law,the Consultant shall not give a gift of any kind to City employees or officials. Consultant also confirms that Consultant does not have a business interest or a close family relationship with any City officer or employee who was, is, or will be involved in selecting the Consultant, negotiating or administering this Agreement,or evaluating the Consultant's performance of the Work. 11. City of Renton Business license: The Consultant shall obtain a City of Renton Business License prior to performing any Work and maintain the business license in good standing throughout the term of this agreement with the City. Information regarding acquiring a city business license can be found at: http://www.rentonwa.gov/cros/One.aspx?portalld=7922741&pageld=9824882 Information regarding State business licensing requirements can be found at: http://dor.wa.gov/doing-business/register-mv-business 12. Insurance: Consultant shall secure and maintain: A. Commercial general liability insurance in the minimum amounts of $1,000,000 for each occurrence/$2,000,000 aggregate for the Term of this Agreement. B. In the event that Work delivered pursuant to this Agreement either directly or indirectly involve or require Professional Services, Professional Liability, Errors and Omissions coverage shall be provided with minimum limits of $1,000,000 per occurrence. "Professional Services", for the purpose of this section, shall mean any Work provided by a licensed professional or Work that requires a professional standard of care. C. Workers' compensation coverage, as required by the Industrial Insurance laws of the State of Washington,shall also be secured. D. Commercial Automobile Liability for owned,leased,hired or non-owned,leased,hired or non-owned, with minimum limits of$1,000,000 per occurrence combined single limit, if there will be any use of Consultant's vehicles on the City's Premises by or on behalf of the City, beyond normal commutes. PAGE 5 OF 10 E. Consultant shall name the City as an Additional Insured on its commercial general liability policy on a non-contributory primary basis. The City's insurance policies shall not be a source for payment of any Consultant liability, nor shall the maintenance of any insurance required by this Agreement be construed to limit the liability of Consultant to the coverage provided by such insurance or otherwise limit the City's recourse to any remedy available at law or in equity. F. Subject to the City's review and acceptance, a certificate of insurance showing the proper endorsements,shall be delivered to the City before performing the Work. G. Consultant shall provide the City with written notice of any policy cancellation,within two (2) business days of their receipt of such notice. 13. Delays: Consultant is not responsible for delays caused by factors beyond the Consultant's reasonable control. When such delays beyond the Consultant's reasonable control occur,the City agrees the Consultant is not responsible for damages,nor shall the Consultant be deemed to be in default of the Agreement. 14. Successors and Assigns: Neither the City nor the Consultant shall assign, transfer or encumber any rights, duties or interests accruing from this Agreement without the written consent of the other. 15. Notices: Any notice required under this Agreement will be in writing, addressed to the appropriate party at the address which appears below(as modified in writing from time to time by such party),and given personally,by registered or certified mail,return receipt requested,by facsimile or by nationally recognized overnight courier service.Time period for notices shall be deemed to have commenced upon the date of receipt, EXCEPT facsimile delivery will be deemed to have commenced on the first business day following transmission. Email and telephone may be used for purposes of administering the Agreement, but should not be used to give any formal notice required by the Agreement. CITY OF RENTON CONSULTANT Mehdi Sadri Patrick Welsch 1055 South Grady Way 2000 O'Neil Road Suite 150 Renton, WA 98057 Hudson, WI 54016 Phone: (425)430-6886 Phone: 206.866.0233 msadri@rentonwa.gov patrick@citiesdigital.com Fax: (425)430-6893 Fax:866.592.7343 16. Discrimination Prohibited: Except to the extent permitted by a bona fide occupational qualification,the Consultant agrees as follows: PAGE 6 OF 10 . A. Consultant, and Consultant's agents, employees, representatives, and volunteers with regard to the Work performed or to be performed under this Agreement, shall not discriminate on the basis of race, color, sex, religion, nationality, creed, marital status, sexual orientation or preference, age (except minimum age and retirement provisions), honorably discharged veteran or military status, or the presence of any sensory, mental or physical handicap, unless based upon a bona fide occupational qualification in relationship to hiring and employment, in employment or application for employment, the administration of the delivery of Work or any other benefits under this Agreement,or procurement of materials or supplies. B. The Consultant will take affirmative action to insure that applicants are employed and that employees are treated during employment without regard to their race, creed, color, national origin, sex, age, sexual orientation, physical, sensory or mental handicaps, or marital status. Such action shall include, but not be limited to the following employment, upgrading, demotion or transfer, recruitment or recruitment advertising, layoff or termination, rates of pay or other forms of compensation and selection for training. C. If the Consultant fails to comply with any of this Agreement's non-discrimination provisions, the City shall have the right, at its option, to cancel the Agreement in whole or in part. D. The Consultant is responsible to be aware of and in compliance with all federal,state and local laws and regulations that may affect the satisfactory completion of the project, which includes but is not limited to fair labor laws, worker's compensation, and Title VI of the Federal Civil Rights Act of 1964,and will comply with City of Renton Council Resolution Number 4085. 17. Miscellaneous:The parties hereby acknowledge: A. The City is not responsible to train or provide training for Consultant. B. Consultant will not be reimbursed for job related expenses except to the extent specifically agreed within the attached exhibits. C. Consultant shall furnish all tools and/or materials necessary to perform the Work except to the extent specifically agreed within the attached exhibits. D. In the event special training, licensing, or certification is required for Consultant to provide Work he/she will acquire or maintain such at his/her own expense and, if Consultant employs,sub-contracts,or otherwise assigns the responsibility to perform the Work, said employee/sub-contractor/assignee will acquire and or maintain such training, licensing,or certification. 4 PAGE 7 OF 10 E. This is a non-exclusive agreement and Consultant is free to provide his/her Work to other entities,so long as there is no interruption or interference with the provision of Work called for in this Agreement. F. Consultant is responsible for his/her own insurance, including, but not limited to health insurance. G. Consultant is responsible for his/her own Worker's Compensation coverage as well as that for any persons employed by the Consultant. 18. Other Provisions: A. Approval Authority. Each individual executing this Agreement on behalf of the City and Consultant represents and warrants that such individuals are duly authorized to execute and deliver this Agreement on behalf of the City or Consultant. B. General Administration and Management. The City's project manager is Tien Akutagawa. In providing Work, Consultant shall coordinate with the City's contract manager or his/her designee. C. Amendment and Modification. This Agreement may be amended only by an instrument in writing, duly executed by both Parties. D. Conflicts. In the event of any inconsistencies between Consultant proposals and this Agreement, the terms of this Agreement shall prevail. Any exhibits/attachments to this Agreement are incorporated by reference only to the extent of the purpose for which they are referenced within this Agreement. To the extent a Consultant prepared exhibit conflicts with the terms in the body of this Agreement or contains terms that are extraneous to the purpose for which it is referenced,the terms in the body of this Agreement shall prevail and the extraneous terms shall not be incorporated herein. E. Governing Law. This Agreement shall be made in and shall be governed by and interpreted in accordance with the laws of the State of Washington and the City of Renton. Consultant and all of the Consultant's employees shall perform the Work in accordance with all applicable federal, state, county and city laws, codes and ordinances. F. Joint Drafting Effort.This Agreement shall be considered for all purposes as prepared by the joint efforts of the Parties and shall not be construed against one party or the other as a result of the preparation, substitution, submission or other event of negotiation,drafting or execution. c4 PAGE 8 OF 10 G. Jurisdiction and Venue.Any lawsuit or legal action brought by any party to enforce or interpret this Agreement or any of its terms or covenants shall be brought in the King County Superior Court for the State of Washington at the Maleng Regional Justice Center in Kent, King County,Washington,or its replacement or successor. H. Severability. A court of competent jurisdiction's determination that any provision or part of this Agreement is illegal or unenforceable shall not cancel or invalidate the remainder of this Agreement,which shall remain in full force and effect. I. Sole and Entire Agreement. This Agreement contains the entire agreement of the Parties and any representations or understandings, whether oral or written, not incorporated are excluded. J. Time is of the Essence.Time is of the essence of this Agreement and each and all of its provisions in which performance is a factor. Adherence to completion dates set forth in the description of the Work is essential to the Consultant's performance of this Agreement. K. Third-Party Beneficiaries. Nothing in this Agreement is intended to, nor shall be construed to give any rights or benefits . (�a� e reer?tentn one iter than the Parties,and all duties and responsibilities undertakes pursuant titt Agreement will be for the sole and exclusive benefit of the Parties and no one else. L. Binding Effect.The Parties each bind themselves, their partners, successors, assigns, and legal representatives to the other party to this Agreement, and to the partners, successors, assigns, and legal representatives of such other party with respect to all covenants of the Agreement. M. Waivers. All waivers shall be in writing and signed by the waiving party. Either party's failure to enforce any provision of this Agreement shall not be a waiver and shall not prevent either the City or Consultant from enforcing that provision or any other provision of this Agreement in the future. Waiver of breach of any provision of this Agreement shall not be deemed to be a waiver of any prior or subsequent breach unless it is expressly waived in writing. N. Counterparts. The Parties may execute this Agreement in any number of counterparts,each of which shall constitute an original,and all of which will together constitute this one Agreement. IN WITNESS WHEREOF,the Parties have voluntarily entered into this Agreement as of the date last signed by the Parties below. PAGE 9 OF 10 CITY OF RE N , CONSULTANT il (1;;;4-- ---------- By: E---I PAM:47 rar By: Denis Law Patrick Welsch MayorPresident 5-1 -71/� 511 ) 14:6 Date / Date Attest 's`A.„.A*pw„#„ Mj:O,''S (,(717 FA, = * = SEAL = * 'Fon A.Seth z �'% City Clerk /,'',,�OPp''�',,,uu�Na,,,,,6'Z4�: '�"�,,ORAI+ED SEQ;,,,`diiiii ��� Approved as to Legal Form Shane Moloney Renton City Attorney Contract Template Updated 04/10/2018 0 PAGE 10 of 10 , . NMDOGITrAr: Rio Upgrade Plan Exhibit A LASERFICHE RIO Table of Contents Project Summary—Laserfiche Rio Upgrade for 1 Scope of Work—Sample Plan 2 Phases- 3 Key Tasks and Milestones with Timeline 4 Sample Timeline—To Be Updated Prior To Project Start 4 Team and Responsibilities 5 Appendix A: Sample Production Environment Configuration (to be filled out prior to install) 7 Appendix B:Training Course Descriptions 8 Appendix C: Upgrade Planning Sheet 11 Laserfiche's Deployment Guide 11 ©2018 Cities Digital, Inc. I www.citiesdigital.com I Support 651-714-2800 ext 1 DI T4�[{INRpp MAT1RMGI►Y NTTMAMAL: Rio Upgrade Plan Project Summary — Laserfiche Rio Upgrade Cities Digital is proposing to upgrade the Laserfiche Avante system currently in use at City of Renton to Laserfiche Rio. Upgrading to Laserfiche Rio will offer many document and records management features only available in Laserfiche Rio licensing. During the Laserfiche Rio upgrade City of Renton will also be updated to the latest version of Laserfiche 10. Cities Digital is proposing to conduct the upgrade with assistance from City of Renton's IT team. Billable hours for upgrade project planning and management will be pulled from the Professional Service hours proposed in City of Renton's RIO Upgrade quote. Once upgraded to Laserfiche Rio The City can spread document management functionality across multiple servers and repositories.The City will be able to build and license their own development and testing servers as well. New features such as Forms, Mobile and Discussions will greatly enhance the efficiency and experience for The City's many users of the system. ©2017 Cities Digital, Inc. I www.citiesdigital.com I Support 651-714-2800 ext 1 1 0 III DIGITAL ,AW. N.OPMA,+ON .UP,N..- Rio Upgrade Plan Scope of Work — Sample Plan This upgrade will occur in phases, beginning with the implementation of a "Rio Test Environment". This environment will be used to ensure all modules currently being used and newly purchased add-ons will continue to function properly when the upgrade to the live environment is completed. Product Function Notes Training Train Team on New Modules and Train the This is the recommended initial training. Trainers. Additional training courses may be added Recommended Training: to this as desired,those time estimates • LF Directory and course descriptions are included in • Discussions Appendix B. • Mobile Separation of Repositories Migrate data from one repositories into Multiple methods available,time varies on three. method used and amount of data. Workflow and Forms Identify issues to be resolved for moving Includes testing, checking connection Conversion Assistance existing workflows to new repository and profiles, design review. advise team on steps needed. Project Management Create project documentation, schedule resources, document changes and coordinate communication ©2017 Cities Digital, Inc. I www.citiesdigital.com I Support 651-714-2800 ext 1 2 CITIES DIGITAL T40,11 iNibRM,TtQN .y.r�.a- Rio Upgrade Plan Phases: 1. Install the RIO Test System a. Installation of Directory Server b. Update existing product licenses c. Installation/Configuration of all new Laserfiche Components (new modules) into the test environment; i. Mobile ii. Social d. Active Directory Link using Windows Log-in and Authentication 2. Perform administrative training with employees based on outline below. a. Directory Server b. Admin Console 3. City of Renton to test critical processes (forms and Workflows and Integrations) as necessary 4. Perform upgrade of Live Environment to Rio with consideration of issues that occurred during Phase 1. a. Identify changes necessary to users b. Identify changes with groups and users to accommodate windows accounts c. Upgrade to Production environment to LF 10.3.1 d. Testing Workflows 5. Migrate Clerk Repository a. Move volumes to new Clerk repository. b. Set Access rights c. Update Forms and Workflows d. Update WebLink settings e. Follow up 6. Migrate HR Repository a. Move volumes to new Clerk repository. b. Set Access rights c. Update Forms and Workflows d. Follow up 7. Additional Training ©2017 Cities Digital, Inc. I www.citiesdigital.com I Support 651-714-2800 ext 1 3 0 CITIES DIGITAL ,.K. SflSMAY;ON •4101,5411114- ° Y IMSA Rio Upgrade Plan Key Tasks and Milestones . . ith Timeline Cities Digital will implement this project using industry standard best practices. Sample Timeline—To Be Updated Prior To Project Start Start Finish Task Name Estimated Time Duration Tue 5/1/18 Fri 6/8/18 City of Renton-RIO Upgrade Project 31.5 29 days Tue 5/1/18 Tue 5/1/18 Perform Project Kickoff Meeting 1.5 1 day Wed 5/2/18 Tue 5/8/18 Install RIO 1 5 days, Wed 5/2/18 Wed 5/2/18 Conduct licensing update and install planning meeting 1 1 day Thu 5/3/18 Thu 5/3/18 Download RIO Software 0 1 day Fn 5/4/18 Fri 5/4!18 Update Avante Licenses:Server,Web Access,Weblink,Forms,Workflow, 0 1 day Import Agent,Quick Fields,Discussions,Audit Trail Mon 5/7/18 Tue 5/8/18 Test all Forms and Workflows 0 2 days Tue 5/1/18 Tue 5/1/18 Conduct Session 1 of Training for New RIO Products 2.5 0.2 days Tue 5/1/18 Tue 5/1/18 LF Directory 1.5 0.2 days Tue 5/1/18 Tue 5/1/18 Admin Console 1 0.2 days, Wed 5/9/18 Fri 5/11/18 Conduct New Installations 2 3 days Wed 5/9/18 Thu 5/10/18 Install Forms+Forms Portal 1 2 days Wed 5/9/18 Wed 5/9/18 Conduct Forms install planning meeting 1 1 day. Thu 5/10/18 Thu 5/10/18 Install Forms instances for separate repositories+Forms Portal 0 1 day Fri 5/11/18 Fri 5/11/18 Create HR Repository 0 0.5 days Fri 5/11/18 Fri 5/11/18 Create Clerk Repository 1 0.5 days Mon 5/14/18 Wed 5/30/18 Conduct Migration of Clerk Repository 14 12.4 days Mon 5/14/18 Fri 5/18/18 Kickoff and Initiating of Migration Meeting 1 5 days Mon 5/21/18 Mon 5/21/18 Migrate data for Clerk 0 1 day Tue 5/22/18 Tue 5/22/18 Authorize Users to new Repository 0 0.2 days Tue 5/22/18 Tue 5/22/18 Update WebLink Virtual Directories and Entry IDs on WebLink pages 2 0.2 days Tue 5/22/18 Tue 5/22/18 Set Access Rights 2 0.2 days Tue 5/22/18 Tue 5/22/18 Change Forms to new Repository and test all Forms Processes 3 0.2 days Tue 5/22/18 Tue 5/22/18 Change Workflows to new Repository and test all Workflows 5 0.2 days Wed 5/23/18 Wed 5/23/18 Configure users Client connections to the new Repository 0 0.2 days Wed 5/23/18 Wed 5/23/18 Change DISCUS Integration and Test all functions 00.2 days Wed 5/23/18 Wed 5/30/18 Follow up meeting 1 5 days Wed 5/30/18 Fri 6/15/18 Conduct Migration of HR Repository 6 12 days: Wed 5/30/18 Wed 6/6/18 Kickoff and Initiating of Migration Meeting 1 5 days Wed 6/6/18 Thu 6/7/18 Migrate data for HR 0 1 day Thu 6/7/18. Thu 6/7/18 Authorize Users to new Repository 0 0.2 days ©2017 Cities Digital, Inc. I www.citiesdigital.com I Support 651-714-2800 ext 1 4 r § A DIGITAL Rio Upgrade Plan T�1cTIAIROMES A T rIN ATMA' Thu 6/7/18 Thu 6/7/18 Set Access Rights 0 0.2 days Thu 6/7/18 Thu 6/7/18 Change Forms to new Repository and test all Forms Processes 1 0.2 days Fri 6/8/18 Fri 6/8/18 Change Workflows to new Repository and test all Workflows 2 0.2 days Fn 6/8/18 Fri 6/8/18 Configure users Client connections to the new Repository 1 0.2 days Fri 6/8/18 Fri 6/15/18 Follow up meeting 1 5 days Wed 6/6/18 Thu 6/7/18 Conduct Session 2 of Training for New RIO Products 1.5 1 day Wed 6/6/18 Thu 6/7/18 Discussions 1.5 1 day'. Thu 6/7/18 Thu 6/14/18 Deployment 3 5 days. Thu 6/7/18 Thu 6/14/18 Solution Documentation 3 5 days Thu 6/7/18 Fri 6/8/18 Go Live 0 1 day Team and Responsibilities The people that work together to upgrade the Laserfiche system will be made up of a project manager at your organization to spearhead the initiative, internal IT, Cities Digital Support and a Cities Digital Consultant if possible.Although it is not a requirement, a Cities Digital Consultant is very valuable to have included in the planning process and to be available for any re-configuration that may be needed for Forms, Quick Fields and Workflow in particular. Make sure that each member of the team understands what role they are expected to play in the upgrade process. Often the most difficult part is planning for time that it takes. For example,the IT team may not schedule time to read the Rio Deployment Guide or document bugs that users run into after the upgrade so repeat issues can be resolved quickly.The project manager may need to take the time to interview users for what their common activities are in Laserfiche or review in detail the integration of a major application that integrates with Laserfiche. Position: Role: Project Manager Lead Project Planner&Coordinator Create Project Plan and Time Line Administrators Assist in Testing plan, Integrations planning -Network meetings, User Training, requirements gathering -Database and configurations -Laserfiche -Integrated Applications Internal/External IT Support and Testing Internal Process Experts Testing and Reporting Issues ©2017 Cities Digital, Inc. I www.citiesdigital.com I Support 651-714-2800 ext 1 5 t 11 DIGITAL TAK! IN►01�M4T1pN ►Y AT N.Yt' Rio Upgrade Plan Cities Digital Support Laserfiche Product Installation/Upgrade and Troubleshooting Cities Digital Development May be needed in conjunction with support to edit integrations or custom applications Cities Digital Consultant(optional) Project Plan and post upgrade Software Configuration ©2017 Cities Digital, Inc. I www.citiesdigital.com I Support 651-714-2800 ext 1 6 919.T4 Rio Upgrade Plan 0 TAN• IH♦ONM 41 I iY1�TNL Appendix A: Sample Production filled prior to install) LASERFICHE LASERFICHE LASERFICHE LASERFICHE LASERFICHE LASERFICHE LASERFICHE OS: OS: OS: OS: OS: OS: OS: IP IP IP IP IP IP IP CPU: CPU: CPU: CPU: CPU: CPU: CPU: RAM: RAM: RAM: RAM: RAM: RAM: RAM: DISK C: DISK C: DISK C: DISK C: DISK C: DISK C: DISK C: DISK D: DISK D: DISK D: DISK D: DISK D: DISK D: DISK D: DISK E: DISK E: DISK E: DISK E: DISK E: DISK E: DISK E: qiVIWAft LF DIRECTORY MS SQL LF SERVER SERVER MS SQLExpress FORMS FORMS FORMS MS SQL MANAGEMENT LF ADMIN MS SQL MANAGEMENT WEBLINK PUBLIC STUDIO LF SEARCH SERVICE CONSOLE STUDIO PORTAL FORMS PORTAL WEBLINK PUBLIC LF ADMIN CONSOLE WEB ACCESS PORTAL LF WORKFLOW DATABASES: LF WEB ADMIN CONSOLE MOBILE LF WORKFLOW CONFIG LF CLIENT MGR LF WORKFLOW LF IMPORT AGENT DESIGNER LF ADMIN CONSOLE ©2017 Cities Digital, Inc. I www.citiesdigital.com I Support 651-714-2800 ext 1 7 K : CITIES DIGITAL TAK{ „RONMA,010 PURTMatt, Rio Upgrade Plan Appendix : Training Course Descriptions Administration Console Training Course Name: Administration Console Training i Duration: 1.5 hours _ Type: Administrator Training I Synopsis This course will provide an overview of the Laserfiche Administration Console,which is the interface used to administer basic components of the Laserfiche solution.This training is not intended for all users, but rather,those that will be designated as system administrators. Training will include review of: • Launching&logging into the Administration Console • User and Group creation/management • Metadata creation/management • Recycle bin management • Volume management • Indexing • Auditing(if applicable) • Advanced repository options Recommended Students per class: 5 or less Laserfiche Directory Server Training Course Name: Directory Server Training Duration: 1.0 hours LType: Administrator Training Synopsis __.__... This course will provide an overview of the Laserfiche RIO Directory Server,which is the interface used to administer Laserfiche RIO server applications and user licenses from one location.This training is not intended for all users, but rather,those that will be designated as system administrators of a RIO system. Training will include review of: • Launching&logging into the Directory Server Console • Server applications and allocations • User allocations and configurations Recommended Students per class: 5 or less ©2017 Cities Digital, Inc. I www.citiesdigital.com I Support 651-714-2800 ext 1 8 411 TA is ,p.awM.DII©)TAL Rio Upgrade Plan Laserfiche Security Training Course Name: Laserfiche Security Training Duration: 1 hour Type: Administrator Training Synopsis This course will provide an overview of the various considerations to be made when setting up user,group,document,and folder security in Laserfiche.This training is not intended for all users,but rather,those that will be designated as system administrators. Training will include review of: • Advanced review of User and Group Rights/Privileges • Service Accounts • Template and Field security • Security Tags • Volume security • Folder Access Rights Recommended Students per 5 or less class: Records Management Training Course Name: Records Management Training Duration: 2 hours Type: Administrator Training Synopsis: This course will provide an overview of Laserfiche Records Management,which is a tool that allows organizations to formalize records management plans and policies within the Laserfiche repository. Training will focus on the administrative configuration steps that are necessary to prepare the repository for records management use and should include individuals with organizational records management knowledge. Training will include review of: • Record Management Concepts&Terminology • Creating Retention Schedules • Creating Cutoff Instructions • Creating Cycle Definitions&Locations • Creating Records Series and Record Folders • Application of Cutoff and Retention Policies • Records Management Searches • Executing Records Management actions Recommended Students per 5 or less class: ©2017 Cities Digital, Inc. I www.citiesdigital.com I Support 651-714-2800 ext 1 9 CITIES.0 DIGITAL T•x• ».a..,,,�a� •CIAr148A- Rio Upgrade Plan Weblink User Training Course Name: Weblink User Training Duration: 30 minutes Type: End User Training Synopsis This course will provide an end user overview of Laserfiche Weblink,which is a read-only web-based public portal option for accessing a Laserfiche repository. User training will focus on accessing and utilizing Weblink to search and review documents within the repository. Training will include review of: • Navigating to the Weblink URL • Utilizing preconfigured search and links on the welcome page • Browsing through folders in Weblink • Utilizing Weblink Search capabilities • Viewing, printing and exporting documents Recommended Students per class: 20 or less Laserfiche Discussions/Social Training Course Name: Laserfiche Discussions/Social Admin Training Duration: 1 hour Type: Administrator Training Synopsis This course will provide an overview of the initial configuration of Laserfiche Discussions/Social.This training is intended for admin users who will be installing,designing and maintaining the LF Discussions/Social site. Training will include review of: • Customizing the Discussions site • Organizing Contents • Setting Up Users • Configuring gamification • Moderating • Using with Laserfiche Forms • Maintenance of Discussions Recommended Students per class: 10 or less ©2017 Cities Digital, Inc. I www.citiesdigital.com I Support 651-714-2800 ext 1 10 r; s Q Ql''f'AL "�' '"""" T Rio Upgrade Plan Appendix C: Upgrade Planning Sheet The "Laserfiche Upgrade Planning Sheet" is a basic outline for starting to build your project plan. Documenting exactly what Laserfiche Products are used and in what capacity is your first step in deciding what the upgrade process will look like. The first step in the planning process is to identify your priorities for why you are upgrading in the first place. For example, you may want to upgrade because of new features available in Forms 10. Given this information, if during the testing process an incompatibility is discovered with an integration and the Laserfiche server, you may decide to upgrade only the Forms product. Some organizations are eager to try the newest release as soon as it becomes available after the annual Laserfiche Empower Conference. Unless this fixes a critical issue, it is better to wait until the first major service pack is released (IE 10->10.1) which is usually about 3 months after a new release. List which pieces of software integrate with Laserfiche as it will be critical to test these in detail in your test environment. It may also be a good idea to list which applications interact with Laserfiche indirectly. For example, one application may produce documents that are stored to Laserfiche using Import Agent and processed using workflow. To further expand on this document, you may want to map out your system architecture. From a broader perspective, this can be physical servers, applications and databases. You can also go more granular to map out processes within Laserfiche and interactions with other applications. Laserfiche's Deployment Guide Laserfiche has deployment guides for Rio that cover many of the important aspects of upgrading from Avante to Rio or to a new version of Rio that may have different features or products. Some important aspects that are covered are; Licensing, License Manager, Directory Server, Installation and Maintenance. This is a useful tool for getting an overview of what to plan for and any questions you should be asking. Click here to access the Laserfiche Rio 10 Deployment Guide Planning Checklist: ❑ Laserfiche Products in use and newly available ones ❑ Applications integrated with Laserfiche (version, requirements) O External file locations (imports and exports) ❑ External Database (purpose of non- Laserfiche DBs) ©2017 Cities Digital, Inc. I www.citiesdigital.com I Support 651-714-2800 ext 1 11 r a r�r911431: Rio Upgrade Plan T�1(• NRONMITI I pTML ❑ Backup of Volumes and Databases (test restore process) ❑ Users Authentication (SQL, LF Admin, Workflow, Forms, Quickfields) ❑ New features such as workflow activities to fill Word documents ❑ Antivirus version and configuration ❑ Firewall set up and ports (especially non-default) ❑ Operating system change (server or workstation) ❑ Move to cloud solution such as Citrix ©2017 Cities Digital, Inc. I www.citiesdigital.com I Support 651-714-2800 ext 1 12 CITIES DIGITAL Exhibit B Estimate TAKE INFORMATION FURTHER 2000 O'Neil Road Suite 150 Date Estimate# Hudson, WI 54016 4/17/2018 7089 Name/Address City of Renton Cities Digital, Inc. Tien Akutagawa 2000 O'Neil Road Suite 150 1055 South Grady Way Hudson,WI 54016 Renton,WA 98057 P.855.714.2800 F.866.592.7343 E.sales@citiesdigital.com Rep ZH Item Description Qty Cost Total NEW RIO SOFTWARE ENFO1 Laserfiche Rio Named Full Users with Forms 110 700.00 77,000.00T Essentials- 100-199 ERM Laserfiche Rio Records Management Edition-10% 110 70.00 7,700.00T Add-on to all Rio users EFRM Laserfiche Rio Forms Professional 110 70.00 7,700.00T EPFRM Laserfiche Rio Forms Portal Add-on 1 7,995.00 7,995.00T EPLS2 Laserfiche Rio Public Portal for 2 Laserfiche Servers 1 50,000.00 50,000.00T QC1 Laserfiche Rio Quick Fields Core- Includes Quick 1 5,000.00 5,000.00T Fields, Quick Fields Scripting Kit and Validation Packages for Bar Code, Real-Time Lookup, and Zone OCR QC5 Laserfiche Rio Quick Field 1 595.00 595.00T IA Laserfiche Rio Import Agent 1 1,500.00 1,500.00T SCO1 Laserfiche Rio Scan Connect 1 165.00 165.00T CD0000 EnerGov Integration 1 0.00 0.00T NEW RIO ANNUAL MAINTENANCE ENFO1B Laserfiche Rio Named Full Users with Forms 110 140.00 15,400.00T Essentials- 100-199 Annual Support ERMB Laserfiche Rio Records Management Annual 110 14.00 1,540.00T Maintenance- 10%of License Cost EFRMB Laserfiche Rio Forms Professional Annual 110 14.00 1,540.00T Maintenance EPFRMB Laserfiche Rio Forms Portal Add-on Annual 1 1,599.00 1,599.00T Maintenance EPLS2B Laserfiche Rio Public Portal for 2 Laserfiche Servers 1 10,000.00 10,000.00T Annual Maintenance QC1B Laserfiche Rio Quick Fields Core- Includes Quick 1 1,000.00 1,000.00T Fields,Quick Fields Scripting Kit and Validation Packages for Bar Code, Real-Time Lookup, and Zone OCR Annual Maintenance Subtotal Sales Tax(10.0%) Total Page 1 lo s; DIGITAL Estimate TAKE INFORMATION FURTHER 2000 O'Neil Road Suite 150 Date Estimate# Hudson, WI 54016 4/17/2018 7089 Name/Address City of Renton Cities Digital, Inc. Tien Akutagawa 2000 O'Neil Road Suite 150 1055 South Grady Way Hudson,WI 54016 Renton,WA 98057 P.855.714.2800 F.866.592.7343 E.sales@citiesdigital.com Rep ZH Item Description Qty Cost Total QC5B Laserfiche Rio Quick Fields Annual Maintenance 1 120.00 120.00T IAB Laserfiche Rio Import Agent Annual Maintenance 1 300.00 300.00T SCO1B Laserfiche Rio Scan Connect Annual Maintenance 1 33.00 33.00T DISCUSS DISCUS Software Integration Annual Maintenance 1 1,500.00 1,500.00T CD0000B EnerGov Integration Annual Maintenance 1 1,000.00 1,000.00T AVANTE SOFTWARE TRADE-IN MSE35 Laserfiche Avante Records Management Edition -1 11,000.00 -11,000.00T Server for MS SQL MNFO5 Laserfiche Avante Full Named User with Forms -55 500.00 -27,500.00T Essentials MATX Laserfiche Avante Advanced Audit Trail -55 100.00 -5,500.00T MFRM Laserfiche Avante Forms Professional -55 50.00 -2,750.00T MWAX Laserfiche Avante Web Access -55 100.00 -5,500.00T MPFRM Laserfiche Avante Forms Portal -1 7,995.00 -7,995.00T MCA01 Laserfiche Avante Import Agent -1 1,495.00 -1,495.00T MCQ01 Laserfiche Avante Quick Fields -2 595.00 -1,190.00T MCQC3 Laserfiche Avante Zone OCR Validation Package -1 2,795.00 -2,795.00T MCQC4 Laserfiche Avante Barcode Validation Package -1 1,695.00 -1,695.00T MCS01 Laserfiche Avante ScanConnect -1 165.00 -165.00T MPPM Laserfiche Avante Public Portal Midsize -1 35,000.00 -35,000.001 AVANTE ANNUAL MAINTENANCE TRADE-IN MSE35B Laserfiche Avante Records Management Edition -0.6465 2,200.00 -1,422.30T Server for MS SQL Annual Maintenance MNFO5B Laserfiche Avante Full Named User with Forms -35.5575 100.00 -3,555.75T Essentials Annual Maintenance MATXB Laserfiche Avante Advanced Audit Trail Annual -35.5575 20.00 -711.15T Maintenance MFRMB Laserfiche Avante Forms Professional Annual -35.5575 10.00 -355.58T Maintenance MWAXB Laserfiche Avante Web Access Annual -35.5575 20.00 -711.15T Maintenance Subtotal Sales Tax(10.0%) Total Page 2 CITIES DIGITAL Estimate TAKE INFORMATION FURTHER 2000 O'Neil Road Suite 150 Date Estimate# Hudson, WI 54016 4/17/2018 7089 Name/Address City of Renton Cities Digital, Inc. Tien Akutagawa 2000 O'Neil Road Suite 150 1055 South Grady Way Hudson, WI 54016 Renton,WA 98057 P.855.714.2800 F.866.592.7343 E.sales@citiesdigital.corn Rep ZH Item Description Qty Cost Total MPFRMB Laserfiche Avante Forms Portal Annual -0.6465 1,600.00 -1,034.40T Maintenance MCAO1B Laserfiche Avante Import Agent Annual -0.6465 390.00 -252.14T Maintenance MCQ01 B Laserfiche Avante Quick Fields Annual Maintenance -1.293 120.00 -155.16T MCQC3B Laserfiche Avante Zone OCR Validation Package -0.6465 560.00 -362.04T Annual Maintenance MCQC4B Laserfiche Avante Barcode Validation Package -0.6465 340.00 -219.81T Annual Maintenance MCSO1 B Laserfiche Avante ScanConnect Annual -0.6465 33.00 -21.33T Maintenance MPPMB Laserfiche Avante Public Portal Midsize Annual -0.6465 7,000.00 -4,525.50T Maintenance DISCUSS DISCUS Software Integration Annual Maintenance -0.6465 1,500.00 -969.75T PROFESSIONAL SERVICES CD7000 Platinum-Advanced Service Package(80hrs) 1 12,400.00 12,400.00T Subtotal $87,205.94 Sales Tax(10.0%) $8,720.59 Total $95,926.53 Page 3 titbit C CITIES DIGITAL ADVANCED SERVICE PACKAGES As a service premium to its customers, Cities Digital offers supplemental service packages to augment the basic Laserfiche Annual Maintenance (LSAP) agreement. The benefits include: • Reduced professional services rate (normally$175/hr). • Receive priority support with guaranteed response times. DIAMOND $24,000 ($150/hr) • 160 Hours of Professional Services* • Access to Priority Support Hotline PLATINUM $12,400 ($155/hr) • s0 Hours of Professional Services* • Access to Priority Support Hotline • 40 Hours of Professional Services* GOLD • Access to Priority Support Hotline SILVER $3,300 ($165/hr) • 20 Hours of Professional Services* BRONZE $1,750 ($175/hr) • 10 Hours of Professional Services* Some services do not apply to the above packages.The services and their rates are as follows: • On-site Traveling: If a technician is traveling on-site, service package hours will be billed at 1/2 the normal rate during travel. Additionally, if the technician is driving, a rate of $.585/mile will be charged - and if the technician is traveling by plane, the entire cost of the airfare will be charged. A $225/day per diem will also be charged for on-site travel. • Off Hours Support: $250/hr. Regular support hours are 8am-7pm CT Monday through Friday. All off-hours support requests must be scheduled two weeks in advance. Off Hours Support time may be deducted from any Advanced Service Package at an adjusted conversion rate (rates adjust based on average per hour cost of the package). • Development Hours: $250/hr. Developer time may be deducted from the Advanced Service Package at an adjusted conversion rate (as described in "Off Hours Support"). • Additional Hours: If you run out of hours within your service package, additional hours may be purchased at a discounted rate within the service year. CITIES DIGITAL. (*Service packages expire 1 year from the date of purchase.) TAKE INFORMATION FURTHER Rcc 71L1 ?Rrlll I rnm I ritiPcriiaital rnm Laserfiche® SOFTWARE ASSURANCE PLAN (LSAP)TM The initial purchase of a Laserfiche software system also requires purchasing LSAP for each component. LSAP is a software assurance program initiated by Laserfiche to ensure that clients are able to receive regular product updates and basic software support through their value-added reseller. Cities Digital has developed this policy with regard to services that are included with the purchase of LSAP in order to serve all clients with the utmost accuracy and efficiency. Services covered in basic LSAP • Laserfiche product updates and feature releases including server installations. • Cities Digital website access at Support.CitiesDigital.com • Laserfiche website access at Support.Laserfiche.com &Answers.Laserfiche.com • Monthly Laserfiche User News (email newsletter with information and helpful tech tips) • Educational webinars from Laserfiche and Cities Digital • Periodic Cities Digital sponsored user groups • Unlimited Cities Digital telephone and remote support (weekdays, during business hours) 8:00 a.m. - 7:00 p.m. CST Services available on a per unit basis (not included with base LSAP) • Training • On-site support (available in packaged units by hours) • Custom integrations • Document conversions • Product consulting and configuration • Workflow, Forms and system design • Software development services You'll have access to • Rapid-response technical support: Cities Digital will promptly troubleshoot and resolve any issues that arise—before they impact operations or affect staff productivity. • The latest hotfixes, updates,and patches: These critical items ensure that your Laserfiche system continues to operate at peak efficiency. • New releases: These updates will help you make sure your system stays current, as new releases of your licensed products are included at no additional charge. (Laserfiche®is a trademark of Laserfiche.) (Laserfiche Software Assurance Plan (LSAP)TM CITIES DIGITAL is a trademark of Laserfiche.) TAKE INFORMATION FURTHER Rcc 71i1 ?RIM I calace Jritiacrliaital mm 1 ritiacriipital rnm BACKUP - DON'T FORGET THE DETAILS Laserfiche backup does not have to be a difficult task. With this instruction you should be comfortable with the process of backing up your document management system. There are two critical pieces to the Laserfiche puzzle that are needed to be fully functional. The first being the Laserfiche database, and the second being the Laserfiche volumes. Part I: Laserfiche Database The Laserfiche database contains your folder structure, document names, sticky notes, stamps, redac- tions and index information. Laserfiche uses MS-SQL or Oracle for database storage. MS-SQL comes in two types: SQL Express and Full SQL.The Oracle version of Laserfiche is only available with the full edition of the Oracle database software. There are different methods that can be used to make sure that your database is being backed up properly depending on the database type and version. The vast majority of Laserfiche users will use a type of MS-SQL, so this documentation will focus on MS-SQL. It is recommend- ed that you use a backup program that has the SQL agent plug-in, this will allow you to connect directly to SQL to backup your database along with the rest of your files. The SQL Server is in a "live state" while it's being used. Without an SQL agent, the database cannot be touched by backup software. If you are unable to access the SQL agent, there is another, slightly more complicated method for backing up your database available at no additional cost. The full version of MS SQL 2005, 2008, 2012 and 2014 is pack- aged with SQL Management Studio. If you have one of these versions, the management tools and main- tenance plans are included.These tools allow the database to be `dumped'to a .bak file that can then be backed up in any fashion including copy/paste to another location -or using any normal backup protocol. Two Part Backup Laserfiche Database Laserfiche Volume Contains folder § Contains all of the structure, docu- images and electron- -, lectron- ment names, sticky is documents that 7 notes, stamps, re- are stored within a dactions and index repository. information. ..� These database dumps are important: the SQL Server runs as a service that always has a connection to the database file. If the database file is in use (which it will be if not detached), the backup program will not be able to properly backup the database file, regardless of any"file-in-use" settings your backup pro- gram may include. The database backup methods mentioned create a file that is no longer in use by the SQL service so that it can be properly backed up or moved to another location just like any other normal file can be. If you happen to have the SQL Express version of SQL, you will be limited and will not have access to the tools included in the full version of SQL. In that case, you must use 3rd party scripts to create the data- base backup. CITIES DIGITAL TAKE INFORMATION FURTHER RSS 714 Min 1 calacOritiacrliaitai rnm I ritiacrliaital rnm 1 ' TAKE INFORMATION FURTHER If you use SQL Express, Laserfiche has provided the instructions to create the appropriate script, along with samples, to correctly create the database dumps. If you have version 9.2.x you can search your Administration Console's help file for the term 'backup' to find these exact instructions. An additional example of this procedure is located here: http://www.mssgltips.com/sglservertip/1486/automate-sql- server-express-backups-and-deletion-of-older-backup-files/. Cities Digital has also put together a package and instructions for employing a script to backup an SQL Express instance. These can be found at ftp://ftp.citiesdigital.com/dl/cd/Backup automation scripting for SQL express.zip. Please note that backing up SQL is outside the scope of Laserfiche support and is a customer responsibility. Part II: Laserfiche Volume Set The Laserfiche volumes contain all of the images and electronic documents that are stored within the repository. Like the database, this is a very important part of what you need to operate on a day to day basis.Without something to look at, Laserfiche wouldn't be very useful.The Laserfiche volumes are typ- ically stored on your Laserfiche server, but they could also be located anywhere on your network..The easiest way to tell where you Laserfiche volumes are located would be to open your Laserfiche adminis- tration console and browse to the volumes section.This section has a path column which displays exact- ly where your volumes are located. Most systems have more than one volume, and each volume is just as important as the next. When you are backing up your volumes, make sure you select each location that is listed, so that some of your images don't turn up missing. If you've verified that each of the two pieces is being backed up, you should feel confident that you are ready to perform a backup. As always, it is always a good idea to test recovery in case of a disaster.The best way to do this is to delete a sample document and attempt to restore it. Verify that the images and metadata reappear in the repository. If you have more questions about backup, or would like a second opinion on your configuration please call the Cities Digital tech support line at 855-714-2800 x2. 1 rxer 1:* " 4319 4,44i4,i f laurfi<he 9.2 Admmrmaerzm Console ': Name Data R florin AFurdPath C;\TecNulume000001\ epos 'Removable Path •• A<indty 'Nonage' Fixed 44 Wets and Groups Text Fred p Metadate Management Files Fixed y Retycke%n r.D:szbled Falve a;;,k Volumes 3S/teed-only False E}f T€5T 4y Mounted Frue. �'{TESCVQLUMCM0001 411PennencM False sah VOLUME- •Newest Document 7/7!201411:19;00 PM VOLUME-BOOM et Oldest Document I/4;20131010:30AM e VOLUME-OOCCW #11 est Modified 7r7"201411:1406 PM J 0,dex int Documert Count 5 Au4Hing ••Template Count I ••Record.Management i y'Page Count 1.3 •!^1 ReposltnyOptioos s En<ryplon (None) `��,,lUleprrlY:a, 'Secured False ICj Server Settings le System Manager Compread also AN Sessions Chackunns Fnahled Fale.e elel Named Users and Des<es uneM Size 1.49 MB •Maornum Sne 2.93 GO ROAover False 4310 Rntkwer S•hedule. (Nene) CITIES DIGITAL TAKE INFORMATION FURTHER Rcc 714 7RM I cal pceritiperiiaital rnm I mitiperiiaital rnm