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Online Backup Backup services you can trust > Backup Today CDI Online Backup (CDOB) ​ Improve IT resiliency with CDI's cloud backup services. CDI offers encrypted online backup serv ices for Laserfiche needs and e verything else. Exchange, SharePoint, SQL, and virtual server backups are all supported. Ideal for organizations that w ant to: Develop or enhance a disaster recovery plan Enhance AND simplify their IT footprint Archive to WORM/immutable format Create redundancy in backup plan CDOB – Server/ File Level Backup CDI’s File Level Backup is our most popular backup option. This solution is ideal for organizations looking to backup their Laserfiche Server, MS SQL Server database and Volumes. CDOB is fast to setup, conservative on bandwidth and easy to manage. CDOB WORM Backup Users looking to meet the needs of Write Once Read Many, “WORM” storage can look to CDI for their online archive needs. CDOB writes to immutable, WORM formats. Like File Level Backup, setting up WORM is fast and easy to manage. CDOB Backup Target (BT) Organizations looking to backup many servers, VMWare, HyperV, SQL Server, Sharepoint or even Microsoft Office 365 can utilize the CDOB Backup Target to capture and store online backups of VM Servers and more. Backup locations can even include Azure, Amazon S3, OneDrive, Google Drive and Wasabi. VEEAM Backup Target (BT) VEEAM Backup Targets are ideal for customers already using VEEAM. A Backup Target allows users to extend your local backups to the cloud seamlessly. CDI is a certified VEEAM Backup Target for your VEEAM repositories. Let CDI assist you in configuring your VEEAM Backup Enterprise Manager to use a Backup Target in the cloud. Features Daily backup reporting Incremental nightly backups of critical data 256-bit en cryption Save to S3, Az ure or Wasabi Cloud Restore files for up to 30 days Managed Detection Response You can strengthen your cloud security with CDI’s cybersecurity monitoring solution (MDR) that detects threats and provides rapid response 24/7. Ideal for organizations that want to: ​ Monitor their IT environment for threats and security notices Prepare for and respond to inevitable cyber security attacks on their network Implement a tailored solution that dynamically evolves to combat cyber threats Learn More Ready to start? Request a Quote Today! Contact Us Or call 855-714-2800, ext. 2 Online Hosting

WEBINAR Declaration of a Record Can you do this Independently? Thursday, July 11, 2024 1 PM - 2 PM CDT Watch Now Top Homepage Nav Never miss the latest CDI news or webinars. Join our Newsletter today. Subscribe LEADING PROVIDER OF OFFICE AUTOMATION & EFFICIENCY TAKE INFORMATION FURTHER Expertise knowledge & resources for success > EXPERTISE LASERFICHE SOLUTIONS CLOUD SERVICES MDR SERVICES RECORDS MANAGEMENT Learn More Learn More Learn More Learn More Awards + Certifications moving forward with confidence > Industries knowledge & experience to excel > Financial LEARN MORE Government LEARN MORE Credit Union LEARN MORE INDUSTRIES Working with the Best learn how great companies & municipalities are already using CDI > Workshops & Webinars check out our upcoming in-person and online events > Workshops & Webinars Declaration of a Record - Can you do this Independently? Thursday, July 11 | 1 PM - 2 PM CDT Join CDI to learn how declaring something a record and changing office practices / procedures may be harder than you think. In this webinar, you will learn: ​ What constitutes a record? Why is there disagreement about this? Who has the authority to determine what's a record? What about email? Who has the authority over these? What happens to your documents when they become a record Should you create a records management team or committee? Register Here Send Now Contact Form New to CDI? We are here to help! Have a Laserfiche support request? C lick Here

Online Backup Backup services you can trust > Backup Today CDI Online Backup (CDOB) ​ Improve IT resiliency with CDI's cloud backup services. CDI offers encrypted online backup serv ices for Laserfiche needs and e verything else. Exchange, SharePoint, SQL, and virtual server backups are all supported. Ideal for organizations that w ant to: Develop or enhance a disaster recovery plan Enhance AND simplify their IT footprint Archive to WORM/immutable format Create redundancy in backup plan Features Daily backup reporting Incremental nightly backups of critical data 256-bit en cryption Save to S3, Az ure or Wasabi Cloud Restore files for up to 30 days Managed Detection Response You can strengthen your cloud security with CDI’s cybersecurity monitoring solution (MDR) that detects threats and provides rapid response 24/7. Ideal for organizations that want to: ​ Monitor their IT environment for threats and security notices Prepare for and respond to inevitable cyber security attacks on their network Implement a tailored solution that dynamically evolves to combat cyber threats Learn More Ready to start? Request a Quote Today! Contact Us Or call 855-714-2800, ext. 2 Online Hosting

Fiche Tips: How to Create and Save a Custom Quick Search (Laserfiche Cloud) In this Fiche Tip you will learn how to create and save a custom quick search in Laserfiche Cloud. Let's take a look! First, navigate to your repository if you haven't done so already and in the quick search area go ahead and type in a search and run that quick search. In order to create the custom quick search you can either click the ad filter link or in the more actions button click on the view search syntax. You will see there is a search syntax and there is a link in the search syntax popup that allows users to navigate to the creation area for custom quick search. You want to use something in the future, and to do that, you will need to use the search term token below: %(SearchTerm) The token will replace what's inside the double quotes. Apply the token and hit save. Now, if you go back to the folder view, you will then have a custom quick search. You will notice the new search is now listed under "Custom Quick Search." CDI NEWSLETTER Stay updated with all the latest Laserfiche news, CDI webinars, blogs, and more! Facebook | Instagram | Twitter | LinkedIn | YouTube | TikTok

By Kyle Knebel June 2024 Consultants Corner With Laserfiche’s auditing functions in LF Cloud or in the Audit Trail add-on for on-premise systems, you can look out for the warning signs of bad behavior within your Laserfiche system.  Auditing is done on the repositories that you maintain. It’s best to set up some saved reports that can help identify potential issues. In this month’s article, we’ll review a few helpful Audit reports. These reports do not need any specific level of Audit Trail, although there are several to choose from. Even if you have the “Starter” edition, you can run these reports, as they are not User specific, and the example Event types used in this article are available to be audited in all editions. Let’s take a look! First off, let’s look at Failed Logins. This could be an indicator of attempted break-ins. 1.) Set the “relative date” range to your preferred range. 2.) In the Event Types editor, select the “Log On” choice under the “Session” event. 3.) Filter the User List to remove any Service accounts like “SupportUser” or workflow accounts. 4.) Finally, press Apply to see the results, and press “Save” to retain the report for use later. When saving the report, choose whether to share it with others; otherwise, it will only be available to your account. Next, let’s see if there are “Weekend Logins”. (We’ll assume nobody should be using the system over the weekend.) 1.) This time, create a similar “Log On” Event Type report but use a “Custom” date range. Filter out any service accounts and apply the settings. Next, let’s see if there have been any Excessive Exports (this includes emails that count as downloads). 1.) Modify the Event Type to include any or all “Export and Print” types… 2.) Sort by the User column and exclude any service accounts that might already be automatically emailing documents. You may want to download the results as an Excel file. The Audit Report screen has a Download button, which allows you to export the report as an Excel file for further sorting and filtering. Finally, check for Excessive Deletions. 1.) Edit the Event Types list, Reset and go to the Entry main Event type, then select Delete entry, Purge Entry, and Recycle Entry. Note: Delete Entry is tracked whether the Recycle Bin is enabled or disabled. Recycle Entry means that an entry has been sent to the Recycle Bin, and Purge Entry indicates permanent deletion from the Recycle Bin. Note: You may need to download the results as an MS Excel file to get filter and sorting options not available in the Audit Reports tool itself. This concludes this month’s review of Audit reports to check for Red Flags in your Laserfiche system.  We hope you found this post informative and useful! CDI NEWSLETTER Stay updated with all the latest Laserfiche news, CDI webinars, blogs, and more! Facebook | Instagram | X (Twitter) | LinkedIn | YouTube | TikTok

Fiche Tips: Small Code, Big Impact Vol. 3 (Laserfiche Forms) Most internet pages you go to have a document title applied to them, which is displayed as text on the tab. You can see that in the video there is a page opened called Digital Transformation Plan. It's about Laserfiche 12 and Empower. You know what that is because it's labeled. But other tabs just say new submission. If you built a Laserfiche Form before, you know these are form pages; it just says new submission. Which form is this new submission for? You don't know what this one or this one is. But then you see a tab in the video that says memos and another that says project updates. So, how do you do that? It’s Simple! All you need to do is add a bit of jQuery code. So, if you go to the CSS and JavaScript on your form and add this little bit of code, whatever you type here as the document title will show up in that tab. jQuery Code: $ (document).ready(function() { document.title=“memos”; }); And it's as simple as that. CDI NEWSLETTER Stay updated with all the latest Laserfiche news, CDI webinars, blogs, and more! Facebook | Instagram | Twitter | LinkedIn | YouTube | TikTok