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AIIM New England - ECM in an Interoperable World

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Educational session for AIIM NE chapter on March 2 - topic of Open Standards and the move toward Interoperability in Enterprise Content Management

Educational session for AIIM NE chapter on March 2 - topic of Open Standards and the move toward Interoperability in Enterprise Content Management

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  • 1. ECM in an Interoperable World Cheryl McKinnon - Nuxeo cmckinnon@nuxeo.com @CherylMcKinnon AIIM New England - March 2, 2011 Open Source ECMTuesday, March 1, 2011
  • 2. Open Standards Are Essential to ECM 2 Open Source ECMTuesday, March 1, 2011
  • 3. Open Standards in ECM • Information Management professionals who are serious about digital preservation in today’s knowledge economy need to be diligent • Preservation • Metadata • Interoperability 3 Open Source ECMTuesday, March 1, 2011
  • 4. Preservation Standards • How do we ensure this era of Information Overload doesn’t become the Dark Ages 2.0? • Non-vendor controlled file formats • Independent from operating systems or hardware platforms • Can live outside of digital rights lockdown for appropriate preservation and educational uses 4 Open Source ECMTuesday, March 1, 2011
  • 5. Open Standards for Preservation • A long way to go...but: • PDF/A and ODF are a start • Public sector has lead the charge in this area • PDF/A as an ISO Standard incubated by AIIM • Ability to mandate and encourage open standards adoption 5 Open Source ECMTuesday, March 1, 2011
  • 6. Open Standards for Metadata • Dublin Core • Wide adoption for these standard metadata elements in content management and library systems • XML • W3C consortium • Machine and Human Readable textual data format 6 Open Source ECMTuesday, March 1, 2011
  • 7. Open Standards for Interoperability • CMIS (Content Management Interoperability Services) • OASIS managed with active participation from AIIM • OpenSocial • Interoperability across collaboration and social network products • “Gadget” metaphor inspired by Google • An Open API not formal standard 7 Open Source ECMTuesday, March 1, 2011
  • 8. 2010 Was a Turning Point in ECM 8 Open Source ECMTuesday, March 1, 2011
  • 9. CMIS - Vendors Playing Nice 9 Open Source ECMTuesday, March 1, 2011
  • 10. Background • Original Concept as an AIIM Committee in 2006 • “Interoperable Enterprise Content Management - iECM” • Kick off meeting - vendors, academics, end-users • Three vendors created own project • Microsoft, EMC, IBM • Expanded to 7 vendors 10 Open Source ECMTuesday, March 1, 2011
  • 11. Background • Draft specification submitted to OASIS in 2008 • Strong participation and collaboration among 19 vendors • Final public draft in January 2010 • Ratification on May 4, 2010 11 Open Source ECMTuesday, March 1, 2011
  • 12. CMIS: Why and What? • Statement of Purpose • Define a domain model that can be used by applications to work with one or more Content Management systems • Data Model, Abstract Capabilities, Set of Bindings • Problem of “islands of incompatible systems” making it difficult for organizations and application developers to integrate content across and among systems 12 Open Source ECMTuesday, March 1, 2011
  • 13. CMIS: Why and What? Whitepaper - CMIS, by Gilbane Group and OASIS 13 Open Source ECMTuesday, March 1, 2011
  • 14. CMIS: Why and What? • Use Cases for CMIS 1.0 • Collaborative Content Applications • Portals Leveraging Content Management Repositories • Mashups • Content Repository Search • http://www.oasis-open.org/committees/cmis/charter.php 14 Open Source ECMTuesday, March 1, 2011
  • 15. CMIS: Why and What? • Secondary Use Cases • Content-centric Workflow and BPM • Archival Applications • Compound and Virtual Documents • Electronic and Legal Discovery • Not in 1.0 Scope • RM and Compliance • DAM • WCM • Subscription and Notification 15 Open Source ECMTuesday, March 1, 2011
  • 16. CMIS 1.0 CMIS client : Portal, Scanning, ECM app , Business APP CRUD operations Filing Document Metadata Query : CMISQL Folder Checkin, Checkout Relations Renditions Versions ACL REST (AtomPub) or SOAP EMC/ IBM/Filenet Nuxeo Documen- Sharepoint Alfresco ... tum 16 Open Source ECMTuesday, March 1, 2011
  • 17. Emergence of Chemistry • Apache “Chemistry” Emerges as Incubator for CMIS code base • Nuxeo a co-founder in early 2009 with Day Software • Alfresco contributes to OpenCMIS in 2010 • Active contributions ongoing by Nuxeo, Alfresco, Day, Open Text and SAP 17 Open Source ECMTuesday, March 1, 2011
  • 18. Emergence of Chemistry 18 Open Source ECMTuesday, March 1, 2011
  • 19. Removing the Stigma from “Silo” 19 Open Source ECMTuesday, March 1, 2011
  • 20. Harvesting the Silos • Finding the common ground across Content Management Repositories • Technical Use Cases • Repository to Repository • Application to Repository • Federated Repositories • http://www.slideshare.net/pie1120/the-point-of-the-content- interoperability-services-cmis-standard 20 Open Source ECMTuesday, March 1, 2011
  • 21. Harvesting the Silos • Repository to Repository • Publish a document from one repository to another • Example: a document in an ECM system published to a WCM upon approval • Manage corporate records from one centralized repository • Access business records from multiple document repositories in one records system for consistent retention, disposition 21 Open Source ECMTuesday, March 1, 2011
  • 22. Harvesting the Silos • Application to Repository • Use and consume managed content across other line of business applications • ERP, CRM, case management systems, collaboration tools • Let content flow across its natural horizontal business lifecycle 22 Open Source ECMTuesday, March 1, 2011
  • 23. Harvesting the Silos • Federated Repositories • Ability to use and consume content across multiple repositories • Appears to end user as one cohesive system • Ability to build single UI to access content in across multiple repositories - entirely different ECM products 23 Open Source ECMTuesday, March 1, 2011
  • 24. AIIM iECM Demo Server • 5 Separate ECM repositories in a federated Health Care Scenario • Built by Laurence Hart (@piewords) and Thomas Pole (Harris Corp.) • Repositories all hosted by vendors - US, Europe, Cloud 24 Open Source ECMTuesday, March 1, 2011
  • 25. AIIM iECM Demo Server 25 Open Source ECMTuesday, March 1, 2011
  • 26. AIIM iECM Demo Server 26 Open Source ECMTuesday, March 1, 2011
  • 27. Problem is Not Vendor Lock-in It’s Content Lock-in 27 Open Source ECMTuesday, March 1, 2011
  • 28. Lowest Common Denominator or Greatest Common Factor? • Basics of the Specification • Object Types • Documents, Folders, Relationships, Policies • Each object has an object identity, properties • Objects may an access control list, a content stream or rendition 28 Open Source ECMTuesday, March 1, 2011
  • 29. Lowest Common Denominator or Greatest Common Factor? • Versioning of Documents • CMIS Query and Discovery Services • Navigation Services • Multi-Filing Services 29 Open Source ECMTuesday, March 1, 2011
  • 30. Platforms vs. Suites vs. Condominiums 30 Open Source ECMTuesday, March 1, 2011
  • 31. ECM Evolving into a Platform for Content Applications • CMIS opens the door to meaningful consumption of content across business processes • Generic deployments of basic document management often don’t meet business requirements • Compliance cudgel often doesn’t work • Productivity is back on the front-burner • CMIS = Fast integrations 31 Open Source ECMTuesday, March 1, 2011
  • 32. ECM Evolving into a Platform for Content Applications • AIIM Market Intelligence “State of the ECM Industry” 2010 • 34% Respondents have a keen interest in CMIS • But... only 7% plan to adopt over next year • http://www.aiim.org/Research/ECM-State-of- Industry-2010.aspx 32 Open Source ECMTuesday, March 1, 2011
  • 33. ECM Evolving into a Platform for Content Applications • Vendors with cohesive platforms may be able to be most creative with CMIS • ECM vendors will need to differentiate in new ways • Suite vendors that assembled portfolio via acquisition will take longer to take full advantage of CMIS • Inconsistent architectures and integrations 33 Open Source ECMTuesday, March 1, 2011
  • 34. CMIS: It’s Real. And It’s Spectacular. 34 Open Source ECMTuesday, March 1, 2011
  • 35. Real World CMIS in Action • Content Management Goes Mobile • Android CMIS Broswer • Browse CMIS repository • View Documents • Email Documents • Search • View Document Properties http://code.google.com/p/android-cmis-browser/ 35 Open Source ECMTuesday, March 1, 2011
  • 36. Real World CMIS in Action • Content Engine behind WCM / Portal Systems • Drupal • EZPublish • Nuxeo • Alfresco • KnowledgeTree 36 Open Source ECMTuesday, March 1, 2011
  • 37. Real World CMIS in Action • Business Process Management • Access content stored in ECM repositories via CMIS 37 Open Source ECMTuesday, March 1, 2011
  • 38. Why It Matters 38 Open Source ECMTuesday, March 1, 2011
  • 39. Standards = Efficiency 39 Open Source ECMTuesday, March 1, 2011
  • 40. Transporting the Digital Goods • Line of Business and ECM Applications carry business content • Goods and Services are bought, sold and contracted electronically • Interoperable systems (ERP, WCM, eCommerce, BPM and Workflow, ECM) need to let electronic content move across business processes • Reluctance to adopt basic Document Management interoperability standards is a repeat of the Rail Gauge Debates of the 1800s 40 Open Source ECMTuesday, March 1, 2011
  • 41. Learn More • Gilbane and OASIS Joint Whitepaper on CMIS • Opensource.com Article on Open Standards • Nuxeo Whitepaper on ECM as a Platform • CMIS Technical Blogs @ Nuxeo 41 Open Source ECMTuesday, March 1, 2011

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