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EMC ANZ Momentum User Group 2011- Tech Track: Customizing & Enhancing Microsoft SharePoint Interoperability

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Customizing & Enhancing Microsoft SharePoint Interoperability, Matt Wagner

Customizing & Enhancing Microsoft SharePoint Interoperability, Matt Wagner

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  • 1. Customizing & Enhancing Microsoft SharePoint Interoperability Matt Wagner Senior Consultant, IIG Professional Services© Copyright 2011 EMC Corporation. All rights reserved. 1
  • 2. Best of Both Worlds?© Copyright 2011 EMC Corporation. All rights reserved. 2
  • 3. Best of Both Worlds?© Copyright 2011 EMC Corporation. All rights reserved. 3
  • 4. Common Customer Requirements EMC DOCUMENTUM REPOSITORY SERVICES MY DOCUMENTUM COMBINATION OF FOR MICROSOFT FOR MICROSOFT PRODUCTS & SHAREPOINT SHAREPOINT SOLUTIONS (SDF) I want access to active I want SharePoint Documentum Content Want more? generated content to live and Processes! within Documentum!© Copyright 2011 EMC Corporation. All rights reserved. 4
  • 5. Overview of all Options • Repository Services for SharePoint – Integrate SharePoint into Documentum-based infrastructure • My Documentum for SharePoint – SharePoint emulator for Documentum • EMC SDF – Extend core products – Build out custom solutions© Copyright 2011 EMC Corporation. All rights reserved. 5
  • 6. Repository Services for SharePoint SharePoint• Usability End User – 100% Transparency to SharePoint users, processes and ‘add-ons’ Object• Compliance Metadata – Repository of record Content Metadata – Common Policy Management – Long-term retention – Expunge• CM Integration – SharePoint content in ECM processes – Repurpose/reuse SharePoint content• Operational – Improve SQL Server scale Object Metadata – HSM – De-duplication SQL Server © Copyright 2011 EMC Corporation. All rights reserved. 6
  • 7. Repository Services for SharePoint SharePoint• Usability End User – 100% Transparency to SharePoint users, processes and ‘add-ons’ Object• Compliance Metadata – Repository of record Content Metadata – Common Policy Management – Long-term retention – Expunge EDRSMS• CM Integration Microsoft EBS Layer – SharePoint content in ECM processes EMC EBS Handler – Repurpose/reuse SharePoint content• Operational Journaling Rules – Improve SQL Server scale Object Metadata Object Object Metadata Metadata Metadata Metadata – HSM Object Metadata Metadata Object Metadata Metadata Object Metadata Metadata – De-duplication Documentum File System SQL Server © Copyright 2011 EMC Corporation. All rights reserved. 7
  • 8. Repository Services for SharePoint• Usability SharePoint – 100% Transparency to SharePoint users, End User processes and ‘add-ons’• Compliance Object Metadata – Repository of record – Common Policy Management Content Metadata – Long-term retention – Expunge EDRSMS• CM Integration Microsoft EBS Layer – SharePoint content in ECM processes EMC EBS Handler – Repurpose/reuse SharePoint content• Operational – Improve SQL Server manageability – HSM Object Metadata Object Metadata – De-duplication Documentum SQL Server © Copyright 2011 EMC Corporation. All rights reserved. 8
  • 9. Fitting it all together – Use Case Policy Policy Policy Insurance Document Document Document Policy Marked as Automatically Instantly Documents ‘Final’ using Stored in Available to Created and Standard Documentum, Documentum- Managed in SharePoint & Retention based 100% Native Word Forms Applied and Customer SharePoint Integration ACL Changed Service App.© Copyright 2011 EMC Corporation. All rights reserved. 9
  • 10. My Documentum for SharePoint SharePointSharePoint SharePoint Documentum Documentum© Copyright 2011 EMC Corporation. All rights reserved. 10
  • 11. My Documentum for SharePoint SharePoint Documentum Documentum© Copyright 2011 EMC Corporation. All rights reserved. 11
  • 12. My Documentum for SharePoint© Copyright 2011 EMC Corporation. All rights reserved. 12
  • 13. MyDSP 6.6 & SDF: Working Together • MyDSP 6.6 – Add Custom Menus via XML – Launch Application Pages – Launch Web Parts a feature of This is not MyDSP. It is a Custom • SDF Menu. – Custom Application Pages – Custom Web Parts SDF This is not a feature of MyDSP. It is an SDF Application Page. SDF© Copyright 2011 EMC Corporation. All rights reserved. 13
  • 14. SharePoint Documentum Solutions - SDF© Copyright 2011 EMC Corporation. All rights reserved. 14
  • 15. SDF Overview• Overview – Many Deployments Worldwide – SDF can ‘extend’ the products – Some integrations require other licenses – RM, RPS, IRM, FS2 – Designed for process worker use cases, other custom use cases – SOA and Cloud Focused!• Key areas include Government, Life Sciences and Financial Services© Copyright 2011 EMC Corporation. All rights reserved. 15
  • 16. SDF Components• The SDF is comprised of three major components, they include - – DataServices – WebParts – The SDK• DataServices – WWF Integration – IRM Integration – MCL (Move, Copy and Link) – Event Listener, InfoPath – Content Mapper© Copyright 2011 EMC Corporation. All rights reserved. 16
  • 17. SDF Components cont …• WebParts – WebParts • Browse, BAM, Search, Advanced Search (includes saved search), Inbox, Tasks, Workflow, History, Administration, Subscriptions, My Documents, User Management and Properties – WebParts can be modified and extended – Security can be at the WebPart level – RM Integration• The SDK – C# based, leverages DFS and DFSX© Copyright 2011 EMC Corporation. All rights reserved. 17
  • 18. SDF - Key Use Cases Expose Documentum Workflows, Process Worker QuickFlow, xForms, InfoPath, xCP, BAM, Process Suite (BPM and BPS) Leverage Records Management (RM)* Compliance and Integrated Rights Management (IRM) The SDF provides specific solutions like Solutions Matter Management, ECSF and EPFM * RPS works with the SDF and MyD4SP OOTB© Copyright 2011 EMC Corporation. All rights reserved. 18
  • 19. Other SDF Use Cases Core Area Extend MyD4SP Using the menu hooks approach, menu’s in the core product can be extended or added. Integrations Common use cases are third party integration with SAP, Team Connect, Lotus Domino, Siebel, PeopleSoft and ESB Federated Search Customer wants to expand the OOTB search experience – search Documentum and SharePoint at the same time – using FS2 Site Provisioning Customer wants to automate the deployment of the SDF solution; pre-set WebParts, Features, themes, ACLs, users, groups and sites Security Management Users want to manage the ACLs of the content, which includes permissions, groups, users, et al – or manage the users/groups of the solution© Copyright 2011 EMC Corporation. All rights reserved. 19
  • 20. SDF Data Services WebParts SDK Browse BAM WWF Integration Search Advanced .Net DLLs IRM Integration Search C# based Inbox Tasks MCL (Move, Copy and Link) Workflow Administration History Event Listener, InfoPath Subscriptions My Documents DFS User Management and DFSX Content Mapper Properties CMIS* REST* Contextual* xPlore * Wikis and Blogs* xCP 2.0 * Publishing xDB *© Copyright 2011 EMC Corporation. All rights reserved. 20
  • 21. SDF Security – Data Flow SharePoint Documentum 1. A SharePoint user authenticates into SharePoint 2. They are authorized against Active Directory/LDAP 3. The same user opens up a Documentum dm_user WebPart or SharePoint Feature object(s) 4. The user’s default credentials are captured from SharePoint/IIS and passed into a Web Services (DFS) call (SSL enabled) Documentum User Super UserSharePointUser Account 5. DFS makes sure the user is valid 6. Using ticketed login, the query run’s under the dm_user’s account 7. Super user account is used for facilitating DCTM impersonation MOSS 8. Audit will run if enabled LDAP © Copyright 2011 EMC Corporation. All rights reserved. 21
  • 22. Workflows can have many steps, which include conditions and actions; the Documentum web services are exposed as actions to the SharePoint Workflow© Copyright 2011 EMC Corporation. All rights reserved. 22
  • 23. Steve needs to IRM protect a Steve Sales document on the new Marketing campaign, the content is sensitiveNavigate to the SharePoint menuand select “Apply an IRM Policy”© Copyright 2011 EMC Corporation. All rights reserved. 23
  • 24. Colin Login to the IRM Policy Server© Copyright 2011 EMC Corporation. All rights reserved. 24
  • 25. SDF and xCP© Copyright 2011 EMC Corporation. All rights reserved. 25
  • 26. SDF and xCP – Basic Forms© Copyright 2011 EMC Corporation. All rights reserved. 26
  • 27. Integration with BAM© Copyright 2011 EMC Corporation. All rights reserved. 27
  • 28. The SharePoint xCP Accelerator - ActivatingAfter installation, simply activate the feature for the siteAnd Add the Web Part to the page© Copyright 2011 EMC Corporation. All rights reserved. 29
  • 29. The SharePoint xCP Accelerator – Web Part on Page© Copyright 2011 EMC Corporation. All rights reserved. 30
  • 30. The SharePoint xCP Accelerator – Task Details© Copyright 2011 EMC Corporation. All rights reserved. 31
  • 31. The SharePoint xCP Accelerator – Task Delegation© Copyright 2011 EMC Corporation. All rights reserved. 32
  • 32. Solution ‘Tiers’ – When to use? Extended WebParts; WWF, SDF InfoPath,Tier 3 SharePoint EMC SharePoint Features WebParts – SSO and/or Kerberos – My Documentum for browse and search SharePointTier 2 Site Administrators Transparent to the user; uses the native SharePoint user interface – Repository content is moved to Documentum ServicesTier 1 automatically SP2010 Users© Copyright 2011 EMC Corporation. All rights reserved. 33
  • 33. Summary EMC DOCUMENTUM MY DOCUMENTUM COMBINATION OF REPOSITORY SERVICES FOR MICROSOFT FOR MICROSOFT PRODUCTS & SHAREPOINT SHAREPOINT SOLUTIONS (SDF) I want access to active I want SharePoint Documentum Content Want more? generated content to live and Processes! within Documentum!© Copyright 2011 EMC Corporation. All rights reserved. 34
  • 34. Q&A© Copyright 2011 EMC Corporation. All rights reserved. 35
  • 35. THANK YOU© Copyright 2011 EMC Corporation. All rights reserved. 36