Building a corporate ECM for long term archiving
 

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Belgium Alfresco User Day 2013 10 04

Belgium Alfresco User Day 2013 10 04
Building a corporate ECM for long term archiving

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Building a corporate ECM for long term archiving Presentation Transcript

  • 1. 1 The Group P&V is comprised of the brands P&V, VIVIUM, Actel, PNP, Euresa-Life et Arces Group P&V 04/10/2013
  • 2. 2 The Group P&V is comprised of the brands P&V, VIVIUM, Actel, PNP, Euresa-Life et Arces ECM at P&V Group Alfresco as a strategic platform By Walter Tilburgs – Alfresco Program Manager
  • 3. 3 The Group P&V is comprised of the brands P&V, VIVIUM, Actel, PNP, Euresa-Life et Arces Agenda • P&V Group: who are we? • Introduction of Alfresco in the company - Background - Start-up - Infrastructure • Move2Alf • Alf2Cas & Castor • How we evolved with Alfresco as strategic platform - Web Content Management - Secured Intranet - Scanning - Archives • Xenit as a strategic partner • More to come • Questions
  • 4. 4 The Group P&V is comprised of the brands P&V, VIVIUM, Actel, PNP, Euresa-Life et Arces P&V group P&V group - Belgian, cooperative insurance company - Philosophy • A “different” insurance company with personal customer contact and solidarity as its main purpose - Multichannel strategy: - Some facts & figures: •  : ± 1.885 employees (± 1.660 FTE) • Ranking: 6th largest Insurance Group (in Belgium) • Premiums 2012: 1.404 m€ • 2007: + ING Insurance = size x2
  • 5. 5 The Group P&V is comprised of the brands P&V, VIVIUM, Actel, PNP, Euresa-Life et Arces P&V Group – Multichannel & Multibrand • A wide offer of insurance products in all domains - Life, Non-Life, Employee Benefits • P&V Verzekeringen / P&V Assurances - Distribution of the products through a network of exclusive insurance agents - Actel (Brand) - Direct Sales through Internet and partnerships with car importers (Affiliate channel) • Vivium, Arces and Piette & Partners - Distribution via the brokers channel - Ranking of Vivium: number 3 of Insurance companies using the brokers channel - Arces is specialised in “legal expenses insurances”
  • 6. 6 The Group P&V is comprised of the brands P&V, VIVIUM, Actel, PNP, Euresa-Life et Arces P&V Group – Multichannel, Multibrand, and ... • Luxembourg: P&V Luxemburg • Europe: Euresa-Life • P&V Group is also active in other domains - IMA Assistance - Multipharma: distribution of pharmaceutical products • Active member/founder of European collaboration groups - Euresa - ICMIF
  • 7. 7 The Group P&V is comprised of the brands P&V, VIVIUM, Actel, PNP, Euresa-Life et Arces Agenda • P&V Group: who are we? • Introduction of Alfresco in the company - Background - Start-up - Infrastructure • Move2Alf • Alf2Cas & Castor • How we evolved with Alfresco as strategic platform - Web Content Management - Secured Intranet - Scanning - Archives • Xenit as a strategic partner • More to come • Questions
  • 8. 8 The Group P&V is comprised of the brands P&V, VIVIUM, Actel, PNP, Euresa-Life et Arces Background • P&V acquired ING Insurance in October 2007 - Integration of ING Insurance Belgium into Vivium - Scanning and archiving @ING, white paper @P&V • Existing archive @ ING Insurance: - 500 GB, 3 to 4 million docs - Single page Tiff images and meta data • Scanning @ ING Insurance: - average 8K pages/day, peak 15K pages/day - ICR with hand written front page - OMR for classification - Error free recognition of 50% • Timeline: October 2007 till July 2008 - Cut-off from ING infrastructure ICR = Intelligent Character Recognition OMR = Optical Mark Recognition
  • 9. 9 The Group P&V is comprised of the brands P&V, VIVIUM, Actel, PNP, Euresa-Life et Arces Start-up • December 2007: RFP for scanning and archiving • Competition: - Archiving: Alfresco/CAStor, UNISYS/BDS, … - Scanning: IRIS, KOFAX, ZEDOC • Jan 2008: scanning contract is awarded to XeniT/NSI • Feb 2008: archiving contract is awarded to XeniT • Attractive but risky: innovative, modern, dynamic combination of XeniT/Alfresco/CAStor/scanning - Modern infrastructure based on standards - Potential of supporting corporate ECM/WCM strategy - But will this mixture work and be delivered in time? - Test on scanning recognition: 95% were error free … the remaining 5% were deliberate errors on the front sheets!
  • 10. 10 The Group P&V is comprised of the brands P&V, VIVIUM, Actel, PNP, Euresa-Life et Arces Infrastructure • Build-Up - Creation of the “Bubble” @ ING - Specific and isolated Vivium environment in the ING Belgium network - Migration of all ING applications necessary for Vivium towards this Bubble - Build-up of Alfresco environment in the Bubble - Migration and conversion from the ING archiving solution towards the Alfresco repository in the Bubble - Jul 2008: hand-over - Aug 2008: cut-off
  • 11. 11 The Group P&V is comprised of the brands P&V, VIVIUM, Actel, PNP, Euresa-Life et Arces Scanning and Archiving Infrastructure - Startpoint PDF TIFF ANTWERP Brokers Vivium Users ViviumVivium Back Office DRP BXL One way replication ALF2CAS
  • 12. 12 The Group P&V is comprised of the brands P&V, VIVIUM, Actel, PNP, Euresa-Life et Arces October 11, 2013 Scanner Mainframe Other Input Dropzone Processing Destination Incoming document streams – Move2Alf
  • 13. 13 The Group P&V is comprised of the brands P&V, VIVIUM, Actel, PNP, Euresa-Life et Arces October 11, 2013 • Moves your documents to Alfresco – Batch process – Large volumes of documents – High performance (Up to 500 docs/minute) • User friendly configuration – Source & destination folders can be configured – Behaviour can be configured (New version, replace content, delete content) • Scheduled jobs – Jobs can be scheduled at any time with cron job definitions – On demand or scheduled – Failed jobs can be recovered and rescheduled Move2Alf
  • 14. 14 The Group P&V is comprised of the brands P&V, VIVIUM, Actel, PNP, Euresa-Life et Arces October 11, 2013 • Parser driven – Custom developed Java programs – Meta data capturing – Pre- and post-processing – Document transformation (eg. AFP  PDF (ADEPT), Word  PDF) – Store in Alfresco • Reporting – Jobs log their operations in an MySQL database – Different reports are available detailing • Performance • Succeeded loads • Exceptions – Reports can be sent out automatically via email • Architecture – Spring based architecture – Fast & multithreaded – Can run during Alfresco production hours Move2Alf
  • 15. 15 The Group P&V is comprised of the brands P&V, VIVIUM, Actel, PNP, Euresa-Life et Arces Move2Alf
  • 16. 16 The Group P&V is comprised of the brands P&V, VIVIUM, Actel, PNP, Euresa-Life et Arces Access Store Distribute Storage nodes Logic CAStor = Content Addressable Storage Optimal solution for x million documents, guaranteed immutable, safely stored, with redundancy, free of backup procedure, always on line Storage layer - CAStor
  • 17. 17 The Group P&V is comprised of the brands P&V, VIVIUM, Actel, PNP, Euresa-Life et Arces • Application provides file • CAStor puts on x nodes (depending on policy) • CAStor provides key to application • Application uses key to read file Storage layer - CAStor
  • 18. 18 The Group P&V is comprised of the brands P&V, VIVIUM, Actel, PNP, Euresa-Life et Arces WAR Antwerp WAR Brussels CAStor cluster Antwerp 6 nodes: 3x2TB + 3x4TB CAStor cluster Brussels 6 nodes: 3x2TB + 3x4TB Life EB / HR Non Life Non Life P&V X-tract Claims ALF2CAS Storage layer – Alf2Cas & CAStor
  • 19. 19 The Group P&V is comprised of the brands P&V, VIVIUM, Actel, PNP, Euresa-Life et Arces Agenda • P&V Group: who are we? • Introduction of Alfresco in the company - Background - Start-up - Infrastructure • Move2Alf • Alf2Cas & Castor • How we evolved with Alfresco as strategic platform - Web Content Management - Secured Intranet - Scanning - Archives • Xenit as a strategic partner • More to come • Questions
  • 20. 20 The Group P&V is comprised of the brands P&V, VIVIUM, Actel, PNP, Euresa-Life et Arces WCM - Managing corporate web site (multiple sites)
  • 21. 21 The Group P&V is comprised of the brands P&V, VIVIUM, Actel, PNP, Euresa-Life et Arces WCM - Managing V-Connect Content
  • 22. 22 The Group P&V is comprised of the brands P&V, VIVIUM, Actel, PNP, Euresa-Life et Arces Secured intranet • + 350 agents exchanging documents with P&V • Moving from dedicated PC infrastructure to secured intranet communication • 4 months timeframe from first introduction of the intention to production • Project scope - Customised Share interface for agents with view on the Alfresco repository for agents - Integration with Mainframe application managing the access control - Full application admin interface to manage the exception handling - Use of new Fred interface to manage the application
  • 23. 23 The Group P&V is comprised of the brands P&V, VIVIUM, Actel, PNP, Euresa-Life et Arces Secured Intranet – Hierarchical document Access District Manager A Agent A1 Agent A2 Agent A3 District Manager B Agent A3BAgent A3AAgent A1BAgent A1A Agent B1 Agent B2 Access allowed Access denied
  • 24. 24 The Group P&V is comprised of the brands P&V, VIVIUM, Actel, PNP, Euresa-Life et Arces Secured intranet
  • 25. 25 The Group P&V is comprised of the brands P&V, VIVIUM, Actel, PNP, Euresa-Life et Arces Secured intranet - Browsing, drag & drop, editing, ... Search Permissions
  • 26. 26 The Group P&V is comprised of the brands P&V, VIVIUM, Actel, PNP, Euresa-Life et Arces Scanning • In the beginning only scanning at headquarters in Antwerp • Today, same scanning solution and infrastructure implemented in headquarters Brussels • Doubling in capacity • Redundancy and DRP capable solution • All input streams can be scanned anytime, anywhere, regardless origin
  • 27. 27 The Group P&V is comprised of the brands P&V, VIVIUM, Actel, PNP, Euresa-Life et Arces Evolving infrastructure – Today Brussels Data Center ANTWERP Data Center Brokers Vivium & PV employees Vivium Antwerp PDF TIFF Back Office P&V/Vivium Brussels PDF TIFF P&V Agents Secured Intranet Bi-directional replication!!!!! ALF2CAS
  • 28. 28 The Group P&V is comprised of the brands P&V, VIVIUM, Actel, PNP, Euresa-Life et Arces • @P&V - 8 (!) Alfresco instances • Alfresco EB & HR • Alfresco Life • Alfresco Non-Life Vivium • Alfresco Non-Life P&V • Alfresco WCM • Alfresco Secured Intranet (SI) • Alfresco Common (X-tract) • Alfresco Claims Alfresco 3.1.1 Alfresco 3.1.2 Alfresco 3.2.0 Share Alfresco Old Versions Alfresco 4.0.2 Share Alfresco 4.0.2 Share Alfresco 4.0.2 Alfresco New Versions Archives: Which Alfresco do you mean?
  • 29. 29 The Group P&V is comprised of the brands P&V, VIVIUM, Actel, PNP, Euresa-Life et Arces WCM Secure Intranet P&V Archief Non Life VIV Archief EB / HR VIV Archief Life VIVArchief Non Life P&V Alfresco Secured Intranet Alfresco WCM Alfresco EB / HR Alfresco NL VIV Alfresco Life VIV Alfresco NL P&V MySQLMySQL MySQLMySQL MySQLMySQL Move2Alf (Poller) ZeDOC Scanni ng BXL ZeDOC Scanni ng ANT Cypress ZeDOC Scanni ng HR Adept (Filemark) Apache (SSO) Apache (SSO) Apache (SSO) Apache (SSO) Apache (SSO) Apache (SSO) Alfresco Share Alfresco Explorer Fred Administrati on Interface Easier Web NL P&V Easier Web NL VIV Easier Web HR Easier Web Life VIV EB Connect File System Easier Web EB VIV File System Castor Cloud Antwerpen Castor Cloud Brussel WAR WAR File Syste m File Syste m File Syste m LDAP / AD pvsysdc06.pvsys.pv. be LDAP / AD Spbeint70005.vibreb. be LDAP / AD pvx9lego.ux.pv.be Word Files Mainframe Varia ZOS Mainframe Vicolin ZOS DOC1 Archief X-tract Archief Claims Alfresco Common Alfresco Claims MySQL MySQL Apache (SSO) Apache (SSO) Easier Web Claims V-Connect ALF2CAS Easier Web EB P&V Architecture @ P&V
  • 30. 30 The Group P&V is comprised of the brands P&V, VIVIUM, Actel, PNP, Euresa-Life et Arces Customised search applications – Internal use
  • 31. 31 The Group P&V is comprised of the brands P&V, VIVIUM, Actel, PNP, Euresa-Life et Arces Alfresco for brokers
  • 32. 32 The Group P&V is comprised of the brands P&V, VIVIUM, Actel, PNP, Euresa-Life et Arces Evolving infrastructure - Highlights • All Alfresco servers running under VMware • Bi-directional storage replication • No single point of failure • Scanning environment also under VMware • All infrastructure is installed in a fully redundant manner • Scanners operated by trained staff on both sites • DRP and BCP capable
  • 33. 33 The Group P&V is comprised of the brands P&V, VIVIUM, Actel, PNP, Euresa-Life et Arces Agenda • P&V Group: who are we? • Introduction of Alfresco in the company - Background - Start-up - Infrastructure • Move2Alf • Alf2Cas & Castor • How we evolved with Alfresco as strategic platform - Web Content Management - Secured Intranet - Scanning - Archives • Xenit as a strategic partner • More to come • Questions
  • 34. 34 The Group P&V is comprised of the brands P&V, VIVIUM, Actel, PNP, Euresa-Life et Arces Xenit as a Strategic partner • Xenit - Young, enthusiastic and Dynamic team - Flexible and competent - Sharing our vision on ECM - Surrounded with qualitative and competent partners for each component (NSI, Caringo, ...) - Direct Channel with Alfresco - Understanding business needs and strategy - Partner relationship, rather than vendor versus client - Innovative - Xenit gradually transferred Alfresco knowledge to P&V, but we still rely on Xenit for continuous support
  • 35. 35 The Group P&V is comprised of the brands P&V, VIVIUM, Actel, PNP, Euresa-Life et Arces Agenda • P&V Group: who are we? • Introduction of Alfresco in the company - Background - Start-up - Infrastructure • Move2Alf • Alf2Cas & Castor • How we evolved with Alfresco as strategic platform - Web Content Management - Secured Intranet - Scanning - Archives • Xenit as a strategic partner • More to come • Questions
  • 36. 36 The Group P&V is comprised of the brands P&V, VIVIUM, Actel, PNP, Euresa-Life et Arces ECM – A fast growing environment • Starting point with acquisition of ING Insurance - 500 GB, 3 to 4 million docs - Single page Tiff images and meta data - Scan average of 8K pages/day, peak 15K pages/day - One (1) bulk scanner • Three (3) years later - 5 TB, 10 to 11 million docs - Multi pages PDF - Scan average of 14,5K pages/day, peak 30K pages/day - Two (2) bulk scanners • Now - 10 TB, +18 million docs and growing fast …
  • 37. 37 The Group P&V is comprised of the brands P&V, VIVIUM, Actel, PNP, Euresa-Life et Arces More to come.... • Continuously extending the archiving project - Scanning of “old archives” and bringing them into Alfresco repository - Injecting new document streams at a hight rate - Invoices - Mail - ..... • Extending the scanning project - Evolving to “Pre-scanning” instead of “Post-scanning” - Set up Digital Mailroom - Incoming mail - Workflow management
  • 38. 38 The Group P&V is comprised of the brands P&V, VIVIUM, Actel, PNP, Euresa-Life et Arces Thank you for your attention. More questions?