Document management and Workflow


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Document management and Workflow

  1. 1. ECB-NET Document Management and Workflow Ole Norager Diego Bragato
  2. 2. Objectives of the Project <ul><li>Major Goals of the project </li></ul><ul><ul><li>Document management </li></ul></ul><ul><ul><li>Procedure Tracking </li></ul></ul><ul><ul><li>Workflow </li></ul></ul><ul><li>Schedules to fulfill </li></ul><ul><ul><li>End of actual IDA for 2004 </li></ul></ul>
  3. 3. Overall Description <ul><li>A web portal with single sign on </li></ul><ul><li>A centrally based dossier / document repository </li></ul><ul><li>A workflow system </li></ul>FURTHER INFORMATION ... http:// ecb . jrc . it / ecbnet / http:// ecbnet . jrc . it :8080
  4. 4. The portal
  5. 5. The Document management
  6. 6. Functional organisation I <ul><li>A context Based Menu </li></ul><ul><li>A set of available Actions </li></ul>
  7. 7. The actions <ul><li>Create Dossier </li></ul><ul><li>View Dossier </li></ul><ul><li>Upload Document </li></ul><ul><li>Create Form </li></ul><ul><li>Search </li></ul><ul><li>Version </li></ul><ul><li>View Access Control Lists </li></ul><ul><li>Set Access Control Lists </li></ul>
  8. 8. The Dossiers
  9. 9. The dossier Types <ul><li>Configurable Dossier Types </li></ul>
  10. 10. The documents
  11. 11. The document Types <ul><li>Configurable Document Types </li></ul>
  12. 12. Uploading Documents
  13. 13. Validation <ul><li>Form Fields are validated with a configurable set of validation rules </li></ul>
  14. 14. Data Privacy Access Control Lists
  15. 15. <ul><li>Searching features are based on Webdav DASL </li></ul><ul><li>Searching features are available to other software components </li></ul>Searching
  16. 16. Versioning <ul><li>Versioning features are based on Webdav DeltaV </li></ul><ul><li>Versioning features are available to other software components </li></ul>
  17. 17. User Management
  18. 18. Document ation avail a ble <ul><li>New Updates of the documentation </li></ul><ul><li>Documentation will be available together with the runtime test environment </li></ul>
  19. 19. Question & Answers
  20. 20. The Technology Strategy <ul><li>Standard Based Architecture </li></ul><ul><ul><li>Standards change on a 10 year scale </li></ul></ul><ul><li>Open Source components </li></ul><ul><ul><li>Free software </li></ul></ul><ul><ul><li>We can interchange free software with proprietary implementations for better performance </li></ul></ul><ul><li>Full J2EE implementation </li></ul><ul><ul><li>All software is implemented in java, J2EE compliant and platform independent </li></ul></ul>
  21. 21. Chosen Standards I <ul><li>Application server </li></ul><ul><ul><li>J2EE </li></ul></ul><ul><li>Users management </li></ul><ul><ul><li>LDAP </li></ul></ul><ul><li>Document Management </li></ul><ul><ul><li>WEBDAV </li></ul></ul><ul><ul><ul><li>Searching </li></ul></ul></ul><ul><ul><ul><ul><li>DASL </li></ul></ul></ul></ul><ul><ul><ul><li>Versioning </li></ul></ul></ul><ul><ul><ul><ul><li>DeltaV </li></ul></ul></ul></ul>
  22. 22. Chosen Standards II <ul><li>Workflow </li></ul><ul><ul><li>JBPM </li></ul></ul><ul><ul><ul><li>JPDL </li></ul></ul></ul><ul><ul><li>Enhydra SHARK </li></ul></ul><ul><ul><ul><li>XPDL – WFMC </li></ul></ul></ul>FURTHER INFORMATION ... dbr @ terma .com
  23. 23. The solution <ul><li>A Web based system </li></ul><ul><li>A Web portal </li></ul><ul><li>A Web application </li></ul><ul><li>A document server </li></ul><ul><li>A user server </li></ul>
  24. 24. The W eb DAV <ul><li>Web Distributed Authoring and Versioning Protocol </li></ul><ul><li>Multiple clients </li></ul><ul><li>Differentiated access according to usage </li></ul><ul><li>Single sign on </li></ul>FURTHER INFORMATION ... www. webdav . org
  25. 25. <ul><li>Easiest access to the data layer through WebDAV </li></ul>Windows WebDAV folders
  26. 26. <ul><li>Easy MS windows configuration </li></ul>Windows Webdav folders Configuration
  27. 27. Web DAV: single sign on
  28. 28. The Webdav Browser
  29. 29. Webdav The slide client
  30. 30. The Slide Webdav Servlet
  31. 31. Webdav access V <ul><li>Office 2000 is WEBDAV compliant </li></ul>
  32. 32. LDAP access <ul><li>Java Clients </li></ul><ul><ul><li>LDAP browser </li></ul></ul><ul><li>Mail clients </li></ul><ul><ul><li>Outlook </li></ul></ul><ul><li>Browsers </li></ul><ul><ul><li>Mozilla </li></ul></ul><ul><li>Text based clients </li></ul><ul><li>Ldif files </li></ul>
  33. 33. LDAP servers <ul><li>Openldap </li></ul><ul><li>Windows 2000 server Active directory </li></ul><ul><li>Oracle LDAP </li></ul><ul><li>Commercial J 2EE LDAP services </li></ul><ul><li>Sun One LDAP </li></ul>
  34. 34. J2EE application server <ul><li>Jboss Free (Less GPL license) </li></ul><ul><li>37% market share </li></ul><ul><li>best performances </li></ul><ul><li>BEA The most known commercial application server </li></ul><ul><li>Oracle IAS Well known within the commission </li></ul><ul><li>Weblogic IBM’s application server </li></ul>
  35. 35. The Workflow <ul><li>A workflow Engine </li></ul><ul><ul><li>An alarm engine </li></ul></ul><ul><ul><li>A rule engine </li></ul></ul><ul><li>A workflow process definition file </li></ul><ul><ul><li>Workflow procedures can be updated at no cost </li></ul></ul>
  36. 36. Question & Answers
  37. 37. The software implementation tasks <ul><li>The roll out of the software </li></ul><ul><li>The implementation phase </li></ul>
  38. 38. Tasks for the end of the development phase <ul><li>Roll out of the test environment (phase I) </li></ul><ul><ul><li>Sample Configuration of the system </li></ul></ul><ul><ul><ul><li>Dossier Types </li></ul></ul></ul><ul><ul><ul><li>Document Types </li></ul></ul></ul><ul><ul><ul><li>Form Types </li></ul></ul></ul><ul><ul><li>Load up of the system </li></ul></ul><ul><ul><ul><li>Sample Legacy data load up </li></ul></ul></ul><ul><ul><li>Test Users accessing the system </li></ul></ul><ul><li>System Administration Support </li></ul>
  39. 39. Tasks for the Implementation phase I <ul><li>Full Roll out of the test environment (phase II) </li></ul><ul><ul><li>Full Configuration of the system </li></ul></ul><ul><ul><li>Load up of the system </li></ul></ul><ul><ul><ul><li>Large Scale Test for Legacy data load up </li></ul></ul></ul><ul><ul><li>Users accessing the system </li></ul></ul><ul><li>System Administration Support </li></ul><ul><li>Tuning of the test environment </li></ul>
  40. 40. Tasks for the Implementation phase II <ul><li>Definition of the target HW Production Environment </li></ul><ul><li>Roll out of the Production Environment </li></ul><ul><ul><li>Load up of the system </li></ul></ul><ul><ul><ul><li>Full Legacy data load up </li></ul></ul></ul><ul><ul><li>Users accessing the system </li></ul></ul><ul><li>Tuning of the system </li></ul><ul><ul><li>HW / SW tuning </li></ul></ul>
  41. 41. System Tuning <ul><li>Hardware tuning </li></ul><ul><ul><li>Optical / Network storages </li></ul></ul><ul><ul><li>Server Racks </li></ul></ul><ul><li>Java tuning </li></ul><ul><ul><li>Standard tuning available in other systems such as IDA ZOPE </li></ul></ul><ul><li>Software Architecture tuning </li></ul><ul><ul><li>Added value of the standard based approach </li></ul></ul>
  42. 42. How we are working <ul><li>System integration software </li></ul><ul><li>Maximize output </li></ul><ul><li>Local support </li></ul><ul><li>Transparency </li></ul>FURTHER INFORMATION ... Diego Bragato dbr @ terma . com +39 0332 773983 Richard Morris rim @ terma . com +39 0332 773982
  43. 43. Project P lan <ul><li>The IDA phases </li></ul>FURTHER INFORMATION ... dbr @ terma . com Dec 2004 Preparatory feasibility Development Implementation Jan 2001 Jan 2003 May 2004
  44. 44. Project status <ul><li>Development phase </li></ul><ul><ul><li>Final A rchitecture is there </li></ul></ul><ul><ul><ul><li>We have a good set of components that are nicely working together </li></ul></ul></ul><ul><ul><li>Testing and bug fixing </li></ul></ul><ul><ul><li>Workflow engine </li></ul></ul>
  45. 45. Project Needs <ul><li>Roll out of the software </li></ul><ul><li>Test environment </li></ul><ul><li>Customer Validation </li></ul><ul><li>Contract Closure </li></ul>
  46. 46. Question & Answers