CMIS and Interoperability - AIIM 2009

CMIS in an Interoperable World John Newton CTO, Alfresco AIIM Philadelphia March 26, 2009

Alfresco is… Open Open source, open standards Source Built with the latest, best-of-breed open source components Enterprise Enterprise-scale, enterprise-standards Content Content that runs the enterprise: Web, Office documents, rich media, images, records… Management One of the most experienced enterprise software teams in the world

Agenda History of content management  Classes of applications and problems  A bigger pie?  What is CMIS?  Why not others?  REST vs. SOAP  Which standard is it?  Before and After  What could go wrong?  What can go right?  Where does it go from here?  Joomla, Drupal, etc. 

Challenges of Interoperability Up to dozens of ECM Systems with huge sunk  cost Each ECM system is a silo  Substantial operational and compliance risk to  separate repositories System Integrators and Software Vendors need  to write to very different APIs Previous standards failed to get adopted  Yet there is a lot of commonality   But there is “no adoptable standard”

What should a standard look like? Maps to existing systems  Must play with major vendors systems  Fit with behavior of the underlying system  and little server logic Learn from previous successes  Drive from real world use cases  Keep it Simple Stupid!  Build and learn 

Standards Timeline 1993 – ODMA  1996 – DMA  2002 – JSR-170  2005 – iECM  2005 – JSR-283  Oct 2006 – CMIS  August 2007 - Partner review begins  Alfresco, EMC, IBM, Microsoft, Open Text, Oracle, and SAP  October 2007 - Partner review complete  December 2007 – Go to standards body  2008 – Submission to OASIS  2009 – Standard? 

What is CMIS? Content Mgmt Interoperability Services   SQL for Content Management  Language Independent  Target Content Apps and Collaboration  New SQL query language  Basic Operations thru REST and SOAP  Simple Data Model

Goals of CMIS Create a new ecosystem for ECM  Enable new classes of cross repo  applications: eDiscovery, Publishing, Collaboration… Create a common understanding of ECM:  Query, Inheritance, Properties, CRUD Versions, etc. To NOT expose ALL capabilities of a  repository. To NOT expose admin/management  functions.

Interoperable Content Application Application portability; (on any platform) Content reuse/integration A mapping Not all capabilities CMIS interface; of a repository are (web-based, service-oriented interface) Not a federation necessarily interface exposed CMIS CMIS CMIS CMIS CMIS  Implementation Implementation Implementation Implementation Implementation DB2 Content Documentum FileNet SharePoint Alfresco Manager Content & Content & Content & Content & Content & Metadata in Metadata in Metadata in Metadata in Metadata in Proprietary Proprietary Proprietary Proprietary Proprietary Form Form Form Form Form 9

Core Use Cases Collaborative Content Creation  A set of users wish to work collaboratively to create one or more  documents or web pages. Need: Authentication, Security, Versioning  Portals  Aggregated interface to viewing content from multiple sources.  Need: Query  Mash-ups  Composite applications that integrates data/functionality from  one or more sources. Need: Query, RESTful Access (call via URL)  Search  Support for “unified indexing” search engines  Need: Change logs, ACL discovery 

Use cases that can be built on top of CMIS Workflow & Business Process  Management Need: Query, Reference-ability, ACL (SAP)  Archival  Need: Hi-volume ingestion  Compound/virtual documents  Need: Relationships, complex query  E-Discovery  Need: Query, Search, Hold 

Not This Time Records Management   Digital Asset Management  Web Content Management  Subscriptions / Notifications  Aspects (Mixins)  Tagging

Core Concepts of CMIS Object Types   Object Identity  Content Stream  Query  Versioning  Folders and Hierarchy  Relationships  Services

A Flat Schema Model for Object Properties CMIS-defined Properties Repository/Application-defined Properties (Base Object Type) (Added by implementation or subtype) Property Property attributes:name, type, single- or multi-valued, required, updatability, queryability, etc. Property types: string, decimal, integer, float, Boolean, datetime, Object ID 14

Base Object Types 1 1 Source Relationship Object Type Data Objects 1 Target 1 (not queryable, (virtual) * not versionable) Child 1 Document Object Type Folder Object Type * * Parent (queryable, versionable, m (queryable, 1 Note: ay have content stream) not versionable) The relationship between * Folder and Document is many-to-many if Parent multi-filing is enabled. Otherwise it is 1-to-many. © Copyright 2007 by EMC, IBM, and Microsoft. All 15 rights reserved.

Versioning of Document Object Each version is a Document objects that are separate object versions of each other (has a separate OID) (no history graph, only timestamp) Repository Given an OID, retrieve • the specific version • the current version • all versions Given an OID, delete • the specific version • all versions  Current Version Non-Current Version © Copyright 2007 by EMC, IBM, and Microsoft. All 16 rights reserved.

Folders and Relationships Source Target Object Type Name Data Data Object Object A folder object A document object A folder containment relationship 17

Query Syntax Semantics SQL-92 subset + Extensions for SQL-92 + Extensions • Multi-valued property + Relational View mapping • Fulltext search • Folder membership Relational View Table(Object Type, Type Inheritance) Row(Object) Column(Property) CMIS Data Model Object Type,Type Inheritance, Object, Property, Content Stream, Versioning © Copyright 2007 by EMC, IBM, and Microsoft. All 18 rights reserved.

Soap vs.and REST SOAP – Transactional Applications  WSDL and Basic SOAP Faults   WS-Security and WS-I compliance  Base 64 encoded and MTOM content transfer REST – Web-based Applications  Leverage ATOM and APP   Authentication thru HTTP protocol  Operations: Get, Post, Put for CRUD and Query

Common CMIS Data Representation Example: <resultSetxmlns=quot;http://www.cmis.org/ns/cmis10quot;> <object> <objectType>myDocumentType</objectType> <baseObjectType>document</baseObjectType> <objectId>DocumentAID</objectId> <uri>http://www.acme.com/001</uri> <createdBy>Cornelia Davis</createdBy> <creationDate>2007-06-30T12:29:29Z</creationDate> <lastModifiedBy>Cornelia Davis</lastModifiedBy> <lastModificationDate>2007-06-30T12:29:29Z</lastModificationDate> <name>My Document</name> <isCurrentVersion>true</isCurrentVersion> <isCheckedOut>false</isCheckedOut> <property name=quot;statusquot;>WIP</property> <property name=quot;keywordquot; index=quot;0quot;>XML</property> <property name=quot;keywordquot; index=quot;1quot;>standards</property> </object> ... </resultSet> 20 © Copyright 2007 by EMC, IBM, and Microsoft. All rights reserved.

Sea Mist

Alfresco’s CMIS First implementation based upon the 0.5  Specification  Supports both SOAP and REST protocols  Basis for all future public APIs  Used in integration with Drupal and Joomla  Demonstrates Alfresco as a Content Services Platform as well as App

A Complete, Open Source Enterprise Content Mgmt System Image Document Management Management Content Repository Platform Records Web Content Management Management

Open Source Model Really Works 1.5M downloads  45,000 registered  users 30,000+ installations  90 countries, 30  languages 800+ enterprise  customers Major banks,  governments, media and professional services Industry recognition 

CMIS – Mash It Up! Shared Drive Portal Web Page Mash-ups Mash-ups Mash-ups Office URL, CMIS CMIS, HTML, JSON URL HTML, ATOM, RSS, JSON CMIS Dispatcher Alfresco REST Infrastructure Rendition JavaScript Services Freemarker Templating Content Scripting Language Model

New Portlets and Apps

AIIM CMIS Demo

Drupal Integration

Joomla Integration

What Could Go Wrong? No one adopts it   CMIS is not a good technical fit  A big guy decides not to adopt it  A big guy does an “embrace and extend”  CMIS becomes irrelevant

What Could Go Right? Remember SQL-89 and SQL-92?   Remember the recession of 1991?  Remember the growth of the database industry?  Remember client/server?  Remember web applications?

Consistent Access Regardless of Repository 32

Collaboration and Social Networking

CMIS The new SQL for content management   Alfresco is the first CMIS implementation  Alfresco is open source and free to try  Get your “CMIS on a Stick” at Booth #542  This presentation at http://tinyurl.com/aiimjn09

CMIS and Interoperability - AIIM 2009

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