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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

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AIIM New England - ECM in an Interoperable World

  1. 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. 2. Open Standards Are Essential to ECM 2 Open Source ECMTuesday, March 1, 2011
  3. 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. 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. 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. 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. 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. 8. 2010 Was a Turning Point in ECM 8 Open Source ECMTuesday, March 1, 2011
  9. 9. CMIS - Vendors Playing Nice 9 Open Source ECMTuesday, March 1, 2011
  10. 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. 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. 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. 13. CMIS: Why and What? Whitepaper - CMIS, by Gilbane Group and OASIS 13 Open Source ECMTuesday, March 1, 2011
  14. 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. 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. 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. 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. 18. Emergence of Chemistry 18 Open Source ECMTuesday, March 1, 2011
  19. 19. Removing the Stigma from “Silo” 19 Open Source ECMTuesday, March 1, 2011
  20. 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. 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. 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. 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. 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. 25. AIIM iECM Demo Server 25 Open Source ECMTuesday, March 1, 2011
  26. 26. AIIM iECM Demo Server 26 Open Source ECMTuesday, March 1, 2011
  27. 27. Problem is Not Vendor Lock-in It’s Content Lock-in 27 Open Source ECMTuesday, March 1, 2011
  28. 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. 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. 30. Platforms vs. Suites vs. Condominiums 30 Open Source ECMTuesday, March 1, 2011
  31. 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. 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. 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. 34. CMIS: It’s Real. And It’s Spectacular. 34 Open Source ECMTuesday, March 1, 2011
  35. 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. 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. 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. 38. Why It Matters 38 Open Source ECMTuesday, March 1, 2011
  39. 39. Standards = Efficiency 39 Open Source ECMTuesday, March 1, 2011
  40. 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. 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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