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What do records and information managers need to know about open source ECM?


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Session presented to the ARMA Columbia SC chapter, January 2011. Overview of open source in the enterprise content management space, when it could or should be considered by records management professionals.

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What do records and information managers need to know about open source ECM?

  1. 1. Open Source ECM: What Records and Information Managers Need to Know Cheryl McKinnon @CherylMcKinnon on Twitter January 2011 Presentation to Columbia SC - ARMA ChapterSunday, January 16, 2011
  2. 2. What is Open Source? • Definition emerged 1998 - with a new model of software development and release - Mozilla (Netscape Navigator) • Roots back to 1980s - Free Software Foundation • Practices rooted in development that evolved into the internet • 1960s/70s - early example of open, participatory software development • 1998 - Founding of Open Software Initiative • consistent terminology, sanctioned software license agreements, definitions and practices • 2Sunday, January 16, 2011
  3. 3. What is Open Source? • Simply? • A way a software developer (a vendor or a community) licenses and distributes its source code • No charge for the software, availability of code, welcomes contributions, no restrictions on how software is used • Variety of individual license agreements govern how it is distributed or used inside other products. • Examples: GPL, LGPL, Apache, BSD, Eclipse, others... 3Sunday, January 16, 2011
  4. 4. What is Open Source? • What about Open Source Companies? • Different Business Models to Meet Different Customer Needs • RedHat (Linux) - makes money on support and maintenance • Acquia (Drupal Web Content Management) - support & maintenance • Nuxeo - (ECM) - support and maintenance on its no-charge products and packaged applications • Alfresco (WCM/ECM) - upsells users of its free community product to its premium paid edition when customer needs support 4Sunday, January 16, 2011
  5. 5. What Do You Need to Know? 5Sunday, January 16, 2011
  6. 6. #1 You Can Get Started on an Information Management Project... Now 6Sunday, January 16, 2011
  7. 7. #1 - You Can Get Started on an Info Management Project... Now • No need to let business problems escalate due to lack of short term budget funding • Early requirements research can be done with little or no up-front financial investment • Simplified approach to product procurement allows more transparent financial planning for development and deployment 7Sunday, January 16, 2011
  8. 8. #2 Open Source ECM is *NOT* Written by Some Guy in his Mom’s Basement 8Sunday, January 16, 2011
  9. 9. #2 - It is *NOT* Written by Some Guy in his Mom’s Basement • Still a lingering - and out-dated - perception of open source as hobbyist driven • IT managers and software architects have long recognized open source for infrastructure use • Professional support, developers, QA and services are all provided by vendors who understand enterprise needs • Beware of the Fear, Uncertainty and Doubt (FUD) from bigger vendors who see as new competition 9Sunday, January 16, 2011
  10. 10. #3 You Don’t Need to be a Developer to Use Open Source ECM 10Sunday, January 16, 2011
  11. 11. #3 - You Don’t Need to be a Developer to Use Open Source ECM • Organizations with complex or unique ECM requirements can always choose to customize • Clean, approachable user experience designed for use by typical information workers • Graphical, wizard-driven customization and configuration environment puts control into hands of information architects and business analysts 11Sunday, January 16, 2011
  12. 12. #4 Don’t Confuse Open Source with “Free” 12Sunday, January 16, 2011
  13. 13. #4 - Don’t Confuse Open Source with “Free” • All ECM projects require a long term plan for deployment, needs analysis, training and ongoing support and maintenance • Select an ECM platform because it meets your business and technical needs - not because there is a perception of ‘no cost’ • Prepare to invest in the support and assurances that best align with the mission critical nature of the content application 13Sunday, January 16, 2011
  14. 14. #5 Open Source ECM Vendors Walk the Enterprise 2.0 Talk 14Sunday, January 16, 2011
  15. 15. #5 - Open Source ECM Vendors Walk the Enterprise 2.0 Talk • Successful open source projects are vibrant communities that encourage peer-to-peer engagement • Most vendors jumped on the “Community” and “Social Marketplace” bandwagon over last 2 years • Open source ECM has valued knowledge-sharing, online community, peer support and customer input for years - exemplifies Knowledge Management in practice • Trend to more on-demand, hosted services for upgrades, patches, optional modules, design tools 15Sunday, January 16, 2011
  16. 16. #6 Open Source Vendors Align to Customer Priorities 16Sunday, January 16, 2011
  17. 17. #6 - Open Source Vendors Align to Customer Priorities • Vendors who derive revenue from proprietary license sales will benefit far in advance of their customers • ECM deployments require weeks or months to show ROI and deliver on deployment objectives • Open Source vendors benefit when the customer does: during the application build and deployment phases • Responsiveness to customer needs - roadmap, localization, support for third party products 17Sunday, January 16, 2011
  18. 18. #7 Not All Vendor Business Models are the Same 18Sunday, January 16, 2011
  19. 19. #7 - Not All Vendor Business Models are the Same • Insist upon clarity and transparency from the open source ECM vendor • Ensure the software that is tested and piloted is the same software that the vendor will support • Do due diligence to ensure no hidden catches or unexpected costs or upgrade charges • Ensure the vendor open source license model is a good fit for your overall IT architecture 19Sunday, January 16, 2011
  20. 20. #8 ECM is no Longer a Frill It is Essential to 21 st Century Business 20Sunday, January 16, 2011
  21. 21. #8 - ECM is no Longer a Frill • Rise of the Web means small and new companies can compete with incumbents • Democratization of opportunity = democratization of risk • Requirements to manage, capture and preserve content extends to companies of all sizes and corporate structures • eDiscovery, regulation-driven retention rules not only for large publicly-traded companies • Open source ECM helps keep the playing field level 21Sunday, January 16, 2011
  22. 22. What About Open Standards?Sunday, January 16, 2011
  23. 23. Open Standards: Essential to RM • Digital Content Preservation • Open formats for record capture/preservation - published open specifications to ensure it can be reproduced outside of vendor hardware/ software • PDF/A • Interoperability • Common ground across Document Management and other Information Management products for content use and exchange • CMIS (Content Management Interoperability Services) • Metadata • Readable descriptors, structure, consistent categorization • XML, Dublin Core 23Sunday, January 16, 2011
  24. 24. Want to Learn More?Sunday, January 16, 2011
  25. 25. Nuxeo ECM - Our Approach Construction Media Government Life Sciences Business Applications Correspondence Contracts Records Invoice Processing Management Management Management Packaged Case Content Document Digital Asset Products & Management Management Management Core Server Application Distributions Framework Platform Nuxeo Enterprise Platform Complete set of components covering all aspects of ECM Platform Nuxeo Core Lightweight, scalable, embeddable content repository 25Sunday, January 16, 2011
  26. 26. Resource Center • White Paper: • http:// en/resources/ Reference- Material/8-things- you-should-know- about-open- source-ecm 26Sunday, January 16, 2011
  27. 27. Resource Center • Documentation, White Papers, Customer Stories, Technical Blogs, Product Highlight Videos, Online Slides and Presentations • http:// en/resources 27Sunday, January 16, 2011
  28. 28. Thank You Q&A Cheryl McKinnon, cmckinnon@nuxeo.comSunday, January 16, 2011