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Open Source
Enterprise Content Management
                        John Newton
           Chairman and CTO, Alfresco
                    www.alfresco.org




                                    1
Agenda

    Intro
      –   John Newton
      –   Co-founder of Documentum and Alfresco
    A Brief History of ECM
    Why Open Source ECM
    Alfresco Open Source ECM Architecture
    Alfresco as a Scalable Enterprise Platform
    ECM and Open Source: What’s Next


June 17, 2012                           2
Alfresco is…
Open             Open source, Open standards

Source           Best-of-breed open source components

Enterprise       Enterprise-scale, enterprise-
                 infrastructure, enterprise-control

Content          Documents, records, XML, web pages,
                 images, rich media, code …

Management       Most experienced team in content
                 management in the world from
                 Documentum and Interwoven


 June 17, 2012                           3
A Brief History of ECM

1985              1990          1995                  2000                 2006

 Image mgmt       Electronic   Web         Advanced        Consolidation   Open
 and first        document     content     content         of ECM          source
 collaboration    mgmt         mgmt        concepts                        enterprise
                                                           Open source     content
 Filenet,         Documentum   Netscape, DRM,              web content     mgmt
 ViewStar,        Saros        Vignette,  DAM,             mgmt
 Lotus            PCDocs       Interwoven Lifecycle                        CMS
                                          Mgmt             OpenCMS,        Standards
                                                           Mambo,
                                                           Drupal, Plone




  June 17, 2012                                        4
What is Enterprise Content Management?


                  Collaboration
                                            Records
                                          Management

        Web                      Information
       Content                     Obj /
                                       ect
                                                    Electronic
     Management                      File /         Publishing
                                  Data (XML)
                      Metadata
                                                                              S earch


                                                 Forms
                  Document                     Management
                 Management



                                               Source: AIIM Enterprise Content Management Association

 June 17, 2012                                                            5
Applications of Enterprise Content Mgmt

         Web and Portal Content Management
         Collaborative Development
         On Demand Publishing
         Compliance
         Records Management
         Document Management
         Digital Asset Management
         Image Management
 June 17, 2012                        6
What is Wrong with ECM?

1. ECM costs too much
2. ECM is too hard and too cumbersome
3. ECM doesn’t scale for enterprise
   requirements
4. ECM is isolated in departmental islands
5. ECM hasn’t changed much

   Source:       Information Architecture Institute – Jan 2003
                 http://iainstitute.org/pg/the_problems_with_cms.php#000064
                 15-years hard knocks


 June 17, 2012                                        7
Predictions for ECM

1. ECM will standardize, commoditize and the
   business model will change
2. ECM will become simpler, lighter-weight, and
   much easier
3. ECM will deploy new technologies to scale to
   dynamically serve the enterprise and beyond
4. ECM will decentralize, federate and integrate
   with the rest of the enterprise
5. Open source will become a powerful force
   for change in ECM

 June 17, 2012                     8
Commoditization of ECM

                                                            Knowledge      Web Services
Web                                                         Portals
                                                                                CRM
Applications         App Server
                                                     Portal Server
                                                                                 Business
                                                                                 Process
                                                                                   Engine


Virtual File                                    Content
System         FTP                             Repository                  High Availability
         CIFS

    WebDAV



                           Full-text Indexes                                   Hot Standby
                                                                Metadata
                            & Categories                         DBMS
                                                 Storage




     June 17, 2012                                                    9
Standardization of Content Mgmt Functionality

     Library Services
     Content Services
     Data Modelling
     Search
     Business Process and Lifecycle Management
     Security and Organizational Structure
     Application Integration


 June 17, 2012                      10
Standardization Efforts in Content Mgmt

    WebDAV – IETF Web-based Distributed Authoring
     and Versioning
    JSR-170 – Java Content Repository (JCR) API
    JSR-283 – Next generation of JCR
    iECM – AIIM Interoperable Enterprise Content
     Mgmt
    Where is the SQL of Enterprise Content
     Management?


    June 17, 2012                    11
Open Source as a Force in Content Mgmt
    Open source is now
     acceptable in F1000    “After Linux and MySQL,
                            enterprises are now looking
    ECM is fast-growing    for open source alternatives
     “must have”            for the rest of their stack”                 $3.9


                                                               $3.4
                            Marten Mickos, MySQL
    ECM vendors are
                                                      $2.8
     alienating customers
     & channels                              $2.1
                                    $1.8
                             $1.6
    Enterprise software
     and business model
     evolves slowly
    Open source evolves    2003    2004    2005     2006     2007     2008

     faster                             North American ECM Market Revenue
                                       Source: Forrester Research, June 2005

    June 17, 2012                               12
Fostering ECM Innovation
             Closed                                 Open
             Customer Customer
Customer
                                   Media
                         Sales                      Code Blogger
     Reception
                                           Developer
          Product
                         Shipping
           Mgmt                                               Customer
            Development
             Developer
              (Bugs)
                                           Mgmt    Internet
                                                              Support
           QA      Support                                    Engineer
                               Accounts     Marketer
     Marketing                                      Tester Partner

   Partner                       Partner
                     Partner
     June 17, 2012                                13
Open Source is Changing Enterprise Software

     All categories of enterprise software affected
       –   OS, DBMS, BI, Test & Build, System Admin, CRM,
           ERP, CMS
     Users sell themselves through try and buy
     Direct connection between customers and
      developers
     Architecture is guided by the community
     Community, developers collaborate on the
      elimination of bugs
     Faster propagation, faster innovation

 June 17, 2012                            14
Simplifying Enterprise Content Management
                                Address the paradigms that
                                 users know best
                                Replace shared file drives with
 1. File System                  Virtual File System
    Emulation
                                Email-like plug-in rules
                                 automate manual processing &
                                 enhance compliance
                 2. Rules       Google-like search, Yahoo-like
                    Engine       browsing
                                Templates to encourage reuse,
                                 simplifies use and provides
                                 web access
      3. Out of the box         Simple data model supports
         portal                  end user administration
         integration

 June 17, 2012                           15
Scale Requirements for an Enterprise Platform

   Scale in Information
    –   Complex search, structure & classification of
        information
   Scale in Activity
    –   Complex information per activity with dynamic
        views with full object-level security
   Scale in People
    –   Up to 100,000s of readers and writers of gigabytes
        and terabytes
   Scale in Geography
    –   Sharing of information across continents in real-
        time


 June 17, 2012                             16
Strategies for Scaling Information and Activity

    Modularity and AOP
    Flexible Data Modelling
    Object-Relational Mapping and Optimization
    Service Oriented Architecture
    Federation vs. Centralization
    Caching and Clustering
    Web Caching
    High Availability

 June 17, 2012                       17
New ECM Architectures for Scalability and
Adaptability
    Enterprise-scale,                 Java App Servers and Portals
     high-integrity
     repository                              Spring Framework
                               CIFS, FTP                           JSR-170                     JSR-168
    Best of Breed Open        WebDAV                            & Web Svcs                    Portlets

     Source Components
                                            Content Mgmt Repository
    Modular, light-
     weight architecture       Object
                             Persistence
                                                                   BPM
                                                                  Control
                                                                                             Distributed
                                                                                                Store

    Distributed
                                           Aspect (Module) Interface
     architecture


                                                    Templating




                                                                                 Workflow
                            Database




                                                                      Indexing
     High Availability




                                                                                            Security
                                      Storage




                                                                                                       Admin
                                                                                             DRM
    5X faster
                           MySQL,                   PHP Lucene      OpenDRM
                           Oracle                FreeMarker    jBPM         JMX

    June 17, 2012                                                18
Scaling People and Geography
                 Federation                         R&D
                                                    Repo


                                                 DBMS      Index
                                  Mktg
                                                                      Sales
                                 Repo
                                                                      Repo


                               DBMS      Index
                                                               DBMS     Index
Web Caching
                                                                                      Clustering

     Virtual       Virtual       Virtual                              Repo           Repo           Repo
    Workspace     Workspace     Workspace
                                                                                   ECM Cluster

                    WCM                                                         Distributed Cache
                  Repository


      Web
                                                                      DBMS           DBMS           DBMS
                                      Web
      Site                            Site
                     Web
                     Site                                                        Database Cluster

 June 17, 2012                                                            19
Gartner Hype Curve for Content Mgmt
                        Source: Gartner June 2005




 June 17, 2012                20
Future of ECM
   Enterprise Content Management should be bigger
     –   $2.5B ECM vs. $10B RDBMS
   Standardization will fuel growth
     –   JSR-170, JSR-283, iECM -> SQL for Content
   Commodization will drive global adoption
     –   China, India, Russia, Latin America
   Innovation will drive scalability and simplicity
   Open Source will drive innovation
     –   Next generation: Wikis, Blogs, XML Composition
     –   New distributed models: RSS, Web Services, Message based



 June 17, 2012                                   21
Summary

   Time is ripe for open source in enterprise
    content management
   Open source brings the community into the
    development, support and service process
   Open source changes the sales and price
    dynamics of the industry
   Open source brings back the innovation
    process into the industry



June 17, 2012                      22
For More Information

                See us at Booth #1162
                Try Alfresco
                 –   http://www.alfresco.com
                Case Studies
                 –   http://www.alfresco.com/customers
                Downloads
                 –   http://www.alfresco.org/downloads

                        john.newton@alfresco.com


 June 17, 2012                                 23

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94670552 alfresco-aiim-2006-05-16

  • 1. Open Source Enterprise Content Management John Newton Chairman and CTO, Alfresco www.alfresco.org 1
  • 2. Agenda  Intro – John Newton – Co-founder of Documentum and Alfresco  A Brief History of ECM  Why Open Source ECM  Alfresco Open Source ECM Architecture  Alfresco as a Scalable Enterprise Platform  ECM and Open Source: What’s Next June 17, 2012 2
  • 3. Alfresco is… Open Open source, Open standards Source Best-of-breed open source components Enterprise Enterprise-scale, enterprise- infrastructure, enterprise-control Content Documents, records, XML, web pages, images, rich media, code … Management Most experienced team in content management in the world from Documentum and Interwoven June 17, 2012 3
  • 4. A Brief History of ECM 1985 1990 1995 2000 2006 Image mgmt Electronic Web Advanced Consolidation Open and first document content content of ECM source collaboration mgmt mgmt concepts enterprise Open source content Filenet, Documentum Netscape, DRM, web content mgmt ViewStar, Saros Vignette, DAM, mgmt Lotus PCDocs Interwoven Lifecycle CMS Mgmt OpenCMS, Standards Mambo, Drupal, Plone June 17, 2012 4
  • 5. What is Enterprise Content Management? Collaboration Records Management Web Information Content Obj / ect Electronic Management File / Publishing Data (XML) Metadata S earch Forms Document Management Management Source: AIIM Enterprise Content Management Association June 17, 2012 5
  • 6. Applications of Enterprise Content Mgmt  Web and Portal Content Management  Collaborative Development  On Demand Publishing  Compliance  Records Management  Document Management  Digital Asset Management  Image Management June 17, 2012 6
  • 7. What is Wrong with ECM? 1. ECM costs too much 2. ECM is too hard and too cumbersome 3. ECM doesn’t scale for enterprise requirements 4. ECM is isolated in departmental islands 5. ECM hasn’t changed much Source: Information Architecture Institute – Jan 2003 http://iainstitute.org/pg/the_problems_with_cms.php#000064 15-years hard knocks June 17, 2012 7
  • 8. Predictions for ECM 1. ECM will standardize, commoditize and the business model will change 2. ECM will become simpler, lighter-weight, and much easier 3. ECM will deploy new technologies to scale to dynamically serve the enterprise and beyond 4. ECM will decentralize, federate and integrate with the rest of the enterprise 5. Open source will become a powerful force for change in ECM June 17, 2012 8
  • 9. Commoditization of ECM Knowledge Web Services Web Portals CRM Applications App Server Portal Server Business Process Engine Virtual File Content System FTP Repository High Availability CIFS WebDAV Full-text Indexes Hot Standby Metadata & Categories DBMS Storage June 17, 2012 9
  • 10. Standardization of Content Mgmt Functionality  Library Services  Content Services  Data Modelling  Search  Business Process and Lifecycle Management  Security and Organizational Structure  Application Integration June 17, 2012 10
  • 11. Standardization Efforts in Content Mgmt  WebDAV – IETF Web-based Distributed Authoring and Versioning  JSR-170 – Java Content Repository (JCR) API  JSR-283 – Next generation of JCR  iECM – AIIM Interoperable Enterprise Content Mgmt  Where is the SQL of Enterprise Content Management? June 17, 2012 11
  • 12. Open Source as a Force in Content Mgmt  Open source is now acceptable in F1000 “After Linux and MySQL, enterprises are now looking  ECM is fast-growing for open source alternatives “must have” for the rest of their stack” $3.9 $3.4 Marten Mickos, MySQL  ECM vendors are $2.8 alienating customers & channels $2.1 $1.8 $1.6  Enterprise software and business model evolves slowly  Open source evolves 2003 2004 2005 2006 2007 2008 faster North American ECM Market Revenue Source: Forrester Research, June 2005 June 17, 2012 12
  • 13. Fostering ECM Innovation Closed Open Customer Customer Customer Media Sales Code Blogger Reception Developer Product Shipping Mgmt Customer Development Developer (Bugs) Mgmt Internet Support QA Support Engineer Accounts Marketer Marketing Tester Partner Partner Partner Partner June 17, 2012 13
  • 14. Open Source is Changing Enterprise Software  All categories of enterprise software affected – OS, DBMS, BI, Test & Build, System Admin, CRM, ERP, CMS  Users sell themselves through try and buy  Direct connection between customers and developers  Architecture is guided by the community  Community, developers collaborate on the elimination of bugs  Faster propagation, faster innovation June 17, 2012 14
  • 15. Simplifying Enterprise Content Management  Address the paradigms that users know best  Replace shared file drives with 1. File System Virtual File System Emulation  Email-like plug-in rules automate manual processing & enhance compliance 2. Rules  Google-like search, Yahoo-like Engine browsing  Templates to encourage reuse, simplifies use and provides web access 3. Out of the box  Simple data model supports portal end user administration integration June 17, 2012 15
  • 16. Scale Requirements for an Enterprise Platform  Scale in Information – Complex search, structure & classification of information  Scale in Activity – Complex information per activity with dynamic views with full object-level security  Scale in People – Up to 100,000s of readers and writers of gigabytes and terabytes  Scale in Geography – Sharing of information across continents in real- time June 17, 2012 16
  • 17. Strategies for Scaling Information and Activity  Modularity and AOP  Flexible Data Modelling  Object-Relational Mapping and Optimization  Service Oriented Architecture  Federation vs. Centralization  Caching and Clustering  Web Caching  High Availability June 17, 2012 17
  • 18. New ECM Architectures for Scalability and Adaptability  Enterprise-scale, Java App Servers and Portals high-integrity repository Spring Framework CIFS, FTP JSR-170 JSR-168  Best of Breed Open WebDAV & Web Svcs Portlets Source Components Content Mgmt Repository  Modular, light- weight architecture Object Persistence BPM Control Distributed Store  Distributed Aspect (Module) Interface architecture Templating Workflow Database Indexing High Availability Security  Storage Admin DRM  5X faster MySQL, PHP Lucene OpenDRM Oracle FreeMarker jBPM JMX June 17, 2012 18
  • 19. Scaling People and Geography Federation R&D Repo DBMS Index Mktg Sales Repo Repo DBMS Index DBMS Index Web Caching Clustering Virtual Virtual Virtual Repo Repo Repo Workspace Workspace Workspace ECM Cluster WCM Distributed Cache Repository Web DBMS DBMS DBMS Web Site Site Web Site Database Cluster June 17, 2012 19
  • 20. Gartner Hype Curve for Content Mgmt Source: Gartner June 2005 June 17, 2012 20
  • 21. Future of ECM  Enterprise Content Management should be bigger – $2.5B ECM vs. $10B RDBMS  Standardization will fuel growth – JSR-170, JSR-283, iECM -> SQL for Content  Commodization will drive global adoption – China, India, Russia, Latin America  Innovation will drive scalability and simplicity  Open Source will drive innovation – Next generation: Wikis, Blogs, XML Composition – New distributed models: RSS, Web Services, Message based June 17, 2012 21
  • 22. Summary  Time is ripe for open source in enterprise content management  Open source brings the community into the development, support and service process  Open source changes the sales and price dynamics of the industry  Open source brings back the innovation process into the industry June 17, 2012 22
  • 23. For More Information  See us at Booth #1162  Try Alfresco – http://www.alfresco.com  Case Studies – http://www.alfresco.com/customers  Downloads – http://www.alfresco.org/downloads john.newton@alfresco.com June 17, 2012 23

Editor's Notes

  1. Mid to Late-1980’s: image management and first collaboration Filenet, ViewStar, Lotus Early-1990’s: electronic document management Documentum (EMC), Saros (Filenet), PCDocs (Hummingbird) Mid-1990’s: initial web content management Netscape, Vignette, Interwoven Late-1990’s: advanced content management concepts Digital Rights Mgmt, Digital Asset Mgmt, Lifecycle Mgmt Early-2000’s: consolidation of “enterprise content mgmt” and open source web content mgmt OpenCMS, Mambo, Drupal, Plone Mid-2000’s: open source enterprise content mgmt
  2. Web and Portal Content Management Corporate web sites, Extranets Collaborative Development Sales, Product Development, Issue Resolution On Demand Publishing Marketing Materials, Journals, Annual Reports Compliance Standard Operating Procedures, Regulatory Submissions Records Management Email Archive, Invoices, Certificates, Public Documents Document Management Specifications, Proposals, Contracts, Manuals Digital Asset Management Photos, Videos, GIS, Engineering Image Management Accounts Receivable, Contracts, Citations
  3. A content repository is a server or a set of services used to store, search, access and control content. The content repository provides these services to specialist content applications such as document management, web content management systems, image storage and retrieval systems, records management or other applications that require the storage and retrieval of large amounts of content. The repository provides content services to these applications such content storage or import, content classification, security on content objects, control through content checkin and checkout, and content query services. Major vendors of content repositories include Documentum, IBM, Filenet, Interwoven, Vignette, OpenText and Microsoft through their Sharepoint system. Content repositories have been around for at least 15-years and generally built on relational databases. Metadata about the content, such as descriptive information, process information, security, classification and relationships about content, are stored in the database for quick and flexible retrieval and to simplify the many ways in which this information might be use. The actual content stored in these repositories can be as simple as HTML and pictures for a website, but more often in an enterprise can be office documents, scanned images, XML and streaming media. Storage may be in the database as binary large objects for large content such as complex office documents, images or rich media, or it may be stored in files to simplify the management of storage and streaming of content for rich media and content transformations. Databases provide the transaction control and recoverability required when adding, updating or deleting this information. What distinguishes content management from other typical database applications is the level of control exercised over individual content objects and the ability to search content. Access to these services requires wrapping the calls in security to prevent unauthorized access or changes to content or its metadata. The finer granularity of this security and its complex relationship to other objects such as people and folders requires a more sophisticated mechanism than provided by SQL security. The hierarchical nature of how content is used, found, controlled and accessed, such as working in folder structures and hierarchical classifications, requires a different type of API than is currently provided by even SQL-2003. The paradigm for search of content introduced by internet search engines such as Google has meant that the highly structured search requirements of the SQL Select statement are not adequate for end user requirements and thus most repositories introduce an external full-text search engine to supplement database queries of structured metadata. The result of the complex requirements of these services means that much of the business logic of the content repository can be as large or larger than the database itself. Almost all the content repository vendors provide proprietary service interfaces and APIs to encapsulate the breadth of functionality required. Despite having tried over the last 10 years to standardize these APIs, it is only over the last two years that any progress has been made. In 2005, the Java community adopted the JSR-170 standard interface although only a couple of the major vendors have adopted this interface and the AIIM IECM effort has only just begun, although it has widespread participation of all the major vendors.
  4. Library Services Locking, Versioning, Metadata, Classification Content Services Transformation, Streaming, Translation, Publishing Data Modelling Data Management by Non-experts Search Business Process and Lifecycle Management Security and Organizational Structure Application Integration Authoring, Publishing, Capture, BPM, CRM, ERP
  5. 17/06/12 WebDAV – Web-based Distributed Authoring and Versioning W3C standards for locking, browsing and authoring Extensions for version control, security and searching Most vendors support basic capabilities JSR-170 Java Content Repository (JCR) API Java API for accessing any repository An object-database model independent of data model Most implementations are open source, few commercial JSR-283 – Next generation of JCR A lot of vendor participation Covers a lot of weaknesses of JSR-170 iECM – Interoperable Enterprise Content Mgmt Active participation of Documentum, IBM, Filenet, Microsoft Currently moving from use cases to specification Where is the SQL of Enterprise Content Management?
  6. Open source is now acceptable in F1000 73% of F1000 are using or will use open source Cost of distribution and support are dropping dramatically ECM is recognized as “must have”, but expensive Regulation and information explosion Fastest growing category of enterprise software ECM vendors are alienating customers & channels Enterprise software model is broken Pressure on customers to upgrade Vendors are taking margin away from partners by selling their own services New technologies available via open source Open source provides better infrastructure for free A unique window of opportunity Next in the stack after OS (Linux), DBMS (MySQL) and App Server (JBoss)
  7. All categories of enterprise software affected OS, DBMS, BI, Test & Build, System Admin, CRM, ERP, CMS Users sell themselves through try and buy Faster, less risky adoption Lowering costs by reducing unnecessary sales, marketing Direct connection between customers and developers Product management is done by users Architecture is guided by the community Release often, constant peer review Community, developers collaborate on the elimination of bugs No more “send me a dump of your data” Faster propagation, faster innovation
  8. Ease of Use Use Editor, Application, Portal of Choice Use Search of Choice: Google CIFS, FTP, WebDAV Secure Developer Productivity One Model for all Clients ECM: Document Lifecycle, Version, Audit, Compliance User Independent of Client No Way to Bypass
  9. Scale in Information Complex search, structure & classification of information Change control and dependency can tax RDBMS Scale in Activity Complex information per activity with dynamic views Updates with full object-level security Scale in People Writing in gigabytes and terabytes Up to 100,000s of readers Scale in Geography Sharing of information across continents Collaboration must be real-time
  10. Customization Model JSR-168 Portal JSR-170 API Web Services API BPEL Java Server Faces XML Complement the Client/Application
  11. 17/06/12 Local management – within global framework Departmental server controlled by users Scale to department requirements Avoids mess of consolidating entire enterprise Global discovery – with federated search Lucene developed by architect of Excite Aggregate search results from multiple departments Transaction control with MySQL and Hibernate Hierarchical classification search Google and Xpath syntaxes Alfresco Enterprise Advantage Global standardization Local control, with global access Consistent search paradigm Multiple language support Transactions are handled by aspects Uses JTA for transaction coordination Uses Hibernate binding Interfaces to Lucene and File Store Works with / without application server All services participate in transactions Nodes, Content, Search, Dictionary, Versions... Repository is completely transaction safe Can roll-back any operation Clustering achieved through XAct Cache Distributed EHCache provides replication of cache Coordinated distributed control