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Module 1 Enterprise Content Management
Module Objectives ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Enterprise Content Management (ECM) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Structured Unstructured Email & Attachments PDFs Checks X-rays Paper Documents Rich Media Web Pages Audio & Video Records Invoices Manuals Claims Contracts Instant Messages Forms Images XML Rows and  Columns
The ECM Solution ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The Big Picture Documentum ECM Platform Create / Capture Manage Deliver / Archive ,[object Object],[object Object],[object Object],[object Object],[object Object],Office Applications  (MS  Word) XML Applications CAD Applications Scanned Images Computer-Generated Documents (Reports) Enterprise Applications (ERP, CRM, etc.) Fax CD-Rom Publications Email Wireless Websites Archival / Storage
Benefits of ECM: Storage & Retrieval ,[object Object],File System ,[object Object],[object Object],[object Object],[object Object],[object Object],Documentum ECM Platform ,[object Object],[object Object],[object Object],[object Object],[object Object]
Benefits of ECM: Content Distribution ,[object Object],E-mail ,[object Object],[object Object],[object Object],[object Object],[object Object],File System Documentum ECM Platform ,[object Object],[object Object],[object Object],[object Object]
Example Scenario: Driver's License Application (E-Form) Digital Picture Digital Thumbprint Proof of Insurance (scan) Issued License Renewal Notice Timer (Agent) Completeness Check Workflow Background  Check (search) 5 Years Later…
Documentum ECM Content Context Decisions,  Outcomes Processes Projects Templates Production SOPs R&D Compliance Technical Publishing Brand Management System Documentum ECM Platform Process Portal Online Catalog Customer Newsletter Financial Disclosure
The Documentum Repository ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Repository File Storage System Database TERMINOLOGY NOTE : The terms  repository  and  Docbase  are often used interchangeably
The Content Server ,[object Object],[object Object],[object Object],Repository File Storage System Database Content Server
Repository Objects ,[object Object],[object Object],[object Object],[object Object],Repository File Storage System Database Content File Properties owner name creation date object name
What are Properties? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],owner name:  John creation date:  05-21-2005 object name:  Assembly Process format:  msw8 subject:  Manufacturing keywords:  mfg ,  tool ,  assembly Content File Properties TERMINOLOGY NOTE : The terms  metadata ,  properties , and  attributes  are used interchangeably throughout this course
What is Content? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
File Formats ,[object Object],[object Object],[object Object],MPEG JPG DOC OCR DWG PPT WAV
Versions ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],1.1 2.0 1.0 CURRENT
Renditions ,[object Object],[object Object],[object Object],[object Object],PDF HTML Foreign Translation Renditions Native Format DOC
Security ,[object Object],[object Object],[object Object],VERSION WRITE DELETE READ RELATE WRITE
Client Applications ,[object Object],[object Object],[object Object],[object Object],Repository Documentum Webtop Documentum Desktop MS Word Integration Content Services for SAP ,[object Object],[object Object],[object Object],[object Object],[object Object]
Documentum ECM Clients ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Classic vs. Streamline View ,[object Object],[object Object],[object Object],[object Object]
Cabinets and Folders ,[object Object],[object Object],[object Object],[object Object],Sales Gina Meetings Proposals Project Meetings Company Meetings Shared cabinet for Sales documents Home cabinet for user Gina
New Content ,[object Object],[object Object],[object Object],[object Object],Repository Documentum Webtop Application Integration Existing Content MS Word ,[object Object],[object Object],[object Object],[object Object],[object Object]
Importing Existing Content: Webtop ,[object Object],[object Object],[object Object],[object Object],[object Object]
Importing Existing Content: Webtop  (continued) ,[object Object],[object Object],[object Object]
Importing with Drag and Drop ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Importing Existing Content: Desktop ,[object Object],[object Object],[object Object],[object Object],[object Object]
Creating New Content: Webtop ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Creating New Content: Webtop  (continued) ,[object Object],[object Object],[object Object],[object Object],[object Object]
New Content in the Repository ,[object Object]
Selecting Documents ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Viewing Properties ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Document Properties ,[object Object],[object Object],[object Object]
Changing Content Location ,[object Object],[object Object],[object Object],[object Object],[object Object]
Moving Content: Using Menu Options ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Moving Content: Drag and Drop ,[object Object],[object Object]
Linking Content ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],vers 2.1 vers 2.1 vers 2.1
Copying Content ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],vers 2.1 vers 1.0
Right-Click Drag and Drop ,[object Object],[object Object],[object Object]
Test Your Knowledge ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Classroom Exercise: Lab 1 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],studentx Projectx Working Docs Projectx Logo 1.0 Projectx Plan 1.0 Projectx Schedule 1.0

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Enterprise Content Management

  • 1. Module 1 Enterprise Content Management
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  • 8. Example Scenario: Driver's License Application (E-Form) Digital Picture Digital Thumbprint Proof of Insurance (scan) Issued License Renewal Notice Timer (Agent) Completeness Check Workflow Background Check (search) 5 Years Later…
  • 9. Documentum ECM Content Context Decisions, Outcomes Processes Projects Templates Production SOPs R&D Compliance Technical Publishing Brand Management System Documentum ECM Platform Process Portal Online Catalog Customer Newsletter Financial Disclosure
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