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Documents in Quickr and Filenet?: a
     complementary solution



Enzo Stanzione
Xerum Srl
Document Management
Portal Solution Designer
Lotus Domino Administrator



                             Enzo Stanzione – Xerum Srl
Documents in Quickr and Filenet?: a
                complementary solution
Problema o necessità :
●   Difficulties in sharing information between the
    various teams within the company
●   The E-mail are no longer useful and appropriate to
    provide information to make decisions
●   We need to find information quickly in order to
    coordinate the team efficiently.
●   The information must be shared online.
                                      Enzo Stanzione – Xerum Srl
                                                                   2
Documents in Quickr and Filenet?: a
    complementary solution




                          Enzo Stanzione – Xerum Srl
                                                       3
Documents in Quickr and Filenet?: a
                      complementary solution

                                  Content Services make
 Places for collaboration         content accessible            ECM Integration
 and sharing amongst teams,       for use by connectors
  projects, … easily created      & customer/partner apps       with FileNet, IBM CM
 by end users                                                   (through IBM) Documentum,
                                                                OpenText, Alfresco
                                                                (through partner)
Place TemplatesQuick start with
out of box templates, create
custom templates as needed

    Components – Docs, Wikis,
    Forums, Feeds, Calendar,                                    Entitlement to Files and
    Lists, Team Blog, add          Content Services make        Wiki services from
    custom components as           content accessible           Connections – social file sharing
    needed                         for use by connectors &      and stand alone wikis
                                   customer/partner apps

                                                             Enzo Stanzione – Xerum Srl
                                                                                                    4
Documents in Quickr and Filenet?: a
                  complementary solution
Lotus Quickr :
●   With Lotus Quickr places are created to share
●   The sites are accessible to all participants
●   The information is structured and organized as a file system
●   The information is protected according to classes of users
●   Information is available exclusively via Web or even offline,
    if it's necessary.



                                             Enzo Stanzione – Xerum Srl
                                                                          5
Documents in Quickr and Filenet?: a
                 complementary solution
Tools available:
●   Models ready to use library.
●   Document Library with access control.
●   Discussion Forum
●   Group calendar
●   Simplified Task management.
●   Trash
●   Integration with ECM (Filenet & Content Manager)

                                            Enzo Stanzione – Xerum Srl
                                                                         6
Documents in Quickr and Filenet?: a
     complementary solution



 With the connector Quickr
   places you can access
   directly from desktop
applications most frequently
            used

                           Enzo Stanzione – Xerum Srl
                                                        7
Documents in Quickr and Filenet?: a
           complementary solution

The context of job: Your std application
●




                                 Enzo Stanzione – Xerum Srl
                                                              8
Documents in Quickr and Filenet?: a
                  complementary solution
Example of a collaborative environment:
●   Marketing, Engineering, Manufacturing, Legal,
    Accounting, Sales activities are devoted to a project
●   The need is to share information by simple and
    complex information.
●   Break the work into two phases :
    ●   Collaborative project preparation phase
    ●   Project execution phase
                                        Enzo Stanzione – Xerum Srl
                                                                     9
Documents in Quickr and Filenet?: a
                  complementary solution
Example of a collaborative environment:
●   In the collaborative phase we need to share everything as e-
    mails, documents, drawings, contracts, etc. .. (Lotus Quickr)
●   In the execution stage enter the field decision-making processes
    related to business processes and sensitive data (ECM Filenet)
●   The two modes of work are closely related.




                                                 Enzo Stanzione – Xerum Srl
                                                                              10
Documents in Quickr and Filenet?: a
           complementary solution

OneUi Interface




                                 Enzo Stanzione – Xerum Srl
                                                              11
Documents in Quickr and Filenet?: a
           complementary solution

The Quickr base Library.




                                 Enzo Stanzione – Xerum Srl
                                                              12
Documents in Quickr and Filenet?: a
                  complementary solution
●
    IBM Content Services enable that AJAX UIs,
    Connectors, or other clients
    can be back-end agnostic
●Implemented   by IBM for Lotus Quickr,
FileNet, CM8
●Lotus Quickr Web UI and connectors
can access content from different repositories,
with a single, consistent user experience
●Lotus Quickr AJAX UIs as well as AJAX apps
implemented by customers/partners can use
 the REST interfaces

                                                  Enzo Stanzione – Xerum Srl
                                                                               13
Documents in Quickr and Filenet?: a
                   complementary solution


ECM ---> FileNet.
● Publish Lotus Quickr documents
●Create and manage links to documents stored in these ECM systems from Lotus
Quickr libraries and rich text areas of blogs, wikis, lists, forums, and comments
●Store and retrieve documents of the ECM systems directly from within desktop
applications, such as IBM Lotus Notes, IBM Lotus Sametime, Microsoft Windows®
Explorer, Microsoft Outlook, Microsoft Office applications, and IBM Lotus
Symphony by using Lotus Quickr connectors
●Use the Enterprise Library Viewer portlet to view and download the documents
stored in the ECM systems
●Search and retrieve documents available in the ECM systems from Lotus Quickr
Search Center                                        Enzo Stanzione – Xerum Srl
                                                                                    14
Documents in Quickr and Filenet?: a
                  complementary solution
ECM integration enables end-to-end content lifecycle management
   Publish content from Quickr to ECM
   Leverage ECM’s BPM capabilities
   Search ECM content from Quickr
   Incorporate feeds of ECM content into Quickr teamrooms

    Leverage ECM to render content services in teamrooms




                                                       Enzo Stanzione – Xerum Srl
                                                                                    15
Documents in Quickr and Filenet?: a
                        complementary solution
                  Enterprise Content Management Integration
●   Business Process
    Integration
     ●   Allows Quickr users to
         exploit ECM repository
         business processes
     ●   Documents moved into
         ECM repository trigger
         ECM policies and
         processes (metadata
         enforcement, etc)
     ●   Corporate guidelines,
         approval processes,
         archival policies, and
         compliance are
         enabled with
         Quickr/ECM integration




                                              Enzo Stanzione – Xerum Srl
                                                                           16
Documents in Quickr and Filenet?: a
                      complementary solution
    ECM Integration: End-to-end content lifecycle
●    Publish Quickr Documents into ECM Repositories
      ●    Allow users to publish content from Quickr into their
           ECM systems
●    Users can
       ●   Move (delete original document from Quickr)
       ●   Move (and leave a link in Quickr)
       ●   Copy (and leave original untouched)
●    If required, Publish options can be pre-configured
       ●   Administrators determine the correct options
       ●   Dialog does not appear for user




                                                               Enzo Stanzione – Xerum Srl
                                                                                            17
Documents in Quickr and Filenet?: a
                        complementary solution
                    ECM Integration: End-to-end content
●
                    lifecycle
        Interact with ECM content using
        the Quickr connectors
    ●   Perform basic content
        operations against Quickr and
        ECM using Quickr connectors
    ●   ECM repositories appear in list
        along side Quickr places
    ●   Prompts for required meta data
        from ECM repository
    ●   Supports multi-file drag-and-
        drop into ECM
        ● Prompts for required meta
          data for each file

                                                 Enzo Stanzione – Xerum Srl
                                                                              18
Documents in Quickr and Filenet?: a
                             complementary solution
                        ECM Integration: Search in
●   Users can initiate a search from context
    the Quickr connectors
●   Takes users to the Search
    Center in the browser
●   Search Center opens to the
    proper search context
●   ECM conducts search and
    returns results to Quickr for
    browser display




                                             Enzo Stanzione – Xerum Srl
                                                                          19
Documents in Quickr and Filenet?: a
              complementary solution


              Additional informations

http://www-
01.ibm.com/software/lotus/products/quickr/
http://www.ibm.com
Http://www.xerum.it


                                    Enzo Stanzione – Xerum Srl
                                                                 20

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IBM Lotus Quickr 8.5 and IBM Filenet integration

  • 1. Documents in Quickr and Filenet?: a complementary solution Enzo Stanzione Xerum Srl Document Management Portal Solution Designer Lotus Domino Administrator Enzo Stanzione – Xerum Srl
  • 2. Documents in Quickr and Filenet?: a complementary solution Problema o necessità : ● Difficulties in sharing information between the various teams within the company ● The E-mail are no longer useful and appropriate to provide information to make decisions ● We need to find information quickly in order to coordinate the team efficiently. ● The information must be shared online. Enzo Stanzione – Xerum Srl 2
  • 3. Documents in Quickr and Filenet?: a complementary solution Enzo Stanzione – Xerum Srl 3
  • 4. Documents in Quickr and Filenet?: a complementary solution Content Services make Places for collaboration content accessible ECM Integration and sharing amongst teams, for use by connectors projects, … easily created & customer/partner apps with FileNet, IBM CM by end users (through IBM) Documentum, OpenText, Alfresco (through partner) Place TemplatesQuick start with out of box templates, create custom templates as needed Components – Docs, Wikis, Forums, Feeds, Calendar, Entitlement to Files and Lists, Team Blog, add Content Services make Wiki services from custom components as content accessible Connections – social file sharing needed for use by connectors & and stand alone wikis customer/partner apps Enzo Stanzione – Xerum Srl 4
  • 5. Documents in Quickr and Filenet?: a complementary solution Lotus Quickr : ● With Lotus Quickr places are created to share ● The sites are accessible to all participants ● The information is structured and organized as a file system ● The information is protected according to classes of users ● Information is available exclusively via Web or even offline, if it's necessary. Enzo Stanzione – Xerum Srl 5
  • 6. Documents in Quickr and Filenet?: a complementary solution Tools available: ● Models ready to use library. ● Document Library with access control. ● Discussion Forum ● Group calendar ● Simplified Task management. ● Trash ● Integration with ECM (Filenet & Content Manager) Enzo Stanzione – Xerum Srl 6
  • 7. Documents in Quickr and Filenet?: a complementary solution With the connector Quickr places you can access directly from desktop applications most frequently used Enzo Stanzione – Xerum Srl 7
  • 8. Documents in Quickr and Filenet?: a complementary solution The context of job: Your std application ● Enzo Stanzione – Xerum Srl 8
  • 9. Documents in Quickr and Filenet?: a complementary solution Example of a collaborative environment: ● Marketing, Engineering, Manufacturing, Legal, Accounting, Sales activities are devoted to a project ● The need is to share information by simple and complex information. ● Break the work into two phases : ● Collaborative project preparation phase ● Project execution phase Enzo Stanzione – Xerum Srl 9
  • 10. Documents in Quickr and Filenet?: a complementary solution Example of a collaborative environment: ● In the collaborative phase we need to share everything as e- mails, documents, drawings, contracts, etc. .. (Lotus Quickr) ● In the execution stage enter the field decision-making processes related to business processes and sensitive data (ECM Filenet) ● The two modes of work are closely related. Enzo Stanzione – Xerum Srl 10
  • 11. Documents in Quickr and Filenet?: a complementary solution OneUi Interface Enzo Stanzione – Xerum Srl 11
  • 12. Documents in Quickr and Filenet?: a complementary solution The Quickr base Library. Enzo Stanzione – Xerum Srl 12
  • 13. Documents in Quickr and Filenet?: a complementary solution ● IBM Content Services enable that AJAX UIs, Connectors, or other clients can be back-end agnostic ●Implemented by IBM for Lotus Quickr, FileNet, CM8 ●Lotus Quickr Web UI and connectors can access content from different repositories, with a single, consistent user experience ●Lotus Quickr AJAX UIs as well as AJAX apps implemented by customers/partners can use the REST interfaces Enzo Stanzione – Xerum Srl 13
  • 14. Documents in Quickr and Filenet?: a complementary solution ECM ---> FileNet. ● Publish Lotus Quickr documents ●Create and manage links to documents stored in these ECM systems from Lotus Quickr libraries and rich text areas of blogs, wikis, lists, forums, and comments ●Store and retrieve documents of the ECM systems directly from within desktop applications, such as IBM Lotus Notes, IBM Lotus Sametime, Microsoft Windows® Explorer, Microsoft Outlook, Microsoft Office applications, and IBM Lotus Symphony by using Lotus Quickr connectors ●Use the Enterprise Library Viewer portlet to view and download the documents stored in the ECM systems ●Search and retrieve documents available in the ECM systems from Lotus Quickr Search Center Enzo Stanzione – Xerum Srl 14
  • 15. Documents in Quickr and Filenet?: a complementary solution ECM integration enables end-to-end content lifecycle management  Publish content from Quickr to ECM  Leverage ECM’s BPM capabilities  Search ECM content from Quickr  Incorporate feeds of ECM content into Quickr teamrooms  Leverage ECM to render content services in teamrooms Enzo Stanzione – Xerum Srl 15
  • 16. Documents in Quickr and Filenet?: a complementary solution Enterprise Content Management Integration ● Business Process Integration ● Allows Quickr users to exploit ECM repository business processes ● Documents moved into ECM repository trigger ECM policies and processes (metadata enforcement, etc) ● Corporate guidelines, approval processes, archival policies, and compliance are enabled with Quickr/ECM integration Enzo Stanzione – Xerum Srl 16
  • 17. Documents in Quickr and Filenet?: a complementary solution ECM Integration: End-to-end content lifecycle ● Publish Quickr Documents into ECM Repositories ● Allow users to publish content from Quickr into their ECM systems ● Users can ● Move (delete original document from Quickr) ● Move (and leave a link in Quickr) ● Copy (and leave original untouched) ● If required, Publish options can be pre-configured ● Administrators determine the correct options ● Dialog does not appear for user Enzo Stanzione – Xerum Srl 17
  • 18. Documents in Quickr and Filenet?: a complementary solution ECM Integration: End-to-end content ● lifecycle Interact with ECM content using the Quickr connectors ● Perform basic content operations against Quickr and ECM using Quickr connectors ● ECM repositories appear in list along side Quickr places ● Prompts for required meta data from ECM repository ● Supports multi-file drag-and- drop into ECM ● Prompts for required meta data for each file Enzo Stanzione – Xerum Srl 18
  • 19. Documents in Quickr and Filenet?: a complementary solution ECM Integration: Search in ● Users can initiate a search from context the Quickr connectors ● Takes users to the Search Center in the browser ● Search Center opens to the proper search context ● ECM conducts search and returns results to Quickr for browser display Enzo Stanzione – Xerum Srl 19
  • 20. Documents in Quickr and Filenet?: a complementary solution Additional informations http://www- 01.ibm.com/software/lotus/products/quickr/ http://www.ibm.com Http://www.xerum.it Enzo Stanzione – Xerum Srl 20