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Losing the
document battle?
Alfresco and Drupal to manage content
creation, collaboration and publishing



                     2/20/2013
                     Joe Tong, Partner Marketing
                     Ian Norton, Sr Web Architect
About Ian Norton
Senior Web Architect @ Alfresco
•8 years web content management experience.

•Maintainer of the Drupal CMIS API project.

•Author Drupal CMIS project.

•Alfresco.com, Partners, Alfresco DevCon
About Joe Tong
Channel Marketing Manager @ Alfresco
•8 years software marketing experience.

•Works with SI and Technology partners.

•Red Hat, JBoss, IBM experience
Overview
• Losing the document battle?
• Alfresco overview
• Use Alfresco to manage document creation,
  collaboration and publishing.

• Use Drupal to manage displaying content online

• Content on website automatically updated.
Managing web content
But also…
The open platform for
business-critical content
management and
collaboration.
do and share
  great work.
Alfresco streamlines


business-critical
document processes

loan origination
insurance claims
customer invoices
legal contracts
government records
employee forms
financial reporting
rich media publishing
Alfresco enables

secure
content
collaboration
“Alfresco provides us with a
“…publish new content quickly,        platform for retaining and
push ownership and responsibility     managing our most critical
out to each publishing unit, and      documents—student records.”
provide total site control with
minimal IT involvement.”




                                      “…staff can finally work together no
“Users can easily search and find     matter where they are and no
the documents they need and we        matter what device they use. We
can set controls to ensure that the   can now easily share ideas and
appropriate content is visible to     collaborate. It was like going from
individual users.”                    riding a bicycle to driving a Ferrari.”
The Alfresco difference is




open                                  with no lock-in!




                             Performance
                               Flexibility
                              Integration
                                 Value
Why Drupal?
•   Gained momentum in 2005.

•   20,000+ modules (at February 2013).

•   Used largely on a LAMP stack, also works with IIS,
    PostgreSQL, SQLite.

•   Customers include eBay, The Economist & Cern,

•   Alfresco Partners, Forums, Team & DevCon.
Why Alfresco?
• Founded in 2005.
• Java based.
• Customers include NASA, Fox, Saks Fifth
  Avenue, KLM.
• Document management and business
  processes.
The Challenge
• Accurate, up to date information on our
  websites.
• Easy presentation management, ability to
  create web copy for non technical users.
• Simple to workflow, collaborate and update
  documents.
Architecture (Alfresco.com)
          Alfresco employees




                        Publish         Alfresco
   Alfresco
                                          Web
   Intranet
                                        Instance




                                        CMIS
                               Drupal
Architecture (DevCon ’12)
          DevCon Speakers




                  Hybrid Sync        Alfresco
   Alfresco
                                       Web
    Cloud
                                     Instance




                                     CMIS
                            Drupal
Cloud Collaboration
• Devcon speakers were external to the
  organization.
• Using Alfresco Cloud they were able to share
  presentations via Drupal Devcon website.
• No accounts needed in Drupal, all handled with
  one folder in Alfresco.
• Updates to presentations automatically
  synchronized to DevCon website.


                                          18
What is CMIS?
• Content Management Interoperability Services
• Common standard for content management
  services
• Backed by Alfresco, IBM, Microsoft, Adobe,
  OpenText + more.
How we used CMIS
• Create and collaborate on documents in
  Alfresco.
• Drupal system user setup with basic view only
  rights.
• Create a folder in Alfresco, map folder contents
  to a Drupal block or node as a field.
• Demo
Demo
• Demo shows how to add cmis content into
  Drupal content types.
• Adding content in Alfresco,
• Work-flowing content to approved stage,
  content is then accessible via Drupal front end.
Demo part 2
• What happens when a document is removed
• What happens when a document is edited,
  Google Docs amend an error on a document.
• Available in Alfresco Community, Enterprise
  and Alfresco In the Cloud.
Tools Used
• Acquia Drupal 7
• Alfresco 4
• Drupal CMIS API module (7.x-1.1)
  drupal.org/project/cmis
• Drupal CMIS Views module (7.x-1.0)
  drupal.org/project/cmis_views
Setup
$conf['cmis_repositories'] = array(

     'default' => array (

          'user' => 'admin',

          'password' => 'admin',

          'url' => 'http://127.0.0.1:8080/alfresco/service/cmis',

      )

);
Summary
• Documents up to date and accurate across our
  web properties.
• Web site content and look and feel easily edited
  with Drupal.
• Document collaboration and lifecycle handled
  via Alfresco.
Thank you
Any questions?
ian.norton@alfresco.com
@iannort

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Losing the Document Battle? Alfresco, Drupal Combine for Solution

  • 1. Losing the document battle? Alfresco and Drupal to manage content creation, collaboration and publishing 2/20/2013 Joe Tong, Partner Marketing Ian Norton, Sr Web Architect
  • 2. About Ian Norton Senior Web Architect @ Alfresco •8 years web content management experience. •Maintainer of the Drupal CMIS API project. •Author Drupal CMIS project. •Alfresco.com, Partners, Alfresco DevCon
  • 3. About Joe Tong Channel Marketing Manager @ Alfresco •8 years software marketing experience. •Works with SI and Technology partners. •Red Hat, JBoss, IBM experience
  • 4. Overview • Losing the document battle? • Alfresco overview • Use Alfresco to manage document creation, collaboration and publishing. • Use Drupal to manage displaying content online • Content on website automatically updated.
  • 7. The open platform for business-critical content management and collaboration.
  • 8. do and share great work.
  • 9. Alfresco streamlines business-critical document processes loan origination insurance claims customer invoices legal contracts government records employee forms financial reporting rich media publishing
  • 11. “Alfresco provides us with a “…publish new content quickly, platform for retaining and push ownership and responsibility managing our most critical out to each publishing unit, and documents—student records.” provide total site control with minimal IT involvement.” “…staff can finally work together no “Users can easily search and find matter where they are and no the documents they need and we matter what device they use. We can set controls to ensure that the can now easily share ideas and appropriate content is visible to collaborate. It was like going from individual users.” riding a bicycle to driving a Ferrari.”
  • 12. The Alfresco difference is open with no lock-in! Performance Flexibility Integration Value
  • 13. Why Drupal? • Gained momentum in 2005. • 20,000+ modules (at February 2013). • Used largely on a LAMP stack, also works with IIS, PostgreSQL, SQLite. • Customers include eBay, The Economist & Cern, • Alfresco Partners, Forums, Team & DevCon.
  • 14. Why Alfresco? • Founded in 2005. • Java based. • Customers include NASA, Fox, Saks Fifth Avenue, KLM. • Document management and business processes.
  • 15. The Challenge • Accurate, up to date information on our websites. • Easy presentation management, ability to create web copy for non technical users. • Simple to workflow, collaborate and update documents.
  • 16. Architecture (Alfresco.com) Alfresco employees Publish Alfresco Alfresco Web Intranet Instance CMIS Drupal
  • 17. Architecture (DevCon ’12) DevCon Speakers Hybrid Sync Alfresco Alfresco Web Cloud Instance CMIS Drupal
  • 18. Cloud Collaboration • Devcon speakers were external to the organization. • Using Alfresco Cloud they were able to share presentations via Drupal Devcon website. • No accounts needed in Drupal, all handled with one folder in Alfresco. • Updates to presentations automatically synchronized to DevCon website. 18
  • 19. What is CMIS? • Content Management Interoperability Services • Common standard for content management services • Backed by Alfresco, IBM, Microsoft, Adobe, OpenText + more.
  • 20. How we used CMIS • Create and collaborate on documents in Alfresco. • Drupal system user setup with basic view only rights. • Create a folder in Alfresco, map folder contents to a Drupal block or node as a field. • Demo
  • 21. Demo • Demo shows how to add cmis content into Drupal content types. • Adding content in Alfresco, • Work-flowing content to approved stage, content is then accessible via Drupal front end.
  • 22. Demo part 2 • What happens when a document is removed • What happens when a document is edited, Google Docs amend an error on a document. • Available in Alfresco Community, Enterprise and Alfresco In the Cloud.
  • 23. Tools Used • Acquia Drupal 7 • Alfresco 4 • Drupal CMIS API module (7.x-1.1) drupal.org/project/cmis • Drupal CMIS Views module (7.x-1.0) drupal.org/project/cmis_views
  • 24. Setup $conf['cmis_repositories'] = array( 'default' => array ( 'user' => 'admin', 'password' => 'admin', 'url' => 'http://127.0.0.1:8080/alfresco/service/cmis', ) );
  • 25. Summary • Documents up to date and accurate across our web properties. • Web site content and look and feel easily edited with Drupal. • Document collaboration and lifecycle handled via Alfresco.

Editor's Notes

  1. I want to start by talking about two concepts to be clear about the focus of today’s webinar. The general discussion is about managing web content. As there are varied tools and strategies, Alfresco and Drupal both have ways to manage your complex content. Managing web content used to be about managing the visuals renderings and underlying code to present a site. Things that are referenced on this slide like Image files, videos, HTML content, style sheets and more. All elemental in serving up a good website. For today’s discussion, let’s call this web content management. Managing the nuts and bolts of a web experience. There are many tools out there to perform such tasks. Drupal as an engine does many of those functions well. And Alfresco with some partner extensions can play in the web content or also known as the web experience management arena. So we can handle this but it’s not the focus of the webinar today.
  2. Today, we’re going to demo other kinds of content – not often discussed in the same way. Documents. Yes, boring documents. Not fun exiting video or cool images. But good old fashioned documents. Why? Because business runs on this sort of content. We call this business critical documents. Files that get shared and discussed and worked on by teams. Maybe a contract or an article or sales numbers. These are the sorts of things that most business people handle every day and need to manage in a more efficient way. Today, Ian will give an overview of how Alfresco connects to Drupal through a standard protocol called CMIS to create and manage your business documents. Drupal has many great features and modules for building sites. One of the areas that Alfresco helps is with the advanced document management capabilities plus the workflow capabiities so you can route and manage business processes easily.
  3. So who is alfresco? ALFRESCO in ONE SENTENCE: An open platform … stands in sharp contrast to the mostly proprietary, closed platforms that dominate the enterprise today. In this presentation, we’ll talk about how Alfresco’s open approach drives more value for customers. With this open platform, Alfresco is focused on 2-related things: 1) Business-critical content management … Alfresco is about solving real business problems, where there is a real ROI on the solution… we are content and process experts. 2) Collaboration… in today’s world, the collaboration around content is often as important as the content, and is part of a business process.
  4. The last slide is about what we do but this is our mission, we help companies do and share great work. The best way to discus this is to consider our key customers. On this slide, I show a screen shot of the MLK Digital Archives. We worked with several groups led by the JPMorgan Chase group to help present Dr King’s content to the world. This isn’t business critical. It’s actually more important – it is historic content that can change the world. The digital archive project has the task of digitizing over 8M pieces of Dr King’s content and presenting it to the world. There are speeches, pictures, handwritten notes, legislation and telegrams. The content is stored and indexed in Alfresco and presented in a beautiful Drupal front end.
  5. We are focused in 2 key areas: what we call “business-critical” document processes, and collaboration. There are a lot of solutions out there that can store files or assist with collaboration. From SharePoint inside the enterprise to cloud-only players, storing files and simple document management is everywhere. However, when your business relies on important documents – like customer agreements, investor documents, legal contracts, invoices, employee or citizen records – we call those documents “business-critical”. Alfresco’s combination of rock-solid document management, workflow and scalability has been proven time and again to help streamline and automate these business-critical document processes, often saving companies millions of dollars and hours of productivity.
  6. The second value is collaboration. Collaboration is the conversation around the business content. It is the ability to have teams co-create documents. It allows external teams to make updates. Collaboration with Alfresco realizes that this needs to happen anywhere on any device so we can scale out securely to cloud environments and present content on mobile devices. Alfresco is the only company that can truly deliver a secure, B2B collaboration experience where your enterprise content is safe, and under your control at all times. Cloud-only collaboration vendors offer limited control for IT, while legacy on-premise vendors have very little ability to control corporate content outside the firewall. Alfresco delivers a full mobile, cloud & on-premise that is integrated, secure and controlled by IT.”
  7. And here are a few examples of the thousands of customers that realize these benefits. Two I want to call out today include Carson Rezidor resorts which use Alfresco for a document intranet for tens of thousands of employees. Content is controlled by IT and presented to users by roles within the company. Also Harvard Business publishing that uses Alfresco as a WCM engine. They publish their research from Alfresco and leverage our flexiblity and integration as they offer their content through their sites. Thes are a few but there are many more that can tell the same story.
  8. Key to many and a main differentiator is how Alfresco is an open platform for content. That openness helps as you look to integrate your content into other systems like your drupal sites. We drive four main benefits from being an open solution: Performance with the ability to manage hundreds of millions of documents and hundreds of thousands of users Flexiblity with several deployment options from on premise to cloud to hybrid. Whereever your content needs to reside, we can manage Integration and the key message of today’s webinar. We integrate with Drupal, other social and web applications plus enterprise business applications. Value – being an open source product, we deliver more performance at a fraction of the price.