Presentation from Florent Guillaume on the path to success when migrating to Nuxeo technology (shown at Nuxeo World, November 17-18, 2010).

1. Florent Guillaume — 18 nov 2010
Migrating to Nuxeo
Planning, practice, customization
and architectural changes

2. Agenda
• Planning structural changes
• Exporting data from the legacy system
• Importing data into Nuxeo
• Connecting Nuxeo to existing data sources
• Integrating with third-party applications
• Customizing logic and UI
• Sample use case
2

3. Planning Structural
Changes
3

4. Filing Hierarchy
Folder
(root)
• Folders and files Folder
foo
Folder
bar
Folder
gee
• Visible tree or access
through search
Doc Folder Folder
001 blah stuff
• Simple hierarchy or proxy- Doc Doc Doc
based multi-filing 123 456 789
4

5. Document Types
• Identify common metadata
• Additional attachements
• Minimize the number of types
• “Nature” field can distinguish similar types
5

6. Security Policies
• Users, groups
• Inheritance / blocking based on hierarchy
• Metadata-based security policies
• Make sure that searches are efficient
• Be able to implement the read policy in NXQL
• If necessary precompute some fields
6

7. Life Cycles
Draft
• Model workflow states Approved
• Identify allowed transitions
between states
Archived
7

8. Relationships
• Depends On / Is Part Of / Supersedes / ...
• Can hold metadata as well
• Dates
• Users
• Comments
• ...
8

9. Nuxeo Studio
• Document Types
• Life Cycles
• Permission Definition
• Vocabularies
9

10. Exporting Data from the
Legacy System
10

11. Exporting Data from the
Legacy System
• Depends on the legacy system
• Any format is acceptable
• But needs a deterministic way to re-read the data
• Files
• Metadata
• XML, CSV, .properties
11

12. Keep Third-Party
Data Sources
• Nuxeo will connect to them
12

13. Importing Data into Nuxeo
13

14. Importing
14

15. Manual Import
• Drag & Drop
• Several plugins available
• For small sets of files
• Slow
• Single-threaded
• Big overhead
• No nice transactional behavior
15

16. HTTP-Based Import
• Filesystem-like import
• Windows SharePoint Services (WSS)
• WebDAV
• With rich metadata
• CMIS
• Java, Python, PHP, ...
• Ad-hoc REST APIs
16

17. Importer module
• nuxeo-­‐platform-­‐importer
• bulk
• transactions
• multi-threaded
• pluggable
• filesystem reader (files, CSV, XML, .properties)
• document model factory
• Java or JAX-RS
17

18. SQL-Level Import
• Documents: Nuxeo VCS tables
• Hierarchy
• One table per schema
• Multi-valued and complex properties
• Files
• ACLs
• Audit tables
• Directory tables 18

19. Connecting Nuxeo to
Existing Data Sources
19

20. Nuxeo Authentication
• Based on JAAS
• Authentication filter for web access
• Login Module
• Pluggable to get user’s identity
• Basic Authentication, HTTP Form
• SSO (Trust portal, NTLM, CAS, Shibboleth, ClearTrust)
• Pluggable to validate user credentials
• Validate against directory or trust SSO
20

21. Nuxeo Users and Groups
• Nuxeo Directory abstraction
• LDAP / Microsoft Active Directory
• SQL tables
• Multi-Directories
• Custom Directory connector
21

22. Reference Data
• Nuxeo Directories, Vocabularies
• Direct use of an existing SQL table
• New SQL view if some adaptations are needed
• Nightly export to a Nuxeo-specific table
• Directory connector to acces data served by a Web
Service (get + search)
• Direct JDBC / JPA access
22

23. Back-Office Applications
• Always project-specific
• Write connectors
• SOAP, REST, HTTP, TCP, Filesystem, ...
• Use Directory API when it makes sense
23

24. Integrating with
Third-Party Applications
24

25. Push to Other Systems
• Send data to other systems
• Event Listeners
• Synchronous, asynchronous or post-commit
• May be scheduled
25

26. Pull by Other Systems
• REST
• Nuxeo Operations
• CMIS
• JAX-RS (WebEngine)
• SOAP
• CMIS
• EJB + Annotations
26

27. Bridge to Other Systems
• JMS event bridge
• ESB
27

28. Example Third-Party
Applications
• External indexers
• Exalead, Sinequa, Antidot, Arisem
• Portal
• Nuxeo as a storage engine
• CRM
• ERP
• SAP, Siebel
28

29. Customizing Logic and UI
29

30. Nuxeo Themes
• Styles and CSS
• Page layout
• Perspectives
• Negotiation
• WYSIWYG editor
• Available for:
• WebApp (JSF)
30
• WebEngine (FreeMarker)

31. Actions
• Content Automation
• Tabs, sub-tabs
• Buttons
• Links
• Have them depend on:
• types, facets, rights, sections
• arbitrary conditions
31

32. Flexible UI Building Blocks
• Nuxeo Themes
• Layouts
• Forms, Widgets
• Content Views
• Page Providers
• Smart Search
32

33. Nuxeo Studio
• Application Branding
• Views / Forms
• Content Automation Chains
• UI Button / Event Reactor
• Search Form
• Content Templates
• Virtual Navigation
33

34. Sample Use Case
(based on a true story)
34

35. Legacy Architecture
35

36. Legacy Architecture
• Problems and limitations
• Custom WebApp is hard to maintain
• “fork” from the original web top
• direct access to external data providers
• Publishing is slow
• XML export
• Data is duplicated
• Performances are very bad
• all security checks and profiling are done by the portal
• can not support more than 50,000 documents 36

37. Nuxeo Architecture
37

38. Nuxeo Architecture
• Far less specific code
• easier maintenance
• end to end POC worked in a few days (legacy
implementation took months to work)
• No data duplication
• Uniform security model
• No performance issue
• validated for 3,000,000 documents on single server 38