The document discusses document management systems and their advantages over traditional file explorers. It describes the key components and features that a document management system provides, such as multiple hierarchies, metadata support, version control, permissions, and integration with other systems. It explains that content management systems aim to manage a broader range of digital assets beyond just documents. The document then provides an overview of the Content Management Interoperability Services (CMIS) standard and how it allows for interoperability between different document management systems.

1. Document management systems
“Nuxeo in a Nutshell”
Art Nicewick
March 2012

2. Basic Document management

3. What is the problem with Explorer
 Provides a single hierarchy
 Limited Metadata support
 Limited search capabilities
 No approvals processing
 No way to rollback to old versions
 No check-in Check out
 Limited abilities to control who has what type of
access
 Limited integration with alternate communication
processes (Email, WebSites, Wiki, Blogs, ..)
 No integration with authoritative data sources
 Limited Templateing features

4. What a Document management system
 Allows Multiple hierarchy
 Advanced Metadata support
 Advanced search capabilities
 Approvals processing
 Allows rollback to old versions
 Check-in Check out
 Advanced abilities to control who has what type of
access
 Advanced integration with alternate communication
processes (Email, WebSites, Wiki, Blogs, ..)
 Allows integration with authoritative data sources
 Advanced Templateing features

5. Content vs Documents
 Documents means Word, PowerPoint, Excel
spreadsheets, PDF, and other popular formats
 Content includes documents, plus other digital assets.
For example, audio, video, Flash, Web Sites, Wiki,
Emails, Tags, and multimedia files as well as raw data
collected from various third-party Internet sources.
 Nuxeo is a “Enterprise Content management
Systems” that “contains” a Document Management
System.

6. Understanding what a Content
management system is
 The standards body OASIS, is trying to define the
basic components of a Content Management
Systems (CMS).
 They see these “Basic Components” and the
essentials, that all CMS should share.
 They Developed a standard called Content
Management Interoperability Services (CMIS)
 We will explore what a CMS is. By understanding
how they relate to the OASIS standard CMIS

7. Vision of CMIS
“Defining the standards of content “

8. Document management Products
IBM Alfresco
Nuxeo
Content
Manager
IBM  In the Center is the metadata repository
Nuxeo Alfresco
(Open Source) (Open Source)
eXo Apache Chemistry
(Open Source)
Metadata
Sharepoint Repository
Documentum
FileNet
Microsoft Documentum
Sharepoint EMC
Filenet

9. Document management is Layers
 Every vendor has their own schema for storing content
IBM Alfresco
Nuxeo
Content
Manager
Metadata
Repository
Microsoft Documentum
Sharepoint EMC
Filenet

10. Document management is Layers
 In the Center is the repository
 Every vendor has their own schema for storing content
 CMIS Provides a common set of service that all the vendors agree
Common Services
Common View
CMIS (SOA Based)
Document
Management
Repository
SQL-Like
Language
CMIS Common Language (SQL-Like)
SQL-Like
Language
 In the ”Content” space, this standard is from OASIS, and is called the
Content Management Interoperability Services (CMIS)

11. CMIS
Document
Management
CMIS Data View Repository
SQL-Like
Language
“Objects” With “Properties”
Are made up of
 Documents
 Folders
 Relationships
 Policies
CMIS

12. CMIS
Document
Management
CMIS Services Repository
SQL-Like
Language
Services that take place on
 Documents
 Folders
 Relationships
 Policies

13. CMIS
Document
Management
CMIS Language Repository
SQL-Like
Language
 SQL Like
SQL-Like
Language
SELECT (*|[DISTINCT] <select-clause>) FROM <from-clause> [WHERE <where-clause>]
Nuxeo
SELECT * FROM Document SELECT * FROM Folder
SELECT * FROM File SELECT * FROM Note
SELECT * FROM Note, File WHERE dc:title = 'My Doc'
SELECT * FROM Document WHERE NOT dc:title = 'My Doc'
SELECT * FROM Document WHERE dc:title = 'My Doc' OR dc:title = 'My Other Doc'
SELECT * FROM Document WHERE (dc:title = 'blah' OR ecm:isProxy = 1) AND dc:contributors = 'bob'
SELECT * FROM Document WHERE filename = 'testfile.txt'
Alfresco
SELECT * FROM cmis:document
-- selects all properties for all documents but does not include thumbnails (cm:thumbnail).

14. Distributions
 Outside of the CMIS code, is a set of services that make up Nuxeo
distributions. The distribution include additional features for the
functionality of the distribution.
 In this case, we’ll look at the Document Management (DM) distribution
Digital Asset Mgmt
Document Mgmt
Distribution Document Mgmt (DM)
Workflow Preview
CMIS Approvals
Picture
Email Mgmt
Integration
Metadata Wiki Conversion
Repository
Templates Audit
User Interface Tag
Annotation ...
Social Collaboration
CollectionSpace ResearchSpace

15. Nuxeo Document management

16. Document Type
 Document Type can be both a file and data
recorded in database
Document Type: Treatment Proposal
Field1:
Field2:
Author:
Allowed to be in Folders:
WorkflowApproval
Permission
File Database

17. Plug-In’s
 Outside of the CMIS code, is a set of services that make up Nuxeo
distributions. The distribution include additional features for the
functionality of the distribution.
 In this case, we’ll look at the Document Management (DM) distribution
Plug-Ins
DM
CMIS
Metadata
Repository

18. Add-ons – Access Tracking
 Outside of the CMIS code, is a set of services that make up Nuxeo
distributions. The distribution include additional features for the
functionality of the distribution.
 In this case, we’ll look at the Document Management (DM) distribution
Add-ons
DM
CMIS
Metadata
Repository

19. Access Tracking

20. It may be possible for Nuxeo to figure out some of the Metadata by
scanning the attachments

22. Searching for data inside the treatment reports
And displaying it in the margins
French Prime Minister Fillion resigns.html
Francois Fillion

23. Site Configuration
 Content Modeling (Definition of type of Documents, Hierarchies, ..)
Local Config
Addon
DM
CMIS
Metadata
Repository

25. Site Configuration
 Vocabularies
Local Config
Addon
DM
xml
CMIS
Metadata
Repository

26. Nuxeo Studio
The studio creates the XML files
that are used to define the system
This is a Schema called “Object”

27. Nuxeo Studio and
Workflows (Approvals)
The studio allows you
Define approval chains
To document type and
Groups.
For Example: A Treatment
Proposal requires Division
Head approval, if currently
In exhibition.
Otherwise, just department
Head.

28. Nuxeo Studio
and automation
Automation, works with
Workflow to control
Automated actions
For Example: Create a
Zip files of all the files
In a folder, after the
Closed date is entered,
Two weeks ellasped
Without activity.
This uses the CMIS
SQL-Like statements
To select files

29. Nuxeo Studio
and Templates
Templates use the
Freemarker template
Language to create
Files that the user can
Update.

30. Modeling Content

31. Note the URL for Studio is hosted at
“Connect.nuxeo.com”, this is a Nuxeo,
and it requires a fee to use this
The Nuxeo studio creates many types
of XML files, and numerous
customization.
But it the studio does not effect Java
Code, to go farther with Nuxeo, you
need to work with Java and work in a
Java Integrated Development
Environment (IDE).

32. Code Customization
Lets say you don’t like the Customizations
Nuxeo User Interface, or you
Want special features like “ajax” Local Config
Addon
And they are not in the Add-on.
DM
CMIS
Now you need to customize
Nuxeo , and you need to code Java Metadata
Repository

33. Extending
with
Nuxeo
IDE
•The IDE can be
downloaded for
free and exist at
you site ..
Nuxeo has hundreds of “extension points”, each of these allows
someone to code an special routine.
For example, you can add a routine that reads the TMS tables
when someone saves a new document with a Accession
Number, and insert the artist name …

34. Using a new user interface
Customizations
Use other
UI
Package
Local Config
Google
Web Toolkit Addon
DM
User Interface
CMIS
Flex Metadata
Repository
WebEngine Java ServerFaces
(FreeMarker)

35. Nuxeo vs Alfresco
 Software Licensing
 Nuxeo = LGPL (Changes can be propeitary)
 Alfresco = GPL (Changes also GPL)
 Alfresco Enterprise = Proprietary
 Support Cost
 Alfresco = $10,000 per CPU/Year
 Nuxeo = $12,000 per application/Year
 Integration
 Alfresco =(CIFS,WebDAV,FTP,IMAP)
 Nuxeo = (WebDav,IMAP)

36. Nuxeo in a Nutshell
Customizations
Local Config
Addon
DM
CMIS
Metadata
Repository