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S
A
P
I
E   A Simple Document Management System
N                  (sDMS)
T
I
A
-
E
M
    Advisor:                         Author:
T
E   Asist. Ing. SZABÓ László Zsolt   ZSIGMOND Rezső

                                               Târgu Mureş, 2009
Goals
S     Efficient document management is an important
A
P
      factor for an organizations performance.
I
E     Our goal was:
N
T
      
        To allow a group of people to collaborate on a
I     complex set of documents, like the “Dosarul de
A     Acreditare”
-
E
      
        To overcome the restrictions of the existing
M     document storage (shared network drive), and
T     to add new features like versioning, logging,
E
      better security, locking capabilities
    Zsigmond Rezső, A Simple Document Management System       Târgu Mureş, 2009
Document Management Systems
S
A       A DMS is a set of computer programs that store
P
I       and track electronic documents.
E       Functions of a DMS:
N       
         Store documents and their metadata
T
I
        
         Index documents
A       
         Retrieve the stored content
-       
         Security features
E
M
        
         Collaboration
T       
         Versioning
E

    Zsigmond Rezső, A Simple Document Management System   Târgu Mureş, 2009
JSR-170
S
A           
             Content Repository for Java technology API
P            (Day Software, from February 2002)
I
E
            
             Content repository is a hierarchical content store
N            for structured or unstructured data
T           
             Was created to provide a standardized interface
I            for different repositories
A           
             JSR-170 compliance levels: level 1(browse), level
-            2(write), optional features
E
M
T
            
              A repository is like an n-ary tree. The tree consists
E             of Items (nodes, properties)

    Zsigmond Rezső, A Simple Document Management System        Târgu Mureş, 2009
Apache Jackrabbit
S           
              Fully conforming implementation of the JCR based
A             on the JSR-170 specification
P
I
E
            
              Consists of three layers: Content Applications,
N             Content Repository API, Content Repository
T             implementation
I
A           
             Configuration: file system, security, workspace,
-            versioning, search, persistence, clustering
E
M
             configurations
T
            
             Node types and properties
E

    Zsigmond Rezső, A Simple Document Management System      Târgu Mureş, 2009
Existing DM Systems
S
A
            
             jLibrary: open source DMS based on
P            Jackrabbit and a J2EE compliant application
I            server
E
N
            
             OpenKM: open source DMS based on
T            Jackrabbit, JBoss and GWT
I           
             Alfresco: Java based CIFS server available in
A
-            multiple languages
E           
             KnowledgeTree: commercial open source
M            web based DMS developed using PHP
T
E

    Zsigmond Rezső, A Simple Document Management System   Târgu Mureş, 2009
Requirements for my application
S
A        
           Authenticate users
P        
           Create and rename folders
I
E
         
           Upload files
N
         
           Change file attributes
T        
           Delete files and folders
I        
           Download file
A        
           Replace file
-        
           Lock file or folder
E
M
         
           Store multiple versions of the files and folders
T
         
           Move files and folders
E        
           Search the content of the repository

    Zsigmond Rezső, A Simple Document Management System       Târgu Mureş, 2009
Architecture
S        My application is a web based DMS designed with
A        J2EE technology. It can be divided into three layers:
P        
           Client interface: web browser
I
E
         
           Web container: Apache Tomcat 6.0
N
         
           Storage Layer: consists of the Jackrabbit content
T        repository and an Apache Derby database
I
A
-
E
M
T
E

    Zsigmond Rezső, A Simple Document Management System        Târgu Mureş, 2009
Security
S            
                 Authentication is handled by the web container
A                (Tomcat 6.0)
P
I
E
             
                 User login information is stored in an Apache
N                Derby database
T
I            
                 Jackrabbit requires authentication on the
A                repository level, meaning that users are
-                authenticated for the second time on that level.
E
M
                 This authentication is hidden from the user.
T
E

    Zsigmond Rezső, A Simple Document Management System         Târgu Mureş, 2009
Jackrabbit configuration
S        Configuration options:
A        
           FileSystem: LocalFileSystem has been used
P
I
E
         
          Security: configures the Access Manager and Login
N        Module
T
I        
          Workspace: default workspace configuration
A        template
-
E
M
         
             Versioning: configures how versions are stored
T
E        
          SearchIndex: the default implementation uses
         Apache Lucene
    Zsigmond Rezső, A Simple Document Management System      Târgu Mureş, 2009
Uploading a file
S
A
P
I
E
N
T
I
A
-
E
M
T
E

    Zsigmond Rezső, A Simple Document Management System        Târgu Mureş, 2009
Lock file
S
A
P
I
E
N
T     
          Preventing files from being modified
I
A     
          Only the user that placed the lock can unlock it
-
E
M
      
        Two types of locks: the first locks only the selected
T     item; the second option locks all the child items also
E

    Zsigmond Rezső, A Simple Document Management System          Târgu Mureş, 2009
Delete file
S
A
P
I
E
N
T
I
             
                 removing files from the repository
A
-            
                 A deleted file can be recovered, if versioning is
E                enabled
M
T
E
             
                 Previous versions of the file are not deleted

    Zsigmond Rezső, A Simple Document Management System          Târgu Mureş, 2009
User interface
S
A
P
I
E
N
T
I
A
-
E
M
T
E

    Zsigmond Rezső, A Simple Document Management System        Târgu Mureş, 2009
Test cases
S            
               deployed on a PC with a 1.6 GHz Centrino Duo
A              CPU, 2GB RAM, 5400 RPM hard drive, Windows
P              XP Professional
I
E
N
             
               Tested with several use case scenarios and it
T              performed as expected
I
A            
               Every functionality was tested several times using
-              different input data in order to ensure proper
E
M
               functioning
T
E            
               Future tests will be carried out in pre production
               environment
    Zsigmond Rezső, A Simple Document Management System        Târgu Mureş, 2009
Test case example
S            
                  Repository upload time in good network
A                conditions (localhost)
P
I
E
N
T
I
A
-
E
M
T
E

    Zsigmond Rezső, A Simple Document Management System      Târgu Mureş, 2009
Results and improvements
S      
         I've managed to build a DMS that will serve our University
A        and other small organizations
P
I      
         It has all the functionality that is required to effectively
E        manage and organize documents
N
T
       Next steps:
I
A
       
        improve certain parts of the application, like search, user
-       interface, multilingual version, mass document upload and
E       download
M
T      
          Make it available for small organizations
E

    Zsigmond Rezső, A Simple Document Management System        Târgu Mureş, 2009
S
A
P
I
E
N
T
                     Thank you for your attention
I
A
-
E
M
T
E

    Zsigmond Rezső, A Simple Document Management System   Târgu Mureş, 2009

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sDMS, a simple Document Management System

  • 1. S A P I E A Simple Document Management System N (sDMS) T I A - E M Advisor: Author: T E Asist. Ing. SZABÓ László Zsolt ZSIGMOND Rezső Târgu Mureş, 2009
  • 2. Goals S Efficient document management is an important A P factor for an organizations performance. I E Our goal was: N T  To allow a group of people to collaborate on a I complex set of documents, like the “Dosarul de A Acreditare” - E  To overcome the restrictions of the existing M document storage (shared network drive), and T to add new features like versioning, logging, E better security, locking capabilities Zsigmond Rezső, A Simple Document Management System Târgu Mureş, 2009
  • 3. Document Management Systems S A A DMS is a set of computer programs that store P I and track electronic documents. E Functions of a DMS: N  Store documents and their metadata T I  Index documents A  Retrieve the stored content -  Security features E M  Collaboration T  Versioning E Zsigmond Rezső, A Simple Document Management System Târgu Mureş, 2009
  • 4. JSR-170 S A  Content Repository for Java technology API P (Day Software, from February 2002) I E  Content repository is a hierarchical content store N for structured or unstructured data T  Was created to provide a standardized interface I for different repositories A  JSR-170 compliance levels: level 1(browse), level - 2(write), optional features E M T  A repository is like an n-ary tree. The tree consists E of Items (nodes, properties) Zsigmond Rezső, A Simple Document Management System Târgu Mureş, 2009
  • 5. Apache Jackrabbit S  Fully conforming implementation of the JCR based A on the JSR-170 specification P I E  Consists of three layers: Content Applications, N Content Repository API, Content Repository T implementation I A  Configuration: file system, security, workspace, - versioning, search, persistence, clustering E M configurations T  Node types and properties E Zsigmond Rezső, A Simple Document Management System Târgu Mureş, 2009
  • 6. Existing DM Systems S A  jLibrary: open source DMS based on P Jackrabbit and a J2EE compliant application I server E N  OpenKM: open source DMS based on T Jackrabbit, JBoss and GWT I  Alfresco: Java based CIFS server available in A - multiple languages E  KnowledgeTree: commercial open source M web based DMS developed using PHP T E Zsigmond Rezső, A Simple Document Management System Târgu Mureş, 2009
  • 7. Requirements for my application S A  Authenticate users P  Create and rename folders I E  Upload files N  Change file attributes T  Delete files and folders I  Download file A  Replace file -  Lock file or folder E M  Store multiple versions of the files and folders T  Move files and folders E  Search the content of the repository Zsigmond Rezső, A Simple Document Management System Târgu Mureş, 2009
  • 8. Architecture S My application is a web based DMS designed with A J2EE technology. It can be divided into three layers: P  Client interface: web browser I E  Web container: Apache Tomcat 6.0 N  Storage Layer: consists of the Jackrabbit content T repository and an Apache Derby database I A - E M T E Zsigmond Rezső, A Simple Document Management System Târgu Mureş, 2009
  • 9. Security S  Authentication is handled by the web container A (Tomcat 6.0) P I E  User login information is stored in an Apache N Derby database T I  Jackrabbit requires authentication on the A repository level, meaning that users are - authenticated for the second time on that level. E M This authentication is hidden from the user. T E Zsigmond Rezső, A Simple Document Management System Târgu Mureş, 2009
  • 10. Jackrabbit configuration S Configuration options: A  FileSystem: LocalFileSystem has been used P I E  Security: configures the Access Manager and Login N Module T I  Workspace: default workspace configuration A template - E M  Versioning: configures how versions are stored T E  SearchIndex: the default implementation uses Apache Lucene Zsigmond Rezső, A Simple Document Management System Târgu Mureş, 2009
  • 11. Uploading a file S A P I E N T I A - E M T E Zsigmond Rezső, A Simple Document Management System Târgu Mureş, 2009
  • 12. Lock file S A P I E N T  Preventing files from being modified I A  Only the user that placed the lock can unlock it - E M  Two types of locks: the first locks only the selected T item; the second option locks all the child items also E Zsigmond Rezső, A Simple Document Management System Târgu Mureş, 2009
  • 13. Delete file S A P I E N T I  removing files from the repository A -  A deleted file can be recovered, if versioning is E enabled M T E  Previous versions of the file are not deleted Zsigmond Rezső, A Simple Document Management System Târgu Mureş, 2009
  • 14. User interface S A P I E N T I A - E M T E Zsigmond Rezső, A Simple Document Management System Târgu Mureş, 2009
  • 15. Test cases S  deployed on a PC with a 1.6 GHz Centrino Duo A CPU, 2GB RAM, 5400 RPM hard drive, Windows P XP Professional I E N  Tested with several use case scenarios and it T performed as expected I A  Every functionality was tested several times using - different input data in order to ensure proper E M functioning T E  Future tests will be carried out in pre production environment Zsigmond Rezső, A Simple Document Management System Târgu Mureş, 2009
  • 16. Test case example S  Repository upload time in good network A conditions (localhost) P I E N T I A - E M T E Zsigmond Rezső, A Simple Document Management System Târgu Mureş, 2009
  • 17. Results and improvements S  I've managed to build a DMS that will serve our University A and other small organizations P I  It has all the functionality that is required to effectively E manage and organize documents N T Next steps: I A  improve certain parts of the application, like search, user - interface, multilingual version, mass document upload and E download M T  Make it available for small organizations E Zsigmond Rezső, A Simple Document Management System Târgu Mureş, 2009
  • 18. S A P I E N T Thank you for your attention I A - E M T E Zsigmond Rezső, A Simple Document Management System Târgu Mureş, 2009