1 introducing documentum 6 david mennie senior product marketing manager, interactive content emc...

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Introducing Documentum 6

David MennieSenior Product Marketing Manager, Interactive ContentEMC Corporation

October 10, 2007

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What is your most important asset?

How do you manage it?

Information

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Customers Partners EmployeesAccess

Where Are Your Important Assets?

I deleted graphicI deleted graphic

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research

specs

models

Your NextInnovation

Your NextOpportunity

presentations

proposals

orders

Is Your Information an Asset or a Liability?

Your NextLawsuit

emailmemos

contracts

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How do you work with your information?

app• office productivity suites• product development• project management• search

app• invoice processing• claims management• business process automation• scanning and imaging

app• email archiving• reports management• SAP data• eDiscovery

app• creative tools for rich media• marketing automation• web publishing• video management

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Introducing Documentum 6

Infrastructure

appapp

appapp

Information

Building An Information Infrastructure

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1st GenerationSilos—Small vendors providing point solutions to solve discrete business problems

Evolution of Enterprise Content Management (ECM)

Problem solving• Document management• Web content management• Digital asset management• Workflow/BPM

2nd GenerationSuites—Vendors providing comprehensive ECM functionality

Leverage investment• Enterprise repository• Common capabilities• Different User

Experiences• Fragmented architecture

3rd GenerationInfrastructure—EMC Documentum provides ECM as part of the information infrastructure

Unlock information• Unified repository• Enterprise Grade,

Distributed• Modular, Configurable• Usable

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Infrastructure EMC Information Infrastructure

Lower costsIncrease utilization, reduce management effort

Reduce risksProtect information against loss, secure against unauthorized access

Exploit valueHarvest information’s value to benefit the business in new ways

appapp

appapp Information

Introducing 3rd Generation ECM – Documentum 6

EMC Documentum & 3rd-Party

ProductivityEliminate barriers to content and processes

Improve customer experienceProvide access and context for better service

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EMC Information Infrastructure

Infrastructure

appapp

appapp Information

storeSAN: Symmetrix, CLARiiON, ConnectrixNAS: Celerra CAS: CenteraIP: Symmetrix, CLARiiON, Celerra, Centera

protectarray replication: SRDF, MirrorView, etc.backup to disk: NetWorkerdata de-duplication: Avamarcontinuous data protection: Kashya (RecoverPoint)security: RSA, Authentica, Network Intelligence

optimizevirtualization: VMware, Rainfinity, Invistainformation mgmt: xtender family, Documentumresource mgmt: ControlCenter, Smarts, nLayers

leverageenterprise content mgmt and archive: Documentum information acquisition: Captiva, AcartusBPM, collaboration: ProActivity, eRoomenterprise search: AskOnce

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storeSAN: Symmetrix, CLARiiON, ConnectrixNAS: Celerra CAS: EMC Centera

protectArray replication: SRDF, MirrorView, etc.Backup-to-disk: LegatoData de-duplication: AvamarContinuous data protection: KashyaSecurity: RSA, Authentica, Network Intelligence

optimizeVirtualization: VMware, Rainfinity, InvistaInformation management: Legato, Documentum, EMC InfoscapeResource management: ControlCenter, Smarts, nLayers

leverageEnterprise Content Management: Documentum Information acquisition: Captiva, AcartusBPM, collaboration: ProActivity, eRoomEnterprise search: AskOnce

Storing more intelligently

Making protection effective and affordable

Securing critical assets Next generation backup

Virtualizing information infrastructure

Automating data center operations

Unified Content Management & Archiving

storeSANNASCASIP

protectArray replicationBackup-to-diskData de-duplicationContinuous data protectionSecurity

optimizeVirtualizationInformation managementResource management

leverageEnterprise Content Management Information acquisitionBPM, collaborationEnterprise search

Acceleratin

g B

usin

ess Valu

e for

Ap

plicatio

ns

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storeSAN: Symmetrix, CLARiiON, ConnectrixNAS: Celerra CAS: EMC Centera

protectArray replication: SRDF, MirrorView, etc.Backup-to-disk: LegatoData de-duplication: AvamarContinuous data protection: KashyaSecurity: RSA, Authentica, Network Intelligence

optimizeVirtualization: VMware, Rainfinity, InvistaInformation management: Legato, Documentum, EMC InfoscapeResource management: ControlCenter, Smarts, nLayers

leverageEnterprise Content Management: Documentum Information acquisition: Captiva, AcartusBPM, collaboration: ProActivity, eRoomEnterprise search: AskOnce

Storing more intelligently

Making protection effective and affordable

Securing critical assets Next generation backup

Virtualizing information infrastructure

Automating data center operations

Unified Content Management & Archiving

storeSANNASCASIP

protectArray replicationBackup-to-diskData de-duplicationContinuous data protectionSecurity

optimizeVirtualizationInformation managementResource management

leverageEnterprise Content Management Information acquisitionBPM, collaborationEnterprise search

3/03 1/04 1/05 1/06 1/07

EMC’s Content Management investments:• Documentum – content management• Ask Once – federated search• Acartus – reports management

• Captiva – imaging• Authentica – information rights management• ProActivity – business process management• X-Hive – XML management

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CONTENT APPLICATIONSKnowledge

WorkerTransactional Interactive Archival

Documentum 6

Personal andTeam

Productivity

Customer Experience and

Service

Preservationof Content

Cost of Processing

Transactions

COMPLIANCE

UNIFIED CONTENT MANAGEMENT

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BearingPoint: Knowledge Worker

BearingPoint Profile Consulting and professional

services: consulting applications services, technology solutions and managed services

$3.5B in revenues

Challenges Project teams were unable to

leverage standard methodologies Corporate compliance around

retaining contracts and records Internal teams needed to share

knowledge & track activities

Metrics of Success• Reduction in paper reliance• Ability to find client project data much more quickly• Less exposure to compliance infractions:

-Sarbanes-Oxley, Legal & Foreign Corruption Act Team rooms

-Retention policies adhered to for information• Sharing of best practices across disciplines and

project teams

LibraryServices

LibraryServices Collaborate

Services

CollaborateServices Workflow/

Lifecycles

Workflow/LifecyclesRights

Mgmt

RightsMgmt Image

Mgmt

ImageMgmt Records

Mgmt

RecordsMgmt

Global Teams discover | collaborate | leverage | secure

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Cincinnati Financial: Transactional Content

Cincinnati Financial Profile One of the nation’s top 25 largest

property and casualty insurers, actively marketing insurance in 32 states.

Revenue (2005): over $4.7 billion

Challenges Manual paper-based claims,

manually entered financial and claim coding

Took 18 to 30 days from notification of loss

Metrics of Success• Claims reps access electronic claim files -instantaneously updated (film and audio files)

-750 field claims reps, -250 other users-Regularly accessed by 2,000 employees

• Takes one day to enter claim into system• Immediate access for decision makers. Faster processing of large claims files.• Electronic information saves $5 million/year.• Company weathered the 2004/05 hurricanes

Input

Scannersand faxes

Applicationoutput

Paper ande-forms

Process Deliver

Data anddocuments

Businessapplications

Portal

15© Copyright 2007 EMC Corporation. All rights reserved.

Brown Forman: Interactive Content Management

BF Profile

Leading American Spirits & Wines Co.

$2.5B in revenues 37 Global Brands Jack Daniel’s Whiskey,

Finlandia Vodkas, Bolla Wines, Stella Gin…

More than 6000 people, worldwide— marketing, sales, legal, AR/AP, external partners, and more— use their ECM applications

Metrics of Success• More comprehensive view of brand assets • Large savings on non-creative agency fees• Great adoption rates: -2500 employee users -500 agency users -450 partner users• Reduced cycle time from idea generation to marketplace execution

Media Repository

Creative Process

Multi-ChannelPublishing

BF Brand Center Jack Daniels Digital

Pressroom BF Photo Studio

Agency Collaboration Agency Workflows Creative Tool

Integration

BF Print www.B-F.com


Common Infrastructure for Content Applications

RepositoryRepository services, virtualization, and standardization

Content IntelligenceContent analytics, search, metadata, and relationships

Content ServicesNative ingestion, manipulation, and publishing for all content types

Compliance and SecurityPrivacy, authorization, retention, integrity, rights management, and auditing

Service OrchestrationWorkflows, business processes, and collaboration

CONTENT APPLICATIONS

Knowledge Worker

Transactional Interactive Archival

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What’s New in Documentum 6 Platform?

SOA ReadyNext generation API (DFS) for Web Services

New Development Tools New Eclipse-based tools, Aspect programming

Enhanced configurability Templates, profiles, aspects, presets

Enhanced distributed environment New Branch Office Caching Services

Enhanced Reporting Reporting in the platform, Crystal Reports runtime

Enhanced compliancePhysical records management and ensure IRM is everywhere

SOA ReadyNext generation API (DFS) for Web Services

New Development Tools New Eclipse-based tools, Aspect programming

Enhanced configurability Templates, profiles, aspects, presets

Enhanced distributed environment New Branch Office Caching Services

Enhanced Reporting Reporting in the platform, Crystal Reports runtime

Enhanced compliancePhysical records management and ensure IRM is everywhere

COMPLIANCE INFRASTRUCTURE

ALL CONTENT TYPES

RICH SET OF CONTENT SERVICES

MULTIPLE CLIENT ACCESS POINTS

Mission: To make building, configuring, and deploying content applications substantially faster and easier

- Unified

- Modular

- Configurable

- Enterprise Grade

- Federated & Distributed

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Compliance Layer

Documentum Technical Architecture

Repository Services Layer

Security Layer

Content Services Layer

Process Services Layer

Client Infrastructure Layer

Repository Infrastructure

Documentum 6Robust, Standards-Based, Unified Platform

PR

OG

RA

MM

ING

INT

ER

FA

CE

S

CO

NF

IGU

RA

TIO

N IN

TE

RF

AC

ES

TO

OLS

Database Full-Text Index File System Directory Services

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EMC’s New Enterprise Content Services?

SOA Ready

Documentum functionality presented as services Developers use services to build products and integrations

– Extend one of our clients to add new functionality– Build a new custom client– Integrate Documentum's functionality with other applications that support

standards, such as Oracle Fusion Middleware and SAP NetWeaver

Initial suite of Enterprise Content Services is Documentum Foundation Services

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What is Documentum Foundation Services?

DFS is Enterprise Content Service’s ‘core’ package – Brand New API – “Best in the Business”– Provides suite of out-of-the-box services

Object, Version, Query, Schema, Search, Workflow

– Includes a runtime environment and a set of design-time tools DFS is provided as two distinct physical deliverables

– EAR file (Java Enterprise Edition (JEE))– Zip archive ( DFS SDK for run and design-time).

DFS instead of Documentum Foundation Classes– Rapid development & deployment– Easy to learn – English-like language– Easy to use – not ECM / Documentum specific– Easy to support

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Eclipse-Based Development Tools

One integrated development environment

Industry-standard platform

Open and extensible– Available for partners

and others to add their own plug-ins

Project-based development process

New Development ToolsNew Documentum Composer

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Contextual Control • Dynamically applied• Controls behavior and attributes • Extends the object model• Exists and are layered independently

Record

Web Content

ExecutiveAuthoredA

spec

ts =

Co

nte

xt

Document Types = IdentityIN

VO

ICE

CO

NT

RA

CT

SO

P

Aspects Programming

New Development ToolsAspect Configurations Reduce Schema Complexity

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Enhanced Configurability

Control of the user interface

Customize common contextual settings

Specify: object types, ACLs, formats, actions, lifecycles, workflows, searches, retention policies, transformations, base attributes

PresetsConfiguration Settings Dramatically Reduce Need For Coding

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Pre-Caching—push subset of content to remote BOCS servers based on content locations, properties, users, and work queues

Write-Back Support—allow for writes to local BOCS cache for both import and check-in

PragueNew York


CentralRepository

ApplicationServer

WebClient 1

WebClient 2

BOCS

Enhanced Distributed Environment

Content-Enabling the Distributed EnterpriseNew Branch Office Caching Services (BOCS)

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Other New Capabilities in Documentum 6

Improved WDK Performance LDAP Enhancements Historical audit trails Full-Text search enhancements Coordinated UTC date storage Event-based retention support for Centera Java DMCL Java Management Extension (JMX) framework Role-based administration Documentum Reporting Services

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Report Example

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What’s New in Knowledge Worker Applications?

Personal andTeam

Productivity


Service


Service



Cost of Processing

Transactions

Cost of Processing

Transactions

What’s New in Knowledge Worker Applications

Embrace and extend Microsoft SharePointNew user interface for work queues and image/task management

Complete unification: collaboration, search, IRM Native image handling with Imaging Services

New offline client capabilities Easier user interface configuration

Enhanced usability and configuration of Webtop Complete Business Process Management Suite

Enhanced search with new dynamic clustering

Embrace and extend Microsoft SharePointNew user interface for work queues and image/task management

Complete unification: collaboration, search, IRM Native image handling with Imaging Services

New offline client capabilities Easier user interface configuration

Enhanced usability and configuration of Webtop Complete Business Process Management Suite

Enhanced search with new dynamic clustering

- Easier to use

- Pervasive access

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no check boxes

• right-click support

• keyboard shortcuts

• dynamic menus multi-object actions

New Webtop User ExperienceImproved Usability, Making It Easier To Use

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Faster Finding• Results clusteringFaster Finding• Results clustering

Better Search• Improved relevancy detectionBetter Search• Improved relevancy detection

Wider Search• More adapters• Desktop search

Wider Search• More adapters• Desktop search

Simpler Search• New Search experience• Search templates

Simpler Search• New Search experience• Search templates

Enhanced SearchNew Content Discovery Capabilities Through ECI Services

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Enhanced Collaboration EditionNew Webtop-based Collaboration

Team workplaces External members New object types Data tables User configurable Process Management Leverages platform services

Search, BPM, Records, IRM

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Offline-enables any Documentum client/application Allows files/folders on your desktop Seamless integration with Windows Synchronization on demand/automatically Supports both content and metadata Can support cabinets, folders, or document-level synchronization

Enhanced Offline CapabilitiesProviding access and ease of use to those who need to be mobile


What’s New in Transactional Content Management

Personal andTeam

Productivity

Personal andTeam

Productivity


Service


Service



Cost of Processing

Transactions

New TaskSpaceNew user interface for work queues and image/task management

New Imaging Services Native image handling with Imaging Services

Enhanced Forms Builder Easier user interface configuration

Complete BPM Suite Complete Business Process Management Suite

Tighter Integration Between Captiva and BPM

New Process Services for SAP

New TaskSpaceNew user interface for work queues and image/task management

New Imaging Services Native image handling with Imaging Services

Enhanced Forms Builder Easier user interface configuration

Complete BPM Suite Complete Business Process Management Suite

Tighter Integration Between Captiva and BPM

New Process Services for SAP

- Easier to use

- Easier to configure and deploy

- Further leverage BPM technologies

- Enhance Compliance


Users can rapidly complete tasks and retrieve documents

Easily configured for specific job functions or tasks

– Tasks, task lists, forms, documents, folders, and searches

Accelerates deployment and adoption of EMC transactional content management solution

Processing task

Viewing a folder

New Documentum TaskSpaceTransactional-Based Client EnvironmentNew Documentum TaskSpaceTransactional-Based Client Environment


Manage Folders

Managing Folders

Folder metadata displayed along

with contents

Display custom metadata in

content listings

Easy to model customer

accounts, cases, claims, etc.

Search on and filter content

Browsing limited to

subfolders


Design improvements make it easy to create, preview and work collaboratively on forms

Layout and styling improvements for highly customizable forms

Incorporates AJAX technology for dynamic form fields

Use form templates for multiple localized versions of a form

Forms Builder EnhancementsNew configuration environment for both Forms and TaskSpace


Usability improvements for Process Builder

Workflow enhancements for queue management and task assignments

Improved configuration of integration and monitoring activities

New ability to define structured data within processes

Configure process integration with SAP applications

New Process Builder UI

Complete Business Process SuiteProcess Orchestration Enhancements February 2007

launch of the

BPM Suite

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Interactions with SAP can be modeled and initiated at any point within a Documentum business process

Information can be easily shared between Documentum and SAP

- Link objects in either system

- Replicate information between systems

Documentum can trigger workflow activities in SAP

Use case examples:

- Document-centric applications such as engineering change management

- Process-centric applications such as invoice processing

New activity templates to connect processes using Documentum and SAP:

Complete Business Process SuiteProcess Orchestration Enhancements

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What’s New in Interactive Content Management?

Personal andTeam

Productivity

Personal andTeam

Productivity


Service



Cost of Processing

Transactions

Cost of Processing

Transactions

New Web Content Management Capabilities New Site Wizard and Contributor User Interface

Enhanced usability to work with rich mediaNew usability enhancements, including collaboration edition for marketing automation

Deeper support for Creative SuitesNew File Share Services for Adobe Creative Suite 3 and other creative tool integrations

New Intellectual property rights management

Simpler transformation management

New Web Content Management Capabilities New Site Wizard and Contributor User Interface

Enhanced usability to work with rich mediaNew usability enhancements, including collaboration edition for marketing automation

Deeper support for Creative SuitesNew File Share Services for Adobe Creative Suite 3 and other creative tool integrations

New Intellectual property rights management

Simpler transformation management

- Make it easy to work with rich media: images, video, web and many more

- Pervasive access, especially the creative desktop

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Focus on WCM Ease-of-Use

eRoomNew User Interface for casual

or non-technical users that makes it easy to create, edit

and publish content

New Ease of Use Web Content Management

Enhancements to editing experience with template creation – Page Builder

Dynamic Site Navigation based upon content relationships with

taxonomy structure

Web Publisher Site Manager

Site Creation and Management Capabilities with a Web Publisher Site Wizard

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• Lightbox Views

• Loupe Display

• IP R

ights

DAM DD66

• Enhanced UI

Enhanced Rich Media Support

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Creative Tool Support

• Adobe CS3

• Lightweight

DAM DD66

• Macintosh Support

Deeper Creative Suite Support

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Creative Tool Support

• Web Services Access

• CTS Activ

ity fo

r BPM

Transformations DD66

• XML Transformatio

n

Services

Simpler TransformationsNew Transformations, Administration & Usability

New Usability: Transformation Wizard

• Usability

New XML Transformations Services

XSL Engine – Render XSL-FO to PDF format

Full XSLT Support Includes pre-built

style-sheets, transformations and Open DITA tool kit

Designed for extensibility

WML, cHTML, XHTML,

Javahelp, WinHelp,

RTF, Postscript,

etc…

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What’s New in Archiving Applications?

Platform optimizations for archiving apps (light-weight

objects, rapid ingestion, repository partitioning, etc.) Email completeness (legal discovery, mailbox mgmt, etc.) Enhanced Archive Services for SAP Enhanced Archive Services for SharePoint

Platform optimizations for archiving apps (light-weight

objects, rapid ingestion, repository partitioning, etc.) Email completeness (legal discovery, mailbox mgmt, etc.) Enhanced Archive Services for SAP Enhanced Archive Services for SharePoint

Personal andTeam

Productivity

Personal andTeam

Productivity


Service


Service


Cost of Processing

Transactions

Cost of Processing

Transactions

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Summary

• Documentum 6 introduces a comprehensive information infrastructure for content applications

• Key areas of innovation include:– Transactional Content Management– Documentum 6 Platform– Interactive Content Management

• Soon to come are further enhancements:

– Knowledge-Worker Applications– Archiving

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TDavid Mennie

EMC Corporation

[email protected]

hank YouThank You

1 introducing documentum 6 david mennie senior product marketing manager, interactive content emc...

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