Download - Workshop Oracle Content Management.pdf
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Oracle Enterprise Content Management
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The following is intended to outline our general
product direction. It is intended for information
purposes only, and may not be incorporated into any
contract. It is not a commitment to deliver any
material, code, or functionality, and should not be
relied upon in making purchasing decisions.
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relied upon in making purchasing decisions.
The development, release, and timing of any
features or functionality described for Oracles
products remains at the sole discretion of Oracle.
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Most Content Today Remains Unmanaged
Common ways to share info Email attachments
FTP Servers
Shared File Drives
Common business user challenges Who can see or change my
content?
Which ones the right version?
Key business decisions based on bad
or out-of-date information
How do I make sure people can find my latest content?
Requirements for native applications to view
(i.e. MS Project, MS Visio, etc.)
How do I work jointly on creating content?
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Why Manage Content?
Costs Content Explosion
Compliance& Security
Expensive, time intensive,
manual processes
Sharing right content with the right people
Discovery costs & risk management
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How Content Management Helps
Contribute Manage View & Notify
Browser
Windows Explorer
Email applications
Desktop applications
Capture paper
Forms
Security
Version control
Indexing for search
Metadata
Workflow
Expiration services
Project spaces
Conversion to Web formats (400+ file types)
Subscriptions
Email notifications
RSS feeds
Personalized environment
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Business Benefits
REDUCES COST
Automates
expensive, time
intensive, and
manual processes
Improves content
PRODUCTIVITY
Strengthens
customer service
and partner
relationships
Improves Improves content
accuracy
Makes content easier to find,
access, and reuse
Reduces costs for shipping,
printing, and storage
Improves
communication
Increases employee
effectiveness
Creates process efficiencies
Improves collaboration when
creating content
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Oracle Content ManagementPragmaticStrategy for all Enterprise Content Lifecycle
Create
Index
Store VersionCapture
Manage
PublishRetain
Cleanse
Search
Distribute
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ECM Strategy 1 Consolidation: Bring Critical Content into a Managed Environment
ECM
CaptureSecure
Why?
SecureVersionSearchRetainDispose
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ECM Strategy 2 Federation: Management Across All Content Stores, Including
Legacy Applications
E-Mail Archives Database
Enterprise
Applications
Physical Content
File ServersLegacy
Applications
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ECM Strategy 3 External Security: Manage Information Beyond Your Firewall
E-Mail Archives Database
Enterprise
Applications
Physical Content
File ServersLegacy
Applications
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Oracle Universal Content Management (UCM)Standard EditionStandard Edition
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UCM Standard Edition HighlightsDocument Management For Mid-size Businesses
Web-based application
For managing documents within Oracle Database or file systems
Entry level solution
With easy upgrade to enterprise-level ECMlevel ECM
Manage all file types
Documents, graphics, images, presentations, emails
Quick install, out-of-the-box solution
Heterogeneous support
Multiple platforms, databases, Web servers, browsers
Solution Examples: Policy and procedure mgmt Sales kits & marketing
collateral Internal knowledgebase ISO 9001 documentation Human Resources content Communication mgmt Online deal rooms
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An Out of the Box SolutionOracle UCM SE includes Built-in
Security
Personalization (no portal or
application server required!)
User management
Customizable portal layouts - Customizable portal layouts -
for unique look & feel
Workflow
Metadata & full text search
Forms
Conversion
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Content Check-InGetting Content into the System
Browser-based
Submit content from
anywhere!
Use Profiles - to pre-fill or
add default metadata
Check out content Check out content
Ensures single-source
Behind the scenes
Security - only the right
people view or edit
Index for search
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Desktop IntegrationsWindows Explorer Integration
Access Multiple
Servers Browse/Search Content
Drag-and-drop check-
in/checkout
Preview Pane & Right-click
menusmenus
Advanced Capabilities Preview Pane
Right Click Menus
Take Content Offline
Also available in Outlook
and Lotus Notes
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Desktop IntegrationsOffice Integration
Office Menu Check-in/Checkout Check-in/Checkout
Compare Documents
Insert links/files/images
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Content Check-InAdditional Capabilities
What if I want people to fill
out forms instead?
Use built-in Web Forms
Form submission saved
like any other item
What if contributors dont
like filling out metadata?
Profiles -
default and pre-fill values
Folders -
default values for drag and drop
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Finding ContentOnce its incan you find it again?
Search Profiles Tailored search screens for common content types
Search Within Drill-down approach
Quick Search Quick Search One-click search -narrowed by author, extension, etc.
Save Common Searches & URLs in Your Profiles Saved Searches
My URLs
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Accessing ContentDo you have the right application for viewing?
Automatic Conversions
HTML, JPEG, etc.
Web & wireless
Subscriptions
New revisions New revisions
New items that meet your
criteria - type, author, etc.
RSS feeds
Monitor whats new in the
system use RSS readers
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Approvals & Routing ContentWorkflow
Route items
automatically
Individuals
Groups
Edit, Review,
NotificationsNotifications
Email Notifications
Ad-hoc routing
Triggered by user
during check-in
(metadata)
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Organizing ContentPutting content into groups using Folios
Assemble, track, manage and access content as a group
Metadata & security
Workflow / routing
Subscriptions
View items as one document, presentation, PDF file, etc.presentation, PDF file, etc.
Download together
Yet, manage items separately
Different authors & metadata
Individual control over security permissions
Individual views and renditions
Ability to reuse
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Organizing ContentFolios Examples
Marketing materials
Group text, images, and layout files to produce communications
Sales kits
Group presentations, fact sheets, case studies, etc.
Policies and procedures Policies and procedures
Group into related processes
Reports
Manage subjects: competition, market opportunities
Presentation management
Dynamically assemble final presentations, incorporating official standard slides
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Create Projects SpacesFor document-centric collaboration
Web-based project meeting
rooms and workspaces
User-controlled, project space
creation
Document-level security
Discussion threads tied to content Discussion threads tied to content
Internal and external user support
(employees, partners and
customers)
Ad-hoc security & ad-hoc workflow
Multiple interfaces - email,
applications, Web, etc.
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Why Oracle Universal Content Management Standard Edition?
Java-based solution, ideal for heterogeneous environments
Microsoft, Linux and Unix operating systems; Active Directory and
LDAP; Oracle, SQL Server, DB2 databases; multiple Web servers
Collaborative Web-based solution - supports all file formats
Email, Microsoft Office, Project or Visio, Lotus SmartSuite, Sun
StarOffice, AutoCADStarOffice, AutoCAD
Industry leading content transformation capabilities
Robust enterprise feature-set
Document-level, role-based security; metadata management;
archiving/replication; multiple language support
Entry level solution that can grow to meet your needs
Add-on capabilities to enrich the solution
Easy upgrade to enterprise-level ECM
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Opportunities for UCM SE Upgrade to Enterprise UCM
Removes clustering, replication & integration license restrictions
Gain additional functionality
Advanced Document Management: Content Categorizer, Content Tracker, Report Parser, Web Parts for SharePoint
Web Content Management: Connection Server, Content Portlet Suite (JSR 168 portlets), Content Publisher, Site Studio, Site Studio Publisher
Digital Asset Management: Inbound Refinery (thumbnails), Image Manager, PDF Converter, TIFF Converter, Video Manager, XML ConverterManager, PDF Converter, TIFF Converter, Video Manager, XML Converter
Records and retention management: Records Management Corporate Edition, URM Adapter for Content Server
Content Integration Suite (integration with Java EE servers)
To upgrade, customers can easily migrate to a UCM license
New functionality added by simply installing components to existing implementation
No need to migrate servers!
No need to uninstall / reinstall!
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Opportunities for UCM SE Customers: Add-on products
Add-on other content management products
Oracle Content Conversion Server Install separate conversion server to generate thumbnails
Handles automatic conversion to PDF & XML, PDF watermarks, mainframe report parsing, & tracking
Oracle Information Rights Management Seals and encrypts content upon check-in Seals and encrypts content upon check-in
Protects copies downloaded to other systems or outside company - revoke access at any time!
User with Oracle Content Conversion Server to automatically generate sealed Web renditions
Oracle Document Capture and/or Distributed Document Capture Scan and check in paper-based documents into UCM SE
Centralized or decentralized (web-based) models
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Oracles ECM Solution Oracle Document Capture (& Distributed Capture)
Batch Scanning
Key Capabilities High-volume document capture
operations
Easily import emails, faxes and electronic
documents
Browser-based document scanning and
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Browser-based document scanning and
indexing at remote offices
Solutions Scanning paper documents for account
payable, fixed assets, credit and human
resources
Distributed capture in remote offices
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Oracles ECM Solution Document Capture
Document Capture High-volume document capture
operations
Easily import emails, faxes and electronic documents
Indexing
Streamlined key-from-image with pick lists and database look-ups
Automated indexing through barcode and optical character recognition
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Distributed Document Capture
Provides browser-based document scanning and indexing at remote office locations
Archiving
Images archived into Oracle ECM for integrations with business applications and processes
Can also archive to non-Oracle systems
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Oracle Document Capture
One capture system for all content types Identify, capture, and convert paper and
electronic documents (Word, Excel, PDFs,
etc.) into viable image formats to image-
enable your business applications
Automated indexing options
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Automated indexing options Streamline document indexing via database
linking, database linked pick lists, optical
character recognition (OCR), and bar code
recognition
Increased document processing efficiency Ensure a fast and efficient capture process
with production-level document scanning
and indexing
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Oracle Document Capture
Scan Recognition
High-volume scanning Any scanner via ISIS
or Adrenaline Automated indexing via
barcode recognition
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Import Index
Commit
Import from email, network folders, fax
and FTP servers
Streamlined key-from-image Zonal, ad-hoc OCR
Relational pick-lists and database lookups
Archive images into Oracle ECM
Also supports non-Oracle ECMs
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Scan User Interface
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Index User Interface
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Oracle Distributed Document Capture
Network
Import from
Folder
Desktop Scanning
Scan/IndexTWAIN
Multi-FunctionDevices
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Network TWAIN
Internet
Oracle Document Capture
Index Recognition Commit
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Broad directory support and SSO through FMW infrastructure
Web Based Capture Modernized user interface
built in ADF
Fully translated
and accessible
Distributed Document Capture 11g Capture in 11g
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Oracle Forms RecognitionExtract invoice data without templates or rules
Minimize errors and decrease labor costs (no keying from image) Process thousands of invoice formats with no rules, anchors, templates
or keyword libraries Extract invoice header and line data and match with POs
Classify: Content-based recognition & sorting
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Content-based recognition & sorting Document agnostic
Extract: Context-based data extraction Language independent
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Validate and Match: Leverage ERP data Fuzzy search for fault tolerant data validation
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2
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Oracle Forms RecognitionProcess Flow
Capture OCR
Classify Extract Export
Oracle Forms Recognition Output
ECM
Validate
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Verification
Reporting
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Oracles Approach:
OFR learns context around the data you need.
No need to explicitly define templates, anchors, zones or specific keywords.
Oracle Forms RecognitionA Learning Based Solution
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templates, anchors, zones or specific keywords.
A few document examples enable processing of many different documents .
Unmatched line-item table extraction.
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Oracle Imaging and Process ManagementI/PM 11g integrating Imaging and Workflow to Applications
Key Capabilities Platform for building imaging
applications
Complete solution: capture,
imaging, viewer, BPM, enterprise
report mgmt
Productized application integrations:
Oracle and other systems
Solutions
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Solutions Accounts payable and receivable
Expense processing
Forms processing
Contract management
Loan and mortgage processing
Claims and application processing
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Oracles ECM SolutionImaging and Process Management
Decrease storage, transportation and labor costs by getting rid of paper with
integrated document capture and imaging
Streamline operations by dramatically decreasing the time it takes for data
entry, and providing workflows for exception handling and approvals
Improve process visibility with real-time monitoring of key performance
Automates paper-intensive processes by integrating imaging and workflow Applications to:
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Improve process visibility with real-time monitoring of key performance
metrics and insight into process bottlenecks
Strengthen controls with complete content lifecycle management for
documents, including retention and records management
Workflow & MonitorExtract & IndexCapture ApproveAccessStore
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Oracles ECM Solution Web Content Management
Web Developer: Development & Architecture Expert Creates reusable code, layouts and templates
Controls permissions and exposed functionality
Creates solid architecture to efficiently manage hundreds of sites
Site Manager: Audience & Line of Business Expert Organizes /refines site navigation and structure
XML Data File
Ravenna Tower Speakers PX229
Sound that goes to the ceiling
With tweeters designed by birds and woofers designed by big dogs, Ravenna Tower speakers emit the clearest,
most powerful sound youve heard outside of the wild.
Region Template
Organizes /refines site navigation and structure
Picks layouts from a pre-defined list
Controls keywords in title and meta tags right from the Web site
Content Author: Content & Knowledge Expert Edits and adds content directly from the Web site
Previews changes in-context of the site
Reuses existing business content from Microsoft Word, PowerPoint, Excel, etc.
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Oracles ECM Solution Web Content Management
Desktop Integrations, Web GUI, Extended API
Web BrowserSite Studio
OOTBApp
MultipleWeb Sites
Document & Image Servicesconversion, indexing/search, metadata, workflow, security, revision control,
image capture, subscription, report parsing, usage tracking, discussion
Desktop Integrations, Web GUI, Extended API
Web Content ServicesWYSIWYG editing,
publishing, templates
Retention Servicesfile plans, expiration,
audit trail, archiving
Digital Asset Servicestransformation, delivery,
renditions, watermarks
Repository Servicescontent, file, and data management
UCM
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Oracles ECM Solution Digital Asset Management
Manages all file types
Photoshop, EPS, JPEG, TIFF,
BMP, Quicktime, Real, Windows
Media, AVI, MP3, etc.
Multiple renditions, multiple uses
Automatic conversion for viewing
all images -- even legacy formatsall images -- even legacy formats
Content Basket functionality for
easy downloading of multiple
images and video
Easy search and retrieval
Thumbnails, storyboards, and
closed caption
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Federate & Consolidate
Apply records and retention policies in place to any content in any system
Consolidate records
Electronic & physical records
DoD 5015 chapter 2 & 4 certified
Oracles ECM Solution Records Management
RecordsManager
Oracle
Universal
Records
Management
Discovery Services
Central Policy Management
PhysicalRecordsManager
NotificationServices
Adapter Adapter Adapter Adapter Adapter Adapter
AdapterServices
Transparent to business users
Work with familiar tools
Content stays in place
RM policies enforced automatically
Simple and flexible policy creation
Ships with the standard life-cycle triggers and actions
Add business-specific triggers and actions
Perform enterprise-wide holds and freezes
EmailArchive
3rd PartyECM
FileServers
MicrosoftSharePoint
Generic
OracleUCM
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Oracles ECM Solution Information Rights Management
Control information wherever used or stored
End user desktops inside & outside the firewall
Repositories (ECM), file shares etc.
Emails Emails
Protect documents fromunauthorized use and redistribution
Audit the use of confidential documents
Prevent outdated information from being used
Control the timeframe during which information can be accessed
Digitally shred or revoke access for no-longer-trusted parties
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CustomersDeutschland, sterreich, Schweiz
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Customer Case Study: Rolex
Customer Challenges Quality Management in manufacturing
Brand Management in marketing and sales
Managing business critical documents such as standard operating procedures, intellect-ual property, competitive intelligence, etc.
Solutions Started with Oracle UCM in manufacturing for quality management in 2001
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for quality management in 2001
Implemented Digital Asset Management for more than 200.000 marketing assets (brochures, images, photos, videos)
Company wide Enterprise Content Management, including DMS, WCMS, Portal integration, Records Management, Digital Asset Management
Customer Benefits Single universal infrastructure for all enterprise content
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Customer Case Study: Clariant
Clariant: global leader in the field of specialty chemicals
Customer Challenges One solution to cover document lifecycle management
Reduce content application diversity with central architecture and maintenance
Special regulatory compliance requirements in Chemical Industry
Solutions Standardized on a global Document Management System from Oracle
Reduced high number of isolated information
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Reduced high number of isolated information containers
Central toolbox for information workflows
Customer Benefits Single global document management platform
Enhanced operational efficiency
Cost savings through rapid deployments of new content applications on central infrastructure
Achieve old and new regulatory compliance (EN45000, IUCLID, REACH, etc.)
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PortalConnectors
OOTBWeb Apps
Mobile Delivery
Desktop & Office
Integrations
Application Connectors
Oracle ECMUnified and Integrated Content Management
Records & Retention Management
Secure Enterprise Search
Information Rights Management
Federated Content Management Services
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Oracle Database SecureFiles, AuditVault, Database Vault, RAC
3rd Party DB / FS
Core Content Services
3rd PartyDMS
Systems
ADAPTERS
Universal Content Management
Images Web content
DocumentsDigital Assets
Image & Process MgmtDocument Capture
Oracle Enterprise Content ManagementFUSIONMIDDLE-WARE
SOA, BPM
Identity Mgmt
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Oracle Enterprise Content ManagementPart of Oracle Fusion Middleware
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CompleteComplete IntegratedIntegratedOpenOpen Best of BreedBest of Breed
#1
Strategy Continuity
Broad & Deep
Offering
Lower Cost,
Lower Risk
Comprehensive
Offering
Less Effort
More Value
Designed to
Work Together
More Choice
Maximizes
Existing
Investments
Standards-
Based
Architecture
Robust, Proven
Industry leading
Software
Industry Leader
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Best ECM
Oracle ECMAnalyst and Industry Reviews
Leader
Enterprise Content Management
Records Management
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InfoWorld Magazine, February 2008
Leader
Enterprise Content Management
Web Content Management
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Oracle Content ManagementUnified and Integrated
Moving ECM from Point to Platform
Low Cost of Ownership
Unified ECM
High Return on Investment
Leveraging Fastest Growing
Middleware Stack
Effective Standardization Effective Standardization
Content Platform for the Enterprise
Improved Business Responsiveness
Content Management for
Enterprise Applications and Portal
Risk Mitigation
Federated Records Management
Information Rights Management
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Questions..