how confluence plays well with others — from crm to sharepoint

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Robert Castaneda, CEO - CustomWare Integrating Confluence with Enterprise Apps

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Confluence is often at the center of a number of different enterprise systems. This session discusses different integration scenarios with Confluence and common enterprise systems, like portals and SharePoint.Customer Speakers: Peter Jones of Autodesk, Charles Hall of EADS AstriumPartner Speaker: Rob Castaneda of CustomwareKey Takeaways: * Common Confluence integration scenarios and approaches * Understanding Confluence's role alongside other collaboration tools

TRANSCRIPT

Page 1: How Confluence Plays Well with Others — from CRM to SharePoint

Robert Castaneda, CEO - CustomWare

Integrating Confluence with Enterprise Apps

Page 2: How Confluence Plays Well with Others — from CRM to SharePoint
Page 3: How Confluence Plays Well with Others — from CRM to SharePoint
Page 4: How Confluence Plays Well with Others — from CRM to SharePoint
Page 5: How Confluence Plays Well with Others — from CRM to SharePoint

Integrating Data and Systems

  Where does data really live?   Pass by value vs Pass by reference   The evolution of an idea

o Unstructured Knowledge Capture – Wiki o Structured Data – Enterprise System

Page 6: How Confluence Plays Well with Others — from CRM to SharePoint

Example – CRM Integration (Pass by Reference)

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Social Integration – Feedback System

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Business Veolocity

Copyright © 2001-2009 CustomWare

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Charles Hall, EADS Astrium Ltd Mark Boxall, Chapter 26

Integrating Confluence with BEA Aqualogic

Portal

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Who we are

Europe’s leading satellite manufacturer, number 3 worldwide.

www.astrium.eads.net

A Specialist Solutions provider for colllaborative business systems.

www.chapter26.com

Page 14: How Confluence Plays Well with Others — from CRM to SharePoint

Astrium Portal

  BEA Aqualogic Interaction 6.1, aka ALUI

Aqualogic User Interaction

Collaboration Publisher Analytics

Federated Search

Server API Remote API

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Astrium Portal

  Why use the Portal as a starting point? o Strategic platform for all new web

applications o Offers users single sign-on o Over 2,000 monthly unique users from user

population of 10,000

Page 16: How Confluence Plays Well with Others — from CRM to SharePoint

Collaboration Landscape

Instant Messaging

and P2P

Calendar

Blogs

Net Meeting

s

Email

Ad hoc Structured Collaboration Scope

Webinars

Per

sona

l E

nter

pris

e C

olla

bora

tive

Scal

e

Collaborative Document

Management

Source: Butler Group

Portals

Shared Workspaces

Wikis

Page 17: How Confluence Plays Well with Others — from CRM to SharePoint

ALUI: Communities & Portlets   Communities

o Shared workspace for a group of users o A container for projects

  Projects o Offers shared calendar, document space,

action tracking, forums   Portlets

o Applications shown within a personal or community page

Page 18: How Confluence Plays Well with Others — from CRM to SharePoint

Portal & Wiki – The Vision

  Integrated into Communities

Page 19: How Confluence Plays Well with Others — from CRM to SharePoint

Portal & Wiki - Feedback

  Does the wiki replace the portal?

  Can you improve access to the wiki?

Page 20: How Confluence Plays Well with Others — from CRM to SharePoint

Evolution

  Vision of wiki spaces mapping to communities too restrictive

Personal Wiki Portlet provides more general access

Page 21: How Confluence Plays Well with Others — from CRM to SharePoint

Evolution

  Users want a seamless experience o Upload documents from the wiki UI into

Portal Collaboration

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Evolution

  Chapter 26 & Astrium partner again to develop a server-side web service to return a login token, for use within a custom Confluence plug-in

  Specifically for uploading documents from Confluence into Portal in a seamless fashion.

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Solution Architecture

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Linking things up

  Community Portlet - Scenario 1   Federated Search - Scenario 2   Single Sign On - Scenario 3

Page 25: How Confluence Plays Well with Others — from CRM to SharePoint

Linking things up

  Community Portlet

Page 26: How Confluence Plays Well with Others — from CRM to SharePoint

Linking things up

  Community Portlet o Uses Portal user identity to request login

token from the SSO Plugin o Token appended to URLʼs within the portlet

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Page 33: How Confluence Plays Well with Others — from CRM to SharePoint

Linking things up

  Federated Search

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Linking things up

  Single Sign On

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Linking things up

  Direct access to a wiki page: o Portal allows a URL to be constructed which

targets a given portlet o Querystring parameters dictate target of

Wiki portlet (space key, page id)   Advantages:

o Seamless authentication, direct passage to the wiki page

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Q & A

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…and a little SharePoint too

Autodesk and Wiki

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Collaboration Systems at Autodesk

Jira

Wiki

Salesforce

SharepointJira

SharePoint

Clarify

Perforce

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SharePoint Connector for Confluence

Wiki

SharepointSharePoint SharePoint

  Document management (versions, access)   “Face” to other groups in company   Calendars and lists  Expose Wiki content via connector  Company Standard  Managed by divisional and outsourced groups

Wiki  Project pages  Team spaces  Less structured information

  How-to pages, etc  Managed by divisional team  Expose SharePoint content via connector

Page 50: How Confluence Plays Well with Others — from CRM to SharePoint

Blend the two “Shiki” and “WherePoint”

Wiki SharepointSharePoint

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The Details

Wiki SharepointSharePoint

{sp‐list}*wanttoexposecalendarview/uifromSharepointinWiki;Canonlydolistscurrently*wantfilteredlistsorabilitytoreference/showaview‐as‐a‐list*wantcontroloflistsor@ng

EnableLDAP*renamingusernamesdifficult

TwoInstances/ApprovalProcess*approvalprocessbeforedeployment*outsourcedinstancenotyetdeployed*

PageWeb‐part*tablesor@ngdiffersandmissing

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Questions?