ibm filenet ecm roadmap

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Disclaimer

Enterprise Content Management

© 2008 IBM Corporation

ECM RoadmapAgile ECM

Kenny Crum

3© 2008 IBM Corporation IBM CONFIDENTIAL

IOD 2008 | Enterprise Content Management

AIIM ECM Survey: 2008

More than 50% have no confidence in the integrity of their informationMore than 50% have no confidence in the integrity of their informationRiskRisk

ControlControl

PaperPaper

SimpleSimple Greater simplicity and consistency forend users neededGreater simplicity and consistency forend users needed

Everyone needs access to informationEveryone needs access to information

Volume & impact of paper is overwhelmingVolume & impact of paper is overwhelming

Source: AIIM “State of the Industry,” March 4, 2008



IBM Agile ECM helps companies make better decisions faster by:

● Managing all forms of content

● Optimizing associated business processes

● Enabling compliance

through an integratedinformation infrastructure

IBM Agile ECM empowering better decisions faster



IBM Agile ECM Product Strategy & Vision Guiding Principles

Active ContentDeliver information that is unified, accurate and in context with critical business processes and policy management.

1

Business AgilityProvide the right information to the right constituents at the right time in the right context to enable better decisions faster.

2

Enterprise ComplianceManage risk and automate compliance with records management, legal discovery and intelligent content archiving.

3

Content AnywhereManage content anywhere without requiring content migration.4

Pervasive and PersuasiveAccess, collaborate, and influence business decisions in new ways, making content a first-class source of decision-making insight

5


6 IBM Confidential

IBM Agile ECM Product Strategy

Active Content

Enterprise Compliance

Business Agility

Pervasive Persuasive

Content Anywhere



IBM Agile ECMempowering better decisions faster



Business Content Services

Transactional Content

Document Management

Content Integration & Federation

Content Management

IBM Filenet P8 4.5 Content Manager

New!

• DITA XML support• Office 2007 integration• Quickr integration

IBM Content Manager 8.4.1

IBM Content Manager On Demand 8.4.1

New!

• Active Content support• Lotus Quickr integration



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Ribbon BarECM Command

Group

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© 2008 IBM Corporation IBM CONFIDENTIAL


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Custom Task Pane

11



11

Custom Task Panes

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12

Quick Access Toolbar

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13

Custom Task Pane

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14

Custom Task Pane

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Office 2007 Features - Initial release Add documents via Entry Templates

Add Emails as .Msg files

Send email with P8 attachments (reference/copy)

Check In/ Check Out/ Cancel Checkout

Property updates

Basic Search

Recent Documents List

Favorites

Add Folders

Workplace XT aware

Preferences managed by P8 server

Single Sign On – Kerberos

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16 IBM Confidential

Announced 9/10/08: Content Management Interoperability Services (CMIS)

EMC, IBM AND MICROSOFT JOINTLY CREATEFIRST WEB SERVICES INTERFACE SPECIFICATION

FOR GREATER INTEROPERABILITY OF ENTERPRISE CONTENT MANAGEMENT SYSTEMS

Trio joined by Alfresco, OpenText, Oracle, and SAP in Development ofThe Content Management Interoperability Services (CMIS) Specification

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Design

Simulate

Execute

Optimize

Monitor

Content-centric Business Process Management

IBM Filenet P8 4.5 Business Process Manager

New!

• Composite Application support

• CM8 Integration


19 IBM Confidential

Page 19

Key Business Goals for BPM 4.5 (“Sonata”) Improved Process Design

experience

Shorten the time to build & deploy ECM applications

Increase the “Line of Business” appeal

An extensible platform with more frequent delivery of new service components


20 IBM Confidential

Page 20

Provide end-to-end ECM and BPM solutions across application development stages for multiple roles

“Agile ECM” in P8 4.5Realize time to value by accelerating the delivery of ECM and BPM solutions

Provide “Document and Diagram Mode” for business analysts

Enable better collaboration between business & IT users to deliver solutions

Why: product objective What: product features

Leverage Web 2.0 Mashups & widgets for faster application layout

Decrease cost & effort of developingECM and BPM solutions

Consolidate tools & add configura-tion features in Process Designer

Minimize steps and tools required to create and update solutions

Diagram & Document Review & Refine

Annotate DiagramAnnotate Diagram

Document Steps

Document Steps

DiagramDiagram

Define In-baskets

Define In-baskets

Define RolesDefine Roles

Review NeedsReview Needs

Complete & Validate

SimulateSimulate

ValidateValidate

ConfigureConfigure

Test & Deploy

DeployDeploy

CodeCode

TestTest

Business User Business Analyst IT Developer

IBM Enterprise Content Management

© 2008 IBM Corporation21 Why ECM September 2008

IBM Agile ECM Frameworksempowering better decisions faster

• Model-driven

• Component-based

• iWidgets

• Mashups

• Services oriented



Approach

Design Time

• FileNet Process Designer - Define processes, roles, in-baskets, associate Mashup pages with roles and process steps

• Lotus Mashups - create pages for end-user interface

Run Time

• User logs into Lotus Mashup Maker to view and process work



Step Processor Widgets

UI design in progressUI design

in progress

Document Viewer

Document Viewer

Step CompletionStep Completion

AttachmentsAttachments

Work DataWork Data

HeaderHeader



ECM Toolbar Widget – Send Wiring



Process Engine Enhancements - Overview

Roles

– Objectives

– Functionality

In-Baskets

– Objectives

– In-basket components

– Putting it all together – the database query

– Example in-basket query

Application Space

– Objectives

– Functionality

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Content Collection & Archiving

Advanced Classification

Records Management

eDiscovery, Search & Analytics

Compliance

IBM Content Collector

New!

• Extensible content support

• Powerful content processing

• Integrated ECM repository options

IBM eDiscovery Manager• Create and manage discovery casesIBM eDiscovery Analyzer• Assess and refine case collections

New!

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ECM PlatformECM Platform

Content Collection &

Archiving


Archiving

Records Management & Federation

Records Management & Federation

eDiscovery Management

& Analysis

eDiscovery Management

& Analysis

AdvancedClassification


PartnerSolutionsPartner

Solutions

Information InfrastructureInformation Infrastructure

ContentCompliance

Lifecycle

ContentCompliance

Lifecycle

IBM Strategy forEnterprise Content

Compliance & Discovery

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Source Connectors

11 22 33

Policy &

Task Routing

Engine

Task Connectors

IBM NATIVE FileNet P8 CM8 FileNet Image Services Tivoli Storage Manager

CUSTOM / OTHER Microsoft File System IBM Content Integrator CMIS

Target Connectors

MESSAGING / E-MAIL Microsoft Exchange Lotus Domino PST content Instant Messaging (3rd party) NSF content

FILE SYSTEMS Microsoft File System Desktops Other File Systems

OTHER Microsoft SharePoint Lotus Quickr IBM Content Integrator CMIS Tivoli Storage Manager Backup Tapes

CUSTOM API Support

INTERNAL TASKS Copy / Move / Delete / Stub De-Duplication Rules-Based Classification

EXTERNAL TASKS Records Declaration Advanced Classification Rendering (3rd party)

CUSTOM TASKS API Support / Partner Apps Encryption System Lookups 3rd Party Rules / Policy Mgt

Available nowFuture options

IBM Content Collection and Archiving ArchitectureModular and Extensible … Powered By New Task Routing

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What is Basic Content Services (BCS)?What is Basic Content Services (BCS)?

Source: Gartner PCC Conference March, 2007

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BCS and ECM TogetherBCS and ECM Together

Source: Gartner PCC Conference March, 2007

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Microsoft SharePoint integration

Integration consists of 2 separate installable packages

– IBM FileNet Connector for SharePoint Document Libraries V2.1

– IBM FileNet Connector for SharePoint Web Parts V2.1

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SharePoint

What is it?:

Collection of Web Parts which allow end users to interact with documents in FileNet P8 directly from the SharePoint browser UI

Why?:

Merges basic document management capabilities with the Microsoft collaborative user experience

Real-time access of P8 content from SharePoint – For example, captured images from other line of business applications which are not integrated with SharePoint.

Capabilities:

View/Browse/Search

Check in/out

Upload document

Edit

Edit properties

Delete

Personal Inbox (workflow tasks)

P8

Web Parts

Use Scenario #2

Supports:

WSS 3.0

MOSS 2007

IBM FileNet P8 4.0

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SharePoint IBM Browse


®

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SharePoint

P8

IBM FileNet Connector for SharePoint Document Libraries V2.1

What is it?: SharePoint is the initial authoring environment for content, however content will ultimately be swept

into and accessed from the IBM FileNet P8 repository.

Why?: Provides basic content services and collaboration, but customers need a secure and centrally

managed repository which will ensure corporate accountability

Businesses need to store their high value content in a central repository, however provide a seamless and automated way for content to transition into an ECM repository

Capabilities: SharePoint-created content is moved into and managed by the ECM repository;

and deleted from SharePoint

Retention of created-by, modified-by metadata

“Sweeping" of pre-existing SharePoint site content

Automatic SharePoint child site discovery

Central Configuration Utility with common repository

Supports:

WSS 3.0

MOSS 2007

IBM FileNet P8 4.0

Use Scenario #1

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DocClass

FilePlan

BPM

Content Manager, BPM &

Records Manager

Connector flow diagram

Transformation

Engine

Central Configuration

Utility

Monitors MOSS07 Libraries

Applies Rules and

Profiles

MOSS2007 andWindows SharePoint Services

Team SiteSharePoint Portal UI (Web Parts)

Browse P8 docs

Work on P8 tasks

Search P8 Docs…

Document Library

Other Web Parts for P8

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Market & Customer TrendsWorldwide ECM Market Forecast

15%CAGRto 2008

$3.9B

15%CAGRto 2008

$3.9B44% Email/Archiving44% Email/Archiving

15% Business Process Management15% Business Process Management

8% Document Management8% Document Management

8% Imaging8% Imaging

GrowthGrowth

27% Records Management27% Records Management

OutpacesOverall

Software Market

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Many organizations already planning to federate or migrate

email point solutions into a larger ECM strategy

Email Market is Evolving on Two Fronts

Email Archive Point Solutions Easier to Deploy and Maintain

Simple Archive Rules

Simple Retention Rules

Another Repository Silo

Evolving to Integrated Content Archiving

ECM Based Solutions Platform for Integrated Content Archiving

Context and Archive Rules

Comprehensive Retention, Hold and Destruction using full Records Management

Business Process Integration

Single Repository for All Archived Document Types

Characteristics of Both Archive Email and More

Mailbox Management

Support Legal Discovery

Email Supervision

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Search & Access

Classify & Organize

Analyze & Summarize

Deliver Content Insight

Content Discovery

IBM Content Analyzer• Discover insight

IBM Classification Module• Auto-classification engine

IBM OmniFind• Enterprise Search

IBM OmniFind• Discovery Edition

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IBM ECM Discovery VisionEnabling better business outcomes from enterprise content

From Chaos

to Order

New Visibility

& Insight

Disorganizedor Lost Content

Organized Contentin IBM ECM repositories

Insightful Contentvisibility & business insight

Content AccessIBM OmniFind Search

Content ClassificationIBM Classification Module

Search & AnalyticsSolutions

IBM Content AnalyzerIBM eDiscovery ManagerIBM eDiscovery Analyzer

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The IBM eDiscovery Best Practices SolutioneDiscovery Manager

Tool for authorized IT users to help respond to discovery requests from legal

Replaces and extends former eMail Search product; now runs on P8 and CM8

Provides key functions for IT response to eDiscovery:– Creating cases, user profiles, assigning users

to cases

– Managing ESI in place for multiple cases

– Searching and culling case relevant ESI

– Holding and locking down the result set automatically

– Preview for relevancy

– Built-in change audit tracking, reporting authenticity and chain of custody

– Exporting result set in native format for detailed attorney review

Built on and integrated with ECM platform to leverage proactive ESI management



Archiving


Archiving

RecordsManagement

RecordsManagement

eDiscovery Management & Analysis





ContentCompliance

Lifecycle

ContentCompliance

Lifecycle

1

32

4

5ECM PlatformECM Platform


Archiving


Archiving

RecordsManagement

RecordsManagement






ContentCompliance

Lifecycle

ContentCompliance

Lifecycle

11

3322

44

55

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The IBM eDiscovery Best Practices SolutioneDiscovery Analyzer

IBM eDiscovery Analyzer* – early case assessment and smart culling to increase agility and lower review cost

Tool for legal analysts and supporting specialists:

– Quickly reduce case matter to a much smaller and relevant data set

– Gain early insight into a case, understand key facts, locate key pieces of evidence, and form early case strategies

– Flag, organize and prioritize documents for review

– Gain a clear view of available case matter to effectively negotiate queries and term lists during Meet and Confer

– Preserve chain of custody to ensure security, audit ability, and defensibility

Integrates with and analyzes cases created by eDiscovery Manager



Archiving


Archiving

RecordsManagement

RecordsManagement






ContentCompliance

Lifecycle

ContentCompliance

Lifecycle

1

32

4

5ECM PlatformECM Platform


Archiving


Archiving

RecordsManagement

RecordsManagement






ContentCompliance

Lifecycle

ContentCompliance

Lifecycle

11

3322

44

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*IBM Confidential – unannounced product details

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Information Management Software | Enterprise Content Management

2009 Product Plan - Driving Themes

Expand IBM Leadership in Compliance and Discovery Offerings Deliver exclusive management of the complete content compliance lifecycle Drive new insight and business optimization through discovery offerings

Deliver the industry’s most robust, comprehensive ECM platform Fortify and simplify our ECM foundations Facilitate efficient, cost effective customer upgrades Deliver compelling value to our existing installed bases

Evolve portfolio into an “Agile ECM” platform Build nextgen application framework serving our entire portfolio, leveraging SWG breadth, and

foster an expanded ECM developer community Accelerate adoption with industry solutions investments

Expand ECM to everyone in the organization Deliver business content services, desktop integration and document management capabilities

differentiated value over and above Microsoft Leverage cross-IBM strengths and customer bases

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P8 4.x Upgrade

Why move to P8 4. x

Will my P8 3.5.x applications work?

Best Practices for Upgrades

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Why Move to P8 4.x?

Improved Architecture1

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Reason 1: Architectural Improvements

COM-based CE Requires Windows domain GCD resides on CE Separate CFS-IS engine CE, PE authenticate

separately PE supports vertical scaling

only CE file store service not

farmable

Java-based CE No domain requirement GCD moved to DB CFS-IS built into server Single LDAP interface

PE adds support for horizontal scaling via farms

Full core-CE horizontal scalability

P8 3.5.x P8 4.x

48

Why Move to P8 4.x?


2 Platform Independence

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Reason 2: Platform Independence

Operating Systems– Solaris

– AIX

– HP-UX (HP9000 and HP Integrity)

– Linux (CE and AE)

– Windows

– System z on Linux – P8 4.5

Databases– MS SQL

– Oracle

– DB2

You can mix and match in an

environment!

You can mix and match in an

environment!

50

Platform Independence (continued)

Application Servers– IBM WebSphere– BEA WebLogic– JBoss

Directory Servers– MS Active Directory– IBM Directory Server– Novell eDirectory– Sun Java Directory Server– MS ADAM– Oracle Internet Directory

(Q2 2009)

51

Why Move to P8 4.x?


2

3

Platform Independence

Flexibility and Scalability

52

Reason 3: Flexibility and Scalability

Content Engine & Application Engine– Traditional scalability options

• Vertical scalability • Horizontal scalability

– J2EE scalability • Traditional horizontal and vertical options• Multiple JVMs on a single server

53

J2EE Scalability Options – Traditional Horizontal Scalability

Physical ServerPhysical Server

JVMJVM

Port 7001Port 7001


JVMJVM

Port 7001Port 7001


JVMJVM

Port 7001Port 7001


JVMJVM

Port 7001Port 7001

54

J2EE Scalability Options – Hybrid Option


JVM 1JVM 1

Port 7001Port 7001JVM 2JVM 2

Port 7002Port 7002

JVM 3JVM 3

Port 7003Port 7003JVM 4JVM 4

Port 7004Port 7004

55

Process Engine What’s new?

– Server farming– All servers are active!

What does this mean?– Servers are never idle– Increased workload capacity

with low-cost servers– Virtually no failover time!

56

Why Move to P8 4.x?


2

3

4



Performance

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Reason 4: Performance

Retrieval rate of approximately 8 million documents per hour

Ingestion rate of approximately 6 million documents per hour

Extrapolated rates– Retrieval: 144 million objects over 24 hours– Ingestion: 96 million objects over 24 hours

Near linear growth in throughput Near linear growth in CPU utilization

58

Why Move to P8 4.x?


2

3

4



Performance

5 New Capabilities and Features

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Reason 5: New Capabilities and Features

Integration with Office 2007 and Sharepoint Integration with Lotus Quickr New DITA support for ADM Improved Enterprise Deployments

– Improved Caching– Enterprise Site Topology– Open SSO Support

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Integration with WebSphere Tooling– Modeler, Monitor, Process Server, WSRR

Visio for process design Farming for high availability Isolated region backup & restore

P8 4.5 provides Agile ECM using iWidgetsProvide end-to-end ECM and BPM solutions across application development stages for multiple roles

Business User Business Analyst IT Developer

61


Improved Install/Upgrade Process

– Separate installation and configuration tools

– Version skipping

– Staged upgrades by component set

Improved Application Deployment

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Topics

Why move to P8 4. x



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Application Development Considerations

P8 4.x provides several API compatibility layers which applications can continue to use

Applications that do not need to utilize 4.x features require no transformation

Applications that need to leverage new features of 4.x will require modification

64

P8 Content APIs Overview

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Application Development Considerations Cont’d Existing applications which utilize Content or Process

Engine 3.5.x Java APIs can take advantage of backwards compatibility provided by 4.x

3.x COM API can leverage 4.x backward compatibility but may require code changes

.NET applications using COM interoperability to access P8 will no longer work with P8 4.x

Be aware of event action changes

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Topics

Why move to P8 4.x



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Upgrade Process: A Three Phase Approach

1.Planning

2.Pre-Upgrade activities

3.Upgrade activities

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Phase 1: Upgrade Planning

Category 1 – AE, PE and CE utilize existing hardware and no

changes to existing P8 environment Category 2

– Introduction of new hardware with no changes to underlying platform

Category 3 – Leveraging new technologies introduced with the P8 4.x

release

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Phase 1: Upgrade Planning

Complete review of the system architecture and functionality

Identification of technical resources

Collect all pertinent system prerequisites and configuration info

70

Phase 2: Pre-Upgrade

Ensure that P8 components are at the required versions

Install and configure new hardware, if required

Install and configure new required 3rd-party applications

Install P8 4.x core elements and validate functionality

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Phase 3: Upgrade

Upgrade core platform components

– Upgrade only after all issues on DEV and QA systems are resolved and understood

Upgrade additional components, Add-on’s

Have development staff review all custom applications to ensure functionality on DEV and QA systems, and implement fixes if needed

72

Why Move to P8 4.x?


2

3

4



Performance

5 New Capabilities and Features

73

Summary

Lots of new capabilities with P8 4.x

Old work is easily re-used and leveraged

Upgrade requires a bit of planning, but is worth the investment!

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Questions

ibm filenet ecm roadmap

Technology

forms of content

content migration

ibm logo

content manager new

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