sharepoint and oracle webcenter: the benefits of an integrated content management system

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Presented by Jason Lamon and Greg Bollom, Fishbowl Solutions; John Klinke, Oracle Learn how to successfully integrate SharePoint and WebCenter, and how Fishbowl's SharePoint Connector can help!

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Page 1: SharePoint and Oracle WebCenter: The Benefits of an Integrated Content Management System

What is Your Main Interest in Attending this Webinar?

Poll Question

Page 2: SharePoint and Oracle WebCenter: The Benefits of an Integrated Content Management System

SharePoint and Oracle WebCenter: The Benefits of an Integrated Content Management System

Jason LamonMarketing

Fishbowl Solutions

Greg BollomProduct Development

Fishbowl Solutions

John KlinkeProduct Management

Oracle

November 21st, 2013

Page 3: SharePoint and Oracle WebCenter: The Benefits of an Integrated Content Management System

Agenda

+About Fishbowl and Oracle WebCenter+Achieving Integrated ECM+Value of Oracle WebCenter Content+SharePoint Connector Overview -

Fishbowl and Oracle+Use Cases +Fishbowl Connector Demo+Q & A

Page 4: SharePoint and Oracle WebCenter: The Benefits of an Integrated Content Management System

About Fishbowl Solutions

Experience+ Over 700 projects since founding in 1999+ Oracle “Gold” Partner+ Oracle “Public Sector Pillar Partner”

Expertise+ Portals and Content Management+ Enterprise Information Management+ Business Process Automation

Customer Successes+ Across verticals

Award Winning+ Forrester Groundswell Award - Mobile App+ Oracle Excellence Award+ Enterprise 2.0 Blazer

Page 5: SharePoint and Oracle WebCenter: The Benefits of an Integrated Content Management System

Leading WebCenter Innovations

WebCenter Mobile WebCenter Portals & Intranets

Google Search Integration 11g Upgrades

Page 6: SharePoint and Oracle WebCenter: The Benefits of an Integrated Content Management System

Oracle WebCenterConnecting People, Processes and Information

Page 7: SharePoint and Oracle WebCenter: The Benefits of an Integrated Content Management System

Oracle WebCenter ContentEnterprise Content Management

Better manage enterprise content to improve efficiencies, reduce costs, and minimize risks+ Scalable repository for all types of

unstructured content + End-to-end content lifecycle management+ Content-enable business processes + Pre-built application integrations

Page 8: SharePoint and Oracle WebCenter: The Benefits of an Integrated Content Management System

Oracle WebCenter ContentEnterprise Content Management

Traditional Content Management

• E-Business Suite• Siebel• PeopleSoft• JD Edwards

• Primavera• Documaker• Fusion Apps

• Self-Service Portals• Intranets, Extranets• Executive Dashboards• Case Management• Business Process Automation

Enterprise Applications Custom Applications

• Document Management• Imaging and Capture• Digital Asset Management• Records Management• Web Content Publishing

WebCenter Content

Content Repository

ApplicationAdapters

FMW InfrastructureEmbeddable Content

Management

Page 9: SharePoint and Oracle WebCenter: The Benefits of an Integrated Content Management System

Benefits of Integrated ECMSharePoint and Oracle WebCenter Content

Page 10: SharePoint and Oracle WebCenter: The Benefits of an Integrated Content Management System

SharePoint:Three Versions – Similar Problems

SharePoint Challenges:+Governance+Supporting previous versions+Volume of content+Upgrades

In Oracle Shops:+Application and other business

system integrations+ .Net instead of Java

Page 11: SharePoint and Oracle WebCenter: The Benefits of an Integrated Content Management System

Why Integrate SharePoint and WebCenter?

Source: AIIM – Industry Watch: SharePoint 2013 Clouding the Issues

Page 12: SharePoint and Oracle WebCenter: The Benefits of an Integrated Content Management System

Disconnected Content

Collaboration

Social NetworkingProject

Management

Content ManagementApplicationIntegration Records Mngmt

Impact

• Compliance risks• Decreased knowledge sharing - silos

• Difficult to content-enable applications

Page 13: SharePoint and Oracle WebCenter: The Benefits of an Integrated Content Management System

Connected Content

Collaboration

Social NetworkingProject

Management

Content ManagementApplicationIntegration

Impact

• Enhanced control and governance• Improved records management and retention

• Serve content to Oracle applications and systems

Records Mngmt

Page 14: SharePoint and Oracle WebCenter: The Benefits of an Integrated Content Management System

Content-Enabled Enterprise

SharePointCollaboration & Contribution

Oracle WebCenter Content

Document Management

Digital Asset Management

Capture & Imaging WCMRecords

Management

Multi-Channel Access & Delivery

• SharePoint Content

• Business Content

• Transactional Content

SharePoint Enterprise Portals

Internets & Intranets

ERP & CRM Mobile Access

• Project Plans• Marketing Collateral• Contracts • Records

• Invoices• Purchase Orders• Expense Reports

• Pictures• Videos• Web Content

Page 15: SharePoint and Oracle WebCenter: The Benefits of an Integrated Content Management System

Why Use WebCenter for Storage?

+ Governance and Compliance– Use cases not in line with organizational policies

and regulations– Orphaned sites/content

+ Cost Control– Site sprawl = SQL Server storage costs– Web Front Ends required to run

+ Maximizing Content Efficiency– Single authoritative source for

• Application integration• Business process workflows• Multi-site, multi-platform access

Page 16: SharePoint and Oracle WebCenter: The Benefits of an Integrated Content Management System

Achieving Integrated ECM

So, if you and your organization desire to:– Connect and manage content between systems– Streamline content sharing, access, and

distribution– Content-enable applications and other Oracle-

based systems

Then Fishbowl and Oracle can help through:– Connector integrations for multiple use cases– Proven strategies for content consolidation– Value-add implementation services

Page 17: SharePoint and Oracle WebCenter: The Benefits of an Integrated Content Management System

Which Connector Do I Choose?

Feature/Capability Fishbowl Solutions Oracle

SharePoint 2010 Support X X

SharePoint 2013 Support X (future)

WebCenter Content 10g to 11.1.1.7 Support

X

Flexible Mapping and Configuration

X X

User-Directed Storage X

Completely Transparent to SharePoint End Users

X X

No Duplication of Content X

Page 18: SharePoint and Oracle WebCenter: The Benefits of an Integrated Content Management System

Which Statement Most Closely Describes your Organization’s Interest in Integrating Content between SharePoint and Oracle WebCenter?

Poll Question

Page 19: SharePoint and Oracle WebCenter: The Benefits of an Integrated Content Management System

2012 Poll - Why Integrate?

39%

26%

18%16%

Page 20: SharePoint and Oracle WebCenter: The Benefits of an Integrated Content Management System

Fishbowl’s SharePoint Connector for WebCenter Content

Integration Options

Page 21: SharePoint and Oracle WebCenter: The Benefits of an Integrated Content Management System

Overview – Fishbowl’s Connector

+3+ years of R & D+Transparent or user-driven content storage+Flexible WebCenter Content storage options

for Microsoft SharePoint

Page 22: SharePoint and Oracle WebCenter: The Benefits of an Integrated Content Management System

Customer SuccessEnhanced Content Compliance and Retention for Energy Company

+ Major European Operator in the Energy Sector– Generate, distribute and trade electricity

+ Business Problems– SharePoint sprawl– No single source of truth– Compliance risks– Orphaned content

+ Prior Approach for Addressing Problem– Save copies in each repository

+ Expected Business and IT Benefits– Align with corporate governance strategy– Satisfies requirements for separate use cases– Eliminate SharePoint content stores– Ensure long-term retention of high-value business content

Page 23: SharePoint and Oracle WebCenter: The Benefits of an Integrated Content Management System

Version 2.0 to 3.0 Changes

Development Goal:+ Focus on flexibility, on-demand publishing,

and configurationMicrosoft’s Tech Direction:+ Remote Blob Storage (RBS)Development Tradeoff:+Duplicate file storage with ultimate

flexibility+ Event receivers used to maintain

synchronization vs. storage layerValue Add:+ Simple installation – no database configs

Flexible

Configurable

Reliable

Simple

Page 24: SharePoint and Oracle WebCenter: The Benefits of an Integrated Content Management System

Version 3.0 – Key Features

Data & Content Integrity• Metadata mapping• Synchronized version control• Managed content – Content edits occur in

SharePoint• Delete in SharePoint and retain in

WebCenterHighly Configurable

• Store based on library, folder location, file size or extension, user preferences, and more

Supported Environments:• Oracle WebCenter Content 10 and 11g• SharePoint 2010 and 2013

Page 25: SharePoint and Oracle WebCenter: The Benefits of an Integrated Content Management System

Fishbowl Use Case #1: Content Publishing

Business Scenario:+Marketing team uses SharePoint to create

collateral for product launch, web updates, demand gen activity, etc.

+Only final versions of content are published and stored in WebCenter Content for viewing and distribution

Feature for Use Case+ Store content only if published as

“Major Version”

Key Benefits+ Reduce content confusion+ Ensure content integrity and accuracy for

proper repurposing/distribution+ Leverage flexible SharePoint security

Page 26: SharePoint and Oracle WebCenter: The Benefits of an Integrated Content Management System

Fishbowl Use Case #2: Project Lifecycle Governance

Business Scenario:+ Legal teams uses SharePoint to collaborate on

company acquisition project+ At the end of the project, site needs to be

decommissioned (deleted) per company policy

Feature for Use Case+User invoked “Store in WebCenter” check box

Key Benefits+ Site arbiter determines content to be retained+ Replaces saving to desktop or file shares+ Ensure proper discovery

Compose

Manage

Distribute

Archive

Page 27: SharePoint and Oracle WebCenter: The Benefits of an Integrated Content Management System

Fishbowl Use Case #3:Business Specific Storage Requirements

+ Business Scenario– Top-level configuration that

can be overwritten – Driven by storage

requirements from each business unit/department

+ Feature for Use Case– Option to override parent

configurations

+ Key Benefits– Ensures only “high value”

assets stored and managed – Helps business units easily

adhere to corporate retention policies

Site

s &

Sub

-site

s

Fold

ers

with

in

Doc

umen

t Li

brar

y

Site Collection & Default Site

Central Admin

Operations Marketing HR

Benefits

Insurance Retirement Planning

Health Insurance

Life Insurance

Policy InfoHSA

Page 28: SharePoint and Oracle WebCenter: The Benefits of an Integrated Content Management System

Oracle’s SharePoint Connector for WebCenter Content

Integration Options

Page 29: SharePoint and Oracle WebCenter: The Benefits of an Integrated Content Management System

Oracle’s SharePoint ConnectorOverview

+ Released in 11.1.1.8

+ Completely transparent to SharePoint end users

+ Documents available from either system without duplication

+ SharePoint content is stored in WebCenter instead of SQL Server– Enterprise-Class Repository– Single Source of Truth– Access to files from outside SharePoint

WebCenterContent

Web Experience

Portal EnterpriseApps

Page 30: SharePoint and Oracle WebCenter: The Benefits of an Integrated Content Management System

Oracle’s SharePoint ConnectorKey Features

+ Flexible Storage Options– Store based on SharePoint hierarchy (farm, collection, site,

library), file size, file type

+ Data & Content Integrity– Metadata Mapping– Security Mapping– Access/Edit content from SharePoint– Manage content lifecycle in WebCenter

+ Supported Environments– WebCenter Content 11.1.1.8+– SharePoint 2010 or SharePoint 2013 (soon)

Page 31: SharePoint and Oracle WebCenter: The Benefits of an Integrated Content Management System

Oracle Use Case #1: Improve Performance

Business Scenario+ SQL Server having performance and/or scalability

problems

Solution+ Store all SharePoint content in WebCenter

Content

Key Benefits+ Eliminate performance problems for SharePoint

end-users+ Easily scale to multiple Terabytes of data+Manage all WebCenter and SharePoint content in

single, centralized location

Page 32: SharePoint and Oracle WebCenter: The Benefits of an Integrated Content Management System

Oracle Use Case #2: Improve Governance

Business Scenario+Need to improve Governance and Compliance

of SharePoint content

Solution+ Store all SharePoint content in WebCenter

Content

Key Benefits+Manage all WebCenter and SharePoint content

in single, centralized location+ Ensure proper records management and

retention

Page 33: SharePoint and Oracle WebCenter: The Benefits of an Integrated Content Management System

Oracle Use Case #3: Re-Use Content

Business Scenario+ Content trapped in SharePoint silos

Solution+ Store designated SharePoint content in

WebCenter Content

Key Benefits+ Access SharePoint content from outside

SharePoint– WebCenter Portal– WebCenter Sites– E-Business Suite– PeopleSoft– Siebel– JD Edwards

Page 34: SharePoint and Oracle WebCenter: The Benefits of an Integrated Content Management System

Use Case Summary

• Publish versions – distribute content • Site decommission – user selected • 1 Site, multiple configurations• SharePoint 2013

• Single source of truth• SQL Server replacement• Integrate SharePoint content with

business processes and applications

Page 35: SharePoint and Oracle WebCenter: The Benefits of an Integrated Content Management System

What Version of Oracle WebCenter Content and Microsoft SharePoint is Your Organization Using?

Poll Question

Page 36: SharePoint and Oracle WebCenter: The Benefits of an Integrated Content Management System

Demonstration – Fishbowl Solutions

Page 37: SharePoint and Oracle WebCenter: The Benefits of an Integrated Content Management System

Summary: Value of Integrated ECM

+Reduce Costs and Administration– Target administrative overhead– Attack content sprawl– Improve security and compliance

+Drive More Value from Content– Multi-channel access and delivery– Increase knowledge sharing

+ Integrations for Specific Use Cases– Transparent– User-driven

Page 38: SharePoint and Oracle WebCenter: The Benefits of an Integrated Content Management System

Next Steps

[email protected]

Define Use Case(s)

Demo for Use Case

Publishing, Retention

management, etc.

Match feature/function to organization’s

use case

Discuss

OutcomesExpectationsNext Steps

Page 39: SharePoint and Oracle WebCenter: The Benefits of an Integrated Content Management System

More Info about WebCenter

Twitter Facebook Blog LinkedIn

oracle.com/goto/webcenter

twitter.com/webcenter

facebook.com/webcenter

blogs.oracle.com/webcenter

linkd.in/ORCL_Social

[email protected]

Page 40: SharePoint and Oracle WebCenter: The Benefits of an Integrated Content Management System

Questions

Page 41: SharePoint and Oracle WebCenter: The Benefits of an Integrated Content Management System

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