Oracle Enterprise Content Management

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.

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or out-of-date information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?

Why Manage Content?

Costs Content Explosion

Compliance& Security

Expensive, time intensive,

manual processes

Sharing right content with the right people

Discovery costs & risk management

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

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

Oracle Content ManagementPragmaticStrategy for all Enterprise Content Lifecycle

Create

Index

Store VersionCapture

Manage

PublishRetain

Cleanse

Search

Distribute

ECM Strategy 1 Consolidation: Bring Critical Content into a Managed Environment

ECM

CaptureSecure

Why?

SecureVersionSearchRetainDispose

ECM Strategy 2 Federation: Management Across All Content Stores, Including

Legacy Applications

E-Mail Archives Database

Enterprise

Applications

Physical Content

File ServersLegacy

Applications

ECM Strategy 3 External Security: Manage Information Beyond Your Firewall

E-Mail Archives Database

Enterprise

Applications

Physical Content

File ServersLegacy

Applications

Oracle Universal Content Management (UCM)Standard EditionStandard Edition

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

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

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

Desktop IntegrationsOffice Integration

Office Menu Check-in/Checkout Check-in/Checkout

Compare Documents

Insert links/files/images

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

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

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

Approvals & Routing ContentWorkflow

Route items

automatically

Individuals

Groups

Edit, Review,

NotificationsNotifications

Email Notifications

Ad-hoc routing

Triggered by user

during check-in

(metadata)

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

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

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.

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

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!

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

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

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

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

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

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

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

1

2

1

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Content-based recognition & sorting Document agnostic

Extract: Context-based data extraction Language independent

2

Validate and Match: Leverage ERP data Fuzzy search for fault tolerant data validation

3

1

2

3

2

3

Oracle Forms RecognitionProcess Flow

Capture OCR

Classify Extract Export

Oracle Forms Recognition Output

ECM

Validate

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Verification

Reporting

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.

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

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

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.

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

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

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

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

CustomersDeutschland, sterreich, Schweiz

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

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.)

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

Oracle Enterprise Content ManagementPart of Oracle Fusion Middleware

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

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

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

Questions..