ECM Essentials - IBM FileNet CM

IBM FileNet Content Manager (CM)
ECM Essentials
2007 IBM Corporation
Information Management software | Enterprise Content Management
Learning Objectives
IBM FileNet Content Manager (CM)
Definition
Business Challenges
Differentiators
Features and Benefits
What is Content?
It is the information that is setting up

competitive differentiation, not specifically
products and processes. It is the information
around both these things that creates a
competitive advantage.
What is Content?
Content drives business and enables better, faster
decisions
Unstructured information
Both static and dynamic
From scanned images and electronic documents to complex
forms and even rich media
Structured and semi-structured information

From emails and instant messages to electronic forms, XML
and even business process data
What is Content Management?

More than document management
Diverse, growing set of content types and management required
Much more than simple storage and retrieval

Control and automate content creation, review, revision and
approval
Serve content within business processes
Work collaboratively across geographies
Declare, retain and destroy records
Control and audit access to information
Transform and deliver information through multiple channels
Key Principles | Content Management

Content Management
Reuse
Access
Control
Reuse of existing content to drive efficiency

Access to the best information, across the enterprise
Control of information to ensure security, compliance
Core Content Manager Capabilities

How we manage
each piece of
content through
its own unique
lifecycle and
what rules and
processes do we
enforce at each
stage in the
lifecycle
Content Manager
Lifecycle Management
Workflow & Routing
Library Services
Search
How we rapidly
find and retrieve
information
How we control
access to critical
information
How we distribute
work and
information
Archive
Security & Access
Management
How we logically
organize and
browse
information within
the repository
How we manage
the storage and
archiving of
information
Business Challenges
ECM Essentials
Why is Content Management So Critical?

80% of corporate info is unstructured
Lesser info quality damages brand
Increasingly global, 24/7 operations
Renewed interest in information
security, storage and retention
Content volumes rapidly increase
the management
of information is
now paramount, as
there is no end in
sight to the
increasing volume
and velocity of
various types of
content.
Gartner, Inc.
September, 2005
Business Drivers
Productivity &
Performance
Compliance
Technology
Standardization
Process optimization
Basel II / Risk
Management
Standards support
Customer service
SEC 17a-4
Manageability
Reduction of costs
Sarbanes-Oxley
Reduction of vendors
Improved lifecycle
management
Litigation
Connectivity &
interoperability
Systems integration
Email & records
Scalability and HA/DR
10
Business Drivers
Productivity &
Performance
Compliance
Technology
Standardization
Process optimization
Basel II / Risk
Management
Standards support
Customer service
SEC 17a-4
Manageability
Reduction of costs
Sarbanes-Oxley
Reduction of vendors
Improved lifecycle
management
Litigation
Connectivity &
interoperability
Systems integration
Email & records
Scalability and HA/DR
11
Opportunities for ROI

Productivity
Active Content
Comprehensive lifecycle management
Cost Reduction
Integration with existing applications
Facile user interface
Customer Service
Integrated, automated publishing
Portal integration
Compliance
Controlled access to business information
Access tracking for audit
To automate business
processes, people and
devices must have
immediate access to
structured and
unstructured data.
Human-oriented
content (which
includes wordprocessing files,
presentations and rich
media) comprises
more than 80 percent
of a company's
information stores.
Gartner, Inc.
February, 2005
12
Differentiators
ECM Essentials
13
Competitive Differentiators
Content + process = Active Content
Out of the Box integration with IBM
FileNet P8
Storage and platform agnostic
Content Federation Services
Integration with Microsoft SharePoint
Proven scalability and performance
IBM FileNet's P8
platform serves as
the company's nextgeneration
architecture, and
P8's business
process
management (BPM)
capabilities are the
key technology that
differentiates IBM
FileNet from its
competitors.
Gartner, Inc.
November, 2005
14
Competitive Differentiators
Content + process = Active Content
Out of the Box integration with IBM
FileNet P8
Storage and platform agnostic
Integration with Microsoft SharePoint
Proven scalability and performance
IBM FileNet's P8
platform serves as
the company's nextgeneration
architecture, and
P8's business
process
management (BPM)
capabilities are the
key technology that
differentiates IBM
FileNet from its
competitors.
Gartner, Inc.
November, 2005
15
Content + Process = Active Content

Event-based
architecture
Recognizes
content related
events, initiates
automatic
responses
Eliminates latency
in business
processes
Create
Update
Demote
Promote
Approve
Change
Review &
Release
Delete
Check-in
Check-out
Email
Notification
Loan Event /
Change
Notification
Lifecycle
Policies
Lifecycle
Actions
Lifecycle
Events
Render &
Deploy
Version
Update
Enterprise
Applications
16

IBM FileNet P8 Enterprise Catalog Services
IBM FileNet P8 Content Federation Services
IBM FileNet P8 Remote Content
Connectors
IBM FileNet P8 Image

Repositories
IBM FileNet P8
Content
Repositories
Network File
Systems
Non-IBM FileNet Imaging

and
Content Management
Repositories
17
Benefits | Content Federation Services

Single master metadata model
Not federated search and retrieval
Content appears as a native IBM FileNet P8 object

Native integration for Image Services
Any federated repository acts as an object store under
IBM FileNet P8
18
SharePoint Integration | 3 Integration Modules

Windows SharePoint Services (WSS)
Integration, Transfer Agent
Shares content between SharePoint
and IBM FileNet P8
WSS Integration, Web Parts

Document & task management
portlets
SharePoint Portal Server (SPS),

Search Integration
Protocol Handler
Scheduled synchronization between
SPS and IBM FileNet P8 or Content
Services
19
SharePoint Integration | 3 Integration Modules

Windows SharePoint Services (WSS)
Integration, Transfer Agent
Shares content between SharePoint
and IBM FileNet P8
WSS Integration, Web Parts

Document & task management
portlets
SharePoint Portal Server (SPS),

Search Integration
Protocol Handler
Scheduled synchronization between
SPS and IBM FileNet P8 or Content
Services
20
Office 2007 Integration Under Review

Office/SharePoint collaboration with IBM FileNet
Content Manager
Middleware to support non-Microsoft platforms and
storage options
IBM FileNet can serve non- Microsoft content
IBM FileNet can store Office 12 content
WWF integration into IBM FileNet Business Process

Management
Coordination with non- Microsoft process management
solutions
Office 12 Records Management with IBM FileNet

DOD-certified Records Management
21
Features and Benefits
ECM Essentials
22
Business Benefits
Enhance Productivity
Active Content
Comprehensive lifecycle management
Reduce Costs
Integration with desktop applications and WebDAV
support
Easy to use, fully customizable user interface
23
Business Benefits
Improve Customer Service
Integrated and automated content publishing
Portal integration
Support Security and Compliance

Document security and access management
Comprehensive auditing and tracking
24
Key ECM Capabilities Address Business

Drivers
IBM FileNet Content Manager
Reuse
Productivity
Access
Customer Service
Control
Compliance
Cost Reduction
25
Features
Customer Benefits
Event-driven
architecture and
Active Content
Permits immediate reactions to

business events and enables driving
activities to completion
Out of the Box

Workflow
capabilities
Streamlines approval processes and

reduces time-to-market
Comprehensive
lifecycle
management
Library Services support better, faster

decisions
26
Features
Customer Benefits
Document entry
wizards
Efficient addition and management of

new content
Subscriptions and
notifications
Enables customers to subscribe to

and receive notifications of changes
to content
27
Reduce Costs
Features
Integration with
desktop applications
and WebDAV support
Highly flexible
integration
architecture
Standards-based
architecture
Easy to use, fully
customizable UI
Customer Benefits
Allows users to remain in common
desktop productivity applications for
nearly all of the document management
needs
Integrates enterprise applications in
business processes
Integration with other enterprise
applications for open architecture
Speeds deployment and lessens training
burden
28
Improve Customer Service

Features
Customer Benefits
Content Federation
Services (Optional)
Provides comprehensive, cross-platform

access to unstructured information
throughout the enterprise
Integrated and
automated content
publishing
Reuses existing content to enable better

communications with customers, across
multiple delivery channels
Enterprise portal
integration
Allows self service options
29
Support Security/Compliance
Features
Customer Benefits
Fine-grained
document security
and access
management
Comprehensive audit
and tracking
capabilities
Supports authentication solutions and also

provides object-level access control
Enables tracking and auditing of access to

any object stored in the IBM FileNet P8
repository
30
Case Study | Global Engineering Company

Established in 1980
Headquartered in
Houston, Texas
EPC: Engineering,
Procurement and
Construction
Global organization
with offices in Kuwait,
France, China, Trinidad
and Angola
Seek to leverage
automated systems
and processes to
achieve high quality,
efficient project
success
From Panagon CS to P8 Content

Manager
Reduced dependence on custom
coding
Traditional content management

solution
Storage, control and liability
management
Documents are contractually

obligated
Managing Documents Managing
Risk
Delivery of project documentation is

critical
31
Case Study | One Company, Many Projects

Staff organized by departments
Multiple projects with own cost, profitability and resource
requirements
Electrical
PES
Organizational
Management
D
e
p
a
r
t
m
e
n
t
s
Piping
Project
A
Object
Store 1
Project
B
XML
Manifest
Structural
Project
Management
Procurement
Project
Controls
Project
N
Object
Store 2
32
Case Study | Key Project Requirements

Formal and controlled document lifecycle
Rigid segregation of draft versions from issued revisions
Controlled content creation
Changing security and access requirements
On a per-project basis
Ability to cohesively manage multiple types of document content

Provide project-driven set-up, auditing, and reporting tools
Draft Collaboration
Checking
Approval
Revision Issue
Project
Team
Security
Discipline
Invited
Group
ISO
Restricted
ISO
Restricted
Open
Communication
33
Case Study | Architectural Comparison

FN Web Client
MDR
(out of the box)
(custom)
Components
http
JJ
aa
vv
aa
ISS
ISS Services
Services
Web
Web
services
services
MDR DLL
Panagon
Panagon API
API
ADO
ADO
Security
Owner update
WIP / REL Relationship
structure
File/Folder Creation
Login
FNNumber
Web
Document
Content Engine
Apache
Apache Web
Web Server
Server
Client
SOAP
SOAP Listener
Listener
MS IIS Server
IP
Network
FS
FS
FS
FS
FS
FS
P-API
P-API
CS
CS
FileNet Content Server
Panagon
Panagon
CVL
CVL
SQL
httpStatements
Stored procedures
Table schema
COM
COM API
API
Triggers
Triggers
J2EE Web
Application Server
FileNet
FileNet
MDR
MDR
JSP
XML
JAVA
Database
Check-in
XML
JAVA
HTML Check-in
JSP
Database HTML
(revisions)
(revisions)
BEA
BEA Web
Web Logic
Logic
MS SQL Server
Repository
Repository
Structure
Structure
Document
Document
Creation
Creation
WIP
WIP // REL
REL
Publish
Publish
Security
Security
Workflow
Workflow
Document
Document
Number
Number
Check-In
Check-In
Revisions
Revisions
Multi-Doc
Multi-Doc
Add
Add
File
File Folder
Folder
Content
Content Engine
Engine Services
Services
Java
Java API
API
OLEDB
OLEDB
LDAP
LDAP
TCP IP
SOAP/http
Active
Active
Directory
Directory
FS
FS
FS
FS
FileNet
FileNetCE
CE
Database
Database
MS SQL Server
34
Case Study | Customer Testimonial

configure, not custom-build, a core application
framework supporting our business process
requirements.
In our opinion, IBM FileNet read our minds with Content
Manager.
Content Manager has freed us to focus our development
energies on the bigger picture data integration and
work process integration that provides us even greater
ROI to our organization.
35
Knowledge Checkpoint
36
This concludes ECM Essentials: Content Manager. After completing:

1.
2.
3.
4.
ECM Essentials:
ECM Essentials:
ECM Essentials:
ECM Essentials:
Content Manager #201785

Image Manager Active Edition #201786
Team Collaboration Manager #201787
Web Content Manager #201788
you will be ready to take the ECM Essentials: Content Exam CT5678T.
All IBM FileNet course materials, whether delivered as printed or electronic files, are protected by copyright. No part of this publication may
be reproduced in any form by any means without prior written authorization of IBM. This publication is provided for educational purposes
only. Any product specifications are subject to change without notice. Copyright 2007 FileNet, an IBM Company. All Rights Reserved.
37

ECM Essentials - IBM FileNet CM

Hochgeladen von

Dokumentinformationen

Originaltitel

Copyright

Verfügbare Formate

Dieses Dokument teilen

Dokument teilen oder einbetten

Freigabeoptionen

Stufen Sie dieses Dokument als nützlich ein?

Sind diese Inhalte unangemessen?

Copyright:

Verfügbare Formate

ECM Essentials - IBM FileNet CM

Hochgeladen von

Copyright:

Verfügbare Formate

IBM FileNet Content Manager (CM)

2007 IBM Corporation

Information Management software | Enterprise Content Management

2007 IBM Corporation

Information Management software | Enterprise Content Management

It is the information that is setting up

2007 IBM Corporation

Information Management software | Enterprise Content Management

Structured and semi-structured information

2007 IBM Corporation

Information Management software | Enterprise Content Management

What is Content Management?

Much more than simple storage and retrieval

2007 IBM Corporation

Information Management software | Enterprise Content Management

Key Principles | Content Management

Reuse of existing content to drive efficiency

2007 IBM Corporation

Information Management software | Enterprise Content Management

Core Content Manager Capabilities

2007 IBM Corporation

2007 IBM Corporation

Information Management software | Enterprise Content Management

Why is Content Management So Critical?

2007 IBM Corporation

Information Management software | Enterprise Content Management

Email & records

Scalability and HA/DR

2007 IBM Corporation

Information Management software | Enterprise Content Management

Email & records

Scalability and HA/DR

2007 IBM Corporation

Information Management software | Enterprise Content Management

Opportunities for ROI

2007 IBM Corporation

2007 IBM Corporation

Information Management software | Enterprise Content Management

2007 IBM Corporation

Information Management software | Enterprise Content Management

2007 IBM Corporation

Information Management software | Enterprise Content Management

Content + Process = Active Content

2007 IBM Corporation

Information Management software | Enterprise Content Management

Content Federation Services

IBM FileNet P8 Image

2007 IBM Corporation

Non-IBM FileNet Imaging

Information Management software | Enterprise Content Management

Benefits | Content Federation Services

Content appears as a native IBM FileNet P8 object

2007 IBM Corporation

Information Management software | Enterprise Content Management

SharePoint Integration | 3 Integration Modules

WSS Integration, Web Parts

SharePoint Portal Server (SPS),

Information Management software | Enterprise Content Management

SharePoint Integration | 3 Integration Modules

WSS Integration, Web Parts

SharePoint Portal Server (SPS),

Information Management software | Enterprise Content Management

Office 2007 Integration Under Review