IBM Content Navigator

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1 IBM Content Navigator Sven Hapke Dirk Jahn

2 Agenda Überblick IBM Content Navigator V2.0 Bisherige Funktionen & Highlights Demo Ausblick Überblick IBM Content Navigator Demo Anpassungsmöglichkeiten - IBM Content Navigator

3 IBM Content Navigator Released on June, 29 th ICA v3.0 Text Search limited use (for CM8 and P8) included Access to documents: FileNet Content Manager IBM Content Manager Content Manager OnDemand CMIS (tech preview) ICA text search Desktop and mobile Browser application and UI toolkit ios mobile application (Released on July, 13th)

4 Production Imaging, reports and statements Favorites Searching Normal/Advanced search Saved Searches Business processes Work assignment Viewing & Annotations Multiple Searches Role based in-baskets Tabbed and side by side viewing

5 Collaborative content management Thumbnails Document authoring Folder organization Property and text search Checkin/out Classification and taxonomy Flexible security Review/approve External Data integration Thumbnail and preview Document Preview

6 External data services OOTB UI functionality Applies to add document, checkin, modify properties, search External choice lists Dependencies between properties Default or dynamic values Property value and format validation Dynamic properties Database CRM ERP Custom

7 Business self provisioning Template Teamspace Deploy in minutes Accelerator for projects Document classes Searches Folders Reference documents and templates Roles Personalized for your project Selected document classes Selected searches Changed folder structure Documents for your project Add members of roles

8 Integrated Enterprise Search Enterprise search integration using IBM Content Analytics (ICA) Built as plug-in Type-ahead Synonyms Term/ hit highlighting Thumbnails Navigation/facet search Cross-repository search Search documents, multiple repositories and other sources Repository document actions (check-out, send-to, favorite, ) Limited use license of ICA included allowing search collections for P8 and CM8

9 Demo...

10 IBM Content Navigator next V2.0 Fixpack 1 - released R2 Q4 / 2012 R3 1HJ / 2013

11 IBM Content Navigator - 4Q 2012 Support for CMIS repositories Enhanced document management Multiple document actions Multiple local print from the list view Cross item type/class search Production edit view with auto get next P8 Workflow auto get next Invite and request access to teamspace Expanded URL addressability Windows workstation single sign on (Kerberos) IBM Confidential October IBM 11 Corporation

12 IBM Content Navigator - 4Q 2012 Office Integration: Consistent experience for Navigator web and office integration Create, modify and use common searches, common favorites, Centralized administration in ICN web UI Data interaction External Data Services support Microsoft Office properties to class property mapping CM8 repository support technical preview Consumability Support for bidirectional languages Lightweight installer IBM Confidential October IBM 12 Corporation

13 IBM Content Navigator for ios 4Q 2012 ios 6, iphone and ipod Touch Simple offline/editing support through ios apps Uses ios Open in Open, Check out, Check in, Add new Property editing Usability Shared Favorites with Navigator web Pull down to refresh Open in IBM Confidential October IBM 13 Corporation

14 IBM Content Navigator in 2013 Cross ECM adoption and plugin delivery Office for CM8 Profiles, Presence and IM Teamspace Review and approvals Class, property, user self provisioning Online authoring IBM Confidential October IBM 14 Corporation

15 Demo...

16 Extending IBM Content Navigator: API s What is API? Java API s JavaScript API s EDS URL links Basically all interfaces that are intended to be used by code Typical uses of API Launch Content Navigator from another application Embed Content Navigator within another application Customize and extend Content Navigator Create a new application from pieces of Content Navigator

17 Extending IBM Content Navigator: API s Purpose Launch Embed Customize Extend New Application API URL URL (if in a big iframe) JavaScript API Admin configuration (non-api) EDS Plug-in JavaScript API Plug-in JavaScript API JavaScript API

18 Architecture and API s URL link JavaScript Dijit API JavaScript Model API Plug-in API Not Shown: Configuration API Note: CMIS is currently a preview code only EDS

19 Plug-in s What is a Plug-in? For Content Navigator, a plug-in is a package of customizations that can be easily added and configured for a deployment. Typical uses of plug-ins Extending the UI Extending the mid-tier Overriding existing features Extending existing features Creating new features

20 Plug-in s Extension Points The following extension points can be included in a plugin: Actions A function on a toolbar or menu. Menus A menu or toolbar. Features Viewers Services A major functional area. Selectable as an icon on the left side of the desktop. A viewer/editor for a document type. Appears in the tabbed viewer window, or optionally in its own browser window. A mid-tier function, can invoke other APIs of the content server or other servers. Filters Layout Can be used to modify the requests and responses to the built-in services. Very powerful. This is how EDS works A completely different layout (the entire UI). Configuration A plug-in can provide its own interface for configuration. This is displayed in administration, on the Plug-in tab.

21 Plug-in Architecture Provides UI for custom: - viewers - features - actions - layouts - plugin configuration Provides mid-tier services for: - viewers - underlying server access - filtering on existing services Optional

22 JavaScript APIs: Overview What are the JavaScript APIs? The JavaScript APIs are a set of both visual and non-visual Dojo classes. How are they used? Two ways: 1 developing custom clients that embed portions of Content Navigator. 2 developing Plug-ins to Content Navigator More than likely, use #2 will be the greater use of the API.

23 JavaScript APIs: Model Classes Desktop Repository Action, Viewer, Feature Workspace, WorkspaceTemplate SearchTemplate, SearchCriterion EntryTemplate Root object for all information displayed on the desktop. A single content repository defined in the desktop. Describe menu actions, viewers and features as configured for the desktop. Represents a teamspace and teamspace template. Represents a (saved) search. Represents an entry template. ContentClass, AttributeDefinition WorklistFolder, Worklist User, UserGroup ResultSet Item, ContentItem, WorkItem Represents classes and item types. Represents worklists and their various collections Represents users and groups of users A set of results from searching, folder contents, worklist contents Various content and process items, including documents, folders, and work items

24 External Data Services: Overview What is EDS? EDS is a REST protocol allowing a customer provided service to extend or override data and metadata on content items, classes, and workflow...in other words.. EDS is an exit for data manipulation in the mid-tier. What supports EDS? Both Case Manager and Content Navigator have a common implementation of EDS. CM8 and P8 CMOD (search dialogs only)

25 EDS: Typical Uses What can EDS be used for? Providing dynamic choice lists Can be used to provide choice lists for CM Providing dependent choice lists Encouraging proper data entry via formatting rules Adding additional custom error checking Filling in missing values or overriding values Where does EDS appear in the UI? Add and checkin document. Create folder Edit properties Search P8 workflow launch and step processors, in-basket filter control

26 External Resources NEW: ICN Redbook: Customizing and Extending IBM Content Navigator Information centers: IBM Content Manager with IBM Content Navigator: IBM Content Manager OnDemand with IBM Content Navigator: IBM FileNet Content Manager with IBM Content Navigator: System requirements: Publication library: Navigator public forum Navigator mobile public forum

27 Q & A

- Update 2.0.3. IBM Content Navigator Experience Platform. Sven Hapke Leading Technical Professional, Enterprise Content Management

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