Managing Business Content Across the Enterprise

Transcription

1 Managing Business Content Across the Enterprise April 22, 2014 George R. Brown Convention Center, Houston, Texas USA

2 Welcome Rob Gascho Energy Industry Strategist OpenText Thomas O. McCormick I. T. Consultant Marathon Petroleum Company LP 2

3 Agenda Marathon Petroleum Corporation (MPC) Quick Overview OpenText AGA Quick Overview What is it? Original Project (2007 Pre-MRO/MPC split) Past Planning / Business Challenge Overview of MPCConnect Current Use MPCConnect Quick Look Current Use Integrations Past Planning & Current Use come together MPCConnect, 2015 and beyond Future Planning in a Changing World Q & A 3

4 Marathon Petroleum Corporation (MPC) Quick Overview More than 125 years in business Fourth largest U.S. refiner» Geographically and strategically aligned operations» Industry leader emphasizing safety and environmental responsibility» Consistently a top performer on an operating income per barrel basis» Characterized by safe and reliable operations Focused on profitable growth 4

5 MPC Overview: Rated Crude Oil Refining Capacity System capacity: 1,714,000 BPCD Garyville (La.) 522,000 BPCD Galveston Bay (Texas) 451,000 BPCD Catlettsburg (Ky.) 242,000 BPCD Robinson (Ill.) 212,000 BPCD Detroit (Mich.) 130,000 BPCD Canton (Ohio) 90,000 BPCD Texas City (Texas) 84,000 BPCD BPCD = barrels per calendar day Source: MPC data as reported in the Oil & Gas Journal effective Dec. 31,

6 MPC Overview: Focused and Integrated Network Marketing Area MPC Refineries Light Product Terminals MPC owned and Part-owned Third Party Asphalt/Heavy Oil Terminals MPC Owned Third Party Water Supplied Terminals Coastal Inland Pipelines MPC Owned and Operated MPC Interest: Operated by MPC MPC Interest: Operated by Others Pipelines Used by MPC Refineries Terminals Biodiesel/Ethanol Facilities Pipelines Ethanol Facility Biodiesel Facility Coastal Water Terminals Inland Water Terminals Tank Farms Butane Cavern Pipelines As of Dec. 31, 2014 Barge Dock Speedway Brand Marketing 6

7 MPC Overview: Marathon Brand 7

8 MPC Overview: Speedway 8

9 OpenText AGA Quick Overview What is it? About OpenText AGA Application Governance & Archiving for Microsoft SharePoint» v10.7 Enterprise Library Integration User Guide, Chapter 1, Section 1.1 You can use OpenText Application Governance & Archiving for Microsoft SharePoint (Application Governance & Archiving) to integrate your on-premises SharePoint server environment or cloud-based SharePoint Online environment with OpenText Enterprise Library. If you are using an on-premises SharePoint server, you can archive content from the SharePoint server to Enterprise Library, work with the archived content in SharePoint, and deploy custom SharePoint sites. If you are using Microsoft SharePoint Online, you can archive content from the cloud-based environment to Enterprise Library and work with the archived content in SharePoint Online. Integrates Microsoft SharePoint & OpenText Content Server Provides SQL BLOB Storage/Archival Provides Site Management/Deployment 9

10 Original Project Business Drivers / Challenge Past Planning Legal Impact of unstructured content growth ediscovery Key unstructured content Hold order management» » Files/file shares Brand promise of original project Relevant, up-to-date, and trusted Productivity & Business Impact» Searching for information» Knowing it was the right information 10

11 Original Project Several Subcomponents Past Planning ERCS Enterprise Retention & Classification Schedule (2007, 2011, 2013) ediscovery Hold order Product selection (2007) Three vendors» OpenText» EMC» IBM OpenText Livelink Suite selected (OpenText Content Server) Implementation Records Management Physical content Electronic content SharePoint Originally just Portal Transformed to primary UI Fully integrated using OpenText Application Governance and Archiving for SharePoint 11

12 Overview of MPCConnect Governance: Business Current Use Corporate policy Information management policy» Retention» Confidentiality» Integrity» Availability Information Technology Information Management» Responsible for solutions Internal Auditing enforces Business unit line manager» Responsible for their information Organization Information Technology Information Management» Solutions Analysts Business unit» Information Champions TeamView Editors TeamView Members 12

13 Overview of MPCConnect Business Current Use Accounting & Controllers Organization Administrative Services Auditing Business Development Finance Global Procurement Health, Environment, Safety & Security Human Resources Information Technology Law Marathon Pipe Line LLC Marine Transportation Marketing Marketing & Transportation Engineering Public Affairs Refining Speedway LLC Supply, Distribution & Planning Tax Organization Terminal, Transport & Rail (TT&R) 13

14 Overview of MPCConnect Technology Current Use Infrastructure (centralized) Virtual Servers SAN storage Cisco-based network F5 BigIP Network Load Balancer Windows Server 2008 R2 / 2012 Microsoft SQL Server 2012 Microsoft SharePoint 2010 SP2 / 2013 OpenText Application Governance & Archiving for SharePoint 10.7 Nintex Workflow OpenText Archive Server 10.5 SAP Document Archiving Transaction Archiving OpenText Content Server (OTCS) 10 Records Management Physical Objects EDM (Engineering Document Management) Suite w/ Brava ActiveView OTCS Rendition Server Significant custom code Third-party web parts and ifilters Web Log Expert Authentication Clients Active Directory LDAP Windows 7 / Internet Explorer (IE) 9 ios/safari & Surface/IE 11 14

15 Overview of MPCConnect Lifecycle Current Use 15

16 Overview of MPCConnect Value of AGA Current Use Metadata Management MPC has an overall taxonomy Centrally managed Consistency between SharePoint and OpenText Content Server (OTCS) Records Management (RM) Content Types are tied to Content Categories Content Categories are implemented as OTCS RM Classifications with corresponding retention stages Disposition process eliminates content according to company policy Seamless presentation Stubbed content 16

17 Overview of MPCConnect Governance: Classification Current Use 17

18 Overview of MPCConnect Governance: Technical Current Use 18

19 Overview of MPCConnect Infrastructure Current Use 19

20 Overview of MPCConnect Published Content Current Use 20

21 MPCConnect A Quick Look: Portal Current Use 21

22 MPCConnect A Quick Look: TeamView Current Use 22

23 MPCConnect A Quick Look: Integrated Content Current Use 23

24 Integrations Past Planning & Current Use come together Make a plan What is the goal of integration?» Control content» Ensure retention Where s the content going to live?» SharePoint Draft/collaboration» Content Server Records/RM Structure Key to controlling results/retention Control SharePoint SharePoint TeamView (site collection)» Document sub-site Libraries Folders Content Server» Root folder for SP content with each SP container a new folder Classification Enterprise Retention and Classification Schedule (ERCS) Content categories Define/control the retention Content types Provide business-specific naming and metadata Metadata management Enterprise Local Master site collection Gold Enterprise metadata and values Enterprise content types Deployed to MPCConnect (SP & CS) Local columns TeamView specific 24

25 Integrations Past Planning & Current Use come together Lifecycle management Temporary until classified Draft until published Final until end of retention Revise & Edit for new record versions Save As for new content from existing Disposition Electronic & physical move through RM Classifications / RSI s / stages Disposition Warning Report» 30-day notice for Records» Quarter notice for Draft Disposition Report» All expired content not on hold» Physical Certificate of Destruction» Electronic Deleted How it all fits together Automated TeamView commissioning SharePoint structure pushed to Content Server pulling info from ERCS Content Types / Metadata pushed to TeamViews and Content Server category volume End user collaborates in TeamView End user publishes to a record» Workflow integrated with Microsoft Office and SharePoint publish function» Archive and other functions in AGA stub content into Content Server (Archive Server final storage) Content Server content reversed into SharePoint via stub creation 25

26 MPCConnect, 2015 & Beyond Future Planning in a Changing World Business Driven to Consumer Driven Business driven» Businesses led the way» Pushed core infrastructure / devices» Business dollars = core business» Push to upgrade by users / consumers» IT controlled the process» Central storage / info. mgmt. Consumer driven» Niche applications» Scale» Variety» Advertising» Device proliferation Smart phone (mini workstations) Tablets (laptop replacement)» User demanded access» IT focused on security» Accepted variety & Varied cloud storage UX (User experience) Old days» One corporate device Standard workstation Corporate controlled image Single OS Common applications» One corporate browser Internet Explorer» Mobility provided by company Today Laptop BlackBerry (Phone & ) Corporate VPN» Many devices» Many form factors» Many browsers» User mobility» BYOD 26

27 MPCConnect, 2015 & Beyond Future Planning in a Changing World Information Management Policy Records are still records Location, location, location Integration» Cloud support» Mobility Flexibility MPCConnect transforms? Content Server (critical central hub) SharePoint (collaboration and UX)» Cloud / Office 365» On premises Integrate or host» SAP (integration) w/ Extended ECM Business application integration» Business applications (host) MPCConnect, just another integration» Portal» Search (People and Enterprise)» TeamViews» My Sites UX» HTML 5» Multiple form factor page rendering 27

28 MPCConnect, 2015 & Beyond Future Planning in a Changing World SharePoint (OnPrem) Portal People Search TeamViews My Sites Business Apps (OnPrem) Refining Speedway Transportation & Logistics Brand Marketing F & A OpenText Content Server w/ AGA 3 rd Party (Cloud) File transfer File collaboration Office 365 (Cloud) External collaboration Mergers & acquisitions Disaster Recovery 28

29 Lessons Learned Cloud and Mobility Storage Cheap Readily available No control Difficult to restrict Mobility Security Online applications Corporate access Corporate development Provide corporate solution & direct business users there OpenText Tempo / OpenText Core Microsoft One Drive Box.Com Corporate guidance Control access / issue corporate smartphone Implement specific application integration 29

30 Q & A 30

31 Q & A 31

32 Q & A Thomas O. McCormick I. T. Consultant Marathon Petroleum Company TOMcCormick@MarathonPetroleum.Com 32

33 Thank You 33