Microsoft SharePoint and EMC Documentum: A perfect combination

Transcription

1 Microsoft SharePoint and EMC Documentum: A perfect combination

2 Agenda Case Study: Akzo Nobel The EMC Approach to the Sharepoint integration Functionality available in the client Functionality available on the server Benefits for the administrator Integration products overview Summary

3 Agenda Case Study: Akzo Nobel The EMC Approach to the Sharepoint integration Functionality available in the client Functionality available on the server Benefits for the administrator Integration products overview Summary

4 Microsoft SharePoint Server 2007 SharePoint Environment SharePoint Sites SharePoint sites Office files Team workspaces SharePoint INFRASTRUCTURE Basic Document Mgmt Basic Records Mgmt Web Publishing ECM Services Workflow Search Library Services Security Metatdata Policies Unified Services

5 Documentum Repository EMC Documentum Platform Business Process Management Regulated Content Mgmt Imaging Process Services Lifecycle Mgmt Records Mgmt Auto ClassificationDigital Asset Mgmt Federated Search XML Services Info Rights Mgmt Advanced Content Services Desktop Integration Transformations Trusted Content Svcs Integrated Archiving Repository Services Backup & Recovery Storage Optimization

6 Separate Worlds at Akzo Nobel SharePoint Environment SharePoint Sites SharePoint sites Office files Team workspaces EMC Documentum Platform Business Process Management Regulated Content Mgmt Imaging SharePoint INFRASTRUCTURE Process Services Lifecycle Mgmt Basic Document Mgmt ECM Services Workflow Basic Records Mgmt Search Web Publishing Library Services Records Mgmt Auto ClassificationDigital Asset Mgmt Federated Search XML Services Info Rights Mgmt Advanced Content Services Desktop Integration Transformations Security Metatdata Policies Unified Services Trusted Content Svcs Integrated Archiving Repository Services Backup & Recovery Storage Optimization

7 Agenda Case Study: Akzo Nobel The EMC Approach to the Sharepoint integration Functionality available in the client Functinality available on the server Benefits for the administrator Integration products overview Summary

8 Content Services for SharePoint 2007 Overview: Benefits Leverage native SharePoint and Office user experience as an alternative client to the Documentum repository Right client experience for the right job Single security model applied regardless of application An official copy of all business content in a single repository All content and artifacts are stored in unified Documentum repository Extend advanced content management capabilities to SharePoint Webtop DAM Application Server DCM Process Services SAP Microsoft Office & DCO EMC Documentum Platform Repository Services iviews Business Process Management Records Mgmt Federated Search Advanced Content Services Regulated Content Mgmt Lifecycle Mgmt Auto Classification XML Services Desktop Integration Trusted Content Svcs Integrated Archiving Backup & Recovery Storage Optimization Sharepoint Web Parts & Web Services Imaging Digital Asset Mgmt Info Rights Mgmt Transformations

9 Agenda Case Study: Akzo Nobel The EMC Approach to the Sharepoint integration Functionality available in the client Functionality available on the server Benefits for the administrator Integration products overview Summary

10 Benefits for the user Workflow access Lifecycle access Renditions Thumbnails Virtual documents

11 Workflows: Connecting People People and Process support people-to-people, people-toapplication and application-to-application within and between companies Dynamic User Model dynamic user selection, groups, roles, automatic delegation, proxies, workload balancing, re-work policies Controls both Content and Data Flow content and data and to the right people, applications, and companies Workflow Building Blocks proliferate best practices Integrated Project Collaboration allows for people-managed exceptions graphical, drag-and-drop development tool for designing and modeling

12 Workflows: Starting a workflow

13 Workflow: Participating in a workflow

14 Workflows: Participating in a workflow

15 Workflows: Status of my workflows

16 Manage - The Power of Lifecycles in EDM Capture / Create Editing / Versioning Route / Workflow Approve Effective Retire V 1.0 V 1.1 V 2.0 V 2.0 Permissions: World - NONE HR - WRITE Version Label: Draft V 2.0 Permissions: World - NONE HR - READ Version Label: Approved V 2.0 Actions: Create PDF Permissions: World - READ Version Label: Effective Location: SOPs In Review Approved Location: SOPs In Review Approved Location: SOPs In Review Approved

17 Lifecycles: Promoting and demoting

18 Renditions Document Transformation Services (MS Word, Excel, PPT, WordPerfect, Postscript) Media Transformation Services (Thumbnailing, Storyboarding, Low-res previewing, XMP support (read/write), Timecoding) Advanced Document Transformation Services (MS Project, Visio, AutoCAD, Multi-page TIFF, PageMaker, Active Storyboard, Bookmarks & Hyperlinks, Transformation UI) Audio/ Video Transformation Services & Medical Imaging Transformation Services (Audio/Video Transformation & Analysis, Medical Imaging DICOM support)

19 Renditions: Managing renditions

20 Virtual Documents: Structuring content Collection of related documents under a parent document Synched check-in/check-out of components Assemblies are snapshots of the virtual document at a point in time Virtual documents used for: XML chunking Dynamic content assembler Custom Book Root (Parent) Chapter 1 Node (Child) Chapter , Approved 1.2, Current , Current Node (Child) (Component)

21 Virtual Documents: Structuring content

22 Basic library services: Creating a new version

23 Records Management: Ensuring unchangeability Direct access to admin settings for site managers Declare entire folder as a record Declare and classify individual documents

24 Agenda Case Study: Akzo Nobel The EMC Approach to the Sharepoint integration Functionality available in the client Functionality available on the server Benefits for the administrator Integration products overview Summary

25 Add-on Services provided by EMC- Documentum Document & Image Processing Digital Asset Management Business Process Management Content Archiving Compliance Enterprise Report Management Flexible, dynamic IRM Document Lifecycle Management Virtual and compound documents Transformation Services Automated Classification XML Content Management Multi-vendor environment Support for heterogeneous infrastructures Multilingual search Compound records management Document disposition Automated Forms Processing Rendition management Thumbnails, conversions, etc. Enterprise report management Capture, archiving & distribution Rich media collections Extended Enterprise Collaborative Process And more.

26 XML Content Management Chunking Leverages VDM and relationships Facilitates reuse Validation (DTD or schema) Ensures compliance to business rules Storage Define what cabinet/folder hierarchy to store chunks Automatic attribute population Intelligent content & personalization Link management Ensures all supporting files are managed Assign lifecycle and security

27 Content Classification: Finding your information Classification & Categorization Automatic metadata population Taxonomy-based categorization Multiple XML-based taxonomies Rules-based classification Metadata Keywords: Category: Mobile Phone Wireless LAN Tri-band O2 Asia Competition Nokia O2 Asia Motorola LG

28 Dynamic Content Publishing Dynamic Content Charts Logos Documentum ECM Platform User defined business rules for content assembly Publication Channels Graphics Text Paper Structured Data Dynamic Content Services Portals Wireless CD-Rom RDBMS Content reused and formatted for publication across multiple channels Fax

29 Report Management Accepts all types of structured content Transforms to PDF (or AFP) Add form overlays or graphic elements Extract attribute metadata Build/use a taxonomy based on metadata Import into the repository Populate Documentum attributes Initiate workflows based on rules Assign security Assign life cycle Logical Document bursting (pdf and afp) Various Types of Structured Files: ASCII, EBCDIC,AFP, METACODE, PCL, PDF, Postscript,XML, EDI

30 Records Management Records/Retention Management Corporate file plan Unified retention policy engine Retention enforcement Freeze hold & disposition Auditing and reporting Corporate Policy GLOBAL CONTENT REPOSITORY

31 Delivery Services Global Intranet/Extranet/Internet Sites Content Server Syndicate Wireless Server Farm Management Print CD-ROM Site Caching Services High Availability Web access Site Deployment Services Manage global Web servers Content Distribution Services Syndicate and distribute content to multiple channels Other Organizations

32 Add-on Services provided by EMC- Documentum Document & Image Processing Digital Asset Management Business Process Management Content Archiving Compliance Enterprise Report Management Flexible, dynamic IRM Document Lifecycle Management Virtual and compound documents Transformation Services Automated Classification XML Content Management Multi-vendor environment Support for heterogeneous infrastructures Multilingual search Compound records management Document disposition Automated Forms Processing Rendition management Thumbnails, conversions, etc. Enterprise report management Capture, archiving & distribution Rich media collections Extended Enterprise Collaborative Process And more.

33 Agenda Case Study: Akzo Nobel The EMC Approach to the Sharepoint integration Functionality available in the client Functionality available on the server Benefits for the administrator Integration products overview Summary

34 Value & Costs The value of an information Content Object Lifecycle Create/Capture Version Manage Publish Contract Negotiation Signed Period New Review Addendum Draft Archive Legal Dispute Retire SLA 24/7 TCO $$$ 16/7 TCO $$ 12/5 TCO $ Time

35 Automatic migration of content EMC Archiving Platform with CSS Mid-tier Array High End Array Regular File System Content Addressed Storage (Distributed HSM) Content that has not been accessed/updated for a specified period Content is owned by a user and/or group Object is made a record Object in a particular location in the repository (e.g. cabinet or folder) Object property contains a specific value (e.g. type = Artwork ) Content is part of the result set from a query

36 Storing all content in one place / IM Applications & Reports Desktop & File System SharePoint Classify Retain Migrate Discover Paper Rich Media Web

37 ediscovery: From Start to finish 4 Retention Products RPS & RM Xtender/Janus Centera Retention Services 1 Collect & Hold Products Infoscape (file servers, laptops, desktops) Xtender/Janus ( ) DiskXtender (fileservers) Archive Services for Sharepoint, Notes Archive Services for Reports 2 Processing & Review Products Legal Investigator Analytics Legal Review Ramps 3 Matter Vault based on EMC Archive Partner Products & Services

38 Agenda Case Study: Akzo Nobel The EMC Approach to the Sharepoint integration Functionality available in the client Functionality available on the server Benefits for the administrator Integration products overview Summary

39 EMC Documentum / SharePoint 2007 Integration Products Content Services for SharePoint Leverage SharePoint interface as a client to Documentum Suite of Documentum Web Parts: Documentum Folders Documentum Inbox Documentum Subscriptions Documentum Files Documentum Favorites Documentum Workflows Documentum Search

40 EMC Documentum / SharePoint 2007 Integration Products Archive Services for SharePoint Archive content created in SharePoint to centralized, enterprise infrastructure based on Documentum Transfer final content for long-term retention and reuse Manage content as records via Documentum Retention Policy Services Content Services for SharePoint Leverage SharePoint interface as a client to Documentum Suite of Documentum Web Parts: Documentum Folders Documentum Inbox Documentum Subscriptions Documentum Files Documentum Favorites Documentum Workflows Documentum Search

41 Case Study: Benefits for Akzo Nobel Improved communication Seamless Integration Secure access Competitive advantage

42 Summary EMC provides a suite of products to flexibly integrate Office SharePoint Server 2007 and EMC Documentum Use SharePoint as a client to Documentum applications Create in SharePoint archive fixed content securely in Documentum Create hybrid applications that take advantage of the SharePoint interface plus the advanced content management features of Documentum