DB2 Content Management

Transcription

1 DB2 Content Business Data Also Includes Unstructured Content On Demand Access is Required Invoices, Financial and Tax Statements Orders, Confirmations Wireless & PDA Kiosk Portal / Business Content Create Search Store Manage Distribute Retain Instant messages, Customer/ Supplier Records Customer Correspondence, Reports Photos, Videos, Audio (Phone Conversations) Call Center Call Center Web Content D2-05 DB2 Content.ppt 2 1

2 DB2 Content Extends information management to include unstructured formats One interface, one source Integrate unstructured content into core business process Eliminate paper based processes Also for regulatory and policy compliance Comprehensive content capture, control, and management Storage management, records management, collaboration, and portal 1. Capture and Create 2. Store and Manage 3. Search, View And Manage ERP SCM CRM Search Storage Integration Workflow Doc / Records DB2 Content Storage Systems Secure Access Personalized Delivery Collaboration D2-05 DB2 Content.ppt 3 DB2 Content Common repository for all types of content Folder paradigm to organize content items into groupings XML import/export and schema mapping utility Broad support for types of content Native resource managers deliver stored content Integration with other resource managers Supports document based workflows GUI workflow builder Pre-built integration with Portal Content Portlets Web service interface Access items stored in DB2 CM and content / routing functions J2EE and.net client applications (MIME and DIME attachments) D2-05 DB2 Content.ppt 4 2

3 Folder Paradigm to Organize Content Items XML schema defines organization scheme Content items are delivered by resource managers Folder maybe used by humans in workflow Claim Folder Claim ID Customer Name... Photograph Document Video Clip Resource Resource Resource Photographs Scanned Documents Video Clips D2-05 DB2 Content.ppt 5 XML Schema Mapping Utility conforms to User Schema Storage Schema conforms to Import/Export CM XML XML Doc Doc.. XSLT scripts XML XML Doc Doc.. Import Transforms user s XML Schema into a CM-compliant storage schema Allows user to modify storage schema (schema editor) Generates XSLT scripts Provides persistent store for schemas, mappings, and XSLT scripts Provides schema import, export and XSLT transformation services D2-05 DB2 Content.ppt 6 3

4 Accessing Unstructured Content Our Customer Service Reps not only need access to information in databases, they need access to pictures, text, and other paperbased information. How can we access this information as easily as the rest of our data? This is a need common to many companies. DB2 Content allows you to manage unstructured data similar to how you manage your structured information. On Demand Insurance CIO IBM D2-05 DB2 Content.ppt 7 Customer Service Representative at On Demand Insurance Needs Instant Access to Claims Information Claims information was maintained in paper files Each file contained photos, police reports, forms, and adjuster comments Claims Information Police reports, pictures Customer Service Representative D2-05 DB2 Content.ppt 8 4

5 DB2 Content Delivers Claims Information On Demand Portal, eclient or Windows Content Consumer Portal, eclient or Windows What Claim do #2153 we Inspection have in Single point of Neha Report access Flexible content model Document Shah s Picture workflow of House file? Highly scalable architecture DB2 Content store and search WebSphere Application Server Content API retrieve Resource s Library Server DB2 Library Server Content categorization / mgmt Descriptive metadata Fast content searching WebSphere Resource s Capture archive content Content retrieve directly from appropriate server Tivoli Hierarchical Storage integration WebSphere Application Server Resource s Resource s DB2 / Oracle Resource s DB2 / Oracle Stored Procedures D2-05 DB2 Content.ppt 9 DEMO: Claim Content Readily Available Customer Service Representative to review policies for a customer inquiries of claims policies contains pictures, pdf documents, Customer Service Representative to view all different documents from one place Unstructured Claim Data Signed insurance agreement Copy of claim form Picture of house tes from previous calls All now digitized! Customer Service Representative DB2 Content D2-05 DB2 Content.ppt 10 5

6 Document Routing Workflow Start Split and Join Sub Process Business Application Workbasket Collection Point Decision Point Stop Embedded workflow engine Performance, small footprint, integrated ACL Enablement for application development Java and C++ API, Java n-visual Beans and C++ components, web services Supported in eclient and Windows Client Modeling capabilities: Branching based on specified action Server exits on entering/leaving work nodes User-defined actions/action lists D2-05 DB2 Content.ppt 11 Content Portlets A complete collection of WebSphere Portal portlets exposing the full capabilities of DB2 Content Logon Search Query Search Results View Document/Folder Single-Sign-On (Credential Vault) Import Document Download Document Edit Attributes of Item (re-indexing) Folder Hierarchy Enhancements Create New Folder Delete Item (document(s) or folder(s)) Text Searchable Attributes and Content And more Leveraging WebSphere Portal Click-to-Action Inter-portlet communication protocol D2-05 DB2 Content.ppt 12 6

7 DB2 Content Web Services Java servlet plug-in to WebSphere Application Server Leverages WebSphere Application Server Coarsely granular interfaces to minimize network traffic Generic operations (Create, Update, Delete, Retrieve, Search, etc.) Data returned as XML documents Batch mechanism to group operations together Binary data support DIME and MIME attachments URLs Base 64 for inline binary content WSDL from a customer s DB2 Content metadata Tools to generate WSDL based on item types Comprehensive Java, VB, and C# based sample applications How client-side components utilize DB2 Content Web services interfaces D2-05 DB2 Content.ppt 13 IBM DB2 Content Portfolio IBM DB2 Content - Document Imaging Document Digital Rights IBM DB2 Rights - OnDemand High Volume Report Mgmt Information Integration - VideoCharger IBM DB2 CommonStore -SAP - Exchange -Domino Digital Asset Archiving Records IBM DB2 Content Web Content IBM WebSphere Information Integrator Content Edition Workplace Web Content IBM DB2 Records D2-05 DB2 Content.ppt 14 7

8 DB2 Records US DoD chapter 4 certification (July 2004) Treatment of classified records UK national archives 2002 Formerly known as Pro II Amalgam of Mo Reg (European Union) Regulatory and company requirements Declare company records for special management messages and attachments from within Lotus tes and Microsoft Outlook Corporate documents Within DB2 Content Document Routing Store declared records in a centralized repository DB2 Content High performance D2-05 DB2 Content.ppt 15 Easy Company Records 2 User selects content and imports it into CM. 1 Configure item type in Content (using Sys Admin Client) to set the erecord Attribute to aut 7 Set attributes in Content to indicate item is a record and change its ACL Application DB2 Content 6 Call Records API to declare and automatically classify the record. Records Enabler Host Interface 3 CM Updates item table and stores content. DB2 UDB DB Trigger enq Handler Records Enabler Server DB2 Records 4 As the value of erecord is auto, the DB trigger queues up the item for auto declare/classify by the Records Enabler Server. 5 Records Enabler Server reads item from the auto declare/classify queue as it polls for items D2-05 DB2 Content.ppt 16 8

9 DB2 Document Creating, storing, retrieving, collaborating and editing documents Document: an electronic file or a set of inter-related files that make up an unit of information Knowledge Searching & Retrieve Library/Taxonomy Mgmt. Foldering Multiple File format Publishing Renditions PDF, TIFF Document Complex Document Handling Versioning & Relationship Mgmt. Create/Edit Collaboration Storage Records D2-05 DB2 Content.ppt 17 DB2 Document Services Compound Document Support Dynamic Administration Customize the User Interface & Integrated App.Function Add Rules based lifecycles, records management on the fly! Lifecycle Robust Application integration w/ms Office and CAD applications Integrated Records w/ms Office and CAD applications RELATIONSHIPS LIFECYCLE APPLICATION INTEGRATION EASY TO USE EASY TO DEPLOY & CUSTOMIZE D2-05 DB2 Content.ppt 18 9

10 IBM DB2 Document Enables Collaborative document creation Document management across globally dispersed users Ensures accurate & upto-date documents are available on demand - where and when you need them Robust Document Services Simple and compound document Engineering file formats Collaboration and process management Rules-based document lifecycle management Integrated records management Application integration for Office & CAD Bulk document loading Version & Renditioning services Remote Printing/Plotting Automated tification D2-05 DB2 Content.ppt 19 DB2 CommonStore DB2 CommonStore for Lotus Domino (CSLD) / Microsoft Exchange Server (CSX) Archive management of Domino or Exchange documents Full-text indexing and search Single instance store, compression Component archiving, enhanced archiving options and archiving policy definition DB2 CommonStore for SAP Archive management of SAP documents Access to SAP documents from the non-sap applications Access to non-sap documents from an SAP application Annotation capability Linux (Intel) support D2-05 DB2 Content.ppt 20 10

11 Workplace Web Content Manages content intended to be displayed on web sites Content versioning and rollback Content and site assets saved as explicit versions and restored Repurpose content from DB2 Content within Workplace Web Content Managed reuse of portal documents personalization and conditional presentation of external content JSP applications pull content from Workplace Web Content National Language Version (NLV) support API externalization for programmatic control of Workplace Web Content D2-05 DB2 Content.ppt 21 WebSphere Information Integrator Content Edition (WIICE) One interface to diverse content managers and workflows Java-based bidirectional Expose their unique capabilities Federation content services metadata mapping, federated search, and single sign-on WIICE Pre-built Connectors Real-time content views and workflow access Integrate with leading content stores and workflow engines Toolkit to develop custom content connectors Workflows Workflow Workflow Workflow Content Mgrs Stellent IBM CM FileNet Documentum D2-05 DB2 Content.ppt 22 11

12 IBM Federated Records Solution Manage recordkeeping policies for distributed content Manage all records via one centralized records mgmt. application Use (federated) records-enabled business applications Apply records control within the business application's repository Easy migration to a single content mgmt. repository, e.g. DB2 CM Identify, integrate, manage and analyze information, in real-time - regardless of the type of information, platform or vendor Reduced risk exposure from retaining too few or too many records Lower records administration costs with streamlined processes Decreased development cost with little custom coding or implementation work 75% companies have two or more repositories Nearly 25 % have more than 15 content repositories D2-05 DB2 Content.ppt 23 Content in Industry Solutions Cross industry Regulatory compliance OnDemand workplaces Public Homeland security e-government Social services & social security Postal Industrial Elect value chain mgmt Product life cycle mgmt Service after sales Auto Finance Customer insight Multi-channel transformation Payments (check, wholesale) Risk & compliance (Basel II, SEC/NASD) Core insurance Distribution Trading partner collaboration Customer centric retailing Dynamic merchandising and marketing Communications SP delivery environment Cost optimization Revenue maximization D2-05 DB2 Content.ppt 24 12

13 ACUITY Challenge Make policy information available online, ultimately to 9000 agents and 300,000 policy holders Solution Store policy related information electronically, including photos, documents, and voice files, using IBM Content Enable worldwide access thru IBM Enterprise Information Portal Value Broke its all-time record for new business Boosted premiums at each agency by an average of 35 percent. Process 98% of new applications in 24 hours vs. 60 days for competition In this business, there are leaders and followers. Along with IBM, ACUITY is setting the industry's standards by using today's most cutting-edge technology to propel past competition and serve our agents like never before." Neal Ruffalo, Vice President of Information Technology, ACUITY D2-05 DB2 Content.ppt 25 Partners: Turning Products into Solutions D2-05 DB2 Content.ppt 26 13

14 IBM Content Advantages Content Capabilities IBM Microsoft Oracle 1. Web Content Standard Primitive 2. Document Standard Standard 3. Digital / Media Assets Primitive 4. Rights Standard 5. Enterprise Report (COLD) 6. Production Image 7. Records Standard 8. Workflow Primitive Standard 9. Archive / Data Archive 10. Collaboration Standard 11. Enterprise Content Integration Source: IBM DB2 Competitive Research, 2005 D2-05 DB2 Content.ppt 27 Accessing Unstructured Content w with DB2 Content we can quickly and easily access all our customer related content in electronic form. On Demand Insurance CIO D2-05 DB2 Content.ppt 28 14

15 Make All the Pieces Work Together D2-05 DB2 Content.ppt 29 15