Knowledge Management in SAP Enterprise Portal -

Transcription

1 Released to SAP customers See presentation notes for more information Knowledge Management in SAP Enterprise Portal - powered by SAP NetWeaver TM Product Management Operations SAP AG

2 Agenda Introduction Knowledge Management within SAP NetWeaver and SAP Enterprise Portal A sidestep to the collaboration capabilities of SAP NetWeaver Summary Appendix: KM Delta Features EP6.0 SAP AG 2003, EP KM Overview Speaker / 2

3 Quotations Around KM & Collaboration An investment in knowledge pays the best interest Benjamin Franklin, Inventor Coming together is a beginning; Keeping together is progress; Working together is success. Henry Ford, Entrepreneur I collaborate therefore I know KM World Magazine We are drowning in information but starved for knowledge John Naisbitt, Author An organisation s ability to learn and translate that learning into action is the ultimate competitive business advantage Jack Welch, former chairman General Electric SAP AG 2003, EP KM Overview Speaker / 3

4 The Information Deluge The amount of information and knowledge is increasing exponentially About 1.5 exabyte of data is created every year (250 MB per every human being) The World Wide Web grows at a rate of 10,000 pages a day What about the information in your organization? SAP AG 2003, EP KM Overview Speaker / 4

5 The User Deluge The number of participating / contributing users is increasing exponentially as well The time it took for these technologies to have more than 50 million users for the radio 35 years for TV 13 years for the WWW 5 years for Napster 2 months What about the users in your organization? SAP AG 2003, EP KM Overview Speaker / 5

6 Reality Is Hard SAP AG 2003, EP KM Overview Speaker / 6

7 Unstructured Information Has It s Particular Challenges Intranet Web Groupware Shared Drives E- mail Unstructured Doc. Mgt. Structured 85% Structured Information. 15% Operational systems Source: IBM SAP AG 2003, EP KM Overview Speaker / 7

8 Homogeneity Would Be Nice But......information is distributed in organizations... Technically Web server File server SAP systems DM systems... Organizationally Subsidiaries Departments Teams... Semantically Categories Keywords Navigation hierarchies......and the consequences are People do not find the right information Related information cannot be connected Collaboration and information exchange between people does not work SAP AG 2003, EP KM Overview Speaker / 8

9 Information and Collaboration Complement Each Other Information Approach Collaboration Approach Information Platform Working Platform Repository, Intranet Create, retrieve and structure information Drivers: Documents, content Community, Forum Communication and exchange Drivers: People Roles Author Content Manager Reader Roles Owner of knowledge No competition but complement SAP AG 2003, EP KM Overview Speaker / 9

10 KM: Only Tools and Technology??? Technology is only one aspect of Knowledge Management. Other important ones are: Strategy Open company culture Fault tolerance Learning by Doing Common values and language Processes Embedded into natural work behaviour Incentives Measurability Control and steering mechanisms Sharing knowledge is power SAP AG 2003, EP KM Overview Speaker / 10

11 Agenda Introduction Knowledge Management within SAP NetWeaver and SAP Enterprise Portal A sidestep to the collaboration capabilities of SAP NetWeaver Summary Appendix: KM Delta Features EP6.0 SAP AG 2003, EP KM Overview Speaker / 11

12 SAP NetWeaver Turning the Enterprise Services Architecture Vision Into Reality Composite Application Framework SAP NetWeaver PEOPLE INTEGRATION Multi channel access Portal Collaboration INFORMATION INTEGRATION Bus. Intelligence Master Data Mgmt Knowledge Mgmt PROCESS INTEGRATION Integration Broker Business Process Mgmt APPLICATION PLATFORM J2EE ABAP DB and OS Abstraction Life Cycle Mgmt The open integration and application platform for TCO reduction Integrate people, information and processes in 1 hub across technologies and organizations. Enterprise-scale Java and ABAP application platform.net and WebSphere interoperability and extensibility Pre-configured with business content Adapters to non-sap SAP AG 2003, EP KM Overview Speaker / 12

13 KM & Collaboration Information Loop Author Feedback, Rating Discussion Chat*, Application Sharing* Collaboration Rooms* Consumer Authoring Publishing Workflow Navigation Search Subscription SAP Enterprise Portal Distributed repositories Connectors Taxonomies Classification Access Control Content Manager * As part of SAP NetWeaver collaboration capabilities SAP AG 2003, EP KM Overview Speaker / 13

14 Knowledge Management integration of repositories It is impossible to centralize all the information in a single repository... Partners Partners SAP Enterprise Portal KM provides ONE search capability ONE unified navigation scheme ONE look & feel generic KM services Microsoft Microsoft Technology Technology IBM IBM Accenture Accenture Consulting Consulting KPMG KPMG Knowledge Management in SAP NW: An integration platform for heterogeneous repositories in an organization on top of heterogeneous repositories SAP Enterprise Portal KM consists of Content Management Search & Classification (TREX) Status: Q * Restricted & release dependent availability (detailed information via your SAP contact) ** As pilot partners for connector ( repository manager ) implementation Connectors as of today (more to come by SAP & partners): Windows File Server Web Servers Various repositories do exist! WebDAV compliant File servers, web servers... Lotus Notes mysap PLM DMS* FileNet**, IXOS** EP KM repository SAP AG 2003, EP KM Overview Speaker / 14

15 The features of SAP EP KM a summary Unified access across multiple document stores Unified API for any repository Broad set of connectors can be extended by partners Integrated into the SAP Enterprise Portal Full set of Content Management services Browsing, Search, Check-In/Check-Out, Subscription,... Full set of Search & Classification services Indexing, searching Automatic classification Text mining Fully configurable and extendable user interface SAP AG 2003, EP KM Overview Speaker / 15

16 Search Capabilities Search in Full text Attributes Different search modes Exact Linguistic: use stem of query term for searching Fuzzy: Search error tolerant Wildcard Search, using * or? Phrase search for complex expressions Boolean operators Highlighting / HTML conversion / links to maintained keywords Content Snippets Federated search (usage of other search engine indices) Example: Search results in SAP Enterprise Portal 6.0 Text Mining Search for similar documents ( See also ) Suggestion of alternative search terms Automatic classification of documents into categories SAP AG 2003, EP KM Overview Speaker / 16

17 Classification of Documents Navigation structure of consumer (taxonomy) Why classification? Information is created in the author s context in a specific folder In a specific terminology Information is needed in the consumer s context in a known navigation hierarchy in relevant categories Photocopiers Navigation structure of author Office electronics Laptops Link to 2100_Series.pdf Fax Phone Automatic classification Computer Two classification approaches Query Based Classification (QBC) Example Based Classification (EBC) Manufacturer Compaq IBM Software SAP AG 2003, EP KM Overview Speaker / 17

18 Concept : Query Based Classification (QBC) Query: Author = Technical Office Support Office equipment Electronics Furniture Writing equipment Laptops Laptops Fax Fax Chairs Chairs Desks Desks Pencils Pencils Paper Paper Query: Content = Laptop (AND Author = Technical Office Support ) SAP AG 2003, EP KM Overview Speaker / 18

19 Concept : Example Based Classification (EBC) Office equipment Electronics Furniture Writing equipment Laptops Laptops Fax Fax Chairs Chairs Desks Desks Pencils Pencils Paper Paper Example documents describe the category SAP AG 2003, EP KM Overview Speaker / 19

20 KM Platform: Architecture Overview Repository Framework Plug-able repository managers Plug-able services Ready-to-use set of repository managers for specific repositories Partners / customers can develop their own repostitory managers Support of open standards HTTP, WebDAV, ICE Support for development on open APIs KM services Repository framework User interface Reports KM Applications Repository Services Search Classification Repository Framework Repository Manager Enterprise Portal Repository Manager Publishing Subscription Repository Manager XML ICE WebDAV HTTP FS SAP AG 2003, EP KM Overview Speaker / 20

21 Agenda Introduction Knowledge Management within SAP NetWeaver and SAP Enterprise Portal A sidestep to the collaboration capabilities of SAP NetWeaver Summary Appendix: KM Delta Features EP6.0 SAP AG 2003, EP KM Overview Speaker / 21

22 Collaboration for SAP EP Instant Messaging Awareness of portal contacts Application Sharing Chat Flexible virtual work environment for work groups and project teams Capabilities Integration Synchronous Collaboration Integration Groupware Integration SAP AG 2003, EP KM Overview Speaker / 22

23 Embedded Collaboration in SAP Enterprise Portal Collaboration Launch Pad Availability SAP AG 2003, EP KM Overview Speaker / 23

24 Collaboration Room SAP AG 2003, EP KM Overview Speaker / 24

25 Collaboration along Business Processes: Integration of mysap Business Intelligence SAP AG 2003, EP KM Overview Speaker / 25

26 Agenda Introduction Knowledge Management within SAP NetWeaver and SAP Enterprise Portal A sidestep to the collaboration capabilities of SAP NetWeaver Summary Appendix: KM Delta Features EP6.0 SAP AG 2003, EP KM Overview Speaker / 26

27 KM & Collaboration: SAP NetWeaver up front! Context counts!!! Information is turned into knowledge by having a context Collaboration takes place within a certain context Where does context come from? People, Information, Processes Unstructured Structured SAP NetWeaver TM provides the platform A sentence out of context is useless [Ludwig Wittgenstein, Austrian philosopher, ] SAP AG 2003, EP KM Overview Speaker / 27

28 Summary: Knowledge Management and Collaboration tightly integrated within your portal Bring unstructured information closer to your business processes Combine hard facts and soft facts Provide content related to BI reports Support of complete document life-cycle Know the context of your users Fast and concise access to information Search multiple sources with one query Find what you need Connect your people Connect those who know with those who need to know Shared knowledge & expertise Virtual teams round the globe SAP AG 2003, EP KM Overview Speaker / 28

29 Questions? Q&A SAP AG 2003, EP KM Overview Speaker / 29

30 Agenda Introduction Knowledge Management within SAP NetWeaver and SAP Enterprise Portal A sidestep to the collaboration capabilities of SAP NetWeaver Summary Appendix: KM Delta Features EP6.0 (as compared to EP5.0 SP5) SAP AG 2003, EP KM Overview Speaker / 30

31 Overview Flexible User Interface for KM Extended copying functionality for Layout Sets Export and import of Layout Sets End user personalization HTML Collection Renderer Layout configuration of Link List Layout configuration of Search Results List Background images for folder display Retrieval & Classification Content snippets in Search Result List Did you mean? proposal Highlight search term in HTML version of found documents Permissions / Deactivation for indexes New operations on category folders (especially upload) SAP AG 2003, EP KM Overview Speaker / 31

32 Overview XML Forms Java Applet instead of Java Web Start Browse button for images and dates Definition of project specific standard folders for images Integration of properties Validation of user entries Graphical visualization of property values Indication of mandatory entry fields Several show transformations possible Discussion User interface for discussion groups using Flexible UI No topics list when discussing a resource (customizable) SAP AG 2003, EP KM Overview Speaker / 32

33 Overview Explorer / Navigation / Document Features Default sort order for attributes Visualization of existing discussion, feedback, or review items Display of virtual path when browsing via links Support different download URLs for faster access Check for mandatory attributes during document creation and editing New layout of Favorites and Link List Properties Structuring of properties Property renderer for UI layout New metadata for properties: dependencies,... SAP AG 2003, EP KM Overview Speaker / 33

34 Overview Administration Link Consistency Report for finding and deleting defective links User Resources Report for identifying all objects assigned to a given user Development on top of KM Release of Repository Manager API Release of Flexible User Interface API (EP6.0 SP2) Please refer to Portal Development Kit EP6.0 SP2 (on or SAP DevNet ( for detailed information SAP AG 2003, EP KM Overview Speaker / 34

35 Extended Layout Set Functionality User Interface Import / Export Advanced Copy SAP AG 2003, EP KM Overview Speaker / 35

36 User Interface HTML Collection Renderer User Interface Use & Functionality Allows to display folder content (i.e. a document list) in combination with HTML pages Especially suitable for entry folders that should display some static information about the folder itself HTML page is created with HTML editors (e.g. MS Frontpage) HTML pages can contain links to KM services (e.g. a direct link to the upload or subscription dialog) and KM items (documents, folders) SAP AG 2003, EP KM Overview Speaker / 36

37 End User Personalization User Interface End Users can personalize the rendering of a folder by Choosing a layout profile Doing some additional settings SAP AG 2003, EP KM Overview Speaker / 37

38 and Administrator s Presentation Settings User Interface In addition to personalizing their own view of the folder, administrators with the presentation service permission can: Set the default for all users Use Layout Profiles 1, Layout Sets 2, and free property entry fields 3 to define the layout SAP AG 2003, EP KM Overview Speaker / 38

39 Additional Search Features Retrieval & Classification Content Snippets Text parts with highlighted hits HTML Version with Highlighting of Search Terms Cached content Hits are highlighted Pictures are displayed for Web resources only Did you mean?-proposal Displayed if initial search has no/few results Suggests improved search term SAP AG 2003, EP KM Overview Speaker / 39

40 Index Management Retrieval & Classification Permissions on Indexes Restrict access to index to certain users or groups Activate / Deactivate Indexes Enable / Disable search on indexes Enable / Disable usage of taxonomies SAP AG 2003, EP KM Overview Speaker / 40

41 New Features of the Taxonomies Repository Retrieval & Classification Upload of new documents directly to a category Automatically stored in hidden repository taxdata Assigned to the chosen category Deletion of a resource from a category Link to the resource is deleted Copy/Move of links between categories Only possible within one index Reclassification of target resources Similar operations as on other repositories are possible Copy of target resource Copy of target resource is created in the hidden taxdata repository Newly created resource is assigned to the chosen category SAP AG 2003, EP KM Overview Speaker / 41

42 Browse Buttons XML Forms Browse button for images and dates Browse button available with text or with an image Currently two browsers are available: Date Browser Image Browser to select or upload an image - One default image folder can be defined per XML Forms Project SAP AG 2003, EP KM Overview Speaker / 42

43 Usage of Properties XML Forms Properties Defined in the Meta Data Service Are displayed in the Data Model Window Can be used like Data Schema Elements: Read from properties Write to properties with write access Definition of Mandatory Input Fields Are displayed with a red star * Incorrect or missing entries are rejected To define mandatory input fields: Set property mandatory to true Link label to input field Validation of Input Fields Done for both properties and XML Forms data types Incorrect input values are rejected and denoted Individual hints for every input field can be entered SAP AG 2003, EP KM Overview Speaker / 43

44 Graphical Visualization of Property Values XML Forms Use Image Groups to display different images in the same position Depending on the value of another data schema element, e.g. status Create an image group and link it to a data schema element Choose different images and the conditions when they should be displayed Usage of default image folder of the XML Forms project possible SAP AG 2003, EP KM Overview Speaker / 44

45 Alternative Show Transformations XML Forms Different Rendering of the Same XML content in different iviews E.g. narrow and normal rendering of news items 4 creation steps: (1) Create a new form in the XML Forms Builder (2) In CM Configuration create a new XMLFormsResourceRenderer and enter the name of the new form (3) In CM Configuration create a new Layout Set using the XMLFormsResourceRenderer (4) Create an iview using the Layout Set SAP AG 2003, EP KM Overview Speaker / 45

46 Use of Original Document URL for Download Architecture KM uses the original document URL for downloads from connected web servers Allows faster access to documents because access does not have to go through portal server Only used, if no permissions are required to access the document Example: Connected to Portal Portal in Norway KM Repositories User in Germany Access via the Portal Direct access via URL Web Server in Germany SAP AG 2003, EP KM Overview Speaker / 46

47 Reporting Administration Link Consistency Report Only internal links are checked Checks whether the target object exists Defective links can be automatically deleted User Resources Report Finds all objects assigned to a certain user: locks permissions properties (e.g. created by, modified by, ) All objects locked by the given user can be unlocked All permissions the given user has can be transferred to another user Use the Reports iview to Start or schedule a report Display the results of executed reports Display a list of currently running reports SAP AG 2003, EP KM Overview Speaker / 47

48 Copyright 2003 SAP AG. All Rights Reserved No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. Microsoft, WINDOWS, NT, EXCEL, Word, PowerPoint and SQL Server are registered trademarks of Microsoft Corporation. IBM, DB2, DB2 Universal Database, OS/2, Parallel Sysplex, MVS/ESA, AIX, S/390, AS/400, OS/390, OS/400, iseries, pseries, xseries, zseries, z/os, AFP, Intelligent Miner, WebSphere, Netfinity, Tivoli, Informix and Informix Dynamic Server TM are trademarks of IBM Corporation in USA and/or other countries. ORACLE is a registered trademark of ORACLE Corporation. UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group. Citrix, the Citrix logo, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, MultiWin and other Citrix product names referenced herein are trademarks of Citrix Systems, Inc. HTML, DHTML, XML, XHTML are trademarks or registered trademarks of W3C, World Wide Web Consortium, Massachusetts Institute of Technology. JAVA is a registered trademark of Sun Microsystems, Inc. JAVASCRIPT is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape. MarketSet and Enterprise Buyer are jointly owned trademarks of SAP AG and Commerce One. SAP, R/3, mysap, mysap.com, xapps, xapp, SAP NetWeaver and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and in several other countries all over the world. All other product and service names mentioned are the trademarks of their respective companies. SAP AG 2003, EP KM Overview Speaker / 48

49 Released to SAP customers See presentation notes for more information Knowledge Management in SAP Enterprise Portal - powered by SAP NetWeaver TM Product Management Operations SAP AG