ECG-1615A. How to Integrate IBM Enterprise Content Management Solutions With Microsoft SharePoint and IBM Connections. elinar.com

Transcription

1 ECG-1615A How to Integrate IBM Enterprise Content Management Solutions With Microsoft SharePoint and IBM Connections

2 Presentation index The Players The Problem IBM Standard Integration Options IBM Content Navigator Short Introduction The Solution Use Cases Architecture Examples Tech Talk Questions and Answers

3 Introduction / who we are Ari Juntunen, CTO, Elinar Oy Ltd Been around since 1995 Architect, Consultant and Troublemaker Petri Sysilahti, Chief Designer, Elinar Oy Ltd Been around since 1997 Architect, Consultant and Troubleshooter

4 Elinar Oy Ltd IBM ECM Premier Partner, LOB solutions based on: Filenet P8, IBM Content Manager Enterprise Edition (CM8) IBM Content Analytics and Content Classification IBM Case Manager IBM Content Navigator (Advanced Customizations) IBM Connections IBM Enteprise Records and Content Collector IBM Datacap GEO Coverage: Our solutions and Consultants are available Globally

5 Presentation index The Players The Problem IBM Standard Integration Options IBM Content Navigator Short Introduction The Solution Use Cases Architecture Examples Tech Talk Questions and Answers

6 The Problem Content is needed in different systems CRM, ERP, SharePoint, Connections etc. Traditional integrations require extensive coding and testing Solution becomes very version dependent End users end up accessing several different systems (They essentially become integration points!) Social and Team Context requires several types of content from business processes

7 The Problem Core Business Systems CRM ERP Logistics Planning Reporting Processes Financial Mgmt Traditional ECM Cases Tasks Documents Comments Customer Feelings Social Networks Records s

8 People, Records and Cases The Process People Records Business Process Cases

9 Presentation index The Players The Problem IBM Standard Integration Options IBM Content Navigator Short Introduction The Solution Use Cases Architecture Examples Tech Talk Questions and Answers

10 IBM Standard Integrations Sharepoint FN Webparts IBM Content Collector FN CM IBM Connections FN CS CM8

11 IBM Standard Way / IBM Content Collector & WebParts Archiving from Sharepoint and IBM Connections using IBM Content Collector Predefined rules when and what to archive Can be triggered by user by setting a specific metadata on a document Great for Compliance & Archiving Works with FN CM and CM8 FileNet Sharepoint WebParts Works for some use cases, I do not have any great moments of life with these Not for CM8

12 IBM Standard Way FN CS IBM Connections native integration (=Connections Content Manager) using Filenet Collaboration Services Very powerful, product built in way to have all documents natively on Filenet Not for CM8 customers! IBM Connections ECM Library Widget Allows browsing and access to FN within connections community

13 Presentation index The Players The Problem IBM Standard Integration Options IBM Content Navigator Short Introduction The Solution Use Cases Architecture Examples Tech Talk Questions and Answers

14 IBM Content Navigator (ICN) IBM Premier Web 2.0 solution that is fast changing the way people work Easy to use easy to Configure & Change End User Friendly, Developer Friendly Based on Web 2.0 standards like HTML5, CSS, JavaScript, Dojo and JSON Provides Workspace functionality for P8 & CM8 where do we need SharePoint anymore? For document management supports CM8, P8 any CMIS repository

15 IBM Content Navigator (ICN) Is bundled with both CM8 and P8 Content Manager Now All customers with SnS for either repository can use free of charge Includes limited entitlement for ICA And a plugin to access ICA Search within ICN Framework. This is very, very important asset for all IBM ECM customers! ICN will be the UI frame for all IBM ECM (Note this is my personal opinion, IBM statement may vary ) Case Manager 5.2 ditched the Buisness Spaces as UI runtime and now runs within ICN framework Everything else will follow

16 IBM Content Navigator (ICN) Technical perspective Has modern, developer friendly UI Framework model Based on Dijits Dojo components that build up UI elements ICN can be instantiated into separate iframe and the behavior, look and feel can be modified HTML5, CSS & JavaScript ICN has a concept of Plugins ICN Plugin can provide new functionality on top of ICN out of the box functionality For example custom eclient customizations can be recreated within ICN using a custom Plugin Social feeds, activities and any other important stuff can be brought into ECM ui using Plugin model

17 Presentation index The Players The Problem IBM Standard Integration Options IBM Content Navigator Short Introduction The Solution Use Cases Architecture Examples Tech Talk Questions and Answers

18 Bring ECM into LOB Solutions Easily IBM ECM Cases Tasks Documents Comments Records s Social Networks Customer Feelings IBM Content Navigator Sharepoint Latest Documents For Project Z CRM 20 most Unhappy Customers Connections Tasks for QA inspection Team ERP All Documents Relating To Order

19 Possibilities & Business Impact Content, Tasks and Text Analytics can be Brought Over to almost any business system Including IBM Connections and MS Sharepoint Re-use of Business Solutions as Assets List of Records relating to a customer In how many cases is this needed? This enables users to access Enterprise Content when it is needed In the context where it is needed (For example SharePoint based CRM)

20 Ease of Use No switching between different systems Content, processes and tasks available where they are needed, when they are needed Seamless experience ICN Fragments that are brought over can look, feel & behave like the system they are embedded into Web 2.0: Use CSS, JavaScript & Dojo to configure In many cases end users do not even know they are using IBM ECM within their LOB solution

21 Presentation index The Players The Problem IBM Standard Integration Options IBM Content Navigator Short Introduction The Solution Use Cases Architecture Examples Tech Talk Questions and Answers

22 Use Cases Bring All customer related documents into SharePoint based CRM (MS Dynamics) system Any content based on a key like Customer ID can be embedded using iframe Provide nice, controlled Search for Enteprise Conent within Connections & Sharepoint based on expected use case Access Enteprise Search (ICA) from Connections/SharePoint Manage task related to Community inside Connections Many more, use your imagination

23 Presentation index The Players The Problem IBM Standard Integration Options IBM Content Navigator Short Introduction The Solution Use Cases Architecture Examples Tech Talk Questions and Answers

24 Filenet Content Manager IBM Case Manager CM 8 ICA Architecture ICN + Custom HTML Page and/or Plugin SSO Browser Connections Sharepoint CRM ERP

25 Filenet Content Manager IBM Case Manager CM 8 ICA sdfsdfsdfsdfsfsdf sdffdsfsdfsdfsdfs dfsdfsfsfsdfdsfdf fsdffsfsfdfsdfsdfs fsfsfsfsfsfsdfsfsfs ddfsdffsfsfsfsfsfs ffsfdsfdfsdfsdfsd fsfsfdffsfsfdsfsdf sdfsdfsfsfsfsfssfs dfsfsdfsdfsdfsfsd fsfdsdffsdfs Architecture ICN + Custom HTML Page and/or Plugin SSO Browser sdfsdfsdfsdfsfsdf sdffdsfsdfsdfsdfs dfsdfsfsfsdfdsfdf fsdffsfsfdfsdfsdfs fsfsfsfsfsfsdfsfsfs ddfsdffsfsfsfsfsfs ffsfdsfdfsdfsdfsd fsfsfdffsfsfdsfsdf sdfsdfsfsfsfsfssfs dfsfsdfsdfsdfsfsd fsfdsdffsdfs Connections Sharepoint CRM ERP

26 Presentation index The Players The Problem IBM Standard Integration Options IBM Content Navigator Short Introduction The Solution Use Cases Architecture Examples Tech Talk Questions and Answers

27 Example: Browse IBM ECM within Sharepoint Custom Navigator Plugin that allows us to show what we want to show Plugins are the easiest way to change anything on Navigator side In SharePoint: Use Page Viewer to create iframe where the Navigator Webpart will be instantiated

28 Example: SharePoint FileNet Browsing

29 Example: Browse IBM ECM within Connections On Connections: Use custom iwidget to create iframe where the Navigator will be instantiated use a specific URL that launches Navigator within Community the way we like it Remember SSO is mandatory for great end user experience!

30 Example: Browse IBM ECM within Connections / Sharepoint In Connections you have to use either iwidget or OpenSocial Gadget depending where you want to add your custom ICN component:

31 Example: ICN within Community

32 Example: Connections IBM Case Manager The need: Customer Support Community needs to access all tasks for customer complaints that are managed within IBM Case Manager The Solution: Small, light weight that uses Case Manager REST API to list relevant tasks within community Launch full Case Manager Step Content Navigator for task progression Integrating Connections with any REST source is extremely easy and straight forward

33 Connections Case Manager IBM Connections Custom Widget REST API CaseManager Step Processor IBM Content Collector IBM Case Manager FN CM

34 Example: Case Manager in Connections Community

35 Example: Case Manager Tasks in Activity Stream

36 Example: Records Management with SharePoint Customer had made a business decision to use Sharepoint for all corporate Document Management Records are created within: SharePoint (user sets a metadata to completed) Websphere BPM LOB Legacy solutions Customer Requirement: All records must be available within SharePoint environment and in Connections No demo (the environment is too complicated)

37 IBM ECM & Social Records Mgmt Reference Architecture Connections & Sharepoint IBM Content Navigator IBM Content Collector IBM Enterprise Records CM8 / P8 IBM Classification Module Corporate Filing Plan(s) Other repositories (Documentum etc.)

38 IBM ECM & Social Records Mgmt Architecture Connections & Sharepoint IBM Content Navigator Exchange IBM Content Collector Legacy Systems CM8 IBM Enterprise Records Outlook ICC extension to browse Filing plan for correct path ESB Service Corporate Filing Plan(s) Websphere Process Server

39 Locating all Records relating to a customer Within SharePoint

40 Listing all Customer Records in a Community

41 Presentation index The Players The Problem IBM Standard Integration Options IBM Content Navigator Short Introduction The Solution Use Cases Architecture Examples Tech Talk Questions and Answers

42 Tech Talk: Preparing the Navigator Create a Navigator plugin to customize UX if desired Remove the unnecessary UI parts Can also be partially done with URL parameters Create a desktop configuration in Navigator, utilizing the newly created plugin Desktop will define the available features

43 Tech Talk: Sharepoint Configuration A Navigator desktop configuration is a prerequisite Choose or create a page to hold the Navigator Insert a Page viewer web part into the page Configure the Page viewer to open the Navigator desktop URL Define size and other settings as appropriate Enjoy the new, real content management capabilities that now exist in Sharepoint

44 Tech Talk: Creating a page in Sharepoint

45 Tech Talk: Creating a web part in Sharepoint

46 Tech Talk: Creating a web part in Sharepoint

47 Tech Talk: Creating a web part in Sharepoint

48 Tech Talk: Creating a web part in Sharepoint

49 Tech Talk: Connections Configuration Configure Navigator first as in Sharepoint Create an iwidget to bring the Navigator into Connections Configure the Connections proxy config to allow traffic to Navigator server if it is installed on a different box Configure widget config to incorporate the new widgets if deploying into Communities Configure the desired Community to contain the widget That s it!

50 Tech Talk: Creating a Navigator plugin This particular plugin only cleans up the Navigator UI by removing all unwanted components The new layout is declared as follows, with the customized UI pieces in the IODLayout.html

51 Tech Talk : Creating a desktop configuration First the plugin must be installed

52 Tech Talk: Creating a desktop configuration Create a new desktop configuration and configure the new plugin as the layout to be used Also remove the features not needed for the desktop

53 Tech Talk: Define an iwidget to contain the Navigator The iwidget definition is a XML file which contains the basic information of the supported modes, needed resources and what will be shown in each mode

54 Tech Talk: Define an iwidget to contain the Navigator Javascript code is used to implement event handlers and support for different display modes

55 Tech Talk: Edit proxy configuration The Connections proxy configuration does not allow operations across servers by default Configuration is simple and well detailed in the Wiki

56 Tech Talk: Edit widget configuration If the widget is to be used on the My Page, it can be installed through the administration feature on the Home page If it is to be used in a community, it will have to be configured in the Communities widget config with the wsadmin client

57 Tech Talk: Edit widget configuration After the widgets-config.xml has been checked in, the Communities application should be restarted through the WAS admin console Once the application has been restarted, the new widgets can be added to communities

58 Final Thoughts Today we have seen IBM ECM->Connections integration One way, how to push and access content on ECM side It is equally easy to enhance ECM solutions with Social features A simple IBM Content Navigator Plugin is needed This Plugin can bring any feed from Connections into ICN UI Activity, News Remember: ICN changes radically the way we can provide added value by making content available when it is needed where it is needed