Oracle ECM 11g PS3 Overview Jim Sullivan Oracle Fusion Middleware Product Management Enterprise 2.0 1
Safe Harbor Statement The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle s products remains at the sole discretion of Oracle. Agenda Enterprise Content Management recap Oracle ECM Strategy & Direction Oracle Content Management 11g Highlights Oracle ECM 11g PS3 Product Update Q&A 2
Enterprise Content Management Recap Content Challenges Unmanaged, Multiple Silos, Disconnected Reduce Costs Gain Efficiencies Reduce Risk 3
How Are Businesses Solving these Problems Today? with Enterprise Content Management (ECM) 1. Content Infrastructure 2. Content- Enabling Enterprise Applications 3. Creating Content-Centric Business Solutions Oracle ECM Strategy and Direction 4
Oracle Content Management A Strategic Focus @ Oracle Key Component of Enterprise Software Over 90,000 Oracle middleware customers Over 7,900 Oracle enterprise content mgmt customers Content Management Critical for Oracle Fusion Middleware Oracle Applications & Fusion Applications Blending structured & unstructured information mgmt Stand-alone E2.0 & ECM business ECM Continued Focus Area New features continually added since Stellent acquisition in 2007 Key new capabilities in 11g+ Growing R&D resources since Stellent acquisition Enterprise Manager Applications Middleware Database Enterprise Linux Oracle Fusion Middleware Strategic Development Themes Complete Open Integrated Best of Breed #1 Comprehensive Offering Standards- Based Architecture Designed to Work Together Industry Leader Broad & Deep Offering Lower Cost, Lower Risk More Choice Maximizes Existing Investments Less Effort More Value Robust, Proven Industry leading Software 5
Content Management as Infrastructure Execution of Content Management Strategy Traditional Content Applications Collaborative Document Mgmt Imaging/Archiving Web Content Management Records Management Information Rights Management Enterprise Applications Siebel E-Business Suite PeopleSoft JD Edwards L360, i-flex, Primavera Fusion Applications Custom Applications ADF based Applications WebCenter FMW Applications Other Applications (e.g..net, PHP) SharePoint Oracle Enterprise Content Management 2008 2009 2010 2011+ 1. Content Store 2. Application Adapters 3. Middleware Inf rastructure 4. Embeddable Content Mgmt ECM & Oracle Technology Fusion Middleware & Database Integrations 6
Oracle Enterprise Application Documents ECM for Applications Integration Strategy Key productized integrations available E-Business Suite, Siebel, PeopleSoft Ad-hoc attachments Replace native document stores Enterprise class scalability and functionality Application content reuse Quick scan document capture High volume document processing Automating paper-based processes Accounts payable automation, time & expense management, order management Provide imaging, capture, forms recognition and workflow Oracle Content Management 11g Highlights 7
Oracle Content Management 11g Simple, Smart & Scalable ECM Comprehensive & Complete ECM Solution End-to-end solution - capture, imaging, records, Web, video, docs Unified content repository across ECM Centralized installation, access, administration & monitoring Integrated to Fit the Way You Work Next generation desktop integrations Extensible and open Web Content Management Certified application integrations with solution templates Extreme Performance, Extreme Scalability Benchmark tests ingesting hundreds of millions docs/day Single repository for high volume ingestion & Web site delivery Fusion Middleware Infrastructure w/ Application Grid scalability Complete, Open & Integrated E-BUSINESS SUITE PEOPLESOFT SIEBEL JD EDWARDS SOA, BPM, JDev Identity Mgmt Business Intelligence Application Grid Portal Connectors FUSION MIDDLE WARE High Values Features and Services Capture W eb Content Archiving Imaging Digital Assets Oracle Content Management OOTB W eb Apps Application Connectors Core Content Services Desktop & Office Integrations Document Rights Records Mobile Delivery A D A P T E R S Notes / Domino File Systems 3 rd Party Oracle Database SecureFiles, AuditVault, Database Vault, RAC Oracle Storage Archive Manager 3 rd Party Database, File System 8
Oracle ECM Release Schedule Overview What Does PS3 Mean? Oracle ECM now part of Fusion Middleware release cycle Major versions: current is 11g, previous 10g Multi-part releases: current is R1 Patch sets for updates / new features: coming PS3, previous PS2 Oracle ECM Release Schedule Overview What Does PS3 Mean? Release history highlights Oracle ECM 11gR1 PS3 (Released January 2011) New features & platform support Oracle ECM 11gR1 PS2 (Released June 2010) First 11g release of UCM & URM Single UCM, URM, I/PM & IRM installer Oracle ECM 11gR1 PS1 (Released January 2010) First 11g release of I/PM & IRM with single installer Oracle ECM 10gR3 (Released May 2007) 1 st Oracle release after Stellent acquisition Various releases & patches, like Site Studio 10gR4, ODC/ODDC 10gR3 OFR 10gR3 between May 2007 & January 2010 9
Directly From Your Desktop New Integrations in Microsoft Office w/ Identity Tagging Directly From Your Desktop Windows Explorer with New Smart Productivity Folders 10
Directly from Enterprise Applications Out of the Box Integrations w/ EBS, Siebel & PSFT Directly within Business Processes Certified Solution Accelerators Automate and image-enable: A/P, Time & Expense, Student & Employee On-Boarding 11
Directly from Custom Web Applications Add 1-Click Web Content Mgmt to New & Existing Directly from Portals & Composite Apps With Oracle WebCenter Suite Modern User Experience Platform for the Enterprise & Web UCM is strategic content repository Leverage s Oracle Universal Content Management for Web Content Management Enterprise Social Services Activity streams & graphs Recommendations, mash-ups, blogs & wikis Build communities & spaces Community member interaction Bring collaboration to critical business processes & applications 12
Oracle ECM Suite Includes Information Rights Management Enterprise perimeters Email Customer ECM Databases Intranet/ extranet File systems Supplier Oracle IRM Server Partner Everywhere IRM-encrypted content is stored, transmitted or used NO ACCESS FOR UNAUTHORIZED USERS Transparent, rev ocable access f or authorized users Centralized policy and auditing f or widely distributed content Content security beyond the database, application and firewall At Extreme Performance & Scalability New Benchmark Results Single system for all uses Imaging, digital asset mgmt, collaborative document sharing, Web site delivery Configurable fast-check-in services Trigger high volume ingestion features per use case or content item Sun Oracle Database Machine + ECM Combination Takes performance to the next level Removes traditional hardware limitations Leverages Oracle Database, RAC, Secure Files, & Exadata Storage Server New Oracle ECM Suite Performance whitepaper available Key Results 179 million docs / day Two Node UCM Server + Sun Oracle DB Machine Half Rack Hardware 13
Oracle ECM 11g PS3 Product Update UCM Universal Content Management WCM Web Content Management Integration into WebCenter URM Universal Records Management I/PM Imaging and Process Management IRM Information Rights Management Universal Content Management 11g (UCM) Manageable and Scalable With11g, UCM is Oracle s repository for unstructured content Imaging and Process Management, Records Management, WebCenter, EBS, Siebel, PeopleSoft, etc. Technical Changes Runs in WebLogic Server Enterprise manager Scalability and clustering Authentication and SSO Standards-based web sites 14
Content Server PS3 Updates New Security Capabilities Easily turn on Entity Based Security (ACLs) New configuration parameter: UseEntitySecurity Enables ACLs (users, aliases) without Collaboration Mgr component Once enabled, Content Server offers user & group access lists Search for users and groups via type ahead fields Supported for all customers Content Server PS3 Updates New Security Capabilities Role Entity ACLs NOTE: In PS3 for WebCenter & Fusion Apps only! We will offer documentation and full support for all Content Server customers in PS4 release New Security Model in Content Server Offered as a new core component: RoleEntityACL Enables ACLs to be made up of Enterprise Roles (LDAP groups) Similar to Aliases concept Business users can decide which enterprise roles should be able to read, write, delete, admin content & folders ACLs based on enterprise roles vs. individual users Easier to maintain and promotes content sharing, yet better adheres to corporate security policies 15
Content Server PS3 Updates File Store Provider (FSP) Built-in best practices and safety measures File Store Provider enabled & upgraded by default When creating Storage Rules, only specific fields editable to avoid errors Automatic dispersion of content Enabled by default for web viewables, can use dispersion in vault paths as well Dispersion uses drevclassid Two levels based on digits in drevclassid Integers encoded to characters before directories created Desktop Integration Suite PS3 Updates New Platform Support Microsoft Windows Windows 7 64-bit support DIS added as Favorite in Windows Explorer in Windows 7 Native Windows 64-bit support for all Windows versions Microsoft Office Office 2010 (32 and 64-bit versions) 16
Desktop Integration Suite PS3 Updates Microsoft Office Integration New Menu New Recent Content Items menu Shows most recently accessed items Allows users to quickly reopen content they ve worked on before Uses standard windows MRU config for number of items to show Desktop Integration Suite PS3 Updates Microsoft Office Integration Updates Easily switch from view to edit mode in the application Check-out toolbar button allows users to checkout files originally opened as read-only Continue working with ease after adding new revisions Check-in action reopens file automatically Previously, files were automatically closed after check-in Configurable via registry entry Change default Profile in drag-n-drop metadata pop-up Previously this value could not be changed Configurable by registry entry 17
Oracle ECM 11g PS3 Product Update UCM Universal Content Management WCM Web Content Management Integration into WebCenter URM Universal Records Management I/PM Imaging and Process Management IRM Information Rights Management Universal Content Management 11g 1-Click Web Content Management Open WCM Tags 18
Universal Content Mgmt PS3 Updates Web Content Management Site Studio for External Applications (SSXA) Site Studio Manager: Business users can add new sections, change templates, and section properties from Web site New template management options Manage templates in source control system, or Manage templates in Content Server Mix and match: example - page templates in source control system and region templates in Content Server Platform Support WCM 11g components now also support UCM 10gR3 Site Studio, Site Studio for External Applications Universal Content Mgmt Samples Web Content Mgmt Samples Coming Soon to OTN New Sample Web Site JSP style with SSXA Reusable templates Reusable components New Site Studio Sample Form Builder HCSP style Enables business users to build and add forms to sites Cookbook examples 19
Universal Content Mgmt Samples Web Content Mgmt Samples Coming Soon to OTN Sample Web Site Components Include: User Interface Breadcrumbs Navigation Graphics Flash Slideshow Movies Marketing / Testing A/B Split Analytics integration Content Types Product Info Article FAQ Modules Standard header, image, title, link Content Management Search Check-in Oracle ECM 11g PS3 Product Update UCM Universal Content Management WCM Web Content Management Integration into WebCenter URM Universal Records Management I/PM Imaging and Process Management IRM Information Rights Management 20
Document Explorer: Table View Click the Like count to see who likes the document. Previewing Office Documents: New! Paged style support makes prev iewing Of f ice documents easy. Utilizes UCM IBR Renditions capability 21
Content Presenter Support for Site Studio Display Templates You can now expose region display templates created in Site Studio in Content Presenter to display contributor data file content. Support for Content-Driven Navigation WebCenter Portal Apps and WebCenter Spaces now have support for content-driven navigation: Direct Query-based 22
Oracle ECM 11g PS3 Product Update UCM Universal Content Management WCM Web Content Management Integration into WebCenter URM Universal Records Management I/PM Imaging and Process Management IRM Information Rights Management Records Management 11g (RM) Focus on day-to-day management and productivity All UCM technical changes All Records Management features are available in UCM URM is required for Federated and Physical Records Management Management Features Dashboards, Checklists & Alerts Productivity Features Favorites, Bookmarks, Quick Copy 23
Records Management 11g (RM) Focus on day-to-day management and productivity Dashboards, Checklists & Alerts Favorites, Bookmarks, Quick Copy Oracle ECM 11g PS3 Product Update UCM Universal Content Management WCM Web Content Management Integration into WebCenter URM Universal Records Management I/PM Imaging and Process Management IRM Information Rights Management 24
Imaging and Process Management 11g Deployed on enterprise-class ECM Strong, Flexible Platform Built on JavaEE and WebLogic Server Broad directory support and SSO through FMW infrastructure Leverage Universal Content Management Shared repository services across document management & imaging Access all documents through I/PM application integrations Expose images through websites, portals ERP W EB IMAGING PORTAL Imaging and Process Management 11g New UI and Image Viewer Basic (zero footprint HTML): Provides easy access to users outside Oracle ERPs View only Advanced (Java applet plug-in): Full annotations & redactions Server-based conversions & rendering Simplified annotation security model Modernized, Localized UIs: Fully translated & accessible Cross-browser support 25
Imaging and Process Management 11g Embedded Workflow from BPM Suite Consolidate & simplify BPM: Out-of-the box imaging workflow solutions built on BPM Standardize on one BPM platform for imaging across all applications Process monitoring provides real-time intelligence into document-driven processes BPM SUITE Re-use workflows & skill sets: Use imaging workflows across applications Build & maximize in-house expertise in BPM Extend BPM capabilities: Open APIs enable easier custom workflow integration with applications Imaging & Process Management PS3 Updates New certifications & enhancements Certified integration with BPM 11g Certification with OSSO 10g and OAM 10g Ability to export search results to Excel Other: WLST commands to import IPM configurations Simplified Input Agent error handling Additional DMS metrics/logging 26
ECM for Applications PS3 Updates PeopleSoft Adapter and AXF enhancements ECM Adapter for PeopleSoft: Support for UCM 11g Managed Attachments View in AutoVue icon available in Managed Attachments UI Certification with PeopleTools 8.50 (Managed Attachments and Imaging solutions) Application Extension Framework (AXF): Performance Improvements Enhanced DMS metrics/logging Oracle ECM 11g PS3 Product Update UCM Universal Content Management WCM Web Content Management Integration into WebCenter URM Universal Records Management I/PM Imaging and Process Management IRM Information Rights Management 27
Information Rights Management 11g 11g Release Highlights Broader Enterprise Reach Built on Fusion Middleware and Java EE Broad platform certifications Standard 27 Oracle languages SSO authentication: OAM, Windows auth, Basic auth to LDAP Extensible, First-Class Security Extensible classification model for application integrations FIPS 140-2 certification Hardware Security Module for key storage Usability and Templates New Web-based management console Best practice rights model: global roles and templates Information Rights Mgmt PS3 Updates Desktop Application Support Office 2010 support Adobe Reader X support SharePoint compatibility Save sealed files directly to SharePoint Support much of the Office 2010 and SharePoint 2010 integrated capabilities 28
Conclusion Quarterly Customer Update Webcasts Hosted by Product Mgmt Live Webcasts - keep in-touch with Oracle & ECM every quarter Two webcasts for Americas / EMEA & Asia-Pacific time zones Topics ranging from: New products / acquisitions Product updates / patches New integrations, certifications ECM related events Webcasts and other product release news Announced on Oracle ECM Alerts blogs.oracle.com/ecmalerts Subscribe today! 29
Oracle Content Management 11g Moving from Point to Platform Simple, Smart and Scalable Content Infrastructure Low cost of ownership Effective standardization Pre-Integrated Solution for Content- Enabling Oracle s Business Applications High return on your investment Improved business responsiveness Foundation for Content-Centric Business Solutions Optimize revenue and mitigate risk The Strategic ECM Solution Complete, Open, & Integrated Join 7900+ Oracle Content Management customers 30
31