Enterprise content management meets open source linux con august 2010

Open Source ECM

ECM Meets Open SourceThe Next Generation of Enterprise Content Management?

Cheryl McKinnon - CMO, Nuxeo@CherylMcKinnon [email protected]

August 11, 2010 - Boston - LinuxCon 2010

Friday, August 6, 2010

mailto:[email protected]

mailto:[email protected]

Open Source ECM

IntroductionWhat is ECM / Enterprise Content Management?

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Open Source ECM

What is Enterprise Content Management?

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Popular Definition from

AIIM: The ECM Association

http://aiim.org“the strategies, methods and tools used to capture, manage,

store, preserve, and deliver content and documents related to organizational processes. ECM tools and strategies allow

the management of an organization's unstructured information, wherever that information exists”


http://aiim.org

http://aiim.org

Open Source ECM

What is Enterprise Content Management?

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• Emerged as technology category c. 2000

• An umbrella group for point solutions such as

• Document Management (DM)

• Records Management (RM) and/or Archiving

• Workflow / Routing

• Capture / Imaging / Scanning

• Collaboration

• Publishing


Open Source ECM

May 2010 - Milestone in Information Management

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Open Source ECM

Today - Convergence of Disruptive Factors in ECM

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• CMIS (Content Management Interoperability Services) Standard is ratified

• Release of Microsoft SharePoint 2010

• Signals from legacy ECM vendors that market is beginning to fragment and change


Open Source ECM

Today - Convergence of Disruptive Factors in ECM

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• Information management is no longer a frill in the knowledge economy

• It is a fundamental infrastructure element

• World of work is increasingly lean, mobile, social and interoperable

• ECM architectures of the ‘90s reaching end of life

• Governments and businesses know their requirements better than software vendors


Open Source ECM

Today - Second Generation of ECM Deployments

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• AIIM - May 2010 Market Intelligence Report

• 35% of Respondents are deploying new Enterprise Content Management systems over next 12-18 months

• 64% of Respondents would consider using Open Source ECM software products

• Software as a Service ECM alternatives expected to double over 12-18 months - up to 12% will use SaaS


Open Source ECM

Today - Second Generation of ECM Deployments

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• Gartner - April 2010

• Gartner has seen a sustained rise in open source content management offerings during the past 2 years

• 90% driven by perception of cost savings - also increased core maturity of available products, better flexibility and innovation

• “How to Determine if Open Source Makes Sense for your Content Management Strategy Publication Date: 15 April 2010/ID Number: G00175045


Open Source ECM

CMIS - Content Management Becomes Interoperable

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Open Source ECM

Open Standards / Open Source

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• Taking our Digital Footprint Seriously

• Long Term Preservation

• PDF/A

• Era of Information Overload becomes Dark Ages 2.0?

• Broad, accessible software source code

• User and developer community “future-proofs” against vendor merger and acquisitions or proprietary file types

• Public sector, large organizations, archives can assert control over their digital content requirements


Open Source ECM

CMIS - Background

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• Original Concept as an AIIM Committee in 2006

• “Interoperable Enterprise Content Management - iECM”

• Kick off meeting - vendors, academics, end-users

• Three vendors created own project

• Microsoft, EMC, IBM

• Expanded to 7 vendors


Open Source ECM

Background

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• Draft specification submitted to OASIS in 2008

• Strong participation and collaboration among 19 vendors

• Final public draft in January 2010

• Ratification on May 4, 2010


Open Source ECM

CMIS: Why and What?

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• Statement of Purpose

• Define a domain model that can be used by applications to work with one or more Content Management systems

• Data Model, Abstract Capabilities, Set of Bindings

• Problem of “islands of incompatible systems” making it difficult for organizations and application developers to integrate content across and among systems


Open Source ECM

CMIS: Why and What?

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• Use Cases for CMIS 1.0

• Collaborative Content Applications

• Portals Leveraging Content Management Repositories

• Mashups

• Content Repository Search

• http://www.oasis-open.org/committees/cmis/charter.php


http://www.oasis-open.org/committees/cmis/charter.php

http://www.oasis-open.org/committees/cmis/charter.php

Open Source ECM

CMIS: Why and What?

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• Secondary Use Cases

• Content-centric Workflow and BPM

• Archival Applications

• Compound and Virtual Documents

• Electronic and Legal Discovery

• Not in 1.0 Scope

• RM and Compliance

• Digital Asset Management (DAM)

• Web Content Management (WCM)

• Subscription and Notification


Open Source ECM

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IBM/Filenet NuxeoEMC/

Documen-tum

Sharepoint Open Text/Livelink

...

CMIS Client : Portal, Scanning, Content Management or Business Apps

Document

FolderMetadata

Checkin, Checkout

Versions

CRUD operationsQuery : CMISQL

Renditions

Filing

Relations

REST (AtomPub) or SOAP

ACL

CMIS 1.0


Open Source ECM

Emergence of Chemistry

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• Apache “Chemistry” Emerges as Incubator for CMIS code base

• Nuxeo a co-founder in early 2009 with Day Software

• SAP contributes to OpenCMIS in 2010

• Active contributions ongoing by Nuxeo, Alfresco, Day, Open Text, SAP


Open Source ECM

Emergence of Chemistry

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Open Source ECM

Silos: More Harvesting Less Breaking

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Open Source ECM

Harvesting the Silos

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• Finding the common ground across Content Management Repositories

• Technical Use Cases

• Repository to Repository

• Application to Repository

• Federated Repositories

• http://www.slideshare.net/pie1120/the-point-of-the-content-interoperability-services-cmis-standard


http://www.slideshare.net/pie1120/the-point-of-the-content-interoperability-services-cmis-standard




Open Source ECM


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• Repository to Repository

• Publish a document from one repository to another

• Example: a document in an ECM system published to a WCM upon approval

• Manage corporate records from one centralized repository

• Access business records from multiple document repositories in one records system for consistent retention, disposition


Open Source ECM


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• Application to Repository

• Use and consume managed content across other line of business applications

• ERP, CRM, case management systems, collaboration tools

• Let content flow across its natural horizontal business lifecycle


Open Source ECM


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• Federated Repositories

• Ability to use and consume content across multiple repositories

• Appears to end user as one cohesive system

• Ability to build single UI to access content stored in multiple repositories - entirely different ECM products


Open Source ECM

AIIM iECM Demo Server

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• 5 Separate ECM repositories in a federated Health Care Scenario

• Built by Laurence Hart (@piewords) and Thomas Pole (Harris Corp.)

• Repositories all hosted by vendors - US, Europe, Cloud


Open Source ECM

AIIM iECM Demo Server

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Open Source ECM

Problem is Not Vendor Lock-in It’s Content Lock-in

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Open Source ECM

Lowest Common Denominator or Greatest Common Factor?

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• Basics of the Specification

• Object Types

• Documents, Folders, Relationships, Policies

• Each object has an object identity, properties

• Objects may an access control list, a content stream or rendition


Open Source ECM

CMIS: Real World Content Applications - Today

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Open Source ECM

Real World CMIS in Action

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• Content Management Goes Mobile

• Android CMIS Browser

• Browse CMIS repository

• View Documents

• Email Documents

• Search

• View Document Properties

http://code.google.com/p/android-cmis-browser/




Open Source ECM


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• Content Engine behind Web Content Management / Portal Systems

• Enterprise Content Management or Digital Asset Management


Open Source ECM


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• Business Process Management Engines

• Can access content stored in ECM repositories via CMIS

• Content moves through business process in context


Open Source ECM

ECM - Platforms vs. Suites vs. Condominiums

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Open Source ECM

ECM Evolving into a Platform for Content Applications

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• CMIS opens the door to meaningful consumption of content across business processes

• Generic deployments of basic document management often don’t meet business requirements

• Compliance cudgel often doesn’t work

• Productivity is back on the front-burner

• CMIS = Fast integrations


Open Source ECM


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• Recent AIIM Market Intelligence “State of the ECM Industry” 2010

• 34% Respondents have a keen interest in CMIS

• But... only 7% plan to adopt over next year

• http://www.aiim.org/Research/ECM-State-of-Industry-2010.aspx


http://www.aiim.org/Research/ECM-State-of-Industry-2010.aspx




Open Source ECM


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• Vendors with cohesive platforms may be able to be most creative with CMIS

• ECM vendors will need to differentiate in new ways

• Suite vendors that assembled portfolio via acquisition will take longer to take full advantage of CMIS

• Inconsistent architectures and integrations


Open Source ECM

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Nuxeo ECM: A Platform for Content Applications

PlatformContent

Infrastructure

Nuxeo Enterprise PlatformComplete set of components covering all aspects of ECM

Nuxeo CoreLightweight, scalable, embeddable content repository

HorizontalPackages

DocumentManagement

Digital AssetManagement

CaseManagement

Framework

StructuredDocument

Server

ContentAggregator

Business Solutions

Correspondence Management

Contracts Management

Invoice ProcessingRecords

Management

Construction Media Government Life Sciences


Open Source ECM

Use Cases: Platform for Content Applications

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• Turn-key ECM Applications

• Document Management, Digital Asset Management, Records Management

• Content-Centric Business Applications

• Formerly Described by Gartner as Content-Enabled Vertical Applications (CEVA) - Now “Composite Content Applications” (CCA)

• Correspondence Control, Case Management, Contracts Management, Invoice Processing


Open Source ECM

Use Cases: Platform for Content Applications

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• Embedded as a Service

• “OEM” content repository

• Mobile, offline applications needing lean, secure document store


Open Source ECM

Architecture for 21st Century Content Management Needs

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• Elements of an ECM Platform - Nuxeo Example

• Extensible and flexible Java Architecture

• OSGi based component and deployment model

• Repository includes embeddable core document services


Open Source ECM


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• Extensible ECM Services documented for development of content applications

• Modular UI Building blocks for web, desktop, portal access


Open Source ECM


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• Content Model and Document Type definitions

• Metadata, Vocabulary, Lifecycle configuration

• Forms Design and Application Branding


Open Source ECM

More Information? Nuxeo - Open Source ECM

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• Founded 2000, with North American operations established in 2009

• All ECM products available under LGPL with no license costs

• Full maintenance and support with Nuxeo Connect subscription services

• Rapidly growing channel with Galaxy Partner Program


Open Source ECM

More Information? Nuxeo - Open Source ECM

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www.nuxeo.org

www.nuxeo.comWhite Paper


http://www.nuxeo.org

http://www.nuxeo.org

http://www.nuxeo.com

http://www.nuxeo.com

http://www.nuxeo.com/en/downloads/white-papers/8things-whitepaper

http://www.nuxeo.com/en/downloads/white-papers/8things-whitepaper

Open Source ECM

Wrap Up / Q&A

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