Federated Virtual Universal - Can You Have It All?

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Federated, Virtual, Universal… Can You Have it All?


Enterprise Information Integration


The many dimensions of Content Integration

Stored in a Dctm

Repository

Stored outside a Dctm

Repository

Accessed within a Dctm Application

Accessed outside a Dctm

Application

Content Mgmt Control

No Content Mgmt Control


Customer Scenario: Application in the Cloud

Current State: Use salesforce.com - want to manage & secure the content files involved in selling process

Insufficient content mgmt functionality

Prefer to keep files behind your firewall

Solution

Content Services for Salesforce CRM

Others: Leverage integration based on CMIS


Integrations

Content Services for Salesforce CRM

Content Services for SAP

Content Services for SharePoint

Content Services for EMC Centera

Content Services for NetApp SnapLock

Content Services for BEA Portal


Benefits of a Standardized Repository

Standardized repository infrastructure

Can present a single, simplified architecture to manage

Simplifies system administration

Benefits of efficient reliable storage for all applications

Common repository

Easier to share between applications - benefits of unified repository to non-dctm apps

Facilitates search / eDiscovery

Facilitates policy mgmt

Easier to migrate between versions, when content is in one place


Levels of Control

Content management enabled repository

Can add security & retention

No matter which application creates, you can put the content mgmt controls on it

Can scale up level of control without migration or integration concerns


Virtual Content Management

Stored in a Dctm

Repository

Stored outside a Dctm

Repository

Accessed within a Dctm Application

Accessed outside a Dctm

Application

Content Mgmt Control

No Content Mgmt Control


Driver: Governance, Risk & Compliance

Customer A has 500 different repositories, 23 billion objects – Want to manage from a single control point

– Retention for compliance– Hold for legal support – Disposition for cost management


Driver: New, Improved applications

Customer B wants single point of access for End users

Want new applications to draw from multiple existing systems

– Legacy users of legacy apps need not change

The application would move content across repositories


How VCM works (Not Federated)

The master system is like a dispatcher

We track virtual objects which include pointers to source systems

– Source systems: ECM systems, ERP systems, File Share drives

Direct operations to source repositories through an adaptor layer

– Currently offer native adaptors provided by partner

Search, check in and out, version…content remains in place


Elements of our Virtual Content Management

•Search•Discovery•Classification

•Versioning•Locking•Retention

AdaptorFramework

•Proxy Objects•Metadata Mgmt•In‐place or Copied

•Schema Mgmt•Operations

METACATALOG

CRAWLER /MONITOR

SCHEMA MAPPING


Standards based integrations

Structured: SQL

Semi-structured: XQuery

Unstructured: CMIS

CMIS is a standard for integrating with ECM systems– Eliminates adapter risk because most will support CMIS – Will be adopted by ECM vendors and non-ECM vendors– Won’t need an SI for upgrades

Tie it all together: XProc –For when you need to combine both sources in a single application


Benefits of Virtual Content Management

Migrate if and when cost effective– Could leave in place forever– VCM creates a buffer so can migrate over time– Minimal impact on business operations – Use old and new systems simultaneously

Not federated – which has too many dependencies

Governance, Risk & Compliance

New Applications built on the shoulders of others


MDM “Entities”

Documents get meaning from their relation to something defined by data

“Entities” give context and relevance to data– Lung x-ray Patient name– Invoice Supplier name– Loan application Customer name

Entities can be described with different terminology which causes conflicts

– Financial/Credit: Card Holder, Member, Customer– Medical: Patient, Client, Member


Standardize Entities

GeneralPractice

“Member”

X-Ray Dept.“Patient”

Blood Lab“Donor”


Standardize Instances

Susan Hong

110 51st Street Apt. 3

New York, NY

Susan Smith

110 51st Street Apt. 3

New York, NY

Susan Smith

26 Suburban Lane Stamford, CT


MDM brings consistency and accuracy

Content management + MDM = accuracy and efficiency

Documentum

General Practice

Member

Home Grown

X-Ray Dept.

Patient

FileNet

Blood Lab

Donor


Use Case: NY City

Current state:Customer has 6 agencies managing healthcare

informationEach Borough has and needs independent systems

Different CM vendorsInformation duplication

Goals:Needs solutions that work across Agency boundaries

Manage information from umbrella solutionsImprove data quality & consistencyProvide single point of policy managementUnify vocabularyAdd new functionality in a consistent way

Different data models Different vocabularies


Use Case: Leading Global Data Provider

Current state:Data provider in multiple industriesData stored in different geographical silosData stored in RDBMS & CMS systemsNo single data modelNative applications serve local data

Goal:Build centralized solution to discover relevant

information across silos and manage it Add collaboration and BPMImprove data quality


Business Drivers for Data/Content Integration (Gartner)

Run The Business– Improves the accuracy of business process– improves business user decision making

Growing the Business– Single view of customer helps to understand customers – Master product data can speed time to market

Transforming the Business– Foundation for modeling and simulation from different

organizational perspectives– Clean information can be shared with external partners– Not sufficient by itself, but without it transformation

strategies are too hard or too expensive


MDM Hype Cycle

Organizations have a fundamental need to have one validated record of a patient, citizen, customer, or product to enable greater organizational efficiencies, meet compliance and grow revenue opportunities.

Gartner’s hype cycle for Master Data Management states:

Through 2012, 70% of SOA projects in complex, heterogeneous environments will fail to yield expected business benefits unless MDM is included.

Through 2012, due to the lack of a sufficiently business-oriented approach, appropriate governance and accompanying metrics structure, 60% of MDM programs will be regarded as failures.


VCM and MDM

Master Data Management

Virtual Management in

External Apps or Repositories


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Federated Virtual Universal - Can You Have It All?