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CMIS – Whatʼs coming next? Ryan McVeigh, Director of Enterprise Integration - Zia Consulting

PLAT-2 CMIS - What’s coming next?

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CMIS 1.0 has been ratified for over a year and is proving to be incredibly useful and popular. What now? Come and learn what the CMIS Technical Committee is focused on for the next version of the specification. We will discuss new features including Content Type Mutability, Repository Extensions, the new Browser Binding, Secondary Object Types (such as Aspects), Retention and Legal Hold Policies, and Tagging. We will lend an eye to the future to review other possible features and invite the audience to suggest what they feel the specification lacks.

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Page 1: PLAT-2 CMIS - What’s coming next?

CMIS – Whatʼs coming next?"

Ryan McVeigh, Director of Enterprise Integration - Zia Consulting"

Page 2: PLAT-2 CMIS - What’s coming next?

Who am I?"

Ryan McVeigh •  Director @ Zia"•  Responsible for Ziaʼs ECM Practice"•  CMIS Secretary and Technical Editor"

•  Represented BEA Systems and Oracle"

•  Ziaʼs lead CMIS representative"

Page 3: PLAT-2 CMIS - What’s coming next?

Who is Zia? A firm with deep technical expertise & strategic insight, coupled with our Agile software methodology, provides numerous benefits to our customers:"

Benefits"•  Achieve ROI by delivering improved operational efficiencies "•  Boost productivity by creating collaborative work environments"•  Maintain access and control of information through the enterprise"•  Allow employees to find the information they need, when they need it"•  Increase end-user adoption!•  Agile training by using Zia methodology and Rally tools"•  Raving fan customers"

Professional Qualifications"•  Highly-experienced, accredited senior staff consisting of Business

Analysts, Enterprise Architects, Software Engineers and Data Architects"•  Platinum Alfresco Professional Services & OEM Partner"•  Platinum Ephesoft Partner"•  Alfresco 2010 Implementation of the Year with Denver"•  MuleSoft Partner"

Our  Partners  

Page 4: PLAT-2 CMIS - What’s coming next?

Agenda"

•  What’s Happened? •  CMIS Refresher •  Coming Soon – CMIS 1.1 •  What’s in the Future? – CMIS 2.0 •  Questions?

Page 5: PLAT-2 CMIS - What’s coming next?

Whatʼs Happened?"

2006   2008   2009   2010   2011  

Development  started  by  EMC,  IBM  &  MicrosoC  

IniDal  Proposal  SubmiFed  to  OASIS  and  TC  formed  

CMIS  1.0  released  for  

public  comment  

CMIS  1.0  RaDfied  in  May  

Plug-­‐Fest  in  May  TC  working  on  

CMIS  1.1  

Page 6: PLAT-2 CMIS - What’s coming next?

Whatʼs Happened?"

Original Goals and Scope •  Enable applications to target different ECM repositories uniformly"•  Provide a set of basic services enabling richer ECM applications

and use cases"•  Allow for loose coupling of an ECM application and the underlying

repository"•  Use popular protocol bindings"

•  REST / AtomPub"

•  Web Services / SOAP"

Were we successful?

Page 7: PLAT-2 CMIS - What’s coming next?
Page 8: PLAT-2 CMIS - What’s coming next?

Whatʼs Happened?"

Current State of the CMIS Ecosystem •  Implemented by every major ECM repository vendor"•  More than 50 CMIS applications"

Page 9: PLAT-2 CMIS - What’s coming next?

Some CMIS Producers"

•  Adobe (Day Software) CRX)

•  Alfresco!•  Apache Chemistry"•  eXo Platform"•  Fabasoft"•  IBM FileNet, Lotus"•  ISIS Papyrus"•  KnowledgeTree"

•  Microsoft SharePoint 2010

•  Nuxeo

•  O3spaces

•  OpenIMS

•  OpenText

•  OpenWGA

•  Seapine Surround SCM

•  Sense/Net

•  TYPO3

Page 10: PLAT-2 CMIS - What’s coming next?

Some CMIS Client Applications"

•  Adobe Drive"•  Alfresco Mobile!•  Apache Chemistry"•  cmislib"

•  cmis-php-client"

•  DotCMIS"

•  OpenCMIS"

•  CMIS Spaces"•  DITALabs"

•  Drupal 6.x!•  Hippo CMS"•  Liferay"•  Wordpress

•  Papyrus

•  WeWebU •  Open Workdesk"

•  Zero-Install Desktop"

•  Zia Fresh Docs

Page 11: PLAT-2 CMIS - What’s coming next?

Whatʼs Happened?"

Apache Chemistry"•  Highlighted as an open source option for provider and consumer

implementers"

•  Top-level Apache project"

•  Client libraries / APIʼs"•  Java (OpenCMIS)"

•  .NET (DotCMIS)"

•  PHP (CMIS PHP Client)"

•  Python (cmislib)"

•  CMIS Workbench: graphical client, groovy console"

•  OpenCMIS Server – interfaces to implement for a java provider"

Page 12: PLAT-2 CMIS - What’s coming next?

Whatʼs Happened?"

State of the CMIS TC"•  CMIS 1.0 errata – Any day now?"•  CMIS Technical Committee working on CMIS 1.1"•  Already talking about issues and ideas for CMIS 2.0"

Page 13: PLAT-2 CMIS - What’s coming next?

CMIS Refresher"

Domain Model •  Data Model"•  Services"

Protocol Bindings •  RESTful AtomPub"•  Web Services"

Page 14: PLAT-2 CMIS - What’s coming next?

CMIS Refresher"

Repository •  Contains folders, documents and other objects"•  Must provide all basic services in the CMIS specification"•  Must provide REST and SOAP bindings"•  Advertises capabilities through a service"

Page 15: PLAT-2 CMIS - What’s coming next?

CMIS Refresher"

Object Types •  Stricly-typed data model"•  Each object has an object type"•  Four base object types:"

•  Document, Folder, Relationship & Policy"•  Base types may have sub-types"

Page 16: PLAT-2 CMIS - What’s coming next?

CMIS Refresher"

Properties •  All objects have properties"•  A property holds zero to many typed values"•  Property definitions have attributes"

•  Common attributes e.g. ID, PropertyType, Cardinality"

•  Property type specific attributes e.g. precision for decimals"•  Property data types"

•  String, Boolean, Decimal, Integer, Datetime, Id, Uri and Html"

Page 17: PLAT-2 CMIS - What’s coming next?

CMIS Refresher"

Documents •  Instance of the document base type or sub-type"•  Documents have properties and optionally a content stream and

renditions"•  Content streams are normally set and retrieved in separate operations"

•  Documents may be versionable"

Page 18: PLAT-2 CMIS - What’s coming next?

CMIS Refresher"

Folders •  Folders can contain folders and documents"

•  Any other kind of object that is declared to be fileable"•  Folders cannot have more than one parent folder"•  Folders can decide what types they contain"

•  A folder can specify it may only contain document of a given content type"•  Documents may optionally be unfiled"•  Documents may optionally belong to multiple folders"

Page 19: PLAT-2 CMIS - What’s coming next?

CMIS Refresher"

Relationships •  A directional relationship between any two objects"•  An object can have any number of relationships including with

itself"•  A relationship has a source and target but this ʻdirectionʼ has no

CMIS-defined semantics"•  Referential integrity is not enforced"

•  When the relationship is created, both end-points must exist"•  Repository support for relationships is optional"

Page 20: PLAT-2 CMIS - What’s coming next?

CMIS Refresher"

Policies •  An administrative policy that can be enforced by a repository"•  Used to manage objects in ways that are, by themselves, outside

the scope of CMIS"•  Such as records retention"

•  policyText property contains the details of the policy"•  Policy text is opaque to the CMIS repository"•  Repository support for policies is optional"

Page 21: PLAT-2 CMIS - What’s coming next?

CMIS Refresher"

Access Control •  Permission"

•  An allowed action (read, write, all)"

•  Mapping to allowed actions is repository specific and discoverable"•  Principal – a user or a group"•  Access Control Entry (ACE)"

•  One or more permissions granted to a Principal"•  Access Control List (ACL)"

•  A collection of ACEʼs"

•  Can be assigned to an object and can be propagated"•  Repository support for Access Control is optional"

Page 22: PLAT-2 CMIS - What’s coming next?

CMIS Refresher"

Versioning •  A document may be versioned as indicated by the type definition"•  Versions represent the properties and content of a document at a

given point in time"•  All versions of a document collectively define its Version Series"•  CheckOut creates a Private Working Copy which can be edited

and checked in"

Page 23: PLAT-2 CMIS - What’s coming next?

CMIS Refresher"

Query •  Based on well known standard – SQL-92"

•  With ECM extensions added"•  Each type is treated as a logical relational table"•  Joins may be supported"

•  Either inner, or both inner and outer joins"

•  Repository specific behavior"•  Query supports metadata and/or full-text"

•  Repository support for full-text search is optional"

Page 24: PLAT-2 CMIS - What’s coming next?

CMIS Refresher"

Services •  Eight sets of services:"

•  Repository, Object, Discovery, Navigation, Versioning, Relationship, Policy and ACL"

•  Support for create, read, update and delete operations for various types"

•  Some examples:"•  Repository Services: getRepositories, getRepository, getTypeDefinition"

•  Navigation Services: getChildren, getFolderParent, getObjectParents"

•  Object Services: createDocument, createFolder, getObject, getObjectByPath, getContentStream, deleteObject"

•  Versioning Servcies: checkOut, cancelCheckOut, checkIn, getAllVersions"

Page 25: PLAT-2 CMIS - What’s coming next?

CMIS Refresher"

Protocol Bindings •  Providers must implement RESTful AtomPub and SOAP"

RESTful AtomPub •  Feeds, entries & links"•  GET, POST, PUT, DELETE"•  Example: createDocument by POST to parent folderʼs collection"•  Recommend HTTP Basic Authentication"

Web Services •  SOAP"•  WSDL and XSD are defined in the specification"•  Recommend Basic Authentication and WS Security

UsernameToken"

Page 26: PLAT-2 CMIS - What’s coming next?

Coming Soon – CMIS 1.1"

Browser Binding – CMIS-719 •  Designed to allow developers to build browser based applications"•  Use already understood technologies including"

•  HTML, HTML Forms, JavaScript and JSON"

•  Does not require a JavaScript library"•  Optimized for use in a browser, also useful for HTTP based

bindings for other application types"

Page 27: PLAT-2 CMIS - What’s coming next?

Coming Soon – CMIS 1.1"

Browser Binding – CMIS-719 •  HTTP Protocol"•  Predictable URLʼs"•  JSON Data Representation"

•  Described by orderly: http://orderly-json.org"CMIS   JSON  

String   string  

Boolean   boolean  

Decimal   number  

Integer   number  

DateDme   number  (milliseconds  since  1970/01/01,  UTC)  

Uri   string  

Id   string  

Html   string  

Page 28: PLAT-2 CMIS - What’s coming next?

Coming Soon – CMIS 1.1"

Browser Binding – CMIS-719 •  Uses HTTP GET and POST exclusively"

•  HTML forms used to POST content must include “cmisaction” to describe the action to perform e.g. createDocument, createFolder, etc."

•  Various controls specified per operation"•  Demo in a few minutes"•  Details here:"

•  http://bit.ly/tlACld"

Page 29: PLAT-2 CMIS - What’s coming next?

Coming Soon – CMIS 1.1"

Type Mutability – CMIS-669 Use Cases

•  CMIS Application needs to install its own metadata and uninstall if removed"

•  CMIS Repository migration application would not only migrate documents from one repository to another; but would be able to migrate and preserve the metadata as well"

•  General purpose Administration applications that allow administrators to edit metadata for new systems"

Page 30: PLAT-2 CMIS - What’s coming next?

Coming Soon – CMIS 1.1"

Type Mutability – CMIS-669 Requirements

•  Must be optional and backward compatible with 1.0"•  Must be implemented in a way such that is it obvious to someone

familiar with CMIS 1.0 how these operations would be implemented"

•  POST to the ʻTypes Childrenʼ collection creates a new type, etc."•  Must allow an application to setup new types with associated new

properties"•  Optionally allows an application to delete types it has created"•  Exposed schema changes will be confined to a small footprint"•  A Type Mutability aware CMIS 1.1 client MUST work fine with a

CMIS 1.0 (non Type Mutability) aware server"

Page 31: PLAT-2 CMIS - What’s coming next?

Coming Soon – CMIS 1.1"

Type Mutability – CMIS-669 •  Discoverable Optional Capability exposed on a type"

•  cmisTypeMutabilityCapabilitiesType enum"

•  create (new child types), update, delete"•  New services: createType, updateType and deleteType"•  Details here:"

•  http://bit.ly/v9zeYg"

Page 32: PLAT-2 CMIS - What’s coming next?

Coming Soon – CMIS 1.1"

Secondary Object Types – CMIS-713 •  Aspects!"

Use Cases •  Additional metadata has to be attached after the document has

been created"•  Adding a new set of properties is necessary for some business

cases"•  Some technical metadata derived from the content can only be

added after the repository has analyzed the content"•  Some common and crosscutting concepts such as tags, comments

and ratings can be implemented with secondary types."•  Secondary types and their properties can reveal and control the

status of an object. Examples are legal holds, workflows, storage/archiving information, publishing information, etc."

Page 33: PLAT-2 CMIS - What’s coming next?

Coming Soon – CMIS 1.1"

Secondary Object Types – CMIS-713 •  New base type: cmis:secondary "•  Other base types have new attribute:

cmis:secondaryObjectTypeIds "•  Added to updateProperties and checkIn services"•  Properties are returned via query operations"

•  Can be filtered using property filter syntax"•  Details here:"

•  http://bit.ly/syhlzW"

Page 34: PLAT-2 CMIS - What’s coming next?

Coming Soon – CMIS 1.1"

Approved •  CMIS Repository Extensions (CMIS-693)"•  Allow Creation of Unfiled Documents with AtomPub (CMIS-711)"•  Description Property for all Base Types (CMIS-712)"•  Retention & Hold (CMIS-714)"

•  Currently proposed to split these into separate proposals"

Page 35: PLAT-2 CMIS - What’s coming next?

Coming Soon – CMIS 1.1"

Under Consideration •  External Content Reference (CMIS-705)"•  Batch Operations (CMIS-727)"•  Is PWC the latest version? (CMIS-728)"•  Query Wildcard Clarification (CMIS-729)"

Page 36: PLAT-2 CMIS - What’s coming next?

Demo!"

Browser Binding in Alfresco •  More efficient than Web Services and the AtomPub binding"•  Florianʼs CMIS Webinar: http://bit.ly/tTW9ZX"•  Florianʼs Slides: http://slidesha.re/uL8IKI"•  Try it! http://cmis.alfresco.com/"

Page 37: PLAT-2 CMIS - What’s coming next?

Whatʼs in the Future? – CMIS 2.0"

•  Pessimistic Locking (CMIS-196) •  Multiple Content Streams on Documents (CMIS-432) •  Remove base64 content stream encoding (CMIS-466) •  Reconsider Renditions Implementation (CMIS-645) •  Annotations (CMIS-722) •  Tagging (CMIS-726)

Page 38: PLAT-2 CMIS - What’s coming next?

CMIS Technical Committee Info"

All work publicly accessible TC Wiki

•  http://bit.ly/t1IUCw"All OASIS JIRA Issues

•  http://bit.ly/vEHttJ"

Page 39: PLAT-2 CMIS - What’s coming next?

Contact Me"

Ryan McVeigh – ECM Business Owner: •  [email protected]"

Page 40: PLAT-2 CMIS - What’s coming next?

Q & A"