1 introducing documentum 6 david mennie senior product marketing manager, interactive content emc...
TRANSCRIPT
1
Introducing Documentum 6
David MennieSenior Product Marketing Manager, Interactive ContentEMC Corporation
October 10, 2007
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What is your most important asset?
How do you manage it?
Information
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Customers Partners EmployeesAccess
Where Are Your Important Assets?
I deleted graphicI deleted graphic
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research
specs
models
Your NextInnovation
Your NextOpportunity
presentations
proposals
orders
Is Your Information an Asset or a Liability?
Your NextLawsuit
emailmemos
contracts
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How do you work with your information?
app• office productivity suites• product development• project management• search
app• invoice processing• claims management• business process automation• scanning and imaging
app• email archiving• reports management• SAP data• eDiscovery
app• creative tools for rich media• marketing automation• web publishing• video management
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Introducing Documentum 6
Infrastructure
appapp
appapp
Information
Building An Information Infrastructure
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1st GenerationSilos—Small vendors providing point solutions to solve discrete business problems
Evolution of Enterprise Content Management (ECM)
Problem solving• Document management• Web content management• Digital asset management• Workflow/BPM
2nd GenerationSuites—Vendors providing comprehensive ECM functionality
Leverage investment• Enterprise repository• Common capabilities• Different User
Experiences• Fragmented architecture
3rd GenerationInfrastructure—EMC Documentum provides ECM as part of the information infrastructure
Unlock information• Unified repository• Enterprise Grade,
Distributed• Modular, Configurable• Usable
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Infrastructure EMC Information Infrastructure
Lower costsIncrease utilization, reduce management effort
Reduce risksProtect information against loss, secure against unauthorized access
Exploit valueHarvest information’s value to benefit the business in new ways
appapp
appapp Information
Introducing 3rd Generation ECM – Documentum 6
EMC Documentum & 3rd-Party
ProductivityEliminate barriers to content and processes
Improve customer experienceProvide access and context for better service
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EMC Information Infrastructure
Infrastructure
appapp
appapp Information
storeSAN: Symmetrix, CLARiiON, ConnectrixNAS: Celerra CAS: CenteraIP: Symmetrix, CLARiiON, Celerra, Centera
protectarray replication: SRDF, MirrorView, etc.backup to disk: NetWorkerdata de-duplication: Avamarcontinuous data protection: Kashya (RecoverPoint)security: RSA, Authentica, Network Intelligence
optimizevirtualization: VMware, Rainfinity, Invistainformation mgmt: xtender family, Documentumresource mgmt: ControlCenter, Smarts, nLayers
leverageenterprise content mgmt and archive: Documentum information acquisition: Captiva, AcartusBPM, collaboration: ProActivity, eRoomenterprise search: AskOnce
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storeSAN: Symmetrix, CLARiiON, ConnectrixNAS: Celerra CAS: EMC Centera
protectArray replication: SRDF, MirrorView, etc.Backup-to-disk: LegatoData de-duplication: AvamarContinuous data protection: KashyaSecurity: RSA, Authentica, Network Intelligence
optimizeVirtualization: VMware, Rainfinity, InvistaInformation management: Legato, Documentum, EMC InfoscapeResource management: ControlCenter, Smarts, nLayers
leverageEnterprise Content Management: Documentum Information acquisition: Captiva, AcartusBPM, collaboration: ProActivity, eRoomEnterprise search: AskOnce
Storing more intelligently
Making protection effective and affordable
Securing critical assets Next generation backup
Virtualizing information infrastructure
Automating data center operations
Unified Content Management & Archiving
storeSANNASCASIP
protectArray replicationBackup-to-diskData de-duplicationContinuous data protectionSecurity
optimizeVirtualizationInformation managementResource management
leverageEnterprise Content Management Information acquisitionBPM, collaborationEnterprise search
Acceleratin
g B
usin
ess Valu
e for
Ap
plicatio
ns
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storeSAN: Symmetrix, CLARiiON, ConnectrixNAS: Celerra CAS: EMC Centera
protectArray replication: SRDF, MirrorView, etc.Backup-to-disk: LegatoData de-duplication: AvamarContinuous data protection: KashyaSecurity: RSA, Authentica, Network Intelligence
optimizeVirtualization: VMware, Rainfinity, InvistaInformation management: Legato, Documentum, EMC InfoscapeResource management: ControlCenter, Smarts, nLayers
leverageEnterprise Content Management: Documentum Information acquisition: Captiva, AcartusBPM, collaboration: ProActivity, eRoomEnterprise search: AskOnce
Storing more intelligently
Making protection effective and affordable
Securing critical assets Next generation backup
Virtualizing information infrastructure
Automating data center operations
Unified Content Management & Archiving
storeSANNASCASIP
protectArray replicationBackup-to-diskData de-duplicationContinuous data protectionSecurity
optimizeVirtualizationInformation managementResource management
leverageEnterprise Content Management Information acquisitionBPM, collaborationEnterprise search
3/03 1/04 1/05 1/06 1/07
EMC’s Content Management investments:• Documentum – content management• Ask Once – federated search• Acartus – reports management
• Captiva – imaging• Authentica – information rights management• ProActivity – business process management• X-Hive – XML management
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CONTENT APPLICATIONSKnowledge
WorkerTransactional Interactive Archival
Documentum 6
Personal andTeam
Productivity
Customer Experience and
Service
Preservationof Content
Cost of Processing
Transactions
COMPLIANCE
UNIFIED CONTENT MANAGEMENT
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BearingPoint: Knowledge Worker
BearingPoint Profile Consulting and professional
services: consulting applications services, technology solutions and managed services
$3.5B in revenues
Challenges Project teams were unable to
leverage standard methodologies Corporate compliance around
retaining contracts and records Internal teams needed to share
knowledge & track activities
Metrics of Success• Reduction in paper reliance• Ability to find client project data much more quickly• Less exposure to compliance infractions:
-Sarbanes-Oxley, Legal & Foreign Corruption Act Team rooms
-Retention policies adhered to for information• Sharing of best practices across disciplines and
project teams
LibraryServices
LibraryServices Collaborate
Services
CollaborateServices Workflow/
Lifecycles
Workflow/LifecyclesRights
Mgmt
RightsMgmt Image
Mgmt
ImageMgmt Records
Mgmt
RecordsMgmt
Global Teams discover | collaborate | leverage | secure
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Cincinnati Financial: Transactional Content
Cincinnati Financial Profile One of the nation’s top 25 largest
property and casualty insurers, actively marketing insurance in 32 states.
Revenue (2005): over $4.7 billion
Challenges Manual paper-based claims,
manually entered financial and claim coding
Took 18 to 30 days from notification of loss
Metrics of Success• Claims reps access electronic claim files -instantaneously updated (film and audio files)
-750 field claims reps, -250 other users-Regularly accessed by 2,000 employees
• Takes one day to enter claim into system• Immediate access for decision makers. Faster processing of large claims files.• Electronic information saves $5 million/year.• Company weathered the 2004/05 hurricanes
Input
Scannersand faxes
Applicationoutput
Paper ande-forms
Process Deliver
Data anddocuments
Businessapplications
Portal
15© Copyright 2007 EMC Corporation. All rights reserved.
Brown Forman: Interactive Content Management
BF Profile
Leading American Spirits & Wines Co.
$2.5B in revenues 37 Global Brands Jack Daniel’s Whiskey,
Finlandia Vodkas, Bolla Wines, Stella Gin…
More than 6000 people, worldwide— marketing, sales, legal, AR/AP, external partners, and more— use their ECM applications
Metrics of Success• More comprehensive view of brand assets • Large savings on non-creative agency fees• Great adoption rates: -2500 employee users -500 agency users -450 partner users• Reduced cycle time from idea generation to marketplace execution
Media Repository
Creative Process
Multi-ChannelPublishing
BF Brand Center Jack Daniels Digital
Pressroom BF Photo Studio
Agency Collaboration Agency Workflows Creative Tool
Integration
BF Print www.B-F.com
16© Copyright 2007 EMC Corporation. All rights reserved.
Common Infrastructure for Content Applications
RepositoryRepository services, virtualization, and standardization
Content IntelligenceContent analytics, search, metadata, and relationships
Content ServicesNative ingestion, manipulation, and publishing for all content types
Compliance and SecurityPrivacy, authorization, retention, integrity, rights management, and auditing
Service OrchestrationWorkflows, business processes, and collaboration
CONTENT APPLICATIONS
Knowledge Worker
Transactional Interactive Archival
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What’s New in Documentum 6 Platform?
SOA ReadyNext generation API (DFS) for Web Services
New Development Tools New Eclipse-based tools, Aspect programming
Enhanced configurability Templates, profiles, aspects, presets
Enhanced distributed environment New Branch Office Caching Services
Enhanced Reporting Reporting in the platform, Crystal Reports runtime
Enhanced compliancePhysical records management and ensure IRM is everywhere
SOA ReadyNext generation API (DFS) for Web Services
New Development Tools New Eclipse-based tools, Aspect programming
Enhanced configurability Templates, profiles, aspects, presets
Enhanced distributed environment New Branch Office Caching Services
Enhanced Reporting Reporting in the platform, Crystal Reports runtime
Enhanced compliancePhysical records management and ensure IRM is everywhere
COMPLIANCE INFRASTRUCTURE
ALL CONTENT TYPES
RICH SET OF CONTENT SERVICES
MULTIPLE CLIENT ACCESS POINTS
Mission: To make building, configuring, and deploying content applications substantially faster and easier
- Unified
- Modular
- Configurable
- Enterprise Grade
- Federated & Distributed
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Compliance Layer
Documentum Technical Architecture
Repository Services Layer
Security Layer
Content Services Layer
Process Services Layer
Client Infrastructure Layer
Repository Infrastructure
Documentum 6Robust, Standards-Based, Unified Platform
PR
OG
RA
MM
ING
INT
ER
FA
CE
S
CO
NF
IGU
RA
TIO
N IN
TE
RF
AC
ES
TO
OLS
Database Full-Text Index File System Directory Services
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EMC’s New Enterprise Content Services?
SOA Ready
Documentum functionality presented as services Developers use services to build products and integrations
– Extend one of our clients to add new functionality– Build a new custom client– Integrate Documentum's functionality with other applications that support
standards, such as Oracle Fusion Middleware and SAP NetWeaver
Initial suite of Enterprise Content Services is Documentum Foundation Services
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What is Documentum Foundation Services?
DFS is Enterprise Content Service’s ‘core’ package – Brand New API – “Best in the Business”– Provides suite of out-of-the-box services
Object, Version, Query, Schema, Search, Workflow
– Includes a runtime environment and a set of design-time tools DFS is provided as two distinct physical deliverables
– EAR file (Java Enterprise Edition (JEE))– Zip archive ( DFS SDK for run and design-time).
DFS instead of Documentum Foundation Classes– Rapid development & deployment– Easy to learn – English-like language– Easy to use – not ECM / Documentum specific– Easy to support
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Eclipse-Based Development Tools
One integrated development environment
Industry-standard platform
Open and extensible– Available for partners
and others to add their own plug-ins
Project-based development process
New Development ToolsNew Documentum Composer
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Contextual Control • Dynamically applied• Controls behavior and attributes • Extends the object model• Exists and are layered independently
Record
Web Content
ExecutiveAuthoredA
spec
ts =
Co
nte
xt
Document Types = IdentityIN
VO
ICE
CO
NT
RA
CT
SO
P
Aspects Programming
New Development ToolsAspect Configurations Reduce Schema Complexity
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Enhanced Configurability
Control of the user interface
Customize common contextual settings
Specify: object types, ACLs, formats, actions, lifecycles, workflows, searches, retention policies, transformations, base attributes
PresetsConfiguration Settings Dramatically Reduce Need For Coding
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Pre-Caching—push subset of content to remote BOCS servers based on content locations, properties, users, and work queues
Write-Back Support—allow for writes to local BOCS cache for both import and check-in
PragueNew York
24© Copyright 2007 EMC Corporation. All rights reserved.
CentralRepository
ApplicationServer
WebClient 1
WebClient 2
BOCS
Enhanced Distributed Environment
Content-Enabling the Distributed EnterpriseNew Branch Office Caching Services (BOCS)
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Other New Capabilities in Documentum 6
Improved WDK Performance LDAP Enhancements Historical audit trails Full-Text search enhancements Coordinated UTC date storage Event-based retention support for Centera Java DMCL Java Management Extension (JMX) framework Role-based administration Documentum Reporting Services
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Report Example
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What’s New in Knowledge Worker Applications?
Personal andTeam
Productivity
Customer Experience and
Service
Customer Experience and
Service
Preservationof Content
Preservationof Content
Cost of Processing
Transactions
Cost of Processing
Transactions
What’s New in Knowledge Worker Applications
Embrace and extend Microsoft SharePointNew user interface for work queues and image/task management
Complete unification: collaboration, search, IRM Native image handling with Imaging Services
New offline client capabilities Easier user interface configuration
Enhanced usability and configuration of Webtop Complete Business Process Management Suite
Enhanced search with new dynamic clustering
Embrace and extend Microsoft SharePointNew user interface for work queues and image/task management
Complete unification: collaboration, search, IRM Native image handling with Imaging Services
New offline client capabilities Easier user interface configuration
Enhanced usability and configuration of Webtop Complete Business Process Management Suite
Enhanced search with new dynamic clustering
- Easier to use
- Pervasive access
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no check boxes
• right-click support
• keyboard shortcuts
• dynamic menus multi-object actions
New Webtop User ExperienceImproved Usability, Making It Easier To Use
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Faster Finding• Results clusteringFaster Finding• Results clustering
Better Search• Improved relevancy detectionBetter Search• Improved relevancy detection
Wider Search• More adapters• Desktop search
Wider Search• More adapters• Desktop search
Simpler Search• New Search experience• Search templates
Simpler Search• New Search experience• Search templates
Enhanced SearchNew Content Discovery Capabilities Through ECI Services
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Enhanced Collaboration EditionNew Webtop-based Collaboration
Team workplaces External members New object types Data tables User configurable Process Management Leverages platform services
Search, BPM, Records, IRM
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Offline-enables any Documentum client/application Allows files/folders on your desktop Seamless integration with Windows Synchronization on demand/automatically Supports both content and metadata Can support cabinets, folders, or document-level synchronization
Enhanced Offline CapabilitiesProviding access and ease of use to those who need to be mobile
32© Copyright 2007 EMC Corporation. All rights reserved.
What’s New in Transactional Content Management
Personal andTeam
Productivity
Personal andTeam
Productivity
Customer Experience and
Service
Customer Experience and
Service
Preservationof Content
Preservationof Content
Cost of Processing
Transactions
New TaskSpaceNew user interface for work queues and image/task management
New Imaging Services Native image handling with Imaging Services
Enhanced Forms Builder Easier user interface configuration
Complete BPM Suite Complete Business Process Management Suite
Tighter Integration Between Captiva and BPM
New Process Services for SAP
New TaskSpaceNew user interface for work queues and image/task management
New Imaging Services Native image handling with Imaging Services
Enhanced Forms Builder Easier user interface configuration
Complete BPM Suite Complete Business Process Management Suite
Tighter Integration Between Captiva and BPM
New Process Services for SAP
- Easier to use
- Easier to configure and deploy
- Further leverage BPM technologies
- Enhance Compliance
33© Copyright 2007 EMC Corporation. All rights reserved.
Users can rapidly complete tasks and retrieve documents
Easily configured for specific job functions or tasks
– Tasks, task lists, forms, documents, folders, and searches
Accelerates deployment and adoption of EMC transactional content management solution
Processing task
Viewing a folder
New Documentum TaskSpaceTransactional-Based Client EnvironmentNew Documentum TaskSpaceTransactional-Based Client Environment
34© Copyright 2007 EMC Corporation. All rights reserved.
Manage Folders
Managing Folders
Folder metadata displayed along
with contents
Display custom metadata in
content listings
Easy to model customer
accounts, cases, claims, etc.
Search on and filter content
Browsing limited to
subfolders
35© Copyright 2007 EMC Corporation. All rights reserved.
Design improvements make it easy to create, preview and work collaboratively on forms
Layout and styling improvements for highly customizable forms
Incorporates AJAX technology for dynamic form fields
Use form templates for multiple localized versions of a form
Forms Builder EnhancementsNew configuration environment for both Forms and TaskSpace
36© Copyright 2007 EMC Corporation. All rights reserved.
Usability improvements for Process Builder
Workflow enhancements for queue management and task assignments
Improved configuration of integration and monitoring activities
New ability to define structured data within processes
Configure process integration with SAP applications
New Process Builder UI
Complete Business Process SuiteProcess Orchestration Enhancements February 2007
launch of the
BPM Suite
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Interactions with SAP can be modeled and initiated at any point within a Documentum business process
Information can be easily shared between Documentum and SAP
- Link objects in either system
- Replicate information between systems
Documentum can trigger workflow activities in SAP
Use case examples:
- Document-centric applications such as engineering change management
- Process-centric applications such as invoice processing
New activity templates to connect processes using Documentum and SAP:
Complete Business Process SuiteProcess Orchestration Enhancements
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What’s New in Interactive Content Management?
Personal andTeam
Productivity
Personal andTeam
Productivity
Customer Experience and
Service
Preservationof Content
Preservationof Content
Cost of Processing
Transactions
Cost of Processing
Transactions
New Web Content Management Capabilities New Site Wizard and Contributor User Interface
Enhanced usability to work with rich mediaNew usability enhancements, including collaboration edition for marketing automation
Deeper support for Creative SuitesNew File Share Services for Adobe Creative Suite 3 and other creative tool integrations
New Intellectual property rights management
Simpler transformation management
New Web Content Management Capabilities New Site Wizard and Contributor User Interface
Enhanced usability to work with rich mediaNew usability enhancements, including collaboration edition for marketing automation
Deeper support for Creative SuitesNew File Share Services for Adobe Creative Suite 3 and other creative tool integrations
New Intellectual property rights management
Simpler transformation management
- Make it easy to work with rich media: images, video, web and many more
- Pervasive access, especially the creative desktop
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Focus on WCM Ease-of-Use
eRoomNew User Interface for casual
or non-technical users that makes it easy to create, edit
and publish content
New Ease of Use Web Content Management
Enhancements to editing experience with template creation – Page Builder
Dynamic Site Navigation based upon content relationships with
taxonomy structure
Web Publisher Site Manager
Site Creation and Management Capabilities with a Web Publisher Site Wizard
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• Lightbox Views
• Loupe Display
• IP R
ights
DAM DD66
• Enhanced UI
Enhanced Rich Media Support
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Creative Tool Support
• Adobe CS3
• Lightweight
DAM DD66
• Macintosh Support
Deeper Creative Suite Support
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Creative Tool Support
• Web Services Access
• CTS Activ
ity fo
r BPM
Transformations DD66
• XML Transformatio
n
Services
Simpler TransformationsNew Transformations, Administration & Usability
New Usability: Transformation Wizard
• Usability
New XML Transformations Services
XSL Engine – Render XSL-FO to PDF format
Full XSLT Support Includes pre-built
style-sheets, transformations and Open DITA tool kit
Designed for extensibility
WML, cHTML, XHTML,
Javahelp, WinHelp,
RTF, Postscript,
etc…
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What’s New in Archiving Applications?
Platform optimizations for archiving apps (light-weight
objects, rapid ingestion, repository partitioning, etc.) Email completeness (legal discovery, mailbox mgmt, etc.) Enhanced Archive Services for SAP Enhanced Archive Services for SharePoint
Platform optimizations for archiving apps (light-weight
objects, rapid ingestion, repository partitioning, etc.) Email completeness (legal discovery, mailbox mgmt, etc.) Enhanced Archive Services for SAP Enhanced Archive Services for SharePoint
Personal andTeam
Productivity
Personal andTeam
Productivity
Customer Experience and
Service
Customer Experience and
Service
Preservationof Content
Cost of Processing
Transactions
Cost of Processing
Transactions
4444
Summary
• Documentum 6 introduces a comprehensive information infrastructure for content applications
• Key areas of innovation include:– Transactional Content Management– Documentum 6 Platform– Interactive Content Management
• Soon to come are further enhancements:
– Knowledge-Worker Applications– Archiving