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IBM Content Manager OnDemand – Virtual Workshop Series CMOD Workshop 101 April, 2021

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Page 1: CMOD Workshop 101 - IBM

IBM Content Manager OnDemand – Virtual Workshop Series

CMOD Workshop 101April, 2021

Page 2: CMOD Workshop 101 - IBM

CMOD Workshop 101 - Agenda

Challenges and trends

Content Manager OnDemand (CMOD)

Recent updates

Useful information

Future events and topics

IBM Automation / © 2021 IBM Corporation 2

Page 3: CMOD Workshop 101 - IBM

Content volume is exploding—organizations are dealing with unprecedented volumes

4.2x 80%growth of incoming data expectedover the next two yearsSource: AIIM Industry Watch 2019

of worldwide data will be unstructured by 2025Source: IDC

3IBM Automation / © 2021 IBM Corporation

Page 4: CMOD Workshop 101 - IBM

Customer service is more important than ever The Three Customer Service Megatrends In 2021: Post-Pandemic Customer Service Excellence

Key observations• Cost reduction and Improving the customer experience are top post-pandemic business priorities• Telephone/in-person remains the

preferred contact channel• Contact centers that modernize to

improve agility will lead

IBM Automation / © 2021 IBM Corporation 4Source - Forrester https://bit.ly/3wqM4DQ

Page 5: CMOD Workshop 101 - IBM

Risk Avoidance is good for business

Cost of a Data Breach report highlights

USD 3.86 millionAverage total cost of a data breach

United StatesMost expensive country: USD 8.64 million

HealthcareMost expensive industry: USD 7.13 million

280 daysAverage time to identify and contain a breach

Recent examples

February 26, 2021: undisclosed number of T-Mobile customers were affected by SIM swap attacks, or SIM hijacking, where scammers gained access to customer personal information

January 28, 2021: a targeted attack on retail employees of U.S. Cellular, the fourth-largest wireless carrier in the U.S., hackers gained remote access to account records, 276 customers were directly impacted by personal information breaches

February 18, 2021: The California Department of Motor Vehicles (DMV) alerted drivers of a data breach that exposed drivers’ personal information

IBM Automation / © 2021 IBM Corporation 5

Source - https://www.ibm.com/security/data-breach Source - https://www.identityforce.com/blog/2021-data-breaches

Page 6: CMOD Workshop 101 - IBM

What types of content does your organization produce?

IBM Automation / © 2021 IBM Corporation 6

Photos

XML

Internal ReportsPDF

Fax

High Volume Print

Office Productivity Docs

Complex Print

Images

Page 7: CMOD Workshop 101 - IBM

Agenda

Challenges and trends

Content Manager OnDemand (CMOD)

Recent updates

Useful information

Future events and topics

IBM Automation / © 2021 IBM Corporation 7

Page 8: CMOD Workshop 101 - IBM

Introducing IBM Content Manager OnDemand (CMOD)Part of the IBM Automation portfolio

A secure and highly optimized solution for:Archiving high-volume static content• Statements, Invoices, Trade Confirmations, Explanation of Benefits

• Check images, Banking transactions etc.

Building eStatement Presentment solutions• Provide end customers with self-service access to bills, statements etc

• Provide call agents with sub-second content access for superior service

Streamlining Report Management• Financial, transaction & inventory reports used to run an organization

• Automated report distribution to decision makers and stakeholders

Meet legal and regulatory requirements• Privacy and right to forget laws

• Legal holds and retention

IBM Automation / © 2021 IBM Corporation 8

Policies

Invoices

Others

CMOD

CCPA/CPRA LGPD POPI

Page 9: CMOD Workshop 101 - IBM

CMOD – Architecture summaryCMOD Instance

A CMOD instance includes:

One Library Server • Manages information about users, groups and folders• Controls access to objects

• Maintains index information

Object Server(s)• Retrieval requests • Migration and expiration processing

• Store and retrieve requests from Library Server

• Manages reports on storage devices

• Data load operations

IBM Automation / © 2021 IBM Corporation 9

Page 10: CMOD Workshop 101 - IBM

A Legacy of Big NumbersOptimized High Performance Archive

Instant Retrieval

• Get the most out of storage

• Petabytes of data under management

• No access penalty

• 42M peak retrievals/day

• Content Navigator

• REST Services and Java APIs

• Multiplatforms, zSeries, iSeries, Web interface

• 33 petabytes in a single repository

• Scales from a department to the enterprise

Compression Performance Scalability

3500Up to 50% cost savings

30:1Items per second

162Billion documents

Optimized architecture

*

*AFP, Line, PDF

IBM Automation / © 2021 IBM Corporation

Page 11: CMOD Workshop 101 - IBM

Agenda

Challenges and trends

Content Manager OnDemand (CMOD)

Recent updates

Useful information

Future events and topics

IBM Automation / © 2021 IBM Corporation 11

Page 12: CMOD Workshop 101 - IBM

What’s New CMOD v 10.5 for MultiplatformsCMOD v 10.5 for z/OS

REST Services APIs

ü Out of the box modern REST APIs

Object storage

ü Expanded choice of object storage

ü Native object storage support on z/OS

Centralized Management of Encryption keys

ü Support for KMIP compliant key management servers

HTML5 Line data viewer with graphical annotations

ü View as well as annotate line data content with HTML5 viewer

IBM Automation / © 2021 IBM Corporation 12

Note New capabilities of CMOD v 10.5 are available for CMOD for IBM i v7.2, v7.3 and v7.4 via fixpack releases

Page 13: CMOD Workshop 101 - IBM

• New REST APIs in addition to traditional CMOD Java APIs (ODWEK)

• Benefit: Easier integration of applications with CMOD

• Simplified interface

• Uses HTTP/HTTPS based stateless protocol

• No client-side libraries

• Build Content aware Enterprise Apps• Existing enterprise applications can easily leverage content in CMOD using REST services

• Example : Customer Relationship Management (CRM) application - while reviewing specific customer information, the application can send request to CMOD REST service to retrieve recent billing statements of that customer.

IBM Automation / © 2021 IBM Corporation 13

REST Services APIs

Page 14: CMOD Workshop 101 - IBM

• Available out of the box with CMOD for Multiplatforms v 10.5• BONUS: REST services APIs can be used with CMOD v10.1 and CMOD v9.5

• REST services APIs can be configured to work with CMOD for z/OS, CMOD for i• CMOD for z/OS and CMOD for i clients are also entitled to CMOD for Multiplatforms• Deploy on bundled Web Application Server running on supported Windows, AIX, Linux, Linux for System Z

• Documentation• See Content Manager OnDemand REST Services white paper for installation instructions• Detailed information about the services can be found by either:

• Accessing the restapi.html file located in <OnDemand install dir>\www\rest\ directory or• Once deployed, accessing the documentation endpoint at http://localhost:9080/cmod-rest/v1/documentation

REST Services APIs

Requirements OptionalWebSphere Application Server V9.0.5 or greater Supported generic transform(s) WebSphere Liberty V19.0.0.10 or greater – with full profile Load balancer for high availabilityJava V1.8 or greater

IBM Automation / © 2021 IBM Corporation

Page 15: CMOD Workshop 101 - IBM

Object Storage

IBM Automation / © 2021 IBM Corporation

Economical and highly scalable storage§ Scale up to peta bytes and beyond

Ideal for archive storage tier for CMOD

Use of TSM (Spectrum Protect) not required§ CMOD integrates directly with IBM Cloud Object Storage (ICOS), AWS S3, Hitachi HCP and Azure object storage*

WORM Capability available with IBM Cloud Object Storage, Hitachi HCP and AWS S3

*TSM (Spectrum Protect) required for other object storage devices. IBM Spectrum Protect cloud object storage supporthttps://www.ibm.com/support/pages/ibm-spectrum-protect-cloud-object-storage-support

CMOD

15

Page 16: CMOD Workshop 101 - IBM

Content Storage Expanded choice of object storage with CMOD for Multiplatforms v 10.5 and 10.5.01

IBM Automation / © 2021 IBM Corporation

Traditional SAN, NAS Storage

traditional SAN, NAS storage

Object Storage

Hadoop HDFS

Tape Storage

16

Wider choice of economical & highly scalable object storage support

IBM COS AWS S3 Hitachi HCP Openstack Azure

NewObject Lock

Page 17: CMOD Workshop 101 - IBM

Content Storage Expanded choice of object storage with CMOD for z/OS v 10.5 and 10.5.01

IBM Automation / © 2021 IBM Corporation

Traditional SAN, NAS Storage

traditional SAN, NAS storage

Object Storage

Hadoop HDFS

Tape Storage New

17

Wider choice of economical & highly scalable object storage support

IBM COS AWS S3 Hitachi HCPOpenstack AzureObject Lock

Page 18: CMOD Workshop 101 - IBM

IBM Automation / © 2021 IBM Corporation 18

Object Storage CMOD support Matrix

Object Storage CMOD for Multiplatforms minimum level

CMOD for z/OS and CMOD for IBM iminimum level

IBM Cloud Object Storage 10.1 10.1.0.5

IBM Cloud Object Storage w/ Retention (WORM)

10.1.0.2 10.1.0.5

AWS S3 (AWS Object Lock) 10.1 (10.5.01) 10.5 (10.5.01)

HCP 10.1.0.4 10.5

HCP w/ Retention 10.1.0.4 10.5

Azure 10.5 10.5

See Software Compatibility Report for more details

Page 19: CMOD Workshop 101 - IBM

Centralized Key Management for CMOD encryption keys

Simplified and automated key management process

• Manage encryption keys in external key management servers

• Support for OASIS Key Management Interoperability Protocol

• Validated with IBM Security Key Lifecycle Manager (IBM SKLM)• IBM SKLM provides compliance with PCI DSS, HIPAA

• Not applicable for CMOD for z/OS and CMOD for IBM i• z/OS and IBM i provide OS level management of keys

IBM Automation / © 2021 IBM Corporation

Page 20: CMOD Workshop 101 - IBM

IBM Automation / © 2021 IBM Corporation 20

HTML5 line data viewer with graphical annotation

• CMOD v10.1 introduced replacement for applet based line data viewer with HTML5 line data viewer

• CMOD v10.5: Add support for graphical annotation to HTML5 line data viewer

Java line data viewer applet remains available for IE 11 users (deprecated; to be removed in a future version of Content Manager OnDemand)

Page 21: CMOD Workshop 101 - IBM

IBM Automation / © 2021 IBM Corporation 21

Download line-data documents as CSV – ICN 3.0.8

• ICN v3.0.8 adds the download As CSV action for Line-data format documents

• Benefit: easily work with line-data documents in Excel

Page 22: CMOD Workshop 101 - IBM

Content Manager OnDemand On Cloud Express

IBM Automation / © 2021 IBM Corporation 22

Key use cases:• Archival of a wide variety of system generated content

• Statements, Invoices, Trade Confirmations, Explanation of Benefits, Check images, Banking transactions, Reports produced by internally written applications or others like SAP

• Streamlining Report Management• Centralize business reports• Automate distribution of reports to decision makers and business stakeholders

Benefits:• Licensed by Authorized users : 500 to 2,000 Authorized users, 25GB daily archival• Managed by IBM – deploy, patch, upgrade • Expert services available for on-prem to SaaS migrations

Process PDF Datain 12 hours

Process AFP data in 12

hours

IncludedStorage

25GB all types of data 1TB25 GB 450 GB 1 TB

50 GB 900GB 1 TB

100 GB 1.8 TB 3 TB

250 GB 4.5 TB 5 TB

Get started quickly at an affordable entry point, grow to larger models as required

Page 23: CMOD Workshop 101 - IBM

IBM Automation / © 2021 IBM Corporation 23

Other updates

• PDF Indexer feature included with Content Manager OnDemand • With Software Announcement 220-345 - December 15, 2020

• Client-side PDF recombination

• Content Navigator container access CMOD

• Single sign-on support for IBM Content Navigator

• Lightweight Directory Access Protocol (LDAP) synchronization tool

See What's new in Content Manager OnDemand

Page 24: CMOD Workshop 101 - IBM

Agenda

Challenges and trends

Content Manager OnDemand (CMOD)

Recent updates

Useful information

Future events and topics

IBM Automation / © 2021 IBM Corporation 24

Page 25: CMOD Workshop 101 - IBM

IBM Automation / © 2021 IBM Corporation 25

Useful information

Whitepapers and Technotes• CMOD – Implementing Docker

• Connect CMOD to containerized Content

Navigator

• CMOD Native Encryption

• CMOD LDAP synchronization

• CMOD Active-Active HA

• SSO for ICN and CMOD

Other useful links• IBM Documentation

• VPC and PDF Indexer Announcement Letter

• CMOD v10.5 for MP Announcement Letter

• CMOD v10.5 for z/OS Announcement Letter

• Software Product Compatibility Reports

• Software support lifecycle

• IBM Content Manager OnDemand

• OnDemand User Group (ODUG)

Previously Knowledge Center

Page 26: CMOD Workshop 101 - IBM

Agenda

Challenges and trends

Content Manager OnDemand (CMOD)

Recent updates

Useful information

Future events and topics

IBM Automation / © 2021 IBM Corporation 26

Page 27: CMOD Workshop 101 - IBM

CMOD Workshop 201 Series

May 12, 2021 @ 11 AM ET/8 AM PTREST Services

June23, 2021 @ 11 AM ET/8 AM PTRemote Systems including Hybrid deployment and Storage updates

August4, 2021 @ 11 AM ET/8 AM PTThe evolution of ePresentment

Sept. 15, 2021 @ 11 AM ET/8 AM PTUseful tips and tricks

October20,2021 @ 11 AM ET/8 AM PTRobotic Process Automation with CMOD

Registration links for these events coming soon!IBM Automation / © 2021 IBM Corporation 27

Page 28: CMOD Workshop 101 - IBM

Education resources

IBM Automation / © 2021 IBM Corporation 28

enChoice EducationIBM Training

For more information and to register https://www.ibm.com/training/search?query=Content%20Manager%20OnDemand

For more information and to register https://www.enchoice.com/Learn/IBMCMODEducation

Page 29: CMOD Workshop 101 - IBM

IBM Automation / © 2021 IBM Corporation 29