daniela milanova - bgougwebsite.bgoug.online/upload/events_files/141_oraclecontent... · sop...
TRANSCRIPT
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Daniela MilanovaSenior Sales Consultant
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Oracle Content Management
BGOUG Spring Seminar, 20-22.04.2007
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Oracle Content Management Evolution
• Oracle Portal (9i and later)• Oracle Collaboration Suite (Content Service)• Oracle Content DB / Records DB (10gR2)• ECM Solution (Stellent Acquisition)
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The Portal Solution
Built-In Content Management
• Create, maintain, publish, and search common business content without having to leave the portal for an external application
Content Integration• Use the Portal to make any content
more accessible• Internal and external Web sites• Business content from enterprise
applications• Content authored and managed in
legacy and best-of-breed content management systems
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OracleAS Portal
• Complete set of content management features built-in
• Single application reduces cost of integration and management
• Build more attractive and interactive portals
• Enable Web site consolidation• Leverage Portal framework to
improve relevance and accessibility of content
Manage In Portal, Publish in Portal
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Advanced Categorization & Search Features
• Extensible Metadata• Attributes• Categories• Perspectives
• Integration with Oracle TEXT
• Enables advanced search and query-based publishing
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Desktop Integration
• Use desktop tools to author content
• Use desktop tools to save content within portal
• Compatible with any WebDAV client:
• Windows Explorer, MS Office, Dreamweaver, Photoshop, many others
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Oracle Content Management Evolution
• Oracle Portal (9i and later)• Oracle Collaboration Suite (Content Service)• Oracle Content DB / Records DB (10gR2)• ECM Solution (Stellent Acquisition)
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Oracle Content Services 10gWhy it’s needed…and why it’s better
ENTERPRISE READINESSScalable, Manageable, Affordable, Usable
CA
PA
BIL
ITIE
SS
ecur
ity, O
rgan
izat
ion,
Sea
rch,
Li
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cle
Mgm
t., P
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“Basic”File Servers
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Traditional “ECM”Products
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“Smarter”File Servers
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Oracle Content Services 10g
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• Control & Productivity• Compliance• Content Risk
Managed Storage Solutions (SAN, NAS, etc.)
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EnterpriseContent Integration
This presentation is for informational purposes only and may not be incorporated into a contract or agreement.
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Oracle Content Services 10g: Key Capabilities
• File Management and SharingRole-based, fine-grained access control
• Document Lifecycle ManagementApply policy to content automatically
• Records and Storage ManagementRecord declaration, classification, retention, disposition
• Workflow and Business Process AutomationBPEL, Web services integration with enterprise applications
Manage all your content in the Database
This presentation is for informational purposes only and may not be incorporated into a contract or agreement.
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This presentation is for informational purposes only and may not be incorporated into a contract or agreement.
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New documents added at the rate of over
30,000 per day
New documents added at the rate of over
30,000 per day
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SOP ProcessSetting Up Policy
Author accesses specification template
Author begins sketching specification in MS/Word using “Ideas”
As specification jells, author drags it to “Drafts” and creates several versions
Author copies final draft to Review and Approval where Category is added and
Approval Workflow is automatically launched
Reviewers collaborate on producing final version and, upon completion, move the document to “Publish and Make Record”
Upon arrival in “Publish and Make Record”, specification automatically
becomes a record and is made available to all users of the Site. Group “PLM
Project 180 Users are notified of arrival and attach SOP to PLM application
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Oracle Content Services 10gWhat Makes it Better
• Security• Fine-grained, role-based access control• Available on Linux and other secure platforms
• Compliance• Retention/disposition management• Legal hold• Content auditing/reporting
• Content Lifecycle Management• Policy-based versioning• Event-driven workflows• Automatic attribution
• True Enterprise Readiness• Embeddable services• Dramatically more scalable
vs. File System-based Products (i.e. file servers, SharePoint)
Oracle Content Services 10g delivers the security, compliance/risk management, and content lifecycle benefits of high-end content management products in a solution that is uniquely capable of true enterprise deployment in terms of scalability, manageability, cost, and usability
• Significant Cost Advantage• Much lower license pricing• More reasonable hardware footprint• Faster deployment, lower deployment cost• Much lower ongoing system administration cost• Out-of-the-box integration
• Superior Usability• Familiar UIs and work processes• No “feature glut”• Layered, policy-based functionality• Delegated administration• Suitable for deployment across all skill levels and
business functions
• Embeddable Services
vs. Traditional High-End Content Management Products
This presentation is for informational purposes only and may not be incorporated into a contract or agreement.
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Launch workflowsAccess content services from workflows
Workflow/BPA
Create custom metadataAttach metadata to content
Extended Metadata Management
Declare recordsManage record categories
Records Management
Scan documents, folders, sites for virusesVirus Control
Create powerful search expressionsRetrieve matching content
Search
Add/remove users from groupsChange user access and permissions on folders and content
User, Group, and Access Management
Create folders, document and linksCopy, move, delete, version content
File and Document Management
Typical FunctionsClass
A Total of Over 200Web Services CallsA Total of Over 200Web Services Calls
Oracle Content Services 10g:Comprehensive Web Services
This presentation is for informational purposes only and may not be incorporated into a contract or agreement.
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Oracle Content Management Evolution
• Oracle Portal (9i and later)• Oracle Collaboration Suite (Content Service)• Oracle Content DB / Records DB (10gR2)• ECM Solution (Stellent Acquisition)
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Organizational Information
Structured20%
Unstructured80%
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Organizational InformationA serious problem
Structured20%
Unstructured80%
90% Unmanaged
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Organizational InformationAnd a growing problem…
Growing at
36%annually
Structured20%
Unstructured80%
90% Unmanaged
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Oracle Content DB What Is It?
1. Gets content under control with minimal change management and user adoption risk
2. Enhances collaborative business processes and applications
3. Supports business policy and lifecycle management implementation
Oracle Content DB delivers content management for the rest of us—cost-effectively bringing the benefits of content management to all users across the enterprise
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The ProblemAnd Not Dealing With It
Databases and Business Apps
Brand “A”
Brand “B”
Brand “C”
“ECM” Apps The Rest of Us
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Oracle Content DB and Records DB
• First end-to-end solution for capturing, classifying, retaining and retiring content based on policies
• Powered by Oracle Database• Familiar, easy-to-use Windows and Web user interfaces• Integrated BPEL process management for SOA• Platform for application development and integration
• Integrates with Oracle E-Business Suite today• PeopleSoft, Siebel coming• SAP and other applications
• Growing partner solution ecosystem
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Managed Lifecycles
Oracle Content DB
Oracle Records DB
Create & Capture
Perfect & Organize
Deliver
Destroy Retain
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Oracle Content DBFunctionality
Content Management FeaturesContent Management Features
Folder and document-level securityGroup and role-based access controlMulti-site management
Web servicesJava
Check-in/outAutomatic policy-based versioningAutomatic/required CategoriesSymbolic linksContent and metadata search
Event-driven BPEL workflowsWorkflow Web services orchestration
Policy-based records & storage mgmt.Comprehensive Auditing/ReportingVirus checking and scanning
Enhanced Web UI with edit-in-placeComprehensive Windows desktop integration with offline managementMac desktop integration
Library Services
APIs
User Access and Management BPM
Compliance and Content Security
Usability Features
Custom Event-Handlers
Extensibility
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Oracle Content DB Architecture
Oracle Database 10g
Oracle Application Server 10g
Web ServicesProtocol Services
HTTP(S), WebDAV. FTP/FTPS
Java APIs
Oracle Content Management SDK Oracle Identity Management
Oracle Text
Oracle Workflow
ContentMetadataRelationshipsContent IndicesProcess Status
Oracle BPEL Process Manager
Content Management Biz Logic
Ora
cle
Con
tent
DB
Records Management Biz Logic
ISV ApplicationsOracle Drive BusinessApplicationsPortalServices-Built
ApplicationsRich Web Client
PortletsBasic Content Services
BPEL Workflows and Processes
Oracle EnterpriseManager
Content-Enabled Applications
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Oracle Content DBExtending the Functionality
• Web Services• Content enable business processes and
applications• Build customer or industry specific solutions
• Auditing• Event driven application logic
• BPEL• Control behavior with custom workflows
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Content DB Interfaces
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Kofax Ascent Capture
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Integration with SAP
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Orchestrate ServicesOracle BPEL Process Manager
Oracle BPEL Oracle BPEL ProcessProcessManagerManager
Place OrderPlace OrderCheck InventoryCheck Inventory
Deliver Deliver ProductProduct
SubstituteSubstituteProductProduct
���� alertout of stock
Alternate Specifications
(Content)
This presentation is for informational purposes only and may not be incorporated into a contract or agreement.
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Oracle EOracle E--BusinessBusinessJD Edwards JD Edwards EnterpriseOneEnterpriseOneJD Edwards WorldJD Edwards WorldPeopleSoft EnterprisePeopleSoft Enterprise
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Transparent Records Management
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Integrated Storage Management
This presentation is for informational purposes only and may not be incorporated into a contract or agreement.
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Summary
Content management is rapidly evolving from a departmental to a true enterprise requirement
Oracle Content DB 10g delivers content management for the rest of us—cost-effectively bringing the benefits of content management to all users across the enterprise
1. Gets content under control2. Maximizes user adoption while minimizing risk3. Enhances collaborative business processes and applications4. Supports policy and lifecycle management implementation
This presentation is for informational purposes only and may not be incorporated into a contract or agreement.
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Oracle Content Management Evolution
• Oracle Portal (9i and later)• Oracle Collaboration Suite (Content Service)• Oracle Content DB / Records DB (10gR2)• ECM Solution (Stellent Acquisition)
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Understanding ECM Technology
Retain
Discover
Notify
Freeze / Hold
Audit / Report
Dispose
Paper
Graphics
Images
Video
Reports
Code (JSP, XML, ASP)
Documents
CAD Drawings
Web site
Portal
Wireless
RSS Feed
Application
Desktop
Search
Edit
Review
Approve
Security
Business Process Automation
Capture Store / Manage
Distribute / Share
Preserve / Dispose
Create Collaborate & Route
Convert & Deliver
Archive & Destroy
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ECM components
• Document Management (DM)• Records Management (RM)• Web Content Management (WCM)• Document Imaging/Capture (DI)• Workflow/BPM• Information Rights Management (IRM/DRM)• Digital Asset Management (DAM)• Plus other desired components like
• Collaboration• E-Forms• COLD/ERM• etc.
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Enterprise Content ManagementIt’s about building and enabling solutions
Enterprise Content Management SolutionsMulti-national Web Presence E-DiscoveryMarketing Asset and Brand Mgmt
High Volume ArchivingCall Center and Self-Service Claim and Application ProcessingMaterial Safety Data Sheet Mgmt
File Server ConsolidationE-Government Procure-to-PayPartner & Dealer Extranets Secure Board and M&A
CommunicationsCustomer Support Extranets Intellectual Property ProtectionPolicies and Procedures Medical Image ProcessingContract and Case Management
Call Center & Training DocumentationIntranet Consolidation Invoice & Check Processing
Records Management
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What makes the Stellent Solution different?
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Oracle’s Content Management Strategy
Natural Extension
• Deliver Integrated Enterprise Content Management
• Web content management• Document management• Digital asset management• Imaging• Records management
• Leverage and Enable Oracle’s Product Families• Database• Fusion Middleware• Applications
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Content Management ProductsPurpose-built
• Core document management services on Oracle Database
• Infrastructure for building document management applications
• Upgrade to UCM
Core Document
Management
Content DB Suite
Content DB Content Server
• Enterprise Content Management Suite
• Supports Web Content Mgmt., Document Mgmt., Digital Asset Mgmt, Records Mgmt.
• User-oriented content
Enterprise Content
Management
Content Server
Universal Content Management (UCM)
• Process-oriented imaging applications
• ERP integrations with JD Edwards, PeopleSoft, EBS
• Output management and archiving
ERP Imaging and Process Automation
Imaging Server
Imaging and Process Management (I/PM)
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Content Management Products Example Solutions
• File server consolidation
• Policies and procedures
• Document sharing and collaboration
• Consolidated content repository for enterprise applications
• Accounts payable & receivable automation
• Travel and expense automation
• HR and application processing
• Multilingual web sites• Partner extranets• Intranet consolidation• Customer support• Policies and procedures • Brand management• Sales portals• E-government
Core Document
Management
ERP Imaging and Process Automation
Enterprise Content
Management
Content DB Suite
Content Server Imaging ServerContent DB Content Server
UCM I/PM
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Content DB Suite
Content Server Imaging ServerContent DB Content Server
UCM I/PM
Unified Records and Retention Management
Universal Records Management (URM)
• URM application provides consistent records and retention across multiple systems with central policies
• Adapters available for ECM solutions and other repositories• Strategic Records Management platform for Oracle solutions• URM and CDB adapter replaces Records DB effective April 15
Universal Records Management
A = URM Adapter
A A A
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Unified Content Security & Control
Information Rights Management (IRM)
• Control and secure content outside the repository• Set policies on who can access documents and when• Provide audit and revocation of access rights
Information Rights Management
Content DB Suite
Content Server Imaging ServerContent DB Content Server
UCM I/PM
Universal Records Management
A A A
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