db2 content management - ibm · pdf filed2 - 05 db2 content management.ppt 15 db2 records...

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DB2 Content Management

D2 - 05 DB2 Content Management.ppt 2

Instant messages,

e-mail

Orders, Confirmations

Customer/SupplierRecords

CustomerCorrespondence,

Reports

Photos, Videos, Audio (Phone

Conversations)

Web Content

Invoices, Financial and Tax Statements

Call Center

@@BusinessContent

CreateSearchStore

ManageDistribute

Retain

Business Data Also Includes Unstructured ContentOn Demand Access is Required

Wireless& PDA

Kiosk

Portal / Browser

Call Center

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3. Search, ViewAnd Manage

2. Store andManage

DB2Content Manager

Storage Systems

1. Capture and Create

ERPSCMCRM

IntegrationWorkflow

Search

Doc / RecordsManagement

Storage

Collaboration

Secure Access

Personalized Delivery

DB2 Content Manager� Extends information management to include unstructured formats

� One interface, “one” source

� Integrate unstructured content into core business process� Eliminate paper based processes� Also for regulatory and policy compliance

� Comprehensive content capture, control, and management� Storage management, records management, collaboration, and portal


DB2 Content Manager

Common repository for all types of content � Folder paradigm to organize content items into groupings

� XML import/export and schema mapping utility

� Broad support for types of content� Native resource managers deliver stored content� Integration with other resource managers

� Supports document based workflows� GUI workflow builder

� Pre-built integration with Portal� Content Management Portlets

� Web service interface� Access items stored in DB2 CM and content / routing functions� J2EE and .NET client applications (MIME and DIME attachments)

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Folder Paradigm to Organize Content Items

� XML schema defines organization scheme

� Content items are delivered by resource managers

� Folder maybe used by humans in workflow

Claim Folder

Claim IDCustomer Name...

Resource Manager

Resource Manager

Resource Manager

Photograph Document Video Clip

Photographs ScannedDocuments

Video Clips


XMLDoc

.

XMLDoc

.

User Schema Storage Schema

CM

Import/Export

XSLTscripts

XMLDoc

.

XMLDoc

.

conforms toconforms to conforms toconforms to

Import

� Transforms user’s XML Schema into a CM-compliant storage schema� Allows user to modify storage schema (schema editor)� Generates XSLT scripts� Provides persistent store for schemas, mappings, and XSLT scripts� Provides schema import, export and XSLT transformation services

XML Schema Mapping Utility

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IBM

Accessing Unstructured Content

Our Customer Service Reps not only need access to information in databases, they need access to pictures, text, and other paper-based information. How can we access this information as easily as the rest of our data?

This is a need common to many companies. DB2 Content Manager allows you to manage unstructured data similar to how you manage your structured information.

On Demand Insurance CIO


ClaimsInformation

Police reports, pictures

Customer Service Representative

Customer Service Representative at On Demand Insurance Needs Instant Access to Claims Information

� Claims information was maintained in paper files� Each file contained photos, police reports, forms, and adjuster

comments

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Portal, eClient or Windows

� Single point of access� Flexible content model� Document workflow

� Highly scalable architecture

� DB2 Library Server� Content categorization / mgmt� Descriptive metadata� Fast content searching

� WebSphere Resource Managers� Capture archive content� Content retrieve directly from

appropriate server� Tivoli Hierarchical Storage

Management integration

What do we have in Neha

Shah’s file?

Claim #2153

Inspection Report

Picture of House

Content Consumer

Portal, eClient or Windows

WebSphere Application Server

Resource Managers

Resource Managers

Resource Managers

Resource Managers

StoredProcedures

DB2 / Oracle

Library Server

Content Manager API

WebSphere Application Serverstore and search

retrieve

DB2 Content Manager

DB2 / Oracle

DB2 Content Manager Delivers Claims Information On Demand


DB2 Content Manager

Unstructured Claim Data� Signed insurance agreement� Copy of claim form� Picture of house � Notes from previous calls� All now digitized!

Customer Service Representative

DEMO: Claim Content Readily Available

� Customer Service Representative to review policies for a customer inquiries of claims

� policies contains pictures, pdfdocuments, …

� Customer Service Representative to view all different documents from one place

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Workbasket Collection Point

Decision Point

Sub ProcessStart

Stop

Split and Join

Business Application

Embedded workflow engine� Performance, small footprint, integrated ACLEnablement for application development� Java and C++ API, Java Non-Visual Beans and C++

components, web servicesSupported in eClient and Windows Client

Modeling capabilities:� Branching based on specified action� Server exits on entering/leaving work nodes� User-defined actions/action lists� …

Document Routing Workflow


Content Management Portlets� A complete collection of WebSphere Portal portlets exposing the full

capabilities of DB2 Content Manager� Logon� Search Query� Search Results� View Document/Folder� Single-Sign-On

(Credential Vault)� Import Document� Download Document � Edit Attributes of Item

(re-indexing)� Folder Hierarchy

Enhancements� Create New Folder� Delete Item (document(s) or folder(s))� Text Searchable Attributes and Content� And more…

� Leveraging WebSphere Portal Click-to-Action� Inter-portlet communication protocol

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DB2 Content Manager Web Services� Java servlet plug-in to WebSphere Application Server

� Leverages WebSphere Application Server

� Coarsely granular interfaces to minimize network traffic� Generic operations (Create, Update, Delete, Retrieve, Search, etc.)� Data returned as XML documents� Batch mechanism to group operations together

� Binary data support� DIME and MIME attachments� URLs� Base 64 for inline binary content

� WSDL from a customer’s DB2 Content Manager metadata� Tools to generate WSDL based on item types

� Comprehensive Java, VB, and C# based sample applications� How client-side components utilize DB2 Content Manager Web services

interfaces


Imaging

DocumentManagement

High VolumeReport Mgmt

Digital AssetManagement

IBM DB2 Content Manager

- DocumentManager

- OnDemand

- VideoCharger IBM DB2ContentManager

ArchivingIBM DB2 CommonStore

- SAP- Exchange- Domino

RecordsManagement

IBM DB2 Records Manager

Web Content Management

WorkplaceWeb ContentManagement

Digital RightsManagement

IBM DB2RightsManager

Digital AssetManagement

IBM WebSphere Information Integrator Content Edition

InformationIntegration

IBM DB2 Content Manager Portfolio

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DB2 Records Manager

� US DoD 5015.2 chapter 4 certification (July 2004)� Treatment of classified records

� UK national archives 2002� Formerly known as “Pro II”� Amalgam of 5015.2 + Mo Reg (European Union)

� Regulatory and company requirements

� Declare company records for special management� e-mail messages and attachments

− from within Lotus Notes and Microsoft Outlook

� Corporate documents� Within DB2 Content Manager Document Routing

� Store declared records in a centralized repository� DB2 Content Manager

� High performance


DB2 Content Manager

DB2UDB

enQHandler

DB2 Records ManagerDB

Trigger

As the value of eRecord is “auto”, the DB trigger queues up the item for auto declare/classify by the Records Manager Enabler Server.

1

Application

Configure item type in Content Manager (using Sys Admin Client) to set the eRecord Attribute to “aut”

CM Updates item table and stores content.

3

Records ManagerEnabler Server reads item from the auto declare/classify queue as it polls for items

5

7

Records ManagerEnabler

HostInterface

4

6 Call Records Manager API to declare and automatically classify the record.

Records ManagerEnablerServer

Set attributes in Content Manager to indicate item is a record and change its ACL

User selects content and imports it into CM.

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Easy Company Records Management

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DB2 Document ManagementCreating, storing, retrieving, collaborating and editing documents

�Document: an electronic file or a set of inter-related files that make up an unit of information

Knowledge Management

• Searching & Retrieve

• Library/Taxonomy Mgmt.

• Foldering

• Multiple File format

• Publishing Renditions – PDF, TIFF

Document Management

• Complex Document Handling

• Versioning & Relationship Mgmt.

• Create/Edit

• Collaboration

• Storage

• Records Management


DB2 Document Management Services� Compound Document Support

� Integrated Records Managementw/MS Office and CAD applications

� Lifecycle Management

�Dynamic AdministrationCustomize the User Interface & Integrated App.Function

� Add Rules based lifecycles, records management on the fly!

� Robust Application integrationw/MS Office and CAD applications

� RELATIONSHIPS

� LIFECYCLE

� APPLICATION INTEGRATION

� EASY TO USE

� EASY TO DEPLOY & CUSTOMIZE

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Enables…

� Collaborative document creation

� Document management across globally dispersed users

� Ensures accurate & up-to-date documents are available on demand -where and when you need them

IBM DB2 Document Manager

Robust Document Management Services

� Simple and compound document

� Engineering file formats

� Collaboration and process management

� Rules-based document lifecycle

management

� Integrated records management

� Application integration for Office & CAD

� Bulk document loading

� Version & Renditioning services

� Remote Printing/Plotting

� Automated Notification


DB2 CommonStore� DB2 CommonStore for Lotus Domino (CSLD) / Microsoft Exchange

Server (CSX)� Archive management of Domino or Exchange documents� Full-text indexing and search � Single instance store, compression� Component archiving, enhanced archiving options and archiving

policy definition

� DB2 CommonStore for SAP� Archive management of SAP documents� Access to SAP documents from the non-SAP applications� Access to non-SAP documents from an SAP application� Annotation capability� Linux (Intel) support

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Workplace Web Content Management� Manages content intended to be displayed on web sites

� Content versioning and rollback� Content and site assets saved as explicit versions and restored� Repurpose content from DB2 Content Manager within Workplace Web

Content Management

� Managed reuse of portal documents

� Advanced personalization and conditional presentation of external content

� JSP applications pull content from Workplace Web Content Management

� National Language Version (NLV) support

� API externalization for programmatic control of Workplace Web Content Management


WebSphere Information Integrator Content Edition (WIICE)

� One interface to diverse content managers and workflows� Java-based bidirectional� Expose their unique capabilities � Federation content services

− metadata mapping, federated search, and single sign-on

� Real-time content views and workflow access

Workflow

WIICE

� Integrate with leading content stores and workflow engines

� Toolkit to develop custom content connectors FileNet

IBM CM

Documentum

Stellent

Content Mgrs

Workflow

Workflow

Workflows

Pre-built Connectors

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IBM Federated Records Management Solution

� Manage recordkeeping policies for distributed content � Manage all records via one centralized records mgmt. application� Use (federated) records-enabled business applications� Apply records control within the business application's repository� Easy migration to a single content mgmt. repository, e.g. DB2 CM

� Identify, integrate, manage and analyze information, in real-time -regardless of the type of information, platform or vendor� Reduced risk exposure from retaining too few or too many records� Lower records administration costs with streamlined processes� Decreased development cost with little custom coding or

implementation work

•75% companies have two or more repositories•Nearly 25 % have more than 15 content repositories


Content Management in Industry Solutions� Cross industry

� Regulatory compliance� OnDemand workplaces

� Public� Homeland security� e-government� Social services & social security� Postal

� Industrial� Elect value chain mgmt� Product life cycle mgmt� Service after sales – Auto

� Finance� Customer insight� Multi-channel transformation� Payments (check, wholesale)� Risk & compliance (Basel II,

SEC/NASD)� Core insurance

� Distribution� Trading partner collaboration� Customer centric retailing� Dynamic merchandising and

marketing

� Communications� SP delivery environment� Cost optimization� Revenue maximization

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Challenge� Make policy information available online, ultimately to 9000 agents and 300,000

policy holders

Solution� Store policy related information electronically,

including photos, documents, and voice files, using IBM Content Manager

� Enable worldwide access thru IBM Enterprise Information Portal

Value� Broke its all-time record for new business� Boosted premiums at each agency by an average of 35 percent.� Process 98% of new applications in 24 hours vs. 60 days for competition

“In this business, there are leaders and followers. Along with IBM, ACUITY is setting the industry's standards by using today's most cutting-edge technology to propel past competition and serve our agents like never before."

Neal Ruffalo, Vice President of Information Technology, ACUITY

ACUITY


Partners: Turning Products into Solutions…

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AdvancedStandardAdvanced10. Collaboration

NoNoAdvanced11. Enterprise Content Integration

NoNoAdvanced9. Email Archive / Data Archive

StandardPrimitiveAdvanced8. Workflow

StandardNoAdvanced7. Records Management

NoNoAdvanced6. Production Image Management

NoNoAdvanced5. Enterprise Report Management (COLD)

NoAdvancedStandard4. Rights Management

PrimitiveNoAdvanced3. Digital / Media Assets Management

StandardStandardAdvanced2. Document Management

PrimitiveStandardAdvanced1. Web Content Management

OracleMicrosoftIBMContent Management Capabilities

IBM Content Management Advantages

Source: IBM DB2 Competitive Research, 2005


Accessing Unstructured Content

Now with DB2 Content Manager we can quickly and easily access all our customer related content in electronic form.

On Demand Insurance CIO

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Make All the Pieces Work Together