knowledge management in sap enterprise portal - · 2017-02-23 · sap enterprise portal - powered...

Knowledge ManagementinSAP Enterprise Portal -powered by SAP NetWeaver TM

Product Management Operations

SAP AG

Released to SAP customers

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SAP AG 2003, EP KM Overview Speaker / 2

Agenda

Introduction

Knowledge Management within SAP NetWeaverand SAP Enterprise Portal

A sidestep to the collaboration capabilities ofSAP NetWeaver

Summary

Appendix: KM Delta Features EP6.0


Quotations Around KM & Collaboration

„An organisation’s ability to learnand translate that learning into

action is the ultimate competitivebusiness advantage“

Jack Welch, former chairman General Electric„I collaborate therefore I know“

KM World Magazine

„We are drowning in informationbut starved for knowledge”

John Naisbitt, AuthorComing together is a beginning;Keeping together is progress;Working together is success.

Henry Ford, Entrepreneur

„An investment in knowledgepays the best interest”

Benjamin Franklin, Inventor


The amount of information and knowledge isincreasing exponentially

About 1.5 exabyte of data is created every year(250 MB per every human being)The World Wide Web grows at arate of 10,000 pages a day

What about the information in your organization ?

The Information Deluge


The User Deluge

The number of participating / contributing users isincreasing exponentially as well

The time it took for these technologies to have morethan 50 million users

for the radio 35 yearsfor TV 13 yearsfor the WWW 5 yearsfor Napster 2 months

What about the users in your organization ?


Reality Is Hard


85%

15%

Unstructured Information Has It’s Particular Challenges

E-mail

WebIntranet

Group-ware

SharedDrives

Doc.Mgt.

Structured Information.

Operational systems

Unstructured

Structured

Source: IBM


Homogeneity Would Be Nice But...

...information is distributed in organizations...

OrganizationallySubsidiariesDepartmentsTeams...

TechnicallyWeb server

File serverSAP systems

DM systems...

SemanticallyCategories

KeywordsNavigationhierarchies...

...and the consequences arePeople do not find the right informationRelated information cannot be connectedCollaboration and information exchange between people does not work…


Information and Collaboration Complement Each Other

Information Approach

InformationPlatform

‚Repository‘, ‚Intranet‘Create, retrieve and structure informationDrivers: Documents, content

RolesAuthor Content Manager Reader

No competition but complement

Collaboration Approach

WorkingPlatform

‚Community‘, ‚Forum‘Communication and exchangeDrivers: People

RolesOwner of knowledge


KM: Only Tools and Technology ???

Technology is only one aspect of Knowledge Management.

Other important ones are:

StrategyOpen company cultureFault tolerance“Learning by Doing”Common values and language

ProcessesEmbedded into natural work behaviourIncentivesMeasurabilityControl and steering mechanisms

‘Sharing knowledge is power’


Agenda

Introduction



Summary



SAP NetWeaver™Turning the Enterprise Services Architecture Vision Into Reality

The open integrationand applicationplatform for TCOreduction

Integrate people,information andprocesses…… in 1 hub …… across technologiesand organizations.Enterprise-scale Javaand ABAP applicationplatform.NET and WebSphereinteroperability andextensibilityPre-configured withbusiness contentAdapters to non-SAP

SAP NetWeaver™

Com

posi

te A

pplic

atio

n Fr

amew

ork

PEOPLE INTEGRATION

Multi channel access

Portal Collaboration

INFORMATION INTEGRATION

Bus. Intelligence

Master Data Mgmt

Knowledge Mgmt

PROCESS INTEGRATION

IntegrationBroker

BusinessProcess Mgmt

APPLICATION PLATFORM

J2EE

DB and OS Abstraction

ABAP

Life Cycle M

gmt

…


KM & Collaboration – Information Loop

Consumer

ConnectorsDistributedrepositories

TaxonomiesClassificationAccess Control

SAP Enterprise Portal

AuthoringPublishingWorkflow

NavigationSearchSubscription

Feedback, RatingDiscussionChat*, Application Sharing*Collaboration Rooms*

Author

ContentManager

* As part of SAP NetWeaver collaboration capabilities


Knowledge Management – integration ofrepositories

“It is impossible to centralize all theinformation in a single repository ...“

SAP Enterprise Portal KMprovides

ONE search capabilityONE unified navigation schemeONE look & feelgeneric KM services

on top of heterogeneous repositories

SAP Enterprise Portal KMconsists of

Content ManagementSearch & Classification (TREX)

Knowledge Management in SAP NW:An integration platform for heterogeneous

repositories in an organization

Knowledge Management in SAP NW:An integration platform for heterogeneous

repositories in an organization

Various repositories do exist !File servers, web servers .....

Connectors as of today (more to come by SAP & partners):• Windows File Server• Web Servers• WebDAV compliant servers• Lotus Notes• mySAP PLM DMS*• FileNet**, IXOS**• EP KM repository

Connectors as of today (more to come by SAP & partners):• Windows File Server• Web Servers• WebDAV compliant servers• Lotus Notes• mySAP PLM DMS*• FileNet**, IXOS**• EP KM repository

MicrosoftMicrosoft IBMIBM AccentureAccenture KPMGKPMG

PartnersPartners

TechnologyTechnology ConsultingConsulting

Status: Q1 2004* Restricted & release dependent availability (detailed information via your SAP contact)** As pilot partners for connector (‘repository manager’) implementation


The features of SAP EP KM – a summary

Unified access across multiple documentstores

Unified API for any repositoryBroad set of connectors can beextended by partnersIntegrated into the SAP Enterprise Portal

Full set of Content Management servicesBrowsing, Search, Check-In/Check-Out,Subscription, ...

Full set of Search & Classificationservices

Indexing, searchingAutomatic classificationText mining

Fully configurable and extendableuser interface


Search Capabilities

Search inFull textAttributes

Different search modesExactLinguistic: use stem of query term forsearchingFuzzy: Search error tolerantWildcard Search, using * or ?Phrase search for complex expressionsBoolean operatorsHighlighting / HTML conversion / linksto maintained keywordsContent SnippetsFederated search (usage of othersearch engine indices)

Text MiningSearch for similar documents (‚Seealso‘)Suggestion of alternative search termsAutomatic classification of documentsinto categories

Example: Search results in SAP Enterprise Portal 6.0


Classification of Documents

Why classification ?Information is created in theauthor‘s context

in a specific folderIn a specific terminology

Information is needed in theconsumer‘s context

in a known navigation hierarchyin relevant categories

Automaticclassification

Navigation structure of author

ComputerComputer

ManufacturerManufacturer

IBMIBM

CompaqCompaq

SoftwareSoftware

…

Link to2100_Series.pdf

Navigation structure of consumer (taxonomy)

Office electronicsOffice electronics

PhotocopiersPhotocopiers PhonePhoneFaxFaxLaptopsLaptops

Two classification approachesQuery Based Classification (QBC)Example Based Classification (EBC)


Concept : Query Based Classification (QBC)

Writing equipmentWriting equipmentElectronicsElectronics

Office equipmentOffice equipment

LaptopsLaptops FaxFax PencilsPencils PaperPaperChairsChairs DesksDesks

FurnitureFurniture

Query: Author = „Technical Office Support“

Query: Content = „Laptop“ (AND Author = „Technical Office Support“)


Concept : Example Based Classification (EBC)

Writing equipmentWriting equipmentElectronicsElectronics

Office equipmentOffice equipment

LaptopsLaptops FaxFax PencilsPencils PaperPaperChairsChairs DesksDesks

FurnitureFurniture

Example documentsdescribe the category


KM Platform: Architecture Overview

Repository FrameworkPlug-able repository managersPlug-able servicesReady-to-use set of repositorymanagers for specificrepositoriesPartners / customers candevelop their own repostitorymanagers

Support of open standardsHTTP, WebDAV, ICE …

Support for development onopen APIs

KM servicesRepository frameworkUser interfaceReports

KM Applications

Repository Services

Repository Framework

RepositoryManager

RepositoryManager

WebDAV

Enterprise Portal

HTTP

RepositoryManager

Search Publishing

Classification SubscriptionICE

XML

FS


Agenda

Introduction



Summary



Collaboration for SAP EP

CapabilitiesIntegration

SynchronousCollaboration

Integration

GroupwareIntegration

Instant Messaging

Application Sharing

Chat

Flexible virtual workenvironment for workgroups and project teams

Awareness of portal contacts


Embedded Collaboration in SAP Enterprise Portal

CollaborationLaunch Pad

Availability


Collaboration Room


Collaboration along Business Processes:Integration of mySAP Business Intelligence


Agenda

Introduction



Summary



KM & Collaboration: SAP NetWeaver up front !

Unstructured

Structured

Context counts !!!Information is turned into knowledgeby having a contextCollaboration takes place within acertain context

Where does context come from ?People, Information, Processes

SAP NetWeaverTM provides the platform

A sentence out of context is useless

[Ludwig Wittgenstein,Austrian philosopher, 1889 - 1951]


Summary: Knowledge Management and Collaborationtightly integrated within your portal

Bring unstructured information closer to your business processesCombine hard facts and soft factsProvide content related to BI reportsSupport of complete document life-cycle

Connect your peopleConnect those who know with those who need to knowShared knowledge & expertiseVirtual teams round the globe

Know the context of your usersFast and concise access to informationSearch multiple sources with one queryFind what you need


Q&A

Questions?


Agenda

Introduction



Summary

Appendix: KM Delta Features EP6.0(as compared to EP5.0 SP5)


Overview

Flexible User Interface for KMExtended copying functionality for Layout SetsExport and import of Layout SetsEnd user personalizationHTML Collection RendererLayout configuration of Link ListLayout configuration of Search Results ListBackground images for folder display

Retrieval & ClassificationContent snippets in Search Result List„Did you mean?“ proposalHighlight search term in HTML versionof found documentsPermissions / Deactivation for indexesNew operations on category folders (especially upload)


Overview

XML FormsJava Applet instead of Java Web StartBrowse button for images and datesDefinition of project specific standard folders for imagesIntegration of propertiesValidation of user entriesGraphical visualization of property valuesIndication of mandatory entry fieldsSeveral show transformations possible

DiscussionUser interface for discussion groups using Flexible UINo topics list when discussing a resource (customizable)


Overview

Explorer / Navigation / Document FeaturesDefault sort order for attributesVisualization of existing discussion, feedback, or review itemsDisplay of virtual path when browsing via linksSupport different download URLs for faster accessCheck for mandatory attributes duringdocument creation and editingNew layout of Favorites and Link List

PropertiesStructuring of propertiesProperty renderer for UI layoutNew metadata for properties: dependencies,...


Overview

AdministrationLink Consistency Report for finding and deleting defective linksUser Resources Report for identifying all objects assigned to a givenuser

Development on top of KMRelease of Repository Manager APIRelease of Flexible User Interface API (EP6.0 SP2)Please refer to Portal Development Kit EP6.0 SP2 (onhttp://www.iViewStudio.com) or SAP DevNet (http://sdn.sap.com)for detailed information


Extended Layout Set Functionality

Import / Export

UserInterface

Advanced Copy


User Interface – HTML Collection Renderer

Use & FunctionalityAllows to display foldercontent (i.e. a document list)in combination with HTMLpagesEspecially suitable for entryfolders that should displaysome static information aboutthe folder itselfHTML page is created withHTML editors (e.g. MSFrontpage)HTML pages can contain linksto KM services (e.g. a directlink to the upload orsubscription dialog) and KMitems (documents, folders)

UserInterface


End User Personalization… UserInterface

End Users can personalize the rendering of a folder by

Choosing a layoutprofileDoing someadditional settings


…and Administrator‘s Presentation Settings UserInterface

In addition to personalizing their own view of the folder,administrators with the presentation service permission can:

Set thedefault for allusers

Use LayoutProfiles1,Layout Sets2,and freepropertyentry fields3

to define thelayout

1

2

3


Additional Search Features

Content SnippetsText parts withhighlighted hits

HTML Version withHighlighting ofSearch Terms

Cached contentHits are highlightedPictures are displayed forWeb resources only

Did you mean ?-ProposalDisplayed if initial searchhas no/few resultsSuggests improved searchterm

Retrieval &Classification


Index Management

Permissions on IndexesRestrict access to index to certainusers or groups

Activate / Deactivate IndexesEnable / Disable search on indexesEnable / Disable usage of taxonomies



New Features of the Taxonomies Repository

Upload of new documents directly to a categoryAutomatically stored in hidden repository„taxdata“Assigned to the chosen category

Deletion of a resource from a categoryLink to the resource is deleted

Copy/Move of links between categoriesOnly possible within one indexReclassification of target resources

Copy of target resourceCopy of target resource is created in thehidden „taxdata“ repositoryNewly created resource is assigned to thechosen category


Similaroperations as onotherrepositories arepossible


Browse Buttons

Browse button for images and datesBrowse button available with text or with an imageCurrently two browsers are available:

Date Browser

Image Browser toselect or upload animage -One default imagefolder can be definedper XML Forms Project

XML Forms


Usage of Properties

Properties Defined in the Meta Data ServiceAre displayed in the Data Model WindowCan be used like Data Schema Elements:

Read from propertiesWrite to properties with write access

Definition of Mandatory Input FieldsAre displayed with a red star *Incorrect or missing entries are rejectedTo define mandatory input fields:

Set property mandatory to trueLink label to input field

Validation of Input FieldsDone for both properties andXML Forms data typesIncorrect input values are rejectedand denotedIndividual hints for every input field can be entered

XML Forms


Graphical Visualization of Property Values

Use Image Groups to display different images in the same positionDepending on the value of another data schema element, e.g. statusCreate an image group and link it to a data schema elementChoose different images and the conditionswhen they should be displayedUsage of default image folder of the XMLForms project possible

XML Forms


Alternative Show Transformations

Different Rendering of the Same XML content in different iViewsE.g. narrow and normal rendering of news items4 creation steps:

(1) Create a new form in the XML Forms Builder(2) In CM Configuration create a new XMLFormsResourceRenderer

and enter the name of the new form(3) In CM Configuration create a new Layout Set using the

XMLFormsResourceRenderer(4) Create an iView using the Layout Set

XML Forms


Use of Original Document URL for Download

KM uses the original document URL for downloads from connectedweb servers

Allows faster access to documents because access does not have togo through portal serverOnly used, if no permissions are required to access the documentExample:

Architecture

Portal inNorway

KM Repositories

Web Serverin Germany

User inGermany

Connectedto Portal

Direct accessvia URL

Access viathe Portal


Reporting

Link Consistency ReportOnly internal links are checkedChecks whether the target object existsDefective links can be automatically deleted

User Resources ReportFinds all objects assigned to a certain user:

lockspermissionsproperties (e.g. created by, modified by,…)

All objects locked by the given user can be unlockedAll permissions the given user has can be transferred to another user

Use the Reports iView toStart or schedule a reportDisplay the results of executed reportsDisplay a list of currently running reports

Administration


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Copyright 2003 SAP AG. All Rights Reserved

Knowledge ManagementinSAP Enterprise Portal -powered by SAP NetWeaver TM

Product Management Operations

SAP AG

Released to SAP customers

See presentation notes formore information