knowledge management in sap enterprise portal - · 2017-02-23 · sap enterprise portal - powered...
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Knowledge ManagementinSAP Enterprise Portal -powered by SAP NetWeaver TM
Product Management Operations
SAP AG
Released to SAP customers
See presentation notes formore information
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
SAP AG 2003, EP KM Overview Speaker / 3
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
SAP AG 2003, EP KM Overview Speaker / 4
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
SAP AG 2003, EP KM Overview Speaker / 5
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 ?
SAP AG 2003, EP KM Overview Speaker / 6
Reality Is Hard
SAP AG 2003, EP KM Overview Speaker / 7
85%
15%
Unstructured Information Has It’s Particular Challenges
WebIntranet
Group-ware
SharedDrives
Doc.Mgt.
Structured Information.
Operational systems
Unstructured
Structured
Source: IBM
SAP AG 2003, EP KM Overview Speaker / 8
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…
SAP AG 2003, EP KM Overview Speaker / 9
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
SAP AG 2003, EP KM Overview Speaker / 10
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’
SAP AG 2003, EP KM Overview Speaker / 11
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
SAP AG 2003, EP KM Overview Speaker / 12
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
…
SAP AG 2003, EP KM Overview Speaker / 13
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
SAP AG 2003, EP KM Overview Speaker / 14
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
SAP AG 2003, EP KM Overview Speaker / 15
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
SAP AG 2003, EP KM Overview Speaker / 16
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
SAP AG 2003, EP KM Overview Speaker / 17
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)
SAP AG 2003, EP KM Overview Speaker / 18
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“)
SAP AG 2003, EP KM Overview Speaker / 19
Concept : Example Based Classification (EBC)
Writing equipmentWriting equipmentElectronicsElectronics
Office equipmentOffice equipment
LaptopsLaptops FaxFax PencilsPencils PaperPaperChairsChairs DesksDesks
FurnitureFurniture
Example documentsdescribe the category
SAP AG 2003, EP KM Overview Speaker / 20
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
SAP AG 2003, EP KM Overview Speaker / 21
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
SAP AG 2003, EP KM Overview Speaker / 22
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
SAP AG 2003, EP KM Overview Speaker / 23
Embedded Collaboration in SAP Enterprise Portal
CollaborationLaunch Pad
Availability
SAP AG 2003, EP KM Overview Speaker / 24
Collaboration Room
SAP AG 2003, EP KM Overview Speaker / 25
Collaboration along Business Processes:Integration of mySAP Business Intelligence
SAP AG 2003, EP KM Overview Speaker / 26
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
SAP AG 2003, EP KM Overview Speaker / 27
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]
SAP AG 2003, EP KM Overview Speaker / 28
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
SAP AG 2003, EP KM Overview Speaker / 29
Q&A
Questions?
SAP AG 2003, EP KM Overview Speaker / 30
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(as compared to EP5.0 SP5)
SAP AG 2003, EP KM Overview Speaker / 31
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)
SAP AG 2003, EP KM Overview Speaker / 32
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)
SAP AG 2003, EP KM Overview Speaker / 33
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,...
SAP AG 2003, EP KM Overview Speaker / 34
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
SAP AG 2003, EP KM Overview Speaker / 35
Extended Layout Set Functionality
Import / Export
UserInterface
Advanced Copy
SAP AG 2003, EP KM Overview Speaker / 36
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
SAP AG 2003, EP KM Overview Speaker / 37
End User Personalization… UserInterface
End Users can personalize the rendering of a folder by
Choosing a layoutprofileDoing someadditional settings
SAP AG 2003, EP KM Overview Speaker / 38
…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
SAP AG 2003, EP KM Overview Speaker / 39
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
SAP AG 2003, EP KM Overview Speaker / 40
Index Management
Permissions on IndexesRestrict access to index to certainusers or groups
Activate / Deactivate IndexesEnable / Disable search on indexesEnable / Disable usage of taxonomies
Retrieval &Classification
SAP AG 2003, EP KM Overview Speaker / 41
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
Retrieval &Classification
Similaroperations as onotherrepositories arepossible
SAP AG 2003, EP KM Overview Speaker / 42
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
SAP AG 2003, EP KM Overview Speaker / 43
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
SAP AG 2003, EP KM Overview Speaker / 44
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
SAP AG 2003, EP KM Overview Speaker / 45
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
SAP AG 2003, EP KM Overview Speaker / 46
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
SAP AG 2003, EP KM Overview Speaker / 47
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
SAP AG 2003, EP KM Overview Speaker / 48
No part of this publication may be reproduced or transmitted in any form or for any purpose without the expresspermission of SAP AG. The information contained herein may be changed without prior notice.
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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