open source and open standards, the future of ecm? irms conference april 2011
DESCRIPTION
Open Source and Open Standards: The Next Generation of ECM? Slides delivered by Cheryl McKinnon to the IRMS Conference (Information and Records Management Society), Brighton, UK. April 5, 2011TRANSCRIPT
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Candy Strategies Inc.www.candystrategies.com
Open Source and Open Standards:The Next Generation of Enterprise
Content Management?
IRMS Conference, Brighton, UKApril 2011
Cheryl McKinnonFounder/President
[email protected]@CherylMcKinnon
Monday, March 28, 2011
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Open Standards are Essential to ECM
Monday, March 28, 2011
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• Information Management professionals who are serious about digital preservation in today’s knowledge economy need to be diligent
• Preservation
• Metadata
• Interoperability
Open Standards in ECM
Monday, March 28, 2011
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• How do we ensure this era of Information Overload doesn’t become the Dark Ages 2.0?
• Non-vendor controlled file formats
• Independent from operating systems or hardware platforms
• Can live outside of digital rights lockdown for appropriate preservation and educational uses
What About Preservation?
Monday, March 28, 2011
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• A long way to go...but:
• PDF/A and ODF are a start
• Public sector has lead the charge in this area
• PDF/A as an ISO Standard incubated by AIIM
• Ability to mandate and encourage open standards adoption
Open Standards for Preservation
Monday, March 28, 2011
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• Dublin Core
• Wide adoption for these standard metadata elements in content management and library systems
• XML
• W3C consortium
• Machine and Human Readable textual data format
Open Standards for Metadata
Monday, March 28, 2011
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• CMIS (Content Management Interoperability Services)
• OASIS managed with active participation from AIIM
• OpenSocial
• Interoperability across collaboration and social network products
• “Gadget” metaphor inspired by Google
• An Open API not formal standard
Open Standards for Interoperability
Monday, March 28, 2011
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Open Source is Changing the Information
Management Industry
Monday, March 28, 2011
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• Definition emerged 1998 - with a new model of software development and release - Mozilla (Netscape Navigator)
• Roots back to 1980s - Free Software Foundation
• Practices rooted in development that evolved into the internet
• 1960s/70s - early example of open, participatory software development
• 1998 - Founding of Open Software Initiative
• consistent terminology, sanctioned software license agreements, definitions and practices
• http://opensource.org/
What is Open Source?
Monday, March 28, 2011
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• Simply?
• A way a software developer (a vendor or a community) licenses and distributes its source code
• No charge for the software, availability of code, welcomes contributions, no restrictions on how software is used
• Variety of individual license agreements govern how it is distributed or used inside other products.
• Examples: GPL, LGPL, Apache, BSD, Eclipse, others...
What is Open Source?
Monday, March 28, 2011
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2010 Was a Turning Point in ECM
Monday, March 28, 2011
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CMIS: Vendors Playing Nicely
Monday, March 28, 2011
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Original Concept as an AIIM Committee in 2006
• “Interoperable Enterprise Content Management - iECM”
• Kick off meeting - vendors, academics, end-users
Three vendors created own project
• Microsoft, EMC, IBM
• Expanded to 7 vendors
Background
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• Draft specification submitted to OASIS in 2008
• Strong participation and collaboration among 19 vendors
• Final public draft in January 2010
• Ratification on May 4, 2010
Background
Monday, March 28, 2011
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• Statement of Purpose
• Define a domain model that can be used by applications to work with one or more Content Management systems
• Data Model, Abstract Capabilities, Set of Bindings
• Problem of “islands of incompatible systems” making it difficult for organizations and application developers to integrate content across and among systems
CMIS: Why and What is it?
Monday, March 28, 2011
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Whitepaper - CMIS, by Gilbane Group and OASIS
CMIS: Why and What?
Monday, March 28, 2011
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• Use Cases for CMIS 1.0
• Collaborative Content Applications
• Portals Leveraging Content Management Repositories
• Mashups
• Content Repository Search
• http://www.oasis-open.org/committees/cmis/charter.php
CMIS: Why and What?
Monday, March 28, 2011
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• Secondary Use Cases
• Content-centric Workflow and BPM
• Archival Applications
• Compound and Virtual Documents
• Electronic and Legal Discovery
CMIS: Why and What?
• Not in 1.0 Scope
• RM and Compliance
• DAM
• WCM
• Subscription and Notification
Monday, March 28, 2011
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IBM/Filenet NuxeoEMC/
Documen-tum
Sharepoint Alfresco ...
CMIS Client: Portal, Scan/Capture, Content and Business Applications
Documents
Folders
Metadata
Checkin, Checkout
Versions
CRUD operations
Query : CMISQL
Renditions
Filing
Relations
REST (AtomPub) or SOAP
ACL
CMIS 1.0
Monday, March 28, 2011
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• Apache “Chemistry” Emerges as Incubator for CMIS code base
• Nuxeo a co-founder in early 2009 with Day Software
• Alfresco contributes to OpenCMIS in 2010
• Active contributions ongoing by Nuxeo, Alfresco, Day, Open Text and SAP
Emergence of Chemistry Project
Monday, March 28, 2011
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Monday, March 28, 2011
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Removing the Stigma from “Silo”
Monday, March 28, 2011
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• Finding the common ground across Content Management Repositories
• Technical Use Cases
• Federated Repositories
• Repository to Repository
• Application to Repository
• http://www.slideshare.net/pie1120/the-point-of-the-content-interoperability-services-cmis-standard
Harvesting the Content Silos
Monday, March 28, 2011
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• Federated Repositories
• Ability to use and consume content across multiple repositories
• Appears to end user as one cohesive system
• Ability to build single UI to access content in across multiple repositories - entirely different ECM products
Harvesting the Content Silos
Monday, March 28, 2011
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• Repository to Repository
• Publish a document from one repository to another
• Example: a document in an ECM system published to a WCM upon approval
• Manage corporate records from one centralized repository
• Access business records from multiple document repositories in one records system for consistent retention, disposition
Harvesting the Content Silos
Monday, March 28, 2011
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• Application to Repository
• Use and consume managed content across other line of business applications
• ERP, CRM, case management systems, collaboration tools
• Let content flow across its natural horizontal business lifecycle
Harvesting the Content Silos
Monday, March 28, 2011
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• AIIM iECM 2010
• 5 Separate ECM repositories in a federated Health Care Scenario
• Built by Laurence Hart (@piewords) and Thomas Pole (Harris Corp.)
• Repositories all hosted by vendors - US, Europe, Cloud
Harvesting the Content Silos
Monday, March 28, 2011
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The Problem isn’t “Vendor Lock-in”
It’s “Content Lock-in”
Monday, March 28, 2011
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• CMIS Basics
• Object Types
• Documents, Folders, Relationships, Policies
• Each object has an object identity, properties
• Objects may an access control list, a content stream or rendition
Lowest Common Denominator or Highest Common Ground?
Monday, March 28, 2011
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• Versioning of Documents
• CMIS Query and Discovery Services
• Navigation Services
• Multi-Filing Services
Lowest Common Denominator or Highest Common Ground?
Monday, March 28, 2011
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ECM: Platforms and Suites
Monday, March 28, 2011
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• CMIS opens the door to meaningful consumption of content across business processes
• Fast Integrations
• Generic deployments of basic document management often don’t meet business requirements
• Compliance cudgel often doesn’t work
• Productivity is back on the front-burner
ECM Becomes a Platform for Content Applications
Monday, March 28, 2011
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• Vendors with cohesive platforms may be able to be most creative with CMIS
• ECM vendors will need to differentiate in new ways
• Suite vendors that assembled portfolio via acquisition will take longer to take full advantage of CMIS
• Inconsistent architectures and integrations
ECM Becomes a Platform for Content Applications
Monday, March 28, 2011
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• Content Management Goes Mobile
• Android CMIS Browser
• Browse CMIS repository
• View Documents
• Email Documents
• Search
• View Document Properties
http://code.google.com/p/android-cmis-browser/
ECM Becomes a Platform for Content Applications - Mobile
Monday, March 28, 2011
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• Content Engine behind WCM / Portal Systems
• Drupal
• Liferay
• Nuxeo
• Alfresco
• eXo
• ....More
ECM Becomes a Platform for Content Applications - Web
Monday, March 28, 2011
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• Business Process Management
• Access content stored in ECM repositories via CMIS
• BonitaSoft
ECM Becomes a Platform for Content Applications - Process
Monday, March 28, 2011
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Why It Matters
Monday, March 28, 2011
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Standards = Efficiency
Monday, March 28, 2011
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• Line of Business and ECM Applications carry business content
• Goods and Services are bought, sold and contracted electronically
• Interoperable systems (ERP, WCM, eCommerce, BPM and Workflow, ECM) need to let electronic content move across business processes
• Reluctance to adopt basic Document Management interoperability standards is a repeat of the Rail Gauge Debates of the 1800s
Transporting the Digital Goods
Monday, March 28, 2011
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How Does Open Source Help Shape the Future of
ECM?
Monday, March 28, 2011
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• Organizations Can Begin their Information Management Project
• Start Testing, Prototyping without Significant Financial Investment
• Lingering Perception of the Hobbyist or Part Time Developer is Ready for the History Books
• Mature Products, Strong Vendor Support Backing
Benefits from Open Source
Monday, March 28, 2011
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• Community Strength for Knowledge Sharing and Quick Responses
• Enterprise 2.0 in Action
• Organizations can Take Back Control of their Own ECM Roadmaps
• Access to code, marketplaces, module exchange with peers, partners or supply chain
Benefits from Open Source
Monday, March 28, 2011
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• Brings ECM and Information Management to organizations of all sizes and budgets
• The Web opened the door to opportunities for new and innovative companies to communicate and do business globally
• Democratization of opportunity means Democratization of risk
• ECM no longer available to only those organizations with large IT budgets
Benefits from Open Source
Monday, March 28, 2011
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From Information Overload to Dark Ages 2.0?
http://opensource.com/life/10/10/information-overload-dark-ages-20
Monday, March 28, 2011
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Candy Strategies Inc.www.candystrategies.com
Thank YouQuestions?
IRMS Conference, Brighton, UKApril 2011
Cheryl McKinnonFounder/President
[email protected]@CherylMcKinnon
Monday, March 28, 2011