Zaizi Alfresco Solutions - Alfresco Implementation Best Practice

transcript

06/16/09 Aingaran Pillai, Zaizi Ltd. 1

Alfresco Implementation Best Practices

Aingaran Pillai

Founder & Managing Director, Zaizi Limited.

Aingaran Pillai, Zaizi Ltd.16/06/09 2

A consulting and systems integration firm helping clients across finance, travel, publishing, engineering and public sectors successfully implement and roll out Alfresco.

Using open source software and open standards, Zaizi offers assembled innovative solutions quicker and at lower costs.

About Zaizi

Open Enterprise Solutions

Agenda

Private Investment Bank

North London Waste Authority

Your Day Out (Travel)

Financial Services Firm

Next projects

Alfresco

The leading Open Source Enterprise Content Management System (ECM).

Alfresco is led by John Newton, founder of Documentum, and John Powell, former COO of Business Objects, and is backed by Accel Partners, Mayfield Fund and SAP Ventures.

Based in Maidenhead, UK.

Alfresco Tiered Architecture

A Private Investment Bank's Simple Audit Requirement

All documents assigned sensitivity level and a retention period.

Workflow initiated at the end of the retention period.

Version all documents.

Access permissions based on Active Directory group membership.

Simply done with Alfresco Alfresco mounted as

virtual drive.

Content inherit sensitivity level and retention period.

Single sign-on against Active Directory.

Users asked to copy files to new shared drive.

Migration done and Alfresco is live!

Implementation Statistics 150+ Users using

Alfresco as regular shared drive.

Single instance of Alfresco on Windows 2003.

MySQL database.

200+ GB of data migrated.

Data Storage Capacity

Alfresco stores all content on the file system.

Only metadata, permissions, etc are stored in database.

There is no size limit on content or how much content you can store.

Database management is significantly easier.

Complex Business Rules

Additional meta-data look up from external system such as database or back office application.

Based on document name, action a specific rule or rules.

Depending on who adds content start a custom work flow.

Based on all of the above auto classify document.

Seven London Boroughs use Alfresco for partnership working

Partnership Working Secure electronic delivery of procurement

documents to authorised recipients.

Restrict information leakage such as via careless onward transmission of documents, interception and lack of security of electronic equipment.

Enable recipients to have early, but controlled sight of document contents.

Enable collaboration and support partnership working through faster communications and improved relationships.

Secure collaboration for joint procurement

Secure Document Distribution

Restrict document printing and copying based on role of user downloading the document.

Use open source iText, a Java PDF library.

Configure complex transformation to convert MS Office and Open Office documents to PDF and then to Secure PDF on download.

Why Alfresco Share?

No COTS products available with all the functionality.

Councils have MS Sharepoint Enterprise agreement. However, this does not cover using it with external partners.

Alfresco was the low-cost quick-to-implement option.

Open Source Sharepoint Open source

implementation of Sharepoint Protocol.

Microsoft Office suite application to work with Alfresco as if it was Sharepoint.

Edit documents online.

A Financial Services Firm's Portal Firm's financial data portal provides access

to large number of documents and reports.

Recent events resulted in an increase in the number of reports published and the number of customers accessing the reports.

Previously documents stored in Oracle database.

Alfresco integration with Portal Embedded Alfresco to provide document

management services.

Integration with back office system for additional metadata lookup.

Documents fully indexed and searchable.

Alfresco Web Scripts leveraged for REST web service integration.

Oracle cluster re-deployed.

Easy integration A service bound to a URI which responds to

HTTP methods such as GET, POST, PUT and DELETE.

Automatically available as JSR-168-compliant portlets.

Easily useable as a Google Web Toolkit end-point.

Based on Content Management Interoperability Services (CMIS) standard.

Your Day Out

Niche travel specialist with global presence in Australia, New Zealand, USA, Canada and UK.

Selling experiences and other associated products.

Enable small providers to market and sell globally through the Your Day Out brand.

Global Distribution Platform

Multi lingual (both client & content)

Multi version

Multimedia – video and images

Documents and Contracts

Workflow

Integration with booking engine

Full audit

Platform Architecture

YourDayOut.co.uk

YourDayOut.com

YourDayOut.co.au

Pricing / Booking Engine.Net Application

Alfresco Content Platform

JBoss jBPM Create business

processes that coordinate people, applications, and services.

A key component of the JBoss Enterprise SOA Platform.

Embedded within Alfresco.

Next projects

Engineering company with remote access to design documents for field agents.

Extend audit requirements to emails & attachments.

MoReq2 (EU records management) implementation.

Mobile Access

Smartphone Clients● Lightweight

Consumption and Simple Editing

● Collaboration on the move

Access from mobile device● iPhone, Blackberry

Email Management Email Archive and

Management

● Drag ‘n drop, move/copy, client side rules

● Email metadata extraction, attachments as associations

IMAP Virtualised Repository

● Navigate spaces and Share sites as virtual email folders

● View metadata, actions as links, content as attachments

Records Management Enhancements to

Records Management

DOD 5015.2 enabled

● Certification set for September 2009

Implementation ready to support other RM standards (e.g. MoReq2)

Thank You

Questions?

Contact:● Aingaran Pillai● apillai@zaizi.com● 077 9868 4470