CM/ECM Portfolio Review, Architecture, & DirectionsJim ReimerDistinguished EngineerChief Architect, Content Management
Content Management basics
Capture physical media and electronic
documentsCapture computer output instead of
printing
Store, manage, and deliver information digitally rather than physically
Streamline business processes
and communications
Business re-engineering with CM
Busi
ness
impa
ct
business processesbuilt around physical information handling
same business processes,with information handled electronically
simplified business processes,exploiting electronic information handling
cost savings in reduced physical handling
increased competitiveness from refined business processes
Deployment Phases
Dat
a Vo
lum
e/R
ate
bilevel documents
grey/color documents
computer output
audio
video
film
Content Management usage by media type
85 90 95 00 05
Year
e-business solutions leverage all content
Relevant, comprehensive information
Structured Data
Business DataBusiness Data Business ContentBusiness Content
Unstructured Data
e-business content
Operational ContentScanned imagesFacsimilesComputer generated output
Web ContentHTMLDynamic content
Workgroup DocumentsWord processorsSpreadsheetsPresentation graphics
Media Assetsaudiovideo
e-business e-business ContentContent
e-business content usage
E-COMMERCEProduct catalogsTransaction recordsPictures, music, video, books....
ERPEmployee InformationInvoicesJob Applications
SCMPurchase OrdersInvoicesProof of Delivery Forms
CRMSelf-service informationBills, statementse-mails, letters, faxLoan applicationsPhone conversations
EnterpriseEnterpriseResourceResourcePlanningPlanning
SupplySupplyChainChain
ManagementManagement
CollaborationBusiness Intelligence
Knowledge Management
CustomerCustomerRelationshipRelationshipManagementManagement
Back OfficeBack Office
CCUUSSTTOOMMEERRSS
SSUUPPPPLLIIEERRSS
EE--CCOOMMMMEERRCCEE
Business Integration (inter- and intra- enterprise)Business Integration (inter- and intra- enterprise)
IndustryIndustrySolutionsSolutions
BankingBankingandand
FinanceFinanceRetailRetail TelecomTelecomGovernmentGovernmentInsuranceInsurance . . . .
EE--CCOOMMMMEERRCCEE
Elements of e-business Content ManagementDigitized content Applications
Customer Customer ServiceService
Supply Supply ChainChain
e-commercee-commerce
ERPERP
Computer generated output
Incoming paper documents
Facsimiles
Audio & Video
PC documents
Web content
StorageLibrary server Object server
Device support Mgmt. Utilities
Application DevelopmentAPIs Components
Capture Search / AccessIndex
WorkflowCreate Rights Mgmt.
Workflow
IBM Content Manager structure
Library Library ServerServer
Object Object ServerServer
Object Object ServerServer
Object Object ServerServer
e-business e-business ApplicationApplication
access control
referential integrety
integrated hsm & caching
narrowbandwidth
narrowbandwidth
widebandwidth
data modelling & doc mgmtlarge number of entriesall indicies on disk for searchcomplex data modelsmetadata and full textfine grained access controlscpu intensive
large total data volumelarge size per objectstill and streamed objectsonly recently used on disktransparent migrationobject level hsmi/o intensive
or why don't we just do this with a database ?
Advanced SearchParametric, full-textBooleanFuzzy, phoneticRelevance rankingImage ContentSBCS, DBCS
Rights Mgmt.Access controlWatermarkingEncryption
ScaleCross platformMultiple, distributed object serversHard drives to storage serversComputer generated output supportAuxiliary storage to tape and optical
Industry standardsXML, HTMLTIFF, JPEG, MPEG...Device driver supportPopular tool interfacesScanning support
e-business application enablementThin client or workstation configurationsPopular visual builders / development tool supportJava Beans, ActiveX Componants, Java, C++ APIsFolder management
IBM Content Manager highlights
Mgmt. UtilitiesAdministrative GUICatalog config. & maint.Hierarchical Storage ManagementTivoli Storage ManagerTivoli Ready
Library Library ServerServer
Object Object ServerServer
Object Object ServerServer
Object Object ServerServer
e-business e-business ApplicationApplication
Authoring and Collaboration Application
EIP
Author time Repository
CM and
other sources
WebmasterPublish Controls
Run timeWebsites
Website File System
CM and
other sources
EIP
- page content- JSPs- servlettes- authortime controls
- rich media- documents - page content
- JSPs- servlettes
- rich media- documents
author runtime time
templates
WCM Author time and Run time
Content Management Family Version 8
Content
Federated Ops, Workflow, Mining
MPS & partners
CM e-Client& partners
CM Connector
Other Connectors
Java, Beans, C++, ActiveX
WPS, WCMpartners
CM ODProduction WindowsClient
Digital Media
Web Content
CM OD Connector
Content ManagerOnDemand
Content Manager& Video Charger
ODWek
CMProduction WindowsClient & ODMA
OutputOD e-Client
CM OD Connector
EIP- Information Access
IWPMProduction WindowsClient
ImagePlus
IAFCClient
IAFC
Commonstore SAPDomino, Exchange
Core Core FunctionsFunctions
AccessAccess
EnableEnable
Applications
Federated Operations Server
OO ClassesNon-visual components
Visual Components Java Beans, Java, C++, XML
MQSeriesWFlow
ImagePlus Notes Web
SearchFile
System
DB2Oracle
DataJoiner
CM & Video
Charger
CM On
Demand
DominoDoc
BI Info
Catalog
Filenet, DCTM& other
Text Search
& Mining
Crawlerweb sitesfilesemail
Connectors
Thin & Fat clients
Websphere Application Server
Enterprise Information Portal Version 8
Content Manager VideoCharger Version 8
VideoChargerVideoCharger Shared Shared StreamStream
Type t
ext
Type t
ext
Stre
am A
Stre
am A
Stre
am B
Stre
am B
Play
/Rew
/FF/
Stop
Play
/Rew
/FF/
Stop
Stre
am C
Stre
am C
Type t
ext
Type t
ext
Multicast
Video on DemandReal Time Encodingwith Multicast/store
Enterprise Information Portal Version 8
Content Connect
Connectors
Domino Extended Search
LSX, Domino ServerPages
extended search links
Java, C++, ActiveX, Dynamic Server Pages
CC/DESLink
Thin Clients
Connector Connector Connector
Federated Operations Information Mining
Java, C++, Beans, JSP
Categorization SummarizationCreate Retrieve/
View
DeleteUpdate
Production Clients
Workflow
Parallel Routing
Ad Hoc Routing
Multi-Lingual
Connector...
Clustering Language ID
Content Management Portfolio Highlights
ConvergenceOnDemand family converged with OD V7 (GA 9/01)ODWEK being converged with EIPContent Management server family converged with CM V8 Family direction to converge OnDemand and Content Manager servers
SolutionsEnhanced browser, windows, and ODMA clients with CM V8
extended functionreworked usability and asthetics; improved consistencyimproved performance
Family direction to converge OnDemand and Content Manager clientsEnhanced enabling components (Java/Beans and C++/ActiveX)Greatly increased business partner/solution activity
Siebel Green PasturesSAPExchangeLotus/Domino.....
Content Manager V8 Architectural Overview
SQL
SearchEngines
Library Server Resource Manager
DB2 CAE
CM API
Application Server
(Direct callif local)
HTTP, FTP, Files
Thin Client
DB2 Extender
DB2
Security, RI
Stored Procedures
DB2
Security, RIListener
Filters
HSM Obj's
DB2 CAE
CM API
Windows Client
V8 Key Objectives
Enhanced browser, windows, and ODMA client functionexpose all the function of the servers to the client
Application development toolkit for popular OO languagesC++, Java, Beans
Improved performance and scalabilitypush function down the system stackimproved use a parallelism
Improved architecture for application topology flexibility2 or 3 tier models
Improved object delivery optionsHTTP, FTP; file system
New function for additional applicationsdata modelling extensions, enhanced versioning, advanced workflow
Improved exploitation of companion middlewareWebsphere, MQSWF, Tivoli Storage Manager, OAM
Expanded platform coverageNT, AIX, MVS, Sun
New Features and FunctionsImproved data modelling services (XML Repository)
Hierarchical documents (objects)Improved Flexibility in Item relationships - Linking, References
Representation of Folders, Compound Documents, Shared Parts/Objects, Maps, Graphs
Open coupling to Resource ManagersIndexing of and access to data owned by other applicationsVideoCharger
Improved Retention ManagementEach ItemType can have a retention periodExpiration date calculated when Item is created
Number of days, months, yearsCan be updated by applications Removal performed by custom application or clientExpect to provide automatic removal in the future
Improved Event log / Audit trailWho did what and whenRecorded in 2 tables (one for Items, one for Definitions)Level controlled by SysAdmin
New Features and Functions
Versioning - new versioning services for metadataAccess Control
Enabled at the Item and Part levelSimplification
Less than 50 OO Classes, including SysAdminEnabled by exploiting data model changes
API PerformanceMultiple Items per call -- Create, Delete, Checkout/In, etc.Validation at the API where possibleSingle Library Server round trip per call
Tracing and Error LoggingEntry/Exit, detailed trace, data sent/receivedAll errors (including SQL message) logged CM errors will have at least "name" logged
Improved Transaction ManagementAdministrative Domains
New Features and Functions
WorkflowSerial Work Baskets Advanced document routing via MQSeries WorkflowSimplified graphical builder
Auto-FolderingWhen Item is indexed, automatically add it to a folder
i.e., Claims added to Customer folderImplemented on the server, not the client
ItemID - based on timestamp so continuously increasingReduces fragementation/reorg of ITEMS table
SegmentationAt some size (i.e., 50 million records), automatically create a new set of tablesItemID will contain Segment numberArchitected, but not implemented in first release
VideoChargerMPEG 4 supportFilter architecture
Content Manager Version 8.1
Platform coverage CM and EIP with V8.1NT, AIX, Sun with first releaseOperating with DB2 and WebsphereComing release to include
Oracle support for NT, AIX, SunSupport for DB2 V8.1MVS support for Library Server and Object Server
MVS support for EIP planned for release in 2003Lan Cache and Replication
Will be released with first V8.1 fixpack, before y/e 2002
CM Access Control Model
Item
ItemType,ItemView
Access Control ListUsersPrivileges(Conditions)
Access ControlEvaluation Logic
User General Privileges
Special PrivilegesAdministratorOwner
Configuration Parameters
Efficient run-time checkingSupport of multiple protection models
CM V8 Windows Client
CM V8 Browser Client
ODMA Client
Support for additional server function Versioning (1.1.x) Child components (single level) Multi-value attributes
Autofoldering (server function)
Full text search and index capabilities
VideoCharger - New Features MPEG 4 Server Support
Transparent "Click and Play" client - no installation requiredStandards-based support - audio, video, image, rich mediaProvides support for highly interactive environment
Server Filter ArchitectureIBM Filter technology 'future proofs' server architecturePluggable support for new codecs, new features without having to replace server or impact existing installationAllows customized support for enhancements like encryption, live capture, watermarking, proprietary codecs and formats
Basic Server EnhancementsAutomatic calibrationWarm boot supportEnhanced server to server transfersImproved performance, scaling, and reliability
live video
storedvideo
Clients
IP Network
System Admin Preview
CM and EIP - One Admin Client
CM V8 Sys Admin: Text-search Attributes
CM V8 Sys Admin: Text-search Documents
Advanced Workflow
Begin
Work Basket
Collection Point
Decision Point
Join
End
Sub Process
EIP Workflow BuilderImbeded into CM Administrator
Document Routing Definitions imbeded into CM Administration
Defining a Process
Defining a Node
MetaData Migration GUI
EIP Text Mining Languages supported
*) language identification does not distinguish simplified and traditional Chinese
LanguageIdentification
Summari-zation
Categori-zation
Information Extraction
Clustering
English x x x x xJapanese x x x xFrench x x xGerman x x xSimp.Chinese x *) x xTrad. Chinese x *) x xKorean x x xSpanish x x xItalian x x xPortuguese xDanish xSwedish xNorwegian - Bokmal xNorwegian - Nynorsk xFinnish x
EIP Extended Searching
Lotus Databases/Products Document Mgmt Systems Microsoft Indexes Mail Systems Directories
Relational Databases File System Content Commercial Content World Wide Web
* An information access toolkit is provided that enables you to develop your own custom ES link to a data source.
What Can Be Searched (Cont)
Notes / Domino databases (.nsf vers. 4.5 and higher).Domino.DocDomino R5 Domain IndexFile System content not in compressed formatIBM EIP connected data sourcesIBM SecurewayIBM DB2OracleSybaseMS SQL ServerMS ExchangeMS Index ServerMS Site Server
LDAP directories18 Web Search Engines (preconfigured): Yahoo!, Lycos, Excite, HotBot, Google, Alta Vista, ABCNews.com, AOL.com Search, Business Wire, CNN, Canada.com, EuroSeek, FAST Search, GoTo.com, NBCi, PR Newswire, WebCrawler, Yahoo News Headline SearchIntranet Web Sites using a third party web access toolkitES Link Toolkit for additional sources
CM z-series Family Highlights
Ongoing support for ImagePlus/390 and IAFCIWPM support extended to XP
OnDemand family converged 9/01OD V7.1 and ODWEK on zOSOD V2 index and object data supported without migration, via compatability featureIntent to provide tighter integration of OD V2 legacy data with future OD release
migration utility for index dataaccess support for current OD V2 object data without data migration
CM V8 on zOS in forthcoming releaseLibrary and object server/resource manager on zOSExisting CM index data migrated to CM V8 library serverExisting CM object data assessed without data migrationSupported through CM V8 browser and Windows clientsIntent to provide EIP on zOS
focus on providing support for access to CM family on zOSthis release to permit two tiered zOS to browser topology
CM/zOS V8 Specifics
- Common code base with other platforms- Unique exploitation of zOS companion products - OAM- Conforms with platform
- Install via SMP/E- Monitor via SMF, RMF, SDSF, or 3rd party products - Manage via WLM- Security via SAF (RACF)
- Text Search functions not available until DB2 V8- LDAP exit sample not provided on 390- LUM not supported on 390- Resource Manager
- 390 Web Server (vs WAS)- No object migration from 390 to other resource manager- 50 meg maximum object size vs >2 gig (current OAM restriction)
- Prereqs- OS/390 V2R8 or higher, or zOS V1.1 or higher
- Including USS Tools, OAM, IBM HTTP Server- SecureWay Communication Server - Security Level 1
- DB2/390 V7.1 or later- Exploiting features such as UNICODE, temp tables, UNION, UNION ALL