Open Source ECM

ECM as a Platform for Content Applications:The Next Generation of Enterprise Content Management

Cheryl McKinnon - CMO, Nuxeo@CherylMcKinnon cmckinnon@nuxeo.com

May 27, 2010

Thursday, May 27, 2010

Open Source ECM

May 2010 - Milestone in Information Management

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Thursday, May 27, 2010

Open Source ECM

Today - Convergence of Disruptive Factors in ECM

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• CMIS (Content Management Interoperability Services) Standard is ratified

• Release of Microsoft Sharepoint 2010

• Signals from legacy ECM Leaders that market is beginning to fragment and change

Thursday, May 27, 2010

Open Source ECM

Today - Convergence of Disruptive Factors in ECM

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• Information management is no longer a frill in the knowledge economy

• It is a fundamental infrastructure element

• World of work is increasingly lean, mobile, social and interoperable

• ECM architectures of the ‘90s reaching end of life

• Governments and businesses know their requirements better than software vendors

Thursday, May 27, 2010

Open Source ECM

Today - Second Generation of ECM Deployments

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• AIIM - May 2010 Market Intelligence Report

• 35% of Respondents are deploying new Enterprise Content Management systems over next 12-18 months

• 64% of Respondents would consider using Open Source ECM software products

• Software as a Service ECM alternatives expected to double over 12-18 months - up to 12% will use SaaS

Thursday, May 27, 2010

Open Source ECM

Today - Second Generation of ECM Deployments

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• Gartner - April 2010

• Gartner has seen a sustained rise in open source content management offerings during the past 2 years

• 90% driven by perception of cost savings - also increased core maturity of available products, better flexibility and innovation

• “How to Determine if Open Source Makes Sense for your Content Management Strategy Publication Date: 15 April 2010/ID Number: G00175045

Thursday, May 27, 2010

Open Source ECM

CMIS - Content Management Becomes Interoperable

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Thursday, May 27, 2010

Open Source ECM

Open Standards / Open Source

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• Taking our Digital Footprint Seriously

• Long Term Preservation

• PDF/A

• Era of Information Overload becomes Dark Ages 2.0?

• Broad, accessible software source code

• User and developer community “future-proofs” against vendor merger and acquisitions or proprietary file types

• Public sector, large organizations, archives can assert control over their digital content requirements

Thursday, May 27, 2010

Open Source ECM

CMIS - Background

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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

Thursday, May 27, 2010

Open Source ECM

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

Thursday, May 27, 2010

Open Source ECM

CMIS: Why and What?

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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

Thursday, May 27, 2010

Open Source ECM

CMIS: Why and What?

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Whitepaper - CMIS, by Gilbane Group and OASIS

Thursday, May 27, 2010

Open Source ECM

CMIS: Why and What?

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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

Thursday, May 27, 2010

Open Source ECM

CMIS: Why and What?

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• Secondary Use Cases

• Content-centric Workflow and BPM

• Archival Applications

• Compound and Virtual Documents

• Electronic and Legal Discovery

• Not in 1.0 Scope

• RM and Compliance

• DAM

• WCM

• Subscription and Notification

Thursday, May 27, 2010

Open Source ECM

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IBM/Filenet NuxeoEMC/

Documen-tum

Sharepoint Open Text/Livelink

...

CMIS Client : Portal, Scanning, Content Management or Business Apps

Document

FolderMetadata

Checkin, Checkout

Versions

CRUD operationsQuery : CMISQL

Renditions

Filing

Relations

REST (AtomPub) or SOAP

ACL

CMIS 1.0

Thursday, May 27, 2010

Open Source ECM

Emergence of Chemistry

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• Apache “Chemistry” Emerges as Incubator for CMIS code base

• Nuxeo a co-founder in early 2009 with Day Software

• SAP contributes to OpenCMIS in 2010

• Active contributions ongoing by Nuxeo, Alfresco, Day, Open Text, SAP

Thursday, May 27, 2010

Open Source ECM

Emergence of Chemistry

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Thursday, May 27, 2010

Open Source ECM

New Approach to Dealing with Content Silos

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Thursday, May 27, 2010

Open Source ECM

Harvesting the Silos

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• Finding the common ground across Content Management Repositories

• Technical Use Cases

• Repository to Repository

• Application to Repository

• Federated Repositories

• http://www.slideshare.net/pie1120/the-point-of-the-content-interoperability-services-cmis-standard

Thursday, May 27, 2010

Open Source ECM

Harvesting the Silos

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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

Thursday, May 27, 2010

Open Source ECM

Harvesting the Silos

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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

Thursday, May 27, 2010

Open Source ECM

Harvesting the Silos

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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

Thursday, May 27, 2010

Open Source ECM

AIIM iECM Demo Server

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• 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

Thursday, May 27, 2010

Open Source ECM

AIIM iECM Demo Server

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Thursday, May 27, 2010

Open Source ECM

Problem is Not Vendor Lock-in It’s Content Lock-in

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Thursday, May 27, 2010

Open Source ECM

Lowest Common Denominator or Greatest Common Factor?

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• Basics of the Specification

• Object Types

• Documents, Folders, Relationships, Policies

• Each object has an object identity, properties

• Objects may an access control list, a content stream or rendition

Thursday, May 27, 2010

Open Source ECM

CMIS: Real World Content Applications - Today

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Thursday, May 27, 2010

Open Source ECM

Real World CMIS in Action

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• Content Management Goes Mobile

• Android CMIS Broswer

• Browse CMIS repository

• View Documents

• Email Documents

• Search

• View Document Properties

http://code.google.com/p/android-cmis-browser/

Thursday, May 27, 2010

Open Source ECM

Real World CMIS in Action

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• Content Engine behind Web Content Management / Portal Systems

• Enterprise Content Management or Digital Asset Management

Thursday, May 27, 2010

Open Source ECM

Real World CMIS in Action

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• Business Process Management Engines

• Can access content stored in ECM repositories via CMIS

• Content moves through business process in context

Thursday, May 27, 2010

Open Source ECM

ECM - Platforms vs. Suites vs. Condominiums

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Thursday, May 27, 2010

Open Source ECM

ECM Evolving into a Platform for Content Applications

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• CMIS opens the door to meaningful consumption of content across business processes

• 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

• CMIS = Fast integrations

Thursday, May 27, 2010

Open Source ECM

ECM Evolving into a Platform for Content Applications

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• Recent AIIM Market Intelligence “State of the ECM Industry” 2010

• 34% Respondents have a keen interest in CMIS

• But... only 7% plan to adopt over next year

• http://www.aiim.org/Research/ECM-State-of-Industry-2010.aspx

Thursday, May 27, 2010

Open Source ECM

ECM Evolving into a Platform for Content Applications

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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

Thursday, May 27, 2010

Open Source ECM

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Nuxeo ECM: A Platform for Content Applications

PlatformContent

Infrastructure

Nuxeo Enterprise PlatformComplete set of components covering all aspects of ECM

Nuxeo CoreLightweight, scalable, embeddable content repository

HorizontalPackages

DocumentManagement

Digital AssetManagement

CaseManagement

Framework

StructuredDocument

Server

ContentAggregator

Business Solutions

Correspondence Management

Contracts Management

Invoice ProcessingRecords

Management

Construction Media Government Life Sciences

Thursday, May 27, 2010

Open Source ECM

Use Cases: Platform for Content Applications

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• Turn-key ECM Applications

• Document Management, Digital Asset Management, Records Management

• Content-Centric Business Applications

• Former Described by Gartner as Content-Enabled Vertical Applications (CEVA) - Now “Composite Content Applications” (CCA)

• Correspondence Control, Case Management, Contracts Management, Invoice Processing

Thursday, May 27, 2010

Open Source ECM

Use Cases: Platform for Content Applications

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• Embedded as a Service

• “OEM” content repository

• Mobile, offline applications needing lean, secure document store

Thursday, May 27, 2010

Open Source ECM

Architecture for 21st Century Content Management Needs

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• Elements of an ECM Platform

• Extensible and flexible Java Architecture

• OSGi based component and deployment model

• Repository includes embeddable core document services

Thursday, May 27, 2010

Open Source ECM

Architecture for 21st Century Content Management Needs

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• Elements of an ECM Platform

• Extensible ECM Services documented for development of content applications

• Modular UI Building blocks for web, desktop, portal access

Thursday, May 27, 2010

Open Source ECM

Architecture for 21st Century Content Management Needs

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• Elements of an ECM Platform

• Content Model and Document Type definitions

• Metadata, Vocabulary, Lifecycle configuration

• Forms Design and Application Branding

Thursday, May 27, 2010

Open Source ECM

More Information? Nuxeo - Open Source ECM

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• Founded 2000, with North American operations established in 2009

• All ECM products available under LGPL with no license costs

• Full maintenance and support with Nuxeo Connect subscription services

• Rapidly growing channel with Galaxy Partner Program

Thursday, May 27, 2010

Open Source ECM

More Information? Nuxeo - Open Source ECM

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www.nuxeo.com

White Paper

Thursday, May 27, 2010

Open Source ECM

Wrap Up / Q&A

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Thursday, May 27, 2010