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WebCenter Content & Portal Methodology Deep Dive with Case Studies

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A deep dive into how to plan your WebCenter project
  • 1. WebCenter 101: Web Development Techniques,WebCenter Architecture and Real World SolutionsJason ClarkinBrian Bex Huff

2. Speakers Jason Clarkin President, Bezzotech WebCenter consultant and architect for 12+ years Brian Bex Huff Chief Software Architect, Bezzotech Former developer on WebCenter product line Visit Slideshare for the most recent version of this presentation: http://www.slideshare.net/bexmex2 3. Visit our Booth Visit us at booth #1280 (Next to Oracle)3 4. Other Sessions of Interest Case Study: How one of the largest school districts in the country is going digital (Content and Portal) Mon, Apr 8, 2013 (5:00 PM 6:00 PM) Mile High Ballroom 4D Integrating ADF Mobile with WebCenter (Portal and Content) Wed, Apr 10, 2013 (11:00 AM - 12:00 PM) Mile High Ballroom 4C * Save the Planet! Or, at least streamline and reduce paper through Workflow & Digital Signatures. Wed, April 10 (4:15 pm - 5:15 pm) Mile High Ballroom 4D Seamless Integrations between Site Studio and WebCenter Sites Thu, Apr 11, 2013 (11:00 AM - 12:00 PM) Mile High Ballroom 4D 4 5. Agenda WebCenter Overview WebCenter Content Case Study WebCenter Portal Case Study Unified Solution Tips & Tricks5 6. Portals and Content WebCenter Portal: A single place where users can interact withthe content, systems, people, and processes that they need todo their jobs Portals do not organize the information they generally reveal when information is not organized Used mainly for intranets, and extranets WebCenter Content: addresses content integrity and eliminatesmanual processes related to unstructured content Drives content on intranets, extranets, and web sites6 7. WebCenter OverviewThe User Engagement Platform for Social Business One Integrated Product Suite-Sites, Portal, Social, Content Transforming Organizations toSocial Business - Improve BusinessAgility, Increase Customer Loyalty,Enhance User Productivity,Seamless Access to the RightInformation Architected together to ConnectPeople and Information-Desktop/Mobile/Tablet, Search,Gadgets, Application Integration,SaaS/Cloud7 8. WebCenter Overview: Content (ECM) ECM focuses on unstructured information Emails, Microsoft Office documents, videos, web sites Covers the entire life cycle Capture it, define it, tag it Find it, convert it, deliver it Use it, re-use it, enrich it Secure it, retain it, destroy it Improves communication efficiency 8 9. WebCenter Overview: Content (ECM)Version Capture Index CleanseCreate Filter Publish RetainArchive Search9 10. WebCenter Content: A Pragmatic Strategy Movement beyond point solutions Avoid department-centric solutions Think strategically about enterprise interoperability Act tactically to address specific needs Its not just about technology Its about a culture of information sharing. Its about dedication to a single source of truth Its about making content manageable! 10 11. Strategic vs Tactical ECM Strategic ECM systems Enterprise-wide Infrastructure level Used for Active, Transactional, and Historical data Tactical ECM systems Makes one specific department better at one thing Leads to content silos Remember: these exist for a very good reason! A pragmatic strategy must support both 11 12. Steps in Pragmatic ECM 1. Create a Center of Excellence 2. Asses your environment 3. Assess your business needs 4. Consolidate content into strategic repositories 5. Federate control to tactical repositories 6. Bring structured and unstructured strategies together 7. Plan for the future12 13. 1) Create a Center of Excellence Multi-departmental group Stay close to the needs of the users. Requires support from senior executives. Information sharing is a political mine field There is job security in hoarding information. People do not want to change their habits, or lose control of their data. Necessary for enterprise-wide initiatives Without executive buy-in, ECM will not be widely adopted. 13 14. Center of Excellence BreakdownExecutive Steering Committee Program Manager Enterprise, Infrastructure, Program Mgmt.Solution, and Information OfficeArchitects Records ManagersProject 1 Project 2Project 3 Business Analysts Business Analysts Business Analysts Developers Developers Developers 14 15. 2) Assess Your Environment Determine number of unstructured systems Could number in the hundreds! Label as strategic, tactical, or replaceable Examples: Shared file systems and FTP servers Digital Archives Department specific content / collaboration systems Legacy websites and web applications Enterprise Apps: Siebel, Lotus Notes Hosted systems: Salesforce.com, Gmail, Facebook 15 16. Label Existing Systems Strategic: ECM systems with the features you need Easy interoperability Tactical: Insufficient for a strategic infrastructure. Too useful to replace. Not cost-effective to re-implement required features. Replaceable: Not many features: low cost, low complexity16 17. Tactical, Strategic, or Replaceable? High Replaceable Email System Legacy ImagingShared File Systems Legacy Doc. Mgmt.Web Applications CRM Doc StoreWeb Content Mgmt. Departmental RepositoriesERP Doc Store os no Cf o es a E Media Library LowTactical LowHigh Consolidation ROI 17 18. 3) Assess Your Business Needs Design based on current state, and future goals What are the pain points? Automation? Auditing? Access? Design multiple solutions Bare minimum (cheapest) Best practice (expensive) Goldilocks (just right!) Design a sensible deployment plan Proof of concepts for some of the trickier integrations Phase 1: vanilla system that works, minimal customization Phase 2: custom deployments and integrations Phase 3: roll-out to prove business value Phase 4: expand to meet other business needs 18 19. 4) Consolidate Strategic Repositories Migrate from replaceable into strategic system High-value content in one central repository for easy re-use Significantly reduces cost and complexity Extend strategic repository to other applications Active: Web applications, portals Transactional: Imaging and process management Historical: email archives, digital archives19 20. Strategic Repository for you EnterpriseEnterprise ApplicationsInfrastructure Content ApplicationsERP System Email ServersMedia LibraryMedia Library ERP System Email ServersCRM SystemImaging System Web Content Web Content CRM SystemImaging SystemWeb ApplicationsWeb Applications Direct SOA for Specialized Enterprise Service Bus (core services) Services Oracle Strategic ECM SystemBPMDocument Capture Imaging & Process Management(I/PM)WebCenter ContentDocument Document Records Records ManagementManagementManagement Management Oracle Database 20 21. Consolidation Tools Enterprise Service Bus Server to server orchestration with BPEL workflows Enterprise connectors, managed attachments For EBS, PeopleSoft, and Siebel Standards-compliant ECM interfaces CMIS, JSR 170, RSS, WebDAV Custom Integrations SOAP, Archiving Services, Java API21 22. 5) Federate to Tactical Repositories Tactical systems exist for a reason! Helps one department do their tasks more efficiently Too useful to eliminate, too expensive to consolidate Pragmatic ECM does not punish tactical systems It offers federation tools to extend the repository Helps makes your content manageable Get control over content, wherever it is Centralized policies, federated repositories 22 23. Federation Tools Oracle Federated ECM ServicesUniversal RecordsSecure Enterprise Management (URM)Search (SES)Multiple InstancesMultiple Instances Tactical SystemsTactical SystemsSharePoint SharePoint MS SQL DBContent Repository 23 24. Federation Tools Universal Records Management Custom adapters run in remote systems Enforces retention and destruction policies Secure Enterprise Search Single, secure place to search for content anywhere Group and display results differently, depending on the user WebCenter Portal Use as a front-end to hard to use back-end systems Pagelet Producer (Ensemble), Business Mashups Use existing or custom portlets24 25. 6) Unify Your Strategies Blurred line: unstructured vs. structured content Unstructured apps need structured content Should consume structured services Structured apps need unstructured content Should consume unstructured content services Extract structure from unstructured content Keywords, metadata, taxonomy, controlled thesaurus25 26. Unification Tools Imaging and Process Management Brings scanned images to enterprise apps Business Intelligence Publisher Generate reports, put into ECM, then on web sites Siebel Files Replacement Business Analytics and Data Mining Tools Imagine data mining your email archives 26 27. 7) Plan for the Future Need 3-year plans for ECM Technology is changing rapidly New tools, new integrations, new migrations Consolidation may be a better option in the future. Content is being created faster and faster Need to frequently assess storage and findability Think strategically, implement tactically27 28. Case Study: WebCenter Content: Public School One of the largest school districts in the country: 600 public school facilities in a major metropolitan area. 100s of Facility Projects each year Terabytes of data being generated and storedsomewhere28 29. Case Study: WebCenter Content: The Challenge Document distribution to General Contractors Manually intensive workflow process Multiple sets of the same document living on desktops, fileshares, personal computers Unable to find the documents. External departments didnt had access to some of the keydocuments like floor plans, emergency plans etc. 29 30. Case Study: WebCenter Content: Solution Overview Centralize the Repository File Systems E-Business Suite Primavera Develop an Enterprise Metadata Model Core Metadata Shared Generic Metadata Provide Interfaces that work for users, instead of creating morework Desktop Integrati

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