Nuxeo Platform10,000 feet overview

Nuxeo Platform2

Case Management for Big Data

Digital Asset & Media Management

Content Platform for Business Services

Nuxeo Platform

3

Business Logic

Content Repository: Access Control, Rich Content Model, Audit, Query, File Storage

Data Presentation

Conversion KitWorkflow

Engine

Authentication & Identity

Management

Extensible Back Office

Optional add-ons, extensions, integrations, and feature sets (20+)

REST API

CMIS

Client SDKs: Java

JavaScript

Python iOS

Android

WebDAV

Nuxeo Drive (multi-device file sync)

Nuxeo

4

• Nuxeo supports customers in creating, building, maintaining, deploying and operating apps

• Nuxeo covers the full lifecycle of applications:

• Application Designer: Nuxeo Studio

• Development Environment: Nuxeo IDE (Eclipse), Maven Tooling

• Testing Toolset: Unit, Functional (Sl/WebDriver), Performance

• Deployment tools: Nuxeo Marketplace, Update Center

• Hosting : nuxeo.io

• We focus on the complete experience for our customers, not just the software you run

Agenda

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• Functional tour

• Demo: Parallel review

• Demo of a contract validation

• Overview of key workflow features

• Learn the basics: Step-by-step implementation of a sample workflow.

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• A graph-based workflow engine

• Design in Studio 

• Deploy on Nuxeo Platform

• Plugged into the form engine

• Plugged into Automation

Main Use Cases

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• Simple to complex validation of documents, cases or media assets

• Signature workflow

• Form digitization

• Content-centric organizational processes

Section

Label

Label

ADD

OK

Functional Tour

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Parallel Review

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• For organizing reviews /validation of documents

• Allows multiple people to review at the same time

Key Features (1/2)

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• The launcher widget

• The graph

• The task and the task form

• Task dashboard

• Notifications

• Traceability

Section

Label

Label

ADD

OK

Key features (2/2)

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• Escalation

• Multi-task node

• Sub-workflow

• Reassignment

• Manual delegation

Nuxeo Studio

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Nuxeo Studio for Configuration

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• Document Types Configuration

• Form Management

• Browsing Logic and Application Views

• Automation: Business Logic

• and Workflow !

Nuxeo Studio Deployment Model

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‣ No coding required

‣ Generates a bundle adapted to present and future versions of the Nuxeo Platform

Tour of the Workflow Feature

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• Review all the tabs

• Review all the nodes

Learn The Basics

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Our Scenario: Mission Order

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A purchase order is received, the document is assigned to the staffing committee who will either ask for more information or

assign to someone for fulfilling the mission.

Declare Users

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• In the Nuxeo Platform, we create

• John: a sales guy, who is in charge of a customer

• Jack: part of the staffing team

• Joe: accountancy department

• Bill: consultant

• A group: “staffing-group” who is in charge of all the staffing considerations. Jack and Joe are part of the staffing group.

Empty workflow

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• Create a workflow “staffing”. Make it do nothing.

One task assignment

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• Once John starts a staffing workflow, it creates a task for Joe who can only “approve”. This ends the workflow.

Assign to a group

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• Once John starts a staffing workflow, it creates a task for the group “staffing-group” who can only “approve”. The directive of the task is “Mission to Staff”. When clicking on “Approve”, it ends the workflow.

Understand buttons and transitions

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• The staffing group can either click on “assign” or on “ask for more information”.

• If the user clicks on “assign”, it assigns a task to Bill with the directive “New Mission”.

• If the user clicks “ask for more information”, it creates a task for John, the sales guy (using user:john). On that task John can only click on “Task completed” button, which recreates a task for staffing-group with directive “Mission to Staff” (so no new node is added here, we’re just pulling a transition on existing node.

Fetch user input

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• When a member of the staffing-group clicks on “Assign”, he should be able to add :

• A date of intervention

• Some more instructions for the consultant

• Number of days to spend on the mission

• This information should then be displayed to Bill on the task

Assign to a dynamic user

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• Let the staffing group decide the identity of the consultant

Leverage Automation

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• When the staffing group asks the sales guy for more information, a custom audit entry should be logged on the document: “Staffing refused”.