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Federated, Virtual, Universal… Can You Have it All?
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Enterprise Information Integration
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The many dimensions of Content Integration
Stored in a Dctm
Repository
Stored outside a Dctm
Repository
Accessed within a Dctm Application
Accessed outside a Dctm
Application
Content Mgmt Control
No Content Mgmt Control
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Customer Scenario: Application in the Cloud
Current State: Use salesforce.com - want to manage & secure the content files involved in selling process
Insufficient content mgmt functionality
Prefer to keep files behind your firewall
Solution
Content Services for Salesforce CRM
Others: Leverage integration based on CMIS
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Integrations
Content Services for Salesforce CRM
Content Services for SAP
Content Services for SharePoint
Content Services for EMC Centera
Content Services for NetApp SnapLock
Content Services for BEA Portal
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Benefits of a Standardized Repository
Standardized repository infrastructure
Can present a single, simplified architecture to manage
Simplifies system administration
Benefits of efficient reliable storage for all applications
Common repository
Easier to share between applications - benefits of unified repository to non-dctm apps
Facilitates search / eDiscovery
Facilitates policy mgmt
Easier to migrate between versions, when content is in one place
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Levels of Control
Content management enabled repository
Can add security & retention
No matter which application creates, you can put the content mgmt controls on it
Can scale up level of control without migration or integration concerns
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Virtual Content Management
Stored in a Dctm
Repository
Stored outside a Dctm
Repository
Accessed within a Dctm Application
Accessed outside a Dctm
Application
Content Mgmt Control
No Content Mgmt Control
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Driver: Governance, Risk & Compliance
Customer A has 500 different repositories, 23 billion objects – Want to manage from a single control point
– Retention for compliance– Hold for legal support – Disposition for cost management
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Driver: New, Improved applications
Customer B wants single point of access for End users
Want new applications to draw from multiple existing systems
– Legacy users of legacy apps need not change
The application would move content across repositories
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How VCM works (Not Federated)
The master system is like a dispatcher
We track virtual objects which include pointers to source systems
– Source systems: ECM systems, ERP systems, File Share drives
Direct operations to source repositories through an adaptor layer
– Currently offer native adaptors provided by partner
Search, check in and out, version…content remains in place
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Elements of our Virtual Content Management
•Search•Discovery•Classification
•Versioning•Locking•Retention
AdaptorFramework
•Proxy Objects•Metadata Mgmt•In‐place or Copied
•Schema Mgmt•Operations
METACATALOG
CRAWLER /MONITOR
SCHEMA MAPPING
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Standards based integrations
Structured: SQL
Semi-structured: XQuery
Unstructured: CMIS
CMIS is a standard for integrating with ECM systems– Eliminates adapter risk because most will support CMIS – Will be adopted by ECM vendors and non-ECM vendors– Won’t need an SI for upgrades
Tie it all together: XProc –For when you need to combine both sources in a single application
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Benefits of Virtual Content Management
Migrate if and when cost effective– Could leave in place forever– VCM creates a buffer so can migrate over time– Minimal impact on business operations – Use old and new systems simultaneously
Not federated – which has too many dependencies
Governance, Risk & Compliance
New Applications built on the shoulders of others
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MDM “Entities”
Documents get meaning from their relation to something defined by data
“Entities” give context and relevance to data– Lung x-ray Patient name– Invoice Supplier name– Loan application Customer name
Entities can be described with different terminology which causes conflicts
– Financial/Credit: Card Holder, Member, Customer– Medical: Patient, Client, Member
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Standardize Entities
GeneralPractice
“Member”
X-Ray Dept.“Patient”
Blood Lab“Donor”
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Standardize Instances
Susan Hong
110 51st Street Apt. 3
New York, NY
Susan Smith
110 51st Street Apt. 3
New York, NY
Susan Smith
26 Suburban Lane Stamford, CT
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MDM brings consistency and accuracy
Content management + MDM = accuracy and efficiency
Documentum
General Practice
Member
Home Grown
X-Ray Dept.
Patient
FileNet
Blood Lab
Donor
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Use Case: NY City
Current state:Customer has 6 agencies managing healthcare
informationEach Borough has and needs independent systems
Different CM vendorsInformation duplication
Goals:Needs solutions that work across Agency boundaries
Manage information from umbrella solutionsImprove data quality & consistencyProvide single point of policy managementUnify vocabularyAdd new functionality in a consistent way
Different data models Different vocabularies
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Use Case: Leading Global Data Provider
Current state:Data provider in multiple industriesData stored in different geographical silosData stored in RDBMS & CMS systemsNo single data modelNative applications serve local data
Goal:Build centralized solution to discover relevant
information across silos and manage it Add collaboration and BPMImprove data quality
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Business Drivers for Data/Content Integration (Gartner)
Run The Business– Improves the accuracy of business process– improves business user decision making
Growing the Business– Single view of customer helps to understand customers – Master product data can speed time to market
Transforming the Business– Foundation for modeling and simulation from different
organizational perspectives– Clean information can be shared with external partners– Not sufficient by itself, but without it transformation
strategies are too hard or too expensive
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MDM Hype Cycle
Organizations have a fundamental need to have one validated record of a patient, citizen, customer, or product to enable greater organizational efficiencies, meet compliance and grow revenue opportunities.
Gartner’s hype cycle for Master Data Management states:
Through 2012, 70% of SOA projects in complex, heterogeneous environments will fail to yield expected business benefits unless MDM is included.
Through 2012, due to the lack of a sufficiently business-oriented approach, appropriate governance and accompanying metrics structure, 60% of MDM programs will be regarded as failures.
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VCM and MDM
Master Data Management
Virtual Management in
External Apps or Repositories
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