Transcript Introducing Documentum 6

Introducing
Documentum 6
David Mennie
Senior Product Marketing Manager, Interactive Content
EMC Corporation
October 10, 2007
1
Information
What is your most important asset?
How do you manage it?
2
Where Are Your Important Assets?
Access
Customers
Partners
Employees
I deleted graphic
3
Is Your Information an Asset or a Liability?
Your Next
Opportunity
presentations
Your Next
Lawsuit
Your Next
Innovation
research
models
email
proposals
contracts
memos orders
specs
4
How do you work with your information?
app
• office productivity suites
app
• creative tools for rich media
• product development
• project management
• search
• marketing automation
• web publishing
• video management
app
• invoice processing
app
• email archiving
• claims management
• business process automation
• scanning and imaging
• reports management
• SAP data
• eDiscovery
5
Introducing Documentum 6
Building An Information Infrastructure
app
app
app
Information
app
Infrastructure
6
Evolution of Enterprise Content Management (ECM)
1st Generation
Silos—Small vendors
providing point solutions
to solve discrete business
problems
Problem solving
• Document management
• Web content management
• Digital asset management
• Workflow/BPM
2nd Generation
Suites—Vendors
providing comprehensive
ECM functionality
Leverage investment
• Enterprise repository
• Common capabilities
• Different User Experiences
• Fragmented architecture
3rd Generation
Infrastructure—EMC
Documentum provides
ECM as part of the
information infrastructure
Unlock information
• Unified repository
• Enterprise Grade,
Distributed
• Modular, Configurable
• Usable
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Introducing 3rd Generation ECM – Documentum 6
app
app
Information
app
app
EMC Documentum & 3rd-Party
Productivity
Eliminate barriers to content and processes
Improve customer experience
Provide access and context for better service
Infrastructure
EMC Information Infrastructure
Lower costs
Increase utilization, reduce management effort
Reduce risks
Protect information against loss, secure against
unauthorized access
Exploit value
Harvest information’s value to benefit the business in new
ways
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EMC Information Infrastructure
leverage
app
app
Information
app
app
Infrastructure
enterprise content mgmt and archive: Documentum
information acquisition: Captiva, Acartus
BPM, collaboration: ProActivity, eRoom
enterprise search: AskOnce
optimize
virtualization: VMware, Rainfinity, Invista
information mgmt: xtender family, Documentum
resource mgmt: ControlCenter, Smarts, nLayers
protect
array replication: SRDF, MirrorView, etc.
backup to disk: NetWorker
data de-duplication: Avamar
continuous data protection: Kashya (RecoverPoint)
security: RSA, Authentica, Network Intelligence
store
SAN: Symmetrix, CLARiiON, Connectrix
NAS: Celerra
CAS: Centera
IP: Symmetrix, CLARiiON, Celerra, Centera
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leverage
 Virtualizing information
infrastructure
Virtualization: VMware, Rainfinity, Invista
Virtualization
Information management
management: Legato, Documentum,
Infoscapedata center
EMC
Automating
Resource management
management: ControlCenter, Smarts, nLayers
operations
optimize
protect
 Making protection effective
Array replication
replication: SRDF, MirrorView, etc.
and affordable
Backup-to-disk: Legato
Backup-to-disk
 Securing critical assets
Data de-duplication
de-duplication: Avamar
Continuous data protection
protection: Kashya
 Next generation backup
Security: RSA, Authentica, Network Intelligence
Security
store
SAN Symmetrix, CLARiiON, Connectrix
SAN:
NAS: Celerra
NAS
CAS: EMC Centera
CAS
IP
Accelerating Business Value for
Applications
Enterprise Content Management
Management: Documentum
 Unified Content Management
Information acquisition
acquisition: Captiva, Acartus
& Archiving
BPM, collaboration
collaboration: ProActivity, eRoom
Enterprise search
search: AskOnce
 Storing more intelligently
10
leverage
Enterprise Content Management
Management: Documentum
 Unified Content Management
Information acquisition
acquisition: Captiva, Acartus
& Archiving
BPM, collaboration
collaboration: ProActivity, eRoom
Enterprise search
search: AskOnce
 Virtualizing information
infrastructure
Virtualization: VMware, Rainfinity, Invista
Virtualization
Information management
management: Legato, Documentum,
Infoscapedata center
EMC
Automating
Resource management
management: ControlCenter, Smarts, nLayers
operations
optimize
protect
 Making protection effective
Array replication
replication: SRDF, MirrorView, etc.
and affordable
Backup-to-disk: Legato
Backup-to-disk
 Securing critical assets
Data de-duplication
de-duplication: Avamar
Continuous data protection
protection: Kashya
 Next generation backup
Security: RSA, Authentica, Network Intelligence
Security
3/03
1/04
1/05
1/06
1/07
store
EMC’s
Content Management investments:
SAN: Symmetrix, CLARiiON, Connectrix
SAN
intelligently
• Storing
Captiva more
– imaging
•NAS
Documentum
– content management 
NAS:
Celerra
• Authentica – information rights management
•CAS
AskEMC
Once
– federated search
CAS:
Centera
• ProActivity – business process management
•IP Acartus – reports management
• X-Hive – XML management
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Documentum 6
Personal and
Team
Productivity
Cost of
Processing
Transactions
Customer
Experience and
Service
Preservation
of Content
CONTENT APPLICATIONS
Knowledge
Worker
Transactional
Interactive
Archival
COMPLIANCE
UNIFIED CONTENT MANAGEMENT
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BearingPoint: Knowledge Worker
Metrics of Success
BearingPoint Profile


Consulting and professional
services: consulting applications
services, technology solutions
and managed services
$3.5B in revenues
Challenges



Project teams were unable to
leverage standard
methodologies
• Reduction in paper reliance
• Ability to find client project data much more
quickly
• Less exposure to compliance infractions:
-Sarbanes-Oxley, Legal & Foreign Corruption
Act Team rooms
-Retention policies adhered to for information
• Sharing of best practices across disciplines and
project teams
Corporate compliance around
retaining contracts and records
Internal teams needed to share
knowledge & track activities
Global Teams
discover | collaborate | leverage | secure
Library
Services
Rights
Mgmt
Collaborate
Services
Image
Mgmt
Workflow/
Lifecycles
Records
Mgmt
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Cincinnati Financial: Transactional Content
Cincinnati Financial Profile


One of the nation’s top 25 largest
property and casualty insurers,
actively marketing insurance in
32 states.
Revenue (2005): over $4.7 billion
Challenges


Manual paper-based claims,
manually entered financial and
claim coding
Took 18 to 30 days from
notification of loss
Metrics of Success
• Claims reps access electronic claim files instantaneously updated (film and audio files)
-750 field claims reps,
-250 other users
-Regularly accessed by 2,000 employees
• Takes one day to enter claim into system
• Immediate access for decision makers. Faster
processing of large claims files.
• Electronic information saves $5 million/year.
• Company weathered the 2004/05 hurricanes
Input
Scanners
and faxes
Application
output
Paper and
e-forms
Process
Deliver
Portal
Data and
documents
Business
applications
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Brown Forman: Interactive Content Management
BF Profile

Leading American Spirits &
Wines Co.

$2.5B in revenues

37 Global Brands


Jack Daniel’s Whiskey,
Finlandia Vodkas, Bolla Wines,
Stella Gin…
More than 6000 people,
worldwide— marketing, sales,
legal, AR/AP, external partners,
and more— use their ECM
applications
Metrics of Success
• More comprehensive view of brand assets
• Large savings on non-creative agency fees
• Great adoption rates:
-2500 employee users
-500 agency users
-450 partner users
• Reduced cycle time from idea generation to
marketplace execution
Media
Repository



© Copyright 2007 EMC Corporation. All rights reserved.
BF Brand Center
Jack Daniels Digital
Pressroom
BF Photo Studio
MultiChannel
Publishing
Creative
Process



Agency Collaboration
Agency Workflows
Creative Tool
Integration


BF Print
www.B-F.com
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Common Infrastructure for Content Applications
CONTENT APPLICATIONS
Knowledge
Worker
Transactional
Interactive
Archival
Service Orchestration
Workflows, business processes, and collaboration
Compliance and Security
Privacy, authorization, retention, integrity, rights management, and auditing
Content Services
Native ingestion, manipulation, and publishing for all content types
Content Intelligence
Content analytics, search, metadata, and relationships
Repository
Repository services, virtualization, and standardization
© Copyright 2007 EMC Corporation. All rights reserved.
16
What’s New in Documentum 6 Platform?
Mission:
To make building,
configuring, and
deploying content
applications
substantially faster
and easier
- Unified
- Modular
- Configurable
- Enterprise Grade
- Federated & Distributed
 SOA Ready
Next generation API (DFS) for Web Services
 New Development Tools
New Eclipse-based tools, Aspect programming
 Enhanced configurability
Templates, profiles, aspects, presets
 Enhanced distributed environment
New Branch Office Caching Services
 Enhanced Reporting
Reporting in the platform, Crystal Reports runtime
 Enhanced compliance
Physical records management and ensure IRM is
everywhere
COMPLIANCE INFRASTRUCTURE
MULTIPLE CLIENT ACCESS POINTS
RICH SET OF CONTENT SERVICES
ALL CONTENT TYPES
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Documentum Technical Architecture
Documentum 6
Process Services Layer
TOOLS
Content Services Layer
Compliance Layer
Security Layer
PROGRAMMING INTERFACES
Client Infrastructure Layer
CONFIGURATION INTERFACES
Robust, Standards-Based, Unified Platform
Repository Services Layer
Repository Infrastructure
Database
Full-Text Index
File System
Directory Services
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EMC’s New Enterprise Content Services?
SOA Ready
 Documentum functionality presented as services
 Developers use services to build products and integrations
– Extend one of our clients to add new functionality
– Build a new custom client
– Integrate Documentum's functionality with other applications that support
standards, such as Oracle Fusion Middleware and SAP NetWeaver
 Initial suite of Enterprise Content Services is Documentum
Foundation Services
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What is Documentum Foundation Services?
 DFS is Enterprise Content Service’s ‘core’ package
– Brand New API – “Best in the Business”
– Provides suite of out-of-the-box services
 Object, Version, Query, Schema, Search, Workflow
– Includes a runtime environment and a set of design-time tools
 DFS is provided as two distinct physical deliverables
– EAR file (Java Enterprise Edition (JEE))
– Zip archive ( DFS SDK for run and design-time).
 DFS instead of Documentum Foundation Classes
– Rapid development & deployment
– Easy to learn – English-like language
– Easy to use – not ECM / Documentum specific
– Easy to support
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Eclipse-Based Development Tools
New Development Tools
New Documentum Composer
 One integrated
development
environment
 Industry-standard
platform
 Open and extensible
– Available for partners
and others to add their
own plug-ins
 Project-based
development process
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Aspects Programming
New Development Tools
Aspect Configurations Reduce Schema Complexity
Executive
Authored
Contextual Control
SOP
Web Content
CONTRACT
Record
INVOICE
Aspects = Context
Document Types = Identity
•
•
•
•
Dynamically applied
Controls behavior and attributes
Extends the object model
Exists and are layered independently
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Enhanced Configurability
Presets
Configuration Settings Dramatically Reduce Need For Coding
 Control of the user
interface
 Customize common
contextual settings
 Specify: object types,
ACLs, formats, actions,
lifecycles, workflows,
searches, retention
policies, transformations,
base attributes
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Enhanced Distributed Environment
Content-Enabling the Distributed Enterprise
New Branch Office Caching Services (BOCS)
 Pre-Caching—push subset of content to remote BOCS servers based
on content locations, properties, users, and work queues
 Write-Back Support—allow for writes to local BOCS cache for both
import and check-in
New York
Web
Client 1
Prague
Application
Server
Central
Repository
© Copyright 2007 EMC Corporation. All rights reserved.
Web
Client 2
BOCS
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Other New Capabilities in Documentum 6










Improved WDK Performance
LDAP Enhancements
Historical audit trails
Full-Text search enhancements
Coordinated UTC date storage
Event-based retention support for Centera
Java DMCL
Java Management Extension (JMX) framework
Role-based administration
Documentum Reporting Services
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Report Example
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What’s New in Knowledge Worker Applications
What’s New in Knowledge Worker Applications?
Personal and
Team
Productivity
- Easier to use
- Pervasive access
Cost of
Processing
Transactions
Customer
Experience and
Service
Preservation
of Content
 Embrace and extend Microsoft SharePoint
New user interface for work queues and image/task management
 Complete unification: collaboration, search, IRM
Native image handling with Imaging Services
 New offline client capabilities
Easier user interface configuration
 Enhanced usability and configuration of Webtop
Complete Business Process Management Suite
 Enhanced search with new dynamic clustering
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New Webtop User Experience
Improved Usability, Making It Easier To Use
 no check boxes
• right-click support
• keyboard shortcuts
• dynamic menus
 multi-object actions
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Enhanced Search
New Content Discovery Capabilities Through ECI Services
Simpler Search
• New Search experience
• Search templates
Wider Search
• More adapters
• Desktop search
Faster Finding
• Results clustering
Better Search
• Improved relevancy detection
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Enhanced Collaboration Edition
New Webtop-based Collaboration
 Team workplaces
 External members
 New object types
 Data tables
 User configurable
 Process Management
 Leverages platform services
 Search, BPM, Records, IRM
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Enhanced Offline Capabilities
Providing access and ease of use to those who need to be mobile
 Offline-enables any Documentum client/application
 Allows files/folders on your desktop
 Seamless integration with Windows
 Synchronization on demand/automatically
 Supports both content and metadata
 Can support cabinets, folders, or document-level synchronization
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What’s New in Transactional Content Management
Personal and
Team
Productivity
- Easier to use
- Easier to configure
and deploy
- Further leverage
BPM technologies
- Enhance
Compliance
Cost of
Processing
Transactions
Customer
Experience and
Service
Preservation
of Content
 New TaskSpace
New user interface for work queues and image/task management
 New Imaging Services
Native image handling with Imaging Services
 Enhanced Forms Builder
Easier user interface configuration
 Complete BPM Suite
Complete Business Process Management Suite
 Tighter Integration Between Captiva and BPM
 New Process Services for SAP
© Copyright 2007 EMC Corporation. All rights reserved.
32
New Documentum TaskSpace
Transactional-Based Client Environment
 Users can rapidly complete
tasks and retrieve documents
Processing task
 Easily configured for specific
job functions or tasks
– Tasks, task lists, forms,
documents, folders, and
searches
 Accelerates deployment and
adoption of EMC transactional
content management solution
Viewing a folder
© Copyright 2007 EMC Corporation. All rights reserved.
33
Managing Folders
Folder metadata
displayed along
Manage
Folders
with contents
Browsing limited
to subfolders
Display custom
metadata in
content listings
© Copyright 2007 EMC Corporation. All rights reserved.
Search on and
filter content
Easy to model
customer accounts,
cases, claims, etc.
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Forms Builder Enhancements
New configuration environment for both Forms and TaskSpace
 Design improvements
make it easy to create,
preview and work
collaboratively on forms
 Layout and styling
improvements for highly
customizable forms
 Incorporates AJAX
technology for dynamic
form fields
 Use form templates for
multiple localized
versions of a form
© Copyright 2007 EMC Corporation. All rights reserved.
35
Complete Business Process Suite
Process Orchestration Enhancements
 Usability improvements for
Process Builder
February 2007
launch of the
BPM Suite
 Workflow enhancements for
queue management and task
assignments
 Improved configuration of
integration and monitoring
activities
 New ability to define
structured data within
processes
 Configure process integration
with SAP applications
New Process Builder UI
© Copyright 2007 EMC Corporation. All rights reserved.
36
Complete Business Process Suite
Process Orchestration Enhancements
New activity
templates to
connect
processes using
Documentum and
SAP:
 Interactions with SAP can be modeled and
initiated at any point within a Documentum
business process
 Information can be easily shared between
Documentum and SAP
-
Link objects in either system
-
Replicate information between systems
 Documentum can trigger workflow activities in
SAP
 Use case examples:
-
Document-centric applications such as
engineering change management
-
Process-centric applications such as invoice
processing
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What’s New in Interactive Content Management?
Personal and
Team
Productivity
Cost of
Processing
Transactions
Customer
Experience and
Service
 New Web Content Management Capabilities
New Site Wizard and Contributor User Interface
 Enhanced usability to work with rich media
New usability enhancements, including collaboration edition for
marketing automation
 Deeper support for Creative Suites
New File Share Services for Adobe Creative Suite 3 and other creative
tool integrations
Preservation
of Content
- Make it easy to
work with rich
media: images,
video, web and
many more
- Pervasive access,
especially the
creative desktop
 New Intellectual property rights management
 Simpler transformation management
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FocusEase
on WCM
Ease-of-Use
New
of Use
Web Content Management
Enhancements to editing
experience with template
creation – Page Builder
eRoom
Web Publisher
New
User Interface for casual
Site Manager
or non-technical users that
makes it easy to create, edit
and publish content
Site Creation and Management
Capabilities with a Web
Publisher Site Wizard
Dynamic Site Navigation based
upon content relationships
with taxonomy structure
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Enhanced Rich Media Support
DAM
40
Creative Creative
Tool Support
Deeper
Suite Support
DAM
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Creative Transformations
Tool Support
Simpler
Transformations
New Transformations, Administration & Usability
New XML
Transformations
Services
 XSL Engine –
Render XSL-FO to
PDF format
 Full XSLT Support
 Includes pre-built
style-sheets,
transformations and
Open DITA tool kit
 Designed for
extensibility
WML,
cHTML,
XHTML,
Javahelp,
WinHelp,
RTF,
Postscript,
etc…
New Usability: Transformation Wizard
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What’s New in Archiving Applications?
Personal and
Team
Productivity
Cost of
Processing
Transactions
Customer
Experience and
Service
Preservation
of Content
 Platform optimizations for archiving apps (light-weight
objects, rapid ingestion, repository partitioning, etc.)
 Email completeness (legal discovery, mailbox mgmt, etc.)
 Enhanced Archive Services for SAP
 Enhanced Archive Services for SharePoint
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Summary
• Documentum 6 introduces a
comprehensive information
infrastructure for content applications
• Key areas of innovation include:
– Transactional Content Management
– Documentum 6 Platform
– Interactive Content Management
• Soon to come are further
enhancements:
– Knowledge-Worker Applications
– Archiving
44
Thank You
Thank
David Mennie
EMC Corporation
[email protected]
45