AIIM New England - ECM in an Interoperable World

Open Source ECM

ECM in an Interoperable World

Cheryl McKinnon - Nuxeocmckinnon@nuxeo.com@CherylMcKinnon

AIIM New England - March 2, 2011

Tuesday, March 1, 2011

Open Source ECM

Open Standards Are Essential to ECM

Open Source ECM

Open Standards in ECM

• Information Management professionals who are serious about digital preservation in today’s knowledge economy need to be diligent

• Preservation

• Metadata

• Interoperability

Open Source ECM

Preservation Standards

• How do we ensure this era of Information Overload doesn’t become the Dark Ages 2.0?

• Non-vendor controlled file formats

• Independent from operating systems or hardware platforms

• Can live outside of digital rights lockdown for appropriate preservation and educational uses

Open Source ECM

Open Standards for Preservation

• A long way to go...but:

• PDF/A and ODF are a start

• Public sector has lead the charge in this area

• PDF/A as an ISO Standard incubated by AIIM

• Ability to mandate and encourage open standards adoption

Open Source ECM

Open Standards for Metadata

• Dublin Core

• Wide adoption for these standard metadata elements in content management and library systems

• XML

• W3C consortium

• Machine and Human Readable textual data format

Open Source ECM

Open Standards for Interoperability

• CMIS (Content Management Interoperability Services)

• OASIS managed with active participation from AIIM

• OpenSocial

• Interoperability across collaboration and social network products

• “Gadget” metaphor inspired by Google

• An Open API not formal standard

Open Source ECM

2010 Was a Turning Point in ECM

Open Source ECM

CMIS - Vendors Playing Nice

Open Source ECM

Background

• 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

Open Source ECM

Background

• 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

Open Source ECM

CMIS: Why and What?

• 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

Open Source ECM

CMIS: Why and What?

Whitepaper - CMIS, by Gilbane Group and OASIS

Open Source ECM

CMIS: Why and What?

• 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

Open Source ECM

CMIS: Why and What?

• 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

Open Source ECM

IBM/Filenet NuxeoEMC/

Documen-tum

Sharepoint Alfresco ...

CMIS client : Portal, Scanning, ECM app , Business APP

Document

FolderMetadata

Checkin, Checkout

Versions

CRUD operationsQuery : CMISQL

Renditions

Filing

Relations

REST (AtomPub) or SOAP

CMIS 1.0

Open Source ECM

Emergence of Chemistry

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

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

• Alfresco contributes to OpenCMIS in 2010

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

Open Source ECM

Emergence of Chemistry

Open Source ECM

Removing the Stigma from “Silo”

Open Source ECM

Harvesting the Silos

• 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

Open Source ECM

• 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

Open Source ECM

• 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

Open Source ECM

• 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

Open Source ECM

AIIM iECM Demo Server

• 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

Open Source ECM

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

Open Source ECM

Lowest Common Denominator or Greatest Common Factor?

• 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

Open Source ECM

Lowest Common Denominator or Greatest Common Factor?

• Versioning of Documents

• CMIS Query and Discovery Services

• Navigation Services

• Multi-Filing Services

Open Source ECM

Platforms vs. Suites vs. Condominiums

Open Source ECM

ECM Evolving into a Platform for Content Applications

• 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

Open Source ECM

• 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

Open Source ECM

• 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

Open Source ECM

CMIS: It’s Real. And It’s Spectacular.

Open Source ECM

Real World CMIS in Action

• 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/

Open Source ECM

• Content Engine behind WCM / Portal Systems

• Drupal

• EZPublish

• Nuxeo

• Alfresco

• KnowledgeTree

Open Source ECM

• Business Process Management

• Access content stored in ECM repositories via CMIS

Open Source ECM

Why It Matters

Open Source ECM

Standards = Efficiency

Open Source ECM

Transporting the Digital Goods

• Line of Business and ECM Applications carry business content

• Goods and Services are bought, sold and contracted electronically

• Interoperable systems (ERP, WCM, eCommerce, BPM and Workflow, ECM) need to let electronic content move across business processes

• Reluctance to adopt basic Document Management interoperability standards is a repeat of the Rail Gauge Debates of the 1800s

Open Source ECM

Learn More

• Gilbane and OASIS Joint Whitepaper on CMIS

• Opensource.com Article on Open Standards

• Nuxeo Whitepaper on ECM as a Platform

• CMIS Technical Blogs @ Nuxeo

AIIM New England - ECM in an Interoperable World

Technology

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