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

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Tuesday, March 1, 2011

Open Source ECM

Open Standards in ECM

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

• Preservation

• Metadata

• Interoperability

Tuesday, March 1, 2011

Open Source ECM

Preservation Standards

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• 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

Tuesday, March 1, 2011

Open Source ECM

Open Standards for Preservation

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• 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

Tuesday, March 1, 2011

Open Source ECM

Open Standards for Metadata

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• 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

Tuesday, March 1, 2011

Open Source ECM

Open Standards for Interoperability

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• 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

Tuesday, March 1, 2011

Open Source ECM

2010 Was a Turning Point in ECM

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Tuesday, March 1, 2011

Open Source ECM

CMIS - Vendors Playing Nice

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Tuesday, March 1, 2011

Open Source ECM

Background

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• 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

Tuesday, March 1, 2011

Open Source ECM

Background

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• 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

Tuesday, March 1, 2011

Open Source ECM

CMIS: Why and What?

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• 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

Tuesday, March 1, 2011

Open Source ECM

CMIS: Why and What?

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Whitepaper - CMIS, by Gilbane Group and OASIS

Tuesday, March 1, 2011

Open Source ECM

CMIS: Why and What?

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• 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

Tuesday, March 1, 2011

Open Source ECM

CMIS: Why and What?

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• 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

Tuesday, March 1, 2011

Open Source ECM

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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

ACL

CMIS 1.0

Tuesday, March 1, 2011

Open Source ECM

Emergence of Chemistry

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• 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

Tuesday, March 1, 2011

Open Source ECM

Emergence of Chemistry

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Tuesday, March 1, 2011

Open Source ECM

Removing the Stigma from “Silo”

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Tuesday, March 1, 2011

Open Source ECM

Harvesting the Silos

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• 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

Tuesday, March 1, 2011

Open Source ECM

Harvesting the Silos

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• 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

Tuesday, March 1, 2011

Open Source ECM

Harvesting the Silos

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• 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

Tuesday, March 1, 2011

Open Source ECM

Harvesting the Silos

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• 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

Tuesday, March 1, 2011

Open Source ECM

AIIM iECM Demo Server

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• 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

Tuesday, March 1, 2011

Open Source ECM

AIIM iECM Demo Server

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Tuesday, March 1, 2011

Open Source ECM

AIIM iECM Demo Server

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Tuesday, March 1, 2011

Open Source ECM

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

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Tuesday, March 1, 2011

Open Source ECM

Lowest Common Denominator or Greatest Common Factor?

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• 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

Tuesday, March 1, 2011

Open Source ECM

Lowest Common Denominator or Greatest Common Factor?

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• Versioning of Documents

• CMIS Query and Discovery Services

• Navigation Services

• Multi-Filing Services

Tuesday, March 1, 2011

Open Source ECM

Platforms vs. Suites vs. Condominiums

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Tuesday, March 1, 2011

Open Source ECM

ECM Evolving into a Platform for Content Applications

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• 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

Tuesday, March 1, 2011

Open Source ECM

ECM Evolving into a Platform for Content Applications

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• 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

Tuesday, March 1, 2011

Open Source ECM

ECM Evolving into a Platform for Content Applications

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• 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

Tuesday, March 1, 2011

Open Source ECM

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

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Tuesday, March 1, 2011

Open Source ECM

Real World CMIS in Action

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• 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/

Tuesday, March 1, 2011

Open Source ECM

Real World CMIS in Action

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• Content Engine behind WCM / Portal Systems

• Drupal

• EZPublish

• Nuxeo

• Alfresco

• KnowledgeTree

Tuesday, March 1, 2011

Open Source ECM

Real World CMIS in Action

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• Business Process Management

• Access content stored in ECM repositories via CMIS

Tuesday, March 1, 2011

Open Source ECM

Why It Matters

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Tuesday, March 1, 2011

Open Source ECM

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Standards = Efficiency

Tuesday, March 1, 2011

Open Source ECM

Transporting the Digital Goods

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• 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

Tuesday, March 1, 2011

Open Source ECM

Learn More

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• Gilbane and OASIS Joint Whitepaper on CMIS

• Opensource.com Article on Open Standards

• Nuxeo Whitepaper on ECM as a Platform

• CMIS Technical Blogs @ Nuxeo

Tuesday, March 1, 2011