Introduction to SAP NetWeaver Knowledge Management (KM) Deborah Adams SAP Labs

Transcription

1 Introduction to SAP NetWeaver Knowledge Management (KM) Deborah Adams SAP Labs

2 Learning Objectives As a result of this session, you will learn: Why knowledge management strategies are important for organizations How SAP NetWeaver Knowledge Management (KM) addresses the challenges of working with unstructured information How SAP NetWeaver KM is tightly embedded and integrated into SAP s core business applications SAP AG 2006, 2

3 What is KM, and why is it important? KM usage scenarios Integration into business processes Future plans and outlook

4 What is KM, and why is it important? KM usage scenarios Integration into business processes Future plans and outlook

5 SAP NetWeaver User Productivity Enablement Running an Enterprise Portal Enabling User Collaboration Business Task Management Mobilizing Business processes Enterprise Knowledge Management Enterprise Search Data Unification Master Data Harmonization Master Data Consolidation Central Master Data Management Enterprise Data Warehousing Business Information Management Enterprise Reporting, Query, and Analysis Business Planning and Analytical Services Enterprise Data Warehousing Enterprise Knowledge Management Enterprise Search Business Event Management Business Activity Monitoring Business Task Management End-to-End Process Integration Enabling Applicationto-Application processes Enabling Business-to- Business processes Business Process Management Enabling Platform Interoperability Business Task Management Custom Development Developing, Configuring, and Adapting Applications Enabling Platform Interoperability Unified Lifecycle Management Application Governance and Security Management Software Lifecycle Management Authentication and Single Sign-On SAP NetWeaver Operations Integrated User and Access Management Consolidation Enabling Platform Interoperability SAP NetWeaver Operations Master Data Consolidation Enterprise Knowledge Management Enterprise Data Warehousing ESA Design and Deployment Enabling Enterprise Services SAP AG 2006, 5

6 SAP NetWeaver (cont.) User Productivity Enablement Running an Enterprise Portal Enabling User Collaboration Business Task Management Mobilizing Business processes Enterprise Knowledge Management Enterprise Search Data Unification Master Data Harmonization Master Data Consolidation Central Master Data Management Enterprise Data Warehousing Business Information Management Enterprise Reporting, Query, and Analysis Business Planning and Analytical Services Enterprise Data Warehousing Enterprise Knowledge Management Enterprise Search Business Event Management Business Activity Monitoring Business Task Management End-to-End Process Integration Enabling Applicationto-Application processes Enabling Business-to- Business processes Business Process Management Enabling Platform Interoperability Business Task Management Custom Development Developing, Configuring, and Adapting Applications Enabling Platform Interoperability Unified Lifecycle Management Application Governance and Security Management Software Lifecycle Management Authentication and Single Sign-On SAP NetWeaver Operations Integrated User and Access Management Consolidation Enabling Platform Interoperability SAP NetWeaver Operations Master Data Consolidation Enterprise Knowledge Management Enterprise Data Warehousing ESA Design and Deployment Enabling Enterprise Services SAP AG 2006, 6

7 Different Users Need Different Information CFO Manager Employee Structured Information Unstructured Information SAP AG 2006, 7

8 SAP NetWeaver Knowledge Management What Is It? SAP NetWeaver Knowledge Management provides end users and consumers with the capabilities to access, search, create, and disseminate unstructured information across repository boundaries Employee Integration into business applications and processes provides additional context on top of the documents content SAP AG 2006, 8

9 The Challenge with Unstructured Information The Challenge: Unstructured information is distributed across various repositories Intranet Web ~ 15%: Structured information Shared Drives ~ 85%: Unstructured information -ERP data - BI reports - Workflow data Doc. Mgt. Groupware SAP AG 2006, 9

10 Repositories are Not the Only Dimension Information is distributed in organizations... Technically Web server File server SAP systems DM systems... Organizationally Subsidiaries Departments Teams... Semantically Categories Keywords Navigation hierarchies and the consequences are: People do not find the right information Related information cannot be connected Collaboration and information exchange between people does not work SAP AG 2006, 10

11 Unstructured Information in the Context of Business Applications and Processes Unstructured Information Innovation and Problem Solving Merge them! Business Applications and Processes Efficiency and Execution Embedding unstructured information into business processes and applications provides 360 insight for informed decision-making SAP AG 2006, 11

12 What is KM, and why is it important? KM usage scenarios Integration into business processes Future plans and outlook

13 Knowledge Management Core Usage Scenarios Access and search information 1 Knowledge Management Create and disseminate information 2 Integrate into business applications and processes 3 SAP AG 2006, 13

14 Challenges of Working in a Knowledge-Based World 1 Access and search information Search, navigate, and retrieve unstructured information in a central environment Ensure the accessibility of all documents to all authorized users and provide critical information services SAP AG 2006, 14

15 SAP NetWeaver Portal as Central Access Point Role-based, Sales Manager Line Manager Business Developer secure, Authentication and Web-based SAP NetWeaver Portal Single Sign-On access to applications, information, and services ERP BI Knowledge Management Documents Further applications/ services SAP AG 2006, 15

16 What is KM, and why is it important? KM usage scenarios Integration into business processes Future plans and outlook

17 Repository Integration KM provides: Centralized access to heterogeneous document repositories A repository for storing documents related to portal and everyday work Consistent look and feel Full-text search capabilities Document-centric services KM is: Delivered via SAP NetWeaver Portal Tightly integrated with SAP NetWeaver Collaboration to enable document-centric collaboration scenarios SAP NetWeaver KM provides a unifying layer for heterogeneous document repository landscapes SAP delivers its own repository and ready-to-use connectors to various others! Customers can develop their own connectors! Partners can certify their connectors! SAP AG 2006, 17

18 Integration of SAP Repositories Connectors to third-party repositories delivered by SAP Native KM repository File system Web server (http/https) Web DAV Lotus Domino (5.x) Knowledge Management (delivered via SAP NetWeaver Portal) Connectors to SAP applications mysap PLM DMS SAP BI (for attachments and reports) mysap CRM (for specific scenarios) Portal Content Directory (for search on PCD content, NetWeaver 04 SP14) SAP AG 2006, 18

19 Integration of SAP Partner Repositories Connectors delivered by partners Certified IOS DocuLink 4.6C FileNet P8 Easy Software LogicTools Lotus Domino 6.5 (by Conet) Developed Previon ICContent Documentum 5.3 In progress MS Windows Sharepoint Services Further possibilities Integration via Web DAV/HTTP iview Integration (bypasses KM) Customers and partners can develop their own connectors ( Repository Managers ): Go to Knowledge Management and Collaboration Listed vendors on Portal Content Portfolio * Requires login credentials to the SAP Service Marketplace SAP AG 2006, 19

20 Search Capabilities Search capabilities Full text/attribute search Exact/Linguistic/Fuzzy Phrase search and wildcards Boolean operators Highlighting of search results HTML conversion on the fly Content Snippets/Abstracts Sponsored links to direct users to preferred search sites Dynamic search for similar documents ( See also ) Automatic classification of documents into categories Federated search (integration of other search engines) Note: SAP s engine for search and classification (TRE) is used for the search. TRE is used in many other SAP applications. SAP AG 2006, 20

21 Taxonomies Sort Documents Across Repositories Reader JADE Office electronics Photocopiers Laptops Fax Phone KM taxonomies sort documents from various sources into a common virtual place in the portal File Server EMEA Web Server US KM store APA Author JOHN Author JACK Author JILL Author JAMES SAP AG 2006, 21

22 Classification of Documents Why classification? Information is created in the author s context In a specific folder In a specific terminology Information is needed in the consumer s context In a known navigation hierarchy In relevant categories Navigation structure of consumer (taxonomy) Photocopiers Navigation structure of author Computer Office electronics Laptops Link to 2100_Series.pdf Fax Phone Automatic classification Manufacturer Compaq IBM Software SAP AG 2006, 22

23 Concept: Query-Based Classification (QBC) Query: Author = Technical Office Support Office equipment Electronics Furniture Writing equipment Laptops Laptops Fax Fax Chairs Chairs Desks Desks Pencils Pencils Paper Paper Query: Content = Laptop (AND Author = Technical Office Support ) SAP AG 2006, 23

24 Concept: Example-Based Classification (EBC) Office equipment Electronics Furniture Writing equipment Laptops Laptops Fax Fax Chairs Chairs Desks Desks Pencils Pencils Paper Paper Example documents describe the category SAP AG 2006, 24

25 Challenges of Working in a Knowledge-Based World Create and disseminate information Easily create and publish documents From Web browser or Windows file explorer Upload or Web-based forms Route information to the right user groups via approval workflows, subscriptions, or classification 2 SAP AG 2006, 25

26 Creating Documents within Knowledge Management Features File upload New files from templates stored in KM Attributes (mandatory/ optional) Versioning Permissions Publishing workflow Time-dependent publishing Automatic indexing/ classification SAP AG 2006, 26

27 Portal Drive : Easy Integration of KM Content into Windows File Explorer Portal with KM content is exposed as mapped network drive KM can be handled like any mapped drive Offline synchronization Different skins same content Web Browser Easy deployment via standard SAP installation Mount drive from browser * SSO to portal with authorizations respected File Explorer Notes: - Portal drive will work with SAP NetWeaver 04 SP14 and SAP NetWeaver 2004s - *Planned with NetWeaver 04 SP15 SAP AG 2006, 27

28 Creating HTML Content: ML Forms Content Manager Creates templates for Web-based forms (Java runtime needed) Author Writes content in a Web-based form (Web browser needed) Reader Sees HTML content in a corporate look and feel (Web browser needed) SAP AG 2006, 28

29 Can You Realize a Web Site Presence with KM? Native KM: ML Forms Business package for Web editing by SAP Consulting Possibilities for Web-based publishing with KM Partners with WCM offerings Customer-specific project SAP AG 2006, 29

30 Can You Realize a Web Site Presence with KM? (cont.) Native KM: ML Forms KM Standard (technology and license) Good enough for quick publish (e.g., news) Lean solution, not suitable for fullfledged Web site Business package for Web editing Based on KM Standard (technology) Integration of KM iviews into portal navigation Extra license applies Possibilities for Web-based publishing with KM Partners with WCM offerings Best-of-breed vendors for WCM systems Tight integration into portal navigation not always possible (check vendor offering) Extra license applies Customer-specific project Can be tailored to customer needs Project costs and maintenance Specific development skills needed (Java/ML) SAP AG 2006, 30

31 Challenges of Working in a Knowledge-Based World 3 Integrate into business applications and processes Unstructured information is often created in the course of a business process and needs to be handled accordingly KM functionality is integrated with a number of applications within SAP and can be embedded into other business applications via a variety of open APIs SAP AG 2006, 31

32 Usage of KMC Capabilities in SAP Applications (as of January 2006) SAP Solution KMC Capability Document sharing Web publishing light Integration of document stores Document infrastructure Virtual teams (collaboration rooms) Employee Self-Service, Manager Self-Service mysap HCM (Learning Solution) mysap CRM (Channel Mgt., Digital Asset Manager) - SAP xapps (xpd, xrpm) - - mysap PLM (integration with DMS and cfolders) () BI (Information Broadcasting) mysap ERP 2005 Every User role mysap ERP 2005 Business Unit Analyst role - Index: = Used - = not used () = Integration of cfolders with Collaboration Rooms Colors: Productive/As part of mysap ERP2005 (currently in ramp-up) SAP AG 2006, 32

33 Example: Business Unit Analyst Delivered with mysap ERP2005 (on NW2004s) Trigger for annual budget planning round (via a guided procedure) Mike de Wolf Business Unit Analyst Planning round in collaboration room Lucy Jones Line Manager Gary Dahl Line Manager SAP AG 2006, 33

34 Example: Manager Self-Service (MSS) Using KM in NetWeaver 04 Manager can create documents related to his/her employees SAP AG 2006, 34

35 Example: Merging of KM Information with CRM Application Data Jump from KM documents directly to related CRM Business Objects SAP AG 2006, 35

36 BI Information for All Users: Information Broadcasting Subscribe Feedback Notes Search Publish into KM (one-time, scheduled) Embed into collaboration room Send I need to distribute BI information to other users in a controlled and intuitive fashion SAP AG 2006, 36

37 Example (xpd): Full-Text Search and Attribute Classification Across Ideas SAP xapp Product Definition (xpd) stores ideas and concepts in KM (including search and classification) Full-text search with TRE across ideas and associated attachments Classification of ideas into categories based on attributes SAP AG 2006, 37

38 Every User Role in mysap ERP 2005 mysap ERP uses KM (and collaboration) extensively in every user role that provides the entry point to all generic company information (independent of specific business roles) SAP AG 2006, 38

39 Main Hooks for Integration of Partner Products iviews for EP Adaptation/Creation of KM applications SAP Enterprise Portal Design Tools KM Tools Content Management (CM) Knowledge Management and Collaboration Roles Collaboration Room Services Search and Classification (TRE) KM Connectors Repository Managers Real Time Collaboration Mail and Calendars Administration Repository Framework KM Flexible UI, Reporting, KM Commands, etc. SAP Web Application Server KM Repositories External Repositories TRE APIs are wrapped via KM APIs and not available in public SAP AG 2006, 39

40 What is KM, and why is it important? KM usage scenarios Integration into business processes Future plans and outlook

41 KM and Collaboration (KMC) in Next Major NW Release End-User Productivity Waste basket Shopping basket (mass download) Enhanced multi-language support Integration of native mail client s UI (e.g., Outlook) instead of SAP UI Improved navigation capabilities Integration with work center/ control center Search for collaboration rooms Administration Reuse of room roles in permission Reports/tools for monitoring, logging, and analysis Infrastructure KM cache servers Transport of KMC content Application Integration Application integration infrastructure (Web Services, ESA compliance) Collaboration exposure to Web Dynpro applications All features are subject to change without prior notice SAP AG 2006, 41

42 Summary The KM capabilities of SAP NetWeaver will help you manage all facets of unstructured information Capabilities include: Functions for effectively creating and working with information in documents A powerful search and classification engine Adaptability through an open set of extensions Full integration with the SAP NetWeaver integration and application platform SAP AG 2006, 42

43 Further Information Public Web and SAP Developer Network SDN Knowledge Management and Collaboration - SAP NetWeaver Developer Guide Documentation - Related SAP Education Training Opportunities - SAP EP: Overview of Portal, KM, Collaboration EP300: Configuration of KM and Collaboration Service Marketplace (Knowledge Management) (Collaboration) * Requires login credentials to the SAP Service Marketplace SAP AG 2006, 43

44 For more information: Access the SAP Developer Network The central hub for the SAP technology community Everyone can connect, contribute and collaborate- consultants, administrators and developers Focus around SAP NetWeaver and SAP xapps High quality of technical resources Articles, how-to guides, Web logs, collaborative areas, discussion forums and downloads, toolkits and code-samples A collaboration platform, not a one-way street SAP experts from customers, partners and SAP SDN is powered by SAP NetWeaver Built on the SAP Enterprise Portal Featuring collaboration capabilities of SAP Knowledge Management SAP AG 2006, 44

45 7 Key Points to Take Home The IT Scenario, Enterprise Knowledge Management, provides the foundation for organizations to plan, build, and operate an integrated work environment for users KM can help your organization manage distributed unstructured information in your organization and put it into a business context Repositories can be consolidated and integrated with KM Adaptable user experience through a configurable user interface for creation and distribution of information Wide variety of KM services available such as search, rating, subscriptions, discussion, feedback, etc. Search and classification capabilities that can span all document repositories within your organization KM functionality is integrated with a number of applications within SAP SAP AG 2006, 45

46 Your Turn! Q&A Debbie Adams SAP AG 2006, 46

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