Planning For Your Success Top Reasons to Upgrade to IBM FileNet P8

Transcription

1 Planning For Your Success Top Reasons to Upgrade to IBM FileNet P8 Ulrich Leuthner, ECM GoToMarket and Strategy ASEAN ECM Summit, August 26,

2 IBM Corporation All Rights Reserved. The workshops, sessions and materials have been prepared by IBM or the session speakers and reflect their own views. They are provided for informational purposes only, and are neither intended to, nor shall have the effect of being, legal or other guidance or advice to any participant. While efforts were made to verify the completeness and accuracy of the information contained in this presentation, it is provided AS IS without warranty of any kind, express or implied. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, this presentation or any other materials. Nothing contained in this presentation is intended to, nor shall have the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use of IBM software. References in this presentation to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. Product release dates and/or capabilities referenced in this presentation may change at any time at IBM s sole discretion based on market opportunities or other factors, and are not intended to be a commitment to future product or feature availability in any way. Nothing contained in these materials is intended to, nor shall have the effect of, stating or implying that any activities undertaken by you will result in any specific sales, revenue growth or other results. IBM, the IBM logo, Lotus, Lotus Notes, Notes, Domino, Domino.Doc, Sametime, WebSphere, FileNet, Workplace, WebSphere, Lotusphere, QuickPlace, and Quickr are trademarks of International Business Machines Corporation in the United States, other countries, or both. Java and all Java-based trademarks are trademarks of Sun Microsystems, Inc. in the United States, other countries, or both. Microsoft and Windows are trademarks of Microsoft Corporation in the United States, other countries, or both. Other company, product, or service names may be trademarks or service marks of others. 2

3 Agenda What is new with P8? Business Process Manager Content Manager Workplace XT Capture ADR Basic Content Services Intelligent Archiving IBM Classification Module Customer Imperatives 3

4 IBM FileNet Business Process Manager 4

5 What s new in FileNet BPM 4.0.2? Modeling with Visio Interoperability with WebSphere tools WebSphere Business Modeler Integration WebSphere Services Registry and Repository (WSRR) Integration 5

6 BPMN based Process Modeling in MS Visio Enable and empower business and non-technical users to model business processes that are direct input to process applications Provide a common process language for both business & IT BPMN XPDL Mapping 6

7 WebSphere Business Modeler with FileNet BPM XPDL WebSphere Business Modeler can export its process model to FileNet XPDL FileNet Process Designer imports the process file 7

8 Common Service Registry and Repository with WSRR for both FileNet BPM and Web Sphere BPM Browse WSRR for WPS or P8 BPM processes, as well as other services Web Sphere Business Modeler Web Sphere Integration Developer P8 Process Designer Processes created in WID or P8 Process Designer can be exposed as services and published to WSRR for use with the other process engine IBM Corporation WSRR P8 BPM Config Console 8

9 IBM FileNet Content Manager 9

10 FileNet Content Manager Improved Security Inheritance Model Support for ADAM directory service provider Microsoft Windows Active Directory Application Mode Platform Support WebSphere 6.1 JBoss 4.1 DB2 9.x Multiple Content Engines on a Single Application Server 10

11 What s Possible With Content Manager Performance Ingestion > 4M docs/hour Retrievals > 6.3M docs/hour 8 hour day = 32M docs ingested + 50M docs retrieved 11

12 Improved Security Inheritance Model OLD Inheritance Method: Static ACLs physically copied to each object NEW Inheritance Method: Dynamic ACL assembled when the object is accessed The security inheritance model no longer relies on physically copying security ACL entries from one object to another. 12

13 Security Inheritance Basic Use Cases Filing a document in a folder Document can inherit additional ACL entries from the folder Creating a sub folder Sub folder can inherit additional ACL entries from the parent folder. Create annotation Annotation can inherit additional ACL entries from the document. 13

14 Security Inheritance Advanced Inherit Security using Security Proxy Property Example Allow auditors to view documents associated with the company, ACME Companies folder Invoices class Owner: Records Modify Content: Accounting ACME Read: Auditing Invoice# Security Proxy: ACME Invoice# Security Proxy ACME Owner: Records Modify Content: Accounting Read: Auditing Focus Insurance XYZ Co Invoice# Security Proxy: XYZ Co. Owner: Records Modify Content: Accounting 14

15 Workplace XT 15

16 IBM FileNet Workplace XT Drag and Drop Inter-application Add a document from Windows Intra-application Move a document to a different folder Search Templates File Tracker Keeping track of checkouts Records Manager support 16

17 Drag and Drop Inter-Application Enabled via Site Preference General Settings Application 17

18 Drag and Drop Inter-Application 18

19 Drag and Drop Intra-Application 19

20 Search Template Integration 20

21 File Tracker Integration Added Open File default under Site Admin Allows setting of default Open behavior Added Access Role for File Tracking Allows role based access to File Tracking 21

22 File Tracker Integration 22

23 Records Manager Integration 23

24 Workplace XT Update Coming Soon Saving of Multiple Advanced Searches Export Content Properties New Add Wizard and Properties Page 24

25 Saving of Multiple Advanced Searches Define Advanced Access it Searches from the My Searches section Save as a named search Delete or Rename as needed 25

26 Export Content Properties Export Properties Export Properties available on folders, searches, store Specify number of content searches and search item Specify properties additional to export templates properties to export Export to CSV 26

27 New Add Wizard and Properties Page New simple Add Wizard for adding content (Site Preference available to use old style) New New style controls is also available for for all property Properties types page 27

28 IBM FileNet Capture ADR

29 Key Capabilities in Capture ADR 5.2 New document separation capabilities: identify boundaries between multiple semi/unstructured documents in a single batch, replacing the traditional process of inserting separator pages. Sophisticated classification technologies include: image, text, advanced text, rules-based and template-based. New Document Review Module Quickly and easily review documents prior to ensure correct classification and separation 29

30 Design Components Integrated Model Development Classification and Separation Document Set Management Powerful import utility Document collection Create module building & test sets from document collection Document Set Visualization Number of document types Distribution of Documents Quality of input documents Assisted Document Cleanup Automatic finding of misclassified pages No need for SME to check every documents Automated model building Classification Separation 30

31 Basic Content Services IBM Quickr Microsoft SharePoint 31

32 BCS and ECM Why Integrate? SharePoint Enhanced team productivity through collaboration Consistent user experience Reduced training costs Easier access and discovery FileNet P8 Discipline and controls (e.g. retention and compliance) Business process management Central management (e.g. archival and backup) Scalability 32

33 IBM FileNet Connector for SharePoint Web Parts V2.1 What is it?: Collection of Web Parts which allow end users to interact with documents in FileNet Content Manager directly from the SharePoint browser UI Why?: Merges basic document management capabilities with the Microsoft collaborative user experience Real-time access of P8 content from SharePoint Capabilities: View/Browse/Search Check in/out Upload document Edit Edit properties Delete Personal Inbox (workflow tasks) SharePoint 33

34 IBM FileNet Connector for SharePoint Web Parts V2.1 Accessing IBM FileNet P8 documents leveraging the full SharePoint user experience, e.g. document drop down menus 34

35 IBM FileNet Connector for SharePoint Document Libraries V2.1 What is it?: Why?: SharePoint is the initial authoring environment for content, however content will ultimately be swept into and accessed from the IBM FileNet P8 repository. Provides basic content services and collaboration, but customers need a secure and centrally managed repository which will ensure corporate accountability Businesses need to store their high value content in a central repository, however provide a seamless and automated way for content to transition into an ECM repository Capabilities: SharePoint-created content is moved into and managed by the ECM repository; and deleted from SharePoint Retention of created-by, modified-by metadata Sweeping" of pre-existing SharePoint site content Automatic SharePoint child site discovery Central Configuration Utility with common repository SharePoint 35 Use Scenario #1

36 Connector Operation SharePoint Portal Server Search WSS Documents Internet / Intranet FileNet P8 Exchange Windows SharePoint Services Behavior Rules and Profiles Team Site Team Site Browse P8 docs Work on P8 tasks Monitors MOSS07 Libraries Applies Rules and Profiles Other P8 Web Parts FileNet P8 ECM DocClass FilePlan Document Library FileNet Event Handler Transformation Engine BPM Content Manager, BPM & Records Manager 36

37 FileNet Connectors for SharePoint v2.2 Planned Content Connector for SharePoint Web Parts v2.2 highlights P8 BPM Public Queues Launch P8 BPM Workflow Stored searches Column sorting Column filtering Connector for SharePoint Document Libraries v2.2 highlights Remote deployment Move and retain link ( stubbing ) Records management integration Migrate server configuration (e.g. from test to production) Move or copy entire SharePoint version tree 37

38 Teamspaces can include various components for facilitating team collaboration, such as Tasks, Events, Discussion Forums, Blogs, Feeds, Wikis and of course, Document Libraries to enable users to work with team documents 38

39 IBM BCS & ECM Integration Plans 2008 & Beyond Addressing specific use cases to start (2008) Move content from Lotus Quickr to ECM to leverage RM, BPM, archiving Manually or via scheduled sweep Enable Lotus Quickr connectors to talk directly to ECM back-end Single access point and experience for all content Lotus Quickr and ECM View feeds of ECM content within Lotus Quickr UI Incorporate ECM content into Lotus Quickr applications Future use cases addressed in subsequent releases Search ECM content from within Lotus Quickr Archiving to ECM with dual access (from both ECM and Lotus Quickr UI) 39

40 Archiving Strategy 40

41 Enterprise Compliance Vision Integrated Platform Addressing All Compliance Issues IBM ECM (P8 or CM8) Records Management Integrated Content Archiving Desktop Instant SharePoint SharePoint Messages File Systems File Systems IBM Classification Module Legal Discovery and Analytics 41

42 Symphony Intelligent Archive Vision Leveraging FileNet and IBM Taking Archiving To The Next Level Source Connectors Engine Target Connectors MESSAGING / Microsoft Exchange Lotus Domino Novell GroupWise Instant Messaging Other PST and NSF content IM and other messaging via 3 rd party Task Connectors Other File Systems FILE SYSTEMS Microsoft File System Desktops OTHER Microsoft SharePoint Panagon Image Services Panagon Content Services IICE Connector Support Backup Tapes and Other CUSTOM API Support INTERNAL TASKS Copy / Move / Delete / Stub Records Declaration De-Duplication Classification Rules EXTERNAL TASKS ICM Direct Integration Rendering / Encryption System Lookups 3rd Party Rules / Policy Mgt Other Tasks Planned CUSTOM TASKS API Support Partner Apps IBM NATIVE P8 CMv8 Panagon Image Services Panagon Content Services CUSTOM / OTHER API Support IICE Connector Support Available Now / This Year Future 42

43 FileNet Manager & Records Crawler &.1 New architecture based on Symphony engine Task connectors for greater flexibility Customer accessible API More complex message handling options Exchange 2007 Exchange Custom Properties New user experience for manual archiving De-duplication FileNet P8 4.0 support IBM DB2 database support =================================================== Records Crawler Only: IBM Content Manager Ver. 8 support 43

44 IBM Classification Module 44

45 Where do I start? Organizing the explosion of unstructured content becomes critical: We ve got terabytes of content in multiple unmanaged locations all over the enterprise. We ve been managing our content without classifying it for a few years now. The lawyers have to review over 1M electronic documents for their case. 45

46 Your Key First Step: Automating Daily Content-based Decisions with IBM Classification Module IBM Classification Module Auto Classify Extract Metadata Adaptive Learning Taxonomy Proposer What is it? Automatically classifies documents and s Benefits Save users time. Automate mundane, content-sensitive decisions, regardless of ECM application. Improve Productivity and Reduce Risk. Execute consistent methods of organization and automate content-based decisions in BPM Handle Digital Landfills. Apply intelligent archive practices to unmanaged silos. Rapid ROI on Your ECM Investment. Accelerate adoption of ECM in your enterprise Capabilities Combines text classification via statistical analysis with rule-based approaches Adaptive learning provides high accuracy, specific to your enterprise Integrated to IBM ECM architecture in applications such as Records Crawler for CM8 or P8 based customers 46

47 Leveraging the Full Context Exclusively rule based approaches, whether using metadata or the body of the content, are too coarse and don t take the full context of the text into account 47

48 Example ECM Content Flow: 1) Pre-ingestion Filtering 2) Post-ingestion Categorization Document Class: Marketing Document Class: Legal Records Management File Shares IBM Classification Module Document Class: Finance... Business Process Basic Content Services Document Class: Research & Development Review & Audit Knowledge Management 48

49 Example ECM Content Flow: Reclassification Folder: Finance/Accounting Folder: Finance/SEC Filings Folder: Finance IBM Classification Module Folder: Finance/Staff Meetings... Review & Audit Folder: Finance/Quarterly Earning Reports 49

50 Customer Imperatives 50

51 ECM Strategy Principles & Assumptions Content Any content implying a flexible content model Anywhere across different types of repositories Everyone Address content services for different users Management Proactively provision services to manage content where and when it is created and manipulated by business tools Reactive capability to selectively bring content anywhere under control after it has been created An enterprise content management service for content-enabled applications Enterprise For all users in the Enterprise Maximize Repurposing of Enterprise IT Infrastructure Enterprise Scalability, Availability, Accessibility, Maintainability, 51

52 Customer Imperatives Create Centers of Excellence for BCS, ECM and BPM Establish ECM Shared Services deployment models Develop expertise in Content Enabled Vertical Applications development and delivery Develop expertise in Records Management, Compliance related auditable business processes Set standards for storage management policies and archiving take back control of your digital landfills Create an ECM business case and ROI calculation capability Combination of skills: business analysts, SME for business and technology, project & change management experts 52

53 Create Centers of Excellence for BCS, ECM and BPM Best Practices Manual or Forum Lessons Learned Catalog or Forum Strategy Guiding Principles Content Management Maturity Model ECM Marketechture Model ECM Shared Service Delivery Framework ECM Technology Reference Architecture Model Information on Demand Reference Architecture Model 53

54 IBM is in a leadership position with tools to help customers deal with content, process and compliance business problems Leader in BPM, Compliance, Imaging, Report Management, Federated Records Management and Collaboration Leader in Content Integration/Federation Leader in Scalability Best ECM Vision and Strategy Broadest ECM Product Line Broadest Partner Solution Portfolio Largest Customer Base Most Customer Choice & Flexibility Deepest Commitment to Customer Success 54

55 IBM Information On Demand 2008 Business and IT Executives, Managers, IT Professionals, ECM professional and Developers Expect more in 2008! 120 business leadership sessions by industry 200 Customer speakers 600 technical education sessions Free certification tests for IBM SWG products 3800 seats in Hands On Labs 50+ sessions just for developers Scheduled one on one meetings with 100+ technical & business experts Usability Labs: give input to future products Huge Expo: 200 Business Partners, 120 IBM demos Plus so much more 2007 Highlights: October 26-31, 2008 Mandalay Bay Las Vegas, Nevada

56 thank you! 56