SharePoint and Oracle WebCenter: The Benefits of an Integrated Content Management System

What is Your Main Interest in Attending this Webinar?

Poll Question

SharePoint and Oracle WebCenter: The Benefits of an Integrated Content Management System

Jason LamonMarketing

Fishbowl Solutions

Greg BollomProduct Development

Fishbowl Solutions

John KlinkeProduct Management

Oracle

November 21st, 2013

Agenda

+About Fishbowl and Oracle WebCenter+Achieving Integrated ECM+Value of Oracle WebCenter Content+SharePoint Connector Overview -

Fishbowl and Oracle+Use Cases +Fishbowl Connector Demo+Q & A

About Fishbowl Solutions

Experience+ Over 700 projects since founding in 1999+ Oracle “Gold” Partner+ Oracle “Public Sector Pillar Partner”

Expertise+ Portals and Content Management+ Enterprise Information Management+ Business Process Automation

Customer Successes+ Across verticals

Award Winning+ Forrester Groundswell Award - Mobile App+ Oracle Excellence Award+ Enterprise 2.0 Blazer

Leading WebCenter Innovations

WebCenter Mobile WebCenter Portals & Intranets

Google Search Integration 11g Upgrades

Oracle WebCenterConnecting People, Processes and Information

Oracle WebCenter ContentEnterprise Content Management

Better manage enterprise content to improve efficiencies, reduce costs, and minimize risks+ Scalable repository for all types of

unstructured content + End-to-end content lifecycle management+ Content-enable business processes + Pre-built application integrations

Oracle WebCenter ContentEnterprise Content Management

Traditional Content Management

• E-Business Suite• Siebel• PeopleSoft• JD Edwards

• Primavera• Documaker• Fusion Apps

• Self-Service Portals• Intranets, Extranets• Executive Dashboards• Case Management• Business Process Automation

Enterprise Applications Custom Applications

• Document Management• Imaging and Capture• Digital Asset Management• Records Management• Web Content Publishing

WebCenter Content

Content Repository

ApplicationAdapters

FMW InfrastructureEmbeddable Content

Management

Benefits of Integrated ECMSharePoint and Oracle WebCenter Content

SharePoint:Three Versions – Similar Problems

SharePoint Challenges:+Governance+Supporting previous versions+Volume of content+Upgrades

In Oracle Shops:+Application and other business

system integrations+ .Net instead of Java

Why Integrate SharePoint and WebCenter?

Source: AIIM – Industry Watch: SharePoint 2013 Clouding the Issues

Disconnected Content

Collaboration

Social NetworkingProject

Management

Content ManagementApplicationIntegration Records Mngmt

Impact

• Compliance risks• Decreased knowledge sharing - silos

• Difficult to content-enable applications

Connected Content

Collaboration

Social NetworkingProject

Management

Content ManagementApplicationIntegration

Impact

• Enhanced control and governance• Improved records management and retention

• Serve content to Oracle applications and systems

Records Mngmt

Content-Enabled Enterprise

SharePointCollaboration & Contribution

Oracle WebCenter Content

Document Management

Digital Asset Management

Capture & Imaging WCMRecords

Management

Multi-Channel Access & Delivery

• SharePoint Content

• Business Content

• Transactional Content

SharePoint Enterprise Portals

Internets & Intranets

ERP & CRM Mobile Access

• Project Plans• Marketing Collateral• Contracts • Records

• Invoices• Purchase Orders• Expense Reports

• Pictures• Videos• Web Content

Why Use WebCenter for Storage?

+ Governance and Compliance– Use cases not in line with organizational policies

and regulations– Orphaned sites/content

+ Cost Control– Site sprawl = SQL Server storage costs– Web Front Ends required to run

+ Maximizing Content Efficiency– Single authoritative source for

• Application integration• Business process workflows• Multi-site, multi-platform access

Achieving Integrated ECM

So, if you and your organization desire to:– Connect and manage content between systems– Streamline content sharing, access, and

distribution– Content-enable applications and other Oracle-

based systems

Then Fishbowl and Oracle can help through:– Connector integrations for multiple use cases– Proven strategies for content consolidation– Value-add implementation services

Which Connector Do I Choose?

Feature/Capability Fishbowl Solutions Oracle

SharePoint 2010 Support X X

SharePoint 2013 Support X (future)

WebCenter Content 10g to 11.1.1.7 Support

X

Flexible Mapping and Configuration

X X

User-Directed Storage X

Completely Transparent to SharePoint End Users

X X

No Duplication of Content X

Which Statement Most Closely Describes your Organization’s Interest in Integrating Content between SharePoint and Oracle WebCenter?

Poll Question

2012 Poll - Why Integrate?

39%

26%

18%16%

Fishbowl’s SharePoint Connector for WebCenter Content

Integration Options

Overview – Fishbowl’s Connector

+3+ years of R & D+Transparent or user-driven content storage+Flexible WebCenter Content storage options

for Microsoft SharePoint

Customer SuccessEnhanced Content Compliance and Retention for Energy Company

+ Major European Operator in the Energy Sector– Generate, distribute and trade electricity

+ Business Problems– SharePoint sprawl– No single source of truth– Compliance risks– Orphaned content

+ Prior Approach for Addressing Problem– Save copies in each repository

+ Expected Business and IT Benefits– Align with corporate governance strategy– Satisfies requirements for separate use cases– Eliminate SharePoint content stores– Ensure long-term retention of high-value business content

Version 2.0 to 3.0 Changes

Development Goal:+ Focus on flexibility, on-demand publishing,

and configurationMicrosoft’s Tech Direction:+ Remote Blob Storage (RBS)Development Tradeoff:+Duplicate file storage with ultimate

flexibility+ Event receivers used to maintain

synchronization vs. storage layerValue Add:+ Simple installation – no database configs

Flexible

Configurable

Reliable

Simple

Version 3.0 – Key Features

Data & Content Integrity• Metadata mapping• Synchronized version control• Managed content – Content edits occur in

SharePoint• Delete in SharePoint and retain in

WebCenterHighly Configurable

• Store based on library, folder location, file size or extension, user preferences, and more

Supported Environments:• Oracle WebCenter Content 10 and 11g• SharePoint 2010 and 2013

Fishbowl Use Case #1: Content Publishing

Business Scenario:+Marketing team uses SharePoint to create

collateral for product launch, web updates, demand gen activity, etc.

+Only final versions of content are published and stored in WebCenter Content for viewing and distribution

Feature for Use Case+ Store content only if published as

“Major Version”

Key Benefits+ Reduce content confusion+ Ensure content integrity and accuracy for

proper repurposing/distribution+ Leverage flexible SharePoint security

Fishbowl Use Case #2: Project Lifecycle Governance

Business Scenario:+ Legal teams uses SharePoint to collaborate on

company acquisition project+ At the end of the project, site needs to be

decommissioned (deleted) per company policy

Feature for Use Case+User invoked “Store in WebCenter” check box

Key Benefits+ Site arbiter determines content to be retained+ Replaces saving to desktop or file shares+ Ensure proper discovery

Compose

Manage

Distribute

Archive

Fishbowl Use Case #3:Business Specific Storage Requirements

+ Business Scenario– Top-level configuration that

can be overwritten – Driven by storage

requirements from each business unit/department

+ Feature for Use Case– Option to override parent

configurations

+ Key Benefits– Ensures only “high value”

assets stored and managed – Helps business units easily

adhere to corporate retention policies

Site

s &

Sub

-site

s

Fold

ers

with

in

Doc

umen

t Li

brar

y

Site Collection & Default Site

Central Admin

Operations Marketing HR

Benefits

Insurance Retirement Planning

Health Insurance

Life Insurance

Policy InfoHSA

Oracle’s SharePoint Connector for WebCenter Content

Integration Options

Oracle’s SharePoint ConnectorOverview

+ Released in 11.1.1.8

+ Completely transparent to SharePoint end users

+ Documents available from either system without duplication

+ SharePoint content is stored in WebCenter instead of SQL Server– Enterprise-Class Repository– Single Source of Truth– Access to files from outside SharePoint

WebCenterContent

Web Experience

Portal EnterpriseApps

Oracle’s SharePoint ConnectorKey Features

+ Flexible Storage Options– Store based on SharePoint hierarchy (farm, collection, site,

library), file size, file type

+ Data & Content Integrity– Metadata Mapping– Security Mapping– Access/Edit content from SharePoint– Manage content lifecycle in WebCenter

+ Supported Environments– WebCenter Content 11.1.1.8+– SharePoint 2010 or SharePoint 2013 (soon)

Oracle Use Case #1: Improve Performance

Business Scenario+ SQL Server having performance and/or scalability

problems

Solution+ Store all SharePoint content in WebCenter

Content

Key Benefits+ Eliminate performance problems for SharePoint

end-users+ Easily scale to multiple Terabytes of data+Manage all WebCenter and SharePoint content in

single, centralized location

Oracle Use Case #2: Improve Governance

Business Scenario+Need to improve Governance and Compliance

of SharePoint content

Solution+ Store all SharePoint content in WebCenter

Content

Key Benefits+Manage all WebCenter and SharePoint content

in single, centralized location+ Ensure proper records management and

retention

Oracle Use Case #3: Re-Use Content

Business Scenario+ Content trapped in SharePoint silos

Solution+ Store designated SharePoint content in

WebCenter Content

Key Benefits+ Access SharePoint content from outside

SharePoint– WebCenter Portal– WebCenter Sites– E-Business Suite– PeopleSoft– Siebel– JD Edwards

Use Case Summary

• Publish versions – distribute content • Site decommission – user selected • 1 Site, multiple configurations• SharePoint 2013

• Single source of truth• SQL Server replacement• Integrate SharePoint content with

business processes and applications

What Version of Oracle WebCenter Content and Microsoft SharePoint is Your Organization Using?

Poll Question

Demonstration – Fishbowl Solutions

Summary: Value of Integrated ECM

+Reduce Costs and Administration– Target administrative overhead– Attack content sprawl– Improve security and compliance

+Drive More Value from Content– Multi-channel access and delivery– Increase knowledge sharing

+ Integrations for Specific Use Cases– Transparent– User-driven

Next Steps

sales@fishbowlsolutions.com952-465-3400

Define Use Case(s)

Demo for Use Case

Publishing, Retention

management, etc.

Match feature/function to organization’s

use case

Discuss

OutcomesExpectationsNext Steps

More Info about WebCenter

Twitter Facebook Blog LinkedIn

oracle.com/goto/webcenter

twitter.com/webcenter

facebook.com/webcenter

blogs.oracle.com/webcenter

linkd.in/ORCL_Social

John.Klinke@oracle.com

Questions

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linkedIn: join our groups webcenter content & webcenter portal

web: fishbowlsolutions.com email: info@fishbowlsolutions.com

phone: +1.952.465.3400 blog: cfour.fishbowlsolutions.com

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