Daniela Milanova - BGOUGwebsite.bgoug.online/upload/events_files/141_OracleContent... · SOP Process Setting Up Policy ... Siebel coming • SAP and other applications ... • Control

Daniela MilanovaSenior Sales Consultant

Oracle Content Management

BGOUG Spring Seminar, 20-22.04.2007

Oracle Content Management Evolution

• Oracle Portal (9i and later)• Oracle Collaboration Suite (Content Service)• Oracle Content DB / Records DB (10gR2)• ECM Solution (Stellent Acquisition)

The Portal Solution

Built-In Content Management

• Create, maintain, publish, and search common business content without having to leave the portal for an external application

Content Integration• Use the Portal to make any content

more accessible• Internal and external Web sites• Business content from enterprise

applications• Content authored and managed in

legacy and best-of-breed content management systems

OracleAS Portal

• Complete set of content management features built-in

• Single application reduces cost of integration and management

• Build more attractive and interactive portals

• Enable Web site consolidation• Leverage Portal framework to

improve relevance and accessibility of content

Manage In Portal, Publish in Portal

Advanced Categorization & Search Features

• Extensible Metadata• Attributes• Categories• Perspectives

• Integration with Oracle TEXT

• Enables advanced search and query-based publishing

Desktop Integration

• Use desktop tools to author content

• Use desktop tools to save content within portal

• Compatible with any WebDAV client:

• Windows Explorer, MS Office, Dreamweaver, Photoshop, many others



Oracle Content Services 10gWhy it’s needed…and why it’s better

ENTERPRISE READINESSScalable, Manageable, Affordable, Usable

CA

PA

BIL

ITIE

SS

ecur

ity, O

rgan

izat

ion,

Sea

rch,

Li

fecy

cle

Mgm

t., P

roce

ss M

gmt

“Basic”File Servers

��

Traditional “ECM”Products

��

“Smarter”File Servers

��

Oracle Content Services 10g

��

• Control & Productivity• Compliance• Content Risk

Managed Storage Solutions (SAN, NAS, etc.)

��

EnterpriseContent Integration

This presentation is for informational purposes only and may not be incorporated into a contract or agreement.

Oracle Content Services 10g: Key Capabilities

• File Management and SharingRole-based, fine-grained access control

• Document Lifecycle ManagementApply policy to content automatically

• Records and Storage ManagementRecord declaration, classification, retention, disposition

• Workflow and Business Process AutomationBPEL, Web services integration with enterprise applications

Manage all your content in the Database



New documents added at the rate of over

30,000 per day

New documents added at the rate of over

30,000 per day

SOP ProcessSetting Up Policy

Author accesses specification template

Author begins sketching specification in MS/Word using “Ideas”

As specification jells, author drags it to “Drafts” and creates several versions

Author copies final draft to Review and Approval where Category is added and

Approval Workflow is automatically launched

Reviewers collaborate on producing final version and, upon completion, move the document to “Publish and Make Record”

Upon arrival in “Publish and Make Record”, specification automatically

becomes a record and is made available to all users of the Site. Group “PLM

Project 180 Users are notified of arrival and attach SOP to PLM application

Oracle Content Services 10gWhat Makes it Better

• Security• Fine-grained, role-based access control• Available on Linux and other secure platforms

• Compliance• Retention/disposition management• Legal hold• Content auditing/reporting

• Content Lifecycle Management• Policy-based versioning• Event-driven workflows• Automatic attribution

• True Enterprise Readiness• Embeddable services• Dramatically more scalable

vs. File System-based Products (i.e. file servers, SharePoint)

Oracle Content Services 10g delivers the security, compliance/risk management, and content lifecycle benefits of high-end content management products in a solution that is uniquely capable of true enterprise deployment in terms of scalability, manageability, cost, and usability

• Significant Cost Advantage• Much lower license pricing• More reasonable hardware footprint• Faster deployment, lower deployment cost• Much lower ongoing system administration cost• Out-of-the-box integration

• Superior Usability• Familiar UIs and work processes• No “feature glut”• Layered, policy-based functionality• Delegated administration• Suitable for deployment across all skill levels and

business functions

• Embeddable Services

vs. Traditional High-End Content Management Products


Launch workflowsAccess content services from workflows

Workflow/BPA

Create custom metadataAttach metadata to content

Extended Metadata Management

Declare recordsManage record categories

Records Management

Scan documents, folders, sites for virusesVirus Control

Create powerful search expressionsRetrieve matching content

Search

Add/remove users from groupsChange user access and permissions on folders and content

User, Group, and Access Management

Create folders, document and linksCopy, move, delete, version content

File and Document Management

Typical FunctionsClass

A Total of Over 200Web Services CallsA Total of Over 200Web Services Calls

Oracle Content Services 10g:Comprehensive Web Services




Organizational Information

Structured20%

Unstructured80%

Organizational InformationA serious problem

Structured20%

Unstructured80%

90% Unmanaged

Organizational InformationAnd a growing problem…

Growing at

36%annually

Structured20%

Unstructured80%

90% Unmanaged

Oracle Content DB What Is It?

1. Gets content under control with minimal change management and user adoption risk

2. Enhances collaborative business processes and applications

3. Supports business policy and lifecycle management implementation

Oracle Content DB delivers content management for the rest of us—cost-effectively bringing the benefits of content management to all users across the enterprise

The ProblemAnd Not Dealing With It

Databases and Business Apps

Brand “A”

Brand “B”

Brand “C”

“ECM” Apps The Rest of Us

Oracle Content DB and Records DB

• First end-to-end solution for capturing, classifying, retaining and retiring content based on policies

• Powered by Oracle Database• Familiar, easy-to-use Windows and Web user interfaces• Integrated BPEL process management for SOA• Platform for application development and integration

• Integrates with Oracle E-Business Suite today• PeopleSoft, Siebel coming• SAP and other applications

• Growing partner solution ecosystem

Managed Lifecycles

Oracle Content DB

Oracle Records DB

Create & Capture

Perfect & Organize

Deliver

Destroy Retain

Oracle Content DBFunctionality

Content Management FeaturesContent Management Features

Folder and document-level securityGroup and role-based access controlMulti-site management

Web servicesJava

Check-in/outAutomatic policy-based versioningAutomatic/required CategoriesSymbolic linksContent and metadata search

Event-driven BPEL workflowsWorkflow Web services orchestration

Policy-based records & storage mgmt.Comprehensive Auditing/ReportingVirus checking and scanning

Enhanced Web UI with edit-in-placeComprehensive Windows desktop integration with offline managementMac desktop integration

Library Services

APIs

User Access and Management BPM

Compliance and Content Security

Usability Features

Custom Event-Handlers

Extensibility

Oracle Content DB Architecture

Oracle Database 10g

Oracle Application Server 10g

Web ServicesProtocol Services

HTTP(S), WebDAV. FTP/FTPS

Java APIs

Oracle Content Management SDK Oracle Identity Management

Oracle Text

Oracle Workflow

ContentMetadataRelationshipsContent IndicesProcess Status

Oracle BPEL Process Manager

Content Management Biz Logic

Ora

cle

Con

tent

DB

Records Management Biz Logic

ISV ApplicationsOracle Drive BusinessApplicationsPortalServices-Built

ApplicationsRich Web Client

PortletsBasic Content Services

BPEL Workflows and Processes

Oracle EnterpriseManager

Content-Enabled Applications

Oracle Content DBExtending the Functionality

• Web Services• Content enable business processes and

applications• Build customer or industry specific solutions

• Auditing• Event driven application logic

• BPEL• Control behavior with custom workflows

Content DB Interfaces

Kofax Ascent Capture

Integration with SAP

Orchestrate ServicesOracle BPEL Process Manager

Oracle BPEL Oracle BPEL ProcessProcessManagerManager

Place OrderPlace OrderCheck InventoryCheck Inventory

Deliver Deliver ProductProduct

SubstituteSubstituteProductProduct

�� alertout of stock

Alternate Specifications

(Content)


Oracle EOracle E--BusinessBusinessJD Edwards JD Edwards EnterpriseOneEnterpriseOneJD Edwards WorldJD Edwards WorldPeopleSoft EnterprisePeopleSoft Enterprise

Transparent Records Management

Integrated Storage Management


Summary

Content management is rapidly evolving from a departmental to a true enterprise requirement

Oracle Content DB 10g delivers content management for the rest of us—cost-effectively bringing the benefits of content management to all users across the enterprise

1. Gets content under control2. Maximizes user adoption while minimizing risk3. Enhances collaborative business processes and applications4. Supports policy and lifecycle management implementation




Understanding ECM Technology

Retain

Discover

Notify

Freeze / Hold

Audit / Report

Dispose

Paper

Graphics

Images

Video

Reports

Code (JSP, XML, ASP)

Email

Documents

CAD Drawings

Web site

Portal

Wireless

Email

Print

RSS Feed

Application

Desktop

Search

Edit

Review

Approve

Security

Business Process Automation

Capture Store / Manage

Distribute / Share

Preserve / Dispose

Create Collaborate & Route

Convert & Deliver

Archive & Destroy

ECM components

• Document Management (DM)• Records Management (RM)• Web Content Management (WCM)• Document Imaging/Capture (DI)• Workflow/BPM• Information Rights Management (IRM/DRM)• Digital Asset Management (DAM)• Plus other desired components like

• Collaboration• E-Forms• COLD/ERM• etc.

Enterprise Content ManagementIt’s about building and enabling solutions

Enterprise Content Management SolutionsMulti-national Web Presence E-DiscoveryMarketing Asset and Brand Mgmt

High Volume ArchivingCall Center and Self-Service Claim and Application ProcessingMaterial Safety Data Sheet Mgmt

File Server ConsolidationE-Government Procure-to-PayPartner & Dealer Extranets Secure Board and M&A

CommunicationsCustomer Support Extranets Intellectual Property ProtectionPolicies and Procedures Medical Image ProcessingContract and Case Management

Call Center & Training DocumentationIntranet Consolidation Invoice & Check Processing

Records Management

What makes the Stellent Solution different?

��

��

��

��

Oracle’s Content Management Strategy

Natural Extension

• Deliver Integrated Enterprise Content Management

• Web content management• Document management• Digital asset management• Imaging• Records management

• Leverage and Enable Oracle’s Product Families• Database• Fusion Middleware• Applications

Content Management ProductsPurpose-built

• Core document management services on Oracle Database

• Infrastructure for building document management applications

• Upgrade to UCM

Core Document

Management

Content DB Suite

Content DB Content Server

• Enterprise Content Management Suite

• Supports Web Content Mgmt., Document Mgmt., Digital Asset Mgmt, Records Mgmt.

• User-oriented content

Enterprise Content

Management

Content Server

Universal Content Management (UCM)

• Process-oriented imaging applications

• ERP integrations with JD Edwards, PeopleSoft, EBS

• Output management and archiving

ERP Imaging and Process Automation

Imaging Server

Imaging and Process Management (I/PM)

Content Management Products Example Solutions

• File server consolidation

• Policies and procedures

• Document sharing and collaboration

• Consolidated content repository for enterprise applications

• Accounts payable & receivable automation

• Travel and expense automation

• HR and application processing

• Multilingual web sites• Partner extranets• Intranet consolidation• Customer support• Policies and procedures • Brand management• Sales portals• E-government

Core Document

Management

ERP Imaging and Process Automation

Enterprise Content

Management

Content DB Suite

Content Server Imaging ServerContent DB Content Server

UCM I/PM

Content DB Suite


UCM I/PM

Unified Records and Retention Management

Universal Records Management (URM)

• URM application provides consistent records and retention across multiple systems with central policies

• Adapters available for ECM solutions and other repositories• Strategic Records Management platform for Oracle solutions• URM and CDB adapter replaces Records DB effective April 15

Universal Records Management

A = URM Adapter

A A A

Unified Content Security & Control

Information Rights Management (IRM)

• Control and secure content outside the repository• Set policies on who can access documents and when• Provide audit and revocation of access rights

Information Rights Management

Content DB Suite


UCM I/PM

Universal Records Management

A A A