Open Source ECM ECM Meets Open Source The Next Generation of Enterprise Content Management? Cheryl McKinnon - CMO, Nuxeo @CherylMcKinnon [email protected] August 11, 2010 - Boston - LinuxCon 2010 Friday, August 6, 2010
Open Source ECM
ECM Meets Open SourceThe Next Generation of Enterprise Content Management?
Cheryl McKinnon - CMO, Nuxeo@CherylMcKinnon [email protected]
August 11, 2010 - Boston - LinuxCon 2010
Friday, August 6, 2010
Open Source ECM
IntroductionWhat is ECM / Enterprise Content Management?
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Friday, August 6, 2010
Open Source ECM
What is Enterprise Content Management?
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Popular Definition from
AIIM: The ECM Association
http://aiim.org“the strategies, methods and tools used to capture, manage,
store, preserve, and deliver content and documents related to organizational processes. ECM tools and strategies allow
the management of an organization's unstructured information, wherever that information exists”
Friday, August 6, 2010
Open Source ECM
What is Enterprise Content Management?
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• Emerged as technology category c. 2000
• An umbrella group for point solutions such as
• Document Management (DM)
• Records Management (RM) and/or Archiving
• Workflow / Routing
• Capture / Imaging / Scanning
• Collaboration
• Publishing
Friday, August 6, 2010
Open Source ECM
May 2010 - Milestone in Information Management
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Friday, August 6, 2010
Open Source ECM
Today - Convergence of Disruptive Factors in ECM
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• CMIS (Content Management Interoperability Services) Standard is ratified
• Release of Microsoft SharePoint 2010
• Signals from legacy ECM vendors that market is beginning to fragment and change
Friday, August 6, 2010
Open Source ECM
Today - Convergence of Disruptive Factors in ECM
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• Information management is no longer a frill in the knowledge economy
• It is a fundamental infrastructure element
• World of work is increasingly lean, mobile, social and interoperable
• ECM architectures of the ‘90s reaching end of life
• Governments and businesses know their requirements better than software vendors
Friday, August 6, 2010
Open Source ECM
Today - Second Generation of ECM Deployments
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• AIIM - May 2010 Market Intelligence Report
• 35% of Respondents are deploying new Enterprise Content Management systems over next 12-18 months
• 64% of Respondents would consider using Open Source ECM software products
• Software as a Service ECM alternatives expected to double over 12-18 months - up to 12% will use SaaS
Friday, August 6, 2010
Open Source ECM
Today - Second Generation of ECM Deployments
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• Gartner - April 2010
• Gartner has seen a sustained rise in open source content management offerings during the past 2 years
• 90% driven by perception of cost savings - also increased core maturity of available products, better flexibility and innovation
• “How to Determine if Open Source Makes Sense for your Content Management Strategy Publication Date: 15 April 2010/ID Number: G00175045
Friday, August 6, 2010
Open Source ECM
CMIS - Content Management Becomes Interoperable
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Friday, August 6, 2010
Open Source ECM
Open Standards / Open Source
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• Taking our Digital Footprint Seriously
• Long Term Preservation
• PDF/A
• Era of Information Overload becomes Dark Ages 2.0?
• Broad, accessible software source code
• User and developer community “future-proofs” against vendor merger and acquisitions or proprietary file types
• Public sector, large organizations, archives can assert control over their digital content requirements
Friday, August 6, 2010
Open Source ECM
CMIS - 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
Friday, August 6, 2010
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
Friday, August 6, 2010
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
Friday, August 6, 2010
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
Friday, August 6, 2010
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
• Digital Asset Management (DAM)
• Web Content Management (WCM)
• Subscription and Notification
Friday, August 6, 2010
Open Source ECM
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IBM/Filenet NuxeoEMC/
Documen-tum
Sharepoint Open Text/Livelink
...
CMIS Client : Portal, Scanning, Content Management or Business Apps
Document
FolderMetadata
Checkin, Checkout
Versions
CRUD operationsQuery : CMISQL
Renditions
Filing
Relations
REST (AtomPub) or SOAP
ACL
CMIS 1.0
Friday, August 6, 2010
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
• SAP contributes to OpenCMIS in 2010
• Active contributions ongoing by Nuxeo, Alfresco, Day, Open Text, SAP
Friday, August 6, 2010
Open Source ECM
Emergence of Chemistry
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Friday, August 6, 2010
Open Source ECM
Silos: More Harvesting Less Breaking
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Friday, August 6, 2010
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
Friday, August 6, 2010
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
Friday, August 6, 2010
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
Friday, August 6, 2010
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 stored in multiple repositories - entirely different ECM products
Friday, August 6, 2010
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
Friday, August 6, 2010
Open Source ECM
AIIM iECM Demo Server
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Friday, August 6, 2010
Open Source ECM
Problem is Not Vendor Lock-in It’s Content Lock-in
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Friday, August 6, 2010
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
Friday, August 6, 2010
Open Source ECM
CMIS: Real World Content Applications - Today
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Friday, August 6, 2010
Open Source ECM
Real World CMIS in Action
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• Content Management Goes Mobile
• Android CMIS Browser
• Browse CMIS repository
• View Documents
• Email Documents
• Search
• View Document Properties
http://code.google.com/p/android-cmis-browser/
Friday, August 6, 2010
Open Source ECM
Real World CMIS in Action
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• Content Engine behind Web Content Management / Portal Systems
• Enterprise Content Management or Digital Asset Management
Friday, August 6, 2010
Open Source ECM
Real World CMIS in Action
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• Business Process Management Engines
• Can access content stored in ECM repositories via CMIS
• Content moves through business process in context
Friday, August 6, 2010
Open Source ECM
ECM - Platforms vs. Suites vs. Condominiums
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Friday, August 6, 2010
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
Friday, August 6, 2010
Open Source ECM
ECM Evolving into a Platform for Content Applications
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• Recent 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
Friday, August 6, 2010
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
Friday, August 6, 2010
Open Source ECM
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Nuxeo ECM: A Platform for Content Applications
PlatformContent
Infrastructure
Nuxeo Enterprise PlatformComplete set of components covering all aspects of ECM
Nuxeo CoreLightweight, scalable, embeddable content repository
HorizontalPackages
DocumentManagement
Digital AssetManagement
CaseManagement
Framework
StructuredDocument
Server
ContentAggregator
Business Solutions
Correspondence Management
Contracts Management
Invoice ProcessingRecords
Management
Construction Media Government Life Sciences
Friday, August 6, 2010
Open Source ECM
Use Cases: Platform for Content Applications
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• Turn-key ECM Applications
• Document Management, Digital Asset Management, Records Management
• Content-Centric Business Applications
• Formerly Described by Gartner as Content-Enabled Vertical Applications (CEVA) - Now “Composite Content Applications” (CCA)
• Correspondence Control, Case Management, Contracts Management, Invoice Processing
Friday, August 6, 2010
Open Source ECM
Use Cases: Platform for Content Applications
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• Embedded as a Service
• “OEM” content repository
• Mobile, offline applications needing lean, secure document store
Friday, August 6, 2010
Open Source ECM
Architecture for 21st Century Content Management Needs
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• Elements of an ECM Platform - Nuxeo Example
• Extensible and flexible Java Architecture
• OSGi based component and deployment model
• Repository includes embeddable core document services
Friday, August 6, 2010
Open Source ECM
Architecture for 21st Century Content Management Needs
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• Elements of an ECM Platform - Nuxeo Example
• Extensible ECM Services documented for development of content applications
• Modular UI Building blocks for web, desktop, portal access
Friday, August 6, 2010
Open Source ECM
Architecture for 21st Century Content Management Needs
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• Elements of an ECM Platform - Nuxeo Example
• Content Model and Document Type definitions
• Metadata, Vocabulary, Lifecycle configuration
• Forms Design and Application Branding
Friday, August 6, 2010
Open Source ECM
More Information? Nuxeo - Open Source ECM
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• Founded 2000, with North American operations established in 2009
• All ECM products available under LGPL with no license costs
• Full maintenance and support with Nuxeo Connect subscription services
• Rapidly growing channel with Galaxy Partner Program
Friday, August 6, 2010
Open Source ECM
More Information? Nuxeo - Open Source ECM
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www.nuxeo.org
www.nuxeo.comWhite Paper
Friday, August 6, 2010
Open Source ECM
Wrap Up / Q&A
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Friday, August 6, 2010