Microsoft SharePoint and EMC Documentum Services for SharePoint 2007 Overview: Leverage native SharePoint and Office user experience as an alternative client to the Documentum repository

Microsoft SharePoint and EMC Documentum:

A perfect combination

Agenda

Case Study: Akzo Nobel

The EMC Approach to the Sharepoint integrationFunctionality available in the client

Functionality available on the server

Benefits for the administrator

Integration products overview

Summary

Agenda






Summary

Microsoft SharePoint Server 2007

SharePoint Environment

SharePoint Sites

SharePoint INFRASTRUCTURE

BasicDocument Mgmt

Search

WebPublishing

BasicRecords Mgmt

Workflow

Unified Services

ECM Services

Library Services

Security Metatdata Policies

SharePoint sites Office files Team

workspaces

Documentum Repository

EMC Documentum Platform

Repository Services

Desktop Integration

Business Process

Management

Regulated

Content Mgmt

Digital Asset MgmtAuto Classification

Federated Search

Transformations

XML Services Info Rights Mgmt

Trusted Content Svcs

Backup & Recovery

Lifecycle

Mgmt

Records Mgmt

Process Services

Advanced Content Services

Integrated Archiving

Storage Optimization

Imaging

Separate Worlds at Akzo Nobel


Repository Services

Desktop Integration

Business Process

Management

Regulated

Content Mgmt


Federated Search

Transformations



Backup & Recovery

Lifecycle

Mgmt

Records Mgmt

Process Services




Imaging

SharePoint Environment

SharePoint Sites

SharePoint INFRASTRUCTURE

BasicDocument Mgmt

Search

WebPublishing

BasicRecords Mgmt

Workflow

Unified Services

ECM Services

Library Services

Security Metatdata Policies

SharePoint sites Office files Team

workspaces

Agenda



Functinality available on the server



Summary

Content Services for SharePoint 2007

Overview:

Leverage native

SharePoint and Office

user experience as an

alternative client to the

Documentum repository

All content and artifacts

are stored in unified

Documentum repository

SharepointSAP Microsoft Office &

DCO

Web Parts &

Web ServicesApplication Server

Webtop DCMDAM

Benefits

• Right client experience

for the right job

• Single security model

applied regardless of

application

• An “official” copy of all

business content in a

single repository

• Extend advanced

content management

capabilities to

SharePoint


Repository Services

Desktop Integration

Business Process

Management

Regulated

Content Mgmt


Federated Search

Transformations



Backup & Recovery

Lifecycle Mgmt

Records Mgmt

Process Services




Imaging

iViews

Agenda






Summary

Benefits for the user

Workflow access

Lifecycle access

Renditions

Thumbnails

Virtual documents

…

Workflows: Connecting People

People and Processsupport people-to-people, people-to-application and application-to-application within and between companies

Dynamic User Modeldynamic user selection, groups, roles, automatic delegation, proxies, workload balancing, re-work policies

Controls both Content and Data Flowcontent and data and to the right people, applications, and companies

Workflow Building Blocksproliferate best practices

Integrated Project Collaborationallows for people-managed exceptions

graphical, drag-and-drop development tool for designing and modeling

Workflows: Starting a workflow

Workflow: Participating in a workflow

Workflows: Participating in a workflow

Workflows: Status of my workflows

V 1.0

V 1.1

V 2.0

Manage - The Power of Lifecycles in EDM

EffectiveApprove RetireEditing /

VersioningCapture /

CreateRoute /

Workflow

Permissions:

World - NONE

HR - WRITE

Version Label:

Draft

V 2.0

Location:

SOPsIn Review

Approved

Permissions:

World - NONE

HR - READ

Version Label:

Approved

V 2.0

Location:

SOPsIn Review

Approved

Actions:

Create PDF

Permissions:

World - READ

Version Label:

Effective

V 2.0

Location:

SOPsIn Review

Approved

Lifecycles: Promoting and demoting

Renditions

Document Transformation Services(MS Word, Excel, PPT, WordPerfect, Postscript)

Media Transformation Services(Thumbnailing, Storyboarding, Low-res previewing,

XMP support (read/write), Timecoding)

Advanced Document Transformation

Services(MS Project, Visio, AutoCAD, Multi-page TIFF,

PageMaker, Active Storyboard, Bookmarks &

Hyperlinks, Transformation UI)

Audio/ Video Transformation Services

& Medical Imaging Transformation

Services(Audio/Video Transformation & Analysis, Medical

Imaging – DICOM support)

Renditions: Managing renditions

Collection of related documents under a parent document

Synched check-in/check-out of components

Assemblies are snapshots of the virtual document at a point in time

Virtual documents used for:

XML chunking

Dynamic content assembler

Custom

Root(Parent)

1.01.1, Approved1.2, Current

Book

Chapter 1

Chapter 2

Node(Child)

Node(Child)

(Component)

1.01.1, Current

Virtual Documents: Structuring content

Virtual Documents: Structuring content

Basic library services: Creating a new version

•Direct access to

admin settings for

site managers

•Declare entire

folder as a record

•Declare and

classify individual

documents

Records Management: Ensuring unchangeability

Agenda






Summary

Add-on Services provided by EMC-Documentum

Document & Image Processing

Digital Asset Management

Business Process Management

Content Archiving

Compliance

Enterprise Report Management

Flexible, dynamic IRM

Document Lifecycle Management

Virtual and compound documents

Transformation Services

Automated Classification

XML Content Management

Multi-vendor environment Support for heterogeneous infrastructures

Multilingual search

Compound records management

Document disposition

Automated Forms Processing

Rendition management Thumbnails, conversions, etc.

Enterprise report management Capture, archiving & distribution

Rich media collections

Extended Enterprise

Collaborative Process

And more….

Chunking Leverages VDM and relationshipsFacilitates reuse

Validation (DTD or schema)Ensures compliance to business rules

StorageDefine what cabinet/folder hierarchy to store chunks

Automatic attribute populationIntelligent content & personalization

Link managementEnsures all supporting files are managed

Assign lifecycle and security


Classification & Categorization

Automatic metadata population

Taxonomy-based categorization

Multiple XML-based taxonomies

Rules-based classification

Metadata

Keywords:

Category:

Competition

Nokia

Motorola

LG

O2 Asia

Mobile Phone

Wireless LAN

Tri-band

O2 Asia

Content Classification: Finding your information

Fax

CD-Rom

Paper

Email

Wireless

Portals

Dynamic Content Publishing

Dynamic ContentCharts

Logos

Graphics

PublicationChannels

Text

Documentum ECM Platform

Structured Data

RDBMS

Dynamic Content Services

User defined business rules for content assembly

Content reused and formatted for

publication across multiple channels

Report Management

Accepts all types of structured contentTransforms to PDF (or AFP)Add form overlays or graphic elementsExtract attribute metadataBuild/use a taxonomy based on metadataImport into the repository

Populate Documentum attributesInitiate workflows based on rulesAssign securityAssign life cycle

“Logical Document” bursting (pdf and afp)

Various Types of Structured Files:

ASCII, EBCDIC,AFP, METACODE, PCL, PDF, Postscript,XML, EDI

Records Management

Records/Retention Management

Corporate file plan

Unified retention policy engine

Retention enforcement

Freeze hold & disposition

Auditing and reporting

GLOBAL CONTENT REPOSITORY

Corporate Policy

Delivery Services

CD-ROM

Print

Wireless

Global Intranet/Extranet/Internet Sites

Content Server

Syndicate

Other Organizations

Server Farm Management

Site Caching Services High Availability Web access

Site Deployment Services Manage global Web servers

Content Distribution Services Syndicate and distribute content to

multiple channels

Add-on Services provided by EMC-Documentum

Document & Image Processing

Digital Asset Management

Business Process Management

Content Archiving

Compliance

Enterprise Report Management

Flexible, dynamic IRM

Document Lifecycle Management

Virtual and compound documents

Transformation Services

Automated Classification


Multi-vendor environment Support for heterogeneous infrastructures

Multilingual search

Compound records management

Document disposition

Automated Forms Processing

Rendition management Thumbnails, conversions, etc.

Enterprise report management Capture, archiving & distribution

Rich media collections

Extended Enterprise

Collaborative Process

And more….

Agenda






Summary

Version PublishManage RetireArchiveCreate/Capture

Content Object Lifecycle

Contract

12/5TCO $

16/7TCO $$

24/7TCO $$$

SLA

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20

Time

Val

ue

& C

ost

s

Draft

Negotiation

SignedNew

Addendum

PeriodReview

Legal Dispute

The value of an information

Content that has not been accessed/updated for a specified period Content is owned by a user and/or groupObject is made a recordObject in a particular location in the repository (e.g. cabinet or folder)Object property contains a specific value (e.g. type = “Artwork”)Content is part of the result set from a query

Content

Addressed

Storage

Regular File

System

Mid-tier Array High End Array

(Distributed HSM)

EMC Archiving Platform

with CSS

Automatic migration of content

Rich Media

Email / IM

Desktop &

File System

SharePoint

WebPaper

Applications

& Reports

Classify

Retain

Migrate

Discover

Storing all content in one place

Matter Vault – based on EMC Archive

2

Partner Products & Services

Retention Products• RPS & RM

• EmailXtender/Janus

• Centera Retention

Services

1

Collect & Hold Products• Infoscape (file servers, laptops, desktops)

• EmailXtender/Janus (email)

• DiskXtender (fileservers)

• Archive Services for Sharepoint, Notes

• Archive Services for Reports

Processing & Review Products• Legal Investigator

• Analytics

• Legal Review Ramps

3

4

eDiscovery: From Start to finish

http://www.edrm.net/wiki/index.php/Image:RND_0906_0035_v5.jpg

Agenda






Summary

Content Services for SharePoint

EMC Documentum / SharePoint 2007 Integration Products

Leverage SharePoint interface as a client to Documentum

Suite of Documentum Web Parts:Documentum Folders

Documentum Inbox

Documentum Subscriptions

Documentum Files

Documentum Favorites

Documentum Workflows

Documentum Search

Archive Services for SharePoint

Content Services for SharePoint

EMC Documentum / SharePoint 2007 Integration Products

Leverage SharePoint interface as a client to Documentum

Suite of Documentum Web Parts:Documentum Folders

Documentum Inbox

Documentum Subscriptions

Documentum Files

Documentum Favorites

Documentum Workflows

Documentum Search

Archive content created in SharePoint to centralized, enterprise infrastructure based on Documentum

Transfer final content for long-term retention and re-use

Manage content as records via Documentum Retention Policy Services

Case Study: Benefits for Akzo Nobel

Improved communication

Seamless Integration

Secure access

Competitive advantage

Summary

EMC provides a suite of products to flexibly integrate Office SharePoint Server 2007 and EMC Documentum

Use SharePoint as a client to Documentum applications

Create in SharePoint—archive fixed content securely in Documentum

Create hybrid applications that take advantage of the SharePoint interface plus the advanced content management features of Documentum