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Fishbowl Solutions Oracle UCM Product Guide                                                                                        January 2011




Contents
Introduction ................................................................................................................... 1
Business Problem matrix ................................................. Error! Bookmark not defined.
Product Guide ............................................................................................................... 2
   CollabPoint .................................................................................................................................. 3
   Advanced User Security Mapping .............................................................................................. 4
   Subscription Notifier .................................................................................................................... 5
   Document Automation................................................................................................................. 6
   Workflow Solution Set ................................................................................................................. 7
   Log Notifier .................................................................................................................................. 8
   Enterprise Batchloader................................................................................................................ 9
   CAD Converter .......................................................................................................................... 10
   Content Scrub ........................................................................................................................... 11
   Redlining Integration ................................................................................................................. 12
   Vault Publish ............................................................................................................................. 13
   Content Migrator........................................................................................................................ 14
Packaged Service Offerings ....................................................................................... 15
   Upgrade Solution Set ................................................................................................................ 16
   Migration Solution Set ............................................................................................................... 18
   Problem: Migrating data and content from 3rd-party systems (ERP, CRM, CAD, SharePoint)
   to UCM. Migrating digital assets from desktops and file shares to UCM. Upgrading from
   Stellent to Oracle UCM. Upgrading from Oracle 10g to 11g or beyond. ................................ 18
   Policies & Procedures Solution Suite ....................................................................................... 20
   Fishbowl Solutions Portal Integration Suite .............................................................................. 23
   Student Onboarding .................................................................................................................. 25
   Higher Ed Research Solution.................................................................................................... 28
   Research can be optionally shared with partners and constituents through research
   collaboration workspace............................................................................................................ 29
   Fishbowl Solutions ECM Administrator Suite ........................................................................... 31
Fishbowl Solutions Company Overview ................................................................... 33
   Fishbowl’s Commitment ............................................................................................................ 34




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Fishbowl Solutions Oracle UCM Product Guide                                                                           January 2011




Introduction
This guide has been written to provide customers interested in the Fishbowl Solutions’ products
for Oracle Enterprise Content Management (ECM) information about our offerings. It includes a
business problem matrix that aligns business problems with the appropriate Fishbowl product, a
listing and description of each of the Fishbowl products, including supporting brochures, use
cases, etc.

This guide also includes descriptions of a few of the Fishbowl service offerings. These offerings
are based on Oracle UCM and include Fishbowl software, specific industry, and Oracle
UCM/ECM solution expertise.

This guide is designed to help readers understand how the Fishbowl products, solutions and
expertise can address specific business problems and deliver value.




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Fishbowl Solutions Oracle UCM Product Guide                                                                           January 2011




Product Guide
Fishbowl Solutions leverages the extensible Oracle UCM architecture in development of our
suite of add-on products, also called components. These products add features and functionality
to UCM without altering the core functionality in any way. Our products are easy to install
through the administrator interface, include technical support, are subject to our full quality
assurance cycle, include documentation, and are easily upgraded with new versions of UCM.
Enhancing the functionality of Oracle UCM through our software components is fast, simple and
low risk.




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Fishbowl Solutions Oracle UCM Product Guide                                                                           January 2011




CollabPoint
Team-based collaborative workspaces in Oracle UCM

Built on Oracle UCM, and leveraging UCM Folios, CollabPoint delivers easy-to-use, project workspaces
that are easily tailored to any need. The workspaces deliver context for content, providing users the
information and collaborative environment they need to achieve their team based projects, tasks and
goals. Content is managed in a single repository and surfaced in a collaboration space. This enables
simple yet robust collaboration while removing artificial barriers to information sharing erected by systems
like Microsoft SharePoint.

CollabPoint uses edit-in-context, run-time “widgets” to power team collaboration. Each workspace can be
tailored to suit the needs of the team or an individual.

Features:
         Document Library Widget –- collects content relevant to the project or team without preventing
          access to others who would otherwise also be able to use it.
         Team Announcements Widget –- keep your team up to date on project status and milestones.
         Blog Widget –- project communication and status updates that are backed-up, indexed and not
          confined to an email inbox.
         Wikis Widget –- team based knowledge sharing that is backed-up, indexed and not confined to
          an email inbox or network share.
         WYSIWYG Widget –- Polls, Charts, Dynamic Lists, Saved Links, Cached Searches, Image
          Galleries all possible within the widget.
         Predictive Search –- automatic query completion, intelligence for your team.




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Fishbowl Solutions Oracle UCM Product Guide                                                                           January 2011




Advanced User Security Mapping
Advanced security integration for Oracle UCM with LDAP, Active Directory, and Single Sign-on
Solutions

AUSM simplifies security within UCM – it allows companies to integrate with SSO tools which ease the
user experience through a single sign on to applications; it eases administration by allowing companies to
use existing security and network directories including AD and LDAP, leveraging Groups and user
attributes for security. AUSM makes it easy to grant and deny access to content based quickly and easily.

Features:

         SSO Integration –- extends single sign-on capability to Oracle UCM, saving time, increasing
          user adoption, and supporting corporate compliance standards.
         Synchronization –- automatically pre-populates the Oracle UCM system with users, versus
          waiting for each user to manually log-in to the system before adding them to workflows, aliases,
          etc.
         Performance –- drastically improves network performance through a simplified LDAP or AD
          structure, or the ability to use single sign-on without connecting to LDAP.
         Flexibility –- the intuitive "rules engine" extends the basic LDAP/AD integration, allowing
          administrators to assign user permission from complex rules based on directory information.
          Permissions can be both granted and denied. Users can now be assigned to aliases for
          workflows and collaboration manager automatically based on directory information.
         Compliance –- easily demonstrates compliance by showing user access levels to content across
          your entire Oracle UCM system.
         Simplified Administration –- allows administrators to validate permissions and troubleshoot
          access issues for specific users without requiring them to log in.




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Fishbowl Solutions Oracle UCM Product Guide                                                                           January 2011




Subscription Notifier
Flexible content subscriptions and notifications based on any business rules

Subscription Notifier allows you to create a content query based on anything – such as Review Date, Last
Update, or Expiration Date, etc. Instead of retiring content from the system, you want users to do
something with it. Subscription Notifier can send out email notifications – or trigger about any external
process you can think of – based on the rules you create. Now you can make sure you are using your
content to improve your business.

Features:
         Track Content –- by any business rule, not just expiration date
         Web Based Query Builder –- form for end users. Script free!
         Automatic Email Notifications –- notify users or groups when content needs to be freshened
          up, has been updated, is ready for expiration or for any other reason.
         Scheduling –- tailor alert scheduling to the needs of users to maximize awareness
         Custom emails –- create customized look and feel emails with action-driven instructions
         Trigger Events –- built-in messaging means process automation (e.g. update metadata based
          on a query or subscription). Perform CRUD actions on external data sources, trigger workflows,
          alert users to tasks in their queue.

Diagnostic Questions for Subscription Notifier:
         Do you ever have sales people working early in the morning trying to get some work done, and
          they check in a file to get the PDF to send out and they can't find it in UCM and get ticked off at
          "Stellent" because they can't find it? They then may circumvent UCM altogether and create the
          PDFs on their own.

          Subscription Notifier enables automatic notification to the user "with immediate feedback and a
          quick link to the file" so you can proactively keep them updated on the status of their content if the
          system is not working as it usually does.




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Fishbowl Solutions Oracle UCM Product Guide                                                                           January 2011




Document Automation
Automatically pull metadata from documents. Populate documents with metadata. Compare
documents to see the differences.

When users are required to enter the same information in more than one place, they waste time and run
the risk of creating errors. For example, documentation like Policies and Procedures require that the
header and footer of the document match with the metadata, like Last-Update or Author, and vice versa.

Document Automation Suite enhances the base Oracle UCM functionality to tightly integrate content
authoring with UCM. Common applications include: work instructions, operating procedures, statements
of work, product specifications, sales and research proposals, portfolios.

Features:
         Synchronization – Native file and managed file metadata is kept in sync – automatically.
         Improves the user experience –- Makes document editing tasks easier and faster.
         Reduces tedious, redundant tasks – Such as "find/replace" activities, which can be error-
          prone.
         Document Compare – Enables quick comparison of different versions of documents stored in
          UCM.




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Fishbowl Solutions Oracle UCM Product Guide                                                                           January 2011




Workflow Solution Set
Jumpstart workflow implementations. Simplify workflow experience for users. Provide insight into
business processes.

Often times you need more features than standard workflows can provide, like Workflow History Reports,
the ability to search content that is still in workflow and see its status, or customize how users interact with
workflows.

Based on more than 10 years of experience delivering workflows, Fishbowl’s Workflow Solution Set is a
suite of components that delivers the most common requests needed for workflows.

Features:
         Approve With Comments — Enter comments on an item upon approval – not just rejection
         Custom Email Notification — Give explicit instructions based on criteria such as workflow, step,
          reviewer, etc.
         Update Release Date — Updates the content release date so it reflects the date content is
          actually approved and released from workflow
         Workflow History Reports — delivers a detailed and permanent history of the workflows,
          including rejection comments which are otherwise lost.
         Workflow In Queue — Delivers a detailed view and quick access to content in the workflow
          queue, through a customizable interface
         Workflow Search — Delivers insight into all content in workflow, along with the number of days it
          has been at each step
         Workflow Timeout Helper — Allows easy implementation of timeout scripts that can include
          weekdays and business hours
         Workflow Review Pane Customization — Easily customizes the workflow review panes
          through a graphical interface, including step-specific instructions, links and actions that are
          available at each step or for an entire workflow




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Fishbowl Solutions Oracle UCM Product Guide                                                                           January 2011




Log Notifier
Receive automatic email notifications on Oracle UCM log errors.

Fishbowl Solutions’ Log Notifier is the only tool designed specifically for Oracle UCM and UCM log errors.
It can help ensure the system stays up and running, increasing user confidence.

Features:
         Graphical Interface — Easy to create, enable and manage log notifications.
         Comprehensive —Create log notifications for Content Server, Archiver and Refinery Errors so
          you stay informed.
         Flexible — Determine which users should receive which log notifications (e.g. Content Server
          only or Content Server and Archiver, etc.).
         Filtering — Filter logs to only receive notifications for critical errors.




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Fishbowl Solutions Oracle UCM Product Guide                                                                           January 2011




Enterprise Batchloader
Automatically batch load content from other systems into Oracle UCM

Enterprise Batchloader Integrates Oracle UCM with other systems. It monitors a folder remotely, on a
scheduled basis or manually, and imports the content from the folder into Oracle UCM. Whether invoices,
purchases orders, engineering drawings, etc., Enterprise Batchloader automatically collects the required
information from the system and populates it as metadata in Oracle UCM. The content is now available to
other users and systems.

Features:
         Integration — Integrate Oracle UCM with proprietary systems, making information such as
          invoices and engineering drawings available to users across the organization.
         Metadata Mapping — Import content items along with metadata —automatically!
         Customizable — Preprocessor template can be used to build integrations with a wide variety of
          systems.
         Flexible — Can execute a variety of tasks, including checking content in, updating metadata,
          deleting content and more. Can also skip workflows when batch loading content.
         Ensures Success — If Enterprise Batchloader fails to import items, it will move them to a folder
          automatically. It can also send customized emails to specified email addresses so users are
          aware of and can address these issues.




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Fishbowl Solutions Oracle UCM Product Guide                                                                           January 2011




CAD Converter
Create viewables of AutoCAD drawings on check-in

Departments outside of engineering need access to AutoCAD data in order to build, sell, document, and
market products. CADConverter automatically converts AutoCAD drawings to the web-viewable DWF or
PDF upon check-in to Oracle UCM.

Features:
         Visibility and Access — Make AutoCAD drawings available for users who do not have the
          native AutoCAD application.
         Lightweight Formats — Automatically convert drawings to PDF or DWF so users do not need
          AutoCAD to view and use engineering drawings.
         Watermarks — CADConverter can add a simple watermark to PDFs without requiring the PDF
          add-on to be installed.
         Flexibility and Control — Can create a variety of settings to apply to drawings using built-in
          industry leading Acroplot tool and apply different settings to drawings on check-in.




CADConverter Architecture




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Fishbowl Solutions Oracle UCM Product Guide                                                                           January 2011




Content Scrub
Automatically scrub content of hidden information that can pose security risks

Content Scrub builds on Oracle's Clean Content Component, which delivers a report of sensitive
information in Microsoft Office and PDF files, and takes the next step to automatically clean the
content as it is checked into Content Server or as it is released from a workflow. Remove User IDs,
network paths, track changes, auto-save (and more!) information from content so you are no longer at
risk of leaking sensitive information. Content Scrub can even leverage the Content Server Service
Oriented Architecture (SOA) to clean files not stored in Oracle UCM. This allows you to scrub sensitive
information from any company content by simply calling the Content Scrub functionality.

Features:
         Plug Security Holes — Remove hidden information such as network paths, user IDs, track
          changes, comments and more from Office and PDF content so it can not be exploited.
         Clean Content — Take Oracle’s Clean Content Component a step further. Go beyond reporting
          on sensitive information and actually remove the information, permanently.
         Extendable — Content Scrub uses the Content Server SOA to clean content not stored in UCM.



How Content Scrub Works




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Fishbowl Solutions Oracle UCM Product Guide                                                                           January 2011




Redlining Integration
View, mark up/redline and collaborate on engineering (CAD) drawings and other content

Redlining integrates a web-based viewer in Oracle UCM so users can view markup and redline, and
collaborate on over 450 file formats, including engineering drawings, complex graphic images and files,
as well as Office and PDF formats. Redlining helps companies make decisions with remote team
members quickly. Redlining leverages Oracle UCM and integrates with such features as security, search,
and workflow, and more.

Features:

         Enterprise Access to Engineering (CAD) Drawings –- Deliver access to CAD drawings (and
          other complex formats) without requiring installation of native applications.
         Full Redlining and Mark-up Capabilities –- Leverages industry-leading AutoVue software for
          full-featured mark-up capabilities to annotate and collaborate on drawings and documents.
         Collaboration –- Start web-based collaboration sessions among team members across
          geographically dispersed locations. Save the details of collaboration sessions and relate these
          automatically with originally drawings in Oracle UCM.
         Fast, Simple Implementation –- Requires no special client installations. Simply enable
          component in Oracle UCM, configure AutoVue on the server and collaboration begins.
         Create, Store Mark-ups and Collaboration Sessions –- Automatically saves, checks in and
          relates annotations and collaboration sessions with originally drawings so all the content
          associated with original drawing is available and easily accessible.


*Price does not include required AutoVue license
                                                                                                                                     Comment [BC1]: If possible we should get an
                                                                                                                                     up to date screen shot of AutoVue. This is the
                                                                                                                                     old version. The new one is much nicer.

                                                                                                                                     This is also the integration that I built at Oracle
                                                                                                                                     so we can competitively price against the
                                                                                                                                     VueLink Adapter for UCM
                                                                                                                                     Comment [vo2]: Can we steal one from
                                                                                                                                     Oracles brochure:
                                                                                                                                     http://www.oracle.com/ocom/groups/public/
                                                                                                                                     documents/webcontent/018796.pdf

                                                                                                                                     Can’t find one in house.




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Fishbowl Solutions Oracle UCM Product Guide                                                                           January 2011




Vault Publish

Easily share CAD drawings throughout the organization

VaultPublish provides an automatic link between AutoDesk® Vault and Oracle UCM and automatically
maps metadata from AutoCAD drawings (like Title block, version, etc.) into UCM metadata. When
drawings are released to Vault, they are automatically updated in UCM so non-engineer downstream
users have access to the latest versions – automatically.                                                                            Comment [BC3]: Does this need CAD
                                                                                                                                     Converter too? If so, we need to state that
Features:                                                                                                                            clearly. (VAL: I don’t believe so)



         Metadata Mapping –- Automatically map title block and version information from AutoDesk Vault
          to Content Server metadata, ensuring metadata between a drawing and Content Server matches
          with no duplicate efforts from users.
         Automatic Publishing –- When a drawing has been changed or updated, VaultPublish detects
          the change and the updates are automatically published to the Content Server, guaranteeing the
          latest version is available within Content Server.
         Disaster Recovery –- Specify the number of days VaultPublish should track updates to recover
          data in the event of a disaster.
         Lightweight Viewing –- Automatically create DWF files and check them into Content Server
          making them accessible to non-CAD users through a free DWF viewer.




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Fishbowl Solutions Oracle UCM Product Guide                                                                           January 2011




Content Migrator
Migrate UCM content to new servers quickly and efficiently

Content Migrator is an alternative to Archiver for migrating large volumes of content from one server to
another. It provides more control and granularity for migrations, like allowing you to pause and resume to
address issues, and only re-run failed items. It also transfers content directly, versus requiring a
temporary copy of the item be created, saving disk space.

Features:

         Efficient –- Transfers content directly to new server versus creating a temporary copy, speeding
          the process and saving disk space.
         Comprehensive –- Automatically map title block and version information from AutoDesk Vault to
          Content Server metadata, ensuring metadata between a drawing and Content Server matches
          with no duplicate efforts from users.
         Flexible –- Allows you to pause or stop a migration of content mid-stream to address any issues
          or make changes.
         Error Handling –- Allows you to re-run only failed items, versus starting entire batch over from
          beginning as with other migration options. Groups errors by type for faster troubleshooting.




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Fishbowl Solutions Oracle UCM Product Guide                                                                           January 2011




Packaged Service Offerings
Fishbowl Solutions packaged service offerings package our software and expertise into solutions that
meet the needs of a variety of industry verticals such as higher education, health care or manufacturing,
as well as specific technology areas, such as workflow, web content management, portal integrations and
so forth. These solutions are based on similar successful implementations and allow us to use the
expertise we gain to build upon a solution for other organizations. By packaging our tools and expertise,
we are able to deliver lower cost, more fully featured solutions that can be delivered in a fraction of the
time. We understand that every organization is unique, so the solutions leave room for tailoring to
individual needs and requirements.




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Fishbowl Solutions Oracle UCM Product Guide                                                                           January 2011




Upgrade Solution Set
Problem: Upgrading from Stellent to Oracle UCM. Upgrading from Oracle 10g to 11g or beyond.

Solution: Fishbowl’s Upgrade Solution includes the inventory, health check, design, porting and quality
assurance to get you up and running.

Value:

          1. Early Adoption gives us experience and insider know-how.

          2. We can make the process go faster, smoother, and more complete.

          3. Oracle ACE Recognized




Upgrade Solution Set
How it Works:
         Solution Experts and Information Architects work with key content owners, stakeholders and IT
          staff in your organization to craft a plan that incorporates our 360 degree upgrade methodology.
         Plan is documented, scheduled and expectations are set with all key stakeholders
         Exercise kicks off with installs and configuration work. Empty but configured systems are
          followed by information inventory and any pre-existing customization, integration, or add on
          health checks.
         Inventory is prioritized, initial proofs and tests confirm that upgrade timeframes are accurate.
          Rollout and adoption plan is confirmed.


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Fishbowl Solutions Oracle UCM Product Guide                                                                           January 2011




         Content and metadata is moved and validated.
         In-process content and metadata is moved and validated.
         Roll-out and adoption plan is executed and monitored



What’s Included:

Fishbowl Plan – 3 Weeks

     •    Architecture, Configuration & Metadata/Taxonomy Review

     •    Customization Health Check

     •    Install of UCM 11g (1 Instance)

     •    Fishbowl Solutions’ Content Migrator / EBL software

     •    Content Migration – up to 5K items

     •    Comprehensive Data Transfer Plan

               •    Documentation & Knowledge Transfer

               •    Plan for Next steps

     •    Optional Upgrade Plan Add-Ons – 1 Week Each

               •    WCM site migration – 1 site up to 300 pages

               •    Workflow / Process Review and migration – 3 workflows migrated, inclusion of data
                    transfer plan, Installation of Workflow Solution Set (list price)

               •    Integration & Messaging for 11g with Fishbowl Solutions’ Subscription Notifier (list price)

               •    Upgrading to or from Clusters, Load Balanced, Reverse Proxied, distributed
                    storage/archival/file store provider systems




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Fishbowl Solutions Oracle UCM Product Guide                                                                           January 2011




Migration Solution Set

Problem: Migrating data and content from 3rd-party systems (ERP,
CRM, CAD, SharePoint) to UCM. Migrating digital assets from
desktops and file shares to UCM. Upgrading from Stellent to Oracle
UCM. Upgrading from Oracle 10g to 11g or beyond.
Solution: Fishbowl’s Migration Solution includes the inventory, health check, design, porting and quality
assurance to get you up and running.

Value:

          1. 10+ years experience encompassing content migrations to UCM.

          2. We understand and stress data integrity, mapping, and consolidation.

          3. Oracle ACE recognized.




Migrate Solution Set
How it Works:
         Solution Experts and Information Architects work with key content owners, stakeholders and IT
          staff in your organization to craft a plan that incorporates our 360 degree migration methodology.
         Plan is documented, scheduled and expectations are set with all key stakeholders




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Fishbowl Solutions Oracle UCM Product Guide                                                                           January 2011




         Exercise kicks off with installs and configuration work. Empty but configured systems are
          followed by information inventory and any pre-existing customization, integration, or add on
          health checks.
         Inventory is prioritized, initial proofs and tests confirm that migration timeframes are accurate.
          Rollout and adoption plan is confirmed.

What’s Included:

Fishbowl Plan – 3 Weeks

     •    Fishbowl Solutions’ Enterprise Batch Loader with custom preprocessor, AirLoader, and Content
          Migrator

     •    Architecture, Configuration & Metadata/Taxonomy Review

     •    Customization Health Check Review

     •    Data Analysis

     •    Content Migration – up to 5K items

     •    Comprehensive Data Transfer Plan

               •    Documentation & Knowledge Transfer

               •    Plan for Next steps

     •    Workflow Migration - 3 workflows migrated, inclusion of data transfer plan

     •    Optional Migrate Plan Add- Ons – 1 Week Each

               •    Installation of Workflow Solution Set (list price)

               •    Integration & Messaging for 11g with Fishbowl Solutions’ Subscription Notifier (list price)

               •    Migrating to or from Clusters, Load                     Balanced,       Reverse      Proxied,      distributed
                    storage/archival/file store provider systems

Fishbowl Plan – 2 weeks

     •    Fishbowl Solutions’ Enterprise Batch Loader with generic preprocessor, AirLoader, and Content
          Migrator

     •    Architecture, Configuration & Metadata/Taxonomy Review

     •    Customization Health Check Review

     •    Data Analysis

     •    Content Migration – up to 5K items

     •    Comprehensive Data Transfer Plan

               •    Documentation & Knowledge Transfer



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Fishbowl Solutions Oracle UCM Product Guide                                                                           January 2011




               •    Plan for Next steps




     •    Optional Migrate Plan Add-Ons – 1 Week Each

               •    Workflow / Process Review and migration – 3 workflows migrated, inclusion of data
                    transfer plan, installation of Workflow Solution Set (list price)

               •    Integration & Messaging for 11g with Fishbowl Solutions’ Subscription Notifier (list price)

               •    Migrating to or from Clusters, Load                     Balanced,       Reverse      Proxied,      distributed
                    storage/archival/file store provider systems



Policies & Procedures Solution Suite
Problem: Policies are rarely enforced or reviewed. Procedures are manual and error prone.
Governance is difficult and inconsistent. Automation and digital distribution are available but not being
used. Lag and drag in information access and usage costs your on average of $2700 per knowledge
worker per year.

Solution: Fishbowl’s Policies & Procedures Solution Suite electronically distributes, notifies and reports
on policy adoption. It automates procedure based actions required by or in support of policies.

Value:




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Fishbowl Solutions Oracle UCM Product Guide                                                                           January 2011




Policies & Procedures
How it Works:
         User Friendly Policies & Procedures Browser organizes policy documents and procedural forms
          relevant to the user.
         Compliance, Governance, Request and other Procedural forms are made available in the context
          of the relevant policies.
         Procedural requests and submissions (e.g. contracts, compliance, quality docs, hire/fire, ECOs)
          are automatically routed to the correct parties for review, approval, signatures or notification
          purposes.
         Supplemental information and supporting documentation is attached to and stored with
          procedural forms.
         Policies are optionally automatically assembled into digital binders for distribution
         Reporting on uptake and adoption is consistent and continuous.

What’s Included:

Workflow Enhancement

          Workflow Reporting (days in step, responsible personnel, etc.)
          Workflow History and Audits (who signed or approved, when, etc.)
          Procedural forms routing to impacted parties, approvers, reviewers and signatories.

Document Automation

          Automation of metadata import into UCM from source files
          Application of UCM metadata to native source files
          Document comparison between revisions in UCM

Policy Assembly

          Collection of related policy documents and forms into meaningful groups
          Forms that reference their policy document parent and collect attachments, evidence and
          materially significant documents, images and video content
          Multi-Faceted and relationship-aware Policies and Procedures Interface that allows users to sort,
          search and find policy documents in the way that makes the most sense for them. For example:
              o Location > Division > Topic
              o Topic > Location > Division
              o Fully configurable and extensible categories

Notifications

          Custom email notifications with specific policy and procedure review directions
          Notifications configured to specifc days based on policy and procedure compliance standards
          Automatic escalation on events, timed basis and user activity
          Ability to trigger, update, and query external systems for automatic synchronization

Multi-Faceted navigation and user interface for policy and procedures



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Fishbowl Solutions Oracle UCM Product Guide                                                                           January 2011




          Print View, Export to MS Excel, Web based report configuration
          Role based security
          User specific queuing and "requires action" alerts




1 Week of Consulting Services, including:

          Up to 3 workflow configurations of up to 5 steps each
          3 subscription notification configurations
          Batch loading / migration of up to 1k content items from up to 3 departments
          Rules and profiles and security configured for appropriate personnel




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Fishbowl Solutions Oracle UCM Product Guide                                                                           January 2011




Fishbowl Solutions Portal Integration Suite
Problem: Content enabling portals and web applications is laborious requires too much manual
customization. Bare bones integrations with standards-compliant content repositories do not meet
business requirements for interactivity and user experience. Tailored solutions require bespoke efforts
that are fragile and require continual administration.

Solution: Fishbowl’s Portal Integration Suite provides single source content integration to all industry
standard portal and web application server platforms. The Suite is coded to the JSR286 specification and
includes out of the box integrations with Oracle UCM and WCM 10g and 11g. The Portal Integration
Suite will query UCM to create dynamic, role and security sensitive lists of content items, thumbnail icons,
flash slideshows, calendar events, WCM region definition rendered content, in-context HTML editing with
the CK Editor, and personalized / localized content.

Value: Proven portlets on Oracle WebCenter Suite, WebCenter Interaction, WebCenter Application
Server, WebCenter Spaces, IBM Weblogic and Liferay portal servers.




Personalized & WYSIWYG Links, Template Driven Content Display, Dynamic Results
Lists

Fishbowl Portal Integration Suite
How it Works:
         HTML Snippet Portlet
         Search Portlet
         Wrapper Classes for Oracle Content Integration.

What’s Included:
UCM Snippet Portlet

          Retrieve and present an HTML document
          Retrieve and present a document converted with Dynamic Converter
          Retrieve and present a Site Studio 11g or 10gR4 Placeholder
          Retrieve and present a Site Studio 10gr3 wysiwyg data element
          Personalize which content is retrieved based on user attributes



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Fishbowl Solutions Oracle UCM Product Guide                                                                           January 2011




          Snippet Portlet can be “replaceable” and be targeted as a detail page
          Edit HTML content inline using CKEditor
          Allow saving to a contribution server and retrieving from a consumption server
          Configure multiple pieces of content for the portlet that can all be edited based on permissions in
          UCM
          Only allow edit of content for particular users based on LDAP group membership
          Pull back localized content configured by dynamic script in the content id field

UCM Search Portlet

          Retrieve and display a list of search results based on a query
          Personalize what query is run based on user attributes
          Customize display of results based on jsp template checked into UCM

Currently Supported Environments:

Stellent / UCM Versions: 7.1, 7.5.1, 10gR3, 11g
Operating Systems: Any
Databases: N/A
Portal Containers: IBM WebSphere 6.1+ | Oracle WebCenter 11g | Liferay Portal 5.2+ | Falls back to
vendor neutral functionality for all others.
Basic Architecture:

The Portlets in the Fishbowl Portal Integration Suite have two parts, a set of JSR-168 portlets and a
supporting UCM component.
UCM Snippet portlet: Single content item consumption and presentation
UCM Search Portlet: Multiple content item consumption and presentation

CISContentRetrieval library: Wrapper class to make calls to UCM via CIS easier to use

The portlets are deployed as:

          WAR file for Liferay and Websphere
          EAR file for WebCenter
             o EAR contains a specially built version of the WAR that makes enabled the portlets to be a
                  WSRP Producer

The supporting component, CISContentRetrievalHelper, consists of:

          Custom services to support:
             o Retrieving and streaming back images embedded in dynamically converted content
             o Retrieving Site Studio 10gr3 element content
          Does not override any services or resources




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Fishbowl Solutions Oracle UCM Product Guide                                                                           January 2011




Student Onboarding
Problem: Colleges and Universities around the country have thousands of applicants each year, all
sending in multiple documents related to their application. Student applications and supporting materials
must be aggregated and routed through an approval process. Students need to have updates on the
status of their files and receive notifications along the way. During the process, Student Information
Systems need to be updated and a series of additional paperwork and notifications must occur.

Solution: Fishbowl’s Student Onboarding Solution automates the entire admissions process, saving time,
money, and reducing the risk of losing the best students.




                                                                 ECM


                                Submission
                                 Process



                                                                         Student Information
                                                                              System                      Review
                                                                                                           Cycle




Student Onboarding Solution
How it Works:
         Students can fill out an application online and attach related documents, such as their personal
          essay.
         Once the application is submitted, a student record is created in your student information system.
          The creation of this record in your student information system triggers a coversheet to be created
          in your Oracle Content Management system. All of the prospective students content related to
          their application is collected in the content management system and aggregated in this cover
          sheet.
         A prospective student’s letters of recommendation, test scores, transcript and any other content
          can also be submitted through an online form leveraging Oracle’s built in Web Content
          Management technology.


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Fishbowl Solutions Oracle UCM Product Guide                                                                           January 2011




         Once all of the content is collected (application, transcript, letters of recommendation, essay, test
          scores) the cover sheet will move into a workflow, keeping all of the application content together,
          as it is reviewed for approval.
         Once a student record has been created, student would be able to log-in to the admissions
          website and see the status of their portfolio. They could view what content was missing, or when
          all content is collected, how far it is in the review process.
         The review process is completely automated. Reviewers will receive an email notification when it
          is their turn to review the prospective students' portfolio. The email will have a link directly to the
          ECM system where they can view the coversheet and attached content. They can approve or
          reject the portfolio from the coversheet.
         When the portfolio has completed the review process and a final decision is made, your student
          information system is updated and an automated notification of the decision is sent to the
          prospective student.
         A secondary process can also be kicked off for all accepted students to send them additional
          information, such as an information packet, housing options, and financial aid forms.



What’s Included:


                                                                                                                                F
                                                                                Student Viewer                                  I
           Admissions Office View
                                                                                   (Optional)                                   S
                                                                                                                                H
                                                                                                                                B
                                                                                                                                O
                                                                                                                                L
                                               Student Portfolio                              Status Updates
         Workflow                                                                                                               S
                                                                                               Notifications                    O
                                                                                                                                F
                                                                                                                                T
                                                                                                                                W
                                                                                                                                A
  Student Information System                                     Oracle UCM                   Out of the Box:                   R
                                                                                              WCM, Document & Image             E
                                                                                              Mgmt, Records Mgmt,
                                                                                              Capture, Archiving




Oracle UCM:
         Document Management
         Image Management
         Records Management
         Web Content Management




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Fishbowl Solutions Oracle UCM Product Guide                                                                           January 2011




Fishbowl Solutions Software:
         Workflow Solution Set
         Subscription Notifier
         CollabPoint (Report interface only)

Services:
         Integrations with Student Onboarding Solution, etc. (Optional)
         Application Portfolio Cover Sheet created
         One standard cover sheet*
         Workflow Configuration
                   One workflow
                                        One Admin Office Group
                                        Up to 3 separate review steps (shared among groups/departments)
                                        One automatic escalation (e.g. Someone out of office, etc.)
         Notifications (Subscription Notifier)
                   One subscription notification to university party
                   One notification to external email address (e.g. applicant)
         Metadata
                   Up to five custom metadata fields configured
                   Two Metadata profiles created (one applicant profile; one custom profile)
                   One Custom Search Profile
         Website Implementation
         Student application submission application and tracking site




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Fishbowl Solutions Oracle UCM Product Guide                                                                           January 2011




Higher Ed Research Solution
Problem: Colleges and Universities rely on research to draw the best students, staff and funding for their
institutions. However when prospective students and research prospects are unable to easily learn about
research that has been conducted and is available, or research projects take too long to get approved
and published, colleges and universities suffer.

Solution: Fishbowl’s Higher Ed Research Solution (HERS) automates the research process, ensuring
research can be easily found, research projects can be quickly submitted and approved and the research
documentation and approval process is standardized and centralized to speed up approval and
publishing of research results. HERS helps colleges and universities draw the best students, staff and
funding for their institutions.




                Research
                Proposal
               Validation,                             ECM                                           Review Cycle
               Submission




                                                               University Research Portal




              Review
               Cycle                                                                             Research
                                                                                                  Phase
                                                                      Research Project


                                                                                                                                     Outside
                                                                                                                                     Partners
                                                                                                 HERS Project Workspace




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Fishbowl Solutions Oracle UCM Product Guide                                                                           January 2011




Higher Ed Research Solution -
How it Works:
         A research proposal is validated against research that is already published on research portal
         Proposal is submitted electronically using a standard template
         Proposal is routed through an electronic workflow for approval
         Once approved, research commences



Research can be optionally shared with partners and constituents
through research collaboration workspace
         Research is protected both on and off-line (optional with IRM)
         Team members use templates and optional stage-gate standardize process to manage steps in
          project
         Partners and research team can see progress of project through workflow reports
         Research paper is aggregated with supporting documents and routed together through electronic
          workflow
         Once approved, research paper is published to research portal
         Optionally, existing research can be scanned and published to research portal available for
          search and retrieval

What’s
Included:



                           Research Portal                           Public Research Portal
     S
     c
     a
     n                                                                                            Security
                           Project                            Research                           Encryption
                                                                                                  “Scrub”
     R                   Workspace:                            Process:
     e
     s
                            User                              Standards,                      Fishbowl Core:
                                                                                               Notifications,
     e                   Experience,                          Templates                      Workflows, reports
     a
     r
                        Collaboration                           (BPEL)
     c                                                 Core Content Services:
                                                       Indexing, Web Content Management, Document & Image
     h                   Oracle UCM                    Mgmt, Records Mgmt, Capture, Archiving, Security




Oracle UCM:
         Document Management
         Web Content Management



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Fishbowl Solutions Oracle UCM Product Guide                                                                           January 2011




         Information Rights Management (Optional)
         Scanning and Document Capture (Optional)

Fishbowl Solutions Software:
         Workflow Solution Set
         Subscription Notifier
         CollabPoint (Optional)
         Content Scrub

Services:
         Research Proposal Submission Form Creation
         Research Scanning and Capture Set up (Optional)
         Research Portal (Website) Creation
         Workflow Configuration
                   Research Proposal Approval workflow
                                        Ad-hoc workflow (two-steps with unlimited ad-hoc routing)
                   Stage-gate Templates / Process (Optional)
                                        Analysis, design and development
                   Research Paper Approval
                                        Three-step internal workflow with one-step of external notification (made
                                        available for external collaborators)
         Notifications (Subscription Notifier)
                   External notifications
                   Workflow alerts
                   New associated research alert
         Metadata
                   Up to five custom metadata fields configured
                   Two Metadata profiles created (one applicant profile; one custom profile)
                   One Custom Search Profile
         Website Implementation
                   Research portal
         Security
                   Configure ten security Groups and Accounts
                   IRM configuration (optional)
                   Configure content “scrubbing”




*Price does not include Oracle UCM or items listed as Optional



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Fishbowl Solutions Oracle UCM Product Guide                                                                           January 2011




Fishbowl Solutions ECM Administrator Suite
Problem: Oracle ECM system administrators and super users often find themselves performing the same
tasks many times or tasks that take many steps with out of the box administrative tools.

Solution: Fishbowl’s ECM Administrator Suite combines user-friendly and web based administrative and
reporting tools for Oracle ECM administrators. These tools greatly simplify and streamline common
administrative tasks such as:

          Web Based Identity Management Administration and integration (LDAP, Active Directory, Local
          Users)

          Workflow creation, searching, reporting, signature gathering and approval comment storing

          Search results export to Excel, and printable views

          Proactive user and system messaging with escalating notifications, time and event based
          triggering for message queuing.

          Content Migration automation from file systems and other content stores

          Automatic Error Log Notifications

          Content Scrubbing of sensitive data (e.g. IP addresses, track changes material, draft earnings
          statements, confidential information etc)

          Metadata parsing, extraction from and imprinting on native files

          Fishbowl’s admin helper component to categorize and collect common administrative functions in
          a single, admin-only page.

          Optional add on tools include

               o    Documentation Wiki

               o    CollabPoint Reporting Dashboard

               o    Site Studio Toolbox for WCM admins



What’s Included:

Fishbowl Solutions Software:
          Advanced User Security Mapping
          Workflow Solution Set
          Subscription Notifier
          Content Scrub
          Content Migrator


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Fishbowl Solutions Oracle UCM Product Guide                                                                           January 2011




          Document Automation
          Log Notifier
          Export Results to Excel
          Alias Manager




*Price does not include Oracle UCM or items listed as Optional




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Fishbowl Solutions Oracle UCM Product Guide                                                                           January 2011




Fishbowl Solutions Company Overview
Enterprise Information Management Experts with a Customer First Focus

Fishbowl Solutions is a software and services organization committed to the success of its customers.
Fishbowl recognizes that companies have business challenges, information problems and a sense that
their technology should deliver more. Companies need solutions, not more pieces. With recognized
experts in Enterprise Information Management (EIM), Enterprise 2.0 (E20), Mechanical Aided Design
(MCAD), and Information Architecture (IA), Fishbowl designs, develops and delivers solutions to real
business problems. Fishbowl’s solutions are faster, its experts are brighter and costs are low. We provide
our customers with real ROI.

Solutions, Strategy, Success

Since 1999 Fishbowl Solutions has successfully delivered hundreds of expectation-exceeding business
solutions. With focus, specialization and demonstrable success across sectors, Fishbowl Solutions has
proven that they understand how to craft solutions that work. With fully supported software, Fishbowl is
able to maximize solution delivery efficiency without costly or time-consuming reinvention.

Value from Partnerships, Value from Experts

Fishbowl delivers value. Our partnerships allow inside access and tight integrations. Fishbowl is an
Oracle Partner for Enterprise 2.0 and Enterprise Content Management solutions. Fishbowl is a Parametric
Technology Corporation (PTC) Gold Partner for Windchill, Pro/Engineer, MCAD and product lifecycle
management (PLM). As a strategic partner of Oracle and PTC, Fishbowl Solutions is fully equipped to
deliver solutions to real business problems on top of world-class software.

Fishbowl’s team of experts comes from diverse and experienced backgrounds. With Fishbowl leaders
each having 10+ years of experience with Oracle and PTC technology and with thousands of
development and deployment hours logged, our expertise is ready to be put to work for you. This means
that Fishbowl Solutions has the history to ensure future success.

Happy Customers

With so many successes at their back Fishbowl Solutions is the best choice to design, develop and
deliver your next solution.




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Fishbowl Solutions Oracle UCM Product Guide                                                                           January 2011




                     FIGURE 1 – Some of the Fishbowl Solutions Team.



Fishbowl’s Commitment
          We Deliver Deep Solution Expertise –
          We are Flexible and Easy to Work With – We have our Customers’ Interest at Heart
          We Deliver Less Complexity and Customization – We have Software and Services
          Our Solutions Deliver High Value –




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