Technical White Paper - Documentum and XML

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Documentum Technical White Paper Native XML Management with Documentum July 2003 Documentum Technical White Paper Native XML Management 2 Contents Introduction................................................................................................................................................... 3 XML Management Requirements .................................................................................................................. 3 Documentum XML Solution ........................................................................................................................... 4 XML Content Creation................................................................................................................................................................ 5 XML Content Management......................................................................................................................................................... 7 XML Content Delivery............................................................................................................................................................... 12 XML Content Archiving............................................................................................................................................................. 13 Summary Documentum and XML ........................................................................................................... 14 Documentum Technical White Paper Native XML Management 3 Introduction Global companies today have begun to realize the importance of enterprise content management as a key layer in their software infrastructure, a fundamental requirement for conducting business efficiently. In an economy in which the efficient use and repurposing of available resources is vitally important, these same companies are also looking to XML (eXtensible Markup Language) and are beginning to see tremendous benefits provided by the combination of XML and enterprise content management. Armed with a powerful XML content management solution, forward-thinking companies are increasing enterprise efficiency, delivering products to market much faster, cementing relationships with key trading partners, and speeding multilingual content delivery to the Web and to any number of handheld devices. These companies are witnessing, if not a revolution, certainly an innovative transformation in their business practices. Many of the largest organizations in the world have in fact turned to Documentum as a leading supplier of content management solutions. Global 2000 companies rely on industry leaders, and Documentum provides the only enterprise-strength content management solution with native XML capabilities across the entire platform. With Documentums complete, end-to-end XML content management platform, global companies are well positioned to leverage their content for increased efficiency and competitive advantage, meeting the new challenges of a worldwide, digital economy. This paper is intended to describe how Documentum manages XML content. We begin by describing the different steps and technologies required to manage XML effectively. We then explain the challenges related to managing XML content natively, without the need for a separate repository and XML management solution. Lastly, we explain in detail the Documentum solution for XML content management. This section is divided into four parts, each covering one of the three primary functions of XML content management: creation, management, delivery, and archiving of XML content. Throughout, this paper refers frequently to the generic capabilities of the Documentum enterprise content management (ECM) platform; however, describing these capabilities in detail is outside the scope of the document. To learn more about the Documentum ECM platform, refer to the Documentum Web site: www.documentum.com XML Management Requirements Using XML significantly reduces the production time, complexity, and cost of delivering content. XML is a platform-neutral, structured markup language that separates the content from its formatting. Separating content and formatting allows administrators and production designers to automate the formatting for various applications while authors and business users focus solely on the creation of content. Additionally, XML enables content intelligence through metadata or content tagging enabling more sophisticated searching, processing, and delivery. As a result, companies can accomplish more with their content. For example, they can enable content reuse and repurposing to power multiple applications and delivery to multiple channels, including corporate Web sites, partner extranets, employee intranets, print production, and electronic delivery to wireless devices. Managing XML entails a number of very specific requirements. These requirements are met by an industrialstreengt content management platform with native XML capabilities: ! Storing and managing XML. An XML content management solution must be able to store and manage XML documents in their native format, preserving the hierarchical structure and links between components and documents. Further, the system must validate the syntax and structure of XML content to ensure that its well formed, allowing reuse by all applications. Documentum Technical White Paper Native XML Management 4 ! Search capabilities. Powerful searching is another critical requirement for a native XML repository and so is the ability to add intelligence to XML content through automatic tagging and classification. In addition to fullteex searches of the content itself, the system must provide the ability to search on content attributes. A native XML management exposes its search capabilities through a query language as well as through an API. ! Content transformation. XSL transformation is extremely important for delivery of XML content to any number of applications. XSL handles the automated transformation of the XML content into the required format and form factor. An enterprise XML content management solution has to provide a robust and flexible XSLT (eXtensible Style Language Transformations) engine. ! Flexible access. Applications must have easy and flexible access to XML content. This access should be possible from standard development environments such as J2EE or .NET. The capability to store and manage XML content natively becomes particularly important when applications attempt to retrieve the content from the repository in the required transformation. Only a solution managing XML natively can accomplish this task with little complexity and lots of flexibility. The specific technical requirements for managing XML, however, do not stand alone. The best native store for XML would be useless if it did not also provide a comprehensive set of state-of-the-art content management capabilities. After all, XML is still content that needs to be combined with other content types and managed in the same way. Capabilities such as security, versioning, virtual document management, workflow, or lifecycle apply to XML publishing process as they apply to the publishing of documents, Web content, or rich media. A stand-alone XML repository conflicts with the idea of enterprise content management. Today, there is one solution that can manage XML natively, providing all required XML-specific functionality. There is one solution that can manage XML using the same repository and content management services for documents, Web content, rich media, and XML. Among all vendors who profess to manage XML content, there is only one company that can claim 12 years of experience managing content and cite thousands of customers with the most sophisticated and rigorous requirements for their content management solutions. That company is Documentum and its solution for managing all forms of content is the Documentum ECM platform with native XML capabilities. Documentum XML Solution Documentum provides the only enterprise-grade content management solution with native XML capabilities across the entire content management platform. Documentum treats XML the same way as any other content including documents, Web content, and rich media, while understanding and supporting all XML-specific requirements and leveraging the capabilities of XML. Unlike other vendors, Documentum supports XML content natively without need for a separate XML solution or repository. With the Documentum end-to-end XML content management platform, global companies are well positioned to leverage their content using XML for increased efficiency and competitive advantage. Providing a complete solution for XML content management is just one part of a Documentum strategy for helping companies successfully unleash the power of XML in their organizations. Documentum also supports the adoption of XML across many industries by actively participating in industry organizations and through its longstanding support for XML initiatives. As a member of OASIS (Organization for the Advancement of Structured Information Standards), UDDI.org, and W3C, as well as a founding member of XML.org, Documentum is helping to drive the advancement of XML and related applications. Together with Sun Microsystems, Documentum developed and donated the XML.org Registry, which is powered by Documentum products. Documentum expects that the XML.org Registry will be a crucial resource for any company adopting XML as part of its information infrastructure. Documentum Technical White Paper Native XML Management 5 Documentum is the innovator in enterprise content management and an industry leader through its support and sponsorship of XML standards and its development of the industrys only end-to-end XML content management solution. The Documentum ECM platform provides a full set of technologies for natively managing any content type, including XML, Web content, documents, and rich media. The following sections of this paper examine the XML-specific technologies in each of the content management phases creation and capturing, management, delivery, and archiving. XML Content Creation XML has tremendous implications for empowering business users and content owners to create, reuse, and repurpose content. To be effective, though, an enterprise content management system must enable non-technical users to create XML content without knowing XML. That is, users must be shielded from the underlying syntax and technology. Therefore an XML content management solution should give business users a way to specify the nature of content in the XML language without having to know its syntax. It should provide tools that make the transition easy for content creators, not requiring them to change their behavior, undergo additional training, or learn a new product. XML Content Authoring Analogously to its native integration with standard office applications such as Microsoft Word or Excel, Documentum integrates seamlessly with leading XML authoring tools, such as Arbortext Epic and Corel XMetaL. This integration enables all levels of users to create and contribute XML content. Any designated user from the business owner to the highly technical specialist can participate in creating and reviewing content according to pre-defined business rules. Business users, who may have little knowledge of how tags work or how XML operates, are re-engaged in the content creation, contribution, and collaboration processes through user-friendly graphical interfaces and workflow processes. Content Services Create/Capture Manage Deliver Archive Documentum Technical White Paper Native XML Management 6 XML authoring tools such as Arbortext Epic integrate seamlessly with Documentum The integrated XML authoring tools typically provide the following functionality related to XML content management with Documentum: ! Create new XML document in the Documentum repository using a template ! Save as new, for importing newly created XML document into the Documentum repository ! Browse the Documentum repository ! Search across the Documentum repository ! Reuse XML content and graphics in the Documentum repository by link or by copy ! Set object properties for Documentum repository objects ! Promote lifecycles of content assets within Documentum ! Check in/check out XML components at any level of granularity ! Track changes made in the editor so only changed objects are versioned ! View objects not checked as read-only in the editor, ensuring data integrity Documentum Web Publisher provides an easy-to-use, browser-based interface and pre-configured XML templates that not only simplify content creation, but also ensure that all authored content conforms to existing business rules and maintains a consistent look and feel. Now business users can focus on providing content without concern for layout. And users can preview the final format using standard XSLT technology. With Documentum Web Publisher, business users can author XML content in the same way they author HTML pages without having to know the XML syntax and requirements. Documentum Technical White Paper Native XML Management 7 Web Publisher provides an easy-to-use, browser-based interface and pre-configured XML templates that simplify content creation. XML Content Capturing Other ways of getting content into the Documentum repository include various repurposing technologies, including import of XML documents, conversion of non-XML documents into XML, and aggregation of XML documents. All these technologies are typically varying in their type and scope depending on customer requirements. Documentum and its partners provide a complete solution for any customer requirements in this area. These are technologies that Documentum provides for any type of content and XML is not an exception here. Once stored in the repository, the management of repurposed XML documents is identical to newly created documents using XML editors or Web Publisher. XML Content Management Unlike other vendors, Documentum provides a comprehensive solution for managing XML. Documentum understands, manages, and leverages XML natively throughout the entire ECM solution without the need deploy a separate XML repository or solution. That means Documentum applies the same technologies to XML content as to any other content assets. All of Documentum content management capabilities including repository services, library services, core content management services, and process automation services are applicable to XML as well as any other content types. Beyond that, Documentum also provides technologies specific to XML, allowing you to leverage the full power of XML-specific capabilities. Repository Services The heart of Documentum XML platform is the Documentum Content Server, which controls access to content stored in the Documentum repository. The Documentum repository is object-relational oriented and treats everything as an object, including content assets, users, groups, workflows, ACLs, and attributes (or metadata). Not only does the object-relational technology provide great flexibility for storing and classifying content, but its nature also allows Content Server to manage content as reusable objects. And since the main purpose of XML is reusability, the object-oriented architecture of the Documentum repository is ideally suited for storing and managing XML components. For content delivered through Web sites, companies sometimes need the ability to restore a snapshot of the entire site. Documentum snapshot capability allows administrators to create an edition of the site at any given time; an Documentum Technical White Paper Native XML Management 8 edition stores the entire content of the site at a point in time and makes it available for restoring if necessary. To further ensure business continuity on the data level, Documentum markets a product called CYA HOTBackup, which provides application-aware backup of content while preserving the relationships between content assets and metadata. With CYA HOTBackup (offered through a reseller relationship with CYA Technologies, Inc.), companies can perform disaster recovery to restore any single object or group of content objects (including XML documents or components) with all the object information and relationships intact. Unlike solutions from other vendors that require a separate repository for XML content and thus fragment their content management functions, Documentum stores and manages XML content in the same repository as any other content assets, including documents, Web content, and rich media. This way, Documentum users can apply to XML content the same level of comprehensive ECM capabilities as for any other type of content asset. By applying repository services to XML, Documentum users can take advantage of unmatched object-relational data model, distributed architecture, replication, persistent transactions, load balancing, auditing, Unicode support, and many other repository services. Library Services The library services provided by Documentum Content Server allow for efficient management of XML components stored in the Documentum repository. The library services handle the objects that are storing the content assets (components of XML documents) as well as any other objects including metadata, users, groups, or workflows. The locking capability allows users to check out an object containing XML components from the repository during editing, preventing any other users from updating the same content asset at the same time. Other users or applications can of course still access the object for viewing, assuming they have the correct access rights for that particular XML content asset, but editing remains restricted until the editing user checks the object back into the repository. When checking the object back into the repository, the user is prompted with standard Documentum versioning to keep track of different versions of each XML document. When a new version of an object is created, the Documentum repository stores the older version together with any previous versions as part of the object properties, which are again represented as objects. All these steps can also be performed automatically by applications calling the Documentum API, making manual steps unnecessary if so required. Other library services include powerful and flexible security based on access control lists (ACL) that enables users to specify the access privileges to XML components for any other user of the system. Documentum also provides role support that associates users with access privileges and services based on their roles as defined in the system. Core Content Management Services The core content management services provide a number of services common to all content types as well as services specific to certain content types only. Among the content-specific services, XML processing is one of the most complete sets of capabilities available to manage XML content. XML Processing Documentum processes XML documents at the time of import into the Documentum repository or at any later time. The processing of XML documents is performed by XML applications that can be configured without any actual coding within the Documentum system using a configuration utility called Documentum Application Builder. Documentum Application Builder allows users to specify a different set of actions for different types of XML documents. There are many operations an XML application can perform when processing an XML document, including validation, chunking, import of links, storage of components, metadata population, access control list (ACL) and lifecycle assignment, and other extended processing. Particularly important are chunking and validation. XML content validation is essential to ensure that the stored XML document is well formed to deliver on its ultimate promise reusability. Documentum provides the native capability to validate XML documents during import into the repository or at any other time. This process can validate the document against the DTD (Document Documentum Technical White Paper Native XML Management 9 Type Definition) or schema to verify the components, attributes, structure, and types and values used in the XML document as well as validate against specified data dictionaries. Documentum keeps DTDs and schemas as objects in the repository, providing the same type of content management capabilities as for other content assets (including versioning and access control). Chunking is an essential step for efficiently managing XML content. The Documentum object-based repository is perfectly suited to store and manage the components of XML documents as independent objects that can be easily managed and repurposed by any content-powered applications. Chunking is the process in which XML documents are segmented into components and the components are stored as objects. This can be done on any level of granularity, depending on the requirements of the applications reusing the XML components. Higher granularity provides more flexibility, but it entails more work and greater complexity, and may impact application performance if it requires that many individual XML components be assembled for each content delivery. Documentum provides the flexibility to define the granularity of chunking to best suit company requirements for reusability. Documentum provides flexibility to define the granularity of automatic XML content chunking. Compound Documentum Management The object-oriented repository provides a wealth of capabilities that allow users to efficiently manage complex content structures in the form of virtual documents. Such virtual documents can contain an entire tree of nested XML components managed as a single entity. Using rendition management, users can for example manage an XML component as a single object containing automatically created renditions of the XML content in various formats such as text and HTML. Also, the multilingual rendition management provided by Documentum Content Server is highly useful for managing XML. This capability manages compound XML components consisting of the same content in various languages, or locales. Each of the locales can be managed separately, or all of them can be managed as a single entity. Documentum allows administrators to set up of rules governing the use of locales; for instance, a fallback rule can be used to display a default language version of an XML component in the event a particular translation is not yet available. Searching Added intelligence allows a company to unleash the true value of XML content stored in its Documentum repository. By adding intelligence to content, a company can deploy applications that leverage more relevant and accurate content. The most commonly used technologies in this area are indexing, searching, and tagging. Documentum Technical White Paper Native XML Management 10 SELECT * FROM dm_document SEARCH TOPIC ‘((speed dialing callfeatures) memoryfeatures cellphone-catalog)’ Documentum embeds into Content Server a very sophisticated technology for indexing and searching. This technology provides the capability to perform parametric searches that search through the metadata as well as full- text searches that search through the content assets themselves. Documentum Query Language (DQL), another searching technology, provides full support for querying objects, finding relationships between objects, and searching across virtual documents. Querying via DQL can be performed across both the content assets (full-text) and metadata. DQL is an easy-to-use language for querying unstructured content similar to SQL, which is used to query structured content in relational databases. An example of a DQL query. Documentum provides an XML query interface for DQL called XDQL. XDQL can be used to query Documentum and return the results as XML. Both metadata and content can be returned by the search. If the content is not XML, it can be base 64 encoded or transformed into XML. These results are returned as XML and an XSL style sheet can be applied as well as a number of additional configuration parameters. Both DQL and XDQL are services accessible through the Documentum Foundation Classes (DFC), a comprehensive API that exposes Documentum functionality for applications that interact with content stored and managed in the Documentum repository. Content Intelligence Documentum Content Intelligence Services provides the ability to classify XML documents based on taxonomies and to add additional information to existing content. This information stored as metadata in the form of tags or object attributes allows companies to increase the value of their content. Content Intelligence Services applies intelligence to XML content by first parsing an XML document into individual words. Then content extraction extracts meaningful text and attributes, reconciles data and format, and extracts records from XML documents. The content extraction is followed by conceptual classification, which classifies content according to taxonomy models and keywords. Finally, semantic analysis incorporates logic to relate business rules, content, and keywords (evidence), linking content to taxonomy models. These features improve the accuracy and consistency by automatically analyzing content for keyword and storing the content in logical structures. To facilitate the creation of classification taxonomies, Documentum now provides a set of pre-built taxonomies for a number of horizontal functions such as human resources, customer service, sales and marketing, information technology, and legal, as well as for vertical industries including financial services, energy, medical, and pharmaceutical sectors. Pre-built taxonomies are used during design time to speed deployment and creation of the taxonomy model (domain map) that companies would otherwise have to painstakingly create themselves from the ground up. Transformation Transformation is necessary to deliver the XML content to the end-point so that you can use XML and take full advantage of all its benefits. The standard for XML transformation is XSLT and Documentum provides complete XSLT support in the platform. When an application makes a request for delivery of XML content, the XSLT engine applies the specified XSL style sheet. The result is a document dynamically assembled from requested XML components, correctly reformatted, and delivered in any of the formats supported by XSLT. Transformations can be executed in Documentum by users or automatically via workflows, lifecycles, or other applications, which access transformation functionality through the Documentum Foundation Class. Documentum allows execution of XDQL and other DFC classes during transformation and thus provides a powerful platform for Documentum Technical White Paper Native XML Management 11 dynamic generation of XML documents, and repurposing of content. The results of transformation can be stored as renditions or imported as new objects in the Documentum repository. And the XSL style sheets can be stored and managed as objects in the Documentum repository as well. Documentum Content Server provides an embedded XSLT engine to transform XML components for dynamic multi-channel delivery Process Automation Documentum provides a wealth of process automation services as a part of its content platform. These services include workflow, notification, and lifecycle. All Documentum process automation services are applicable to any content object in the repository, including XML content. With the workflow technology, Documentum users can automate the process by which different individuals in the organization manipulate content assets. In addition, Documentum Inter-Enterprise Workflow Services (IWS) is an add-on product that extends process automation beyond the firewalls of a single corporation by enabling seamless integration of partners and agencies. Documentum Inter-Enterprise Workflow Services can use messages in XML format to coordinate workflows and lifecycles and to exchange documents between companies Additionally, IWS can be used to integrate Documentum processes such as workflow with other business process management (BPM) and enterprise application integration (EAI) systems from vendors such as TIBCO, webMethods, IBM, and Staffware. Documentum IWS technology leverages either a generic XML format for interchange with other systems or a standard message format using the XML specifications of B2Bi standards such as ebXML, RIXML, NewsML, or RosettaNet. Notification technology informs users specified in the workflow whether they are internal or external users about a new task they are to perform with a certain content asset. This notification is typically conducted via e-mail and Documentum provides seamless integration with common e-mail clients to facilitate an easy-to-use execution of any task. The lifecycle technology helps users manage content assets over their entire lifecycle from content creation, testing, and editing, to reviewing, approving, staging, delivering, and archiving. The lifecycle management can be used either together with workflow or independently. Additionally, all Documentum process automation technology can handle processes with mixed content types. For example a workflow can be combining XML documents with rich media images and business documents in Word. Documentum is the only vendor providing both workflow and lifecycle management with this level of flexibility. Developer Services Documentum provides a rich set of developer services for building any customization or application using XML. The custom applications can be developed running on the end user desktops, on Content Server, or on an application server. Documentum fully embraces the J2EE and COM (.NET) environments and provides support for all Documentum Technical White Paper Native XML Management 12 common application servers, including BEA WebLogic, IBM WebSphere, Sun ONE, Oracle 9i Application Server, or ATG Dynamo. The Documentum Application Programming Interface (API) provides access to content services for applications on several layers, from the lowest level of API provided by the Documentum Foundation Classes (DFC), to Web Development Kit (WDK) for development of Web applications using prepackaged components, all the way to Portlets that expose Documentum content management functionality through the portals of leading vendors including BEA, Plumtree, SAP, Oracle, Sun, and TIBCO. Web Development Kit facilitates the development of Web applications by providing a set of pre-coded and pre-tested software components. The developers can simply use these components to accelerate their own application development efforts. All XML management functionality in Documentum is fully exposed through the Documentum API, including DFC calls as well as DQL and XDQL queries. XML Content Delivery Putting XML content to use depends on your ability to deliver it to applications that can take advantage of the XML benefits. Through delivery, any number of applications can repurpose the content for various uses when the same XML components are being used and reformatted to fuel applications with content. Dynamic Assembly To support creation and delivery of dynamic content, Documentum supports dynamic assembly functionality that provides the capability to assemble XML documents from components, transform them using XSLT, and deliver them to the end user applications. With Documentum Site Delivery Services, XML content can also be delivered to multiple Web sites. Alternatively, XML content can also be pushed directly to a Web site and an application server can be used to transform the content. Documentum also supports the ability to dynamically generate XML documents using XDQL with the benefit of having dynamic content that is statically delivered for better performance. The XSLT engine performs the transformation in the same way as described above. The XSLT engine retrieves the requested XML components and applies the XSL style sheet to create the final output. The final document can be used either directly by the end user applications accessing the Documentum repository over the corporate networks, or it can be pushed out to Web servers or portals for delivery over the Internet. Web Delivery Delivering XML content via the Web is one of the common uses of Documentums XML management capabilities. Using XSL transformation to convert XML to HTML, Documentum can dynamically assemble HTML pages that leverage XML documents stored in the Documentum repository. The assembly of XML components and the subsequent transformation can be performed directly by the Documentum content management platform. Using Site Delivery Services, the resulting document in HTML can then be directly pushed to a single Web server or a distributed farm of Web servers all at the same time or asynchronously. Alternatively, an application server can perform the XML content assembly or transformation. Documentum supports integration with all common application servers such as BEA WebLogic and IBM WebSphere. A Documentum Content Services product for each application server provides the integration. This integration can push the XML content from Documentum Site Caching Services to the application server that will take over the assembly and possibly also the transformation. Finally, some environments also use a personalization server that can leverage XML components. In such a scenario, the XML components are being pushed from Site Caching Services to the personalization server, which Documentum Technical White Paper Native XML Management 13 assembles the Web pages based on personalization preferences and rules. As described above, Documentum Content Intelligence Service makes possible a high quality personalization and customization of content by adding a high degree of intelligence to the content itself. Whether they are running on a Web server, an application server, or a personalization server, Web applications can take advantage of the Documentum dynamic query language, XDQL. The XDQL queries allow the applications to dynamically retrieve the XML content components in any required way. Portal Delivery Similarly to delivering content to Web sites, Documentum facilitates the delivery of content to portals. Documentum works with the leading portal vendors including BEA Systems, Plumtree, SAP, Sun, Oracle, and TIBCO to make the Documentum platform the common content engine for their portals. In the portal delivery, content is being delivered to the portal from a Documentum repository. As in the previous section, Documentum provides the ability to dynamically assemble XML content components using XSLT in order to deliver the requested content to the portal in the required format. Additionally, Documentum offers a number of pre-packaged Portlets for various portal vendors. These portlets expose typical content management tasks and functionality so that users can access these tasks directly from their portal user interface. The integration between the portal and the Documentum Content Server is provided through a portal adapter that embeds Portlets into the vendor-specific environment of a particular portal. The portal adapter is developed using the Portal Integration Kit by Documentum. Delivery to Handheld Devices Delivering content to handheld devices requires two specific tasks. The first task is to assemble the content and put it into the right format. The second task is to physically deliver the content to the specific device. Documentum XML content management capabilities are perfectly suited for the first task. Documentum provides the capability to assemble XML content components into a requested page and transform the content into the required format using XSLT. This way, the content can be delivered in any content format to support mobile devices WML, cHTML, XHTML, etc. Additionally, XSLT can be used to transform the content form-factor, to accommodate the varying screen sizes and graphical capabilities of mobile devices. This way, the same dynamically assembled page can be formatted for the color graphical screen of a PDA or for a small, text-only screen of a cellular phone. As for the second task physical delivery of content to the specific wireless devices this is a task for solutions specialized in delivering content to mobile devices. Thanks to the XML standard, virtually any wireless application can consume content provided by Documentum. The applications can identify the type of device, its screen size, and its capabilities to request the content from Documentum using the appropriate format and form-factor. Then these solutions push the dynamically assembled and formatted content to the mobile device, leveraging the powerful XML content management capabilities of Documentum. XML Content Archiving XML content, like any other content type, needs to be managed beyond its active life. After XML content is updated becomes obsolete, the content will be archived or disposed of. Archival typically involves automated processes that determine the conditions under which an XML content asset is to be archived. For example, a business rule could state that any XML document that has not been updated for two years should be automatically removed from an expensive high-speed storage system to a much less expensive final form storage facility. Documentum users can easily apply the content lifecycle management capabilities that can change the physical location of an XML document with a change of lifecycle stage (for example, from activeto archived). Disposal of content can occur based on similar type of rules. Documentum Technical White Paper Native XML Management 14 Closely related to archival is records management. Like many other Documentum functions, records management too is applicable to any type of content. Unlike archival, which occurs at the end of the content lifecycle, a record can be generated from an XML document at any stage of its lifecycle for example, after an approval, or at the time of delivery to a business partner. Records are typically subject to a retention period during which the record cannot be modified under any circumstances. This retention period results frequently from regulatory requirements or from needs to comply with rules of corporate governance. Documentum Records Manager is a leading solution for records management, able to create, manage, and dispose of records from any type of content stored in the Documentum repository, including XML. Content archival and records management often require integration with specialized storage systems such as optical laser disks, tape libraries, JBOD (Just a Bunch of Disks), RAID (Redundant Array of Inexpensive Disks), NAS (Network Attached Storage), SAN (Storage Area Networks), or CAS (Content Addressed Storage). One of the strengths of the Documentum ECM platform is wide support of such storage systems resulting from a very agnostic view of storage. For that reason, Documentum customers can choose the storage infrastructure of choice, knowing that Documentum will be able to take advantage of it. And as always, XML content benefits from the agnostic storage support in Documentum the same way as any other content type. Summary Documentum and XML Documentum, the leader in enterprise content management, has truly embraced XML by providing an unmatched level of support. By not differentiating between the management of XML and the management of other content assets such as documents, Web content, and rich media, Documentum provides an unmatched set of capabilities. This set of capabilities, however, does not come at the price of a compromise. Instead, Documentum offers an incomparable set of functionality specific to XML, combined with powerful content management capabilities such as security, workflow, lifecycle, and library services common to all type of content. Indeed, Documentum is the only vendor delivering on the promise of enterprise content management by providing a single content management platform with a single repository for management of all types of content, including XML. Providing a complete solution for XML content management is just one part of the strategy for helping companies successfully apply XML capabilities in their organizations. Documentum also supports the adoption of XML across many industries by actively participating in industry organizations and initiatives. Documentum has long been a leader in supporting XML as a member of OASIS, UDDI.org, and W3C, and a founding member of XML.org, Documentum is helping to drive the advancement of XML and related applications. Documentum already has many customers taking advantage of its unmatched XML capabilities and expects its customers to continue to use and expand their use of XML across many of their applications, both for traditional enterprise document management and for their new business initiatives. By adopting XML now, Documentum customers will be able to choose from a wide range of tools to use in developing their business applications. With the increased efficiency that XML provides, products reach the market sooner, content is published on the Web in a more timely fashion, and companies solidify relationships with their partners. Together, the Documentum platform and XML technology deliver significant business benefits and tangible return on investment. Documentum Technical White Paper Native XML Management 15 About Documentum Documentum provides enterprise content management (ECM) solutions that enable organizations to unite teams, content, and associated business processes. Documentums integrated set of content, compliance, and collaboration solutions support the way people work, from initial discussion and planning through design, production, marketing, sales, service, and corporate administration. With a single platform, Documentum enables people to collaboratively create, manage, deliver, and archive the content that drives business operations, from documents and discussions to e-mail, Web pages, records, and rich media. The Documentum platform makes it possible for companies to distribute all of this content in multiple languages, across internal and external systems, applications, and user communities. As a result, Documentum customers, which include thousands of the worlds most successful organizations, harness corporate knowledge, accelerate time to market, increase customer satisfaction, enhance supply chain efficiencies, and reduce operating costs, improving their overall competitive advantage. For more information about Documentum, visit www.documentum.com or call 800.607.9546 (outside the U.S.: +1.925.600.6754). Documentum, Inc. 6801 Koll Center Parkway Pleasanton, CA 94566-7047 phone (925) 600-6800 fax (925) 600-6850 www.documentum.com © 2003 Documentum, Inc. All rights reserved. Documentum, and the corporate logo are trademarks or registered trademarks of Documentum, Inc. in the United States and throughout the world. All other company and product names are used for identification purposes only and may be trademarks of their respective owners. Documentum cannot guarantee completion of any future products or product features mentioned in this document, and no reliance should be placed on their availability. Printed in the U.S.A. 60250703V4

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