Interoperable Enterprise Content Management iECM AIIM Kick off Meeting

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					Interoperable Enterprise
   Content Management
                   iECM
             AIIM Kick-off Meeting
               Paul Fontaine DOT
               Mike Connor Adobe
      Cornelia Davis Documentum
                  Co-Chairs iECM
AIIM Introduction
 Welcome - Betsy Fanning
 The Customer View - Paul Fontaine
 Overview - Mike Connor
 Architecture Considerations - Duane Nickull
 Metadata Interoperability - Cornelia Davis
 JSR-170 for iECM - David Nuescheler
 Discussion - All
E-Gov & DOT – Paul Fontaine
 My Role
  E-Government Lead
  Working Relationships
  Experience
 iECM - Business Problem
 iECM – Interest and Support
Federal IT Spending $68B

    U.S. Federal Government spending on IT products and
   services will increase at a compound annual growth rate of
   8.5 percent, from $45.4 billion in fiscal year 2003 to $68.2
   billion in FY 2008, ... Homeland-security and e-government
   initiatives top the list of priorities.




                     Input - Federal IT Market Forecast 2004-2009
Why iECM?
Stovepipes Cripple Us!



              Collaboration    Records
                              Management


            Web                  Electronic
          Content                Publishing
         Management


                                  Forms
               Document         Management
              Management
Vertical Stovepipes



    Forms          Forms          Forms          Forms
   Grants         Grants         Grants         Grants
    Travel         Travel         Travel         Travel
   Training       Training       Training       Training
 Recruitment    Recruitment    Recruitment    Recruitment
 Procurement    Procurement    Procurement    Procurement
   Finance        Finance        Finance        Finance
 Records Mgt.   Records Mgt.   Records Mgt.   Records Mgt.
 Rulemaking     Rulemaking     Rulemaking     Rulemaking
DOT PMA E-Government
Projects
 Grants.gov
                                  QuickTime™ and a
 Business Gateway        TIFF (Uncompressed) decompressor
                            are needed to see this picture.


 Recruitment-One-Stop
 Integrated Procurement
 Records Management
 International Trade Data System
 Web Content Management
 Document Management
 Correspondence Management (CCMS)
 Rulemaking
Horizontal Stovepipes

             Recruitment


              Finance


               Grants


             Procurement


              Training
Use Case
Public Health
                Use Case Criminal Investigation
                Multiple Agencies, Multiple Departments, Multiple Records Systems – One Job




                                               Electronic Case Jacket




Written Reports




       Allways Airlines



        Carlo
        Giles
Vision – Global Information
Sharing
  Information in Motion -
  Requirements


Information   Package   Manage   Workflow   Transport   People
Intelligent Information
    Information should know how to…
      Act on itself
      Present itself
      Classify itself
      Route itself
      Protect itself
      Leverage new & existing services and standards
    Within the context of
      who’s using it
      what they are doing
      and where they are.
     The iECM Architecture &
     Services
                                    Front End
 ECM                                Processes                                     External
Systems                                                                          Processes


                    IECM Web Services / SOA Architecture
                            Process Services
                                     Search / Find

                                        Format

          Create/       Organize/       Store/          Distribute/   Archive/
          Acquire       Process        Retrieve          Publish      Destroy
                         Infrastructure / Service Bus
                              Rules / Event Management

                        Secure / Authenticate / Administer

                              Integrate / Orchestrate



                                     Back End /
                                      Desktop
                                    Applications
XMP
 Capture, share, and leverage metadata



                                     Visualization

                        Authoring                        Transformation

      XMP
             Collaboration       Meta data Repository           Publication
                                 Data Model / Services

                   Assembly                                  Staging
                                        Security


                                                                                 Data Store



                             Rules Engine

                                                                 Data Services
            Ontology
            Services                      XMP Services
                         Policy / Security
    DRAFT
iECM Architecture
   Considerations

          Architecture Kick-off
   Presentation – May 18 2005

          dnickull@adobe.com
Goals
 Discuss architecture requirements and
 concepts
 Present proposed architecture process and
 methodology
 Examine proposed architecture
 Form iECM Architecture working group
Architecture Goals
 Document Requirements as input; map to a
 reference architecture.
 Define scope and paradigm for technical
 infrastructure.
 Remain agnostic to implementation detail
 (programming language, O/S etc.).
 Define a core set of services.
 Constrain protocols and specifications to
 ensure interoperability within iECM
 environment.
Proposed Architecture
Process
Specific architecture
proposals
 Service Oriented Architecture (SOA):
   Based on web services standards.
   Use OASIS SOA Reference Model as guide.
 Facilitates multiple, concurrent implementations.
 Not reliant on any proprietary standards or
 protocols.
 Is non intrusive to existing vendor products.
 Services extend core functionality.
 Message Oriented, event driven and composable
 architecture.
OASIS SOA RM - draft
Architecture scope – phase I
IECM Service Oriented
Architecture
Core iECM Services and Patterns
 Federated Search
 Content Retrieval
 Content Management
 Security Services
Optional Services and Patterns
 Transformation
 Validation
iECM Process Management
 Process Management is outside initial scope.
 Rationale: need to define core services first before
 defining management of services.


                      POA Layer




                     SOA Layer
References
 OASIS SOA RM TC – http://www.oasis-
 open.org/committees/tc_home.php?wg_abbr
 ev=soa-rm
 AIIM iECM Announcement -
 http://www.aiim.org/article-pr.asp?ID=29666
 Architecture Working Group –
 dnickull#adobe.com (replace # with @)
Data Modeling
    Cornelia Davis
Introduction

Use Cases

Summary
Introduction: Information/Content
Management
 Information Management is achieved through a set
 of services on a body of content that enable or
 streamline business processes.
 Traditionally ECM systems have operated in a
 centralized information store and services model.
 Evolving business needs as well as the requirement
 to manage ever expanding volumes of data through
 automated means are calling for an architecture
 where both content and processes are distributed.
 Tried and true data models still apply. Files +
 metadata. Self-describing content.
Self-describing content


               Which is the corn? Open the
               can.
               What does it cost? Ask the
               clerk.
               How many calories? Ask
               Delmonte
               How does the store
               automatically manage
               inventory? You can’t
MetaData Standards and
Extensions
               Standardized
               labeling allows
               multiple vendors
               to consistently
               represent
               information to
               consumers


               Extended labeling for LOB uses

       Self-describing Content
Introduction

Use Cases

Summary
Use Case: Information
Lifecycle Management
 Management of files on the storage platform with goals of optimizing
 storage, meeting compliance objectives, etc.
    Deduplication
    Tiered storage
    Retention
    Data protection
 ILM technology sits between the storage system and applications.
 Current state of the art makes deductions based on a very limited
 set of attributes available for all files; size, create date, modify date,
 …
 A richer, yet standardized, metadata set greatly enhances the ability
 to appropriately manage an asset.
 How do we make sure the metadata exists for all content?
    “Centralized” data dictionary, schema management
    Distributed data validation
 How do we make sure that ILM appliances understand supplied
 metadata?
   Metadata in Information
   Management



   Legal                          Marketing
                  Financial




Content is categorized via metadata
 Use Case: Extra-repository ECM


                                           Authoring
            Rules Engine                   Application                          Search Service


  Schema centrally managed and
  accessible from authoring
  application
                                                                  Validation Service
Data validation and enforcement
during creation – supports full
information lifecycle management


    Metadata drive contextual and                Schema Service
    automatic search of relevant
    materials


      Full object definition supports in    Easier or automatic entry
      line external evaluation              into repository                                      Data Dictionary
                                                                                 Repository
      Metadata in Information
      Management
                                               Each SLO
                                               group
                                                Compliance
                                               contains the
                                                Retain =5 yrs
    Legal
                    Financial
                                   Marketing
                                               Service
                                                Dedup = Not Allowed
                                                Protection = offsite

                                               Parameters
                                                Mission Critical
                                               Retain =1 yrs
                                               Dedup = Not Allowed
 Content is categorized via metadata           RTO / RPO = 99.99%
                                               Protection = offsite

Actions performed on information objects       Business Critical
          (including metadata)                 Retain = use Corp def’n
                                               Dedup = Allowed
                                               Protection = backup
Interoperable Enterprise
Content Management




Source: AIIM IECM Proposal (Paul Fontaine, FAA and Mike Connor, Adobe)
Interoperability – a start…

                                          Web
                                         Service
                                                           Decoupled Services
             Web
            Service
                              SOAP
                           <Envelope>
                  SOAP                             Application
             <Envelope>
                           </Envelope>


             </Envelope>

                           Application
   Web
  Service
Interoperability – … continued
                                                            Decoupled Services
                                                                      AND
                                          Web
             Web                         Service
            Service
                                                                 Decoupled DATA
                              SOAP
                           <Envelope>
                  SOAP                             Application
             <Envelope>
                           </Envelope>


             </Envelope>

                           Application
   Web
  Service
iECM and Intelligent Authoring
Constructing proof of concept
   Included in Interoperable ECM talk: Momentum Barcelona
   May 23-26
   Expanded at Momentum Las Vegas, October
   Press Release
   AIIM IECM committee
Adobe’s Extensible Metadata Platform (XMP)
   “The eXtensible Metadata Platform is Adobe’s description
   format for network publishing. This new framework is an
   electronic labeling system for files and components of files,
   designed so that computers can read and understand the
   labels, and populate the information automatically into the
   right fields in databases, respond to software agents, or
   interface to intelligent manufacturing lines, just to name a few
   of the implications.” (XMP whitepaper)
   Standardizes an XML format for metadata
   Packages metadata with file contents
iECM and Intelligent Authoring
(cont)
Demo flow:
   User creates new InDesign document
   User provides base metadata values (departmental
   affiliation, document type and customer)
   Departmental affiliation and document type determine
   additional schema elements
   Data validation
   An image is pulled into the document
        Comes from public library
        Includes embedded metadata including IPR values
   Metadata from image is absorbed by containing document
   Metadata from containing document is propagated down to
   the image file
   Transparent or one-click ECM check-in
   ILM processing (categorization and actions)
Introduction

Use Cases

Summary
Enterprise Content
Management is Changing
 It’s an evolution.

 Becoming more distributed
 Becoming ILM

 The need for cross application data use is driving a
 fundamental architectural change that is pushing
 some functionality down into infrastructure.
      in particular, the metadata functions.
Introduction to JSR-170 for
                     iECM

             David Nuescheler
What is JSR-170?



„ The API should be a standard,
  implementation independent,
  way to access content bi-
  directionally on a granular level
  within a content repository. “

              http://www.jcp.org/en/jsr/detail?id=170
Challenges: State of the Enterprise
Isolated Content, Proprietary Repositories




        Application   Application   Application   Application
             A             B             C             D


           API A        API B         API C         API D



         Repository   Repository    Repository    Repository
             A            B             C             D
Challenges: Standard API for
Content Repositories (JSR-170)
 One API removes the Silos

    Application A   Application B     Application C   Application D




        API A          API Standard
                           B          API C
                                        API              API D




     Repository A   Repository B      Repository C    Repository D
Solution: Content Repository Extreme
The only production JSR 170 product


  Consolidation, Single Repository

      Application A   Application B     Application C   Application D




         API A           API Standard
                             B          API C
                                          API              API D




      Repository A    Repository B      Repository C    Repository D

                      Content Repository
                         Infastructure
  Industry Standard
JSR 170: Content Repository for JavaTM technology API




Specification Lead
David Nuescheler, Day Software, Inc.

Expert Group
Apache Software Foundation      Art Technology Group Inc.(ATG)   BEA Systems
Day Software, Inc.              Documentum, Inc.                 Filenet Corporation
Fujitsu Limited                 Hewlett-Packard                  Hummingbird Ltd.
IBM                             Macromedia, Inc.                 Mediasurface Ltd.
Myers, James D.                 Novell, Inc.                     Oracle
SAP AG                          SAS Institute Inc.               Software AG
Stellent, Inc.                  Sun Microsystems, Inc.           Venetica Corporation
Vignette
Java Standardization
Specification to be finalized by H1/2005
Reached “Proposed Final Draft” 11-feb-2005




       Current Status of Process
Outside the scope
Category (A) [Consensus unreachable / low
  priority]:

  Outside the scope of the JSR-170 Specification
  but part of every Content Repository Products
  (eg. Jackrabbit).

  No Repository Administration
    No Workspace & Nodetype Mgmt
    No Access Control & User Management
Outside the scope
Category (B):

 Outside the scope of the JSR-170
 Specification because it should be
 implemented in the Application Layer.

 JSR-170 is a Content Repository API,
 NOT a CMS API
   No Workflow, No GUI, No Languages
   No Semantic Information Model
(1) The obvious ...

        The Promise
        of ECM

                      WCM
   Java Content
    Repository
                  DM SCM
(2) Beyond obvious ...


                       DAM      RDBMS
                              Replacement …

               Directory
                                       XML
                (LDAP)     WCM       Databases
   Java Content
    Repository                                …
                       DM SCM
                                         …

“Far beyond”               Network   …
ECM…                         FS
JSR-170 and iECM
           iECM Content
               Client
             Application



              iECM

          JSR-170 to iECM
              JSR-170 API

           Enterprise Content
           Repository Server
iECM – The Technology
 iECM is an SOA environment
    Leverages existing standards work & technology
    Services layer for exchange / mgt of content

 Easy to create and manage content rich business processes
 across multiple domains
    Accelerates ECM adoption up, down & across organizations
    Reduces project costs, maintenance and risks

 Powerfully capitalizes on promise of SOA
   Move the industry into leadership role in software industry
   Opens doors to significant opportunities at project, enterprise and
   cross enterprise / industry domains
   Answers analysts– “What services do you provide & consume?”

                                  But that isn’t what’s most important to me!
Why iECM is Important
 Enables Government to Fulfill its Mission
 E-Government (Presidents Management
 Agenda)
   Citizen Centric
   Results Oriented - Efficiency and Effectiveness
   Market Driven
 iECM enables Global Information Sharing
 iECM = Information, where, when & how
 needed!
  iECM Centers of Excellence / Pilots
  Interaction with a World Wide IECM Community of Practice


Relationships
                                            Insight
Government
Industry                                  Real World
ISV’s                                     Requirements
SI’s                                      Thought Leaders
Standards                                 Real Projects
Groups                                    Interoperability
Working Groups                            Testing
                                          Best Practice
Major Project and
Program                                   Development
Managers            Market Relevance
                      Whitepapers
                      Forums
                      Conferences
iECM Roadmap
   Q2          Q3            Q4   2005         2006


        Concept Evaluation         Technical Development


 Conceive Investigate Validate Requirements Develop
                                 & Design    Run
          Information In Motion
                                 Information Application
                                 Information Application
                              Real-time information client,
                              Real-time information client,
                              secure, personal information
                              secure, personal information
                                  discovery and action
                                  discovery and action




    Case-based workflows
    Case-based workflows
 Documents & forms, driven by
 Documents & forms, driven by
 web-services and encompassing
 web-services and encompassing
     business rules, ad-hoc
     business rules, ad-hoc                                   Distributed Workflow
                                                              Distributed Workflow
            workflow
            workflow                                     Text & Multimedia information
                                                         Text & Multimedia information
•Mortgage application
•Mortgage application
•Collaborative case folders                                  to guide local & remote
                                                             to guide local & remote
•Collaborative case folders
•Criminal Investigation
•Criminal Investigation                                   personnel through workflow,
                                                          personnel through workflow,
•Benefits Management &
•Benefits Management &                                    with interactive services for
                                                           with interactive services for
 Administration
 Administration                                          Logistics, Reporting, Ordering
                                                         Logistics, Reporting, Ordering
iECM - Interoperable Enterprise Content
Management Open Standard / Open Source




                                             For Immediate Release

                            ACTIVITY INITIATED TO STANDARDIZE
                  INTEROPERABLE ENTERPRISE CONTENT MANAGEMENT (iECM)

    AIIM, the international enterprise content management standards developer announces a new standards activity. A
    service oriented architecture for Interoperable Enterprise Content Management (iECM). IECM, will address the growing
    need to interoperate and manage enterprise content related systems seamlessly across organizational and system
    boundaries.


- Christopher Baum,                         "Brand Niemann, US Federal                     Frank Gilbane, Bluebill
Research Vice President,                    CIO Council, Emerging                          Advisors and The Gilbane
Public Sector, Gartner, Inc.                Components Group                               Report
In an environment with a                    I am very pleased to see the                   "The IECM standards activity is
myriad of content management                iECM standards effort                          critical to addressing one of
systems and styles, this                    approved and launched. We                      the biggest information
standard would be the basis                 will work with the team to                     technology challenges -
for a solution“                             facilitate interoperability,                   integrating diverse applications
                                            trial pilots and education                     and the information that they
                                            across government.“                            process

 Initiators – Paul Fontaine, USDOT, Mike Connor & Duane Nickull, Adobe, Betsy Fanning AIIM
Interest & Support
 Customer Support
    Fed CIO Council
    Executive Office of the President (OMB)
    DOD, Interior, Justice, Courts
    Parliaments – EU, Switzerland, Netherlands
    Italy - CNIPA – Italian Egov, DOT
    Germany - Bund Online – eRecords
    France – MOD, Health
 Analysts
    Gartner, Gilbane
 Standards Groups
    JSR-170, C30 Committee, OASIS TC on SOA & more
 Vendor Community - Initial
    Adobe, Documentum, Microsoft, HP & more coming
Business Benefits
 Customers
    Information Sharing Infrastructure - Scalable, maintainable, agile
    Efficient automation of information centric workflows & process
    Focus budget on new business needs instead of maintenance

 ECM Vendors
    Increased Market Size – Larger / Smaller projects
    Increased Sales Opportunities – Easier to integrate & to create client solution
    Increased return on development and professional services $
    Magic Quadrant

 ECM SI’s
    More consulting projects
    Larger scale projects – Enterprise / Industry Information Sharing
    Replicable Solutions – lower risk – faster time to market

 AIIM
    Increase Business Value & Vitality of ECM
    Global program of vital importance
    PR magnet for major business and industry publications
Feasibility
 Timing - Right place, time, solution for market
   Customer interests, standards, SOA, Analysts, Enterprise
   Architectures
 Technically – not hard
 Composition of working Group
   Real business problems, projects & deadlines
 Focus – Extensibility, Core functionality – not edge
 cases
 Accelerating customer awareness and demand –
 possible legislative requirements
      iECM
Information Sharing
For The Next Decade


      Let’s
      Roll