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ECB-NET Document Management  and Workflow Ole Norager Diego Bragato
Objectives  of the Project Major Goals of the project Document management Procedure Tracking Workflow Schedules to fulfill End of actual IDA for 2004
Overall Description A web portal with single sign on A centrally based dossier / document repository A workflow system FURTHER INFORMATION  ... http:// ecb . jrc . it / ecbnet /   http:// ecbnet . jrc . it :8080
The portal
The Document management
Functional organisation I A context Based Menu A set of available Actions
The actions Create Dossier View Dossier Upload Document Create Form Search Version View Access Control Lists Set Access Control Lists
The Dossiers
The dossier Types Configurable Dossier Types
The documents
The document Types Configurable Document Types
Uploading Documents
Validation Form Fields are validated with a configurable set of validation rules
Data Privacy Access Control Lists
Searching features are based on Webdav DASL Searching features are available to other software components Searching
Versioning Versioning features are based on Webdav DeltaV Versioning features are available to other software components
User Management
Document ation avail a ble New Updates of the documentation Documentation will be available together with the runtime test environment
Question & Answers
The  Technology Strategy Standard Based Architecture Standards change on a 10 year scale Open Source components Free software  We can interchange free software with proprietary implementations for better performance Full J2EE implementation All software is implemented in java, J2EE compliant and platform independent
Chosen Standards  I Application server J2EE Users management  LDAP  Document Management  WEBDAV  Searching DASL www.webdav.org/dasl/ Versioning DeltaV  www.webdav.org/deltav/
Chosen Standards  II   Workflow   JBPM  JPDL Enhydra SHARK  XPDL – WFMC FURTHER INFORMATION  ... dbr @ terma .com
The solution A Web based system A Web portal  A Web application A document server A user server
The W eb DAV Web Distributed Authoring and Versioning Protocol Multiple clients  Differentiated access according to usage Single sign on FURTHER INFORMATION  ... www. webdav . org
Easiest access to the data layer through WebDAV Windows WebDAV folders
Easy MS windows configuration Windows  Webdav  folders Configuration
Web DAV:  single sign on
The  Webdav  Browser
Webdav  The slide client
The Slide  Webdav  Servlet
Webdav access  V Office 2000 is WEBDAV compliant
LDAP access Java Clients LDAP browser Mail clients Outlook Browsers Mozilla Text based clients Ldif files
LDAP servers Openldap Windows 2000 server  Active directory Oracle LDAP Commercial  J 2EE  LDAP  services Sun One LDAP
J2EE application server Jboss Free (Less GPL license) 37% market share best performances BEA The most known  commercial application server Oracle IAS Well known within the  commission Weblogic IBM’s application server
The Workflow A workflow Engine An alarm engine  A rule engine A workflow process definition file Workflow procedures can be updated at no cost
Question & Answers
The software implementation tasks The roll out of the software The implementation phase
Tasks for the end of the development phase Roll out of the test environment (phase I) Sample Configuration of the system Dossier Types Document Types Form Types Load up of the system Sample Legacy data load up Test Users accessing the system System Administration Support
Tasks for the Implementation phase I Full Roll out of the test environment (phase II) Full Configuration of the system Load up of the system Large Scale  Test for Legacy data load up Users accessing the system System Administration Support Tuning of the test environment
Tasks for the Implementation phase II Definition of the target HW Production Environment Roll out of the Production Environment Load up of the system Full Legacy data load up Users accessing the system Tuning of the system HW / SW tuning
System Tuning Hardware tuning Optical / Network storages Server Racks  Java tuning Standard tuning available in other systems such as IDA ZOPE Software Architecture tuning Added value of the standard based approach
How we are working System integration software Maximize output Local support Transparency FURTHER INFORMATION  ... Diego Bragato dbr @ terma . com +39 0332 773983 Richard Morris rim @ terma . com   +39 0332 773982
Project  P lan The IDA phases FURTHER INFORMATION  ... dbr @ terma . com   Dec 2004 Preparatory feasibility Development Implementation Jan 2001 Jan 2003 May 2004
Project status Development phase Final A rchitecture is there We have a good set of components that are nicely working together Testing  and bug fixing Workflow  engine
Project Needs Roll out of the software Test environment Customer Validation Contract Closure
Question & Answers

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Document management and Workflow

  • 1. ECB-NET Document Management and Workflow Ole Norager Diego Bragato
  • 2. Objectives of the Project Major Goals of the project Document management Procedure Tracking Workflow Schedules to fulfill End of actual IDA for 2004
  • 3. Overall Description A web portal with single sign on A centrally based dossier / document repository A workflow system FURTHER INFORMATION ... http:// ecb . jrc . it / ecbnet / http:// ecbnet . jrc . it :8080
  • 6. Functional organisation I A context Based Menu A set of available Actions
  • 7. The actions Create Dossier View Dossier Upload Document Create Form Search Version View Access Control Lists Set Access Control Lists
  • 9. The dossier Types Configurable Dossier Types
  • 11. The document Types Configurable Document Types
  • 13. Validation Form Fields are validated with a configurable set of validation rules
  • 14. Data Privacy Access Control Lists
  • 15. Searching features are based on Webdav DASL Searching features are available to other software components Searching
  • 16. Versioning Versioning features are based on Webdav DeltaV Versioning features are available to other software components
  • 18. Document ation avail a ble New Updates of the documentation Documentation will be available together with the runtime test environment
  • 20. The Technology Strategy Standard Based Architecture Standards change on a 10 year scale Open Source components Free software We can interchange free software with proprietary implementations for better performance Full J2EE implementation All software is implemented in java, J2EE compliant and platform independent
  • 21. Chosen Standards I Application server J2EE Users management LDAP Document Management WEBDAV Searching DASL www.webdav.org/dasl/ Versioning DeltaV www.webdav.org/deltav/
  • 22. Chosen Standards II Workflow JBPM JPDL Enhydra SHARK XPDL – WFMC FURTHER INFORMATION ... dbr @ terma .com
  • 23. The solution A Web based system A Web portal A Web application A document server A user server
  • 24. The W eb DAV Web Distributed Authoring and Versioning Protocol Multiple clients Differentiated access according to usage Single sign on FURTHER INFORMATION ... www. webdav . org
  • 25. Easiest access to the data layer through WebDAV Windows WebDAV folders
  • 26. Easy MS windows configuration Windows Webdav folders Configuration
  • 27. Web DAV: single sign on
  • 28. The Webdav Browser
  • 29. Webdav The slide client
  • 30. The Slide Webdav Servlet
  • 31. Webdav access V Office 2000 is WEBDAV compliant
  • 32. LDAP access Java Clients LDAP browser Mail clients Outlook Browsers Mozilla Text based clients Ldif files
  • 33. LDAP servers Openldap Windows 2000 server Active directory Oracle LDAP Commercial J 2EE LDAP services Sun One LDAP
  • 34. J2EE application server Jboss Free (Less GPL license) 37% market share best performances BEA The most known commercial application server Oracle IAS Well known within the commission Weblogic IBM’s application server
  • 35. The Workflow A workflow Engine An alarm engine A rule engine A workflow process definition file Workflow procedures can be updated at no cost
  • 37. The software implementation tasks The roll out of the software The implementation phase
  • 38. Tasks for the end of the development phase Roll out of the test environment (phase I) Sample Configuration of the system Dossier Types Document Types Form Types Load up of the system Sample Legacy data load up Test Users accessing the system System Administration Support
  • 39. Tasks for the Implementation phase I Full Roll out of the test environment (phase II) Full Configuration of the system Load up of the system Large Scale Test for Legacy data load up Users accessing the system System Administration Support Tuning of the test environment
  • 40. Tasks for the Implementation phase II Definition of the target HW Production Environment Roll out of the Production Environment Load up of the system Full Legacy data load up Users accessing the system Tuning of the system HW / SW tuning
  • 41. System Tuning Hardware tuning Optical / Network storages Server Racks Java tuning Standard tuning available in other systems such as IDA ZOPE Software Architecture tuning Added value of the standard based approach
  • 42. How we are working System integration software Maximize output Local support Transparency FURTHER INFORMATION ... Diego Bragato dbr @ terma . com +39 0332 773983 Richard Morris rim @ terma . com +39 0332 773982
  • 43. Project P lan The IDA phases FURTHER INFORMATION ... dbr @ terma . com Dec 2004 Preparatory feasibility Development Implementation Jan 2001 Jan 2003 May 2004
  • 44. Project status Development phase Final A rchitecture is there We have a good set of components that are nicely working together Testing and bug fixing Workflow engine
  • 45. Project Needs Roll out of the software Test environment Customer Validation Contract Closure