IBM FileNet ECM Roadmap

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ECM Roadmap Agile ECM Kenny Crum

AIIM ECM Survey: 2008 More than 50% have no confidence in the integrity of their information Risk Control Paper Simple Greater simplicity and consistency for end users needed Everyone needs access to information Volume & impact of paper is overwhelming Source: AIIM “State of the Industry,” March 4, 2008

IBM Agile ECM helps companies make better decisions faster by: Managing all forms of content Optimizing associated business processes Enabling compliance through an integrated information infrastructure IBM Agile ECM empowering better decisions faster

IBM Agile ECM Product Strategy & Vision Guiding Principles Active Content Deliver information that is unified, accurate and in context with critical business processes and policy management. 1 Business Agility Provide the right information to the right constituents at the right time in the right context to enable better decisions faster . 2 Enterprise Compliance Manage risk and automate compliance with records management, legal discovery and intelligent content archiving. 3 Content Anywhere Manage content anywhere without requiring content migration. 4 Pervasive and Persuasive Access, collaborate, and influence business decisions in new ways, making content a first-class source of decision-making insight 5

IBM Agile ECM Product Strategy Active Content Enterprise Compliance Business Agility Pervasive Persuasive Content Anywhere

IBM Agile ECM empowering better decisions faster

Content Management Business Content Services Transactional Content Document Management Content Integration & Federation IBM Filenet P8 4.5 Content Manager New! DITA XML support Office 2007 integration Quickr integration IBM Content Manager 8.4.1 IBM Content Manager On Demand 8.4.1 New! Active Content support Lotus Quickr integration

Office 2007 Features - Initial release Add documents via Entry Templates Add Emails as .Msg files Send email with P8 attachments (reference/copy) Check In/ Check Out/ Cancel Checkout Property updates Basic Search Recent Documents List Favorites Add Folders Workplace XT aware Preferences managed by P8 server Single Sign On – Kerberos

Announced 9/10/08: Content Management Interoperability Services (CMIS) EMC, IBM AND MICROSOFT JOINTLY CREATE FIRST WEB SERVICES INTERFACE SPECIFICATION FOR GREATER INTEROPERABILITY OF ENTERPRISE CONTENT MANAGEMENT SYSTEMS Trio joined by Alfresco, OpenText, Oracle, and SAP in Development of The Content Management Interoperability Services (CMIS) Specification

Content-centric Business Process Management Design Simulate Execute Optimize Monitor IBM Filenet P8 4.5 Business Process Manager New! Composite Application support CM8 Integration

FileNet BPM 4.5 Suite Execute Manage Build Process Engine Content Engine Process Analyzer BAM Process Tracker BPM Admin eForms Process Designer Process Simulator Process Analyzer Visio Connector Agile ECM Frameworks Agile ECM Frameworks eForms

Key Business Goals for BPM 4.5 (“Sonata”) Improved Process Design experience Shorten the time to build & deploy ECM applications Increase the “Line of Business” appeal An extensible platform with more frequent delivery of new service components

“ Agile ECM” in P8 4.5 Realize time to value by accelerating the delivery of ECM and BPM solutions Provide end-to-end ECM and BPM solutions across application development stages for multiple roles Why: product objective What: product features Provide “Document and Diagram Mode” for business analysts Enable better collaboration between business & IT users to deliver solutions Leverage Web 2.0 Mashups & widgets for faster application layout Decrease cost & effort of developing ECM and BPM solutions Consolidate tools & add configura-tion features in Process Designer Minimize steps and tools required to create and update solutions Diagram & Document Review & Refine Annotate Diagram Document Steps Diagram Define In-baskets Define Roles Review Needs Complete & Validate Simulate Validate Configure Test & Deploy Deploy Code Test Business User Business Analyst IT Developer

IBM Agile ECM Frameworks empowering better decisions faster Model-driven Component-based iWidgets Mashups Services oriented

Approach Design Time FileNet Process Designer - Define processes, roles, in-baskets, associate Mashup pages with roles and process steps Lotus Mashups - create pages for end-user interface Run Time User logs into Lotus Mashup Maker to view and process work

Step Processor Widgets UI design in progress Document Viewer Step Completion Attachments Work Data Header

ECM Toolbar Widget – Send Wiring

Process Engine Enhancements - Overview Roles Objectives Functionality In-Baskets Objectives In-basket components Putting it all together – the database query Example in-basket query Application Space Objectives Functionality

Compliance Content Collection & Archiving Advanced Classification Records Management eDiscovery, Search & Analytics IBM Content Collector New! Extensible content support Powerful content processing Integrated ECM repository options IBM eDiscovery Manager Create and manage discovery cases IBM eDiscovery Analyzer Assess and refine case collections New!

ECM Platform Content Collection & Archiving Records Management & Federation eDiscovery Management & Analysis Advanced Classification Partner Solutions Information Infrastructure Content Compliance Lifecycle IBM Strategy for Enterprise Content Compliance & Discovery

IBM Content Collection and Archiving Architecture Modular and Extensible … Powered By New Task Routing Policy & Task Routing Engine IBM NATIVE FileNet P8 CM8 FileNet Image Services Tivoli Storage Manager CUSTOM / OTHER Microsoft File System IBM Content Integrator CMIS MESSAGING / E-MAIL Microsoft Exchange Lotus Domino PST content Instant Messaging (3rd party) NSF content FILE SYSTEMS Microsoft File System Desktops Other File Systems OTHER Microsoft SharePoint Lotus Quickr IBM Content Integrator CMIS Tivoli Storage Manager Backup Tapes CUSTOM API Support INTERNAL TASKS Copy / Move / Delete / Stub De-Duplication Rules-Based Classification EXTERNAL TASKS Records Declaration Advanced Classification Rendering (3rd party) CUSTOM TASKS API Support / Partner Apps Encryption System Lookups 3rd Party Rules / Policy Mgt Source Connectors 1 2 3 Task Connectors Target Connectors Available now Future options

What is Basic Content Services (BCS)? Source: Gartner PCC Conference March, 2007

BCS and ECM Together Source: Gartner PCC Conference March, 2007

Microsoft SharePoint integration Integration consists of 2 separate installable packages IBM FileNet Connector for SharePoint Document Libraries V2.1 IBM FileNet Connector for SharePoint Web Parts V2.1

Web Parts SharePoint What is it?: Collection of Web Parts which allow end users to interact with documents in FileNet P8 directly from the SharePoint browser UI Why?: Merges basic document management capabilities with the Microsoft collaborative user experience Real-time access of P8 content from SharePoint – For example, captured images from other line of business applications which are not integrated with SharePoint. Capabilities: View/Browse/Search Check in/out Upload document Edit Edit properties Delete Personal Inbox (workflow tasks) P8 Use Scenario #2 Supports: WSS 3.0 MOSS 2007 IBM FileNet P8 4.0

SharePoint P8 IBM FileNet Connector for SharePoint Document Libraries V2.1 What is it?: SharePoint is the initial authoring environment for content, however content will ultimately be swept into and accessed from the IBM FileNet P8 repository. Why?: Provides basic content services and collaboration, but customers need a secure and centrally managed repository which will ensure corporate accountability Businesses need to store their high value content in a central repository, however provide a seamless and automated way for content to transition into an ECM repository Capabilities : SharePoint-created content is moved into and managed by the ECM repository; and deleted from SharePoint Retention of created-by, modified-by metadata “ Sweeping" of pre-existing SharePoint site content Automatic SharePoint child site discovery Central Configuration Utility with common repository Supports: WSS 3.0 MOSS 2007 IBM FileNet P8 4.0 Use Scenario #1

Connector flow diagram MOSS2007 and Windows SharePoint Services Team Site SharePoint Portal UI (Web Parts) Browse P8 docs Work on P8 tasks Search P8 Docs… Document Library Other Web Parts for P8 DocClass FilePlan BPM Content Manager, BPM & Records Manager Transformation Engine Central Configuration Utility Monitors MOSS07 Libraries Applies Rules and Profiles

Market & Customer Trends Worldwide ECM Market Forecast essential 15% CAGR to 2008 $3.9B 15% Business Process Management Growth Outpaces Overall Software Market 44% Email/Archiving 8% Document Management 8% Imaging 27% Records Management

Email Market is Evolving on Two Fronts Email Archive Point Solutions Easier to Deploy and Maintain Simple Archive Rules Simple Retention Rules Another Repository Silo Evolving to Integrated Content Archiving ECM Based Solutions Platform for Integrated Content Archiving Context and Archive Rules Comprehensive Retention, Hold and Destruction using full Records Management Business Process Integration Single Repository for All Archived Document Types Characteristics of Both Archive Email and More Mailbox Management Support Legal Discovery Email Supervision Many organizations already planning to federate or migrate email point solutions into a larger ECM strategy

Content Discovery Search & Access Classify & Organize Analyze & Summarize Deliver Content Insight IBM Content Analyzer Discover insight IBM Classification Module Auto-classification engine IBM OmniFind Enterprise Search IBM OmniFind Discovery Edition

IBM ECM Discovery Vision Enabling better business outcomes from enterprise content Disorganized or Lost Content Organized Content in IBM ECM repositories Insightful Content visibility & business insight Content Access IBM OmniFind Search Content Classification IBM Classification Module From Chaos to Order New Visibility & Insight Search & Analytics Solutions IBM Content Analyzer IBM eDiscovery Manager IBM eDiscovery Analyzer

The IBM eDiscovery Best Practices Solution eDiscovery Manager Tool for authorized IT users to help respond to discovery requests from legal Replaces and extends former eMail Search product; now runs on P8 and CM8 Provides key functions for IT response to eDiscovery: Creating cases, user profiles, assigning users to cases Managing ESI in place for multiple cases Searching and culling case relevant ESI Holding and locking down the result set automatically Preview for relevancy Built-in change audit tracking, reporting authenticity and chain of custody Exporting result set in native format for detailed attorney review Built on and integrated with ECM platform to leverage proactive ESI management

The IBM eDiscovery Best Practices Solution eDiscovery Analyzer IBM eDiscovery Analyzer* – early case assessment and smart culling to increase agility and lower review cost Tool for legal analysts and supporting specialists: Quickly reduce case matter to a much smaller and relevant data set Gain early insight into a case, understand key facts, locate key pieces of evidence, and form early case strategies Flag, organize and prioritize documents for review Gain a clear view of available case matter to effectively negotiate queries and term lists during Meet and Confer Preserve chain of custody to ensure security, audit ability, and defensibility Integrates with and analyzes cases created by eDiscovery Manager *IBM Confidential – unannounced product details

2009 Product Plan - Driving Themes Expand IBM Leadership in Compliance and Discovery Offerings Deliver exclusive management of the complete content compliance lifecycle Drive new insight and business optimization through discovery offerings Deliver the industry’s most robust, comprehensive ECM platform Fortify and simplify our ECM foundations Facilitate efficient, cost effective customer upgrades Deliver compelling value to our existing installed bases Evolve portfolio into an “Agile ECM” platform Build nextgen application framework serving our entire portfolio, leveraging SWG breadth, and foster an expanded ECM developer community Accelerate adoption with industry solutions investments Expand ECM to everyone in the organization Deliver business content services, desktop integration and document management capabilities differentiated value over and above Microsoft Leverage cross-IBM strengths and customer bases

P8 4.x Upgrade Why move to P8 4. x Will my P8 3.5.x applications work? Best Practices for Upgrades

Why Move to P8 4.x? Improved Architecture 1

Reason 1: Architectural Improvements COM-based CE Requires Windows domain GCD resides on CE Separate CFS-IS engine CE, PE authenticate separately PE supports vertical scaling only CE file store service not farmable Java-based CE No domain requirement GCD moved to DB CFS-IS built into server Single LDAP interface PE adds support for horizontal scaling via farms Full core-CE horizontal scalability P8 3.5.x P8 4.x

Why Move to P8 4.x? Improved Architecture 1 2 Platform Independence

Reason 2: Platform Independence Operating Systems Solaris AIX HP-UX (HP9000 and HP Integrity) Linux (CE and AE) Windows System z on Linux – P8 4.5 Databases MS SQL Oracle DB2 You can mix and match in an environment!

Platform Independence (continued) Application Servers IBM WebSphere BEA WebLogic JBoss Directory Servers MS Active Directory IBM Directory Server Novell eDirectory Sun Java Directory Server MS ADAM Oracle Internet Directory (Q2 2009)

Why Move to P8 4.x? Improved Architecture 1 2 3 Platform Independence Flexibility and Scalability

Reason 3: Flexibility and Scalability Content Engine & Application Engine Traditional scalability options Vertical scalability Horizontal scalability J2EE scalability Traditional horizontal and vertical options Multiple JVMs on a single server

J2EE Scalability Options – Traditional Horizontal Scalability Physical Server JVM Port 7001 Physical Server JVM Port 7001 Physical Server JVM Port 7001 Physical Server JVM Port 7001

J2EE Scalability Options – Hybrid Option Physical Server JVM 1 Port 7001 JVM 2 Port 7002 JVM 3 Port 7003 JVM 4 Port 7004

Process Engine What’s new? Server farming All servers are active! What does this mean? Servers are never idle Increased workload capacity with low-cost servers Virtually no failover time!

Why Move to P8 4.x? Improved Architecture 1 2 3 4 Platform Independence Flexibility and Scalability Performance

Reason 4: Performance Retrieval rate of approximately 8 million documents per hour Ingestion rate of approximately 6 million documents per hour Extrapolated rates Retrieval: 144 million objects over 24 hours Ingestion: 96 million objects over 24 hours Near linear growth in throughput Near linear growth in CPU utilization

Why Move to P8 4.x? Improved Architecture 1 2 3 4 Platform Independence Flexibility and Scalability Performance 5 New Capabilities and Features

Reason 5: New Capabilities and Features Integration with Office 2007 and Sharepoint Integration with Lotus Quickr New DITA support for ADM Improved Enterprise Deployments Improved Caching Enterprise Site Topology Open SSO Support

Reason 5: New Capabilities and Features Integration with WebSphere Tooling Modeler, Monitor, Process Server, WSRR Visio for process design Farming for high availability Isolated region backup & restore P8 4.5 provides Agile ECM using iWidgets Provide end-to-end ECM and BPM solutions across application development stages for multiple roles Business User Business Analyst IT Developer

Reason 5: New Capabilities and Features Improved Install/Upgrade Process Separate installation and configuration tools Version skipping Staged upgrades by component set Improved Application Deployment

Topics Why move to P8 4. x Will my P8 3.5.x applications work? Best Practices for Upgrades

Application Development Considerations P8 4.x provides several API compatibility layers which applications can continue to use Applications that do not need to utilize 4.x features require no transformation Applications that need to leverage new features of 4.x will require modification

Application Development Considerations Cont’d Existing applications which utilize Content or Process Engine 3.5.x Java APIs can take advantage of backwards compatibility provided by 4.x 3.x COM API can leverage 4.x backward compatibility but may require code changes .NET applications using COM interoperability to access P8 will no longer work with P8 4.x Be aware of event action changes

Topics Why move to P8 4.x Will my P8 3.5.x applications work? Best Practices for Upgrades

Upgrade Process: A Three Phase Approach Planning Pre-Upgrade activities Upgrade activities

Phase 1: Upgrade Planning Category 1 AE, PE and CE utilize existing hardware and no changes to existing P8 environment Category 2 Introduction of new hardware with no changes to underlying platform Category 3 Leveraging new technologies introduced with the P8 4.x release

Phase 1: Upgrade Planning Complete review of the system architecture and functionality Identification of technical resources Collect all pertinent system prerequisites and configuration info

Phase 2: Pre-Upgrade Ensure that P8 components are at the required versions Install and configure new hardware, if required Install and configure new required 3 rd -party applications Install P8 4.x core elements and validate functionality

Phase 3: Upgrade Upgrade core platform components Upgrade only after all issues on DEV and QA systems are resolved and understood Upgrade additional components, Add-on’s Have development staff review all custom applications to ensure functionality on DEV and QA systems, and implement fixes if needed

Summary Lots of new capabilities with P8 4.x Old work is easily re-used and leveraged Upgrade requires a bit of planning, but is worth the investment!

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IBM FileNet ECM Roadmap

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