emc documentum & captiva
DESCRIPTION
Prezentacija "EMC Documentum & Captiva" održana na ComTrade Fabrici Znanja.TRANSCRIPT
EMC Documentum & Captiva
ECM - Enterpise Content ManagementUpravljanje sadržajima preduzeda
Skup tehnologija koje se koriste za kreiranje/obuhvat, upravljanje, privremeno/trajno skladištenje i isporuku sadržaja i dokumenata vezanih za organizacione procese.
AIIM, 2005
AIIM - Association for Information and Image Management, The Enterprise Content Management Association.
ECM Magic Quadrant 2008
Source: Gartner (September 2008)
Enterprise Content Management - Components
Document Imaging
Document Management
Web Content Management
Records Management
Document-Centric Collaboration
Workflow
Source: Gartner
The Big Picture
Documentum
ECM Platform
Create / Capture Manag
e
Deliver /
Archive
Security and Audit Trails
Library Services
Versioning
Lifecycles and Workflows
Renditions and Transformations
Office Applications (MS Word)
XML Applications
CAD Applications
Scanned Images
Computer-Generated Documents (Reports)
Enterprise Applications(ERP, CRM,
etc.)
FaxCD-Rom
Publications
Wireless
Websites
Archival / Storage
Content
Context Decisions, Outcomes
Processes
ProjectsTemplates
Production SOPs
R&D Compliance
Process Portal
Online Catalog
Technical Publishing
Brand ManagementSystem
Customer Newsletter
Financial Disclosure
Documentum ECM Platform
One Unified Repository
Example Scenario: Driver's License
Application (E-Form)
Digital Picture
Digital Thumbprint
Proof ofInsurance (scan)
Issued License
RenewalNotice
Timer (Agent)
CompletenessCheck Workflow
Background Check (search)
5 Years Later…
CARSSolutions
Mktg/PublishingSolutions
CollaborativeSolutions
ComplianceSolutions
OperationalSolutions
Integration
Services
Repository
Services
Content
Services
Process
Services
The Only Unified ECM PlatformP
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EAI ECILegacy content
External contentRDBMS
ERP,CRM, etc.
Put Your Information
to Work
Optimize
Work Processes
Mitigate Risk
ReportsMessagesImagesRich MediaWebForms
Collaborative Workplaces
Business Process Automation
Compliance/
RetentionArchival
Policy Management Intelligent Storage
Legend: EAI (Enterprise Application Integration) ECI (Enterprise Content Integration)
AIS (Authoring Integration Services) BPI (Business Process Integration)
Documents
Capture/Edit Library services Transformation
Classification SearchPublishing/
Distribution
BPI
AIS
Repository Services
Advanced Security Records Manager
Retention Policy Services
Content Storage Services
Trusted Content Services
Import Manager
Trusted Content Services
Rules-based access control
Dynamic security groups
Digital shredding
Electronic signatures
Client-Server and Repository encryption
Authentication
Electronic
signatures
Secure storage
Single sign-on
Encryption
Audits
Authentication
Content Services
Content Server
SOPs
video
presentations
proposals
specifications
project plans
illustrations
detailed designs
photos
web Information
animation
emails
research
scanned documents
forms
resumes
market requirements
product requirements
fingerprints
letters
white papers
SOWs
contracts
POs
invoices
meeting notesNDA
data sheets
competitive analysis
Unstructured
Structured
MRP
ERP
OrderMgmt.
CRM
Policy
Mgmt.
Content Server
Content
Transformation
Services
Content Intelligence
Services
Content Distribution
Services
Distributed/Federated Repositories with Centralized Management
Lifecycles
Workflows
XML ComponentManagement
Version
Management
Core Services
Manage all content types Content Server provides content
repository
Library Services Check-in, Check-out
Security and access control
Version management
Lifecycles & Workflow Services
Full-text Indexing & Search
Native XML Management Relational Object Model
Globalization Full Unicode support
Scalable, Reliable & High Performance Clustering
Billion-objects benchmark
High volume processing
GlobalizationLibrary ServicesClassification
Native XMLDelivery &
DistributionTransformation
Basic Content Services
Fundamental Content Management
Major and Minor Versions
File locking to prevent overwrites
Sophisticated access model
Versioning Check in/out Access
Edit: HR
Read: World
Process Services
Business Process Management Collaborative Processes
Process Design
Process Execution
Process Design
Business Process Manager
Forms Builder
Process Connector for IDS Scheer ARIS ToolKit
Process Connector for ILOG JRules
ILM: Documentum is the ILM “Secret Sauce”
Classification
Business Rules
Metadata
Compliance
Versioning Auditing
Automated Policy-Based
Change ApproveRoute RetirePublishCreate/Capture
CONTENT LIFECYCLE
Tiered Networked Storage
Content Intelligence & Storage Services
Active Information Management
Integration Services
Integration with Desktop
Applications
Desktop Applications
Portal & App Servers
Enterprise Applications
Repositories
Integration with Desktop Applications
Application Connectors exposing Documentum functionality within desktop applications
Authoring Integration Services enables WebDAV, FTP, and SMB compliant applications to access Documentum repository and services
ECM Technologies
Imaging Invoice, Purchase
Order or Claims
Processing
Contract
Management
Employee or
Customer Records
Shipping Waybills
and Packing SlipsImaging
Converts index data into Documentum attributes
Converts batch levels to Documentum Cabinet / folder hierarchy
Triggers Documentum workflows
Exports in multiple file formats (TIFF, PDF, Word, ASCII, XML)
Can export multiple renditions to multiple repositories
Transform paper, fax, or microfilm into images
and metadata managed by EMC Documentum.
Discovery Reports Images
Rich MediaWeb Documents
Input - EMC Captiva
Input Management
Captures digital and paper content and enhances image quality
Identifies document types and extracts data
Validates data against applications
Delivers to EMC Documentum, ERP and other systems
StoreExtract
MetaData
Author
Date
From
Subject
Customer
Capture Identify Validate
• Ensure document management and
compliance processes
• Improve data accuracy and reduce
manual errors
Reduce costs
Reduce risk
Intelligent Capture Benefits
Improve
productivity
• Eliminate manual tasks and increase
parallel tasks
• Leverage automation to speed
processing
• Reduce labor costs
• Reduce shipping costs
EMC Captiva Intelligent Capture
Invoice Number Vendor Name Purchase Date Subtotal Grand Total Payment Terms
• 10010
• Acme Products
• 30 January 2008
• $ 6,014.81
• $ 6,025.88
• Net 30 Days
Capture Classify Extract Validate DeliverCapture Classify Extract Validate Deliver
Capture
documents from
central and
distributed
locations
Automatically
identify, organize,
and route
different
document types
Index or extract
business-critical
data based on
the document
type
Ensure data accuracy
using business rules,
database lookups, and
manual correction
Deliver images and
data to EMC
Documentum,
ECM, BPM, or
other systems
Captiva Platform Architecture
Captiva Platform
• Provide desktop through enterprise capture
• Grow as your capture or business needs change
• Processes user-defined units that move through the system independently
• Scales across multiple servers for high volume and high availability capture
Export Repository/
Business Systems
InputAccel Servers
ImageEnhancement Recognition Index/Validate
ImageEnhancement
Recognition Index/Validate
ImageEnhancement
Recognition Index/Validate
ImageEnhancement
Recognition Index/ValidateScan
Application Monitoring and Reporting
Capture - InputAccel Scan Module
Capture - InputAccel Image Enhancement
Automatically Classify Documents
• Invoice Number
• Vendor Name
• Purchase Date
• Subtotal
• Grand Total
• Payment Terms
• 10010
• Acme Products
• 30 January 2008
• $ 6,014.81
• $ 6,025.88
• Net 30 Days
Capture Classify Extract Validate Deliver
Enable capture of all documents throughout the organization
– Identify document types based on graphic and text characteristics
– Route documents to appropriate business processes or departments
Reduce costs of preparing documents for capture– Eliminate need for document separators and barcodes
– Improve capture of multiple document types and multi-page documents
Classified Documents
TaxReturns
Contracts
Claims
AppsForms
Quotes
• Invoice Number
• Vendor Name
• Purchase Date
• Subtotal
• Grand Total
• Payment Terms
• 10010
• Acme Products
• 30 January 2008
• $ 6,014.81
• $ 6,025.88
• Net 30 Days
Capture Classify Extract Validate Deliver
Identify and Organize Documents
Doc Set 4
Doc Set 2
Doc Set 3
Patient Folder
0045670
Doc Set 1
Patient Folder
0045128• Automatically organize
documents without separator sheets or barcodes
• Organize documents in multiple levels (page, document, folder, etc.)
• Speed processing and eliminate manual processing
• Invoice Number
• Vendor Name
• Purchase Date
• Subtotal
• Grand Total
• Payment Terms
• 10010
• Acme Products
• 30 January 2008
• $ 6,014.81
• $ 6,025.88
• Net 30 Days
Capture Classify Extract Validate Deliver
Ensuring Accuracy Through Data Validation
Invoice #
PO Number
Total
102214
98003278
$7,206.50
• Automatic extraction of machine-printed and hand-printed text from documents
• Data extracted using both zonal regions and intelligent freeform extraction rules
• Invoice Number
• Vendor Name
• Purchase Date
• Subtotal
• Grand Total
• Payment Terms
• 10010
• Acme Products
• 30 January 2008
• $ 6,014.81
• $ 6,025.88
• Net 30 Days
Capture Classify Extract Validate Deliver
Invoice #
PO Number
Total
102214
98003278
$7,206.50
Ensuring Accuracy Through Data Validation
• Validate automatically against data sources, business rules, and applications
• Manual validation to inspect errors or to enable data correction
• Maximizes data accuracy before delivery to business systems
Vendordatabase
Index - InputAccel Index Module
Other Systems
Deliver to Repositories and Business Processes
• Dynamically control where documents get delivered
• Assign index values to attributes in content management systems
• Control user permissions to exported documents
• Initiate workflows based on document type and index values
IBM
• Invoice Number
• Vendor Name
• Purchase Date
• Subtotal
• Grand Total
• Payment Terms
• 10010
• Acme Products
• 30 January 2008
• $ 6,014.81
• $ 6,025.88
• Net 30 Days
Capture Classify Extract Validate Deliver
ELECTRONIC PROCESS
Accelerating Document Processing
Paper
Received
CapturePAPER-BASED PROCESS
ELECTRONIC PROCESS
Accelerating Document Processing
Paper
Received
PAPER-BASED PROCESS CaptureCapture
• Capture documents sooner
• Transform documents into usable business data
• Simplify the integration between capture and business process
Benefits of Intelligent Capture
• Reduce operating costs—automate document preparation, data entry, etc.
• Reduce paper costs—lost, duplicated, shipped, handled, filed, etc.
• Improve the quality of the information that is driving your critical business processes
• Accelerate business processes—immediate access to all information and supporting documentation
• Stronger compliance control—enforced electronic retention and redundancy
• Accelerate time to value and realize a complete return on investment
EMC Documentum IRM is real-time security, control, and audit history of sensitive data usage wherever it resides, throughout its complete lifecycle:
MS-Office Documents
Adobe Acrobat PDF Documents
What is Information Rights Management (IRM)?
OFFLINE
Rights Control
EDIT
COPY
VIEW
EXPIRE
AUDIT
“Remote Control” allows instant response to events and changing security conditions:
Employee changes
Partner relationships and roles
Version control to correct critical errors
Laptop or storage media loss
• A document policy defines:– Who can view
– What pages can be viewed (PDF only)
– When it can be viewed
– Automatic expiration
– If Select Text or Edit is allowed
– If printing is allowed
– If guest access is allowed
– If offline viewing is allowed
– Watermark on page
• Choose policy template for document classification enforcement or create ad-hoc policy.
‚
Rights Enforcement by Policy
Client Interface Tools
Content Repository Layer: The Repository
• The Documentum repository:
– Stores content on a file storage system
– Stores properties in a RelationalDatabase ManagementSystem (RDBMS)
– Resides on a UNIX, Linux,or Windows server
Repository
File Storage
System
Database
Services Layer: The Content Server
• The Content Server is a service thatmanages the repository
– The repository can only beaccessed via the ContentServer service
– Supports client-server andweb-based applications
Content Server
Repository
File Storage
System
Database
• Electronic Documents Management, Workflow
• Business Process Management, Integration
• Portals
• Digital Asset Management
• Project Management, Team Collaboration
• Reports Archiving
• Databases Archiving
• Information Rights Management
• Services for MS SharePoint
Opportunities
SpinnTop - podrška kancelarijskom poslovanju
• Predmeti
• Signiranje
• Klasifikacija (predmeta i dokumenata)
• Pisarnica (ulazna i izlazna pošta, skeniranje, indeksiranje, dodeljivanje, zavođenje)
• Skeniranje (u predmet, folder)
• Šifarnici (poslovni partneri, fizičke lokacije dokumenata u arhivi...)
• Automatsko numerisanje (zavodni brojevi, brojači)
• Automatsko nasledjivanje atributa
• Overa dokumenata
• Mehanizam izveštavanja (knjige odluka, knjige ulazne i izlazne pošte)
• Fizička lokacija dokumenata i predmeta u arhivi i izdavanje iz arhive
• Automatska AV zaštita
• Konverzija formata (doc, docx u pdf, pdf/a, html...)
• Pogledi (knjiga odluka)
• Lokalizacija
www.spinnaker-nt.com