open source and open standards, the future of ecm? irms conference april 2011

Candy Strategies Inc.www.candystrategies.com

Open Source and Open Standards:The Next Generation of Enterprise

Content Management?

IRMS Conference, Brighton, UKApril 2011

Cheryl McKinnonFounder/President

[email protected]@CherylMcKinnon

Monday, March 28, 2011

http://www.candystrategies.com


mailto:[email protected]


Open Standards are Essential to ECM


• Information Management professionals who are serious about digital preservation in today’s knowledge economy need to be diligent

• Preservation

• Metadata

• Interoperability

Open Standards in ECM


• How do we ensure this era of Information Overload doesn’t become the Dark Ages 2.0?

• Non-vendor controlled file formats

• Independent from operating systems or hardware platforms

• Can live outside of digital rights lockdown for appropriate preservation and educational uses

What About Preservation?


• A long way to go...but:

• PDF/A and ODF are a start

• Public sector has lead the charge in this area

• PDF/A as an ISO Standard incubated by AIIM

• Ability to mandate and encourage open standards adoption

Open Standards for Preservation


• Dublin Core

• Wide adoption for these standard metadata elements in content management and library systems

• XML

• W3C consortium

• Machine and Human Readable textual data format

Open Standards for Metadata


• CMIS (Content Management Interoperability Services)

• OASIS managed with active participation from AIIM

• OpenSocial

• Interoperability across collaboration and social network products

• “Gadget” metaphor inspired by Google

• An Open API not formal standard

Open Standards for Interoperability


Open Source is Changing the Information

Management Industry


• Definition emerged 1998 - with a new model of software development and release - Mozilla (Netscape Navigator)

• Roots back to 1980s - Free Software Foundation

• Practices rooted in development that evolved into the internet

• 1960s/70s - early example of open, participatory software development

• 1998 - Founding of Open Software Initiative

• consistent terminology, sanctioned software license agreements, definitions and practices

• http://opensource.org/

What is Open Source?


http://opensource.org

http://opensource.org

• Simply?

• A way a software developer (a vendor or a community) licenses and distributes its source code

• No charge for the software, availability of code, welcomes contributions, no restrictions on how software is used

• Variety of individual license agreements govern how it is distributed or used inside other products.

• Examples: GPL, LGPL, Apache, BSD, Eclipse, others...

What is Open Source?


http://en.wikipedia.org/wiki/Comparison_of_free_software_licenses

http://en.wikipedia.org/wiki/Comparison_of_free_software_licenses

2010 Was a Turning Point in ECM


CMIS: Vendors Playing Nicely


Original Concept as an AIIM Committee in 2006

• “Interoperable Enterprise Content Management - iECM”

• Kick off meeting - vendors, academics, end-users

Three vendors created own project

• Microsoft, EMC, IBM

• Expanded to 7 vendors

Background


• Draft specification submitted to OASIS in 2008

• Strong participation and collaboration among 19 vendors

• Final public draft in January 2010

• Ratification on May 4, 2010

Background


• Statement of Purpose

• Define a domain model that can be used by applications to work with one or more Content Management systems

• Data Model, Abstract Capabilities, Set of Bindings

• Problem of “islands of incompatible systems” making it difficult for organizations and application developers to integrate content across and among systems

CMIS: Why and What is it?


Whitepaper - CMIS, by Gilbane Group and OASIS

CMIS: Why and What?


http://www.nuxeo.com/en/content/download/876/12513/file/CMIS_Final_120109.pdf

http://www.nuxeo.com/en/content/download/876/12513/file/CMIS_Final_120109.pdf

• Use Cases for CMIS 1.0

• Collaborative Content Applications

• Portals Leveraging Content Management Repositories

• Mashups

• Content Repository Search

• http://www.oasis-open.org/committees/cmis/charter.php

CMIS: Why and What?


http://www.oasis-open.org/committees/cmis/charter.php




• Secondary Use Cases

• Content-centric Workflow and BPM

• Archival Applications

• Compound and Virtual Documents

• Electronic and Legal Discovery

CMIS: Why and What?

• Not in 1.0 Scope

• RM and Compliance

• DAM

• WCM

• Subscription and Notification


IBM/Filenet NuxeoEMC/

Documen-tum

Sharepoint Alfresco ...

CMIS Client: Portal, Scan/Capture, Content and Business Applications

Documents

Folders

Metadata

Checkin, Checkout

Versions

CRUD operations

Query : CMISQL

Renditions

Filing

Relations

REST (AtomPub) or SOAP

ACL

CMIS 1.0


• Apache “Chemistry” Emerges as Incubator for CMIS code base

• Nuxeo a co-founder in early 2009 with Day Software

• Alfresco contributes to OpenCMIS in 2010

• Active contributions ongoing by Nuxeo, Alfresco, Day, Open Text and SAP

Emergence of Chemistry Project


Removing the Stigma from “Silo”


• Finding the common ground across Content Management Repositories

• Technical Use Cases

• Federated Repositories

• Repository to Repository

• Application to Repository

• http://www.slideshare.net/pie1120/the-point-of-the-content-interoperability-services-cmis-standard

Harvesting the Content Silos


http://www.slideshare.net/pie1120/the-point-of-the-content-interoperability-services-cmis-standard








• Federated Repositories

• Ability to use and consume content across multiple repositories

• Appears to end user as one cohesive system

• Ability to build single UI to access content in across multiple repositories - entirely different ECM products



• Repository to Repository

• Publish a document from one repository to another

• Example: a document in an ECM system published to a WCM upon approval

• Manage corporate records from one centralized repository

• Access business records from multiple document repositories in one records system for consistent retention, disposition



• Application to Repository

• Use and consume managed content across other line of business applications

• ERP, CRM, case management systems, collaboration tools

• Let content flow across its natural horizontal business lifecycle



• AIIM iECM 2010

• 5 Separate ECM repositories in a federated Health Care Scenario

• Built by Laurence Hart (@piewords) and Thomas Pole (Harris Corp.)

• Repositories all hosted by vendors - US, Europe, Cloud



The Problem isn’t “Vendor Lock-in”

It’s “Content Lock-in”


• CMIS Basics

• Object Types

• Documents, Folders, Relationships, Policies

• Each object has an object identity, properties

• Objects may an access control list, a content stream or rendition

Lowest Common Denominator or Highest Common Ground?


• Versioning of Documents

• CMIS Query and Discovery Services

• Navigation Services

• Multi-Filing Services

Lowest Common Denominator or Highest Common Ground?


ECM: Platforms and Suites


• CMIS opens the door to meaningful consumption of content across business processes

• Fast Integrations

• Generic deployments of basic document management often don’t meet business requirements

• Compliance cudgel often doesn’t work

• Productivity is back on the front-burner

ECM Becomes a Platform for Content Applications


• Vendors with cohesive platforms may be able to be most creative with CMIS

• ECM vendors will need to differentiate in new ways

• Suite vendors that assembled portfolio via acquisition will take longer to take full advantage of CMIS

• Inconsistent architectures and integrations

ECM Becomes a Platform for Content Applications


• Content Management Goes Mobile

• Android CMIS Browser

• Browse CMIS repository

• View Documents

• Email Documents

• Search

• View Document Properties

http://code.google.com/p/android-cmis-browser/

ECM Becomes a Platform for Content Applications - Mobile




• Content Engine behind WCM / Portal Systems

• Drupal

• Liferay

• Nuxeo

• Alfresco

• eXo

• ....More

ECM Becomes a Platform for Content Applications - Web


• Business Process Management

• Access content stored in ECM repositories via CMIS

• BonitaSoft

ECM Becomes a Platform for Content Applications - Process


Why It Matters


Standards = Efficiency


• Line of Business and ECM Applications carry business content

• Goods and Services are bought, sold and contracted electronically

• Interoperable systems (ERP, WCM, eCommerce, BPM and Workflow, ECM) need to let electronic content move across business processes

• Reluctance to adopt basic Document Management interoperability standards is a repeat of the Rail Gauge Debates of the 1800s

Transporting the Digital Goods


How Does Open Source Help Shape the Future of

ECM?


• Organizations Can Begin their Information Management Project

• Start Testing, Prototyping without Significant Financial Investment

• Lingering Perception of the Hobbyist or Part Time Developer is Ready for the History Books

• Mature Products, Strong Vendor Support Backing

Benefits from Open Source


• Community Strength for Knowledge Sharing and Quick Responses

• Enterprise 2.0 in Action

• Organizations can Take Back Control of their Own ECM Roadmaps

• Access to code, marketplaces, module exchange with peers, partners or supply chain



• Brings ECM and Information Management to organizations of all sizes and budgets

• The Web opened the door to opportunities for new and innovative companies to communicate and do business globally

• Democratization of opportunity means Democratization of risk

• ECM no longer available to only those organizations with large IT budgets



From Information Overload to Dark Ages 2.0?

http://opensource.com/life/10/10/information-overload-dark-ages-20




Candy Strategies Inc.www.candystrategies.com

Thank YouQuestions?

IRMS Conference, Brighton, UKApril 2011

Cheryl McKinnonFounder/President

[email protected]@CherylMcKinnon






open source and open standards, the future of ecm? irms conference april 2011

Technology

open source

open api

open text

open standards areessential

cmis client

whitepaper cmis

content silos

day software