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

Email

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

orta

ls, A

uth

orin

g E

nviro

nm

en

ts,

En

terp

rise

Ap

ps

, Pu

rpo

se

-bu

ilt Ap

ps

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

Email

What is Information Rights Management (IRM)?

OFFLINE

Rights Control

EDIT

COPY

VIEW

EXPIRE

PRINT

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