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IBM FileNet Content Manager (CM)

ECM Essentials

2007 IBM Corporation

Information Management software | Enterprise Content Management

Learning Objectives
IBM FileNet Content Manager (CM)
Definition
Business Challenges
Differentiators
Features and Benefits

2007 IBM Corporation

Information Management software | Enterprise Content Management

What is Content?

It is the information that is setting up


competitive differentiation, not specifically
products and processes. It is the information
around both these things that creates a
competitive advantage.

2007 IBM Corporation

Information Management software | Enterprise Content Management

What is Content?
Content drives business and enables better, faster
decisions
Unstructured information
Both static and dynamic
From scanned images and electronic documents to complex
forms and even rich media

Structured and semi-structured information


From emails and instant messages to electronic forms, XML
and even business process data

2007 IBM Corporation

Information Management software | Enterprise Content Management

What is Content Management?


More than document management
Diverse, growing set of content types and management required

Much more than simple storage and retrieval


Control and automate content creation, review, revision and
approval
Serve content within business processes
Work collaboratively across geographies
Declare, retain and destroy records
Control and audit access to information
Transform and deliver information through multiple channels

2007 IBM Corporation

Information Management software | Enterprise Content Management

Key Principles | Content Management


Content Management

Reuse

Access

Control

Reuse of existing content to drive efficiency


Access to the best information, across the enterprise
Control of information to ensure security, compliance

2007 IBM Corporation

Information Management software | Enterprise Content Management

Core Content Manager Capabilities


How we manage
each piece of
content through
its own unique
lifecycle and
what rules and
processes do we
enforce at each
stage in the
lifecycle

Content Manager

Lifecycle Management
Workflow & Routing
Library Services
Search

How we rapidly
find and retrieve
information
How we control
access to critical
information

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How we distribute
work and
information

Archive
Security & Access
Management

How we logically
organize and
browse
information within
the repository

How we manage
the storage and
archiving of
information

Business Challenges

ECM Essentials

2007 IBM Corporation

Information Management software | Enterprise Content Management

Why is Content Management So Critical?


80% of corporate info is unstructured
Lesser info quality damages brand
Increasingly global, 24/7 operations
Renewed interest in information
security, storage and retention
Content volumes rapidly increase

2007 IBM Corporation

the management
of information is
now paramount, as
there is no end in
sight to the
increasing volume
and velocity of
various types of
content.
Gartner, Inc.
September, 2005

Information Management software | Enterprise Content Management

Business Drivers
Productivity &
Performance

Compliance

Technology
Standardization

Process optimization

Basel II / Risk
Management

Standards support

Customer service

SEC 17a-4

Manageability

Reduction of costs

Sarbanes-Oxley

Reduction of vendors

Improved lifecycle
management

Litigation

Connectivity &
interoperability

Systems integration

Email & records

Scalability and HA/DR

2007 IBM Corporation

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Information Management software | Enterprise Content Management

Business Drivers
Productivity &
Performance

Compliance

Technology
Standardization

Process optimization

Basel II / Risk
Management

Standards support

Customer service

SEC 17a-4

Manageability

Reduction of costs

Sarbanes-Oxley

Reduction of vendors

Improved lifecycle
management

Litigation

Connectivity &
interoperability

Systems integration

Email & records

Scalability and HA/DR

2007 IBM Corporation

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Information Management software | Enterprise Content Management

Opportunities for ROI


Productivity
Active Content
Comprehensive lifecycle management

Cost Reduction
Integration with existing applications
Facile user interface

Customer Service
Integrated, automated publishing
Portal integration

Compliance
Controlled access to business information
Access tracking for audit

2007 IBM Corporation

To automate business
processes, people and
devices must have
immediate access to
structured and
unstructured data.
Human-oriented
content (which
includes wordprocessing files,
presentations and rich
media) comprises
more than 80 percent
of a company's
information stores.
Gartner, Inc.
February, 2005

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Differentiators

ECM Essentials

2007 IBM Corporation

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Information Management software | Enterprise Content Management

Competitive Differentiators
Content + process = Active Content
Out of the Box integration with IBM
FileNet P8
Storage and platform agnostic
Content Federation Services
Integration with Microsoft SharePoint
Proven scalability and performance

2007 IBM Corporation

IBM FileNet's P8
platform serves as
the company's nextgeneration
architecture, and
P8's business
process
management (BPM)
capabilities are the
key technology that
differentiates IBM
FileNet from its
competitors.
Gartner, Inc.
November, 2005

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Information Management software | Enterprise Content Management

Competitive Differentiators
Content + process = Active Content
Out of the Box integration with IBM
FileNet P8
Storage and platform agnostic
Content Federation Services
Integration with Microsoft SharePoint
Proven scalability and performance

2007 IBM Corporation

IBM FileNet's P8
platform serves as
the company's nextgeneration
architecture, and
P8's business
process
management (BPM)
capabilities are the
key technology that
differentiates IBM
FileNet from its
competitors.
Gartner, Inc.
November, 2005

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Information Management software | Enterprise Content Management

Content + Process = Active Content


Event-based
architecture
Recognizes
content related
events, initiates
automatic
responses
Eliminates latency
in business
processes

Create

Update

Demote
Promote

Approve
Change

Review &
Release

Delete

Check-in

Check-out

Email
Notification

Loan Event /
Change
Notification

Lifecycle
Policies

Lifecycle
Actions

Lifecycle
Events
Render &
Deploy

2007 IBM Corporation

Version

Update
Enterprise
Applications

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Information Management software | Enterprise Content Management

Content Federation Services


IBM FileNet P8 Enterprise Catalog Services
IBM FileNet P8 Content Federation Services
IBM FileNet P8 Remote Content
Connectors

IBM FileNet P8 Image


Repositories

2007 IBM Corporation

IBM FileNet P8
Content
Repositories

Network File
Systems

Non-IBM FileNet Imaging


and
Content Management
Repositories

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Information Management software | Enterprise Content Management

Benefits | Content Federation Services


Single master metadata model
Not federated search and retrieval

Content appears as a native IBM FileNet P8 object


Native integration for Image Services
Any federated repository acts as an object store under
IBM FileNet P8

2007 IBM Corporation

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Information Management software | Enterprise Content Management

SharePoint Integration | 3 Integration Modules


Windows SharePoint Services (WSS)
Integration, Transfer Agent
Shares content between SharePoint
and IBM FileNet P8

WSS Integration, Web Parts


Document & task management
portlets

SharePoint Portal Server (SPS),


Search Integration
Protocol Handler
Scheduled synchronization between
SPS and IBM FileNet P8 or Content
Services
2007 IBM Corporation

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Information Management software | Enterprise Content Management

SharePoint Integration | 3 Integration Modules


Windows SharePoint Services (WSS)
Integration, Transfer Agent
Shares content between SharePoint
and IBM FileNet P8

WSS Integration, Web Parts


Document & task management
portlets

SharePoint Portal Server (SPS),


Search Integration
Protocol Handler
Scheduled synchronization between
SPS and IBM FileNet P8 or Content
Services
2007 IBM Corporation

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Information Management software | Enterprise Content Management

Office 2007 Integration Under Review


Office/SharePoint collaboration with IBM FileNet
Content Manager
Middleware to support non-Microsoft platforms and
storage options
IBM FileNet can serve non- Microsoft content
IBM FileNet can store Office 12 content

WWF integration into IBM FileNet Business Process


Management
Coordination with non- Microsoft process management
solutions

Office 12 Records Management with IBM FileNet


DOD-certified Records Management
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Features and Benefits

ECM Essentials

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Information Management software | Enterprise Content Management

Business Benefits
Enhance Productivity
Active Content
Comprehensive lifecycle management

Reduce Costs
Integration with desktop applications and WebDAV
support
Easy to use, fully customizable user interface

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Information Management software | Enterprise Content Management

Business Benefits
Improve Customer Service
Integrated and automated content publishing
Portal integration

Support Security and Compliance


Document security and access management
Comprehensive auditing and tracking

2007 IBM Corporation

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Information Management software | Enterprise Content Management

Key ECM Capabilities Address Business


Drivers
IBM FileNet Content Manager

Reuse

Productivity

Access

Customer Service

Control

Compliance

Cost Reduction

2007 IBM Corporation

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Information Management software | Enterprise Content Management

Enhance Productivity
Features

Customer Benefits

Event-driven
architecture and
Active Content

Permits immediate reactions to


business events and enables driving
activities to completion

Out of the Box


Workflow
capabilities

Streamlines approval processes and


reduces time-to-market

Comprehensive
lifecycle
management

Library Services support better, faster


decisions

2007 IBM Corporation

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Information Management software | Enterprise Content Management

Enhance Productivity
Features

Customer Benefits

Document entry
wizards

Efficient addition and management of


new content

Subscriptions and
notifications

Enables customers to subscribe to


and receive notifications of changes
to content

2007 IBM Corporation

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Information Management software | Enterprise Content Management

Reduce Costs
Features
Integration with
desktop applications
and WebDAV support
Highly flexible
integration
architecture
Standards-based
architecture
Easy to use, fully
customizable UI

2007 IBM Corporation

Customer Benefits
Allows users to remain in common
desktop productivity applications for
nearly all of the document management
needs
Integrates enterprise applications in
business processes
Integration with other enterprise
applications for open architecture
Speeds deployment and lessens training
burden

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Information Management software | Enterprise Content Management

Improve Customer Service


Features

Customer Benefits

Content Federation
Services (Optional)

Provides comprehensive, cross-platform


access to unstructured information
throughout the enterprise

Integrated and
automated content
publishing

Reuses existing content to enable better


communications with customers, across
multiple delivery channels

Enterprise portal
integration

Allows self service options

2007 IBM Corporation

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Information Management software | Enterprise Content Management

Support Security/Compliance
Features

Customer Benefits

Fine-grained
document security
and access
management
Comprehensive audit
and tracking
capabilities

Supports authentication solutions and also


provides object-level access control

2007 IBM Corporation

Enables tracking and auditing of access to


any object stored in the IBM FileNet P8
repository

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Information Management software | Enterprise Content Management

Case Study | Global Engineering Company


Established in 1980
Headquartered in
Houston, Texas
EPC: Engineering,
Procurement and
Construction
Global organization
with offices in Kuwait,
France, China, Trinidad
and Angola
Seek to leverage
automated systems
and processes to
achieve high quality,
efficient project
success
2007 IBM Corporation

From Panagon CS to P8 Content


Manager
Reduced dependence on custom
coding

Traditional content management


solution
Storage, control and liability
management

Documents are contractually


obligated
Managing Documents Managing
Risk

Delivery of project documentation is


critical
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Information Management software | Enterprise Content Management

Case Study | One Company, Many Projects


Staff organized by departments
Multiple projects with own cost, profitability and resource
requirements
Electrical

PES
Organizational
Management

2007 IBM Corporation

D
e
p
a
r
t
m
e
n
t
s

Piping

Project
A

Object
Store 1

Project
B

XML
Manifest

Structural
Project

Management

Procurement
Project
Controls

Project
N

Object
Store 2

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Information Management software | Enterprise Content Management

Case Study | Key Project Requirements


Formal and controlled document lifecycle
Rigid segregation of draft versions from issued revisions
Controlled content creation
Changing security and access requirements
On a per-project basis

Ability to cohesively manage multiple types of document content


Provide project-driven set-up, auditing, and reporting tools
Draft Collaboration

Checking

Approval

Revision Issue
Project
Team

Security
Discipline

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Invited
Group

ISO
Restricted

ISO
Restricted

Open

Communication

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Information Management software | Enterprise Content Management

Case Study | Architectural Comparison


FN Web Client

MDR

(out of the box)

(custom)

Components
http

JJ
aa
vv
aa

ISS
ISS Services
Services
Web
Web
services
services

MDR DLL

Panagon
Panagon API
API

ADO
ADO

Security
Owner update
WIP / REL Relationship
structure
File/Folder Creation
Login
FNNumber
Web
Document

Content Engine
Apache
Apache Web
Web Server
Server

Client

SOAP
SOAP Listener
Listener

MS IIS Server
IP
Network

FS
FS
FS
FS
FS
FS

P-API
P-API
CS
CS

FileNet Content Server

Panagon
Panagon
CVL
CVL

SQL
httpStatements
Stored procedures
Table schema

COM
COM API
API

Triggers
Triggers
J2EE Web
Application Server
FileNet
FileNet
MDR
MDR
JSP
XML
JAVA
Database
Check-in
XML
JAVA
HTML Check-in
JSP
Database HTML
(revisions)
(revisions)

BEA
BEA Web
Web Logic
Logic

MS SQL Server

Repository
Repository
Structure
Structure

Document
Document
Creation
Creation

WIP
WIP // REL
REL
Publish
Publish

Security
Security

Workflow
Workflow

Document
Document
Number
Number

Check-In
Check-In
Revisions
Revisions

Multi-Doc
Multi-Doc
Add
Add

File
File Folder
Folder

Content
Content Engine
Engine Services
Services

Java
Java API
API

OLEDB
OLEDB

LDAP
LDAP
TCP IP

SOAP/http
Active
Active
Directory
Directory

FS
FS

FS
FS

FileNet
FileNetCE
CE
Database
Database
MS SQL Server

2007 IBM Corporation

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Information Management software | Enterprise Content Management

Case Study | Customer Testimonial


configure, not custom-build, a core application
framework supporting our business process
requirements.
In our opinion, IBM FileNet read our minds with Content
Manager.
Content Manager has freed us to focus our development
energies on the bigger picture data integration and
work process integration that provides us even greater
ROI to our organization.

2007 IBM Corporation

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Information Management software | Enterprise Content Management

Knowledge Checkpoint

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Information Management software | Enterprise Content Management

This concludes ECM Essentials: Content Manager. After completing:


1.
2.
3.
4.

ECM Essentials:
ECM Essentials:
ECM Essentials:
ECM Essentials:

Content Manager #201785


Image Manager Active Edition #201786
Team Collaboration Manager #201787
Web Content Manager #201788

you will be ready to take the ECM Essentials: Content Exam CT5678T.

All IBM FileNet course materials, whether delivered as printed or electronic files, are protected by copyright. No part of this publication may
be reproduced in any form by any means without prior written authorization of IBM. This publication is provided for educational purposes
only. Any product specifications are subject to change without notice. Copyright 2007 FileNet, an IBM Company. All Rights Reserved.

2007 IBM Corporation

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