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Erin Samuels

Erin Samuels. EMC Documentum and Microsoft Integrations October 11, 2006. Agenda. Microsoft Integration Overview Web Services Update SharePoint Server 2007 Content Services vs. Archive Services Records Management Enterprise Search Options Business Process Management

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Erin Samuels

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  1. Erin Samuels EMC Documentum and Microsoft Integrations October 11, 2006

  2. Agenda • Microsoft Integration Overview • Web Services Update • SharePoint Server 2007 • Content Services vs. Archive Services • Records Management • Enterprise Search Options • Business Process Management • Office 2007 Integrations • Product Offerings & Timelines

  3. Agenda • Microsoft Integration Overview • Web Services Update • SharePoint Server 2007 • Content Services vs. Archive Services • Records Management • Enterprise Search Options • Business Process Management • Office 2007 Integrations • Product Offerings & Timelines

  4. Why Embrace a Microsoft Strategy?

  5. Integration Goals • Leverage the SharePoint user experience when working with content in a Documentum repository • Help control the potential SharePoint silos that can arise due to widespread enterprise deployment • Provide a robust, enterprise model whereby WIP content can be in SharePoint and “business critical” content is in Documentum

  6. Documentum & Microsoft Today • MS Office Application Connectors • Documentum Client for Outlook • ECI adaptor for SharePoint • SharePoint integrations via partners User Experience • Web Services Infrastructure • PIA • ADO.NET Development Framework GLOBAL REPOSITORY • Support for all key Microsoft Platforms

  7. EMC Documentum & Microsoft Office 2007 • Native Microsoft Office SharePoint Server 2007 integration • Improved records management • Documentum Client for Outlook • Seamless integration with Microsoft Office 2007 applications User Experience Development Framework • Documentum BPM integration with Windows Workflow Foundation • Full complement of platform web services GLOBAL REPOSITORY • SQL Server 2005 Support

  8. What Microsoft Has to Say… Kurt DelBene, Vice President Microsoft Office Business Platform Group “By expanding on the rich integration between Documentum and the 2007 Microsoft Office system, we are offering customers more choice and control over the management of their business information.”

  9. Agenda • Microsoft Integration Overview • Web Services Update • SharePoint Server 2007 • Content Services vs. Archive Services • Records Management • Enterprise Search Options • Business Process Management • Office 2007 Integrations • Product Offerings & Timelines

  10. What is a Web Service? A web service is a collection of protocols and standards used for exchanging data between applications or systems. Software applications written in various programming languages and running on various platforms can use web services to exchange data over computer networks like the Internet in a manner similar to inter-process communication on a single computer. This interoperability (e.g., between Java and Python, or Windows and Linux applications) is due to the use of open standards. ...en.wikipedia.org/wiki/Web_service

  11. D5.3 Web Services Framework • Project Service Based Logic (SBOs) as Web Services • Integral part of the Business Object Framework layer • Reuse and repurpose your existing custom logic • Result in interoperable services • .NET and JAVA Based • Integrate with Development Tools • Include Content Transfer • Standards Based • Interoperable

  12. D5.3 WSF Features • Code Generator (WSDL) • Packaging • Deployment • Runtime Support

  13. D6 Web Services Framework • Same Basic Approach to Services • BOF to Web Services • Simplifies Migration • Increased Standards Support • Content Transfer – MTOM • WS-Security • Installer • Silent and Scriptable • Java Client Library • Not Required! • Provides Common Functionality • Optimize Development • Minimize Impact of Future Changes • Will not provide OOTB Plug-In for Visual Studio • Visual Studio can still be used D6 WSF Framework Goal: Provide basis so that consistent Web Services can be created.

  14. D6 Web Services • The core library services package contains the most common content management services: • Object Services • Query Services • Security Services • Version Control Services • Schema Services (Data Dictionary) • The BPM services package contains: • Workflow Services • Lifecycle Services

  15. Agenda • Microsoft Integration Overview • Web Services Update • SharePoint Server 2007 • Content Services vs. Archive Services • Records Management • Enterprise Search Options • Business Process Management • Office 2007 Integrations • Product Offerings & Timelines

  16. Microsoft’s Infrastructure for Intranet, Internet, and Extranet Portals Microsoft SharePoint Overview

  17. What is a Web Part? Similar to a Portlet in JSR 168 Portal

  18. SharePoint Products and TechnologiesMicrosoft Office SharePoint Server 2007 Platform ServicesWorkspaces, Mgmt, Security, Storage, Topology, Site Model Server-based Excel spreadsheets and data visualization, Report Center, BI Web Parts, KPIs/Dashboards Docs/tasks/calendars, blogs, wikis, e-mail, offline, Outlook integration Business Intelligence Collaboration Rich and Web forms based front-ends, LOB actions, enterprise SSO Enterprise Portal, Site Directory, My Sites, social networking, privacy control BusinessForms Portal Content Management Search Integrated document management with policies and workflow Enterprise scalability, contextual relevance, rich people and business data search

  19. Microsoft SharePoint Server 2007 SharePoint INFRASTRUCTURE Basic Records Mgmt WebPublishing BasicDocument Mgmt ECM Services Workflow Search Library Services Security Metatdata Policies Unified Services SharePoint Environment SharePoint Sites • SharePoint sites • Office files • Team workspaces

  20. SharePoint Solution Over Time

  21. SharePoint Integrations • OEM Strategy • Partner with SharePoint Experts • Content Services for SharePoint • Web Parts for Documentum • UI to repository • No content in SharePoint • Archive Services for SharePoint • SharePoint is WIP repository • Documentum is “Formal” Repository

  22. Who is Vorsite? • Specialize in integrating Microsoft’s SharePoint Technologies with EMC/Documentum • Strategic Documentum Partner • Designed for Documentum (DFD) Logo Partner • Referral and Resell Option for SharePoint 2003 integration products • EMC Sales can utilize Vorsite as a tool for closing Q4 deals where there is a need to integrate with Microsoft SharePoint

  23. Vorsite/EMC Referral and Resell Program • Applies to Vorsite’s SharePoint 2003 Integration Products for SharePoint/Documentum • Protocol Handler for Documentum • Web Parts for Documentum • Transfer Agent for Documentum • AM’s eligible for a 30% referral fee or can resell and put on EMC paper • Vorsite contact: • Dave McDonald dmcdonald@vorsite.com • +1-206-781-1797 • EMC Sales/Vorsite Partner Site • http://sps.vorsite.com/sales/EMCSales • User Name: EMCSales • Password: Vorsite • Info on Referral/Resell Program • Referral/Resell form submission • Product Collateral & Self Running Demo • Voice Over PowerPoint Presentation • Pricing Information • Vorsite Contacts • EMC Contact: • Jeff Faraday faraday_jeff@emc.com • +1-925-872-6545

  24. Agenda • Microsoft Integration Overview • Web Services Update • SharePoint Server 2007 • Content Services vs. Archive Services • Records Management • Enterprise Search Options • Business Process Management • Office 2007 Integrations • Product Offerings & Timelines

  25. SharePoint as UI for Documentum EMC Documentum Platform Business ProcessManagement RegulatedContent Mgmt Imaging Lifecycle Mgmt Process Services Records Mgmt Auto Classification Digital Asset Mgmt Federated Search XML Services Info Rights Mgmt Advanced Content Services Desktop Integration Transformations Trusted Content Svcs Integrated Archiving Backup & Recovery Storage Optimization Repository Services MS Office & DCO Webtop DAM DCM eRoom SharePoint Content Services for SharePoint • Benefits • Right client experience for the right job • Single security model applied regardless of application • An “official” copy of all business content in a single repository • Extend advanced content management capabilities to SharePoint eRoom Server (.NET & Web Services) Web Parts & Web Services Application Server

  26. Extending the SharePoint User Experience View and manage content in the repository natively within SharePoint UI

  27. Available Web Parts • Cabinet Browser • Direct access to the Documentum Content Server in order to navigate and edit content • My Inbox • Documentum Inbox and associated task management features • My Subscriptions • Listing of Documentum Content Server content already identified as a subscription • My Documents • Listing of Documentum Content Server content recently accessed by the user • My Favorites • Enables users to create a list of documents located in the Documentum Content Server • My Workflows • Listing of all workflows initiated by or assigned to the user • Search • Locate Documentum Content Server items through basic and advanced search options.

  28. Cabinet Browser Web Part: Checkin

  29. Documentum Inbox Web Part

  30. Documentum Inbox Web Part

  31. Task Management

  32. Administration • Administration Utility • Web Based • SharePoint Admin Look & Feel • Centralized Configuration • Document library or site level permissions incorporated • Metadata mapping capability between dm_objects and Content Types in SharePoint

  33. User Management • Documentum Administrator Requirements • Create Users, Groups, Etc. • SharePoint Options • Utilize Users, Groups, & Associated Permissions • Single Sign On Options • Microsoft SSO Engine that ships MOSS • Credential Caching Model • Pluggable Model • LDAP Options

  34. Additional Features • Localized Web Parts • 5.3: FIGSJK post FCS • D6: FIGSJK at FCS • Migration from SharePoint 2003 • Best Practices • Configuration & Customization • User Interface Options • Menu Configuration (Show Lifecycle, VDM,…) • Web Services Options • BOF Customizations • DocApp Options (Data Dictionary)

  35. Agenda • Microsoft Integration Overview • Web Services Update • SharePoint Server 2007 • Content Services vs. Archive Services • Records Management • Enterprise Search Options • Business Process Management • Office 2007 Integrations • Product Offerings & Timelines

  36. SharePoint & Documentum co-existence Archive Services for SharePoint • Benefits • Connect SharePoint sites to global central repository • Enforce controls on business critical documents residing in SharePoint • Automate content policies to meet enterprise requirements • Mix-and-match with Web Parts as necessary EMC Documentum Environment Business ProcessManagement RegulatedContent Mgmt Imaging Lifecycle Mgmt Process Services Records Mgmt Auto Classification Media Services Federated Search XML Services Info Rights Mgmt Advanced Content Services Desktop Integration Transformations Trusted Content Svcs Integrated Archiving Backup & Recovery Storage Optimization Repository Services

  37. Archiving Options • Copy Method • Content is available from SharePoint and Documentum • Documentum copy is considered the formal record • Can be edited from the SharePoint and republished • Move Method • Content is moved from SharePoint to Documentum • Content is only available via Documentum repository • Shortcut Method • Content is moved from SharePoint to Documentum • Shortcut remains in SharePoint • Future edits from SharePoint will update Documentum content

  38. User Management • SharePoint Credentials always required • DCTM Credentials required • Any Action that requires repository Access • SharePoint Caching of DCTM Credentials • Challenged Once • Encrypted • Permissions Mapping Under Investigation • SharePoint permissions to DCTM permissions • Simplified Model (Read, Write, Delete)

  39. Portal Admin Options • Manage Mappings • Create, edit, or delete portal, site, and document library mappings • Admin Account • Set the administration account • Test the connection between SharePoint and Documentum. • Manage Custom Property Mappings • Create and edit custom property in order to set a mapping table between SharePoint and Documentum • Enable Document Library • Enable the document libraries for archival tasks • Import Configuration Files • Import the configuration files from the previous version of Vorsite Transfer Agent

  40. Site Admin Options • Site Homepage • If the site administrator activates the Archive Services web part in SharePoint Service, he/she can find it shown at the site homepage. • Only people who were added into the administrator group of this site can see the link to Archive Services administration page. • Archive Services Setting • In the site level Archival Services settings page, the site administrator has three administrative options: Manage Mappings, Manage Custom Property Mappings, and Enable Document Library. • Manage Mappings • Create, edit, and delete two levels of mappings (site and document library level) • Manage Custom Property Mappings • Create and edit property sets • Property Sets: Mapping tables between SharePoint and Documentum. • Enable Document Library • Enable the document libraries for archival tasks

  41. This is Not EBMS • Web Part Backup & Recovery • Document Library Bulk Import • Restore • Supports SharePoint 2003 • Release planned for October 31, 2006 • SharePoint 2007 support TBD EMC Backup Manager for SharePoint • SharePoint Content Backup & Recovery

  42. Agenda • Microsoft Integration Overview • Web Services Update • SharePoint Server 2007 • Content Services vs. Archive Services • Records Management • Enterprise Search Options • Business Process Management • Office 2007 Integrations • Product Offerings & Timelines

  43. Enabling Retention and Records Management • Single-point of control for diverse enterprise information apps with all Documentum RM certifications • Enable declaration and classification of content as records into Documentumrepository • Content gets migrated from SharePoint Server into Documentum, leaving “shortcut” behind • Declaration and policy access also accessible from within Office applications

  44. DOD 5015.2 Certification • Content Services for SharePoint Server 2007 • Archive Services for SharePoint Server 2007 • Move scenario only • Document must be owned by EMC Documentum to be declared as a formal record • No Copies or Shortcuts Allowed • Requires user declaration • Menu Selection • Use of forms/profile for capture of metadata • DoD 5015.2 Chapter 2 and 4 requirements • Certification Tentative for early 2007 • Moving from November • Ensure RTM Version of SharePoint

  45. Formal Records Declaration in SharePoint • Forms will be available from within SharePoint for formal records Declaration • Required Properties • Required Actions • Required ACLs applied to the object • RM ACLs rule record • Forms must have customizable properties • SharePoint Utility to Map Properties Fields

  46. Display of Formal Records • SharePoint Cabinet Browser to be Updated to View Records • Icon updated in Web Part to reflect record status • RM ACLs rule record • Reduced list of capabilities on records • Retrieve Document • View Profile • Reserve Document

  47. Searching for Formal Records in SharePoint • SharePoint Documentum Search Web Part to be Updated to Search Records • Advanced Search • Search Results • Records can also be searched for via SharePoint Enterprise search • RM security model is enforced regardless

  48. Agenda • Microsoft Integration Overview • Web Services Update • SharePoint Server 2007 • Content Services vs. Archive Services • Records Management • Enterprise Search Options • Business Process Management • Office 2007 Integrations • Product Offerings & Timelines

  49. Search Integrations • ECIS Adapter for SharePoint 2007 • Documentum Client is UI (i.e. Webtop) • Single Query • Integrated Results Set • Documentum Search Web Part • Basic & Advanced Search • Documentum Results Set only • Metadata Search • Full Text Search, if Full-Text Index is available • Vorsite Protocol Handler • Standard SharePoint Web Part is UI • Integrated SharePoint and Documentum Results Set • Resell Opportunity • ECIS Adapter for Windows Live!/Vista Search (Under Investigation) • Similar to Google Desktop Adapter

  50. Agenda • Microsoft Integration Overview • Web Services Update • SharePoint Server 2007 • Content Services vs. Archive Services • Records Management • Enterprise Search Options • Business Process Management • Office 2007 Integrations • Product Offerings & Timelines

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