Prezentacija "EMC Documentum & Captiva" održana na ComTrade Fabrici Znanja.

1. EMC Documentum & Captiva

2. ECM - Enterpise Content Management
Upravljanje 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.

3. ECM Magic Quadrant 2008
Source: Gartner (September 2008)

4. Enterprise Content Management - Components
Document Imaging
Document Management
Web Content Management
Records Management
Document-Centric Collaboration
Workflow
Source: Gartner

5. The Big Picture
Create / Capture Manag Deliver /
e Archive
 Security and Audit Trails
Office Applications
(MS Word) Email CD- Fax
 Library Services Rom
 Versioning
 Lifecycles and Workflows Publicatio Website Wireles
ns s s
XML Applications
 Renditions and
Transformations
Enterprise
Applications
CAD (ERP, CRM,
Applications etc.)
Scanned Images
Documentum
ECM Platform Archival /
Storage
Computer-Generated
Documents (Reports)

6. One Unified Repository
Customer Newsletter
Process Portal
Production SOPs
Documentum ECM Platform
Projects
Templates
R&D Compliance Content Processes Brand Management
System
Context Decisions,
Outcomes
Technical Publishing
Financial Disclosure
Online Catalog

7. Example Scenario: Driver's License
Background
Check (search)
5 Years Later…
Application (E-Form)
Timer (Agent)
Completeness
Digital Picture Check Workflow
Renewal
Notice
Digital Thumbprint
Issued License
Proof of
Insurance (scan)

8. The Only Unified ECM Platform
Operational Compliance Collaborative Mktg/Publishing CARS
Solutions Solutions Solutions Solutions Solutions
Process Optimize
Collaborative Workplaces
Work Processes
BPI
Enterprise Apps, Purpose-built Apps
Services
Portals, Authoring Environments,
Business Process Automation
DocumentsForms WebRich Media ImagesMessages Reports
Content Put Your Information
Capture/Edit Library services Transformation
Services to Work Publishing/ AIS
Classification Search
Distribution
Compliance/
Archival
Mitigate Risk
Repository Retention
Services Policy Management Intelligent Storage
Integration
Services EAI ECI
ERP,CRM, etc. Legacy content
RDBMS External content
Legend: EAI (Enterprise Application Integration) ECI (Enterprise Content Integration)
AIS (Authoring Integration Services) BPI (Business Process Integration)

9. Repository Services
Advanced Security Records Manager
Retention Policy Services
Content Storage Services
Trusted Content Services
Import Manager
Audits
Trusted Content Services
Encryption Authentication  Rules-based access
control
 Dynamic security groups
 Digital shredding
Secure storage  Electronic signatures
Electronic
signatures  Client-Server and
Repository encryption
 Authentication
Single sign-on

10. Content Services
Content Server
 Content Server
 Content
web Information
white papers Core Services Transformation
SOPs product requirements Services
video emails competitive analysis  Manage all content types
NDA meeting notes  Content Intelligence
 Content Server provides content
MRP project plans repository Services
Order Unstructured animation
Mgmt. letters  Content
 Library Services Distribution
invoices Services
 Check-in, Check-out
ERP photos
Structured fingerprints  Security and access control
CRM
resumes  Version management
Policy proposals
Mgmt. SOWs  Lifecycles & Workflow Services
contracts
detailed designs
research  Full-text Indexing & Search
specifications
market requirements
presentations scanned documents  Native XML Management
forms POs illustrations  Relational Object Model
data sheets
XML Component  Globalization
Management  Full Unicode support
Distributed/Federated Repositories
with Centralized Management
 Scalable, Reliable & High
Performance
 Clustering
 Billion-objects benchmark
 High volume processing
Version Lifecycles
Management Workflows Delivery &
Transformation Native XML
Distribution
Classification Library Services Globalization

11. 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

12. 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

13. ILM: Documentum is the ILM “Secret Sauce”
CONTENT LIFECYCLE
Create/Capture Change Route Approve Publish Retire
Active Information Management
Classification Metadata
Business Rules Compliance
Versioning Auditing
Content Intelligence & Storage Services
Automated Tiered Networked Storage Policy-Based

14. Integration Services
Integration with Desktop Desktop Applications
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

15. ECM Technologies
Imaging  Invoice, Purchase
Order or Claims
Transform paper, fax, or microfilm into images Processing
and metadata managed by EMC Documentum.  Contract
Management
 Employee or
Customer Records
 Shipping Waybills
Imaging and Packing Slips
 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
Images
DocumentsWeb Rich Media ReportsDiscovery

16. 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
MetaData
Author
Date
From
Subject
Customer
Capture Identify Extract Validate Store

17. Intelligent Capture Benefits
• Ensure document management and
compliance processes
Reduce risk • Improve data accuracy and reduce
manual errors
• Eliminate manual tasks and increase
Improve parallel tasks
productivity • Leverage automation to speed
processing
• Reduce labor costs
Reduce costs • Reduce shipping costs

18. EMC Captiva Intelligent Capture

• Invoice Number
10010

• VendorProducts
Acme Name

• Purchase Date
30 January 2008

• Subtotal
$ 6,014.81

• Grand Total
$ 6,025.88

• Payment Terms
Net 30 Days
Capture
Capture Classify
Classify Extract
Extract Validate
Validate Deliver
Deliver
Capture Automatically Index or extract Deliver images and
Ensure data accuracy
documents fromidentify, organize,
business-critical data to EMC
using business rules,
central and and route data based on Documentum,
database lookups, and
distributed different the document ECM, BPM, or
manual correction
locations document types type other systems

19. Captiva Platform Architecture
InputAccel Servers
Captiva Platform
• Provide desktop through
enterprise capture
• Grow as your capture or
Export Repository/ business needs change
Business Systems
• Processes user-defined
units that move through
Image
the system independently
Enhancement Recognition Index/Validate
• Scales across multiple
Image
Enhancement
Recognition Index/Validate servers for high volume
Image Recognition Index/Validate and high availability
Enhancement
Image
capture
Scan Recognition Index/Validate
Enhancement
Application Monitoring and Reporting

20. Capture - InputAccel Scan Module

21. Capture - InputAccel Image Enhancement

22. Automatically Classify Documents
• Invoice Number • 10010
• Vendor Name • Acme Products
• Purchase Date • 30 January 2008
• Subtotal • $ 6,014.81
• Grand Total • $ 6,025.88
• Payment Terms • Net 30 Days
Capture Classify Extract Validate Deliver
Enable capture of all documents throughout the
organization Classified Documents
– Identify document types based on graphic and text
characteristics
– Route documents to appropriate business processes or Apps Quotes
Forms
departments
Claims
Reduce costs of preparing documents for capture
– Eliminate need for document separators and barcodes Tax Contracts
Returns
– Improve capture of multiple document types and multi-
page documents

23. Identify and Organize Documents
• Invoice Number • 10010
• Vendor Name • Acme Products
• Purchase Date • 30 January 2008
• Subtotal • $ 6,014.81
• Grand Total • $ 6,025.88
• Payment Terms • Net 30 Days
Capture Classify Extract Validate Deliver
Doc Set 1
Patient Folder
• Automatically organize 0045128
documents without
separator sheets or Doc Set 2
barcodes
• Organize documents in
multiple levels (page, Doc Set 3
document, folder, etc.) Patient Folder
0045670
• Speed processing and
eliminate manual Doc Set 4
processing

24. Ensuring Accuracy Through Data Validation
• Invoice Number • 10010
• Vendor Name • Acme Products
• Purchase Date • 30 January 2008
• Subtotal • $ 6,014.81
• Grand Total • $ 6,025.88
• Payment Terms • Net 30 Days
Capture Classify Extract Validate Deliver
Invoice # 102214
PO Number 98003278
Total $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

25. Ensuring Accuracy Through Data Validation
• Invoice Number • 10010
• Vendor Name • Acme Products
• Purchase Date • 30 January 2008
• Subtotal • $ 6,014.81
• Grand Total • $ 6,025.88
• Payment Terms • Net 30 Days
Capture Classify Extract Validate Deliver
Invoice # 102214
PO Number Vendor
98003278
database
Total $7,206.50
• 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

26. Index - InputAccel Index Module

27. Deliver to Repositories and Business Processes
• Invoice Number • 10010
• Vendor Name • Acme Products
• Purchase Date • 30 January 2008
• Subtotal • $ 6,014.81
• Grand Total • $ 6,025.88
• Payment Terms • Net 30 Days
Capture Classify Extract Validate Deliver
• Dynamically control where
Other Systems
documents get delivered
• Assign index values to attributes IBM
in content management systems
• Control user permissions to
exported documents
• Initiate workflows based on
document type and index values

28. Accelerating Document Processing
ELECTRONIC PROCESS
Paper
Received
PAPER-BASED PROCESS Capture

29. Accelerating Document Processing
ELECTRONIC PROCESS
• Capture documents
sooner
• Transform documents
into usable business
Paper data
Received • Simplify the integration
between capture and
business process
PAPER-BASED PROCESS Capture

30. 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

31. What is Information Rights Management (IRM)?
EMC Documentum IRM is real-time
security, control, and audit history of
Rights Control
sensitive data usage wherever it resides,
throughout its complete lifecycle: VIEW PRINT
COPY EXPIRE
MS-Office Documents EDIT OFFLINE
Adobe Acrobat PDF Documents
Email
“Remote Control” allows instant response to
events and changing security conditions: AUDIT
Employee changes
Partner relationships and roles
Version control to correct critical errors
Laptop or storage media loss

32. Rights Enforcement by Policy
• 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.
‚

33. Client Interface Tools

34. Content Repository Layer: The Repository
• The Documentum repository:
– Stores content on a file storage system
– Stores properties in a Relational
Database Management
System (RDBMS) Repository
– Resides on a UNIX, Linux,
or Windows server
File Storage Database
System

35. Services Layer: The Content Server
• The Content Server is a service that
Content Server
manages the repository
– The repository can only be
accessed via the Content
Server service
– Supports client-server and Repository
web-based applications
File Storage Database
System

36. Opportunities
• 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

37. 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

38. www.spinnaker-nt.com