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1、Andrew MacMillan,VP ECM Product Management,OracleBrian“Bex”Huff,President and Chief Software Architect,Bezzotech,A Pragmatic Strategy For OracleEnterprise Content Management(ECM),Agenda,Intro to pragmatic Enterprise Content ManagementIts more than just technologySeven steps of a pragmatic strategyGa
2、ther a team,analyze current stateConsolidate,federate,secureBring strategies togetherPlan for the futureQuestions,What is Enterprise Content Management?,ECM focuses on“unstructured”informationEmails,Microsoft Office documents,videos,web sitesCovers the entire life cycleCapture it,define it,tag itFin
3、d it,convert it,deliver itUse it,re-use it,enrich itSecure it,retain it,destroy itImproves communication efficiency,Automate Management of Content Across the Lifecycle,Publish,Retain,Filter,Search,Create,Capture,Version,Index,Cleanse,Archive,What is Pragmatic ECM?,Movement beyond“point solutions”Avo
4、id department-centric solutionsThink strategically about enterprise interoperabilityAct tactically to address specific needsIts not just about technologyIts about a culture of information sharing.Its about dedication to a“single source of truth”Its about making content manageable!,Strategic vs Tacti
5、cal ECM,Strategic ECM systemsEnterprise-wideInfrastructure levelUsed for Active,Transactional,and Historical dataTactical ECM systemsMakes one specific department better at one thingLeads to content silosRemember:these exist for a very good reason!A pragmatic strategy must support both,Steps in Prag
6、matic ECM,Create a“Center of Excellence”Asses your environmentConsolidate content into strategic repositoriesFederate control to tactical repositoriesSecure information wherever it existsBring structured and unstructured strategies togetherPlan for the future,1)Create a“Center of Excellence”,Multi-d
7、epartmental groupStay close to the needs of the users.Requires support from senior executives.Information sharing is a political mine fieldThere is job security in hoarding information.People do not want to change their habits,or lose control of their data.Necessary for enterprise-wide initiativesWi
8、thout executive buy-in,ECM will not be widely adopted.,Center of Excellence Breakdown,Project 1,Project 2,Project 3,Executive Steering Committee,Program Mgmt.Office,Business Analysts Developers,Program ManagerEnterprise,Infrastructure,Solution,and Information ArchitectsRecords Managers,Business Anal
9、ysts Developers,Business Analysts Developers,2)Assess Your Environment,Determine number of unstructured systemsCould number in the hundreds!Label as strategic,tactical,or replaceableExamples:Shared file systems and FTP serversDigital ArchivesDepartment specific content/collaboration systemsLegacy we
10、bsites and web applicationsEnterprise Apps:Siebel,Lotus NotesHosted systems:S,Gmail,Facebook,Label Existing Systems,Strategic:ECM systems with the features you needEasy interoperabilityTactical:Insufficient for a strategic infrastructure.Too useful to replace.Not cost-effective to re-implement requi
11、red features.Replaceable:Not many features:low cost,low complexity,Consolidation ROI,Ease of Consolidation,Shared File Systems,Legacy Imaging,High,Low,Low,High,ERP Doc Store,Email System,Web Applications,CRM Doc Store,DepartmentalRepositories,Web Content Mgmt.,Tactical,Replaceable,Legacy Doc.Mgmt.,M
12、edia Library,3)Consolidate Strategic Repositories,Migrate from replaceable into strategic systemHigh-value content in one central repository for easy re-useSignificantly reduces cost and complexityExtend strategic repository to other applicationsActive:Web applications,portalsTransactional:Imaging a
13、nd process managementHistorical:email archives,digital archives,Consolidation Tools,Enterprise Service BusServer to server orchestration with BPEL workflowsOpen Web Content Management(OpenWCM)Embed in-context editing in portals/app serversStandards-compliant ECM interfaces CMIS,JSR 170,RSS,WebDAVCus
14、tom IntegrationsSOAP,Archiving Services,Java API,4)Federate to Tactical Repositories,Tactical systems exist for a reason!Helps one department do their tasks more efficientlyToo useful to eliminate,too expensive to consolidatePragmatic ECM does not punish tactical systemsIt offers federation tools to
15、 extend the repositoryHelps makes your content manageableGet control over content,wherever it isCentralized policies,federated repositories,Oracle Federated ECM Services,Multiple Instances,Desktops and Loose Files,Tactical Systems,ContentRepository,Multiple Instances,Universal RecordsManagement(URM)
16、,Information RightsManagement(IRM),Secure EnterpriseSearch(SES),Federation Tools,Universal Records ManagementsCustom“adapters”run in remote systemsEnforces retention and destruction policiesSecure Enterprise SearchSingle,secure place to search for content anywhereGroup and display results differentl
17、y,depending on the userALUI Ensemble(Oracle WebCenter Services)Embeds any web app inside any other web appHelps manage application proliferation,5)Secure Information Where It Exists,Security Paradox:Information is only secure when you are not using it!In a repository?Safe.Removed from the repository
18、 for viewing?Unsafe.Can we do better?Add more layers of security.Make a“defensible”content security strategy.An ECM should store content,not usersIntegrate with best-of-breed identity management systems,Security Tools,Information Rights ManagementEncrypts documentsMust request temporary key to view
19、contentCentralized policy management,monitoring,and reportingContent CleansingRemove“Track Changes”and“invisible”content from documentsDynamic Watermarks on PDFsEmbed user name and access date,Information Rights Management Lifecycle,6)Unify Your Strategies,Blurred line:unstructured vs.structured con
20、tentUnstructured apps need structured contentShould consume structured servicesStructured apps need unstructured contentShould consume unstructured content servicesExtract structure from unstructured contentKeywords,metadata,taxonomy,controlled thesaurus,Unification Tools,Imaging and Process Managem
21、entBrings scanned images to enterprise appsBusiness Intelligence PublisherGenerate reports,put into ECM,then on web sitesSiebel Files Replacement Business Analytics and Data Mining ToolsImagine data mining your email archives,Unification Tools,Real Time Decisions and“Next Best Activity”Based on user
22、s history,what are the likely to want to see?Customer communication Management(SkyWire)Auto CategorizationExtract keywords,metadata,and thesaurus termsDetermine which content items are similarMicroformatsEmbed easily extracted structure in documents,7)Plan for the Future,Need 3-year plans for ECMTec
23、hnology is changing rapidlyNew tools,new integrations,new migrationsConsolidation may be a better option in the future.Content is being created faster and fasterNeed to frequently assess storage and findabilityThink strategically,implement tactically,Coming January 2009,A Pragmatic Strategy for Oracle Enterprise Content ManagementThank you!,
