<Insert Picture Here>
The following is intended to outline our general
product direction. It is intended for information
purposes only, and may not be incorporated into any
contract. It is not a commitment to deliver any
material, code, or functionality, and should not be
relied upon in making purchasing decisions.
2
Most Content Today Remains Unmanaged
•
Common ways to share info
• Email attachments
• FTP Servers
• Shared File Drives
•
Common business user challenges
• Who can see or change my content?
• Which one’s the right version?
• Key business decisions based on bad or out-of-date information
• How do I make sure people can find my latest content?
• Requirements for native applications to view (i.e. MS Project, MS Visio, etc.)
Why Manage Content?
Costs
Content
Explosion
Compliance
& Security
Expensive, time intensive, manual processesSharing right content with the right people
How Content Management Helps
Contribute
Manage
View & Notify
•Browser •Windows Explorer •Email applications •Desktop applications •Capture paper •Forms •Security •Version control
•Indexing for search
•Metadata
•Workflow
•Expiration services
•Project spaces
•Conversion to Web formats (400+ file types)
•Subscriptions
•Email notifications
•RSS feeds
Business Benefits
REDUCES COST
•
Automates
expensive, time
intensive, and
manual processes
•
Improves content
PRODUCTIVITY
•
Strengthens
customer service
and partner
relationships
•
Improves
•
Improves content
accuracy
•
Makes content easier to find,
access, and reuse
•
Reduces costs for shipping,
printing, and storage
•
Improves
communication
•
Increases employee
effectiveness
•
Creates process efficiencies
•
Improves collaboration when
Oracle Content Management
PragmaticStrategy for all
Enterprise Content Lifecycle
ECM Strategy – 1 – Consolidation:
Bring Critical Content into a Managed Environment
ECM Strategy – 2 – Federation:
Management Across All Content Stores, Including
Legacy Applications
E-Mail Archives
Database
ECM Strategy – 3 – External Security:
Manage Information Beyond Your Firewall
E-Mail Archives
Database
<Insert Picture Here>
Oracle Universal Content
Management (UCM)
UCM Standard Edition Highlights
Document Management For Mid-size Businesses
•
Web-based application
•
For managing documents within
Oracle Database or file systems
•
Entry level solution
•
With easy upgrade to
enterprise-level ECM
level ECM
•
Manage all file types
•
Documents, graphics, images,
presentations, emails…
•
Quick install, out-of-the-box solution
•
Heterogeneous support
•
Multiple platforms, databases,
Web servers, browsers…
Solution Examples:
• Policy and procedure mgmt
• Sales kits & marketing collateral
• Internal knowledgebase
• ISO 9001 documentation
• Human Resources content
• Communication mgmt
• Online “deal rooms”
An Out of the Box Solution
Oracle UCM SE includes Built-in…
•
Security
•
Personalization (no portal or
application server required!)
•
User management
•
Customizable portal layouts
-•
Customizable portal layouts
-for unique “look & feel”
•
Workflow
•
Metadata & full text search
•
Forms
Content Check-In
Getting Content into the System
•
Browser-based
•
Submit content from
anywhere!
•
Use Profiles - to pre-fill or
add default metadata
•
Check out content
•
Check out content
•
Ensures single-source
•
Behind the scenes…
•
Security - only the right
people view or edit
Desktop Integrations
Windows Explorer Integration
Access Multiple
Servers
• Browse/Search Content • Drag-and-drop
check-in/checkout
• Preview Pane & Right-click menus
menus
Advanced Capabilities
• Preview Pane
• Right Click Menus • Take Content Offline
Content Check-In
Additional Capabilities
•
What if I want people to fill
out forms instead?
•
Use built-in Web Forms
•
Form submission saved
like any other item
•
What if contributors don’t
like filling out metadata?
•
Profiles
-default and pre-fill values
•
Folders
Finding Content
Once it’s in…can you find it again?
•
Search Profiles
•
Tailored search screens for
common content types
•
Search Within
•
Drill-down approach
•
Quick Search
•
Quick Search
•
Oneclick search
-narrowed by author,
extension, etc.
•
Save Common Searches
& URLs in Your Profiles
Accessing Content
Do you have the right application for viewing?
•
Automatic Conversions
•
HTML, JPEG, etc.
•
Web & wireless
•
Subscriptions
•
New revisions
•
New revisions
•
New items that meet your
criteria - type, author, etc.
•
RSS feeds
Organizing Content
Putting content into groups using Folios
•
Assemble, track, manage and
access content as a group
• Metadata & security
• Workflow / routing
• Subscriptions
• View items as one document, presentation, PDF file, etc. presentation, PDF file, etc.
• Download together
•
Yet, manage items separately
• Different authors & metadata
• Individual control over security permissions
• Individual views and renditions
Organizing Content
Folios Examples
•
Marketing materials
• Group text, images, and layout files to produce communications
•
Sales kits
• Group presentations, fact sheets, case studies, etc.
•
Policies and procedures
•
Policies and procedures
• Group into related processes
•
Reports
• Manage subjects: competition, market opportunities…
•
Presentation management
• Dynamically assemble final
Create Projects Spaces
For document-centric collaboration
•
Web-based project meeting
rooms and workspaces
• User-controlled, project space creation
• Document-level security
• Discussion threads tied to content
• Discussion threads tied to content
• Internal and external user support (employees, partners and
customers)
• Ad-hoc security & ad-hoc workflow
Why Oracle Universal Content Management
Standard Edition?
•
Java-based solution, ideal for heterogeneous environments
• Microsoft, Linux and Unix operating systems; Active Directory and LDAP; Oracle, SQL Server, DB2 databases; multiple Web servers…
•
Collaborative Web-based solution - supports all file formats
• Email, Microsoft Office, Project or Visio, Lotus SmartSuite, Sun StarOffice, AutoCAD
StarOffice, AutoCAD
• Industry leading content transformation capabilities
•
Robust enterprise feature-set
• Document-level, role-based security; metadata management; archiving/replication; multiple language support
•
Entry level solution that can grow to meet your needs
• Add-on capabilities to enrich the solution
Opportunities for UCM SE
Upgrade to Enterprise UCM
•
Removes clustering, replication & integration license restrictions
•
Gain additional functionality
• Advanced Document Management: Content Categorizer, Content Tracker, Report Parser, Web Parts for SharePoint
• Web Content Management: Connection Server, Content Portlet Suite (JSR 168 portlets), Content Publisher, Site Studio, Site Studio Publisher
• Digital Asset Management: Inbound Refinery (thumbnails), Image Manager, PDF Converter, TIFF Converter, Video Manager, XML Converter Manager, PDF Converter, TIFF Converter, Video Manager, XML Converter
• Records and retention management: Records Management Corporate Edition, URM Adapter for Content Server
• Content Integration Suite (integration with Java EE servers)
•
To upgrade, customers can easily migrate to a UCM license
• New functionality added by simply installing components to existing implementation
• No need to migrate servers!
Opportunities for UCM SE Customers:
Add-on products
•
Add-on other content management products
• Oracle Content Conversion Server
• Install separate conversion server to generate thumbnails
• Handles automatic conversion to PDF & XML, PDF watermarks, mainframe report parsing, & tracking
• Oracle Information Rights Management
• “Seals” and encrypts content upon check-in
• “Seals” and encrypts content upon check-in
• Protects copies downloaded to other systems or outside company - revoke access at any time!
• User with Oracle Content Conversion Server to automatically generate “sealed” Web renditions
• Oracle Document Capture and/or Distributed Document Capture
• Scan and check in paper-based documents into UCM SE
Oracle’s ECM Solution
Oracle Document Capture (& Distributed Capture)
Batch Scanning
• Key Capabilities
– High-volume document capture operations
– Easily import emails, faxes and electronic documents
– Browser-based document scanning and
27
– Browser-based document scanning and indexing at remote offices
• Solutions
– Scanning paper documents for account payable, fixed assets, credit and human resources
Oracle’s ECM Solution
Document Capture
Document Capture
• High-volume document capture operations
• Easily import emails, faxes and electronic documents
Indexing
• Streamlined key-from-image with pick lists and database look-ups
• Automated indexing through barcode and optical character recognition
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Distributed Document Capture
• Provides browser-based document scanning and indexing at remote office locations
Archiving
• Images archived into Oracle ECM for
integrations with business applications and processes
Oracle Document Capture
•
One capture system for all content
types
– Identify, capture, and convert paper and electronic documents (Word, Excel, PDFs, etc.) into viable image formats to image-enable your business applications
•
Automated indexing options
29
•
Automated indexing options
– Streamline document indexing via database linking, database linked pick lists, optical character recognition (OCR), and bar code recognition
•
Increased document processing
efficiency
Oracle Document Capture
Scan
Recognition
• High-volume scanning • Any scanner via ISIS
or Adrenaline
• Automated indexing via barcode recognition
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Import
Index
Commit
• Import from email, network folders, fax
and FTP servers
• Streamlined key-from-image • Zonal, ad-hoc OCR • Relational pick-lists and
database lookups
• Archive images into Oracle ECM • Also supports
Scan User Interface
Index User Interface
Oracle Distributed Document Capture
Network Import from Folder Desktop Scanning Scan/Index TWAIN Multi-Function Devices 33 Network TWAIN InternetOracle Document Capture
• Broad directory support and SSO through FMW infrastructure
• Web Based Capture
– Modernized user interface built in ADF
– Fully translated and accessible
Distributed Document Capture 11g
Capture in 11g
Oracle Forms Recognition
Extract invoice data without templates or rules
• Minimize errors and decrease labor costs (no keying from image)
• Process thousands of invoice formats with no rules, anchors, templates or keyword libraries
• Extract invoice header and line data and match with POs
Classify:
• Content-based recognition & sorting
1
2
1
35
• Content-based recognition & sorting
• Document agnostic Extract:
• Context-based data extraction
• Language independent
2
Validate and Match:
• Leverage ERP data
Oracle Forms Recognition
Process Flow
Capture OCR
Classify Extract Export
Oracle Forms Recognition
OutputECM
Validate
36
Verification
Oracle’s Approach:
•
OFR learns context around
the data you need.
•
No need to explicitly define
templates, anchors, zones or
specific keywords.
Oracle Forms Recognition
A Learning Based Solution
37
templates, anchors, zones or
specific keywords.
•
A few document examples
enable processing of many
different documents .
Oracle Imaging and Process Management
I/PM 11g – integrating Imaging and Workflow to Applications
• Key Capabilities
– Platform for building imaging applications
– Complete solution: capture,
imaging, viewer, BPM, enterprise report mgmt
– Productized application integrations: Oracle and other systems
Solutions
38
• Solutions
– Accounts payable and receivable – Expense processing
– Forms processing – Contract management
Oracle’s ECM Solution
Imaging and Process Management
• Decrease storage, transportation and labor costs by getting rid of paper with integrated document capture and imaging
• Streamline operations by dramatically decreasing the time it takes for data entry, and providing workflows for exception handling and approvals
• Improve process visibility with real-time monitoring of key performance
Automates paper-intensive processes by integrating imaging
and workflow Applications to:
39
• Improve process visibility with real-time monitoring of key performance metrics and insight into process bottlenecks
• Strengthen controls with complete content lifecycle management for documents, including retention and records management
Workflow & Monitor Extract & Index
Oracle’s ECM Solution
Web Content Management
•
Web Developer: Development & Architecture Expert
• Creates reusable code, layouts and templates
• Controls permissions and exposed functionality
• Creates solid architecture to efficiently manage hundreds of sites
•
Site Manager:
Audience & Line of Business Expert• Organizes /refines site navigation and structure
XML Data File
Ravenna Tower Speakers PX229
Sound that goes to the ceiling
With tweeters designed by birds and woofers designed by big dogs, Ravenna Tower speakers emit the clearest, most powerful sound you’ve
heard outside of the wild.
Region Template
<H1> </H1> <H2> </H2> <DIV>
• Organizes /refines site navigation and structure
• Picks layouts from a pre-defined list
• Controls keywords in title and meta tags right from the Web site
•
Content Author: Content & Knowledge Expert
• Edits and adds content directly from the Web site
• Previews changes in-context of the site
• Reuses existing business content from Microsoft Word, PowerPoint, Excel, etc.
Oracle’s ECM Solution
Web Content Management
Desktop Integrations, Web GUI, Extended API
Web Browser Site Studio OOTB App Multiple Web Sites
Document & Image Services
conversion, indexing/search, metadata, workflow, security, revision control, image capture, subscription, report parsing, usage tracking, discussion
Desktop Integrations, Web GUI, Extended API Web Content Services
WYSIWYG editing, publishing, templates
Retention Services file plans, expiration, audit trail, archiving Digital Asset Services
transformation, delivery, renditions, watermarks
Repository Services
content, file, and data management
Oracle’s ECM Solution
Digital Asset Management
•
Manages all file types
• Photoshop, EPS, JPEG, TIFF, BMP, Quicktime, Real, Windows Media, AVI, MP3, etc.
•
Multiple renditions, multiple uses
•
Automatic conversion for viewing
all images -- even legacy formats
all images -- even legacy formats
•
“Content Basket” functionality for
easy downloading of multiple
images and video
•
Easy search and retrieval
•
Federate & Consolidate
• Apply records and retention policies in place to
any content in any system
• Consolidate records
• Electronic & physical records
• DoD 5015 chapter 2 & 4 certified
Oracle’s ECM Solution
Records Management
Records Manager Oracle Universal Records Management Discovery ServicesCentral Policy Management
Physical Records Manager
Notification Services
Adapter Adapter Adapter Adapter Adapter Adapter
Adapter Services
•
Transparent to business users
• Work with familiar tools
• Content stays in place
• RM policies enforced automatically
•
Simple and flexible policy creation
• Ships with the standard life-cycle triggers and actions
• Add business-specific triggers and actions
•
Perform enterprise-wide holds and freezes
Oracle’s ECM Solution
Information Rights Management
•
Control information
wherever
used or stored
• End user desktops inside & outside the firewall
• Repositories (ECM), file shares etc.
• Emails
• Emails
•
Protect documents from
unauthorized use and
redistribution
•
Audit the use of confidential documents
•
Prevent outdated information from being used
Customers
Customer Case Study: Rolex
• Customer Challenges
– Quality Management in manufacturing
– Brand Management in marketing and sales – Managing business critical documents such
as standard operating procedures, intellect-ual property, competitive intelligence, etc.
• Solutions
– Started with Oracle UCM in manufacturing for quality management in 2001
46
for quality management in 2001
– Implemented Digital Asset Management for more than 200.000 marketing assets (brochures, images, photos, videos) – Company wide Enterprise Content
Management, including DMS, WCMS, Portal integration, Records Management, Digital Asset Management
• Customer Benefits
Customer Case Study: Clariant
• Clariant: global leader in the field of specialty chemicals
• Customer Challenges
– One solution to cover document lifecycle management – Reduce content application diversity with
central architecture and maintenance
– Special regulatory compliance requirements in Chemical Industry
• Solutions
– Standardized on a global Document Management System from Oracle
– Reduced high number of isolated information
47
– Reduced high number of isolated information containers
– Central toolbox for information workflows
• Customer Benefits
– Single global document management platform – Enhanced operational efficiency
– Cost savings through rapid deployments of new content applications on central infrastructure – Achieve old and new regulatory compliance
Portal Connectors OOTB Web Apps Mobile Delivery Desktop & Office Integrations Application Connectors
Oracle ECM
Unified and Integrated Content Management
Records & Retention Management
Secure Enterprise Search
Information Rights Management
Federated Content Management Services
48
Oracle Database SecureFiles,
AuditVault, Database Vault, RAC 3
rdParty DB / FS Core Content Services
3rdParty DMS Systems A D A P T E R S Universal Content Management
Images Web
content
Documents Digital Assets
Image & Process Mgmt Document Capture
Oracle Enterprise Content Management
Oracle Enterprise Content Management
Complete
Complete OpenOpen IntegratedIntegrated Best of BreedBest of Breed
#1
Strategy Continuity
“Best ECM”
Oracle ECM
Analyst and Industry Reviews
Leader
Enterprise Content Management Records Management
51
InfoWorld Magazine, February 2008
Leader
Oracle Content Management
Unified and Integrated
• Moving ECM from “Point” to “Platform”
• Low Cost of Ownership
• Unified ECM
• High Return on Investment
• Leveraging Fastest Growing Middleware Stack
• Effective Standardization
• Effective Standardization
• Content Platform for the Enterprise
• Improved Business Responsiveness
• Content Management for
Enterprise Applications and Portal
• Risk Mitigation
• Federated Records Management
