DB2 Content Management

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DB2 Content Management

D2 - 05 DB2 Content Management.ppt 2

Instant messages,

e-mail Orders, Confirmations

Customer/ Supplier Records

Customer Correspondence,

Reports Photos, Videos,

Audio (Phone Conversations)

Web Content Invoices, Financial and Tax

Statements

Call Center

@

Business Content

Create Search Store Manage Distribute

Retain

Business Data Also Includes Unstructured

Content

On Demand Access is Required

Wireless & PDA Kiosk

Portal / Browser

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3. Search, View And Manage 2. Store and

Manage

DB2 Content Manager

Storage Systems

1. Capture and Create

ERP SCM CRM

Integration Workflow Search

Doc / Records Management

Storage

Collaboration Secure Access Personalized

Delivery

DB2 Content Manager

Extends information management to include unstructured formats

One interface, “one” source

Integrate unstructured content into core business process

Eliminate paper based processes

Also for regulatory and policy compliance

Comprehensive content capture, control, and management

Storage management, records management, collaboration, and portal

DB2 Content Manager

Common repository for all types of content

Folder paradigm to organize content items into groupings

XML import/export and schema mapping utility

Broad support for types of content

Native resource managers deliver stored content

Integration with other resource managers

Supports document based workflows

GUI workflow builder

Pre-built integration with Portal

Content Management Portlets

Web service interface

Access items stored in DB2 CM and content / routing functions

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Folder Paradigm to Organize Content Items

XML schema defines

organization scheme

Content items are delivered

by resource managers

Folder maybe used by

humans in workflow

Claim Folder

Claim ID Customer Name

. . .

Resource Manager

Photograph Document Video Clip

Photographs Scanned Documents

Video Clips

D2 - 05 DB2 Content Management.ppt 6 XML

Doc . XML Doc .

User Schema Storage Schema

CM

Import/Export

XSLT scripts

XML Doc . XML Doc . conforms to

conforms to conforms toconforms to

Import

Transforms user’s XML Schema into a CM-compliant storage schema

Allows user to modify storage schema (schema editor)

Generates XSLT scripts

Provides persistent store for schemas, mappings, and XSLT scripts

Provides schema import, export and XSLT transformation services

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D2 - 05 DB2 Content Management.ppt 7 IBM

Accessing Unstructured Content

Our Customer Service Reps not only need access to information in databases, they need access to pictures, text, and other paper-based information. How can we access this information as easily as the rest of our data?

This is a need common to many companies. DB2 Content Manager allows you to manage unstructured data similar to how you manage your structured information.

On Demand Insurance CIO

Claims Information

Police reports, pictures

Customer Service Representative

Customer Service Representative at On Demand

Insurance Needs Instant Access to Claims

Information

Claims information was maintained in paper files

Each file contained photos, police reports, forms, and adjuster

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D2 - 05 DB2 Content Management.ppt 9 Portal, eClient or Windows

Single point of access

Flexible content model

Document workflow

Highly scalable architecture DB2 Library Server

Content categorization / mgmt

Descriptive metadata

Fast content searching

WebSphere Resource Managers

Capture archive content

Content retrieve directly from appropriate server

Tivoli Hierarchical Storage Management integration

What do we have in Neha Shah’s file? Claim #2153 Inspection Report Picture of House

Content Consumer

Portal, eClient or Windows

WebSphere Application Server

Resource Managers Resource Managers Resource Managers Resource Managers Stored Procedures

DB2 / Oracle Library Server Content Manager API WebSphere Application Server store and search

retrieve

DB2 Content Manager

DB2 / Oracle

DB2 Content Manager Delivers Claims

Information On Demand

D2 - 05 DB2 Content Management.ppt 10 DB2 Content

Manager

Unstructured Claim Data

Signed insurance agreement

Copy of claim form

Picture of house

Notes from previous calls

All now digitized!

Customer Service Representative

DEMO: Claim Content Readily Available

Customer Service Representative to review policies for a customer inquiries of claims

policies contains pictures, pdf

documents, …

Customer Service Representative to view all different documents from one place

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Workbasket Collection Point

Decision Point Sub Process Start

Stop Split and Join

Business Application

Embedded workflow engine

Performance, small footprint, integrated ACL

Enablement for application development

Java and C++ API, Java Non-Visual Beans and C++ components, web services

Supported in eClient and Windows Client

Modeling capabilities:

Branching based on specified action

Server exits on entering/leaving work nodes

User-defined actions/action lists

…

Document Routing Workflow

Content Management Portlets

A complete collection of WebSphere Portal portlets exposing the full capabilities of DB2 Content Manager

Logon

Search Query Search Results View Document/Folder Single-Sign-On

(Credential Vault) Import Document Download Document Edit Attributes of Item

(re-indexing) Folder Hierarchy

Enhancements Create New Folder

Delete Item (document(s) or folder(s)) Text Searchable Attributes and Content

And more…

Leveraging WebSphere Portal Click-to-Action

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DB2 Content Manager Web Services

Java servlet plug-in to WebSphere Application Server

Leverages WebSphere Application Server

Coarsely granular interfaces to minimize network traffic

Generic operations (Create, Update, Delete, Retrieve, Search, etc.)

Data returned as XML documents

Batch mechanism to group operations together

Binary data support

DIME and MIME attachments

URLs

Base 64 for inline binary content

WSDL from a customer’s DB2 Content Manager metadata

Tools to generate WSDL based on item types

Comprehensive Java, VB, and C# based sample applications

How client-side components utilize DB2 Content Manager Web services

interfaces

D2 - 05 DB2 Content Management.ppt 14 Imaging

Document Management High Volume Report Mgmt Digital Asset Management

IBM DB2 Content Manager

- Document Manager

- OnDemand

- VideoCharger IBM DB2

Content Manager Archiving

IBM DB2 CommonStore - SAP

- Exchange - Domino

Records Management

IBM DB2 Records Manager

Web Content Management

Workplace Web Content Management

Digital Rights Management

IBM DB2 Rights Manager

Digital Asset Management

IBM WebSphere Information Integrator Content Edition

Information Integration

IBM DB2 Content Manager Portfolio

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DB2 Records Manager

US DoD 5015.2 chapter 4 certification (July 2004)

Treatment of classified records

UK national archives 2002

Formerly known as “Pro II”

Amalgam of 5015.2 + Mo Reg (European Union)

Regulatory and company requirements

Declare company records for special management

e-mail messages and attachments

− from within Lotus Notes and Microsoft Outlook

Corporate documents

Within DB2 Content Manager Document Routing

Store declared records in a centralized repository

DB2 Content Manager

High performance DB2 Content Manager DB2 UDB enQ Handler DB2 Records Manager DB Trigger

As the value of eRecord is “auto”, the DB trigger queues up the item for auto declare/classify by the Records Manager Enabler Server. 1

Application

Configure item type in Content Manager (using Sys Admin Client) to set the eRecord Attribute to “aut”

CM Updates item table and stores content. 3

Records Manager Enabler Server reads item from the auto declare/classify queue as it polls for items 5 7 Records Manager Enabler Host Interface 4

6 Call Records Manager API to declare and automatically classify the record. Records Manager Enabler Server

Set attributes in Content Manager to indicate item is a record and change its ACL

User selects content and imports it into CM. 2

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DB2 Document Management

Creating, storing, retrieving, collaborating and editing documents

Document: an electronic file or a set of inter-related files that make up an unit of information

Knowledge Management • Searching & Retrieve • Library/Taxonomy Mgmt. • Foldering

• Multiple File format • Publishing Renditions – PDF, TIFF

Document Management • Complex Document Handling • Versioning & Relationship Mgmt. • Create/Edit

• Collaboration • Storage • Records Management

DB2 Document Management Services

Compound Document Support

Integrated Records Management w/MS Office and CAD applications

Lifecycle Management

Dynamic Administration

Customize the User Interface & Integrated App.Function

Add Rules based lifecycles, records management on the fly!

Robust Application integration w/MS Office and CAD applications

RELATIONSHIPS

LIFECYCLE

APPLICATION INTEGRATION

EASY TO USE

EASY TO DEPLOY & CUSTOMIZE

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Enables…

Collaborative document creation

Document management across globally dispersed users

Ensures accurate & up-to-date documents are available on demand -where and when you need them

IBM DB2 Document Manager

Robust Document Management Services

Simple and compound document

Engineering file formats

Collaboration and process management

Rules-based document lifecycle

management

Integrated records management

Application integration for Office & CAD

Bulk document loading

Version & Renditioning services

Remote Printing/Plotting

Automated Notification

DB2 CommonStore

DB2 CommonStore for Lotus Domino (CSLD) / Microsoft Exchange Server (CSX)

Archive management of Domino or Exchange documents Full-text indexing and search

Single instance store, compression

Component archiving, enhanced archiving options and archiving

policy definition

DB2 CommonStore for SAP

Archive management of SAP documents

Access to SAP documents from the non-SAP applications Access to non-SAP documents from an SAP application Annotation capability

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Workplace Web Content Management

Manages content intended to be displayed on web sites

Content versioning and rollback

Content and site assets saved as explicit versions and restored

Repurpose content from DB2 Content Manager within Workplace Web

Content Management

Managed reuse of portal documents

Advanced personalization and conditional presentation of external content

JSP applications pull content from Workplace Web Content Management National Language Version (NLV) support

API externalization for programmatic control of Workplace Web Content Management

WebSphere Information Integrator Content

Edition (WIICE)

One interface to diverse content

managers and workflows

Java-based bidirectional

Expose their unique capabilities

Federation content services

− metadata mapping, federated search, and single sign-on

Real-time content views and

workflow access

Workflow

WIICE

Integrate with leading content

stores and workflow engines

Toolkit to develop custom

content connectors

FileNet

IBM CM

Documentum

Stellent Content Mgrs

Workflow Workflow

Workflows

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IBM Federated Records Management Solution

Manage recordkeeping policies for distributed content

Manage all records via one centralized records mgmt. application Use (federated) records-enabled business applications

Apply records control within the business application's repository Easy migration to a single content mgmt. repository, e.g. DB2 CM

Identify, integrate, manage and analyze information, in realtime

-regardless of the type of information, platform or vendor

Reduced risk exposure from retaining too few or too many records Lower records administration costs with streamlined processes Decreased development cost with little custom coding or

implementation work

•75% companies have two or more repositories

•Nearly 25 % have more than 15 content repositories

Content Management in Industry Solutions

Cross industry

Regulatory compliance

OnDemand workplaces

Public

Homeland security

e-government

Social services & social security

Postal

Industrial

Elect value chain mgmt

Product life cycle mgmt

Service after sales – Auto

Finance

Customer insight

Multi-channel transformation

Payments (check, wholesale)

Risk & compliance (Basel II, SEC/NASD)

Core insurance

Distribution

Trading partner collaboration

Customer centric retailing

Dynamic merchandising and

marketing

Communications

SP delivery environment

Cost optimization

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D2 - 05 DB2 Content Management.ppt 25 Challenge

Make policy information available online, ultimately to 9000 agents and 300,000 policy holders

Solution

Store policy related information electronically, including photos, documents, and voice files, using IBM Content Manager

Enable worldwide access thru IBM Enterprise Information Portal

Value

Broke its all-time record for new business

Boosted premiums at each agency by an average of 35 percent. Process 98% of new applications in 24 hours vs. 60 daysfor competition

“In this business, there are leaders and followers. Along with IBM, ACUITY is setting the industry's standards by using today's most cutting-edge technology to propel past competition and serve our agents like never before."

Neal Ruffalo, Vice President of Information Technology, ACUITY

ACUITY

Partners: Turning Products into Solutions…

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D2 - 05 DB2 Content Management.ppt 27 Advanced Standard

Advanced 10. Collaboration

No No

Advanced 11. Enterprise Content Integration

No No

Advanced 9. Email Archive / Data Archive

Standard Primitive

Advanced 8. Workflow

Standard No

Advanced 7. Records Management

No No

Advanced 6. Production Image Management

No No

Advanced 5. Enterprise Report Management (COLD)

No Advanced

Standard 4. Rights Management

Primitive No

Advanced 3. Digital / Media Assets Management

Standard Standard

Advanced 2. Document Management

Primitive Standard

Advanced 1. Web Content Management

Oracle Microsoft

IBM Content Management Capabilities

IBM Content Management Advantages

Source: IBM DB2 Competitive Research, 2005

Accessing Unstructured Content

Now with DB2 Content Manager

we can quickly and easily access

all our customer related content

in electronic form.

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DB2 Content Management