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FileNet Training. August 7, 2014. Agenda. FileNet Overview Introduction to Content Engine Introduction to Process Engine Introduction to Aplication Engine FileNet in General Case Studies & Excercises Queries. An Office Environment. Storage. - PowerPoint PPT PresentationTRANSCRIPT
FileNet Training
April 22, 2023
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FileNet Overview Introduction to Content Engine Introduction to Process Engine Introduction to Aplication Engine FileNet in General Case Studies & Excercises Queries
Agenda
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An Office Environment
Reception Internal Office Staff
@
How do I manage all the content? Let
it be in store
Storage
Paper Form
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An Office Environment Contd…
I need my document
Please wait while we find your document
How do I search one document from so many?
Other Problems due to Manual Processes
Manual Receiving
Users
Web
Manual StorageDocuments, Forms
& Images
Lots of Unstructured
Content Organization's Environment
Various Departments Global Offices
Problems Faced during Information Retrieval
Missing Information
ComplianceIssues
Time Consumed
Manual Verification Customer Service
Cost & Effort
Paper Forms
Users & Data Sources
It’s not enough to “M
ANAGE” Content !
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What is Enterprise Content Management?
Content
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Collaborate
Create, access, and manage
Search
Secure
Lifecycle management
Archive
ENTERPRISE WIDE
Print Output
Enterprise Applications(Invoices, Statements, etc.)
Databases
Forms
Photos, Graphics, Video
Web Pages
Paper Documents & Files
Electronic Documents
Fax
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Enterprise Content Management“Enterprise Content Management: the technologies, tools, and methods used to :
• Capture• Manage• Store• Preserve &• Deliver content across an enterprise.”
Reception Internal Office Staff
@
How do I manage all the content? Let it be in store
Storage
Capture Manage
Store & Preserve
Deliver Content Across Enterprise
How FileNet function as an ECM Product
MANAGE
PRESERVE
STORECAPTURE
DELIVER
Document Imaging (FileNet Capture)
Forms Processing (FileNet Forms
Manager)
Email Management(FileNet eMail
Manager)
Indexing
Categorization
Paper | Optical
Office Documents | Forms | Rich Media
e-Forms | XML | CAD Drawings
Paper | Internet | Extranet | Intranet | Portal | E-Mail | Fax | Mobile Devices
(FileNet WCM)
Collaborative Reviews | Information Sharing | Team rooms | Discussion Forums
(FileNet TCM)
COLLABORATION
FileNet Repositories
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What is Business Process Manager?
Process
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Auditable
Consistency and control
Handle exceptions
Automate, streamline, and optimize
Simulate and analyze
Activating content
ENTERPRISE WIDE
Transactions
Web Content Review & Approval
Customer Service
Human Resources
RegulatoryCompliance
Contract Review
Connectivity
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People to people
Multiple repositories
Virtual Content Management
Systems to people
Systems to systems
CRMERP DataWarehouse
LegacyApplications
Other ContentSources
3rd PartyApplications
Customers
Employees Suppliers
Partners
Business Process Management
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Content
Connectivity
Process
Process
CRMERP DataWarehouse
LegacyApplications
Customers
Employees Suppliers
Partners
Other ContentSources
3rd PartyApplications
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BPM – Business Benefits Data Entry
• Reduce Manual Data Entry / reuse data once entered
• Improve time to capture data • Eliminate / reduce errors • Multi-Channel Integration• Better customer experience
Process Automation• Reduction of cycle time • Lower cost / higher volumes of
transactions• Effective SLA tracking• Process Monitoring and escalations • Equitable distribution of work • Real time visibility to processes
Process Optimization• Simulate processes • Eliminate Process Bottlenecks• Re-engineer processes • Increase ROI on existing systems
Handle exceptions faster and better • Better monitoring and capture of
exceptions• Auto-approvals • Straight through processing
Improved Decision Making• Better review process results in better
decisions• Faster decisions because of availability
of all data Consistent Execution
• Process driven rather than people driven• Better and predictable customer
experience
Increased Efficiency Enhanced Effectiveness
Improved Regulatory Compliance• Flexible system enables faster regulatory
compliance Supports changing market demands
• Facilitates implementation of newer processes and business models
Supports Agility
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Content Engine Architecture
1. APIs provide extensible Platform for development and cross repository queries
2. J2EE compliant application server
3. Highly scalable
4. Object-oriented, extensible metadata model for data representation
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Process Engine Architecture
1. Workflow enabled architecture
2. Email Notification
3. Rules Connectivity Framework
4. Process Task Manager – configure and manage process services
5. Workflow database
6. Component Integrators provides extensible Integration framework
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Application Engine Architecture
1. Workplace: 1. Build using WAT
framework2. Leverages XSL for
rendering3. Graphic interfaces –
PTM, PD, PCC , PA, etc
2. Content and Process API
3. Workplace Configuration and Customization
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FileNet Workplace Overview
Demo on Workplace
Demo on Customization
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Agenda FileNet Overview Introduction to Content Engine Introduction to Process Engine Introduction to Aplication Engine FileNet in General Case Studies & Excercises Queries
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Business Objects
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FileNet Document Lifecycle
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Workplace Overview My Workplace Browse Create/Modify Folders Create/Modify/Append/Annotate Documents Level of Customization Security
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Search Templates Type of Search Templates
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FileNet Enterprise Manager MMC console Administrative console Creation of Document Class, Custom Object
classes
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Q & A