quickr connectors and ecm

21
Atos, Atos and fish symbol, Atos Origin and fish symbol, Atos Consulting, and the fish itself are registered trademarks of Atos Origin SA. August 2006 © 2006 Atos Origin. Confidential information owned by Atos Origin, to be used by the recipient only. This document or any part of it, may not be reproduced, copied, circulated and/or distributed nor quoted without prior written approval from Atos Origin. Quickr Connectors en ECM Introductie

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Presentation on creating a bridge between formal and informal ECM processes in an organisation by using Lotus Quickr ECM. With a focus on desktop connectors to enhance the user with Basic Content Services within daily used content tools.

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Page 1: Quickr Connectors and ECM

Atos, Atos and fish symbol, Atos Origin and fish symbol, Atos Consulting, and the fish itself are registered trademarks of Atos Origin SA. August 2006© 2006 Atos Origin. Confidential information owned by Atos Origin, to be used by the recipient only. This document or any part of it, may not be reproduced, copied, circulated and/or distributed nor quoted without prior written approval from Atos Origin.

Quickr Connectors en ECMIntroductie

Page 2: Quickr Connectors and ECM

2 Quickr ECM Proof-of-Technologie; ECM Connectors

Introductie

Peter den OudenEnterprise Content Management Consultant – IBM ECM (FileNet) +31 (0)6 30318572

Richard van DelftEnterprise Content ManagementConsultant – IBM ECM +31 (0)6 54265474

Guus DisselkoenEnterprise Content ManagementConsultant – IBM ECM (Lotus & WS) +31 (0)6 2223 5876

Page 3: Quickr Connectors and ECM

3 Quickr ECM Proof-of-Technologie; ECM Connectors

ECM Desktop integratie2

AgendaDesktop integration & Collaboration 2.0

Introductie

3 Product specificaties: Lotus Quickr

1

4 Demo: Lotus Quickr Connectors

5 Lab: Lotus Quickr ECM

ECM Desktop integratie

6 Quickr implementatie overwegingen

Page 4: Quickr Connectors and ECM

4 Quickr ECM Proof-of-Technologie; ECM Connectors

Enterprise Content ManagementECM betreft de gehele organisatie

Lotus SameTime

CollaborationBPM

Business Process ManagementOffline support

Lotus Quickr

Record ManagementDocument Management

Mobile support

Office Suites Windows Explorer

Lotus NotesSharePoint

Chat

Knowledge Management

Connecting

Archiving

ECM

WIKI

BLOG

Basic Content Services

Eindgebruikers participatie is voorwaarden voor succes

Workflow Management

Network storage

Page 5: Quickr Connectors and ECM

5 Quickr ECM Proof-of-Technologie; ECM Connectors

Documenten: Creatie & gebruik

“ECM Service Bus”

Als onderdeel van het werkproces

Network drive | Collaboration platform | ECM platform

Creation & UsageCreation

Storage

End-user desktop

Page 6: Quickr Connectors and ECM

6 Quickr ECM Proof-of-Technologie; ECM Connectors

Documenten: Creatie & gebruikAls onderdeel van het werkproces

Creatie & Gebruik

Opslag

“ECM Service bus”

Voordelen voor eindgebruikers

» ECM processen worden ondersteund in het werkproces ipv een proces op zichzelf.

» De opslag is transparant voor de eindgebruiker

Voordelen voor IT

» Mogelijkheid verfijning archiverings-strategie en federated opslag architectuur

» Content wordt minder vaak gedupliceerd (<storage capaciteit)

Bedrijfsvoordelen

» Eenvoudiger om Records Management (Compliancy) en Process management te implementeren

» ECM Governance model

Page 7: Quickr Connectors and ECM

7 Quickr ECM Proof-of-Technologie; ECM Connectors

AgendaDesktop integration & Collaboration 2.0

ECM Desktop integratie2

Introductie

3 Solution overview: Lotus Quickr

1

4 Demo: Lotus Quickr Connectors

Product specificaties: Lotus Quickr

5 Lab: Lotus Quickr ECM

6 Quickr implementatie overwegingen

Page 8: Quickr Connectors and ECM

8 Quickr ECM Proof-of-Technologie; ECM Connectors

Lotus Quickr provides a universe of capabilities…

Lotus Domino IBM JCR IBM FileNet * SharePoint * Other

Shared Content

TeamWorkspaces

Anywhere, AnytimeWorkflow

WikisTeam Blogs

Business templates

Quickr Content Stores

Library management, check in & out, version control, views, security, custom meta-data for a variety of business content types

Self-service, customizable team sites with an extensible infrastructure (membership mgmt, search capabilities), that support a full team lifecycle

A collection of reusable collaborative components (libraries, calendars, tasks, blogs, lists, Web content authoring...) to build powerful applications

Templates for immediate out-of-the-box value and support of common business processes, including Innovation Place, project & meeting management

Basic workflow for notification and approval

Offline services, extranet access, versatile portlets, to expand and facilitate collaboration

* - Requires separate purchase; supported in future release of Lotus Quickr

Page 9: Quickr Connectors and ECM

9 Quickr ECM Proof-of-Technologie; ECM Connectors

Lotus Quickr - ConnectorsD

esk

top inte

gra

tion

Desk

top inte

gra

tion » MS Office (Word, Excel PowerPoint)

» Outlook

» Windows Explorer

» Lotus Quickr/FileNet/SharePoint/Documentum

» JSR168 portlet

» RSS/ATOM feeds

» Lotus Symphony/Open Office

» Lotus Notes

» Lotus SameTime

Page 10: Quickr Connectors and ECM

10 Quickr ECM Proof-of-Technologie; ECM Connectors

Quickr en ECM – toegevoegde waarden

Kenmerken Lotus Quickr Kenmerken ECM Systemen

» Basic content services, versie management ACL, Check-in/out, Zoeken

» Advanced content management, Records Mgmt, BPM, Imaging, Archivering, etc.

» Kleinere investering » Grotere investering

» Intuitive, eenvoudige interface » Meer gespecialiseerde interface

» Focus op team collaboratie » Focus op proces.

» Collaboratie tooling zoals: Blog, wiki, team kalender, taken, etcetera

» Minimale collaboratie

» ‘Self service’ voor eindgebruikers » Deployment en beheer gecentraliseerd bij IT

» Aanpasbaar voor business eigenaar (via eenvoudige stappen)

» IT voert aanpassingen door

» Lotus Quickr is gericht op team collaboratie, Basic Content Services, connectors, LOB

applicaties, etc.

» ECM systemen gericht op BPM, Record Management, archivering, opslag enterprise

assets, etc.

Page 11: Quickr Connectors and ECM

11 Quickr ECM Proof-of-Technologie; ECM Connectors

Quickr – ECM integratie aspecten

Quickr ECM integratie is op te splitsen in 4 onderdelen:

1. Quickr (desktop) connectors kan zowel met Quickr als met ECM back-end systemen werken» Quickr connector werkt ook in omgeving zonder Quickr server

2. Content verplaatsen van Quickr workplace naar ECM» Het is mogelijk om handmatig of automatisch content te verplaatsen, te verplaatsen en

een link te maken, of te kopieren

3. ECM content in een Quickr workplace tonen» Een (atom) feed in Quickr tonen van ECM folders en/of documenten

4. Het doorzoeken van ECM content via de Quickr Web interface» Full text search van ECM content en meta data

Page 12: Quickr Connectors and ECM

12 Quickr ECM Proof-of-Technologie; ECM Connectors

Architectuur concept

12

IBM FileNet P8 4.0.1, 4.5

IBM FileNet Services for Lotus Quickr

Content Manager 8.4

IBM Content Manager Services for Lotus Quickr

Lotus Quickr connectors

Page 13: Quickr Connectors and ECM

13 Quickr ECM Proof-of-Technologie; ECM Connectors

AgendaDesktop integration & Collaboration 2.0

ECM Desktop integratie2

Introductie

3 Product specificaties: Lotus Quickr

1

4 Demo: Lotus Quickr ConnectorsDemo: Lotus Quickr Connectors

5 Lab: Lotus Quickr ECM

6 Quickr implementatie overwegingen

Page 14: Quickr Connectors and ECM

14 Quickr ECM Proof-of-Technologie; ECM Connectors

Demo omgeving

Client side:

» Lotus Quickr Connectors 8.1.1.175

» Lotus Notes 8.0.2

» MS Office 2007

» MS Outlook 2007

Server side:

» Lotus Quickr J2EE versie 8.1.1» HTTP,» Websphere application server» DB2» LDAP, Domino 8.0.2

» IBM Filenet P8 versie 4.0» LDAP, AD» Websphere application server

Hardware and software configuratie

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15 Quickr ECM Proof-of-Technologie; ECM Connectors

live d

em

onst

rati

eliv

e d

em

onst

rati

eLotus Quickr demo

Microsoft Explorer

Lotus Quickr integratie

Microsoft Office

Lotus Quickr integratie in office omgeving

Integratie Quickr en emailLotus Notes & Outlook connector

Page 16: Quickr Connectors and ECM

16 Quickr ECM Proof-of-Technologie; ECM Connectors

AgendaDesktop integration & Collaboration 2.0

ECM Desktop integratie2

Introductie

3 Product specificaties: Lotus Quickr

1

4 Demo: Lotus Quickr ConnectorsDemo: Lotus Quickr Connectors

5 Lab: Lotus Quickr ECM

6 Quickr implementatie overwegingen

Page 17: Quickr Connectors and ECM

17 Quickr ECM Proof-of-Technologie; ECM Connectors

live d

em

onst

rati

eliv

e d

em

onst

rati

eLotus Quickr - Oefeningen

Lotus Quickr

Lotus Quickr teamplace openen en documenten bewerken

Windows Explorer

Via Windows Explore bestanden verplaatsen, etc.

Microsoft Office

Documenten opslaan in ECM Quickr

Page 18: Quickr Connectors and ECM

18 Quickr ECM Proof-of-Technologie; ECM Connectors

AgendaDesktop integration & Collaboration 2.0

ECM Desktop integratie2

Introductie

3 Product specificaties: Lotus Quickr

1

4 Demo: Lotus Quickr ConnectorsDemo: Lotus Quickr Connectors

5 Lab: Lotus Quickr ECM

6 Quickr implementatie overwegingen

Page 19: Quickr Connectors and ECM

19 Quickr ECM Proof-of-Technologie; ECM Connectors

ECM & Office integratie opties

Lotus Quickr ECM

» Windows explorer integratie

» Mail integratie (opslaan attachment)

» Quickr enabled FileNet P8 werkgebied

» Velden web formulier + attachment(s)

» -

FileNet P8 office integratie

» Geen Windows explorer

» Beperkte mail sent integratie

» Alle geauthoriseerde FileNet werkgebied

» Object Meta data

» Document invoer sjabloon

Quickr of FileNet P8 office integratie

Page 20: Quickr Connectors and ECM

20 Quickr ECM Proof-of-Technologie; ECM Connectors

Quickr & ECM; licentie opties

Optie 1: Volledige collaboratie & ECM Optie 2: Volledige collaboratie & beperkte ECM

ECM :

» IBM Content Manager 8.4.1

»of

» IBM FileNet Content Manager 4.0.1 or 4.5

IBM Content Manager Collaboration Edition 8.0

» IBM Content Manager 8.4.1 (beperkt)

» Lotus Quickr (volledig)

Collaboratie:

» Lotus Quickr 8.1.1

IBM FileNet Content Manager Collaboration Edition 8.0

» IBM FileNet Content Manager 4.0.1 or 4.5 (beperkt)

» Lotus Quickr (volledig)

Page 21: Quickr Connectors and ECM

21 Quickr ECM Proof-of-Technologie; ECM Connectors

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