streamlining content management using portal technologies
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Streamlining Content Management Using Portal Technologies. Laurence Hart. Senior Systems Architect Infodata Systems. Agenda. Leveraging What You Know The Role of the Enterprise Knowledge Portal Portlets Portal Taxonomy Getting Started On The Journey Evolving the portal Success factors - PowerPoint PPT PresentationTRANSCRIPT
Streamlining Content Management Using Portal Technologies
Laurence Hart
Senior Systems ArchitectSenior Systems ArchitectInfodata SystemsInfodata Systems
Agenda
Leveraging What You Know The Role of the Enterprise Knowledge
Portal– Portlets– Portal Taxonomy
Getting Started On The Journey– Evolving the portal– Success factors
Questions and Answers
Problem
How can we handle the glut of information? How do we process it,
learn from it, and use it to accomplish the goals of the
organization?
Solution
Create an Enterprise Knowledge Portal by integrating portal and enterprise content management
technologies to accelerate knowledge capture and provide
personalized access across a global enterprise.
What is the EKP?
Gartner’s Portal Framework
Criteria
Robust Search– Structured repositories– Unstructured repositories
Taxonomy support Content management/aggregation Personalization
– Individual– Role
Application integration/development
The Enterprise Knowledge Portal
Provides access to existing information Allows for the management of
knowledge– Creation– Collection– Organization– Distribution
Takes knowledge and turns it into CONTENT
Portlets
Enable core application functionality in a portal
Access enterprise applications or the Internet
Follow the 95/5 rule– 5% of the application’s functionality– 95% of the usage
DocumentumeContent Portlets
Core functionality provided– Creation: Inbox, Workflow Status– Collection: My Docs, Inbox– Organization: Browse, Cabinet– Distribution: Search, My Favorites
Custom portlets Several vendors either have them or
are building them: Plumtree, Epicentric
Inbox Portlet
Lessons LearnedeContent Portlet
The Portal Taxonomy
A hierarchical directory of documents– Browsable– Searchable
Populated using two methods– Manual creation– Automatic creation using a crawler
TwoTaxonomies
W D K 4.2W D K 4.2
Documentum InThe Taxonomy
How do we get content from Documentum into the Portal Taxonomy?
Manually…… Automatically……
Method SecurityTaxonomy
Classification Timeliness
Publish to the Intranet and crawl
Create when
crawled
Classified when crawled
Two step processDelayed updates
Crawl Documentum directly
Imported Hierarchical structure can be
mirrored
One step processInstant updates
The Documentum-Portal EKP Architecture
Solid Architecture– Distributed– Personalized– Secure
Documentum– eContent Services for
Portals
Portal Vendor– Content Crawlers
PotalDatabase
DocumentumRepository
DocumentumeContent Portlet Server
PortalWeb Server
Browser Client
DocumentumContent
PersonalizedMy Page
DocumentumeConent Portlets
Portal & PortletPreferences
DocumentumContent &
Information
DocumentumCrawler
Taking the EKP Journey
It’s a Journey
Define the vision and begin Invest in your information – not just
the technology infrastructure Separate hype from reality Evolve the EKP
– Start small and then grow– Deploy horizontally– Iterate deployment
Success Factors
“Quick-Hit” Approach– Clearly demonstrate the benefits– Keep it simple– Six to eight weeks to first pilot
Planning, Planning, Planning– Get help– Define the schedule– Stick to the schedule– Budget for the evolution
Cataloging Knowledge
Metadata Standards– Tagging– Terminology
Enterprise Taxonomy Definition Lifecycle Management policy and
standards– Quality– Retention– Preservation
Security
Keep everything in synch– Users– Groups
Design the Portal security model in conjunction with the repository models
Synchronize on a third party?– NT security– LDAP
Build the Excitement!
Users need to want to use the portal Educate the users
– Pre-deployment campaign– Hit the advertised dates
Add some FUNctionality– Popular Comics– Sports Scores
Summary
Accelerate content with an EKP– Create, Collect, Organize, and Distribute– Personalize on a global scale
Leverage Documentum into the Portal– Portlets, crawlers– Check the level of integration
It’s a journey
Questions and Answers