Documentum Ecm Evaluation Guide
Documentum Ecm Evaluation Guide
Documentum Ecm Evaluation Guide
Preface
The explosion of information fuelled by the Internet is now driving
organizations to externalize their business processes in order to
communicate with and better service their customers, suppliers and
employees. Capturing, managing and distributing the many forms of
unstructured documents and "content" now being generated is now
therefore a crucial requirement for corporate growth and survival.
Understanding how to apply document, business process and content
management technologies with the right infrastructure is essential in
order to integrate both front and back office business processes,
leverage corporate information assets and establish more effective online business relationships.
As an AIIM Advisory Trade Member, Documentum's ECM Evaluation
Guide is a welcome educational approach and provides a rich source of
information for organizations now evaluating their information and
content management goals. This concise and comprehensive guide
identifies many of the key requirements for an ECM solution and offers
a framework for evaluating an organizations specific requirements.
John Symon
Sr. Vice President
AIIM International Europe
The Enterprise Content Management Association
Index
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Introduction
Purchasing enterprise content management (ECM) software, like any enterprise software,
represents a major commitment of resources time, money, and staff. This guide will help you
make an informed purchase decision.
Finally, some advice to keep in mind as you read through the guide. The acquisition of enterprise
software is often driven by an immediate business need. In evaluating ECM solutions, remember
that whatever you buy today should not only help you solve todays problem but tomorrows
as well.
Workflow
Defines and automates business processes associated with creating and distributing documents
Lifecycle management Identifies and enforces document stages such as reviewed, approved, published, archived,
and retired
Attribute-based and full-text searching Allows users to navigate large sets of information without knowing
how that information is organized or stored
Enables faster integration with legacy systems and leading business-critical applications
Asset security Provides a multi-level security model that can be applied to assets, individual users, and user groups
Batch-mode capture Easily captures, imports, or moves large numbers of files into a repository
Desktop editing capability Integrates with leading desktop non-linear editing software to
simplify offline production
Streaming audio/video Integrates with popular streaming servers, enabling users to view streamed media without
waiting for long file downloads
Rendition management Manages related files in multiple formats as a single object, facilitating search,
reuse, and tracking
Transformation Automates standard media transformations such as MPEG to AVI, resizing, cropping, etc.
Compliance
Compliance has become a hot-button issue for companies and organizations in every industry. It was not so long ago that
compliance primarily concerned a small number of organizations operating in highly regulated environments such as
pharmaceuticals, aerospace, and government. Today, with the increased focus and sensitivity toward financial and publicly
disclosed documents, every organization regardless of industry must be concerned with compliance in regard to both
their own business practices as well as the policies set by industry and regulatory agencies.
Moreover, in these tough economic times with investors wary of any irregularity, companies need to project absolute
confidence in the accuracy of any document they create or publish. An ECM solution can help businesses achieve that
confidence through control of guidelines and procedures. Compliance capabilities enable organizations to automate,
control, and audit their business processes from the moment content is created to the point it's published
or eventually archived.
Meet your interpretation of regulatory and industry compliance guidelines such as: 21-CFR-Part 11, ISO, SEC, DoD,
OSHA, HIPAA, and the EPA
Automate business processes to manage documents through a controlled lifecycle including retention and archival
Configure audit trails to ensure on-going compliance
Use digital signatures and encryption for enforced security
rules, cannot be changed or deleted and must be retained over time for administrative, regulatory, or legal requirements.
Allows organization to track which files were accessed by whom, how the files were used,
User authentication
Provides a mechanism for verifying user identification, typically through user name and
password, but may involve more elaborate means of identification, such as smart cards or biometrics
Goes beyond simple read/write access to enable more careful control over
content; for example: no access, browse, read, relate, version, write, delete
Strong security
Delivers on a key requirement for compliance, especially when information is accessed over public
Collaboration
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The old adage, "knowledge is power," is finding expression today in the sharing of ideas, information, and work in
progress. People are more effective and efficient when they can tap into existing know-how and leverage it in new,
collaborative-based process. That's why collaboration is behind every new product or service.
To flourish, though, collaboration depends on the right technology. But many of today's collaboration solutions are
incomplete for example, they might enable chat and discussion, but not support the capture of these discussions for
future reference or the ability to turn a discussion into a formal project. Bringing collaboration together with content
management allows users to pull teams together quickly, involve all participants, leverage all relevant content, and manage
business processes to completion. Indeed, business requirements are increasingly underscoring the need for
integration of these two areas.
Content sharing
Allows users to access documents, illustrations, photographs, presentations, animation, and video
Project-based tools
Creates shared workspaces to support project teams and manage the complexity
of project activity
Inter-enterprise workflow
Virtual teams
Provides a workspace for ad hoc assemblies of contributors across functional departments, across
disparate geographies and time zones, and across separate enterprise organizations
Invokes functionality such as SSL encryption and support for digital certificates
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Though you may be evaluating enterprise content management for a variety of applications, there is generally only one
driver for ECM the strategic necessity of using enterprise knowledge assets for competitive advantage and organizational
efficiency. Whether its a consumer Web site or corporate portal, a supply chain management application or partner trading
exchange, youve realized that content structured and unstructured information is either the key to greater business
efficiency and larger operating margins or the bottleneck that prevents them. Youve also realized that no departmental
solution can possibly keep pace with the rapid growth of enterprise content. Youll end up with isolated silos of content
that cant even communicate, much less exchange information.
So, an enterprise solution is in order. And there are some basic capabilities you should expect from an ECM system. These
form the necessary foundation, the "pillars" of a content management solution. The pillars do not represent every function
that an ECM system can possess but, without these features and characteristics, a content management system will not be
scalable enough, robust enough, or secure enough to deliver trusted and relevant content to your customers, partners,
suppliers, and employees.
Architecture
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Single Server, Single Repository: This is the simplest configuration, which provides centralized storage, access, and
management of content using a single repository. The single-server configuration has one instance of a relational database
for metadata storage and one area for storing content.
Multi-Server Repository: In this configuration, there are multiple Content Servers in geographically distributed
locations. This enhances performance by locating a server to process user requests close to a user community. Content
remains in a single repository.
Multi-Server Repositories with Distributed Content: Content storage and request processing are handled from
multiple locations. This optimizes bandwidth usage by reducing the need for large file transfers over the network.
Multiple Repository Using Replication Services: Replication Services extends the architecture used with
distributed content to the automatic replication of attribute information. It removes the constraint of using a single
database for attribute information and enables local servers to function autonomously as well as participate in a distributed
environment.
Repository Federations: Repository Federations are groups of cooperating repositories that share common definitions
to ensure the integrity of cross-repository operations. Users, groups and security settings are defined in a single repository.
Smooth and consistent operations are ensured throughout the enterprise and between organizations by defining critical
items once, and applying those definitions across the entire enterprise.
Documentum Content Server configuration options can be combined and altered to provide the right solution for your
content management needs today and a future-proof migration path for tomorrow.
As you evaluate ECM solutions, insist that potential vendors demonstrate the flexibility and scalability of their
architecture. More than any other content management component, system architecture is almost impossible to "fix" once
it's found to be inadequate. As Documentum founder Howard Shao says, "Architecture cannot be an afterthought."
Scalability
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Horizontal scalability: Each tier of the Documentum platform scales across multiple servers, allowing
customers to effectively build and grow highly available, low-cost systems with excellent performance.
Transparent load balancing at each tier helps to provide uniform resource consumption and continuous
operation for high availability.
Vertical scalability: Documentum software scales up high-performance servers, facilitating data center
consolidation and significantly reducing the cost of managing large production environments. The partitioning
and load balancing used in multi-server environments is also effective when scaling within a large symmetric
multiprocessing (SMP) host.
Standards Support
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Usability
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Most likely your organization has a heterogeneous population of potential system users from IT personnel and
developers to non-technical staff in many functional departments. Your content management solution must address the
needs and provide the right interface for each constituency.
Globalization
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Today, organizations frequently look beyond their geographic borders for new markets. Obviously, the Internet is emerging
as the pre-eminent vehicle to reach those markets. Although at present the Web is predominantly an English language
medium, 70 percent of all Web users speak little or no English. In fact, of those for whom English is not native but who
speak it passably or well, 80 percent still prefer to transact business in their native tongue.
Clearly, organizations that adopt an English-only approach are ignoring, and perhaps insulting, a significant number of
potential customers. Interaction, persistency, and transaction rates all increase significantly when non-English speaking
users have content in their native language. If your business has global aspirations, it makes sense to present your products
and services with multilingual content.
Multilingual content delivery will soon become an essential part of your channel strategy. Unfortunately, the majority of
content management systems have not been adequately designed with globalization in mind.
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None
Browse
Read
Relate
Version
Write
Delete
Extended permissions, usually part of a system administrators role, include: change location, change date, change
permission, and change owner. Documentum also supports light directory access protocol (LDAP), secure sockets layer
(SSL), digital certificates, and electronic signatures, which are necessary for the approval of electronic content to meet
regulatory requirements.
Make sure your content management solution solves the paradox of security accelerating the flow of information
without risking the value of your information assets.
Library Services
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Check In/Check Out: This is the most fundamental task of an ECM system getting content into and out of the
repository. Check in/check out maintains read only and edit states, locks content while in use to prevent accidental deletion
and overwriting, and ensures that locks on content are visible and understood.
Version Control: As content is created, reviewed and modified, versions proliferate. An ECM system must keep track of
them, maintaining an audit history that includes all versions and renditions. Version control supports the pruning of
unwanted versions and the ability to roll back to earlier versions. Version control should also enable security to be applied
on a per-version basis.
Rendition Management: Renditions are different forms of the same content. For example, a Microsoft Word
document could have an HTML rendition and a PDF rendition. A robust ECM system should streamline the automatic
creation of renditions and maintain their relationship to the original content. This requires a content repository that can
manage complex content objects.
Annotations: Content review and approval often requires the ability to annotate a piece of content. An ECM solution
should support leading annotation tools such as Infodata AnnoDoc. Annotations should be stored as separate objects and
related to the document version for which they were created. These objects can be versioned and will have their own
metadata, making them searchable.
Virtual Document Management (VDM): Virtual document management builds on the relational object model of
the ECM architecture. It enables content objects to be organized, assembled, and published as a single structure without
copying or moving the original objects. The virtual document is a concept that is only realized when it is published. Each
rendition of a virtual document becomes part of the complex identity of each component object. Changes to any of the
original objects are immediately reflected in the compound structure. Examples include an intricate contract that
incorporates language from many parts of an organization, a new drug application, or a manufacturing specification.
Virtual documents are subject to security, version control, workflow and so on, just like any object in the repository.
Whether you are dealing with Web content, traditional documents, rich media assets, or a combination of the three, library
services do a lot of the heavy lifting in an enterprise content management system. Documentum has the most powerful
suite of library services of any ECM solution on the market. Be sure your solution is up to the challenge.
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Enable compliance for companies in highly regulated industries while promoting good business practice throughout
the enterprise
Improve quality by routing key business documents through the appropriate review and approval processes
Boost productivity by enabling users to access and repurpose critical information stored in business documents
Increase operational efficiency and collaboration among all users, including remote employees and external
suppliers and partners
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Content Intelligence
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Enterprise Integrations
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No Application is an Island
To be accurately termed enterprise class, a software application must integrate easily with other enterprise applications.
This is especially true for enterprise content management software because the very nature of ECM is to enable other
processes and functions. Applications such as enterprise resource planning (ERP) and customer relationship management
(CRM) can be consumers as well as contributors of content so it is absolutely essential that your ECM solution feature an
infrastructure that enables seamless integration.
Cross-Enterprise Collaboration
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Records Management
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Manage all physical and electronic records from creation through archiving or destruction
Apply
Safeguard and access relevant records, linking records with related business content, without incurring steep
administration and storage costs
Produce records on-demand, recover deleted content and prove missing records and content were destroyed
appropriately, reducing the risks of associated litigation and fines
Development Environment
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Standard Support Services The cornerstone of our customer support program, which provides expert
troubleshooting and the answers you need to ensure smooth installation and productive operation of your ECM solution.
Key features include free upgrades and maintenance releases, round-the-clock Web access to the Documentum knowledge
base, and expert technical support via phone during normal local business hours.
Extended Support Designed to meet the needs of businesses that delay product upgrades but need to ensure
continued, smooth operation of their Documentum deployment.
Mission-Critical Support Access our worldwide technical support network 24 hours a day, 365 days a year for
lightening-fast response to critical problems.
Developer Support Leverage our development knowledge and experience with the latest technical tools and
capabilities to streamline and accelerate your development process and ensure maximum coding efficiency and quality.
Enterprise Support
Summary
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ECM facilitates the management, distribution, and exchange of large volumes of content within and beyond the enterprise
to customers, employees, partners, and suppliers. Certain basic features are necessary for an ECM solution to deliver
tangible benefits to the organization, and these features have been identified in our guide.
These capabilities are required whether you are considering content management for digital assets, a portal, a customer
Web site, or document management. Not all ECM products have the same technical strengths so its important when
evaluating solutions to compare them in the context of your individual requirements.
If you would like more information about the topics covered here or would like to find out how Documentum can help
you evaluate your content management needs, simply email us at [email protected] or contact one of the
regional Documentum offices listed below.
Documentum, Inc.
6801 Koll Center Parkway
Pleasanton, CA 94566-7047
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phone +49-89-6-66-81-178
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Documentum in
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Fax: 34 91571 7860
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Documentum in Sweden
Tel: +46 (0)8 463 1137
Fax: +46 (0)8 463 3117
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