1. ECM Meets Open Source
The Next Generation of Enterprise Content Management?
Cheryl McKinnon - CMO, Nuxeo
@CherylMcKinnon cmckinnon@nuxeo.com
August 11, 2010 - Boston - LinuxCon 2010
Open Source ECM
Friday, August 6, 2010

2. Introduction
What is ECM / Enterprise
Content Management?
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Open Source ECM
Friday, August 6, 2010

3. What is Enterprise Content
Management?
Popular Definition from
AIIM: The ECM Association
http://aiim.org
“the strategies, methods and tools used to capture, manage,
store, preserve, and deliver content and documents related
to organizational processes. ECM tools and strategies allow
the management of an organization's unstructured
information, wherever that information exists”
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Open Source ECM
Friday, August 6, 2010

4. What is Enterprise Content
Management?
• Emerged as technology category c. 2000
• An umbrella group for point solutions such as
• Document Management (DM)
• Records Management (RM) and/or Archiving
• Workflow / Routing
• Capture / Imaging / Scanning
• Collaboration
• Publishing
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Open Source ECM
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5. May 2010 - Milestone in
Information Management
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Open Source ECM
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6. Today - Convergence of
Disruptive Factors in ECM
• CMIS (Content Management Interoperability
Services) Standard is ratified
• Release of Microsoft SharePoint 2010
• Signals from legacy ECM vendors that market is
beginning to fragment and change
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Open Source ECM
Friday, August 6, 2010

7. Today - Convergence of
Disruptive Factors in ECM
• Information management is no longer a frill in the
knowledge economy
• It is a fundamental infrastructure element
• World of work is increasingly lean, mobile, social and
interoperable
• ECM architectures of the ‘90s reaching end of life
• Governments and businesses know their requirements
better than software vendors
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Open Source ECM
Friday, August 6, 2010

8. Today - Second Generation of
ECM Deployments
• AIIM - May 2010 Market Intelligence Report
• 35% of Respondents are deploying new Enterprise
Content Management systems over next 12-18 months
• 64% of Respondents would consider using Open
Source ECM software products
• Software as a Service ECM alternatives expected to
double over 12-18 months - up to 12% will use SaaS
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Open Source ECM
Friday, August 6, 2010

9. Today - Second Generation of
ECM Deployments
• Gartner - April 2010
• Gartner has seen a sustained rise in open source
content management offerings during the past 2 years
• 90% driven by perception of cost savings - also
increased core maturity of available products, better
flexibility and innovation
• “How to Determine if Open Source Makes Sense for your Content Management Strategy
Publication Date: 15 April 2010/ID Number: G00175045
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Open Source ECM
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10. CMIS - Content Management
Becomes Interoperable
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Open Source ECM
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11. Open Standards / Open
Source
• Taking our Digital Footprint Seriously
• Long Term Preservation
• PDF/A
• Era of Information Overload becomes Dark Ages 2.0?
• Broad, accessible software source code
• User and developer community “future-proofs” against
vendor merger and acquisitions or proprietary file types
• Public sector, large organizations, archives can assert
control over their digital content requirements
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Open Source ECM
Friday, August 6, 2010

12. CMIS - Background
• Original Concept as an AIIM Committee in 2006
• “Interoperable Enterprise Content Management - iECM”
• Kick off meeting - vendors, academics, end-users
• Three vendors created own project
• Microsoft, EMC, IBM
• Expanded to 7 vendors
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Open Source ECM
Friday, August 6, 2010

13. Background
• Draft specification
submitted to OASIS in
2008
• Strong participation and
collaboration among 19
vendors
• Final public draft in
January 2010
• Ratification on May 4,
2010
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Open Source ECM
Friday, August 6, 2010

14. CMIS: Why and What?
• Statement of Purpose
• Define a domain model that can be used by applications
to work with one or more Content Management systems
• Data Model, Abstract Capabilities, Set of Bindings
• Problem of “islands of incompatible systems” making it
difficult for organizations and application developers to
integrate content across and among systems
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Open Source ECM
Friday, August 6, 2010

15. CMIS: Why and What?
• Use Cases for CMIS 1.0
• Collaborative Content Applications
• Portals Leveraging Content Management Repositories
• Mashups
• Content Repository Search
• http://www.oasis-open.org/committees/cmis/charter.php
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Open Source ECM
Friday, August 6, 2010

16. CMIS: Why and What?
• Secondary Use Cases
• Content-centric Workflow and BPM
• Archival Applications
• Compound and Virtual Documents
• Electronic and Legal Discovery
• Not in 1.0 Scope
• RM and Compliance
• Digital Asset Management (DAM)
• Web Content Management (WCM)
• Subscription and Notification
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Open Source ECM
Friday, August 6, 2010

17. CMIS 1.0
CMIS Client : Portal, Scanning, Content
Management or Business Apps
CRUD operations Filing
Document
Metadata
Query : CMISQL
Folder Checkin, Checkout Relations
Renditions
Versions ACL
REST (AtomPub) or
SOAP
EMC/
Open Text/
IBM/Filenet Nuxeo Documen- Sharepoint ...
Livelink
tum
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Open Source ECM
Friday, August 6, 2010

18. Emergence of Chemistry
• Apache “Chemistry” Emerges as Incubator for CMIS
code base
• Nuxeo a co-founder in early 2009 with Day Software
• SAP contributes to OpenCMIS in 2010
• Active contributions ongoing by Nuxeo, Alfresco, Day,
Open Text, SAP
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Open Source ECM
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19. Emergence of Chemistry
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Open Source ECM
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20. Silos: More Harvesting Less
Breaking
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Open Source ECM
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21. Harvesting the Silos
• Finding the common ground across Content
Management Repositories
• Technical Use Cases
• Repository to Repository
• Application to Repository
• Federated Repositories
• http://www.slideshare.net/pie1120/the-point-of-the-content-
interoperability-services-cmis-standard
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Open Source ECM
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22. Harvesting the Silos
• Repository to Repository
• Publish a document from one repository to another
• Example: a document in an ECM system published to a WCM upon
approval
• Manage corporate records from one centralized repository
• Access business records from multiple document repositories in one
records system for consistent retention, disposition
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Open Source ECM
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23. Harvesting the Silos
• Application to Repository
• Use and consume managed content across other line of
business applications
• ERP, CRM, case management systems, collaboration tools
• Let content flow across its natural horizontal business
lifecycle
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Open Source ECM
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24. Harvesting the Silos
• Federated Repositories
• Ability to use and consume content across multiple
repositories
• Appears to end user as one cohesive system
• Ability to build single UI to access content stored in
multiple repositories - entirely different ECM products
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Open Source ECM
Friday, August 6, 2010

25. AIIM iECM Demo Server
• 5 Separate ECM
repositories in a
federated Health Care
Scenario
• Built by Laurence Hart
(@piewords) and
Thomas Pole (Harris
Corp.)
• Repositories all hosted
by vendors - US,
Europe, Cloud
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Open Source ECM
Friday, August 6, 2010

26. AIIM iECM Demo Server
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Open Source ECM
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27. Problem is Not Vendor Lock-in
It’s Content Lock-in
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Open Source ECM
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28. Lowest Common Denominator or
Greatest Common Factor?
• Basics of the
Specification
• Object Types
• Documents, Folders,
Relationships, Policies
• Each object has an object
identity, properties
• Objects may an access
control list, a content
stream or rendition
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Open Source ECM
Friday, August 6, 2010

29. CMIS: Real World Content
Applications - Today
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Open Source ECM
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30. Real World CMIS in Action
• Content Management
Goes Mobile
• Android CMIS Browser
• Browse CMIS repository
• View Documents
• Email Documents
• Search
• View Document Properties
http://code.google.com/p/android-cmis-browser/
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Open Source ECM
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31. Real World CMIS in Action
• Content Engine behind
Web Content
Management / Portal
Systems
• Enterprise Content
Management or Digital
Asset Management
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Open Source ECM
Friday, August 6, 2010

32. Real World CMIS in Action
• Business Process
Management Engines
• Can access content
stored in ECM
repositories via CMIS
• Content moves through
business process in
context
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Open Source ECM
Friday, August 6, 2010

33. ECM - Platforms vs. Suites vs.
Condominiums
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Open Source ECM
Friday, August 6, 2010

34. ECM Evolving into a Platform
for Content Applications
• CMIS opens the door to meaningful consumption of
content across business processes
• Generic deployments of basic document management
often don’t meet business requirements
• Compliance cudgel often doesn’t work
• Productivity is back on the front-burner
• CMIS = Fast integrations
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Open Source ECM
Friday, August 6, 2010

35. ECM Evolving into a Platform
for Content Applications
• Recent AIIM Market Intelligence “State of the ECM
Industry” 2010
• 34% Respondents have a keen interest in CMIS
• But... only 7% plan to adopt over next year
• http://www.aiim.org/Research/ECM-State-of-
Industry-2010.aspx
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Open Source ECM
Friday, August 6, 2010

36. ECM Evolving into a Platform
for Content Applications
• Vendors with cohesive platforms may be able to be
most creative with CMIS
• ECM vendors will need to differentiate in new ways
• Suite vendors that assembled portfolio via
acquisition will take longer to take full advantage of
CMIS
• Inconsistent architectures and integrations
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Open Source ECM
Friday, August 6, 2010

37. Nuxeo ECM: A Platform for Content Applications
Construction Media Government Life Sciences
Business
Solutions
Correspondence Contracts Records
Invoice Processing
Management Management Management
Case Structured
Horizontal Document Digital Asset
Management Document
Content
Packages Management Management Aggregator
Framework Server
Nuxeo Enterprise Platform
Platform Complete set of components covering all aspects of ECM
Content
Infrastructure
Nuxeo Core
Lightweight, scalable, embeddable content repository 37
Open Source ECM
Friday, August 6, 2010

38. Use Cases: Platform for
Content Applications
• Turn-key ECM Applications
• Document Management, Digital Asset Management,
Records Management
• Content-Centric Business Applications
• Formerly Described by Gartner as Content-Enabled
Vertical Applications (CEVA) - Now “Composite Content
Applications” (CCA)
• Correspondence Control, Case Management, Contracts
Management, Invoice Processing
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Open Source ECM
Friday, August 6, 2010

39. Use Cases: Platform for
Content Applications
• Embedded as a Service
• “OEM” content repository
• Mobile, offline applications needing lean, secure
document store
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Open Source ECM
Friday, August 6, 2010

40. Architecture for 21st Century
Content Management Needs
• Elements of an ECM
Platform - Nuxeo Example
• Extensible and flexible Java
Architecture
• OSGi based component
and deployment model
• Repository includes
embeddable core document
services
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Open Source ECM
Friday, August 6, 2010

41. Architecture for 21st Century
Content Management Needs
• Elements of an ECM
Platform - Nuxeo Example
• Extensible ECM Services
documented for
development of content
applications
• Modular UI Building blocks
for web, desktop, portal
access
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Open Source ECM
Friday, August 6, 2010

42. Architecture for 21st Century
Content Management Needs
• Elements of an ECM
Platform - Nuxeo Example
• Content Model and
Document Type definitions
• Metadata, Vocabulary,
Lifecycle configuration
• Forms Design and
Application Branding
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Open Source ECM
Friday, August 6, 2010

43. More Information?
Nuxeo - Open Source ECM
• Founded 2000, with North American operations
established in 2009
• All ECM products available under LGPL with no
license costs
• Full maintenance and support with Nuxeo Connect
subscription services
• Rapidly growing channel with Galaxy Partner Program
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Open Source ECM
Friday, August 6, 2010

44. More Information?
Nuxeo - Open Source ECM
www.nuxeo.org
www.nuxeo.com
White Paper
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Open Source ECM
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45. Wrap Up / Q&A
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Open Source ECM
Friday, August 6, 2010