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Documents in Quickr and Filenet?: a
     complementary solution



Enzo Stanzione
Xerum Srl
Document Management
Portal Solution Designer
Lotus Domino Administrator



                             Enzo Stanzione – Xerum Srl
Documents in Quickr and Filenet?: a
                complementary solution
Problema o necessità :
●   Difficulties in sharing information between the
    various teams within the company
●   The E-mail are no longer useful and appropriate to
    provide information to make decisions
●   We need to find information quickly in order to
    coordinate the team efficiently.
●   The information must be shared online.
                                      Enzo Stanzione – Xerum Srl
                                                                   2
Documents in Quickr and Filenet?: a
    complementary solution




                          Enzo Stanzione – Xerum Srl
                                                       3
Documents in Quickr and Filenet?: a
                      complementary solution

                                  Content Services make
 Places for collaboration         content accessible            ECM Integration
 and sharing amongst teams,       for use by connectors
  projects, … easily created      & customer/partner apps       with FileNet, IBM CM
 by end users                                                   (through IBM) Documentum,
                                                                OpenText, Alfresco
                                                                (through partner)
Place TemplatesQuick start with
out of box templates, create
custom templates as needed

    Components – Docs, Wikis,
    Forums, Feeds, Calendar,                                    Entitlement to Files and
    Lists, Team Blog, add          Content Services make        Wiki services from
    custom components as           content accessible           Connections – social file sharing
    needed                         for use by connectors &      and stand alone wikis
                                   customer/partner apps

                                                             Enzo Stanzione – Xerum Srl
                                                                                                    4
Documents in Quickr and Filenet?: a
                  complementary solution
Lotus Quickr :
●   With Lotus Quickr places are created to share
●   The sites are accessible to all participants
●   The information is structured and organized as a file system
●   The information is protected according to classes of users
●   Information is available exclusively via Web or even offline,
    if it's necessary.



                                             Enzo Stanzione – Xerum Srl
                                                                          5
Documents in Quickr and Filenet?: a
                 complementary solution
Tools available:
●   Models ready to use library.
●   Document Library with access control.
●   Discussion Forum
●   Group calendar
●   Simplified Task management.
●   Trash
●   Integration with ECM (Filenet & Content Manager)

                                            Enzo Stanzione – Xerum Srl
                                                                         6
Documents in Quickr and Filenet?: a
     complementary solution



 With the connector Quickr
   places you can access
   directly from desktop
applications most frequently
            used

                           Enzo Stanzione – Xerum Srl
                                                        7
Documents in Quickr and Filenet?: a
           complementary solution

The context of job: Your std application
●




                                 Enzo Stanzione – Xerum Srl
                                                              8
Documents in Quickr and Filenet?: a
                  complementary solution
Example of a collaborative environment:
●   Marketing, Engineering, Manufacturing, Legal,
    Accounting, Sales activities are devoted to a project
●   The need is to share information by simple and
    complex information.
●   Break the work into two phases :
    ●   Collaborative project preparation phase
    ●   Project execution phase
                                        Enzo Stanzione – Xerum Srl
                                                                     9
Documents in Quickr and Filenet?: a
                  complementary solution
Example of a collaborative environment:
●   In the collaborative phase we need to share everything as e-
    mails, documents, drawings, contracts, etc. .. (Lotus Quickr)
●   In the execution stage enter the field decision-making processes
    related to business processes and sensitive data (ECM Filenet)
●   The two modes of work are closely related.




                                                 Enzo Stanzione – Xerum Srl
                                                                              10
Documents in Quickr and Filenet?: a
           complementary solution

OneUi Interface




                                 Enzo Stanzione – Xerum Srl
                                                              11
Documents in Quickr and Filenet?: a
           complementary solution

The Quickr base Library.




                                 Enzo Stanzione – Xerum Srl
                                                              12
Documents in Quickr and Filenet?: a
                  complementary solution
●
    IBM Content Services enable that AJAX UIs,
    Connectors, or other clients
    can be back-end agnostic
●Implemented   by IBM for Lotus Quickr,
FileNet, CM8
●Lotus Quickr Web UI and connectors
can access content from different repositories,
with a single, consistent user experience
●Lotus Quickr AJAX UIs as well as AJAX apps
implemented by customers/partners can use
 the REST interfaces

                                                  Enzo Stanzione – Xerum Srl
                                                                               13
Documents in Quickr and Filenet?: a
                   complementary solution


ECM ---> FileNet.
● Publish Lotus Quickr documents
●Create and manage links to documents stored in these ECM systems from Lotus
Quickr libraries and rich text areas of blogs, wikis, lists, forums, and comments
●Store and retrieve documents of the ECM systems directly from within desktop
applications, such as IBM Lotus Notes, IBM Lotus Sametime, Microsoft Windows®
Explorer, Microsoft Outlook, Microsoft Office applications, and IBM Lotus
Symphony by using Lotus Quickr connectors
●Use the Enterprise Library Viewer portlet to view and download the documents
stored in the ECM systems
●Search and retrieve documents available in the ECM systems from Lotus Quickr
Search Center                                        Enzo Stanzione – Xerum Srl
                                                                                    14
Documents in Quickr and Filenet?: a
                  complementary solution
ECM integration enables end-to-end content lifecycle management
   Publish content from Quickr to ECM
   Leverage ECM’s BPM capabilities
   Search ECM content from Quickr
   Incorporate feeds of ECM content into Quickr teamrooms

    Leverage ECM to render content services in teamrooms




                                                       Enzo Stanzione – Xerum Srl
                                                                                    15
Documents in Quickr and Filenet?: a
                        complementary solution
                  Enterprise Content Management Integration
●   Business Process
    Integration
     ●   Allows Quickr users to
         exploit ECM repository
         business processes
     ●   Documents moved into
         ECM repository trigger
         ECM policies and
         processes (metadata
         enforcement, etc)
     ●   Corporate guidelines,
         approval processes,
         archival policies, and
         compliance are
         enabled with
         Quickr/ECM integration




                                              Enzo Stanzione – Xerum Srl
                                                                           16
Documents in Quickr and Filenet?: a
                      complementary solution
    ECM Integration: End-to-end content lifecycle
●    Publish Quickr Documents into ECM Repositories
      ●    Allow users to publish content from Quickr into their
           ECM systems
●    Users can
       ●   Move (delete original document from Quickr)
       ●   Move (and leave a link in Quickr)
       ●   Copy (and leave original untouched)
●    If required, Publish options can be pre-configured
       ●   Administrators determine the correct options
       ●   Dialog does not appear for user




                                                               Enzo Stanzione – Xerum Srl
                                                                                            17
Documents in Quickr and Filenet?: a
                        complementary solution
                    ECM Integration: End-to-end content
●
                    lifecycle
        Interact with ECM content using
        the Quickr connectors
    ●   Perform basic content
        operations against Quickr and
        ECM using Quickr connectors
    ●   ECM repositories appear in list
        along side Quickr places
    ●   Prompts for required meta data
        from ECM repository
    ●   Supports multi-file drag-and-
        drop into ECM
        ● Prompts for required meta
          data for each file

                                                 Enzo Stanzione – Xerum Srl
                                                                              18
Documents in Quickr and Filenet?: a
                             complementary solution
                        ECM Integration: Search in
●   Users can initiate a search from context
    the Quickr connectors
●   Takes users to the Search
    Center in the browser
●   Search Center opens to the
    proper search context
●   ECM conducts search and
    returns results to Quickr for
    browser display




                                             Enzo Stanzione – Xerum Srl
                                                                          19
Documents in Quickr and Filenet?: a
              complementary solution


              Additional informations

http://www-
01.ibm.com/software/lotus/products/quickr/
http://www.ibm.com
Http://www.xerum.it


                                    Enzo Stanzione – Xerum Srl
                                                                 20

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みなさんこんにちはこれ何文字まで入るの?40文字以下不可とか本当に意味わからないけどこれ限界文字数書いてないからマジでやばい文字数いけるんじゃないの?えこ...
 

IBM Lotus Quickr 8.5 and IBM Filenet integration

  • 1. Documents in Quickr and Filenet?: a complementary solution Enzo Stanzione Xerum Srl Document Management Portal Solution Designer Lotus Domino Administrator Enzo Stanzione – Xerum Srl
  • 2. Documents in Quickr and Filenet?: a complementary solution Problema o necessità : ● Difficulties in sharing information between the various teams within the company ● The E-mail are no longer useful and appropriate to provide information to make decisions ● We need to find information quickly in order to coordinate the team efficiently. ● The information must be shared online. Enzo Stanzione – Xerum Srl 2
  • 3. Documents in Quickr and Filenet?: a complementary solution Enzo Stanzione – Xerum Srl 3
  • 4. Documents in Quickr and Filenet?: a complementary solution Content Services make Places for collaboration content accessible ECM Integration and sharing amongst teams, for use by connectors projects, … easily created & customer/partner apps with FileNet, IBM CM by end users (through IBM) Documentum, OpenText, Alfresco (through partner) Place TemplatesQuick start with out of box templates, create custom templates as needed Components – Docs, Wikis, Forums, Feeds, Calendar, Entitlement to Files and Lists, Team Blog, add Content Services make Wiki services from custom components as content accessible Connections – social file sharing needed for use by connectors & and stand alone wikis customer/partner apps Enzo Stanzione – Xerum Srl 4
  • 5. Documents in Quickr and Filenet?: a complementary solution Lotus Quickr : ● With Lotus Quickr places are created to share ● The sites are accessible to all participants ● The information is structured and organized as a file system ● The information is protected according to classes of users ● Information is available exclusively via Web or even offline, if it's necessary. Enzo Stanzione – Xerum Srl 5
  • 6. Documents in Quickr and Filenet?: a complementary solution Tools available: ● Models ready to use library. ● Document Library with access control. ● Discussion Forum ● Group calendar ● Simplified Task management. ● Trash ● Integration with ECM (Filenet & Content Manager) Enzo Stanzione – Xerum Srl 6
  • 7. Documents in Quickr and Filenet?: a complementary solution With the connector Quickr places you can access directly from desktop applications most frequently used Enzo Stanzione – Xerum Srl 7
  • 8. Documents in Quickr and Filenet?: a complementary solution The context of job: Your std application ● Enzo Stanzione – Xerum Srl 8
  • 9. Documents in Quickr and Filenet?: a complementary solution Example of a collaborative environment: ● Marketing, Engineering, Manufacturing, Legal, Accounting, Sales activities are devoted to a project ● The need is to share information by simple and complex information. ● Break the work into two phases : ● Collaborative project preparation phase ● Project execution phase Enzo Stanzione – Xerum Srl 9
  • 10. Documents in Quickr and Filenet?: a complementary solution Example of a collaborative environment: ● In the collaborative phase we need to share everything as e- mails, documents, drawings, contracts, etc. .. (Lotus Quickr) ● In the execution stage enter the field decision-making processes related to business processes and sensitive data (ECM Filenet) ● The two modes of work are closely related. Enzo Stanzione – Xerum Srl 10
  • 11. Documents in Quickr and Filenet?: a complementary solution OneUi Interface Enzo Stanzione – Xerum Srl 11
  • 12. Documents in Quickr and Filenet?: a complementary solution The Quickr base Library. Enzo Stanzione – Xerum Srl 12
  • 13. Documents in Quickr and Filenet?: a complementary solution ● IBM Content Services enable that AJAX UIs, Connectors, or other clients can be back-end agnostic ●Implemented by IBM for Lotus Quickr, FileNet, CM8 ●Lotus Quickr Web UI and connectors can access content from different repositories, with a single, consistent user experience ●Lotus Quickr AJAX UIs as well as AJAX apps implemented by customers/partners can use the REST interfaces Enzo Stanzione – Xerum Srl 13
  • 14. Documents in Quickr and Filenet?: a complementary solution ECM ---> FileNet. ● Publish Lotus Quickr documents ●Create and manage links to documents stored in these ECM systems from Lotus Quickr libraries and rich text areas of blogs, wikis, lists, forums, and comments ●Store and retrieve documents of the ECM systems directly from within desktop applications, such as IBM Lotus Notes, IBM Lotus Sametime, Microsoft Windows® Explorer, Microsoft Outlook, Microsoft Office applications, and IBM Lotus Symphony by using Lotus Quickr connectors ●Use the Enterprise Library Viewer portlet to view and download the documents stored in the ECM systems ●Search and retrieve documents available in the ECM systems from Lotus Quickr Search Center Enzo Stanzione – Xerum Srl 14
  • 15. Documents in Quickr and Filenet?: a complementary solution ECM integration enables end-to-end content lifecycle management  Publish content from Quickr to ECM  Leverage ECM’s BPM capabilities  Search ECM content from Quickr  Incorporate feeds of ECM content into Quickr teamrooms  Leverage ECM to render content services in teamrooms Enzo Stanzione – Xerum Srl 15
  • 16. Documents in Quickr and Filenet?: a complementary solution Enterprise Content Management Integration ● Business Process Integration ● Allows Quickr users to exploit ECM repository business processes ● Documents moved into ECM repository trigger ECM policies and processes (metadata enforcement, etc) ● Corporate guidelines, approval processes, archival policies, and compliance are enabled with Quickr/ECM integration Enzo Stanzione – Xerum Srl 16
  • 17. Documents in Quickr and Filenet?: a complementary solution ECM Integration: End-to-end content lifecycle ● Publish Quickr Documents into ECM Repositories ● Allow users to publish content from Quickr into their ECM systems ● Users can ● Move (delete original document from Quickr) ● Move (and leave a link in Quickr) ● Copy (and leave original untouched) ● If required, Publish options can be pre-configured ● Administrators determine the correct options ● Dialog does not appear for user Enzo Stanzione – Xerum Srl 17
  • 18. Documents in Quickr and Filenet?: a complementary solution ECM Integration: End-to-end content ● lifecycle Interact with ECM content using the Quickr connectors ● Perform basic content operations against Quickr and ECM using Quickr connectors ● ECM repositories appear in list along side Quickr places ● Prompts for required meta data from ECM repository ● Supports multi-file drag-and- drop into ECM ● Prompts for required meta data for each file Enzo Stanzione – Xerum Srl 18
  • 19. Documents in Quickr and Filenet?: a complementary solution ECM Integration: Search in ● Users can initiate a search from context the Quickr connectors ● Takes users to the Search Center in the browser ● Search Center opens to the proper search context ● ECM conducts search and returns results to Quickr for browser display Enzo Stanzione – Xerum Srl 19
  • 20. Documents in Quickr and Filenet?: a complementary solution Additional informations http://www- 01.ibm.com/software/lotus/products/quickr/ http://www.ibm.com Http://www.xerum.it Enzo Stanzione – Xerum Srl 20