EMC World 2010: There is an App for Documentum now (iPhone OS)

Flatiron Solutions delivers an iPhone OS App for Documentum

So, finally I got to see it. Documentum on iPhone OS, running on both the iPhone and the iPad. I had said it before and say it again: from a information management perspective it makes so much sense to combine the intuitive interface of the iPhone OS with power that lies in a Documentum repository. Make use of all the metadata around content objects and exploring information becomes a breeze on a multi-touch device.

It is the company called Flatiron Solutions that brought this to market. You can download a version of it from the iTunes App Store. In order to connect your own repository you will need a server component that sits between the iPhone OS App and the Documentum repository.

Download the App from iTunes

I had a chance to try it out on both the iPhone and the iPad in their booth at the Solutions Pavillion last night and it was so fun. I really want this in our Battle Lab. A very sexy interface for Documentum!

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EMC World 2010: My presentation around using Documentum in a SOA-platform

Yesterday on Monday May 10 at 11 am I gave a speech at the Momentum 10 conference here at EMC World 2010 in Boston. The presentation was focused around our experiences of building an experimentation platform for next-generation information and knowledge management (IKM) for a large operational level military HQ. Contemporary conflicts are complex and dynamic in character and requires a new approach to IKM in order to be able to handle all those complexities based on a sound management of our digital information. At the core of our platform is EMC Documentum integrated over an Enterprise Service Bus (ESB) from Oracle. The goal is to maintain access and tracability on the information while removing stove-piped systems.

I have got quite a few positive reactions both from customers and EMC-people after the session which of course is just great. For instance see these notes from the session. All the presentations will be available for download for all participants but that will most likely take some time. So in the meantime you can download my presentation here instead:

Presentation at EMC World 2010 in Boston

Looking forward to comments are reflections. The file is quite big but that is because my presentations is high on screenshots and downsampling them to save file size will make it too hard to see what they are showing. Try zooming in to see details.

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EMC World 2010: DFS Real World Examples, Best Practices

I had planned to go to a session around the Documentum Roadmap but it was totally full so we had to go to another session. We split up and went to the BPM Fundamentals and the Documentum Foundation Services (DFS) Best Practices session by Michael Mohen instead. I am not a developer so this is a little from the 500ft level

He started by discussed the complementary nature between DFS and CMIS depending on how focused development is to only Documentum or not. CMIS is of course the new standard recently approved by OASIS. He argued that some applications like Records Management is still best done using DFS but I guess that also has to do with how people want CMIS to develop. As I understand it is not intended to contain ALL feature and the COMPLETE set of features in all ECM-systems and rather focus on the interoperabiltiy aspect of building ECM-apps based on multiple repositories.

When it comes to Content Transfer when using DFS the key considerations are latency, size of the file, formats and caching needs. Some of the ways to do content transfer is:

  • HTTP
  • Base64
  • UCF
  • MTOM

Most use UCF or MTOM  but it is important to remember that BOCS/ACS requires UCF to work. The message is to don’t be afraid to mix between HTTP, MTOM and others. In our solution we do use a mix but because we sometimes have rather large content size this of course an issue.

Notable changes in D6.5/D6.6

  • JBoss 4.2.0 is the new methods server
  • Apache Tomcat support
  • Aspect Support
  • LWSO support
  • Native 64-bit support and UCF Improvements
  • Kerberos is coming D6.6

Remote and local calls in Java – .Net does only provide remote calls

There are some applications that customers may not be aware of such as DFS Utilities developed by John sweeney, EMC and DFSX (Extension)

  • Provides utility classes
  • Based on DFS Object MOdel
  • Java-based 1.5 or greater
  • Only EAR-files today

Test Harness is JMeter extension which has custom JMeter Sampler built to invoke DFS using the Java Productivity Layer

Responsetimes collected for:

  • CreateObject
  • Get Object
  • Checkout object
  • Check in Object
  • Delete Object

Over a WAN DFS speeded up DFC especially when you have 300-400 ping times…use DFS because it is state-less. Relevant when using satellite links and such.

Sizing Calculator is soon available for DFS. It is an Excel spreadsheet. The sheet is sased on WSDL and SOAP so if we are using other designs results may vary of course.

In a speed test etween UCF and MTOM upload speeds under 50 Mb were similar. However, UCF was slightly faster. The cool part of UCF is that it is asynchronous which for instance mean that you can show one page of a document and continue loading the rest of it.

When it comes to ESB-implementations the message was that the majority of implementions is point-point for clients apps. However some have SAML for added security in their ESB implementation which affects speed a bit.

It seems that DFS is used a lot in a .Net environment and together with Sharepoint.

MOSS and DFS Examples

.Net 3.3

SDF and xCP

Webpart with an inbox rendered and Xform inside Sharepoint.

Another example is the use of DFS and Windows Explorer where some want custom integration for the Windows Desktop and essentially provides something like the old Document Desktop client. It is called DFS Explorer.

DFS Adobe Flex Example

There is an white paper available to provide a quickstart…read more about the session at the community page.

Adobe does not talk directly to DFS but through Java. Restful would much easier to use for Flex as well as most AJAX-implementations.

Best Practices

  • Leverage the SDK (.Net/Java interop layers)
  • Use UCF for BOCS/ACS
  • If you expected your query to exceed 500 you must cache and cycle through results.
  • DFS is better on WAN with poor latency.

A feature which is not well documented is to set requiresAuthentication=”false” on your annotated services implementation to browse through repositories and basic info such as data dictionary.

There is also a less known Services Catalog Viewer which is an optional install

  • Explore services available within the internet
  • DSCR is registry for consumer discover.
  • UDDI v2 standard
  • Standard Web app
  • Default port is 9010
  • Judy open source UDDI

You can also compare this with the notes from last conference by Word of Pie.

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Can BPM meet Enterprise 2.0 over Adaptive Case Management?

The project that I am running at JCDEC involves a lot of internal ”marketing” targeting both at end users and people in charge of our IT-projects. Lately I have found myself explaning the difference between Workflow processes using Documentum Process Engine and Taskspace and what EMC’s new clients Centerstage Pro and Media Workspace. My best argument so far has been that BPM/Workflow is well suited for formal repeatable process in the HQ while Enterprise 2.0 clients takes care of ad-hoc and informal processess. Keith Swensson explains the Taylorism-based Scientific Management-concept as the foundation of Business Process Management in this blogpost in a good way. He continues to provide a bridge over to ad-hoc work that nowadays is done by what is called Knowledge Worker. Documentum Centerstage is a tool that is intended for the Knowledge Worker which also can be seen as the Enterprise 2.0 way of working.

However, Keith continues to steer us over to a concept called Adaptive Case Management which is supposed to address those more agile and dynamic ways of working as a contrast to slow-changing well-defined business processess that is deployed in traditional BPM-systems. To my understanding this focuses a lot on the fact that the user itself (instead of a Process designer) needs to be able to control templates, process steps and various other things in order to be able to support more dynamic work such as criminal investigations or medical care.

However, Adaptive Case Management is also a concept (I understand) in the book called ”Mastering the Unpredictable”. The idea is to focus on the unpredictable nature of some work situations but also reflect a bit over to what degree things are unpredictable or not. In this presentation by Jacob Ulkeson the argument is that the main bulk of work is unpredictable and therefore also means that Process Modeling using traditional BPM most likely won’t work.

Some people have opinions that there is no need to redefine BPM and that all these three letter acronyms does not contribute much to the understanding of the problem and the solutions. I think I disagree and the reason for that is that there are no silver bullet products that covers everything that you need. Most organisations start somewhere and rolls out systems based on their most pressing needs. I believe that these systems have some similarities in what they are good and bad at. Having bought an ECM, BI, CRM or ERP-system usually says something about what business problems have been addressed. As SOA-architectures matures and the ambition to reduce stove-pipes increases it actually means that the complementary character of these systems matter. It also matters which of these vendors you choose because the consolidation efforts into a few larger vendors means choosing from different approaches.

To me all of this means an opportunity to leverage the strong points of different kind of platforms. Complex sure but if you have the business requirements it is probably better than building it from scratch. So I think when companies quickly rolls out Enterprise 2.0 platforms from smaller startup vendors they soon discover that they risk creating yet another stove-pipe but in this case consisting of social information. Putting E 2.0 capabilties on top of an ECM-platform than makes a lot of sense in order to be able to integrate social features with existing enterprise information. The same most likely goes for BI, CRM etc.

When it comes to BPM the potential lies in extending formal processess with social and informal aspects. However, it is likely that the E 2.0-style capabilities make new ways of working evolve and emerge. Sooner or later they need to be formalised maybe into a project or a community of interest. Being able to leverage the capabilties of the BPM-platform in terms of monitoring and some kind of best practice in form of templates is not far-fetched. To some degree I believe that Adaptive Case Management-solutions sometimes should be used instead of just a shared Centerstage Space because you need this added formal aspects but still want to retain some flexibility. Knowledge Worker-style work can then be done on top of a BPM-infrastructure while at the same time utilising the ECM-infrastructure for all content objects involved in the process. Having a system like Documentum that is good at content-centric human workflow processes makes a lot of sense.

So is the Documentum xCP a way to adress this middle-ground between Process Modeling-based processes and Knowledge Worker-style support in CenterStage? The mantra is ”configure instead of coding” which implies a much more dynamic process. I have not played around with xCP yet – we have so far only deployed processes developed from scratch instead of trying out the case management templates that comes with the download.

Not all companies want to do this but I think some will soon see the merits of integrating ECM, BI, E.2.0 and BPM/ACM-solutions using SOA. The hard part I belive is to find software and business methods support for the agile and dynamic change management of these systems. The key to achieve this is to be able to support various degrees of ad-hoc work where on one the user does everything herself and on the other way a more traditional developer coding modules. Being able to more dynamically change/model/remodel not only processess but also the data model for content types in Documentum is a vital capability to be able to respond to business needs in a way that maintains trust in the system. This is not a task by IT but something done by some kind of Information and Knowledge Management (IKM) specialist. They can get some proper means of doing their work using this SOA-based integration of different sets of products.

So employ E 2.0-style features in Task Management clients and make sure that E 2.0 style clients include tasks from BPM/ACM in their activity streams or unified inboxes. Make sure that all of this is stored in an ECM-platform with full auditing capabilities which needs to be off-loaded to a data warehouse so it can be dynamically analysed using interactive data visualisation, statistics and data mining. I hope we can show a solutions for that in our lab soon.

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Why iPhone OS (iPad) is ECM…

I like Twitter. It exposes me for a lot of interesting thoughts from interesting and smart people that I follow. Today I read a post called  Why the iPad Matters – Its the Beginning of the End by Carl Frappaolo. It talkes a lot of why the iPad brings a new promise for content delivery – a complete digital chain. It made me think about one of the things which is unique with the iPod/iPhone/iPad – it is the lack of a folder-based file system exposed to users. Surprisingly (maybe) it is the lack of it that makes the whole user experience much better.

So how does this relate to ECM then? Well, I guess many of us ECM-evangelists (or ”Ninjas” I heard today) have been in endless meetings and briefings explaining the value of metadata and the whole ”context-infrastructure” around each object in an ECM-system that can hold fine-grained permissions, lifecycles, processess, renditions and so forth. I have even found myself explaining the ECM concept using the iTunes as an analogue. You tag the songs with metadata and access them through playlists which is in essence virtual folders where each song can be viewable in many playlists. That is the same concept as the ”Show in folder” flag in Documentum. Metadata can even power Smart Playlists which in essence is just a saved search query – something we have added as a customization in Documentum Digital Asset Manager (DAM). So in essence the iTunes Library (should be call it a repository 🙂 is a lightversion of an ECM-system. Before continuing I really wonder why I have to customize Documentum to get the GUI-features that iTunes provide…?

So iTunes abstracts away the folder-based file system on a Mac or Windows PC but as long as you are using Mac OS X or Windows the file system is still there right. Some people even get really frustrated by iTunes and just can’t get around their head that there is no need to move files around manually when synching them to iPhone OS-powered devices. And here comes the beauty, in these devices there are no folder-based file system to access. Just the iPod App for music, the Photos App for photos and so forth. All your content is suddenly displayed in context and filtered out based on metadata and that App’s specific usage.

To some degree that means that the whole concept of iPhone OS-based devices not only can make content delivery digital but it can provide a much better user interface that is powered by all these ECM-features that we love (and have a hard time explaining). Suddenly we have an information flow entirely based on metadata instead of folder names and file names. Maybe that will make ECM not only fun but also able to much more quickly explain the dreaded ”What’s in it for me question?”.

Now, can someone quickly write an iPad App for Documentum so I can make my point 🙂 It will be a killer app, believe me!

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EMC World 2009: Reflections from the Momentum conference

A very hectic week has passed by and EMC World 2009 is over. Just as I did last year I felt like reflecting a about the conference.

First of all many thanks to EMC for listening us and improving a lot of things from the last year. I have been to EMC World 07 and 08 and during both these occasions I felt a little lost as a Documentum customer among all these storage and virtualisation people. Back then I heard people referring with love to past Momentum conferences where the sense of community was there. In November 08 I had the chance to go to Momemtum in Prague as a speaker and it was actually a bit different from EMC World. Suddenly all the focus was on Documentum.

Things well done

So the establishment of a Content Management & Archiving (CMA) Community was just what we all needed. We all got yellow ribbons with text ”Momentum” to attach to our badges which made us all much more visible to each other. We got all the sessions in the same area which meant no more running around and the chance to bump into people with those ribbons. Intead of having a very thick catalogue with all sessions merged together into a giant schedule we got our own CMA Show Guide which was really easy to use and made life much easier to me. Next to all the sessions we had a beautiful  Momentum Lounge which was manned all day around. You could even meet CMA executives for drinks after sessions on Wednesday and Thursday. It had nice sofas and chairs togeter with soft red lighting which made it quite cosy. In the solutions exhibitions all CMA Booths were gathered in the same area with a separate graphic profile then the rest of the EMC booths. Around the CMA booth you found all the CMA partners co-located. Finally we had our own CMA Party on Monday evening which was well attended as far I saw. In addition to that we finally seem to have a working online community both for Documentum and XML Technologies.

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There was also a great thing to create a Blogger’s lounge where all people who blogged and Twittered could register. Outside the lounge there was a large screen displaying what we all were saying more or less live. And the Vanilla Latte served there was a life saver! On Tuesday their Barista started making mine as soon as I passed the entrance 🙂 What a service! I think EMC actually made social media into a working business tool here. Really something to build on. If you have not done it search for #emcworld on Twitter to see what it was all about.

I attened one Product Advisory Forum (PAF) around the new Enterprise Search Server (ESS) and that was a great experience. Ed Bueche and Aamir Farooq did a great job to inspire great discussions between us customers and the engineering team. I attended PAFs in Prague as well and those were also a great part of the conference.

We had access to wireless internet all around the conference area and that is vital for a conference like this. Especially for us who Blog and Tweet!

Things to improve

First of all EMC is a company which has a payoff saying ”Where Information Lives” and touts itself as an information infrastructure company. I assume that all means digital information and is it something we Documentum people care about then it is information management. Then it does make a lot of sense taking notes and searching the web on a laptop computer during sessions. After all we are IT-nerds 🙂 Please get us some rooms with sufficient number of power outlets!

Why not even extend it further and use your own technology to integrate Tweets, Blog posts with the conference schedule so we more or less can interact live around sessions. It would even make sense for me at least to being able to register that I am attending a conference (voluntary of course) using the online profile community that alre which would make it even easier

There seem to be fewer sessions in general and especially I believe the number of developer oriented ones have become significantly fewer. I am not a coder myself so I actually think it makes sense to have sessions focused on people writing code and other with different advancement levels for us focusing on architectures, features and business cases. Another thing I noted is that there are no call for papers to EMC World the same way it works for Momentum (Europe). I think use cases from customers are an important part of the conference and it would be great to find a way to get them back in.

Please also have a look at what Word of Pie had to say about this year’s conference.

See you next year in Boston!

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EMC World 2009: What is new with Digital Asset Management

Media Work Space
Controlled release in June 30th targetted at internal use at EMC Marketing, General Availability will come later this year. Still licensed with DAM. The new release will support Images, Presentation, Audio and video.

It will introduce a new gridless view which lists all objects as list with columns for attributs. Gridless view also can can show thumbnails at the left end of each line. There will also be a storyboard view much like the one existing in today’s Digital Asset Manager.

MWS will now have support for comments – which can interact with CenterStage comments.

Personalised Dashboard include the following views:

  • QuickFlows
  • Most Popular Assets
  • Recently Viewed Assets
  • Recently Updated Assets

To met that looks like they have starting to think in terms of Information Analytics…There is now also a feature to show the accumulative rating among users.

They see a need for customisations and an SDK or similar will be released during 2009

The Inbox allows to open a quickflow which actually was really nice-looking with attached images as thumbnails below. Looked rather similar to an email message which is the right way to go I think.

QuickSearch now supports searching on any index data.

Advanced Search has a tab called General and then for Presenation, Video, Audio and Images which allows for a higher level restriction of search.
Search on properties for instances image with a certain pixels…

There is new Presentation slide view which looks way more flexible than current PowerPoint assembly. Looks actually like viewing/reviewing slides now can be done completely without opening the application.

The view below the preview of the slides has tabs for Metadata, Versions, Rendtions, Comments, Permission Relationships

Slides can be rated and metadata can be editied just by clicking in the fields.

Video view supports thumbnails but also preview of the video utilzing FlipFactory. Looked like the previewer was using Flash.

FileSharing Services, My Documentum and Documentum for Outlook will be merged into a new MyDocumentum product and then moved into the Knowledge Worker group. Documentum Connector for InDesign & Quark Xpress are also part of My Documentum but from a Digital Asset Management side of  the house.

Many companies have 3D-data which comes from different CA-systems. Therefore they have started to develop CAD Integration with in Documentum with support of Right Hemisphere Integration (press release) which supports viewing data from 80 CAD/PLM-systems.

The solutions allows customers to request and repurpose derivatives
Flat Iron Solutions have a demonstration in the exhibition area at EMC World 2009.

Content Transformation Services

There are mainly bug fixes and some Improvements on the performance for the OEM products they are using mainly on the image side of the house.

CTS now includes support for for Adobe CS3 & CS4
There is an SDK for CTS which can be used to handle custom encoders….from my point of view the obvious question is whether or not i make sense to develop support for GIS-formats?

The next release of MWS will probably be available in September 2009.

There is available technology in the the platform to support annotations on video files but not yet exposed.

Aility to show forms in a Flex environment is something they are working on and it seems fairly important especially for us who use both TaskSpace and DAM with Forms.

VISION
The main areas which they focus on are:

Web Experience Management
Customer Comms Management (build websites based on preferences)
Customer Intelligence Management
Marketing Process Management
Brand Management include:
– Presentation
– Video
– Image
– Collateral
– 3D Image
– Agency Collaboration

MidYear
– New version of Presentation Assembly

End of Year
– MWS Pro
– Integrated Collaboration and Publsihing
– Campaign Management
– Marketiing and Web Metrics Tracking
– KPI
– Rapid and Setup of Brand

D7 – 2010
– MWS Field Editin
– SalesForce integration
– Support of Personalised Customer

MWS Pro
– Different Libraries as Tabs

Q1 2010 MWS & DAM Sp3

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