Enterprise Content Management

Module 1 Enterprise Content Management

Module Objectives ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Enterprise Content Management (ECM) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Structured Unstructured Email & Attachments PDFs Checks X-rays Paper Documents Rich Media Web Pages Audio & Video Records Invoices Manuals Claims Contracts Instant Messages Forms Images XML Rows and Columns

The ECM Solution ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

The Big Picture Documentum ECM Platform Create / Capture Manage Deliver / Archive ,[object Object],[object Object],[object Object],[object Object],[object Object],Office Applications (MS Word) XML Applications CAD Applications Scanned Images Computer-Generated Documents (Reports) Enterprise Applications (ERP, CRM, etc.) Fax CD-Rom Publications Email Wireless Websites Archival / Storage

Benefits of ECM: Storage & Retrieval ,[object Object],File System ,[object Object],[object Object],[object Object],[object Object],[object Object],Documentum ECM Platform ,[object Object],[object Object],[object Object],[object Object],[object Object]

Benefits of ECM: Content Distribution ,[object Object],E-mail ,[object Object],[object Object],[object Object],[object Object],[object Object],File System Documentum ECM Platform ,[object Object],[object Object],[object Object],[object Object]

Example Scenario: Driver's License Application (E-Form) Digital Picture Digital Thumbprint Proof of Insurance (scan) Issued License Renewal Notice Timer (Agent) Completeness Check Workflow Background Check (search) 5 Years Later…

Documentum ECM Content Context Decisions, Outcomes Processes Projects Templates Production SOPs R&D Compliance Technical Publishing Brand Management System Documentum ECM Platform Process Portal Online Catalog Customer Newsletter Financial Disclosure

The Documentum Repository ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Repository File Storage System Database TERMINOLOGY NOTE : The terms repository and Docbase are often used interchangeably

The Content Server ,[object Object],[object Object],[object Object],Repository File Storage System Database Content Server

Repository Objects ,[object Object],[object Object],[object Object],[object Object],Repository File Storage System Database Content File Properties owner name creation date object name

What are Properties? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],owner name: John creation date: 05-21-2005 object name: Assembly Process format: msw8 subject: Manufacturing keywords: mfg , tool , assembly Content File Properties TERMINOLOGY NOTE : The terms metadata , properties , and attributes are used interchangeably throughout this course

What is Content? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

File Formats ,[object Object],[object Object],[object Object],MPEG JPG DOC OCR DWG PPT WAV

Versions ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],1.1 2.0 1.0 CURRENT

Renditions ,[object Object],[object Object],[object Object],[object Object],PDF HTML Foreign Translation Renditions Native Format DOC

Security ,[object Object],[object Object],[object Object],VERSION WRITE DELETE READ RELATE WRITE

Client Applications ,[object Object],[object Object],[object Object],[object Object],Repository Documentum Webtop Documentum Desktop MS Word Integration Content Services for SAP ,[object Object],[object Object],[object Object],[object Object],[object Object]

Documentum ECM Clients ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Classic vs. Streamline View ,[object Object],[object Object],[object Object],[object Object]

Cabinets and Folders ,[object Object],[object Object],[object Object],[object Object],Sales Gina Meetings Proposals Project Meetings Company Meetings Shared cabinet for Sales documents Home cabinet for user Gina

New Content ,[object Object],[object Object],[object Object],[object Object],Repository Documentum Webtop Application Integration Existing Content MS Word ,[object Object],[object Object],[object Object],[object Object],[object Object]

Importing Existing Content: Webtop ,[object Object],[object Object],[object Object],[object Object],[object Object]

Importing Existing Content: Webtop (continued) ,[object Object],[object Object],[object Object]

Importing with Drag and Drop ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Importing Existing Content: Desktop ,[object Object],[object Object],[object Object],[object Object],[object Object]

Creating New Content: Webtop ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Creating New Content: Webtop (continued) ,[object Object],[object Object],[object Object],[object Object],[object Object]

New Content in the Repository ,[object Object]

Selecting Documents ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Viewing Properties ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Document Properties ,[object Object],[object Object],[object Object]

Changing Content Location ,[object Object],[object Object],[object Object],[object Object],[object Object]

Moving Content: Using Menu Options ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Moving Content: Drag and Drop ,[object Object],[object Object]

Linking Content ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],vers 2.1 vers 2.1 vers 2.1

Copying Content ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],vers 2.1 vers 1.0

Right-Click Drag and Drop ,[object Object],[object Object],[object Object]

Test Your Knowledge ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Classroom Exercise: Lab 1 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],studentx Projectx Working Docs Projectx Logo 1.0 Projectx Plan 1.0 Projectx Schedule 1.0

Enterprise Content Management

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Enterprise Content Management