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Trends in Content
        Management: CMIS and
        its Value to Business
        Cheryl McKinnon - CMO, Nuxeo
        @CherylMcKinnon           cmckinnon@nuxeo.com

        Gilbane - May 20, 2010

                Open Source ECM


Friday, May 21, 2010
May 2010 - Circle The Date



                                     2
                Open Source ECM


Friday, May 21, 2010
CMIS - Vendors Playing Nice



                                      3
                Open Source ECM


Friday, May 21, 2010
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


                                                                       4
                Open Source ECM


Friday, May 21, 2010
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

                                    5
                Open Source ECM


Friday, May 21, 2010
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



                                                                                             6
                Open Source ECM


Friday, May 21, 2010
CMIS: Why and What?
              Whitepaper - CMIS, by Gilbane Group and OASIS




                                                              7
                Open Source ECM


Friday, May 21, 2010
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



                                                                                          8
                Open Source ECM


Friday, May 21, 2010
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

                        •         DAM

                        •         WCM

                        •         Subscription and Notification
                                                                    9
                Open Source ECM


Friday, May 21, 2010
CMIS 1.0
                                  CMIS client : Portal, Scanning, ECM
                                          app , Business APP
                                                           CRUD operations              Filing
                          Document
                                              Metadata
                                                                Query : CMISQL
                                  Folder     Checkin, Checkout                          Relations
                                                                     Renditions
                                       Versions             ACL


                                                  REST (AtomPub) or
                                                        SOAP

                                                     EMC/
                       IBM/Filenet        Nuxeo     Documen-    Sharepoint   Alfresco            ...
                                                      tum


                                                                                                       10
                Open Source ECM


Friday, May 21, 2010
Emergence of Chemistry

            • Apache “Chemistry” Emerges as Incubator for CMIS
              code base
                  • Nuxeo a co-founder in early 2009 with Day Software
                  • Alfresco contributes to OpenCMIS in 2010
                  • Active contributions ongoing by Nuxeo, Alfresco, Day,
                    Open Text and SAP



                                                                            11
                Open Source ECM


Friday, May 21, 2010
Emergence of Chemistry




                                  12
                Open Source ECM


Friday, May 21, 2010
Removing the Stigma from
        “Silo”



                                   13
                Open Source ECM


Friday, May 21, 2010
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

                                                                                                14
                Open Source ECM


Friday, May 21, 2010
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



                                                                                                     15
                Open Source ECM


Friday, May 21, 2010
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



                                                                                           16
                Open Source ECM


Friday, May 21, 2010
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 in across
                    multiple repositories - entirely different ECM products



                                                                              17
                Open Source ECM


Friday, May 21, 2010
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
                                    18
                Open Source ECM


Friday, May 21, 2010
AIIM iECM Demo Server




                                  19
                Open Source ECM


Friday, May 21, 2010
AIIM iECM Demo Server




                                  20
                Open Source ECM


Friday, May 21, 2010
Problem is Not Vendor Lock-in
        It’s Content Lock-in



                                        21
                Open Source ECM


Friday, May 21, 2010
The Content Liberation Army:
        Powered by CMIS?




                                       22
                Open Source ECM


Friday, May 21, 2010
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
                                                     23
                Open Source ECM


Friday, May 21, 2010
Lowest Common Denominator or
        Greatest Common Factor?


              • Versioning of Documents
              • CMIS Query and Discovery Services
              • Navigation Services
              • Multi-Filing Services




                                                    24
                Open Source ECM


Friday, May 21, 2010
Platforms vs. Suites vs.
        Condominiums



                                   25
                Open Source ECM


Friday, May 21, 2010
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


                                                                       26
                Open Source ECM


Friday, May 21, 2010
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



                                                                                 27
                Open Source ECM


Friday, May 21, 2010
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


                                                                       28
                Open Source ECM


Friday, May 21, 2010
CMIS: It’s Real.
        And It’s Spectacular.



                                  29
                Open Source ECM


Friday, May 21, 2010
Real World CMIS in Action
            • Content Management
              Goes Mobile
                  •      Android CMIS Broswer
                       •          Browse CMIS repository

                       •          View Documents

                       •          Email Documents

                       •          Search

                       •          View Document Properties

                         http://code.google.com/p/android-cmis-browser/
                                                                          30
                Open Source ECM


Friday, May 21, 2010
Real World CMIS in Action
         • Content Engine behind
           WCM / Portal Systems
               •       Drupal

               •       EZPublish

               •       Nuxeo

               •       Alfresco

               •       KnowledgeTree



                                       31
                Open Source ECM


Friday, May 21, 2010
Real World CMIS in Action


   • Business Process
     Management
         • Access content stored in
           ECM repositories via
           CMIS




                                      32
                Open Source ECM


Friday, May 21, 2010
Thanks!
        @CherylMcKinnon on Twitter



                                     33
                Open Source ECM


Friday, May 21, 2010

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CMIS and its Value to Business - Nuxeo Open Source ECM - Gilbane Conference May 2010

  • 1. Trends in Content Management: CMIS and its Value to Business Cheryl McKinnon - CMO, Nuxeo @CherylMcKinnon cmckinnon@nuxeo.com Gilbane - May 20, 2010 Open Source ECM Friday, May 21, 2010
  • 2. May 2010 - Circle The Date 2 Open Source ECM Friday, May 21, 2010
  • 3. CMIS - Vendors Playing Nice 3 Open Source ECM Friday, May 21, 2010
  • 4. 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 4 Open Source ECM Friday, May 21, 2010
  • 5. 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 5 Open Source ECM Friday, May 21, 2010
  • 6. 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 6 Open Source ECM Friday, May 21, 2010
  • 7. CMIS: Why and What? Whitepaper - CMIS, by Gilbane Group and OASIS 7 Open Source ECM Friday, May 21, 2010
  • 8. 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 8 Open Source ECM Friday, May 21, 2010
  • 9. 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 • DAM • WCM • Subscription and Notification 9 Open Source ECM Friday, May 21, 2010
  • 10. CMIS 1.0 CMIS client : Portal, Scanning, ECM app , Business APP CRUD operations Filing Document Metadata Query : CMISQL Folder Checkin, Checkout Relations Renditions Versions ACL REST (AtomPub) or SOAP EMC/ IBM/Filenet Nuxeo Documen- Sharepoint Alfresco ... tum 10 Open Source ECM Friday, May 21, 2010
  • 11. Emergence of Chemistry • Apache “Chemistry” Emerges as Incubator for CMIS code base • Nuxeo a co-founder in early 2009 with Day Software • Alfresco contributes to OpenCMIS in 2010 • Active contributions ongoing by Nuxeo, Alfresco, Day, Open Text and SAP 11 Open Source ECM Friday, May 21, 2010
  • 12. Emergence of Chemistry 12 Open Source ECM Friday, May 21, 2010
  • 13. Removing the Stigma from “Silo” 13 Open Source ECM Friday, May 21, 2010
  • 14. 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 14 Open Source ECM Friday, May 21, 2010
  • 15. 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 15 Open Source ECM Friday, May 21, 2010
  • 16. 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 16 Open Source ECM Friday, May 21, 2010
  • 17. 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 in across multiple repositories - entirely different ECM products 17 Open Source ECM Friday, May 21, 2010
  • 18. 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 18 Open Source ECM Friday, May 21, 2010
  • 19. AIIM iECM Demo Server 19 Open Source ECM Friday, May 21, 2010
  • 20. AIIM iECM Demo Server 20 Open Source ECM Friday, May 21, 2010
  • 21. Problem is Not Vendor Lock-in It’s Content Lock-in 21 Open Source ECM Friday, May 21, 2010
  • 22. The Content Liberation Army: Powered by CMIS? 22 Open Source ECM Friday, May 21, 2010
  • 23. 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 23 Open Source ECM Friday, May 21, 2010
  • 24. Lowest Common Denominator or Greatest Common Factor? • Versioning of Documents • CMIS Query and Discovery Services • Navigation Services • Multi-Filing Services 24 Open Source ECM Friday, May 21, 2010
  • 25. Platforms vs. Suites vs. Condominiums 25 Open Source ECM Friday, May 21, 2010
  • 26. 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 26 Open Source ECM Friday, May 21, 2010
  • 27. 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 27 Open Source ECM Friday, May 21, 2010
  • 28. 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 28 Open Source ECM Friday, May 21, 2010
  • 29. CMIS: It’s Real. And It’s Spectacular. 29 Open Source ECM Friday, May 21, 2010
  • 30. Real World CMIS in Action • Content Management Goes Mobile • Android CMIS Broswer • Browse CMIS repository • View Documents • Email Documents • Search • View Document Properties http://code.google.com/p/android-cmis-browser/ 30 Open Source ECM Friday, May 21, 2010
  • 31. Real World CMIS in Action • Content Engine behind WCM / Portal Systems • Drupal • EZPublish • Nuxeo • Alfresco • KnowledgeTree 31 Open Source ECM Friday, May 21, 2010
  • 32. Real World CMIS in Action • Business Process Management • Access content stored in ECM repositories via CMIS 32 Open Source ECM Friday, May 21, 2010
  • 33. Thanks! @CherylMcKinnon on Twitter 33 Open Source ECM Friday, May 21, 2010