Workshop Oracle Content Management.pdf
Content
<Insert Picture Here>
Oracle Enterprise Content Management
The following is intended to outline our general
product direction. It is intended for information
purposes only, and may not be incorporated into any
contract. It is not a commitment to deliver any
material, code, or functionality, and should not be
relied upon in making purchasing decisions.
The development, release, and timing of any
features or functionality described for Oracle’s
products remains at the sole discretion of Oracle.
2
Most Content Today Remains Unmanaged
• Common ways to share info
• Email attachments
• FTP Servers
• Shared File Drives
• Common business user challenges
• Who can see or change my
content?
• Which one’s the right version?
• Key business decisions based on bad
or out-of-date information
• How do I make sure people can find my latest content?
• Requirements for native applications to view
(i.e. MS Project, MS Visio, etc.)
• How do I work jointly on creating content?
Why Manage Content?
Costs
Content
Explosion
Compliance
& Security
Expensive,
time intensive,
manual processes
Sharing right content
with the right people
Discovery costs &
risk management
How Content Management Helps
Contribute
• Browser
• Windows Explorer
• Email applications
• Desktop
applications
• Capture paper
• Forms
Manage
View & Notify
• Security
• Version control
• Indexing for search
• Metadata
• Workflow
• Expiration services
• Project spaces
• Conversion to Web
formats (400+ file types)
• Subscriptions
• Email notifications
• RSS feeds
• Personalized
environment
Business Benefits
REDUCES COST
• Automates
expensive, time
intensive, and
manual processes
• Improves content
accuracy
• Makes content easier to find,
access, and reuse
• Reduces costs for shipping,
printing, and storage
PRODUCTIVITY
• Strengthens
customer service
and partner
relationships
• Improves
communication
• Increases employee
effectiveness
• Creates process efficiencies
• Improves collaboration when
creating content
Oracle Content Management
PragmaticStrategy for all Enterprise Content Lifecycle
Store
Capture
Version
Index
Create
Manage
Cleanse
Distribute
Publish
Retain
Search
ECM Strategy – 1 – Consolidation:
Bring Critical Content into a Managed Environment
Why?
ECM
Capture
Secure
Version
Search
Retain
Dispose
ECM Strategy – 2 – Federation:
Management Across All Content Stores, Including
Legacy Applications
Enterprise
Applications
Database
E-Mail Archives
Legacy
Applications
File Servers
Physical Content
ECM Strategy – 3 – External Security:
Manage Information Beyond Your Firewall
Enterprise
Applications
Database
E-Mail Archives
Legacy
Applications
File Servers
Physical Content
<Insert Picture Here>
Oracle Universal Content
Management (UCM)
Standard Edition
UCM Standard Edition Highlights
Document Management For Mid-size Businesses
• Web-based application
• For managing documents within
Oracle Database or file systems
• Entry level solution
• With easy upgrade to enterpriselevel ECM
• Manage all file types
• Documents, graphics, images,
presentations, emails…
• Quick install, out-of-the-box solution
• Heterogeneous support
• Multiple platforms, databases,
Web servers, browsers…
Solution Examples:
• Policy and procedure mgmt
• Sales kits & marketing
collateral
• Internal knowledgebase
• ISO 9001 documentation
• Human Resources content
• Communication mgmt
• Online “deal rooms”
12
An Out of the Box Solution
Oracle UCM SE includes Built-in…
• Security
• Personalization (no portal or
application server required!)
• User management
• Customizable portal layouts for unique “look & feel”
• Workflow
• Metadata & full text search
• Forms
• Conversion
Content Check-In
Getting Content into the System
• Browser-based
• Submit content from
anywhere!
• Use Profiles - to pre-fill or
add default metadata
• Check out content
• Ensures single-source
• Behind the scenes…
• Security - only the right
people view or edit
• Index for search
Desktop Integrations
Windows Explorer Integration
Access Multiple
Servers
• Browse/Search Content
• Drag-and-drop checkin/checkout
• Preview Pane & Right-click
menus
Advanced Capabilities
• Preview Pane
• Right Click Menus
• Take Content Offline
Also available in Outlook
and Lotus Notes
Desktop Integrations
Office Integration
Office Menu
• Check-in/Checkout
• Compare Documents
• Insert links/files/images
Content Check-In
Additional Capabilities
• What if I want people to fill
out forms instead?
• Use built-in Web Forms
• Form submission saved
like any other item
• What if contributors don’t
like filling out metadata?
• Profiles default and pre-fill values
• Folders default values for drag and drop
Finding Content
Once it’s in…can you find it again?
• Search Profiles
• Tailored search screens for
common content types
• Search Within
• Drill-down approach
• Quick Search
• One-click search narrowed by author,
extension, etc.
• Save Common Searches
& URLs in Your Profiles
• Saved Searches
• My URLs
Accessing Content
Do you have the right application for viewing?
• Automatic Conversions
• HTML, JPEG, etc.
• Web & wireless
• Subscriptions
• New revisions
• New items that meet your
criteria - type, author, etc.
• RSS feeds
• Monitor ‘what’s new’ in the
system use RSS readers
Approvals & Routing Content
Workflow
• Route items
automatically
• Individuals
• Groups
• Edit, Review,
Notifications
• Email Notifications
• Ad-hoc routing
• Triggered by user
during check-in
(metadata)
Organizing Content
Putting content into groups using Folios
• Assemble, track, manage and
access content as a group
•
•
•
•
Metadata & security
Workflow / routing
Subscriptions
View items as one document,
presentation, PDF file, etc.
• Download together
• Yet, manage items separately
• Different authors & metadata
• Individual control over security
permissions
• Individual views and renditions
• Ability to reuse
Organizing Content
Folios Examples
• Marketing materials
• Group text, images, and layout files
to produce communications
• Sales kits
• Group presentations, fact sheets,
case studies, etc.
• Policies and procedures
• Group into related processes
• Reports
• Manage subjects: competition,
market opportunities…
• Presentation management
• Dynamically assemble final
presentations, incorporating official
“standard” slides
Create Projects Spaces
For document-centric collaboration
• Web-based project meeting
rooms and workspaces
• User-controlled, project space
creation
• Document-level security
• Discussion threads tied to content
• Internal and external user support
(employees, partners and
customers)
• Ad-hoc security & ad-hoc workflow
• Multiple interfaces - email,
applications, Web, etc.
Why Oracle Universal Content Management
Standard Edition?
• Java-based solution, ideal for heterogeneous environments
• Microsoft, Linux and Unix operating systems; Active Directory and
LDAP; Oracle, SQL Server, DB2 databases; multiple Web servers…
• Collaborative Web-based solution - supports all file formats
• Email, Microsoft Office, Project or Visio, Lotus SmartSuite, Sun
StarOffice, AutoCAD
• Industry leading content transformation capabilities
• Robust enterprise feature-set
• Document-level, role-based security; metadata management;
archiving/replication; multiple language support
• Entry level solution that can grow to meet your needs
• Add-on capabilities to enrich the solution
• Easy upgrade to enterprise-level ECM
Opportunities for UCM SE
Upgrade to Enterprise UCM
• Removes clustering, replication & integration license restrictions
• Gain additional functionality
• Advanced Document Management: Content Categorizer, Content
Tracker, Report Parser, Web Parts for SharePoint
• Web Content Management: Connection Server, Content Portlet Suite
(JSR 168 portlets), Content Publisher, Site Studio, Site Studio Publisher
• Digital Asset Management: Inbound Refinery (thumbnails), Image
Manager, PDF Converter, TIFF Converter, Video Manager, XML Converter
• Records and retention management: Records Management Corporate
Edition, URM Adapter for Content Server
• Content Integration Suite (integration with Java EE servers)
• To upgrade, customers can easily migrate to a UCM license
• New functionality added by simply installing components to existing
implementation
• No need to migrate servers!
• No need to uninstall / reinstall!
Opportunities for UCM SE Customers:
Add-on products
• Add-on other content management products
• Oracle Content Conversion Server
• Install separate conversion server to generate thumbnails
• Handles automatic conversion to PDF & XML, PDF watermarks,
mainframe report parsing, & tracking
• Oracle Information Rights Management
• “Seals” and encrypts content upon check-in
• Protects copies downloaded to other systems or outside
company - revoke access at any time!
• User with Oracle Content Conversion Server to automatically
generate “sealed” Web renditions
• Oracle Document Capture and/or Distributed Document Capture
• Scan and check in paper-based documents into UCM SE
• Centralized or decentralized (web-based) models
Oracle’s ECM Solution
Oracle Document Capture (& Distributed Capture)
Batch Scanning
• Key Capabilities
– High-volume document capture
operations
– Easily import emails, faxes and electronic
documents
– Browser-based document scanning and
indexing at remote offices
• Solutions
– Scanning paper documents for account
payable, fixed assets, credit and human
resources
– Distributed capture in remote offices
27
Oracle’s ECM Solution
Document Capture
Document Capture
• High-volume document capture
operations
• Easily import emails, faxes and
electronic documents
Distributed Document Capture
• Provides browser-based document
scanning and indexing at remote office
locations
Indexing
• Streamlined key-from-image with pick
lists and database look-ups
• Automated indexing through barcode and
optical character recognition
Archiving
• Images archived into Oracle ECM for
integrations with business applications and
processes
• Can also archive to non-Oracle systems
28
Oracle Document Capture
• One capture system for all content
types
– Identify, capture, and convert paper and
electronic documents (Word, Excel, PDFs,
etc.) into viable image formats to imageenable your business applications
• Automated indexing options
– Streamline document indexing via database
linking, database linked pick lists, optical
character recognition (OCR), and bar code
recognition
• Increased document processing
efficiency
– Ensure a fast and efficient capture process
with production-level document scanning
and indexing
29
Oracle Document Capture
• High-volume scanning
• Any scanner via ISIS
or Adrenaline
Scan
• Automated indexing via
barcode recognition
Recognition
Commit
Import
• Import from email,
network folders, fax
and FTP servers
Index
• Archive images into
Oracle ECM
• Also supports nonOracle ECMs
• Streamlined key-from-image
• Zonal, ad-hoc OCR
• Relational pick-lists and
database lookups
30
Scan User Interface
31
Index User Interface
32
Oracle Distributed Document Capture
Import
from
Folder
Multi-Function
Devices
Scan/Index
TWAIN
Desktop Scanning
Network
TWAIN
Internet
Oracle Document Capture
Index
Recognition
Commit
33
Distributed Document Capture 11g
Capture in 11g
• Broad directory support and SSO through FMW infrastructure
• Web Based Capture
– Modernized user interface
built in ADF
– Fully translated
and accessible
34
Oracle Forms Recognition
Extract invoice data without templates or rules
• Minimize errors and decrease labor costs (no keying from image)
• Process thousands of invoice formats with no rules, anchors, templates
or keyword libraries
• Extract invoice header and line data and match with POs
1 Classify:
• Content-based recognition & sorting
• Document agnostic
2 Extract:
• Context-based data extraction
• Language independent
2
1
3 Validate and Match:
• Leverage ERP data
• Fuzzy search for fault tolerant
data validation
3
35
Oracle Forms Recognition
Process Flow
Oracle Forms Recognition
Classify
Capture
Extract
Output
Export
ECM
OCR
Validate
Verification
Reporting
36
Oracle Forms Recognition
A Learning Based Solution
Oracle’s Approach:
• OFR learns context around
the data you need.
• No need to explicitly define
templates, anchors, zones or
specific keywords.
• A few document examples
enable processing of many
different documents .
• Unmatched line-item table
extraction.
37
Oracle Imaging and Process Management
I/PM 11g – integrating Imaging and Workflow to Applications
• Key Capabilities
– Platform for building imaging
applications
– Complete solution: capture,
imaging, viewer, BPM, enterprise
report mgmt
– Productized application integrations:
Oracle and other systems
• Solutions
–
–
–
–
–
–
Accounts payable and receivable
Expense processing
Forms processing
Contract management
Loan and mortgage processing
Claims and application processing
38
Oracle’s ECM Solution
Imaging and Process Management
Automates paper-intensive processes by integrating imaging
and workflow Applications to:
• Decrease storage, transportation and labor costs by getting rid of paper with
integrated document capture and imaging
• Streamline operations by dramatically decreasing the time it takes for data
entry, and providing workflows for exception handling and approvals
• Improve process visibility with real-time monitoring of key performance
metrics and insight into process bottlenecks
• Strengthen controls with complete content lifecycle management for
documents, including retention and records management
Capture
Extract & Index
Store
Access
Workflow & Monitor
Approve
39
Oracle’s ECM Solution
Web Content Management
• Web Developer: Development & Architecture Expert
• Creates reusable code, layouts and templates
• Controls permissions and exposed functionality
• Creates solid architecture to efficiently manage
hundreds of sites
• Site Manager: Audience & Line of Business Expert
• Organizes /refines site navigation and structure
• Picks layouts from a pre-defined list
• Controls keywords in title and meta tags
right from the Web site
• Content Author: Content & Knowledge Expert
• Edits and adds content directly from the Web site
• Previews changes in-context of the site
• Reuses existing business content from Microsoft Word,
PowerPoint, Excel, etc.
XML Data File
Ravenna Tower Speakers
PX229
Region Template
Sound that goes to the ceiling
<H1>
With tweeters designed by
birds and woofers designed
by big dogs, Ravenna Tower
speakers emit the clearest,
most powerful sound you’ve
heard outside of the wild.
</H1> <H2>
</H2> <DIV>
</DIV>
Oracle’s ECM Solution
Web Content Management
OOTB
App
Multiple
Web Sites
Site Studio
Web Browser
Desktop Integrations, Web GUI, Extended API
Web Content Services
WYSIWYG editing,
publishing, templates
Digital Asset Services
transformation, delivery,
renditions, watermarks
Retention Services
file plans, expiration,
audit trail, archiving
Document & Image Services
conversion, indexing/search, metadata, workflow, security, revision control,
image capture, subscription, report parsing, usage tracking, discussion
Repository Services
content, file, and data management
UCM
Oracle’s ECM Solution
Digital Asset Management
• Manages all file types
• Photoshop, EPS, JPEG, TIFF,
BMP, Quicktime, Real, Windows
Media, AVI, MP3, etc.
• Multiple renditions, multiple uses
• Automatic conversion for viewing
all images -- even legacy formats
• “Content Basket” functionality for
easy downloading of multiple
images and video
• Easy search and retrieval
• Thumbnails, storyboards, and
closed caption
Oracle’s ECM Solution
Records Management
• Federate & Consolidate
• Apply records and retention
policies in place to
any content in any system
• Consolidate records
• Electronic & physical records
• DoD 5015 chapter 2 & 4 certified
• Transparent to business users
Discovery Services
Oracle
Universal
Records
Management
Adapter
Email
Archive
Central Policy Management
Records
Manager
Physical
Notification Adapter
Records
Services Services
Manager
Adapter
Adapter
Adapter
Adapter
3rd
File
Servers
Microsoft
SharePoint
Generic
Party
ECM
• Work with familiar tools
• Content stays in place
• RM policies enforced automatically
• Simple and flexible policy creation
• Ships with the standard life-cycle triggers and actions
• Add business-specific triggers and actions
• Perform enterprise-wide holds and freezes
Adapter
Oracle
UCM
Oracle’s ECM Solution
Information Rights Management
• Control information
wherever used or stored
• End user desktops inside
& outside the firewall
• Repositories (ECM), file
shares etc.
• Emails
• Protect documents from
unauthorized use and
redistribution
• Audit the use of confidential documents
• Prevent outdated information from being used
• Control the timeframe during which information can be accessed
• Digitally shred or revoke access for no-longer-trusted parties
Customers
Deutschland, Österreich, Schweiz
Customer Case Study: Rolex
• Customer Challenges
– Quality Management in manufacturing
– Brand Management in marketing and sales
– Managing business critical documents such
as standard operating procedures, intellectual property, competitive intelligence, etc.
• Solutions
– Started with Oracle UCM in manufacturing
for quality management in 2001
– Implemented Digital Asset Management
for more than 200.000 marketing assets
(brochures, images, photos, videos)
– Company wide Enterprise Content
Management, including DMS, WCMS,
Portal integration, Records Management,
Digital Asset Management
• Customer Benefits
– Single universal infrastructure for all
enterprise content
46
Customer Case Study: Clariant
• Clariant: global leader in the field of specialty chemicals
• Customer Challenges
– One solution to cover document lifecycle management
– Reduce content application diversity with
central architecture and maintenance
– Special regulatory compliance requirements
in Chemical Industry
• Solutions
– Standardized on a global Document Management
System from Oracle
– Reduced high number of isolated information
containers
– Central toolbox for information workflows
• Customer Benefits
– Single global document management platform
– Enhanced operational efficiency
– Cost savings through rapid deployments of new
content applications on central infrastructure
– Achieve old and new regulatory compliance
(EN45000, IUCLID, REACH, etc.)
47
Oracle ECM
Unified and Integrated Content Management
Portal
Connectors
OOTB
Web Apps
Application
Connectors
Desktop &
Office
Integrations
Mobile
Delivery
Federated Content Management Services
Records & Retention
Information Rights
Secure Enterprise
Management
Management
Search
FUSION
MIDDLEWARE
Oracle Enterprise Content Management
Document Capture
SOA,
BPM
Identity
Mgmt
Image & Process Mgmt
Universal Content Management
Images
Documents
Web
content
Core Content Services
Oracle Database SecureFiles,
AuditVault, Database Vault, RAC
Digital
Assets
A
D
A
P
T
E
R
S
3rd Party
DMS
Systems
3rd Party DB / FS
48
Oracle Enterprise Content Management
Part of Oracle Fusion Middleware
Strategy Continuity
Complete
Open
Integrated
Best of Breed
#1
Comprehensive
Offering
StandardsBased
Architecture
Broad & Deep
Offering
Lower Cost,
Lower Risk
More Choice
Maximizes
Existing
Investments
Designed to
Work Together
Less Effort
More Value
Industry Leader
Robust, Proven
Industry leading
Software
Oracle ECM
Analyst and Industry Reviews
Leader
“Best ECM”
Enterprise Content Management
Records Management
Leader
Enterprise Content Management
InfoWorld Magazine, February 2008
Web Content Management
51
Oracle Content Management
Unified and Integrated
• Moving ECM from “Point” to “Platform”
• Low Cost of Ownership
• Unified ECM
• High Return on Investment
• Leveraging Fastest Growing
Middleware Stack
• Effective Standardization
• Content Platform for the Enterprise
• Improved Business Responsiveness
• Content Management for
Enterprise Applications and Portal
• Risk Mitigation
• Federated Records Management
• Information Rights Management
Questions..
Oracle Enterprise Content Management
The following is intended to outline our general
product direction. It is intended for information
purposes only, and may not be incorporated into any
contract. It is not a commitment to deliver any
material, code, or functionality, and should not be
relied upon in making purchasing decisions.
The development, release, and timing of any
features or functionality described for Oracle’s
products remains at the sole discretion of Oracle.
2
Most Content Today Remains Unmanaged
• Common ways to share info
• Email attachments
• FTP Servers
• Shared File Drives
• Common business user challenges
• Who can see or change my
content?
• Which one’s the right version?
• Key business decisions based on bad
or out-of-date information
• How do I make sure people can find my latest content?
• Requirements for native applications to view
(i.e. MS Project, MS Visio, etc.)
• How do I work jointly on creating content?
Why Manage Content?
Costs
Content
Explosion
Compliance
& Security
Expensive,
time intensive,
manual processes
Sharing right content
with the right people
Discovery costs &
risk management
How Content Management Helps
Contribute
• Browser
• Windows Explorer
• Email applications
• Desktop
applications
• Capture paper
• Forms
Manage
View & Notify
• Security
• Version control
• Indexing for search
• Metadata
• Workflow
• Expiration services
• Project spaces
• Conversion to Web
formats (400+ file types)
• Subscriptions
• Email notifications
• RSS feeds
• Personalized
environment
Business Benefits
REDUCES COST
• Automates
expensive, time
intensive, and
manual processes
• Improves content
accuracy
• Makes content easier to find,
access, and reuse
• Reduces costs for shipping,
printing, and storage
PRODUCTIVITY
• Strengthens
customer service
and partner
relationships
• Improves
communication
• Increases employee
effectiveness
• Creates process efficiencies
• Improves collaboration when
creating content
Oracle Content Management
PragmaticStrategy for all Enterprise Content Lifecycle
Store
Capture
Version
Index
Create
Manage
Cleanse
Distribute
Publish
Retain
Search
ECM Strategy – 1 – Consolidation:
Bring Critical Content into a Managed Environment
Why?
ECM
Capture
Secure
Version
Search
Retain
Dispose
ECM Strategy – 2 – Federation:
Management Across All Content Stores, Including
Legacy Applications
Enterprise
Applications
Database
E-Mail Archives
Legacy
Applications
File Servers
Physical Content
ECM Strategy – 3 – External Security:
Manage Information Beyond Your Firewall
Enterprise
Applications
Database
E-Mail Archives
Legacy
Applications
File Servers
Physical Content
<Insert Picture Here>
Oracle Universal Content
Management (UCM)
Standard Edition
UCM Standard Edition Highlights
Document Management For Mid-size Businesses
• Web-based application
• For managing documents within
Oracle Database or file systems
• Entry level solution
• With easy upgrade to enterpriselevel ECM
• Manage all file types
• Documents, graphics, images,
presentations, emails…
• Quick install, out-of-the-box solution
• Heterogeneous support
• Multiple platforms, databases,
Web servers, browsers…
Solution Examples:
• Policy and procedure mgmt
• Sales kits & marketing
collateral
• Internal knowledgebase
• ISO 9001 documentation
• Human Resources content
• Communication mgmt
• Online “deal rooms”
12
An Out of the Box Solution
Oracle UCM SE includes Built-in…
• Security
• Personalization (no portal or
application server required!)
• User management
• Customizable portal layouts for unique “look & feel”
• Workflow
• Metadata & full text search
• Forms
• Conversion
Content Check-In
Getting Content into the System
• Browser-based
• Submit content from
anywhere!
• Use Profiles - to pre-fill or
add default metadata
• Check out content
• Ensures single-source
• Behind the scenes…
• Security - only the right
people view or edit
• Index for search
Desktop Integrations
Windows Explorer Integration
Access Multiple
Servers
• Browse/Search Content
• Drag-and-drop checkin/checkout
• Preview Pane & Right-click
menus
Advanced Capabilities
• Preview Pane
• Right Click Menus
• Take Content Offline
Also available in Outlook
and Lotus Notes
Desktop Integrations
Office Integration
Office Menu
• Check-in/Checkout
• Compare Documents
• Insert links/files/images
Content Check-In
Additional Capabilities
• What if I want people to fill
out forms instead?
• Use built-in Web Forms
• Form submission saved
like any other item
• What if contributors don’t
like filling out metadata?
• Profiles default and pre-fill values
• Folders default values for drag and drop
Finding Content
Once it’s in…can you find it again?
• Search Profiles
• Tailored search screens for
common content types
• Search Within
• Drill-down approach
• Quick Search
• One-click search narrowed by author,
extension, etc.
• Save Common Searches
& URLs in Your Profiles
• Saved Searches
• My URLs
Accessing Content
Do you have the right application for viewing?
• Automatic Conversions
• HTML, JPEG, etc.
• Web & wireless
• Subscriptions
• New revisions
• New items that meet your
criteria - type, author, etc.
• RSS feeds
• Monitor ‘what’s new’ in the
system use RSS readers
Approvals & Routing Content
Workflow
• Route items
automatically
• Individuals
• Groups
• Edit, Review,
Notifications
• Email Notifications
• Ad-hoc routing
• Triggered by user
during check-in
(metadata)
Organizing Content
Putting content into groups using Folios
• Assemble, track, manage and
access content as a group
•
•
•
•
Metadata & security
Workflow / routing
Subscriptions
View items as one document,
presentation, PDF file, etc.
• Download together
• Yet, manage items separately
• Different authors & metadata
• Individual control over security
permissions
• Individual views and renditions
• Ability to reuse
Organizing Content
Folios Examples
• Marketing materials
• Group text, images, and layout files
to produce communications
• Sales kits
• Group presentations, fact sheets,
case studies, etc.
• Policies and procedures
• Group into related processes
• Reports
• Manage subjects: competition,
market opportunities…
• Presentation management
• Dynamically assemble final
presentations, incorporating official
“standard” slides
Create Projects Spaces
For document-centric collaboration
• Web-based project meeting
rooms and workspaces
• User-controlled, project space
creation
• Document-level security
• Discussion threads tied to content
• Internal and external user support
(employees, partners and
customers)
• Ad-hoc security & ad-hoc workflow
• Multiple interfaces - email,
applications, Web, etc.
Why Oracle Universal Content Management
Standard Edition?
• Java-based solution, ideal for heterogeneous environments
• Microsoft, Linux and Unix operating systems; Active Directory and
LDAP; Oracle, SQL Server, DB2 databases; multiple Web servers…
• Collaborative Web-based solution - supports all file formats
• Email, Microsoft Office, Project or Visio, Lotus SmartSuite, Sun
StarOffice, AutoCAD
• Industry leading content transformation capabilities
• Robust enterprise feature-set
• Document-level, role-based security; metadata management;
archiving/replication; multiple language support
• Entry level solution that can grow to meet your needs
• Add-on capabilities to enrich the solution
• Easy upgrade to enterprise-level ECM
Opportunities for UCM SE
Upgrade to Enterprise UCM
• Removes clustering, replication & integration license restrictions
• Gain additional functionality
• Advanced Document Management: Content Categorizer, Content
Tracker, Report Parser, Web Parts for SharePoint
• Web Content Management: Connection Server, Content Portlet Suite
(JSR 168 portlets), Content Publisher, Site Studio, Site Studio Publisher
• Digital Asset Management: Inbound Refinery (thumbnails), Image
Manager, PDF Converter, TIFF Converter, Video Manager, XML Converter
• Records and retention management: Records Management Corporate
Edition, URM Adapter for Content Server
• Content Integration Suite (integration with Java EE servers)
• To upgrade, customers can easily migrate to a UCM license
• New functionality added by simply installing components to existing
implementation
• No need to migrate servers!
• No need to uninstall / reinstall!
Opportunities for UCM SE Customers:
Add-on products
• Add-on other content management products
• Oracle Content Conversion Server
• Install separate conversion server to generate thumbnails
• Handles automatic conversion to PDF & XML, PDF watermarks,
mainframe report parsing, & tracking
• Oracle Information Rights Management
• “Seals” and encrypts content upon check-in
• Protects copies downloaded to other systems or outside
company - revoke access at any time!
• User with Oracle Content Conversion Server to automatically
generate “sealed” Web renditions
• Oracle Document Capture and/or Distributed Document Capture
• Scan and check in paper-based documents into UCM SE
• Centralized or decentralized (web-based) models
Oracle’s ECM Solution
Oracle Document Capture (& Distributed Capture)
Batch Scanning
• Key Capabilities
– High-volume document capture
operations
– Easily import emails, faxes and electronic
documents
– Browser-based document scanning and
indexing at remote offices
• Solutions
– Scanning paper documents for account
payable, fixed assets, credit and human
resources
– Distributed capture in remote offices
27
Oracle’s ECM Solution
Document Capture
Document Capture
• High-volume document capture
operations
• Easily import emails, faxes and
electronic documents
Distributed Document Capture
• Provides browser-based document
scanning and indexing at remote office
locations
Indexing
• Streamlined key-from-image with pick
lists and database look-ups
• Automated indexing through barcode and
optical character recognition
Archiving
• Images archived into Oracle ECM for
integrations with business applications and
processes
• Can also archive to non-Oracle systems
28
Oracle Document Capture
• One capture system for all content
types
– Identify, capture, and convert paper and
electronic documents (Word, Excel, PDFs,
etc.) into viable image formats to imageenable your business applications
• Automated indexing options
– Streamline document indexing via database
linking, database linked pick lists, optical
character recognition (OCR), and bar code
recognition
• Increased document processing
efficiency
– Ensure a fast and efficient capture process
with production-level document scanning
and indexing
29
Oracle Document Capture
• High-volume scanning
• Any scanner via ISIS
or Adrenaline
Scan
• Automated indexing via
barcode recognition
Recognition
Commit
Import
• Import from email,
network folders, fax
and FTP servers
Index
• Archive images into
Oracle ECM
• Also supports nonOracle ECMs
• Streamlined key-from-image
• Zonal, ad-hoc OCR
• Relational pick-lists and
database lookups
30
Scan User Interface
31
Index User Interface
32
Oracle Distributed Document Capture
Import
from
Folder
Multi-Function
Devices
Scan/Index
TWAIN
Desktop Scanning
Network
TWAIN
Internet
Oracle Document Capture
Index
Recognition
Commit
33
Distributed Document Capture 11g
Capture in 11g
• Broad directory support and SSO through FMW infrastructure
• Web Based Capture
– Modernized user interface
built in ADF
– Fully translated
and accessible
34
Oracle Forms Recognition
Extract invoice data without templates or rules
• Minimize errors and decrease labor costs (no keying from image)
• Process thousands of invoice formats with no rules, anchors, templates
or keyword libraries
• Extract invoice header and line data and match with POs
1 Classify:
• Content-based recognition & sorting
• Document agnostic
2 Extract:
• Context-based data extraction
• Language independent
2
1
3 Validate and Match:
• Leverage ERP data
• Fuzzy search for fault tolerant
data validation
3
35
Oracle Forms Recognition
Process Flow
Oracle Forms Recognition
Classify
Capture
Extract
Output
Export
ECM
OCR
Validate
Verification
Reporting
36
Oracle Forms Recognition
A Learning Based Solution
Oracle’s Approach:
• OFR learns context around
the data you need.
• No need to explicitly define
templates, anchors, zones or
specific keywords.
• A few document examples
enable processing of many
different documents .
• Unmatched line-item table
extraction.
37
Oracle Imaging and Process Management
I/PM 11g – integrating Imaging and Workflow to Applications
• Key Capabilities
– Platform for building imaging
applications
– Complete solution: capture,
imaging, viewer, BPM, enterprise
report mgmt
– Productized application integrations:
Oracle and other systems
• Solutions
–
–
–
–
–
–
Accounts payable and receivable
Expense processing
Forms processing
Contract management
Loan and mortgage processing
Claims and application processing
38
Oracle’s ECM Solution
Imaging and Process Management
Automates paper-intensive processes by integrating imaging
and workflow Applications to:
• Decrease storage, transportation and labor costs by getting rid of paper with
integrated document capture and imaging
• Streamline operations by dramatically decreasing the time it takes for data
entry, and providing workflows for exception handling and approvals
• Improve process visibility with real-time monitoring of key performance
metrics and insight into process bottlenecks
• Strengthen controls with complete content lifecycle management for
documents, including retention and records management
Capture
Extract & Index
Store
Access
Workflow & Monitor
Approve
39
Oracle’s ECM Solution
Web Content Management
• Web Developer: Development & Architecture Expert
• Creates reusable code, layouts and templates
• Controls permissions and exposed functionality
• Creates solid architecture to efficiently manage
hundreds of sites
• Site Manager: Audience & Line of Business Expert
• Organizes /refines site navigation and structure
• Picks layouts from a pre-defined list
• Controls keywords in title and meta tags
right from the Web site
• Content Author: Content & Knowledge Expert
• Edits and adds content directly from the Web site
• Previews changes in-context of the site
• Reuses existing business content from Microsoft Word,
PowerPoint, Excel, etc.
XML Data File
Ravenna Tower Speakers
PX229
Region Template
Sound that goes to the ceiling
<H1>
With tweeters designed by
birds and woofers designed
by big dogs, Ravenna Tower
speakers emit the clearest,
most powerful sound you’ve
heard outside of the wild.
</H1> <H2>
</H2> <DIV>
</DIV>
Oracle’s ECM Solution
Web Content Management
OOTB
App
Multiple
Web Sites
Site Studio
Web Browser
Desktop Integrations, Web GUI, Extended API
Web Content Services
WYSIWYG editing,
publishing, templates
Digital Asset Services
transformation, delivery,
renditions, watermarks
Retention Services
file plans, expiration,
audit trail, archiving
Document & Image Services
conversion, indexing/search, metadata, workflow, security, revision control,
image capture, subscription, report parsing, usage tracking, discussion
Repository Services
content, file, and data management
UCM
Oracle’s ECM Solution
Digital Asset Management
• Manages all file types
• Photoshop, EPS, JPEG, TIFF,
BMP, Quicktime, Real, Windows
Media, AVI, MP3, etc.
• Multiple renditions, multiple uses
• Automatic conversion for viewing
all images -- even legacy formats
• “Content Basket” functionality for
easy downloading of multiple
images and video
• Easy search and retrieval
• Thumbnails, storyboards, and
closed caption
Oracle’s ECM Solution
Records Management
• Federate & Consolidate
• Apply records and retention
policies in place to
any content in any system
• Consolidate records
• Electronic & physical records
• DoD 5015 chapter 2 & 4 certified
• Transparent to business users
Discovery Services
Oracle
Universal
Records
Management
Adapter
Archive
Central Policy Management
Records
Manager
Physical
Notification Adapter
Records
Services Services
Manager
Adapter
Adapter
Adapter
Adapter
3rd
File
Servers
Microsoft
SharePoint
Generic
Party
ECM
• Work with familiar tools
• Content stays in place
• RM policies enforced automatically
• Simple and flexible policy creation
• Ships with the standard life-cycle triggers and actions
• Add business-specific triggers and actions
• Perform enterprise-wide holds and freezes
Adapter
Oracle
UCM
Oracle’s ECM Solution
Information Rights Management
• Control information
wherever used or stored
• End user desktops inside
& outside the firewall
• Repositories (ECM), file
shares etc.
• Emails
• Protect documents from
unauthorized use and
redistribution
• Audit the use of confidential documents
• Prevent outdated information from being used
• Control the timeframe during which information can be accessed
• Digitally shred or revoke access for no-longer-trusted parties
Customers
Deutschland, Österreich, Schweiz
Customer Case Study: Rolex
• Customer Challenges
– Quality Management in manufacturing
– Brand Management in marketing and sales
– Managing business critical documents such
as standard operating procedures, intellectual property, competitive intelligence, etc.
• Solutions
– Started with Oracle UCM in manufacturing
for quality management in 2001
– Implemented Digital Asset Management
for more than 200.000 marketing assets
(brochures, images, photos, videos)
– Company wide Enterprise Content
Management, including DMS, WCMS,
Portal integration, Records Management,
Digital Asset Management
• Customer Benefits
– Single universal infrastructure for all
enterprise content
46
Customer Case Study: Clariant
• Clariant: global leader in the field of specialty chemicals
• Customer Challenges
– One solution to cover document lifecycle management
– Reduce content application diversity with
central architecture and maintenance
– Special regulatory compliance requirements
in Chemical Industry
• Solutions
– Standardized on a global Document Management
System from Oracle
– Reduced high number of isolated information
containers
– Central toolbox for information workflows
• Customer Benefits
– Single global document management platform
– Enhanced operational efficiency
– Cost savings through rapid deployments of new
content applications on central infrastructure
– Achieve old and new regulatory compliance
(EN45000, IUCLID, REACH, etc.)
47
Oracle ECM
Unified and Integrated Content Management
Portal
Connectors
OOTB
Web Apps
Application
Connectors
Desktop &
Office
Integrations
Mobile
Delivery
Federated Content Management Services
Records & Retention
Information Rights
Secure Enterprise
Management
Management
Search
FUSION
MIDDLEWARE
Oracle Enterprise Content Management
Document Capture
SOA,
BPM
Identity
Mgmt
Image & Process Mgmt
Universal Content Management
Images
Documents
Web
content
Core Content Services
Oracle Database SecureFiles,
AuditVault, Database Vault, RAC
Digital
Assets
A
D
A
P
T
E
R
S
3rd Party
DMS
Systems
3rd Party DB / FS
48
Oracle Enterprise Content Management
Part of Oracle Fusion Middleware
Strategy Continuity
Complete
Open
Integrated
Best of Breed
#1
Comprehensive
Offering
StandardsBased
Architecture
Broad & Deep
Offering
Lower Cost,
Lower Risk
More Choice
Maximizes
Existing
Investments
Designed to
Work Together
Less Effort
More Value
Industry Leader
Robust, Proven
Industry leading
Software
Oracle ECM
Analyst and Industry Reviews
Leader
“Best ECM”
Enterprise Content Management
Records Management
Leader
Enterprise Content Management
InfoWorld Magazine, February 2008
Web Content Management
51
Oracle Content Management
Unified and Integrated
• Moving ECM from “Point” to “Platform”
• Low Cost of Ownership
• Unified ECM
• High Return on Investment
• Leveraging Fastest Growing
Middleware Stack
• Effective Standardization
• Content Platform for the Enterprise
• Improved Business Responsiveness
• Content Management for
Enterprise Applications and Portal
• Risk Mitigation
• Federated Records Management
• Information Rights Management
Questions..
