Document Management Systems, does one size fit all?

Over the years document management software vendors have tried to produce a platform to meet the requirements of the entire enterprise, in all document management categories. An early philosophy was to centralize every piece of content into one repository. More conventional thinking is to have different systems to more comprehensively meet the requirements of the enterprise while unifying the user experience via portal technology.
 
The different document management categories:

  • Core Document Management – This can be considered an extension to the corporate file-share, organizing documents with a defined taxonomy (attributes, security, foldering, categorization etc). Library management controls the version control of documents, with audit trails and security providing a foundation for compliance
  • Web Content – This category focuses around web content authoring and delivery, and allows sites to be organized into static and dynamic content delivery with real-time site updates
  • Imaging Management (Transactional) – This category can sometimes be called transactional document management (documents resulting from a business transaction, such as invoices, POs, Bill of Laden, Patient Records, Loan Documents etc). These systems are designed to manage a high-volume of fixed content and as the documents can be large these system can have technology to deliver small sections of the documents to client at a time to increase performance. Report management can often be in this category, which is sometime called COLD and is a technology that ingests, separates and extracts data from reports produced from business applications
  • Collaboration – Can be considered an extension of the Core Document Management category and includes content into different collaboration methods, such as blogs, wikis, discussion groups, and web content based presentation to allow team of users to interact and work with the content
  • Capturing Content – All the above system categories need a way of getting content or documents into them, and this category is often overlooked but can be considered one of the most important aspects. The more content that is under the control of the system, the more value it has

When selecting a system, you have to compare your requirements against the different categories as you may not need all components. Also, if you do select different components from different vendors, make sure you have a way of unifying user access.

EMC World Debrief

I attended EMC World and just wanted to give my thoughts on the different sessions and messaging around the software supported by EMC’s Intelligent Information Group (IIG). 

On the “classic” Documentum products, the message is client unification with development moving firmly towards the Documentum Foundation Services (DFS) model and away from the WDK environment. CenterStage is becoming their main focal point of the web presence and as this does not have feature parity with WebTop or eRoom quite yet, the product management team emphasized that this was a journey as many customers have invested heavily in WDK based customizations. The mobile strategy is progressing with an iPad application promised by the end of the year. Work will also be done to unify the development tools surrounding the platform to make it easier to build Documentum based applications. The xCP platform still plays a large part of the strategy with a focus for partners to build industry specific business process solutions.

For collaboration users, eRoom will have another release towards the end of the year that will support the Microsoft Windows 2008 and SQL Server 2008 platforms, along with other technology certifications.

The messaging around the cloud was definitely the primary tagline, with all product families having some sort of cloud based access in their product roadmaps.

Bruce Bolton
(bruce.bolton@portfordsolutions.com)

So that’s the update, client unification and cloud based computing is the message.
For transaction document management users, EMC’s ApplicationXtender(AX) platform is here to stay and supports a roadmap that included more workflow enhancements and again more focus is on the client tools and UI. A new connector application is planned that will more tightly integrate AX with the desktop and document access from business applications. Although the technology roadmap remains Microsoft based, the AX team have made a significant move towards web services with a feature rich services based toolkit. Also many of the new applications are based around the web services approach.

Integrations were also announced with Box.net (http://www.box.net/) for cloud based storage access and with Cisco’s WebEx (http://www.webex.com/) online collaboration tool.

Documentum v6.7 Now Released

On behalf of the EMC Information Intelligence Group, we are very pleased to announce the General Availability of Documentum 6.7. 6.7 is a stack release that consists of quality improvements, performance improvements, support for additional standards, and select new features. We have introduced stack-wide usage tracking and reporting into the 6.7 stack and many of our most widely used products incorporate this capability.

Release Highlights

  • Support for Office 2010
  • Business Activity Monitor Enhancements
  • Composer Streamlined User Interface
  • Content Intelligence Services Now Has Support for Linux Support,and Office 2010 files
  • Content Server now has Macintosh file Support for EMC Centera connector
  • Documentum Reporting Services has Support for Crystal Report Designer 2008
  • TaskSpace has Improved Section 508 Compliance and Support for IGC Brava 6.2 Viewer
  • Webtop now has Java 2 security support and Stronger compliance with security standards
  • xPlore now available in fully 64-bit mode which increases the maximum file size that can use the exact match to a query
  • Retention Policy Services has Consistent language support across Records Manager, RPS, and Physical Records Services
  • Usage Tracking and Reporting Enhancements for the different Documetum Modules
  • New Certifications in Documentum 6.7 for Application Server: JBoss Enterprise Application Platform 5.1, Browsers: Safari 5.0, Firefox 3.6.12.1.1