Documentum Content Services for SharePoint

Advanced Content Management with Microsoft® SharePoint Interface

EMC Documentum Content Services for SharePoint is a set of ASP.net Web Parts or controls for the creation of Web pages that allow access to EMC Documentum Content Server through the Microsoft® Office SharePoint Server 2007 interface. With Content Services for SharePoint, users can browse the EMC Documentum repository, store documents, search for content, and participate in cross-organization business processes that span applications.

Features	Benefits
Seamless integration with SharePoint	Extend SharePoint interface to provide access to EMC Documentum applications and content.
Advanced content management features	Take advantage of document lifecycles, business process management, rapid capture of images and scanned documents, and automatic classification within your familiar SharePoint environment.
Automatic notifications and item subscriptions	Keep up-to-date on changing items in the EMC Documentum repository, with immediate access to preferred documents.
Documentum workflows	Enable SharePoint users to participate in business processes that are defined and managed within the EMC Documentum repository.
Integrated Documentum search	Quickly locate items in the EMC Documentum repository directly within SharePoint.
Shared application access to Documentum content	Retrieve centrally-controlled documents from various client applications

Documentum Vs Sharepoint

Documentum Vs SharePoint

·          The obvious - Sharepoint only runs on Windows using Microsoft SQL Server.  If you are enterprise standard is UNIX/Linux or Oracle/DB2, then Sharepoint is not a valid option.  Documentum is OS and database agnostic.  Documentum is supported on various OS and database configurations.

·          The next obvious – Sharepoint is built on ASP.NET; thus, customizations are done via .NET framework.  Documentum is built on DFC, which is built on Java.  You should consider the development and support skills of your staff when considering which system to choose.

·          Content Storage - Sharepoint stores content within the SQL Server database.  This allows Sharepoint to utilize SQL Server native search capabilities.  This also means that backup of content is solely dependent on backing up of the database.  Documentum stores content on a file storage system and content metadata in any database.  This architecture allows for multi-server single docbase configuration.  Since content is stored on file system, you can also create a mix storage architecture composed of SAN, NAS, RAID, tape, etc.  

·          Sharepoint 2007 is tightly integrated with Office 2007. Documentum has some light integration with Office through Webtop Application Connectors. Documentum has stronger integration with other authoring applications including Dreamweaver, QuarkXPress, and Adobe InDesign.

·          Sharepoint provides various mechanisms to access and modify content when offline (eg Outlook, Access, etc). Documentum only supports offline editing if you install Documentum Desktop application.

·          Sharepoint 2007 supports rights management with Office 2007 natively. Documentum requires you to install Information Rights Manager to have this feature.

·          Both Documentum and Sharepoint provide the ability to create custom object types. However, Sharepoint’s object model does not seem to support object inheritance.

·          Lifecycle features (eg applying actions, defining entry criteria, applying lifecycle to multiple documents, etc) is more extensive in Documentum than in Sharepoint.

·          Documentum security model is more extensive than Sharepoint. Documentum has extended permissions that allow users to perform specific functions (eg change ownership, change state, change permissions, etc).

·          All objects in Documentum are secured using the security model. In Sharepoint only certain objects can be secured (eg web site, list, folders, documents, etc).

·          Content can be only published to Sharepoint site; however, if content needs to publish outside of MOSS repository, this requires custom coding. Content can be published to any website using Documentum Site Caching and Site Delivery Services. Documentum also has portlets for various portal vendors that allow those portals to access content that is stored in Documentum repository.

Documentum + VMware = It really makes sense

October 4, 2006

Before attending Momentum - this year, I knew very little about how VMware fits in with Documentum architecture. In the past, I have used VM images to set up different configurations for sales demos - this use case is very rudimentary compared to the powerful features that are now available with latest version of VMware.
Here are some of the new features:

1. VMotion - live real-time migration of VM images from one server to another
2. Dynamic Resource Scheduling - dynamically balancing of resources across resource pool
3. HA Enhancement Support

How does VMware fit in the Documentum world?
Development Sandbox

1. Create developer image that can be cloned to be used by all developers - great time saver for WDK developers

“Golden” Test Environment

1. Pass development image easily to test environment
2. Consolidate and reset test bed rapidly
3. Save multiple versions of test images to be reloaded at any point

Roll-out

1. Keep development/test image available during product upgrade cycle - this would have be very helpful during 525 to 53 upgrade that I was part of last year
2. Clone production data into UAT environment easily
3. Real-time scaling
   - can scale horizontally - add more content servers to host more users if necessary
   - can scale vertically - add CTS/DTS on a server that is not highly utilized

Maintenance

1. Test patches on multiple configurations
2. Rollback previous image - helpful if you need to rollback the upgrade of Content Server/docbase

All of this may seem intuitive, but official support of virtualization for Documentum products is new. Documentum has always been architected to be scalable - you just needed to buy more servers and licenses. Now, we can do this without adding servers to our data centers, which the infrastructure folks must love hearing this.

You Installed Documentum - Now What?

April 6, 2007

One of the most common questions when implementing a Documentum solution is how do you bulk load documents into the system.There are several options available depending on your requirements.

1. Use native client applications (eg Webtop or Desktop Client)
2. Build a custom application
3. Buy an COTS product

Use native applications
Webtop and Desktop Client support multi-file import; however, it only allows you to import multiple files to a single folder in the repository.  It does NOT have the ability to import a directory tree (with files) from a local file system.

Build a custom DFC application

A relatively simple DFC application can be built to import a directory tree from a local file system and re-create the folder hierarchy with files in the repository.  This option supports the capture of filenames and folder names, but this does NOT generally have the ability to assign metadata to custom attributes.  The assignment of metadata requires some form of data input file that lists attribute values for each file.   This can be accomplished by more programming; however, there are several COTS products that provide this kind of functionality.  The build vs buy discussion involves many factors that will not be covered here.  To determine the best product, one must evaluate all of the requirements against each product’s capabilities.

Buy decision

Here are some third party products:

1. McLaren Docloader
2. BlueFish Dixi
3. Documentum Import Manager

Functional Specifications Template (Japanese)

ＩＤ ID

業務機能 Business feature

機能要件 Functional Requirements

備考 Remark

A-1 A-1

エントリ機能 Entry feature

1． 1.

申請書番号の自動採番を行う Application for a number of automatic numbering conduct

（番号体系は、現在の番号体系を踏襲する） (Number scheme for the current number system to adhere)

2． 2.

申請書の内容をWebブラウザから入力することができる The application form for the contents of a Web browser that can be entered from the

入力対象の申請書は、以下の2種類とする Enter the target application for the following two and a

①「鑑」 ① "epitome"

②「条件確定シート」 ② "absolute Sheet"

3． 3.

作成中の申請書の修正、削除を行うことができる In creating the application for amendment, can be removed to make

申請書の修正、削除は申請書のステータスによって可、 Application for a modification of the application for removal is allowed by the state,

不可を制御する No control

4． 4.

作成済みの申請書の内容をコピーして、 Created Copy the contents of the application form,

申請書を作成することができる Applications can be created

5． 5.

作成した申請書は、電子的に保管することができる The application form is created, stored electronically can be

6. 6.

日本語版、英語版の2種類のフォーマットがある場合は、どちらかの Japanese and English version of the two formats is available, either

フォーマットに入力した値（数値、コード）をもう一方の The format of the input values (numbers in the code) to the other

フォーマットに自動的に反映することができる The format can be automatically reflected

A-2 A-2

ドキュメントエントリ機能 Document entry features

1． 1.

申請書に資料を添付することができる Application materials can be attached

添付する資料のフォーマットは限定しない Attach data format is not limited

（Excel、Word、PDF等、ファイル形式であれば添付できる） (Excel, Word, PDF, the file format if you can attach)

2． 2.

あらかじめ登録しておいた文書テンプレート(*1)を元に資料を Advance registration and advise document template (* 1) to the original documents

作成し、申請書に添付することができる Create the application can be attached

対象の資料は以下の通り The materials are as follows

①関係部店意見 ① relations department store opinions

1) 1)

営業部店意見 Department store sales views

2) 2)

審査セクション意見 Review opinion section

②与信先・案件分析資料 ② credit information data analysis projects

1) 1)

Exective Summary Exective Summary

2) 2)

Credit Report Credit Report

3) 3)

Financial Report Financial Report

A-3 A-3

案件情報出力機能 Projects information output function

1． 1.

案件一覧を任意のタイミングで作成することができる The list of projects to create any time can be

・

付議用の案件一覧を定型帳票で作成する For a list of subject matters created a stylized form

・

進捗確認用の案件一覧を定型帳票で作成する Progress check for a list of projects to create a stylized form

・

分析用のデータを抽出し、ファイル形式で提供する Analysis of data extraction, file format provides

A-4 A-4

検索・参照機能 Search Features

1． 1.

過去の申請書一式を検索し、参照することができる。 Past application for a formula to find and see it.

※ *

検索の詳細な条件については、外部設計時に確定する Detailed terms of the search for the external design fixed at the time of a

A-5 A-5

他システム連携（入力） Other Systems Integration (input)

1． 1.

新生銀行様行内他システムから提供されたデータを取り込み、 Like other bank-house system provided by the data uptake,

鑑内の対応する箇所に表示することができる Epitome in the corresponding locations can be displayed

現在想定している対象システムは、以下の６システム Assuming that the current system is subject to the following six systems

①CIF　②FDAS　③会社要項　④信用ランク　⑤FCC　⑥担保 ① CIF ② FDAS ③ company literature ④ secured credit Rank ⑤ FCC ⑥

※ *

EMSについては、1次フェーズでは対応しないため、 EMS for the first phase is not going to respond,

対象としない It does not target

A-6 A-6

他システム連携（出力） Other Systems Integration (output)

1． 1.

新生銀行様行内他システムの入力用の帳票を出力することができる Like other bank-house system for the reporting of input to output can be

対象システムは、FCCシステム。 The system is subject to the FCC system.

B-1 B-1

回覧機能 Circulate feature

1． 1.

担当者から決裁権限者へ、申請対象案件の申請書一式を電子で Representatives from the authority approval to the application subject to projects in the electronic application form for a ceremony

回覧することができる You can circulate

2． 2.

複数のメンバーへの回覧を行うことができる Several members of the circulars can be

※回覧経路設定は、稟議経路設定機能で行う * Circulate routing, approval routing functions performed

B-2 B-2

承認・確認タイプ設定機能 Type Approval check feature set

1． 1.

決裁権限者が、承認タイプとして以下の3パターンの結果を Approval authority is the type approved as a result of the following three patterns

案件ごとに設定することができる。 Projects can be set up for each.

① ①

「承認」 "Approve"

② ②

「条件付承認」 "Conditional approval"

③ ③

「否決」 "Vetoed"

2. 2.

確認者が、確認タイプとして以下の3パターンの結果を Confirmation that the type of check as a result of the following three patterns

申請書ごとに設定することができる。 Application forms can be set up for each.

① ①

「確認」 "Confirm"

② ②

「差戻し」 "And remanded"

③ ③

「取り下げ」 "Withdrawal"

B-3 B-3

作業依頼メール送付機能 Work request to send mail feature

1． 1.

担当作業が完了した場合、次作業担当者に作業依頼のメールを In charge of the work is complete, the next task personnel work request mail

送付することができる Shipping can be

B-4 B-4

ステータス管理機能 Status management functions

1． 1.

申請書および案件のステータスの管理、確認を行うことができる Application for projects and the status of management, verification can be

※ *

ステータスの詳細は、外部設計時に決定する。 Status Details of the external design-time decision. 現状の方針は、 Current state policy,

各工程（起案、審査、部内回覧、承認、条件確定） Each process (drafting and review, the department circulation and approved the final terms)

ごとにステータスを更新する Each status update

B-5 B-5

稟議経路設定機能 Approval routing function

1． 1.

申請書ごとに申請書作成ルート、回覧ルートの設定を The application form for each application for creating route, the route set to circulate

行うことができる May be