SharePoint and Oracle WebCenter: The Benefits of an Integrated Content Management System
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Transcript of SharePoint and Oracle WebCenter: The Benefits of an Integrated Content Management System
What is Your Main Interest in Attending this Webinar?
Poll Question
SharePoint and Oracle WebCenter: The Benefits of an Integrated Content Management System
Jason LamonMarketing
Fishbowl Solutions
Greg BollomProduct Development
Fishbowl Solutions
John KlinkeProduct Management
Oracle
November 21st, 2013
Agenda
+About Fishbowl and Oracle WebCenter+Achieving Integrated ECM+Value of Oracle WebCenter Content+SharePoint Connector Overview -
Fishbowl and Oracle+Use Cases +Fishbowl Connector Demo+Q & A
About Fishbowl Solutions
Experience+ Over 700 projects since founding in 1999+ Oracle “Gold” Partner+ Oracle “Public Sector Pillar Partner”
Expertise+ Portals and Content Management+ Enterprise Information Management+ Business Process Automation
Customer Successes+ Across verticals
Award Winning+ Forrester Groundswell Award - Mobile App+ Oracle Excellence Award+ Enterprise 2.0 Blazer
Leading WebCenter Innovations
WebCenter Mobile WebCenter Portals & Intranets
Google Search Integration 11g Upgrades
Oracle WebCenterConnecting People, Processes and Information
Oracle WebCenter ContentEnterprise Content Management
Better manage enterprise content to improve efficiencies, reduce costs, and minimize risks+ Scalable repository for all types of
unstructured content + End-to-end content lifecycle management+ Content-enable business processes + Pre-built application integrations
Oracle WebCenter ContentEnterprise Content Management
Traditional Content Management
• E-Business Suite• Siebel• PeopleSoft• JD Edwards
• Primavera• Documaker• Fusion Apps
• Self-Service Portals• Intranets, Extranets• Executive Dashboards• Case Management• Business Process Automation
Enterprise Applications Custom Applications
• Document Management• Imaging and Capture• Digital Asset Management• Records Management• Web Content Publishing
WebCenter Content
Content Repository
ApplicationAdapters
FMW InfrastructureEmbeddable Content
Management
Benefits of Integrated ECMSharePoint and Oracle WebCenter Content
SharePoint:Three Versions – Similar Problems
SharePoint Challenges:+Governance+Supporting previous versions+Volume of content+Upgrades
In Oracle Shops:+Application and other business
system integrations+ .Net instead of Java
Why Integrate SharePoint and WebCenter?
Source: AIIM – Industry Watch: SharePoint 2013 Clouding the Issues
Disconnected Content
Collaboration
Social NetworkingProject
Management
Content ManagementApplicationIntegration Records Mngmt
Impact
• Compliance risks• Decreased knowledge sharing - silos
• Difficult to content-enable applications
Connected Content
Collaboration
Social NetworkingProject
Management
Content ManagementApplicationIntegration
Impact
• Enhanced control and governance• Improved records management and retention
• Serve content to Oracle applications and systems
Records Mngmt
Content-Enabled Enterprise
SharePointCollaboration & Contribution
Oracle WebCenter Content
Document Management
Digital Asset Management
Capture & Imaging WCMRecords
Management
Multi-Channel Access & Delivery
• SharePoint Content
• Business Content
• Transactional Content
SharePoint Enterprise Portals
Internets & Intranets
ERP & CRM Mobile Access
• Project Plans• Marketing Collateral• Contracts • Records
• Invoices• Purchase Orders• Expense Reports
• Pictures• Videos• Web Content
Why Use WebCenter for Storage?
+ Governance and Compliance– Use cases not in line with organizational policies
and regulations– Orphaned sites/content
+ Cost Control– Site sprawl = SQL Server storage costs– Web Front Ends required to run
+ Maximizing Content Efficiency– Single authoritative source for
• Application integration• Business process workflows• Multi-site, multi-platform access
Achieving Integrated ECM
So, if you and your organization desire to:– Connect and manage content between systems– Streamline content sharing, access, and
distribution– Content-enable applications and other Oracle-
based systems
Then Fishbowl and Oracle can help through:– Connector integrations for multiple use cases– Proven strategies for content consolidation– Value-add implementation services
Which Connector Do I Choose?
Feature/Capability Fishbowl Solutions Oracle
SharePoint 2010 Support X X
SharePoint 2013 Support X (future)
WebCenter Content 10g to 11.1.1.7 Support
X
Flexible Mapping and Configuration
X X
User-Directed Storage X
Completely Transparent to SharePoint End Users
X X
No Duplication of Content X
Which Statement Most Closely Describes your Organization’s Interest in Integrating Content between SharePoint and Oracle WebCenter?
Poll Question
2012 Poll - Why Integrate?
39%
26%
18%16%
Fishbowl’s SharePoint Connector for WebCenter Content
Integration Options
Overview – Fishbowl’s Connector
+3+ years of R & D+Transparent or user-driven content storage+Flexible WebCenter Content storage options
for Microsoft SharePoint
Customer SuccessEnhanced Content Compliance and Retention for Energy Company
+ Major European Operator in the Energy Sector– Generate, distribute and trade electricity
+ Business Problems– SharePoint sprawl– No single source of truth– Compliance risks– Orphaned content
+ Prior Approach for Addressing Problem– Save copies in each repository
+ Expected Business and IT Benefits– Align with corporate governance strategy– Satisfies requirements for separate use cases– Eliminate SharePoint content stores– Ensure long-term retention of high-value business content
Version 2.0 to 3.0 Changes
Development Goal:+ Focus on flexibility, on-demand publishing,
and configurationMicrosoft’s Tech Direction:+ Remote Blob Storage (RBS)Development Tradeoff:+Duplicate file storage with ultimate
flexibility+ Event receivers used to maintain
synchronization vs. storage layerValue Add:+ Simple installation – no database configs
Flexible
Configurable
Reliable
Simple
Version 3.0 – Key Features
Data & Content Integrity• Metadata mapping• Synchronized version control• Managed content – Content edits occur in
SharePoint• Delete in SharePoint and retain in
WebCenterHighly Configurable
• Store based on library, folder location, file size or extension, user preferences, and more
Supported Environments:• Oracle WebCenter Content 10 and 11g• SharePoint 2010 and 2013
Fishbowl Use Case #1: Content Publishing
Business Scenario:+Marketing team uses SharePoint to create
collateral for product launch, web updates, demand gen activity, etc.
+Only final versions of content are published and stored in WebCenter Content for viewing and distribution
Feature for Use Case+ Store content only if published as
“Major Version”
Key Benefits+ Reduce content confusion+ Ensure content integrity and accuracy for
proper repurposing/distribution+ Leverage flexible SharePoint security
Fishbowl Use Case #2: Project Lifecycle Governance
Business Scenario:+ Legal teams uses SharePoint to collaborate on
company acquisition project+ At the end of the project, site needs to be
decommissioned (deleted) per company policy
Feature for Use Case+User invoked “Store in WebCenter” check box
Key Benefits+ Site arbiter determines content to be retained+ Replaces saving to desktop or file shares+ Ensure proper discovery
Compose
Manage
Distribute
Archive
Fishbowl Use Case #3:Business Specific Storage Requirements
+ Business Scenario– Top-level configuration that
can be overwritten – Driven by storage
requirements from each business unit/department
+ Feature for Use Case– Option to override parent
configurations
+ Key Benefits– Ensures only “high value”
assets stored and managed – Helps business units easily
adhere to corporate retention policies
Site
s &
Sub
-site
s
Fold
ers
with
in
Doc
umen
t Li
brar
y
Site Collection & Default Site
Central Admin
Operations Marketing HR
Benefits
Insurance Retirement Planning
Health Insurance
Life Insurance
Policy InfoHSA
Oracle’s SharePoint Connector for WebCenter Content
Integration Options
Oracle’s SharePoint ConnectorOverview
+ Released in 11.1.1.8
+ Completely transparent to SharePoint end users
+ Documents available from either system without duplication
+ SharePoint content is stored in WebCenter instead of SQL Server– Enterprise-Class Repository– Single Source of Truth– Access to files from outside SharePoint
WebCenterContent
Web Experience
Portal EnterpriseApps
Oracle’s SharePoint ConnectorKey Features
+ Flexible Storage Options– Store based on SharePoint hierarchy (farm, collection, site,
library), file size, file type
+ Data & Content Integrity– Metadata Mapping– Security Mapping– Access/Edit content from SharePoint– Manage content lifecycle in WebCenter
+ Supported Environments– WebCenter Content 11.1.1.8+– SharePoint 2010 or SharePoint 2013 (soon)
Oracle Use Case #1: Improve Performance
Business Scenario+ SQL Server having performance and/or scalability
problems
Solution+ Store all SharePoint content in WebCenter
Content
Key Benefits+ Eliminate performance problems for SharePoint
end-users+ Easily scale to multiple Terabytes of data+Manage all WebCenter and SharePoint content in
single, centralized location
Oracle Use Case #2: Improve Governance
Business Scenario+Need to improve Governance and Compliance
of SharePoint content
Solution+ Store all SharePoint content in WebCenter
Content
Key Benefits+Manage all WebCenter and SharePoint content
in single, centralized location+ Ensure proper records management and
retention
Oracle Use Case #3: Re-Use Content
Business Scenario+ Content trapped in SharePoint silos
Solution+ Store designated SharePoint content in
WebCenter Content
Key Benefits+ Access SharePoint content from outside
SharePoint– WebCenter Portal– WebCenter Sites– E-Business Suite– PeopleSoft– Siebel– JD Edwards
Use Case Summary
• Publish versions – distribute content • Site decommission – user selected • 1 Site, multiple configurations• SharePoint 2013
• Single source of truth• SQL Server replacement• Integrate SharePoint content with
business processes and applications
What Version of Oracle WebCenter Content and Microsoft SharePoint is Your Organization Using?
Poll Question
Demonstration – Fishbowl Solutions
Summary: Value of Integrated ECM
+Reduce Costs and Administration– Target administrative overhead– Attack content sprawl– Improve security and compliance
+Drive More Value from Content– Multi-channel access and delivery– Increase knowledge sharing
+ Integrations for Specific Use Cases– Transparent– User-driven
Next Steps
Define Use Case(s)
Demo for Use Case
Publishing, Retention
management, etc.
Match feature/function to organization’s
use case
Discuss
OutcomesExpectationsNext Steps
More Info about WebCenter
Twitter Facebook Blog LinkedIn
oracle.com/goto/webcenter
twitter.com/webcenter
facebook.com/webcenter
blogs.oracle.com/webcenter
linkd.in/ORCL_Social
Questions
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linkedIn: join our groups webcenter content & webcenter portal
web: fishbowlsolutions.com email: [email protected]
phone: +1.952.465.3400 blog: cfour.fishbowlsolutions.com
Contact Fishbowl