Download - What do records and information managers need to know about open source ECM?

Cheryl McKinnon

[email protected]

@CherylMcKinnon on Twitter

January 2011

Presentation to Columbia SC - ARMA Chapter

Open Source ECM:What Records and Information Managers Need to Know

Tuesday, January 18, 2011

mailto:[email protected]?subject=email%20subject

mailto:[email protected]?subject=email%20subject

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• Definition emerged 1998 - with a new model of software development and release - Mozilla (Netscape Navigator)

• Roots back to 1980s - Free Software Foundation

• Practices rooted in development that evolved into the internet

• 1960s/70s - early example of open, participatory software development

• 1998 - Founding of Open Software Initiative

• consistent terminology, sanctioned software license agreements, definitions and practices

• http://opensource.org/

What is Open Source?


http://opensource.org

http://opensource.org

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• Simply?

• A way a software developer (a vendor or a community) licenses and distributes its source code

• No charge for the software, availability of code, welcomes contributions, no restrictions on how software is used

• Variety of individual license agreements govern how it is distributed or used inside other products.

• Examples: GPL, LGPL, Apache, BSD, Eclipse, others...



http://en.wikipedia.org/wiki/Comparison_of_free_software_licenses

http://en.wikipedia.org/wiki/Comparison_of_free_software_licenses

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• What about Open Source Companies?

• Different Business Models to Meet Different Customer Needs

• Support and Maintenance Revenue Model

• RedHat (Linux)

• Acquia (Drupal Web Content Management)

• Nuxeo - (ECM)

• Free Community Editions vs. Supported Enterprise Editions

• Alfresco (WCM/ECM)

• Many others under “open core” or “dual license” models



What Do You Need to Know?

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#1You Can Get Started on an Information Management

Project... Now

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• No need to let business problems escalate due to lack of short term budget funding

• Early requirements research can be done with little or no up-front financial investment

• Simplified approach to product procurement allows more transparent financial planning for development and deployment

#1 - You Can Get Started on an Info Management Project... Now


#2Open Source ECM is *NOT* Written by Some Guy in his

Mom’s Basement

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• Still a lingering - and out-dated - perception of open source as hobbyist driven

• IT managers and software architects have long recognized open source for infrastructure use

• Professional support, developers, QA and services are all provided by vendors who understand enterprise needs

• Beware of the Fear, Uncertainty and Doubt (FUD) from bigger vendors who see as new competition

#2 - It is *NOT* Written by Some Guy in his Mom’s Basement


#3You Don’t Need to be a Developer to Use Open

Source ECM

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• Organizations with complex or unique ECM requirements can always choose to customize

• Clean, approachable user experience designed for use by typical information workers

• Graphical, wizard-driven customization and configuration environment puts control into hands of information architects and business analysts

#3 - You Don’t Need to be a Developer to Use Open Source ECM


#4Don’t Confuse Open Source

with “Free”

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• All ECM projects require a long term plan for deployment, needs analysis, training and ongoing support and maintenance

• Select an ECM platform because it meets your business and technical needs - not because there is a perception of ‘no cost’

• Prepare to invest in the support and assurances that best align with the mission critical nature of the content application

#4 - Don’t Confuse Open Source with “Free”


#5Open Source ECM Vendors Walk the Enterprise 2.0 Talk

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• Successful open source projects are vibrant communities that encourage peer-to-peer engagement

• Most vendors jumped on the “Community” and “Social Marketplace” bandwagon over last 2 years

• Open source ECM has valued knowledge-sharing, online community, peer support and customer input for years - exemplifies Knowledge Management in practice

• Trend to more on-demand, hosted services for upgrades, patches, optional modules, design tools

#5 - Open Source ECM Vendors Walk the Enterprise 2.0 Talk


#6Open Source Vendors Align to

Customer Priorities

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• Vendors who derive revenue from proprietary license sales will benefit far in advance of their customers

• ECM deployments require weeks or months to show ROI and deliver on deployment objectives

• Open Source vendors benefit when the customer does: during the application build and deployment phases

• Responsiveness to customer needs - roadmap, localization, support for third party products

#6 - Open Source Vendors Align to Customer Priorities


#7Not All Vendor Business

Models are the Same

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• Insist upon clarity and transparency from the open source ECM vendor

• Ensure the software that is tested and piloted is the same software that the vendor will support

• Do due diligence to ensure no hidden catches or unexpected costs or upgrade charges

• Ensure the vendor open source license model is a good fit for your overall IT architecture

#7 - Not All Vendor Business Models are the Same


#8ECM is no Longer a Frill

It is Essential to 21st Century Business

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• Rise of the Web means small and new companies can compete with incumbents

• Democratization of opportunity = democratization of risk

• Requirements to manage, capture and preserve content extends to companies of all sizes and corporate structures

• eDiscovery, regulation-driven retention rules not only for large publicly-traded companies

• Open source ECM helps keep the playing field level

#8 - ECM is no Longer a Frill


What About Open Standards?


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• Digital Content Preservation

• Open formats for record capture/preservation - published open specifications to ensure it can be reproduced outside of vendor hardware/software

• PDF/A

• Interoperability

• Common ground across Document Management and other Information Management products for content use and exchange

• CMIS (Content Management Interoperability Services)

• Metadata

• Readable descriptors, structure, consistent categorization

• XML, Dublin Core

Open Standards: Essential to RM


Want to Learn More?


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Nuxeo ECM - Our Approach

Platform

Nuxeo Enterprise PlatformComplete set of components covering all aspects of ECM

Nuxeo CoreLightweight, scalable, embeddable content repository

Packaged Products &

Distributions

DocumentManagement

Digital AssetManagement

CaseManagement

FrameworkCore Server

ContentApplication

Platform

Business Applications

Correspondence Management

Contracts Management

Invoice ProcessingRecords

Management

Construction Media Government Life Sciences


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• White Paper:

• http://www.nuxeo.com/en/resources/Reference-Material/8-things-you-should-know-about-open-source-ecm

Resource Center


http://www.nuxeo.com/en/resources/Reference-Material/8-things-you-should-know-about-open-source-ecm
















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• Documentation, White Papers, Customer Stories, Technical Blogs, Product Highlight Videos, Online Slides and Presentations

• http://www.nuxeo.com/en/resources

Resource Center


http://www.nuxeo.com/en/resources






Cheryl McKinnon, [email protected]

Thank YouQ & A


mailto:[email protected]

mailto:[email protected]