Copyright © Open Text Inc. All rights reserved. ECM Suite Archivierung im Context Dr. Ursula Grandel, Principal Business Consultant

Slide 2 Agenda  ECM – der ganzheitliche Blick auf Dokumente, Daten, Arbeitsabläufe und Prozesse  ECM Architektur -Archivieren aus SAP -„Intelligente Archivierung“ - der Context -Schnittstellen und Abgleichszenarien

Slide 3 Enterprise Content Management

Slide 4 Eine ECM Plattform …  Umfassendes ECM -Compliance (Kontrolle über alle Inhalte) -Kosteneinsparung (Eine Plattform für alle Anwendungen) -Verbindungen (Alle Personen zu allen Information)

Slide 5 … unterstützt den ECM Lebenszyklus

Slide 6 Siemens A&D – WW web based archive “Adebar” Automation and Drives “The savings and faster processes provided by the IXOS solution help us greatly improve our competitive status - a critical factor in these tough economic times.” Erich Fickert Project Manager Siemens A&D “The savings and faster processes provided by the IXOS solution help us greatly improve our competitive status - a critical factor in these tough economic times.” Erich Fickert Project Manager Siemens A&D  CHALLENGE  Need Long-term secure storage of engineering drawings, invoices, and other documents due to legal and liability requirements  No global access to all documents  Rising costs for maintaining the inhomogeneous archive topology  SOLUTION  Consolidation of 12 different archive systems  Intranet-based Product-Data-Management portal based on Livelink for PDMS  Interfaces to CAD, ERP and PDM systems  BENEFITS  Share engineering & commercial documents between all departments worldwide  Fulfill compliance rules for product data, complete, up-to-date product information  Direct access to SAP documents and information – save license and training cost  Shorter sales cycles when selling complex project solutions  Improved business processes & faster response times  Reduced costs = ROI < 1 year

Slide 7 ECM life cycle – Siemens A&D planning and production of e.g. a new typ of engines an international team is involved in the project worldwide cooperation in creation and access to project documents worldwide access to all of the company‘s final documents documents from former leading systems SAP, CAD, LL DMS are now independent of former application make documents available on demand Completed projects are transfered to the archive: documents to LEA, meta data to LL PDMS Context Server Engineering department: a project area for all documents is created in LL DMS access now by PDMS in a different context: all documents to a certain product component, including former LL project data, CAD drawings, SAP data, customer‘s info

Slide 8 ECM Services ECM Solutions Repositories Weiterentwicklung: Livelink ECM Services Architektur User ECM ERP Mass Storage … SAP Embedded ClientsWeb ClientsDedicated Clients MobileDesktop MeetingsIntranet

Slide 9 ECM Architektur

Slide 10 ECM Suite: Dokumente im Kontext verwalten Livelink Enterprise Archive (Storage Server) ECR (Context Server)   Invoices  Workflow Data & History  Contracts (CRM) ... Livelink PDMS Livelink BPM Livelink Enterprise Server Sonstige Applikationen Groupware MM HR FI SD... BPM CRM ERP … SoDa OFI Lotus Notes Dokumente MAPI AL SOAP ODI Metadaten  Zugriff auf Dokumente im Kontext definierter Szenarien  Alternativ ohne Zugriff über die erzeugende Applikation  Globaler Zugriff auf Dokumente verschiedener Applika- tionen

Slide 11 Livelink PDMS - Archivieren im Context … Document Pipelines… Livelink BPM Server Integration BPM Web-GUI Enterprise Scan (Indexing) Admin User Managmt. Repository Layer Application Layer Windows, Java & Web- Viewer Presentation Layer Livelink Enterprise Archive HA StorageEncryption … Backup Livelink Production Document Management System PDMS Web-GUI CONTEXT Server

Slide 12 Livelink PDMS Context Server V1 Versions Renditions V2V3V4 V1 PDF V2 PDF V3 PDF V4 PDF V1 TIFF V2 TIFF V3 TIFF V4 TIFF Notes Attributes Time Stamp Folder Der Livelink PDMS Context Server verwaltet allgemeine Informationen zum Dokument, insbesondere Versionen, Renditions, kundenspezifische Attribute.

Slide 13 IXOS ECR Storage Server STORM EMC 2 Centera Document Service (mit Cache Bereich) CDDVDWORM HSM Harddisk Optische Medien Jukeboxes IP APISYMAPI EMC 2 Symmetrix Verbindung FC or SCSI SCSI NetworkAppliance NAS IP / SCSI GeschäftsanwendungGroupwareERP / CRM Große SpeichersystemeOptische MedienHDWO (Harddisk-WORM) Livelink Enterprise Archive (LEA): Sichere Aufbewahrung / Hochskalierbar Elektronische Projektbeispiel LVA Rheinprovinz: ~ 300 Millionen Dokumente

Slide 14 LEA: Archivierungsszenarien – große Mengen LEA-Archivierungs-Service Spool COLD Papier SCAN Übergabe von Dokumenten Doc.& Index EXT Dokumentenpipeline Syntaxcheck Konvertierung (TIFF, PDF,...) Übergabe von Indexinformation LL Context, SAP-R/3, Lotus Notes, externe DB, u.a. Übergabe Dokument an LEA LEA (Storage Server) LL PDMS Context Server Fremdapplikation: SAP-R/3 Lotus Notes Siebel... Beliebige andere Applikationen Ergebnis: -Dokument befindet sich in LEA, Metadaten im Context Server -Zugriff alternativ  aus LL PDMS  aus Fremdapplikation

Slide 15  Alternativer Zugriff auf Drittanwendungen -ERP, CRM, beliebige Anwendungen -Asynchroner Zugriff auf Dokumente im Context (Dokumente und zugehörige Metadaten -Zugriff unabhängig von der ursprünglichen Anwendung Livelink for PDMS SAP data Legacy System Legacy System data Integration von Fachanwendungen Data + Documents

Slide 16 SAP data LL PDMS data 4.Customer are also able to add new documents like survey report, photos, etc. 3.Internal agents are able to access customer account data/docs and add new non-SAP documents like claims notification or other customer correspondence 5. In a call center agents working with SAP CIC are able to access all SAP and non- SAP documents in a simple and easy to user DocuLink view 1.Customer accounts are maintained in SAP (accounting) 2.Periodic export of SAP account data to ECR Context PDMS Context LL PDMS data Livelink PDMS Integration mit SAP R/3 Livelink Enterprise Archive PDMS DocuLink

Slide 17 LL-PDMS Look&Feel

Slide 18 LL-PDMS Look&Feel