What do records and information managers need to know about open source ECM?
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Transcript of What do records and information managers need to know about open source ECM?
Cheryl McKinnon
@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
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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?
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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...
What is Open Source?
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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 is Open Source?
Tuesday, January 18, 2011
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
Tuesday, January 18, 2011
#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
Tuesday, January 18, 2011
#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
Tuesday, January 18, 2011
#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”
Tuesday, January 18, 2011
#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
Tuesday, January 18, 2011
#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
Tuesday, January 18, 2011
#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
Tuesday, January 18, 2011
#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
Tuesday, January 18, 2011
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
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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
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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
Tuesday, January 18, 2011