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IBM FileNet P8 Platform and Architecture

Book Description

IBM® FileNet® Platform is a next-generation, unified enterprise foundation for the integrated IBM FileNet P8 products. It combines the enterprise content management with comprehensive business process management and compliance capabilities. IBM FileNet P8 addresses the most demanding compliance, content, and process management needs for your entire organization. It is a key element in creating an agile, adaptable enterprise content management (ECM) environment necessary to support a dynamic organization that must respond quickly to change.

In this IBM Redbooks® publication, we provide an overview of IBM FileNet P8 and describe the core component architecture. We also introduce major expansion products that extend IBM FileNet P8 functionality in the areas of content ingestion, content accessing through connectors and federation, the application framework, and discovery and compliance. In this book, we discuss the anatomy of an ECM infrastructure, content event processing, content life cycle, and business processes.

This book gives IT architects, IT specialists, and IT Technical Sales a solid understanding of IBM FileNet P8 Platform, its architecture, its functions and extensibility, and its unlimited capabilities.

Table of Contents

  1. Front cover
  2. Notices
    1. Trademarks
  3. Preface
    1. The team who wrote this book
    2. Now you can become a published author, too!
    3. Comments welcome
    4. Stay connected to IBM Redbooks
  4. Summary of changes
    1. April 2011, Second Edition
  5. Chapter 1. IBM FileNet P8 Platform overview
    1. 1.1 Information explosion
      1. 1.1.1 Content management goals
      2. 1.1.2 Enterprise content management solution requirements
    2. 1.2 IBM FileNet P8 Platform overview
      1. 1.2.1 FileNet P8 Platform ECM solutions
      2. 1.2.2 FileNet Enterprise Reference Architecture
      3. 1.2.3 IBM FileNet Platform core components
      4. 1.2.4 Application interfaces
      5. 1.2.5 Expansion products
    3. 1.3 Advanced topics
    4. 1.4 What is new in 5.0
    5. 1.5 Summary
  6. Chapter 2. Core component architecture
    1. 2.1 Core components overview
    2. 2.2 Content Engine
      1. 2.2.1 Data model
      2. 2.2.2 Security
      3. 2.2.3 Event framework
      4. 2.2.4 Life-cycles
      5. 2.2.5 Content storage
      6. 2.2.6 Full-text indexing
      7. 2.2.7 Publishing
      8. 2.2.8 Classification
      9. 2.2.9 Protocols
      10. 2.2.10 APIs
      11. 2.2.11 CMIS
    3. 2.3 Process Engine
      1. 2.3.1 Architecture
      2. 2.3.2 Data model
      3. 2.3.3 Access control
      4. 2.3.4 Process orchestration
      5. 2.3.5 Component Integrator
      6. 2.3.6 Analysis and optimization
      7. 2.3.7 Rules framework
      8. 2.3.8 Protocols
      9. 2.3.9 APIs
    4. 2.4 Workplace and Workplace XT
      1. 2.4.1 Component Manager
      2. 2.4.2 User preferences
    5. 2.5 Configuration tools
      1. 2.5.1 Content Engine
      2. 2.5.2 Process Engine
      3. 2.5.3 P8 Platform tools
    6. 2.6 Case Manager
      1. 2.6.1 Data model
      2. 2.6.2 User interface
      3. 2.6.3 API
      4. 2.6.4 Case templating
      5. 2.6.5 WebSphere Process Server integration
  7. Chapter 3. Application interfaces
    1. 3.1 Workplace XT
      1. 3.1.1 Tools
      2. 3.1.2 Creating content
      3. 3.1.3 Viewing images
      4. 3.1.4 Architecture
      5. 3.1.5 Customization
      6. 3.1.6 Workplace XT summary
    2. 3.2 Workplace
      1. 3.2.1 Architecture
      2. 3.2.2 Customization
      3. 3.2.3 Workplace summary
    3. 3.3 Electronic forms
      1. 3.3.1 Architecture
      2. 3.3.2 Integration
      3. 3.3.3 Dependencies
      4. 3.3.4 eForms summary
    4. 3.4 Business Process Framework
      1. 3.4.1 Architecture
      2. 3.4.2 Integration and connection points
      3. 3.4.3 BPF summary
    5. 3.5 ECM Widgets
      1. 3.5.1 Architecture
      2. 3.5.2 Integration and connection points
      3. 3.5.3 Dependencies
      4. 3.5.4 ECM Widgets summary
    6. 3.6 Summary
  8. Chapter 4. Expansion products for content ingestion
    1. 4.1 Expansion product overview
    2. 4.2 Content ingestion products overview
    3. 4.3 IBM Content Collector
      1. 4.3.1 Overview: Email, File Systems, and SharePoint
      2. 4.3.2 Content Collector for SAP applications
      3. 4.3.3 Content Collector summary
    4. 4.4 IBM Datacap
      1. 4.4.1 Introduction to Datacap
      2. 4.4.2 IBM Datacap Capture process overview
      3. 4.4.3 Architecture
      4. 4.4.4 Components of the Datacap Taskmaster Capture solution
      5. 4.4.5 Products and applications
      6. 4.4.6 IBM Datacap Taskmaster Capture
      7. 4.4.7 Dependencies
      8. 4.4.8 Connection and integration points
      9. 4.4.9 Datacap summary
    5. 4.5 IBM FileNet Capture
      1. 4.5.1 FileNet Capture process overview
      2. 4.5.2 Capture systems architecture
      3. 4.5.3 IBM FileNet Capture products overview
      4. 4.5.4 IBM FileNet Capture Professional functions
      5. 4.5.5 IBM FileNet Capture Professional components
      6. 4.5.6 Integration points
      7. 4.5.7 IBM FileNet Capture summary
    6. 4.6 Summary
  9. Chapter 5. Expansion products for connection and federation
    1. 5.1 Connection and federation products overview
    2. 5.2 IBM FileNet Services for Lotus Quickr
      1. 5.2.1 Architecture
      2. 5.2.2 User interfaces
      3. 5.2.3 Integration and connection points
      4. 5.2.4 IBM FileNet Services for Lotus Quickr summary
    3. 5.3 Content Management Interoperability Services
      1. 5.3.1 Architecture
      2. 5.3.2 Integration and connection points
      3. 5.3.3 CMIS summary
    4. 5.4 Content Federation Services
      1. 5.4.1 Architecture
      2. 5.4.2 Operations
      3. 5.4.3 Content Federation Services summary
    5. 5.5 Summary
  10. Chapter 6. Expansion products for Information Lifecycle Governance
    1. 6.1 Information Lifecycle Governance overview
      1. 6.1.1 Compliance
    2. 6.2 IBM Enterprise Records
      1. 6.2.1 Architecture
      2. 6.2.2 Federated Records Management
      3. 6.2.3 Application Programming Interface
      4. 6.2.4 Bulk records operations
      5. 6.2.5 Dependencies
      6. 6.2.6 Enterprise Records summary
    3. 6.3 IBM Classification Module
      1. 6.3.1 Integration and connection points
      2. 6.3.2 Architecture
      3. 6.3.3 Components
      4. 6.3.4 Classification tools
      5. 6.3.5 Classification Module summary
    4. 6.4 IBM Content Analytics
      1. 6.4.1 Architecture
      2. 6.4.2 Integration and connection points
      3. 6.4.3 Dependencies
      4. 6.4.4 Summary
    5. 6.5 eDiscovery Manager and eDiscovery Analyzer
      1. 6.5.1 eDiscovery Manager
      2. 6.5.2 Architecture
      3. 6.5.3 Dependencies
      4. 6.5.4 Integration and connection points
      5. 6.5.5 eDiscovery Analyzer
      6. 6.5.6 Dependencies
      7. 6.5.7 Integration and connection points
      8. 6.5.8 eDiscovery Manager and eDiscovery Analyzer summary
    6. 6.6 Summary
  11. Chapter 7. Building an ECM solution
    1. 7.1 Enterprise content management
    2. 7.2 Working with content
      1. 7.2.1 Data model
      2. 7.2.2 Document life cycle
      3. 7.2.3 Security
      4. 7.2.4 Storage
      5. 7.2.5 Classification
    3. 7.3 Business processes
      1. 7.3.1 Workflow definitions
      2. 7.3.2 Task-based processes
      3. 7.3.3 Analysis and optimization
    4. 7.4 Advanced case management
    5. 7.5 User interface
      1. 7.5.1 Out-of-the-box
    6. 7.6 Data sources
      1. 7.6.1 Ingestion
      2. 7.6.2 Federation
    7. 7.7 Content processing and classification
      1. 7.7.1 Classification
      2. 7.7.2 Events
      3. 7.7.3 Renditioning
    8. 7.8 Compliance and governance
      1. 7.8.1 Records management
      2. 7.8.2 Discovery
    9. 7.9 Monitoring
  12. Chapter 8. Security
    1. 8.1 Authentication and authorization
      1. 8.1.1 Terminology
      2. 8.1.2 Authentication in IBM FileNet P8
      3. 8.1.3 Separated authorization
      4. 8.1.4 Single Sign-On
    2. 8.2 Securing core P8 components and resources
      1. 8.2.1 Content Engine
      2. 8.2.2 Process Engine
      3. 8.2.3 IBM FileNet P8 user interface access roles
      4. 8.2.4 Security aspects for installation and maintenance
    3. 8.3 Access to information
      1. 8.3.1 Security of Content Engine objects
      2. 8.3.2 Default instance security
      3. 8.3.3 Security precedence and inheritance
      4. 8.3.4 Calculating authorization
      5. 8.3.5 Authorization calculation example
    4. 8.4 Setting security across the enterprise
      1. 8.4.1 Marking sets
      2. 8.4.2 Security policies
      3. 8.4.3 Document lifecycle policies
      4. 8.4.4 Dynamic security inheritance
      5. 8.4.5 Security-partitioned systems
    5. 8.5 Gradual security requirement changes
      1. 8.5.1 How document and process life cycle affects security
      2. 8.5.2 Managing security updates
      3. 8.5.3 Updates using business processes
      4. 8.5.4 Institutional reorganizations
    6. 8.6 Content-level security
      1. 8.6.1 Local copies on user machines and client cache files
    7. 8.7 Network security
      1. 8.7.1 Demilitarized Zones
      2. 8.7.2 Encryption on the wire
      3. 8.7.3 Web services security
    8. 8.8 Auditing
      1. 8.8.1 Logging in the Content Engine
      2. 8.8.2 Logging in the Process Engine
    9. 8.9 A practical example
    10. 8.10 Summary
  13. Chapter 9. Infrastructure and scalability
    1. 9.1 Overview
    2. 9.2 Supporting technologies
    3. 9.3 Horizontal versus vertical scalability
      1. 9.3.1 Horizontal scaling: Scale out
      2. 9.3.2 Vertical scaling: Scale up
      3. 9.3.3 Server virtualization
      4. 9.3.4 Load balancing
    4. 9.4 Scaling the IBM FileNet P8 core engines
      1. 9.4.1 Workplace/Workplace XT
      2. 9.4.2 Content Engine
      3. 9.4.3 Full-text indexing
      4. 9.4.4 Process Engine
      5. 9.4.5 Summary
      6. 9.4.6 Scaling add-on products
      7. 9.4.7 IBM FileNet Image Services
    5. 9.5 Tuning the IBM FileNet P8 Platform for performance
      1. 9.5.1 J2EE Application Server
      2. 9.5.2 Database
      3. 9.5.3 Application design
    6. 9.6 Distributing an IBM FileNet P8 system
      1. 9.6.1 Geographically dispersed users
      2. 9.6.2 Disaster recovery
    7. 9.7 IBM FileNet P8 in a DMZ environment
    8. 9.8 Sample deployment
  14. Chapter 10. Architecting an IBM FileNet P8 solution
    1. 10.1 Basic approach
      1. 10.1.1 Module selection
      2. 10.1.2 Leading architectural requirements
      3. 10.1.3 Availability requirements
      4. 10.1.4 Performance requirements
      5. 10.1.5 Number of environments
      6. 10.1.6 Total cost of ownership
    2. 10.2 Solution overview
    3. 10.3 Solution template: Customer services support
      1. 10.3.1 Scenario
      2. 10.3.2 Business problems and their solutions
      3. 10.3.3 Customer architectural constraints
      4. 10.3.4 Solution architecture
      5. 10.3.5 Solution processes
      6. 10.3.6 Future enhancements
    4. 10.4 Solution template: Enterprise-wide document management
      1. 10.4.1 Scenario
      2. 10.4.2 Business problems and their solutions
      3. 10.4.3 Customer architectural constraints
      4. 10.4.4 Solution architecture
  15. Appendix A. User accounts
    1. Security requirements of user accounts
  16. Related publications
    1. IBM Redbooks
    2. Online resources
    3. Help from IBM
  17. Back cover