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EntSol Whitepapers Core ECM Features Documentum SharePoint 11 2011
EntSol Whitepapers Core ECM Features Documentum SharePoint 11 2011
Table of Contents
1. Introduction
2. Evaluation Criteria
3. Comparison Matrix
4. Conclusion
39
5. List of Abbreviations
40
Introduction
The ECM landscape in most organisations is complex, heterogeneous and fragmented. Lack of a unified view
and platform for accessing and managing content leading to overall loss in productivity in information
management and overheads on maintaining the ECM footprint both from an operational and capital
expenditure perspective are few of the challenges associated with it. CIOs and Enterprise Architects are
constantly faced with the need to critically evaluate options towards reducing this diverse footprint to the
optimal extent that can result in reduction of TCO and increase in ROI.
Narrowing this problem statement down to a specific area, organisations with heavy footprint of
Documentum are increasingly challenged with the lack of a unified platform for all-round ECM, in addition
to multiple, complex licensing options and associated costs, less than optimal user experience,
customizability challenges, reduced developer productivity, lack of seamless interoperability and usability
with Desktop productivity applications and weak offerings / roadmap for cloud-based ECM computing
opportunities. Besides, many advanced features of Document and Records Management of Documentum
are seldom used or complex to understand.
It must also be acknowledged that SharePoint has assumed tremendous adoption in general, across most
enterprises today as a platform for collaboration and intranet portals. Those that have not yet adopted
SharePoint are seriously evaluating or planning to implement in the near future. Those that have already
invested in earlier versions of SharePoint are looking to eventually upgrade to SharePoint 2010. These trends
extend as much to organisations that have long standing implementations of Documentum.
ROI calculations to determine the most optimal roadmap from a technology footprint perspective must
critically and objectively evaluate the merits/demerits of maintaining both Documentum and SharePoint (as
standalone or complementary platforms) versus converging to a single platform.
SharePoint 2010, with its significant functional and scalability enhancements over MOSS 2007 in providing
full-fledged ECM (Document and Records Management features) along with providing a capabilities-rich,
unified ECM platform, its relatively simple licensing structure, strong interoperability with Office
productivity suites and a definitive roadmap for cloud based computing, make it, all in all, a fairly strong
contender for the ECM platform convergence road ahead.
However, to make an objective assessment of what ECM roadmap to adopt, a detailed comparison of the
two products namely Documentum and SharePoint is needed.
The purpose of this white paper is therefore, to provide an objective comparison between the core ECM
(Document and Records Management features) of Documentum and SharePoint 2010 that would provide
guidance to ECM architects in establishing an evaluation scorecard to decide which of the two platforms
would better suit or suffice an enterprises specific ECM requirements or in some cases, should co-exist to
provide complementary services.
The emphasis is on the term specific since not all features that either product offers (or lacks in) may be
applicable or critical to an organisations needs. While the article does not claim to be an authoritative
compendium on every granular aspect of Documents and Records Management features offered by either
product, it makes for a reasonable guidance primer.
Documentum version 5.3/6.5 has been predominantly referred to for the comparison.
The white paper first provides a listing of criteria that have been used for the comparison, followed by a
detailed tabular matrix that compares both the products on specific Document and Records functionality
and features under each criterion (head). The paper concludes with guidance on how to best utilize the
comparison matrix to arrive at an evaluation scorecard.
Evaluation Criteria
The comparison of features between SharePoint 2010 and Documentum is based on the following high level
criteria (heads):
n
Versioning
Document Renditions
Security
Navigation
Taxonomy
Content Deletion
Auditing
Document Workflows
Storage
Programmability
Search
Comparison Matrix
Feature
Functionality
Core
Document
Management
Ability to
create, store
and publish
documents
along with
metadata
Ability to edit
metadata
properties of
documents
Ability to
identify
documents
uniquely
using an ID
regardless of
location
Documentum
SharePoint 2010
Yes
Yes
Yes
Yes
Yes
Yes
Configurability
of Document
IDs
No
Yes
Feature
Functionality
Documentum
SharePoint 2010
Email a link
(URL) as
Document ID
Yes
Yes
Support for
Custom
Document
Types
Yes
Yes
Support for
Inheritance
of Document
Types
Yes
Yes
Feature
Functionality
Documentum
SharePoint 2010
Support for
Custom
Document
metadata
Yes
Yes
Support for
various types
of Metadata
Yes
Yes
Single Line of
Text
Yes
Yes
Multi Line
Text
Yes
Yes
Mandatory or Optional
Allows for unlimited length in Document
Libraries
Can specify number of lines for editing
Allows specifying Type of text plain, rich,
enhanced
Allows option of appending of changes to
existing text.
Rich Text
Yes
Yes
Date Time
Yes
Yes
Boolean
Yes
Yes
Feature
Functionality
Documentum
SharePoint 2010
Choice
Yes
Yes
Lookup
Yes
Yes
Lookup from
a Central
Taxonomy
Yes
Yes
Number
(Integer,
Double)
Yes
Yes
Multi-Value
Yes
Yes
Support for
Folders and
Sub Folders
Yes
Yes
Feature
Functionality
Documentum
Choice
Yes
Yes
Support for
Custom
Folders (with
custom
metadata)
Yes
Yes
128 chars
256 chars
128 chars
Support for
inclusion of
special
characters in
naming of
objects.
Yes
Limited
Maximum File
Size that can
be stored
> 2GB
2 GB
Support for
multiple views
of content
including
personalized
views
Yes
Yes
Maximum
Folder Name
Length
Maximum
URL Length of
any
Document
(including
folders)
File Name
Length
10
Feature
Functionality
Documentum
Client
Integration
capabilities
with MS
Office
Documents
Integration
with MS
Outlook
Duplicate
Documents in
same Folder
Yes
No
Edit With
Limited
Yes
Save As
Limited
Yes
Same as Above
Populate
metadata
Limited
Yes
Same as Above
Check In/Out
Limited
Yes
Same as Above
Create
Versions
Limited
Yes
Same as Above
Windows
Explorer View
of Content
Limited
Yes
Same as Above
Bulk Copy,
Paste, Move
Limited
Yes
Same as Above
Limited
Yes
SharePoint 2010 supports rich synchronisation (bidirectional) with MS Outlook clients. Documentum
WebTop 6.5 offers exposure to similar capabilities
however, through the separate purchase of client
Application Connector Licenses.
Limited
Yes
Synchronisation of
Calendars,
Tasks,
Contacts,
Documents
Support for
incoming mail
SharePoint 2010 supports rich synchronisation (bidirectional) with MS Outlook clients. Documentum
WebTop 6.5 offers exposure to similar capabilities
however, through the separate purchase of client
Application Connector Licenses.
11
Feature
Alerts
Versioning
Functionality
Documentum
Creating
Alerts
Yes
Yes
Subscribing
to Content
changes
Yes
Yes
Same as above.
Check
In/Out
Yes
Yes
Major
Versions
Yes
Yes
Minor
Versions
(Revisions)
Yes
Yes
Configurabil
ity to create
versions
major only,
major and
minor, none.
Yes
Yes
Delete
minor
versions
while
retaining
the major
(approved)
version
Yes
Yes
Publish /
Unpublish
Versions
Yes
Yes
Yes
Yes
Overwrite a
Version
12
Feature
Support for
Links,
Virtual
(Compound)
Documents
Functionality
Documentum
Version
History
Yes
Yes
Version
Labels/Com
ments
Yes
Yes
Branching
Yes
No
Restricting
number of
versions
Yes
Yes
Support for
storing most
File Types.
Yes
Yes
Yes
Limited No
Documentum has a sophisticated and wellevolved framework for creating compound (or
logical sets) of documents called as Virtual
Documents that can be hierarchical in nature as
well. SharePoint 2010 introduces the notion of a
Document Set which is more a physical (rather
than logical) collection of documents that share
common characteristics/behaviour such as
metadata, workflow, versioning, download as a
zip capability, unique Document ID, permissions
and support for content types. The closest
equivalent otherwise, of a Virtual Document in
SharePoint 2010 may be construed as a hierarchy
of folders that in turn contain links to documents
however, sans the ability to collectively version,
download, apply workflows and so on.
13
Feature
Functionality
Link folders
to folders
and in
many-tomany mode
Preserve
referential
integrity in
links on
documents,
cascade
deletes and
so on.
Documentum
Yes
Yes
No
Support for
linking to
specific
document
versions
irrespective
of which
version is
"current" or
"published".
Support for
maintaining
links as
copies of
documents
with ability
to reflect
any updates
to originals
on the
copies.
Support for
seamlessly
viewing
linked
folders and
documents
as folders &
documents
Yes
No
Yes
Yes
Yes
No
14
Feature
Functionality
Support for
creating
shortcuts or
links to
folders or
documents
Documentum
Yes
Support for
logically
grouping
shortcuts
(links) in a
folder
Support for
grouping
documents
to
collectively
apply
metadata,
workflows,
downloads
and versions
Support for
linking
documents
in a masterchild
hierarchy
Support for
multiple
linked
nested
documents
Yes
Yes
Yes
Yes
Yes
No
Yes
No
15
Feature
Common
Document
Operations
Functionality
Upload
documents
individually
or in bulk
Upload
documents
through
drag-drop
Download
(Export)
documents
in bulk
Documentum
Yes
Yes
Yes
Yes
Yes
Limited
Copy
documents
to other
locations
Yes
Limited
Move
documents
to other
locations
Yes
Limited
16
Feature
Functionality
Move
documents
to other
locations
leaving a
link behind
Yes
Associate a
default
document
template
Yes
Yes
Edit
Document
Metadata in
bulk
No
Limited
Delete
documents
individually
and in bulk
Yes
Yes
Checkout
documents
in Bulk
Yes
Yes
Yes
No
Yes
Yes
Edit
documents
in Bulk
Document
Renditions
Documentum
Ability to
convert
documents
between
common
formats (for
example
Word to PDF
or Word to
HTML)
Limited
17
Feature
Functionality
Documentum
Microsoft Word
Microsoft PowerPoint
Microsoft Excel
Lotus WordPro
WordPerfect
PostScript
Ability to
render
documents in
different
formats
Manage links
between the
rendition(s)
and the
original
Yes
Yes
Yes
Yes
See Above
Feature
Functionality
Documentum
Security
Support for
integrated
Windows
authentication
Support for
authentication
against LDAP
sources
Support for
authentication
against custom
sources like
SQL databases
Support for
Web SSO
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
19
Feature
Functionality
Documentum
Support for
Claims based
authentication
No
Yes
Control content
access at User
and Group
level
Yes
Yes
Support for
Permission
assignment to
AD Groups
No
Yes
Customisability
of Permission
Levels
Yes
Yes
Yes
Yes
Yes
Yes
Yes
No
Permission to
Browse
Document
Metadata
Permission to
Browse
Content
Permission to
Browse
Metadata but
not Content
20
Feature
Functionality
Permission to
Relate
Documents/
Objects
Permission to
Version
Documents/Ob
jects but not
Edit
Permission to
Edit
Documents/
Objects
Documentum
Yes
NA
Yes
No
Yes
Yes
Permission to
Delete
Documents/
Objects
Yes
Yes
Permission to
Create Security
Groups
Yes
Yes
Permission to
Create
Metadata
(fields,
document
types)
Yes
Yes
Permission to
Create
Taxonomy
Container
Structures
Yes
Yes
21
Feature
Functionality
Documentum
Permission to
assign
permissions to
groups/users
Yes
Yes
Permission to
Audit content.
Yes
Yes
Yes
No
Yes
Yes
Yes
Yes
Granular
permissions to
Users/Groups
to configure,
view and
purge audit
logs
Multiple levels
of permissions
such as at
folders and
documents
Permission
inheritance
across
container
hierarchy
including the
ability to
override at any
level.
Metadata level
security on
documents.
No
Ability to nest
security
groups
Yes
No
No
Feature
Functionality
Permissions at
"Everyone"
level.
Documentum
Yes
Yes
Yes
Yes
23
Feature
Functionality
Documentum
Metadata
driven
navigation
Tagging
and
Rating
Limited
No
Yes
Yes
Feature
Functionality
Documentum
Ability to add
comments/no
tes to
documents
and share
notes.
Yes
Yes
Taxonomy
Ability to rate
documents
(by content
consumers)
No
Yes
Ability to
annotate
document
content
Yes
No
Ability to
manage and
organize
content in a
hierarchical
system of
folders and
sub-folders.
Yes
Yes
Limited
Yes
Ability to
have a
centralized /
shared
taxonomy
across
content
repositories.
25
Feature
Functionality
Documentum
Ability to
import
taxonomies
(csv files for
example)
No
Yes
Inheritance of
content
structures
(document
types, folder
types and so
on)
Yes
Yes
Intuitive
navigation of
taxonomy
trees to guide
attributing of
documents.
No
Yes
Metadata
value lookups
Yes
Yes
Yes
Yes
No
No
Enforce
metadata
values
Defaults for
metadata
Bulk
attributing of
documents
26
Feature
Content
Deletion
Functionality
Limited
Yes
Limited
Yes
Limited
Yes
Limited
Yes
Ability to audit
viewing /
downloading
of documents
Yes
Yes
Ability to audit
changes to
documents
Yes
Yes
Ability to audit
deletes of
documents
Yes
Yes
Ability to audit
document
versioning
Yes
Yes
Ability to soft
delete
documents Recycle Bin
Ability to hard
delete
documents
Ability to
restore soft
deleted
documents
(from Recycle
Bin)
Ability to
configure
retention
period in
Recycle Bin
Auditing
Documentum
27
Feature
Functionality
Yes
Yes
Yes
Yes
Yes
Yes
Declare
documents as
records
Yes
Yes
Declare
unstructured
collaborative
content as
Records
Yes
Yes
Declare
emails as
Records
Yes
Yes
Ability to
audit
creation/upda
te/deletes of
document
types
Ability to
audit changes
to document
permissions
Core
Records
Manage
ment
Documentum
Create,
maintain and
report on
Hierarchical
File Plans
Put Holds on
Records
Yes
Yes
Feature
Functionality
Documentum
Yes
Yes
Carry out
eDiscovery and
move records to
Hold
Route and
Organize
documents into
Record File
Plans based on
meta data
Ability to
preserve
complete audit
data of a
document
Apply
retention/dispo
sition policies to
Documents and
Records
Yes
Yes
Yes
Yes
Yes
Yes
29
Feature
Functionality
Documentum
Ability to have
multiple
retention
stages on
Documents
and Records
Yes
Yes
Ability to
define
Retention
Policy
templates and
apply to
Yes
Yes
30
Feature
Functionality
Documentum
Document
Types and
Folders
Yes
Ability to
define In-place
Records and
Holds
Yes
Yes
Central and
Distributed
Records
Management
Yes
Yes
Yes
Yes
Physical
Records
Management
Yes
Limited
Ability to
protect
documents
from being
locally copied,
printed,
mailed, edited,
and so on.
Yes
Yes
Management
of compound
records
Informatio
n Rights
Managem
ent
Ability to apply
retention
policies to
Folders in a File
Plan
Yes
31
Feature
Functionality
In-built
Support for
Digital
Signatures
Managing
Document
Life Cycles
Documentum
Yes
Yes
Limited
Limited
Yes
Yes
Yes
Yes
Yes
Yes
32
Feature
Functionality
Ability to
trigger a
document
workflow
manually or
automatically
(for example
upon upload or
edit).
Support for
configuring
multi-step
workflows
without need
for coding
Support for
recording and
displaying
Workflow
History
Support for
assigning,
viewing tasks
and alerting
users on tasks
Support for
common
workflow
actions such as
sending e-mail
notifications,
copying,
moving
documents,
conditional
branching and
looping of
actions, and so
on.
Support for
automatic
escalation and
Documentum
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
No
33
Feature
Functionality
Documentum
delegation
(without
coding)
Support for
visually
composing
state machine
workflows
(without
developer
intervention)
Yes
No
Yes
No
Automatically
trigger
workflows from
office clients
without
configurations
No
Yes
Support for
Work Queues
and task
prioritisations
Yes
No
OOB
configurability
support for
Exceptional
conditions
arising out of
workflows,
including
Suspend and
Resume
capability.
34
Feature
Storage
Programm
-ability
Functionality
Documentum
Yes
Yes
Support for
storage of
millions to tens
of millions of
documents,
Terabytes of
data
Yes
Yes
Backup and
Restore
Yes
Yes
Support for a
full-fledged
platform
object model /
API that can be
leveraged for
document
management
features.
Yes
Yes
Feature
Functionality
Support for
native platform
web services
that can be
leveraged by
client
applications to
implement
document
management
features.
Support for
WebDAV
protocol for
document
management
operations
Search
Documentum
Yes
Yes
Yes
Yes
NA
Yes
Yes
Yes
Limited
Limited
Support for
search on
metadata
(taxonomy)
Yes
Yes
36
Feature
Functionality
Documentum
Ability to
perform
Boolean
searches
Yes
Yes
Support for
wild card
search
Limited
Limited
Ability to
search on
document
types
Yes
Yes
Ability to sort
on Search
results
Yes
Yes
Modulating
size of search
results
Yes
Yes
Ability to page
search results
Yes
Yes
Limited
Yes
Ability to save
search results
Yes
Limited
Ability to
refine search
results based
on facets
No
Yes
Ability to
search based
on social
parameters tags and
ratings
No
Yes
Ability to
customize look
and feel of
search results
without code
37
Feature
Functionality
Documentum
Ability to
subscribe to
search results
Limited
Yes
Ability to
deliver search
results as RSS
feeds
No
Yes
Support for
Yes
search on
various content
repositories
natively, third
party
connectors or
federation.
Support for
exposing
search services
through web
services to
consumers
Yes
Yes
Yes
Ability to
Yes
directly check
out a
document from
search results
No
38
Conclusion
The comparison provided by the white paper, between Documentum and SharePoint 2010 could be helpful
in providing guidance to enterprises, in the following scenarios:
n
Greenfield implementation of Document and Records Management where neither of the products have
been implemented and there is an opportunity to implement one of them.
Either one of the products is already implemented in the organization and there is a need to decide
whether migrating to the other product is a cost-effective option from the perspective of rationalization
and reduction in ECM platform footprint.
Evaluate whether both products will uniquely and best address specific problem spaces for an enterprise
and therefore justifies implementing both platforms in an environment of co-existence.
The best way to take advantage of the feature comparison matrix provided in deciding to choose either
product (or in some cases both products) is to assign a priority or weight to each of the features in terms of
applicability and criticality as compared to a specific enterprises needs and then come up with a raw score
for each product. If some features may not be relevant or critical at all, exclude such features from the
evaluation.
This should be followed by establishing a cut-off or threshold that either product must at a minimum
score to even qualify for consideration. If one of the products clearly does not meet these minimal
qualifications, it is most likely discarded from consideration. For critical or nice-to-have features that are not
met by one or the other product, evaluate the options for implementing a third-party add-on or custom
development of such features and incorporate into the evaluation score card. Finally factor in infrastructure,
license, maintenance and support costs to arrive at a final ROI evaluation.
39
List of Abbreviations
Abbreviation/ Acronym
Expansion
ACL
AD
Active Directory
API
CIO
CMIS
DFS
ECM
FPRPC
JSOM
LDAP
NAS
OOB
Out of Box
RBS
REST
ROI
Return on Investment
SDK
SOA
SSO
Single Sign-on
TCO
WSRP
WYSIWYG
40
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