ECM-2464

IBM FileNet P8 Content

Platform Engine Update

Patrick Chesnot
Neil Parrott
October 27th 2016
Please note IBM’s statements regarding its plans, directions, and intent are subject to change or withdrawal without notice and
at IBM’s sole discretion.

Information regarding potential future products is intended to outline our general product direction and it should
not be relied on in making a purchasing decision.

The information mentioned regarding potential future products is not a commitment, promise, or legal obligation to
deliver any material, code or functionality. Information about potential future products may not be incorporated into
any contract.

The development, release, and timing of any future features or functionality described for our products remains at
our sole discretion.

Performance is based on measurements and projections using standard IBM benchmarks in a controlled
environment. The actual throughput or performance that any user will experience will vary depending upon many
factors, including considerations such as the amount of multiprogramming in the user’s job stream, the I/O
configuration, the storage configuration, and the workload processed. Therefore, no assurance can be given that
an individual user will achieve results similar to those stated here.

2 World of Watson 2016 10/27/2016

Agenda

FileNet Platform update

Navigator update and demo

Storage update

3 World of Watson 2016 10/27/2016

IBM Content Platform / FileNet

Industry’s Number 1 content management platform!

– Ability to store and manage all types of content
• Office docs, images, video, audio, social, mobile, …
• Entry templates
• Check-in/out with version tracking
• Cross repository search
• Compound document support
• Advanced security and auditing

– Web UI, mobile apps, and Office integration (NIMO)

– Extensible – metadata and full set of APIs
• Application development
• Content enable LOB applications

– Complete lifecycle management

4 World of Watson 2016 10/27/2016

 IBM Content Platform / FileNet – by the numbers
Ingest
2M
Documents added per day
• 5M peak per day
• Triggers generation of
links
& custom objects
• 8M stored objects
Single Version of the Truth
5 World of Watson 2016
Retrieve Scale
41K 5.78Bn
Business Users Objects stored
• 19,000 unique logons/day • 2.75Bn documents
• 80+ consumer systems • 6 repositories
• 350+ vendor & agency • 12 physical servers
systems • 47 OS partitions
Users expect immediate access – and From Department to Enterprise
get it
10/27/2016
IBM Content Platform / FileNet Architecture Overview

IBM Content Navigator

MS Share
Web Mobile
Office Point

APIs Administration Riptide Conversion

JAVA CMIS Admin Console for Content Services
.Net Web Services Platform Engine (ACCE) (separate license)

Content Platform Engine *Enterprise Search

Application
Content Engine Process Engine Services
Services (limited use) (of Watson
Explorer)
Content Search Content Federation
Services Services Limited use

Tivoli Directory WebSphere App

DB2 ESE
Server Server
(limited use)
(limited use) (limited use)
6 World of Watson 2016 10/27/2016
 IBM Content Platform / FileNet (see backup for details)

► Zero downtime for applying fix packs

► AES256 encryption
► Content Foundation on Cloud
► SoftLayer object storage - Swift OpenStack
► EMC Elastic Cloud Storage 2.0.1
► HDFS - Store content in Hadoop for analytics
► Oracle CDB/PDB support
► IBM Security Directory Server (Tivoli replacement)
► Enhanced user reporting
► Microsoft Edge 25 and EdgeHTML 13 support

© 2016 IBM
7 Corporation
 IBM Content Platform / FileNet - Candidate Future Deliverables

► IBM Cloud Storage / Cleversafe support

► Amazon S3 support
► Role-based security
► Set SnapLock retention via file sys call
► PostGreSQL / MySQL dbase support
► WAS Liberty support
► NetApp Cluster Data OnTap Device retention
► Snaplock 9.0
► Multi-tenant domain support

© 2016 IBM
*IMPORTANT NOTICE FOR FUTURE DELIEVERABLES: These projections are provided to you by IBM for
8 Corporation
informational purposes only. This is a projection and not a committed contract.
 Banco Galicia 24 hours to seconds
to approve credit applications and respond to
customer inquiries immediately for better customer
service

The opportunity: 264,000 documents per month

digitized where customer documentation is stored in
The Client had most of their customer a centralized location
information stored in paper format, and thus, it
was difficult to trawl through multiple files to find
what they needed. The process was time-
consuming and made it difficult to respond to
customer inquiries, so they wanted to find a Days to minutes
document management solution. for physical documents to be sent from branches to
centralized areas for processing
© 2016 IBM
Corporation
9
 South American Streamlined
Government Agency acquisition and internal justification process

Accelerated time to value

where they didn’t need to purchase hardware,
software or services to deploy

The opportunity:
The Client was looking for an Enterprise Class
document management solution that let them
standardize and consolidate every document Implemented disaster recovery
management requirement in a single platform. strategy
where data resides in multiple locations to
© 2016 IBM safeguard against earthquakes
Corporation
10
FileNet Internal Use Cases

IBM Area Users Boarded

IBM Corporate Archives 15 Sep 2015

Application Compliance Integrated System 1700 Dec 2015

Customer Fulfillment 125 (phase 1) Jan 2016

1000 (phase 2)
iERP Document Management 2650 Feb 2016
25 Admin
Engage Support 4400 users Feb 2016
72 Concurrent users

11 World of Watson 2016 10/27/2016

Navigator Update and Demo
 IBM Content Navigator

► New mobile experience

► File
and folder sync to mobile and desktop (inc
Mac)
► IBM Docs for editing documents
► HTML5 Daeja Virtual Viewer
► Collaboration with external users via Box

© 2016 IBM
13 Corporation
Navigator - Candidate Future Deliverables
► Dynamic role-based redaction
► Office 365/Online integration
► Box enhancements
► DocuSign integration*
► Document merge & split
► High speed file transfer with Aspera**
► NPAPI replacement solutions
► Sample plugin for UI customization
► Mobile
► SSO support
► Replicate ICN consistencies - EDS, Saved Searches, Entry
Templates
► Expanded MDM providers
*Initially on Github
** Separate purchase

*IMPORTANT NOTICE FOR FUTURE DELIEVERABLES: These projections are provided to you by IBM for
14 World of Watson 2016 10/27/2016
informational purposes only. This is a projection and not a committed contract.
14
Role-based Redaction – Coming Soon
Datacap Server
- Performs OCR
- Zonal coordinates/role-based
redactions identified using
document analytics
- Exports to IBM Content Foundation
Content
Foundation
- Single document copy is stored,
together with role-based
redactions and OCR data
At the point of document retrieval
Policies
through IBM Content Navigator
- User’s role determines which
redaction(s) should be applied
Others
- Document is automatically burned to
redact sensitive data based on user
business role
- Different users receive the same
document redacted differently based
on each user’s business role
Benefits
 Addresses SPI and PII requirements
 Manages end user experience
 Reduces storage requirements
Role-based Redaction
Single document of record Many layers of visibility

Feature Highlights:
 Users see only what they need to see
 Sensitive data fields are associated with redaction reasons
 Redactions on the fly - when the user accesses the document
 IBM Content Navigator coverage includes document retrieval access points such as
viewing/opening, printing, downloading, emailing, Box copy and/or Box share
Navigator Role-Based Redaction
Demo
Office Online Server Integration – Coming Soon

Feature Highlights

• Office browser based editors seamlessly

integrated into Content Navigator
• Direct repository access
• Create new Office documents using Office
templates
• Edit Office documents
• Collaborative/Co-authoring of Office
documents
Benefits
 Create and edit using browser-based
Microsoft Office applications
 Eliminate the need to download Microsoft
Office applications
Box Integration – Coming Soon

Feature Highlights

• End users find the content they need,

regardless of where it’s stored based
on both content and meta data
• Create and classify content in Box using
Content Navigator - external data services
• Invite and manage external collaborators to Box
folders from Content Navigator
• Leverage the native Box viewer when viewing Box
documents from Content Navigator

Benefits
 Seamless sharing with Box, the leading
cloud-based collaboration platform
DocuSign – Coming Soon

Feature Highlights

• ICN plugin
• Single and multi-select “Send for signature”
• Supports DocuSign templates
• Provides signature status on submitted document(s)
• Configurable auto check-in of signed document

Benefits
 Leverage digital signatures with documents
and processes
 Leverages PKI for highest level of acceptance
Merge and Split – Coming Soon

Feature Highlights

• Leverages Daeja ViewONE Virtual (HTML5 solution)

• Applies to TIF images and PDF based files
• Extract, mix, re-order, rotate, delete…
• Save as next version
• Add as new document(s)

Benefits
 Meet requirements that require page
manipulation capability
 Work dynamically at the page level
throughout the document cycle
Aspera Faspex – Coming Soon

Feature Highlights

• ICN plugin - ‘Send via Aspera’

• Provides an efficient and secure way to transfer files
• Transfer files of any size over any distance
• Optimal end-to-end throughput efficiency

Benefits
 Securely collaborate and exchange files of
any size, over any distance
Storage Update
FileNet Content Manager Storage Architecture – Present

24 World of Watson 2016 10/27/2016

CPE Fixed Storage Areas
THE BASICS
• For archiving to external storage sub-systems
• Architected as an extension to File Storage Areas
• For SEC type content, storage-based retention (WORM)
• CPE retention propagated to device
• Enforced (1) CPE and (2) storage device sub-system

Benefits
 Accommodate very large on-prem storage continuum
 Flexible provisioning transparent for CPE
 Retention schemes for complex use cases
 Automated management with sweeps and policies
 Support popular SEC-compliant storage devices

25 World of Watson 2016 10/27/2016

CPE Fixed Storage Areas – What’s New

NOW
Support of EMC Elastic Cloud Storage (ECS) 2.0.1
• Private cloud storage
• CPE interfaces with ECS via Centera API
• Supported retention Scheme:
• Permanent
• Set/apply/extend
• (No EBR)

COMING SOON
• CPE to set SnapLock retention via file system calls (instead of OnTAP integration)
Benefit: No need to provide OnTAP API access for setting retention

26 World of Watson 2016 10/27/2016

CPE Advanced Storage Areas
Advanced
CPE Storage
Object Store Area
THE BASICS Storage Area Table

• Designed for cloud storage; REST APIs; easily accessible OpenStack/

File System Hadoop
Replication Deletion Backout Swift

•
Storage Storage
Direct upload to final destination (no migration queues) queue sweep queue sweep queue sweep
Device
Storage
Device
Device

• Content duplication suppression

Queue Queue Queue

• Platform agnostic synch and asynchronous replication File System/Spectrum Scale OpenStack/swift Hadoop replica
replica replica

• Multi-replica support
• Improves retrieval performance and provide content HA/DR Content Platform
Engine
• Support File System, OpenStack/Swift, and now, London

Hadoop/HDFS
Synchronous Asynchronous

Benefits
 Massive cloud storage
 Storage requirements reduced by de-duplication
 Platform-independent replication File System Storage OpenStack/Swift OpenStack/Swift
London London Los Angeles
 Enhanced retrieval performance
 Provide content HA/DR via access to replicas
World of Watson 2016 10/27/2016

27
 Feed content to Hadoop for Analytics
CPE Advanced Storage Areas – Cleversafe Support
COMING SOON
• Support of IBM cloud object storage solution: Cleversafe
• Massive object storage capacity in a single name space via “Dispersed Storage” technology
• Encrypt, “slice”, error-correct encode, and distribute on multiple disks, nodes, and geo locations
• CPE communicates with Cleversafe via its OpenStack/Swift interface

Benefits
 Scale to peta– and exabytes with low admin overhead
 Configurable high availability without replication
 Encrypted slices provides higher level of security
28 World of Watson 2016 10/27/2016
Thank You
Backup
V5.2.1

FileNet
• Enhanced administration & consumability Object Object
Store Store
• Install patch or Fix Pack with zero down time A Btables
Report

• Report generation enablement Report Job

• Mixed LDAP support – IBM Virtual Member Manager

• Admin task automation - Sweep Framework
• Read-only ACCE option
Admin controlled Business user
data extraction report creation
• New Storage connectors
• OpenStack Swift-enabled devices
• EMC Atmos
• EMC Isilon
• Hitachi Content Platform
V5.2.1 - IBM Virtual Member Manager
WebSphere Server
Content Platform Engine
• Performs Java Authentication and Authorization Service by VMM Provider
WebSphere Federated Repository
• VMM repositories equivalent to WAS federated repositories VMM
VMM API

• FileNet CPE uses VMM as a virtual directory service

Adapter SPI
• Retrieves users/groups from VMM for authorization - when
WAS is the hosting application server
File LDAP Database Custom
VMM repository types: Repository Repository Repository Repository
• File repository
• LDAP repository
• Database repository
• Custom repository
Benefits
• Support for  Consumability
• Active Directory Server, Tivoli Directory Server and others  Ease of Administration
• LDAP and File repositories
V5.2.1 …continued
Data Center site Local Bunker site Remote DR site

File File File

DB Store
DB Store
DB Store
• Storage replication
• For disaster recovery & distributed Sync
Async
cloud deployments
• Optimize storage for regional users

• Deprecations
• Workplace
• Workplace XT
• FIMO*
Benefits
• SharePoint Web Parts*
 Cost effective disaster recovery
• FileNet Enterprise Manager  Speeds failover recovery times
• JBoss  Supports mixed storage types
• HPUX  Active-active storage
* Provided by IBM Content Navigator
V5.2.1.2

Continuous Delivery Model

• Oracle Unified Directory (OUD) via VMM and ODSEE providers
• Support for OpenLDAP via VMM Providers
• IBM Techdoc 7041331

• Zero downtime upgrades from CPE 5.2.1.0 to 5.2.1.2

• FileNet Deployment Manager support for Content Navigator

asset migration
• Entry Templates Benefits
• Stored Searches  Consumability
 Ease of Administration
• Teamspace instances

* Provided by IBM Content Navigator

V5.2.1.3 and V5.2.1.4

FP 5.2.1.3 - Dec 4th 2015

• 256-bit content encryption
• Fixed Content Device
• EMC Elastic Cloud Storage (ECS) 2.0.1

• Advanced Storage Device

• Hadoop File System support
• Spectrum Scale on GPFS v4.1.1.1 as a OpenStack

FP 5.2.1.4 - Mar 25th 2016 Benefits

• Oracle Container Database /Pluggable Database support  Security
 Cloud storage & dBase options
• Security Directory Server (TDS replacement)
 Enable Analytics
V5.2.1.5

FP 5.2.1.5 - Jul 14th 2016

• Microsoft Edge 25 and EdgeHTML 13 support

• Security Updates
• Oracle Outside In Technology (OIT) April 2016 Critical
Patch Update. See techdoc 1982102
• Flexera InstallAnywhere Patch. See techdoc 1980209

• April 2016 Java Quarterly Patch Update for the Legacy

Component Manager
Benefits
• 1.6 SR16 FP26 (AIX, Windows, Linux, zLinux)
 Windows 10 support
• 1.6 SR16 FP25 (HPUX, HPUXI, Solaris)
 One web platform,
multiple devices
UVU and Infrequent user reporting

 Collect and report on UVU and Infrequent user counts

 Requirements
• Dashboard (aka FileNet System Manager) Version 5.0.0.2 (dated Jan 29, 2016)
– ILMT Collector
– ILMT Reporter
• Must enable user usage history data collection features

• Available with CPE 5.2.0.2 or higher

 Dashboard installation (5.0.0.2):
• Fixpack 5.0.0.2-P8SD-FP002 Benefits
 Facilitates Chargebacks
 ILMT Collector and Reporter tools - setup documentation:  Helps ensure license compliance
• IBM License Metric Tool collector and reporter overview  Assists with capacity planning
FileNet Rendition Engine - withdrawal

Originally introduced for FileNet Content Services / Panagon

– Content Services withdrawn Dec 2012

Newer solution available

– Crawford Conversion Services
– Leverages FileNet Content Manager pluggable architecture/framework
– Available from IBM

Withdrawal timeline

What When
Announcement 09/13/2016
Withdraw from Market – License, Reinstate parts 12/13/2016
Withdraw from Market – Support parts 02/10/2017
Withdraw from Market – Media parts 04/20/2018

38
Withdraw from Support – End of Service 04/30/2018
Riptide Conversion Services
(separately licensed offering)

Use Case
• Collect and package content from IBM ECM solutions
• Multi-channel output – standard print and online
delivery
– MS Office, Print and Imaging file types
– Print, Fax & online delivery formats

Implementation
• Pull content from different ECM repositories
• Track output delivery by user and job
–Multiple formats and destinations Benefits
–Batch or real time
 Render and combine popular
• Leverages FileNet plug & play architecture document formats into PDF for
• Migration services available archiving and ePresentment
Office Online Server integration - soon

Feature information

• Microsoft announced the release of Office Online Server (OOS) May 4, 2016
• Same functionality that Microsoft offers with Office Online - but in your own datacenter
• Same experiences you would get if you used Microsoft’s cloud service
• Microsoft claims OOS scales well - 100 employees or 100,000’s
• Document creation, edit and save functionality in OOS requires an on-premises Office
suite license with Software Assurance or an Office 365 ProPlus subscription

Benefits
 Host your Word, Excel & PowerPoint
apps On-prem or Cloud