Category: Content Management

Enterprise Content Management (ECM), Web Content Management (WCM), Document Management (DM). Whatever you call it this category covers market happenings and lessons learned.

Downgrading from Documentum 5.3

I recently found myself billing at two different clients, each of whom use different versions of Documentum. I used VMWare to create a development environment for one client and used my laptop as the dev environment for the other.

When I created the VMWare image, rather than starting with a fresh, clean Windows image, I started with my “Documentum 5.3 Clients” image. I uninstalled everything, cleaned out the registry, deleted all directories, and re-booted.

All of the 5.2.5 software installed cleanly except for Documentum Application Builder. It was still seeing traces of the 5.3 components. I double-checked the registry and the file system and re-booted again but it still had the problem. Puzzling.

Luckily, support clued me in to the “vpd.properties” file. This file lives in the Windows or winnt directory and keeps track of the installed Documentum components. After uninstalling 5.3, you have to delete the lines that start with:

e2d8fde61467a0c5ba79004516db8af4|5|3|113

Yours may vary depending on the specific build you are running. In this case, I was running 5.3 build 113.

Excellent BPM/workflow article

Just about every solution I’ve implemented over the last twelve years has been workflow-centric. Lately, many of our clients have been trying to slog through the–often political–business of understanding what “workflow” really means. Usually it is in the context of trying to determine when to use a standalone workflow engine versus the workflow functionality built-in to a document management or content management system.

I don’t have an easy answer on that last point yet, but in doing research on the topic, I did stumble across an excellent article on “The State of Workflow” at JBoss’ jBPM site. If you are involved in workflow or BPM initiatives it is certainly worth a read.

Alfresco, Plone make EContent 100

EContent Magazine has posted the EContent 100, an annual list of “…companies that matter most in the digital content industry”.

Notable newcomers include open source ECM and Portal platforms Alfresco and Plone. Wiki software provider, SocialText, returns for a second year.

EMC Software (Documentum), a long-time EContent 100 stalwart, having appeared every year since 2001, did not make the 2005 list, but Autonomy, now with a three-peat, did.

“Our goal was to be sure that those who make the list again and again don’t do so out of habit or mindshare, but rather because they continue to innovate and deliver products and services that further the evolution of digital content,” said Michelle Manafy, Editor of EContent magazine.

First look: Alfresco

I took a first look at Alfresco tonight. Alfresco is an open source content management system created by one of the founders of Documentum. Currently it is pure document management. If you are familiar with Documentum, it is like having the Content Server and Webtop. (It may be tempting to further compare the two. One look at the roadmap shows that may someday be an apples-to-apples comparison, but for now, Alfresco offers only a small subset of Documentum’s offering).

Install was a breeze

I used the Tomcat 5.5.9/Alfresco 1.0 all-in-one bundle. The biggest challenge of the install was remembering what my MySQL root password was. After that it was smooth sailing. I started up the server, hit the URL, and hacked around for a few minutes before starting a quick runthrough of the tutorial.

Tutorial highlights promising features

Alfresco provides a short tutorial on their download page that takes you through the basics of creating “spaces” (their name for folders), routing documents through simple workflows, creating users, and checking content in and out of the repository.

Overall I liked the interface of the web client. It was clean and intuitive. There’s a heavy reliance on icons, though, and while many are intuitive, you’ll find yourself using “tooltips” for a bit before you become familiar with their meaning.

The Documentum WDK heritage shows in the interface but I think the UI is much, much more attractive than Documentum’s Webtop client, even considering the major progress Documentum’s made in the 5.3 sp1 release.

Being able to define content rules that fire when content comes into and out of a folder (“space”) is nice. You can use content rules to do things like move documents to specific spaces, kick off a simple workflow, and transform content from one format to another. The rules are defined through an easy-to-use wizard interface.

I wonder whether non-technical users will be able to grasp the concept of “aspects” or not. Aspects provide a way to add a set of functionality to a piece of content. For example, if you want to track versions on a piece of content you add the “Versionable” aspect to it. You can do this through a content rule or by manually running an action on the content. There are a few other out-of-the-box aspects. You can add additional aspects through customization.

Alfresco’s approach of using simple, declarative workflows makes it easy for non-technical users to set up simple processes on their own but implementing a process of even moderate complexity would be painful. For that you’d probably want to use a “real” workflow engine. The “Enterprise” version hooks into JBoss’ BPEL solution, for example. Hopefully that’s something they’ll quickly move down into the “Open” version.

The Lucene-powered search was fast and efficient. Granted, my repository is tiny. Content was indexed as soon as I added it to the repository–content indexing requests get queued and processed rather than by a batch indexing process. I read in the forum that there was a problem indexing PowerPoint. I didn’t check to see if it was fixed in the release I looked at or not.

Categories can also help users find content. You can define a hierarchical taxonomy using the Category Manager and then tag content with it. When you search, you can then restrict search results to specific categories. And, if you search for a parent category, any content tagged with a descendent category will also be returned. That will come in handy.

Working with the repository

You can get content in and out of the repository via WebDAV, CIFS/SMB (mounting a Windows or Linux share drive), FTP, or the Alfresco web client. All of these worked fine out-of-the-box on my Windows XP machine except for CIFS. To get it working I had to do a minor tweak to the file-servers.xml file per the README which was no big deal (I specified a domain in the CIFS Server section).

Digging deeper

After working through the tutorial I was ready to dig in and get my hands dirty. Maybe create a custom type or two, add some security, make a few calls to the Alfresco API, and then try out a couple of user interface customizations. That’s when I hit the inflection point on the learning curve.

I found some help on custom types in the forums–I’ll circle back and do that when I have more time. Essentially you define your models via XML that conforms to a specific schema, and you register those content types with Alfresco in a config file. Alfresco loads the registered content types when it starts up. Maybe some day there’ll be a UI for this.

Security looks like it may be a bit more involved. The first thing you have to do is understand the Acegi Security System for Spring. Guess I’ll add that to the (bottom of the) list.

From an API standpoint there are a couple of choices: Java or Web Services. With the Java option you can use the Alfresco Services API or the JCR (JSR-170 level 1) API. I’ve downloaded the source and bookmarked the Javadocs. Tomorrow or some time next week I’ll fire up Eclipse and see if I can talk to the repository.

Thoughts on final days of KM World and Intranets 2005

I spent the entire second day at KM World in the Content Management track (except for a quick jump over to “Intranets” to see my colleague present on Document Management Usability at Southwest Airlines).

My three favorite sessions of the day were:

Tony Byrne, “Making Sense of the CMS Vendor Landscape”. I’ve followed Tony’s blog for a while but hadn’t heard him speak until Wednesday. His session was very informative and insightful. My favorite part was the advice he was giving to people evaluating solutions. The key advice was “try it before you buy it rather than relying solely on a demo” and “the implementation team is more important than the product”. As an ECM services provider, I was particularly fond of the last point! ; )

Seth Gottlieb, “A Guide to Open Source CMS”. Seth is another blogger in my blogroll. We originally met through CM Pros. As I told Seth, his presentation did a great job covering the key players in the Open Source CMS space and comparing and contrasting the types of solutions they solve (rather than simply checking off items in a feature matrix or trying to cover a broad set of tools).

Afterwards we had a good conversation about Alfresco. I hadn’t realized they were running in a “closed community” model. I downloaded Alfresco before the trip and had every intention of playing with it on the plane but I got sucked in to a book. Hopefully I can get to it soon.

Lisa Welchman, “Lessons Learned from CM Implementations”. What I liked most about Lisa’s presentation was that she had great speaking style and an obvious passion for the subject. The content was a little too WCM-centric, but she did cite several key lessons learned which I agreed with (and, coincidentally, echoed in my session Thursday morning).

Thursday was a short day for me. I did my talk in the morning (Thanks to all who attended!), had a quick bite, and then headed for the airport.

Stop by at KMWorld

I’ll be at the KMWorld & Intranets conference this week in San Jose. I’m speaking on Thursday on the Southwest Airlines Intranet migration to an Enterprise Portal (Session D302, 11:30 a.m. – 12:15 p.m.).

My colleague, Patrick Dawson, will be speaking on Wednesday. His talk is on making usability a priority in document management applications (Session E201, 10:30 a.m. – 11:15 a.m.).

Drop by and say hello if you are in the neighborhood.

Standalone version of Documentum Eclipse plug-in

I’ve been using an older version of Documentum’s
Repository Interrogation Utility, which is an Eclipse plug-in that talks to the Documentum repository. It is real handy to be able to run DQL queries and dump objects without leaving Eclipse. But what I didn’t know is that with their latest release, they’ve included a standalone version. That means if you are working for a client where you cannot use Eclipse you can still get the benefit of the tool.