Active Repository Manager: Longterm Archiving and Content Integration

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• Active Repository Manager Long-term Archiving
  and Content Integration

André Eulenberger, Consultant
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Agenda

• Compliance
• Active Repository Manager
• Integration of Active Repository Manager
• Office Server Policies
• Office Server Document Library
• Office Server Records Center
• Office Server Workflow
• Office Server Search
• Active Repository Manager Version 3
• Q A

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Active Repository
Client API.NET, Http, WebDAV, WebServices

• NOW
• Proprietary applications- Adoption for every
  application and every repository necessary
• - Problems using multiple systems

PROPOSED - Standard API for clients and
repositories - Access repositories using a single
consistent view
ActiveRepository ManagerConfiguration, Mapping
Repository API
Active Repository
Archive-Systems - CAS Storage
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Active Repository

• is a middleware which gives a unified view of
  all connected repositories(Archival systems,
  storage systems, jukeboxes,)
• delivers cross repository search
• stores documents and document metadata
• addresses all backend systems as one storage
  system
• has a .NET API for clients and repositories
• supports access rights on documents
• integrates with Office, SharePoint and other
  windows application

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Architecture
AR.net Client API
ActiveRepository Manager
Pipeline
Search
Gather
Document Filter
Cache
Event Handling
Auditing
AR.net Repository API
Active Repository
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AR.net Client API

• Storing and Loading of documents (Put, Get)
• Set and Get Properties (PatchProp, PropFind)
• Lock of documents (Lock, Unlock)
• Deleting of documents (Delete)
• Search documents (Search) using full text or
  using index information
• Gather (Protocol Handler)

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Repositories

• One DLL per Repository (based on ReposBase)
• Parameter
• Standard
• Name, Assembly, Version
• Read only, active, searchable, gather enable
• Optional
• any type of repository specific parameter

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AR Repository API

• Requirements
• unique ID per document
• Store and load
• Standard properties have to be supported(
  CreationDate, DisplayName, ContentLength,
  ContentType, LastModified)
• ACL has to delivered
• Search (Optional)
• Lock, Unlock, Delete, PropPatch (Optional)

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Office Server Compliance Features

• Policies
• Auditing
• Workflow
• Digital Signatures
• Records Center (E-mail, Holds, )
• Information Rights Management
• Document Information Panel
• Search
• Business Data Catalog
• Extension interfaces to all these features

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Missing Compliance Features

• Support of
• long term storage (non revisable)
• WORM media
• Content Addressed Storage (EMC² Centera, Caringo,
  iTernity, )
• Archival Systems (Filenet, Saperion, Ceyoniq, )
• Non revisable formats
• NCI documents
• Access of external documents
• Archival Systems (IBM Content Manager, SAP
  ArchiveLink)

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Integration of Active Repository Manager

• Integrates all kind of long term storage
• Read, Write and Searchon Metadata and Contents
• Integrates seamlessly to Office Server by using
• Policies
• Records Center
• Workflow
• Supports all document formats (revisable and non
  revisable)
• Integration of external Content

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Office Server Policies

• Definition of
• Interactive or job based archiving definition
• Repository
• Target location (e. g. Folder)
• Copy, Move and Link are supported
• Archiving of versions
• Archiving depending on size, age, state or any
  other meta data
• Fine grained selection via scripting

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Office Server Policies
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Office Server Policies

• Selection Scripting
• Mode selection (user, job, workflow)
• A lot of operators are definedBoolean, string,
  date time, mathematical andconversion
• Access to SharePoint and document properties
  (fields)

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Office Server Document Library

• Document Archiving Ad hoc, per Job or Workflow
• Archiving of document and Metadata
• Archiving of document history
• Archiving of Document Versions
• Show archiving history including version history
• A search enabled stub (link to archived document)
  will replace original and is part of normal
  content crawling

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Office Server Document Library
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Office Server Document Library
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Office Server Records Center

• Definition of custom Router
• Support of Hold feature
• Definition of retention and retention end
  workflow

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Office Server Records Center
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Office Server Records Center
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Office Server Workflow

• Workflow to archive a document
• Activities to integrate with SharePoint Designer
  or any other workflow environment
• Check state
• Send document
• Targets to Active Repository Manager or Records
  Center

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Office Server Workflow
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Office Server - Search

• Add Active Repository Search Feature (custom
  content source)
• Using Protocol-Handler all documents of Active
  Repository will be scanned and added to Office
  Server Search
• Alternate url for direct access of documents
• Requested Metadata are returned and mapped as
  configured
• Document stubs are crawled by standard means

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Office Server - Search
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SharePoint Gatherer
Protocol Handler
CreateAccessor
BindToFilter
GatherInfo
DocInfo
Last modifiedIs FolderFilesACL
Property Mapping(Sharepoint.XML)

Properties
Repository
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Summary Why ARM?

• Compliance
• Integration of Active Repository Manager
• Office Server Policies
• Office Server Document Library
• Office Server Records Center
• Office Server Workflow
• Office Server Search

• long-term Archiving
• Scalability
• Content Integration

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Active Repository Manager Ver. 3

• New Repositories
• Email Archiving
• Client Interfaces
• Configuration Server

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Roadmap Active Repository Ver. 3
SAP AL Repository
Active Repository Link for SAP
IBM Content Manager
Configuration Server
AR 3.0
2007
2008
ARM 3.0 RepositoriesInterfacesExtensions
Exchange Archiving
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New Repositories

• IBM Content Server
• Built together with Fritz Maciol
• SAP ArchiveLink Repository (two modes)
• Read only repository working with Data
  Extraction Tool from Business Partners
• Use ArchiveLink as CAS repository
• Available Q2/07

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Email Archiving

• Supports Microsoft Exchange 2003 and 2007
• Server process for journal archiving
• Client mailboxes support stub
• Offline support via local storage system and
  synchronization
• Single instance support
• Automatic rfc822 to Outlook MSG conversion
• Available Q4/07

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Client Interfaces

• Active Repository Link for SAP
• Extends ActiveRepository to act as Content Server
  in an ArchiveLink environment(HTTP Content
  Server)
• Client for interactive Archiving and
  Retrieval(OLE 2.0 automation)
• Barcode Confirmation
• Certified by SAP (planned)
• Available Q4/07

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Configuration Server

• Versioning of configuration information
• Storage of configuration data in SQL-Server
• Logging of configuration changes
• Available Q4/07

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Lösungsbeispiele
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Lösungsbeispiele
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Lösungsbeispiele
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Lösungsbeispiele
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Lösungsbeispiele
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Lösungsbeispiele
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Lösungsbeispiele
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Lösungsbeispiele
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References
Themen MS Sharepoint Portal Server 2003 MS
Sharepoint Server2007 CITRIX Metaframe Abbyy
FlexiForm
Themen Abbyy FlexiForm
Themen MS Sharepoint Portal Server 2003 MS
Sharepoint Server2007 NSI Autostore
Themen MS Sharepoint Portal Server 2003 MS
Sharepoint Server2007 NSI Autostore CITRIX
Metaframe Patentschriften Portal Active
Repository Manager Office for Invoices netapp
Anbindung BAAN Daten Übernahme über Content
Integration Manager
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Referenzauszug
Themen MS Sharepoint Server2007 Active
Repository Manager netapp Anbindung Active
Repository Manager Link for SAP in Planung
Themen MS Sharepoint Portal Server
2003 BizTalk Server 2006
Themen Einführung Netapp und Syncsort Backup
System
Themen MS Sharepoint Server2007 Active
Repository Manager Ceyoniq Archiv
Adapter Vertragsaktenverwaltung
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Contact

• tecmasters GmbH
• Herforder Straße 155a
• 33609 Bielefeld
• Germany
• Phone [phone]
• mailtoschuh_at_tecmasters.net
• http//www.tecmasters.net