Table Of Content

PR.qxd 4/22/04 12:23 PM Page i FileNet PR.qxd 4/22/04 12:23 PM Page ii This page intentionally left blank PR.qxd 4/22/04 12:23 PM Page iii FileNet A Consultant’s Guide to Enterprise Content Management Todd R. Groff and Thomas P. Jones AMSTERDAM • BOSTON • HEIDELBERG • LONDON NEW YORK • OXFORD • PARIS SAN DIEGO • SAN FRANCISCO • SINGAPORE SYDNEY • TOKYO PR.qxd 4/29/04 2:50 PM Page iv Elsevier Butterworth–Heinemann 200 Wheeler Road, Burlington, MA 01803, USA Linacre House, Jordan Hill, Oxford OX2 8DP, UK Copyright © 2004 Todd R. Groff and Thomas P. Jones. All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, or otherwise, without the prior written permission of the publisher. Permissions may be sought directly from Elsevier’s Science & Technology Rights Department in Oxford, UK: phone: (+44) 1865 843830, fax: (+44) 1865 853333, e-mail: [email protected]. You may also complete your request online via the Elsevier homepage (www.elsevier.com), by selecting “Customer Support” and then “Obtaining Permissions.” Recognizing the importance of preserving what has been written, Elsevier prints its books on acid-free paper whenever possible. Library of Congress Cataloging-in-Publication Data Groff, Todd R. FileNet: a consultant’s guide to enterprise content management/ Todd R. Groff and Thomas P. Jones.—1st American pbk. ed. p. cm. Includes bibliographical references and index. ISBN 0-7506-7816-X (alk. paper) 1. Information technology—Management. 2. Knowledge management. I. Jones, Thomas P. II. Title. HD30.2.G758 2004 658.4¢038—dc22 2004000583 British Library Cataloguing-in-Publication Data A catalogue record for this book is available from the British Library. For information on all Butterworth–Heinemann publications visit our website at www.bh.com 04 05 06 07 08 09 10 9 8 7 6 5 4 3 2 1 Printed in the United States of America PR.qxd 4/22/04 12:23 PM Page v Trademarks: PanagonTM, Image ServicesTM, Image ManagerTM, Distributed Image ServicesTM, ValueNetTM, Document Warehouse for SAPTM, and FileNet CaptureTM are registered trademarks of the FileNet Corporation. ComdiscoTM is a registered trademark of the Comdisco Corporation. CompuwareTM is a registered trademark of the Compuware Corporation. IBMTM and WebSphereTM are registered trademarks of the IBM Corporation. CenteraTM is a registered trademark of the EMC Corporation. HPTM is a registered trademark of the Hewlett Packard Corporation. SunTM and JavaTM is a registered trademark of the Sun Micro Systems Corporation. FuegowareTM is a registered trademark of the Fuego Corporation. Google WebSearchTM and PageRankTM are registered trademarks of Google. Microsoft OfficeTM and Microsoft WordTM are registered trademarks of the Microsoft Corporation. OvumTM is a registered trademark of the Ovum Corporation. DocumentumTM is a registered trademark of the Documentum Corporation. OracleTM is a registered trademark of the Oracle Corporation. PeopleSoftTM is a registered trademark of the PeopleSoft Corporation. KodakTM is a registered trademark of the Eastman Kodak Corporation. ClearswiftTM is a registered trademark of the Clearswift Corporation. HyperionTM is a registered trademark of the Hyperion Corporation. CiticusTM is a registered trademark of the Citicus Corporation. BoardVantageTM is a registered trademark of the BoardVantage Corporation. PR.qxd 4/22/04 12:23 PM Page vi SteelpointTM, IntrospectTM, and eDiscoveryTM are registered trademarks of the Steelpoint Technologies Corporation. Nth OrbitTM is a registered trademark of the Nth Orbit Corporation. CognosTM is a registered trademark of the Cognos Corporation. Other product names mentioned are used for identification purposes only and may be trademarks of their respective companies. PR.qxd 4/22/04 12:23 PM Page vii Contents Foreword, xi Chapter 1 FileNet Imaging Overview 1 What This Book Is About, 1 FileNet Company Background, 5 Technology Overview, 6 Toolsets versus Out-of-the-Box Solutions, 9 Imaging, Document Management, or Knowledge Management?, 12 Success Story, 17 Chapter 2 FileNet Products and Services 19 The Company behind the Curtain, 20 FileNet ValueNet Partners and Customer Service and Support, 23 Professional Services, 25 Disaster Recovery Hot-Site Services, 28 FileNet Education, 30 Success Story, 31 vii PR.qxd 4/22/04 12:23 PM Page viii viii Contents Chapter 3 FileNet Risks and Opportunities 33 Organizational Change, 34 The Sarbanes-Oxley Act of 2002, 36 The Health Insurance Portability and Accountability Act of 1996, 38 Informational Responsibilities, 39 Optical versus Magnetic Storage, 41 Centralized versus Decentralized Capture, 42 Disaster Recovery, 44 Lost Cost of Paper Retrieval, 47 Content Management’s Impact on Attention, 48 Intellectual Assets, 51 Records Retention, 52 Success Story, 59 Chapter 4 FileNet Implementation 61 Content Management versus Process Voodoo, 62 Information Repositories, 63 FileNet Replication Options, 66 Specialty Equipment Considerations, 73 Project Planning, 75 Overall Project Estimates and Total Cost of Ownership (TCO), 80 Success Story, 81 Chapter 5 FileNet Integration 82 Integrating Systems, Applications, and Processes, 83 Integrating FileNet with Existing Systems, 84 Application Integration, 85 PR.qxd 4/22/04 12:23 PM Page ix ix Contents Web Integration, 86 Enterprise Resource Planning Integration, 89 Workflow Analysis, 91 Integrations and Metadata, 95 Success Story, 99 Chapter 6 FileNet Administration 100 Profiting from Your Organization’s Experience, 101 FileNet Administrator Duties, 102 UNIX Administrative Tools and Resources, 107 Typical FileNet System Structure, 108 Client Installation and Administration, 112 Success Story, 115 Chapter 7 FileNet and Knowledge Management 117 Knowledge Management, Culture, and Content, 118 Catalyst Management for Actionable Knowledge, 122 Shared Abstraction Means Common Ground, 125 FileNet—Improving Attention and Retention, 127 Applying Learning to Organizational Processes, 128 Using Workflows to Add Structure to Data, 138 Success Story, 140 Chapter 8 FileNet and Enterprise Resource Planning 141 Enterprise Resource Planning, 142 Document Warehouse for SAP, 145 Client Integration, 146