Sunday, 28 February 2010

Off topic post - Go Canada Go.....


I am proud to live in Canada, I say 'live' because I am only a 'permanent resident' and not yet a citizen, so I can't technically be "proud to be Canadian" (yet) - but if you had seen me sat on the very edge of the sofa (or standing for the whole of the extra time) screaming at the TV, wearing my (1992 version) Canadian hockey jersey, you would think I was "born and bred' here !

I have thoroughly enjoyed the coverage of the Olympics, and being British I am immensely happy with a Gold in the ladies skeleton, but the outpouring of patriotism here has been wonderful. Not nasty, in yer face nationalism, but people of all colours and creeds showing what it means to be Canadian.

So, as a Yorkshire lad who grew up on rugby, but watches 3 NFL games on TV every Sunday during the season, and who has always watched 'Ice Hockey' since they built a rink in my home town (the good'ol Humberside Hawks), to be able to leap up and down like a berserker watching "my team" bring home the Olympic gold medal was a fantastic way to end a fantastic games.



A great big thank you to all the athletes from all the nations who worked their butt's off in years of practice, I can't skate, ski or bob sleigh, but I sure enjoyed watching you all :-) Also a big thanks to all the workers and volunteers at the venues, and finally we should spare a thought for Nodar Kumaritashvilli, who paid the ultimate price in his pursuit of his Olympic dreams.

Tuesday, 23 February 2010

SharePoint 2007 metadata management - fail !

I am writing this post mainly in the hope that I missed something fairly fundamental and that someone will contact me and make me look stupid by providing an easy fix........ but I am not holding my breath !

I have been designing a SharePoint (MOSS2007) Project Management Information System (PMIS) that fits our own particular Software Development Life Cycle (SDLC) and Enterprise Project management Framework (EPF). Before anyone points me in the direction of the great "SharePoint for Projects" officiando Dux Sy, I have read all his stuff. I have also used some concepts from Michael Sampons books.

Anyway, our SDLC is document heavy, there are are over 50 SDLC and EPF MS Word and Excel document templates. My design makes a Content Type for each one of these, linking a set of Site Columns together with the MS Office template, and then building them out under the 'new' menu in 3 document libraries (SDLC, EPF and Operational Change Management).

No problems so far ! Working on some principles of user focused design, we wanted to pre-populate some of the metadata that would be the same for every document in a single project, such as Project ID Number, Project Name and 3 fields of 'categorization' metadata based on a taxonomy we call the Business Retail Model (BRM).

Still OK. If you build a site you can go in an enter a metadata value for the site column once via the Site Settings and then every time you start a new document, the DIP shows that this metadata is already filled in - et voila !

However we have up to 100 IT projects a year. So the PMIS has its own web app and path (URL) and the site of at the top level of the site collection will belong to the IT PMO, and then there is a 'master template site' managed as a sub-site. This 'template' has been constructed as a SDLC specific, collaborative PM site and then saved as a template (Site Settings, Save site as template). See screen shot below:



When a new project comes on line IT PMO staff go to the Create menu, and from the 'Custom' section of the create new site box, pick the PMIS template.

All of this works just fine - all Content Types work, open the right MS Office templates, display all the site column fields in the DIP etc etc BUT you can no longer access the site columns via the settings menu for a particular site, so you can no longer pre-populate some of the metadata.

Before you suggest it, building the Site Columns at the site collection level would not work, because of inheritance. In fact myself, plus an experienced SharePoint sys admin and our best SP developer have examined this in depth, and we cannot find a way to create sites from a site template and yet pre-populate some of the metadata.

By the way, in other ECMS' you would get round this by populating the metadata against the folder, and any object dropped into the folder would inherit the values - a behaviour which I beleive has been added to SharePoint 2010, BUT we are not going to get SP2010 until maybe 2012 - so that's not an answer either !

My challenge to you all is - can you show us the error of our ways ? Have we missed something fundamental ? Let us know if you have any ideas on this please.

Wednesday, 17 February 2010

EMC and FatWire partner for Web Experience Management

I picked up on this yesterday via CMS Wire, you can see Barb Moshers article here: "EMC replaces their WCM with FatWires Web Experience Management"

EMC's press release is here:
EMC and FatWire Jointly Deliver Marketing Solutions for Web Experience and Brand Management

As we would expect of anything Documentum related, Pie has some cogent thoughts on the partnership on his blog here: "EMC admits it needs help, partners with FatWire". Pie also links to a blog posting be Lee at BMOC in his article.

So what do we think ? Well I have to concur with both Barb and Pie that this is largely a very positive thing. I have only worked with Documentum since 5.25, but back then Web Publisher was very much the red haired step child, starved of love and attention, never mind investment ! At the Open University when we were looking at how we would use Web Publisher, an un-named (for his own protection) consulting friend of ours called it a 'dog' and told us not to use it, even if we had paid for it.

Now to be fair, there have been more recent investment, and in the 6.0 to 6.5 releases Web Publisher has got better, but I still liked the title of Pie's piece - EMC admits it needs help. I know very little about the FatWire product to be honest, but I am aware that it has a good reputation. It certainly could not be anything other than an improvement over Web Publisher in many respects, but as it is also a move up from 'WCM" to 'WEM' it brings many new features such as integrated analytics.

Today EMC and FatWire held a webinar to flesh out a little of the detail in the press release and to show a demo of the FatWire product dragging in content from a Documentum repository, and I got to ask some questions of the panel, most of which were answered by Peggy Ringhausen, Senior Product Manager for WCM at EMC.

First I asked Peggy how far the relationship with FatWire goes with respect to deprecating Web Publisher. Peggy confirmed that the long term view is to move Documentum WCM to FatWire as the 'EMC Documentum Web Experience Management solution'. There is no end of life date for Web Publisher yet, and she noted that it will probably take around 3 years to end of life the old product line.

The current integration between FatWire and the Documentum repository is one way, with the Documentum content being the 'master copy' which can be 'shared' to the FatWire repository. This appeared to be seamless in the demo. Loren Weinberg of FatWire noted in response to a question that metadata is synchronised as well as the content item, and that synchronisation can be automatic (i.e. master content in Documentum is edited, then a copy is automatically moved to FatWire) or it can trigger a workflow so that FatWire content managers can make a decision on which asset to use.

Coming later this year as part of the move to integrate Documentum's Digital Asset Management platform underneath FatWire will be full bi-directional synchronization. This would allow UGC from a FatWire site to be archived in Documentum, or whole web sites to be archived for legal compliance reasons. Loren also called out the joint research efforts to be undertaken as the partnership moves forward.

All in all it was a useful webinar, and at some point the recording should appear on the EMC On-Demand Events page.


Why did EMC just not buy FatWire ? Well there is no need to make such an acquisition even if you can afford it, when a good partnership will suffice and as Pie noted in his article, its a good thing to seperate the content application from the content management platform. FatWire is free to develop and extend its platform at its own rate, with no dependencies on the rate at which EMC can develop the base underlying platform. However I do wonder that if at some point you could use FatWire without the need for the seperate FatWire repository that you need right now?

Wednesday, 10 February 2010

Time for some professional development.....

I have not done a AIIM course since early last year, so I just signed up for Enterprise 2.0 Practitioner . You can find details here on the AIIM site: http://www.aiim.org/Education/E2.0-Enterprise-Web-2.0-Training-Courses.aspx

However, a quick copy and paste of the course outline is below for your information:

The E2.0 Practitioner Certificate program covers the concepts and technologies of Enterprise 2.0. During this course you will learn about wikis; blogs; social networking; feeds; search; tagging; folksonomies; ratings/reviews; mashups; collaboration; and worker models.

Learn:

  • How to position Enterprise 2.0 in relationship to IM, BI, KM and Web 2.0
  • Enterprise 2.0 technologies
  • Enterprise 2.0 frameworks and concepts
  • Worker Model for Enterprise 2.0
  • Business drivers for Enterprise 2.0
  • Evolution and definition of Enterprise 2.0 technologies – Enterprise 1.0: email, forums, chat rooms, bulletin boards, web/tele/videoconferencing, and static web
  • Evolution and definition of Enterprise 2.0 technologies – Enterprise 1.5: web services, IM, SMS, collaboration filtering, social networking, social networking analysis, portals, and dynamic web
  • Evolution and definition of Enterprise 2.0 technologies – Enterprise 2.0: participate web, tagging, mashups, blogs, wikis, feeds, podcasting, and social voting, bookmarking and ranking
  • An overview of Enterprise 2.0 extensions
  • State of the Enterprise 2.0 market
I have always found the AIIM elearning to be good, so I am sure this will be too. I will report back once I have completed the course. I may then go straight into the 'Specialist' course. Lots of certification logos for the side of the blog !

Thursday, 4 February 2010

Michael Sampson responds to my post on collaboration

I have the privilege of knowing and interacting with Michael Sampson, a true collaboration expert based out of New Zealand. I made a recent post called: "what exactly is collaboration and who owns it?" In the article I suggested that speaking of some amorphous entity called 'collaboration' could actually be unhelpful and counterproductive. As such I also suggested splitting the space up into a number of different sub-categories, which are:
  • Messaging centric collaboration
  • Content centric collaboration
  • Conversation centric collaboration
  • Process centric collaboration
  • Collaborative management
The original article garnered a couple of interesting comments. However Michael felt the need to respond on his blog, as he does not agree with my way of slicing and dicing the amorphous blob.

I heartily recommend reading Michael's response by clicking on this link. I will quote Micheal directly, but in summary so as not to just repeat the whole content of his article here. So, Michael says:

"....I think the distinction between the five isn't tight enough, and leaves too much overlap. For example, if I hold a "conversation" with my "geographically dispersed team" via email, I'm doing "conversation-centric" via "messaging centric". The conversation is happening, but we're collaborating via messaging tools"

This is fair enough, of course you can have a 'conversation' by batting email back and forth. It might not be the best way to do it, but it does not make it any less valid. He goes on to say:

"I prefer to slice and dice in the following ways, and as I'll outline in a moment, the majority of Jed's five sub-categories fall into the team collaboration one:
- Team Collaboration ... for a team working towards a deliverable.
- Group Collaboration ... for a group that shares a common interest or practice.
- Organizational Collaboration ... for creating opportunities to collaborate.

I advocate this approach because it separates the discussion of intent and scenario from any particular collaboration technology.

And therein lays the rub - I cannot disagree that my way of dividing up collaboration is somewhat technology centric. I don't think I meant it to be when I first considered it, and I could still argue if I really wanted to that 'messaging' is not necessarily about email software, but Michael's point about overlap is just too valid. I also have to admit that I don't have all of his years of experience in this space, and I do have a technical (systems administration) background which appears to have given me a technology based bias to my approach.

So the key element of Michael's way of looking at the conundrum is his last sentence, the separation of intent and the context of any specific scenario from the technologies used to enable collaboration in that particular scenario. He is taking a business oriented, organizational viewpoint, which makes sense when we talk about who owns collaboration.

Michael then turns his attention to this question, which I touched on at the end of my article. He points to an earlier blog posting of his own: "Who owns collaboration at your firm?" and quite rightly suggests that we should read it, and the comments. However Michael is still fleshing out his ideas on collaboration governance for his next book.
I am looking forward to that read.

However the best thing is, Michael called me on the phone all the way from New Zealand (I am in Canada!) because he wanted a quick chat to make sure I would not be completely devastated when he disagreed with my article - what a star ! :-)

The whole point of blogging for me is to maybe provoke some thought here and there, and to get into interesting conversations like this one. I can only agree that my definitions are somewhat loose, overlapping and technology centric - however hopefully given those caveats, they may still be useful in some scenarios and perhaps can sit alongside Micheal's organizational model, and others. Also, once again we prove the worth of social networking !

Really though, you would think I would know better having read both of his books........ :-)

You should follow Michael on Twitter where he has the handle 'collabguy'
- and Micheal thanks for calling, I thoroughly enjoyed our chat !!

(article edited on 5th of Feb to get the spelling of Michael right !!)

More on Nuxeo DAM

So, how slow am I ? Yesterday I blogged the Nuxeo Digital Asset Management piece, but its been in public beta for months, and I have not noticed - DOH !

However after yesterday's posting, I was approached by Cheryl McKinnon, the Chief Marketing Officer at Nuxeo, someone I have known since she was in her previous role at OpenText.

Cheryl gave me a bit of a "blogger briefing" on Nuxeo DAM because, drum role please ......

Its officially launched today !

You can read Cheryl's own blog post here:
Nuxeo DAM - First CMIS-enabled Digital Asset Management - We're Launched!

I got to ask Cheryl some questions based on my background with ECM systems, including some small experience of DAM. When we launched our ECM strategy at the Open University a major requirement was for DAM functionality, after all in a distance learning university DAM and XML 'structured authoring' for true "create once - publish many" type operations are a very big deal.

Nuxeo Q and A with Cheryl

First of all I asked Cheryl about the CMIS angle. CMIS is not a ratified standard yet, and in its first iteration its kind of constrained to simple content operations, nothing DAM specific per se. Cheryl responded that while that is true, the fact that CMIS is already baked into the underlying Nuxeo enterprise platform means it can be levered by the DAM functionality and of course it probably won't take a lot of tweaking of the present implementation once CMIS does hit the big 1.0 Meanwhile it gives developers the chance to play with it, and apparently they are doing as Nuxeo are talking to some open source WCMS vendors about providing their publishing engines ontop of the Nuxeo platform / DAM stack.

If we look at the feature stack, from my admittedly limited DAM experience, it appears that all the parts are in place:
  • Intellectual Property and Rights Management - done in situ via metadata and of course CMIS or other API's to link into existing Rights Management systems. Rights Management is very important in this space, I got to work with a brilliant team at the OU that focused ont his, and indeed when I left they were gearing up for a procurement / development of a system to replace all thier little Access databases !
  • Renditions - also important for producing different file types which might be optimised for a particular channel. Nuxeo are using ImageMagick as their rendition engine.
  • Configurable content types - because not all rich media types have the same metadata profiles associated with them etc So easily defined content types are a good idea.
  • Web GUI - very topical as Theresa Regli at CMSWatch blogged on this subject this morning (see "The trouble with DAM and your corporate laptop") based, and does not require any other exotic plug-ins. - so Theresa and prospective iPad buyers will be happy to know that the interface is not Flash
Check out Cheryl's blog posting linked above for a full feature set description, screen shots etc.

We also discussed the benefits of the "platform based approach" to ECM. With DAM basically being a 'module' ontop of the Nuxeo EP base layer, when other initiatives are released, for example DOD compliant Electronic Records Management (coming soon) then DAM automaticaly inherets the features, allowing you to put digital assets under retention policies etc. Interestingly Cheryl noted that the Pharmaceutical industry appears to be getting into DAM, with a requirement to capture images of product labels etc, so you can see how this might fit their needs.

On the subject of 'coming soon' they are also working on a technical documents (think DITA) 'module' that levers the open source Scenari project to provide XML 'Component Content Management'.

Finally we went somewhat off topic and I asked Cheryl about the competition and whether Nuxeo always ends up on the same RFP's as Alfresco, from company's not averse to open source.

She noted that people always assume the two open source ECMS will be going head to head, but that it rarely happens. Nuxeo and Alfresco have taken different architectural paths, and certainly there are many similarities too, but often they are chasing different business in different sectors. Cheryl noted how Alfresco often go with the 'open source SharePoint killer' angle, with the Alfresco Share collaboration element. Nuxeo apparently are more often looked at to replace a closed source / commercial or an in house developed system, often where the commercial system is one or two major releases behind and would be expensive to update.

To finish off this posting I should say thanks to Cheryl for taking the time to give me a call, and that this is NOT a review. I have not used Nuxeo DAM 'in anger' and I am not endorsing it - but I do support open source enterprise content management software. Open source gives us more choice - it allows me to point you to the download page and say go and get it, and try it for yourself!

Wednesday, 3 February 2010

Open Source.... DAM..... !

Thats Digital Asset Management, not a profanity :-)

If your interested in an open source (i.e. you can download it and play with it, right now !) system for managing your digital assets, check out the Nuxeo DAM product.

I am pretty sure that the last time I spoke to Cheryl McKinnon their CMO at an AIIM event before Christmas, she said that they were working on DOD records management certification too.

Some true open source competition for Alfresco -> choice & competition = good !

You can follow Cheryl on Twitter at: http://twitter.com/CherylMcKinnon

Tweeting at work.....

..... not just tweeting, but now blogging too and I know my boss reads this site, so please note Tony that I am writing this one handed while eating my lunch with the other.......

I guess we all know the "nay sayers" who don't really grok social networking, so I just wanted to share a very quick example of how Twitter can work for you in a 'work context' - I assure you that the vast majority of the 142 people I follow are tech industry related, with some close personal friends who tweet making up the remainder.

So, onto my example. As the least technical 'SharePoint dude' in our IT division it is my remit to focus on the KM aspects, metadata and taxonomies, best practices, site IA and collaboration stuff. However I had been asked to look into the use of compound documents with SharePoint (what Documentum calls a Virtual Document). After quite a bit of googling I had not found much in the way of information or add on products. Actually I will caveat that, there is plenty about the new features in SP2010, but not much about add-ons to MOSS2007.

At 3.22pm local (Toronto) on the 1st of Feb I tweeted:
"Anybody know of any 'compound document' add-ons for SharePoint (MOSS 2007) ??? DM me a link if you do please."

Within minutes I was in a Twitter conversation with David Turpie, an information management professional working in the Library at the Open University in the UK, and an old colleague of mine. David pointed me to a few resources I had already found, but at 3.55pm he 're-tweeted' my original message.

A whopping 7 minutes later I got the following:
"rt @jedpc Anybody know of any 'compound document' add-ons for SharePoint (MOSS 2007) ??? --> try blackblade http://bit.ly/2IIC23" from Virgil Carrol, a consultant working out of Minnesota, USA.

It turns out that link Virgil sent was extremely useful. So just over half an hour after broadcasting my query, I had bounced around some suggestions with an old colleague, and recevied a spot on suggestion from someone I have never met before, in a different country.

Does this simple example not prove the worth of Twitter as a 'business tool' ? Hopefully if you can prove this kind of use case, it may help you if your bosses are wondering why you want to know what that bloody Ashton Kutcher bloke and Demi Moore had for breakfast, and what that has to do with your work.

While we are on the subject, I had a quick back and forth with John Mancini of AIIM yesterday, via twitter, on the different tastes for combining (or not) your 'personal' social network, with your professional social network. Personally I try to keep them apart, FaceBook for social, LinkedIn for professional, but sometimes they meet in the middle with Twitter. There are of course plenty of ways to aggregate your feeds, and I like Digsby, but I can't download it on to my locked down desktop machine at the office....... :-(

Finally if your interested in social media inside the firewall for E2.0 / Intranet 2.0 and your in the Toronto area, check out the seminar being help by my old colleagues at Prescient Digital Media: Social Media Tools, the Best for your Intranet 2.0 strategy on Feb. 10th (they're on Bloor, opposite the ROM). You can go straight to their registration page.