IBM® Enterprise Content Management (ECM) solutions provide efficient and effective ways to capture content, manage the content and business processes, discover insights from the content, and derive actions to improve business processes, products, and services. This IBM Redbooks® publication introduces and highlights some of the IBM ECM products that can be implemented and integrated together to create end-to-end ECM solutions: IBM Case Manager IBM Datacap IBM Content Manager OnDemand IBM Enterprise Records IBM Watson™ Content Analytics IBM Content Classification Not all of the products are required to be integrated into an ECM solution. Depending on your business requirements, you can choose a subset of these products to be built into your ECM solutions. This book serves as a hands-on learning guide for information technology (IT) specialists who plan to build ECM solutions from end-to-end, for a proof of concept (PoC) environment, or for a proof of technology environment. For implementing a production-strength ECM solution, also refer to IBM Knowledge Center, IBM Redbooks publications, and IBM Software Services.

Organizations face case management challenges that require insight, responsiveness, and collaboration. IBM® Case Manager, Version 5.2, is an advanced case management product that unites information, process, and people to provide the 360-degree view of case information and achieve optimized outcomes. With IBM Case Manager, knowledge workers can extract critical case information through integrated business rules, collaboration, and analytics. This easy access to information enhances decision-making ability and leads to more successful case outcomes. IBM Case Manager also helps capture industry preferred practices in frameworks and templates to empower business users and accelerate return on investment. This IBM Redbooks® publication introduces the case management concept. It includes the reason for and benefits of case management, and why it is different from the traditional business process management or content management. In addition, this book addresses how you can design and build a case management solution with IBM Case Manager and integrate that solution with external products and components. This book is intended to provide IT architects and IT specialists with the high-level concepts of case management and the capabilities of IBM Case Manager. It also serves as a practical guide for IT professionals who are responsible for designing, building, customizing, and deploying IBM Case Manager solutions.

This IBM® Redbooks® publication provides a practical guide to the design, installation, configuration, and maintenance of IBM Content Manager OnDemand Version 9.0. Content Manager OnDemand manages high-volume storage and retrieval of electronic statements and provides efficient enterprise report management. Content Manager OnDemand transforms formatted computer output and printed reports, such as statements and invoices, into electronic information for easy report management. Content Manager OnDemand helps eliminate costly, high-volume print output by capturing, indexing, archiving, and presenting electronic information for improved customer service. This publication covers the key areas of Content Manager OnDemand, some of which might not be known to the Content Manager OnDemand community or are misunderstood. The book covers various topics, including basic information in administration, database structure, storage management, and security. In addition, the book covers data indexing, loading, conversion, and expiration. Other topics include user exits, performance, retention management, records management, and many more. Because many other resources are available that address subjects on different platforms, this publication is not intended as a comprehensive guide for Content Manager OnDemand; rather, it is intended to complement the existing Content Manager OnDemand documentation and provide insight into the issues that might be encountered in the setup and use of Content Manager OnDemand.

IBM® FileNet® Content Manager Version 5.2 provides full content lifecycle and extensive document management capabilities for digital content. IBM FileNet Content Manager is tightly integrated with the family of IBM FileNet products based on the IBM FileNet P8 technical platform. IBM FileNet Content Manager serves as the core content management, security management, and storage management engine for the products. This IBM Redbooks® publication covers the implementation best practices and recommendations for solutions that use IBM FileNet Content Manager. It introduces the functions and features of IBM FileNet Content Manager, common use cases of the product, and a design methodology that provides implementation guidance from requirements analysis through production use of the solution. We address administrative topics of an IBM FileNet Content Manager solution, including deployment, system administration and maintenance, and troubleshooting. Implementation topics include system architecture design with various options for scaling an IBM FileNet Content Manager system, capacity planning, and design of repository design logical structure, security practices, and application design. An important implementation topic is business continuity. We define business continuity, high availability, and disaster recovery concepts and describe options for those when implementing IBM FileNet Content Manager solutions. Many solutions are essentially a combination of information input (ingestion), storage, information processing, and presentation and delivery. We discuss some solution building blocks that designers can combine to build an IBM FileNet Content Manager solution. This book is intended to be used in conjunction with product manuals and online help to provide guidance to architects and designers about implementing IBM FileNet Content Manager solutions. Many of the features and practices described in the book also apply to previous versions of IBM FileNet Content Manager.

Organizations face case management challenges that require insight, responsiveness, and collaboration. IBM® Case Manager, Version 5.1.1, is an advanced case management product that unites information, process, and people to provide the 360-degree view of case information and achieve optimized outcomes. With IBM Case Manager, knowledge workers can extract critical case information through integrated business rules, collaboration, and analytics. This easy access to information enhances decision making ability and leads to more successful case outcomes. IBM Case Manager also helps capture industry best practices in frameworks and templates to empower business users and accelerate return on investment. This IBM Redbooks® publication introduces the case management concept. It includes the reason for and benefits of case management, and why it is different from the traditional business process management or content management. In addition, this book addresses how you can design and build a case management solution with IBM Case Manager, and integrate that solution with external products and components. This book is intended to provide IT architects and IT specialists with the high-level concepts of case management and the capabilities of IBM Case Manager. In addition, it serves as a practical guide for IT professionals who are responsible for designing, building, and deploying IBM Case Manager solutions.

This IBM® Redbooks® publication describes how the IBM Content Collector family of products can help companies to create value-based archiving solutions. IBM Content Collector provides enterprise-wide content archiving and retention management capabilities. It also provides IT administrators with a high level of control over the archiving environment. From a common interface, organizations can implement policies that define what gets archived from which source system, make decisions about how content gets archived based on the content or metadata of the information, and determine the retention and governance rules associated with that type of content. Content Collector enables IT staff to implement granular archiving policies to collect and archive specific pieces of information. IBM Content Collector helps with the following tasks: Eliminating point solutions and lowering costs with a unified collection, management, and governance approach that works effectively across a broad range of source systems and information types Appraising, improving understanding of, culling, and properly selecting the information to archive Retaining, holding, and disposing of archived content efficiently and defensibly Eliminating the costs and risks inherent with over-retention This book covers the basic concepts of the IBM Content Collector product family. It presents an overview explaining how it provides value-based archiving and a defensible disposal capability in the archiving solutions. With the integration of IBM Content Classification and IBM Enterprise Records, the book also explains and showcases how these products can be used to add more flexibility, power, and capabilities to archiving solutions. The book is intended for IT architects and solution designers who need to understand and use IBM Content Collector for archiving solution implementations. Use cases are included to provide specific, step-by-step details about implementing common solutions that fulfill some of the general business requirements.

This IBM® Redbooks® publication can help you develop content and process management applications with IBM FileNet® APIs. The IBM FileNet P8 suite of products contains a set of robust APIs that range from core platform APIs to supporting application APIs. This book focuses specifically on Content Engine and Process Engine APIs. Content Engine API topics that we discuss include creating, retrieving, updating, and deleting objects; querying and viewing documents; and batching and batch execution. We also explore more complex topics, including permissions and authorization, versioning, relationships, annotations, workflow subscriptions and event actions, metadata discovery, and dynamic security inheritance. Process Engine API topics that we discuss include launching a workflow, searching for and processing work items, and working with process status. The more complex topics we cover include, Component Integrator application space, role, workbasket, resource navigation in Process Engine REST API, ECM Widgets, and building a custom Get Next In-basket widget. To help you better understand programming with IBM FileNet APIs, we provide a sample application implemented for a fictional company. We include the data model, security model, workflows, and various applications developed for the sample. You can download them for your reference. This book is intended for IBM FileNet P8 application developers. We recommend using this book in conjunction with the online ECM help.

In a corporate environment, documents are usually created or captured in a decentralized environment with no overall surveillance. Many corporations have no formal process of retaining these documents as records, which can increase storage costs. In addition, when litigation requests occur, companies can spend a huge amount of money and resources to locate records. In the case when a company is not able to locate records or to locate them on a timely manner, the company is subjected to a financial penalty or, more importantly, damage to the company's reputation. IBM Records Manager is an application and an engine that provides records management capabilities to existing business applications. It provides a single and consistent records management platform to help companies meet government and industry requirements for formal records management. This IBM Redbooks publication provides an introduction to records management and IBM Records Manager. Solution architects, designers, and implementers who plan to implement IBM Records Manager will find this book useful. It also serves as a guide for system administrators or records administrators in performing common records management administration tasks in IBM Records Manager. Lastly, the first part of this book serves as a good starting point for anyone who is interested in exploring the world of records management.

IBM Commerce Module for OmniFind Discovery Edition integrates IBM OmniFind Discovery Edition with IBM WebSphere Commerce. The integration helps online retail and catalog companies convert shoppers into buyers by making it easier for people to find the right products and services that match their specific requirements from the Web. This IBM Redbooks publication provides an introduction to customizing the Commerce Module for OmniFind Discovery Edition using OmniFind Discovery Edition APIs. We introduce some of the basic APIs and show examples of using them to run simple searches, refine search results, and navigate within the search results. Using a sample start store as the case study, we explain how to use the APIs to add or modify existing menus and navigation options and change the appearance and behavior of the existing sample store Web site. We show you how to work with OmniFind Discovery Edition search engine and pass multiple constraints to narrow searches for the online store. This book is intended to be used by system integrators and solution developers who will be working with the Commerce Module for OmniFind Discovery Edition and performing customization for the online stores powered by OmniFind Discovery Edition. Information center for OmniFind Discovery Edition Version 8.4: Primary product support resource for OmniFind Discovery Edition:

IBM DB2 Document Manager Version 8.3 is one of the newest members of the IBM Enterprise Content Management portfolio. Document Manager provides a secure and robust platform to manage the complete life cycle of business documents. It helps ensure accurate and up-to-date documents are available on demand. When configured with IBM DB2 Records Manager Version 4.1.2, the Document Manager solution also provide records management capability. Please note that the additional material referenced in the text is not available from IBM.

As more companies need to manage their e-mail to support regulatory compliance, litigation, and corporate policy and to improve system performance and productivity, the e-mail archiving and records management solution presented in this IBM Redbooks publication is here to rescue. In this book, we provide a general solution guide to address e-mail archiving and records management issues using the following IBM products: We describe the products’ roles in the solution and introduce the basic concepts behind e-mail archiving and e-mail records enabling. We cover features and functions of CommonStore, Records Manager, and Records Enabler, and address key areas to understand and consider when planning and designing each piece of the solution and the overall integrated solution. In addition, we discuss different system configurations, implementation paths, security, the end-to-end solution installation and configuration, and some advanced topics such as records disposition and discovery. This book is intended for IT architects and specialists who will be responsible in planning, designing, and implementing an e-mail archiving and records management solution. Please note that the additional material referenced in the text is not available from IBM.