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Collaborate 2013 Summary: UX, Mobile ECM, ROI

Monday, May 6th, 2013

Collaborate brought Fishbowl Solutions to Denver, Colorado this year. Overall, it was another well-coordinated and well-attended event. Special kudos go to Al Hoof and Dave Chaffee of the WebCenter SIG for IOUG (Independent Oracle Users Group). They spend a lot of time scheduling the WebCenter sessions, scanning the attendees who go to those sessions, and providing a friendly face each morning. Thanks again guys.

Here are some themes and hot topics that I picked up on this year. Some of these were discussed last year as well, but based on session attendance and booth traffic this year, these topics seemed to stand out even more and attendees dug deeper into benefits and ROI.

User Experience – Portals and Intranets

Some customers that deployed the initial versions of WebCenter Portal 11g struggled to roll it out on a large scale. Additionally, user feedback was pretty negative. Overall performance was poor and usability was marginal. Since those initial versions or patch sets, specifically PS2 and PS3, WebCenter Portal has become much more stable and usable. Customers have seen this as well, and they are now looking to evolve their initial deployments and create that next-generation intranet or portal.

One of the key considerations moving forward though is user experience. They want their portals and intranets to provide the flash or sizzle that make them inviting, but they also want the navigation to be intuitive and the contribution capabilities to be open yet governed. They are also looking for the overall user experience to be personalized, so that users have similar yet different experiences that help them to keep coming back. Lastly, they want their portals and intranets to be that true, one-stop shot that has always been the goal but has been hard to achieve. This means that they want to integrate data from other business applications, such as customer purchase history from PeopleSoft or JDEdwards, or employee expenses from E-Business Suite. The customers we talked to really stressed not only getting internal or external users to visit the intranet or portal, but also stay to consume or share information, and keep coming back. Again, the goal that customers are trying to achieve is to provide one view into the business processes or information that users need daily from one site – instead of having to jump between or open multiple applications to complete tasks or connect with others.

It was good timing for Fishbowl Solutions to be able to talk about portal and intranet use cases, and how those use cases could be further enabled or extended using our Intranet In A Box solution. WebCenter Customers are no different than other enterprise application customers – they all would like a starting point and “accelerator” to begin using the system. Fishbowl’s Intranet In A Box, as detailed in American Axle’s Collaborate presentation and white paper, helps them do just that. It also incorporates and enables user experience capabilities and application integrations, providing that portal or intranet jumpstart to build an enterprise system.

Mobile Content Management

No surprise that, once again, mobility and mobile content management were popular topics at Collaborate. In fact, they have been popular topics for many years now. I remember back to Collaborate 2010, which took place around the same time that the Apple iPad was released. Fishbowl Solutions announced its mobile strategy – extending WebCenter Content to smartphones – at this event as well, and it seems the excitement for mobile ECM has been building ever since.

2013 finds Oracle, and more specifically WebCenter, customers thinking about or planning their mobile strategy as it applies to content management. This seems to be the next evolutionary step for most organizations, which is being driven in party by the rise of the tablet and other mobile devices in the workplace. See our recent Mobile Tablet Application webinar for more details on tablet usage in the workplace. What used to be more of a pull from employees – I have a tablet, where are my business-enabled mobile applications and content? – is turning into a push from the business with governance and use case policies being put into place for mobile technologies. The reality is the mobile-enabled employee is the more productive employee, so organizations are providing this enablement but doing so with proper control and oversight.

This applies to extending high-value sales and marketing collateral, stored in Oracle WebCenter Content, to mobile devices as well. Customers that we talked to at Collaborate were aware of Oracle’s Application Developer Framework (ADF) Mobile, which Oracle announced in October of last year. We received questions on what the differences are between that solution and our Mobile ECM offerings, including our tablet and phone apps. The easy answer is that while Oracle ADF Mobile can be used to create feature-rich, powerful mobile applications, if WebCenter customers want to consume, share and interact with WebCenter assets from their mobile devices, they would have to build such an application themselves – pretty much fro scratch. Fishbowl offers packaged mobile offerings for iOS and Android, and we have customers in production with Applie iPads and Android tablets – including Banner Engineering (Collaborate preso and white paper).

Document Imaging – ROI

The last topic I would like to mention is document imaging. I’m not sure how many document imaging sessions there were at Collaborate, but I know the two I attended were packed. Document imaging and capture technologies continue to represent sure-fire ways to reduce business process costs. The most popular process where these technologies have been applied is invoice processing. Fishbowl Solutions was fortunate to partner with Land O’ Lakes for a presentation – here is their white paper as well – on their document imaging use case, and what really resonated in their presentation was the amount of manual invoice steps they were able to eliminate with document capture and imaging.

What stood out to me most from conversations at Collaborate was how hungry WebCenter customers were to realize ROI. Having made significant investments in the WebCenter stack over the years, they were looking for projects that would produce hard-dollar, measurable ROI. That isn’t to discredit how WebCenter is being used for websites, portals, or records management, but many times these use cases represent overhead that are much harder to measure. Document Imaging, and specifically Oracle’s end-to-end invoice processing system, helps organizations reduce invoice processing costs by reducing labor costs and late fees, while also making it possible for organizations to realize early pay discounts. For these reasons, I expect to see more WebCenter customers ramp up imaging projects over the next few years.

Collaborate returns to Las Vegas next year and will be held at the Venetian. Until then, good luck with your WebCenter projects, and feel free to contact Fishbowl if you need any assistance.

Reach the Oracle WebCenter Summit with Fishbowl Solutions at Collaborate 13

Wednesday, April 3rd, 2013

I have been using the analogy that sometimes getting WebCenter projects started, progressed or completed is like climbing a mountain. Customers aren’t always sure where to begin, how to stay on path, or what obstacles may lie ahead. Most customers seem to want to evolve their WebCenter use cases, say from standard content management to an enterprise portal, but not knowing such things as the amount of effort required, technical complexities, and deployment options tends to keep such projects at the base of the proverbial WebCenter mountain.

What better place to start your trek up that mountain than Denver, Colorado – site of Collaborate 13. Fishbowl Solutions will be there, and we would enjoy discussing your WebCenter projects and how we might assist in helping those projects get started, progressed and completed – avoiding the cliffs and jagged rocks along the way. We would also like to share with you some new and exciting ways that your trek can be made easier through our value-add WebCenter solutions. Here is a quick description of the solutions we will highlight at Collaborate 13:

These solutions will be demonstrated in our booth – #1277 – and will be discussed across our six presentations. Be sure to check out our Collaborate 13 page for all the details on our Collaborate activities. We look forward to helping you start your WebCenter ascent at Collaborate 13.

Upgrading to Oracle WebCenter Content 11g: Use Upgrade Assistant or Migrate Content to a New Instance?

Thursday, March 28th, 2013

This post comes from Alan Mackenthun – Fishbowl’s Technical Program Manager.

We held a webinar recently to introduce our 11g Upgrade Package. One good question was asked a couple times and really merits a better answer than could be delivered in the Q&A session so I thought we could elaborate a bit more here. The question is: Is it better to use the 11g Upgrade Assistant to upgrade in place or to migrate everything to a fresh new 11g instance. The short answer is – It depends:)  Another good answer is – Neither.

You may now understand why I wanted to expand on the short answers given at the end of the webinar. I’ll describe the two approaches below as well as a potentially better 3rd way.  Whichever approach is selected, the process needs to be well thought out, clearly defined, and tested before doing anything in production.

Migrating to New Instances

Migrating to new instances isn’t really an upgrade, but it is very common. For a long time, this was the standard recommended way that we’d execute upgrades. In this scenario, wholly new  instances of Content Server are installed and all configuration, status information, and content is migrated to the new instances. This is necessary if you are planning to change the variety of hardware or database to be used going forward.

Care must be taken to get all configuration migrated. The Configuration Migration Utility (CMU) is used to migrate the bulk of the configuration, but archiver is used to migrate custom table data. Also, many add-ons or optional components require special steps to migrate other relevant information.

The migration of content is typically performed with the Archiver applet. This process is error prone and needs to be monitored carefully. Migrating content in a workflow lies somewhere between difficult to not supported. If a lot of content needs to be migrated, a custom process is likely to be recommended. If the instance manages a lot of content, a migration can take a long time and this needs to be accounted for in the planning. Fishbowl has created the Content Migrator to support the migration of content from one instance to another without needing to use Archiver.

It’s all doable, but migrations are usually more complicated than the other options.

Upgrade Assistant

Use of the Upgrade Assistant allows for ‘in place’ upgrades.  The high level process involves:

  1. Installing WebLogic Server (or the supported container of your choice)
  2. Installing the WCC installation files
  3. Then running the Upgrade Assistant pointing to the existing instance of Content Server.

The Upgrade Assistant will take over the existing instance and upgrade the file system and database schema to support 11g. It will disable any older patch components and enable the 11g versions of any standard components. It will also disable any custom components and give you the list of these. For this reason, it is very important to do this in a quality dev environment 1st as it will take time to enable, test, and likely fix any custom components in use in your system. Once the dev instance is upgraded and tested, the production instance is upgraded in exactly the same way, but after the Upgrade Assistant finishes, you can install the upgraded components from the dev instance, restart and do your final system testing before turning it back over to your users.

The benefit of leveraging the Upgrade Assistant is that you don’t have to migrate the configuration and content to the new instance. If you aren’t changing your search index (Verity is no longer supported in any way), you don’t have to immediately rebuild your search index either though it is highly recommended that a rebuild be completed after the upgrade.

The downside of this approach is that you are directly working in the production instance. There is no way around significant downtime and if something goes wrong you’re under the gun to rectify it immediately or you have to restore everything from tape and try again later.

Copy & Upgrade in Place

The 3rd options is to make a copy of the production instance and upgrade it in place.  As long as you’re not changing the variety of operating system or the type of database, this has worked well for us. If there’s a lot of content, the copying itself can take a fair amount of time, but then the upgrade can be executed on new and refreshed hardware and the production system need only be down while the copy is being made. After the copy, the old Content Server can be restarted in read only mode until you can switch over to the new system.  Sometimes this is only done to make a new dev or stage instance if the old instances were out of sync. After having run the upgrade in those two environments, customers may be comfortable running the production upgrade in place.

If you’d like us to assist you with an upgrade to WCC 11g we’ll ask that you complete an upgrade questionnaire. We put this together to most efficiently estimate the level of effort for an upgrade. Some of the questions included on the questionnaire help us determine which of these approaches might best fit your needs.

If you’d like to see what we think, please email any of us here or sales@fishbowlsolutions.com and request a copy of the upgrade questionnaire.

Fishbowl Webinar – A Path, Package, and Promise for WebCenter Content 11g Upgrades

Wednesday, March 20th, 2013

Oracle Universal Content Management 10gR3 was released in May 2007. Since that time, Oracle WebCenter Content 11g has been released, and Oracle WebCenter 12c is on the horizon. For 10gR3 customers, the next step down the WebCenter path is to upgrade to 11g. However, some customers don’t know where to begin in terms of an upgrade – not when their current version is supporting numerous business processes, contains thousand of high-value content items, and has been customized numerous time to meet business requirements.

Join Jason Lamon, Senior Marketing Associate, and Alan Mackenthun, Technical Program Manager at Fishbowl Solutions as they discuss Fishbowl’s path, package and promise for WebCenter Content 11g upgrades. They are also privileged to be joined by Mike Kohorst – IT Application Manager at Ryan Companies, who will discuss their recent 11g upgrade success, as well as their future plans for the system. We hope you will be able to join us!

Date: Thursday, March 21st
Time: 1 pm EST, Noon CST
Register: https://www2.gotomeeting.com/register/684506914

 

How to Assign a Group of People to a Disposition Action using Oracle WebCenter

Tuesday, February 5th, 2013

The following blog post comes from Fishbowl Senior Software Consultant Alan Mackenthun. Alan is Fishbowl’s resident records management expert and has been architecting such systems for over nine years. In working with a WebCenter customer, Alan was able to propose a solution that will enable the customer to configure WebCenter so that a group of users can be dynamically assigned to review dispositions. This isn’t a well-documented feature so we wanted to share it with the rest of the WebCenter community.

At its core records management is the management of the destruction of content when it’s no longer needed.  Usually, business processes dictate that someone review the content and approve destruction before the content is permanently deleted. Out of the box, you can either assign a specific user as a reviewer on a retention step or you could allow the default system reviewer alias to review dispositions, but there was no way to assign a group of users or to dynamically assign users.

Assigning a specific user may work in smaller organizations but even then, if a specific user is assigned and then they go on vacation or leave the company, all related disposition rules would have to be found and updated.  It was very difficult to make this work in a larger organization where document owners could be spread among separate business units or departments.

With the enhancement documented in the TKB referenced below, you can easily reference an alias in disposition rules.  To do so simply enter:

alias:<myAlias>

as the reviewer where “<my alias>” is the name of the alias you’d like to reference.  The real benefit here is that if you have Departmental Record Coordinators (DRCs) who review content in certain categories scheduled for destruction (disposition), you can assign the alias rather than named users.  Then if the DRC changes, the client only needs to update the alias, rather than all categories where that DRC was referenced.

Additionally, leveraging the ability to reference a script function gives you much more power.  Some categories of content, such as correspondence or memos, span all business units and departments.  On the other hand, there isn’t one person or group in an organization who should be approving the destruction of this content.  Instead, this feature allows you to reference a script function that can take the value of a business unit and/or department metadata field and map the value of this organizational unit to a user or alias who would be assigned as the reviewer. To do so simply enter:

script:<myScript>

as the reviewer where “<myscript>” is the name of the custom IdocScript function you’d like to reference (of course we at Fishbowl would be happy to help implement such a function if needed).

Oracle Support Document 1470906.1 (How to Request Approval Notification for a Group of People for a Disposition Action) can be found at: https://support.oracle.com/epmos/faces/DocumentDisplay?id=1470906.1