Whats New in Documentum xcp 2.3

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1 Whats New in Documentum xcp 2.3 Nick King Copyright 2016 Dell.. All rights reserved. 1

2 Agenda Introduction to xcp xcp Strategic Themes for What s new in xcp 2.3 Analyst View xcp Roadmap Early Access Program 2

3 Introduction to xcp 3

4 xcelerated Composition Platform (xcp)? All businesses need custom applications this won t change anytime soon. The most valuable ones have An elegant, intuitive user interface Combine information from multiple sources, and/or Require sophisticated business logic Unfortunately, coded Custom Applications are costly to build, maintain, integrate and upgrade xcp is a Rapid Application Development platform that allows you to quickly and cost-effectively compose modern applications to expose & exploit the full value of your information 4

5 The Benefits of xcp Automated Measure content and processes Effectively manage changes Easily delegate or hand-off work Higher bandwidth and efficiency 5

6 THE SWEET SPOT xcp Case Mgmt Transaction Content Mgmt Complex Business Logic Library/DMS Custom UI Custom UI Simple Process Complex Processes Complex Processes Content Management Content Management Content Management Content Management 6

7 USE CASES Accounts Payable HR employee onboarding Employee performance reviews Investigative Case Management Service Procurement Customer Service & Warranty Claims PUBLIC SECTOR FINANCIAL SERVICES INSURANCE HEALTHCARE Benefits eligibility Social services (HHS) Courts case management Dispute resolution Mortgage lending Loan servicing Banking and wealth management account opening Property and casualty claims processing Insurance underwriting New account opening Medical/dental reimbursement New member enrollment Electronic patient records 7

8 CAPTIVA Enterprise Capture Enterprise Capture DOCUMENTUM XCP PLATFORM AN EXTENSIVE PLATFORM FOR BUILDING CONTENT CENTRIC CASE MANAGEMENT SOLUTIONS PARTNER SOLUTIONS Sample Apps Reusable Components ECD SERVICES PRODUCTIZED SOLUTIONS Design Patterns DOCUMENTUM Design Tool xcp (UI, Process, Design Data Tool Model, Reports) (UI, Process, Data Model, Reports) IN-HOUSE CUSTOMER SOLUTIONS Content, Metadata, DOCUMENTUM Library PLATFORM Services, Security Best Practices Process Engine Analytics Reporting Content, Metadata, Library Services, Security Customer Communications XPRESSION Customer Communications DOCUMENT SCIENCES 8

9 Integrated Composition Tool: Entity Modeling 9

10 Integrated Composition Tool: Process Modeling 10

11 Integrated Composition Tool: Query Modeling 11

12 Integrated Composition Tool: UI Composition 12

13 BRINGING IT ALL TOGETHER 13

14 xcp ECM Leverage the power of the platform Key Themes Increase flexibility and ease of deployment Lots of new UI widgets and composition features Java-free content transfer Better Together with LEAP Next Gen Viewer Increased developer productivity 14

15 Leverage the power of the ECM platform Exposing more of the underlying Documentum repository capability to enable richer applications 15

16 Leverage the power of the ECM platform Full Cabinet Support Base cabinet type Custom type modelling - attributes - relationships - type Fragments - business Events Search modelling - RTQ - FTQ - TLQ Process package use Cabinets not exposed for BAM 16

17 Leverage the power of the ECM platform Full Permission Set Support Permission set class - Template - Public - Regular System aliases - dm_owner - dm_world Support for aliases 7 levels of permission Extended permissions 17

18 Leverage the power of the ECM platform Runtime Lifecycle Support Lifecycle Parameter type Process Lifecycle Apply activity Process Lifecycle activity - Promote - Demote - Suspend - Resume Lifecycles created in Composer 18

19 Leverage the power of the ECM platform Full Alias Set Support Alias Set modelling - Users & Groups - Cabinets & Folders - Permission Sets Use in Permission Set templates Use in Task performer assignments Values can come from parameters 19

20 Leverage the power of the ECM platform Multi-file Check-in User can select multiple files for check-in Seamless check-in supported Missing files manually selected 20

21 Java-free content transfer mechanism Ensuring users have a simple content management experience though a modern browser extension mechanism 21

22 Java-free content transfer mechanism Browser Extension Model No dependency on Java Relies on framework of browser - Chrome - Firefox - Internet Explorer HTTP(S) file upload & download EXTERNAL RUNTIME parent/child stdio IPC Supports same functionality - seamless editing - Outlook drag & drop External Python runtime handles transfer Extension / add-on installed on first use APP SERVER HTTP(S) download Browser Extension BROWSER EXTENSION JavaScript event pub/sub Web Page 22

23 New widgets and composition features Giving developers the tools they need to meet business requirements with a userfriendly user interface 23

24 New widgets and composition features Page Layout Enhancements Page Outline view - accessible from any Page Layout - shows all widgets on a page - simplifies selection of nested widgets Default widget label - Widgets without a label show (Untitled) Copy & Paste support - works with widgets and containers - all related interactions are copied - works across pages / fragments 24

25 New widgets and composition features Border Layout Widget Supports multiple regions in a panel - North - West - Center - East - South Regions can be collapsed / expanded Supports nesting of any other widget Regions can be removed / added Regions support events - Hide - Collapse 25

26 New widgets and composition features Accordion Widget Multiple panels in expanding accordion Single or Multiple panels open at once Accordions and panels can be sized Panels supports events - Hide - Collapse 26

27 New widgets and composition features Google Map Widget Supports all map types Choice of API - Static - Interactive Ability to set center and markers - Address - Latitude / Longitude creategooglemapmarkers function Map events - Set center by address or lat/long - Set map type - Set markers - Set zoom 27

28 New widgets and composition features Enhanced Result List Widget Separate data and display cell values Image column type - static - dynamic - navigation Improved pagination controls - jump to specific page - user page size selection Ability to set fixed height for widget User preferences for columns - Hide - Reorder - Resize 28

29 New widgets and composition features Enhanced Result List Widget Rows can be editable - definition of appropriate editing widget - changes trigger events Ability to set fixed height for widget Ability to get / set facet values 29

30 New widgets and composition features New Data Services Read - generated for all modelled types - similar to create and update - just requires r_object_id Read Default - generated for all modelled types - returns default attribute values Export to CSV - exports data from a result list widget - configurable result limit - configurable filename - exports data value from defined columns Download Content enhanced (plug-in) - open file - choose location 30

31 New widgets and composition features New Functions Conditional evaluation e.g. isstring Collection operations e.g. indexof Locale operations e.g. tolocaledatestring String functions e.g. ltrim, search & replace getdeviceprofilename getvalidationerrmsg geturlparameter 31

32 New widgets and composition features Collection Session Parameters Support for repeating models Stored during session only Enables new use-cases such as - Caching of query based picklists - Temporary storage of search results - Clipboard style functions 32

33 New widgets and composition features Widget Aspects New widget extension model Override widgets globally or locally Simplifies customisation of existing widgets Two widgets aspects shipped - Dynamic Label - Dynamic CSS 33

34 New widgets and composition features UI Event Enhancements New Action Flow scope - helps isolate UI events - cross step Cross browser-tab publishing - application level events - improved open items experience Keyboard shortcut support - Ctrl, Shift & Alt - A to Z 34

35 New widgets and composition features Action Flow Enhancements Set the Cancel button label Hide default buttons - Finish - Cancel New events within Action Flow - On Action Flow Launch - On Action Flow Next Page Navigation - On Action Flow Previous Page Navigation - On Action Flow Step Page Load New event for Cancel action 35

36 New widgets and composition features Comment Widget Enhancements Ability to set comment order - Oldest on top (default) - Newest on top Comment version display options - Version independent - Version specific - User selectable 36

37 New widgets and composition features Page Layout Options Master Page Width - Enables different viewport sizes - Helps build mobile-specific pages Dynamic Page Title - Adds context for users - Multiple tab usage becomes clearer 37

38 New widgets and composition features Additional Context Menus Relationship Manual Workflow Task - process level - activity level 38

39 New widgets and composition features Type Fragment Enhancements New attachment policies - Copy: attach fragment to a copied object - Version: attach fragment to a new version 39

40 New widgets and composition features Process Improvements Core extension library New activity templates - Create ACL - Lifecycle - Lifecycle apply Alias sets for performers Supports upgrade of applications that use these activities and XML instance types 40

41 New widgets and composition features Navigation Consistency Common navigation options - None - Static page - Expression based page - Fixed URL - Open in new browser tab Additional UI Event options - external_url - browser_tab_target - browser_tab_url_params - force_navigate 41

42 New widgets and composition features Runtime Viewer Selection Viewers List data-service Design-time setting - Viewers and Formats (per format) - default preferred viewer (per widget) Runtime Behavior allows change on - button click - dropdown selection - role - etc 42

43 Enhanced developer productivity Streamlining the most common tasks without reducing composition flexibility 43

44 Enhanced developer productivity Process Debugger Support for sub-process execution No limits to level of nesting Console shows full trace 44

45 Enhanced developer productivity Query Preview Preview queries from Designer - Real Time Query - Full Text Query - Advanced Repository Query Supports user inputs Supports sorting Requires design-time environment and repository objects must be deployed 45

46 Enhanced developer productivity Advanced Repository Query Direct DQL data-service DQL introspection for inputs and outputs No need for stateless process Ability to set max result size Supports preview feature 46

47 Enhanced developer productivity Model Only Deployment Optional setting in run configuration No packaging or deployment of WAR Faster deployment of repository changes - object model - processes 47

48 Enhanced developer productivity Java Extensions Removes the problem of duplication of shared libraries that exist today with 2.2 Java Library - bundle of jar files and property files - referenced by Java Modules Java Modules - interface JARs - implementation JARs - supporting Java Libraries Existing Java Services & Java Modules will be migrated into new Java Modules 48

49 Enhanced developer productivity External Tomcat Preview Mode Only supports Tomcat Can be local or remote Allows development on low-spec desktop Internal Jetty option still available 49

50 Additional application migration options Supporting migration of the repository configurations of an xcp 1.x application 50

51 Additional application migration options Migration Navigator Migration of more artifacts - Permission Sets - Composer Types - Business Processes - Alias Sets Batch processing - Definition of migration rules - Migration log Replacement for previous Type Adoption Choice for dm_sysobject migration - Business Object - Content Structured Data Types migrated as Business Objects with relationships 51

52 Reduced TCO Taking cost out of infrastructure and software requirements 52

53 Reduced TCO xda Re-packaged xms Agent SpringBoot application No dependency on external app server Supports multiple target environments Improved performance 53

54 Reduced TCO Optional Services xcp services optional for deployment - BAM - xplore - CIS - CTS Enables light-weight developer machine - model and test repository objects and UI to test locally - deploy to integration environment to test other services Updated Certifications JBoss Application Server Tomcat 8 Windows 10 client environment Edge Browser 54

55 Analyst Research 55

56 Gartner MQ March 2015 October

57 xcp Roadmap 57

58 Safe Harbor Disclaimer This presentation contains forward-looking statements as defined under the US Federal Securities Laws. Dell EMC makes no representation and undertakes no obligations with regard to product planning information, anticipated product characteristics, performance specifications, or anticipated release dates (collectively, Roadmap Information ). Roadmap Information is provided by Dell EMC as an accommodation to the recipient solely for purposes of discussion and without intending to be bound thereby, and is subject to change without notice. Roadmap information is Dell EMC Confidential Information, and is provided under the terms, conditions and restrictions defined in the Dell EMC Non- Disclosure Agreement in place with your organization. 58

59 Documentum xcp All dates in blue are past GA dates All dates in orange are targeted GA dates All items in purple are exploratory work with no targeted GA date yet. VERSION GA DATE EOPS DATE EOES DATE AUG JUN JUN AUG APR APR SP1 20 DEC APR APR SP2 28 FEB APR APR SP3 14 DEC DEC DEC NOV NOV NOV MAR MAR MAR JAN JAN JAN JUL JUL JUL 23 Next Exploration xcp 2.2 Recent & 1H 2016 xcp 1.6 SP3 xcp 2.3 xcp 2.4 Beta/GA Q1/Q Developer Productivity 64-bit Designer optimized to give >60% performance improvements Configurable auto-build setting Simplified configuration of UI events Improved layout options for widgets Consistent use of queries and stateless processes including sorting at runtime Runtime Enhancements Drag & drop from Outlook UI composition for base content & folders UI validation framework Custom error & success notifications Multi-select action framework Hit-count display in result list widget Certifications IE11 Provide Bridge to xcp 2.x Waive 1.6 SP2 extended support fee for first year Primary support for 1.6 SP3 to 2018 Extended support for 1.6 SP3 to 2019 Certifications Content Server 7.2 support Updated browser certifications ECM Leverage Power of Platform Cabinets, Documentum Permissions, Alias Sets and Lifecycles Java free content transfer Migration Navigator for Legacy processes Build Powerful Applications New Border and Accordion Layouts New Editable Data grid and Google Maps widget Enhanced Result List and Button widget DQL Query with Preview 25 New OOTB Functions Copy/Paste of widgets across pages Deployment made Easy Reduced TCO (optional CIS, CTS, BAM, xplore) Model Only Deployment Lightweight Deployment Agent Re-launched xcp Community Support Next Gen Viewer Introducing new viewer for pdf, image and office formats. Better Together with LEAP Seamless document exchange from xcp via LEAP-Courier. Native ios mobile client for xcp via LEAP-Express. Enabling esignatures from DocuSign for approving a process or document. Deployment made easy Support for Docker & Bedrock Application Deployment Diagnostic tool Improved UI performance over Internet Explorer Cloud Enabled xcp Enable next gen, casual user based Case Management on Cloud - Alpha and Beta BPM services on Cloud 59

60 xcp 2.4 Early Access Program Announcing the Early Access Program for the following: xcp Courier xcp Express Mobile xcp DocuSign Duration approx 4-6 weeks Timelines Tentatively towards end of Q4 Action today Sign-up for Beta program!! 60

61 xcp Enabling powerful content-rich Process Management 61

62 JOIN THE CONVERSATION! #MMTM16 ECD SERVICES Take the LEAP personality quiz and win! Genius Labs Garden Level Foyer Connect with us 62

63 MOMENTUM BARCELONA APP AND WIN! BEYOND SILOS Play the BEYOND Game and win a Raspberry Pi pre-loaded with InfoArchive 63

64 LET US KNOW WHAT YOU THOUGHT Take the Session Survey 1. Open the schedule with the Momentum App 2. Go to the session you attended 3. Open Session Survey 4. Answer the 4 questions and submit. Thank you! 64

65 65

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