FileNet Training

April 22, 2023

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FileNet Overview Introduction to Content Engine Introduction to Process Engine Introduction to Aplication Engine FileNet in General Case Studies & Excercises Queries

Agenda

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An Office Environment

Reception Internal Office Staff

@

How do I manage all the content? Let

it be in store

Storage

Paper Form

4

An Office Environment Contd…

I need my document

Please wait while we find your document

How do I search one document from so many?

Other Problems due to Manual Processes

Mail

Manual Receiving

Users

Web

Manual StorageDocuments, Forms

& Images

Lots of Unstructured

Content Organization's Environment

Various Departments Global Offices

Problems Faced during Information Retrieval

Missing Information

ComplianceIssues

Time Consumed

Manual Verification Customer Service

Cost & Effort

Paper Forms

Users & Data Sources

It’s not enough to “M

ANAGE” Content !

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What is Enterprise Content Management?

Content

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Collaborate

Create, access, and manage

Search

Secure

Lifecycle management

Archive

ENTERPRISE WIDE

Print Output

Enterprise Applications(Invoices, Statements, etc.)

Databases

Forms

Photos, Graphics, Video

Email

Web Pages

Paper Documents & Files

Electronic Documents

Fax

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Enterprise Content Management“Enterprise Content Management: the technologies, tools, and methods used to :

• Capture• Manage• Store• Preserve &• Deliver content across an enterprise.”

Reception Internal Office Staff

@

How do I manage all the content? Let it be in store

Storage

Capture Manage

Store & Preserve

Deliver Content Across Enterprise

How FileNet function as an ECM Product

MANAGE

PRESERVE

STORECAPTURE

DELIVER

Document Imaging (FileNet Capture)

Forms Processing (FileNet Forms

Manager)

Email Management(FileNet eMail

Manager)

Indexing

Categorization

Paper | Optical

Office Documents | Forms | Rich Media

e-Forms | XML | CAD Drawings

Paper | Internet | Extranet | Intranet | Portal | E-Mail | Fax | Mobile Devices

(FileNet WCM)

Collaborative Reviews | Information Sharing | Team rooms | Discussion Forums

(FileNet TCM)

COLLABORATION

FileNet Repositories

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What is Business Process Manager?

Process

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Auditable

Consistency and control

Handle exceptions

Automate, streamline, and optimize

Simulate and analyze

Activating content

ENTERPRISE WIDE

Transactions

Web Content Review & Approval

Customer Service

Human Resources

RegulatoryCompliance

Contract Review

Connectivity

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People to people

Multiple repositories

Virtual Content Management

Systems to people

Systems to systems

CRMERP DataWarehouse

LegacyApplications

Other ContentSources

3rd PartyApplications

Email

Customers

Employees Suppliers

Partners

Business Process Management

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Content

Connectivity

Process

Process

CRMERP DataWarehouse

LegacyApplications

Customers

Employees Suppliers

Partners

Other ContentSources

3rd PartyApplications

Email

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BPM – Business Benefits Data Entry

• Reduce Manual Data Entry / reuse data once entered

• Improve time to capture data • Eliminate / reduce errors • Multi-Channel Integration• Better customer experience

Process Automation• Reduction of cycle time • Lower cost / higher volumes of

transactions• Effective SLA tracking• Process Monitoring and escalations • Equitable distribution of work • Real time visibility to processes

Process Optimization• Simulate processes • Eliminate Process Bottlenecks• Re-engineer processes • Increase ROI on existing systems

Handle exceptions faster and better • Better monitoring and capture of

exceptions• Auto-approvals • Straight through processing

Improved Decision Making• Better review process results in better

decisions• Faster decisions because of availability

of all data Consistent Execution

• Process driven rather than people driven• Better and predictable customer

experience

Increased Efficiency Enhanced Effectiveness

Improved Regulatory Compliance• Flexible system enables faster regulatory

compliance Supports changing market demands

• Facilitates implementation of newer processes and business models

Supports Agility

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Content Engine Architecture

1. APIs provide extensible Platform for development and cross repository queries

2. J2EE compliant application server

3. Highly scalable

4. Object-oriented, extensible metadata model for data representation

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Process Engine Architecture

1. Workflow enabled architecture

2. Email Notification

3. Rules Connectivity Framework

4. Process Task Manager – configure and manage process services

5. Workflow database

6. Component Integrators provides extensible Integration framework

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Application Engine Architecture

1. Workplace: 1. Build using WAT

framework2. Leverages XSL for

rendering3. Graphic interfaces –

PTM, PD, PCC , PA, etc

2. Content and Process API

3. Workplace Configuration and Customization

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FileNet Workplace Overview

Demo on Workplace

Demo on Customization

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Agenda FileNet Overview Introduction to Content Engine Introduction to Process Engine Introduction to Aplication Engine FileNet in General Case Studies & Excercises Queries

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Business Objects

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FileNet Document Lifecycle

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Workplace Overview My Workplace Browse Create/Modify Folders Create/Modify/Append/Annotate Documents Level of Customization Security

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Search Templates Type of Search Templates

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FileNet Enterprise Manager MMC console Administrative console Creation of Document Class, Custom Object

classes

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Q & A