metalogic lotus integratio
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Integration & Migration ToolkitSimplifying integration and migration of documents between Lotus Notes and Nuxeo
Bruce GrantJuly 2010
About metaLogic Long time IBM business partner (14 years) with
focus on Lotus product stack Experienced building, implementing and migrating
large Lotus collaboration environments Consulting, development, and related services Domino products: Enforcer, Pursuit, and Retriever Lotus Notes/Domino, Portal, Tivoli, Domino Document
Manager, Sametime, Quickr Nuxeo partner for 18 months
Looking to leverage Nuxeo for document-driven vertical applications
Developing toolsets to facilitate migration and integration with existing content systems
Why Nuxeo Engaged to review open source document
management solutions for a client Options narrowed to Nuxeo and Alfresco
Why did we propose Nuxeo to our client and select Nuxeo for ourselves?
License model – LGPL versus GPL Source code – All source available to everyone Go to Market Strategy – Attractive partner model Platform – Ability to modify/extend/embed Nuxeo
Nuxeo Platform Architecture The platform approach enables us to extend the Nuxeo core,
build horizontal packages like Lotus IMT, and to build vertically-focused composite applications
Vision We have seen a demonstrated need for
migration and integration tools We see an opportunity to migrate content out of
existing Lotus Notes document applications We also see an opportunity to replace Domino
Document Manager with Nuxeo IBM offers some alternatives (Quickr, Filenet), but these
don’t address the same market space as Domino Document Manager
Our adapter-based toolset architecture enable content migration from other source systems (e.g., eDocs)
Our integration architecture will extend to include CMIS integration with other content systems Other common functionality in specific verticals (e.g.,
CAD viewer for engineering)
Vision
We see an opportunity to build document/content centric composite applications with Nuxeo as the core
Risk management for the construction industry Policy change management for insurance
Nuxeo platform approach makes this viable We use the core and higher level services we need We can override functionality without changing the
original distribution We can extend functionality with our own contributions We can embed Nuxeo as part of composite
applications
Composite Document Centric Application Architecture Example
Application Data and Logic
Browser
PrequalificationForm*
Java Server
VendorManagementApplication
Document Management: NUXEOUser Interactions: GWT (Google Web Toolkit)
Nuxeo Server
Rest APIGWT Servlet
Nuxeo RESTHandler
VendorsContacts
Risk Mgmt
DocumentRepository
AP
I
3rd Party Applications
CustomerFinancialSystem
Third PartyEstimation
System
Lotus Integration & Migration Toolkit (Lotus IMT)
Leverage our knowledge and experience with: Nuxeo Lotus Notes, Domino Document Manager Document management Content migrations and co-existence strategies
Migration value proposition Reduce cost and duration of document migrations Flexibility in migration without the need for custom
development Accurately preserve metadata and document content
Lotus Integration & Migration Toolkit (Lotus IMT) continued
Integration value proposition Continue to leverage investment in Lotus Notes and
custom applications Take advantage of a single repository for document
archiving (and searching) Applies to Lotus Notes email and custom applications
Use Nuxeo for archiving email and other content to facilitate discovery
Lotus IMT Use Cases Migration Use Cases
1. Direct connection to Lotus Notes database to extract documents and import into Nuxeo; process driven by XML configuration files
2. Export Domino Document Manager documents to XML (IBM utility) and then import into Nuxeo
Integration Use Cases3. User-initiated copy of documents from Lotus Notes
(email or application) to Nuxeo
4. Drag and drop filing of documents in Lotus Notes, then reflected into Nuxeo
5. Server-based listening/polling of specified Lotus Notes databases to extract documents and import into Nuxeo
Lotus IMT Use Case1. Direct Migration from Lotus Notes
Migration XML defines what gets migrated Definition example on next slide
Import adapter contains Notes-specific connection logic (uses a DIIOP connection)
MigrationDefinition
XML
Lotus NotesImport
Adapter
IMTImporter
NuxeoCore
NuxeoDocumentRepository
Lotus NotesDatabase
<?xml version="1.0" encoding="utf-8" ?>
<migrationmaps>
<mapset id="1">
<transactionparams batchsize="50" maxtoimport="0" pausetime="150" tempdir="c:/temp/nuxeomapping" log="c:/temp/nuxeomapping/log/map1.log" init="yes">
</transactionparams>
<sourceserver name="bingo.metalogic-inc.com" port="63150" userid=“service" pswd="password”></sourceserver>
<sourcedatabase id="1" name="mail/cmcleod.nsf" view="($All)" form="Memo“></sourcedatabase>
<filters>
<include id="1" value="60526" exact="n"></include>
<exclude id="2" value="project" exact="n"></exclude>
</filters>
<mappingrules>
<nuxeodoc type="File" defaultpath="/default-domain/workspaces/test" sourcefieldpathqualifiers="Form/From“></nuxeodoc>
<dominodoc flagasexported="n" fieldname="ExportedToNuxeo" fieldvalue="exported“></dominodoc>
<map id="1" source="Subject" sourcetype="String" targetns="dublincore" target="title" targettype="String" filter="1,2“></map>
<map id="2" source="PostedDate" sourcetype="String" targetns="dublincore" target="created" targettype="Date" filter=""></map>
<map id="3" source="PostedDate" sourcetype="String" targetns="dublincore" target="modified" targettype="Date" filter=""></map>
<map id="4" source="import" sourcetype="Value" targetns="dublincore" target="source" targettype="String" filter=“”></map>
<map id="5" source="$FILE" sourcetype="File" targetns="file" target="content" targettype="Blob" filter=""></map>
<map id="6" source="$FILE" sourcetype="FileTitle" targetns="file" target="filename" targettype="String" filter=""></map>
</mappingrules>
</mapset>
</migrationmaps>Migration Definition XML Example• Specifies document source, transaction controls,
and field mappings
Lotus IMT Use Case2. Indirect Migration using XML
As with direct connection, migration definition defines what gets migrated
IMT tools can be invoked from a browser command line or from another program
MigrationDefinition
XML
ExtractionUtility IMT
ImporterNuxeoCore
NuxeoDocumentRepository
DominoDocumentManager
Database(s)ExtractedDocumentMetadata
Blobs (on the file system) XML
Import Adapter
Lotus IMT Use Case3. Integration – User initiated copy
User interacts with Lotus Notes views and action buttons as they normally would
Requires code addition to Lotus Notes application (button and two libraries)
Lotus NotesDatabase
User
Selects EmailTo Archive
Selects LocationTo Archive Email
Initiates Archive
NuxeoRepository
Get List ofArchive Locations
Archive to Selected Folder
Lotus IMT Use Case4. Integration – Drag and Drop
Lotus Notes folders are mapped to Nuxeo folders User drops documents into a mapped folder and it
is automatically copied into Nuxeo Requires code addition to Lotus Notes application
Lotus NotesDatabase
User
Drag & Drop In Folder
Listen forNew Documents
NuxeoRepository
Archive to Mapped Folder
Lotus IMT Use Case5. Integration – Server Listener/Poller
Provides the ability to move specified documents into Nuxeo on a timed or event basis without end-user involvement
In all cases source documents can be flagged as exported to prevent duplicates
Lotus NotesDatabase
Administrator
Monitor/CaptureRules
CreatesCapture Rules
IMTController
Lotus NotesDatabase
Scan Lotus NotesDatabases
Copy MatchingDocuments
NuxeoRepository
Lotus Integration and Migration Toolkit for Nuxeo You should consider Nuxeo and Lotus IMT if you
have any of the following requirements… You plan to migrate off of Domino Document Manager You plan to migrate documents and workflow logic from
Lotus Notes applications You are interested in the ability to enable users to move
content into a backend document repository You would like to be able to capture content from mail-in
databases or other Lotus Notes applications You need to integrate your document management system
Lotus Notes and other systems
The Lotus IMT approach streamlines migration and integration, reducing migration and ongoing integration costs
For More Information For product information please contact
[email protected] or +1.905.629.7775 x225
Lotus IMT for Nuxeo solutions overviewhttp://www.nuxeo.com/en/solutions/lotus-notes
Lotus IMT product announcementhttp://www.nuxeo.com/en/about/news/metalogic-lotus-notes-integration-nuxeo-ecm
metaLogic blogshttp://metalogic.ca/web/guest/welcome/blog
More about metaLogichttp://metalogic.ca
More about Nuxeohttp://www.nuxeo.com