| By James Owen, Vince Casarez | Article Rating: |
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| August 8, 2007 01:45 PM EDT | Reads: |
16,738 |
Documents
This is a broad category for all documents including PDF, PowerPoint,
and Word along with files such as images and video. Many organizations
have a standard deployment for document management or enterprise
content management. Documents are an enabler to social networks when
they are shared, thus the sharing and publishing capabilities of the
content management system are extremely important. Several key feature
considerations include:
• Simple sharing model to easily grant access to everyone including specific users or groups.
• Search integration to categorize and quickly find relevant documents is essential.
• Rich publishing components with expiration and approval capabilities built in.
• Versioning of content so that changes can be tracked for regulatory and compliance reasons.
• Large volume storage and retrieval as everyone in the organization will need access.
• Document sealing so that only privileged users can gain access and read the content.
• Policies and business rules for archival and storage of documents.
• Easy authoring of documents similar to the previous description of wiki pages.
In order to be able to write one application but integrate any corporate standard for content management like Oracle, Documentum, or Sharepoint, Java Content Repository (JCR) 1.0 is key to insulating the developer and user from the back-end system. Leveraging another key standard, JSR-227, insulates the developer from having to connect the user interface to this back-end JCR standard.
Discussions
Quite obviously, organizations
need a place where users can share ideas and refine their thoughts with
others' input. Discussions provide a mechanism to keep their thoughts
and feedback organized. Many users today see e-mail as the system to
easily carry on discussions. This is why online discussions need
tight integration with e-mail to help manage these ad-hoc conversations
in a threaded or related way. In addition to e-mail, there are a set of Web services that allow developers to integrate threaded discussions
directly into their applications.
Instant Messaging and Presence (IMP)
Easily locating information workers and communicating with team members
and subject matter experts is essential to making everyone in the
organization more productive. They need to have the best communication
methods available to everyone when they need to accomplish a task.
This information must be available right at the point of interaction.
Users don't want a portlet of all the users or buddies known; they want
to know the presence of the owner of the document they need for their
customer. Both SIP and JSR 116 provide a standard way to find someone's
presence. And a specialized JSF tag allows developers to embed presence
directly in their application without needing to be an expert in the
SIP protocol.
Notifications, Worklist, and Tasks
With all the enterprise and custom applications that users interact
with each day, there is no easy place to find an aggregated list of all
the tasks they need to accomplish. Users have to visit one application
to submit and approve expenses. Then visit another application to
administer their benefits programs. Yet another application enables
them to order new supplies and products. But they don't have any single
place to track all these actions and their current status. BPEL and an
aggregated worklist are essential for users to get a handle on all
their processes, orders, tasks or actions. Then when you combine
personal and team-based tasks, the user has one area to go to find all
their deliverables. This worklist has to be easily configurable to
connect to all the different BPEL engines that are deployed for each
and every application within their company.
Events
Scheduling team meetings or events is one basic capability within
social networks. Whether the meeting is an in-person meeting or an
on-line meeting, teams need an easy way to schedule meetings (both
personal and team based) with the right participants. As these team
meetings are scheduled, each participant needs to be notified and will
then accept or deny the invitation. The two key standards in this space
are iCal and CalDAV. They both provide an easy way to integrate the
existing infrastructure with these new social networks.
Tags
Tags are a bit of information that each user is able to attach to any
object in the social network to help classify the information and make
it easy to find. It is a way to classify all information but from a
user's point of view. Not limited to a prescribed organizational
structure defined by a developer or business users, information workers
can create a user-driven categorization or Folksonomy. Combining the
power of these user-defined tags with some of the other services
mentioned above, the information and people can be linked and easily
discovered. There are few standards in this area; however, the
requirements for enabling social networks are twofold: a storage model
for this metadata with appropriate Web services and a JSF tag to allow
developers to easily add this service to their applications.
Links
Empowering information workers to take control over how new and
existing enterprise information is organized is critical for the success of
these social networks. Creating connections or links between
information such as linking a document to a discussion forum or a
document to a page is a key enabler. An architecture where each of
these services can easily be added to the system is required. The
second half is to provide a simple user interface for business users to
be able to link tasks with a specific document or to link a team event
with a set of documents. But rather than copying this information from
one location to another, it should be easy to link it directly. The
requirements here might not be as obvious but they have to leverage all
of the standards mentioned previously and provide a simple JSF tag to
allow developers to quickly get all related items to the object in
view. Tags and Links really bring all the services together to provide
a rich social network of people and information.
Key Social Network Considerations
Adaptive Services Model
All of these enabling technologies must also fit within the existing
infrastructure choices that have already been put in place for each
organization. Too often, Software as a Service (SaaS) offerings rely on
their infrastructure to enable all of these technologies but they don't
fit with the rest of the enterprise architecture. The alternative is
the need to "upgrade" to the new solution that replaces all of the
back-end servers that were already in place. In order for these new
technologies to provide real business value to the organization, they
must provide an adaptive services model to allow any back-end system to
participate in these dynamic social networks. In addition, this
adaptive services model must be componentized in such a way that only the
services required are plugged into the system. For example, if a
company has made a dedicated choice to not include presence and instant
messaging within their infrastructure for compliance or regulatory
reasons, then the UI that is designed and the rest of the services
should still work unchanged. An architecture (as shown in Figure 2)
allows for all these enabling services to be accessed via standards and
then using JSR-227 binding to a user interface is made very simple.
This way developers build their applications once, and at deployment or
at runtime, the back-end connection can be configured to work against
existing systems.
Figure 2: Adaptive Web 2.0 Services Architecture
Customization Architecture
In an
enterprise, there are many stakeholders for a typical application.
There must be a balance of application control for all these
stakeholders. Information workers must have the ability to participate
in a simple way that doesn't stifle the social network growth. Business
users need control over the information that is published and the
application evolution. IT needs to easily roll out new applications,
and manage upgrades and application patches. Managing all these desires
places a rigorous demand on the application infrastructure.
Customization patterns are quite common in the consumer Internet with sites like iGoogle and MyYahoo, where users can create their personal homepage and views of information. Although these features have been typically targeted at personal productivity, they enable information workers to rapidly share knowledge and evolve the application. Developers create the initial application and enhance it over time. Business users and lines of business like HR may also customize the site. Therefore, it is important that all changes to these pages be effectively managed. Avoiding over-lapping customizations is not possible, so an effective strategy for choosing which customizations "win" is important. In order for this type of information sharing to successfully enable a social network, information workers must have confidence the customizations they put in place will remain. For example, if they customize a component on their shared home page and then IT releases a new version, it must not discard or overwrite their customizations. Figure 3 shows how each of these services and standards can work together to provide a dynamic, integrated customization architecture.
Figure 3: Customization Architecture
Security
Although the enterprise may adopt
consumer Internet technologies, it can't adopt the same level of free
spirit that the Internet enjoys. Not all knowledge should be shared
with the masses, so social networks in the enterprise face a difficult
challenge. Out of all the links between people and information,
security policies are arguably the most important aspect of these
social networks. An information worker must never discover information
that they don't have access to and also must not discover its
existence. Security must be enforced, but these new Web 2.0
capabilities must remain simple, otherwise there is no gain in
productivity for the users and these social networks risk dying a slow
death. Some common security concerns for an enterprise social network
are described below.
As mentioned earlier, information linking is an important aspect of any informal social networks. If all this information was in a single place, applying security policies would be straightforward. Since this is not practical, technologies that enable linking information are required to store parts of this information outside of the normal security policies, even if it is as simple as a linked URL. If someone were to link a public page to a document on M&A, any knowledge of the existence of that page must not be discoverable by users without access permissions. Here are a couple of practices to consider.
1) The link resolution can rely on query time filtering. When the links from the page are requested, all the links are queried to discover if the requesting user has access. Those that aren't accessible are discarded from the results. This approach has a high level of security and for items that have small miss rates can be a very acceptable approach. However, this implies that there are two queries that get executed for each user access: one for the content and a second for the access permissions. There are query optimizations to be done but it will impact performance in some way.
2) Another approach is to keep the original security policies with the link repository. This produces more efficient queries, with the downside that the security policies must be kept in sync with the original repository. Normally, this would result in a small window of security mismatch. It is important to understand how much of a burden you place on the end user to understand the underlying security models. Take for example a user creating a page and adding a document to it. If the security for the page and document are coming from the same infrastructure, then the model exposed to the user is consistent and simple. If they are separate, the application must either keep the two in sync, or the user must understand the page security and the document repository security in order to share information with others.
There are some best practices that can be implemented when considering how to secure information in a composite application.
• Using formal social networks to define information access rights,
thereby ensuring that the information itself is secured. In order to
gain access to the information, users must be part of a specific group
and be authenticated as such.
• For an even greater level of control, information rights management
products may be utilized. These products encrypt the actual information
such that only those with access rights can access it. This has the
added measure of security so that if the information leaves the
repository, the initially defined access rights (emailing a document,
for example) are still enforced.
Discovery or Search
All information must
be integrated with common discovery or search infrastructures. The
primary integration mechanisms involve one or both of the following:
1. Integrating information artifacts within a single search index.
2. Federating real-time searches to the underlying information stores and returning an organized result.
Primary discovery mechanisms include search, tag clouds, pivoting/lateral searches and links navigation. Many of these discovery mechanisms are blending together. The typical usage pattern for weeding through the plethora of information in a Web 2.0 world generally involves combining search and navigation together. A user could start searching for a document he/she remembers as relevant from several months ago. After viewing the initial results, they may want to filter the results based on the author they recall wrote the document, they may want to simply start pivoting on tag words related to the search terms used, or they may want to follow links for a document that seems related.
Since many of the discovery connections and end points may be a person, the means to interact with the person in-context such as instant messaging/chat, phone and e-mail should be considered key components of the Enterprise Social Network.
Conclusion
For social networking technologies to be successful within the
enterprise, adoption is a key requirement. Ensuring that personal
productivity tools are built into social networking features can be a
way to significantly increase adoption. Information workers' primary
focus is accomplishing their tasks in an efficient way with disparate
information. The better social networking technologies are at
facilitating an individual's own information organization, the more
likely they are to be utilized in the enterprise. For example, if a
user is able to effectively mange their shortcuts to information with
tag words, they receive a primary benefit of this technology and will
use it. The fact that other co-workers may now discover information
deemed important by a subject matter expert is a benefit to the company.
At the heart of a successful social network lies the ability to easily connect information and people together based on a whole set of industry standards. Bringing Web 2.0 features to the enterprise that leverage existing enterprise information and application infrastructure allows companies to tap into all users' expertise and experience, which makes everyone more productive.
Published August 8, 2007 Reads 16,738
Copyright © 2007 SYS-CON Media, Inc. — All Rights Reserved.
Syndicated stories and blog feeds, all rights reserved by the author.
More Stories By James Owen
James Owen is a senior group product manager with Oracle WebCenter, responsible for page composition, social networking and content management technologies. He has been a featured speaker at industry conferences such as JavaOne, holds several patents in the content management space and was an active participant in the JSR-170 expert group.
More Stories By Vince Casarez
Over the past 12 years, Vince has held many key positions at Oracle. Currently, he is Vice President of Product Management for WebCenter, Portal, and Reports. He also has responsibility for managing the WebCenter development team handling the Web 2.0 services. Prior to this, he focused on hosted portal development and operations which included Oracle Portal Online for external customers, Portal Center for building a portal community, and My Oracle for the employee intranet. Previously, he was Vice President of Tools Marketing handling all tools products including development tools and business intelligence tools. Prior to running Tools Marketing, he was Director of Product Management for Oracle's JDeveloper. Before joining Oracle, Vince spent 7 years at Borland International where he was group product manager of Paradox for Windows and dBASE for Windows.
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Mark Wiseman 08/09/07 06:14:28 PM EDT | |||
Thanks for a very thoughtful and interesting article. |
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