What is the current version of your Document Management product?
The current version of Nuxeo DM is 5.4
What is the typical release cycle for your Document Management product
Major releases occur approximately once per year. Minor releases approximately every quarter.
Describe the Check in / Check out capabilities
Users of Nuxeo DM can download document for which they have edit rights for further revision. Users can choose to 'lock' or not lock the downloaded (checked-out) document. Locking ensures that no other user can edit while in checked-out mode. Upon document revision, the user can return the document to the DM repository, uploading it (checking in) as the same version, or as a new major or minor version. Comments and notes are available for each version. Locked documents are always available for preview or read-only mode, along with associated history and metadata.
Describe the Version Control capabilities
A document version is a representation of a document at a given time. A version can have its own text comment or label associated with it (major and minor versions), can be accessible in read-only mode, and be linked to the original document.
Does your product support compound documents? How?
Yes. Compound documents are supported across Nuxeo EP-based products, such as Nuxeo DM and Nuxeo DAM. Each document object can hold an unlimited number of actual electronic files. A word-processing document may have multiple renditions or translations, attached to the single document home page. A digital photograph may hold multiple resolutions or sizes as alternative files. Metadata and security are managed for the entire content object. Unique document URLs within the DM system permit usage of content across other web pages, documents, intranets.
Describe your document linking capabilities
Each document has its own unique static URL for easy linking across web applications or embedding in other documents. Nuxeo DM also supports the concept of relationships across managed items. Nuxeo DM integrates a relationship engine (called NxRelations) which coordinates all relations between documents and any subsequent updates. For example, when a document is destroyed, associated relations must be updated accordingly to ensure there are no gaps).
Are hypertext links used in compound documents?
We support either hypertext links (since every stored content item is addressable using a single URL) as well as internal relationship links using internal IDs.
What foldering / structuring capabilities does the product have?
There are several foldering capabilities available in Nuxeo DM by default, as well as a broad range of extended folder configuration or customization capabilities available by using the Nuxeo Studio design tool, or by using the APIs. The three default folder types are:
Describe the content import capabilities
Import of content into the DM repository can be done by end users, or with administrative tools.
Describe the document and text indexing capabilities
All Nuxeo DM managed documents are indexed in the document repository. The search engine the following functions:
Does your product support notifications?
Yes. Notifications can be triggered on a wide range of activities on documents, folders or workflow tasks.
Does your product support an offline capability?
Yes. Nuxeo DM has an offline secure client intended for information workers who need to have full access to corporate content while not on network/internet connections.
Can your product support images in the same repository as documents?
Yes, images can be stored in the same repository as documents, though some organizations may choose to have a separate repository for images. This can be determined by the customer business and technical requirements.
Describe the product's scalability to support volumes of images
The Nuxeo repository has been successfully tested in a production environment with 100 Million items, with no performance loss compared to a 10 Million item repository.
Do you support features for caching and prefetching of images?
Yes. Nuxeo DM and other EP-based applications uses the browser cache to cache the pictures and offer tiling systems to navigate in large images. Using this feature, the user only fetches the part of the picture being seen, can zoom in/zoom out and the right tile component is sent to the browser. This allows easy navigation even in multi-GB pictures, such as satellite or medical imagery.
Do you provide your own image capture tool? What third party products can be used?
Nuxeo DM supports a range of image processing and markup capabilities by default, but recommends third party high volume scan or capture tools for intensive customer requirements. Nuxeo has a partnership with Readsoft that includes supported connectors available from Nuxeo. Kofax is also commonly used by our customer community, and integrations have been built for specific customer deployments. The Nuxeo DM/EP internal image processing and manipulation capabilities are provided by the open source Image Magick toolset under the Apache 2.0 license.
Describe the product's image indexing capabilities
Image files can be automatically recognized upon import with the Nuxeo DM/EP file manager service. Image metadata can be extracted automatically as part of import. Metadata of images is fully indexed for search and retrieval.
Describe the product's image markup or annotation features
A range of preview, zoom in/zoom out, annotation, multi-user commenting and markup functions can be done on any image formats (as well as office document formats) with our capabilities that use the Annotea W3C standard.
What hardware devices are supported?
The scanner or multi-function devices supported are dependent on the third party scanning or image processing application used.
Workflow / BPM
Describe your solution's workflow/BPM capabilities
Nuxeo DM/EP includes a fully integrated, contextually available workflow engine that is based on the RedHat JBoss JBPM engine. It manages tasks such as:
Describe how your product's workflows are defined
There are 3 main ways to define a workflow:
Does your workflow engine work across all products/modules?
Yes. The workflow is completely transversal to the underlying Nuxeo EP architecture, and can interact with any component, module or application built with it.
Describe how content is processed / routed
The content is not itself moved during the course of a workflow, but surfaced to task participants via URLs, links, and references during the task notifications. Processing of content, however, can be built in a workflow stages as part of the Nuxeo Studio content automation events. As an example, specify a stage to render the final approved version into PDF, or publish to the corporate intranet after management review.
Describe the review and approval capabilities
Nuxeo DM/EP offers two default document-centric processes:
Describe how workflows are managed and administered
The workflow engine in Nuxeo DM/EP provides direct access to JBPM, with re-usable building blocks (handlers, document operations, graphical interface) in order to make it easy to manage, administer and customize processes.
Is there a visual workflow configuration tool?
Yes. The Process Editor provides visual workflow configuration and is part of the JBPM engine embedded in Nuxeo DM/EP.
Do you provide process modeling or analytical reporting tools?
Partially. Extended reporting and analytics are on the Nuxeo roadmap. Reporting today can be done with simple search, sort, navigation with export to XML, CSV, etc. For extended reporting today, integrations have been done with tools such as JasperSoft, BIRT, Intalio, BonitaSoft, and other advanced BPM, or reporting tools.
Do you provide role-based, name-based workflow?
Yes. Workflow processes can be attached to different groups, roles or documents.
Describe any extended BPM functionality
jBPM can be used for many advanced use cases. The default Nuxeo DM/EP integration uses it for basic workflow management for document-centric use cases, but it can be (and is widely) used for complex BPM, SOA orchestration or pageflow management.
Are the work queues stateful? Can they be load balanced?
Yes. Work queues are stateful and can be load balanced.
Content and/or Email Archiving
Describe the content archiving capabilities. What types of archiving do you support?
Content archiving can be done with any item stored in a Nuxeo DM/EP-based application: office format documents, images, digital assets, PDFs, engineering drawings, email, etc.
Is the archiving functionality your own? Are third-party products supported?
Yes, content archiving is part of Nuxeo DM/EP. As well, we are engaged in a joint integration project with KOM Networks to deliver an end-to-end integration with their archiving / storage products.
Do you have a separate repository for archived content?
Archived content can be in a separate or the same repository depending on the customer business and technical requirements. Several physical repositories (the "Nuxeo Core" component of the Nuxeo EP architecture) can be attached to the same application. Thus, each can have specific usage defined for each, and content can be transferred between them. It does not impact the application code or the business logic, and the content is completely available. It is an optimal way to partition an application to tune performance according to the usage topology of each Core Server.
Do you provide an E-mail archiving solution?
Nuxeo DM supports email capture of items from:
Records Management Capabilities
Describe your current and future Records Management capabilities
Nuxeo DM/EP has a broad range of services to manage the status of content, its metadata, lifecycle and access controls. Features by default packaged into Nuxeo DM include:
Do you have a separate repository for records management? or can records reside in the same repository as work-in-progress documents?
By default records are managed in the same repository as active documents. However an organization can choose to deploy the product to support separate repositories as business requirements dictate.
Can the records management capability enable content to be put "on hold" in any repository?
By default items can be put "on hold" in any Nuxeo DM/EP based application. For external third party repositories, not at this time.
Social and Collaboration Capabilities
Describe the collaboration capabilities of the product
Collaborative capabilities are core part of the Nuxeo DM/EP and packaged into the Document Management product by default. Collaborative features include:
Is the same repository used to store and manage documents also used for collaborative / social media content?
Yes. Collaborative content types are stored in the same repository. Blogs, wikis, discussions, comments and annotations/markups are all part of the Nuxeo DM content repository. For implementations using the OpenSocial integration, it means that content can be consumed/presented in Nuxeo DM while residing in its originating application. The OpenSocial open API allows the access and sharing of content from external applications using "gadgets", allowing simple mashups of aggregated content from sources such as external news sites, portlets for workflow task lists, recent documents, workspaces, web pages, or utilities such as bookmarks, text editors or external news feeds.
Does the product support threaded discussions around documents?
Yes. threaded discussions and comments on documents are supported.
Does the product allow users to set up their own collaboration workspace?
Yes. By default all users can create collaborative team or personal workspaces, though business rules can be configured to restrict this if desired. Team workspaces can be created in a hierarchical navigation tree. To create a new team workspace, the end user simply clicks a button to create a new item, selects the 'workspace' item type, provides a name, description, metadata or any access control restrictions. Once created, users can begin to contribute documents, notes, blogs, discussions, sub-folders, pictures or any other content type that may have been defined by the organization for its DM application needs.
Do you support collaboration outside the firewall? External Users?
Yes. Organizations can choose to grant access to particular sections of the DM application to external parties for secure, specific access to collaborative content and workspaces.
Describe how your product supports wikis, blogs and communities
Basic blog and wiki support is provided in the Nuxeo DM product by default. End users can create these new content types in team workspaces, share them with other users/groups, manage their lifecycle and access controls as with any other content type. OpenSocial support permits the viewing of externally stored community, wiki, blog content within the context of a user's personal dashboard.
Describe how your product supports application sharing or projects
Common project structures can be created by templating team workspaces to ensure that common metadata, content types, or documents can be re-created consistently with each new project. Applications created on the Nuxeo Enterprise Platform can be shared with Nuxeo DM or other Nuxeo EP-based applications by:
Web Content Management and Publishing
Describe your WCM and Publishing capabilities. What third party tools are supported?
Simple web publishing, creation of intra/extranet pages are part of Nuxeo DM and the Nuxeo Enterprise Platform. Advanced functionality needed to build web site, stage approvals and launch public facing web sites are typically done via integration with third-party components (dedicated WCM or portal products). Nuxeo has been working on various integrations with WCM solutions (such as Drupal, eZ Publish or others) relying both on native APIs and the CMIS capabilities of Nuxeo EP.
Describe web content authoring capabilities
Nuxeo DM provides the authoring environment for documents and other content types (blogs, wikis, discussions, images, etc) that can be marked for publication via metadata or workflow approvals. The authoring capabilities include full DM versioning, granular access controls, metadata and tagging support, renditions/publication based on rules or workflow stages.
Describe your workflow capabilities for content approval / publishing
Nuxeo DM and the underlying Nuxeo EP architecture both support broad workflow capabilities as part of content approval and publication. Serial or parallel workflows can be created ad-hoc or templated by end users or system administrators. Tasks are assigned to users/groups, and business rules can automate the publication, rendition of final content into a Nuxeo DM/EP application web page or into a third party WCM application.
Does your product publish content into formats that are web-viewable?
Yes. Content can be published into HTML, XML, or rendered into PDF or PDF/A.
Describe how the content is delivered to a WCM
Content is delivered via the publication services components that are inherent in Nuxeo DM/EP.
Does the application provide multi-channel output capabilities?
Yes. Multi-channel output is handled by the rendition engine that is part of the underlying Nuxeo EP architecture. It can render documents for different channels, including web, mobile, etc. It is easy to define or identify a new rendition form and configure the rendition service to push the preferred format to the identified channel.
Metadata and Information Access
Describe the search and retrieval capabilities including the search engine(s) used by default
The search engine used by Nuxeo DM/EP is dependent on how the back-end repository is configured. The most common implementation is to use the Nuxeo Core "Visible Content Store" (VCS) option. When this is deployed all of the indexing is performed by the underlying database (PostgreSQL, Oracle, MS SQL, etc). In less common implementations using the JCR backend, the Apache Lucene engine is used.
Which third party search engines are supported?
Integrations with third party search engines are supported. Currently connectors for Exalead, Sinequa, Antidot and Arisem are available.
Does your product support search across multiple servers /document database?
Yes. Users authorized to access multiple Nuxeo DM repositories can search them simultaneously from one single search UI.
Does your product allow searches to be performed against third-party content stores / repositories
Content applications leveraging CMIS can search Nuxeo DM and other compliant repositories, however the default Nuxeo DM search capability does not search third party repositories.
Describe your product's metadata management
The Nuxeo DM/EP base metadata structure for content uses the Dublin Core standard to ensure longevity and interoperability of content descriptors and associated information. Out of the box content capture forms reflect the standard Dublin Core fields (author, language, coverage, etc.). Organizations typically will want to create, rename or otherwise modify the metadata to meet the needs of their business. New metadata fields can be added with the graphical UI provided by Nuxeo Studio, allowing non-developer business analyst/information architect roles to tailor metadata fields. Alternatively, developers can leverage the fact that Nuxeo DM uses XSD schemas to define metadata. Management of complex XSD types are supported, allowing technical administrators to use this to manage metadata.
Does your product support Taxonomy development and usage
Yes. Taxonomies can be created and used in a variety of ways. Nuxeo DM/EP supports an abstract interface to use vocabularies (including hierarchical) from external data sources such as SQL databases or other enterprise applications including SAP for optimal synchronization and consistency of corporate taxonomies.
Does your product support summarization, automatic content classification or semantic linking?
Yes. Nuxeo applications can support content auto-classification and named-entity extraction capabilities via optional modules available for download in the Nuxeo Marketplace. An automatic classification package, as well as a semantic linking package that uses the Apache Stanbol semantic engine (formerly known as the IKS FISE project) are available.
Other Key Features and Capabilities
What languages are supported? How are products localized?
Nuxeo provides a localization toolkit openly under LGPL, and have a broad global community of customers and partners who help to quickly expand the language set supported. Currently, Nuxeo DM is available in: Basque, Catalan, Chinese, English, French, Galician, German, Greek, Italian, Japanese, Polish, Portuguese (including Brazilian), Russian, Spanish, Vietnamese, with new languages rapidly supported with an open localization/translation toolkit. The estimated time to release a new language for Nuxeo is 1 week (translation, validation and release).
Does your product allow end-users to work in the language of their choice? Explain how.
Yes. Nuxeo is designed for multi-lingual environments. Each user can select English, French or any other implemented language on-the-fly within their browser from a simple drop-down menu. there is no need to restart the application or browser session to change language preference.
Is there a delay in providing new releases of the software in English or French?
No. Nuxeo packaged products are released simultaneously in both English and French.
Does your product support digital asset management capabilities?
Yes. Nuxeo provides a packaging of Nuxeo EP called Nuxeo Digital Asset Management (DAM), which offers an extended feature set, metadata model, IP rights management and thumbnail-driven user interface to meet needs of rich media users. Nuxeo DAM is built on the underlying of architecture of Nuxeo EP, as is Nuxeo DM, and has many of the same platform, customization and configuration capabilities.
Case Management Framework (Nuxeo CMF)
Does your product support case management capabilities?
Yes. Nuxeo provides a packaging of Nuxeo EP called Nuxeo Case Management Framework (CMF), which offers additional features and capabilities beyond what is offered in Nuxeo DM. Nuxeo CMF and Nuxeo DM, however, are built from same underlying architecture of Nuxeo EP, thus has many of the same platform, customization and configuration capabilities.
Describe the types of case containers in your product. What kind of security can be put on case folders?
Nuxeo CMF supports management of content in the following container/folder types:
How are cases sent or distributed in your solution?
Cases can be transferred to users or groups by editing access and making it available for others to work on. All distribution activities are logged in the case audit trail.
Can your Case Management solution be customized?
Yes. Beyond the documented configuration options available in the standard Nuxeo CMF package, a full developer guide is available on the Nuxeo Documentation Center here: http://doc.nuxeo.com/display/CMDOC/Nuxeo+CMF+-+Documentation+Center . An understanding of Nuxeo Enterprise Platform, the plug-in architecture or Nuxeo Studio is recommended to take full advantage of the Case Management Framework customization potential.