Functional Questions and Answers

Document Management

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.
Version management can be activated or not according to the document type. By default, when a document has been edited, the user chooses one of the following options:

• to keep the existing version (no increment)
• increment a minor version
• increment a major version
  Versions may be created and produced automatically (for example, via workflow or when published). All versions of a document are available in the history view and an authorized user may consult all of these versions in read-only mode.
  
  The version management system is pluggable and configurable. It is possible to:
  
• configure policies for automatic version incrementation
• configure a version numbering system
• make versions modifiable
• define extensions for tree-based version management
  

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).

The following relations are available:

• Conforms to
• Based on
• References
• Replaces
• Requires
  The relationship service is based on an RDF engine which manages and requests relations graphs. These relations may apply to:
  
• a document
• a document version
• a URL
• a character string
  The relationship service is able to define new connectors to establish relations with other resource types, as needed. The relations define the semantics between documents and uses them in multiple ways, for example, in a workflow, can specify that a document may only be approved if the documents it references are approved.

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:

• Workspaces: used for collaboration, enabling a team to build an online space with all the tools for communication and document management. They are designed for project work, and enable collaborative document sharing and editing. With workspaces, members with appropriate access rights may create and modify documents and use advanced document features. Workspace properties can be templated for rapid creation. Templates for workspaces can be used as a pattern to create other spaces. Content can be created in a template (including folder and documents), with the template structure then used to replicate new spaces.
• Personal Workspaces: are for individual users, where they can create and edit documents. The management of personal workspaces is the same for collaborative workspaces. By default a personal workspace is accessible only by its owner, but users can also give access to other users.
• Sections: are used for document publication. Documents created in a workspace that are ready for distribution to the public or a wider audience are placed in a section. Each section is run by one or more managers, using workflow driven publishing.

Describe the content import capabilities

Import of content into the DM repository can be done by end users, or with administrative tools. 
End users can use 'drag and drop' batch import to quickly populate the repository with their own content. Folders from a shared drive or local PC can be captured by dragging into a Nuxeo DM folder or workspace. 
For larger complex batches, system administrators can configure import sets using XML scripts to assign/extract metadata. This also works for the batch export of content. The default import/export format is based on an XML format which can easily be extended or modified. The import/export operation can be extended to data linked to documents (such as metadata, relationships, audit recording). Exported zip file archives can be re-imported by simple drag and drop. 
The Importer framework provides a robust, configurable tool for importing bulk file systems, and their metadata, into the Nuxeo DM repository easily and efficiently. Captured content is managed by version control, processed through a workflow, and retrieved through search and navigation. Extremely flexible bulk import tools allow the definition of:

• Navigation of imported data (file system, database, CSV file, etc)
• Management of the imported documents (content type, metadata, lifecycle state, whether to start a workflow)
  The bulk import tools are robust and multi-threaded, allowing rates of 50 to 150 documents per second, depending on the server.

Describe the document and text indexing capabilities

All Nuxeo DM managed documents are indexed in the document repository. The search engine the following functions:

• Indexing of metadata and unabridged text
• Indexing support for wide range of office documents (MS Office, OpenOffice, RTF, PDF, HTML, XML, etc)
  Full text search features are provided by the underlying database (PostgreSQL, Oracle, etc) The search engine takes into account access rights and security regulations. Thus any search will only access those documents to which the user has rights (minimum read-only). 
  Nuxeo supports 2 query languages: NXQL and CMISQL. Queries can be performed on content metadata and full text alike. The CMISQL language is a content repository query language inspired by SQL, being derived from Nuxeo DM support of the CMIS OASIS standard.
  
  Searches can be run as "simple" or "advanced". Simple search means a full text search throughout the whole document base. Advanced search allows a more precise search by stipulating key words, key fields (ie, title only), search area (ie, within a workspace tree). The Advanced search function also allows the user to define the parameters of the search result screen. Search results are shown in a paginated and sortable form. The user can export search results in a CSV form via a link.
  Users can also use a 'favorite' bookmark to save a link to any search result. When this link is requested, the Nuxeo DM server will execute the search and send the new result as an RSS or ATOM feed. This way, a user can save a search as a simple URL. 
  
  Indexing is dependent on how the backend repository is configured. Nuxeo DM has two options:
  
• JCR backend: Apache Lucene
• Visible Content Store (VCS): SQL full text
  In all cases the Nuxeo repository allows the user to carry out instructions using syntax similar to SQL (called NXQL), which is independent of the underlying backend.
  
  In order to allow external search engines to index the content of Nuxeo DM, connectors for several different engines have been designed. These include Sinequa, Exalead, Antidot, Arisem, Google Search Engine.
  
  
  

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.
A highly optimized lean version of the Nuxeo application can run locally on the desktop/laptop with the same UI as the web version, ensuring minimal user re-training. The rich client is based on Eclipse RCP ensuring fully updated and integrated offline capabilities, strong support for heavy desktop content producers, and can be encrypted so that corporate content is protected while at client sites or on the road.

Imaging Support

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.
All standard image or digital photograph formats are supported. A specific folder type called 'Picturebook' is available for easy, thumbnail view navigation making it simple for end users to retrieve, markup, annotate, print or route images.

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:

• Process definition: the stages and transitions of content
• Process states
• Task definition
• Actor definition
  A workflow can carry out modifications on one or more related documents. These include:
  
• changes to access control rights
• changes to life-cycle states
• document transfer
• document modification
  Workflows provided in Nuxeo DM are flexible and do not predetermine the list of actors, nor do they predefine groups or rights filtering. When a workflow is set up, the initiator is asked to define participants for each stage of the process. The list of participants (actors) set up the workflow route, and can be viewed/monitored at any time to assess what stage it is at, or what the next participant (user or group) is. Depending on allocated rights, it is also possible to modify the workflow route or to register the route for re-use at another time.
  
  The Nuxeo JBPM service is a task and workflow management service based on JBoss JBPM, but Nuxeo users can use this fully integrated service without any prior knowledge of JBPM. However, for advanced customization or integration needs, JBPM expertise will be required.
  
  This service provides:
  
• Easy way to deploy process definitions
• Abstract classes to test process definitions and the JBPM service
• Set of conventions to facilitate the manipulation of documents
• Helper classes that interact with the repository, user manager and documents
• Set of hibernate queries that optimize queries on documents
• Default workflows for document validation
  

Describe how your product's workflows are defined

There are 3 main ways to define a workflow:

• End users can define workflows to move documents through ad-hoc or saved workflows. The workflow tab is easily accessible from the Nuxeo DM default document home page. Users can select stages, users, groups, and define tasks in an intuitive UI. Incoming tasks, reminders, deadlines appear in the user's dashboard and can be processed by opening the task and performing requested actions. 
• Business analysts or process designers can also use Nuxeo Studio to quickly create new workflows using a graphical design tool. 
• Architects or developers can extend workflows by creating custom processes using the workflow graph provided by the JBPM engine (JPDL, an XML syntax and graph editor), by using the Nuxeo DM/EP API or by creating entirely new dedicated interfaces.
  

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:

• Parallel workflow: non-hierarchical processing chain. Participants in a workflow may approve or reject the document from the moment that they are registered on the workflow table, without waiting for the other contributors to approve the document.
• Serial workflow: a hierarchical processing chain that allows states in the document lifecycle to be modified. Workflow participants must approve or reject the document, in stages stipulated by the workflow initiator. Once the document is modified in the serial workflow, it automatically returns to the workflow initiator to review/approve the modifications

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:

• Microsoft Outlook
• Microsoft Exchange
• Lotus Notes
• Gmail
• Any IMAP compliant email server
  Email can be captured, categorized, indexed and managed by Nuxeo DM, adding lifecycles and access controls as with any other content type. Either individual messages can be saved, or folder level integrations can be captured into Nuxeo DM. Full server-side rules based archiving is not supported at this time

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:

• Content locking: to ensure no further edits or alterations are done to an item
• Full auditing of an item's history
• Workflow and life-cycle automated triggers to update the status, add/change metadata, or change the granular access controls on an item
• Ability to create content automation chains to tie phased activities based on event or date
• Constrain deletion of items to groups or roles for records managers 
  Enhanced records management functionality is planned for the 2011 roadmap, including features to meet the requirements of the US DoD 5015.2 specification. MoReq compliance is under serious consideration, but no roadmap date at this time.

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:

• Collaborative team workspaces to share, discuss content in a secure web-based environment
• Work on both active and archived content
• Create threaded discussions and comments on documents
• Markup and annotation tools to collaborate on revisions, give instructions on changes for multiple users
• Wikis or blog content can be added to team workspaces
• OpenSocial support to include content from third party social networking/collaboration tools inside the Nuxeo DM dashboard
  Support for the OpenSocial standard is an ongoing area of innovation and enhancement for Nuxeo DM. This allows deep integration with other social networking applications and platforms, and includes support for OAuth consumer applications. Content created in social/collaboration application supporting OpenSocial can be consumed/displayed in a Nuxeo DM user's dashboard. This allows lightweight "mashup" capabilities that can be used by information workers to tie connected information int one personal page. It also allows documents managed in Nuxeo DM to be consumed in external OpenSocial compliant applications.

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:

• Creating custom content types, lifecycles, look and feel (branding/logos), metadata, forms using the graphical Nuxeo Studio design environment and exporting the design session .jar files into other Nuxeo applications
• Coding customizations and sharing this new feature, module or application enhancement with other Nuxeo-based applications, such as in regional offices, other departments, or even with other companies across a supply-chain.

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.  

The web publishing capabilities currently included in Nuxeo DM are:

• Remote publishing: can target the publication of content to a Nuxeo DM section in either a local or remote Nuxeo-based repository, filesystem tree or an external application such as portal or web site
• CMIS integration: increasingly supported by more and more WCM and portal vendors allowing easy content integration from a Nuxeo DM/EP application to a broad range of third party tools
• WebEngine: a component in Nuxeo DM/EP that allows content push into high volume, high traffic public facing websites. WebEngine is not a WCM product, but allows developers to easily create a customized web interface based on the Nuxeo EP architecture.

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. 

Searches can be performed on:

• Document content (a wide range of file formats)
• Metadata (system generated or user-defined)
• Tags (including creation and use of tag clouds)
• Advanced searches including specific metadata fields such as keywords, date/date ranges, specific properties such as author, language, etc., Boolean operators.
  Search forms can be modified using Nuxeo Studio to ensure custom or re-labeled metadata fields are available for end user querying. Searches can be saved for re-use, and short cut URLs created for rapid re-querying, and RSS or ATOM feeds can be used to send refreshed search results. Search fully respects content access controls, ensuring users only see content they are authorized to see (minimum read-only permissions). Search results are shown to users in a sortable, paginated form. Results can be exported into CSV, or marked with a 'Favorite' bookmark to save the result for later viewing.
  

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. 

Screens, field names, help dialogues, search forms, columns, error messages, personal dashboards can all appear in the language preference selected. 

Text fields will allow for the input of any supported language. There is no built in translation capability inside the product, thus user-entered descriptions will appear in the language in which it was input.

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.

Nuxeo DAM builds on the foundation of Nuxeo EP as a distribution/packaging created specifically to address rich media management application design and deployment needs. It has a rich user interface designed specifically for users of large numbers of media assets such as videos, images, digital photos. This rich content can be searched, viewed, manipulated in a thumbnail-driven rich visual UI. Nuxeo DAM has an extended metadata model to support DAM and digital photo specific metadata such as IPTC and EXIF, as well as identifiers for source, campaign, subject, licensing, copyright, embargo date, etc. Support for compound documents assures strong support for renditions (multiple sizes, resolutions, media formats of the same image/asset), connected to the same asset profile, with each rendition having a unique URL. 

Full auditing of asset usage, ability to attach to approval workflows, ability to lock assets, provide a strong base for secure asset control while making it simple to search, retrieve and download the correct item via intuitive web UI. While organizations choose to deploy Nuxeo DAM as a standalone application to meet their digital asset management needs, some large organizations have chose to deploy Nuxeo DM and Nuxeo DAM on a single shared repository, simply offering the preferred user experience or metadata model to specific groups of users. Because Nuxeo DAM is based on the same Nuxeo EP architecture as Nuxeo DM, it immediately inherits all of the APIs, standards support (including CMIS). All ongoing innovation to the core Nuxeo EP architecture rapidly benefits packaged applications such as Nuxeo DM and DAM.

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. 

Nuxeo CMF builds on the foundation of Nuxeo EP as a distribution/packaging created specifically to address case-centric content application design and development needs, or to meet vertical industry or horizontal use-cases. It contains core case management requirements such as workflow (including JBPM in addition to a lighter-weight document/case routing service), document and item management, search, retrieval, annotation and auditing, as well as extended capabilities unique to case management applications.  Nuxeo CMF allows applications to be designed to allow management of folder containers composed of multiple documents (case items), that can be filed in classification trees.

Nuxeo CMF reduces solution design and rollout timelines from months to weeks, by building on a set of templates and enhancements that extend Nuxeo DM/EP. Nuxeo CMF puts application design into the hands of information architects, business analysts, and domain experts, fast-tracking deployments. Unified inboxes, regardless of incoming item type, as well as dashboards, reporting, pre-built processes and lifecycles, case-centric tagging, categorization and access controls extend the core content management strength of Nuxeo EP/DM into a streamlined framework for business applications. 

Application designers can re-use common widgets and plug-ins to significantly reduce development time and take advantage of Nuxeo Studio for customizations that can be ported forward with each new product release. Nuxeo CMF is the first case management framework for an ECM provider released as open source, under LGPL. Nuxeo is deeply committed to both open source and open standards,, ensuring Nuxeo CMF is fully compliant with key initiative such as CMIS (Content Management Interoperability Services), Dublin Core, PDF/A, OpenSocial and OSGi. As ECM interoperability standards such as CMIS gain broad adoption, Nuxeo CMF-based deployments are assured of full participation in multi-repository applications that are demanded by large and distributed organizations.

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:

• Cases: is a container holding one or more documents, called 'case items'. For example, in a correspondence management application, a case would be a folder holding multiple emails, while in an Human Resources application, a case could be an employee file holding employment contracts, reviews, vacation requests, etc. Cases can have tags, comments, and supports the Relationship management feature to create meaningful cross-references to other managed items.
• Mailboxes: are folders in which cases are distributed, edited and completed. Mailboxes have an owner who is the default manager.
  • Personal mailboxes: belong to an individual users
  • Generic mailboxes: corresponds to an entity (for example, a team in charge of a project or service department in a company)
• Classification Plans / Trees: allow users or teams to categorize cases to help organize content and work processes. Each mailbox is associated to a default classification tree, but users can create as many classification trees needed.
  Cases are described with metadata, by default this includes: title, document type, participants, dates, senders, confidentiality, origin, reference, summary and the case contents. Authorized users can update or edit these properties, or add new items to the case folder. 
  
  Mailboxes have profiles (for example, Incoming Case Item), which allows users to manually create cases in the mailbox. Mailboxes can also be configured to receive content and cases automatically. Mailboxes can also be described as draft, sent, distributed, and allow users to sort and view the case types they require. Mailboxes by default contain parameters for: title, description, type, owner, profile, parent or affiliated mailbox, synchronization state, users and groups. Users/groups with appropriate rights can edit or change default metadata.
  
  Access controls can be managed on both mailboxes and classification plans. Users (known as delegates) can be granted full access to mailboxes, and delegates can view, edit both content and access controls for other users. Classification tree rights include read, classify, manage and remove. |

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.

Nuxeo CMF also includes a content routing capability that allows users to create, update, manage and start workflows on cases. (This capability is also supported in Nuxeo Document Management, and is available to other custom applications built with Nuxeo EP). Users define a route, add steps (either sequential or parallel) and managers then validate the process. Users can use these defined processes on items by selecting from the list of available routes and clicking to start the process.
Cases can also 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
Nuxeo CMF allows users or groups to have a range of permissions to a route in order to validate it, refuse a step, or modify its behavior. The security of a route is based on the security of the included items (documents). Rights to routes and steps are mapped to rights on the document. Document Routing security options include:

• Create route model
• Validate route model
• Create a route instance
• Validate a route step
• Update a route step
• Delete a route step
• Add a step
  When a case route is in progress, users with actions defined are notified of the work via a 'task'. A task describes the action or step that needs to be performed by the user. Users or groups defined in a route step will be informed of: who should do the task, what should be done, the due date, and what happens if due date passes.
  

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.