Personalized Documents in OpenCms Dr. Martin Abel General Manager - - PowerPoint PPT Presentation

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Personalized Documents in OpenCms Dr. Martin Abel General Manager Plambeck Health GmbH OpenCms Days 2009-06-16 Dr. Martin Abel, Plambeck Health GmbH Page 1 Agenda Plambeck Health Requirements for Document Management An OpenCms Solution

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OpenCms Days 2009-06-16 Page 1

  • Dr. Martin Abel, Plambeck Health GmbH

Personalized Documents in OpenCms

  • Dr. Martin Abel

General Manager Plambeck Health GmbH

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OpenCms Days 2009-06-16 Page 2

  • Dr. Martin Abel, Plambeck Health GmbH

Agenda

Plambeck Health Requirements for Document Management An OpenCms Solution

  • Organizational Units
  • XML Documents
  • Editor
  • Format Policy
  • Metadata

Workflows

  • Document setup
  • Request/Response
  • Obsolete Document

Questions

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OpenCms Days 2009-06-16 Page 3

  • Dr. Martin Abel, Plambeck Health GmbH

About Plambeck Health

  • 100% Investment of Plambeck Holding AG,

Cuxhaven

  • located in Hamburg
  • 25 People (50:50)
  • Medical information and software

– Patient Information and Communication System

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  • Dr. Martin Abel, Plambeck Health GmbH

Basic Infrastructure

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  • Dr. Martin Abel, Plambeck Health GmbH

Agenda

Plambeck Health Requirements for Document Management An OpenCms Solution

  • Organizational Units
  • XML Documents
  • Editor
  • Format Policy
  • Metadata

Workflows

  • Document setup
  • Request/Response
  • Obsolete Document

Questions

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OpenCms Days 2009-06-16 Page 6

  • Dr. Martin Abel, Plambeck Health GmbH

CMS Requirements

  • Authors

– Internet access with personal login

  • High performant
  • Import & Export functionalities (esp. with MS-Word)

– Easy to use GUI

  • Locale language
  • Explorer to navigate
  • MS-Word editor with WYSIWYG & track changes
  • Galleries
  • No format restrictions, esp. extensive copy & paste (text, pictures, documents)

– Delegation options

  • Stuff
  • Ghostwriters
  • Reviewers
  • Users

– Well structured, consistent and standardized documents – Sophisticated search functionality

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  • Dr. Martin Abel, Plambeck Health GmbH

CMS Requirements

  • Plambeck Health (Editorial)

– Internet solution

  • Central user accounting
  • Self-managed contractor group accounting

– Structured documents

  • Strong document types with given theme blocks
  • Block content and format policy
  • Metadata

– Search indexing – Target groups

  • W3C XML document export (!)

– Intuitive User Interface (GUI)

  • Explorer view
  • MS-Word-like editor with WYSIWYG

– Supporting the format policy (and MS-Word „file import“)

– Link validation – Localization

  • German/English

– High performance

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  • Dr. Martin Abel, Plambeck Health GmbH

CMS Requirements

  • Plambeck Health

– Roles and responsibilies for editors – Document history

  • Versioning
  • Recover and callback

– Workflows

  • Manage standardized proceses

– Document setup – Document release management – Document closing process

  • Triggers and reminders
  • Assign & track tasks
  • Support for

– Context related messaging and callbacks – Mail notify

– etc.

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  • Dr. Martin Abel, Plambeck Health GmbH

Agenda

Plambeck Health Requirements for Document Management An OpenCms Solution

  • Organizational Units
  • XML Documents
  • Editor
  • Format Policy
  • Metadata

Workflows

  • Document setup
  • Request/Response
  • Obsolete Document

Questions

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OpenCms Days 2009-06-16 Page 10

  • Dr. Martin Abel, Plambeck Health GmbH

An OpenCms Solution

  • OpenCms

– Complete solution for WebSites

  • open source, no secrets
  • Fire proofed, stable and performant

– Comprehensive „framework“ for document management

  • Comes with a lot of additional „basic functionalities and

tools“

  • Designed for customization

– Customization for Plambeck Health

  • , Waiblingen
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  • Dr. Martin Abel, Plambeck Health GmbH

User Management

  • Organizational Units (OU) support centralized

user accounting and self-managed delegation

  • Groups, Roles & Permissions define detailed accessebility rights and

responsibility sharing

Plambeck

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  • Dr. Martin Abel, Plambeck Health GmbH

Documents

  • Explorer view
  • Strongly structured document types with given

theme blocks

  • Metadata

herniated vertebral disc slipped disc

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  • Dr. Martin Abel, Plambeck Health GmbH

Editor

  • Block content and format policy
  • MS-Word-like editor with WYSIWYG

– Supporting the format policy – Supporting data import from MS-Word

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  • Dr. Martin Abel, Plambeck Health GmbH

text

Format Policy

  • Restricted format tools
  • Format boxes
  • Predefined objects managed in galleries

link download image media bibliography table

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  • Dr. Martin Abel, Plambeck Health GmbH

Metadata

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  • Dr. Martin Abel, Plambeck Health GmbH

Metadata

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  • Dr. Martin Abel, Plambeck Health GmbH

Agenda

Plambeck Health Requirements for Document Management An OpenCms Solution

  • Organizational Units
  • XML Documents
  • Editor
  • Format Policy
  • Metadata

Workflows

  • Document setup
  • Request/Response
  • Obsolete Document

Questions

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  • Dr. Martin Abel, Plambeck Health GmbH

Workflows

  • Steering standardized processes

– Document setup – Document release management – Document closing

  • Process documentation

– Assign & track tasks – Context related messaging and callbacks

  • Quality Assurance

– Triggers and reminders – Mail notify

  • Document history

– Versioning (audit reports) – Recover (user/author callbacks)

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  • Dr. Martin Abel, Plambeck Health GmbH

Workflows

Document setup workflow (simplified)

Contractor Chief Author Author 1 Author n Editor

Authors and Contractors Plambeck Medical Editorial

Chief Editor Advisory Council Project Init Order Submission Delegation Delegation Delivery Delivery Content Approval Order Completion Review Advisory

External Quality Assurance

Expert Expertise Content Approval Approval Editorial Revision Imprimatur Publishing Request General Approval Approval Request General Approval General Approval Confirmation Publishing Confirmation Publication Information Publication Information END Iterative Process Assistent Formal Revision Delivery Correction Follow-up Order Reviewer Proof-Reading

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  • Dr. Martin Abel, Plambeck Health GmbH
Contractor Chief Author Author 1 Author n Editor Authors and Contractors Plambeck Medical Editorial Chief Editor Advisory Council Project Init Order Submission Delegation Delegation Delivery Delivery Content Approval Order Completion Review Advisory External Quality Assurance Expert Expertise Content Approval Approval Editorial Revision Imprimatur Publishing Request General Approval Approval Request General Approval General Approval Confirmation Publishing Confirmation Publication Information Publication Information ENDE Iterative Process Assistent Formal Revision Delivery Correction Follow-up Order Reviewer Proof-Reading

Workflows - Setup

Assigned person notified by eMail Chief editor: Martin Abel

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  • Dr. Martin Abel, Plambeck Health GmbH
Contractor Chief Author Author 1 Author n Editor Authors and Contractors Plambeck Medical Editorial Chief Editor Advisory Council Project Init Order Submission Delegation Delegation Delivery Delivery Content Approval Order Completion Review Advisory External Quality Assurance Expert Expertise Content Approval Approval Editorial Revision Imprimatur Publishing Request General Approval Approval Request General Approval General Approval Confirmation Publishing Confirmation Publication Information Publication Information ENDE Iterative Process Assistent Formal Revision Delivery Correction Follow-up Order Reviewer Proof-Reading

Workflows - Step

Assigned person notified by eMail Text editor: Rolf Lange

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  • Dr. Martin Abel, Plambeck Health GmbH
Contractor Chief Author Author 1 Author n Editor Authors and Contractors Plambeck Medical Editorial Chief Editor Advisory Council Project Init Order Submission Delegation Delegation Delivery Delivery Content Approval Order Completion Review Advisory External Quality Assurance Expert Expertise Content Approval Approval Editorial Revision Imprimatur Publishing Request General Approval Approval Request General Approval General Approval Confirmation Publishing Confirmation Publication Information Publication Information ENDE Iterative Process Assistent Formal Revision Delivery Correction Follow-up Order Reviewer Proof-Reading

Workflows - Request

Requested person notified by eMail Text editor: Rolf Lange

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  • Dr. Martin Abel, Plambeck Health GmbH
Contractor Chief Author Author 1 Author n Editor Authors and Contractors Plambeck Medical Editorial Chief Editor Advisory Council Project Init Order Submission Delegation Delegation Delivery Delivery Content Approval Order Completion Review Advisory External Quality Assurance Expert Expertise Content Approval Approval Editorial Revision Imprimatur Publishing Request General Approval Approval Request General Approval General Approval Confirmation Publishing Confirmation Publication Information Publication Information ENDE Iterative Process Assistent Formal Revision Delivery Correction Follow-up Order Reviewer Proof-Reading

Workflows - Response

Anything documented in process context! Contractor: Martin Abel

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OpenCms Days 2009-06-16 Page 24

  • Dr. Martin Abel, Plambeck Health GmbH
Contractor Chief Author Author 1 Author n Editor Authors and Contractors Plambeck Medical Editorial Chief Editor Advisory Council Project Init Order Submission Delegation Delegation Delivery Delivery Content Approval Order Completion Review Advisory External Quality Assurance Expert Expertise Content Approval Approval Editorial Revision Imprimatur Publishing Request General Approval Approval Request General Approval General Approval Confirmation Publishing Confirmation Publication Information Publication Information ENDE Iterative Process Assistent Formal Revision Delivery Correction Follow-up Order Reviewer Proof-Reading

Workflows – Obsolete Article

All persons responsible for an article referencing the

  • bsolete article will be

requested to update their links! references

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  • Dr. Martin Abel, Plambeck Health GmbH

Agenda

Plambeck Health Requirements for Document Management An OpenCms Solution

  • Organizational Units
  • XML Documents
  • Editor
  • Format Policy
  • Metadata

Workflows

  • Document setup
  • Request/Response
  • Obsolete Document

Questions

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  • Dr. Martin Abel, Plambeck Health GmbH

Questions