Welcome to the TEC Enterprise Content Manag

About This Sample TEC Enterprise Content Management (

This sample Enterprise Content Management (ECM) System RFI/RFP Template Facilitate your request-for-proposal (RFP) or request-fo
shows you a small portion of the features and functions listed in the full product. Enterprise Content Management (ECM) System RFI/R
Use the full RFP Template containing 1161 features and functions to easily create a Enterprise Content Management (ECM) System RFI/R
custom list of your company’s requirements. Review the features and functions and software features and functions including functionality
rate them according to your organization’s needs. Then send the list to vendors to Content Acquisition, Content Aggregation, Output a
have them indicate how well they support your specific requirements. Workflow Management, Version Control and Manage
Management, Portal Support, Document and Record
Indexing Management, Security Management, Digita
and Statistics Management, Extended ECM.
If your company intends to buy a Enterprise Content M
This sample Enterprise Content Management (ECM) System RFI/RFP Template Facilitate your request-for-proposal (RFP) or request-fo
shows you a small portion of the features and functions listed in the full product. Enterprise Content Management (ECM) System RFI/R
Use the full RFP Template containing 1161 features and functions to easily create a Enterprise Content Management (ECM) System RFI/R
custom list of your company’s requirements. Review the features and functions and software features and functions including functionality
rate them according to your organization’s needs. Then send the list to vendors to Content Acquisition, Content Aggregation, Output a
have them indicate how well they support your specific requirements. Workflow Management, Version Control and Manage
Management, Portal Support, Document and Record
Indexing Management, Security Management, Digita
and Statistics Management, Extended ECM.
If your company intends to buy a Enterprise Content M
software system or upgrade a current one, TEC's Enter
(ECM) System RFI/RFP Template will help. This templ
standard features of a Enterprise Content Manageme
package, and enables you to easily add, delete, and pri
of the exact features and functions your business requi
organized in a single document is helpful when commu
and comparing solutions to identify the system that su

USER RESPONSES

Priority Mandatory

Hierarchy Criterion

(0-10) (Y/N)

0 No
11.1 Content Authoring 0 No
Content Editor and Creation
1.1.1 Authoring is fully web browser-based 0 No

1.1.2 Content editor supports Microsoft Internet Explorer 0 No

1.1.3 Content editor supports Mozilla Firefox 0 No

1.1.4 Content editor supports Chrome 0 No

1.1.5 Content editor supports Konqueror 0 No

1.1.6 Content editor supports Safari 0 No

1.1.7 Content editor supports Opera 0 No

1.1.8 Own proprietary web browser environment 0 No

1.1.9 Thin client application for content editor 0 No

1.1.10 Embedded HTML editor for content editor 0 No

1.1.11 Template or form editing 0 No

1.1.12 Java applet content editor 0 No

1.1.13 OCX object content editor 0 No

1.1.14 The content editor employs DHTML/JavaScript to operate 0 No

1.1.15 The content editor provides its own API 0 No

1.2 0 No
Content Editor Presentation

This criterion contains 9 criteria below it

1.3 0 No
Content Editor Toolset

This criterion contains 44 criteria below it

1.4 0 No
Content Editor File Manipulation and
Management

This criterion contains 9 criteria below it

1.5 0 No
Content Editor Internationalization and
Compliance
This criterion contains 14 criteria below it

1.6 0 No
Languages Supported by Content Editor

This criterion contains 28 criteria below it

1.7 0 No
Content Editor Relationship Management

This criterion contains 10 criteria below it

1.8 0 No
Template Editor Creation and
Management

This criterion contains 13 criteria below it

1.9 0 No
Template Editor Style Sheet Management

This criterion contains 14 criteria below it

1.10 0 No
Metadata Editor and Creation

This criterion contains 20 criteria below it

1.11 0 No
Metadata Editor Standards Support

This criterion contains 10 criteria below it

1.12 0 No
Metadata Editor Taxonomy Creation and
Management

This criterion contains 24 criteria below it

1.13 0 No
Metadata Editor Configuration and
Management

This criterion contains 6 criteria below it

0 No
2 Content Acquisition

2.1 0 No
Content Capture and Import

2.1.1 Distinguish mandatory and optional fields for authors 0 No

2.1.2 Import single and multiple content objects simultaneously 0 No

2.1.3 Match data on field types 0 No

2.1.4 Configurable data validation rules 0 No

Fields may be validated to ensure entered values are unique against existing values to prevent duplication (or the system offers the existing values to select)

2.1.5 0 No

2.1.6 Provides field tab ordering that can be set for data entry 0 No

2.1.7 Customizable error messaging 0 No

Specific terms can be barred from being entered, through a customizable stop-words list 0 No
2.1.8

Actions such as import, export, move, delete, relate, contain, status update, and metadata element value updates can be performed on selected single or multiple content objects

2.1.9 0 No

2.1.10 Graphical selection of content objects to change the objects' attributes 0 No

2.1.11 Single action on content collections for associating workflows 0 No

2.1.12 Single action on content collections for associating thesauri 0 No

Import content collections by pointing to one, or multiple locations, and set an automated uptake queue or routine 0 No
2.1.13

System administrators can set the date and time for automated uptake queue or routine to be performed
2.1.14 0 No
2.1.15 Import content objects using a web-based form 0 No

2.1.16 Import content objects using a desktop client application 0 No

2.1.17 Renders thumbnail previews of images that are imported 0 No

2.1.18 Import attachments (including digital video and audio) 0 No

2.2 0 No
Metadata Capture

This criterion contains 27 criteria below it

2.3 0 No
Supported File Formats

This criterion contains 23 criteria below it

0 No
3 Content Aggregation

3.1 0 No
Syndication Management

3.1.1 Process to separate the authoring from publishing 0 No

3.1.2 XML vocabulary focuses on the structure of documents and content 0 No

3.1.3 Environment to create and manage XSLTd 0 No

3.1.4 Environment for version controlled XSLTs 0 No

3.1.5 Environments to control the security over XSLTs 0 No

3.1.6 Environment to create vocabularies 0 No

3.1.7 Display HTML 0 No

3.1.8 Display XML 0 No

3.1.9 Display WML 0 No

3.1.10 Display Open eBook 0 No

3.1.11 Internet Content Exchange (ICE) protocol 0 No

3.1.12 ebXML standard 0 No

3.1.13 RosettaNet standard 0 No

3.1.14 Manage inbound and outbound content syndication 0 No

3.1.15 Provide content abstract within the repository or DAM environment 0 No

3.1.16 Define a suitable management process for content useable by third party syndicators 0 No

3.1.17 Blogging environment includes automatically generated feeds 0 No

3.1.18 Generate RSS feeds based on defined content collections 0 No

3.1.19 Transform incoming RSS feeds in XML to display as HTML 0 No

Administration environment for viewing abstracts of content within the repository/DAM environment 0 No
3.1.20

3.2 0 No
Web Services Management

This criterion contains 19 criteria below it

0 No
4 Output and Content Presentation
4.1 0 No
HTML Presentation

4.1.1 Output of web page content compliant with HTML 4.01 0 No

4.1.2 Output of web page content compliant with XHTML Basic 0 No

Output of web page content compliant with XHTML 1.1 referred to as module-based XHTML 0 No
4.1.3

4.1.4 Output of web page content compliant with XHTML 2.0 0 No

Render HTML that is compliant with the W3C Web Content Accessibility Guidelines 2.0 0 No
4.1.5

4.2 0 No
XML Presentation

This criterion contains 16 criteria below it

0 No
5 Workflow Management

5.1 0 No
Workflow Design

5.1.1 Non-technical authors can create workflows 0 No

5.1.2 Workflows can be designed using a graphical tool 0 No

5.1.3 Draw or drag-and-drop workflow steps in a graphical workspace 0 No

5.1.4 Split and re-link or join workflow steps 0 No

5.1.5 Import workflow step designs from external products 0 No

5.1.6 Workflow does not require additional engine/plug-ins 0 No

5.1.7 Third party or external workflow engines can be integrated 0 No

5.1.8 Workflow software does not require purchase of additional licenses 0 No

System calendar distinguishes work days, holidays, and start and end times for the workflow engine 0 No
5.1.9

5.1.10 User update-able calendar to ensure workflows are not assigned to absent staff 0 No

5.1.11 Restrict workflows to specific content object types 0 No

5.1.12 Allow access to user profile and location values for selection, filter, and update 0 No
5.1.13 Workflow steps accessible the related content object 0 No

5.1.14 Workflows are triggered by discovery of a content object type instance 0 No

5.1.15 Mandatory or optional status can be assigned to a workflow or workflow step 0 No

5.1.16 Workflow instances are rerouted manually 0 No

Designers configure modifications to various roles/individuals based on workflow status 0 No

5.1.17

5.1.18 Reroute workflow automatically if not responded to within a certain time frame 0 No

5.1.19 All supported content object types can be attached to a workflow 0 No

5.1.20 Title and number is assigned to a workflow and workflow instance 0 No

5.1.21 Target date and times are assigned to a workflow 0 No

Scheduled dates and times are assigned a workflow instance and individual workflow steps 0 No
5.1.22

5.1.23 A variety of user roles within a workflow can be established 0 No

5.1.24 Assign workflow based on the type of content object 0 No

5.1.25 Assign workflow to roles 0 No

5.1.26 Assign workflow to users 0 No

Trigger the designer in assuring the assigned user or role has sufficient rights to execute the workflow action 0 No
5.1.27

5.1.28 Workflow processes support sequential actions 0 No

5.1.29 Workflow processes support parallel actions for author/review processes 0 No

5.1.30 Workflow processes support parallel actions for approval/publish processes 0 No

5.1.31 Workflow processes support parallel actions for archive processes 0 No

5.2 0 No
Workflow Use

This criterion contains 11 criteria below it

5.3 0 No
Workflow Notification
This criterion contains 16 criteria below it

5.4 0 No
Workflow Management

This criterion contains 14 criteria below it

5.5 0 No
Workflow Reporting

This criterion contains 11 criteria below it

5.6 0 No
Content Approval Process

This criterion contains 7 criteria below it

5.7 0 No
Content Approval Workflow

This criterion contains 17 criteria below it

0 No
6 Version Control and Management

6.1 0 No
Check-in/Check-out
6.1.1 Manage versions of content objects or collections stored in the repository or DAM 0 No

6.1.2 Check out a single content object or content collection 0 No

6.1.3 Check in a single content object or content collection 0 No

6.1.4 List versions available of a content object 0 No

6.1.5 Aggregated list of versions of content objects 0 No

6.1.6 Comment on any particular version on check-in 0 No

During the check-in process, the user can identify whether his/her changes constitute a minor or major revision 0 No
6.1.7

Store the name, group, and role of author, the date/time, within the version of the content item 0 No
6.1.8

6.1.9 The system integrates with a third party version control application 0 No

6.1.10 Allows authors to check-in content from applications in their desktop environment 0 No

6.2 0 No
Version Labelling
This criterion contains 10 criteria below it

6.3 0 No
Rollback and Restore

This criterion contains 10 criteria below it

6.4 0 No
Version Reporting

This criterion contains 5 criteria below it

0 No
7 Personalization Management

7.1 0 No
Classification

7.1.1 Raw content classification 0 No

7.1.2 Structured data classification 0 No

7.1.3 Site usage classification 0 No

7.1.4 User profile classification 0 No

7.1.5 Manage user profiling to support personalization 0 No

7.1.6 Manage log analysis and usage mining 0 No

7.1.7 Manage information acquisition and aggregated searching 0 No

7.2 0 No
Web Personalization

This criterion contains 4 criteria below it

7.3 0 No
Filtering

This criterion contains 6 criteria below it

7.4 0 No
Profiling

This criterion contains 5 criteria below it

7.5 0 No
Identification

This criterion contains 2 criteria below it

 0 No
8 Portal Support

8.1 0 No
Integration

8.1.1 Provides content in XML format for publishing to a third-party portal 0 No

8.1.2 System contains its own portal solution 0 No

8.1.3 Publishes content to a separate web server 0 No

8.1.4 Publishes content object's metadata element values in XML 0 No

Customizes the presentation of content to users on the published web site, via interaction with portal server 0 No
8.1.5

8.1.6 Manages and publishes Java servlet pages 0 No

8.1.7 Supports WSRP specification 0 No

0 No
9 Document and Records Management

9.1 0 No
Capture of Electronic Documents and
Records
9.1.1 Capture electronic documents and declare them as records 0 No

Capture electronic documents directly from Microsoft Office (or other office productivity) applications 0 No
9.1.2

9.1.3 Capture and declare a record within one process 0 No

9.1.4 Capture an electronic document and declare it as a record at a later date 0 No

9.1.5 Alter tailored metadata elements 0 No

9.1.6 Tailor metadata to apply as a default to a specific record type 0 No

9.1.7 Nominate mandatory metadata elements for specified record types 0 No

9.1.8 Make author-defined metadata elements repeatable 0 No

9.1.9 Provide pull down or pop-up help lists throughout the capturing process 0 No

9.1.10 Invoke automatic spell checking throughout the capturing process 0 No

9.2 0 No
Metadata
This criterion contains 106 criteria below it

9.3 0 No
Thesaurus/Classification Scheme

This criterion contains 27 criteria below it

9.4 0 No
Records Disposal

This criterion contains 17 criteria below it

9.5 0 No
Document Destruction

This criterion contains 5 criteria below it

9.6 0 No
Record Types

This criterion contains 8 criteria below it

9.7 0 No
File Importing/Exporting

This criterion contains 12 criteria below it

9.8 0 No
Document Authoring

This criterion contains 16 criteria below it

9.9 0 No
Document Check-in/Check-out

This criterion contains 5 criteria below it

9.10 0 No
Version Control

This criterion contains 9 criteria below it

9.11 0 No
Document Searching and Retrieval

This criterion contains 26 criteria below it

9.12 0 No
Compound Document Management

This criterion contains 7 criteria below it

9.13 0 No
Numbering/Unique Identification of
Record Object
This criterion contains 15 criteria below it

9.14 0 No
Aggregation

This criterion contains 8 criteria below it

9.15 0 No
Document Cross-referencing

This criterion contains 3 criteria below it

9.16 0 No
Document-type Support

This criterion contains 24 criteria below it

9.17 0 No
Interfaces compatibility

This criterion contains 7 criteria below it

9.18 0 No
Saving Document Types

This criterion contains 9 criteria below it

9.19 0 No
Image Scanning

This criterion contains 14 criteria below it

9.20 0 No
Document and Record Storage

This criterion contains 9 criteria below it

9.21 0 No
Bar Code Support

This criterion contains 6 criteria below it

9.22 0 No
Conversion

This criterion contains 5 criteria below it

9.23 0 No
Document Workflow

This criterion contains 25 criteria below it

9.24 0 No
Document Workflow Access Control
This criterion contains 8 criteria below it

9.25 0 No
Document Workflow Notification

This criterion contains 5 criteria below it

9.26 0 No
Document Workflow Reports

This criterion contains 8 criteria below it

9.27 0 No
Auditing

This criterion contains 14 criteria below it

9.28 0 No
Network Overview

This criterion contains 3 criteria below it

9.29 0 No
Document and Records Management
Administration

This criterion contains 3 criteria below it

9.30 0 No
System Rollback and Recovery

This criterion contains 5 criteria below it

9.31 0 No
Document presentation

This criterion contains 8 criteria below it

9.32 0 No
Electronic Signature

This criterion contains 7 criteria below it

0 No
10 Search and Indexing Management

10.1 0 No
Search Results

10.1.1 Remove duplicates within search results 0 No

10.1.2 Remove the exclusion list from the search results 0 No

10.1.3 Arrange search results based on metadata element values and defined taxonomies 0 No
10.1.4 Search within browse 0 No

10.1.5 Users can set the limit of search results returned 0 No

10.1.6 Users can set the number of matches for a search result 0 No

10.1.7 Display the results' ranking, based on relevance 0 No

10.1.8 Display search results in context 0 No

10.1.9 Highlight matching words in the search results 0 No

10.1.10 Allow end users to print the search results 0 No

10.1.11 Save names and share searches 0 No

10.1.12 Navigate forwards and backwards through search results 0 No

10.1.13 Provide filtering options 0 No

10.1.14 Save search results in session 0 No

10.2 0 No
Reporting on Search Results

This criterion contains 6 criteria below it

10.3 0 No
Indexing

This criterion contains 17 criteria below it

0 No
11 Security Management

11.1 0 No
Security

11.1.1 Role-based security for individual authors 0 No

11.1.2 Role-based security for group of authors 0 No

11.1.3 Role-based security for organizational unit of groups 0 No

11.1.4 Role-based security for individual domains/sites 0 No

11.1.5 Prevent "un-authorized viewing/access" after permanent deletion 0 No

11.1.6 Prevent viewing of expired content 0 No

11.1.7 Allow access to checked-out content from a secure location 0 No

11.1.8 Create view-only format for content 0 No

11.1.9 Revoking access and view privileges takes effect immediately 0 No

11.1.10 Restrict access based on profile 0 No

11.1.11 Restrict access based on document 0 No

11.1.12 Apply a security category to a file folder 0 No

11.1.13 Apply a security category to a document 0 No

11.1.14 Apply a security category to a record 0 No

11.1.15 Apply a security category to a user 0 No

11.1.16 Apply a security category to a group 0 No

11.1.17 Provide lower or equal security level in file structure 0 No

11.1.18 Encrypt documents using RSA algorithm 0 No

11.1.19 Encrypt documents using AES 0 No

11.1.20 Monitor user activities 0 No

11.1.21 Separate access to document properties and document content 0 No

11.1.22 Restrict access to system funtionality based on user profile 0 No

11.1.23 Provide access to a document based on a defined time period 0 No

11.2 0 No
Authentication

This criterion contains 10 criteria below it

11.3 0 No
Directory Management

This criterion contains 4 criteria below it

11.4 0 No
Role Management

This criterion contains 7 criteria below it

11.5 0 No
Password and Privilege Management

This criterion contains 10 criteria below it

11.6 0 No
User Profiles

This criterion contains 30 criteria below it

0 No
12 Digital Asset Management

12.1 0 No
Asset Management

12.1.1 Digital assets can be referenced rather than stored within the database 0 No

12.1.2 Assets are referenced via a persistent and unique identifier 0 No

12.1.3 Define and customize data fields 0 No

12.1.4 Build different views of assets 0 No

12.1.5 Mass import material into the DAM environment 0 No

12.1.6 Search across the DAM environment 0 No

12.1.7 Native DAM search 0 No

12.1.8 OAI compliant interface 0 No

12.1.9 API for developing interfaces to interrogate third party databases 0 No

12.1.10 Item level access control system 0 No

12.1.11 Convert file types 0 No

12.1.12 Automatically add copyright notices or watermarks on retrieval 0 No

12.1.13 Text files can be marked-up according to a range of formats 0 No

12.1.14 Back up DAM environment 0 No

12.1.15 Archive DAM environment 0 No

12.1.16 Restore DAM environment 0 No

12.2 0 No
Mass Storage Capability

This criterion contains 6 criteria below it

12.3 0 No
DAM Authentication

This criterion contains 5 criteria below it

12.4 0 No
DAM File Formats

This criterion contains 15 criteria below it

0 No
13 Reporting and Statistics Management

13.1 0 No
Report Design

13.1.1 Web-based interface for defining and building reports 0 No

13.1.2 Web-based interface for building both simple and complex queries 0 No

13.1.3 General reporting and statistics on the age of content 0 No

13.1.4 General reporting and statistics on frequency of content authoring 0 No

13.1.5 General reporting and statistics on file downloads 0 No

13.1.6 General reporting and statistics on page view 0 No

13.1.7 General reporting and statistics on page hits 0 No

13.1.8 General reporting and statistics on scheduling monitor 0 No

13.1.9 General reporting and statistics on search statistics 0 No

13.1.10 General reporting and statistics on unique versus return visitors 0 No

13.1.11 General reporting and statistics on visitors 0 No

13.1.12 General reporting and statistics on workflow monitor 0 No

13.1.13 Repository for storing report queries 0 No

13.1.14 Presentation templates can be associated with specific queries 0 No

13.1.15 Generate XML report data to render reports through third party applications 0 No

13.1.16 Repository environment for storing presentation templates 0 No

13.1.17 Manage the security of templates and queries 0 No

13.1.18 Reporting is configurable across all repositories 0 No

13.1.19 Identify and select reporting fields and design report layouts 0 No

13.1.20 Design the presentation of charts/graphs 0 No

13.2 0 No
Report Generation

This criterion contains 8 criteria below it

0 No
14 Extended ECM
14.1 0 No
Platforms

14.1.1 0 No
Web and Application Servers

14.1.1.1 Apache Tomcat 0 No

14.1.1.2 IBM WebSphere 0 No

14.1.1.3 Lighttpd 0 No

14.1.1.4 Microsoft IIS 0 No

14.1.1.5 NGINX 0 No

14.1.1.6 Oracle Application Server 0 No

14.1.1.7 Oracle WebLogic 0 No

14.1.1.8 Red Hat JBoss Application Server 0 No

14.1.1.9 Other Servers 0 No

14.2 0 No
Application Architecture

This criterion contains 10 criteria below it

14.3 0 No
LDAP Support

This criterion contains 4 criteria below it

14.4 0 No
Messaging

This criterion contains 5 criteria below it

14.5 0 No
Web Service Support

This criterion contains 6 criteria below it

Enterprise Content Management (ECM) System RFI/RFP Template

se Content Management (ECM) System RFI/RFP Template What to do Next ?

uest-for-proposal (RFP) or request-for-information (RFI) process with a To purchase the full Enterprise Content Management
nt Management (ECM) System RFI/RFP Template. The TEC (ECM) System RFI/RFP Template, please click on the link
nt Management (ECM) System RFI/RFP Template provides you 1161 below, or contact us for more information.
and functions including functionality pertaining to: Content Authoring,
on, Content Aggregation, Output and Content Presentation,
ement, Version Control and Management, Personalization
tal Support, Document and Records Management, Search and
ment, Security Management, Digital Asset Management, Reporting
nagement, Extended ECM.
tends to buy a Enterprise Content Management (ECM) System
uest-for-proposal (RFP) or request-for-information (RFI) process with a To purchase the full Enterprise Content Management
nt Management (ECM) System RFI/RFP Template. The TEC (ECM) System RFI/RFP Template, please click on the link
nt Management (ECM) System RFI/RFP Template provides you 1161 below, or contact us for more information.
and functions including functionality pertaining to: Content Authoring,
on, Content Aggregation, Output and Content Presentation,
ement, Version Control and Management, Personalization
tal Support, Document and Records Management, Search and
ment, Security Management, Digital Asset Management, Reporting
nagement, Extended ECM.
tends to buy a Enterprise Content Management (ECM) System
r upgrade a current one, TEC's Enterprise Content Management
/RFP Template will help. This template includes all the industry-
of a Enterprise Content Management (ECM) System software
les you to easily add, delete, and prioritize them to create a master list
es and functions your business requires. Having all these features
le document is helpful when communicating with software vendors
utions to identify the system that suits your business best.

BUY THE FULL PRODUCT CONTACT US

VENDOR RESPONSES

SUP PSUP PADD MOD 3RD CST FUT NS

(X) (X) (X) (X) (X) (X) (X) (X)

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Description

FactorID
Authoring content is the ability to create content through ###
an content editor, import of content, aggregation of items,

###
100 percent of the content authoring process is undertaken
using a web browser.

###

###

###

###

###

###

###
The content editor comes with its own proprietary web
browser environment.

###
The content editor is installed as a thin client application on
the authors PC.

###
Content authors undertake content editing using an
embedded HTML editor.

###
Content authors undertake content editing by completing
fields in a form.

###
The content editor is a Java Applet that is embedded in a
popular web browser.

###
The content editor is an OCX object (Microsoft object linking
and embedding custom control).

###

###

###

###

###

###

###
 ###

###

###

The ability to gather content through import or metadata

###

###

###

###
The ECM solution shall provide data matches on field types
(e.g. enforce alphanumeric entry and set defaults).

###
 ###

###

###

###

###

###

The process of bringing different information sources into

one overall structure

###

###

###
Support an XML vocuabulary that focuses on the structure
of documents and content.

###

###

###
Provides an environment that allows administrators to
control the security over which XSLT's can be utilised by
certain authors or roles.

###

###

###

###

###

###

###

###
 ###

###
The ECM provides an environment that allows
administrators to view an abstract of the content within the
Repository/DAM environment.

###
Abstract allows administrators to define a suitable
management process that enables content to be made
useful by third party syndicators.

###
Provides a blogging environment to setup and managethe
blog, and supports built-in RSS tools.

###

###

###

###

###

Different ways of presenting the content through HTML or

XML

###
 ###

###

###

###

###
The World Wide Web Consortium (W3C) is responsible for
developing common protocols that promote and ensurethe
evolution of the World Wide Web.
(www.w3.org/TR/WCAG20/).
###

###

Managing the processesto create flows of sequential and

parallel tasks that must be accomplished

###

###
Non-technical authors can create workflow designwithout
scripting or programming.

###
 ###

###

###

###

###

###

###

###

###

###
The ECM solution allows workflow steps to access user
profile and location values from the directory for the
purposes for selection, filter and update.

###
The ECM solution allows workflow steps to access the
related content object, the content object's metadata
schemas, metadata elements, and metadata element
values (including linked or related content objects), with
the ability to update metadata element values. ###
Workflows can be triggered by the discovery of a content
object type instance, or the change of a content object's
metadata element value.

###

###

###

###

###

###

###
The ECM solution allows target date and times to be
assigned to a workflow, including a time range (e.g. within
ten days from tomorrow).

###

###

###
 ###

###

###

###

Version controllets multiple users make simultaneous

changes to content, and keeps track of these changes.

###

###
The ECM solution provides a web-based environment for
managing the versioning on content objects and content
collections stored within the DAM or repository
environment.
###
Authors can choose single content objects and content
collections, and check them out of the DAM or repository
environment.

###
Authors can choose single content objects and content
collections, and check them into the DAM or repository
environment.

###
Authors can choose a content object and view a list of
versions available for each content item.

###
Authors can choose a collection of content objects and view
an aggregated list of the versions available for each content
item.

###
When checking in a content object, content collection, or
both the author is provided with the ability to assign
comments to any particular version. These comments are
browser-based text commentary that other authors are
able to read. ###
When checking in a content object, the ECM solution
enables the author to choose whether the item they are
checking in is a minor revision or a major revision.

###
The ECM solution records the author's name, the group and
role they are associated with; the date and the time; and
stores this within the version of the content item.

###

###

###

###
 ###

###

The ability to provide personalized, appropriate content to

the particular individual who viewing the content inside a
standard framework.

###

###

###

###

###

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 ###
The ECM solution shall support the process of user-based
personalisation, and manage the Log Analysis & Usage
Mining (information stored within web server logs is
analysed through data mining techniques)
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Many ECM solutions integrate with portal systems for
personalization of the content

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How does the ECM solution integrate with portal software

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The ECM solution publishees content objects and content
collections to a separate web server, which is not
collocated with the portal server.

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The ECM solution supports the publishing of a content
object's metadata element values in XML for identification
within the portal server.

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The ECM solution shall support the WSRP (Web services for
remote portals) specification according to OASIS
(Organization for the Advancement of Structured
Information Standards).
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Document management products function to help
companies better manage the creation and flow of
documents through the help of databases and workflow
engines that encapsulate metadata and business rules.
Records management consists of creation, maintenance, ###

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The ECM solution captures electronic documents and
passes them onto the process where they can be declared
as a record

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The ECM solution captures electronic documents directly
from MS Office applications, Acrobat PDF, and either Lotus
Notes or MS Outlook.

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The ECM solution can alter tailored metadata elements
without major restructure after system setup, or require
vendor intervention.

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The ECM solution is able to launch applications associated

with core document types.

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The ECM solution should provide an interface with the

following:

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Seach and index components support searching content

that is stored in the repository and create an index on what
kind of content is available within the database. These are
important toward giving users intuitive and relevant results
as they seek information. ###

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Should an exclusion list be employed (stop words list), the
ECM solution shall remove them from the search results
before presentation to the end user.

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The ECM solution supports searches within browse, e.g. can
perform a category browse on search results.

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The ECM solution allows end users to save, name, and share
searches among other users and specific groups of users,
according to security profiles.

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The ECM solution shall provide filtering options for end
users to filter the results by date, file type (MS Office, PDF,
image, rich media), ranking, number of results.

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The ECM solution allows users to save their search results,
and their profiles can be stored during the session. A link to
view previous search results will be provided, if the user
performs another session.
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Control access to the content through authentication, role

and directory management, access control settings,and
passwords.

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The ECM solution provides role-based security across all
content objects, content collections, pages, downloadable
files, forms, metadata, and templates for individual
authors.
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The ECM solution shall provide Roles based security across
all content objects, content collections, pages,
downloadable files, forms, metadata and templates for
group of authors.
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The ECM solution provides role-based security across all
content objects, content collections, pages, downloadable
files, forms, metadata and templates for organizational
units of groups.
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The ECM solution provides role-based security across all
content objects, content collections, pages, downloadable
files, forms, metadata, and templates for individual
domains/sites
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The ECM solution provides a mechanism for sensitive
content to be deleted, to prevent un-authorized
viewing/access after permanent deletion

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The ECM solution prevents expired content objects and
content collections from being viewed after the specified
date and time.

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The ECM solution makes "checked-out" content objects
and content collections accessible from a secure location
only.

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The ECM solution renders nominated content objects and
content collections into a suitable, view-only and a "non-
printable" format/ This prevents all other actions for
specified types of classes of content objects and content
collections. ###
The ECM solution immediately revokes all access and view
privileges across an organizational unit (group of groups), a
specific group (of authors), or individual.

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The ECM solution restricts access when the security
category in an author'ss profile is less than that in the
document object.

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Documents and records within a file folder should have a
security category lower than or equal to the file folder.

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RSA is a computer algorithm that is used for signing and
encryption RSA stands for the names of the public
encryption key’s founders.

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Advanced Encryption Standard (AES) is a US encryption
standard.

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Digital asset management is also sometimes referred to as

asset management (AM) or media asset management
(MAM). The business case for DAM is that companies whose
lifeblood revolves around their digital assets—such as
entertainment firms—should organize and "re-purpose" ###

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The ECM solution provides a facility to allow administrators
to define and customize data fields, including the allocation
of assets to specific content collections or repositories.

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The ECM solution is capable of building different views of
assets, allowing the allocation of assets to defined
collections.

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The DAM specific-searches doesn't require the installation
of additional software on an end authors or users computer.

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OAI = Open Archive Initiative

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The ECM solution incorporates an item-level access control
system to deny access to secure items by unauthenticated
authors or users.

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The ECM solution shall provide the ability to automatically
add copyright notices or watermarks on retrieval of content
objects held within the DAM environment, without effecting
or modifying the data held within the store.
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The ECM solution should support text files marked up
according to a range of formats, including those employed
by the Text Encoding Initiative (www.tei-c.org)

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This category covers criteria to generate reports and

statistics on repositories, web sites and user visits, and
different ways to generate the output of these reports

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The ECM solution shall allow authors/users to associate
presentation templates with chosen queries for rendering
the output of charts/graphs.

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The ECM solution shall allow administrators to generate
XML report data to allow the rendering of reports using 3rd
party graphing/charting applications.

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The ECM solution shall manage the security of templates
and queries using the same security model employed to
manage authors/users view and access permissions on
content objects and content collections.
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The ECM solution shall provide non-technical authors/users
with tools to configure the reporting across all repositories,
all content object types, and define views based on role-
based or group-based security.
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The ECM solution shall provide non-technical authors/users
with tools to identify and select reporting fields and design
report layouts through selection from pre-populated
picklists or dropdown menus.
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The ECM solution shall provide non-technical authors/users
with tools to design the presentation of their charts/graphs,
e.g. choose font and style colors, bar fill color, background
gradient color, legend/key color, etc.
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The platform refers to the framework, both the hardware
(e.g., type of processor) and the operating system that
allows a computer or set of computers to function.

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The ECM solution shall support messaging protocols.

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