2023.1:CMIS+ (Concept)

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CMIS+ is a conceptual term that refers to Grooper's connectivity architecture to external storage platforms. CMIS+ standardizes connections to a variety of content management system based on the CMIS standard. This provides a standardized setup to allow Grooper to interoperate with both CMIS compliant systems and non-CMIS systems. It further provides normalized access to document content and metadata for import (CMIS Import) and export (CMIS Export) operations.

All content platforms are exposed to Grooper under a single framework (called CMIS+) as if they were traditional CMIS endpoints by using a CMIS Connection in Grooper.

The CMIS Connection's Connection Type determines which storage platform you're connecting to.

  • For example, if you wanted to connect to a Windows file system, you would create a CMIS Connection configured with an NTFS connection.

Once connected to a platform, Grooper can import from and export to that platform by importing a CMIS Repository that represents a location (usually a folder) in the storage platform.

  • For example, if you wanted to import documents from a Windows folder named "Grooper Imports", you would first import that folder location as a CMIS Repository in Grooper. Then, you would point to that CMIS Repository when importing the documents into Grooper.

This provides Grooper the necessary infrastructure to import, access, and publish documents and their metadata to both CMIS and non-CMIS storage platforms, including on-premise and cloud based platforms.


About CMIS+

"CMIS" stands for "Content Management Interoperability Services".  It is an open standard that allows different content management systems to inter-operate over the Internet. Grooper expanded on this idea in version 2.72 to create our "CMIS+" architecture. CMIS+ unifies all content platforms under a single framework as if they were traditional CMIS endpoints.


Now, Grooper connects to any external storage platform by creating and configuring a CMIS Connection (not just CMIS 1.0 or CMIS 1.1 servers).

  • Once a CMIS Connection is created, Grooper can "interoperate" with these platforms.
  • "Interoperability " means Grooper has the same access to control the system as a human being does.
  • Grooper has a "one-to-one" connection to the platform, allowing full and total control.


Using this architecture, Grooper is able to create a simpler and more efficient import and export workflow, using a variety of storage platforms.

  • You now use CMIS Import providers and CMIS Export, regardless of the storage platform.

Anatomy of a CMIS Connection

When connecting Grooper to external storage platforms, you'll start by creating a CMIS Connection. There are three important parts to understanding a CMIS Connection

  • The CMIS Connection itself.
  • It's Connection Type (and the "CMIS Binding" you select).
  • It's child CMIS Repositories

FYI

A "repository", in computer science, is a general term for a location where data lives. Different systems refer to "repositories" in different ways.

  • An email inbox could be a repository. A folder in Windows could be a repository. A folder in a Box account could be a repository. A cabinet in ApplicationXtender could be a repository.
  • We standardize the various terms used by various storage platforms to simply "repository".
  • Put simply, it's a place to put stuff.

For newer users, the difference between a CMIS Connection and a CMIS Repository can be confusing (and it doesn't help that some people use the terms interchangeably!). The key distinction is as follows:

  • The CMIS Connection is the object in Grooper that Grooper uses to establish a connection to some external system.
    • The Connection Type determines which specific platform you're connecting to, and any settings required to connect to it.
  • CMIS Repositories represent a location within the connected platform.
    • These are created after creating the CMIS Connection.
    • Typically, these represent a folder location in the storage platform.

For example, imagine you want to use Grooper to connect to a Windows file system folder on some networked server.

  • First, they would create a new CMIS Connection
  • Then they would choose NTFS for its Connection Type
  • Then they would import the folder location as a CMIS Repository
    • It is then this CMIS Repository Grooper will point to when importing from or exporting to this folder location.
    • The CMIS Connection is just the thing that allows Grooper to connect to Windows in this case. It is the CMIS Repository that acts as the Windows file system folder in Grooper.


To reiterate, there are three basic steps involved to connect Grooper to external storage platforms:

  1. Create a CMIS Connection
  2. Configure its Connection Type to select which platform you want to connect to (and enter any settings to connect to that platform).
  3. Import storage locations as one or more CMIS Repositories, which are created as children of the CMIS Connection.

FYI

Importing a CMIS Repository is not the same as importing documents to a new Batch.

  • "Importing" here is more like bringing the repository into a framework Grooper can use.
  • Upon importing the repository, Grooper has full file access to that location in the storage platform.

CMIS Bindings (AKA Connection Types)

How you configure a CMIS Connection only differs from CMIS Binding to CMIS Binding, as each binding has a different way of connecting to it.

  • You don't connect to an Outlook inbox the same way you connect to a Windows file folder, for example.
  • Thus, the property configuration for the Exchange binding is different from the NTFS binding.


A CMIS Binding provides connectivity to external storage platforms for content import and export. Each individual CMIS Binding contains the settings and logic required to exchange documents between Grooper and each distinct platform.

  • The Exchange Binding contains all the information Grooper uses to connect to Microsoft Exchange email servers (i.e. Outlook inboxes).
  • The AppXtender Binding contains all the information Grooper uses to connect to the ApplicationXtender content management system.
  • The NTFS Binding contains all the information Grooper uses to connect to a Windows file system.
  • And so on.

When creating a CMIS Connection the first step to configure the Connection Type property.

  • When you select a Connection Type you're selecting which platform you want to connect to (using a CMIS Binding).
    • First, you select which platform you want to connect to (which CMIS Binding you want to use)
    • Then, you enter connection settings unique to the platform (any values the CMIS Binding needs to connect to the platform, like login information for many platforms)

Current CMIS Connection Types

Grooper can connect to the following storage platforms using below using CMIS Bindings:

Most Commonly Used

Somewhat Commonly Used

Less Commonly Used

  • FTP (File Transfer Protocol) and SFTP (SSH File Transfer Protocol) servers.
  • IMAP mail servers

Least Used

  • Content management systems using CMIS 1.0 or CMIS 1.1 servers.
  • The FileBound document management platform.
  • The IBM FileNet platform.


See Also

Glossary

Activity: Grooper Activities define specific document processing operations done to a inventory_2 Batch, folder Batch Folder, or contract Batch Page. In a settings Batch Process, each edit_document Batch Process Step executes a single Activity (determined by the step's "Activity" property).

  • Batch Process Steps are frequently referred by the name of their configured Activity followed by the word "step". For example: "Classify step".

AppXtender: AppXtender is a connection option for cloud CMIS Connections. It allows Grooper to connect to the AppEnhancer (formerly ApplicationXtender) content management system for import and export operations.

Batch: inventory_2 Batch nodes are fundamental in Grooper's architecture. They are containers of documents that are moved through workflow mechanisms called settings Batch Processes. Documents and their pages are represented in Batches by a hierarchy of folder Batch Folders and contract Batch Pages.

Box: Box is a connection option for cloud CMIS Connections. It Grooper to the Box content management system for import and export operations.

CMIS Connection Type:

CMIS Connection: cloud CMIS Connections provide a standardized way of connecting to various content management systems (CMS). CMIS Connections allow Grooper to communicate with multiple external storage platforms, enabling access to documents and document metadata that reside outside of Grooper's immediate environment.

  • For those that support the CMIS standard, the CMIS Connection connects to the CMS using the CMIS standard.
  • For those that do not, the CMIS Connection normalizes connection and transfer protocol as if they were a CMIS platform.

CMIS Export: CMIS Export is an Export Definition available when configuring an Export Behavior. It exports content over a cloud CMIS Connection, allowing users to export documents and their metadata to various on-premise and cloud-based storage platforms.

CMIS Import: CMIS Import refers to two Import Providers used to import content from settings_system_daydream CMIS Repositories: Import Descendants and Import Query Results. CMIS Imports allow users to import from various on-premise and cloud based storage platforms (including Windows folders, Outlook inboxes, Box accounts, AppEnhancer applications and more).

CMIS Repository: settings_system_daydream CMIS Repository nodes provide document access in external storage platforms through a cloud CMIS Connection. With a CMIS Repository, users can manage and interact with those documents within Grooper. They are used primarily for import using Import Descendants and Import Query Results and for export using CMIS Export.

  • CMIS Repositories are create as a child node of a CMIS Connection using the "Import Repository" command.

CMIS+: CMIS+ is a conceptual term that refers to Grooper's connectivity architecture to external storage platforms. CMIS+ standardizes connections to a variety of content management system based on the CMIS standard. This provides a standardized setup to allow Grooper to interoperate with both CMIS compliant systems and non-CMIS systems. It further provides normalized access to document content and metadata for import (CMIS Import) and export (CMIS Export) operations.

CMIS: CMIS (Content Management Interoperability Services) is open standard allowing different content management systems to "interoperate", sharing files, folders and their metadata as well as programmatic control of the platform over the internet.

Exchange: Exchange is a connection option for cloud CMIS Connections. It connects Grooper to Microsoft Exchange email servers (including Outlook servers) for import and export operations.

Export: output Export is an Activity that transfers documents and extracted information to external file systems and content management systems, completing the data processing workflow.

FTP: FTP is a connection option for cloud CMIS Connections. It connects Grooper to FTP directories for import and export operations.

IMAP: IMAP is a connection option for cloud CMIS Connections. It connects Grooper to email messages and folders through an IMAP email server for import and export operations.

NTFS: NTFS is a connection option for cloud CMIS Connections. It connects Grooper to files and folders in the Microsoft Windows NTFS file system for import and export operations.

OneDrive: OneDrive is a connection option for cloud CMIS Connections. It connects Grooper to Microsoft OneDrive cloud services for import and export operations.

Repository: A "repository" is a general term in computer science referring to where files and/or data is stored and managed. In Grooper, the term "repository" may refer to:

Service: Grooper Services are various executable programs that run as a Windows Service to facilitate Grooper processing. Service instances are installed, configured, started and stopped using Grooper Command Console (or in older Grooper versions, Grooper Config).

SFTP: SFTP is a connection option for cloud CMIS Connections. It connects Grooper to SFTP directories for import and export operations.

SharePoint: SharePoint is a connection option for cloud CMIS Connections. It Grooper to Microsoft SharePoint, providing access to content stored in "document libraries" and "picture libraries" for import and export operations.

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