ECM

Welcome to the State of Montana's Enterprise Content Management System's resource page where you will find documentation and other resources to assist your agency with the implementation of ECM. Please contact 406-444-2000 if you need additional information.

Naming Standards

Agencies will have their own Object Store within the IBM repository. Name objects with Department and Program or Bureau as needed for the clarity of administrators and users of your Object Store.

Roles and Responsibilities

Department Managers: Agencies may choose to have ECM Department Managers. If desired, please send a list of people for this role to the SITSD Service Desk to open a case requesting access. Department Managers have administration rights over their department in IBM DBA in areas allowed by the software. Department Managers can manage and have control over all forms of content within their Object Store. Department Managers cannot create new users, however, they can manage existing users. They also cannot set privileges for themselves, or any groups that they belong to. Agencies can choose to opt out of having Department Managers and turn this role over to SITSD staff.

Agency Custom Code Development: Agencies may develop workflows, reports and custom code. If agency developers plan to develop in these specialized areas, training is highly recommended. Anything developed in these specialized areas must be committed to SITSD’s source control (Subversion). Once completed, SITSD will conduct a code review. To initiate a code review, please open a case with the SITSD Service Desk. All production deployments will be handled by SITSD and a production deployment can only take place once the code review is completed. Deployments may be requested by opening a case with the SITSD Service Desk. SITSD’s normal deployment processes apply.

IBM DBA System Administrators: SITSD staff will be the system administrators of IBM DBA. System administrators support and administer the enterprise system including: building, setting initial configurations and security. System administrators support and maintain the associated infrastructure including: virtual servers, backups, restores, disaster recovery, system upgrades, configuration, and monitoring.

Scanners: The installation, configuration, and management of scanners and scanner workstations is the responsibility of the agency. SITSD does not guarantee that any scanner will be compatible with IBM Datacap, nor does SITSD support the connection of scanners to the enterprise system. If an agency would like an SITSD technician to troubleshoot a scanner issue, they may open a case with the SITSD Service Desk, however, professional services rates apply. SITSD is happy to provide liaison services to IBM support for scanner issues if this is preferred by agencies.

Support: Department Managers are the first point of contact for agency users of IBM DBA. If second level support is required, open a case by contacting the SITSD Service Desk. IBM DBA is supported by SITSD from 8:00 a.m. – 5:00 p.m. Monday through Friday on state working days. On-call support is not provided by SITSD for IBM DBA.

Training: SITSD will do the initial training for IBM DBA in regards to using IBM Content Navigator search, retrieve and viewing documents. A “train the trainer” approach will be used to train the Department Managers who will then train their agency employees after the initial end user training conducted by SITSD. Please note that Department Managers should attend both trainings. SITSD training may be purchased at our normal professional services rate. Training is also available from IBM Training Partners.

SITSD Professional Services: SITSD has application developers available to provide solutions in workflows, reports and custom code. This includes development in RPA (Robotic Process Automation) and Datacap. Please contact the SITSD Service Desk if you are interested in a quote.  SITSD’s normal catalog items and rates apply.

Resources