IBM Content Classification V8.8: Improving accessibility, usability, and analytics through advanced content classification

IBM United States Software Announcement 212-188
May 22, 2012

	Overview		Publications
	Key prerequisites		Technical information
	Planned availability date		Ordering information
	Description		Terms and conditions
	Product positioning		Prices
	Program number		Order now

At a glance

IBM® Content Classification V8.8 (formerly IBM InfoSphere® Classification Module) categorizes and organizes content by combining multiple methods of context-sensitive analysis. Highlights of V8.8 include the following new features, primarily focused on ease of use, enhanced integration, and increased performance:

Classification Quick Start Tool to help you get started with classification
Classification Workbench enhancements including new rules templates and enhanced feedback and training
Classification Center enhancements to help speed the reclassification and review process
Performance enhancements to improve clustering within IBM Content Analytics with Enterprise Search

For ordering, contact your IBM representative, an IBM Business Partner, or IBM Americas Call Centers at 800-IBM-CALL (Reference: YE001).

Overview

IBM Content Classification V8.8 categorizes and organizes content by combining multiple methods of context-sensitive analysis. Content Classification is designed to enable workers to focus on higher value activities by consistently and accurately automating content-centric categorization decisions. It can help organize the abundance of unstructured content, delivering better accessibility, usability, and analytics and making it easier for users to achieve their compliance goals.

Classification Quick Start Tool

The Quick Start Tool (QST):

Helps you get started with classification with an easy-to-use and easy-to-understand Graphical User Interface (GUI)
Guides you through the process of category creation, analysis, and training of a Knowledge Base
Provides an easy way to import and categorize content, tune the Knowledge Base, and view your results

Classification Workbench enhancements

New rules templates to ease deployment of Decision Plans
Improvements to Knowledge Base feedback to provide better training and learning

Classification Center enhancements

Addition of a multiple document view to speed the reclassification and review process

Other enhancements

Integration with IBM Content Collector Email Client ( Microsoft™ Outlook and Lotus Notes® ) for user-assisted classification of email content
Enhancements to improve clustering performance in IBM Content Analytics with Enterprise Search
Classification Center performance enhancements
Improved logging and troubleshooting
Support for complex file formats, such as, RAR, ZIP, and so on

Key prerequisites

Refer to the Hardware requirements and Software requirements sections for details.

Planned availability date

May 25, 2012: Electronic availability

June 15, 2012: Media availability

Description

The volume of an organization's unstructured content - email, presentations, contracts, forms - continues to rise at an exponential rate. A reliable method for organizing this abundance of content is critical. IBM Content Classification helps shift the classification burden away from users by providing organizations with an automated classification solution that can be configured to help users achieve consistent, reliable, and accurate classification across their unstructured content landscape.

You can use Content Classification to derive insight from your content and make consistent, accurate decisions about your content by combining and layering multiple methods of analysis (ranging from simple rules to entity extraction to learn by example approaches).

Advanced classification enables you to get more value from your content with fewer resources, helping you cut costs while simultaneously accelerating the rate at which new content-enabled applications are deployed. Content Classification helps you control the abundance of unstructured content and better leverage your Enterprise Content Management (ECM) investment.

IBM Content Classification can be used as a free-standing service, but operates in tandem with many elements of the IBM Enterprise Content Management (ECM) portfolio. Content Classification is integrated directly with various elements of the IBM ECM portfolio, including IBM Content Collector, IBM Enterprise Records, IBM Datacap, IBM Content Analytics with Enterprise Search, and IBM ECM repositories. Many of the new developments for this release have been created with these integration points in mind, in order to maximize the savings and automation IBM ECM customers can realize from deploying automated classification.

IBM Content Classification V8.8 helps organizations automate content categorization by combining multiple methods of context-sensitive analysis. Content Classification shifts the intelligence and cost burden away from employees by automating content-centric, categorization decisions. It helps users manage the abundance of unstructured content with content-enabled applications, while helping them spend less to manage that content.

There are four key benefits to automatically classifying content:

Accessibility, Usability, Compliance, and Analytics

Classification is necessary for most, if not all, facets of business. By properly classifying content, you ensure that it is accessible, so that you can find it when you need it. Classification increases usability by ensuring that the right content is delivered to the right person at the right time. Classification helps facilitate content compliance for legal and discovery purposes. Finally, Classification can enhance the content analysis experience, giving you more valuable insight from your content.

Accessibility - Workers need to be able to find relevant content, quickly. Content Classification can significantly improve the accessibility of content by properly classifying it at the time it is created or collected. Workers browsing for content can feel confident that their content is accurately organized and managed. Furthermore, by combining classification with enterprise search, organizations can move beyond simple keyword search to a robust and effective conceptual search that delivers a highly relevant set of results. Knowledge workers who have fast access to relevant content are able to make better, faster decisions. Content Classification provides improved accessibility through integration with FileNet® Content Manager, IBM Content Manager, Datacap and Content Analytics with Enterprise Search.

Usability - Workers need to be able use content within their business processes. Classification provides enhanced content usability by ensuring that classified content is delivered to the appropriate worker, by automating routing decisions based on the meaning of the text in the content and by immediately classifying new content produced during the business process. Content Classification provides greater usability through integration with Business Process Manager and Case Manager.

Compliance - Organizations need to comply with the federal, state, and local mandates and their own compliance rules that are imposed by the business. To enforce a records and retention plan, content needs to be properly managed and classified when it is created or collected. The better control you have over your record content, the better position your business will be in to comply with legal discovery requests and legal matters. Content Classification facilitates effective compliance through integration with Content Collector, Enterprise Records and eDiscovery.

Analytics - Organizations need to be able to derive meaning from content by reviewing and analyzing it. Classification enhances content analytics by allowing organizations to analyze a relevant, categorized set of content. Classification further augments analytics by providing extended facet navigation and content clustering, delivering additional analysis and insight. Content Classification delivers enhanced analytics through integration with Content Analytics with Enterprise Search.

IBM Content Classification brings the power of automatic, context-based classification to every organization. Content Classification:

Makes information accessible to your employees, allowing them to focus on important business tasks rather than searching, over and over, for relevant content
Provides enhanced content usability by automating process decisions based on the meaning of the text in your content
Facilitates faster compliance with business and legal policies, by appropriately classifying content when it is created or collected
Augments content analysis by offering advanced categorization and content clustering to deliver better analysis and insight

Content Classification features

Classification Quick Start Tool

The Classification Quick Start Tool is a new application that guides and semi-automates the process of training Content Classification to recognize and correctly classify documents into categories. It is designed as a step-by-step approach, with easy-to-understand language and directions. Through a new graphical user interface (GUI), the user will be guided through each step, from selecting documents and setting categories, to tuning and analysis.

Classification Workbench

Classification Workbench is a Windows™ application that you can use to create, analyze, and evaluate the performance of knowledge bases and decision plans. The workbench administration provides an intuitive navigation experience with sample projects and tutorials to help users begin classifying content more rapidly. With these tutorials, you can explore the capabilities of the product on your own, at your own pace. The result is an optimized knowledge base and tailored decision plan that can be used with the Content Classification server and other applications using built-in APIs. Whether you develop your own applications using APIs or you use existing applications, Classification Workbench is the application devoted to the creation, training, and analysis of knowledge bases and decision plans.

Classification Center

The Classification Center is an application in Content Classification that monitors and executes classification of content in the repositories. Further, the Classification Center application provides the ability to review and modify the classifications assigned by Content Classification. This review process is one avenue for providing real-time feedback to Content Classification through the "train-by-example" approach. The Classification Center application operates directly with IBM Content Manager and IBM FileNet Content Manager. With Classification Center application running against one of the IBM ECM repositories, the Classification Center can monitor file system folders and execute classification for content on a file system. Content Classification can reorganize and reassign content to new folders on your file system based on its analysis and categorization of the information.

Integration

With the open API included with Content Classification, IBM clients and Business Partners can perform such customizations as:

Classification analysis in addition to those provided by Content Classification
Validation of Content Classification assignments with an outside, trusted source of information

Languages

Content Classification provides natural language processing for the following languages:

Arabic
Chinese (Simple)
Chinese (Traditional)
Dutch
English
Farsi
Finnish
French
German
Hebrew
Italian
Japanese
Korean
Norwegian
Portuguese
Russian
Spanish
Swedish

If you wish to use the product with other languages, IBM Content Classification provides a generic language processing option.

Accessibility by people with disabilities

A US Section 508 Voluntary Product Accessibility Template (VPAT) can be requested via the IBM website

: http://www.ibm.com/able/product_accessibility/index.html

Product positioning

IBM Content Classification is a part of the IBM ECM portfolio. IBM Content Classification can be used as a stand-alone product without the presence of any IBM ECM product. However, V8.8 provides prebuilt integration to IBM FileNet Content Manager, IBM Content Manager, IBM Content Collector, IBM Enterprise Records, IBM Datacap, and IBM Content Analytics with Enterprise Search.

Program number

Program    VRM                          Program name
number
 
5724-T45   8.8.0                        IBM Content Classification

Education support

The following educational offerings are available as listed below.

Course code            Course title           Course type
 
IR10                   Classification Module  Classroom
                       for IBM OmniFind
                       Discovery Edition

IBM training provides education to support many IBM offerings. Descriptions of courses for IT professionals and managers are on the IBM training website

: http://www.ibm.com/services/learning/

Call IBM training at 800-IBM-TEACH (426-8322) for catalogs, schedules, and enrollments.

Offering Information

Product information is available via the Offering Information website

: http://www.ibm.com/common/ssi

Also, visit the Passport Advantage® website

: http://www.ibm.com/software/passportadvantage

Publications

No publications are shipped with this product.

The IBM Publications Center

: http://www.ibm.com/shop/publications/order

The Publications Center is a worldwide central repository for IBM product publications and marketing material with a catalog of 70,000 items. Extensive search facilities are provided. Payment options for orders are via credit card (in the US) or customer number for 20 countries. A large number of publications are available online in various file formats, and they can all be downloaded by all countries.

The documentation for IBM Content Classification is available in PDF or HTML format.

The IBM Content Classification documentation will only be available online, as described below.

To access the PDF versions of the documentation online, refer to the IBM Content Classification publications library page at

: http://www.ibm.com/support/docview.wss?uid=swg27020843

Also available are product downloads, fix packs, and technotes at the IBM Content Classification Support site

: http://www.ibm.com/support/entry/portal/Software/Enterprise_Content_Management/Content_Classification

IBM Content Classification information center can be found at

: http://pic.dhe.ibm.com/infocenter/classify/v8r8

Information roadmap

: http://www.ibm.com/support/docview.wss?uid=swg27020842

Installation topics

: http://pic.dhe.ibm.com/infocenter/classify/v8r8/index.jsp?topic=/com.ibm.classify.admin.doc/g_AG_Installation.htm

Technical information

Specified operating environment

Hardware requirements

For a detailed and up-to-date list of prerequisite hardware, refer to IBM Content Classification V8.8 system requirements at

: http://www.ibm.com/support/docview.wss?uid=swg27020838

Software requirements

For a detailed and up-to-date list of prerequisite software, refer to IBM Content Classification V8.8 system requirements at

: http://www.ibm.com/support/docview.wss?uid=swg27020838

The program's specifications and specified operating environment information may be found in documentation accompanying the program, if available, such as a README file, or other information published by IBM , such as an announcement letter. Documentation and other program content may be supplied only in the English language.

Planning information

Customer responsibilities

Software Subscription and Support (also referred to as Software Maintenance) is included with licenses purchased through Passport Advantage and Passport Advantage Express® . Product upgrades and technical support are provided by the Software Subscription and Support (also referred to as Software Maintenance) offering as described in the Agreements. Product upgrades provide the latest versions and releases to entitled software, and technical support provides voice and electronic access to IBM support organizations, worldwide.

IBM includes one year of Software Subscription and Support (also referred to as Software Maintenance) with each program license acquired. The initial period of Software Subscription and Support (also referred to as Software Maintenance) can be extended by the purchase of a renewal option, if available.

Security, auditability, and control

IBM Content Classification uses the security and auditability features of the host hardware or software.

The customer is responsible for evaluation, selection, and implementation of security features, administrative procedures, and appropriate controls in application systems and communication facilities.

Software Services

IBM Software Services has the breadth, depth, and reach to manage your services needs. You can leverage the deep technical skills of our lab-based, software services team and the business consulting, project management, and infrastructure expertise of our IBM Global Services team. Also, we extend our IBM Software Services reach through IBM Business Partners to provide an extensive portfolio of capabilities. Together, we provide the global reach, intellectual capital, industry insight, and technology leadership to support a wide range of critical business needs.

Lab Services

IBM Lab Services for ECM provides packaged and individualized software service offerings to design, develop, deploy, maintain, and expand IBM ECM software.

IBM ECM Lab Services provides the following Implementation Package and custom services to implement or utilize IBM Content Classification.

Implementation Package Services

ECM Implementation Services are fixed-scope, fixed-priced packages that help clients get their ECM solution off to the right start. IBM ECM experts install the software, provide skills transfer, and with some packages, provide limited system configuration or added mentoring activities.

ECM Implementation Services ensure that you have a technically sound and functional system framework necessary for the successful development and deployment of your ECM solution. These services allow you to be confident that whether your ECM solution is designed and developed by your staff, ECM Lab Services, or a certified partner, it will be implemented and supported on a system framework that has been expertly installed, tested, and certified for support by IBM ECM Support.

IBM Content Classification Install and Mentor Package

Prerequisite (choose appropriate one for your repository):

Learning Services Course Code: F042 IBM FileNet P8 Platform Administration 4.5

OR
Learning Services Course Code: IM401 IBM DB2® Content Manager V8

Implementation and Mentor Description:

: This service provides the expert resources to install the Content Classification software at your site for use in classifying documents or emails already stored in your IBM repository. It also provides hands-on assistance and mentoring to address questions and key issues regarding the installation and configuration of Content Classification. The ECM Consultant will help guide you on strategies and procedures that have been employed by other successful ECM installations. The completed installation also ensures that the software is supportable by IBM product support.

Service Descriptions for each package may be found at

: http://www-01.ibm.com/software/ecm/services/

Custom Services

: IBM Product Consulting Services provide expert resources and proven best practices for the assessment, design, development and deployment of customized IBM ECM product solutions. With a focus on mentoring, knowledge transfer, and staff augmentation, IBM assists you with the expertise and project management to help ensure successful ECM deployments; The Discovery team provides in-depth technical knowledge for implementing Discovery solutions from initial solution design through implementation.

To learn more about IBM Software Services or to contact a Software Services sales specialist, visit

: http://www.ibm.com/software/sw-services/

Ordering information

This product is only available via Passport Advantage . It is not available as shrinkwrap.

Product information

Licensed function title             Product group   Product
                                                    category
 
IBM Content Classification          IBM OmniFind®    IBM OmniFind
 Authorized
IBM Content Classification          IBM OmniFind    IBM OmniFind
 Employee
IBM Content Classification          IBM OmniFind    IBM OmniFind
 External
IBM Content Classification          IBM OmniFind    IBM OmniFind
 Non-Production
IBM Content Classification          IBM OmniFind    IBM OmniFind
 Production

Program name                          PID        Charge unit
                                      number     description
 
IBM Content Classification            5724-T45   Per User Value
 Authorized                                       Unit
IBM Content Classification Employee   5724-T45   Per User Value
                                                  Unit
IBM Content Classification External   5724-T45   Per User Value
                                                  Unit
IBM Content Classification            5724-T45   Per Processor
 Non-Production                                   Value Unit (PVU)
IBM Content Classification            5724-T45   PROCESSOR-Day(s)
 Production
IBM Content Classification            5724-T45   Per Processor
 Production                                       Value Unit (PVU)

User Value Units

Authorized User Value Unit (AUVU) License Conversion Table

Cumulative Volume Level	Minimum Authorized	Maximum Authorized	User Value units per Authorized	Max UVUs for Each Level	Cumulative UVUs at Each Level	Cumulative Volume Disc
1	1	20	1.00	20	20	0.0%
2	21	50	0.83	25	45	10.0%
3	51	100	0.80	40	85	15.0%
4	101	250	0.76	115	200	20.0%
5	251	500	0.60	150	350	30.0%
6	501	1,000	0.50	250	600	40.0%
7	1,001	5,000	0.47	1,900	2,500	50.0%
8	5,001	10,000	0.40	2,000	4,500	55.0%
9	10,001	25,000	0.36	5,500	10,000	60.0%
10	25,001	infinity	0.33	N/A	N/A	N/A

Employee User Value Unit (EUVU) License Conversion Table

Cumulative Volume Level	Minimum Employees	Maximum Employees	User Value Units per Employee	Max UVUs for Each Level	Cumulative UVUs at Each Level	Cumulative Vol Disc
1	1,000	2,500	1.00	2,500	2,500	0.0%
2	2,501	5,000	0.80	2,000	4,500	10.0%
3	5,001	10,000	0.70	3,500	8,000	20.0%
4	10,001	30,000	0.65	13,000	21,000	30.0%
5	30,001	50,000	0.55	11,000	32,000	36.0%
6	50,001	100,000	0.50	25,000	57,000	43.0%
7	100,001	300,000	0.46	93,000	150,000	50.0%
8	300,001	500,000	0.40	80,000	230,000	54.0%
9	500,001	1,000,000	0.36	180,000	410,000	59.0%
10	1,000,001	infinity	0.32	N/A	N/A	N/A

External User Value Unit (XUVU) License Conversion Table

Cumulative Volume Level	Minimum Ext Users	Maximum Ext Users	User Value Units per Ext User	Max UVUs for Each Level	Cumulative UVUs at Each Level	Cumulative Vol Disc
1	1,000	10,000	1.00	10,000	10,000	0.0%
2	10,001	50,000	0.87	35,000	45,000	10.0%
3	50,001	100,000	0.60	30,000	75,000	25.0%
4	100,001	500,000	0.43	175,000	250,000	50.0%
5	500,001	1,000,000	0.30	150,000	400,000	60.0%
6	1,000,001	infinity	0.24	5,850,000	6,250,000	75.0%

Charge metrics definitions

User Value Unit (UVU)

UVU is the metric by which this program is licensed. UVU entitlements are based on the number of users for the given program. A Proof of Entitlement (PoE) must be obtained for the appropriate number of UVUs required for your environment as defined by the specific program terms. The UVU entitlements are specific to the program and may not be exchanged, interchanged, or aggregated with UVU entitlements of another software program. UVU licensing offers price benefits for customers by enabling a lower cost of incremental growth of resources. To understand these benefits of UVU licensing, and to determine how many UVUs to obtain for the program, contact your IBM representative.

A Value Unit is a pricing charge metric for program license entitlements which is based upon the quantity of a specific designated measurement used for a given program. Each program has a designated measurement. The most commonly used designated measurement is a processor core. However, for select programs, there are other designated measurements such as users or resources which may include servers, client devices, and messages. The number of value unit entitlements required for a program depends on how the program is deployed in your environment and must be obtained from a value unit table. You must obtain a PoE for the calculated number of value unit entitlements for your implementation. The value unit entitlements are specific to a program and may not be exchanged, interchanged, or aggregated with Value Unit entitlements of another program.

At all times, the number of users accessing the program or any component of the program in any manner, directly or indirectly (for instance, via a multiplexing program, device, or application server) or through any other means must not exceed your entitlement to use the program, as indicated on the applicable PoEs.

Authorized (AUVU): For selectively licensing internal users within your organization. The number of AUVUs (Authorized UVUs) you require is based on the number of authorized users within your organization that may access the program and/or whose user content may be analyzed using the program in any manner at set forth in the Authorized User Value Unit (AUVU) license conversion table.

External (XUVU): For licensing users who are external to your organization whose user content is analyzed using the program. The number of XUVUs (External UVUs) you require is based on the number of external users whose user content may be analyzed using the program in any manner as set forth in the External User Value Unit (XUVU) license conversion table.

Employee (EUVU): For collectively licensing all of your internal users. The number of EUVUs (Employee UVUs) you require will be based on the number of employees in your Enterprise as set forth in the Employee User Value Unit (EUVU) license conversion table.

Enterprise: An Enterprise includes any legal entity that, by more than 50%, owns, is owned by, or is under common ownership with You. You are the legal entity that is authorized to execute and administer this agreement on behalf of an enterprise. You need not be a 'company' and may be the entire enterprise.

Processor Value Unit (PVU)

PVU is a unit of measure by which the program can be licensed. The number of PVU entitlements required is based on the processor technology, defined within the PVU table by processor value, brand, type and model number at

: http://www.ibm.com/software/lotus/passportadvantage/pvu_licensing_for_customers.html

and the number of processors made available to the program. IBM continues to define a processor, for the purpose of PVU-based licensing, to be each processor core on a chip. A dual-core processor chip, for example, has two processor cores.

Licensee can deploy the program using either full capacity licensing or virtualization capacity (sub-capacity) licensing according to the Passport Advantage Sub-Capacity Licensing Terms (refer to web page below). If using full capacity licensing, licensee must obtain PVU entitlements sufficient to cover all activated processor cores* in the physical hardware environment made available to or managed by the program, except for those servers from which the program has been permanently removed. If using virtualization capacity licensing, licensee must obtain entitlements sufficient to cover all activated processor cores made available to or managed by the program, as defined according to the Virtualization Capacity License Counting Rules at

: http://www.ibm.com/software/lotus/passportadvantage/Counting_Software_licenses_using_specific_virtualization_technologies.html

* An activated processor core is a processor core that is available for use in a physical or virtual server, regardless of whether the capacity of the processor core can be or is limited through virtualization technologies, operating system commands, BIOS settings, or similar restrictions.

Notes:

Some programs may require licenses for the program and what is being managed. In that case, the following applies: In addition to the entitlements required for the program directly, licensee must obtain PVU entitlements for this program sufficient to cover the processor cores managed by the program.
Some programs may be licensed on a managed basis only. In that case, the following applies. Instead of the entitlements required for the program directly, licensee must obtain PVU entitlements for this program sufficient to cover the processor cores managed by the program.
A few programs on an exception basis may be licensed on a referenced basis. In that case, the following applies. Rather than obtaining entitlements for the activated processor cores available to the program, licensee must obtain PVU entitlements for this program sufficient to cover the environment made available to the referenced program as if the program itself were executing everywhere the referenced program was executing, independent of the basis on which the referenced program is licensed.

Passport Advantage program licenses