Patent Grant
7996774
Companies, other enterprises, and other groups of individuals use electronic “virtual” collaboration solutions, such as the EMC Documentum eRoom™ product available from EMC Corporation of Hopkinton, Mass., to manage and complete key projects including client engagements, proposal development, new product development, product lifecycle management, issues management, and business planning. In some cases, such collaboration solutions have been integrated with and/or include content management functionality to create a virtual workspace where all the materials related to a project—all documents, e-mails, task lists, discussions etc. may be stored. Typically, such solutions enable varying degrees of access to project-related content information to be afforded to IT administrators; executives; managers of multiple projects, e.g., related to a product and/or functional area; members of a project team; clients; and partners irrespective of their geographic location.
To work collaboratively on a project, typically it is necessary and/or desirable for team members, managers, clients and partners to always have the latest status on their projects at all times. There is also a need for program managers to have the latest status of all their programs at all times and also for individual project managers to have an updated status of their individual projects as well as the latest inputs or instructions from their program managers about their individual projects. Typically, collaboration solutions did not provide access to such information within the context of the collaboration solution itself.
In some cases, a separate project-planning module that was non-collaborative in nature has been used in conjunction with a collaboration solution, which facilitating keeping track of project status information. Typically, using such an approach project plans for each project are created separately using a project planning software, such as Microsoft Office Project™ available from Microsoft™ Corporation, and storing the project plan, e.g., as a version control document, in the virtual collaborative workspace provided by the collaboration solution. To check project status, a user needed to access this module in addition to any project planning modules included and/or integrated with the collaboration solution. In some cases, a user could create within a collaboration solution a separate module using a database feature with a standard view, but users were still required to go to this module to access project updates.
Therefore, there was a need for a common hierarchical integrated solution to generate project status reports for users.
Various embodiments of the invention are disclosed in the following detailed description and the accompanying drawings.
The invention can be implemented in numerous ways, including as a process, an apparatus, a system, a composition of matter, a computer readable medium such as a computer readable storage medium or a computer network wherein program instructions are sent over optical or communication links. In this specification, these implementations, or any other form that the invention may take, may be referred to as techniques. A component such as a processor or a memory described as being configured to perform a task includes both a general component that is temporarily configured to perform the task at a given time or a specific component that is manufactured to perform the task. In general, the order of the steps of disclosed processes may be altered within the scope of the invention.
A detailed description of one or more embodiments of the invention is provided below along with accompanying figures that illustrate the principles of the invention. The invention is described in connection with such embodiments, but the invention is not limited to any embodiment. The scope of the invention is limited only by the claims and the invention encompasses numerous alternatives, modifications and equivalents. Numerous specific details are set forth in the following description in order to provide a thorough understanding of the invention. These details are provided for the purpose of example and the invention may be practiced according to the claims without some or all of these specific details. For the purpose of clarity, technical material that is known in the technical fields related to the invention has not been described in detail so that the invention is not unnecessarily obscured.
Providing in a collaboration environment a hierarchical display of project information is disclosed. In some embodiments, a HTML page configured to display and receive user provided updates of project information is generated. The page in some embodiments is configured to provide to a user, in a hierarchically organized fashion, access to project information concerning projects with respect to which the user, e.g., by virtue of his/her role, credential, and/or other information, e.g., project information pertaining to projects associated with different virtual workspaces (e.g., eRooms).
In some embodiments, the SOAP is used to provide access to project information, including by providing, as part of a collaboration solution a function installed at a user's client system that translates a valid XML command initiated by the log-in of a user of the collaboration solution; encodes and transmits the XML command to a collaboration solution server along with the log-in information; and processes a response received from the collaboration solution server to the XML command, including by displaying the response and/or updating an HTML page on the client computer according to where the user falls within a hierarchy of users of the collaboration environment.
Definitions of the various terms that are used in the description are given below in order to facilitate better understanding of the invention.
XML—XML or Extensible Markup Language is a W3C-recommended general-purpose markup language for creating special-purpose markup languages, capable of describing many different kinds of data.
Collaboration Solution—a “collaboration solution” may include software and/or hardware components and allows multiple users to collaborate with respect to a project and associated stored objects, e.g., documents, spreadsheets, etc. Some collaboration solutions have been integrated with content management solutions to provide an integrated solution in which stored objects associated with a project are stored by a content management system and exposed and/or accessed via a collaborative workspace, such as an eRoom.
SOAP—SOAP or Simple Object Access protocol is a web service that is formed by the union of XML and HTTP to encode and transmit application data.
IIS—IIS or Internet Information Services are a set of Internet services for Microsoft Windows servers.
MSXML—MSXML are Microsoft XML Core Services are a set of services that allow building of XML applications.
In some embodiments, access to project information and/or content is provided using a web application that employs an XML or other interface of a collaboration solution and/or a content management solution with which the collaboration solution is integrated and/or otherwise associated to obtain and display project information, e.g., in a customized format. In some embodiments, the application uses the data available in or from the collaboration solution and presents it as a hierarchical dashboard at each of a plurality of hierarchical levels, depending on where a particular user fits in the hierarchy and/or with which projects and/or workspaces a user is associated. In some embodiments, the follow hierarchy is defined, e.g., using an administrative interface of the collaboration solution:
1. Administrator level (e.g., IT personnel); and
2. Team (user) levels;
The Team level contains hierarchical dashboards depending on whether the user logging in belongs to Executive level or to the project team level. At the Executive level, summary of each project status in that particular eRoom can be accessed. The Executive User can access and comment on every sub level for all projects in that particular eRoom. The Executive Level enables an Executive User to—
The Project team level allows access and comment options to Project team users to only the projects they have been given access to. Each particular project may be further subdivided into further modules. The Project team users can access and comment on every sub-module in a project but can not access any other project.
At every level, the comments written by the Project team level users, the Executive users or the Administrator user are stored by the collaboration solution, e.g., in a server connected via a network with a client on which the display of
Therefore, at any given point of time, a collaboration solution user is provided a status report of the projects he is working/collaborating on depending on his level of hierarchy.
In some embodiments, any comments and/or updates made by either an Administrator user, an Executive User, or a Project team user are stored as comments and/or updates in the respective project plans in a project plan associated with the project by the collaboration solution.
In some embodiments, a user is able to traverse through hierarchical dashboards depending on the hierarchies assigned to the particular user. The user is allowed to traverse only down the hierarchical structure and can not access any module or dashboard of any hierarchy above him.
In some embodiments, an XML interface to access objects in a collaborative workspace from external applications through Simple Object Access protocol (SOAP) requests is provided. In some embodiments, the code for this is independent of the collaboration solution installation and can be installed on the same server as the collaboration solution server or on any machine that runs IIS and has MSXML installed.
In some embodiments, after a user logs in, a function is created that will accept a valid XML or other command associated with the collaboration solution, wrap it in a SOAP envelope, and pass it to the collaboration solution server with the appropriate log-in information. The collaboration server returns a SOAP response, providing the user access to the hierarchical dashboards containing project status and comments.
In some embodiments, a web application that resides on a web server provides the hierarchical display of project information. In some embodiments, the web application is a Microsoft Windows™ based application and an HS server is used as the application server. The application is accessed by the user, e.g., by giving a HTTP call from the Internet browser of the user's computer. However, access to project information is provided only if user is determined to have the requisite privileges to the collaboration workspace data that he is trying to access.
In some embodiments, comments and/or updates made by a user, whether at the Administrative level, executive level, or at the project team level, are stored in a database on the collaboration solution server. This database is used for storing and retrieving data and does not require any additional installation or set-up. Comments and/or updates are stored in a pre-existing table on the database and are added or retrieved by a user accessing the collaboration solution server according to the user's place in an associated hierarchy.
To interact with the collaboration solution, in some embodiments, users may access a hyperlink or directly enter the URL address of the dashboard in the web browser of their workstation or PC or Laptop and the browser retrieves the HTML file to display the dashboard. The user is provided access according to the hierarchy specified by an Administrative level user. The comments and/or updates made or retrieved by users are sent or retrieved from the database on the collaboration solution server through the HTML page as a wrapper SOAP file, through an XML interface.
Techniques described herein enable project information potentially available in different locations and formats to be consolidated and provided according to a hierarchy of users, if applicable in a hierarchical display, rather than introducing a new data format and/or requiring a module external to a collaboration solution. In addition, users are allowed to comment online in a collaborative, real-time work environment rather than giving static data. Also, the comments are stored and archived and are available to other users to review and take action immediately, thus saving time and effort to locate comments and suggestions given by other users working on the same project.
An embodiment of the invention has been described as retrieving information from the eRoom server using SOAP. Other embodiments of the invention may also be adapted to retrieve information from the eRoom server using classic ASP, Java or Perl. In some embodiments, external applications written in ASP, Java, Perl, or other languages use SOAP as described above to retrieve information from the eRoom server.
Although the foregoing embodiments have been described in some detail for purposes of clarity of understanding, the invention is not limited to the details provided. There are many alternative ways of implementing the invention. The disclosed embodiments are illustrative and not restrictive.
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