IP Library Granted Patent US 9,471,611
Granted Patent B2
US 9,471,611 · App. 14/313,144 · Granted Oct 18, 2016

Distributed scalable policy based content management

Inventors: Glenda Ann Leonard (Ottawa, CA); Thane Eisener (Kanata, CA); Julian Craddock (Madeira Park, CA); Waldo Rachow (Cumberland, CA); Paul Haskins (Manotick, CA)
Assignee: ProntoForms Inc.
G06F17/30312H04L12/24H04L41/00
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Quick Facts
Patent No.
US 9,471,611
App. No.
14/313,144
Granted
Oct 18, 2016
Kind
B2
Abstract

A method for defining and constraining the behavior of a shared, mobile content management system is disclosed. The method includes providing an admin console for defining, modifying, and managing declarative policies. Declarative policies are defined based on an XML policy model. The XML policy model dictates the policies that can be expressed by the admin console. The defined declarative policies are enacted without requiring the content management system to be restarted, reconfigured, or re-implemented. An XML-based policy wizard definition language is provided to define policy wizards in the admin console that guide an administrator through the steps of creating and editing the policies. Additionally, at least one policy repository based on LDAP is provided. The at least one policy repository has an interface and is adapted to store a plurality of declarative policies. The policy repository has scalable and distributed capabilities.

Claims (19)

1. A computer implemented method for defining and constraining a behavior of a shared, mobile content management system including a plurality of mobile devices in at least two separate security domains having periodic communications within the system, the computer including a memory, a first processor and a display, comprising:

providing an admin console for defining, modifying, and managing declarative policies by separate security domain for the mobile devices on the display;

defining the declarative policies based on a mobile policy model via the first processor, the mobile policy model dictating the declarative policies available to be expressed by the admin console, the policy model defining available policies, actions, resources for the admin console;

enacting the defined declarative policies without requiring the content management system to be restarted, reconfigured, or re-implemented via the first processor;

providing an XML-based policy wizard definition language for defining policy wizards in the admin console, the policy wizards including a plurality of steps including user prompts and user options to accept selections to create a new policy that perform actions, that guide an administrator through creating and editing the declarative policies;

providing at least one policy repository based on LDAP, the at least one policy repository having an interface and being adapted to store a plurality of declarative policies, the at least one policy repository having scalable and distributed capabilities;

providing a second processor for policy enforcement, to determine which declarative policy applies to a particular transaction from at least one of the plurality of mobile devices; and

distributing the declarative policies to the mobile devices via their respective security domains.

2. The method of claim 1 further comprising, providing a shared content management engine, the content management engine being adapted to retrieve policies from the policy repository through the interface.

3. The method of claim 2 wherein the content management engine is also for evaluating and executing the policies retrieved from the policy repository.

4. The method of claim 1 wherein the second processor is a system transaction processor within the content management engine.

5. The method of claim 1 wherein the content management engine includes a plurality of filters.

6. The method of claim 1 wherein the content management engine includes an event notification component.

7. The method of claim 6 , wherein the event notification is sent to an external system.

8. The method of claim 6 , wherein the event notification component is flexibly extended by adding additional components, the additional components being selected from at least one of a fax component, an e-mail component, a voice component, and a policy actions and notifications component.

9. The method of claim 8 , wherein the content is attached to the notification.

10. The method of claim 8 , wherein content is parsed and embedded within the body of the notification.

11. The method of claim 6 , wherein dynamic data relevant to content is included with a notification generated by the event notification component.

12. The method of claim 8 the dynamic data included in the notification being selected from at least one of a filing size, a publisher, a file location, a file name, and a folder name.

Assignments (6)
SECURITY INTEREST Recorded May 17, 2024
From: TC PLEDGE INTERMEDIATECO INC.; TC PLEDGECO INC.; 1000827877 ONTARIO INC.; TRUECONTEXT CORPORATION; TRUECONTEXT INC.; TRUECONTEXT, INC.
To: FIRST-CITIZENS BANK & TRUST COMPANY
Reel/Frame 067442/0832 →
RELEASE OF SECURITY INTEREST Recorded May 17, 2024
From: THE TORONTO-DOMINION BANK
To: TRUECONTEXT INC. (FORMERLY KNOWN AS PRONTOFORMS INC.)
Reel/Frame 067450/0151 →
CHANGE OF NAME Recorded Nov 23, 2023
From: PRONTOFORMS INC.
To: TRUECONTEXT INC.
Reel/Frame 065675/0187 →
SECURITY INTEREST Recorded Nov 2, 2020
From: PRONTOFORMS INC.
To: THE TORONTO-DOMINION BANK
Reel/Frame 054242/0845 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Nov 17, 2016
From: TRUECONTEXT CORPORATION
To: PRONTOFORMS INC.
Reel/Frame 040358/0316 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jun 24, 2014
From: LEONARD, GLENDA ANN; EISENER, THANE; CRADDOCK, JULIAN; RACHOW, WALDO; HASKINS, PAUL
To: TRUECONTEXT CORPORATION
Reel/Frame 033166/0901 →
Continuity (2)
Continuation 10961784 · Oct 8, 2004
Related Publication 20140324802A1 · Oct 30, 2014