IP Library Granted Patent US 11,256,711
Granted Patent B2
US 11,256,711 · App. 15/614,506 · Granted Feb 22, 2022

Hybrid workflow synchronization between cloud and on-premise systems in a content management system

Inventors: Paul Holmes-Higgin (Guildford, GB); Frederik Heremans (Maidenhead, GB); Tijs Rademakers (Maidenhead, GB); Joram Barrez (Brussels, BE)
Assignee: HYLAND UK OPERATIONS LIMITED
G06F16/27G06F8/61G06F16/178G06F16/275H04L63/02H04L63/10H04L67/1095
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Quick Facts
Patent No.
US 11,256,711
App. No.
15/614,506
Granted
Feb 22, 2022
Kind
B2
Abstract

A workflow executed by an on-premise installation of the content management system can include a cloud workflow and an on-premise workflow relating to on-premise content retained in an on-premise repository managed by the on-premise installation of the content management system. A synchronization can be initiated between the on-premise content and a cloud copy of the on-premise content to reflect a change to either of the on-premise content or the cloud copy in the other of the on-premise content and the cloud copy. The cloud copy can exist at a location managed by a cloud-based installation of the content management system. Upon detection that the cloud workflow has been completed by the location using the cloud copy, a resumption of the on-premise workflow can be triggered using the synchronization between the on-premise content and the cloud copy of the on-premise content. Related systems, methods, products, etc. are described.

Claims (56)

1. A computer program product comprising a non-transitory machine-readable medium storing instructions that, when executed by at least one programmable processor, cause the at least one programmable processor to perform operations of an on-premise installation of a content management system, the operations comprising:

executing at least part of a workflow by the on-premise installation of the content management system, the workflow comprising a cloud workflow and an on-premise workflow relating to on-premise content retained in one or more on-premise repositories managed by the on-premise installation of the content management system;

determining a destination for a cloud copy of the on-premise content stored in a first on-premise repository, the destination comprising a location managed by a cloud-based installation of the content management system, the on-premise installation of the content management system being protected from access by external users by a firewall, and the location being outside of the firewall;

initiating a synchronization between the on-premise content and the cloud copy of the on-premise content from an on-premise installation while maintaining the firewall to ensure sensitive on-premise content is not synchronized,

the synchronization comprising:

providing, during a first communication, an identifier associated with a content item that has changed, without providing specifics about nature of the change, as related to the on-premise content or the cloud copy of the on-premise content;

providing, during a second communication, the specifics about the nature of the change;

pushing an indication of corresponding changes to the on-premise content to the cloud-based installation; and

pulling an indication of the corresponding changes to the cloud copy of the on-premise content from the cloud-based installation to the on-premise installation.

2. The computer program product in accordance with claim 1 , wherein the second communication includes the specifics about the nature of the changes to the content item using the identifier associated with the content item in the first communication and wherein one or more parameters dictate content that can be synchronized.

3. The computer program product in accordance with claim 2 , wherein the operations further comprise receiving a selection of content and properties of the on-premise content to be included in the workflow and wherein the one or more parameters indicate how conflicts between on-premise content and the cloud copy of the on-premise content can be resolved.

4. The computer program product in accordance with claim 1 , wherein the operations further comprise designating, based on the destination, one or more assignees of a service task to be executed on the cloud copy of the on-premise content, the one or more assignees being associated with the cloud-based installation of the content management system.

5. The computer program product in accordance with claim 4 , wherein the service task further designates an outcome that, once completed by the one or more assignees, triggers the resumption of the on-premise workflow.

6. The computer program product in accordance with claim 4 , wherein the service task is associated with a synchronization service initiated from the on-premise installation, the synchronization service synchronizing the content change and/or the metadata change between the on premise content and the cloud copy.

7. A computer implemented method comprising:

executing at least part of a workflow by one or more processors associated with an on-premise installation of a content management system, the workflow comprising a cloud workflow and an on-premise workflow relating to on-premise content retained in an on-premise repository managed by the on-premise installation of the content management system;

determining, by the one or more processors, a destination for a cloud copy of the on-premise content, the destination comprising a location managed by a cloud-based installation of the content management system, the on-premise installation of the content management system being protected from access by external users by a firewall, and the location being outside of the firewall; and

initiating, by the one or more processors, a synchronization between the on-premise content and the cloud copy of the on-premise content from an on-premise installation while maintaining the firewall to ensure sensitive on-premise information is not synchronized,

the synchronization comprising:

providing, during a first communication, an identifier associated with a content item that has changed, without providing specifics about nature of the change, as related to the on-premise content or the cloud copy;

pushing an indication of corresponding changes to the on-premise content to the cloud-based installation; and

pulling an indication of the corresponding changes to the cloud copy of the on-premise content from the cloud-based installation to the on-premise installation.

8. The computer-implemented method in accordance with claim 7 , further comprising:

triggering, by the one or more processors and upon detection that the cloud workflow has been completed by the location using the cloud copy of the on-premise content, a resumption of the on-premise workflow using the synchronization between the on-premise content and the cloud copy of the on-premise content.

9. The computer-implemented method in accordance with claim 7 , further comprising:

adding, by the one or more processors, an aspect to all on-premise content associated with the workflow, the aspect comprising a record that designates the on-premise content for the cloud workflow.

10. The computer-implemented method in accordance with claim 7 , further comprising:

designating, by the one or more processors and based on the destination, one or more assignees of a service task to be executed on the cloud copy of the on-premise content, the one or more assignees being associated with the cloud-based installation of the content management system.

11. The computer-implemented method in accordance with claim 10 , wherein the service task further designates an outcome that, once completed by the one or more assignees, triggers the resumption of the on-premise workflow.

12. The computer-implemented method in accordance with claim 10 , wherein the service task is associated with a synchronization service, the synchronization service synchronizing the content change and/or the metadata change between the on premise content and the cloud copy.

13. The computer-implemented method in accordance with claim 7 , further comprising receiving a selection of content and properties of the on-premise content to be included in the workflow.

14. A system comprising:

computer hardware configured to perform operations of a first installation of a content management system, the operations comprising:

executing at least part of a workflow by the on-premise installation of the content management system, the workflow comprising a cloud workflow and an on-premise workflow relating to on-premise content retained in an on-premise repository managed by the on-premise installation of the content management system;

determining a destination for a cloud copy of the on-premise content, the destination comprising a location managed by a cloud-based installation of the content management system, the on-premise installation of the content management system being protected from access by external users by a firewall, and the location being outside of the firewall; and

initiating a synchronization between the on-premise content and the cloud copy of the on-premise content from an on-premise installation while maintaining the firewall to ensure select on-premise content is not synchronized,

the synchronization comprising:

providing, during a first communication, an identifier associated with a content item that has changed, without providing specifics about nature of the change, as related to the on-premise content or the cloud copy in the other of the on-premise content and the cloud copy, the change comprising at least one of a content change and a metadata change;

pushing an indication of corresponding changes to the on-premise content to the cloud-based installation; and

pulling an indication of the corresponding changes to the cloud copy of the on-premise content from the cloud-based installation to the on-premise installation.

15. The system in accordance with claim 14 , wherein the computer hardware comprises at least one programmable processor and a machine-readable medium storing instructions that, when executed by the at least one processor, cause the at least one programmable processor to perform the operations.

16. The system in accordance with claim 14 , wherein the operations further comprise:

triggering, upon detection that the cloud workflow has been completed by the location using the cloud copy of the on-premise content, a resumption of the on-premise workflow using the synchronization between the on-premise content and the cloud copy of the on-premise content.

17. The system in accordance with claim 14 , wherein the operations further comprise:

adding an aspect to all on-premise content associated with the workflow, the aspect comprising a record that designates the on-premise content for the cloud workflow.

18. The system in accordance with claim 14 , wherein the operations further comprise:

designating, based on the destination, one or more assignees of a service task to be executed on the cloud copy of the on-premise content, the one or more assignees being associated with the cloud-based installation of the content management system.

19. The system in accordance with claim 18 , wherein the service task further designates an outcome that, once completed by the one or more assignees, triggers the resumption of the on-premise workflow.

20. A computer implemented method comprising:

receiving, by one or more processors associated with a cloud-based installation of a content management system, a synchronization initiated by a on-premise installation of the content management system between an on-premise content retained in an on-premise repository managed by the on-premise installation of the content management system and a cloud copy of the on-premise content at a destination comprising a location managed by the cloud-based installation,

the synchronization comprising:

providing, during a first communication, an identifier associated with a content item that has changed, without providing specifics about nature of the change, as related to the on-premise content or the cloud copy in the other of the on-premise content and the cloud copy, the on-premise installation of the content management system being protected from access by external users by a firewall, and the location being outside of the firewall, and the specifics about the nature of the change being provided in a second communication;

pushing an indication of corresponding changes to the on-premise content to the cloud-based installation; and

pulling an indication of the corresponding changes to the cloud copy of the on-premise content from the cloud-based installation to the on-premise installation;

executing a cloud workflow part of a workflow by the one or more processors, the workflow comprising the cloud workflow and an on-premise workflow relating to the on-premise content, the executing occurring in response to a triggering of the cloud workflow part by the on-premise installation; and

sending a notification from the one or more processors to the on-premise installation of the notification indicating that the cloud workflow has been completed by the location using the cloud copy of the on-premise content, the notifying causing the on-premise installation to resume the on-premise workflow using the synchronization between the on-premise content and the cloud copy of the on-premise content from an on-premise installation, while maintaining the firewall to ensure first on-premise content is not synchronized and second on-premise content is synchronized, and providing synchronization options at two or more of site, directory or folder levels.

Assignments (11)
SECURITY INTEREST Recorded Jan 17, 2024
From: HYLAND UK OPERATIONS LIMITED
To: GOLUB CAPITAL MARKETS LLC, AS COLLATERAL AGENT
Reel/Frame 066339/0332 →
RELEASE OF SECURITY INTEREST RECORDED AT REEL/FRAME 055820/0369 Recorded Sep 24, 2023
From: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH, AS COLLATERAL AGENT, A BRANCH OF CREDIT SUISSE
To: ALFRESCO SOFTWARE LIMITED (K/N/A HYLAND UK OPERATIONS LIMITED)
Reel/Frame 065018/0057 →
RELEASE OF SECURITY INTEREST RECORDED AT REEL/FRAME 55820/0343 Recorded Sep 21, 2023
From: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH, AS COLLATERAL AGENT, A BRANCH OF CREDIT SUISSE
To: ALFRESCO SOFTWARE LIMITED (K/N/A HYLAND UK OPERATIONS LIMITED)
Reel/Frame 064974/0425 →
CHANGE OF NAME Recorded Oct 13, 2021
From: ALFRESCO SOFTWARE LIMITED
To: HYLAND UK OPERATIONS LIMITED
Reel/Frame 057909/0840 →
SECURITY AGREEMENT SUPPLEMENT (FIRST LIEN) Recorded Mar 26, 2021
From: ALFRESCO SOFTWARE LIMITED
To: CREDIT SUISSE
Reel/Frame 055820/0343 →
SECURITY AGREEMENT SUPPLEMENT (SECOND LIEN) Recorded Mar 26, 2021
From: ALFRESCO SOFTWARE LIMITED
To: CREDIT SUISSE
Reel/Frame 055820/0369 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jan 15, 2021
From: ALFRESCO SOFTWARE, INC.
To: ALFRESCO SOFTWARE LIMITED
Reel/Frame 054935/0642 →
RELEASE OF SECURITY INTEREST IN PATENTS AT R/F 50372/0079 Recorded Oct 27, 2020
From: GUGGENHEIM CREDIT SERVICES, LLC, AS COLLATERAL AGENT
To: ALFRESCO SOFTWARE, INC.
Reel/Frame 054229/0133 →
NOTICE OF ASSIGNMENT OF PATENT SECURITY AGREEMENT RECORDED AT R/F 045602/0578 Recorded Sep 13, 2019
From: GUGGENHEIM CORPORATE FUNDING, LLC, AS RETIRING AGENT
To: GUGGENHEIM CREDIT SERVICES, LLC, AS SUCCESSOR AGENT
Reel/Frame 050372/0079 →
PATENT SECURITY AGREEMENT Recorded Mar 14, 2018
From: ALFRESCO SOFTWARE, INC.
To: GUGGENHEIM CORPORATE FUNDING, LLC
Reel/Frame 045602/0578 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Dec 4, 2017
From: HOLMES-HIGGIN, PAUL; HEREMANS, FREDERIK; RADEMAKERS, TIJS; BARREZ, JORAM
To: ALFRESCO SOFTWARE, INC.
Reel/Frame 044285/0928 →
Continuity (3)
Continuation 14170323 · Jan 31, 2014
Provisional Application 61887277 · Oct 4, 2013
Related Publication 20170337255A1 · Nov 23, 2017