What's New and What’s Next in OpenText Extended ECM & Content Suite

OpenText ©2021 All Rights Reserved. 1
What’s New and What’s Next in
OpenText Extended ECM & Content Suite
Product Update & Roadmap
January 2021 | Thomas Demmler – Senior Director Product Management

Disclaimer
Certain statements in this presentation constitute forward-looking statements or forward-looking information within the
meaning of applicable securities laws (“forward-looking statements”). Such forward-looking statements involve known
and unknown risks, uncertainties and other factors that may cause the actual results, performance or achievements of
Open Text, or developments in Open Text’s business or in its industry, to differ materially from the anticipated results,
performance, achievements or developments expressed or implied by such forward-looking statements. Forward-looking
statements include all disclosure regarding possible events, conditions or results of operations that is based on
assumptions about future economic conditions and courses of action. Forward-looking statements may also include any
statement relating to future events, conditions or circumstances. Open Text cautions you not to place undue reliance
upon any such forward-looking statements, which speak only as of the date they are made. Forward-looking statements
relate to, among other things, changes in the ECM market; the market focus of Open Text, Open Text’s revenue mix and
margin targets; Open Text’s operations priorities; and Open Text’s strategy for its products and solutions. The risks and
uncertainties that may affect forward-looking statements include, among others, the completion and integration of
acquisitions, the possibility of technical, logistical or planning issues in connection with deployments, the continuous
commitment of Open Text's customers, demand for Open Text's products and other risks detailed from time to time in
Open Text's filings with the Securities and Exchange Commission and Canadian provincial securities regulators,
including Open Text's Annual Report on Form 10-K and the Quarterly Report on Form 10-k. Forward-looking statements
are based on management’s current plans, estimates, projections, beliefs and opinions, and the Company does not
undertake any obligation to update forward-looking statements should assumptions related to these plans, estimates,
projections, beliefs and opinions change.

Content Suite provides a simple
to use, simple to configure,
robust and efficient solution for
managing content securely in a
compliant way
Extended ECM allows to
seamlessly integrate Content
Suite with business applications,
e.g., ERP, CRM or HR
Extended ECM & Content Suite
Innovate
with
Intelligent
Workspaces
ReThink Content
Management
Update to
Release CE
ECM Content
Services
ReThink Release
Strategy
Choose your
Cloud Strategy
Release CE and
OT2
ReThink Cloud
Acceleration

Intelligent Workspaces

Workspaces
Drive Digital Transformation with Business Workspaces
Traditional approach
◦ Enterprise Workspace and Personal Workspaces
◦ An organization is mapped to a folder hierarchy inside the
Enterprise Workspace, e.g., in the Enterprise Workspace
there are sub folders for business units
◦ User navigates through a hierarchy of folders
Workspace approach
◦ A Business Workspace is a digital twin to an object such as
a customer, an employee, or an order, which is in many
cases managed in a lead business application
◦ User navigates through a network of related Business
Workspaces

Workspaces
Drive Digital Transformation with Business Workspaces
OPPORTUNITY
WORKSPACE
CUSTOMER
WORKSPACE
PROJECT
WORKSPACE
PURCHASE
ORDER
VENDOR
WORKSPACE

Workspaces
Business Workspaces become Intelligent
Build on
Extended ECM
Intelligent
Workspaces
as you become
digital
Smart View Enjoy working in a modern user experience
Intelligent Automation Automate your tasks
Integrated in Business AppsGet business context and meaning
Integrated in MS TeamsCollaborate as team
Remote Working Work in remote locations
Integrated in MS Office 365Edit your documents
Core ShareShare documents with external parties
Workspace TemplatesGet consistent structures
Core SignatureSign documents digitally
Mobile Working Work with mobile devices
Information GovernanceApply your policies
File documents easilyIntelligent Filing
Stay informedGain Insights
Work with content in-placeIntelligent Viewing
Browse business relationshipsConnected
Run Anywhere
Choose your platform

Workspaces
Start Immediately with Solution Accelerators
What’s new?
• Solution Accelerators for Content
Suite based on Workspace
approach
• Solution Accelerators are
preconfigured business scenarios
• Initial Solution Accelerators
• “Product Launch”
• “Records Management”
• Ready to be installed (all
configuration included). Turn on
business scenarios in a few minutes
• Tailor a Solution Accelerator to your
business needs by simply adding
and removing preconfigured reports,
shortcuts to content, search tools,
and other widgets
Solution Accelerator for Product Launch

TYPE
Classify Document
Extract Data
Identify Workspace
Receive email
with attachment
Receive
paper-based
document
Scan
document
• New document
• New version
of document
Intelligent Capture /
Core Capture Services
Extended ECM
Family
Store document
in business
workspace
Workspaces
Automatically File Documents into Workspaces
What’s new?
• Combine Extended ECM with Core
Capture or Intelligent Capture to store
automatically incoming documents at
the right place
• Embedded process flow for Intelligent
Filing (for getting feedback)
What’s next?
• Embedded process flow for Intelligent
Filing (production ready) using a drag
& drop widget in Smart View
Drag & Drop
document

Workspaces
Gain Insights with Relevant Notifications
What’s the idea?
• Watch a Business Workspace to
start receiving relevant and targeted
notification that pertain to your line
of work
• Users want to be notified about
relevant changes of documents in &
data at the Business Workspace
What’s next?
• New Watching mechanism in Smart
View for getting relevant updates
Watch Workspace
Message Center

Workspaces
Reduce Manual Work with Event Action Center
Event Action Center allows intelligent
content related event driven business
process automation
What’s new?
• Event “Upload Document”
• Action “Initiate Workflow”
• Action “Create or Update Business
Workspace”
What’s next?
• Action “Add Reminder”
• Actions for updating SAP S/4HANA,
Salesforce with relevant data of the
business process
• Transport Event Action Center
configuration
Events:
• Event “Upload Document”
• Event “Employee Rehire” (Extended ECM SAP SuccessFactors only)
• Event “Employee Hire” (Extended ECM SAP SuccessFactors only)
• Event “Change in Employee Location” (Extended ECM SAP SuccessFactors only)
• Event “New Concurrent Employment” (Extended ECM SAP SuccessFactors only)
• Event “Add Global Assignment” (Extended ECM SAP SuccessFactors only)
• Event “Employment Termination” (Extended ECM SAP SuccessFactors only)
• Event “Update of Job Application Status” (Extended ECM SAP SuccessFactors only)
• All events configured in SAP SuccessFactors Integration Center
Actions:
• Action “Initiate Workflow”
• Action “Create or Update Workspace”
• Action “Create Document” (Extended ECM SAP
SuccessFactors only)

Workspaces
Share Content Securely with External Parties
Sharing content with external parties.
What’s new?
• Defines business workspace
templates with shared folders
• Automate sharing via a workflow step
• Pays attention to Security Clearance
and Supplemental Markings
• Define an expiry date
• My Shares Widget
What’s next?
• Synchronize document attributes
• To enforce data protection ensure
that shared content is approved
before shared

Workspaces
Syndicate Content around the World
Primary Site
Remote Site
Support work in remote sites and
subsidiaries.
What’s new?
• Use syndication with business
workspaces to overcome low
bandwidth or offline situations in
remote locations
• Support for regional storage
providers to pay attention to regional
storage and database setups
What’s next?
• Syndication support for relationships
between business workspaces

Workspaces
Visualize Information with WebReports
Define tabs in Workspaces that
visualize (calculated) information
What’s new?
• Interactively adjust parameters in
Smart View
• Action buttons, such as initiate
workflow support Smart View
destinations
• Improved performance
What’s next?
• Flexible interactions in Smart View,
e.g., run outstanding insurance
claims within a region, then list
documents or associated business
workspaces. Further report actions
could be to assign open claims to
users

Workspaces
Migrate Folders to Business Workspaces
What’s new?
• Migration tool that allows to convert
easily folders to Business Workspaces
• Import and export Business
Workspaces and Business Workspace
Templates via Object Importer
• Transport Smart View configuration
• Streamlined Transport with exact
dependency matching
What’s next?
• Adjust workspace instances
automatically to updated workspace
templates to support changing
business needs
• Convert (old) contract management to
Business Workspaces
Folders, Projects,
Binder, Cases
Business
Workspace
→ Migrate →

ECM Content Services

Overview
Admin Experience (Cloud & Operations & Infrastructure)
OpenText Cloud Hyperscaler Clouds Off-Cloud Deployment Operations
ECM Infrastructure Monitoring Scalability Storage System Administration
Content Services
Organize
Content
Create
Content
Capture
Content
Manage
Content
Search
Content
Share
Content
Govern
Content
Classify
Content
View
Content
Accomplish
Work
Apply
Signatures
Integrate in
Business App
Integrate in
Desktop
Stay
Informed
Go
Mobile
Work
Remote
Protect
Content
Transform
Content
Applications
Developer Experience (REST & SOAP APIs, OScript, WebReports, CMIS, SDKs, UI Widgets)
Product Customer Supplier Asset Employee Building Material Initiative Record
Admin Experience
Content Management
Application
Business Applications
Developer Experience
Content Services to
build Applications
User Experience (Smart View, Mobile, Desktop)User Experience
Extended ECM for
SAP SuccessFactors
Extended ECM
for SAP Solutions
Extended ECM
for Salesforce
Extended
ECM for MS Office 365
Extended ECM
for …

User Experience - Smart View
Personalize your Landing Page
End users can personalize their landing
page.
What’s new?
• To increase efficiency users also want
to do individual changes
• Hide widgets that are not needed
• Change the order of widgets
• Create new shortcut groups
• “Edit Page” command available now
for each user
End User Experience

Provide Role based Landing Pages
Key users can define landing pages.
What’s new?
• Key User edit the complete landing
page in Smart View
• Add/remove widgets
• Change the widget order
• Editing widget options
• Change the page layout
• Add My Workspace Widget to landing
page
• Add Scan Widget for CS Mobile
Key User Experience

Business Workspaces
Business Workspaces, flexible workspace visualization,
related workspaces, my workspaces, team, metadata,
dossier view, business attachments, add Workspaces to
collections, “Recently Accessed” widget lists Business
Workspaces
Records Management
Apply RM classifications, edit RM metadata,
finalize records, apply & remove holds
assign cross-references, request & borrow
physical items, RM disposition review
& perform actions, assign security clearance
levels & supplemental markings, dashboards
Workflow
My Assignments, start/stop/delete workflow,
complete & forward workflow assignment,
send an assignment for review, track workflow,
view workflow activities, view & edit attachments,
electronic signature, apply signatures
Document Management
Add, delete, edit, add version, rename, share, view
properties, zip & download, copy, move, audit,
reserve/unreserve, copy link, open, collections
facets, editing attributes, standard versioning,
custom columns, browse, pagination,
filtering, thumbnail, advanced versioning, …
Search & Info Display
Full text search, custom view search,
tabular search results, slices, best bets,
search facets, HTML WebReport, carousel,
visual data, WebReports node list, role-based
landing pages, search forms,
personalized search result display
Collaboration
Core Share, MS Teams, forums, commenting,
activities, reminders, wikis, user profiles,
recently accessed, new reminder e-mail format
It’s the Time to Switch to Smart View
Records
Management
Search
&
Info Display
WorkflowCollaboration
Available
in
Smart View
Business
Workspaces
Document
Management

Accelerated Performance for many Operations
• Improved performance
• Open a business workspace
• Browse in folder hierarchy
• Show document overview page
• Upload document with Drag & Drop
• Show Thumbnails
• General page load time
• Show property page
• Display search results

View Content
A modern Viewing Experience
What’s new?
• Integrated next generation viewing
technology - provided by the “Brava!”
team
• New document viewing experience
designed to maximize utilization and
minimize costs
• Quickly access content in a convenient
and easy-to-read slide-in pane
• Premium Add-On “Intelligent Viewing”
What’s next?
• New workflow step with in-place
viewing documents
• Multi-File Viewing
• Document Publishing
• Redactions

Create Content
Create conveniently Documents from Templates
What’s new?
• Create conveniently documents from
templates
• Easy selection of the right document
template by
• Thumbnail view for document
templates
• Grouping of document templates
• Ability to define and auto-fill category
attributes for the document
• Ability to define Records Management
and Security Clearance parameters

Apply Signatures
Sign your Documents with Core Signature or DocuSign
You can use DocuSign or OpenText
Core Signature to sign electronically
documents
What’s new?
• Integration with OpenText Core
Signature Service that allows
employees and third parties to sign
documents in a fast, compliant and
hassle-free way
https://www.opentext.com/products-
and-solutions/products/opentext-
core-signature
• New workflow step that initiates the
signing process
What’s next?
• Support for Core Signature
Templates
• Visual indicator at signed documents
TODO Lars

Work in MS Windows
Increase Productivity with ‘My Working Documents List’
Changed “Office Editor” to “My
Working Documents List” to better
reflect its true functionality which is
quick and easy access to the most
recent documents a user has worked
on + offline availability
What’s new?
• Streamlined user interface
• New action “Send to - Mail as
attachment” to email a document as
Outlook attachment
• New action “Send to - My working
documents list” to have them in the
desktop list without editing

Go Mobile
Work on the Road with CS Mobile
What’s new?
• In-App tutorial for new users
• New landing page widget to run a
pre-configured search
• New landing page widget to show all
items the current user has reserved
• Improved offline and edit experience
• Search filters to filter search results
• Viewing audit information
• Showing the activity feed
• Mobile device management:
AirWatch, MobileIron, BlackBerry
Dynamics, Microsoft InTune
ReThink Cloud
Acceleration

What’s new?
• Classification Workspace in
Smart View
• Multiple RM Classifications
in Smart View
• Add and Remove multiple
RM Classifications on the
Properties page
• Set the primary RM
Classification in Smart View
• Create and update Standard
and Records Management
Classifications and RM
Folders from the Smart View
Classification workspace
• View Content Server objects
from RM Classifications and
performing actions on the
associated records
Govern Content
Govern your Content with RM Classifications

Govern Content
Preconfigured Application for Records Management
What’s new?
• Solution Accelerator “Records Center”
provides a summary view of your
managed objects, dispositions, physical
object, transfers, storage management
and more
• Tailor the Records Center to your
information governance needs by simply
adding and removing preconfigured
reports, shortcuts to content, search
tools, and other widgets
What’s next?
• Solution Accelerator “Records
Management” for rapid deployment of
OpenText’s certified records
management solution
Disposition Search
RM Classifications
Retention Policies (RSIs)
Records Center
Settings & Table Codes
Document Record Set

Oct 2019 Jan 2020 Apr 2020 Jul 2020 Oct 2020 Jan 2021
CE
21.2
<
Apr 2021
Content Suite & Extended ECM
Release Naming
16.2.10
<
16.2.11
<
CE
20.2
<
CE
20.3
<
CE
20.4
<
CE
21.1
<
Changed naming scheme for quarterly updates:
Starting with April 2020 it is “CE year.quarter“
20.2
The year 2020 2nd quarter
Update to Release CE (this is no major upgrade)

Cloud

Latest Innovations
Run Like Never Before
• OpenText Release CE allows
container deployments and
deployments on bare metal or VM.
• OpenText Cloud Services on OT2
◦ Core Archive Service
◦ Core Capture Service
◦ Core Viewing & Transformation
Service
◦ Core Share Service
◦ Core Signature Service
• Integration of hyperscaler services
• Close cooperation with Google and
Microsoft
OT2
Release
CE

Cloud Platforms
Run Anywhere – Cloud Native in all Major Clouds
What’s new?
• Go for a modern cloud deployment on the
Kubernetes platform of your choice
Kubernetes Platforms
• OpenText Cloud
• Google Kubernetes Engine
• Amazon Elastic Kubernetes Service
• Azure Kubernetes Services
• Cloud Foundry Container Runtime
• RedHat OpenShift (soon)
Release
CE

Cloud Databases
Run Anywhere – Cloud Databases in all Major Clouds
What’s new?
• Chose the appropriate Cloud
database
• Provides attractive database costs
• Reduces efforts for administration
and manual database upgrade
Cloud Databases
• Google Cloud SQL
• Azure PostgreSQL Database
• Amazon RDS for PostgreSQL
Google Cloud SQL Azure PostgreSQL Amazon RDS
GKE AKS EKS

Cloud Archive
Use Core Archive as a Compliant Storage Solution
What’s new?
• Core Archive Service running on OT2 can
be used as a compliant and comprehensive
storage solution for Content Suite and
Extended ECM
• Leverage cost-effective multi-tenant cloud
archiving service and storage
• Consolidate into one archiving solution
running in the cloud, for secure information
governance
Core Archive
Service
Content Suite Platform
Extended ECM Platform
Archive Connector
Archive Connector
Content Suite Platform
Extended ECM Platform

Integrate OpenText OT2 services into Release CE to
drive hybrid use cases and simplify CE deployments
Make your choice of a cloud hyperscaler
(Google, Microsoft Azure, Amazon) or do off-cloud
or do OpenText Cloud
Run cloud-native on a
Kubernetes platform with Release CE
Cloud Transformation Options

Summary

37
Intelligent Workspaces
Run Better
Update to Release CE
ReThink Content
Management
ReThink Cloud
Acceleration
ReThink Release
Strategy

Thomas Demmler
Senior Director Product Management
Extended ECM | Content Suite
thomas.demmler@opentext.com
linkedin.com/in/thomasdemmler
Join the Extended ECM community at LinkedIn
10 Reasons to upgrade to OpenText Extended ECM CE
OpenText Extended ECM

What's New and What’s Next in OpenText Extended ECM & Content Suite

Recommended

Recommended

More Related Content

What's hot

What's hot (20)

Similar to What's New and What’s Next in OpenText Extended ECM & Content Suite

Similar to What's New and What’s Next in OpenText Extended ECM & Content Suite (20)

More from Thomas Demmler

More from Thomas Demmler (9)

Recently uploaded

Recently uploaded (20)

What's New and What’s Next in OpenText Extended ECM & Content Suite