what’s new in edocsilta.personifycloud.com/webfiles/productfiles/1452/opentext.pdf · dm 5.3...

Rev 1.1 02092009 Copyright © Open Text Corporation 2008 - 2009. All rights reserved.

Slide 1

What’s New in eDOCS

Introducing Open Text Document

Management, eDOCS Edition

(eDOCS DM) 5.3

Shawna Singletary

eDOCS DM Product Manager

November 18, 2009

IDP Software Development Life Cycle

IDP is a framework that emphasizes a set of project management

values and practices:

Key Practices of IDP:

–Self-Directed and Self-Organizing team

–Common working area

– Iterations lengths consisting of 1 to 4 weeks

–Adaptive planning and learn by doing

–Daily stand-up meeting (15 minutes)

– Three Core Questions

–Daily team measurement – Burn Down Chart

–Demo to external stakeholders at end of each iteration

–Retrospective

–Landmarks

Copyright © Open Text Corporation 2008 - 2009. All rights reserved.

Slide 2

Iterations

What is an Iteration?

Iterations are small complete development cycles (Design, coding,

Implementation, Integration, Verification/Testing, Demo and Documentation);

which deliver incremental components of business functionality.


Slide 4

IDP Overview


Slide 5

Introducing eDOCS DM 5.3

Delivering enhanced application and platform support

Creating easy to deploy client and server-side

installations

Broadening support for multiple file extensions

Creating seamless usage of the Save User Interface

throughout

Supporting multiple communication protocols

Disclaimer

This disclaimer applies to all slides in this presentation.

This disclaimer is required by law – specifically, the U.S. Safe Harbor Statement Under the Private Securities Litigation Reform Act of 1995 - for any presentation, document or press release that contains forward looking statements on products that are not yet released to the general public

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 for the year ended June 30, 2008 and the Quarterly Report on Form 10-Q for the quarter ended December 31, 2008. 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.

Slide 6

Copyright © 2009 Open Text Corporation. All rights reserved.

Updated Platform Support


Slide 7

Windows Communication Foundation

Update servers and clients to include support for:

Windows Communication Foundation (WCF)

HTTP

Advantages to using WCF

Tighter control of port usage

Ability to use Microsoft’s WCF logging utilities to diagnose connection

problems

Servers will remain backwards compatible

Using the eDOCS DM Client Connection Wizard, client machines can choose

which connection to use

Older clients can continue to use DCOM to connect to the eDOCS DM Server

without interruption


Slide 8

Making the Connection


Slide 9

Making the Connection


Slide 10

Save User Interface Enhancements

Users can now change the profile form of a document “on the fly”

With Dynamic Views installed, users can now have access to the

navigational tree from the profile form display

Allows user to navigate through the tree to change metadata

Dialog will appear to ask the user if this is the change they wish to make with

a checkbox allowing them to disable the message the next time around


Slide 11

Microsoft Office 2010 Integration

New Integration

designed from the

“ground up”

Integration files

independent of

previous versions

of Office

Movement from

ODMA and COM

add-ins for the

previous releases

to Microsoft’s

VSTO only for this

release


Slide 12

Integration into the Microsoft Backstage

Customize Your Experience


Slide 13

Create your own eDOCS DM Ribbon

Customize Your Experience

Ability to fully utilize the Quick Access Toolbar (QAT), including quick

access eDOCS DM items – creating a more seamless office

experience


Slide 14

Microsoft Outlook 2010

Ability for users to configure

their eDOCS DM Email settings

from the Outlook options tab

Administrators will have the

ability to restrict / override this

functionality from the Client

Deployment Utility (CDU)

Uses can now dynamically

update their settings, choosing

to save attachments, how to

save them: with the message or

separately into eDOCS

Rewrite of the eDOCS DM

Outlook add-ins to support

Microsoft’s new Outlook model


Slide 15

Outlook 2010 Feature Integration

Currently being investigated

Ability to save email messages as a conversation into eDOCS DM

Ability to use Quick Steps from within Outlook to file mail items quickly and

easily into specific eDOCS DM folders


Slide 16

Microsoft Windows Installer (MSI)

Coverage on all of the

eDOCS DM Server and

eDOCS DM Extensions

Components

eDOCS DM Server 5.3

installation can be net new

or an upgrade from a

previous version of eDOCS

DM Server

Installations can be run with

MSI standard switches


Slide 17

Msiexec.exe /q /i DMServer.msi /l*vx dmserver_install.log ADDLOCAL="ALL"

REMOVE="RMServerFeature" OT_SERIALNUMBER_17="17-xxxx-xxx-

00000001" OT_PASSWORD_17=“xxxxxxxx" OT_SERIALNUMBER_42="42-

xxxx-xxx-00000001" OT_PASSWORD_42=“xxxxxxxx

MSI Installations

Advantages

Because all MSI installations are transactional, they have a built-in rollback

feature for future patches

MSI allows for either full installation of future patches or incremental

MSI packages can be marked as not requiring elevated privileges to install,

allowing a package to install without prompting the user for Administrator

credentials

Standardized Windows delivery mechanism allows us to easily snap-in

additional modules for future delivery

MSI allows for installations to run from a group policy and can include

additional hotfixes, registry, xml and macro files

No need to reboot after installation

Completely customizable based on individual environments


Slide 18

Multiple File Types Support

Problem:

Our customers want to save documents which are outside the two file formats

currently supported for each Office application: Word, PowerPoint and Excel

We need to be able to provide the ability to save documents which is closer to

the native Office save experience

Solution:

We have designed the ability for both Office 2007 and Office 2010 to save and

open file types which have not been previously supported with eDOCS

This will mimic the native save dialog that appears in native Office save

dialogs

User Scenario

Angela receives a CSV file via email from a client with some accounting data.

She needs to include her department information, so she opens the file,

makes her edits and chooses save. The eDOCS save dialog opens and from

the drop-down she chooses to save the document as an .xlsx file. The

document is converted and saved into her document library.


Slide 19


How does it work?

Library generator populates the database with a table: File_Types_Extns

– Defaults are populated with native based single file types from each application

– Most file extensions are disabled by default to allow for easy configuration after

installation


Slide 20


Setup

– Administrators will enable/disable file types based on their needs via the eDOCS

DM Webtop

– Will be supported for Microsoft Word, Excel and PowerPoint 2007 and 2010

– Support for each file type is written into the DM Extensions, DM Server and

application integration for each Office application


Slide 21


On the profile form

– A new drop down has been added to the profile form so users can select what type

of format they wish their document to be saved in

– New Documents will default to the libraries default extension for the application

– Documents which have already been saved will default to the file extension and

format in which the document has been saved


Slide 22

Folder Meta-Data Inheritance

Problem

With the introduction of Dynamic Views users are now heavily dragging and

dropping documents onto ad-hoc folders

Meta Data from fields such as author and document type are inherited from

the folder to the document

Solution

Add the ability to pre-configure based on the individual profile forms the meta-

data inheritance

Act as global settings across the eDOCS DM library per profile form

Administration via eDOCS DM Webtop

The absence of folder inheritance defaults indicates that the documents

should inherit meta data from the folder as it does today

Settings will be cached locally on the client for quicker access on subsequent

saves


Slide 23

Folder Meta-Data Inheritance


Slide 24

Folder Inheritance - Mockups


Slide 25

Product Rebranding

Rebranding from Hummingbird to Open Text eDOCS DM

Updated Documentation

New Installation splash screens

Configuration Screens

eDOCS DM Webtop

Installation Directories

Formally Introducing

Open Text Document Management,

eDOCS Edition


Slide 26

eDOCS DM 5.4

This will be the subsequent feature release of the DM 5.x product line after eDOCS DM 5.3 is released in the first half of calendar 2010

The current timeline is second half of Calendar 2011

Areas currently being discussed for 5.4:

Search Within a folder

Shareable workspaces

DM 5.3 Supports DCOM and Windows Communication Foundation (WCF),

– DM 5.4 will be WCF only

– DCOM will be deprecated as the communication method between the client and server.

Please open an enhancement request for features you would also like to see in the release

Enhancement request with the most customers linked to them will have priority in the review

Development will also review the request and provide feedback on the complexity to help determine if it is feasible or possible

[Published July 20,2009] [Expires September 30,2009] Copyright © 2009 Open Text Corporation. All rights reserved.

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Slide 28

Thank You