what’s new in opentext content suite 16
TRANSCRIPT
OpenText Confidential. ©2016 All Rights Reserved. 1
It’s Time to Rethink ECMWhat’s New in OpenText Content Suite 16
OpenText Confidential. ©2016 All Rights Reserved. 2
It’s time toRe-ThinkECM
And its Role in your Digital Transformation
OpenText Confidential. ©2016 All Rights Reserved. 33
Has ECM Failed?
Where does ECM fit in the Digital Enterprise?
OpenText Confidential. ©2016 All Rights Reserved. 44
UN-INTEGRATED | INEFFICIENT
BUSINESS PROCESS
END-USERSFILE ACCESS | COLLABORATION
VOLUMECONTENT | REGULATIONS |
DISCOVERY
Where does ECM fit in the Digital Enterprise?
OpenText Confidential. ©2016 All Rights Reserved. 5
Process ProductivityContent in Context in Business ProcessAdoption through Integration
CONTENT
ControlInfoGovAdoption through Transparency
CONTENT
Personal ProductivityAccess and Share InformationAdoption through Simplicity
CONTENT
Re-Think ECM
OpenText Confidential. ©2016 All Rights Reserved. 77
Personal Productivity
I just want access to my files
I need to share documents to get my job done
OpenText Confidential. ©2016 All Rights Reserved. 88
Personal Productivity
Enterprise File Sync & Share File access and management Sharing and collaboration - inside and outside the
firewall Access from any device
Embrace
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Content Suite 16
1. Remove User Experience as a barrier to adoption
2. Foster innovation with collaboration
3. Extend content creation and sharing outside the Enterprise without compromising control
Personal Productivityredefines
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New Features: OpenText™ Content Server 16
Smart UI: New Role-Based User Experience for Content Suite and xECM
Perspective Manager: Simplifies Building New User Interfaces
Integrated Collaboration: Activity Feeds, In-line Commenting, User Profiles
Search Enhancements: Relevance, Performance, and Recent Items
Improved Email Support: Email as a Content Server subtype, converstion ID
OpenText Confidential. ©2016 All Rights Reserved. 11
Role-based landing/browsing pages
Progressive disclosure Embedded collaboration Inline forms and metadata Responsive design Seamlessly extensible to
other applications
New User Experience for Content Suite and xECMPersonal Productivity
OpenText Confidential. ©2016 All Rights Reserved. 12
Simplified User Experience via Project or Role-Based ViewsPersonal Productivity
Customizable, responsive, role or project-based views from desktop to mobile devices
OpenText Confidential. ©2016 All Rights Reserved. 13
Role-based Landing/Browse PagesPersonal Productivity
OpenText Confidential. ©2016 All Rights Reserved. 14
Built using ActiveView
Allows GUI interface to build Content Server perspectives
Perspective Manager to Customize Landing/Browse PagesPersonal Productivity
OpenText Confidential. ©2016 All Rights Reserved. 15
Simplified User Experience Through Progressive DisclosurePersonal Productivity
Simplified Browse View design Upload single or multiple pieces of content using drag and drop or the Add menu
OpenText Confidential. ©2016 All Rights Reserved. 16
Simplified User Experience Through In-Line Action BarPersonal Productivity
OpenText Confidential. ©2016 All Rights Reserved. 17
Embedded Collaboration
Commenting Favorites Activity Streams
Personal Productivity
OpenText Confidential. ©2016 All Rights Reserved. 18
New Features: OpenText™ Content Intelligence 16
Enables rapid design and deployment of custom tiles/widgets to tailor the new Content Suite 16 Smart View user experience
Enhanced REST API displays Content Suite Widgets & content in other web based systems
Integrates data from other applications, such as SalesForce.com-based Charts/Graphs from OpenText Analytics
OpenText Confidential. ©2016 All Rights Reserved. 19
New Features: OpenText™ Tempo Box 16
Support for projects, cases, binders, and business workspaces
Improved invitations with descriptions and custom messages
Administration enhancements to reporting and internal/external sharing restrictions
OpenText Confidential. ©2016 All Rights Reserved. 20
Tempo Box New Features
Version 10.6.20 releasing with CS16 Bug fixes and improvements Compatible with CS 10.5 and CS 16
Version 16 releasing June 2016 Compatible with CS 10.5 and CS 16 New mobile apps based on AppWorks 16 Enterprise enhancements including support for projects, cases,
binders, and business workspaces Improved invitations with descriptions and custom messages Administration enhancements internal/external sharing restrictions
Personal Productivity
OpenText Confidential. ©2016 All Rights Reserved. 21
New Features: OpenText™ Core
Desktop Sync: Work offline on a synchronized local copy
MS Outlook Integration: Work in Core directly from MS Outlook
Versioning: Control files from initial draft through final version
Metadata Profiles: Locate content and enforce corporate policies
European Datacenter: Comply with regional data privacy regulations
OpenText Confidential. ©2016 All Rights Reserved. 22
Import Publish
Personal ProductivityCore > Content Server Integration
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Process Productivity
Don’t make me file information in another application
I need the right information at the right time to get my job done
OpenText Confidential. ©2016 All Rights Reserved. 2424
Makes business processes more effective through integration
Insures ECM adoption by extending ECM into lead applications
Metadata from Lead Application puts content in context Backbone for unstructured content across value chains
Process Productivity
A BETTERWAY TO WORK
E TENDEDto lead APPLICATIONS
TCONTEto provide CONTENT in
E PERIENCESand enable unique DIGITAL
OpenText Confidential. ©2016 All Rights Reserved. 26
Process Productivity: Combine Content with Context to Create Value!
ContentDocuments• Financial documents• Quotations, Contracts• Invoices, etc.
= ValueIncreased Productivity
Better Engagement
Business Insight
Control (Compliance)
Business Data• CRM & eCommerce• ERP & Supply Chain• HCM
+ Context
Consistent – Relevant – Personal – Connected
Digital Media• Product Collaterals• How to use videos, …
Business Information Model• Business Objects• Business Object Relations
OpenText Confidential. ©2016 All Rights Reserved. 27
Harness developing market adoption of digital experience platforms X
Business Application Integration
Multiply the Value of your Content
Digitize and automate information flows in context of business process
Excellent integrations into the world-leading business applications
OpenText Confidential. ©2016 All Rights Reserved. 28
Better Process Productivity
Content in Context: Across Business ApplicationsCampaign &
Lead GenOpportunity
& Quote Sales Order Engineering(Project)
Production &Delivery Service
Sales Order
Campaign
Lead
Opportunity
Contract
Offer ProductionOrder
QualityInspection
Delivery
Invoice
Case
Project
Customer
Product
Quote
Product Information
Collaterals
Leads Sheets
Contract
Product Specisfication
Sales Order
Order Confirmation
Requirements Specification
Enginering Drawings
Project Documentation
Detailed Specification
Purchase Orders
Material Requirements
Quality Inspections
Case / Problem Documentation
Customer emails
Solution Description
OpenText Extended ECM
OpenText Confidential. ©2016 All Rights Reserved. 29
Content Suite 16
1. Double-down on Customers’ success with SAP
2. More and easier integrations
3. Connect structured to unstructured information to fuel business processes
Process Productivityinvesting in
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Connected Workspaces for Content Suite and xECM
DATA
CONTENT TASKS
PEOPLE
Connected Workspace
Process ProductivityA business workspace represents a meaningful entity in your organization, e.g. a customer, a sales opportunity, a legal matter, a project, or even a community of people with common interests.
OpenText Confidential. ©2016 All Rights Reserved. 31
New Product: OpenText ™ Extended ECM Platform
Includes APIs, SDK, CMIS, and WebReports
Integrate ECM to Any and All Lead Applications
Create Role-Based Dashboards for Maximum User Efficiency
Apply Metadata and Classification Automatically
Expose ECM Content and Data in Lead Applications, or Vice Versa
OpenText Confidential. ©2016 All Rights Reserved. 32
New Product: OpenText ™ Extended ECM Platform
Improve process productivity
Achieve a single source of the truth
Maintain control with automatically applied metadata and classification
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Your Information Backbone
Network of Business Workspaces
DATA
CONTENT TASKS
PEOPLE
Customer WorkspaceDATA
CONTENT TASKS
PEOPLE
Project Workspace
DATA
CONTENT TA SKS
PE OP LE
Supplier Workspace
DATA
CONTENT TA SKS
PE O PLE
PO WorkspaceDATA
CONTENT TASKS
PEOPLE
Opportunity Workspace
OpenText Confidential. ©2016 All Rights Reserved. 34
Templates Based on Business Objects
Folder and Metadata Templates specific to the object in the lead applications
Accounts Products Opportunities Etc.
OpenText Confidential. ©2016 All Rights Reserved. 35
Leverage Workplace Templates for Consistency
Limited taxonomy
Role-based permissions
Based on known business process
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New Features: Extended ECM for SAP ®
Now Includes Brava! Viewer
Integrate ECM into New Fiori UI
Supports HANA as a Database
Enhanced Business Workspace in SAPGUI
Simplified Business Workspace Configuration
Enterprise Managed Services
OpenText Confidential. ©2016 All Rights Reserved. 37
Fiori® Apps with extended workspace
Process ProductivityContent Enriched Process Applications
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New Features: Business Center for SAP ® Solutions 16
Released and Qualified by SAP for SAP S/4HANA
Improved SAP Fiori User Experience
Analytic Framework for OOTB and Custom Key Performance Indicators
Imaging: Brava! View for SAP Solutions Integrated
Support for Digital Mailroom Scenarios
Business Center Capture innovations
OpenText Confidential. ©2016 All Rights Reserved. 39
New Product: Extended ECM for SuccessFactors ®
Improve Hire to Retire Processes and Service Levels with 360° View of Employee
Improve Document Collaboration Through Employee Self-Service within the SFSF Workflows
Improve Employee Engagement with Personalized Communications
Manage Other HR-related Content (Recruiting, Succession Planning, Contingent Workforce…)
Improve Compliance with Full Records Management of Employees’ Digital Files
OpenText Confidential. ©2016 All Rights Reserved. 40
Overview: Extended ECM for SuccessFactors ®
Improve Hire to Retire Processes and Service Levels
Access all HR related content within SFSF UI
Create employee communications within SFSF workflow
Full records mgmt. for employees’ digital files
OpenText Confidential. ©2016 All Rights Reserved. 41
New Product: Extended ECM for Salesforce®
Content in Context = Content in Action
Increased Ease and Accuracy with Customer Engagement
Connected Workspaces as Information Backbone
Integration into Multiple Ecosystems – CRM, ERP, ...
Increased User Adoption and Success with Preferred UI
OpenText Confidential. ©2016 All Rights Reserved. 42
New Product: OpenText Extended ECM for Salesforce
Enterprise Information Management (EIM)
=
Information-fueledBusiness Processes
Connects content with business processesin Salesforce: Marketing, Sales, Service
Provides Business Workspaces formanaging content in business context
Ties Salesforce with backend processes inSAP and Oracle (HR, Production, Finance)
Production & Logistics
HumanResources Finance
Marketing Sales CustomerService
+EIM
Deep Integration with Salesforce
OpenText Confidential. ©2016 All Rights Reserved. 43
Process ProductivityContent Enriched Process Applications
Salesforce with extended workspace
OpenText Confidential. ©2016 All Rights Reserved. 44
Leverage Integration forMetadataAccount Workspace:An account workspace is auto-created for the Salesforce account
Account Details are synchronized asmetadata
OpenText Confidential. ©2016 All Rights Reserved. 45
New Features: OpenText™ Extended ECM for Microsoft® SharePoint®
Remove information silos to reduce data volumes
Improve team productivity and effectiveness
Enforce corporate governance and legal compliance policies on SharePoint content
Minimize delays and disruption caused by missing or inaccessible documentation
Reduce storage and information discovery costs
Control proliferation of Microsoft SharePoint content
OpenText Confidential. ©2016 All Rights Reserved. 46
Overview: OpenText™ Extended ECM for Microsoft® SharePoint®
Connect SharePoint Online to mission-critical processes Integrate SharePoint work
streams and content into ERP, CRM and other critical processes
A 360-degree view into structured and unstructured content
SAP master data for business object
OpenText Confidential. ©2016 All Rights Reserved. 47
Process ProductivityContent Enriched Process Applications
SharePoint with extended workspace
OpenText Confidential. ©2016 All Rights Reserved. 48
New Features: OpenText™ Application Governance and Archiving for Microsoft ® SharePoint ®
Archive content automatically or interactively
Accelerate and manage the rollout of SharePoint sites
Deploy sites with built-in compliance
Extend records management policies to SharePoint
Manage paper and other physical objects from within SharePoint
Simplify management of archived content
OpenText Confidential. ©2016 All Rights Reserved. 49
Overview: OpenText™ Compliance & Productivity Bundle for Microsoft® Office 365™
Holistic approach to information governance, archiving and productivity for Office 365 users
OpenText Confidential. ©2016 All Rights Reserved. 50
Content Server and Extended ECM add-insfor Office 365 Discover, access, and work
with Enterprise content
Supporting Office 365 Sites and SharePoint 2016
Integrating withContent Server 16 and Extended ECM 16
Supports different perspectives on content(full screen + web parts)
OpenText Confidential. ©2016 All Rights Reserved. 51
Extended ECM Workspaces in Office 365 (full-screen)
Return to Office 365
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Keep tabs on OneDrive for Business eDiscovery purposes High-risk individuals or groups Employees leaving organization
Fully automated Configured for individual user or AD group or everyone Incremental archiving of new versions Replicates folder structures, maps metadata
ControlArchiving and Compliance for OneDrive for Business
OpenText Confidential. ©2016 All Rights Reserved. 53
New Features: OpenText™ Enterprise Connect
Now Delivered with Content Server
Quick and Easy Filing of Email Via Outlook Quick Steps
Improved Usability: Context Menu and Actions, Save As, Microsoft Office Ribbon
Context Menu Designer
OpenText Confidential. ©2016 All Rights Reserved. 54
Edit with Enterprise ConnectDesktop
Integration
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ControlProcess Productivity Personal Productivity
• Majority of the business records of the organization
• Many records are case-based
• Classified through inheritance using templates
• Critical to the line of business
• Riskiest and Costliest Content
• Automated capture and management outside of lead application
• Automate or facilitate classification for retention purposes
• Search, hold and export critical
• Critical for government and highly regulated industries
OpenText Confidential. ©2016 All Rights Reserved. 56
Just Say No To Enterprise Taxonomy
Folders are too deep
Permissions are too rigid
Metadata is difficult to apply
Collaboration is stilted
Organizations change
OpenText Confidential. ©2016 All Rights Reserved. 57
Content Suite 16
1. Reduce the risk in Personal Productivity
2. Address the new-world issues of privacy & security
Controlinvesting in
OpenText Confidential. ©2016 All Rights Reserved. 58
Leverage Templates for Classification
Apply Classification thorough inheritance
Metadata integration updates trigger events
OpenText Confidential. ©2016 All Rights Reserved. 59
Search for objects with specific patterns, such as a credit card number
Apply metadata and classifications on results for security
Combine with Brava! For masking
ControlPersonally Identifiable Information
OpenText Confidential. ©2016 All Rights Reserved. 60
New Features: OpenText™ Records Management 16
Simplified User Experience: Integrating RM metadata with a new Content Server Smart UI
Enhanced Security & Compliance: Security clearance levels and supplemental markings required
Dispositioning Features: New, advanced review options with workflow
Enhanced Dashboard: Physical Objects Dashboard & Physical Objects improvements
Enhanced Administration: Additional Audit, Transport and Export features
OpenText Confidential. ©2016 All Rights Reserved. 61
Overview: OpenText™ Records Management 16
OpenText Records Management provides records management capabilities that manage and govern the lifecycle of important electronic and physical information Enables compliance Enhances corporate accountability Ensures the preservation of critical
content Dashboards for quick visualization
OpenText Confidential. ©2016 All Rights Reserved. 62
19 years of DoD 5015.02 Certification history
Perpetual Certification Records Management Application Governance &
Archiving for Microsoft ® SharePoint
Extended ECM for SAP Solutions
FOIA/PA - June 2014
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Records Series Identifier (RSI)▪ RSIs dictate how long corporate
information is retained▪ Disposition time or event based
OpenText Confidential. ©2016 All Rights Reserved. 65
New Features: OpenText™ Archive Center 16
Reliability & Availability: Based on proven Archive Server technology
Active-active cluster: High availability with minimum downtime
High Volume Ingestion: CMIS pipeline, e.g. for legacy content
Streamlined Services: Stand-alone archiving services for CMIS, file share, email
Future Ready: Door opener for ECM Suite
OpenText Confidential. ©2016 All Rights Reserved. 66
Overview: OpenText™ Archive Center 16
OpenText Archive Center is a highly scalable, multi-tenant archive helping organizations manage the explosion of structured and unstructured data (e.g. legacy content, compliant data, email and files) while ensuring it is cost effectively and securely stored in the cloud, on premise or as a hybrid solution Manage the lifecycle of content from capture
through to long-term retention and disposition Backbone to 30+ OpenText Enterprise
Information Management integrations
OpenText Confidential. ©2016 All Rights Reserved. 67
New Features: OpenText™ Auto-Classification 16
Classification Engine: Extended Service Oriented Architecture for end-to-end scalability
Multiple Classifications: on-going classification processes can run simultaneously
ECM Integration: Certified for InfoFusion 16, Content Server 16, Records Management 16
Targeted Classifications: Classification process filters document queue by location/file type
OpenText Confidential. ©2016 All Rights Reserved. 68
Overview: OpenText™ Auto-Classification 16
OpenText’s Auto-Classification solution combines industry-leading records management with cutting edge semantic capabilities providing transparent and defensible classification of enterprise content Reduces litigation risk, storage and eDiscovery costs Improves compliance, security, responsiveness and
user productivity Automates the classification of content in OpenText
Content Server Ability to define classification rules using keywords or
metadata
OpenText Confidential. ©2016 All Rights Reserved. 69
New Features: OpenText™ Brava! for Content Server 16
Enhanced annotation tools in the HTML client
New Splunk®-based administration console
View and annotate video clips; publish and store individual frames
View DWF exports of Revit files with 2D BIM metadata
OpenText Confidential. ©2016 All Rights Reserved. 70
New Features: OpenText™ E-Mail Monitoring 16
Expanded Support: Added support for Archive Server storage tiers
Productivity Enhancements: Interval for automatic folder cleanup via registry settings
Admin Improvements: Allows for bulk updating of Content Server user information
Enhanced De-duplication: verifies the email is a valid via Archive Server reference
Content Server Configuration: Checkbox enables shared configuration across all services
OpenText Confidential. ©2016 All Rights Reserved. 71
New Features: OpenText™ E-Mail Management 16
Platform Support: Several new platforms supported
Compatibility: Support for several OpenText products added
Improved User Experience: Added several UI enhancements to improve productivity
OWA Classifications: Management App allows interactive classification via browser
O365 Management: Several enhancements and features added to management of O365
OpenText Confidential. ©2016 All Rights Reserved. 72
New Features: OpenText™ Engineering Document Management
CS16 Persona Based dashboard for Document Control Managers
Connected Workspaces Support / Improved Integration with Extended ECM / SAP Plant Maintenance
Simplifications in key engineering work processes will accelerate jobs to be done / goals.
A new Background Agent will enable offloading of batch tasks from the interface so that users can move onto other jobs
Enhancements for EPC Project Use Cases: Numerous changes that improve solution fit to EPC projects
OpenText Confidential. ©2016 All Rights Reserved. 73
New Features: OpenText™ Imaging Enterprise Scan
Browser based scanning
Use Content Server Workflow to Extend Document Upload
Completeness Control and Logging
Supports Transport Scenarios
Watermark Imprint
OpenText Confidential. ©2016 All Rights Reserved. 74
New Features: OpenText™ Regulated Information Management
OTDS Integration includes a new Electronic Signatures Signing Password policy page for Administrators to define a signing password policy for signing authorities.
A new Signing Password Expiration agent will notify signing authorities when their signing password is about to expire.
The Signing Password tab of the Content Server user settings now informs a signing authority of the current state of their signing password, and offers an opportunity to provide a new signing password..
System Reports (Sysreports) now include the number of signing users in the environment to help administrators maintain Electronic Signatures license compliance.
Improved Patching of Regulated Environments - Appligent licence keys have now been separated into their own elements within the Electronic Signatures code, allowing for surgical patching.
OpenText Confidential. ©2016 All Rights Reserved. 75
Flexible Deployment Options
Delivering required integration and governance for ECM with • Salesforce - New!• Success Factors - New!• Office 365• Google
Cloud operational efficiencies with on-premises flexibility and configurability• Standard ECM packages with
service levels - New!• Microsoft Azure Certifications -
New!• Process Suite Platform• Experience Suite
SaaS and PaaS for flexibility, agility and scale • Archive Center - New!• Core• Communications Center CRM• Media Management Cloud
Edition• Procurement Performance
Management Application
OpenText Cloud & Managed Services
Managed ServicesHybrid Cloud
OpenText Confidential. ©2016 All Rights Reserved. 76
Managed Cloud Services for ECM
Cloud operational efficiencies with on-premises flexibility and configurability• Standard ECM packages
with service level
Leverage the CloudIntegrate the CloudECM in a hybrid cloud environment
Integration and governance required• SalesForce • Success Factors• Office 365• Google
Embrace the Cloud
SaaS Applications for ECM
Standardized ECM processes and services for the flexibility, agility and scale of the OpenText Cloud
• Archive Center • Core• PowerDocs
Cloud InnovationsContent Suite 16
OpenText Confidential. ©2016 All Rights Reserved. 77
Seeing 16 out of the box, it's like you guys read my mind and did my job for me!
Ethan DutyWeb Applications Developer | Bank of America
OpenText Confidential. ©2016 All Rights Reserved. 78
I manage five generations of work styles; it’s very difficult to configure a system that accounts for all. Now we’ll be able to let people create their own user experience. That’s amazing!
Angela FaresEIM Project Manager | BNSF Railway
OpenText Confidential. ©2016 All Rights Reserved. 79
The Salesforce integration is pretty cool stuff!
Glen ZagorskiIT Manager | Ortho Clinical Diagnostics
OpenText Confidential. ©2016 All Rights Reserved. 80
Enterprise customers were not willing to go to the cloud for a long time, now they’re gone.
Peter LalondeGM Enterprise | Apprento
OpenText Confidential. ©2016 All Rights Reserved. 81
Colleen MacNaughtonCorporate Content Management Team Lead | City of Calgary
We have a complicated disposition review process. We’ve been talking to the Product Team for a little while and it was fantastic to see some of the things we’ve highlighted coming into this new release.
OpenText Confidential. ©2016 All Rights Reserved. 82
www.opentext.com
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Learn More About R16www.opentext.com/16
Rethink ECMwww.opentext.com/campaigns/ecm