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OpenText Confidential. ©2018 All Rights Reserved. 1
What’s New in OpenText Extended ECM Platform EP5
OpenText Confidential. ©2018 All Rights Reserved. 2
We are The Information Company
Enabling Intelligent and Connected Enterprises
Inspiring a new way to work
OpenText Confidential. ©2018 All Rights Reserved. 3
Connects content to
your digital business
Process productivity
• Extend content services
into business process
• High-end DM
• Repeatable collaboration
• Records management
• Archiving
User productivity
• Content creation
and retrieval
• Communication
• Ad-hoc collaboration and
sharing
• Good-enough lifecycle
management
Digital workplace Digital business
OpenText Confidential. ©2018 All Rights Reserved. 4
OpenText has once again been named a Leader in the
Gartner Magic Quadrant for Content Services Platforms
This graphic was published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document. The Gartner document is available upon request from OpenText. Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those
vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner’s research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.
Download the 2018 report at
www.opentext.com/campaigns/ecm/gartnermq
The new release of OpenText Extended ECM Platform Release 16
Enhancement Pack 5 (EP5) continues to push the boundaries of how
content elevates process-driven business systems.
Extended ECM EP5 further deepens integrations with lead applications
to bridge content silos, unlocking the value of content to drive insights,
efficiencies and governance.
OpenText Content Services EP5 releases will be generally available by November, 2018
blogs.opentext.com/announcing-opentext-extended-ecm-16-ep5/
blogs.opentext.com/announcing-opentext-content-suite-16-ep5/
OpenText Confidential. ©2018 All Rights Reserved. 7
What’s new in Release 16 EP5 for the
OpenText Extended ECM Platform
OpenText Confidential. ©2018 All Rights Reserved. 8
What’s new in OpenText Extended ECM Platform EP5?
The Extended ECM
platform integrates
Enterprise Content
Management (ECM)
with most lead
applications to bridge
content silos and
deliver content in
context for more
effective business
processes.
OpenText Confidential. ©2018 All Rights Reserved. 9
OpenText Extended ECM 16 EP5 delivers
business value in these key areas:
• Empowering mobile workers to engage in
business processes on the go
• Placing intelligent automation control in the
hands of business owners
• Accelerating Extended ECM deployments,
rolling out business workspaces 20x faster
• Further enhancements for cloud readiness
enable continued deployment flexibility
OpenText Extended ECM—EP5 highlights
OpenText Confidential. ©2018 All Rights Reserved. 10
Access Business Workspaces via Content Server Mobile
• Extended ECM goes
mobile: Workspace on
mobile devices
• Access business
process-related
content, any place,
any time
• Browse through
workspace network
• Take photos to
document an incident
or scan a document
• Scan QR code to
immediately open an
Extended ECM
Workspace
OpenText Confidential. ©2018 All Rights Reserved. 11
Access Extended ECM Workspaces on mobile devices
Scan QR code on delivery van
to immediately open the vehicle
workspace
OpenText Confidential. ©2018 All Rights Reserved. 12
Up-to-date vehicle data
Access Extended ECM Workspaces on mobile devices
Responsible fleet team
members
OpenText Confidential. ©2018 All Rights Reserved. 13
Access Extended ECM Workspaces on mobile devices
OpenText Confidential. ©2018 All Rights Reserved. 14
Add photo to an Extended ECM Business Workspace
OpenText Confidential. ©2018 All Rights Reserved. 15
Placing intelligent automation control
in the hands of business owners
• Extended ECM’s
brand-new Event
Action Center brings
intelligence to
workspaces
• Combine events with
business data-based
rules to generate
documents, update
workspace or start
workflows
• Automate reactions for
events initiated by
Extended ECM or
published by leading
business applications
OpenText Confidential. ©2018 All Rights Reserved. 16
Event Action Center—Configuration Smart View
A new widget for configure event action center
Business Admin
Both external systems or internal
Extended ECM system can
generate events that trigger
actions in Extended ECM
Filter option
OpenText Confidential. ©2018 All Rights Reserved. 17
Event Action Center—Action Plan
A new Smart UI widget to configure Event Action Center
Multiple actions can be planned in
one action plan. Actions are executed
sequentially. Initial supported actions:
generate document, initiate Extended
ECM Workflow
65 %
Supported source:
1. Event properties
2. Content Server Object
3. Result from previous action
Save as template:
Action plan is saved into template
volume to be used in future.
Business Admin
OpenText Confidential. ©2018 All Rights Reserved. 18
Event Action Center—Business Admin Access
New admin entry in the Extended
ECM Platform Volume
Shortcut widget pointing to Event
Action Center
Shortcut widget
OpenText Confidential. ©2018 All Rights Reserved. 19
Event Action Center—Synchronous Mode
EventActionConfigurationInterface
Extended ECM Action LibrarySAP SuccessFactors Events
Salesforce Events
Extended ECM Internal Eents
S/HANA Events
1. Single Event:
execute the action
synchronously
Event Action Center
takes events from business applications and
triggers a defined sequence of actions in
Extended ECM (e.g. Document Generation,
Approval Workflows)
OpenText Confidential. ©2018 All Rights Reserved. 20
Accelerate Extended ECM rollouts—20x faster
• Benefit from new
workspace bulk
creation framework
that accelerates
workspace creation
• Up to 20 times faster
creation of business
workspaces
• Speed up initial loads
and bulk imports of
workspaces for new
Extended ECM
customers
0
5
10
15
20
25
30
35
1 2
Created Workspace per
Second
Series1 Series2
Performance Lab Study
OpenText Confidential. ©2018 All Rights Reserved. 21
What’s new in Release 16 EP5 for the
OpenText Extended ECM Ecosystem
OpenText Confidential. ©2018 All Rights Reserved. 22
Business Attachments—work more efficiently
• Business attachment is
a powerful concept for
linking one document
to many business
objects
• An individual document
can now be linked
within the business
workspace
• This supports re-use of
documents across
workspaces
OpenText Confidential. ©2018 All Rights Reserved. 23
Snapshots—important tool for compliance
• A snapshot is an image
of attachments in a
workspace at a time of
creation
• Snapshots point to the
document version at
the time the snapshot
was created
• The snapshot
document version
cannot be deleted and
is therefore a key
feature in ensuring
compliance
OpenText Confidential. ©2018 All Rights Reserved. 24
• HR processes generally
require some form of
document generation
• The Document Self
Service widget has been
enhanced with document
generation capability as
well as the browse
existing document
• New documents are
automatically stored in
the employee workspace
for compliance purposes
Document Self Service
OpenText Confidential. ©2018 All Rights Reserved. 25
Integration with SuccessFactors®
• Employee self service
is a key requirement to
support HR
transformation—
reducing the burden on
HR staff for day-to-day
queries
• All document
generation capabilities
are now available in
the lead application
interfaces—
SuccessFactors allows
employees to create
and answer their own
common queries
OpenText Confidential. ©2018 All Rights Reserved. 26
Configure document types and SuccessFactors Roles
• Security and access
control are key
requirements when
dealing with sensitive
employee data, both
for staff (permanent or
temporary access) and
HR users
• Security can now be
set for each document
type depending on
user’s role, with total
granularity
OpenText Confidential. ©2018 All Rights Reserved. 27
Integration with Microsoft® Teams
• Microsoft Teams and
Office 365® are the
standard for Content
creation in the Digital
Workplace but lack
true document
management and
records management
capabilities
• Extended ECM Office
365 now integrates
directly into the
Microsoft Teams user
interfaces to provide
full content lifecycle
management
OpenText Confidential. ©2018 All Rights Reserved. 28
Integrated business workspaces
• Not only is the document
structure integrated into
Teams, but as more and
more organizations use
the Business Workspace
approach, these can also
be accessed via the
Teams interface
• This can link
unstructured content with
structured data from
other lead applications
such as SAP® ERP,
S/HANA, Salesforce®
and SuccessFactors
OpenText Confidential. ©2018 All Rights Reserved. 29
Integration with Microsoft Teams
• When working in a
business workspace in
Extended ECM, users
can add documents
directly from Office
365—including
recently accessed
documents in Team
spaces and One Drive
OpenText Confidential. ©2018 All Rights Reserved. 30
Extended ECM for Microsoft Dynamics Customer Engagement, by Contesto
• Customer, Prospect, Sales
and Support documentation
all contain key knowledge for
organizations and this
needs to be made centrally
available to all stakeholders
• Improve customer
engagement by surfacing
OpenText Business
Workspace content in the
Microsoft Dynamics 365 UI
with supporting capabilities
including drag and drop, edit,
filter content and search
• Securely manage the
lifecycle of Microsoft
Dynamics 365 content by
applying roles and
authorization from Microsoft
Dynamics 365 to content
hierarchies
OpenText Confidential. ©2018 All Rights Reserved. 31
Ready to upgrade?
Maximize the value of your investment in
OpenText technology and take advantage
of new features and performance improvements
by staying current with the latest releases.
OpenText Confidential. ©2018 All Rights Reserved. 32
Upgrade with the Professional Services experts
De-risk
upgrade
75% fewer upgrade related issues to Customer
Support when OpenText PS manages the upgrade
Tools and
best
practices
Upgrade assessment, customization and module
review, data migration cloud or on-premises
Local
presence,
global reach
1400+ global Consultants sharing project
implementation experiences and best practices
Discuss your upgrade requirements with the OpenText PS Team
www.opentext.com/campaigns/services-upgrade-opentext-software
OpenText Confidential. ©2018 All Rights Reserved. 33
Resources, supporting material
Where to find more information
OpenText Confidential. ©2018 All Rights Reserved. 34
OpenText Extended ECM Platform EP5 resources
Blogs
Extended ECM Platform EP5:
blogs.opentext.com/announcing-opentext-extended-ecm-16-ep5/
Content Suite 16 EP5:
https://blogs.opentext.com/announcing-opentext-content-suite-16-ep5/
OpenText Content Suite 16 info
https://www.opentext.com/products-and-solutions/opentext-release-
16/opentext-content-suite-16
Extended ECM Platform info
https://www.opentext.com/products-and-solutions/products/enterprise-
content-management/extended-ecm-platform
Ready to upgrade? www.opentext.com/campaigns/services-upgrade-opentext-software
OT Live Customer Webinars
Upcoming: http://www.opentext.com/events-and-webinars
Previously Recorded:
https://sunnyside.vidavee.com/opentext/11FF3CBEEA85260D0A4458
DC55600C54.doc?AF_deliveryChannel=landingpage
OpenText Confidential. ©2018 All Rights Reserved. 35
Join the conversation
OpenText Content Services@OpenTextContent
https://www.opentext.com/products-and-solutions/products/enterprise-content-management/extended-ecm-platform

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What’s new in OpenText Release 16 Extented ECM EP5

  • 1. OpenText Confidential. ©2018 All Rights Reserved. 1 What’s New in OpenText Extended ECM Platform EP5
  • 2. OpenText Confidential. ©2018 All Rights Reserved. 2 We are The Information Company Enabling Intelligent and Connected Enterprises Inspiring a new way to work
  • 3. OpenText Confidential. ©2018 All Rights Reserved. 3 Connects content to your digital business Process productivity • Extend content services into business process • High-end DM • Repeatable collaboration • Records management • Archiving User productivity • Content creation and retrieval • Communication • Ad-hoc collaboration and sharing • Good-enough lifecycle management Digital workplace Digital business
  • 4. OpenText Confidential. ©2018 All Rights Reserved. 4 OpenText has once again been named a Leader in the Gartner Magic Quadrant for Content Services Platforms This graphic was published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document. The Gartner document is available upon request from OpenText. Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner’s research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose. Download the 2018 report at www.opentext.com/campaigns/ecm/gartnermq
  • 5. The new release of OpenText Extended ECM Platform Release 16 Enhancement Pack 5 (EP5) continues to push the boundaries of how content elevates process-driven business systems. Extended ECM EP5 further deepens integrations with lead applications to bridge content silos, unlocking the value of content to drive insights, efficiencies and governance. OpenText Content Services EP5 releases will be generally available by November, 2018
  • 7. OpenText Confidential. ©2018 All Rights Reserved. 7 What’s new in Release 16 EP5 for the OpenText Extended ECM Platform
  • 8. OpenText Confidential. ©2018 All Rights Reserved. 8 What’s new in OpenText Extended ECM Platform EP5? The Extended ECM platform integrates Enterprise Content Management (ECM) with most lead applications to bridge content silos and deliver content in context for more effective business processes.
  • 9. OpenText Confidential. ©2018 All Rights Reserved. 9 OpenText Extended ECM 16 EP5 delivers business value in these key areas: • Empowering mobile workers to engage in business processes on the go • Placing intelligent automation control in the hands of business owners • Accelerating Extended ECM deployments, rolling out business workspaces 20x faster • Further enhancements for cloud readiness enable continued deployment flexibility OpenText Extended ECM—EP5 highlights
  • 10. OpenText Confidential. ©2018 All Rights Reserved. 10 Access Business Workspaces via Content Server Mobile • Extended ECM goes mobile: Workspace on mobile devices • Access business process-related content, any place, any time • Browse through workspace network • Take photos to document an incident or scan a document • Scan QR code to immediately open an Extended ECM Workspace
  • 11. OpenText Confidential. ©2018 All Rights Reserved. 11 Access Extended ECM Workspaces on mobile devices Scan QR code on delivery van to immediately open the vehicle workspace
  • 12. OpenText Confidential. ©2018 All Rights Reserved. 12 Up-to-date vehicle data Access Extended ECM Workspaces on mobile devices Responsible fleet team members
  • 13. OpenText Confidential. ©2018 All Rights Reserved. 13 Access Extended ECM Workspaces on mobile devices
  • 14. OpenText Confidential. ©2018 All Rights Reserved. 14 Add photo to an Extended ECM Business Workspace
  • 15. OpenText Confidential. ©2018 All Rights Reserved. 15 Placing intelligent automation control in the hands of business owners • Extended ECM’s brand-new Event Action Center brings intelligence to workspaces • Combine events with business data-based rules to generate documents, update workspace or start workflows • Automate reactions for events initiated by Extended ECM or published by leading business applications
  • 16. OpenText Confidential. ©2018 All Rights Reserved. 16 Event Action Center—Configuration Smart View A new widget for configure event action center Business Admin Both external systems or internal Extended ECM system can generate events that trigger actions in Extended ECM Filter option
  • 17. OpenText Confidential. ©2018 All Rights Reserved. 17 Event Action Center—Action Plan A new Smart UI widget to configure Event Action Center Multiple actions can be planned in one action plan. Actions are executed sequentially. Initial supported actions: generate document, initiate Extended ECM Workflow 65 % Supported source: 1. Event properties 2. Content Server Object 3. Result from previous action Save as template: Action plan is saved into template volume to be used in future. Business Admin
  • 18. OpenText Confidential. ©2018 All Rights Reserved. 18 Event Action Center—Business Admin Access New admin entry in the Extended ECM Platform Volume Shortcut widget pointing to Event Action Center Shortcut widget
  • 19. OpenText Confidential. ©2018 All Rights Reserved. 19 Event Action Center—Synchronous Mode EventActionConfigurationInterface Extended ECM Action LibrarySAP SuccessFactors Events Salesforce Events Extended ECM Internal Eents S/HANA Events 1. Single Event: execute the action synchronously Event Action Center takes events from business applications and triggers a defined sequence of actions in Extended ECM (e.g. Document Generation, Approval Workflows)
  • 20. OpenText Confidential. ©2018 All Rights Reserved. 20 Accelerate Extended ECM rollouts—20x faster • Benefit from new workspace bulk creation framework that accelerates workspace creation • Up to 20 times faster creation of business workspaces • Speed up initial loads and bulk imports of workspaces for new Extended ECM customers 0 5 10 15 20 25 30 35 1 2 Created Workspace per Second Series1 Series2 Performance Lab Study
  • 21. OpenText Confidential. ©2018 All Rights Reserved. 21 What’s new in Release 16 EP5 for the OpenText Extended ECM Ecosystem
  • 22. OpenText Confidential. ©2018 All Rights Reserved. 22 Business Attachments—work more efficiently • Business attachment is a powerful concept for linking one document to many business objects • An individual document can now be linked within the business workspace • This supports re-use of documents across workspaces
  • 23. OpenText Confidential. ©2018 All Rights Reserved. 23 Snapshots—important tool for compliance • A snapshot is an image of attachments in a workspace at a time of creation • Snapshots point to the document version at the time the snapshot was created • The snapshot document version cannot be deleted and is therefore a key feature in ensuring compliance
  • 24. OpenText Confidential. ©2018 All Rights Reserved. 24 • HR processes generally require some form of document generation • The Document Self Service widget has been enhanced with document generation capability as well as the browse existing document • New documents are automatically stored in the employee workspace for compliance purposes Document Self Service
  • 25. OpenText Confidential. ©2018 All Rights Reserved. 25 Integration with SuccessFactors® • Employee self service is a key requirement to support HR transformation— reducing the burden on HR staff for day-to-day queries • All document generation capabilities are now available in the lead application interfaces— SuccessFactors allows employees to create and answer their own common queries
  • 26. OpenText Confidential. ©2018 All Rights Reserved. 26 Configure document types and SuccessFactors Roles • Security and access control are key requirements when dealing with sensitive employee data, both for staff (permanent or temporary access) and HR users • Security can now be set for each document type depending on user’s role, with total granularity
  • 27. OpenText Confidential. ©2018 All Rights Reserved. 27 Integration with Microsoft® Teams • Microsoft Teams and Office 365® are the standard for Content creation in the Digital Workplace but lack true document management and records management capabilities • Extended ECM Office 365 now integrates directly into the Microsoft Teams user interfaces to provide full content lifecycle management
  • 28. OpenText Confidential. ©2018 All Rights Reserved. 28 Integrated business workspaces • Not only is the document structure integrated into Teams, but as more and more organizations use the Business Workspace approach, these can also be accessed via the Teams interface • This can link unstructured content with structured data from other lead applications such as SAP® ERP, S/HANA, Salesforce® and SuccessFactors
  • 29. OpenText Confidential. ©2018 All Rights Reserved. 29 Integration with Microsoft Teams • When working in a business workspace in Extended ECM, users can add documents directly from Office 365—including recently accessed documents in Team spaces and One Drive
  • 30. OpenText Confidential. ©2018 All Rights Reserved. 30 Extended ECM for Microsoft Dynamics Customer Engagement, by Contesto • Customer, Prospect, Sales and Support documentation all contain key knowledge for organizations and this needs to be made centrally available to all stakeholders • Improve customer engagement by surfacing OpenText Business Workspace content in the Microsoft Dynamics 365 UI with supporting capabilities including drag and drop, edit, filter content and search • Securely manage the lifecycle of Microsoft Dynamics 365 content by applying roles and authorization from Microsoft Dynamics 365 to content hierarchies
  • 31. OpenText Confidential. ©2018 All Rights Reserved. 31 Ready to upgrade? Maximize the value of your investment in OpenText technology and take advantage of new features and performance improvements by staying current with the latest releases.
  • 32. OpenText Confidential. ©2018 All Rights Reserved. 32 Upgrade with the Professional Services experts De-risk upgrade 75% fewer upgrade related issues to Customer Support when OpenText PS manages the upgrade Tools and best practices Upgrade assessment, customization and module review, data migration cloud or on-premises Local presence, global reach 1400+ global Consultants sharing project implementation experiences and best practices Discuss your upgrade requirements with the OpenText PS Team www.opentext.com/campaigns/services-upgrade-opentext-software
  • 33. OpenText Confidential. ©2018 All Rights Reserved. 33 Resources, supporting material Where to find more information
  • 34. OpenText Confidential. ©2018 All Rights Reserved. 34 OpenText Extended ECM Platform EP5 resources Blogs Extended ECM Platform EP5: blogs.opentext.com/announcing-opentext-extended-ecm-16-ep5/ Content Suite 16 EP5: https://blogs.opentext.com/announcing-opentext-content-suite-16-ep5/ OpenText Content Suite 16 info https://www.opentext.com/products-and-solutions/opentext-release- 16/opentext-content-suite-16 Extended ECM Platform info https://www.opentext.com/products-and-solutions/products/enterprise- content-management/extended-ecm-platform Ready to upgrade? www.opentext.com/campaigns/services-upgrade-opentext-software OT Live Customer Webinars Upcoming: http://www.opentext.com/events-and-webinars Previously Recorded: https://sunnyside.vidavee.com/opentext/11FF3CBEEA85260D0A4458 DC55600C54.doc?AF_deliveryChannel=landingpage
  • 35. OpenText Confidential. ©2018 All Rights Reserved. 35 Join the conversation OpenText Content Services@OpenTextContent https://www.opentext.com/products-and-solutions/products/enterprise-content-management/extended-ecm-platform