What's new in OpenText Content Suite and Extended ECM 16 - May 2019

What’s new in OpenText
Content Suite and Extended ECM 16
May 2019
May, 2019 | Thomas Demmler

OpenText Confidential. ©2019 All Rights Reserved. 2
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.

Enterprise
readiness
Operate ECM securely and
efficiently in a
globally distributed enterprise
Usability and
productivity
Provides users
a continuously improved
user experience
Key themes that steer our roadmap
Content enhanced
business processes
Model your enterprise
with
Business Workspaces
Cloud
Enhanced cloud qualities

Content Suite
Accelerate productivity, improve governance
and drive digital transformation

● Visualize your content as
thumbnails in Grid View
● Identify media files visually by
their thumbnails
● Aspect ratio is kept
● Browse view operations available
● Properties are displayed in
flyouts
● Sorting, filter by name
Thumbnail view

● Displayed when you open an
image in the thumbnail view
● Allows a user to quickly view
images and videos
● Videos (.mp4 format) are
supported in gallery view
● Previous/Next buttons
● “Filmstrip” to select an individual
image
Gallery view

● Download
✦ Multiple items
✦ Entire containers, including all
descendants
● Automatically creates a zip file if
more than one item has been
selected
Zip & download

● Drag & Drop files directly into
sub folders
Drag & drop

● Authoring Approaches
✦ Download + Upload (Add Version)
✦ Reserve + Unreserve
✦ Edit (very convenient)
• Office Applications
▪ Leverages OpenText Office Editor
• Office Online
▪ Web based
▪ Supports co-authoring
● Co-Authoring
✦ Office Online Service
• Leverages OpenText Office Online
Broker Service in the Cloud
✦ Office Online Server (New)
• Complete on-premise solution
• Leverages OpenText Office Online
Broker On-Premise
MS Office
Authoring
Co-Authoring

External Sharing
● Let employees easily and
securely share corporate content
with external parties
● Give administrators visibility and
control
● Real Time bi-directional
synchronization of:
✦ Folders and documents
✦ Document reserve
✦ Document/folder rename or delete
✦ Audit events
● From within Content Server:
✦ Invite external participants
✦ Specify each participants’
OpentText Core role (Manager,
Collaborator or Viewer)
✦ Specify a message for all
participants sent through email

Content Server Mobile
securely work on smart phones
● Manage workflow assignments
✦ My Assignments
✦ Read and edit assignments
✦ Approve & reject assignments
● Functionality
✦ Search, Favorites, Recently
Accessed
✦ View, edit, and reserve documents
✦ Mark documents for offline use
✦ Share, rename, and delete
documents & folders
✦ Adding content (choose an existing
photo, take a photo (iOS only),
select a file from the device, or
share from other apps
✦ View and edit attributes
My Assignments Work on Assignments Approve AssignmentsHome Screen

Kylie can select a new review
decision and enter comments to
explain her decision
There are two Disposition
Reviews assigned
Records Management
● Records Management
Dashboard gives an
overview
● Disposition Review:
✦ Review as stakeholder
disposition assignments in
the Smart View
✦ The OpenText Records
Management disposition
search can automatically
send disposition review
assignments to a first and
second sets of reviewers.
✦ Reviewer can
✦ view the records to be
dispositioned
✦ change the review decision
✦ add comments
✦ share links to records

● Start workflows from documents,
folders, emails or Business
Workspaces
✦ Workflows available are based on
attributes and/or classifications
● Smart View forms for entering
data
✦ Easy to use form editor
● Monitoring & Tracking Widgets:
✦ Tracking of own WFs (Tracking)
and WFs of others (Monitoring)
pays attention to permissions)
✦ Improved performance (New)
✦ Improved layout (New)
• Workflows show as a single line with
all subsequent steps grouped for
better overview
● Signing step now available in
Smart View (New)
Workflow

● Brava!
✦ View
✦ Compare documents
✦ Search & highlight
✦ Annotate
✦ Redact
✦ Threaded discussions
✦ Etc.
● Launch Brava! from Content
Server search results. (New)
● Inline markup indicator (New)
Viewing
Transformation
● Blazon: Advanced rendition engine
● Blazon allows to create a merged
rendition from compound
documents or revisions (New)
New markup indicator

● Brava! provides a “role-based
redaction” experience based on
Content Server groups
● Redaction scripts perform intelligent
recognition and redaction of
personal information
✦ Regular expressions
✦ User-defined names
✦ Pre-built macros
✦ Phrases with wildcards
● Redaction files define zone-based
redactions
Group-Based
View All document contents shown
Restricted Group View Redaction Script removes
US Social Security Number
Unrestricted Group View
Redaction Zones remove
defined area content

Edit Page
● Edit a page layout in Smart View
✦ Add/remove widgets
✦ Change order of widgets
✦ Edit widget options
✦ Change page layout
● Works for
✦ Landing Page + Standard Folders
● Available for: Key Users
● Note:
✦ Business Workspaces are not yet
supported in R16 EP6 (planned for EP7)
● Personalization (Roadmap)
✦ Home Page
✦ Hiding/unhiding and re-ordering of widgets
(in-place editing)
✦ Browse Widget
✦ Hiding/unhiding and re-ordering of columns,
remember sort order

Permissions Explorer
● Quickly and easily
review permissions
✦ See parent folder
and children
✦ View and edit
permissions
✦ Filters for names,
user/groups and
permissions
✦ Facet filtering
✦ Mass changes in
hierarchy
✦ Identify items whose
permissions differ
from parent
✦ Simplified and
advanced
permission view
● Available for
✦ Key Users
Simplified permission view
Facet filtering
Name filtering Permission filteringUser/Group filtering
Toggle simplified and advanced view
Simplified permission level
(click to make changes)
Visual representation of permission levels
Icon to identify items whose
permissions differ from parent
Parent container pinned to top

Permissions Explorer
● Quickly and easily
review permissions
✦ See parent folder
and children
✦ View and edit
permissions
✦ Filters for names,
user/groups and
permissions
✦ Facet filtering
✦ Mass changes in
hierarchy
✦ Identify items whose
permissions differ
from parent
✦ Simplified and
advanced
permission view
● Available for
✦ Key Users
Advanced permission view
Detailed permission levels
(click to make changes)

Serve remote locations
Content Server Syndication
● Remote sites are subjected to high latency,
low bandwidth and/or unstable connections
● Solution:
✦ Manage and share documents across remote
locations with Content Server Syndication.
✦ Focus scenario: Replicate a subset of the
primary server to a remote location, e.g.
selected projects
✦ Adds true offline capability, allowing users to
continue using basic features when the
communication with the central office is lost.
✦ All user operations are executed locally (i.e.
authentication, browse, search, download,
upload), significantly reducing response time
● Note:
✦ Business Workspaces are not yet supported in
R16 EP6

Install, update, patch, and scale
System Center
Product Information
• Release Notes
• Documentation
• Requirements
• Dependencies
Download Center
• Latest software
• Download bundles
• Download dependencies
• My Support integration
Execution Plans
• Product installation
• Product configuration
• Multi-Environment support
• Sync new instance with
master instance (EP7)
• Sync PROD environment
with QA environment (EP7)
Manage and
Maintain
• Patches alerts
• Download/install
patches
• Identifies patch level
Product Catalog Simplified Download Deployment Automation Patching Management
“
Quotes form customers and professional services
• “Overall we have 52 Servers, 24 of them are for Production. We can only say
positive things about it. All the patching until now went smooth and without any
real problems”
• “Yesterday, I managed to update a CS 16.2.7 Vanilla Box to CS16.2.8 using
OpenText System Center Manager in less than 15 minutes. I updated
first OpenText System Center Manager and the update to CS16.2.8 worked like a
charm.”
• “System Center is a significant upgrade. I would have liked to have been notified
of its availability”.

Content Server Anywhere – Target EP7
• Separate software
from configuration
• Separate standard
files from
customizations and
add-ons
• New Support Asset
Volume (EP6)
• New Bootstrap for
Initial Startup
Configuration for
Content Server (EP6)
• Allow Export & Import
of most of the
administrative settings
(413 settings in EP6)
Container Runtime
OT Cloud Platform
Containerized Application
On-Prem Platform
Hyperscaler
Content Suite
Platform
Extended ECM
Platform
Container Runtime
Virtualized Infrastructure
Physical compute, network,
storage
Virtualized Infrastructure,
Management Layer
Physical compute, network,
storage
Content Suite
Platform
Extended ECM
Platform
Content Suite
Platform
Extended ECM
Platform
Public PaaS
Public IaaS

Rapid Deployment – Transport of Configuration
• Export & Import of
Configuration Objects
• Required for Metadata
and all major
Workspace settings
• Simplifies move of
configuration from one
system to another
• Helps with staging of
deployments
• Further improved in
EP6, e.g. Categories.QA / Integration
System
Productive
System
Categories
Classifications
Locations
Workspace Types
Workspace Templates
Business object types
Custom Columns & Facets

Model your enterprise with
Business Workspaces
Connected Workspaces & Extended ECM

● 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.
● Connected Workspaces & Extended ECM 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
Two approaches for ECM applications
Many customers are using both approaches in combination

Extended ECM & CWS
Discussions
● Discussion Widget
(New)
● Discussions can be
used inside a
Business
Workspace for
example to allow
collaboration
between subject
matter experts
● All active
discussions can be
picked up easily

Extended ECM & CWS
Smart View
● Continuous optimization of
Smart View
✦ Better utilization of screen real
estate
✦ Accessibility
✦ Keyboard navigation
✦ Screen reader support
✦ High contrast/resolution support Small Header when integrated into business applications
Data widget uses complete header height
Optimized Header

Extended ECM & CWS
Content Server Mobile
securely work on Smartphones.
● Work with Business Workspaces
✦ Adjusted to smartphone layout
✦ Tabbed layout
✦ Related Business Workspaces
● Functionality
✦ Search, Favorites, Recently
Accessed
✦ View, edit, and reserve documents
✦ Mark documents for offline use
✦ Share, rename, and delete
documents & folders
✦ Adding content (choose an existing
photo, take a photo (iOS only),
select a file from the device, or
share from other apps
✦ View and edit attributes
Business Workspace Related Business WorkspacesHome Screen

Pad
Extended ECM & CWS
On all Devices

Extended ECM & CWS
Business Workspace bulk creation performance
● Business application system, e.g. SAP, intends to create a large number of Business Workspaces
● 20 times faster than 16 EP4 (on average)
● Compatible with existing API
● Enabled via configuration
Application,
create 100
workspaces
SOAP API,
Content Server
4 threads,
25 workspaces Bulk API processing
Benchmark (4 threads)
• 30 Business Workspaces
per second
• 100,000 in 1 hour

Extended ECM & CWS
Microsoft Outlook
▪ Store emails into Business
Workspaces in an easy and
efficient way
▪ Open business workspace
▪ Quickly find a business
workspace from within Outlook
▪ Recently accessed
workspaces
▪ Favorite workspaces
▪ Search by workspace
name (results with type-
ahead)
▪ Suggested Workspaces
▪ Custom Search (New)
▪ Save complete email and/or
individual attachments (New)
▪ Roadmap:
▪ Forms to enter required
meta data (this year)

Extended ECM
Office365
● Work with Office 365 Groups and
Teams, and transfer content to
Extended ECM Business
Workspaces
● Office 365 Teams are created
and associated to an Extended
ECM Business Workspace
automatically or manually
● Office 365 Teams are integrated
in Extended ECM Smart UI
● Retire teams
✦ Initiated by Workspace and Team
owner
✦ Closes Team
✦ Archives Team content into
Business Workspace
✦ Files, Wikis, Notebooks
✦ Chat (Future)

Extended ECM
SAP - Access Archived Data in SAP Fiori
• Access data & content
in an integrated view
• Content in context of a
business process
• Status information and
history in one view
• Runs in SAP Fiori®
• On Premise: Support
of modernized
operating, storage and
database systems
• Cloud Edition:
Enhanced Cloud
Migration Process

Extended ECM
SAP - Content in Context – SAP Fiori App
• Seamless integration
into SAP Fiori user
interface
• Intelligently leverages
SAP data, roles,
events
• Supports a large
number of business
processes

Outlook
Intelligent Automation

From ECM to Intelligent Content Management
Information
Process Systems (ERP,HR, …)
• Business data
• Relationships
• Role
• Etc.
Cognitive Services (AI & ML)
• Language recognition, translation
• Entity extraction
• Etc.
Augmentative Services
• Geo Location
• Image and video services
• Etc.
Efficiency
Content Automation
• Send relevant notifications
• Check outdated or missing docs
• Etc.
Content Presentation
• Role-based user interface
• Provide recommendations
• Etc.
Governance & Compliance
• Apply retentions
• Manage permissions
• Etc.
+ =
Intelligent
usage
of
information

Combine events with business-data-
based rules to generate documents,
update workspace or start workflows
Automate reactions for all received events – initiated by
Extended ECM or published by leading business applications
Event Action Center drives intelligent automation

SuccessFactors’s Time-off
workflow is started by Event
Action Center with information
from sick note
Initiate Time-off
Workflow
Take a picture of sick note.
Employee enters mandatory
fields: From and to date
Take picture
Extended ECM SAP SuccessFactors
Documents are stored
automatically in employee’s
workspace based on document
type rules
Smart Upload & Storage
Start the Action Plan:
Sick note is added
→ initiate time out
Event Action Center
Mobile App
Doctor’s Note via Mobile

Notification Employee Workspace
Completeness Check
Onboarding Documents
Approval Workflow
Employee hired
Employee DataDocument Signature
SuccessFactors signals that a
new employee need onboarding
Intelligent capture of documents or
automatically generate
Automatically create workspace based
on template for employee region
Keep SuccessFactors data
in sync with ECM metadata
Check for missing or
outdated documents
Notify HR Business Partner
about new documents
Send document for employee
signature to DocuSign
Start approval workflow and
notify stakeholders
New hire onboarding

Enterprise
readiness
Operate ECM securely and
efficiently in a
globally distributed enterprise
Usability and
productivity
Provides users
a continuously improved
user experience
Key themes that steer our roadmap
Content enhanced
business processes
Model your enterprise
with
Business Workspaces
Cloud
Enhanced cloud qualities

opentext.com
Thomas Demmler
Director Product Management
Content Suite and Extended ECM
Email: thomas.demmler@opentext.com
LinkedIn: linkedin.com/in/thomasdemmler
Thank you

What's new in OpenText Content Suite and Extended ECM 16 - May 2019

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What's new in OpenText Content Suite and Extended ECM 16 - May 2019