What’s new in OpenText Extended ECM Platform CE 20.4 and OpenText Content Suite Platform CE 20.4

OpenText Confidential. ©2020 All Rights Reserved. 1
What’s new in
OpenText Content Suite Platform Cloud Edition (CE) 20.4 and
OpenText Extended ECM Platform Cloud Edition (CE) 20.4
October 2020
Connect content to
digital business

The explosion of remote work
presents new obstacles for
easily and securely
managing, distributing
and using information across
the business.
will increase their use
of cloud-based
technologies over the
next 12 months as a
result of the COVID-19
pandemic
53%
451 Research
Isolated content silos
impede automation
50%
of critical documents
in an ERP application
are stored outside
the ECM system
AIIM
Over
Of respondents

Considered a
permanent shift by
75%
of businesses
-Gartner
Remote work
Rethink Work From Anywhere
Connect content to digital business to improve user productivity
while meeting governance requirements.
Provide secure and
compliant remote
access to structured
and unstructured
data.
Boost productivity
through seamless
integration with digital
workplace and business
applications.
Cut risk and increase
efficiency by
reducing downtime
and guarding against
disruptions.

Content services: Key to
organizational resilience
Efficient access to information
Nurture a strong culture and keep employees
engaged with simple user experiences that span
customers, clients, and employees
Collaboration and teamwork
Drive more value from Microsoft Teams through
integrations with critical business processes run in
ERP, SCM, CRM, CEM and HRM systems
Process stability and efficiency
Integrate content with the applications people work in
every day ensuring information is at hand when, and
where it’s needed
Governance
Adopt a holistic approach that comprehensively
monitors how that information is shared, modified
and used across all content repositories

Seamlessly integrate content in
to critical business applications.
Automate the complexities
of information capture,
collaboration, analysis and
governance.
Connect content to
digital business
Supporting diverse business and industry
needs through improved integrations,
robust content management and
intelligent automation.
Address diverse line of business
and industry needs with tailored
applications and services.

Advanced Technologies
Freeing up resources for creativity and innovation with Automation, AI & Analytics.
Making it faster, easier, and more cost-effective to adopt new capabilities,
reinvent business processes and seize emerging opportunities.
Reducing governance risk and
improving user productivity by
seamlessly connecting content
to your digital business.
Strengthening cyber resilience
with proactive threat protection,
digital forensics, and backup
and recovery.
Building faster and smarter by
providing the building blocks to
create, customize and integrate
applications at a lower cost
Choice and Flexibility
Cloud Editions
All the benefits of cloud, even
on-prem. Run Anywhere with
cloud-native software.
Extend with SaaS
Fast and focused solutions. Simply
and efficiently meet the evolving
needs of your business.
Cloud Services
The components you need to develop,
customize and integrate solutions with
incredible time-to-value.
Managed Services
You can manage or you leave it to us.
Our managed services experts are
dedicated to streamlining your business.
Improving customer interactions
by managing the compelling
content that powers personalized
omnichannel experiences.
Optimizing operations by
connecting trading partners, people,
systems and the Internet of Things
on a single integrated platform

What’s new in
OpenText Content Suite Platform Cloud Edition (CE) 20.4 and
OpenText Extended ECM Platform Cloud Edition (CE) 20.4

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 CE 20.4 Themes
Intelligent
Automation
Cloud &
Containerization
Digital
Workplace
User
Experience
Integrations

Content Services
Content Suite & Extended ECM
Improved
integration with
Digital Workplace
& Digital Business
DIFFERENTIATORS
Deep integration with applications |
Information governance | Breadth of
solutions | Flexible UI
Release themes:
• Cloud & containerization
• User Experience
• Intelligent automation
• Digital Workplace
• Integrations
What’s New in 20.4
What’s new
• Content Server workflow integration with Core Signature Service
• Workspaces templates automate the initiation and termination of a Core Share
• Smart View adds new embedded viewing, refactored UI widgets for role-specific dashboards
• Migrate folders to Business Workspaces
• New streamlined Event Action Center UI; kick off a workflow with a document upload
• Content Server Syndication support for Extended ECM provides offline access to content and workspaces
• Extended ECM now has ability to map and archive Teams to Folders in Content Suite
• Helm Chart templates to deploy solutions in multiple platforms and expanded support for Kubernetes platforms

User experience
New in 20.4

Embedded document
viewing in the Smart View
OpenText Viewing is ‘cloud-first’ viewing
technology included in Content Suite
Platform and Extended ECM Platform
• Quickly access content in a
convenient and easy-to-read slide-out
pane
• Navigate to other documents with
ease without closing the viewing pane
• Delivers high-fidelity viewing across
browsers for many document formats
including images and CAD
• Provides simple and efficient access
to content

Role-specific dashboards
Aggregate, visualize and interact with
important data and content
Content Intelligence introduces
refactored widgets for better user
experience
• Parameters prompts
• New animation when filtering and
sorting
• Better loading
• New and editable color themes
• Action buttons, such as initiate
workflow no longer redirect to Classic
View for Smart View supported
destinations

Parameter prompts (20.4)
Users can be prompted to enter parameters to form criteria in
the WebReport query such as date ranges, attribute values,
and locations. For example, view all insurance claims with an
open status within a date range then email the report.
Parameters can be edited by the user.
Content Intelligence
Widgets refactored
WebReports in the Smart View
Customers want users to run WebReports in the Smart View.
A number of improvements to the Content Intelligence
widgets―Carousel, Tile Report, Nodes List and Visual Count
widgets―makes this possible.
Faster and improved animation (20.4)
Data output can be refined and sorted within the widget
without the need to reload. Animation has been improved.
Smart View report destination (20.4)
Action buttons, such as view details, initiate workflow, notify
(email) users and export to CSV no longer redirect to the
Classic View for Smart View supported destinations.
Improved color themes (20.4)
New colour themes include OpenText colour theme. Colors can
be edited in the widget.

Recently accessed
document templates
Enhanced user experience with
simplification of document template
selection
• End users can create documents
from recently used document
templates

Introducing Sub-menus
Introducing Hierarchical Actions aka
“sub-menus”
• Allow users to navigate though sub
menu actions seamlessly
• Users will be able to select sub menu
actions from both header as well as
inline toolbar actions
• Avoid displaying multiple dialogs,
such as pop-up dialogs

Information Governance
in the cloud
Completing the transition of Records
Management features into the superior
Smart View user interface
• Create and update Records
Management Classifications and RM
Folders from the Smart View
Classification workspace
• View Content Server objects from RM
Classifications and perform actions
on the associated records

Advances in Content Server
Mobile
• In-App tutorial for new users
• Improved offline and edit experience
• New landing page widget to run a
pre-configured search
• New landing page widget to show all
items the current user has reserved
• Search filters will be available to filter
search results
• Viewing audit information
• Showing the activity feed
• Mobile device management:
AirWatch, MobileIron, BlackBerry
Dynamics, Microsoft InTune

Digital Workplace
New in 20.4

Automatically share folders
with external participants
Combine the strengths of Business
Workspaces and Core Share in order to
automatically share folders
• Configure the Workspace template to
automate sharing of content for
Workspace instances
• Ensure compliance of the shared
content using automated initiation and
termination trigger for each share
• Metadata from leading applications
flexibly define the share recipients,
initiation and termination of the share
during the lifecycle of the Business
Workspace instances
Configure Workspace Templates to automatically share
content within Workspace instances

Initiate and terminate share
with metadata
• Business process is progressing...
• Metadata updates in Workspace
instances...
• Which automatically changes the
shares based on the configuration at
the Workspace template

Sign documents with OpenText
Core Signature Service
Support paperless document processes
with electronic signature requirements –
right from within Content Suite Platform!
• New workflow step that can be
integrated into any Content Server
workflow
• Handles signing documents with
OpenText Core Signature Services
• Extend collaboration through to
electronic signature and move to a
completely digital environment

Automatically file signer
information
• Works with Core Signature and
DocuSign integration
• Using Form Template with set attribute
fields
• Any data added to the fields will be
used to pre-fill the signer information in
the signature steps
• Enables further automation of the
signing process

Solution Accelerators
Solution Accelerators for Business
Workspaces
• 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

Display Business Workspace
name when sharing
• Show workspace name in Core Share
when sharing content from Business
Workspaces
• Eliminates confusion in Core Share
when sharing the same folder name
from different Business Workspaces

Updated Report Pack for
WebReports
A new release of the Report Pack for
WebReports improves the reports with
20+bug fixes
• Customers and Services use the
pre-configured WebReports tools
and dashboards, such as Activity
Audit and Anomalous Activity Charts
to help administer their Content
Suite environment

Content Server Syndication
for Extended ECM
• Provides organizations with
geographically remote locations,
security barriers or limited
connectivity a means to provide
consistent access to business
workspace information
• Enables secure, compliant, offline
access to content and system
features for improved productivity and
collaboration
• Optimizes regional storage, reducing
costs while improving performance in
distributed work environments
• Supports business process scenarios
for remote workers in mining,
defense, energy and more
Primary Site
Remote Site

Content Server Syndication now
provides support for regional Storage
Providers
• Optimize storage and database for
regional requirements
• Flexible storage capabilities
supports less expensive remote
storage and better performance for
distributed work environments
• Allows for different External
Document Storage and Databases
(Postgres, SQL, Oracle, and HANA)
• Storage providers can be altered, if
required
• Adheres to Archive Rules for
persistent storage
Reduce cost with regional
storage provisioning
Primary Site
Remote Site
External document
Storage (EFS)
Databases
Storage Providers
Storage Providers
External Doc
Storage (EFS)
Databases
$$$
$

Intelligent Automation
New in 20.4
INTELLIGENT
FILING
INTELLIGENT
WATCHING
EVENT
ACTION
CENTER
SMART DOCUMENT
TEMPLATES
CAPTURE
MACHINE
LEARNING
Intelligent
automation

Event Action Center
enhancements
intelligent content related event driven
business process automation reduces
manual, repetitive tasks for more
effective use of resources
• Event Action Center can now kick off a
workflow with a document upload to
enforce business rules, automate
actions and processes
• New, flexible user interface simplifies
the user experience and makes it
easier to configure actions

Automating workflow initiation ensures
seamless business processes
• In the Action Plans menu it is now
possible to select start workflow as
an action
• Specify the content action to be
initiated to start a workflow as well
the workflow initiator
• A workflow can further trigger
multiple actions:
• WebReports
• Signature (DocuSign, Core
Signature)
• Updates
• Approvals
Event Action Center to
start workflow actions

• Limit raised events based on new
event properties using the rule
expression within upload document
event
• Document Location as a new event
property
• Document Type as a new event
property
o Uploaded documents can be unclassified, or
any classification type, or a specific
(custom) document type
• Easy mapping to detailed business
processes
o In order to break event driven actions down
to specific business requirements, it is
necessary to maximize the raised events
based different business rules
Event Action Center
Configuring Rules

Migrate folders to Business
Workspaces
Increase adoption of the Smart View
and strengthen alignment of your
system to user needs by porting your
‘folder-based’ taxonomies to Business
Workspaces
• Utilize the migration tool to easily
migrate Content Server folders to
Business Workspaces
• Enables transition of users from the
Classic View to the Smart View
CS Folder Business
Workspace

Ecosystem Integrations
New in 20.4

Map Microsoft Teams to
Content Suite folders
Using Extended ECM for Microsoft Office
365 you can now
• Map and archive Teams to Folders in
Content Suite
• Map and archive Channels to Folders
• Allows permanent Teams, not part of a
business process to be mapped and
archived, like departmental Teams

Better support for SAP
DMS documents
Using Extended ECM for SAP Solutions
you can now
• Enable end users to access original
SAP DMS documents in business
workspaces
• Support business objects like
purchase requisition, equipment,
maintenance order and many more
• Enable better collaboration and
content sharing for SAP DMS and
Extended ECM users

Support for S/4HANA
Cloud Extended Edition
Using Extended ECM for SAP Solutions
you can now
• Extended ECM for SAP CE 20.4 is
now certified to support SAP Cloud
Extended Edition
• The enables new SAP customers
using SAP S/4HANA Cloud Extended
the opportunity to mange and deliver
content into SAP process effectively

Cloud & Containerization
New in 20.4

Deployment
Size
Helm Charts – Predefined
Deployment Sizes
Content Suite and Extended ECM Helm
Charts now include predefined
deployment sizes
• Simplify and reduce the time to
deploy our solutions based on
customer need

Azure Kubernetes Services
Release
C
E
Google Kubernetes Engine
Cloud Foundry
Amazon Elastic
Kubernetes Service
Red Hat OpenShift
Platform Support Status by Product:
Helm Charts support for
multiple Kubernetes Platform
Helm Chart templates to deploy our
solutions in multiple platforms

16.10
20.
2
Google Kubernetes Engine
(GKE)
20.
3
OpenText Cloud
(CE)
Cloud Foundry
Container Runtime
(CFCR)
Amazon Elastic
Kubernetes Services
(EKS)
Azure Kubernetes
Services
(AKS)
20.
4
RedHat OpenShift
(Preview)
RELEASES
Oct.2019
Apr.2020
Jul.2020
Oct.2020
Expanded Kubernetes
Platform Support
Run Anywhere: choose where you
deploy
• Introducing support for Amazon
Elastic Kubernetes Service (EKS) and
Azure Kubernetes Services (AKS)
• Preview for RedHat OpenShift
• Support for Google Cloud SQL for
PostgreSQL (20.4)

700+ Settings
Allows automated configuration
for fast deployment and
repeatable application of
settings across environments |
Cloud or On-premise
Configuration scripting
Automated cloud configurations and
rollouts reduce cost and errors
• Administration Pages added to
configuration scripting infrastructure
for CE20.4:
• Configure Security Parameters
• Includes the SameSite Cross Site
Setting Variables
• Configureanguage Settings

Move storage to the cloud
with Core Archive
Core Archive Service running on OT2
can be used as a compliant and
comprehensive storage solution for
Content Suite and Extended ECM
• Provides additional storage options
for organizations with large volumes
of inactive content
• Content remains searchable and
accessible
• Consolidate data across the
enterprise and from multiple lead
applications in a single cloud
archiving solution
• Optimize storage costs and
performance with a hybrid model
Core Archive
for SAP Slotions
Content Suite Platform
Extended ECM Platform
Archive Connector
Archive Connector
Content Suite Platform
Extended ECM Platform

Release CE – Cloud Architecture

Next major
release
• Follows release 16
• Continuous
quarterly delivery of
new innovations
Cloud
native
• Flexible & scalable
containerized
architecture
• Leverages Docker,
Kubernetes and
Helm Charts
Vastly simplified
updates
• Deploy in a fraction
of the time
• Get new features to
users more quickly
Run
anywhere
• Deploy on-prem or in
the cloud of your
choice (including OT
Cloud)
• Integrate with
hyperscaler services
Customize
with confidence
• Isolate custom
changes from the
base product
• Minimizes the effort
involved in synching
with future updates
Cloud Editions (CE) – Content Services reborn cloud

OpenText Cloud Destinations
Off Cloud
CE
in your Data Center
• Behind the firewall
• You manage, update
and upgrade
software
1
Run VM or cloud-native
inside the firewall with
regular and simplified
updates
DIY Public Cloud
CE
on Public Cloud
• Customer managed
• Complex set of
relationships and
SLAs
2
Move existing EIM
workloads to the cloud
to lower costs, improve
agility and drive
innovation
MS on Private Cloud
CE + EMS
on OT Private Cloud
• Managed Service
• Single vendor
relationship
3
Software run by the
experts. A single SLA
that covers
infrastructure and
application
MS on Public Cloud
CE + EMS
Powered by Public Cloud
• Managed Service
• Single vendor
relationship
4
Deploy on Public Cloud
to accelerate growth
and address data
sovereignty, elasticity
and compliance
requirements
SAAS Cloud
Core Apps
on OT2
• Cloud-native multi
tenant Applications
• Self-service
configuration
5
Integrate SaaS
applications to offer
efficiency and flexibility
to meet specific use
cases

Benefits of Cloud Native
• Cloud Editions (CE) uses cloud
native, portable & open source
industry standards such as Docker
and Kubernetes
• Rapid deployment - automation by
design
• Dynamic Scalability – power when
you really need it
• Reduced resource costs – optimal
utilization of hardware
• High availability – disaster recovery,
worldwide rollout, self-healing, rollback
• Run anywhere – run it on-premises or
in any of the major cloud platforms who
support Kubernetes (Azure, AWS,
GCP, OT Cloud, and more)

• Content Server is the
base image for the
majority of Cloud
Editions
• Introduction of Helm
Charts to simplify the
deployments
• We are extending the
Kubernetes Platform
support:
• OTK (Cloud Foundry)
• Amazon Elastic
Kubernetes Service
• Azure Kubernetes
Services
Containerization
SOLUTIONS
Content Suite
Platform
Extended ECM
Platform
Extended ECM for
Salesforce, SAP & O365
Extended ECM
Documentum for SAP
Extended ECM for SAP
SuccessFactors
Extended ECM for
Engineering
Release
CE

What’s inside CE?
Pack and deliver Content
Services solutions as “cloud-
native” applications
Docker Images
Provide an efficient mechanism
for installation and update of
Kubernetes deployments that
run anywhere.
Helm Charts
Ensure that your solutions are
“customer-ready”
out-of-the-box in minutes
Automation
Cloud
Edition
CE

Content
Server
Archive
Center
OTDS
LOREM
IPSUM• Install & Config Tomcat / Java
• Install & Config OTDS
• Install Content Web Services
• Create Content Server resources • Install Tomcat / Java
• Install Content Server
• Install Web Services
• Setup of Content Server
• Install CS modules
• Add trusted sites in OTDS
• Get ready for Business Administration
• Apply license keys
• Apply security settings
• Apply customizations
• Installation
• Configuration
• Content Server Integration
• Upload Certificates
Automation – remove manual system setup
Example: Automated tasks to deploy Content Suite Platform or Extended ECM
<20min
Time to deploy a fully configured Extended ECM system
Extended
ECM

Simplifying the Deployment of
necessary components
• Reduces the amount of inputs
required from end-user (DevOps)
• Ability to handle multiple Kubernetes
Platforms
Directory
Services
PostgreSQL
Content
Server
Frontend
Archive
Center
Content
Server
Admin/
Index
Object Storage
helm install <Release_Name> otxecm -f
otxecm/platforms/cfcr.yaml --set
otcs.contentStore=archive --set
otcs.image.name=<CSP_or_xECM_Image>
otcs.image.tag=20.2
File Storage
Router
Docker and Helm Charts – Streamlining Deployment

Ready to Upgrade?
Staying current with the latest releases
ensures you can take advantage of new
features and performance improvements that
will maximize the value of your investments
in OpenText technology.

Upgrade with OpenText Professional Services
De-risk
upgrade
75% fewer Customer Support calls 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+ ECM Consultants WW sharing project
implementation experiences and best practices
Discuss your upgrade requirements with the OpenText PS Team www.opentext.com/campaigns/services-upgrade-opentext-software

Upgrade yourself with resources from Upgrade Central
Visit Upgrade
Central

Visit the OpenText Digital Zone for webinars, whitepapers and more
resources to help you modernize your approach to Content Services
https://gateway.on24.com/wcc/eh/2257809/category/28544
Visit the Content Suite & Extended ECM YouTube channel for product overviews,
solution demos, customer stories & more
https://gateway.on24.com/wcc/eh/2257809/category/28544

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What’s new in OpenText Extended ECM Platform CE 20.4 and OpenText Content Suite Platform CE 20.4

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