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OpenText Confidential. ©2021 All Rights Reserved. 1
What’s new in
Extended ECM Platform Cloud Edition (CE) 21.3
& Content Suite Cloud Edition (CE) 21.3
July 2021
OpenText Confidential. ©2021 All Rights Reserved. 2
Extended ECM Platform & Content
Suite provide a simple to use,
simple to configure, robust and
efficient solution for managing
content securely in a compliant way
Extended ECM allows seamless
integration between business
applications, e.g. ERP, CRM or HR
Extended ECM Platform & Content Suite CE 21.3 Themes
Intelligent
Automation
Cloud &
Containerization
Digital
Workplace
Integrations
OpenText Confidential. ©2020 All Rights Reserved. 3
Accelerate productivity with
Intelligent Automation
• Intelligent Filing leverages the
capabilities of Extended ECM with Core
Capture Service to analyze, identify and
file documents automatically in the
correct Business Workspace and sub-
folders.
• Event Action Center can trigger
automated events via a “Metadata
Update” occurring in an integrated
business application such as SAP or
Salesforce, or via metadata updates
within an Extended ECM workflow.
Best in class user experiences for the
digital workplace
• The new Smart View Notification Center
Insights provides timely, relevant and
visible notifications improving content
utilization and collaboration related to a
Business Workspace.
• Workflows now display an in-place
preview of attached documents within a
workflow step, eliminating the need to
open them separately and improving
process efficiency.
Transform content viewing and
handling
• Utilize Intelligent Viewing for Content Suite
in order to easily and efficiently review and
compare Office and PDF documents, as
well as engineering documents with
Graphical and Text compare.
Extended ECM Platform
and Content Suite
Enabling content empowered
business processes
OpenText Confidential. ©2021 All Rights Reserved. 4
Intelligent Automation
OpenText Confidential. ©2020 All Rights Reserved. 5
Intelligent Filing for
automated document
ingestion
Next generation content automation
• Intelligent Filing leverages the capabilities of
Extended ECM with Core Capture Service to
analyze, identify and file documents in the
correct Business Workspace and sub-folders.
• Improves user efficiency and accuracy, reduces
time-consuming tasks to navigate and locate
folders to file content.
• Provides Information Governance with the
automating the application of metadata,
permissions, and security through inheritance.
OpenText Confidential. ©2020 All Rights Reserved. 6
Event Action Center
content related event
"Metadata Change"
Automate more work in the background
• Event Action Center automates content-centric
business processes initiated by an internal or
external event.
• Trigger automated events via a “Metadata
Update” occurring in an integrated business
application such as SAP or Salesforce, or via
metadata updates within an Extended ECM
workflow.
• Improve authentication from WebReports to
leading applications.
• Drive productivity by further automating business
processes. Actions can be content centric as well
as related to leading applications.
SuccessFactors Integration
• Employee Rehire
• Employee Hire
• Change in location
• New concurrent employment
• Add global assignment
• Employment termination
• Update of job application status
Upload Document
Extended ECM Event
Metadata Update
All leading
applications
Extended ECM Event (new)
Workflows Users
Action Plans
Add a
Reminder Start Workflow
Create/Update
Workspace
Create
Document*
Start
WebReport
….
All leading
applications
Capture Users
Business Events
Actions
OpenText Confidential. ©2021 All Rights Reserved. 7
Digital Workplace
OpenText Confidential. ©2020 All Rights Reserved. 8
Notification Center now
provides valuable
Insights
Insights for better user experiences
• Users interact with Business Workspaces via the
UI of integrated business applications or directly
in native Smart View.
• With Smart View Notification Center Insights,
users have instant access to valuable information
related to business workspace activities and
events.
• Insights uses a modern and familiar user
experience, with a bell icon signifying the number
of unread messages and a side panel for an
aggregate view of notifications.
• Timely, relevant and visible notifications improve
content utilization and collaboration related to a
Business Workspace.
Insights Panel
Enable Insights
for a Business Workspace
OpenText Confidential. ©2021 All Rights Reserved. 9
Accelerated Smart
View workflows with
attachment preview
Extended possibilities with workflow
• New in workflows, see a preview of attached
documents without opening them separately.
• View documents in-place as part of a workflow
step.
• Enables business scenarios requiring handling
larger amounts of documents with workflows.
• Improves productivity by providing an in-place
overview of attached documents.
OpenText Confidential. ©2020 All Rights Reserved. 10
Graphical and Text
Compare with
Intelligent Viewing
Providing efficient viewing experiences
• Compare versions with a re-designed document
properties page that promotes an intelligent and
responsive in-place viewing experience.
• Text compare will be especially helpful for users
comparing revised drafts of Office and PDF
documents.
• Graphical compare will especially benefit
engineering-focused users when comparing
drafts of CAD drawings.
OpenText Confidential. ©2021 All Rights Reserved. 11
Context Sensitive Help
• Context-sensitive help in Smart View. Now
Users can directly reach to the appropriate help
page with a single click on Help button.
• Context-sensitive help is available for Core
modules eg: Properties, Search, Favorites, My
Assignments, Recently Accessed, Searches
query results tiles.
OpenText Confidential. ©2021 All Rights Reserved. 12
Browse view-settings
persistence
• When browsing in Smart View, User preferred
settings will be persisted eg: Facets filter,
Pagination items per page, List or thumbnail
view toggle, Description toggle, Search results
table view or list view toggle etc.
OpenText Confidential. ©2021 All Rights Reserved. 13
Rendition Administration
• Promote as New Major Version
and Delete Latest Version
Settings
• A features driven by multiple
customer requests
• Greatly improves the efficiency
of large volume document
workflows where processing and
the retention of the original
document is no longer required.
Add Major Version enhancement including the
ability to Delete or Overwrite the latest version.
Located under CS Administration >
Renditions>Configure Versions Folder>Edit Version
Folder
OpenText Confidential. ©2021 All Rights Reserved. 14
SmartView Syndication & Consolidation of Content
• Primary Site Syndicate and
Consolidate options will be
incorporated into SmartView for 21.3.
• SmartView provides a modern
interface design aimed at improving
personal and process productivity
across multiple devices.
• Signals to the user that Syndication
and or Consolidation capability are
actionable.
OpenText Confidential. ©2021 All Rights Reserved. 15
Enterprise Application Integrations
OpenText Confidential. ©2021 All Rights Reserved. 16
Deep Teams integration
with Extended ECM for
Office 365
Create an Extended ECM Workspace
from within the Teams user interface
• Now provides the ability to stay in the MS Team
UI to create a new Business Workspace when
creating a new Team
• For users who work in MS Teams and not
Extended ECM, this further simplifies ease of
use and compliant control of information, right
from their most used interface
OpenText Confidential. ©2021 All Rights Reserved. 17
Cloud & Containerization
OpenText Confidential. ©2021 All Rights Reserved. 18
Content Server Container
• Support for a single shared
Persisted Volume for Search
Indexes
• Adoption of Content Server
new Secrets implementation
(FedRAMP)
• Allows search configuration
for high availability scenarios
• Adopt and meet security
standards
frontend frontend
user
Backend
Front-End
Application
Tier
Back-End
Application
Tier
Backend Backend
Search Indexes
OpenText Confidential. ©2019 All Rights Reserved. 19
Configuration Scripting – Cloud Readiness
Configuration scripting infrastructure for
CE 21.3
Content Server Secrets Support has been integrated into
Scripting Framework, including Audit Events
In addition, for Extended ECM for Office 365 integration
of administration settings for Security Clearance Level
(SCL) and corresponding Azure Information protection
sensitivity labels, including audit events.
900+ Settings
Allows cloud automated configuration
for fast deployment and repeatable
application of settings across
environments
• Scripting of Syndication administration
pages.
OpenText Confidential. ©2021 All Rights Reserved. 20
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.
OpenText Confidential. ©2021 All Rights Reserved. 21
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
OpenText Confidential. ©2021 All Rights Reserved. 22
Visit the Content Suite and Extended ECM YouTube channel for product overviews,
solution demos, customer stories and more
https://www.youtube.com/c/opentext/playlists?view=50&sort=dd&shelf_id=2
Read this blog to build your business case to upgrade
https://blogs.opentext.com/10-reasons-to-upgrade-opentext-content-suite-and-extended-ecm/
OpenText Confidential. ©2021 All Rights Reserved. 23
Upgrade with OpenText Professional Services
The experienced OpenText Migration and
Upgrade Services team help plan and deliver
application upgrades and data migrations to
reduce cost, mitigate risk and increase the value
of OpenText platforms
The team assesses the current environment
and offers the expertise and tools to help ensure
a successful project
We do this all the time !
Get a professional assessment and personalized
upgrade plan from OpenText experts … Learn more
OpenText Confidential. ©2021 All Rights Reserved. 24
Our customers tell the story
Customers trust PS with their upgrades
“OpenText understands our business, understands what is important to us, and can
deliver expertise that is relevant to us. They are not just IT specialists, or
programmers, but true partners.”
Waikato teamed with OpenText Professional Services to upgrade to OpenText
Content Suite, add OpenText Core Share and other capabilities.
“We find them just to be really strong in technical knowledge but also really good at
keeping us in the loop”
To realize its ECM vision, SRP worked closely with OpenText Professional Services.
Design and deployment became a united effort
“They’re actually a part of our team. It’s not like it’s the OpenText and SRP teams.
We’re one team and it’s been a really good working relationship.”
OpenText Confidential. ©2021 All Rights Reserved. 25
Upgrade yourself with resources from Upgrade Central
Visit Upgrade
Central
https://knowledge.opentext.com/knowledge/cs.dll/Open/62508766
opentext.com
twitter.com/opentext
linkedin.com/company/opentext
Thank you

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What’s new in OpenText Extended ECM Platform CE 21.3 and OpenText Content Suite CE 21.3

  • 1. OpenText Confidential. ©2021 All Rights Reserved. 1 What’s new in Extended ECM Platform Cloud Edition (CE) 21.3 & Content Suite Cloud Edition (CE) 21.3 July 2021
  • 2. OpenText Confidential. ©2021 All Rights Reserved. 2 Extended ECM Platform & Content Suite provide a simple to use, simple to configure, robust and efficient solution for managing content securely in a compliant way Extended ECM allows seamless integration between business applications, e.g. ERP, CRM or HR Extended ECM Platform & Content Suite CE 21.3 Themes Intelligent Automation Cloud & Containerization Digital Workplace Integrations
  • 3. OpenText Confidential. ©2020 All Rights Reserved. 3 Accelerate productivity with Intelligent Automation • Intelligent Filing leverages the capabilities of Extended ECM with Core Capture Service to analyze, identify and file documents automatically in the correct Business Workspace and sub- folders. • Event Action Center can trigger automated events via a “Metadata Update” occurring in an integrated business application such as SAP or Salesforce, or via metadata updates within an Extended ECM workflow. Best in class user experiences for the digital workplace • The new Smart View Notification Center Insights provides timely, relevant and visible notifications improving content utilization and collaboration related to a Business Workspace. • Workflows now display an in-place preview of attached documents within a workflow step, eliminating the need to open them separately and improving process efficiency. Transform content viewing and handling • Utilize Intelligent Viewing for Content Suite in order to easily and efficiently review and compare Office and PDF documents, as well as engineering documents with Graphical and Text compare. Extended ECM Platform and Content Suite Enabling content empowered business processes
  • 4. OpenText Confidential. ©2021 All Rights Reserved. 4 Intelligent Automation
  • 5. OpenText Confidential. ©2020 All Rights Reserved. 5 Intelligent Filing for automated document ingestion Next generation content automation • Intelligent Filing leverages the capabilities of Extended ECM with Core Capture Service to analyze, identify and file documents in the correct Business Workspace and sub-folders. • Improves user efficiency and accuracy, reduces time-consuming tasks to navigate and locate folders to file content. • Provides Information Governance with the automating the application of metadata, permissions, and security through inheritance.
  • 6. OpenText Confidential. ©2020 All Rights Reserved. 6 Event Action Center content related event "Metadata Change" Automate more work in the background • Event Action Center automates content-centric business processes initiated by an internal or external event. • Trigger automated events via a “Metadata Update” occurring in an integrated business application such as SAP or Salesforce, or via metadata updates within an Extended ECM workflow. • Improve authentication from WebReports to leading applications. • Drive productivity by further automating business processes. Actions can be content centric as well as related to leading applications. SuccessFactors Integration • Employee Rehire • Employee Hire • Change in location • New concurrent employment • Add global assignment • Employment termination • Update of job application status Upload Document Extended ECM Event Metadata Update All leading applications Extended ECM Event (new) Workflows Users Action Plans Add a Reminder Start Workflow Create/Update Workspace Create Document* Start WebReport …. All leading applications Capture Users Business Events Actions
  • 7. OpenText Confidential. ©2021 All Rights Reserved. 7 Digital Workplace
  • 8. OpenText Confidential. ©2020 All Rights Reserved. 8 Notification Center now provides valuable Insights Insights for better user experiences • Users interact with Business Workspaces via the UI of integrated business applications or directly in native Smart View. • With Smart View Notification Center Insights, users have instant access to valuable information related to business workspace activities and events. • Insights uses a modern and familiar user experience, with a bell icon signifying the number of unread messages and a side panel for an aggregate view of notifications. • Timely, relevant and visible notifications improve content utilization and collaboration related to a Business Workspace. Insights Panel Enable Insights for a Business Workspace
  • 9. OpenText Confidential. ©2021 All Rights Reserved. 9 Accelerated Smart View workflows with attachment preview Extended possibilities with workflow • New in workflows, see a preview of attached documents without opening them separately. • View documents in-place as part of a workflow step. • Enables business scenarios requiring handling larger amounts of documents with workflows. • Improves productivity by providing an in-place overview of attached documents.
  • 10. OpenText Confidential. ©2020 All Rights Reserved. 10 Graphical and Text Compare with Intelligent Viewing Providing efficient viewing experiences • Compare versions with a re-designed document properties page that promotes an intelligent and responsive in-place viewing experience. • Text compare will be especially helpful for users comparing revised drafts of Office and PDF documents. • Graphical compare will especially benefit engineering-focused users when comparing drafts of CAD drawings.
  • 11. OpenText Confidential. ©2021 All Rights Reserved. 11 Context Sensitive Help • Context-sensitive help in Smart View. Now Users can directly reach to the appropriate help page with a single click on Help button. • Context-sensitive help is available for Core modules eg: Properties, Search, Favorites, My Assignments, Recently Accessed, Searches query results tiles.
  • 12. OpenText Confidential. ©2021 All Rights Reserved. 12 Browse view-settings persistence • When browsing in Smart View, User preferred settings will be persisted eg: Facets filter, Pagination items per page, List or thumbnail view toggle, Description toggle, Search results table view or list view toggle etc.
  • 13. OpenText Confidential. ©2021 All Rights Reserved. 13 Rendition Administration • Promote as New Major Version and Delete Latest Version Settings • A features driven by multiple customer requests • Greatly improves the efficiency of large volume document workflows where processing and the retention of the original document is no longer required. Add Major Version enhancement including the ability to Delete or Overwrite the latest version. Located under CS Administration > Renditions>Configure Versions Folder>Edit Version Folder
  • 14. OpenText Confidential. ©2021 All Rights Reserved. 14 SmartView Syndication & Consolidation of Content • Primary Site Syndicate and Consolidate options will be incorporated into SmartView for 21.3. • SmartView provides a modern interface design aimed at improving personal and process productivity across multiple devices. • Signals to the user that Syndication and or Consolidation capability are actionable.
  • 15. OpenText Confidential. ©2021 All Rights Reserved. 15 Enterprise Application Integrations
  • 16. OpenText Confidential. ©2021 All Rights Reserved. 16 Deep Teams integration with Extended ECM for Office 365 Create an Extended ECM Workspace from within the Teams user interface • Now provides the ability to stay in the MS Team UI to create a new Business Workspace when creating a new Team • For users who work in MS Teams and not Extended ECM, this further simplifies ease of use and compliant control of information, right from their most used interface
  • 17. OpenText Confidential. ©2021 All Rights Reserved. 17 Cloud & Containerization
  • 18. OpenText Confidential. ©2021 All Rights Reserved. 18 Content Server Container • Support for a single shared Persisted Volume for Search Indexes • Adoption of Content Server new Secrets implementation (FedRAMP) • Allows search configuration for high availability scenarios • Adopt and meet security standards frontend frontend user Backend Front-End Application Tier Back-End Application Tier Backend Backend Search Indexes
  • 19. OpenText Confidential. ©2019 All Rights Reserved. 19 Configuration Scripting – Cloud Readiness Configuration scripting infrastructure for CE 21.3 Content Server Secrets Support has been integrated into Scripting Framework, including Audit Events In addition, for Extended ECM for Office 365 integration of administration settings for Security Clearance Level (SCL) and corresponding Azure Information protection sensitivity labels, including audit events. 900+ Settings Allows cloud automated configuration for fast deployment and repeatable application of settings across environments • Scripting of Syndication administration pages.
  • 20. OpenText Confidential. ©2021 All Rights Reserved. 20 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.
  • 21. OpenText Confidential. ©2021 All Rights Reserved. 21 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
  • 22. OpenText Confidential. ©2021 All Rights Reserved. 22 Visit the Content Suite and Extended ECM YouTube channel for product overviews, solution demos, customer stories and more https://www.youtube.com/c/opentext/playlists?view=50&sort=dd&shelf_id=2 Read this blog to build your business case to upgrade https://blogs.opentext.com/10-reasons-to-upgrade-opentext-content-suite-and-extended-ecm/
  • 23. OpenText Confidential. ©2021 All Rights Reserved. 23 Upgrade with OpenText Professional Services The experienced OpenText Migration and Upgrade Services team help plan and deliver application upgrades and data migrations to reduce cost, mitigate risk and increase the value of OpenText platforms The team assesses the current environment and offers the expertise and tools to help ensure a successful project We do this all the time ! Get a professional assessment and personalized upgrade plan from OpenText experts … Learn more
  • 24. OpenText Confidential. ©2021 All Rights Reserved. 24 Our customers tell the story Customers trust PS with their upgrades “OpenText understands our business, understands what is important to us, and can deliver expertise that is relevant to us. They are not just IT specialists, or programmers, but true partners.” Waikato teamed with OpenText Professional Services to upgrade to OpenText Content Suite, add OpenText Core Share and other capabilities. “We find them just to be really strong in technical knowledge but also really good at keeping us in the loop” To realize its ECM vision, SRP worked closely with OpenText Professional Services. Design and deployment became a united effort “They’re actually a part of our team. It’s not like it’s the OpenText and SRP teams. We’re one team and it’s been a really good working relationship.”
  • 25. OpenText Confidential. ©2021 All Rights Reserved. 25 Upgrade yourself with resources from Upgrade Central Visit Upgrade Central https://knowledge.opentext.com/knowledge/cs.dll/Open/62508766