Extended ecm for office 365 overview and roadmap

Extended ECM
for Office 365
Product Overview & Roadmap
Adrian Studer | April 2018

OpenText Confidential. ©2018 All Rights Reserved. 2
Extended
ECM for
Salesforce
Extended
ECM for
Microsoft
SharePoint
Extended
ECM for
SAP
Solutions
Extended
ECM for
Oracle EBS
Extended
ECM for
SAP
Success-
Factors
Extended
ECM for
Government
Extended ECM
Business
Applications
Out of the box integration
& Business Object
Support
Extended
ECM for
Engineering
Extended ECM Product Family – Overview
Extended ECM Platform 16.2
Open Business
Application API + SDK
Web Reports + WR
Workflow Extensions
CMIS Interface
Extended ECM
Platform
Extensibility to any
Business Application
(ERP, CRM, HR)
UI Integration
Widgets
Remote Cache &
Object Importer
Business References
Connectivity
Business Object Types
Content Suite Platform 16.2
Business
Relationships
Archiving
Document
Management
Metadata
Management
Records
Management
Business
Users & Roles
Business
Workspaces
Smart UI &
Document Viewing
Social
File Sync & Share
Content Suite
Platform
Manage complete
Content Lifecycle
Extended
ECM for
Office 365

Extended ECM Platform
Open, Versatile Content Management Platform
SALES ORDER
WORKSPACE
PRODUCT
WORKSPACE
CUSTOMER
WORKSPACE

Extended ECM
Concept of a Business Workspace
A business workspace represents a meaningful entity in your organization, e.g. a customer, an
asset, a legal matter, a project, or even a community of people with common interests.
CUSTOMER
WORKSPACE

Extended ECM for Microsoft Office 365
Extended ECM
Microsoft SharePoint
Rich integrations into
Microsoft Office 365
Extended ECM
Workspaces
SharePoint
Web Parts
RM for SharePoint
Content
Archiving of
SharePoint Content
Search Integration
Single Sign On
Outlook Integration
for Workspaces
SharePoint Online
Integration
Search Widget for
Office 365
Office 365 Groups
Integration
Open Business
Application API + SDK
Web Reports + WR
Workflow Extensions
CMIS Interface
Extended ECM
Platform
Extensibility to any
(ERP, CRM, HR)
UI Integration
Widgets
Remote Cache &
Object Importer
Business References
Connectivity
Business Object Types
Content Suite Platform
Business
Relationships
Archiving
Document
Management
Metadata
Management
Records
Management
Business
Users & Roles
Business
Workspaces
Smart UI &
Document Viewing
Social
File Sync & Share
Content Suite
Platform
Manage complete
Content Lifecycle

▪ Content creation
▪ Collaboration
▪ Communication
▪ Team productivity
Office 365 is great for…
6

Extended ECM and Office 365
Broadening the Reach of the Business Workspace
Content
creation and
ingestion
Content
access and
collaborationBUSINESS
WORKSPACE

SharePoint enable your Business Processes
▪ Search and access
Content Server from
SharePoint
▪ Bring ECM content
to Office 365 users
▪ Enable collaboration
and minimize
duplication
Collaboration
▪ Archive ERP/CRM
and SharePoint in the
same place
▪ Incremental archiving
▪ Rule-driven archiving
▪ Permission
synchronization
▪ Link management
Archiving
▪ Industry leading,
DoD 5015.2 and
VERS certified
▪ Manual + automatic
classification
▪ Search and access
to records from
Office 365
Records
Management
▪ Share content
between ERP, CRM
and SharePoint
▪ Collaboration
between ERP, CRM
and Office 365 users
▪ Organize content
alongside your
business processes
Business
Workspaces

Product Overview
OpenText™ Extended ECM for
Microsoft Office 365

Participate in Business Processes from SharePoint
• OpenText manages business
critical content
• Make content accessible to
SharePoint and Office 365 users
• Collaborate across platforms
• Increase efficiency, unlock value

Seamlessly Work with ECM in SharePoint
• Open up Content Server to
Office 365 users
• Search, browse and access
content
• Contribute new content
• Access metadata and records
management details
• Supports SharePoint Online,
SharePoint 2016 and 2013
• Built on Content Server
Smart UI technology

SharePoint enable your Business Processes
Up-to-date metadata
directly from the ERP
or CRM system
Related business
objects and
transactions
Access to content
relevant to this
business object

Search Extended ECM from SharePoint
• Browse web part
• Search by document name
• Filter by document metadata
• Search web part
• Search result operations (check-out,
RM, etc.)
• Custom search forms
• Based on Content Server index
and search

Integrated with SharePoint and Office 365 Search
• Find Content Server documents with
SharePoint Search
• SharePoint indexing Content Server
• Full text, metadata, ACLs
• Supports Microsoft Cloud Hybrid Search
• Search from anywhere, Office 365 and on-premises
• Office 365 search and Delve for Content Server content
• Transparent to end users

Office 365 Groups Integration
• Office 365 Groups are
integrated in Extended
ECM Smart UI
• Office 365 Groups are
created and associated
to an Extended ECM
Workspace automatically
or manually
• End user can create the
new group or use
existing group.

Collaborate with Extended ECM in Office 365
Click arrows to open this
group, conversation or
calendar in Office 365
Click title to view a
calendar entry.
Click title to view a
conversation thread.
Microsoft Office 365 Group is
linked to an Extended ECM
Workspace which itself can be
linked to ERP or CRM customer

Accelerate Workspace E-Mail Filing in Outlook
2. Select Workspace
folder to store the Mail
and click save icon
1. Search Workspace
by Business Object
Type and Type-Ahead
Search

Records Management & Archiving
• Individual documents, folders,
document sets, sites and lists
• Captures everything
• Versions, metadata, audit trail,
permissions
• Supports different approaches
• Move, copy, stub, incremental
• Manually or fully automated
• Ties into OpenText Records
Management

Archiving complete SharePoint sites
• Governance for inactive
SharePoint sites
• Dissolved teams, completed
projects, …
• Archives complete SharePoint
site for later restore
• Archives documents, document
libraries and lists for compliant
long term retention

Fully automated archiving
• Documents and sites archived with
batch jobs
• Query document type, metadata,
location..
• Transparent to users
• Administration
• Create archiving rules
• Assign rules to document libraries/sites
• Schedule archiving tasks

Archiving for OneDrive for Business
• 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

Co-Authoring with Microsoft Office Online clients!
• Word, Excel, PowerPoint in the
browser
• Works cross-platform (Windows,
Mac, mobile, etc.)
• View and edit, Co-Authoring
(multiple people working on the
same document in real-time)
• No installation on client machine
• Requires Office 365 user license
• Requires add-on license to CSP

Roadmap

Extended ECM for Microsoft Office 365 16.2.4
OpenText Extended ECM for Microsoft Office 365
• Extended ECM for SharePoint is now
Extended ECM for Office 365
• Integration beyond SharePoint
• Office 365 Groups
• OneDrive for Business
• Microsoft Teams (coming soon)
• Enrich business processes with
Office 365 collaboration
• Office 365 collaboration centered
around business processes
BUSINESS
WORKSPACE

Modernized SharePoint Web Parts for Office 365
• Support for modern
SharePoint experience
• Web Part configuration by
business users
• Central configuration from
within Content Server
• Efficient, non-touch
update process
• Built on latest SharePoint
Framework (SPFx)
technology
• Supports SharePoint
Online and 2016

Outlook Add-in: Suggested Workspaces
• Intelligence to assist with faster filing of emails
• Email sender and recipients
• Identify workspaces where emails from the same sender
or recipients were filed before
• Configurable rules
• Identify relevant workspaces based on email attributes
• Examples:
• Suggest case workspace based on case number in email
subject
• Suggest customer workspace based where recent emails
from the sender were filed

SharePoint Cloud Archiving
• Archiving for Office 365 without requirement of a
dedicated SharePoint Server
• Minimal footprint, easy to install and update,
integrated with OpenText Directory Services
(OTDS)
• Supports all existing functionality for archiving
SharePoint Online and OneDrive
• Full support of CS 16.2.x REST APIs
• Basis for future tie-in with Microsoft Groups,
Microsoft Teams and SharePoint Online Archiving
Office 365 Tenant
SharePoint sites
OneDrive for Business
Records Management
Archive Server
Office 365
Integration Service
Archiving Process
Configuration
Reporting

Archiving for Office 365 and remote SharePoint farms
Before 16.2.4
Office 365 Tenant
SharePoint sites
Content Server Platform
Records Management
Archive Server
SharePoint 2013 Farm
SharePoint sites
SharePoint sites
SharePoint 2013 / 2016
application host
Archiving Process
Configuration
Reporting
outbound connection
retrieving data from SharePoint
outbound connection
retrieving data from Office 365
outbound connection
storing data into Content Server

With 16.2.4 and newer
Office 365 Tenant
SharePoint sites
Content Server Platform
Records Management
Archive Server
SharePoint sites
SharePoint sites
Office 365
Integration Service
Archiving Process
Configuration
Reporting
outbound connection
retrieving data from SharePoint
outbound connection
retrieving data from Office 365
outbound connection
storing data into Content Server
OTDS
Authentication
redirecting to OTDS
for authentication

With 16.2.4 and newer

Extended ECM for Office 365 16.2.x (2018)
Integrating Microsoft Teams
• Connect Extended ECM business processes to Office 365’s tools for
informal collaboration and communication
• Connect Extended ECM Business Workspace to existing or new Microsoft Team
• Access Business Workspace from Microsoft Team website and app
• Add results of collaboration (documents, emails) to Extended ECM Business Workspace
• Benefits
• Structured use of Office 365 collaboration tools and communication channels
• Full visibility into business process and associated content from within Office 365
• Frictionless flow of information and documents between Office 365 and Extended ECM
• Less duplication of information, more efficient business processes
LAB PREVIEW

Seamless Integration with Microsoft Office 365 Teams
Microsoft Team
LAB PREVIEW
Open Microsoft Team
connected to
workspace

LAB PREVIEW
Access Business
Workspace from
Team UI

LAB PREVIEW
Integrated Extended
ECM Business
Workspace – Can be
full Smart UI
Perspective or just
Folder Browse View

Office 365
Upload
LAB PREVIEW
Choose from recent
files, files in
connected Team, or
personal OneDrive
Select files to add to
this business
workspace
Add files from
Office 365

What we
have delivered
What we plan
for the future*
Product Roadmap and Directions – Key Themes and Capabilities
What we are
working on
* Not part of formal product roadmap yet
Extended ECM for Office 365
Collaborate around Workspaces
New Microsoft Outlook® add-in to find business
workspaces and store emails in them.
Connect business workspaces with Office 365 Groups
and use new widgets to surface conversations and
calendar within Extended ECM.
Automatically create Office 365 Groups for new
business workspaces.
Interact efficiently – Modern user Experience
Easy to use, configure and update web parts that
integrate seamlessly with the latest Office 365 user
experience.
New search web part lets SharePoint users find
Extended ECM documents from within Office 365.
Deploy rapidly – Cloud Support
Support for more authentication and single-sign-on
scenarios with Office 365.
Extended ECM for Microsoft SharePoint, Cloud Edition.
Collaborate around Workspaces
Suggest relevant business workspaces in Microsoft
Outlook® add-in based on where emails from the same
sender were filed.
Suggest relevant business workspaces in Microsoft
Outlook® add-in with configurable rules, for example
based on a case number in the email subject.
Automatic creation of Office 365 Groups integrated with
Extended ECM scheduled task framework.
Interact efficiently – Modern user Experience
Quarterly updates of add-ins for SharePoint and
SharePoint Online to leverage latest developments in
Extended ECM and Office 365.
Cloud Support
Self-contained integration service to configure, manage
and run automated archiving for SharePoint Online
without dependency on on-prem SharePoint.
Integration of Extended ECM business
workspaces with Microsoft Teams,
including connecting Teams to workspaces,
automated creation of Teams and surfacing
Team content into workspaces
Further enhance suggestion of relevant
business workspaces in Outlook add-in
Separating attachments when saving email
with Outlook add-in
Revamped manual archiving of documents
in SharePoint Online for better user
experience, more functionality, and easier
configuration and deployment
Version 16.2, Updates 2017 Version 16.2.4 – March 2018 Updates 2018

Resources

Customer and Engine File
Example in Automotive: MAN Diesel & Turbo
Increase Agility
To improve document handling, retrieval, and collaboration in
document-centered business processes MAN is implementing
OpenText as a global archiving and records management platform
(GARM) for SAP® and Sharepoint®.
Efficiency and Compliance in Aftersales
The linkage of all documentation (from sales, engineering, quality
assurance, etc.) in one file provides a complete and compliant 360°
view of the customer’s and engine’s history. The solution reduces
cycle time in customer correspondence, saves costs, and results in
competitive advantage for the services business.
Standardize Operations worldwide
Corporate records management guidelines are harmonized
worldwide based on OpenText Records Management.
The seamless integration of the
OpenText Solution simplifies
information access and
accelerates business processes
at MAN Diesel & Turbo.
Achim Wilke
Solution Architect MAN Diesel & Turbo
Global
Operations
Reduce
Cycle Time
Governance, Risk
& Compliance
Integration
Digital
Workplace

Resources

opentext.com
twitter.com/opentext
facebook.com/opentext
linkedin.com/company/opentext
Thank you

Extended ecm for office 365 overview and roadmap

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