OpenText ApplicationXtender -the basics

The information conundrum
How Content Services makes information out of
documents

OpenText Confidential. ©2017 All Rights Reserved. 2
Who am I-Product Marketing
Manager
Dr. Christopher Wynder
Formerly:
Director of Client Services- ThinkDox [Laserfiche VAR].
-Managed strategic partnerships, Marketing, Implementation and Support
teams.
Senior Consulting Analyst- Info-Tech Research Group.
-Managed the Information management practice including vendor comparisons
(ECM, WCM, Archiving, Productivity suites), implementation strategy and
information governance.
-Also served as Healthcare/Pharma SME.
Canadian Research Chair- Neurodevelopment Genetics and Stem Cells.
-I led a group that studied drug discovery for Brain cancer.
-Collaborated and consulted with Physicians and hospitals to aid in clinical
research programs.

Awash in a sea of information

You can spend all of your time trolling for information

Wasting time sorting through PDFs with the same
filename
Scooping up “schools” of file types and sorting for the valuable ones is
time consuming.
It is the primary cause of inefficiency for both external communication
as well as internal processes

• Information management is
complicated
• Businesses need a platform that can
scale and be part of several processes-
both customer facing AND employee
facing
Content is only valuable as part of the
bigger picture
ApplicationXtender provides the tools to
move away from file type classification to
process based organization of content
Business of all kinds struggle with managing content

Why not organize content based on process?

That way your fishing expedition nets all of the
information you need to get work done

PDF
Capture Organize
Route
Report
Use
where-ever
Physical
documents need
some basic
metadata
Email records
need to be
attached to
contracts
Historical files
need some level of
searchability to
ensure work is not
duplicated
Documents should be
group by task not file
type
Time sensitive
documents should be
made available ASAP
How, when and who
uses content is key
to long term value
Work is no longer bound
by a desk
The quality of the user experience
should be the same on all devices
Content needs structure to be useful information

Matching the service platform to the
information management strategy

Todays organizations need content services reduce
searching for information
8 am 10 am Noon 2 pm 5 pm 8 pm
How repeatable is their day?
Most user’s spend their time doing similar but not identical tasks
These Barely Repeatable Processes (BRPs) form the core
activities of any job role
When there is a difference between work tasks and the automated
process, users will break policies and procedures
Content services makes it easy
for users to go back to their work
to find the documents based on
the process they are working on
- not the filename or time that
they uploaded the document.
How many different
applications are they using
How many different content sources
do workers need to do their job

PDF
AX Capture
Package
ApplicationXtender
AX Connector
AX Workflow manager
AX Reports Management
ApplicationXtender provides Capture to Display
management of Content
Organize Find Display
Process documents
Increase efficiency
Information sources
AX
Secure documents by saving
directly to AX
Captiva
Classify,
Prepare,
Connect to
process
PDF reports saved
directly into AX
automatically
Search from
LOB apps

Easy navigation through all of your
“Apps”
Name of App. Is configurable to ensure
that users easily can get work done.
List of all “Apps”
for that person
(and only those
Apps
Easily work with documents within an App with a clean interface.

Capture OpenText ApplicationXtender Capture Package module
Key features:
• Easy installation, configuration, and operation — Rapidly deploy ApplicationXtender Capture Package to
address document imaging requirements.
• Full-featured batch-scan and index — Perform all major batch-scan and index functions including input,
import, index, and output processing.
• Multiple workstations — Simultaneously index information from one batch on multiple workstations to
quickly import scanned images.
Bring documents under control without investing in new
tools
• Validate content and metadata at the source
• UI optimized for distributed Office Workers with a
guided experience
• Out-of-the-box create and add tags to full-text
PDFs & export to CMIS-compatible backend
OpenText LEAP SNAP OpenText Captiva
• Automate document recognition to easily integrate
documents AX processes
• Extend capture to mobile devices for in-app
capture
• Integrate capture into any service via RESTful
services
Extend seamlessly

Organize the process not the documents
In a process based world people are more productive when
their process is repeatable and you don’t need to
remember the file name.
The searches can be re-run over time so that if new
documents are added by a colleague you can find them as
part of the same process.
-when they need the document not when it was added
“I just wish the program could remember my search so I don’t have to
look for all of the documents again”

PDF
Organize
Report
Increase the usefulness of documents through
organization and accessibility
OpenText ApplicationXtender
Key features:
• Simplified administration and remote
management.
• Improved performance, extensibility, and
scalability.
• Enhanced security allows for single-sign-on
across business applications.
OpenText ApplicationXtender Reports Management module:
Key features
• Automatic report indexing — Process, index, and store reports within ApplicationXtender as they are produced.
• Advanced print streams support — Preserve advanced formatting with support for AFP, Metacode, PCL, and
PDF print streams as well as traditional formats such as ASCII and EBCDIC.
• High-fidelity electronic display — Display electronic reports in same format as print versions, improving
customer service.
• System monitoring — Audit system use and performance and confirm job completion.
• Long-term report archiving — Provide long-term retention of report information.
OpenText ApplicationXtender Full Text Search module
Key features:
• Precise search results — Combine keyword and full-text
searches to quickly return precise search results.
• Advanced search functions — Perform advanced
search functions i.e. “fuzzy logic” without complex
search syntax.
• Support for hundreds of file formats — Search more
than 200 file formats out of the box.
• Role-based information access — Ensure appropriate
access to information through role-based user access.

Get back to where they left off easily in
the next session

Use
where-ever
Enable mobile workers
through secure access to
information
View documents on the full desktop
client or the web browser based
client
ApplicationXtender provides complete information
lifecycle management
Key features:
New User Interface based on clean look to focus users on their tasks and documents.
Context-driven navigation and a new document viewer bring a rich experience to nearly
any HTML5-compliant browser without plug-ins.
REST Services provide a highly efficient and resource-centric API for developing fast
and efficient content solutions geared toward web, mobile, and other platforms.
REST services provide a framework to extend AX into your day-to-day processes easily
providing custom built applications for your business.
OpenText ApplicationXtender Public access module
OpenText ApplicationXtender
Key features:
Extends information access to non-licenced user/partners to read-only
access

Out-of-the-box Mobile access
Key features:
New User Interface based on clean look to focus users
on their tasks and documents.
Context-driven navigation and a new document viewer
bring a rich experience to nearly any HTML5-compliant
browser without plug-ins.
Mobile accessible takes advantage of touch features
common to tablets

Provide the flexibility to find documents that
may have multiple uses
Documents often come in based
on a specific process; Accounts
Payable, Quotes, Service
Referrals, information request.
In order to complete the request
you often need to search across
Apps to ensure that no matter
who initially owned the document-
it can be found.
Of course this depends on your
access rights.

Route
Bring information to users to increase process
efficiency
OpenText ApplicationXtender Workflow manager module
Key features:
• Workflow console — Manage, integrate, and categorize manual and automated processes from a
central dashboard.
• Process and forms designers — Model new processes and forms with easy-to-use, web-based
editors.
• Insightful workflow analytics — Optimize processes with powerful tools such as real time alerts, 3D
drill-down graphs, and process statistics.
• Robust process reporting — Establish key performance indicators and business activity thresholds
to monitor processes and measure productivity.
OpenText ApplicationXtender Connector module
Key features:
• Low-code integrations into key products such as Microsoft Office products as well as HTML/XML
based thin client applications.
• In-App access to AX content in Line of Business applications using any web or typed search term for
searching for documents related to key processes.

ApplicationXtender
Module-by-module breakdown

ApplicationXtender
ApplicationXtender core package covers the basic
document needs for any IT shop
Organize Find Display
ApplicationXtender
8 Core Package
includes:
 MS Office
 Software Retention
Manager
 Image Capture
 Rest Services
 Web Services
 SDK and Web
Services Document Kit Compatible Database
types:
SQL, Oracle, MySQL
Used for storing information
Windows Client (s)
Used for management and
access to content

ApplicationXtender Full Text Search(core
add-on)
• AX Full Text search add-on helps
organizations easily discover
information by locating key
content
• AX automatically extracts key
concepts from the content and
highlights key words to locate
important information efficiently
• Advanced search methods to
search unstructured data
• Supports wide variety of
documents – COLD, OCR images,
HTML, XML, PDF, Microsoft Office,
etc.

ApplicationXtender WFM makes managing documents
easier through BP automation
AX Workflow manager
Process documents
Increase efficiency
BPM Process designer
Forms designer

ApplicationXtender Workflow Manager:
Easy design for any kind of automated process
• Drag-’n’-drop-based modeling environment for power
users
• Optimized to design complex workflows
• Wizard-based user interface ensures simplicity
• Lots of standard activities available out-of-the-box
• BPMN-based modeling environment
• Visio-like interface for ease of use
• Import Visio BPMN models
• Web-based
• Automatically generates forms for AX applications
• Simple to initiate workflows
• Provides XML support
• Controls include:
• Text Input
• Boolean input
• Drop down
• Date picker
• Grid
• Panel
• Tabs
BPM Process designer
Forms designer

ApplicationXtender WFM provides tools for simplified
management of processes
AX Workflow manager
Process documents
Increase efficiency
Management console
provides not only
process overviews
but security mapping
for BPM resources
Task lists provide
reminders for users via
standard messaging tools
SMS
Process analytics
help identify
areas to help
improve your
efficiency

• Originate as print stream output from a line of
business application, such as AP, AR, HR,
CRM, ERP, etc
• Layout of the data on a page is fixed, known,
repeatable, and generally appears in large
volumes
• Supports typical formats, including:
 ASCII
 EBCDIC
 PDF (Text Searchable)
• Advanced Print Streams
 HP PCL
 IBM AFP
 Xerox Metacode (DJDE)
ApplicationXtender Reports Management:
Overview

AX Reports Management
Extract value of AX data by expanding information
access
PDF reports saved
directly into AX
automatically
System-Generated Files
• Repurpose report output as an information asset
• Reduce total cost of ownership through archive consolidation
• Minimize risk and promote compliance

Use an ECM platform that works with how your brain
works
Weak
recall
Filename
=
Using ApplicationXtender as
the single storage point
automatically makes files
easier to find through
meeting the location
aspect.
Weak
recall
Description
=
ApplicationXtender’s
process focus and full text
search mean that users can
use access to business or
personal descriptors for
information
Strong
recall=
The human brain needs two
references:
Description and location
Network file servers do a poor
job of giving descriptions
[filename description]
ApplicationXtender is purpose built to support your processes out of the box. The platform can adapt to the
business processes that you already have- rather than changing how you manage your business to fit into the
system.

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Thank you
twitter.com/CW_InfoGardener
Want to learn more about what is next for ApplicationXtender: blogs.opentext.com/author/cwynderopentext-com/
https://documentum.opentext.com/application-xtender/offerings/applicationxtender/

OpenText ApplicationXtender -the basics

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