What’s New in Extended ECM 16 EP2?

Extended ECM 16 EP2 – What’s New?
Thomas Demmler, Director Product Management,
Extended ECM ApplicationsUpdated: June 4th, 2017

OpenText ©2017 All Rights Reserved.
Extended ECM
Open, Versatile Content Management Platform
Extended ECM Platform
DATA
CONTENT TASKS
PEOPLE
Customer Workspace
DATA
CONTENT TASKS
PEOPLE
Sales Order Workspace
DATA
CONTENT TASKS
PEOPLE
Product Workspace

OpenText Confidential. ©2017 All Rights Reserved.
Extended ECM Product Family
Extended ECM Platform 16
Open Business
Application API + SDK
Web Reports + WR
Workflow Extensions
CMIS InterfaceExtended ECM Platform
Extensibility to any Business
Application (ERP, CRM, HCM)
UI Integration
Widgets
Remote Cache &
Object Importer
Business References
Business Application
Connectivity
Business Object Types
Content Suite Platform 16
Business
Relationships
Archiving
Document
Management
Metadata
Management
Records
Management
Business
Users & Roles
Business
Workspaces
Business UI &
Document Viewing
Social
File Sync & Share
Content Suite Platform
Manage Content Lifecycle
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
Any
Business
Application

Extended ECM
Concept of a Business Workspace
DATA
CONTENT TASKS
PEOPLE
Customer Workspace
A business workspace represents a meaningful entity in your organization, e.g. a customer, a
sales opportunity, a legal matter, a project, or even a community of people with common
interests.

x
Extended ECM
Platform 16 EP2
All Platform enhancements
cascade into the individual
Extended ECM for ... products
Outlook / Office 365 Side Panel
Office 365 Co-Authoring
Workflow
Smart UI Improvements
Dossier View
Completeness Check
Business Attachments
Snapshot
Wiki
More ...

Extended ECM Platform 16.2
Outlook / Office 365 Integration – New Side Panel
Easily store emails into Business
Workspaces
New Outlook Add-In
 Store Emails into
Business
Workspaces in an
easy and efficient
way
 Focuses on Business
Workspaces
 No desktop
installation required
 Independent from
Enterprise Connect

Outlook / Office 365 Integration – New Side Panel
 Quickly find a business workspace from within Outlook
 Recently accessed workspaces
 Favorite workspaces
 Search by workspace name
 Store an email in a business workspace
 Open workspace in browser
 Outlook Add-in built on latest Microsoft technology
 Supports Outlook desktop clients and web interface
 Supports Exchange Server on-premises and Exchange Online / Office 365
 No installation on end-user machines necessary

Office 365 Co-Authoring Support
John Katy
Supported Products

Starting a Workflow in Smart UI
Initiate from Favorite
Quick action
„Initiate“
Default action on
Shortcut

Workflow Step in Smart UI
Step title
Instructions
Smart View
Form
Attachments
Actions

Wikis in Smart UI

Dossier View for Workspaces Documents
Document Summary
Add to Favorite List
Group By:
Classification or
Creation Date
Search Document
Group

Rule based Document Completeness Check
Missing Documents:
alert message in
Workspace Header

Business Attachments in Smart UI
Documents attached to
the related piece of
equipment
Documents attached to
the current material

Business Attachments (Info at Document)
Go to Workspace: when
the selected business
object has a business
workspace, you can jump
into its workspace directly

Snapshot of Business Attachments
Select Documents
1
Snapshot Action
appears
2 Snapshot is created
under the root directory
of the current workspace
3
Snapshot:
Take a
snapshot of
the current
version of
business
attachments.
Example use
case:
Technical
drawings
used in a
work order.

Snapshot of Business Attachments
The snapshot action results in a folder in the
current workspace
Generations of selected
documents are created
inside the snapshot folder.

Open Transactions in Business Application

General Smart UI Improvements
Accessibility
 Keyboard access
Extensibility and Integration
 Smart UI SDK (build your
own widgets)
 Stylesheet improvements in
order to improve embedding
into other leading business
applications

Usability Enhancement: Expanded Workspaces
Page View as Overlay

Page View: Integration Options
 Page View can be expanded from folder browser widget to see the
perspective to see current workspace
 For a system integrator, he can decide either to enable the pager
view as overlay or as new tab( Additional window)
 To enable page view as overlay
 To enable page view as new tab

Create Workspaces Interactively in Smart UI
Create Customer
Workspace
Workspace Metadata

Complete/Create Workspaces in Business Application
1
Select Business Content Window (Example SAP) Use the Smart UI to Complete or Create Workspace
2
Select business
workspace to
display
completion/
creation widget A list of early
workspaces
are displayed

Complete/Create Workspaces in Business Application
3 4
Workspace Attributes automatically updated Display the Folder Widget
Select Create New
workspace, widget shows
automatically the
metadata transferred from
SAP. Select “Create”
button finalize the creation
process

Integrated Folder Browser Widget with Search
Full Text Search
Back to previous
Location

Scheduled Batch Creation of Workspaces
1
2
Supported Business
Objects appear in the
dropdown list
Select Connected
system (SAP C4C is
shown)

Business Administration
 Separated technical tasks from business tasks
 Configuration now accessible from Enterprise Menu
 New privilege Business Administration Connected
Workspaces required (System Administration 
Administer Usage Privileges)
 Workspace Types are stored in a configuration folder
 Can be transported between systems and deployment
stages
 Can be permissioned individually

Integration and Solution Platform
 Integration Platform for non productized business applications
 Solution Platform provides a strong functional integration layer on top of the
comprehensive ECM Foundation (Content Suite Platform)
Oracle Cloud
MS Dynamics
CRM, AX, Nav
Workday IBM Maximo …
Extended ECM Platform 16
…
Content Suite Platform 16
Open Business
Application API + SDK
Web Reports + WR
Workflow Extensions
CMIS Interface
UI Integration
Widgets
Remote Cache &
Object Importer
Business References
Business Application
Connectivity
Business Object Types

x
SAP’s Cloud Applications
SAP Hybris Sales Cloud (C4C)
S/4HANA
SAP Document Center
Business Object Browser (BOB)
Fiori
Meta Data based Role Propagation
and Template Assignment
Extended ECM
for SAP 16 EP2

Extended ECM for SAP Solutions 16.2
Connecting into SAP’s Cloud Applications

SAP Hybris Sales Cloud (C4C) Integration
Opportunity Business
Workspace embedded
in C4C to manage all
related content such as
Contracts,
Correspondence, Offers
etc.
 Business Object Types:
 Lead
 Opportunity
 Account
 Functionality
 Business Workspaces
 C4C UI integration
 Meta Data Transfer
 Business Relationship
Transfer
 Single-Sign-On
 Bulk Workspace
Creation/Update

S/4HANA
 Running on SAP HANA® Database
 Premium Qualified for SAP
S/4HANA®
 Designed for on-prem and cloud
 June: S/4HANA Cloud
 Fiori
 Integration into SAP Fiori Apps
 Fiori Business Object Browser
 Functionality
 Business Content Window
 Flexible Layout, Complete Business Workspace, Select
Template
 Meta Data based Template Assignment

SAP Document Center in SAP Cloud Platform (SCP)
Extended ECM Workspaces Exposed in SAP Document Center SAP Document Center – Desktop App with File-Sync

Extended ECM for SAP Solutions 16.2 & Document Access 16.2
Business Object Browser (BOB)
 BOB is a SAP Fiori® app by OpenText
 BOB provides access to content in the
context of SAP business objects while
browsing the SAP relationships of
business objects
 BOB is NOT a separate product
 It is available and licensed with
 OpenText Document Access for SAP
and Archive Center for SAP, Cloud Edition for
browsing and access to ArchiveLink documents
 OpenText Extended ECM for SAP
for browsing and access to ArchiveLink
documents and Extended ECM Workspaces
Workspaces
licensed with
Extended
ECM
ArchiveLink documents
licensed with Document
Access & Archive Center

BOB in a Nutshell
 End-to-End SAP Fiori® User Experience
 Content in Context – assign and access all business documents via SAP
business objects (either plain ArchiveLink documents or sophisticated
Extended ECM Workspaces)
 Leverage the Business Model of SAP for browsing – semantic navigation in
SAP Fiori®
 No large content taxonomies but a an easy-to-browse network-like
business information model
 Different starting points in SAP Fiori® Launch Pad according to roles and
responsibilities

BOB: Customer Browser – Content
List of ArchiveLink
documents assigned to the
Customer Business Object
Extended ECM Workspace for
the Customer Business Object

BOB: Customer Browser – Relations
List of related business objects
– here: Sales Orders for
customer “Global Trade”
Click on link: browse to related
business object (using Fiori
Semantic Navigation)

BOB Scenarios
Sales Procurement Enterprise Asset Mgmt. Finance Production & Logistics

Flexible Layout for SAP Business Content Window
 Business administrator can customize, which items are displayed in the
Classic Business Content window of selected business object type
Configuration of the
Workspace settings

Meta Data based Template Assignment
 When using generic property providers, business admin can now
configure individual template, location classification, or category ID
based on the metadata of the business properties
 This feature permits more flexibility for business workspace modeling,
based on configuration, different templates, classification or category
can be used based on the characteristic of individual the business
object.

SAP Archiving and Document Access 16.2
Fiori: New Enter Barcode Capability
New Enter bar code
Function
Manual Enter Barcode/ArchiveLink Plus Support

SAP Archiving and Document Access 16.2
Fiori: Scan Barcode via Mobile Devices
Scan Barcode triggers Camera of Mobile Devices
Camera scans the barcode into the field

x
Three Deployment Options
SAP HCM
SuccessFactors Recruiting
Dossier View
Completeness Check
Follow Ups
Scanning
Document Generation
Extended ECM for
SAP
SuccessFactors
16 EP2

Extended ECM for SAP SuccessFactors 16.2
Three Deployment Options (SAP SuccessFactors / HCM)
Option 1:
SAP SuccessFactors
Only
Option 2:
SAP SuccessFactors
+ SAP HCM
Option 3:
SAP HCM
Only
SAP
SuccessFactors
SAP
SuccessFactors
SAP HCM SAP HCM
Extended ECM Extended ECM Extended ECM

Cross Application Business Workspace
Extended ECM Employee Workspace
Cross Application Business Workspace: Connect employee
in SAP HCM with employee in SAP SuccessFactors

Cross Application Business Workspace
SAP HCM Extended ECM SuccessFactors
Documents can be accessed EVERYWHERE
ACCESS the WorkspaceACCESS the WorkspaceCREATE Workspace

Extended ECM for SuccessFactors 16.2
Empower HR – Improved HR Dossier View
Document Summary
Add to Favorite List
Group By:
Classification or
Creation Date
Search Document
Group

Extended ECM for SuccessFactors
Rule based Document Completeness Check
Missing document result is
presented in employee workspace
header.
Example: Carla Grant‘s nationality
is „United States “. Thus she is
required to submit these three
mandatory documents.

Duration Management: Automatic Follow-ups
Due Date Automatically
calculated
Assignees based on
follow up template

Manual and Bulk Scanning support
Documents are
uploaded via Scan
Channel

SuccessFactors Recruiting support
 Extended ECM for SAP SuccessFactors batch report has been
extended to create candidate workspace from SAP SuccessFactors
Recruiting module
 Product includes
 Candidate Category
 Candidate Workspace
 Candidate Workspace Classification

Document Generation in SAP SFSF Workflow
New Location
Approvers

SAP SuccessFactors Intelligent Services API
Extended ECM For SAP SuccessFactors
Document Generation in SAP SFSF Workflow
SuccessFactors
Process
Raise EventProcessProcessTermination
Event Subscriber
& Dispatcher Extended ECM Event Subscriber
Register &
Listener
Target System for
Document
Generation
Document Presentment
Server Generates the
Document
Employee Workspace
Upload the Document via xECM for SFSF new RestAPI
2 Trigger Document
Generation
3 Approvers can
review the
documents in
Workflow
1

x
Lightning UI
Salesforce1 Tablet
Batch Workspace Creation
Performance Improvements
Extended ECM
for Salesforce
16 EP2

Extended ECM for Salesforce 16.2
Lightning UI Support
Extended ECM
Account Workspace in
Salesforce
 Business Object Types:
 Campaign + Lead
 Opportunity + Quote
 Account
 Contract
 Order
 Product
 Asset
 Case
 Solution
 Functionality
 Lightning Support
 Batch Workspace
Creation
 Performance
Improvements

Extended ECM for Salesforce 16.2
Salesforce1 Tablet Support

x
Office 365 Groups
Search
Extended ECM
for Sharepoint
16 EP2

Extended ECM for SharePoint 16.2
Office 365 Groups integration for Workspaces
Surface Calendar
and Conversation
in Business
Workspaces

Office 365 Groups integration for Workspaces

Improved Search Integration with SharePoint

x
Smart UI
Oracle EBS Attachment Handling
Extended ECM
for Oracle EBS
16 EP2

Extended ECM for Oracle 16.2
Smart UI Business Workspace Integration

Extended ECM for Oracle 16.2
Improved Oracle EBS Attachment Handling
 New option to use Business Attachments
 More granular attachment handling

Extended ECM – Your Business Information Network
Connects People and Information across Applications
MS SharePoint
SAP ERP, C4C, …
Employee Centr.
xECM Web
MS Windows
E-mail & MS Office
Salesforce
Account
Executive
HR Generalist
Project
Manager
Purchaser
Consultant
Assistant
Oracle EBS
 Ties processes and
information together in
business workspaces
 Business content from
Extended ECM
 Business data from
enterprise applications
 Deeply connects with data,
structures, and roles
 Seamlessly integrated

Thank You
Thomas Demmler
Director Product Management
Extended ECM Applications
Email: thomas.demmler@opentext.com
Blog: thomasdemmler.wordpress.com
LinkedIn: de.linkedin.com/in/thomasdemmler
Slideshare: www.slideshare.net/thomasdemmler
Twitter: @thomasdemmler
Join the Extended ECM professionals group at LinkedIn today!

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Editor's Notes