What’s New in OpenText Content Suite 16

OpenText Confidential. ©2016 All Rights Reserved. 1
It’s Time to Rethink ECM
What’s New in OpenText Content Suite 16

It’s time to
Re-ThinkECM
And its Role in your Digital Transformation

Has ECM
Failed?
Where does ECM fit in the Digital Enterprise?

UN-INTEGRATED | INEFFICIENT
BUSINESS PROCESS
END-USERS
FILE ACCESS | COLLABORATION
VOLUME
CONTENT | REGULATIONS |
DISCOVERY
Where does ECM fit in the Digital Enterprise?

Process Productivity
Content in Context in Business
Process
Adoption through Integration
CONTENT
Control
InfoGov
Adoption through Transparency
CONTENT
Personal
Productivity
Access and Share
Information
Adoption through Simplicity
CONTENT
Re-Think ECM

METHODOLOGY
Time to Re-Think ECM

Personal Productivity
I just want access to my files
I need to share documents
to get my job done

Enterprise File Sync & Share
 File access and management
 Sharing and collaboration - inside and outside the
firewall
 Access from any device
Embrace

Content Suite 16
1. Remove User Experience as a barrier to adoption
2. Foster innovation with collaboration
3. Extend content creation and sharing outside the
Enterprise without compromising control
redefines

New Features: OpenText™ Content Server 16
Smart UI: New Role-Based User Experience for Content Suite and xECM
Perspective Manager: Simplifies Building New User Interfaces
Integrated Collaboration: Activity Feeds, In-line Commenting, User Profiles
Search Enhancements: Relevance, Performance, and Recent Items
Improved Email Support: Email as a Content Server subtype, converstion ID

 Role-based
landing/browsing pages
 Progressive disclosure
 Embedded collaboration
 Inline forms and metadata
 Responsive design
 Seamlessly extensible to
other applications
New User Experience for Content Suite and xECM

Simplified User Experience via Project or Role-Based Views
Customizable,
responsive, role or
project-based views
from desktop to
mobile devices

Role-based Landing/Browse Pages

 Built using
ActiveView
 Allows GUI
interface to build
Content Server
perspectives
Perspective Manager to Customize Landing/Browse Pages

Simplified User Experience Through Progressive Disclosure
Simplified Browse
View design
Upload single or
multiple pieces of
content using drag
and drop or the Add
menu

Simplified User Experience Through In-Line Action Bar

Embedded Collaboration
Commenting Favorites Activity Streams

New Features: OpenText™ Content Intelligence 16
Enables rapid design and deployment of custom tiles/widgets to
tailor the new Content Suite 16 Smart View user experience
Enhanced REST API displays Content Suite Widgets &
content in other web based systems
Integrates data from other applications, such as
SalesForce.com-based Charts/Graphs from OpenText Analytics

New Features: OpenText™ Tempo Box 16
Support for projects, cases, binders, and business
workspaces
Improved invitations with descriptions and custom
messages
Administration enhancements to reporting and
internal/external sharing restrictions

Tempo Box New Features
 Version 10.6.20 releasing with CS16
 Bug fixes and improvements
 Compatible with CS 10.5 and CS 16
 Version 16 releasing June 2016
 Compatible with CS 10.5 and CS 16
 New mobile apps based on AppWorks 16
 Enterprise enhancements including support for projects, cases,
binders, and business workspaces
 Improved invitations with descriptions and custom messages
 Administration enhancements internal/external sharing restrictions

New Features: OpenText™ Core
Desktop Sync: Work offline on a synchronized local copy
MS Outlook Integration: Work in Core directly from MS Outlook
Versioning: Control files from initial draft through final version
Metadata Profiles: Locate content and enforce corporate policies
European Datacenter: Comply with regional data privacy regulations

Import Publish
Core > Content Server Integration

Don’t make me file information
in another application
I need the right information at the
right time to get my job done

 Makes business processes more effective through
integration
 Insures ECM adoption by extending ECM into lead
applications
 Metadata from Lead Application puts content in context
 Backbone for unstructured content across value chains

A BETTER
WAY TO
WORK
E TENDED
to lead APPLICATIONS
TCONTE
to provide CONTENT in
E PERIENCES
and enable unique DIGITAL

Process Productivity: Combine Content with
Context to Create Value!
Content
Documents
• Financial documents
• Quotations, Contracts
• Invoices, etc.
= Value
Increased Productivity
Better Engagement
Business Insight
Control (Compliance)
Business Data
• CRM & eCommerce
• ERP & Supply Chain
• HCM
+ Context
Consistent – Relevant – Personal – Connected
Digital Media
• Product Collaterals
• How to use videos, …
Business Information Model
• Business Objects
• Business Object Relations

Harness developing market
adoption of digital
experience platforms
X
Business Application Integration
Multiply the Value of your Content
Digitize and automate information
flows in context of business process
Excellent integrations into the world-
leading business applications

Better Process Productivity
Content in Context: Across Business Applications
Campaign &
Lead Gen
Opportunity
& Quote
Sales Order
Engineering
(Project)
Production &
Delivery
Service
Sales Order
Campaign
Lead
Opportunity
Contract
Offer
Production
Order
Quality
Inspection
Delivery
Invoice
Case
Project
Customer
Product
Quote
Product Information
Collaterals
Leads Sheets
Contract
Product Specisfication
Sales Order
Order Confirmation
Requirements
Specification
Enginering Drawings
Project Documentation
Detailed Specification
Purchase Orders
Material Requirements
Quality Inspections
Case / Problem
Documentation
Customer emails
Solution Description
OpenText Extended ECM

Content Suite 16
1. Double-down on Customers’ success with SAP
2. More and easier integrations
3. Connect structured to unstructured information to
fuel business processes
investing in

Connected Workspaces for Content Suite and xECM
DATA
CONTENT TASKS
PEOPLE
Connected 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.

New Product: OpenText ™ Extended ECM Platform
Includes APIs, SDK, CMIS, and WebReports
Integrate ECM to Any and All Lead Applications
Create Role-Based Dashboards for Maximum User Efficiency
Apply Metadata and Classification Automatically
Expose ECM Content and Data in Lead Applications, or Vice Versa

New Product: OpenText ™ Extended ECM Platform
 Improve process
productivity
 Achieve a single source
of the truth
 Maintain control with
automatically applied
metadata and
classification

Your Information Backbone
Network of Business Workspaces
DATA
CONTENT TASKS
PEOPLE
Customer Workspace
DATA
CONTENT TASKS
PEOPLE
Project Workspace
D A T A
CONTENT T A S K S
P E O P LE
Supplier Workspace
D A T A
CONTENT T A S K S
P E O P LE
PO Workspace
DATA
CONTENT TASKS
PEOPLE
Opportunity Workspace

Templates Based on Business Objects
Folder and
Metadata
Templates specific
to the object in the
lead applications
 Accounts
 Products
 Opportunities
 Etc.

Leverage Workplace Templates for Consistency
Limited taxonomy
Role-based
permissions
Based on known
business process

New Features: Extended ECM for SAP ®
Now Includes Brava! Viewer
Integrate ECM into New Fiori UI
Supports HANA as a Database
Enhanced Business Workspace in SAPGUI
Simplified Business Workspace Configuration
Enterprise Managed Services

Fiori® Apps with
extended
workspace
Content Enriched Process Applications

New Features: Business Center for SAP ® Solutions 16
Released and Qualified by SAP for SAP S/4HANA
Improved SAP Fiori User Experience
Analytic Framework for OOTB and Custom Key Performance Indicators
Imaging: Brava! View for SAP Solutions Integrated
Support for Digital Mailroom Scenarios
Business Center Capture innovations

New Product: Extended ECM for SuccessFactors ®
Improve Hire to Retire Processes and Service Levels with 360° View of Employee
Improve Document Collaboration Through Employee Self-Service within the SFSF Workflows
Improve Employee Engagement with Personalized Communications
Manage Other HR-related Content (Recruiting, Succession Planning, Contingent Workforce…)
Improve Compliance with Full Records Management of Employees’ Digital Files

Overview: Extended ECM for SuccessFactors ®
 Improve Hire to Retire
Processes and Service
Levels
 Access all HR related
content within SFSF UI
 Create employee
communications within
SFSF workflow
 Full records mgmt. for
employees’ digital files

New Product: Extended ECM for Salesforce®
Content in Context = Content in Action
Increased Ease and Accuracy with Customer Engagement
Connected Workspaces as Information Backbone
Integration into Multiple Ecosystems – CRM, ERP, ...
Increased User Adoption and Success with Preferred UI

New Product: OpenText Extended ECM for Salesforce
Enterprise Information
Management (EIM)
=
Information-fueled
Business Processes
 Connects content with business processes
in Salesforce: Marketing, Sales, Service
 Provides Business Workspaces for
managing content in business context
 Ties Salesforce with backend processes in
SAP and Oracle (HR, Production, Finance)
Production &
Logistics
Human
Resources
Finance
Marketing Sales
Customer
Service
+
EIM
Deep Integration with
Salesforce

Salesforce with
extended
workspace

Leverage Integration for
Metadata
Account Workspace:
An account workspace
is auto-created for the Salesforce
account
Account Details are
synchronized as
metadata

New Features: OpenText™ Extended ECM for
Microsoft® SharePoint®
Remove information silos to reduce data volumes
Improve team productivity and effectiveness
Enforce corporate governance and legal compliance policies on SharePoint content
Minimize delays and disruption caused by missing or inaccessible documentation
Reduce storage and information discovery costs
Control proliferation of Microsoft SharePoint content

Overview: OpenText™ Extended ECM for
Microsoft® SharePoint®
 Connect SharePoint Online to
mission-critical processes
 Integrate SharePoint work
streams and content into ERP,
CRM and other critical processes
 A 360-degree view into structured
and unstructured content
SAP master data for business object

SharePoint with
extended
workspace

New Features: OpenText™ Application Governance
and Archiving for Microsoft ® SharePoint ®
Archive content automatically or interactively
Accelerate and manage the rollout of SharePoint sites
Deploy sites with built-in compliance
Extend records management policies to SharePoint
Manage paper and other physical objects from within SharePoint
Simplify management of archived content

Overview: OpenText™ Compliance &
Productivity Bundle for Microsoft® Office 365™
 Holistic approach to
information governance,
archiving and productivity
for Office 365 users

Content Server and Extended ECM add-ins
for Office 365
 Discover, access, and work
with Enterprise content
 Supporting Office 365 Sites
and SharePoint 2016
 Integrating with
Content Server 16
and Extended ECM 16
 Supports different
perspectives on content
(full screen + web parts)

Extended ECM Workspaces in Office 365 (full-screen)
Return to
Office 365

 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
Control
Archiving and Compliance for OneDrive for Business

New Features: OpenText™ Enterprise Connect
Now Delivered with Content Server
Quick and Easy Filing of Email Via Outlook Quick Steps
Improved Usability: Context Menu and Actions, Save As, Microsoft Office
Ribbon
Context Menu Designer

Edit with Enterprise Connect

Control
Process Productivity Personal Productivity
• Majority of the business records of
the organization
• Many records are case-based
• Classified through inheritance using
templates
• Critical to the line of business
• Riskiest and Costliest Content
• Automated capture and management
outside of lead application
• Automate or facilitate classification for
retention purposes
• Search, hold and export critical
• Critical for government and highly
regulated industries

Just Say No To Enterprise
Taxonomy
 Folders are too deep
 Permissions are too rigid
 Metadata is difficult to apply
 Collaboration is stilted
 Organizations change

Content Suite 16
1. Reduce the risk in Personal Productivity
2. Address the new-world issues of privacy & security
Control
investing in

Leverage Templates for Classification
Apply Classification
thorough
inheritance
Metadata
integration updates
trigger events

 Search for objects with
specific patterns, such
as a credit card number
 Apply metadata and
classifications on
results for security
 Combine with Brava!
For masking
Control
Personally Identifiable Information

New Features: OpenText™ Records Management 16
Simplified User Experience: Integrating RM metadata with a new Content Server Smart UI
Enhanced Security & Compliance: Security clearance levels and supplemental markings
required
Dispositioning Features: New, advanced review options with workflow
Enhanced Dashboard: Physical Objects Dashboard & Physical Objects improvements
Enhanced Administration: Additional Audit, Transport and Export features

Overview: OpenText™ Records Management 16
OpenText Records Management
provides records management
capabilities that manage and
govern the lifecycle of important
electronic and physical
information
 Enables compliance
 Enhances corporate accountability
 Ensures the preservation of critical
content
 Dashboards for quick visualization

19 years of DoD 5015.02 Certification history
 Perpetual Certification
 Records Management
 Application Governance &
Archiving for Microsoft ®
SharePoint
 Extended ECM for SAP
Solutions
 FOIA/PA - June 2014

Records Series Identifier (RSI)
▪ RSIs dictate how long corporate
information is retained
▪ Disposition time or event based

More Auditing and Destruction Log Metadata

New Features: OpenText™ Archive Center 16
Reliability & Availability: Based on proven Archive Server technology
Active-active cluster: High availability with minimum downtime
High Volume Ingestion: CMIS pipeline, e.g. for legacy content
Streamlined Services: Stand-alone archiving services for CMIS, file share, email
Future Ready: Door opener for ECM Suite

Overview: OpenText™ Archive Center 16
OpenText Archive Center is a
highly scalable, multi-tenant
archive helping organizations
manage the explosion of
structured and unstructured data
(e.g. legacy content, compliant
data, email and files) while
ensuring it is cost effectively and
securely stored in the cloud, on
premise or as a hybrid solution
 Manage the lifecycle of content from
capture through to long-term retention and
disposition
 Backbone to 30+ OpenText Enterprise
Information Management integrations

New Features: OpenText™ Auto-Classification 16
Classification Engine: Extended Service Oriented Architecture for end-to-end scalability
Multiple Classifications: on-going classification processes can run simultaneously
ECM Integration: Certified for InfoFusion 16, Content Server 16, Records Management 16
Targeted Classifications: Classification process filters document queue by location/file
type

Overview: OpenText™ Auto-Classification 16
OpenText’s Auto-Classification solution
combines industry-leading records
management with cutting edge semantic
capabilities providing transparent and
defensible classification of enterprise
content
 Reduces litigation risk, storage and eDiscovery costs
 Improves compliance, security, responsiveness and
user productivity
 Automates the classification of content in OpenText
Content Server
 Ability to define classification rules using keywords or
metadata

New Features: OpenText™ Brava! for Content Server 16
Enhanced annotation tools in the HTML client
New Splunk®-based administration console
View and annotate video clips; publish and store individual frames
View DWF exports of Revit files with 2D BIM metadata

New Features: OpenText™ E-Mail Monitoring 16
Expanded Support: Added support for Archive Server storage tiers
Productivity Enhancements: Interval for automatic folder cleanup via registry settings
Admin Improvements: Allows for bulk updating of Content Server user information
Enhanced De-duplication: verifies the email is a valid via Archive Server reference
Content Server Configuration: Checkbox enables shared configuration across all services

New Features: OpenText™ E-Mail Management 16
Platform Support: Several new platforms supported
Compatibility: Support for several OpenText products added
Improved User Experience: Added several UI enhancements to improve productivity
OWA Classifications: Management App allows interactive classification via browser
O365 Management: Several enhancements and features added to management of O365

New Features: OpenText™ Engineering
Document Management
CS16 Persona Based dashboard for Document Control Managers
Connected Workspaces Support / Improved Integration with Extended ECM / SAP Plant Maintenance
Simplifications in key engineering work processes will accelerate jobs to be done / goals.
A new Background Agent will enable offloading of batch tasks from the interface so that users can move
onto other jobs
Enhancements for EPC Project Use Cases: Numerous changes that improve solution fit to EPC projects

New Features: OpenText™ Imaging Enterprise Scan
Browser based scanning
Use Content Server Workflow to Extend Document Upload
Completeness Control and Logging
Supports Transport Scenarios
Watermark Imprint

New Features: OpenText™ Regulated
Information Management
OTDS Integration includes a new Electronic Signatures Signing Password policy page for Administrators to
define a signing password policy for signing authorities.
A new Signing Password Expiration agent will notify signing authorities when their signing password is
about to expire.
The Signing Password tab of the Content Server user settings now informs a signing authority of the
current state of their signing password, and offers an opportunity to provide a new signing password..
System Reports (Sysreports) now include the number of signing users in the environment to help
administrators maintain Electronic Signatures license compliance.
Improved Patching of Regulated Environments - Appligent licence keys have now been separated into their
own elements within the Electronic Signatures code, allowing for surgical patching.

Flexible Deployment Options
Delivering required integration
and governance for ECM with
• Salesforce - New!
• Success Factors - New!
• Office 365
• Google
Cloud operational efficiencies
with on-premises flexibility and
configurability
• Standard ECM packages with
service levels - New!
• Microsoft Azure Certifications
- New!
• Process Suite Platform
• Experience Suite
SaaS and PaaS for flexibility, agility
and scale
• Archive Center - New!
• Core
• Communications Center CRM
• Media Management Cloud
Edition
• Procurement Performance
Management Application
OpenText Cloud & Managed Services
Managed ServicesHybrid Cloud

Managed Cloud Services
for ECM
Cloud operational
efficiencies with on-
premises flexibility and
configurability
• Standard ECM packages
with service level
Leverage the CloudIntegrate the Cloud
ECM in a hybrid cloud
environment
Integration and governance
required
• SalesForce
• Success Factors
• Office 365
• Google
Embrace the Cloud
SaaS Applications
for ECM
Standardized ECM
processes and services for
the flexibility, agility and
scale of the OpenText
Cloud
• Archive Center
• Core
• PowerDocs
Cloud Innovations
Content Suite 16

Seeing 16 out of the
box, it's like you guys
read my mind and
did my job for me!
Ethan Duty
Web Applications Developer | Bank of America

I manage five generations of
work styles; it’s very difficult
to configure a system that
accounts for all. Now we’ll be
able to let people create their
own user experience. That’s
amazing!
Angela Fares
EIM Project Manager | BNSF Railway

The Salesforce
integration is
pretty cool stuff!
Glen Zagorski
IT Manager | Ortho Clinical Diagnostics

Enterprise customers
were not willing to go
to the cloud for a long
time, now they’re
gone.
Peter Lalonde
GM Enterprise | Apprento

Colleen MacNaughton
Corporate Content Management Team
Lead | City of Calgary
We have a complicated
disposition review process.
We’ve been talking to the
Product Team for a little while
and it was fantastic to see
some of the things we’ve
highlighted coming into this new
release.

www.opentext.com
twitter.com/OpenTextECM
linkedin.com/company/opentext
Learn More About R16
www.opentext.com/16
Rethink ECM
www.opentext.com/campaigns/ecm

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Editor's Notes