Extended ECM & Content Suite CE 21.1 Release Highlights

OpenText Confidential. ©2021 All Rights Reserved. 1
What’s new in
Extended ECM Platform Cloud Edition (CE) 21.1
Content Suite Platform Cloud Edition (CE) 21.1
March 2021

Content Suite provides a simple to
use, simple to configure, robust and
efficient solution for managing
content securely in a compliant way
Extended ECM allows to seamlessly
integrate Content Suite with
business applications, e.g. ERP,
CRM or HR
Extended ECM & Content Suite CE 21.1 Themes
Intelligent
Automation
Cloud &
Containerization
Digital
Workplace
User
Experience
Integrations

Enabling content
empowered by
business
processes
Content Services
Extended ECM Platform & Content Suite
DIFFERENTIATORS
Deep Integrations with Enterprise
Applications | Information Governance|
Breadth of Solutions | Flexible UI
Roadmap themes:
• Cloud & Containerization
• User Experience
• Intelligent Automation
• Digital Workplace
• Integrations
What’s New in 21.1
• Dynamic security clearance
• Information Protection Administration for DRM
• File Intelligence full page reports in Smart View
• Event Action Center ‘add reminders’
• Content Server Syndication support for related
Business Workspaces
• Scheduled processing enhancements
• Core Share content approvals & synchronized
metadata
• Business Workspaces Folder templates
• System monitoring for business events
• Enhanced accessibility features in Viewing
• Multi-lingual metadata in Smart View

Dynamic Security Clearance
What’s new?
• Control user Security Clearance
Level (SCL) on login based on
organizational defined criteria such
as network and devices.
• Allows organizations to safeguard
access to content by dynamically
controlling access to content based
on environmental variables.
• For remote and mobile workforces,
it provides a higher level of device
access security to improve
protection of sensitive information.
Juanita has
Security Clearance
Level Top Secret = 80
Current Security Clearance
Level (SCL) based on
device and network
Device 3
Device 2
Device 1
Network
A
Network
A
Network
B
80 (Top Secret)
50 (Company Confidential)
30 (Internal Only)

Microsoft Azure Information Protection Support
What’s new?
• Support for Microsoft Azure
Information Protection for incoming
and outgoing content
• Now included with Extended ECM for
Microsoft Office 365
• Combined with OpenText’s market
leading RM for enterprise grade
information security and governance
• Control content even if it leaves the
repository or your organization
• Protect encrypted documents from
data leaks even in email
• Seamlessly integrates with Microsoft
Azure Information Protection to
assure appropriate rights are
assigned to the proper users

What’s new?
• Ability to show WebReport output in
the Smart View when clicking on a
WebReport node
• Create full page widgets to display
content for the nodes Table Report,
Table Report and Visual Count
• Business users can run reports,
enter parameters such as dates or
attribute values, filter on a visual
count of the report then retrieve
associated nodes
• For example, run outstanding
insurance claims within a region,
then list documents or associated
workspaces
• Content Intelligence reporting
provides tools to aggregate,
visualize and interact with content
Content Intelligence full page reporting in Smart View

Event Action Center Automates with Add Reminder Action
What’s new?
• In the actions menu now Add
Reminder as a content action
• Specify the reminder client, reminder
type, as well as further parameters
• By automatically adding a reminder,
the business process can continue
seamlessly
• Based on the flexible configuration,
assignee and due date will be
determined automatically during
runtime
• The end users won’t miss important
deadlines as of being reminded on
time with corresponding information
Event Action Center: Action Plan to automatically add a reminder based on upload document event

Syndication support for related Business Workspaces
What’s new?
• Related Business Workspaces
configurations can now be
syndicated to remote work sites
• Related Workspace data will appear
in the “Related” perspective at the
remote site
• Provides visibility into Workspaces
and their Relationships
• Ensures data consistency in the
Business Workspaces and their
relationships through syndication
between primary and remote sites
• Enables secure and efficient
exchange of workspace content to
provide enhance collaboration, and
accelerated continuity of information
Primary Site
Remote Site

*** New *** General History Information
Download All: Job type specific
Information can be downloaded into
csv. No need to contact System
Admin to download CS logs
General
performance
indicator
New
Number of Run histories is
defined on the job level
Extended ECM Platform - Scheduled Processing
enhancements for improved process automation

Approve content sharing with Core Share
What’s new?
• Now you can provide approval of
content before synchronization,
share coordinators must approve
content prior to it being synced to
Core Share
• New content is approved before
getting synchronized to enable
greater control and reduce risk of
leaks or errors
• These enhanced data protection
and security controls ensure that
new shared content is approved
before automatically syncing it with
Core Share
Content Suite Core Share

Core share Synchronized meta data
What’s new?
• Synchronize Metadata on shared
content
• Syncing not only documents but
also business relevant metadata
from Core Share to Content Suite
and vice versa adds value to the
overall sharing scenarios
• Synchronize metadata applied on
shared content ie – external
contractors can add metadata to
content like name, contract # and
contract type, to integrate the
content into their own business
processes such as workflows
Content Suite Core Share

Folder templates in Smart View
What’s new?
• Create your folder template in the
Document Templates Volume
• Like Workspaces, the folder
template will be available in the add
item menu in Smart View (based on
your configuration)
• Creating a hierarchical structure
with predefined folder names and
permissions ensures a flexible and
organized way to store Workspaces
and corresponding data
• This is a powerful feature for
scaling and automation, create the
folder template once and scale

System Monitoring for Business Events
What’s new?
• System Monitor now distinguishes
between “System” events and
“Business” events
• The Business Monitoring
component records business level
errors, potential problems, or
events and delivers these to
Business Administrators
• Business related events will be
delivered directly to Business
administrators in a timely manner,
and provides a shared admin page
for reviewing and exporting reports
without relying on System
administrators .

Accessible User Interface
What’s new?
• Full keyboard navigation of toolbar
elements
• Detailed tooltip pop-up descriptors
for toolbar functions
• Compatible with screen-reader
technology to allow audible
presentation of tooltip descriptors
and document text
• Contrasted viewer element color
scheme for improved visual
reception
• Provides a rich and intuitive viewing
experience for users that may have
physical limitations

Improve Multilingual metadata in Smart View
What’s new?
• New multilingual Metadata
functionality enables users to modify
Smart View entry of names and
descriptions in multiple languages
• Introduced new “Globe icon“ makes it
easy to configure localized names in-
place
• Further supports customers with
Globalization & Localization
requirements

Enterprise Applications and Integrations

Integrating
information
management to
leading business
applications
Enterprise Applications
Solutions for SAP, Microsoft & Salesforce
DIFFERENTIATORS
Deep Integrations with Enterprise
Applications | Content enriched
information processes |
Roadmap themes:
• Cloud Integrations
• User Experience
• Reporting
• Digital Workplace and
Collaboration
• All new detailed reporting (Core for SAP
SuccessFactors)
• Integration with Docusign (Core for SAP
SuccessFactors)
• Integration to Salesforce Financial Services
Cloud (Extended ECM for Salesforce)
• Chatter integration (Extended ECM for
Salesforce)
• Core for Federated Compliance

Core for SAP SuccessFactors - extended reporting
capabilities
What’s new?
• All new reporting capabilities to report
on the status of HR information
processes
• HR can search for documents across
employee workspaces
• Various filters, faceted search and
document status quick filters help to
quickly find the right documents
• Easily detect incomplete employee
files and find process bottlenecks

Core for SAP SuccessFactors - DocuSign integration
What’s new?
• Integration into the market leading
e-signature service DocuSign used
in HR organizations
• Allow HR to send documents for
signature to DocuSign
• Signed documents are
automatically retrieved from
DocuSign and stored in the
workspace

Extended ECM for Salesforce - Financial Services
Cloud support
What’s new?
• OpenText Extended ECM is now
integrated into Salesforce Financial
Services Cloud
• Enables a full 360-degree view of a
customer’s financial data and associated
information
• Compliant information management
services for Salesforce and non-
Salesforce users via OpenText Extended
ECM for Salesforce

Extended ECM for Salesforce - Chatter Integration
What’s new?
• Enables collaboration across Salesforce
and non-salesforce communities with
Chatter and Pulse
• Get insights in relevant activities of others
• Files shared in Chatter can be added or
linked to the Business Workspace

Core for Federated Compliance - Compliance search
and management
What’s new?
Manage compliance across repositories
• Search for documents that require
compliance action across the enterprise
• Apply compliance labels or immediate
actions
Control compliance on key content sources
• Documentum, Extended ECM, and
Content Suite
• Microsoft Office 365 (SharePoint,
OneDrive)
• File systems including Windows,
Amazon S3, and NetApp, among others

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 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

Upgrade with OpenText Professional Services
The experienced OpenText Migration & 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 !
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upgrade plan from OpenText experts … Learn more

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.”

Upgrade yourself with resources from Upgrade Central
Visit Upgrade
Central
https://knowledge.opentext.com/knowledge/cs.dll/Open/62508766

Visit the OpenText Digital Zone for webinars, whitepapers and more
resources to help you modernize your approach to Content Services
https://gateway.on24.com/wcc/eh/2257809/category/28544
Visit the Content Suite & Extended ECM YouTube channel for product overviews,
solution demos, customer stories & 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/

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Extended ECM & Content Suite CE 21.1 Release Highlights

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Extended ECM & Content Suite CE 21.1 Release Highlights