What’s New in OpenText Content Suite 16

OpenText Confidential. ©2016 All Rights Reserved. 1

It’s Time to Rethink ECMWhat’s New in OpenText Content Suite 16


It’s time toRe-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-USERSFILE ACCESS | COLLABORATION

VOLUMECONTENT | REGULATIONS |

DISCOVERY

Where does ECM fit in the Digital Enterprise?


Process ProductivityContent in Context in Business ProcessAdoption through Integration

CONTENT

ControlInfoGovAdoption through Transparency

CONTENT

Personal ProductivityAccess and Share InformationAdoption through Simplicity

CONTENT

Re-Think ECM


METHODOLOGYTime 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

Personal Productivityredefines


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 xECMPersonal Productivity


Simplified User Experience via Project or Role-Based ViewsPersonal Productivity

Customizable, responsive, role or project-based views from desktop to mobile devices


Role-based Landing/Browse PagesPersonal Productivity


Built using ActiveView

Allows GUI interface to build Content Server perspectives

Perspective Manager to Customize Landing/Browse PagesPersonal Productivity


Simplified User Experience Through Progressive DisclosurePersonal Productivity

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 BarPersonal Productivity


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

Personal ProductivityCore > Content Server Integration


Process Productivity

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

Process Productivity

A BETTERWAY TO WORK

E TENDEDto lead APPLICATIONS

TCONTEto provide CONTENT in

E PERIENCESand enable unique DIGITAL


Process Productivity: Combine Content with Context to Create Value!

ContentDocuments• Financial documents• Quotations, Contracts• Invoices, etc.

= ValueIncreased 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 ApplicationsCampaign &

Lead GenOpportunity

& Quote Sales Order Engineering(Project)

Production &Delivery Service

Sales Order

Campaign

Lead

Opportunity

Contract

Offer ProductionOrder

QualityInspection

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

Process Productivityinvesting in


Connected Workspaces for Content Suite and xECM

DATA

CONTENT TASKS

PEOPLE

Connected Workspace

Process ProductivityA 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 WorkspaceDATA

CONTENT TASKS

PEOPLE

Project Workspace

DATA

CONTENT TA SKS

PE OP LE

Supplier Workspace

DATA

CONTENT TA SKS

PE O PLE

PO WorkspaceDATA

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

Process ProductivityContent 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-fueledBusiness Processes

Connects content with business processesin Salesforce: Marketing, Sales, Service

Provides Business Workspaces formanaging content in business context

Ties Salesforce with backend processes inSAP and Oracle (HR, Production, Finance)

Production & Logistics

HumanResources Finance

Marketing Sales CustomerService

+EIM

Deep Integration with Salesforce



Salesforce with extended workspace


Leverage Integration forMetadataAccount Workspace:An account workspace is auto-created for the Salesforce account

Account Details are synchronized asmetadata


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-insfor Office 365 Discover, access, and work

with Enterprise content

Supporting Office 365 Sites and SharePoint 2016

Integrating withContent 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

ControlArchiving 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 ConnectDesktop

Integration


ControlProcess 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

Controlinvesting 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

ControlPersonally 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 CloudECM 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 InnovationsContent Suite 16


Seeing 16 out of the box, it's like you guys read my mind and did my job for me!

Ethan DutyWeb 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 FaresEIM Project Manager | BNSF Railway


The Salesforce integration is pretty cool stuff!

Glen ZagorskiIT Manager | Ortho Clinical Diagnostics


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

Peter LalondeGM Enterprise | Apprento


Colleen MacNaughtonCorporate 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 R16www.opentext.com/16

Rethink ECMwww.opentext.com/campaigns/ecm

https://twitter.com/OpenTextECM

https://twitter.com/OpenTextECM

http://www.linkedin.com/company/opentext

http://www.linkedin.com/company/opentext

http://www.opentext.com/what-we-do/create-a-better-way-to-work/opentext-content-suite-16

http://www.opentext.com/campaigns/ecm

Software

What’s New in OpenText Content Suite 16