Extended ECM For Office 365: Product Overview & Roadmap

Extended ECM
for Office 365

Product Overview & Roadmap
Adrian Studer | April 2018

Extended ECM Product Family – Overview
Extended ECM Extended Extended Extended Extended Extended Extended Extended
Business ECM for ECM for ECM for ECM for ECM for ECM for ECM for
SAP Oracle EBS Office
Microsoft
365 Salesforce SAP Government Engineering
Applications Solutions SharePoint Success-
Out of the box integration Factors
& Business Object
Support
Extended ECM Extended ECM Platform 16.2

Platform Business Object Types
Business Application UI Integration
CMIS Interface
Extensibility to any Connectivity Widgets
Business Application Open Business Web Reports + WR Remote Cache &
(ERP, CRM, HR) Business References
Application API + SDK Workflow Extensions Object Importer
Content Suite Platform 16.2

Content Suite
Business Records Business Smart UI &
Platform Workspaces Management Users & Roles Document Viewing
Social
Manage complete
Content Lifecycle Business Document Metadata
Archiving File Sync & Share
Relationships Management Management
OpenText Confidential. ©2018 All Rights Reserved. 2

Extended ECM Platform
Open, Versatile Content Management Platform
CUSTOMER SALES ORDER PRODUCT

WORKSPACE WORKSPACE WORKSPACE

Extended ECM
Concept of a Business Workspace
A business workspace represents a meaningful entity in your organization, e.g. a customer, an
asset, a legal matter, a project, or even a community of people with common interests.
CUSTOMER
WORKSPACE

Extended ECM for Microsoft Office 365

Extended ECM
Extended ECM RM for SharePoint Outlook Integration Search Widget for
Microsoft SharePoint Workspaces Content
Search Integration
for Workspaces Office 365
Rich integrations into
Microsoft Office 365 SharePoint Archiving of SharePoint Online Office 365 Groups
Single Sign On
Web Parts SharePoint Content Integration Integration
Extended ECM Extended ECM Platform

Platform Business Object Types
Business Application UI Integration
CMIS Interface
Extensibility to any Connectivity Widgets
Business Application Open Business Web Reports + WR Remote Cache &
(ERP, CRM, HR) Business References
Application API + SDK Workflow Extensions Object Importer
Content Suite Platform

Content Suite
Business Records Business Smart UI &
Platform Workspaces Management Users & Roles Document Viewing
Social
Manage complete
Content Lifecycle Business Document Metadata
Archiving File Sync & Share
Relationships Management Management

Office 365 is great for…
▪ Content creation
▪ Collaboration
▪ Communication
▪ Team productivity

6
Extended ECM and Office 365
Broadening the Reach of the Business Workspace
Content Content
creation and access and
ingestion BUSINESS collaboration
WORKSPACE

SharePoint enable your Business Processes
Business Records
Collaboration Archiving
Workspaces Management
▪ Share content ▪ Search and access ▪ Industry leading, ▪ Archive ERP/CRM

between ERP, CRM Content Server from DoD 5015.2 and and SharePoint in the
and SharePoint SharePoint VERS certified same place
▪ Collaboration ▪ Bring ECM content ▪ Manual + automatic ▪ Incremental archiving
between ERP, CRM to Office 365 users classification ▪ Rule-driven archiving
and Office 365 users ▪ Enable collaboration ▪ Search and access ▪ Permission
▪ Organize content and minimize to records from synchronization
alongside your duplication Office 365 ▪ Link management
business processes

Product Overview
OpenText™ Extended ECM for
Microsoft Office 365

Participate in Business Processes from SharePoint
• OpenText manages business
critical content
• Make content accessible to
SharePoint and Office 365 users
• Collaborate across platforms
• Increase efficiency, unlock value

Seamlessly Work with ECM in SharePoint
• Open up Content Server to
Office 365 users
• Search, browse and access
content
• Contribute new content
• Access metadata and records
management details
• Supports SharePoint Online,
SharePoint 2016 and 2013
• Built on Content Server
Smart UI technology

SharePoint enable your Business Processes
Access to content Up-to-date metadata

relevant to this directly from the ERP
business object or CRM system
Related business
objects and
transactions

Search Extended ECM from SharePoint
• Browse web part
• Search by document name
• Filter by document metadata
• Search web part

• Search result operations (check-out,
RM, etc.)
• Custom search forms
• Based on Content Server index

and search

Integrated with SharePoint and Office 365 Search
• Find Content Server documents with
SharePoint Search
• SharePoint indexing Content Server
• Full text, metadata, ACLs
• Supports Microsoft Cloud Hybrid Search
• Search from anywhere, Office 365 and on-premises
• Office 365 search and Delve for Content Server content
• Transparent to end users

Office 365 Groups Integration
• Office 365 Groups are
integrated in Extended
ECM Smart UI
• Office 365 Groups are
created and associated
to an Extended ECM
Workspace automatically
or manually
• End user can create the
new group or use
existing group.

Collaborate with Extended ECM in Office 365
Click arrows to open this

group, conversation or
Microsoft Office 365 Group is calendar in Office 365
linked to an Extended ECM
Workspace which itself can be
linked to ERP or CRM customer
Click title to view a

conversation thread. Click title to view a
calendar entry.

Accelerate Workspace E-Mail Filing in Outlook
1. Search Workspace
by Business Object
Type and Type-Ahead
Search
2. Select Workspace
folder to store the Mail
and click save icon

Records Management & Archiving
• Individual documents, folders,
document sets, sites and lists
• Captures everything
• Versions, metadata, audit trail,
permissions
• Supports different approaches

• Move, copy, stub, incremental
• Manually or fully automated
• Ties into OpenText Records

Management

Archiving complete SharePoint sites
• Governance for inactive
SharePoint sites
• Dissolved teams, completed
projects, …
• Archives complete SharePoint
site for later restore
• Archives documents, document
libraries and lists for compliant
long term retention

Fully automated archiving
• Documents and sites archived with
batch jobs
• Query document type, metadata,
location..
• Transparent to users
• Administration
• Create archiving rules
• Assign rules to document libraries/sites
• Schedule archiving tasks

Archiving for OneDrive for Business
• 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

Co-Authoring with Microsoft Office Online clients!
• Word, Excel, PowerPoint in the
browser
• Works cross-platform (Windows,
Mac, mobile, etc.)
• View and edit, Co-Authoring
(multiple people working on the
same document in real-time)
• No installation on client machine
• Requires Office 365 user license
• Requires add-on license to CSP
Roadmap

Extended ECM for Microsoft Office 365 16.2.4
OpenText Extended ECM for Microsoft Office 365
• Extended ECM for SharePoint is now
Extended ECM for Office 365
• Integration beyond SharePoint
• Office 365 Groups
• OneDrive for Business
• Microsoft Teams (coming soon)
• Enrich business processes with

Office 365 collaboration
BUSINESS
• Office 365 collaboration centered WORKSPACE
around business processes

Modernized SharePoint Web Parts for Office 365
• Support for modern
SharePoint experience
• Web Part configuration by
business users
• Central configuration from
within Content Server
• Efficient, non-touch
update process
• Built on latest SharePoint
Framework (SPFx)
technology
• Supports SharePoint
Online and 2016

Outlook Add-in: Suggested Workspaces
• Intelligence to assist with faster filing of emails
• Email sender and recipients
• Identify workspaces where emails from the same sender
or recipients were filed before
• Configurable rules
• Identify relevant workspaces based on email attributes
• Examples:
• Suggest case workspace based on case number in email
subject
• Suggest customer workspace based where recent emails
from the sender were filed

SharePoint Cloud Archiving
Office 365 Tenant
• Archiving for Office 365 without requirement of a

SharePoint sites
OneDrive for Business
dedicated SharePoint Server

• Minimal footprint, easy to install and update, Office 365
Integration Service
integrated with OpenText Directory Services
Configuration
(OTDS)
Archiving Process
• Supports all existing functionality for archiving Reporting
SharePoint Online and OneDrive

• Full support of CS 16.2.x REST APIs Extended ECM Platform
Records Management
• Basis for future tie-in with Microsoft Groups,
Archive Server
Microsoft Teams and SharePoint Online Archiving

Archiving for Office 365 and remote SharePoint farms
Before 16.2.4
SharePoint 2013 Farm

Office 365 Tenant SharePoint sites
SharePoint sites
SharePoint sites
SharePoint 2013 / 2016
application host
Configuration
Archiving Process
outbound connection outbound connection
retrieving data from Office 365 Reporting retrieving data from SharePoint
outbound connection
storing data into Content Server
Content Server Platform

Records Management
Archive Server

With 16.2.4 and newer

Office 365 Tenant SharePoint sites
SharePoint sites
SharePoint sites
Office 365
Integration Service
Configuration
Archiving Process
outbound connection outbound connection
retrieving data from Office 365 Reporting retrieving data from SharePoint
outbound connection
storing data into Content Server
redirecting to OTDS
for authentication
Content Server Platform
OTDS
Authentication Records Management
Archive Server

With 16.2.4 and newer

Extended ECM for Office 365 16.2.x (2018) LAB PREVIEW
Integrating Microsoft Teams

• Connect Extended ECM business processes to Office 365’s tools for
informal collaboration and communication
• Connect Extended ECM Business Workspace to existing or new Microsoft Team
• Access Business Workspace from Microsoft Team website and app
• Add results of collaboration (documents, emails) to Extended ECM Business Workspace
• Benefits
• Structured use of Office 365 collaboration tools and communication channels
• Full visibility into business process and associated content from within Office 365
• Frictionless flow of information and documents between Office 365 and Extended ECM
• Less duplication of information, more efficient business processes

Seamless Integration with Microsoft Office 365 Teams
Open Microsoft Team

connected to
workspace
Microsoft Team


Access Business
Workspace from
Team UI

Integrated Extended
ECM Business
Workspace – Can be
full Smart UI
Perspective or just
Folder Browse View

Choose from recent

files, files in
connected Team, or
Office 365 personal OneDrive
Add files from

Office 365
Select files to add to

this business
workspace
Upload

Extended ECM for Office 365
Product Roadmap and Directions – Key Themes and Capabilities
What we What we are What we plan

have delivered working on for the future*
Version 16.2, Updates 2017 Version 16.2.4 – March 2018 Updates 2018
Collaborate around Workspaces Collaborate around Workspaces Integration of Extended ECM business
New Microsoft Outlook® add-in to find business Suggest relevant business workspaces in Microsoft workspaces with Microsoft Teams,
workspaces and store emails in them. Outlook® add-in based on where emails from the same including connecting Teams to workspaces,
Connect business workspaces with Office 365 Groups sender were filed. automated creation of Teams and surfacing
and use new widgets to surface conversations and Suggest relevant business workspaces in Microsoft Team content into workspaces
calendar within Extended ECM. Outlook® add-in with configurable rules, for example
Automatically create Office 365 Groups for new based on a case number in the email subject. Further enhance suggestion of relevant
business workspaces. Automatic creation of Office 365 Groups integrated with business workspaces in Outlook add-in
Interact efficiently – Modern user Experience Extended ECM scheduled task framework.
Separating attachments when saving email
Easy to use, configure and update web parts that Interact efficiently – Modern user Experience with Outlook add-in
integrate seamlessly with the latest Office 365 user Quarterly updates of add-ins for SharePoint and
experience. SharePoint Online to leverage latest developments in Revamped manual archiving of documents
New search web part lets SharePoint users find Extended ECM and Office 365. in SharePoint Online for better user
Extended ECM documents from within Office 365. experience, more functionality, and easier
Cloud Support
Deploy rapidly – Cloud Support Self-contained integration service to configure, manage configuration and deployment
Support for more authentication and single-sign-on and run automated archiving for SharePoint Online
scenarios with Office 365. without dependency on on-prem SharePoint.
Extended ECM for Microsoft SharePoint, Cloud Edition.
* Not part of formal product roadmap yet

Resources

Customer and Engine File
Example in Automotive: MAN Diesel & Turbo
Increase Agility
To improve document handling, retrieval, and collaboration in
document-centered business processes MAN is implementing Digital
Integration
OpenText as a global archiving and records management platform Workplace
(GARM) for SAP® and Sharepoint®.

The seamless integration of the
OpenText Solution simplifies Efficiency and Compliance in Aftersales
information access and
accelerates business processes The linkage of all documentation (from sales, engineering, quality
at MAN Diesel & Turbo. assurance, etc.) in one file provides a complete and compliant 360° Reduce Governance, Risk
Cycle Time & Compliance
view of the customer’s and engine’s history. The solution reduces
Achim Wilke cycle time in customer correspondence, saves costs, and results in
Solution Architect MAN Diesel & Turbo competitive advantage for the services business.
Standardize Operations worldwide

Corporate records management guidelines are harmonized Global
Operations
worldwide based on OpenText Records Management.

Resources

Thank you
twitter.com/opentext
facebook.com/opentext
linkedin.com/company/opentext
opentext.com

Extended ECM For Office 365: Product Overview & Roadmap

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Extended ECM

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Adrian Studer | April 2018

Extended ECM Extended ECM Platform 16.2

Content Suite Platform 16.2

OpenText Confidential. ©2018 All Rights Reserved. 2

CUSTOMER SALES ORDER PRODUCT

OpenText Confidential. ©2018 All Rights Reserved. 3

OpenText Confidential. ©2018 All Rights Reserved. 4

Extended ECM for Microsoft Office 365

Extended ECM Extended ECM Platform

Content Suite Platform

OpenText Confidential. ©2018 All Rights Reserved. 5

OpenText Confidential. ©2018 All Rights Reserved. 6

OpenText Confidential. ©2018 All Rights Reserved. 7

▪ Share content ▪ Search and access ▪ Industry leading, ▪ Archive ERP/CRM

OpenText Confidential. ©2018 All Rights Reserved. 8

OpenText Confidential. ©2017 All Rights Reserved. 9

OpenText Confidential. ©2018 All Rights Reserved. 10

OpenText Confidential. ©2018 All Rights Reserved. 11

Access to content Up-to-date metadata

OpenText Confidential. ©2018 All Rights Reserved. 12

• Search web part

• Based on Content Server index

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• Transparent to end users

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OpenText Confidential. ©2018 All Rights Reserved. 15

Click arrows to open this

Click title to view a

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OpenText Confidential. ©2018 All Rights Reserved. 17

• Supports different approaches

• Ties into OpenText Records

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• Enrich business processes with

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• Archiving for Office 365 without requirement of a

dedicated SharePoint Server

• Supports all existing functionality for archiving Reporting

SharePoint Online and OneDrive

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SharePoint 2013 Farm

Content Server Platform

OpenText Confidential. ©2018 All Rights Reserved. 30

SharePoint 2013 Farm

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Integrating Microsoft Teams

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Seamless Integration with Microsoft Office 365 Teams

Open Microsoft Team

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Seamless Integration with Microsoft Office 365 Teams

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Seamless Integration with Microsoft Office 365 Teams

OpenText Confidential. ©2018 All Rights Reserved. 36