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Content Services
What’s new in Release 16 EP6?
July 2019
OpenText Confidential. ©2018 All Rights Reserved. 2
We connect content to digital business to
accelerate productivity and improve governance.
Users work with content directly within lead
applications (e.g. SAP, Salesforce, Office 365)
and use the content in context of the business
process to optimize outcomes.
OpenText Content Services
OpenText Confidential. ©2018 All Rights Reserved. 3
A leader in the Gartner Magic Quadrant
“(OpenText) can act as a “backbone” enterprise content platform
for all content services application needs”
“OpenText is a match for regulated industries and firms looking
for expansive content services that meet numerous use cases”
“Reference customers cite strong overall satisfaction with
OpenText’s CSP products, pointing to depth of functionality and
stability”
“Large and extended ecosystem of partners, resellers and system
integrators”
Magic Quadrant for Content Services
Platforms
Published: 25 October 2018
Analyst(s): Karen Hobert, Michael Woodbridge, Monica Basso
https://www.opentext.com/campaigns/ecm/gartnermq
 Expanded integrations with lead
applications to fuel business processes
 OpenText continues to bring innovations to
Documentum
‒ e.g. Extended ECM Documentum for SAP
 Advancements in user experience for
improved adoption
‒ E.g. Real time bi-directional synchronization of folders and
documents for Core and Content Suite / Extended ECM
Release 16 EP6 themes
OpenText Confidential. ©2018 All Rights Reserved. 5
OpenText Content Suite
EP6 highlights
OpenText Confidential. ©2018 All Rights Reserved. 6
Core Collaboration integration with Content Suite
• Documents can easily
be shared with third
parties from the
Content Server to Core,
on any device
• Publish and retract files
from Core back to the
Content Server
whenever you want
to stop sharing, or use
time-based sharing
OpenText Confidential. ©2018 All Rights Reserved. 7
Usability enhancements to improve productivity
• Permissions Explorer
provides quick and easy
review of permissions
across multiple locations
• Connected Workspaces
fosters time-saving
collaboration between
SMEs with new
Discussion widget.
• In Records Management
review the lifecycle of files
from creation through to
defensible deletion
Locate disposition review
assignments (view the due
date, priority, status and who
initiated) in the My
Assignments list and click to
access
Visualize permissions in
an advanced browse
experience
OpenText Confidential. ©2018 All Rights Reserved. 8
Simplified disposition process for RM
• Disposition reviewer‘s
assignment is
accessible from the
Smart View (My
Assignments widget)
• Every phase of the
records lifecycle can
now be viewed in
Smart View
OpenText Confidential. ©2018 All Rights Reserved. 9
New file viewing options
• Visually identify items
stored on Content
Server using new
Thumbnail View
• Improved user
experience for those
working in the field or
those who work
primarily via mobile or
tablet
OpenText Confidential. ©2018 All Rights Reserved. 10
OpenText Extended ECM
& Ecosystems solutions
EP6 highlights
OpenText Confidential. ©2018 All Rights Reserved. 11
Deeper Extended xECM integration with MS Teams
• Connect business
processes to informal
collaboration and
communication tools
• Structured use of
Office365 collaboration
tools
• Frictionless flow of
information and
documents between
Office 365, Teams and
Extended ECM
OpenText Confidential. ©2018 All Rights Reserved. 12
Salesforce search includes Extended ECM
• Single search interface
now reports all data
and content to the user
with a federated results
• Allows easier
identification of content,
salesforce objects
OpenText Confidential. ©2018 All Rights Reserved. 13
New cost assignment application for Vendor Invoice
Management
• New Fiori application to
support complex cost
assignment for invoices
• Invoices can be
associated to one or
more cost objects in
SAP
• The entire process is
supporting in the Fiori
application - including
access to history and
supporting documents
OpenText Confidential. ©2018 All Rights Reserved. 14
Business Center for SAP Solutions enhancements
• Integration with Core
Capture for SAP
Solutions
• Fiori Workplace apps
for Sales Orders and
Quotations
• Enhanced reporting
using SAP S/4HANA
Embedded Analytics
• Fiori app for upload and
registration of
documents
OpenText Confidential. ©2018 All Rights Reserved. 15
New editor interface for Document Presentment
• Exstream Engine for
Interactive scenarios in
SAP
• Deliver personalized,
meaningful
communications with
Empower Editor
• Easy-to-use browser-
based editor interface
• Role based editing
OpenText Confidential. ©2018 All Rights Reserved. 16
Improved UI for Digital Asset Management for SAP
• Redesigned UI with a
modern and intuitive
user experience
• Advanced search
capabilities to facilitate
to business users the
fetching assets task
• New recommendation
of assets based on
product information,
during product picture
assignment
OpenText Confidential. ©2018 All Rights Reserved. 17
OpenText Documentum
EP6 highlights
OpenText Confidential. ©2018 All Rights Reserved. 18
Extended ECM Documentum for SAP
• Retrieve, edit and
manage Documentum
content from SAP UIs
• Leverage Documentum
D2 SmartView and
Classic UIs to create
SAP content
• Apply Documentum
Records Management
to SAP content
• A 360-degree view of
content and data
OpenText Confidential. ©2018 All Rights Reserved. 19
Documentum D2 Smart View
• New intuitive user
interface for
content consumer
use cases
• Provides consistent
OpenText user
experience
• Support for
desktop, tablet, and
mobile use
OpenText Confidential. ©2018 All Rights Reserved. 20
Documentum D2 Smart View
• Contribute content using
Documentum D2 Smart
View user experience
– Create new files and folders
– Edit content properties
• Annotate documents with
Brava! viewer
• Quickly find relevant
content using saved
Query Form searches
• Easily switch between
“classic” and “Smart View”
D2 applications
OpenText Confidential. ©2018 All Rights Reserved. 21
Improving the content creation experience
• Support for query form
searches
• Import content
• Content creation
• Editing of property
pages
• Annotation support via
the Brava! viewer
• Parity support for
annotations between
Brava!-enabled clients
OpenText Confidential. ©2018 All Rights Reserved. 22
Documentum Connector for Core
• Enable secure sharing
with users within – and
outside – the
organization
– Reduce risks of sharing
via email or unauthorized
tools
• Protect content from
external sharing by
content policies
• Retract content when
finished sharing/
collaborating
DOCUMENTUM D2 OPENTEXT CORE
RULES-BASED SHARING
MANUAL, AD-HOC SHARING
OpenText Confidential. ©2018 All Rights Reserved. 23
OpenText Content Connect
• Work directly with
Documentum & D2
from Microsoft Word
and Outlook
– Online or desktop
– Save as & Check-in
• Save multiple items
from Outlook
• Enhanced search
results
– Contextual Content Engine
– Type-ahead suggestions
– Synonyms, homonyms
OpenText Confidential. ©2018 All Rights Reserved. 24
xCP Reporting and Analytics
• Gain new insights into
Documentum xCP
applications through
Information Hub (iHub)
• For enhanced xCP
application analytics
iHub users can:
– Embed and display iHub
reports in any part of xCP
– Create live dashboard
views based on user roles
– Embed live charts and
graphs that update in real-
time
OpenText Confidential. ©2018 All Rights Reserved. 25
OpenText Intelligent Capture
EP6 highlights
OpenText Confidential. ©2018 All Rights Reserved. 26
Single Click Entry for Intelligent Capture
• Only a single mouse
click required to fill form
field with data from
image and
automatically advance
to the next field
• Data type highlighting
adds visible highlight to
all data on the image
that matches the field
data type
OpenText Confidential. ©2018 All Rights Reserved. 27
Automated field population using SnapMatch
• New mechanism for
field population based
on performing a fuzzy-
database look-up
• Check OCR contents of
entire page against
table of values to find
the best matched row
• Returns field(s) from
row of data matched
OpenText Confidential. ©2018 All Rights Reserved. 28
Improved security with application-level encryption
• Ability to use port 443
(HTTPs) for all client-
server communications,
including proprietary
TCP/IP data stream for
standard and custom
thick-client modules
• Data-at-rest encryption
for Captiva Real-Time /
REST Server
OpenText Confidential. ©2018 All Rights Reserved. 29
To learn more
www.opentext.com/ecm
blogs.opentext.com/
content-services/

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What's New in Content Services - Release 16 EP6

  • 1. Content Services What’s new in Release 16 EP6? July 2019
  • 2. OpenText Confidential. ©2018 All Rights Reserved. 2 We connect content to digital business to accelerate productivity and improve governance. Users work with content directly within lead applications (e.g. SAP, Salesforce, Office 365) and use the content in context of the business process to optimize outcomes. OpenText Content Services
  • 3. OpenText Confidential. ©2018 All Rights Reserved. 3 A leader in the Gartner Magic Quadrant “(OpenText) can act as a “backbone” enterprise content platform for all content services application needs” “OpenText is a match for regulated industries and firms looking for expansive content services that meet numerous use cases” “Reference customers cite strong overall satisfaction with OpenText’s CSP products, pointing to depth of functionality and stability” “Large and extended ecosystem of partners, resellers and system integrators” Magic Quadrant for Content Services Platforms Published: 25 October 2018 Analyst(s): Karen Hobert, Michael Woodbridge, Monica Basso https://www.opentext.com/campaigns/ecm/gartnermq
  • 4.  Expanded integrations with lead applications to fuel business processes  OpenText continues to bring innovations to Documentum ‒ e.g. Extended ECM Documentum for SAP  Advancements in user experience for improved adoption ‒ E.g. Real time bi-directional synchronization of folders and documents for Core and Content Suite / Extended ECM Release 16 EP6 themes
  • 5. OpenText Confidential. ©2018 All Rights Reserved. 5 OpenText Content Suite EP6 highlights
  • 6. OpenText Confidential. ©2018 All Rights Reserved. 6 Core Collaboration integration with Content Suite • Documents can easily be shared with third parties from the Content Server to Core, on any device • Publish and retract files from Core back to the Content Server whenever you want to stop sharing, or use time-based sharing
  • 7. OpenText Confidential. ©2018 All Rights Reserved. 7 Usability enhancements to improve productivity • Permissions Explorer provides quick and easy review of permissions across multiple locations • Connected Workspaces fosters time-saving collaboration between SMEs with new Discussion widget. • In Records Management review the lifecycle of files from creation through to defensible deletion Locate disposition review assignments (view the due date, priority, status and who initiated) in the My Assignments list and click to access Visualize permissions in an advanced browse experience
  • 8. OpenText Confidential. ©2018 All Rights Reserved. 8 Simplified disposition process for RM • Disposition reviewer‘s assignment is accessible from the Smart View (My Assignments widget) • Every phase of the records lifecycle can now be viewed in Smart View
  • 9. OpenText Confidential. ©2018 All Rights Reserved. 9 New file viewing options • Visually identify items stored on Content Server using new Thumbnail View • Improved user experience for those working in the field or those who work primarily via mobile or tablet
  • 10. OpenText Confidential. ©2018 All Rights Reserved. 10 OpenText Extended ECM & Ecosystems solutions EP6 highlights
  • 11. OpenText Confidential. ©2018 All Rights Reserved. 11 Deeper Extended xECM integration with MS Teams • Connect business processes to informal collaboration and communication tools • Structured use of Office365 collaboration tools • Frictionless flow of information and documents between Office 365, Teams and Extended ECM
  • 12. OpenText Confidential. ©2018 All Rights Reserved. 12 Salesforce search includes Extended ECM • Single search interface now reports all data and content to the user with a federated results • Allows easier identification of content, salesforce objects
  • 13. OpenText Confidential. ©2018 All Rights Reserved. 13 New cost assignment application for Vendor Invoice Management • New Fiori application to support complex cost assignment for invoices • Invoices can be associated to one or more cost objects in SAP • The entire process is supporting in the Fiori application - including access to history and supporting documents
  • 14. OpenText Confidential. ©2018 All Rights Reserved. 14 Business Center for SAP Solutions enhancements • Integration with Core Capture for SAP Solutions • Fiori Workplace apps for Sales Orders and Quotations • Enhanced reporting using SAP S/4HANA Embedded Analytics • Fiori app for upload and registration of documents
  • 15. OpenText Confidential. ©2018 All Rights Reserved. 15 New editor interface for Document Presentment • Exstream Engine for Interactive scenarios in SAP • Deliver personalized, meaningful communications with Empower Editor • Easy-to-use browser- based editor interface • Role based editing
  • 16. OpenText Confidential. ©2018 All Rights Reserved. 16 Improved UI for Digital Asset Management for SAP • Redesigned UI with a modern and intuitive user experience • Advanced search capabilities to facilitate to business users the fetching assets task • New recommendation of assets based on product information, during product picture assignment
  • 17. OpenText Confidential. ©2018 All Rights Reserved. 17 OpenText Documentum EP6 highlights
  • 18. OpenText Confidential. ©2018 All Rights Reserved. 18 Extended ECM Documentum for SAP • Retrieve, edit and manage Documentum content from SAP UIs • Leverage Documentum D2 SmartView and Classic UIs to create SAP content • Apply Documentum Records Management to SAP content • A 360-degree view of content and data
  • 19. OpenText Confidential. ©2018 All Rights Reserved. 19 Documentum D2 Smart View • New intuitive user interface for content consumer use cases • Provides consistent OpenText user experience • Support for desktop, tablet, and mobile use
  • 20. OpenText Confidential. ©2018 All Rights Reserved. 20 Documentum D2 Smart View • Contribute content using Documentum D2 Smart View user experience – Create new files and folders – Edit content properties • Annotate documents with Brava! viewer • Quickly find relevant content using saved Query Form searches • Easily switch between “classic” and “Smart View” D2 applications
  • 21. OpenText Confidential. ©2018 All Rights Reserved. 21 Improving the content creation experience • Support for query form searches • Import content • Content creation • Editing of property pages • Annotation support via the Brava! viewer • Parity support for annotations between Brava!-enabled clients
  • 22. OpenText Confidential. ©2018 All Rights Reserved. 22 Documentum Connector for Core • Enable secure sharing with users within – and outside – the organization – Reduce risks of sharing via email or unauthorized tools • Protect content from external sharing by content policies • Retract content when finished sharing/ collaborating DOCUMENTUM D2 OPENTEXT CORE RULES-BASED SHARING MANUAL, AD-HOC SHARING
  • 23. OpenText Confidential. ©2018 All Rights Reserved. 23 OpenText Content Connect • Work directly with Documentum & D2 from Microsoft Word and Outlook – Online or desktop – Save as & Check-in • Save multiple items from Outlook • Enhanced search results – Contextual Content Engine – Type-ahead suggestions – Synonyms, homonyms
  • 24. OpenText Confidential. ©2018 All Rights Reserved. 24 xCP Reporting and Analytics • Gain new insights into Documentum xCP applications through Information Hub (iHub) • For enhanced xCP application analytics iHub users can: – Embed and display iHub reports in any part of xCP – Create live dashboard views based on user roles – Embed live charts and graphs that update in real- time
  • 25. OpenText Confidential. ©2018 All Rights Reserved. 25 OpenText Intelligent Capture EP6 highlights
  • 26. OpenText Confidential. ©2018 All Rights Reserved. 26 Single Click Entry for Intelligent Capture • Only a single mouse click required to fill form field with data from image and automatically advance to the next field • Data type highlighting adds visible highlight to all data on the image that matches the field data type
  • 27. OpenText Confidential. ©2018 All Rights Reserved. 27 Automated field population using SnapMatch • New mechanism for field population based on performing a fuzzy- database look-up • Check OCR contents of entire page against table of values to find the best matched row • Returns field(s) from row of data matched
  • 28. OpenText Confidential. ©2018 All Rights Reserved. 28 Improved security with application-level encryption • Ability to use port 443 (HTTPs) for all client- server communications, including proprietary TCP/IP data stream for standard and custom thick-client modules • Data-at-rest encryption for Captiva Real-Time / REST Server
  • 29. OpenText Confidential. ©2018 All Rights Reserved. 29 To learn more www.opentext.com/ecm blogs.opentext.com/ content-services/