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Rev 1.1 02092009

Slide 1

Open Text eDOCSOverview and Roadmap

Larry RoyDirector, Product Management

July 29, 2010

Copyright © 2010 Open Text Corporation. All rights reserved.

Agenda

Roadmap Summary

What’s Coming in eDOCS DM 5.3

What’s Next with Enterprise Library Integration

Recent Product Releases

New Integrations with eDOCS DM

Content World 2010

Summary

Questions

Slide 2Copyright © 2010 Open Text Corporation. All rights reserved.

Disclaimer

Slide 3Disclaimer [Published March 9, 2010] [Expires November 7,2010] Copyright © Open Text Corporation 2010. All rights reserved.

Roadmap SummaryRoadmap Summary

Copyright © 2010 Open Text Corporation. All rights reserved.Slide 4

Legend: ProposedIn ProgressDelivered

Document Management – eDOCS Edition 5.x Roadmap Overview

Q3Wireless DMS for eDOCS

Apple iPad supporteDOCS Integration for Sharepoint

SharePoint 2010 supportEmail Filing 3.1

SharePoint 2010 supportOpen Text Report and Output

ManagerIntegration with eDOCS DM

eDOCS DM 5.3Microsoft Office 2010Windows Communication FoundationMSI installer technologyMore………….

Email Filing 3.1 Exchange ConnectorNew connector for Email Filing with integration to Microsoft Exchange

Open Text eDOCS Integration for Autodesk AutoCADNew integration between eDOCS DM and AutoCAD

eDOCS DM Integration with Open Text RMeDOCS DM Extensions integration with Open Text Records Management

ECM Suite AdvancesOpen Text Archiving for eDOCS

Calendar Year

ECM Suite AdvancesIntegration with Open Text Records

Management

eDOCS DM 5.4eDOCS DM 5.4

Next feature release of the eDOCS DM 5.x product line

ECM Suite AdvancesAdditional details will be provided at

Content World 2010

Q2

Slide 5Disclaimer [Published July 29, 2010] [Expires November 7, 2010] Copyright © Open Text Corporation 2010. All rights reserved.

eDOCS DM 5.3 OvervieweDOCS DM 5.3 Overview


Open Text Document Management, eDOCS Edition (eDOCS DM 5.3)

Delivering enhanced application and platform support

Creating easy to deploy client and server-side installations

Broadening support for multiple file extensions

Creating seamless usage of the Save User Interface throughout

Supporting multiple communication protocols

Open Text Document Management, eDOCS Edition Open Text Document Management, eDOCS Edition (eDOCS DM 5.3)(eDOCS DM 5.3)


Product Rebranding

Rebranding from Hummingbird to Open Text eDOCS DMUpdated DocumentationNew Installation splash screensConfiguration ScreenseDOCS DM WebtopInstallation Directories

Open Text Document Management, Open Text Document Management, eDOCS EditioneDOCS Edition


eDOCS DM 5.3 Webtop

Rebranded to Open Text


End User EnhancementsEnd User Enhancements


Microsoft Office 2010Microsoft Office 2010


Microsoft Office 2010 Integration

New Integration designed from the “ground up”Integration files independent of previous versions of Office Movement from ODMA and COM add-ins for the previous releases to Microsoft’s VSTO only for this release

Integration into the Microsoft Backstage


Customize Your Experience

Create your own eDOCS DM Ribbon


Customize Your Experience

Ability to fully utilize the Quick Access Toolbar (QAT), including quick access eDOCS DM items – creating a more seamless office experience


Microsoft Outlook 2007 / 2010

Ability for users to configure their eDOCS DM Email settings from the Outlook options tab

Uses can now dynamically update their settings, choosing to save attachments, how to save them: with the message or separately into eDOCSAdministrators will have the ability to Enable / Disable this functionality for the users

eDOCS DM Outlook add-ins to support Microsoft’s new Outlook model in 2010


Microsoft Outlook 2010

eDOCS DM Commands are active when the eDOCS node is not selected

eDOCS DM node can be renamed

My eDOCS DM Project…

Integration with the Quick Access Toolbar and Custom Tabs


Compare and Merge

No longer provide an eDOCS custom dialog

Integration with the Native compare dialog brings up a Quick Retrieve when selecting the Open Icon or browse.


File Type EnhancementsFile Type Enhancements


Multiple File Types Support

Problem:Our customers want to save documents which are outside the two file formats currently supported for each Office application: Word, PowerPoint and ExcelWe need to be able to provide the ability to save documents which is closer to the native Office save experience

Solution:We have designed the ability for both Office 2007 and Office 2010 to save and open file types which have not been previously supported with eDOCSThis will mimic the native save dialog that appears in native Office save dialogs

User ScenarioAngela receives a CSV file via email from a client with some accounting data. She needs to include her department information, so she opens the file, makes her edits and chooses save. The eDOCS save dialog opens and from the drop-down she chooses to save the document as an .xlsx file. The document is converted and saved into her document library.



How does it work?Library generator populates the database with a table: File_Types_Extns

– Defaults are populated with native based single file types from each application– Most file extensions are disabled by default to allow for easy configuration after

installation



On the profile form– A new drop down

has been added to the profile form so users can select what type of format they wish their document to be saved in

– New Documents will default to the libraries default extension for the application

– Documents which have already been saved will default to the file extension and format in which the document has been saved


Save User Interface Enhancements

Users can now change the profile form of a document “on the fly”

With Dynamic Views installed, users can now have access to the navigational tree from the profile form display

Allows user to navigate through the tree to change metadataDialog will appear to ask the user if this is the change they wish to make with a checkbox allowing them to disable the message the next time around


Lowering Cost of OwnershipLowering Cost of Ownership


Updated Platform Support


Client Operating Systems

Windows XP Professional

Windows Vista 32 bit

Windows 7 – 32 bit

Windows 7 – 64 bitThe DM Extensions will be a 32 bit application running on the 64 bit platform


Office Suites

Microsoft Office 2010 using Visual Studio Tools for Office (VSTO)Includes support for multiple file types

Microsoft Office 2007using COM Includes support for multiple file types

Microsoft Office 2003using COM Automation with DM 5.3 ExtensionsCOM Automation or ODMA support for 5.1.0.5 or 5.2.1 extensionswe will continue to support Office 2003, but QA will be limited for the release.This process is similar to the support policy that was described in the DM 5.2.1 CU4 platforms information documentQuick Reference: Applications and Platforms Supported in eDOCS DM/RM 5.2.1 CU4

Lotus Suite 9.8, 9.7

Corel WordPerfect Office X3

Adobe Acrobat 9.0, 8.0

ODMA Support for third party applications

Additional details to come


https://knowledge.opentext.com/knowledge/llisapi.dll/open/17356626

Server Operating Systems / Databases

Windows Server 2003

Windows Server 2008 R2 (64 Bit)The DM Server will be a 32 bit application running on the 64 bit server

Microsoft SQL Server 2005, 2008, 2008 R2Compatibility ModeSQL-92 (Native Mode)

Oracle 10g R2

Oracle 11g


Deployment EnhancementsDeployment Enhancements


Microsoft Windows Installer (MSI)

Coverage on all of the eDOCS DM Server and eDOCS DM Extensions Components

eDOCS DM Server 5.3 installation can be net new or an upgrade from a previous version of eDOCS DM Server

Installations can be run with MSI standard switches

Msiexec.exe /q /i DMServer.msi /l*vx dmserver_install.log ADDLOCAL="ALL" REMOVE="RMServerFeature" OT_SERIALNUMBER_17="17-xxxx-xxx-00000001" OT_PASSWORD_17=“xxxxxxxx" OT_SERIALNUMBER_42="42-xxxx-xxx- 00000001" OT_PASSWORD_42=“xxxxxxxx Slide 29

Disclaimer [Published July 29, 2010] [Expires November 7, 2010] Copyright © Open Text Corporation 2010. All rights reserved.

MSI Installations

AdvantagesBecause all MSI installations are transactional, they have a built-in rollback feature for future patchesMSI allows for either full installation of future patches or incrementalMSI packages can be marked as not requiring elevated privileges to install, allowing a package to install without prompting the user for Administrator credentialsStandardized Windows delivery mechanism allows us to easily snap-in additional modules for future deliveryMSI allows for installations to run from a group policy and can include additional hotfixes, registry, xml and macro filesNo need to reboot after installationCompletely customizable based on individual environmentsUse ORCA tool for modifying MSI Installations

Windows Installer Development Tools


http://msdn.microsoft.com/en-us/library/aa372834(v=VS.85).aspx

Architecture EnhancementsArchitecture Enhancements


Windows Communication Foundation

Update servers and clients to include support for:Windows Communication Foundation (WCF)HTTP

Advantages to using WCFTighter control of port usageAbility to use Microsoft’s WCF logging utilities to diagnose connection problems

Servers will remain backwards compatible Using the eDOCS DM Client Connection Wizard, client machines can choose which connection to useOlder clients can continue to use DCOM to connect to the eDOCS DM Server without interruption (DM 5.1.0.5, DM 5.2.1)


eDOCS DM 5.3 MiscellaneouseDOCS DM 5.3 Miscellaneous


eDOCS RM 5.3

eDOCS RM 5.2.1 functionality

New RM Bar Code UtilityIncluded with RM Admin license

Provides:Label formattingLabel printing

Disclaimer [Published July 29, 2010] [Expires November 7, 2010] Copyright © Open Text Corporation 2010. All rights reserved.Slide 34

eDOCS DM 5.3 Translations

Open Text will be translating the DM 5.3 software to:FrenchDutchItalianGermanSpanish

French will be the first language to be released and is targeted within 90 days of the English version release

The other languages will follow shortly after

A translation kit will also be made available to partners to localize the software to additional languages.


Wireless DMS for eDOCS Wireless DMS for eDOCS


Multi Platform Document Access

Microbrowser Module

Blackberry Client

iPhone Client

iPad Client

Email

Hard Drives/Flash Drives

Provided in conjunction with Matrix Logic


iPad Client – Now Available

Native iPad App.

Similar features to MicroBrowser

Contacts integration

Ability to download, cut and paste from documents to other apps.

Use off-line.


eDOCS Integration for MS SharePointeDOCS Integration for MS SharePoint


Open Text eDOCS Integration for MS SharePoint

The eDOCS Integration for Microsoft SharePoint solution includes the following components:

Open Text eDOCS DM Extensions for Microsoft SharePointeDOCS DM WebParts for SharePoint

Open Text eDOCS Integration for Microsoft SharePointeDOCS Publishing Client for SharePointContent Bridge w/ eDOCS Data Connector (allows for automated sync and move of content and metadata between eDOCS and SharePoint)

Open Text Content Migrator for eDOCSIncludes the eDOCS DM Connector and Content Server Connector

Open Text eDOCS Search Connector for Microsoft FASTIntegration for Microsoft FAST ESPEnables eDOCS to become a searchable information source for Microsoft FAST ESP

Open Text eDOCS Synchronize Express for Microsoft SharePointMaps folders between SharePoint and eDOCS for content synchronization

One-time (manual)Scheduled (manual or event-driven)On-going (event or process-driven)


eDOCS Integration for MS SharePoint - 4.0 R4

Support for SharePoint 2010 for all modules of the eDOCS Solutions for SharePoint (from previous slide)

Enterprise Archiving & Distribution for SharePoint (EADS) Additional repository compatibility, including EMC Documentum and Open Text Content Server Enhanced Archive Once functionality Improved integration with Open Text eDOCS DM

Core Integration Services Fail-Over Load Balancing support for Remote Connector Inclusion of Farm Deployment Manager

Improved support for Java language connectors

Improved Protocol Handler performance

Synchronize Express Additional connector support Greater configuration flexibility Support for mapping and linking an entire SharePoint document library

Enterprise Integration for SharePoint Improved Web Part library portability Simplified language translation settings


eDOCS Email FilingeDOCS Email Filing


Auto Bulk Filing 3.1 – Feature Enhancements

List of defined folders can include columns with defined metadata from the DM Profile. Fields to display can be configured

List of defined folders can include information of source mailbox either as the full path of the Outlook folder or in a separate column

List of defined folders can be sorted on any column

List items “Selected folder” and “Selected items” have been moved from the list and placed above with separate “File now”-buttons

List of defined folders supports multi-select to allow several folders to be selected in one “File now”-operation or deleted

Replicate folder option can be hidden for users even if foldering is enabled

Add Outlook folder remembers last selected folder between dialog displays.

Editing a monitored folder definition starts configuration wizard on step 1 (allowing for changing Outlook folder)


Auto Bulk Filing 3.1 – Screenshot


Auto Bulk Filing 3.1 – Feature Enhancements (cont)


Settings for Workpath, ProfileForm etc can be set in Current User section of the Windows registry allowing full Citrix compliance

Filing status (field “billing”) for already filed emails can be cleared allowing for re-filing of emails (feature is hidden by default)

A defined folder can be used as a template when setting up a new folder

Centrally stored monitored folder definition can be copied from one user to another (feature is hidden by default)

Optional context menu for Outlook 2007 that allows right-click on folder/selected items in Outlook to launch Auto Bulk Filing wizard.

Support for new optional service that extracts email directly from Exchange-server.

Improved hover text messages on icon in Windows system tray

Oracle support with DM 5.2

Auto Filing 3.0 / 3.1 Process

Server locationServer location

DM LibraryDM Library

DM ServerDM Server

EE--mail mail Filing Filing

ServiceService

Email Email Filing Filing

ServiceService

2.2. Scheduled auto filing Scheduled auto filing occurs. Clientoccurs. Client--side process side process copies message files to server copies message files to server locationlocation

3.3. Service imports emails Service imports emails into eDOCS DM with profile into eDOCS DM with profile and email thread metadataand email thread metadata

Monitored folder is defined. Job definition Monitored folder is defined. Job definition store locally or on server locationstore locally or on server location

DM LibraryDM Library

Auto Filing 3.1 with New Exchange Connector

Server locationServer location

(Workpath)(Workpath)

DM ServerDM Server


ServiceService


ServiceService

1.1. Scheduled auto filing Scheduled auto filing occurs. Service copies emails from occurs. Service copies emails from Exchange store to server locationExchange store to server location

2. 2. Service imports emails Service imports emails into eDOCS DM with profile and into eDOCS DM with profile and email thread metadataemail thread metadata

A new monitored folder is defined. A new monitored folder is defined. Job definition stored to server locationJob definition stored to server location

New New Exchange Exchange ConnectorConnector

New New Exchange Exchange ConnectorConnector

MS Exchange MS Exchange ServerServer

Note: The client-server process (as in 3.0) is still supported


Auto Bulk Filing – Exchange Connector

Additional Windows service that:Reads job definitions (defined folders that are set for monitoring) from WorkpathExtracts emails directly from Exchange ServerSends to emails to Filing Service (workpath)

Emails will be filed even if workstation is not started:File emails for users with web accessFile emails using BlackBerry, iPhone, Smartphone etc

Important technical details:Installs on Filing Service server or another Windows server – not Exchange server. (communicates with Exchange through Web Service API)Can be deployed for some users. i.e.: easy to test


Marker – Enhancements

New Features:

Categories set by marker are now cleared if the email has been deleted from DM or if the user no longer has access to the document

Export registry function changed to use Unicode

Priority slider hidden by default. (Registry key to display)

Oracle support. (Note: Some existing database indexes should be modified for performance reasons)

Improved hover text messages on icon in Windows system tray


Open Text Archiving for eDOCSOpen Text Archiving for eDOCS


Open Text Archiving for eDOCS

The Open Text Archiving for eDOCS software provides integration between eDOCS DM 5.2.1 and the Enterprise Library 10.1 archivingfeature.

The integration is focused on:The Archiving feature of the Enterprise LibraryOffering support for additional storage technologies to eDOCS DM customersIntelligent Storage driven by eDOCS DM Profile Metadata


eDOCS DM Document Servers

Slide 53

eDOCS DM

eDOCS DMeDOCS DM

DM ImagingDM Imaging

BPM Server integration for eDOCSBPM Server integration for eDOCS

Email FilingEmail Filing

Email Archiving Integration for eDOCSEmail Archiving Integration for eDOCS


DM WorkflowDM Workflow

eDOCS RMeDOCS RM

Windows ServerWindows Server

Novell NetwareNovell Netware

EMC CenteraEMC Centera

Active Content is stored on DM Document Servers

Multiple DM Document Servers can be configured per library

Copyright © 2010 Open Text Corporation. All rights reserved.

eDOCS Integration for Enterprise Library Archiving

eDOCS DM

eDOCS DMeDOCS DM

DM ImagingDM Imaging

BPM Server integration for eDOCSBPM Server integration for eDOCS

Email FilingEmail Filing

Email Archiving Integration for eDOCSEmail Archiving Integration for eDOCS


DM WorkflowDM Workflow

Ope

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Text

Ent

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Libr

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Active Content will continue to be stored on DM Document Servers

Documents that are edited – versioned

Read-Only or dormant content can be moved to the Enterprise Library

Make Read Only

Configure Target Document Server

Runtime and Core ServicesRuntime and Core Services

Administration Client (MMC)Administration Client (MMC)

Enterprise Library Services APIEnterprise Library Services API

Archive ServerArchive Server

Content ServerContent Server

Directory ServicesDirectory Services

Content ArchivingContent Archiving

Security ClearanceSecurity Clearance

Records ManagementRecords Management

eDOCS RMeDOCS RM eDOCS Integration for Enterprise Library

Archiving

eDOCS Integration for Enterprise Library

Archiving

Windows ServerWindows Server

Novell NetwareNovell Netware

EMC CenteraEMC Centera


Enteprise Library Intelligent Storage Management

The Enterprise Library brings support for additional hardware technologies to DM

By including DM metadata the administrator will be able to configure rules on where to store the content


eDOCS Integration for Enterprise Library RMeDOCS Integration for Enterprise Library RM


eDOCS Integration for Enterprise Library RM


Classification Selection


User Based Record Classification

Manually file (Classify) a record

When filing (Classifying) a record the user selects the record classification

Manually declare (Mark Official) a recordAn authorized user or records manager can mark a classified record as official

The document will then be copied to the Record Classification when marked official

The document is made read-only in DM

A visual indicator is displayed in DM to show the document is marked as an official record


Content Server Administrator

The Content Server or Records Manager will be able to see the folder structure created by DM

An example structure is Library name Client ID

Document Type

Record Classifications can be assigned to the folder level and documents added to the folder will inherit a retention schedule


Records Manager Administration

The Records Manager will be able to see what content a specific retention schedule is assigned to


eDOCS Integration for Autodesk AutoCADeDOCS Integration for Autodesk AutoCAD


eDOCS Integration for Autodesk AutoCAD

This session will provide a product overview of the new Open Text eDOCS Integration for Autodesk AutoCAD by Cad-Capture

The eDOCS Integration for Autodesk AutoCAD provides application integration between AutoCAD and eDOCS DM, allowing organizations to work more effectively with engineering documents while strategically incorporating them into their enterprise content repositories.

By comprehensively managing drawings and associated revisions, title blocks, and reference files, eDOCS Integration for Autodesk AutoCAD enables engineers to control technical knowledge assets while simultaneously providing secure access to AutoCAD drawings for all users in the organization.


eDOCS Integration for Autodesk AutoCAD

Supported eDOCS DM EnvironmentsDM 5.1.0.5DM 5.2.1 DM 6.0.5**

Supported Autodesk ApplicationsAutoCAD 2011AutoCAD 2010AutoCAD 2009AutoCAD 2008

** Full functionality not available within DM 6.x


eDOCS DM Interface

AutoCAD Passive Integration

OpenNewSaveSave As

DM Version supportNew VersionSub VersionPublished

DM Template integration for your prototype drawings


Drawing Metadata

DM Designer to incorporate your drawing specific metadata

Project IDChange Order NumberPart NumberPart SupplierAs examples..

DM Profile information mapped to your Drawing Attributes

Sync from DM to the Drawing AttributeSync from the Attribute to DM Profile


AutoCAD Reference Files

Insert external reference files

AutoCAD View List support for reference files provides access to native reference features

Edit reference files during the same drawing session

Reference a specific version

Reference the Published version with automatic update to most recent published version


Open Text Report and Output ManagerOpen Text Report and Output Manager


Open Text Report and Output Manager

Capture, archive & deliver application-generated content for secure multi-channel delivery

Portal self-service Report mining and collaborationReport analyticsAutomatic report distributionRegulatory compliancePaper use reductionMulti-channel deliveryCentralized print management


http://www.opentext.com/download/livelinkdownload.html?path=/product/vista-plus-suite/open-text-report-and-output-management-diagram.jpg

Source Applications

eDOCS DM Repository

eDOCS API

VPOM & Forms

Archive

App Output (Fixed Report)

App Output (Fixed Report)

Parse & Forms, Metadata Extract

Parse & Forms, Metadata Extract

ECM API Stack


ECM API for COLD - Integration with eDOC DM

• Create Intuitive Electronic Business Documents

• Forms Designer for COLD output

• Manage Concurrent Capture of COLD Content

• Queuing, Records Parsing, Concurrent Import/Capture and Management

• Consolidated access to enterprise content

• Documents, e-mail, images, and COLD Reports

• ECM enable secured report content

• ECM enable of COLD, ERP, and legacy content

• Lifecycle, workflow, records management

• Support COLD and decommission legacy applications

• Transactional / Production / ERP application reports


Where Can I Get More Information

Content World 365 – Webinars on DemandOpen Text Report and Output Management Suite – Product OverviewRecorded Tuesday July 20, 2010http://communities.opentext.com/go/ECMOverview

Contact InformationJacqueline Probe

– Sr. Technical Solutions Consultant– [email protected]

Joe Basanda– Sr. Account Executive– [email protected]


http://communities.opentext.com/go/ECMOverview

mailto:[email protected]

mailto:[email protected]

eDOCS Release ScheduleeDOCS Release ScheduleSummarySummary


Legend: ProposedIn ProgressDelivered

Document Management – eDOCS Edition 5.x Roadmap Overview

Q3Wireless DMS for eDOCS

Apple iPad supporteDOCS Integration for Sharepoint

SharePoint 2010 supportEmail Filing 3.1

SharePoint 2010 supportOpen Text Report and Output

ManagerIntegration with eDOCS DM

eDOCS DM 5.3Microsoft Office 2010Windows Communication FoundationMSI installer technologyMore………….

Email Filing 3.1 Exchange ConnectorNew connector for Email Filing with integration to Microsoft Exchange

Open Text eDOCS Integration for Autodesk AutoCADNew integration between eDOCS DM and AutoCAD

eDOCS DM Integration with Open Text RMeDOCS DM Extensions integration with Open Text Records Management

ECM Suite AdvancesOpen Text Archiving for eDOCS

Calendar Year

ECM Suite AdvancesIntegration with Open Text Records

Management

eDOCS DM 5.4eDOCS DM 5.4

Next feature release of the eDOCS DM 5.x product line

ECM Suite AdvancesAdditional details will be provided at

Content World 2010

Q2


Next Product Roadmap Updates at:


Thank You
