overview of the new functionality in edocs 16 - contesto new in edocs 16_1 - contesto march 1...

Overview of the New Functionality in eDOCS 16.1Larry Roy

Sr. Director Product Management

March 1, 2017

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OpenText Confidential. ©2017 All Rights Reserved. 2

Secure, Flexible ECM that

‘Works the Way You Do’

Intuitive, configurable user experience

Streamlined IT manageability

Easy to deploy, maintain and scale

Portfolio solution model lets you tailor

the solution to your specific needs

Flexible API integrates easily to

‘extend the ecosystem’

Flexible deployment – on premises,

private cloud or hybrid


What Drove this Release?

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Security Threats


$4.0M

The average cost per

record breached:$158

* 2016 Cost of Data Breach Study, Ponemon Institute

Between 2013 – 2016:

The average cost of a

data breach:

+15%

+29%

The cost of a security breach

continues to rise. Securing

work product remains a top

priority.

https://www.ponemon.org/news-2/71

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Changing Workforce


81Million Prioritize Mobility, BYOD

Adaptable, Prioritize

Workplace Flexibility

Retiring at the rate of

10,000 per day

“Digital-natives” are now the

dominant workforce demographic.

They desire easier access to

information, greater flexibility for

sharing and collaborating.

55Million

75Million

Millennials

Gen X

Baby

Boomers


Easy ECM Secure Sharing &

Collaboration

Anytime, anywhere –

via cloud, mobility

Changing Expectations for ECM


What’s New in eDOCS 16.1

OpenText™ eDOCS 16.1

Flexible and Intuitive

Enterprise Content

Management

On-Premises,

Private Cloud, or

Hybrid

In a Secure,

Collaborative Work

Environment

OpenText™ eDOCS 16.1 offers increasingly flexible, intuitive ECM in a secure,

collaborative work environment, deployed on-premises, in the cloud, or hybrid.



eDOCS 16.1 Gold on January 31


What’s New in eDOCS 16.1?

eDOCS DM

FlexFolders

Responsive Design Webtop

Shared Workspaces

Metadata Security

Desktop Sync and Save

Quick Access Document

Security

Management Studio

Enhancements

64-bit Server and Indexer

eDOCS RM

Targeted Records

Search

RM Actions in the

Modern Webtop

Cloud

OpenText Core

Cloud Services via

Optimize Service

Program


FlexFolders


FlexFolders

Next generation of Dynamic Views

Easy to administer

Administration Wizard to Create FlexFolders

Filtered Sub-Folders to match your practice or business areas

Increase user adoption and satisfaction

FlexFolder subscription made easy

By Attorney

By Client

By Matter

By Client - Matter


DM Management Studio - FlexFolders

FlexFolders setup and

configuration is now in the DM

Management Studio


FlexFolder Setup Wizard

Simplified step by step setup

and configuration

Easily select which options and

features are available


Copy FlexFolder

The new Copy Feature allows

you to easily replicate an

existing FlexFolder

configuration and fine tune to

each business area


FlexFolder Subscription

In addition to the previous

subscription methods, the user

can now easily subscribe to

content by performing a right-

click “Subscribe To” action



Display/view content in a format optimized

to the device you are using, for an

improved user experience


RM Actions in the Webtop

Physical Records

Actions

Request

Loan

Return

RM Manager Actions


Shared Workspaces


Shared Workspaces

Easily secure and share your

workspace with others in

eDOCS

Workspaces are profiled

objects

Personal Workspaces from

previous versions converted

with the upgrade


New Workspace Access Rights

There are new collaborative

workspace rights to select from

for granting access

View: Trustee(s) can see workspace

contents

Collaborate: Trustee(s) can edit

workspace name, add and remove

workspace items

Manage: Trustee(s) can assign

access or remove rights, delete

workspaces, and change profile form

values


DM Metadata Security


Metadata Security

Ethical Walls for Legal

Clients

Matters

Document Types

Custom Table support

Project

Department

Security = document access +

metadata rights


Lookup Security Per Table

DM Users group will be

granted access to all the

metadata values by default

Security can then be

selectively applied to

metadata values


Desktop Sync and Save


DM Sync and Save

Synchronize a DM Folder or Workspace to your desktop

Content added or modified in DM or on the Local drive will be

synchronized


DM Sync and Save

The synchronized DM Folder or Workspace, it’s sub-folder structure

and the contents will be created in the selected location


Quick Access Document Security



Less clicks to “Set Security”



Easily change the access

control list of a secured

document

New Remove Security option

to grant everyone access to

the document


Management Studio Enhancements


Management Studio Enhancements

Administer eDOCS from

within a single interface

DM Management Studio

includes:

Library maintenance

FlexFolder administration

DM extensions

configuration settings


DM Management Studio - Utilities

Client Deployment Utility

settings

Configuration changes

pushed to the desktop on

DM login


Lookup Table Maintenance

Manage system and

metadata tables

Multi Library support


Lookup Table Maintenance in the Extensions

Easily create new or edit

existing lookup values from

within the user interface.

DM Extensions and DM

Webtop.


64 Bit Server and Indexer


DM Server – Indexer Memory

No longer

limited to 1.2GB

of memory for

search activities

Can use up to

75% of the

server memory


eDOCS RM


eDOCS RM Enhancements

Targeted Records Search

Email FilePart reference

Personalize FilePlan displayed

columns

RM user functions in DM

Webtop


Cloud


Integration with OpenText™ Core

Simple, secure cloud sharing –

internally or externally

Check out information from DM

into Core for secure

collaboration with clients,

suppliers, partners or others

Check it back into DM when

edits are complete and ready to

store alongside other work

product


eDOCS: Flexible Deployment Options

On Premises Private Cloud Hybrid


On-Premises On-Premises

Private CloudPublic Cloud

Hybrid

On-Premises

www.opentext.com/eDOCS

linkedin.com/groups/opentext edocs

Learn about Easy ECM

Join the OpenText eDOCS group on LinkedIn:

www.opentext.com/campaigns/easyecm

https://www.linkedin.com/groups/3741101

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

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