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Extended ecm for office 365 overview and roadmap
The document provides an overview of the Extended ECM for Office 365 by OpenText, detailing its features, integrations, and the benefits it offers for content management and business processes. It highlights integration capabilities with Microsoft Office 365, SharePoint, and various other business applications, focusing on collaboration, content archiving, and records management. Additionally, it outlines a roadmap for future developments and enhancements in the platform.
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Extended ecm for office 365 overview and roadmap
- 1. Extended ECM for Office365 Product Overview & Roadmap Adrian Studer | April 2018
- 2. OpenText Confidential. ©2018All Rights Reserved. 2 Extended ECM for Salesforce Extended ECM for Microsoft SharePoint Extended ECM for SAP Solutions Extended ECM for Oracle EBS Extended ECM for SAP Success- Factors Extended ECM for Government Extended ECM Business Applications Out of the box integration & Business Object Support Extended ECM for Engineering Extended ECM Product Family – Overview Extended ECM Platform 16.2 Open Business Application API + SDK Web Reports + WR Workflow Extensions CMIS Interface Extended ECM Platform Extensibility to any Business Application (ERP, CRM, HR) UI Integration Widgets Remote Cache & Object Importer Business References Business Application Connectivity Business Object Types Content Suite Platform 16.2 Business Relationships Archiving Document Management Metadata Management Records Management Business Users & Roles Business Workspaces Smart UI & Document Viewing Social File Sync & Share Content Suite Platform Manage complete Content Lifecycle Extended ECM for Office 365
- 3. OpenText Confidential. ©2018All Rights Reserved. 3 Extended ECM Platform Open, Versatile Content Management Platform SALES ORDER WORKSPACE PRODUCT WORKSPACE CUSTOMER WORKSPACE
- 4. OpenText Confidential. ©2018All Rights Reserved. 4 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
- 5. OpenText Confidential. ©2018All Rights Reserved. 5 Extended ECM for Microsoft Office 365 Extended ECM for Microsoft Office 365 Extended ECM Microsoft SharePoint Rich integrations into Microsoft Office 365 Extended ECM Workspaces SharePoint Web Parts RM for SharePoint Content Archiving of SharePoint Content Search Integration Single Sign On Outlook Integration for Workspaces SharePoint Online Integration Search Widget for Office 365 Office 365 Groups Integration Extended ECM Platform Open Business Application API + SDK Web Reports + WR Workflow Extensions CMIS Interface Extended ECM Platform Extensibility to any Business Application (ERP, CRM, HR) UI Integration Widgets Remote Cache & Object Importer Business References Business Application Connectivity Business Object Types Content Suite Platform Business Relationships Archiving Document Management Metadata Management Records Management Business Users & Roles Business Workspaces Smart UI & Document Viewing Social File Sync & Share Content Suite Platform Manage complete Content Lifecycle
- 6. OpenText Confidential. ©2018All Rights Reserved. 6 ▪ Content creation ▪ Collaboration ▪ Communication ▪ Team productivity Office 365 is great for… 6
- 7. OpenText Confidential. ©2018All Rights Reserved. 7 Extended ECM and Office 365 Broadening the Reach of the Business Workspace Content creation and ingestion Content access and collaborationBUSINESS WORKSPACE
- 8. OpenText Confidential. ©2018All Rights Reserved. 8 Extended ECM for Microsoft Office 365 SharePoint enable your Business Processes ▪ Search and access Content Server from SharePoint ▪ Bring ECM content to Office 365 users ▪ Enable collaboration and minimize duplication Collaboration ▪ Archive ERP/CRM and SharePoint in the same place ▪ Incremental archiving ▪ Rule-driven archiving ▪ Permission synchronization ▪ Link management Archiving ▪ Industry leading, DoD 5015.2 and VERS certified ▪ Manual + automatic classification ▪ Search and access to records from Office 365 Records Management ▪ Share content between ERP, CRM and SharePoint ▪ Collaboration between ERP, CRM and Office 365 users ▪ Organize content alongside your business processes Business Workspaces
- 9. OpenText Confidential. ©2017All Rights Reserved. 9 Product Overview OpenText™ Extended ECM for Microsoft Office 365
- 10. OpenText Confidential. ©2018All Rights Reserved. 10 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
- 11. OpenText Confidential. ©2018All Rights Reserved. 11 Extended ECM for Microsoft Office 365 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
- 12. OpenText Confidential. ©2018All Rights Reserved. 12 Extended ECM for Microsoft Office 365 SharePoint enable your Business Processes Up-to-date metadata directly from the ERP or CRM system Related business objects and transactions Access to content relevant to this business object
- 13. OpenText Confidential. ©2018All Rights Reserved. 13 Extended ECM for Microsoft Office 365 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
- 14. OpenText Confidential. ©2018All Rights Reserved. 14 Extended ECM for Microsoft Office 64 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
- 15. OpenText Confidential. ©2018All Rights Reserved. 15 Extended ECM for Microsoft Office 365 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.
- 16. OpenText Confidential. ©2018All Rights Reserved. 16 Extended ECM for Microsoft Office 365 Collaborate with Extended ECM in Office 365 Click arrows to open this group, conversation or calendar in Office 365 Click title to view a calendar entry. Click title to view a conversation thread. Microsoft Office 365 Group is linked to an Extended ECM Workspace which itself can be linked to ERP or CRM customer
- 17. OpenText Confidential. ©2018All Rights Reserved. 17 Extended ECM for Microsoft Office 365 Accelerate Workspace E-Mail Filing in Outlook 2. Select Workspace folder to store the Mail and click save icon 1. Search Workspace by Business Object Type and Type-Ahead Search
- 18. OpenText Confidential. ©2018All Rights Reserved. 18 Extended ECM for Microsoft Office 365 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
- 19. OpenText Confidential. ©2018All Rights Reserved. 19 Extended ECM for Microsoft Office 365 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
- 20. OpenText Confidential. ©2018All Rights Reserved. 20 Extended ECM for Microsoft Office 365 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
- 21. OpenText Confidential. ©2018All Rights Reserved. 21 Extended ECM for Microsoft Office 365 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
- 22. OpenText Confidential. ©2018All Rights Reserved. 22 Extended ECM for Microsoft Office 365 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
- 23. OpenText Confidential. ©2017All Rights Reserved. 25 Roadmap
- 24. OpenText Confidential. ©2018All Rights Reserved. 26 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 • Office 365 collaboration centered around business processes BUSINESS WORKSPACE
- 25. OpenText Confidential. ©2018All Rights Reserved. 27 Extended ECM for Microsoft Office 365 16.2.4 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
- 26. OpenText Confidential. ©2018All Rights Reserved. 28 Extended ECM for Microsoft Office 365 16.2.4 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
- 27. OpenText Confidential. ©2018All Rights Reserved. 29 Extended ECM for Microsoft Office 365 16.2.4 SharePoint Cloud Archiving • Archiving for Office 365 without requirement of a dedicated SharePoint Server • Minimal footprint, easy to install and update, integrated with OpenText Directory Services (OTDS) • Supports all existing functionality for archiving SharePoint Online and OneDrive • Full support of CS 16.2.x REST APIs • Basis for future tie-in with Microsoft Groups, Microsoft Teams and SharePoint Online Archiving Office 365 Tenant SharePoint sites OneDrive for Business Extended ECM Platform Records Management Archive Server Office 365 Integration Service Archiving Process Configuration Reporting
- 28. OpenText Confidential. ©2018All Rights Reserved. 30 Archiving for Office 365 and remote SharePoint farms Before 16.2.4 Office 365 Tenant SharePoint sites OneDrive for Business Content Server Platform Records Management Archive Server SharePoint 2013 Farm SharePoint sites SharePoint 2016 Farm SharePoint sites SharePoint 2013 / 2016 application host Archiving Process Configuration Reporting outbound connection retrieving data from SharePoint outbound connection retrieving data from Office 365 outbound connection storing data into Content Server
- 29. OpenText Confidential. ©2018All Rights Reserved. 31 Archiving for Office 365 and remote SharePoint farms With 16.2.4 and newer Office 365 Tenant SharePoint sites OneDrive for Business Content Server Platform Records Management Archive Server SharePoint 2013 Farm SharePoint sites SharePoint 2016 Farm SharePoint sites Office 365 Integration Service Archiving Process Configuration Reporting outbound connection retrieving data from SharePoint outbound connection retrieving data from Office 365 outbound connection storing data into Content Server OTDS Authentication redirecting to OTDS for authentication
- 30. OpenText Confidential. ©2018All Rights Reserved. 32 Archiving for Office 365 and remote SharePoint farms With 16.2.4 and newer
- 31. OpenText Confidential. ©2018All Rights Reserved. 33 Extended ECM for Office 365 16.2.x (2018) 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 LAB PREVIEW
- 32. OpenText Confidential. ©2018All Rights Reserved. 34 Extended ECM for Office 365 16.2.x (2018) Seamless Integration with Microsoft Office 365 Teams Microsoft Team LAB PREVIEW Open Microsoft Team connected to workspace
- 33. OpenText Confidential. ©2018All Rights Reserved. 35 Extended ECM for Office 365 16.2.x (2018) Seamless Integration with Microsoft Office 365 Teams LAB PREVIEW Access Business Workspace from Team UI
- 34. OpenText Confidential. ©2018All Rights Reserved. 36 Extended ECM for Office 365 16.2.x (2018) Seamless Integration with Microsoft Office 365 Teams LAB PREVIEW Integrated Extended ECM Business Workspace – Can be full Smart UI Perspective or just Folder Browse View
- 35. OpenText Confidential. ©2018All Rights Reserved. 37 Extended ECM for Office 365 16.2.x (2018) Seamless Integration with Microsoft Office 365 Teams Office 365 Upload LAB PREVIEW Choose from recent files, files in connected Team, or personal OneDrive Select files to add to this business workspace Add files from Office 365
- 36. OpenText Confidential. ©2018All Rights Reserved. 38 What we have delivered What we plan for the future* Product Roadmap and Directions – Key Themes and Capabilities What we are working on * Not part of formal product roadmap yet Extended ECM for Office 365 Collaborate around Workspaces New Microsoft Outlook® add-in to find business workspaces and store emails in them. Connect business workspaces with Office 365 Groups and use new widgets to surface conversations and calendar within Extended ECM. Automatically create Office 365 Groups for new business workspaces. Interact efficiently – Modern user Experience Easy to use, configure and update web parts that integrate seamlessly with the latest Office 365 user experience. New search web part lets SharePoint users find Extended ECM documents from within Office 365. Deploy rapidly – Cloud Support Support for more authentication and single-sign-on scenarios with Office 365. Extended ECM for Microsoft SharePoint, Cloud Edition. Collaborate around Workspaces Suggest relevant business workspaces in Microsoft Outlook® add-in based on where emails from the same sender were filed. Suggest relevant business workspaces in Microsoft Outlook® add-in with configurable rules, for example based on a case number in the email subject. Automatic creation of Office 365 Groups integrated with Extended ECM scheduled task framework. Interact efficiently – Modern user Experience Quarterly updates of add-ins for SharePoint and SharePoint Online to leverage latest developments in Extended ECM and Office 365. Cloud Support Self-contained integration service to configure, manage and run automated archiving for SharePoint Online without dependency on on-prem SharePoint. Integration of Extended ECM business workspaces with Microsoft Teams, including connecting Teams to workspaces, automated creation of Teams and surfacing Team content into workspaces Further enhance suggestion of relevant business workspaces in Outlook add-in Separating attachments when saving email with Outlook add-in Revamped manual archiving of documents in SharePoint Online for better user experience, more functionality, and easier configuration and deployment Version 16.2, Updates 2017 Version 16.2.4 – March 2018 Updates 2018
- 37. OpenText Confidential. ©2017All Rights Reserved. 39 Resources
- 38. OpenText Confidential. ©2018All Rights Reserved. 40 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 OpenText as a global archiving and records management platform (GARM) for SAP® and Sharepoint®. Efficiency and Compliance in Aftersales The linkage of all documentation (from sales, engineering, quality assurance, etc.) in one file provides a complete and compliant 360° view of the customer’s and engine’s history. The solution reduces cycle time in customer correspondence, saves costs, and results in competitive advantage for the services business. Standardize Operations worldwide Corporate records management guidelines are harmonized worldwide based on OpenText Records Management. The seamless integration of the OpenText Solution simplifies information access and accelerates business processes at MAN Diesel & Turbo. Achim Wilke Solution Architect MAN Diesel & Turbo Global Operations Reduce Cycle Time Governance, Risk & Compliance Integration Digital Workplace
- 39. OpenText Confidential. ©2018All Rights Reserved. 41 Resources
- 40. OpenText Confidential. ©2018All Rights Reserved. 42 opentext.com twitter.com/opentext facebook.com/opentext linkedin.com/company/opentext Thank you