Whats new in ep3

What’s new in Ep3
Featured Innovations and Highlights
Jonathan Beardsley, Ecosystem Program Manager

OpenText Confidential. ©2017 All Rights Reserved. 2
OpenText Delivers Key Innovations for SAP
Certified for SAP S/4HANA
Cloud & On Premise
Powered by SAP HANA
SAP Fiori® & Smart UI enabled
SAP Hybris Sales Cloud (C4C)
SAP SuccessFactors
SuccessFactorsSAP Fiori® Extended ECM Smart UI

OpenText: Our Platform is HANA and S/4HANA
Doc. Access, Invoice Mgt., Business
Center, Extended ECM, Document
Presentment, Digital Asset Management
6
Products have native
Fiori User Experience
Complete SAP
OpenText ECM portfolio
proven and tested to work
with S/4HANA
100%
qualified for
SAP S/4HANA
• Unified Platform for information-
fueled business processes
• Cloud & On-Premise
• End-to-End Fiori® and Mobile-ready
• Integrated with SAP Cloud Platform
• Powerful Content Management Services
Archiving, Doc. Access,
Invoice Mgt., Business Center, Extended
ECM, Document Presentment; Digital
Asset Management
10
Products powered
by SAP HANA

OpenText Suite for SAP
Information processing Information Management Information Delivery
Digital Asset Management
Cloud | On Premise | S/4HANA Supported
OpenText Confidential. ©2017 All Rights Reserved.
Information governance Archive Center
Business Center
SAP S/4HANA | SAP Ariba Solutions | SAP Hybris Solutions | SAP SuccessFactors Solutions | Microsoft
Document Presentment
Extended ECM for SAP,
SuccessFactors, SharePoint,
Government, Engineering
Vendor Invoice Management
Document Access

OpenText Suite for SAP 16.3 Key Releases
• Vendor Invoice Management
• Business Center
• xECM for Government
• xECM for Engineering
• 16.2.x recaps for all other products

OpenText Confidential. ©2017 All Rights Reserved. 6OpenText Confidential. ©2017 All Rights Reserved. 6
Vendor Invoice Management &
Business Center
Automate and Digitize Inbound Information Flows

• End of maintenance April 2021
• New release VIM or extension of 7.5
• Lifetime to support SAP ERP until 2025
SAP S/4HANA VIM 16.3
• Classic mode – similar to VIM 7.5
• Simple mode – Fiori end-to-end
VIM Strategy and Future Direction
Invoice Management and Invoice Processing in SAP
SAP S/4HANA
Cloud
S4Cip
SAP S/4HANA Cloud for invoice
processing by OpenText
• Co-development with SAP
• Included in SAP S/4HANA Cloud
• Released July 2017

SAP S/4HANA Cloud for invoice processing by OpenText
Move Your Account Payable into the Cloud
• Available from July 2017 on a
subscription price model.
• Cloud-first, SAP-centric invoice
automation solution
• Add-in to SAP S/4HANA Cloud
• Integrated with S/4HANA Finance
and S/4HANA Logistics
• Integrated with Manage Supplier
Invoice Fiori® App
• OCR cloud service to extract and
validate data and feed into S/4HANA
Business Rules
Evaluated by Invoice
Management

• End of maintenance April 2021
• New release VIM or extension of 7.5
• Lifetime to support SAP ERP until 2025
SAP S/4HANA VIM 16.3
• Classic mode – similar to VIM 7.5
• Simple mode – Fiori end-to-end
VIM Strategy and Future Direction
Invoice Management and Invoice Processing in SAP
SAP S/4HANA
Cloud
S4Cip
SAP S/4HANA Cloud for invoice
processing by OpenText
• Co-development with SAP
• Included in SAP S/4HANA Cloud
• Released July 2017

Vendor Invoice Management 16.3
New VIM Fiori App “Manage Invoices”
Applied Filters
Add Multiple Filters

Seamless Integration with SAP’s Supplier Invoice App
Select Invoice in OpenText
“Manage Invoices”
Status & Data Updates
Semantic Navigation to SAP
Fiori SAP “Supplier Invoice”
Use Supplier Invoice App as
index screen for VIM (Invoice
Draft is the Data Container)

Seamless Integration with SAP’s Supplier Fact Sheet
Semantic Navigation to
SAP supplier fact sheet
Select Supplier in OpenText
Fiori App “Manage Invoices”

Efficiently Process Exceptions in SAP Fiori
Problems detected by
business rules can be
reviewed and confirmed

Browse SAP Finance & Procurement Objects
with associated Content in SAP Fiori

Vendor Invoice Management + Business Center 16.3
Smart Data Entry in SAP Fiori®
Click on Document
fields to auto-
populate SAP dataClick on data field
to see where this
data comes from
on the document

Business Center for SAP Solutions 16.3
Using SAP Fiori® End-to-End

Extended ECM for
Government
Information-fuel your Government Processes

Extended ECM for Government 16.3
Role-based Landing Page
Personal + Proxy
Assignments
Organizational
File plan

eFiles – The Public Sector Workspaces
Select Org Unit –
file reference is
automatically created eFile Workspace

eCases – The Public Sector Case Management
Flexible Metadata for
eCases eCase Workspace
(inside eFile)

Flexible Assignment of eFiles, eCases & Documents

Universal Inbox for Government Case Workers

Extended ECM for
Engineering
Information-fuel your Engineering Processes

Extended ECM for Engineering 16.3
Role-based Engineering Landing Page

Role-based Engineering Landing Page

Workspace for Projects and other Engineering Objects

Automatic Processing of Complex Activities

Powerful search Supporting Engineering Tasks
List of work items –
quickly take the
necessary actions,
like requesting a
revision or
submitting a
transmittal

Digital Asset Management
Media Enrich your Processes to deliver superior customer
experience

Digital Asset Management for SAP Solutions 16.2.1
Support new SAP Hybris Product Cockpit

Document Presentment
Real-time, omni-channel, personalized Communication with your
Business Partners

Document Presentment 16.2.1 (October 2017)
• Leveraging Exstream 16.2 Backend
• New / Additional Document Rendering Capabilities (Power Docs)
• New / Additional Interactive Document Editing (MS Word based editor)
• S/4 HANA 1610 Support
• Standardized Document Generation Package for SAP SuccessFactors
• New Data Interface to SuccessFactors (Gates Technology of Exstream 16.2)
• Pre-Configurations for SFSF Employee and Applicant objects
• Event Handing to automate calling of Document Presentment from SuccessFactors

Extended ECM Platform
Versatile and Open Platform for
Business Content Management

Extended ECM Platform 16.2.1
Smart UI – Full Extended ECM Support
Add Business
Object to
Attachment
Business
Attachment
Widget

Cloud Readiness – Separate System & Business Admin
Extended ECM will have
its own Business
Administration Area
Extended ECM Settings
can easily be transported
between systems

Extended ECM now supports Workspace Hierarchies
Vendor Template with
configured child
workspace types
Sub Workspaces can be
added via „Add item“
menu
Vendor workspace with
child workspaces for
audits and contracts

Workspace Roles can be mapped in Hierarchies
Role Mapping
Vendor Team
Contract team.
Members assigned
automatically due to
mapping
Inherited Roles

Start Workflow from Document (Configuration)
Filter on item type
(mandatory)
Extension point for
other modules
Filter on categories
and attributes
(optional)
Filter on
classifications
(optional)

Start Workflow from Document (in Smart UI)
Quick action to start
workflow, available
based on rules
Smart View Form
configured for Start Step
Document automatically
attached using Shortcut
Optional workflow selection,
only shown if multiple
workflow filters match

Start Workflow with multiple items
Action only shown for matching
filters of all documents in case of
multi-select
All selected items are
attached as shortcuts

Scheduled Processing of Workspace Updates (Bulk)
• Suspend, resume and cancel scheduled processes
Cancel or suspend
running jobs
Cancel or resume
suspended jobs
Maintain license level on user level Available in list mode

Extended ECM for SAP /
Archiving and Document
Access
Information-fuel SAP Business Applications

Extended ECM for SAP Solutions 16.2
Extended ECM fully supports SAP S/4HANA
• Running on SAP HANA® Database
• Designed for on-prem and cloud
• Integrate content in SAP Fiori Apps
• Premium Qualified for
SAP S/4HANA
• Integrated with SAP HANA Cloud
Platform
• Integrated in SAP DMS, Mobile
Documents, and HANA Search*

• BOB is a SAP Fiori® app by
OpenText
• BOB provides access to content in
the context of SAP business
objects while browsing the SAP
relationships of business objects
• It is available and licensed with
• Document Access for SAP and Archive
Center for SAP for access to ArchiveLink
documents
• Extended ECM for SAP for browsing
Extended ECM Workspaces
Extended ECM & Document Access for SAP Solutions 16.2
The Art of Business Object Browsing (BOB)
Extended ECM
Workspaces
Archived
Documents in
Document Access
or Archive Center

Extended ECM & Document Access for SAP Solutions 16.2
Work with Extended ECM in SAP Fiori®
Browse Between
Business Objects
Extended ECM
Workspace embedded
in Fiori® App

Extended ECM Platform 16.2.x
Extended Support for Smart UI in SAP GUI
Themes specific for each UI
integration (SAP Fiori, SAP ERP, SAP
Hybris C4C, SAP CRM, SAP SRM)

CMIS
Data Integration
Event Integration
Fiori UI Integration
SAP Document
Center
Future
Extended ECM for SAP 16.2
Cloud Integration with SAP Document Center
SAP Cloud Platform*
* Formerly known as HANA Cloud Platform (HCP)
Extended ECM for SAP
Cloud
Content
Bridge
On
Premise
Available
BUSINESS
WORKSPACE

Browse Extended ECM with SAP Document Center

Support of SAP Hybris C4C Ticket Business Object
C4C Ticket (Service Request)
Business Object with embedded
Extended ECM Business Workspace

Extended ECM for
SAP SuccessFactors
Information-fuel your HR Processes

16.2.1 16.2.2 16.2.3 16.2.4
March,2017 March.2018
Jun. Update Sep. Update Dec. Update Mar. Update
Pat162000121
Extended ECM for SAP SuccessFactors 16.2.x
Delivery and Support Plan

Extended ECM for SAP SuccessFactors 16.2.1
RBP Permission Synchronization optimization
Data Extraction Process Performance Improvement
• Optimize the performance of the data extraction
process: replace Ad-Hoc Report with new
SuccessFactors HCM dynamicGroup OdataAPI.
• Provide batch mode to retrieve data from
SuccessFactors
• Execution time reduced from 80 mins to 20 mins (~)
during full set of data extraction process (No. Records:
189k)
Data Extraction Process Robustness Improvement
• Better error handling of invalid username length caused
by Global Assignment
• Normalization of group names: Handling of
SuccessFactors groups which contain special
characters, leading/trailing space

• Use Workspace Picker in the
document assignment windows
instead of user picker.
• Problem with user picker: not all content
server users will have corresponding
workspaces in Extended ECM
• Provide new configuration option to
skip HR review for onboarding
specific document types
• Employee is able to upload certain
document types without involve HR
reviewing it (asked by PepsiCo)
Document Onboarding Improvement
Workspace Picker

Product Improvements
• Improved Duration Management: when outdated document has been
uploaded by employee, complete active follow ups automatically.
• Simplified configuration for selecting SuccessFactors properties in the
business object type definition
• Provide default open transaction URL which points to SuccessFactors
Employee Profile/People Profile
Pointing to
SuccessFactors’
People Profile

SuccessFactors Document Management CMIS
• Extended ECM as standard SuccessFactors Document Repository
• SuccessFactors admin can configure Extended ECM as document repository
• Extended ECM can configure SuccessFactors as external CMIS client
• Compatibility and Onboarding of new Customers
• CMIS Implementation is compatible with pre-imported HR workspace configurations
(Business Object Type, Workspace type, Workspace Location etc.)
• Support of New Customers, who setup a Extended ECM system from scratch and connect
to a existing SuccessFactors tenant
• Synchronization
• When documents are uploaded, modified or deleted in SuccessFactors, they are reflected
immediately in corresponding workspaces in Extended ECM.

• Integrates into SuccessFactors
Page for Employees or in Smart UI
perspectives of Extended ECM
• Alerts all non-compliant documents
• Missing documents
• Outdated documents
• Documents in review process
• Supports Drag & Drop
• Includes Document Generation
Functions
New Employee Document Self Service Widget

Filtering options
Support for
Drag & Drop
New Document Self
Service shows missing
and outdated documents

New Employee Document
Self Service Widget in
SuccessFactors’s Home page

Separation of Business and System Administration
• Move Extended ECM for SuccessFactors Administration settings into the
new Extended ECM Platform Administration Volume
• Configure HR Functional Rights
• Configure Membership Synchronization from SAP SuccessFactor
Extended ECM Platform:
SuccessFactors specific
Administration settings

Improve Workspace Creation and Update Process
• Integrate into Extended ECM Platform Batch Framework: “Scheduled
Processing” and Improve the Batch Framework
• Benefit: leverage the framework’s capability: Multi-threading support, suspend/resume jobs,
simple error queue and monitoring capability
Extended ECM SuccessFactors V16.2 bulk employee workspace creation report Extended ECM Platform Scheduled Processing

• Rapid Deployment: Scenario Guide
• Describe installation, customization of pre-delivered HR scenarios step by step
• Include also installation, customization settings of Document Generation (PowerDocs) setup
• Extended ECM Platform: Support to release cloud deployment
Infrastructure Guide
• Extended ECM Platform: Platform Workspace header: Including queued
status, showing workspace type description and provide configuration entry
in perspective manager to display activity instead of workspace metadata.
• Extended ECM Platform: Support transporting the document validation
rules configured in the workspace template

SuccessFactors Document Management CMIS (2)
• Support of SAP SuccessFactors Recruiting Module as document repository:
store recruiting related documents (e.g. Job Offer, Job Application etc.) in the
corresponding workspaces and link the workspaces accordingly.
• Support synchronization of additional document properties from
SuccessFactors to allow for Document Validation
• Support of SuccessFactors native document uploaded in Employee Center
Workflow (e.g. Termination, HR Service Center, Reward and Recognition etc.)

• RBP Permission Synchronization optimization
• Leverage Extended ECM Platform Batch Framework to enhance performance / throughput
of permissions synchronization between SuccessFactors and Extended ECM Workspaces
• Permission Propagation to Extended ECM Workspace instances can be triggered by
SuccessFactors Attribute Changes
• Separation of Business and System Administration (2)
• Move further SuccessFactors Administration settings into Extended ECM Platform Volume
• Configure Module Specific Settings
• Global Template Configuration
• Employee Document Self Service (2)
• Provide self-services for employees and managers to generate personalized documents
(e.g. employment letter) using information managed in SuccessFactors

Extended ECM for
Microsoft SharePoint
Connecting Personal Productivity and Process Productivity

• 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
Extended ECM for Microsoft SharePoint
Seamlessly Work with ECM in SharePoint

Extended ECM for SharePoint 16.2.1 (June Update)
Outlook Add-in: User Experience and Platform Support
• Refine user experience
• Support for Outlook Web Access (browser) and Outlook for Mac
• Verify and document support for common SSO scenarios
• Automatic login into Extended ECM
• SSO of Office 365 when OTDS properly connected with ADFS
• Improve support for large email attachments
• Overcome size limit of 10-20 MB

Extended ECM for SharePoint 16.2.2 (September Update)
Outlook Add-in: Smart Target Folder Selection
• Configurable target folder to store emails
• User selectable, first email folder in workspace or specific folder name
• Globally or per workspace type
• Suggested workspaces for a given email
• Intelligence to suggest workspaces
• Configurable rules:
• Email property + regexp determine that the rule applies
• Rule defines: Workspace type, regexp to extract search term for workspace name à run search in background
to get list of workspaces
• Basic hard-coded rules:
• E.g. keep track of where emails of a certain sender were last filed

Extended Office 365 Groups and SharePoint Sites
• Automate group and SharePoint site
creation (basic)
• Create groups or SharePoint site for new
Extended ECM workspaces
• Automatically add Extended ECM artefact
to SharePoint site
• Quick Link for opening workspace
• Web part surfacing workspace content (may be
after Sept Update)
• Configured per workspace type
• Limited configuration options (choose
group or site, select template), more
advanced templating for EP4

Workspace Links and Enhanced Groups Widgets
• Lead O365 users to Extended ECM workspaces
• Notification in conversation when connecting workspace
• Name, description and icon of workspace, link to open
workspace
• Extend functionality of Groups widgets
• Add links to Conversation, Calendar, OneNote to Group Info
widget
• Add links to OneNote notebook sections to OneNote widget
• Improve performance of Conversation widget

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