What's new in EP5 for the OpenText Ecosystem

What’s new in EP5 for the
OpenText Ecosystem
SAP, Oracle, Microsoft, Salesforce
Jonathan Beardsley | Program Manager | Oct 2018

OpenText Confidential. ©2018 All Rights Reserved. 2
The Ecosystem solutions the Intelligent and
Connected Enterprise with leading applications

OpenText Ecosystem

The following capabilities cascade into all the Extended
ECM application versions
What’s new in EP5 – Extended ECM Applications

Access Business Workspaces via Content Server Mobile
• Many business users
require mobile access
to content to support
their day to day
activities.
• Mobile access to
documentation and
workspaces is now
provided with a feature
rich application.
• Users can access
content and
workspaces via QR
code or browse and
capture imagery and
video direct from their
devices.

OpenText Ecosystem

Accelerate Extended ECM Rollouts—20x Faster
• Benefit from new
workspace bulk
creation framework
and accelerate
business workspaces
creation
• Up to 20 times faster
creation of business
workspaces
• Speed up initial loads
and bulk imports of
workspaces for new
Extended ECM
customers
0
20
40
Created
Workspace per
Second
16.2.4 16.2.6
Performance Lab Study

Business Attachments – work more efficiently
• Business attachment
is powerful concept for
linking one document
to many business
objects
• An individual
document can now be
linked within the
business workspace
• This supports re-use
of documents across
workspaces.

Snapshots – important tool for compliance
• A snapshot is an
image of attachments
in a workspace at a
time of creation
• Snapshots point to the
document version at
the time the snapshot
was created
• The snapshot
document version
cannot be deleted and
is therefore a key
feature to ensure
compliance

OpenText Ecosystem

Intelligent Automation–Placing control in the hands of business owners
• Many processes require
manual interaction to
complete common tasks
like employee letter
generation, update
workspace statuses
• The Event Action center
allows business users to
use a wizard like
interface to generate
automation events.
• Combine events with
business and data-based
rules to generate
documents, update
workspace’s or start
workflows

Integration in SuccessFactors
• Employee self service
is a key requirement
to support HR
transformation
therefore reducing the
burden on HR staff for
day to day queries.
• All document
generation capabilities
are now available in
the lead application
interfaces –
SuccessFactors
allowing employees to
create and answer
their own common
queries.

• A large amount of HR
processes require some
form of document
generation.
• Document Self Service
widget has been
enhanced by document
generation capability as
well as the browse
existing document.
• New documents that are
generated are
automatically stored in
the employee workspace
correctly for compliance
purposes
Document Self Service

Configure document types and SuccessFactors Roles
• Security and access
control is a key
requirement when
dealing with sensitive
employee data, both
for staff (e.g. perm
and temp access
controls) and for HR
users.
• Security can now be
set for each document
type per
SuccessFactors role,
with total granularity.

OpenText Ecosystem

Integration with Microsoft Teams
• Microsoft Teams and
Office 365 are the
standard for Content
creation and the
Digital Workplace but
lack true document
management and
records management
capabilities.
• Extended ECM for
Office 365 now
integrates directly into
the Microsoft Teams
user interfaces
providing full content
lifecycle management

Integrated business workspaces
• Not only is the document
structure integrated into
Teams, but as more and
more organizations are
using the Business
Workspace approach,
these can also be
accessed via the teams
interface.
• This can join up the
unstructured content
world with structure and
data from other lead
applications such as
SAP ERP, S/HANA,
Salesforce and SAP
SuccessFactors

Integration with Microsoft Teams
• When working in a
business workspace
in Extended ECM,
users can add
documents directly
from Office 365
including recently
accessed, documents
in team spaces and
One Drive.

A new arrival to the
Extended ECM Family
Welcome to Extended
ECM for Microsoft
Dynamics Customer
Engagement, by
Contesto.

Extended ECM for Microsoft Dynamics Customer Engagement, by Contesto
• Customers, Prospect, Sales
and Support documentation
all contain key knowledge for
those organizations and this
needs to be made centrally
available to all stakeholders
• This will Improve customer
engagement by surfacing
OpenText Business
Workspace content in the
Microsoft Dynamics 365 UI
and supporting capabilities
include drag and drop, edit,
and filter content and search.
• Securely manage the
lifecycle of Microsoft
Dynamics 365 content by
applying roles and
authorization from Microsoft
Dynamics 365 to content
hierarchies

OpenText Ecosystem
SAP Ecosystem Applications

A new arrival to the
Ecosystem for SAP
Welcome to
Information Extraction
Service – a new
capture solution

Information Extraction Service
• Single Intelligent Capture
application for SAP
Business Center and
Invoice Processing
• Provide intelligent capture
service for SAP solutions
• Patent pending machine
learning algorithms deliver
fast results
• Learning feedback includes
data from final posting
• Learning data stored in
SAP
• Simple configuration
directly in SAP
• Simple configuration directly in SAP

Learn information extraction from any format
• Pre-configured document
types
• Layout independent
recognition
• Layout dependent
recognition
• Consistency checks
• Table autocompletion for
complex table structures

Combine machine learning with our content knowledge
• Extend 30+ years of
experience by machine
learning
• Includes the detailed
knowledge base for 35
countries
• Invoice specific field types
and optimizations
• Learning data stored in
SAP
• Simple configuration
directly in SAP

OpenText Ecosystem
SAP Ecosystem Applications

Interact with Business Partner During Processing
• Send e-mail without
leaving processing
screen
• Defaults e-mail
address to details on
partner master
• Customizable e-mail
subject and body
• Option to attach
incoming document
• E-mail action recorded
in audit trail
• Supports SAP Fiori
and SAP GUI user
interfaces

Split Incoming Document into multiple Processes
• Automatically split
incoming document
into multiple processes
• Create multiple SAP
business objects from
one document
• Flexible and
configurable split
criteria, based on
captured or derived
values
• Supports SAP Fiori
and SAP GUI user
interfaces

OpenText Ecosystem
Vendor Invoice Management for SAP Solutions

Improve automation, usability and compliance
• New SAP Fiori® Apps for
bulk approval and
processed invoices
• Simple, e-mail based
approval
• Capability to delete/erase
user and vendor details
from the chart of authority,
VIM Analytics and
supplier self-service

OpenText Ecosystem
Digital Asset Management for SAP Solutions

Accelerate asset import and metadata association.
• New UI
enhancements such
as recently visited
folders and suggested
assets based on
metadata
associations.
• Faster bulk metadata
association when
importing new
products to C/4HANA
• Faster Cloud
deployment by
adopting
containerization

jbeardsl@opentext.com
@jon_beardsley

What's new in EP5 for the OpenText Ecosystem

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