edocs Strategy and Roadmap

(1)

EMEA, eDOCS Business Manager

Rev 2.0 01102010

eDOCS Strategy and

Roadmap

Iain Jones

(2)

Agenda



An Understanding



Year In Review



DM 5.3 Beta



DM 5.3 Overview



What’s coming in 2011



eDOCS “2012”



eDOCS “2014”

3

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Understanding eDOCS and the Roadmap

Slide 4

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The future for growth…

…eDOCS evolvement, to the ECM Suite & Increased Value

Delivers Higher Value

Proposition of Content

Services to eDOCS

Customers

Enterprise RM

-Compliance; DoD

5015.2, VERS,

MoReq2

Enterprise Archiving

Email Lifecycle

Management

Enterprise 2.0 & 3.0

solutions - Social

Workplace

Web Content

Management

Mobility & Wireless

(5)

Increasing Value on Existing Investment



Collaborative

(Social Workplace or SharePoint solutions can aid collaboration and publishing)



Desktop Imaging



Document Automation



Email Management

(automated filing classification)



Engineering/Drawing Management

(integration with CAD)



Mobility

(wireless solutions for BlackBerry, iPhone, iPad and SmartPhones)



Risk / Compliance Management

6

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Enterprise Library

Enterprise Process Services

User Experience Services

Engagement

Transaction

Lifecycle

Email GroupWare Filers Web Sites ERP ERP Basic ECM Other ECM

Slide 7

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ECM Suite 2010 and eDOCS



Capture Center

(future)



Email Archiving for Exchange



Enterprise Archiving



Enterprise Records

(Q2’2011)



Enterprise Process Services

(formally BPM)



Enterprise Reporting

(formally BI)



Fax Server

(Q2’2011)



Social Workplace & EveryWhere

(Q2’2011)



Web Content Management

8

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Year In Review

Slide 9

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Wireless DMS for eDOCS



Native iPad Application



Similar features to

MicroBrowser



Plus:



Contacts integration



Ability to download, cut and

paste from documents to

other apps



Use off-line

10

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Open Text Email Filing, eDOCS Edition 3.1



Oracle support with DM 5.2



Improved hover text messages on icon in Windows

system tray



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



Performance improvements

11

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eDOCS Integration for MS SharePoint



Support for MS SharePoint Server 2010



Enterprise Archiving & Distribution for

SharePoint (EADS)



Additional repository compatibility Open Text

Content Server, EMC Documentum



Improved integration with Open Text eDOCS DM



Configure “allow blank profile search”



Improved Protocol Handler performance



Synchronize Express



Additional connector support



Greater configuration flexibility



Support for mapping and linking an entire

SharePoint document library

12

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Open Text Archiving for eDOCS



eDOCS DM 5.2.1

integration with the

Archiving feature of the

Enterprise Library

Services



Extends support for

additional storage

technologies to eDOCS

Customers



Intelligent Storage

Management driven by

eDOCS DM Profile

Metadata



Your Choice of Storage

Systems

Amazon

S3

Windows

Azure

13

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eDOCS DM 5.3

14

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Evolving



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

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eDOCS DM 5.3 Beta



Over 100 participants



Over 20 eDOCS

Partners



From multiple industries



Legal



Commercial



Government



Financial



From over 15 countries

around the World

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(17)

Highlights

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Product Rebranding



Rebranding from

Hummingbird to Open

Text eDOCS DM



Updated Documentation



New Installation splash

screens



Configuration Screens



eDOCS DM Webtop



Installation Directories

19

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Updated Platform Support

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eDOCS DM 5.3 Packaging



The eDOCS DM 5.3

software will be a new

ISO image which

includes all the MSI

installation packages



Includes:



eDOCS DM Imaging



eDOCS RM



DM WorkFlow

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eDOCS DM 5.3 Backwards Compatibility

22

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Windows MSI Installer



To the end user they see

a typical dialog for

selecting features



The POWER is behind the

scenes for the DM

administrators



Configure which components

to install



Modify DM registry settings



Add custom registry keys



Rollback support

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What was delivered last quarter?

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Open Text eDOCS Integration for AutoDESK

AutoCAD



AutoCAD Passive Integration



Supported eDOCS DM

Environments



DM 5.1.0.5, 5.2.1, 6.0.5



DM 5.3 (within 30 days of the DM

release)



Supported Autodesk

Applications



AutoCAD 2008,2009,2010,2011



Customers with active

maintenance can exchange

their DM Extension for

AutoCAD Licenses

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Wireless DMS for eDOCS



Version 1.5 Update for the

iPad, iPhone, Blackberry

devices



Profile QBE searching



Supports custom search

fields



Selectable search libraries



View Document history

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DM Library

Email Filing 3.1.5 Exchange Connector

Server location

(Workpath)

DM Server

Email

Filing

Service

Email

Filing

Service

1. Scheduled auto filing occurs.

Service copies emails from

Exchange store to server location

2. Service imports emails into

eDOCS DM with profile and email

thread metadata

A new monitored folder is defined.

Job definition stored to server location

New

Exchange

Connector

New

Exchange

Connector

MS Exchange

Server

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Email Filing 3.2



Scheduled to release mid-Feb



Support for DM 5.3 and Microsoft Office 2010

28

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What’s Coming in 2011?

Slide 29

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eDOCS DM 5.3 Translations



Q1 Calendar 2011



French



Dutch



German



Q2 Calendar 2011



Italian



Spanish



DM 5.3 Translation Kit



Will be made available to

partners in Q1 2011 to

provide additional languages

from the above

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Open Text EPS for eDOCS - update



Open Text Enterprise

Process Services

integration with eDOCS

DM



Supports DM 5.2.1, 5.3



New MSI installation

programs

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Records Management

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Open Text Records Management

Slide 33



Robust physical records

management including storage

management



Unmanaged SharePoint

content?



eDOCS DM content



Content from file systems



Built in Archiving and Intelligent

Storage Management



Integration of the DM Extensions

5.3 with Open Text Records

Management 10



DM users will be able to file and

declare documents as records.

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Microsoft Office 2010 SP1



The Office 2010 SP1 beta is currently scheduled to start

towards the end of calendar 2010



We have applied to be part of the beta program with

eDOCS DM



Microsoft have not yet announced the antipicated

release date

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Wireless DMS for eDOCS



Android Client



Check in as new version



Lock/Unlock support



Frequently used matters

35

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DM Administrator in MMC



Individual releases of the DM Administrator Utilities as

plugins for Microsoft Management Console



This will allow the system administrator to access

Library Maintenance or Database Import from the same

interface, as an example

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ECM Suite 2010 integrations

Slide 37

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Social Media

(integration with eDOCS DM v2.0)



User Profiles and Blogs



Easy-to-use Wikis



Powerful File Sharing



Instant-indexed Social

Search



Rich mobile experience on

iPhone or Blackberry

Slide 38

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RightFax

(v9.4 integration with eDOCS DM – Q2’11)



Automatic and manual methods for capturing incoming

faxes into a document library and also sending directly

from a document library

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Capture Centre

(future – capable through scripts)

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eDOCS “2012”

Slide 41

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eDOCS DM “2012”

42

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Customer Surveys



Visit the Open Text

Knowledge center and

vote for your

enhancements



Polls were available after

Content World and until

December 30



PM are sifting thru this

information now

43

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Multiple Polls



DM User Interface

update?



Cloud support?



Shareable Workspaces?



What are your top 10

product enhancements?

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New Look and Feel



We will be

implementing a

new look and feel

(Screen Capture

is an example

only)



Do you like the

look and feel of

Microsoft Office

2010 Forms?

45

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eDOCS Online



DM 5.x is a Multi Tenant

enabled application



Investigating integration

with Microsoft Office Web

Apps



Has your organization

implemented Outlook

Web Access?



Are you planning on using

hosted services?

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eDOCS DM “2014”

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eDOCS DM “2014”



Windows 8



Searching the Internet for

Office 2014 returns several

rumors and screen captures.



We do not have an official

name, timeline, or feature

list for the Next MS Office

release.



We fully expect there to be

another MS Office release

and are planning a new DM

release accordingly.

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2010 Q1 2010 Q2 2010 Q3 2010 Q4 2010 1H 2011 2H 2011 2012 2014 Future

Legend: Delivered In Progress Proposed

eDOCS DM 5.x

1

St

_{Half 2010}

ECM Suite Advances

 Open Text Archiving for eDOCS

 Open Text Report and Output Manager  Wireless DMS for

eDOCS

 iPad support

 Email Filing 3.1

 eDOCS Integration for SharePoint  SharePoint 2010

2

nd

_{Half 2010}

 eDOCS DM 5.3 Beta  Email Filing 3.1.5  Exchange Connector

Q4 2010

 eDOCS DM 5.3  eDOCS DM 5.3 Translation Kit

 Open Text eDOCS

Integration for AutoDESK Autocad

 Wireless DMS for eDOCS

 Version 1.5 iPad, iPhone, Blackberry

 Email Filing 3.2

Slide 49

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2010 Q1 2010 Q2 2010 Q3 2010 Q4 2010 1H 2011 2H 2011 2012 2014 Future

Legend: Delivered In Progress Proposed

eDOCS DM 5.x

1

st

_{Half 2011}

ECM Suite Advances

 Records Management

 Enterprise Process Services

 Q1 Calendar 2011

 DM 5.3 Translations

French, Dutch, German, Italian, Spanish

 Open Text Records Management Integration with DM 5.3

 Q2 Calendar 2011  DM 5.3 Translations

Italian, Spanish  Open Text Enterprise

Process Services

2

nd

_{Half 10.x}

 Office 2010 SP1 Support  MMC Plugins for DM Administration

2012

 eDOCS DM “2012”  DM Interface update  Feature

2014

 eDOCS DM “2014”  MS Office 20104 (unoffficial name)  Windows 8 Slide 50

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Thank You

52