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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

(3)

Understanding eDOCS and the Roadmap

Slide 4

(4)

The future for growth…

…eDOCS evolvement, to the ECM Suite & Increased Value

Copyright © 2010 Open Text Corporation. All rights reserved. Slide 5

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

(6)

Enterprise Library

Enterprise Process Services

User Experience Services

Engagement

Transaction

Lifecycle

Email GroupWare Filers Web Sites ERP ERP Basic ECM Other ECM

Slide 7

(7)

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

(8)

Year In Review

Slide 9

(9)

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

(10)

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

(11)

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

(12)

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

(13)

eDOCS DM 5.3

14

(14)

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

Copyright © Open Text Corporation 2010. All rights reserved. Slide 15

(15)

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

16

(16)
(17)

Highlights

18

(18)

Product Rebranding

Rebranding from

Hummingbird to Open

Text eDOCS DM

Updated Documentation

New Installation splash

screens

Configuration Screens

eDOCS DM Webtop

Installation Directories

19

(19)

Updated Platform Support

20

(20)

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

21

(21)

eDOCS DM 5.3 Backwards Compatibility

22

(22)

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

23

(23)

What was delivered last quarter?

Copyright © 2010 Open Text Corporation. All rights reserved. Expires March 31,

(24)

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

25

(25)

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

26

(26)

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

27

(27)

Email Filing 3.2

Scheduled to release mid-Feb

Support for DM 5.3 and Microsoft Office 2010

28

(28)

What’s Coming in 2011?

Slide 29

(29)

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

30

(30)

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

31

(31)

Records Management

(32)

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.

(33)

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

34

(34)

Wireless DMS for eDOCS

Android Client

Check in as new version

Lock/Unlock support

Frequently used matters

35

(35)

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

36

(36)

ECM Suite 2010 integrations

Slide 37

(37)

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

(38)

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

(39)

Capture Centre

(future – capable through scripts)

40

(40)

eDOCS “2012”

Slide 41

(41)

eDOCS DM “2012”

42

(42)

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

(43)

Multiple Polls

DM User Interface

update?

Cloud support?

Shareable Workspaces?

What are your top 10

product enhancements?

44

(44)

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

(45)

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?

46

(46)

eDOCS DM “2014”

47

(47)

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.

48

(48)

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

(49)

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

(50)

51

(51)

Thank You

52

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