Livelink ECM edocs Suite Roadmap

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Livelink ECM – eDOCS Suite Roadmap

Wednesday October 24th_,2007

Larry Roy Director, Product Management eDOCS Suite

Open Text Corporation

John Lee Director, Product Management Legal Solutions Open Text Corporation

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Agenda

Year in Review

What is DM X?

Product Roadmap for Calendar 2007

Product Roadmap for Calendar 2008

Other Sessions of Interest

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Year In Review

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The Last 11 Months

Acquisition finalized October, 2006

‘CEO HIT’ Team formed in January 2007

DM X

Project

Outlined in February 2007

Product Updates provided

- DM 5 and 6 - Collaboration - Enterprise Webtop - Enterprise Documents - Enterprise Workflow - SearchServer Slide 5

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The Last 11 Months

Open Text MidMarket LOB formed July, 2007 Focused on:

- Organizations under $1 billion in revenues

ALL PRODUCTS

- eDOCS existing customers

- eDOCS future customers

Livelink ECM – eDOCS RM 6, September, 2007

- Open Text Obtains U.S. Department of Defense (DoD) Certification

for eDOCS Records Management

- Certification Reaffirms Continued Commitment to eDOCS

Customers and Their Investments in Certified Records Management Capabilities

- http://www.opentext.com/news/pr.html?id=1925

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eDOCS DM 5.2

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What is eDOCS DM 5.2?

- The eDOCS DM 5.1.0.5 Service Release 7 (SR7) has been

re-labelled to DM 5.2

Why is DM 5.1.0.5 SR7 now called DM 5.2?

- The tremendous feedback from Preview customers along with the

considerable enhancements and new functionality has warranted another step forward in the product’s roadmap

- We did not want customers to think it was a minor service release

- Proper planning and testing should be done as part of your

upgrade process

When will it be available?

- The DM 5.2 release is scheduled for November 16th_{, 2007}

How do I get access to it?

- Similar to previous Service Releases, the DM 5.2 version will be

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How do I install it?

- The setup program will perform the upgrade to your existing DM 5.1.0.5 installations

Is this still installable as a service release?

- Yes, DM 5.2 can be installed on DM 5105 SR1 or greater - The previous DM Server components will not need to be

uninstalled prior to installing DM 5.2.

- DM 5.2 extensions can be upgraded from a previous version or as a new installation on client workstations

What about features from a previous Service Release?

- New features and bug fixes from previous service releases in the DM 5.1.0.5 product line have been rolled up into 5.2

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Why should I upgrade to DM 5.2?

- This release provides the solid baseline for future integrations of Open Text Technologies

Enterprise Connect Integration

Enterprise Library Services as announced as part of the project codenamed DM X

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eDOCS DM 5.2 - Updated Platforms

New Integrated Applications - Microsoft Office 2007 - Adobe Acrobat 8 - AutoCAD 2006, 2007 - Corel Presentations 12.0 and X3

- Corel Quattro Pro 12.0 and X3 - Corel WordPerfect 12.0 and X3 - WorkShare Professional 4.x Email Applications - Novell GroupWise 7 - Lotus Notes Mail 7

- Microsoft Outlook 2007

Clients

- Microsoft Windows Vista

DM Indexer

- Indexer file format

updates to coincide with the updated office suite support

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Office 2007 Integration

Introducing the DM Ribbon

Allows for quick interaction with DM from a

convenient tab

It is available in Word, Excel and PowerPoint

No MS Office 2007 ODMA integration

New Document Information feature provides

profile details, where used, related, and

version information from within authoring

application

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DM Extension for Lotus Notes

DM Node in Lotus Notes

Tree View

Drag & Drop from Notes

E-mail folders to DM folders

Save Options

- Save message body - Save attachments - Save attachments

separately

Save attachments as

new version of existing document.

Duplicate email check

Support for Lotus Notes

6.5 and 7

E-mail is saved in Lotus

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DM Dynamic Views

Support for Multiple Views per library

Server based configuration Delegated Subscription

model

- Users can subscribe to a

view

- Users can subscribe other

users

Drag and Drop to a Dynamic View node

- Metadata is inherited

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DM X Project DM X Project

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What is DM X???

DM X is a development project; it is

not

a

new version of the DM platform

DM X is being delivered in multiple phases:

- Integration with Enterprise Connect (Formerly known as the Next Generation Desktop (NGD)

- Integration of eDOCS with Enterprise Library Services

The DM X project will provide eDOCS

customers a modular approach to leveraging

additional Open Text technologies in their

DM environments

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Enterprise Connect

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What is Enterprise Connect?

Enterprise Connect Framework Enterprise Connect Plug-ins Software Development Kit

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A framework, which allows plugins to display content through the Microsoft user Environment. Operates in Windows XP/Vista Supports Office/Outlook versions 2003 and 2007 Installable as an MSI package for rapid

deployment using SMS, Active Directory or other system administration tools.

Enterprise Connect Framework

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Plugins enable the

framework to display and manipulate content from any repository or

application.

Version 1 launch will include plugins for:

- eDOCS DM 5.2

- eDOCS DM 6.0.4

- Livelink 9.7.1

Plugins may be released on their own schedules, developed by partners or integrators or released as the market requires them.

Enterprise Connect Plug-ins

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Enterprise Connect Software Development Kit

SDK includes extensive documentation and API references.

Sample plugins and example code.

OMNI Plugin for rapid application development.

C++ Base Classes

.NET Base Classes

Customizable Solution Views

Software Development

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BPM - eDOCS DM Integration

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BPM Server

A set of services and tools that provide for explicit

process management …

Design / Definition

Execution

Monitoring and Administration

Process Analysis

… including support for human-and application-level interaction.

BPM manages the entire process and supports “closed loop process improvements”

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BPM/eDOCS Integration

Search/Add documents to a workflow

Supports existing DM profile forms for search or metadata display

Document functions available in workflow user interface

DM actions can initiate BPM processes based on metadata mappings to specific workflows

Easily create workflows by dragging and dropping eDOCS agents from within the Process Designer

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Graphical Process Designer

Definition and configuration of the workflow Assigning performers Configuration of the business rules Definition of escalations Forms builder

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Graphical Process Designer - Actions

Publish Document

Reset Publish

Lock Document

Unlock Document

Make Read Only

Remove Read Only

Copy Document to Folder

Remove Document from Folder

DM Audit Activity

Profile Search

Create Document from Local Attachment Delete Document RM –Make a Record RM – Close RM – Reopen RM – Request RM – Suspend RM - Release

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BPM – eDOCS DM Integration

Business Process Management with

integrations with eDOCS DM

DM 6 Preview scheduled for October 2007

Release DM 6.0.4 integration scheduled for

December 2007

DM 5.2 integration scheduled for Q1

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eDOCS First Half 2008

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eDOCS DM 6.0.5

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General Features

Scheduled Q1 Calendar 2008

MS Office 2007

- (See new features from DM 5.2)

Windows Vista

- (See new features from DM 5.2)

Updated platform support for integrated

applications

Content Drive update

- Based on NFS 13

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DM ADS Sync

DM Active Directory Synchronization Service

- .NET service developed to synchronize ADS users and groups

- Manually Synchronize users or groups

- Automatically Synchronize users or groups at scheduled intervals

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eDOCS DM with Enterprise Library Archiving

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DM to Enterprise Archiving

DM Server integrated with the Enterprise Library Services to leverage the storage and archiving capabilities

Enterprise Library as a DM Document Server

- Based on a documents profile metadata the document can be automatically stored in the Enterprise Library

Enterprise Library as a Read-Only / Record Document Server

- When a document is made read-only or declared as a

record the electronic file is moved to the Enterprise Library

Storage Management Utility integration

- DM Administrator can archive and restore content to and from the Enterprise Library

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Extended Storage Management for eDOCS DM 5 or DM 6 Libraries Enterprise Library Archiving

ENTERPRISE LIBRARY SERVICES

ENTERPRISE LIBRARY SERVICES

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eDOCS DM 5.2 – Email Archiving

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Leverage the Livelink ECM – Email Archiving for MS Exchange

Drag and Drop of Email stubs to DM

DM uses the Email Archive as a read-only document server

Will provide performance improvements when bulk profiling Emails to DM

- The end user will be prompted to fill out the initial profile form

- The Emails will then be processed in the background

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eDOCS Second Half 2008

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Livelink ECM – eDOCS DM with Enterprise Library RM Livelink ECM – eDOCS DM with Enterprise Library RM

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User Based Record Classification

Manually file (Classify) a record

When filing (Classifying) a record the user selects the record classification

Manually declare (Mark Official) a record

- An authorized user or records manager can mark a classified record as official

The document will then be moved, copied or linked to the Record Classification when marked official

The document is made read-only in DM

A visual indicator is displayed in DM to show the document is marked as an official record

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Automated Classification

Capture electronic files as records without requiring manual actions by end-users

Ensure compliance via consistent application of business rules

Configure the Classification Rules within DM

- Map a DM Folder to an Enterprise Library Records Classification

- Rules based classifications allowing administrators to map specific profile form field values to trigger the automatic classification i.e: document type = emails and project = xyz

Æ classify to Enterprise Library RM classification - The Records Manager Workspace will be used for

assigning disposition schedules, applying holds, destroying records

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Livelink ECM – eDOCS DM / RM 6.1 Livelink ECM – eDOCS DM / RM 6.1

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Topics being discussed