Livelink ECM edocs Suite Roadmap

Transcription

1 Livelink ECM edocs Suite Roadmap Wednesday October 24 th,2007 Larry Roy Director, Product Management edocs Suite Open Text Corporation John Lee Director, Product Management Legal Solutions Open Text Corporation

2 Agenda Year in Review What is DM X? Product Roadmap for Calendar 2007 Product Roadmap for Calendar 2008 Other Sessions of Interest Questions & Answers Slide 3

3 Year In Review Slide 4

4 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

5 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, 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 Slide 6

6 edocs DM 5.2 Slide 9

7 What is edocs DM 5.2? What is edocs DM 5.2? - The edocs DM Service Release 7 (SR7) has been relabelled to DM 5.2 Why is DM 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 16 th, 2007 How do I get access to it? - Similar to previous Service Releases, the DM 5.2 version will be posted on the Knowledge Center site for download Slide 10

8 What is edocs DM 5.2? How do I install it? - The setup program will perform the upgrade to your existing DM 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 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 product line have been rolled up into 5.2 Slide 11

9 What is edocs DM 5.2? 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 Archiving Slide 12

10 edocs DM Updated Platforms New Integrated Applications - Microsoft Office Adobe Acrobat 8 - AutoCAD 2006, Corel Presentations 12.0 and X3 - Corel Quattro Pro 12.0 and X3 - Corel WordPerfect 12.0 and X3 - WorkShare Professional 4.x 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 Slide 13

11 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 Slide 14

12 DM Extension for Lotus Notes DM Node in Lotus Notes Tree View Drag & Drop from Notes folders to DM folders Save Options - Save message body - Save attachments - Save attachments separately Save attachments as new version of existing document. Duplicate check Support for Lotus Notes 6.5 and 7 is saved in Lotus Notes DXL format. Slide 15

13 New Save User Interface Slide 16

14 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 - Permissions are inherited Slide 17

15 DM X Project Slide 18

16 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 Slide 19

17 Enterprise Connect Slide 20

18 A Legal Solution Example Slide 21

19 Enterprise Connect What is Enterprise Connect? Enterprise Connect Framework Enterprise Connect Plug-ins Software Development Kit Slide 22

20 Enterprise Connect Framework Enterprise Connect Framework 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. Slide 23

21 Enterprise Connect Plugins Enterprise Connect Plug-ins Plugins enable the framework to display and manipulate content from any repository or application. Version 1 launch will include plugins for: - edocs DM edocs DM Livelink Plugins may be released on their own schedules, developed by partners or integrators or released as the market requires them. Slide 24

22 Enterprise Connect Software Development Kit 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 Slide 25

23 BPM - edocs DM Integration Slide 26

24 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 humanand application-level interaction. BPM manages the entire process and supports closed loop process improvements Slide 27

25 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 Slide 28

26 Graphical Process Designer Definition and configuration of the workflow Assigning performers Configuration of the business rules Definition of escalations Forms builder Slide 29

27 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 Slide 30

28 Ad Hoc Workflows Slide 31

29 BPM edocs DM Integration Business Process Management with integrations with edocs DM DM 6 Preview scheduled for October 2007 Release DM integration scheduled for December 2007 DM 5.2 integration scheduled for Q1 Calendar 2008 Slide 32

30 edocs First Half 2008 Slide 33

31 edocs DM Slide 34

32 General Features Scheduled Q1 Calendar 2008 MS Office (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 - Required for MS Windows Vista Support Slide 35

33 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 - Standalone Windows utility Slide 36

34 edocs DM with Enterprise Library Archiving Slide 38

35 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 Slide 39

36 Enterprise Library Archiving Extended Storage Management for edocs DM 5 or DM 6 Libraries ENTERPRISE LIBRARY SERVICES ENTERPRISE LIBRARY SERVICES Enterprise Records Management Meta Data Management Search - Archive Slide 40

37 edocs DM 5.2 Archiving Slide 41

38 DM Archiving Leverage the Livelink ECM Archiving for MS Exchange Drag and Drop of stubs to DM DM uses the Archive as a read-only document server Will provide performance improvements when bulk profiling s to DM - The end user will be prompted to fill out the initial profile form - The s will then be processed in the background Slide 42

39 edocs Second Half 2008 Slide 48

40 Livelink ECM edocs DM with Enterprise Library RM Slide 49

41 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 Slide 50

42 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 = s and project = xyz classify to Enterprise Library RM classification - The Records Manager Workspace will be used for assigning disposition schedules, applying holds, destroying records Slide 51

43 Livelink ECM edocs DM / RM 6.1 Slide 52

44 Topics being discussed DoD Version 3 Support Support for DM 5 extensions with 6.1 server for phased upgrade New image release with Open Text Product Re-branding for new and existing installations MS SQL Server 2008 support MS Windows Server 2008 support Slide 53