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
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
Year In Review Slide 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
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 - http://jitc.fhu.disa.mil/recmgt/opentext/livelink_ecmedocs/index.html Slide 6
edocs DM 5.2 Slide 9
What is edocs DM 5.2? What is edocs DM 5.2? - The edocs DM 5.1.0.5 Service Release 7 (SR7) has been relabelled 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 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
What is edocs DM 5.2? 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 Slide 11
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 Email Archiving Slide 12
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 Slide 13
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
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 Notes DXL format. Slide 15
New Save User Interface Slide 16
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
DM X Project Slide 18
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
Enterprise Connect Slide 20
A Legal Solution Example Slide 21
Enterprise Connect What is Enterprise Connect? Enterprise Connect Framework Enterprise Connect Plug-ins Software Development Kit Slide 22
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
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 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. Slide 24
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
BPM - edocs DM Integration Slide 26
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
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
Graphical Process Designer Definition and configuration of the workflow Assigning performers Configuration of the business rules Definition of escalations Forms builder Slide 29
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
Ad Hoc Workflows Slide 31
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 Calendar 2008 Slide 32
edocs First Half 2008 Slide 33
edocs DM 6.0.5 Slide 34
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 - Required for MS Windows Vista Support Slide 35
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
edocs DM with Enterprise Library Archiving Slide 38
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
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
edocs DM 5.2 Email Archiving Slide 41
DM Email Archiving 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 Slide 42
edocs Second Half 2008 Slide 48
Livelink ECM edocs DM with Enterprise Library RM Slide 49
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
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 classify to Enterprise Library RM classification - The Records Manager Workspace will be used for assigning disposition schedules, applying holds, destroying records Slide 51
Livelink ECM edocs DM / RM 6.1 Slide 52
Topics being discussed DoD 5015.2 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