edocs Strategy and Roadmap Iain Jones EMEA, edocs Business Manager Rev 2.0 01102010 Copyright 2010 Open Text Corporation. All rights reserved. Expires March 31, 2011. 1
Agenda An Understanding Year In Review DM 5.3 Beta DM 5.3 Overview What s coming in 2011 edocs 2012 edocs 2014 3
Understanding edocs and the Roadmap Slide 4
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 Working Digital Asset Management Microsoft SharePoint Fax Server and more Copyright 2010 Open Text Corporation. All rights reserved. Slide 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 Copyright 2010 Open Text Corporation. All rights reserved. 6
User Experience Services Engagement Transaction Lifecycle Enterprise Process Services Enterprise Library Email GroupWare Filers Web Sites ERP ERP Basic ECM Other ECM Copyright 2010 Open Text Corporation. All rights reserved. Slide 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 Copyright 2010 Open Text Corporation. All rights reserved. 8
Year In Review Slide 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
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
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
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
edocs DM 5.3 14
Evolving Open Text Document Management, edocs Edition Delivering enhanced application and platform support Creating easy to deploy client and serverside 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
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 Copyright 2010 Open Text Corporation. All rights reserved. Expires March 31, 2011. 16
Copyright Open Text Corporation 2008-2009. All rights reserved. Slide 17
Highlights 18
Product Rebranding Rebranding from Hummingbird to Open Text edocs DM Updated Documentation New Installation splash screens Configuration Screens edocs DM Webtop Installation Directories Copyright 2010 Open Text Corporation. All rights reserved. 19
Updated Platform Support Copyright 2010 Open Text Corporation. All rights reserved. Expires March 31, 2011. 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
edocs DM 5.3 Backwards Compatibility 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 Copyright 2010 Open Text Corporation. All rights reserved. Expires March 31, 2011. 23
What was delivered last quarter? Copyright 2010 Open Text Corporation. All rights reserved. Expires March 31, 2011. Slide 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
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
Email Filing 3.1.5 Exchange Connector A new monitored folder is defined. Job definition stored to server location MS Exchange Server New Exchange Connector 1. Scheduled auto filing occurs. Service copies emails from Exchange store to server location Email Filing Service Server location DM Server (Workpath) DM Library 2. Service imports emails into edocs DM with profile and email thread metadata 27
Email Filing 3.2 Scheduled to release mid-feb Support for DM 5.3 and Microsoft Office 2010 28
What s Coming in 2011? Slide 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
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
Records Management
Open Text Records Management 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. Slide 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
Wireless DMS for edocs Android Client Check in as new version Lock/Unlock support Frequently used matters 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
ECM Suite 2010 integrations Slide 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 Copyright Open Text Corporation 2010. All rights reserved. Slide 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 Copyright 2010 Open Text Corporation. All rights reserved. Slide 39
Capture Centre (future capable through scripts) Copyright 2010 Open Text Corporation. All rights reserved. 40
edocs 2012 Slide 41
edocs DM 2012 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
Multiple Polls DM User Interface update? Cloud support? Shareable Workspaces? What are your top 10 product enhancements? 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
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
edocs DM 2014 Copyright 2010 Open Text Corporation. All rights reserved. Expires March 31, 2011. 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. Copyright 2010 Open Text Corporation. All rights reserved. Expires March 31, 2011. 48
edocs DM 5.x 2010 Q1 2010 Q2 2010 Q3 2010 Q4 2010 1H 2011 2H 2011 2012 2014 Future 1 St Half 2010 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 ECM Suite Advances Open Text Archiving for edocs Open Text Report and Output Manager Legend: Delivered In Progress Proposed Copyright 2010 Open Text Corporation. All rights reserved. Expires March 31, 2011. Slide 49
edocs DM 5.x 2010 Q1 2010 Q2 2010 Q3 2010 Q4 2010 1H 2011 2H 2011 2012 2014 Future 1 st Half 2011 2 nd Half 10.x 2012 2014 Q1 Calendar 2011 DM 5.3 Translations French, Dutch, German, Italian, Spanish Office 2010 SP1 Support MMC Plugins for DM Administration edocs DM 2012 DM Interface update Feature edocs DM 2014 MS Office 20104 (unoffficial name) Windows 8 Open Text Records Management Integration with DM 5.3 Q2 Calendar 2011 DM 5.3 Translations Italian, Spanish Open Text Enterprise Process Services ECM Suite Advances Records Management Enterprise Process Services Legend: Delivered In Progress Proposed Copyright 2010 Open Text Corporation. All rights reserved. Expires March 31, 2011. Slide 50
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Thank You 52