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Copyright © 1995-2007 Open Text Inc. All rights reserved.

Livelink ECM – eDOCS Suite Roadmap

Wednesday October 24th,2007

Larry RoyDirector, Product Management eDOCS Suite

Open Text Corporation

John LeeDirector, Product Management Legal Solutions

Open Text Corporation


Agenda

Year in ReviewWhat is DM X?Product Roadmap for Calendar 2007Product Roadmap for Calendar 2008Other Sessions of InterestQuestions & Answers


Year In ReviewYear In Review


The Last 11 Months

Acquisition finalized October, 2006‘CEO HIT’ Team formed in January 2007DM X Project Outlined in February 2007Product 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, 2007Focused 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


eDOCS DM 5.2eDOCS DM 5.2


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 re-

labelled to DM 5.2Why 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 processWhen 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

posted on the Knowledge Center site for download



How do I install it?- The setup program will perform the upgrade to your existing

DM 5.1.0.5 installationsIs 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 workstationsWhat 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



Why should I upgrade to DM 5.2?- This release provides the solid baseline for future

integrations of Open Text TechnologiesEnterprise Connect IntegrationEnterprise Library Services as announced as part of the project codenamed DM XEmail Archiving


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


Office 2007 Integration

Introducing the DM Ribbon Allows for quick interaction with DM from a convenient tab It is available in Word, Excel and PowerPointNo MS Office 2007 ODMA integrationNew Document Information feature provides profile details, where used, related, and version information from within authoring application


DM Extension for Lotus Notes

DM Node in Lotus Notes Tree ViewDrag & Drop from Notes E-mail folders to DM folders Save Options- Save message body- Save attachments- Save attachments

separatelySave attachments as new version of existing document. Duplicate email checkSupport for Lotus Notes 6.5 and 7E-mail is saved in Lotus Notes DXL format.


New Save User Interface


DM Dynamic Views

Support for Multiple Views per libraryServer based configurationDelegated Subscription model- Users can subscribe to a

view- Users can subscribe other

usersDrag and Drop to a Dynamic View node- Metadata is inherited- Permissions are inherited

Copyright © 1995-2007 Open Text Inc. All rights reserved. Slide 18Slide 18

DM X ProjectDM X Project


What is DM X???

DM X is a development project; it is not a new version of the DM platformDM 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

ServicesThe DM X project will provide eDOCS customers a modular approach to leveraging additional Open Text technologies in their DM environments

Slide 19


Enterprise ConnectEnterprise Connect


A Legal Solution Example

Copyright © 1995-2007 Open Text Inc. All rights reserved. Slide 22

Enterprise Connect

What is Enterprise Connect?

Enterprise Connect

Framework

Enterprise Connect Plug-ins

Software Development

Kit


Enterprise Connect Framework

A framework, which allows plugins to display content through the Microsoft user Environment.Operates in Windows XP/VistaSupports Office/Outlook versions 2003 and 2007Installable as an MSI package for rapid deployment using SMS, Active Directory or other system administration tools.

Enterprise Connect

Framework


Enterprise Connect Plugins

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


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 ClassesCustomizable Solution Views

Software Development

Kit


BPM - eDOCS DM IntegrationBPM - eDOCS DM Integration


BPM Server

A set of services and tools thatprovide for explicitprocess management …

Design / DefinitionExecutionMonitoring and AdministrationProcess Analysis

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

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


BPM/eDOCS Integration

Search/Add documents to a workflowSupports existing DM profile forms for search or metadata displayDocument functions available in workflow user interface DM actions can initiate BPM processes based on metadata mappings to specific workflowsEasily create workflows by dragging and dropping eDOCS agents from within the Process Designer


Graphical Process Designer

Definition and configuration of the workflowAssigning performersConfiguration of the business rulesDefinition of escalationsForms builder


Graphical Process Designer - Actions

Publish DocumentReset PublishLock DocumentUnlock DocumentMake Read OnlyRemove Read OnlyCopy Document to FolderRemove Document from FolderDM Audit ActivityProfile SearchCreate Document from Local AttachmentDelete DocumentRM –Make a RecordRM – CloseRM – ReopenRM – RequestRM – SuspendRM - Release


Ad Hoc Workflows


BPM – eDOCS DM Integration

Business Process Management with integrations with eDOCS DM DM 6 Preview scheduled for October 2007Release DM 6.0.4 integration scheduled for December 2007DM 5.2 integration scheduled for Q1 Calendar 2008


eDOCS First Half 2008eDOCS First Half 2008


eDOCS DM 6.0.5eDOCS DM 6.0.5


General Features

Scheduled Q1 Calendar 2008MS Office 2007- (See new features from DM 5.2)

Windows Vista- (See new features from DM 5.2)

Updated platform support for integrated applicationsContent Drive update- Based on NFS 13- Required for MS Windows Vista Support


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


eDOCS DM with Enterprise Library ArchivingeDOCS DM with Enterprise Library Archiving


DM to Enterprise Archiving

DM Server integrated with the Enterprise Library Services to leverage the storage and archiving capabilitiesEnterprise Library as a DM Document Server- Based on a documents profile metadata the document can

be automatically stored in the Enterprise LibraryEnterprise 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 LibraryStorage Management Utility integration- DM Administrator can archive and restore content to and

from the Enterprise Library


Extended Storage Management for eDOCS DM 5 or DM 6 Libraries

Enterprise Library Archiving

ENTERPRISE LIBRARY SERVICESENTERPRISE LIBRARY SERVICES

Enterprise Records Management – Meta Data Management – Search - Archive


eDOCS DM 5.2 – Email ArchivingeDOCS DM 5.2 – Email Archiving


DM – Email Archiving

Leverage the Livelink ECM – Email Archiving for MS ExchangeDrag and Drop of Email stubs to DMDM uses the Email Archive as a read-only document serverWill 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


eDOCS Second Half 2008eDOCS Second Half 2008


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


User Based Record Classification

Manually file (Classify) a recordWhen filing (Classifying) a record the user selects the record classificationManually 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 officialThe document is made read-only in DMA visual indicator is displayed in DM to show the document is marked as an official record


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


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


Topics being discussed

DoD 5015.2 Version 3 SupportSupport for DM 5 extensions with 6.1 server for phased upgradeNew image release with Open Text Product Re-branding for new and existing installationsMS SQL Server 2008 supportMS Windows Server 2008 support

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