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cloud

on premises

P R O D U C T A N D S E R V I C E S C ATA L O G
E N A B L I N G T H E D I G I TA L W O R L D

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EXPERIENCE SUITE .......................................................................................................................................... 3

BUSINESS NETWORK ................................................................................................................................. 28

PROCESS SUITE ................................................................................................................................................ 56

CONTENT SUITE .............................................................................................................................................. 65

ECOSYSTEM ........................................................................................................................................................ 91

DISCOVERY SUITE .......................................................................................................................................109

ANALYTICS SUITE .........................................................................................................................................114

SPECIALTY TECHNOLOGIES ................................................................................................................127

DEVELOPER .......................................................................................................................................................156

MANAGED CLOUD SERVICES .............................................................................................................158

GLOBAL CUSTOMER SERVICES PROGRAMS ........................................................................161

OPTIMIZE SERVICE PROGRAMS .....................................................................................................166

TA B L E O F C O N T E N T S
OPENTE X T E XPERIENCE SUITE

APPLICATIO NS

EX PER I ENCE S U ITE


Communications Center Enterprise
Explore
Exstream
Media Management
Qfiniti
TeamSite

E X TEN SION S
Communications Center CRM
Communications Center CRM Options
Communications Center Enterprise Options
Experience Analytics
LiquidOffice
MediaBin
MediaBin Options
MediaBin Portal Client
Media Management Options
Optimost
Portal
Portal Options
Qfiniti Managed Services
TeleForm
Video Services
Web Experience Management
Web Experience Management Options

W W W.OPENTEX T.COM/CEM MAIN MENU


OVERVIEW

DESCRIPTION
OpenText Experience Suite is a comprehensive, integrated set of Customer Experience
Management Applications and Add-ons that empowers the digital enterprise to deliver rich,
personalized, and interactive experiences continuously across the entire customer journey.

OVERVIEW
Experience Suite offers a foundation for customer engagement with distinct capabilities related to
marketing optimization, streamlined purchasing, customer contact interaction and voice of the customer
solutions. Experience Suite provides rapid experience design tools to create and manage content
delivered to web, social, mobile, and print destinations and drives continuous contact center and back
office workforce performance and customer service improvements. Experience Suite integrations bring
capabilities from web and media to correspondence services, all within a single offering.

KEY BENEFITS
Accelerate collaborative media curation, creation, and personalization to ensure each user gets
• 
the best possible experience at every point of interaction
Empower marketing and digital media teams to streamline and centrally control libraries of media
• 
assets and publish to product catalogs, packaging and print communications, or digital self-ser-
vice portals with greater marketing agility
Personalize customer communications to extend the conversation and deepen your relationship
• 
with your customer between sales engagements with one voice, in real-time, across every channel
Provide compelling, responsive experiences across omni-channel touch points that support many
• 
enterprise information platforms, languages, devices, social and rich media requirements
Optimize and personalize one-on-one interactions with your web and mobile site visitors to maxi-
• 
mize conversion rates and prove digital marketing ROI for campaigns and customer experiences
Maintain consistent quality measurement of contact center activity and provide fast, effective
• 
coaching with automated reporting
• Drive continuous process optimization with real-time agent guidance and desktop automation
• Deploy on-premises, in the cloud, or in a hybrid model to quickly build valuable brand experiences

ARCHITECTURE
Experience Suite consists of the following components:
Experience Suite Platform is an integrated set of Experience Suite Applications that will provide
• 
key features and application integrations necessary to deliver a Continuous Customer Journey
Experience Suite Applications:
•  Market leading products that can be purchased separately or
combined to address specific customer experience needs
Experience Suite Add-Ons: Functional modules and complementary standalone solutions
• 
that extend the capabilities of the Experience Suite Platform

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PRODUCT: O PEN T E X T CO M M U NI C ATIO N S on premises


CEN T ER EN T ERPRIS E

DESCRIPTION
OpenText Communications Center Enterprise (formerly OpenText StreamServe) transforms ordinary custom-
er communications into powerful one-to-one marketing channels.

PRODUCT OVERVIEW
The Communications Center Enterprise (CCE) solution helps organizations create, produce, and distribute enter-
prise documents on-demand and engage more profitably with customers through the automation of customer com-
munications. Personalized documents are created through rules-based dynamic assembly and presented to custom-
ers, partners, and suppliers in multiple formats across multiple channels to drive business impact. From one-to-one
contact to the high-volume production of documents, CCE simplifies and automates document-related business
processes to improve business performance and efficiency.

PRODUCT HIGHLIGHTS
• Hands-on correspondence creation with content control and business rules application to selectively embed
content into documents
• User access to pre-approved templates to create and personalize business communications
• Collector functionality to store documents in short-term, ready-reference repository to be viewed, recalled,
or re-sent in a matter of seconds
• Web-based process allows for review, modification, and approval or rejection of customer-
bound correspondence
• Easy integration with both back-off systems of record, such as Enterprise Resource Planning and supply-chain
systems and front-end CRM or CMS systems
• Functionality can be accessed from the natively, or for the ease of use, can be embedded in 3rd party
applications such as SAP®
• Monitor, analyze, report, optimize, and control document production

KEY INTEGRATIONS
• OpenText Communications Center CRM
• OpenText Notifications
• OpenText Media Management
• OpenText Content Suite Platform
• OpenText Process Suite Platform
• SAP® (NOTE: SAP-centric integrations
require OpenText Document
Presentment for SAP®)

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PRODUCT: O PEN T E X T E X PLO R E on premises

DESCRIPTION
OpenText Explore provides valuable Voice of Customer, speech, and multichannel analytics for enterprise
contact centers.

PRODUCT OVERVIEW

Explore provides advanced capabilities that enable businesses to understand the meaning behind all forms of in-
formation so they can take fast action on that insight. Using advanced pattern-matching technology, Explore makes
it possible for contact center analysts and managers to extract key insights and indicators to improve planning and
decision-making. Explore scales to meet the big data needs of today’s enterprise contact centers and processes mas-
sive amounts of data in near real time – regardless of type, location, and language – while identifying important
relationships and concepts with intuitive visualizations and data exploration.

PRODUCT HIGHLIGHTS
• Automatically organize and understand customer conversations to take advantage of the rich insights in all
customer interactions
• Gain insights from data across every customer touch point, and beyond surveys and focus groups, to include
real-time call center recordings, web activities, and social media chatter
• Understand the comments in survey verbatims and other direct feedback, and sort them by concept
• Aggregate data from social media sites, blogs, and forums to automatically identify emerging trends and pre
vailing sentiments
• Get a data-driven, near real-time picture of what’s being said about your company, your brand, and your
competitors from large and small news organizations across the world

KEY INTEGRATIONS
• OpenText Media Aggregation Service
• OpenText Qfiniti
• OpenText Qfiniti Managed Services

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PRODUCT: O PEN T E X T E X S TR E A M on premises

DESCRIPTION
OpenText Exstream is a multichannel Customer Communication Management (CCM) solution that empowers
users to make the most of every customer touch point by creating insightful, impactful, real-time customer
communications.

PRODUCT OVERVIEW
Exstream helps to improve the customer experience with relevant, meaningful communications delivered through
the customer’s preferred channel including web, email, print, and SMA. Exstream provides fully customized, high-vol-
ume statements and bills self-service web applications for enrollment and account sign-up, on-demand marketing,
and personalized correspondence and proposals produced interactively by customer-facing employees.

PRODUCT HIGHLIGHTS
• Increase profitability
• Improve customer experience
• Reduce risk and ensure regulatory compliance

KEY INTEGRATIONS
• OpenText TeamSite
• OpenText LiquidOffice

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PRODUCT: O PEN T E X T M ED IA M A N AG EM EN T on premises

DESCRIPTION
OpenText Media Management is a better way to work by creating and using media assets enterprise wide, de-
livering on your organization’s brand promise to customers.

PRODUCT OVERVIEW
Media Management is an open Digital Asset Management platform used to create, curate, manage, and distribute
digital media for the entire enterprise. It also consolidates multiple media repositories for greater control, collabo-
ration, and visibility of valuable media and brand assets to better engage audiences and customers across multiple
channels and devices. Media Management provisions and manages media content for key information flows such
as creative production, digital marketing, and digital media supply chain, including marketing campaigns, web,
mobile, commerce, product catalogs, and video channels. In an omni-channel world, Media Management makes
sure the right content and rich experience gets to each user on the platform and device they choose.

PRODUCT HIGHLIGHTS
• Media Management Cloud Edition, deployed in the OpenText Cloud
• Open platform with REST APIs and web services
• HTML5 interface and responsive design reduce complexity and clutter
• Supports custom-branded media hubs, and users can create dynamic home pages
• Search facets can be configured for any portion of metadata taxonomy using faceted navigation
• Quick Access Toolbar for easy viewing of tasks and folders, asset collection, and review initiation
• Touch enabled and responsive design for iPad®
• Automated transformation of media assets at ingest and delivery, one-click download to YouTube®
• Adaptive Media Delivery delivers assets in proper rendition to any channel or device
• Embedded Analytics show asset usage and system activity to better manage teams and content
• Enterprise scalability and a common repository
• Extensible and customizable using REST APIs, Web Services, SOAP, and standards-based APIs
• Integration with creative tools enables teams to collaborate and share rich media assets directly from
OpenText Experience Suite Platform products, Adobe® Drive, SAP® software, and more

KEY INTEGRATIONS
• OpenText Web Experience Management • OpenText Content Server
• OpenText Application Gateway (OTAG) • OpenText Archive
• OpenText Experience Analytics • OpenText Cordys
• OpenText Delivery Services (OTDS) • SAP® and hybris® (Product Catalog Management, CRM)
• OpenText Enterprise Process Server (EPS) • Adobe® Drive (Adobe Creative Suite®)
• OpenText Portal • Media Management Creative Review (annotation and markup)
• OpenText Managed File Transfer • Harmonic® and Telestream® (video transcoding)
• OpenText Customer Communications Management

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PRODUCT: O PEN T E X T Q FINITI on premises

DESCRIPTION
OpenText Qfiniti is a Workforce Optimization (WFO) solution that enables enterprise contact centers
and back offices to streamline agent scheduling, evaluation, training, and customer service delivery across
multiple channels.

PRODUCT OVERVIEW
Qfiniti is a highly integrated product suite that improves contact center performance with intelligent workforce
optimization. The solution is designed to optimize workforce management, quality monitoring, liability/compliance
recording, coaching and eLearning, performance management, and customer surveying. Engineered to operate
seamlessly together, each component can be deployed as a stand-alone product to solve the most urgent contact
center management needs.

PRODUCT HIGHLIGHTS
• Qfiniti Observe: Interaction recording for quality and compliance
• Qfiniti ICE: Intelligent masking and muting with metadata attach
• Qfiniti Workforce: Agent scheduling and forecasting
• Qfiniti Optimize: Desktop analytics and real-time agent guidance
• Qfiniti Advise: Agent evaluation and performance analysis
• Qfiniti Survey: Integrated customer satisfaction surveys
• Qfiniti Expert: Online coaching and training
• Qfiniti Autoscore: Automated interaction scoring and analysis

KEY INTEGRATIONS
• OpenText Explore
• OpenText Qfiniti Managed Services

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PRODUCT: O PEN T E X T T E A M S IT E on premises

DESCRIPTION
OpenText TeamSite is the open, flexible and connected platform to solve the next generation of digital experi-
ence challenges faced by marketers and business managers.

PRODUCT OVERVIEW
TeamSite is an easy-to-use, modern web content management (WCM) platform that helps you take control of
your omni-channel digital experiences, site design, layout, rich media management, and analytics. TeamSite helps
you convert prospects into loyal followers across the entire customer journey.

PRODUCT HIGHLIGHTS
• Deliver a cost-effective solution with a de-coupled architecture that enables targeted scaling to satisfy het-
erogeneous enterprise needs
• Support decentralized content creation and delivery with a marketing and line-of-business focused
user experience
• Build cloud micro-services to simplify content and experience distribution to other applications
• Leverage omni-channel data and insights for a more relevant and contextual experience
• Partner with leading providers across the entire digital experience ecosystem to maximize the value of
customers’ marketing investments

KEY INTEGRATIONS
• OpenText MediaBin
• OpenText Optimost
• Google Analytics
• Translations.com
• Marketo
• SAP® hybris

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PRODUCT: O PEN T E X T CO M M U NI C ATIO N S on premises


CEN T ER CR M

DESCRIPTION
OpenText Communications Center CRM (formerly OpenText PowerDocs) transforms ordinary customer
communications into powerful one-to-one marketing channels.

PRODUCT OVERVIEW
OpenText Communications Center CRM (CC CRM) is a cloud-based solution for generating quotes, proposals,
contracts, service documents, written follow-ups to phone inquiries, and other high-quality, personalized customer
correspondence, simply and intuitively directly from your CRM solution. Whether an organization needs to
produce a single customer service email or hundreds of personalized sales letters, CC CRM helps rapidly synthesize
relevant business data and content into compelling written communications, all from within your familiar customer
relationship management (CRM) environment. A cloud-based solution, CC CRM provides superior customer
correspondence functionality without any enterprise-scale IT challenges. Organizations can focus on the customers
while CC CRM powers the back end, deploying in just minutes.

PRODUCT HIGHLIGHTS
• Fast set-up in mere minutes
• Turnkey integration with Salesforce® and Oracle® Fusion, among other CRM systems
• No need to purchase and maintain expensive IT infrastructure
• 24/7 access to cloud-based CCM resources, simple to deploy, maintain, and scale
• Generate highly personalized correspondence via built-in rule engine
• Global business focus—more than 10 languages supported
• Instant customer sign-off with built-in electronic signatures

KEY INTEGRATIONS
• Salesforce
• OpenText Communications Center Enterprise
• OpenText xECM for Salesforce
• OpenText Media Management
• Oracle® Fusion
• SugarCRM

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PRODUCT: O PEN T E X T CO M M U NI C ATIO N S on premises


CEN T ER CR M O P TIO N S

DESCRIPTION
OpenText Communications Center CRM (CC CRM) solution provides organizations with the ease of use
Line of Business users need to create effective business communications on demand, directly from their
core business applications.

PRODUCT OVERVIEW
Frontline business users engaging directly with customers and prospects, representing both the brand and experi-
ence of the business. To effectively and consistently communicate, the Line of Business users need tools linked to
their core business systems that maximize visibility into their customers and provide maximum operational efficien-
cy. Simple to deploy and maintain, CC CRM options deliver dynamic composition, document process automation,
and output management capabilities while helping business with their growing challenges around business growth,
customer retention, and cost savings.

PRODUCT HIGHLIGHTS
• OpenText Communications Center CRM Designer
• OpenText Communications Center CRM RealTime

KEY INTEGRATIONS
• OpenText Communications Center CRM
• OpenText Communications Center Enterprise
• Salesforce
• OpenText xECM for Salesforce
• OpenText Media Management
• Oracle® Fusion
• SugarCRM

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PRODUCT: O PEN T E X T CO M M U NI C ATIO N S CEN T ER on premises


EN T ERPRIS E O P TIO N S

DESCRIPTION
OpenText Communications Center Enterprise (CCE) provides organizations with the power of an enter-
prise-level, high-volume transactional document engine and the flexibility and simplicity of use needed for
on-demand and interactive digital correspondence creation.

PRODUCT OVERVIEW
Businesses today need to address two major imperatives: instill a greater sense of loyalty in their customers, and
simultaneously improve the operational efficiency of internal processes. Simple to deploy and maintain, CCE op-
tions deliver dynamic composition, document process automation, and output management capabilities while
helping business with their growing challenges around business growth, customer retention, and cost savings.

PRODUCT HIGHLIGHTS
• OpenText CCE Structured addresses traditional Customer Communications Management needs for high-vol
ume and high-performance production, in multichannel communications
• OpenText CCE Interactive manages interactive documents that are sent via email and other digital channel

KEY INTEGRATIONS
• OpenText Communications Center Enterprise • OpenText Content Suite Platform
• OpenText Communications Center CRM • OpenText Process Suite Platform
• OpenText Notifications • SAP® (NOTE: SAP-centric integrations
• OpenText Media Management require OpenText Document Presentment
for SAP)

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PRODUCT: O PEN T E X T E X PERIEN CE A N A LY TI C S on premises

DESCRIPTION
OpenText Experience Analytics enables users to enhance their digital experience applications with embedded
analytics and predictive insights.

PRODUCT OVERVIEW
Experience Analytics is a scalable analytics, reporting and data visualization platform that enables teams to design,
deploy, and manage secure, interactive web applications, reports, and dashboards fed by multiple data sources. It
provides practioners with real-time information and data exploration of content usage and audience activity.

PRODUCT HIGHLIGHTS
• Embedded reports and dashboards directly in OpenText Experience Suite product user interface
• Allows business users to create, modify and save reports based on their individual needs and preferences
• Enables self-service analytics and ad hoc reporting for business users
• Delivers data, graphs and charts in a variety of formats, including HTML5, PDF, Microsoft® Office
• Global locale support and near-linear scalability

KEY INTEGRATIONS
• OpenText Experience Suite
• OpenText Communications Center Enterprise
• OpenText Content Hub for Publishers
• OpenText Media Management
• OpenText Web Experience Management
• OpenText Web Site Management
*some integrations are planned for post version 16

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PRODUCT: O PEN T E X T LIQ UID O FFI CE on premises

OVERVIEW
OpenText LiquidOffice enables organizations to easily create electronic forms for data capture across the en-
terprise, route documents and data for review and approval, and automate complex business processes for
improved efficiency and control.

PRODUCT DESCRIPTION
With its powerful eforms and workflow capabilities, LiquidOffice streamlines cumbersome processes while making
them consistent and auditable for more reliable outcomes, fewer errors, and reduced compliance risk. Through
integration with EIM systems, LiquidOffice allows access to tasks and information at any time and from anywhere
resulting in better customer, supplier, and employee satisfaction. LiquidOffice can dramatically increase process
speed by eliminating idle time between tasks, assembling 100 percent of supporting information, and minimizing
human touch points, resulting in better customer, supplier, and employee experience and satisfaction.

PRODUCT HIGHLIGHTS
• Electronic Form Design enables quick design of intelligent electronic forms to capture information and docu-
ments for simple routing or integration into business processes
• Advanced Process Modeling allows for business process modelling with a drag-and-drop user interface
• Anywhere / Anytime Access enables workers to access information and interact in a business process from
integrated desktop, web, and mobile user interfaces
• Business Activity Monitoring empowers decision-makers to monitor business processes and use analytics to
optimize performance
• Integrated Process Automation allows for end to end process management by taking advantage of integra-
tion with OpenText TeleForm, OpenText Exstream, OpenText Content Server, databases, and document and
records management systems
• Audit and security capabilities

KEY INTEGRATIONS
• OpenText TeleForm
• OpenText Content Server
• OpenText Exstream
• OpenText MediaBin
• iManage® Work

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PRODUCT: O PEN T E X T M EDIA BIN on premises

DESCRIPTION
OpenText MediaBin is a digital asset management solution that helps organizations with globally distributed
teams deliver a more engaging and consistent customer experience by effectively managing, distributing, and
publishing thousands of internal as well as customer-facing digital assets.

PRODUCT OVERVIEW
MediaBin helps users deliver a visually stunning and consistent digital experience across all channels by centralizing
the management of logos, copy, video, images, presentations, and other assets, making them accessible to local and
geographically dispersed teams. Increase brand consistency and team productivity while delivering higher-impact
marketing communications and a superior customer experience across multiple channels. Customers benefit from
greater agility, stronger brand equity, and the security of knowing valuable corporate assets will be fully leveraged
and preserved for the future. With self-service access, marketing personnel no longer spend time fulfilling content
requests. MediaBin delivers a rapid ROI and can scale to meet the needs of the largest global enterprises.

PRODUCT HIGHLIGHTS
• Centralize control and management of your brand across internal and external partners
• Maintain brand equity and increase productivity by accessing “core” assets from a single repository
• Govern where, how, and who accesses digital content to meet governance and compliance policies
• Automatically tag metadata to video, images, audio, and other assets and automatically extract asset details
for better context, filtering, and search
• Use innovative search that understands facial similarities and human expression; find assets among volumes
of digital content without exact keywords or a traditional folder structure
• Configure/automate business processes via an integrated workflow engine to ingest, route, review, approve,
email, notify, retrieve, transform, and distribute assets
• Distribute transformed rich content to web, social, print, or mobile with rules-based scheduling
• Define user experiences based on role and permissions
• Access and download valuable corporate assets based on defined content permissions and usage rights with
out reliance on power users
• Access all rich content from familiar design, photo, and video applications

KEY INTEGRATIONS
• OpenText TeamSite
• OpenText MediaBin Portal Client

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PRODUCT: O PEN T E X T M EDIA BIN O P TIO N S on premises

DESCRIPTION
OpenText MediaBin Options are add-ons that extend the functionality of OpenText MediaBin.

PRODUCT OVERVIEW
MediaBin is a digital asset management solution that helps organizations with globally distributed teams deliver a
more engaging and consistent customer experience by effectively managing, distributing, and publishing thousands
of internal as well as customer-facing digital assets. MediaBin Options such as OpenText MediaBin Speech to Text,
OpenText MediaBin Facial Recognition, OpenText MediaBin Logo Detection, OpenText MediaBin On-Screen Text
Recognition, and OpenText MediaBin Deployment Agent extend the core functionality of MediaBin, adding to
asset distribution possibilities and enhancing the rich searchable metadata to include spoken words, logos, faces,
and words on the screen.

PRODUCT HIGHLIGHTS
• MediaBin Speech-to-Text: Automated speech-to-text conversion that allows you to search words that are
spoken in video files. Available to support over 20 languages
• MediaBin Face Recognition Software: Option for facial recognition library to enable search for identified
faces in videos
• MediaBin Logo Detection Software: Option for logo detection to enable search for logo content in videos
• MediaBin On-Screen Text Recognition Software: Option for on-screen character recognition to enable
search for text content in videos
• MediaBin Deployment Agent Software: MediaBin Deployment Agent allows rules-based scheduled
deployments of assets in desired formats to any network accessible site or repository including deployment of
metadata required by receiving site to index properly

KEY INTEGRATIONS
• OpenText MediaBin

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PRODUCT: O PEN T E X T M EDIA BIN P O RTA L CLIEN T on premises

DESCRIPTION
OpenText MediaBin Portal Client, an add-on to OpenText MediaBin, delivers a simplified user experience for
digital asset management. Enterprise users and external agencies can access an asset library to search, down-
load, and share rich media using a simple, sleek user interface that only shows them what they need to see.

PRODUCT OVERVIEW
If your organization is considering or already using MediaBin to manage digital assets, MediaBin Portal Client
offers a user-friendly, browser-based view into the MediaBin repository. The clean design makes it easy to search,
preview, and download high-value assets, such as images, videos, and audio files. MediaBin Portal Client increases
productivity by encouraging self-service with shortened search times and painless downloads. Instant insight into
each asset helps users take informed decisions about whether to use a particular asset for a campaign or project.

PRODUCT HIGHLIGHTS
• Prevent assets like stock photos from being used inappropriately
• Rein in asset usage across the business to make sure users comply with governance and license policies to
avoid copyright litigation, negative publicity, or worse
• Save on storage space and prevent duplication of the same files by storing one master file for each asset.
Users can then download the appropriate “rendition,” i.e., the file sizes or formats that make sense for content
they’re preparing
• Assign access rights to ensure only approved users can download certain assets

KEY INTEGRATIONS
• OpenText TeamSite
• OpenText MediaBin

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PRODUCT: O PEN T E X T M EDIA M A N AG EM EN T O P TIO N S on premises

DESCRIPTION
OpenText Media Management Options are add-ons that extend the functionality of OpenText Media Management.

PRODUCT OVERVIEW
Media Management, a proven, tested enterprise Digital Asset Management solution, accelerates the workflow-
driven creation, collaboration, production, and distribution of digital media. It also makes it available to other
applications like OpenText Web Experience Management or OpenText Customer Communications Management
to “media enable” those applications. Media Management Options such as OpenText Connector for Adobe® Drive,
OpenText Secure Managed File Transfer, OpenText Creative Review, and OpenText Experience Analytics extend
the core functionality of Media Management, surfacing media content with integrated interfaces and native
applications to manage the complete asset life cycle.

PRODUCT HIGHLIGHTS
• Media Management Connector for Adobe® Drive provides integration with Adobe Creative Suite® (CS) that
enables users in CS to perform asset management functions in native applications
• Secure Managed File Transfer is an integrated technology component in Media Management, which resides
on its own server and automatically accelerates file exchange, replacing HTTP or FTP with Managed File
Transfer technology
• Media Management Creative Review provides collaboration, annotation, and markup tools for review and
approval with project team members
• Media Management experience analytics delivers reports and dashboards on system and asset usage,
allowing better management of users and content

KEY INTEGRATIONS
• OpenText Media Management

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PRODUCT: O PEN T E X T O P TIM OS T on premises

DESCRIPTION
OpenText Optimost is a comprehensive web testing, targeting, and personalization software solution that en-
ables marketers to deliver engaging, profitable websites and campaigns.

PRODUCT OVERVIEW
Optimost optimizes enterprise companies’ online presence to deliver more engaging and profitable websites, mo-
bile experiences, and digital campaigns. Optimost is a hybrid offering comprising VisualTest, a Solution-as-a-Service
(SaaS) platform, and Managed Services to deliver unparalleled strategic and technical expertise via our SaaS model.
Together, they provide a predictable, flexible, and scalable way to mature optimization programs and boost value to
the business.

PRODUCT HIGHLIGHTS
• Self-service A/B/n testing: Build and launch tests at speed and scale across static and dynamic pages, single
page apps, mobile sites, and more
• Multivariate testing and optimization: The most experienced testing experts worldwide tackle your toughest
challenges and most profitable opportunities
• Targeting and personalization: Discover and deliver the content that works best for every visitor
• Analytics-as-a-Service: Customize dashboards and reports to your precise requirements

KEY INTEGRATIONS
• OpenText TeamSite

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PRODUCT: O PEN T E X T P O RTA L on premises

DESCRIPTION
OpenText Portal is a flexible and scalable presentation foundation for a number of OpenText solutions.

PRODUCT OVERVIEW
Portal is a high-performance solution to create websites with rich content and applications, enabling personalized
interactions with customers, employees, suppliers, and partners. Portal extends information, applications, and
social conversations by rapidly adding social content to existing sites (WWW, extranet, and intranet) and speeds
the graphical creation and deployment of composite websites that integrate existing information systems and
data from inside and outside the enterprise.

PRODUCT HIGHLIGHTS
• Out-of-the-box productivity with rapid site creation and maintenance
• Easy custom application creation and integration
• Simplified management of multiple portals and applications
• Robust personalization and secure delivery
• Enterprise-class availability to support WWW demands
• Comprehensive integrations that drive compelling experiences and improve site performance
• AJAX-powered portlets that enable dynamic user interaction with applications and content
• Ability to aggregate enterprise content managed capabilities via OpenText Content Server and
Microsoft® SharePoint®

KEY INTEGRATIONS
• Open Text Content Server • OpenText Portlets for Content Server
• Microsoft SharePoint
® ® • OpenText Portlets for SharePoint®

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PRODUCT: O PEN T E X T P O RTA L O P TIO N S on premises

DESCRIPTION
OpenText Portal Options extend OpenText Portal functionality to a back-end document management system
such as OpenText Content Server or Microsoft® SharePoint®.

PRODUCT OVERVIEW
Portal Options provide a highly scalable and efficient means of aggregating content and applications for
use across a variety of initiatives inside and outside the firewall. OpenText Portlets for Content Server and
SharePoint is a library of portlets that allows users to interact with one or more instances of Content Server
or SharePoint within OpenText Portal-managed web pages, which in turn enables users to stay within the
context of their portlets while leveraging the document management capabilities of the back-end system.

PRODUCT HIGHLIGHTS
• OpenText Portlets for Content Server enables users to create and manage folders and documents while
staying in the context of their employee intranet, extranet, or Internet website and to associate additional
metadata such as categories and Content Server attributes for documents and folders to help better identify,
track, and find content
• OpenText Portlets for SharePoint provides the ability for organizations to create composite mash-up
applications and views based on Microsoft SharePoint content and giving end-users the option to select
preconfigured views, create new views, or filter personalized list views

KEY INTEGRATIONS
• OpenText Content Server
• Microsoft® SharePoint®

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PRODUCT: O PEN T E X T Q FINITI M A N AG ED S ERVI CE S on premises

DESCRIPTION
OpenText Qfiniti Managed Services delivers a custom-configured software bundle that includes both the
entire OpenText Qfiniti modular workforce optimization (WFO) suite, as well as OpenText Explore advanced
Voice of Customer (VoC), speech, and multichannel analytics, on a single custom-built, high-density server
system, which is installed inside your network and managed remotely by an expert OpenText operations team.

PRODUCT OVERVIEW
Qfiniti Managed Services customers can implement this solution on a monthly subscription basis, to convert high
CapEx costs into one low monthly operational expense, with the ability to easily scale up or down—paying only for
usage. In addition, a simpler hardware and software architecture translates into higher reliability while providing
complete workforce optimization and speech recording functionality for as many as 1,800 agents. Finally, this
solution requires significantly fewer resources to manage workforce optimization in the contact center and
back office. As a result, customers can save more than 60% in total costs compared to traditional systems, while
decreasing their overall carbon footprint.

PRODUCT HIGHLIGHTS
• Turn one-time capital expenditures into an elastic operational cost, with an economical “pay-as-needed”
delivery model
• Remove the high cost of one-time WFO software purchases from the equation and replace it with an elastic
operational expense and flexible, efficient leasing model
• Benefit from the industry’s first workforce optimization platform that offers the cost and resource elasticity
normally associated with cloud deployment, while also preserving the on-premises stability and security
provided by your existing infrastructure and familiar applications
• Transform your contact center operations with a solution architected to scale to 100% of your big data needs,
making real-time analysis of all the data collected in the contact center possible

KEY INTEGRATIONS
• OpenText Qfiniti
• OpenText Explore

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FAMILY: O PEN T E X T E X PERIEN CE S UIT E cloud

PRODUCT: O PEN T E X T T EL EFO R M on premises

DESCRIPTION
OpenText TeleForm automatically captures, classifies, and extracts information from paper and electronic
documents using powerful recognition technologies, creating accurate process-ready content.

PRODUCT OVERVIEW
TeleForm offers a single platform for capturing all documents at the point they are received by the organization, across
different departments, businesses, and geographies. This unified approach to document capture improves business
operations across the enterprise through process acceleration, cost reduction, lower compliance risk, enforced
process consistency, and increased information security. TeleForm provides an essential digital on-ramp for paper in
digital transformation activities, EIM solutions, and CEM projects, capturing information and documents provided
by customers, automating document workflows, and ensuring efficient and consistent customer processes..

PRODUCT HIGHLIGHTS
• Advanced design & distribution enable the creation of forms with embedded logic, integration of live data, and
distribution
• Flexible capture options allow for document capture on demand or in a batch directly from scanners and
MFPs, fax, email, web browsers, and mobile devices
• Powerful recognition technology for information extraction from documents with powerful OCR, handprint,
barcode, checkbox, and other recognition technologies
• Intelligent document recognition automatically identifies, classifies, and extracts relevant data from
semi-structured and non-standard documents
• Seamless data validation and verification with business rules
• Automated export and processing

KEY INTEGRATIONS
• OpenText LiquidOffice
• OpenText Content Server
• OpenText RightFax
• OpenText Capture Center
• Microsoft® SharePoint®
• Hewlett Packard®
Enterprise Content Manager
• iManage® Work

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FAMILY: O PEN T E X T E X PERIEN CE S UIT E cloud

PRODUCT: O PEN T E X T VID EO S ERVI CE S on premises

DESCRIPTION
OpenText Video Services is a subscription-based video management and streaming solution.

PRODUCT OVERVIEW
Video Services enables organizations to build their brand, sell products, improve communications and learning,
and increase advertising revenue by providing advanced video management and delivery capabilities. Video
Services can help companies drive greater traffic and engagement, reduce the cost and complexity of imple-
menting enterprise video, and reliably deliver video to any device.

PRODUCT HIGHLIGHTS
• Enables rapid deployment of video outside firewall
• Dynamically scalable—maximizes performance while minimizing customer cost and complexity
• Security infrastructure allows for limited viewing restrictions based on audience
• Customizable players with user behavior tracking and complete reporting
• A web console with a single administrative interface enables users to upload and ingest video assets, manage
assets and metadata, crop and organize content into playlists, preview and play assets, and review reports
and metrics
• A comprehensive REST API
• Out-of-the-box HTML5 and available Adobe® Flash® players that provides seamless integration with
existing website
• Conversion of a wide array of source digital formats into many popular video output formats, resolutions, size,
and aspect ratio (video, mobile, podcast, and IPTV formats)
• Live user behavior analytics and more than 20 standard reports out of the box

KEY INTEGRATIONS
• OpenText Media Management • OpenText Content Server
• OpenText Media Management On Demand • OpenText Web Experience Management
for SAP)

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PRODUCT: O PEN T E X T W EB E X PERIEN CE on premises


M A N AG EM EN T

DESCRIPTION
OpenText Web Experience Management is a powerful solution for creating and managing content for
enterprise Internet, mobile, extranet, or intranet applications. It is designed to engage the capabilities of
key web content contributors and administrators, no matter their skill level, while providing enriched
management tools to site developers and designers.

PRODUCT OVERVIEW
Web Experience Management is an enterprise-grade solution for creating and managing compelling web
content across all organizational boundaries, customer-centric touch points—intranet or extranet, public
or private. The digital-first enterprise understands the importance of standardizing on a transaction-
oriented solution that is robust enough to scale across the organization but is also responsive to the business
requirements of most content marketers—especially with the high demands in mobile, social, and video today.

PRODUCT HIGHLIGHTS
• Edits objects like views, page, or region layouts that contain markuplanguages or Javascript® code or JSP®
presentation. Customers can decide when and where to use this flavor of templating
• Delivers granular-level segmentation and targeting capabilities that can be executed at the content,
component, or regional level
• Personalizes campaigns, releases, projects, or any other collection of related content.
• Automatically view and use media from OpenText Media Management with no syncing required. Once the
Media Management connection has been configured, media assets appear in the external content palette
and can be dragged onto a web page.
• Integration of third-party functionality as an integrated, surfaced content component.
• Embedded analytics report and use log data and content usage presented in dashboard views to show the
experience of their customers

KEY INTEGRATIONS
• OpenText Media Management
• OpenText Content Server
• OpenText Directory Services
• Translations.com® language services
• Adobe® Livefyre social components

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PRODUCT: O PEN T E X T W EB E X PERIEN CE on premises


M A N AG EM EN T O P TIO N S

DESCRIPTION
Web Experience Management Options are add-ons to an enterprise Content Management System application
solution that help provide consistent and engaging user experiences.

PRODUCT OVERVIEW
Web Experience Management (WEM) Options, such as OpenText High-Performance Web Delivery, OpenText
Semantic Navigation, and OpenText embedded Analytics, supplement WEM to help companies convert valuable
visitors into loyal customers by giving them the information they want in a natural and identifiable format. They
help transform data into insight, engage customers with targeted and personalized messages, increase online
conversion rates, lower customer support cost, and generate more qualified leads.

PRODUCT HIGHLIGHTS
• High-Performance Web Delivery provides a unique, integrated combination of real-time caching and intel
ligent cache management that improves dynamic website performance and makes sites more scalable, while
reducing cost and manual overhead
• Semantic Navigation analyzes and indexes the content on an organization’s website and applies content
analysis algorithms to build a detailed semantic footprint for every page and present website visitors with
relevant information
• Embedded Analytics enables WEM customers to report and use log data and content usage presented in
dashboard views to show the experience of their customers

KEY INTEGRATIONS
• OpenText Content Server
• OpenText Web Experience Management
• OpenText Media Management

E X P E R I E N C E S U I TE | 2 7
BUSINE SS NE T WORK

BU S I NES S NETWORK
CLOUD-BASED OFFERINGS
Trading Grid
Trading Grid Messaging Service
Trading Grid for Excel
Trading Grid Analytics
B2B Managed Services
Expert Onboarding
Active Orders
Active Invoices with Compliance
Active Community
Active Intelligence
Active Catalogue
SAP® Connector for Production Messaging

CLOUD-BASED ADD-ONS
Intelligent Web Forms
Cloud Based Translation
File Transfer Service (FTS) for B2B Managed Services
SWIFT Service Bureau
Notifications
Fax2Mail
Fax2Mail for Healthcare
Email2EDI
Fax2EDI

ON-PREMISES ADD-ONS
BizManager
RightFax Server
RightFax Connect
RightFax Express
RightFax Healthcare Direct

W W W.OPENTEX T.COM/BN MAIN MENU


OVERVIEW

DESCRIPTION

OpenText Business Network offers a comprehensive portfolio of cloud-based services and


software that facilitate the efficient, secure, and compliant exchange of information inside and
outside of organizations.

OVERVIEW

Through secure information exchange and managed services, Business Network enables
organizations to accelerate and control how information is delivered and automate and
optimize mission-critical business processes, such as supply chain, logistics, corporate
treasury, and bank-to-bank integration. Business Network is comprised of two primary
portfolios: (1) business-to-business (B2B) integration for exchanging structured data—
such as EDI and XML—between businesses, enabling electronic transactions, and
optimizing supply chain processes and (2) secure on-demand messaging (ODM) for
exchanging unstructured information using large-file transfer, fax software and services,
and voice/SMS/email/fax notifications. Business Network also includes comprehensive
Managed Services, which can be delivered in the Cloud, on-prem, a hybrid of both, or as
fully managed services.

KEY BENEFITS
• Extend your Enterprise Information Management strategy to a trading network of partners
• Simplify information exchange
• Accelerate and control how information is delivered
• Reduce cost
• Focus on core business vs. integration complexity
• Speed time-to-market, accelerate time-to-revenue
• Expand addressable market
• Increase supply chain visibility and control
• Ensure compliance with extended governance policies and best practices across channels
• Increase the security and reliability of sensitive or complex communications

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PRODUCT: O PEN T E X T TR A DIN G G RID on premises

DESCRIPTION
OpenText Trading Grid is the cloud-based platform for OpenText Business Network.

PRODUCT OVERVIEW
Trading Grid is a foundational set of technologies that facilitates the efficient, secure, and compliant flow
of information between enterprises and encompasses the entire B2B value chain. It facilitates an enormous
volume of transactional and conversational data through a host of methods (EDI, web forms, fax, email, etc.),
protocols (OFTP, HTTS, SFTP, JCA, AS2, etc.), and standard formats (ANSI, ISO, SWIFT, XML, IDOC, etc.).
OpenText B2B Integration services and applications build upon the Trading Grid platform.

PRODUCT HIGHLIGHTS
• Cloud-based B2B integration
• Flexible user provisioning
• Regional data centers built with redundant, high-availability infrastructure
• Secure, audited data centers with multiple certification
• Global support in 12 languages
• Real-time transaction monitoring, tracking, and analytics
• Integrates directly to ERP systems

KEY INTEGRATIONS
• OpenText B2B Managed Services
• OpenText Trading Grid Messaging Service
• OpenText Active Orders
• OpenText Active Invoices with Compliance
• OpenText Active Intelligence

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PRODUCT: O PEN T E X T TR A DIN G G RID on premises


M E S S AG IN G S ERVI CE

DESCRIPTION
OpenText Trading Grid Messaging Service enables the secure electronic exchange of business documents,
including support for EDI, XML, and proprietary formats.

PRODUCT OVERVIEW
Trading Grid Messaging Service enables the electronic exchange of business documents in a secure, fast, and
reliable manner. Documents can be sent in any format including extensive support for EDI document standards.
Trading Grid Messaging Service can be accessed via the Internet using a variety of communications options such
as FTP and AS2.

PRODUCT HIGHLIGHTS
• Support for EDI (ANSI X12, EDIFACT, TRADACOMS), proprietary formats (spreadsheets, SAP IDocs, flat
files), and XML (RosettaNet, ebXML) standards
• Private networking options include leased line, MPLS and VPN, as well as industry networks such as
ANX and ENX
• Support for IP protocols including AS2, AS3, HTTP/S, FTP/SSL, SFTP, and FTP over private IP
• Available proprietary and regional connectivity protocols including MQ, OFTP/OFTP2, and X.400
• Robust online program management through the Trading Grid Online administrative portal, including
real-time insight into B2B transactions and analytic reporting through Active Documents
• Secure and reliable infrastructure delivered in an SSAE16-certified operating environment, hosted in state
of the art Tier 4 data centers, including extensive disaster recovery and 24x7 technical support

KEY INTEGRATIONS
• OpenText B2B Managed Services
• OpenText Intelligent Web Forms
• OpenText Trading Grid for Excel®
• OpenText BizManager
• OpenText TrustedLink
• OpenText Active Invoices with Compliance
• OpenText Active Intelligence
• OpenText Active Catalogue
• EasyLink Network

BU S I N E S S N E T W O RK | 3 1
FAMILY: O PEN T E X T B U S IN E S S N E T WO RK cloud

PRODUCT: O PEN T E X T TR A DIN G G RID FO R E XCEL on premises

DESCRIPTION
OpenText Trading Grid for Excel® is a service that enables small- to medium-sized business partners
electronically create, send, and receive electronic documents using Microsoft ® Excel®.

PRODUCT OVERVIEW
Trading Grid for Excel enables organizations to trade electronically with Excel-based B2B suppliers or buyers, offer-
ing a very short time to benefit. Using customized Excel-based spreadsheet templates, business partners can view
and/or create business documents such as orders, invoices, or forecasts according to specific requirements. These
documents can automatically flow into back-office systems for processing. There is no EDI software required to
license or install.

PRODUCT HIGHLIGHTS
• Rapid registration and download of customized Excel template(s)
• Ability to use Excel as usual to fill in business documents
• Document turnaround, templates, and built-in data validation and business rules help ensure data accuracy
and document completeness
• User interface availability in Czech, English, French, German, Greek, Italian, Korean, Portuguese, Simplified
Chinese, Spanish and Japanese

KEY INTEGRATIONS
• OpenText Trading Grid Messaging Service
• OpenText B2B Managed Services
• Microsoft® Office®

BU S I N E S S N E T W O RK | 3 2
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PRODUCT: O PEN T E X T TR A DIN G G RID A N A LY TI C S on premises

DESCRIPTION
OpenText Trading Grid Analytics uses a combination of business and operational analytics to provide deep
and rich insights into transaction-based documents flowing across the OpenText Business Network.

PRODUCT OVERVIEW
Trading Grid Analytics is a cloud-based analytics platform that provides deep supply chain insights and intelligence.
Trading Grid Analytics reports on two key groups of metrics: “operational”, which analyses transaction volume
trends, and “business”, which introspects each transaction document and uses the content to report on a number
of supply chain metrics. The ability to monitor operational and business analytics allows more informed business
decisions to be made.

PRODUCT HIGHLIGHTS
• Trading Grid Analytics is built on a dedicated OpenText Managed Services platform
• Utilizes a best-in-class embedded analytics platform, OpenText Actuate Information Hub
• Measures nine key metrics, two operational-based metrics, and seven business-based metrics
• Provides simple and intuitive graphical dashboards with drill-down reporting into any of the nine key metrics
• Supports EDIFACT- and ANSI X12-based EDI transactions

KEY INTEGRATIONS
• OpenText B2B Managed Services
• OpenText Actuate Information Hub (iHub)

BU S I N E S S N E T W O RK | 3 3
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PRODUCT: O PEN T E X T B2B M A N AG ED S ERVI CE S on premises

DESCRIPTION
OpenText B2B Managed Services is a hosted business-to-business (B2B) outsourcing service that manages
B2B integration operations.

PRODUCT OVERVIEW
B2B Managed Services provides the expertise, technical infrastructure, and process support for critical B2B pro-
grams. B2B Managed Services experts perform all activities such as mapping, connectivity, onboarding, testing,
monitoring, and end-user support, quickly connecting business partners, and scaling up and down the number of
people on projects as required. All required technology is hosted in an integration cloud so there is no software to
license or hardware to buy.

PRODUCT HIGHLIGHTS
• Global infrastructure that provides the highest levels of uptime, throughput, and intrusion prevention
• Map and forms development for any industry-standard messages, including EDI, XML,
and structured file format
• Support for complex mapping scenarios
• Community onboarding for business partners including customers, suppliers, distributors, logistics providers,
and financial institutions includes education and consultation
• Activity monitoring of B2B infrastructure and trading partner communications that proactively identifies,
troubleshoots, and resolves exception scenarios
• End-to-end visibility into the lifecycle of all transactions, including timely status alerts via easy-to-use
online portal
• 24x7 call center support, troubleshooting, and problem resolution in time zones around the world in 12 languages

KEY INTEGRATIONS
• SAP®
• Oracle®
• OpenText Active Orders
• OpenText Active Invoices with Compliance
• OpenText Active Intelligence

BU S I N E S S N E T W O RK | 3 4
FAMILY: O PEN T E X T B U S IN E S S N E T WO RK cloud

PRODUCT: O PEN T E X T E X PERT O N B OA R D IN G on premises

DESCRIPTION
OpenText Expert Onboarding offers best-in-class community management through global trading partner
ramping services, technical support, and program management.

PRODUCT OVERVIEW
Expert Onboarding provides a team of specialists and services that use best practices and tools to implement
an organization’s business partners, such as suppliers, customers, financial institutions, and third-party logistics
companies, so they can participate in and comply with e-commerce initiatives. Expert Onboarding enables the
quick, successful launch of e-commerce programs, providing the proven tools and expertise needed for ongoing
success—be it EDI, data synchronization, AS2, or VAN migrations.

PRODUCT HIGHLIGHTS
• Proven community implementation methodology
• Customized program development and management
• Partner communications via email, phone calls, and surveys
• Program awareness and education via a variety of methods, such as webinars, training materials,
and personalized micro-websites
• Testing facilities and technical support to guide partners through the connectivity, testing, and setup processes
• Transition capabilities for ongoing community support and change management

KEY INTEGRATIONS
• OpenText Trading Grid Messaging Service
• OpenText B2B Managed Services
• OpenText Intelligent Web Forms
• OpenText Trading Grid for Excel®
• OpenText Active Orders
• OpenText Active Invoices with Compliance
• OpenText Active Catalogue

BU S I N E S S N E T W O RK | 3 5
FAMILY: O PEN T E X T B U S IN E S S N E T WO RK cloud

PRODUCT: O PEN T E X T AC TIV E O R D ER S on premises

DESCRIPTION
OpenText Active Orders is a cloud-based business solution for automating and optimizing supply chain processes
with small- and medium-sized suppliers that are not ready or able to implement traditional EDI or B2B systems.

PRODUCT OVERVIEW
For large buying organizations such as retailers and manufacturers who have a large community of suppliers/
trading partners who are not digitally enabled, OpenText Active Orders is a simple, intuitive, portal-based B2B
integration application that provides complete transaction management and 360° supply chain visibility with
non-digital suppliers. Unlike manual integration and collaboration processes, our solution enables an automated
and fully integrated P2P process, allowing customers to collaborate efficiently with all their suppliers and ulti-
mately improving business performance.

PRODUCT HIGHLIGHTS
• Orders generated by the buyer’s ERP application are communicated to suppliers via EDI, XML, or format of
their choice and received by suppliers via the Active Orders portal
• Notifications can be sent to end users responsible for order fulfillment, customer service, and sales function
• Suppliers can generate Automated Shipment Notifications (ASN) specifying the details of the contents, arrival
date, and transportation carrier for an upcoming delivery
• More than 100 configurable data quality rules can be adjusted to ensure the buyer always receives an
accurate and complete ASN
• With logistics track and trace, carriers and logistics providers can provide shipment status updates via EDI or
the web portal
• Supplier and carrier performance analytics provide a visual summary of performance against key indicators
• Supports special business processes such as Vendor Managed Inventory, cross-docking, Evaluated Receipt
Settlement, and Direct Store Delivery
• Interface support to leading Warehouse Management System solutions from Oracle®, SAP®, Red Prairie®,
i2®, JDA®, Manhattan Associates™, and others

KEY INTEGRATIONS
• OpenText B2B Managed Services
• OpenText Active Invoices with Compliance

BU S I N E S S N E T W O RK | 3 6
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PRODUCT: O PEN T E X T AC TIV E IN VOI CE S on premises


WIT H CO M PLIA N CE

DESCRIPTION
OpenText Active Invoices with Compliance enables your Accounts Receivable or Accounts Payable team to
globally exchange electronic invoices that comply with country-specific e-invoicing regulations.

PRODUCT OVERVIEW
Active Invoices with Compliance enables enterprises to reduce paper, increase automation, and add compliance
to B2B, B2C, and B2G invoice processes. Seamlessly process Electronic Data Interchange (EDI) invoices as well
as convert emails, faxes, and paper documents into electronic data with additional capture solutions to help
centralize invoice data and reduce the use of paper. For both buyers and sellers, OpenText can help accurately
validate electronic data to reduce errors. For buyers specifically, we provide for efficient processing to help
increase automation.

PRODUCT HIGHLIGHTS
• Reduces errors and time spent in manual processes
• Reduces paper and align with corporate-wide green initiatives
• Integrates invoice information with ERP and SRM applications
• Maintains compliance of B2B, B2C, and B2G transactions as regulations change and take effect.
• Improves cash flow management and supply chain finance

KEY INTEGRATIONS
• OpenText Trading Grid Messaging Service
• OpenText B2B Managed Services

BU S I N E S S N E T W O RK | 3 7
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PRODUCT: O PEN T E X T AC TIV E CO M M U NIT Y on premises

DESCRIPTION
OpenText Active Community is a cloud-based enterprise community management solution that delivers
people and process solutions across the supply chain.

PRODUCT OVERVIEW
Active Community offers a fully hosted solution to enable your company with effective supplier information
management. Unify all of your partner information in a single comprehensive supplier directory and ensure that
your data is secure yet accessible to authorized parties. Gain efficiency in your collaboration with partners with
more accurate, up-to-date contact information, and easy-to-use communications tools. Also, configure Active
Community to match your current onboarding procedures, workflow processes, and community initiatives.

PRODUCT HIGHLIGHTS
• Creates a centralized, real-time source of your supplier information, including contacts, B2B capabilities,
performance, and compliance
• Reduces your manual processes and costs for supplier management
• Enables your partners to manage their profile information and receive customized alerts or updates
• Communicates and conducts surveys with your partners more efficiently
• Gains insight into your performance-affecting supply chain disruptions
• Leverages supplier information to mitigate your business and operational risk
• Collaborates with your community for compliance, transparency, and sustainability initiatives

KEY INTEGRATIONS
• Oracle®
• SAP®

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PRODUCT: O PEN T E X T AC TIV E IN T EL LIG EN CE on premises

DESCRIPTION
OpenText Active Intelligence is a hosted service that improves the quality and timeliness of electronic
transactions, avoiding any impact on back-office processes.

PRODUCT OVERVIEW
Active Intelligence is a service that monitors B2B transactions in real time as they flow through the network
to ensure that they are accurate and comply with a company’s business rules. The service sends alerts when
transactions are not accurate or do not comply with business rules, providing the critical visibility needed for
efficient and effective B2B operations.

PRODUCT HIGHLIGHTS
• Real-time data quality check
• Cross-document comparisons ensure that data that is common across documents is accurate and complete
• Quarantines for duplicate documents and documents with errors
• Real-time email alerts for document arrival or rejected, missing, or late documents
• Self-service portal for research, reporting, and action via Trading Grid Online
• Business rules tailored to the company’s processes

KEY INTEGRATIONS
• OpenText Trading Grid Messaging Service
• OpenText B2B Managed Services

BU S I N E S S N E T W O RK | 3 9
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PRODUCT: O PEN T E X T AC TIV E C ATA LO G U E on premises

DESCRIPTION
OpenText Active Catalogue is a hosted Software as a Service (SaaS) application that enables product data
synchronization between retailers and suppliers.

PRODUCT OVERVIEW
Active Catalogue is the retail industry’s leading product data synchronization application that allows marketers,
manufacturers, and suppliers to share their latest product information (such as price, style, color, size, and more
than 600 product attributes and images) with retailers. Active Catalogue offers a complete solution for item set-
up and synchronization, supporting the latest GS1 System global standards and initiatives so that companies can
move forward with confidence in a standards-based technology when they are ready.

PRODUCT HIGHLIGHTS
• A large database of product information with more than 150 million unique items
• More than 600 different product attributes, such as brand name, description, price, style, color, and size
• Certified by GS1 as compliant for 1SYNC® users
• Extended data attributes hold all product content and share it with retail customers
• Support for multiple implementations including Web Services, inbound EDI 832, XML,
flat file (CSV) documents, and web-based data entry
• Multiple access point options for retailers including web-based user interface, EDI,
XML, and real-time application integration
• Support for the exchange of unstructured data, such as stock photography and QR codes

KEY INTEGRATIONS
• OpenText Intelligent Web Forms

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PRODUCT: O PEN T E X T S A P CO N N EC TO R FO R on premises


PRO D U C TIO N M E S S AG IN G

DESCRIPTION
OpenText SAP® Connector for Production Messaging enables the sending and receiving of faxes through
certified integration with SAP® applications.

PRODUCT OVERVIEW
SAP Connector for Production Messaging provides a seamless interface to SAP, enabling the sending and
receiving of faxes without the need for any on-premises hardware or software. Additionally, fax workflows can
be integrated into existing SAP® workflows to make end-to-end order-to-cash processes more efficient. The
result is easy and cost-effective fax automation through existing SAP infrastructures that allows organizations
to never have to send or receive a paper fax again. It also optimizes the ability to process orders, purchase, pay
and invoice in the cloud.

PRODUCT HIGHLIGHTS
• Ensures proven, certified SAP integration
• Transmits faxes easily and cost-effectively via SAP®
• Accesses fax delivery status within SAP®
• Accounts for delivery status via SAP® workflows
• Supports all email message formats, attachments and character sets

KEY INTEGRATIONS
• EasyLink Production Messaging
• SAP Netweaver®

BU S I N E S S N E T W O RK | 4 1
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PRODUCT: O PEN T E X T IN T EL LI G EN T W EB FO R M S on premises

DESCRIPTION
OpenText Intelligent Web Forms is a service that enables small and medium-sized businesses (SMB) to create,
send, and receive electronic documents using a web browser.

PRODUCT OVERVIEW
Intelligent Web Forms offers businesses a simple web forms application where they can view and create electronic
documents like purchase orders, ship notices, invoices, and remittance advices. There is no EDI software to
license or install. All that is required is an Internet connection and a browser. The web forms look just like their
paper equivalents, so there is minimal training required to enable SMB partners in your B2B community

PRODUCT HIGHLIGHTS
• Web forms can be built to unique specifications so suppliers/customers can send information in the
exact data fields that ERP applications are expecting
• Pre-populated forms, drop-down lists, and document turn-around capabilities minimize data entry
and speed document creation
• Built-in data validation and business rules help ensure data accuracy
• Built-in intelligent search functionality
• Real-time product lookup enables customers to easily create purchase orders for valid products
• Web forms interface availability in English, Czech, French, German, Greek, Italian, Portuguese, Spanish,
Korean, Simplified Chinese, and Japanese

KEY INTEGRATIONS
• OpenText Trading Grid Messaging Service
• OpenText B2B Managed Services

BU S I N E S S N E T W O RK | 4 2
FAMILY: O PEN T E X T B U S IN E S S N E T WO RK cloud

PRODUCT: O PEN T E X T CLO U D BA S ED TR A N S L ATIO N on premises

DESCRIPTION
OpenText Cloud Based Translation provides the electronic exchange of business documents in a secure, fast,
and reliable manner to your entire trading community in the data formats they require. Translation of data
formats from your back-end application formats to the data formats required by tour partners is delivered as
a service in the cloud.

PRODUCT OVERVIEW
Cloud Based Translation uses the OpenText Trading Grid, the world’s most powerful B2B integration network
that enables and streamlines cross-enterprise business processes while supporting all popular data formats
and communication standards, including EDI (ANSI and EDIFACT), Internet EDI (AS2), and XML. OpenText
B2B integration professionals manage data-mapping and translation implementation, perform change man-
agement, and can provide support 24 x 7 to ensure successful document exchange with your trading partners
through the Trading Grid.

PRODUCT HIGHLIGHTS
• Leverages the world’s most powerful B2B integration network
• Reduces investments in B2B infrastructure
• Overcomes B2B staffing difficulties and need for EDI expertise in house
• Meets your partners’ EDI requirements with a model for managing ongoing change

KEY INTEGRATION
• OpenText Trading Grid Messaging Service
• OpenText B2B Managed Services
• OpenText BizManager

BU S I N E S S N E T W O RK | 4 3
FAMILY: O PEN T E X T B U S IN E S S N E T WO RK cloud

PRODUCT: O PEN T E X T FIL E TR A N S FER S ERVI CE (F T S) on premises


FO R B2B M A N AG ED S ERVI CE S

DESCRIPTION
OpenText File Transfer Service (FTS) is a web-based file upload/download portal for B2B Managed Services
customers’ trading partner communities.

PRODUCT OVERVIEW
FTS is a cloud-based service that enables a relatively “low tech” community of trading partners (TP) to ex-
change and track files via a web interface to their “hub” buyer, the B2B Managed Services customer. Uploaded
files are routed to the appropriate Trading Grid service for translation, pass-through, batch, split, etc. before
they are delivered to the customer—a simple, easy mechanism for information exchange and integration for
small companies not equipped for EDI. This add-on to OpenText B2B Managed Services enables front-end data
translation between the customer and their trading partners.

PRODUCT HIGHLIGHTS
• FTS can exist both as a private-labeled frame within a customer’s portal and as an OpenText-branded Trading
Grid Online (TGO) application (via a separate TGO subscription for a customer)
• Single sign on (SSO) with customer’s portal
• Simple email inbox/outbox format showing “received files” and “submitted files”
• Supports sending additional parameters (attributes)
• Supports entitlement (show/hide based on permission of attributes)
• Community Management API allowing customer to establish new TPs and entitlements
• Meets customers’ white label branding and design requirements
• Delete or purge files

BENEFITS
• Simplify information exchange to ensure 100% digitization of trading ecosystems
• Apply integration and translation workflow before reaching customer systems
• Improve document visibility for hub and spokes
• Ensure consistent branding and experience for customer’s supplier community
• Improve security and control of information exchange

BU S I N E S S N E T W O RK | 4 4
FAMILY: O PEN T E X T B U S IN E S S N E T WO RK cloud

PRODUCT: O PEN T E X T S WIF T S ERVI CE B U R E AU on premises

DESCRIPTION
OpenText SWIFT Service Bureau allows financial institutions and corporations to access the SWIFT network
with a single access point through OpenText B2B Managed Services.

PRODUCT OVERVIEW
SWIFT Service Bureau enables financial institutions and corporations to quickly, easily, and cost effectively
gain access to the SWIFT network without taking on the administrative burdens or costs of managing an in-
house SWIFT IT infrastructure. SWIFT Service Bureau delivers a single, secure gateway to communicate finan-
cial messages such as payment instructions, bank statements, foreign exchange transactions, and securities
holdings reports between financial counterparties.

PRODUCT HIGHLIGHTS
• Secure, outsourced connectivity to the SWIFT network eliminates the need to invest in on-premises
infrastructure, maintenance, and personnel
• Support for any SWIFTNet message standard, including FIN, FileAct, and MT ISO 20022
• File translation and transformation capabilities enable work with the formats, protocols, and standards of
choice while still accessing the value of a SWIFT connection
• The same stringent information security standards and levels that banks rely on to communicate with
each other
• A global partner with a presence in major financial centers around the world to help engage and work in-
country with local banks and corporate divisions as well as with the rest of the global banking community

KEY INTEGRATIONS
• OpenText B2B Managed Services

BU S I N E S S N E T W O RK | 4 5
FAMILY: O PEN T E X T B U S IN E S S N E T WO RK cloud

PRODUCT: O PEN T E X T N OTIFI C ATIO N S on premises

DESCRIPTION
OpenText Notifications is a cloud-based service for managing global notifications via email, SMS, fax,
and voice.

PRODUCT OVERVIEW
Notifications allows organizations to improve business-critical correspondence by delivering valuable and timely
information the way customers prefer, whether it be via email, SMS, fax, or voice. The service enables organizations
to deliver proactive, personalized notifications in all major geographies and languages from a single, easy-to-use
web portal. Notifications helps enterprises achieve strategic communications goals such as improving overall
customer satisfaction, reducing call center costs, and accelerating the collection of accounts receivables.

PRODUCT HIGHLIGHTS
• Secure web-based portal for managing all notifications mediums—email, SMS, fax and voice
• Documented APIs for automatic launching and management of jobs
• Call script branching that can automate sophisticated multi-level questionnaires
• Voice notifications feature Text-to Speech (TTS) capabilities in over 40 languages including “hot key” options
for notified recipients to speak live with agents
• Call pacing features
• Dynamic inserts for message personalization
• Ability to distribute large files through email
• Cloud-based architecture

KEY INTEGRATIONS
• Back office software and systems

BU S I N E S S N E T W O RK | 4 6
FAMILY: O PEN T E X T B U S IN E S S N E T WO RK cloud

PRODUCT: O PEN T E X T FA X 2M A IL on premises

DESCRIPTION
OpenText Fax2Mail addresses the needs of today’s global enterprise by providing cloud-based desktop fax
solutions that are highly reliable, available, and secure.

PRODUCT OVERVIEW
Fax2Mail is a 100% outsourced email-based faxing service that allows employees to send and receive faxes
as electronic messages, directly from their email accounts—anytime, anywhere. Fax2Mail eliminates the
need for fax servers, fax machines, and related infrastructure in order to reduce fax messaging costs while
improving productivity.

PRODUCT HIGHLIGHTS
• On-demand, desktop fax messaging
• Industry-standard 128-bit encryption for sent and received faxes, encrypted data in transit and data at rest
• World-class network that scales to support large data transmissions and peak periods
• Active Directory Synchronization streamlines new user onboarding
• Assortment of User Interfaces (UIs) including email clients and print drivers
• Optional Microsoft Office® toolbar that enables faxing attachments directly from Outlook®, Word®, Excel®,
and PowerPoint®
• Web Services API ensures easy integration with any system, solution, or application
• Fax2Mail can be accessed in “walk-up fashion” directly at Xerox® ColorQube 8700 Multi-Function
Printers (MFPs)

KEY INTEGRATIONS
• OpenText Cloud Capture • Common email and desktop applications and programs
• OpenText Document Capture and Management • Back-office software and systems
• OpenText Workflow Services • MFP Integrations – Xerox ColorQube 8700 MFPs
and Konica Minolta® MFP devices

BU S I N E S S N E T W O RK | 4 7
FAMILY: O PEN T E X T B U S IN E S S N E T WO RK cloud

PRODUCT: O PEN T E X T FA X 2M A IL FO R H E A LT H C A R E on premises

DESCRIPTION
OpenText Fax2Mail for Healthcare is a cloud-based fax solution built specifically for US healthcare. Fax2Mail
for Healthcare offers healthcare providers an integrated platform to deliver patient information, streamlining
patient care while optimizing clinical workflows.

PRODUCT OVERVIEW
Fax2Mail for Healthcare is a cloud-based solution for healthcare engineered to combine multiple forms of pa-
tient information exchange (cloud fax, Direct messaging, electronic document exchange, etc) in a single, easy-
to-use portal. It also digitizes document workflows—sending patient documents for a doctor’s review, request-
ing records, processing referrals and transitions of care—by mimicking what clinicians are doing manually today.

PRODUCT HIGHLIGHTS
• Reduces the burden of paper-based and manual healthcare workflows and enables digital transformation in
the healthcare industry
• Combines all forms of information exchange and manages healthcare workflows in a single location with built-
in integration to external systems, such as EMRs
• Enables fully electronic, interoperable, digital patient information exchange to connect with other
healthcare providers using any form of common exchange such as fax, Direct messages, and electronic
document exchange
• Eliminates fax machines and fax-related onsite infrastructure, software fees, telecom charges, and
capital costs

KEY INTEGRATIONS
• OpenText Fax2Mail

BU S I N E S S N E T W OR K C LO U D | 4 8
FAMILY: O PEN T E X T B U S IN E S S N E T WO RK cloud

PRODUCT: O PEN T E X T EM A IL 2ED I on premises

DESCRIPTION
OpenText Email2EDI can enable small- and medium-sized businesses (SMBs) in your trading community to
quickly, easily, and cost-effectively participate in EDI programs. Email2EDI extends trading partner automation
to organizations that prefer to send business documents via email attachments or because they are not able to
support EDI themselves. The solution ensures customers can attain maximum trading partner automation for
improved supply chain operations.

PRODUCT OVERVIEW
Email2EDI is a cloud-based service with capture and document recognition technology to transform email at-
tachments, such as PDF files or other images, into machine-readable information. Receive data from your non-
EDI capable vendors and automatically populate systems with data shortly after receiving the email. Email2EDI
converts the inbound email attachments into data in the format of your choice and extracts key data fields to
simplify integration to backend systems and improve data quality. Eliminate rekeying with 99.5%+ data accura-
cy, and meet your messaging needs across markets with seamless recognition for multiple languages.

PRODUCT HIGHLIGHTS
• Receives emails with attachments and converts them into structured, standard XML or EDI formats with
OpenText Capture Center
• Populates converted data into backend systems such as ERP to enhance automation
• Uses custom workflow and business rules to improve document processing and integration, enabling
customers to manage by exception
• Supports automation for email attachments in multiple languages, including English, Spanish, French, German,
and Dutch with additional languages available depending on requirements

BENEFITS
• Automate email-based processes with SMB trading partners
• Accurately receive non-EDI content in your required format, EDI or XML
• Populate converted data into your systems
• Gain seamless automation for receiving emails in multiple languages
• Accelerate ROI with new ERP investments

BU S I N E S S N E T W O RK | 4 9
FAMILY: O PEN T E X T B U S IN E S S N E T WO RK cloud

PRODUCT: O PEN T E X T FA X 2ED I on premises

DESCRIPTION
OpenText Fax2EDI can enable small- and medium-sized businesses (SMBs) in your trading community to
quickly, easily, and cost-effectively participate in EDI programs. Fax2EDI extends trading partner automation
to organizations that prefer to send business documents via fax or because they are not able to support EDI
themselves. The solution ensures customers can attain maximum trading partner automation for improved
supply chain operations.

PRODUCT OVERVIEW
Fax2EDI is a cloud-based service with capture and document recognition technology to transform faxes into
machine-readable information. Receive data from your non-EDI capable vendors and automatically populate
systems with data shortly after receiving the fax. Fax2EDI converts the inbound fax information into data in the
format of your choice and extracts key data fields to simplify integration to backend systems and improve data
quality. Eliminate rekeying with 99.5%+ data accuracy, and meet your messaging needs across markets with
seamless recognition for multiple languages.

PRODUCT HIGHLIGHTS
• Receives faxes and converts into structured, standard XML or EDI formats with OpenText Capture Center
• Populates converted data into your backend systems such as ERP to enhance automation
• Uses custom workflow and business rules to improve document processing and integration, enabling
customers to manage by exception
• Supports automation for faxes in multiple languages, including English, Spanish, French, German, and
Dutch with additional languages available depending on requirements

KEY INTEGRATIONS
• Automate fax-based processes with SMB trading partners
• Accurately receive non-EDI content in your required format: EDI or XML
• Populate converted data into your systems
• Gain seamless automation for receiving faxes in multiple languages
• Accelerate ROI with new ERP investments

BU S I N E S S N E T W O RK | 5 0
FAMILY: O PEN T E X T B U S IN E S S N E T WO RK cloud

PRODUCT: O PEN T E X T BIZM A N AG ER on premises

DESCRIPTION
OpenText BizManager is a family of software that offers a complete B2B communications gateway for mes-
saging, Managed File Transfer (MFT), and data translation.

PRODUCT OVERVIEW
The BizManager family of products offers a comprehensive platform for MFT, messaging, mapping, translation,
tracking, and auditing your B2B transactions. By sharing technology with the OpenText Trading Grid—the world’s
largest B2B network—and incorporating and simplifying industry standards, BizManager ensures the uninterrupted
flow of information and direct, secure transport of all types of data and documents. BizManager includes OpenText
BizLink, OpenText BizConnect, OpenText BizManager400, and OpenText BizManager with Transformation.

PRODUCT HIGHLIGHTS
• Connects and controls your internal and external information exchange with a consolidated solution
• Exchanges large files seamlessly and securely with B2B partners
• Meets industry mandates and trading partner requirements
• Maximizes efficiencies, transaction-processing costs, and cycle times
• Gains real-time visibility and reporting for information exchange
• Integrates with existing back-office systems with ease
• Plans for future growth with a flexible, scalable solution

KEY INTEGRATIONS
• OpenText Trading Grid Messaging Service
• OpenText B2B Managed Services

BU S I N E S S N E T W O RK | 5 1
FAMILY: O PEN T E X T B U S IN E S S N E T WO RK cloud

PRODUCT: O PEN T E X T RI G H T FA X S ERV ER on premises

DESCRIPTION
OpenText RightFax Server provides an enterprise-grade fax solution designed for organizations to integrate
fax with virtually any industry application.

PRODUCT OVERVIEW
RightFax Server integrates fax and document distribution with email, desktop, and document management
applications and enables high-volume fax delivery from Customer Relationship Management (CRM),
Enterprise Resource Planning (ERP), and other host applications. RightFax fax server has the most
comprehensive set of features that allow organizations to eliminate standalone fax machines and inefficient
handling of paper faxes. Turn faxes into part of an electronic workflow to speed processing and handling of the
content that drives your business.

PRODUCT HIGHLIGHTS
• Supports high-volume, high-intensity, enterprise-grade faxing by integrating with key business applications—
ERP, EIM, BPM, ECM, CRM, EMRs, and virtually any system for faster and more secure exchange of business-
critical documents
• Supports desktop faxing by integrating with email to send electronic faxes as easily as emails using
integrations with any SMTP email client
• Helps to maintain compliance with regulations such as HIPAA, Sarbanes-Oxley, and other protected
information requirements; ensures fax content remains private via electronic delivery and content does not
sit in open public areas with unauthorized access
• Centralizes the control of faxing across an entire global organization with disaster recovery and high
availability options for business continuity
• Includes ability to customize and configure to a high degree with modules and tools that meet your
faxing needs

KEY INTEGRATIONS

• Email integrations with Microsoft® Exchange® and IBM ® Lotus Notes®


• ERP integrations with SAP® and Oracle®
• ECM integrations with Microsoft® SharePoint®, IBM FileNet®, OpenText eDOCS, and OpenText Content Server
• MFP integrations with Hewlett Packard®, Konica Minolta®, Ricoh®, and Xerox

BU S I N E S S N E T W O RK | 5 2
FAMILY: O PEN T E X T B U S IN E S S N E T WO RK cloud

PRODUCT: O PEN T E X T RI G H T FA X CO N N EC T on premises

DESCRIPTION
OpenText RightFax Connect is a cloud-based fax service that enables organizations to easily fax via the OpenText
Cloud with any OpenText RightFax fax server.

PRODUCT OVERVIEW
RightFax Connect is a cloud-based communication tool that is used to send and receive faxes from any RightFax
server without traditional telephone lines. This is a hybrid deployment that combines any RightFax fax solution
(on-premises software) with RightFax Connect (cloud-based fax delivery).

PRODUCT HIGHLIGHTS
• Sends and receives faxes from any RightFax fax server using the cloud
• Integrates quickly and easily with RightFax with no physical connections to telephone lines,
no complex PBX networks, and no fax boards, fax channels, or fax gateways
• Enables flexibility to send and receive large fax volumes without capacity constraints
• Offers the deep integrations and capabilities of RightFax with secure cloud fax delivery

KEY INTEGRATIONS
• OpenText RightFax

BU S I N E S S N E T W O RK | 5 3
FAMILY: O PEN T E X T B U S IN E S S N E T WO RK cloud

PRODUCT: O PEN T E X T RI G H T FA X E X PR E S S on premises

DESCRIPTION
OpenText RightFax Express provides a simple-to-deploy, all-in-one fax solution that is perfect for SMBs
and departments to empower employees to easily fax from their desktop, email, back-end applications, and
multi-function printers (MFPs).

PRODUCT OVERVIEW
RightFax Express was designed to offer SMBs a best-in-class fax solution with a number of deployment choices.
These options were designed to offer a choice between a plug-and-play appliance, or simple to deploy software
installed on your server which uses your telephone network or the cloud for fax transmission.

PRODUCT HIGHLIGHTS
• Available in multiple deployment options: plug-and-play appliance or software installed using onsite
telephony or the cloud for fax transmissions
• Supports desktop faxing by integrating with email to send electronic faxes as easily as emails using
integrations with any SMTP email client
• Helps to maintain compliance with regulations such as HIPAA, Sarbanes-Oxley, and other protected
information requirements; ensures fax content remains private via electronic delivery and content does not
sit in open public areas with unauthorized access
• Language support for 16 languages: English (US), English (UK), French, French Canadian, Italian, German,
Spanish, Portuguese, Brazilian Portuguese, Dutch, Simplified Chinese, Japanese, Arabic, Thai, and Hebrew

KEY INTEGRATIONS
• Email integrations via SMTP
• MFP integration with Xerox® 8700 MFPs and Konica Minolta® MFP devices
• Multiple integration methods using Web services APIs, Drop Directory, .NET® API, Simple Fax Utilities, SMTP

BU S I N E S S N E T W O RK | 5 4
FAMILY: O PEN T E X T B U S IN E S S N E T WO RK cloud

PRODUCT: O PEN T E X T RI G H T FA X H E A LT H C A R E D IR EC T on premises

DESCRIPTION
OpenText RightFax Healthcare Direct is an add-on module for RightFax with a suite of services that allows
organizations to expand healthcare communications beyond faxing

PRODUCT OVERVIEW
RightFax Healthcare Direct (Direct) bridges the gap between fax and Direct messaging by combining them in
a single solution that allows organizations to send Direct messages using their existing RightFax and EMR in-
tegration. Direct also connects and ingests incoming Direct messages to patient records in EMR systems more
easily and expands Direct through healthcare communities—and as more hospitals, doctor offices, specialists,
clinics, and partners adopt it, users are able to send and receive more documents via Direct

PRODUCT HIGHLIGHTS
• Offers access to the US’s only fax number-to-Direct address reverse-directory look-up
• Allows users to send outgoing fax content as Direct messages using existing RightFax and EMR integration
• Uses RightFax as failover to send the content as a fax when Direct messaging isn’t possible
• Takes content received as a Direct message, identifies the patient, adds patient identification metadata, and
creates a file to be easily ingested into the patient’s record in the EMR system
• Allows providers to expand the reach of Direct project protocols into their entire network with a prepackaged
set of tools

KEY INTEGRATIONS
• OpenText RightFax

BU S I N E S S N E T W O RK | 5 5
OPENTE X T PROCE SS SUITE

APPLICATIO NS

PROCES S S U ITE
Process Suite Platform

PRO DU C T E X TENSIO NS
Capture Center
Cloud Service Brokerage
ProVision

SOLUTION E X TEN SION S


Contract Center
Extended ECM for Process Suite
RFx Center

W W W.OPENTEX T.COM/BPM MAIN MENU


OVERVIEW

DESCRIPTION

OpenText Process Suite is a complete process automation and case management system
that enables organizations to become more agile, more productive, and more competitive..

OVERVIEW

Process Suite is a set of components that allows organizations to quickly build process and
case management applications. It includes the OpenText Process Platform, applications, and
add-on products that enable organizations to craft the optimal process and case automation
environment for their particular needs. It includes social and mobile capabilities; allows deploy-
ment via the cloud, on-prem, or a hybrid of the two; provides a broad set of application devel-
opment options and tools; and allows organizations to build applications that leverage a wide
variety of Enterprise Information Management (EIM) capabilities from a single vendor.

KEY BENEFITS
• Cut the time to value and increases operational agility
• Create systems of engagement across core apps
• Meet a broad set of process automation needs from human-centric workflows to
integration-centric process automation to complex case management
• Achieve mobile and social capability that ensures systems can respond to changing
business needs

ARCHITECTURE
Process Suite consists of the following components:
• Process Suite Applications: Market leading products that can be purchased separately
or combined to address specific Business Process Management needs
• Process Suite Product Extensions: Generic connectors and core platform-related
features that extend the Process Suite with feature breadth or depth of specialization
• Process Suite Solution Extensions: Purpose-built platform extensions and stand-alone
applications targeting cross-industry use cases that extend the capabilities of the
Process Suite
• Process Suite Integrations: Key integrations with additional OpenText products and
simplifies the deployment of robust enterprise information management solutions

PROC E S S S U I T E | 5 7
FAMILY: O PEN T E X T PRO CE S S S UIT E cloud

PRODUCT: O PEN T E X T PRO CE S S S UIT E PL AT FO R M on premises

DESCRIPTION
OpenText Process Suite Platform is the foundational platform for the OpenText Process Suite.

PRODUCT OVERVIEW
Process Suite Platform (Process Platform) is a comprehensive BPM solution that delivers the power and flexi-
bility to digitize, automate, and integrate processes across functions, systems, machines, and clouds. It enables
organizations to tackle their most pressing and complex process automation and case management challenges
with a single platform. With OpenText Release 16, Process Platform simplifies application development via en-
tity modeling. Entity modeling is a design-time modeling environment that supports low-code application devel-
opment. It speeds the time to market for new Enterprise Information Management (EIM) applications, simplifies
effort required to modify and update processes, allows for experimentation, and creates a common language for
business and IT. This low-code approach is coupled with advanced process management and case management
capabilities; a simplified and intuitive user experience; world-class EIM, ERP, and CEM integrations; and robust
process-orchestration functionality. Process Platform also supports in-depth process analytics and reporting
for faster, more effective solutions.

PRODUCT HIGHLIGHTS
• Integrates a single, open platform based on SOA architecture
• Supports traditional BPM and dynamic case management in a single platform
• Enables true business and IT collaboration through a single workspace
• Supports any kind of workflow: human-, document-, or integration-centric
• Includes master data lifecycle management and synchronization across multiple source systems
• Addresses the challenge of orchestrating services between on-prem and the cloud
• Uses a secure, highly available, and stable architecture
• Delivers collaboration capabilities and process intelligence for advanced reporting and analytics
• Enterprise Information System (EIS) connectors for non-OpenText environments

• KEY INTEGRATIONS
• OpenText Archive Center
• OpenText Capture Center
• OpenText Content Server
• OpenText Media Management
• OpenText Customer
Communications Management
• OpenText AppWorks Gateway
• OpenText Cloud Service Brokerage
• OpenText ProVision

PROC E S S S U I T E | 5 8
FAMILY: O PEN T E X T PRO CE S S S UIT E cloud

PRODUCT: O PEN T E X T C A P T U R E CEN T ER on premises

DESCRIPTION
OpenText Capture Center is a document on-boarding solution that turns documents into machine-readable
data and provides actionable information for various back-end systems. It is an add-on product to OpenText
Process Suite.

PRODUCT OVERVIEW
Capture Center uses the most advanced tools available to capture, classify, extract information from, and
validate paper documents and other types of content, including faxes, email with attached documents, images,
business forms, and complex multipart documents. Pulling from sources such as high-end scanning devices,
Multi-Function Peripherals (MFPs), file system folders, email servers, Microsoft® SharePoint® servers, and FTP
sites, Capture Center quickly and efficiently captures and digitizes documents, forms, and faxes.

PRODUCT HIGHLIGHTS
• Rule-based classification, extraction, and verification
• One-click and manual exception handling
• A wide range of data extraction methods, including barcode, patch code, optical mark recognition, forms
reading, free forms recognition, database-driven recognition, and Adaptive Reading Technology
• Optical Character Recognition (OCR), Intelligent Character Recognition (ICR), and Intelligent Document
Recognition (IDR)
• Capture Center APIs enable the customization and delivery of project-specific code

KEY INTEGRATIONS
• OpenText Process Suite Platform
• OpenText Content Server
• Microsoft® SharePoint®

PROC E S S S U I T E | 5 9
FAMILY: O PEN T E X T PRO CE S S S UIT E cloud

PRODUCT: O PEN T E X T CLO U D S ERVI CE B RO K ER AG E on premises

DESCRIPTION
Change Cloud Provisioning to Cloud Service Brokerage is an OpenText Process Suite application that enables
an organization to more easily provide cloud-based and on-premises services to users inside and outside
an organization.

PRODUCT OVERVIEW
Cloud Service Brokerage is a comprehensive service management and provisioning solution for cloud-
based and on-premises application service order and delivery. It allows service providers to create,
automatically provision, and orchestrate “virtual bundles” of cloud-based and on-premises capabilities that
make up a new product, value-added service, or application, irrespective of the fact that these capabilities
come from many providers.

PRODUCT HIGHLIGHTS
• Based on the TMForum eTOM and SID industry standards for service providers
• Supports for creation of customer or channel catalogs
• Supports for versioning, componentization, component relation management,
and catalog integrity management
• Includes fall-out notification and handling
• Enables customer self-management
• Offers service usage metering

KEY INTEGRATIONS
• OpenText Process Suite Platform

PROC E S S S U I T E | 6 0
FAMILY: O PEN T E X T PRO CE S S S UIT E cloud

PRODUCT: O PEN T E X T PROVIS IO N on premises

DESCRIPTION
OpenText ProVision is an OpenText Process Suite Add-On and business architecture modeling and analysis
tool for capturing the full impact of process automation on the business.

PRODUCT OVERVIEW
ProVision for Business Architecture (BA) gives organizations a blueprint to drive change and reach strategic
goals across the enterprise. ProVision offers multi-layered visibility into business strategies, including how
people, processes, systems, and technologies can be aligned to attain them. It also allows organizations to
gain access to untapped knowledge by enabling collaboration with business and IT users.

PRODUCT HIGHLIGHTS
• Provides coverage for business and IT that spans all the dimensions of the enterprise via metamodeling
• Displays pictures, stencils, and objects in a central location, a graphics gallery
• Includes pre-defined reference models
• Allows business and IT analysts to build, manage, update, share, and collaborate on business
and system models via the web using the collaboration server and repository
• Creates new objects and links and adds to existing modelers
• Supports modelling languages such as Zachman, TOGAF, DoDAF, FEA, UML,
BPMN- BPEL, Rummler-Brache, and Six Sigma

KEY INTEGRATIONS
• OpenText Process Suite Platform

PROC E S S S U I T E | 6 1
FAMILY: O PEN T E X T PRO CE S S S UIT E cloud

PRODUCT: O PEN T E X T CO N TR AC T CEN T ER on premises

DESCRIPTION
OpenText Contract Center provides organizations with centralized contract management for increased pro-
ductivity, improved profitability and reduced risk.

PRODUCT OVERVIEW
OpenText Contract Center is a feature rich application that efficiently and flexibly manages contract pro-
cessing lifecycles. It brings the domain expertise for contract management into a pre-built enterprise solu-
tion. Contract Center brings together three critical components to create a powerful contract management
solution: the contract application, the OpenText Process Suite business process platform, and the Open-
Text Content Server enterprise content management platform. Additionally, it provides an integration to
OpenText StreamServe for creating formatted contract documents.

PRODUCT HIGHLIGHTS
• Single point of truth and aligned organizational knowledge
• Contract creation and control
• Shorten negotiation cycles
• Adherence to contractual obligations
• Full visibility into upcoming renewals
• Custom reports for immediate performance analysis
• Compliance with policies and regulatory guidelines

PROC E S S S U I T E | 6 2
FAMILY: O PEN T E X T PRO CE S S S UIT E cloud

PRODUCT: O PEN T E X T E X T EN D ED ECM on premises


FO R PRO CE S S S UIT E

DESCRIPTION
OpenText Extended ECM for Process Suite brings context to processes across all areas of the enterprise

PRODUCT OVERVIEW
OpenText Extended ECM for Process Suite extends the reach of ECM to virtually any business process, in-
jecting content into the context of business workflows that cross enterprise systems to improve insight, ef-
ficiency, and throughput. It delivers the benefits of the OpenText Extended ECM Platform to processes that
cross multiple lead applications, processes that run adjacent to lead applications, and processes built outside
lead applications such as dynamic case management applications.

PRODUCT HIGHLIGHTS
• Workers work in a single, preferred application
• Enables “master” workflows that manage workflows across multiple enterprise applications and systems
• Orchestrates interactions across complex business networks that include external business partners
• Aligns with increasingly complex, global compliance policies for enterprise content
• Supports all benefits delivered by the extended ECM platform

KEY INTEGRATIONS
• OpenText Extended ECM Platform
• OpenText Process Suite
• OpenText Extended ECM for SAP® Solutions
• OpenText Extended ECM for Oracle® E-Business Suite
• OpenText Extended ECM for SAP SuccessFactors®
• OpenText Application Governance & Archiving for Microsoft® SharePoint®
• OpenText Extended ECM for Microsoft SharePoint
• OpenText Compliance & Productivity Bundle for Microsoft Office 365™
• OpenText Extended ECM for Salesforce®

PROC E S S S U I T E | 6 3
FAMILY: O PEN T E X T PRO CE S S S UIT E cloud

PRODUCT: O PEN T E X T R F X CEN T ER on premises

DESCRIPTION
OpenText RFx Center is a comprehensive bid management solution that enables organizations to streamline
their competitive procurement processes, monitor spend, manage vendors, and automate the flow and capture
of the procurement information at the enterprise level.

PRODUCT OVERVIEW
RFx Center is a solution that automates and improves the efficiency of bid management—creating, adver-
tising, distributing, evaluating, and awarding opportunities. It automates the workflows used in competitive
procurements, including RFPs, RFQs, RFIs, and framework agreements, RFx Center facilitates the efficient
flow of work, while also enabling the capture of key performance indicators and process metrics. It does
this with a completely integrated solution that implements procurement best practices, supported by an
enterprise-class process automation platform (OpenText Process Suite) and a best-in-class information gov-
ernance framework (OpenText Content Server). Plus the powerful analytical capabilities within RFx Center
provide decision makers and management with real-time visibility into procurement operations and enable
sound strategic decisions.

PRODUCT HIGHLIGHTS
• Streamline and automate all phases of the RFP lifecycle and improve operational efficiency
• Eliminate reliance on disparate systems by leveraging integrations with Content Server, OpenText Contract
Center, and SAP®
• Manage all procurement documentation and communication within a central secure repository, per your
information governance policies
• Effectively manage information about the vendor/supplier relationship including past performance, previous
bids, and other historic data
• Enforce purchasing approvals according to policy and business rules
• Impose internal auditability and accountability and assure fairness to vendors
• Demonstrate compliance with procurement regulations such as the EU Public Contracts Directive or US
Federal Acquisition Regulation (FAR)
• Enable visibility and reporting on procurement department performance

KEY INTEGRATIONS
• OpenText Process Suite Platform
• OpenText Content Server

PROC E S S S U I T E | 6 4
OPENTE X T CONTENT SUITE

APPLICATIO NS

CONT ENT S U ITE


Content Suite Platform
Archive Center
Connected Workspaces
Content Server
Enterprise Connect
Imaging Enterprise Scan
Records Management
Tempo Box

PRO DU C T E X TENSIO NS
Archive for Google Apps
Auto-Classification
Blazon
Brava!
Content Intelligence
ECM Everywhere
Federated Query Server
InfoFusion Integration Center
InfoFusion Platform
OpenText Core
Redact-It Enterprise
Semantic Navigation

INDUS TRY E X TENSIO NS


Engineering Document Management
Regulated Documents

SOLUTION E X TEN SION S


Email Solutions
Extended ECM Platform
Suite for Oracle® (see Ecosystem Chapter)
Suite for Microsoft® (see Ecosystem Chapter)
Suite for SAP® (see Ecosystem Chapter)
Suite for Salesforce® (see Ecosystem Chapter)

W W W.OPENTEX T.COM/ECM MAIN MENU


OVERVIEW

DESCRIPTION

OpenText Content Suite creates an integrated, enterprise-wide information grid that trans-
forms Personal Productivity, Process Productivity, and Control.

OVERVIEW

Content Suite is an integrated group of Enterprise Content Management (ECM) solutions


that creates a centralized, unified information grid to connect information from across the
enterprise with the people and systems that need it. Content Suite drives process and
personal productivity with simple, intuitive tools and user experiences, Process Productivity
through full integration with lead applications such as SAP® and Microsoft® and enables
control with legendary OpenText governance and security functionality. Used by some
of the largest and most innovative companies and governments in the world to enhance
competitive advantage and customer relations, Content Suite is available on-prem, as a
subscription in our cloud or as a managed service.

KEY BENEFITS
• Integrate ECM with the lead applications where work actually takes place and
connects disparate business processes and information sources to share content in
order to improve insight, efficiency, and throughput
• Give a new generation of knowledge workers access to their files anywhere, on any
device, providing effortless sharing and collaboration without resorting to unsecured
consumer applications
• Deliver transparent, automated, enterprise-wide governance to produce industry-leading
security, privacy and compliance—effectively maximizing information value while
minimizing risks

ARCHITECTURE
Content Suite includes the following Platforms:
ECM PLATFORMS
• OpenText Content Suite Platform
• OpenText Content Suite Platform, Cloud Edition
• OpenText Extended ECM Platform

ECM PLATFORM FOR BUSINESS APPLICATIONS


• OpenText Extended ECM for SAP ® Solutions
• OpenText Extended ECM for Oracle® E-Business Suite
• OpenText Extended ECM for Microsoft® SharePoint®
• OpenText Extended ECM for SuccessFactors®
• OpenText Extended ECM for Salesforce®

C ON T E N T SU I TE | 6 6
FAMILY: O PEN T E X T CO N T EN T S UIT E cloud

PRODUCT: O PEN T E X T CO N T EN T S UIT E PL AT FO R M on premises

DESCRIPTION
OpenText Content Suite Platform is a comprehensive Enterprise Content Management (ECM) system designed
to manage the flow of information from capture through archiving and disposition.

PRODUCT OVERVIEW
As the foundation for digital transformation, Content Suite Platform, whether deployed on-prem or in the
cloud, has the ability to create a centralized, unified information grid, connecting information from across the
enterprise with the people and systems that need it.

PRODUCT HIGHLIGHTS
• Includes capture technology to scan, index, and classify content, transforming physical records into valuable
digital assets
• Provides a fully featured, highly scalable, web-based document management system
• Offers a simple, responsive UI with role-based views for the desktop or mobile devices and removes
user experience as a barrier to adoption
• Embeds collaboration capabilities directly with content to provide a secure and swift means to connect
people and improve productivity
• Enables workflow to automate processes for accuracy and consistency
• Manages the full lifecycle of all enterprise content, electronic, or physical via OpenText Records Management
• Includes a desktop interface that allows users to seamlessly interact with content directly from applications
such as Microsoft® Office and Adobe® Acrobat®
• Optimizes storage according to business context and metadata using intelligent archiving
• Allows users to access information across all the devices they use, without sacrificing the records
management rigor and security using secure file synch and share
• Uses a common, documented, standard layer of development tools to rapidly create, deploy, and manage
enterprise applications including a RESTful API, Content Server widget framework for embedding ECM in
other applications and AppWorks developer platform

KEY INTEGRATIONS
• OpenText Tempo Box • OpenText Application Governance & Archiving for
• OpenText Core Microsoft SharePoint®

• OpenText Extended ECM Platform • OpenText Extended ECM for Microsoft SharePoint

• OpenText Extended ECM for SAP® Solutions • OpenText Compliance & Productivity Bundle for
Microsoft Office 365®
• OpenText Extended ECM for Oracle E-Business Suite
®

• OpenText Extended ECM for SAP SuccessFactors® • OpenText Extended ECM for Salesforce®
• OpenText Auto-Classification for InfoFusion
• OpenText Email Solutions

C ON T E N T SU I TE | 6 7
FAMILY: O PEN T E X T CO N T EN T S UIT E cloud

PRODUCT: O PEN T E X T A RCHI V E CEN T ER on premises

DESCRIPTION
OpenText Archive Center is a highly scalable, multi-tenant archive helping organizations manage the explosion of
structured and unstructured data (e.g. email and files) while ensuring it is cost effectively and securely stored in the
cloud, on premise or as a hybrid solution.

PRODUCT OVERVIEW
Archive Center is a multi-tenant, cloud-ready archive equipped for rapid deployment and provisioning options
including, cloud, private cloud, hybrid or on premise. Business Administrators can quickly and easily set up new
collections, archiving tasks and manage retention and disposition of data centrally across all tiers of storage
and locations. Archive Center’s <Access> application allows privileged users the ability to search and respond
to legal requests by applying legal holds, as well as exporting and loading files in EDRM xml. Archive Center’s
powerful reporting and statistics enable transactions and storage usage to be easily monitored.

PRODUCT HIGHLIGHTS
• Grows and expands your information governance with content management interoperability services (CMIS)
• Acts as backbone to 30+ OpenText Enterprise Information Management integrations
• Includes integrated search and stub-free access to archived file share data online, offline or via mobile
• Manages the lifecycle of content from capture through to long-term retention and disposition
• Controls unstructured data volume growth with single instance archiving for email and files
• Includes Monitoring/Statistics/Threat Detection

KEY INTEGRATIONS
• OpenText Content Suite Platform
• OpenText Records Management • OpenText Web Experience Management

• OpenText Imaging • OpenText Process Suite

• OpenText Tempo Box • OpenText Rendition Server

• OpenText eDOCs • OpenText Digital Asset Management

• OpenText Regulated Documents • OpenText Email Management

• OpenText InfoFusion • OpenText Extended ECM for SAP®

• OpenText Media Management • OpenText Extended ECM for Oracle®


• OpenText Customer Communications Management (CCM)

C ON T E N T SU I TE | 6 8
FAMILY: O PEN T E X T CO N T EN T S UIT E cloud

PRODUCT: O PEN T E X T CO N N EC T ED WO RK S PACE S on premises

DESCRIPTION
OpenText Connected Workspaces provide the ability to create template-driven structures within OpenText
Content Suite Platform to align content, data, people, and tasks to a common business process.

PRODUCT OVERVIEW
Connected Workspaces fundamentally changes the way ECM is planned and deployed. Template-driven work-
space objects align associated content, data, people, and tasks to a common business function. For example, the
Connected Workspaces can provide a single point of view to all information related to a specific customer deal—
the proposal, email communications, demo presentations, a sales order, the contract, an invoice—and also provide
instant access to other projects associated to that customer. Templates ensure folders, metadata, records man-
agement, and permissions are created and applied in the background and provide enhanced deployment flexibil-
ity, helping IT to better align ECM to the needs of the business, making end users more effective and improving
overall system value.

PRODUCT HIGHLIGHTS
• Simplifies the way ECM is planned and deployed, enabling IT to quickly deliver solutions customized
to business needs
• Uses templates to ensure workspaces, metadata, roles, tasks, records management, and permissions are
consistently and effortlessly created and applied in the background
• Aligns content to business process to minimize training requirements, foster user adoption and productivity
• Gets users to the information they need, fast, through the use of role-based landing pages
• Enables access to content anytime, anywhere in a responsive interface as simple to use as consumer apps
• Provides insight to a related set of content from the perspective of the individual user or a team of users
• Improves collaboration and enriches search through features such as in-line commenting and activity feeds,
delivered in context with the work at hand
• Relates Connected Workspaces to each other within the ECM system
• Extends ECM to leading enterprise suites like SAP®, Oracle® E-Business Suite or Salesforce®, connecting the
unstructured content with the structured data from the leading application

KEY INTEGRATIONS
• OpenText Extended ECM Platform • OpenText Application Governance & Archiving for
Microsoft® SharePoint
• OpenText Extended ECM for SAP Solutions
• OpenText Extended ECM for Microsoft SharePoint
• OpenText Extended ECM for Oracle E-Business Suite
• OpenText Compliance & Productivity Bundle for
• OpenText Extended ECM for SAP SuccessFactors
Microsoft Office 365®
• OpenText Extended ECM for Salesforce

C ON T E N T SU I TE | 6 9
FAMILY: O PEN T E X T CO N T EN T S UIT E cloud

PRODUCT: O PEN T E X T CO N T EN T S ERV ER on premises

DESCRIPTION
OpenText Content Server is the foundational document management and core content repository for the
OpenText Content Suite.

PRODUCT OVERVIEW
Content Server forms the document management cornerstone of the OpenText Content Suite and provides secure,
enterprise-wide control over any type of content—from contracts and engineering drawings to system reports,
email messages, images, rich media, and much more.

PRODUCT HIGHLIGHTS
• Enables access to content anytime, anywhere in an interface as simple to use as consumer apps
• Minimizes training requirements and aligns content to business process with role-based, responsive views
• Offers comprehensive version management, audit history, and permissions management
• Provides seamless, instant editing experience online or off, with the performance of editing files on a local
hard drive, even in areas with poor or intermittent internet connection
• Includes quick and easy content creation and editing through productivity tools like Microsoft® Office 365®,
Microsoft Outlook®, or Adobe® Acrobat®
• Features an embedded, proprietary search engine, with proven scalability beyond 500 million indexed
objects, and a permissioned and actionable search for key activities like classification, litigation holds, and
disposition searches
• Offers simple content navigation through a variety of means from faceted browse to thumbnails and
project workspaces
• Adds collaboration features delivered in-line with content to improve collaboration and enrich search
• Includes an HTML viewer allowing users to view and print common file types—whether they have the native
application or not
• Uses a sophisticated workflow toolset with standard BPMN 2.0 process notation for building document-
centric workflows allowing for both structured and ad hoc routing of documents for a variety of approval,
review, and feedback processes
• Enables robust, multi-lingual metadata capabilities to address needs of global users
• Provides integrated reporting to retrieve information about content, permissions, attributes, users/groups,
workflows, and many other content activities
• Uses a common, documented, standard layer of development tools to rapidly create, deploy, and manage
enterprise applications including a RESTful API, Content Server widget framework for embedding ECM in
other applications and AppWorks developer platform

KEY INTEGRATIONS
• OpenText Content Suite Platform • OpenText Compliance & Productivity Bundle for
Microsoft Office 365
• OpenText Extended ECM Platform
• OpenText Extended ECM for Salesforce®
• OpenText Extended ECM for SAP Solutions
• OpenText Auto-Classification
• OpenText Extended ECM for Oracle® E-Business Suite
• OpenText Email Solutions
• OpenText Extended ECM for SAP® SuccessFactors®
• OpenText Tempo Box
• OpenText
 Application Governance & Archiving for
Microsoft SharePoint® • OpenText Core
• OpenText Extended ECM for Microsoft SharePoint • OpenText AppWorks

C ON T E N T SU I TE | 7 0
FAMILY: O PEN T E X T CO N T EN T S UIT E cloud

PRODUCT: O PEN T E X T EN T ERPRIS E CO N N EC T on premises

DESCRIPTION
By enabling users to work directly from the familiar productivity tools they use every day, OpenText Enterprise
Connect improves user adoption and business process efficiency, while ensuring adherence to organizational
ECM policies. .

PRODUCT OVERVIEW
Enterprise Connect is an alternate desktop interface to the standard OpenText Content Suite Platform web
environment that makes working with business content, applications, and processes incredibly easy for users.
It integrates seamlessly with the productivity tools business users work in every day—Microsoft® Office
applications, Windows® Explorer, Adobe® Acrobat®, and more—as well as their email environments, including
Microsoft® Office 365® Desktop Professional, Microsoft Outlook®, and IBM Lotus Notes®. Enterprise Connect
removes the complexity of carrying out ECM-related tasks for users while supporting organizational policies for
capturing, storing, and retaining business information. It makes finding and working with content far easier than
traditional ECM interfaces.

PRODUCT HIGHLIGHTS
• Enables
 quick, drag-and-drop filing of emails and content directly into Content Suite Platform via the Easy
Access Pane, a side-by-side view of email and content similar to the “preview pane” of Microsoft Outlook
• Performs common ECM actions from Enterprise Connect contextual menus directly embedded in the UI of
the business application
• Uploads large volumes of documents without slowing down the user experience
• Provides a seamless, instant editing experience online or off, enabling the editing of files on a local hard drive,
even in areas with poor or intermittent internet connection
• Enables users to take documents or folders offline for use with changes automatically synchronized to the
repository once connectivity is restored
• Expedites the filing of emails into the Content Suite Platform using Search Profiles that intelligently extract
content and search for folders based on patterns from the subject field
• Helps users further reduce the time it takes to file emails using Outlook Quick Steps
• Equips users with access to the search tools of the Content Suite Platform directly from desktop applications
• Ensures document and records management business rules defined in the Content Suite Platform are adhered
to directly within the desktop application

KEY INTEGRATIONS
• OpenText Content Suite Platform
• OpenText Content Server
• OpenText Records Management

C ON T E N T SU I TE | 7 1
FAMILY: O PEN T E X T CO N T EN T S UIT E cloud

PRODUCT: O PEN T E X T IM AG IN G EN T ERPRIS E S C A N on premises

DESCRIPTION
OpenText Imaging Enterprise Scan captures, indexes, and classifies content from scanners, fax, email, and
other applications.

PRODUCT OVERVIEW
OpenText Imaging Enterprise Scan enables organizations to manage the flow of inbound volumes of physical in-
formation and convert it so it is actionable and manageable as part of a complete digital content management
strategy. Imaging is flexible enough for administrators and IT to execute projects tailored for the specific needs of
the business and easy enough for end users to carry out their day-to-day tasks. As a comprehensive solution for
browser or client-based capture of inbound paper documents from scanners via ISIS or VRS, from fax via Micro-
soft® Exchange or Lotus Notes®, emails including attachments, and from external files systems, tight integration
between the OpenText Content Suite and OpenText Imaging make it possible for to index, classify, and deliver
documents and data from a range of sources, more effectively driving critical business processes.

PRODUCT HIGHLIGHTS
• Windows Client: Enterprise Scan Windows® client is the solution for mass scanning and indexing of documents
at one or more scan stations. With Enterprise Scan, workflows can be implemented from receipt by mail
through scanning and linking to the leading application, through to archiving. After scanning, the pages can be
checked carefully, straightened and cleaned up. Several functions are available to improve contrast and legi
bility. Enterprise Scan also provides support for sorting and archiving
• Web Scanning: The Enterprise Scan Web Scanning component allows browser based scanning without a need
to install desktop scan application

KEY INTEGRATIONS
• OpenText Content Suite Platform
• OpenText Content Server
• OpenText Records Management
• OpenText Archive Center
• OpenText Capture Center

C ON T E N T SU I TE | 7 2
FAMILY: O PEN T E X T CO N T EN T S UIT E cloud

PRODUCT: O PEN T E X T R ECO R DS M A N AG EM EN T on premises

DESCRIPTION
OpenText Records Management provides records management capabilities that manage and govern the
lifecycle of important electronic and physical information.

PRODUCT OVERVIEW
Records Management reduces the risk and cost of unmanaged information. Organizations use records management
to manage the lifecycle of all enterprise information, from the time they are captured to their eventual disposal, in
accordance with internal governance policies and external regulations. By providing a structured and transparent
way to maintain records from creation through to eventual disposition, OpenText Records Management enhances
corporate accountability, ensures regulatory compliance, and minimizes the risks associated with audit and
litigation. OpenText Records Management consists of four modules that work together to manage the lifecycle
of both physical and electronicrecords OpenText Classifications, OpenText Physical Objects, OpenText Records
Management, and OpenText Security Clearance.

• OpenText Classifications • OpenText Physical Objects


• OpenText Records Management • OpenText Security Clearance

PRODUCT HIGHLIGHTS
• Enables compliance with internal and external rules and regulations
• Enhances corporate accountability with extensive security and auditing
• Ensures the preservation of critical content
• Extends eDiscovery mode with search-enabled, container and user based holds
• Provides dashboards for quick visualization of records management and physical objects processes
• Streamlines and automates retention and disposition processes
• Manages physical records alongside electronic
• Certified to:
• US Department of Defense (DoD) 5015.02-STD
• Australian Victorian Electronic Records Strategy (VERS) Specifications 1-5
• SÄHKE2

KEY INTEGRATIONS
• OpenText Content Suite Platform • OpenText Extended ECM Platform
• OpenText Email Archiving, Monitoring and Management • OpenText eDOCS
• OpenText File System Archiving • OpenText Application Governance & Archiving for
Microsoft® SharePoint®

C ON T E N T SU I TE | 7 3
FAMILY: O PEN T E X T CO N T EN T S UIT E cloud

PRODUCT: O PEN T E X T T EM P O B OX on premises

DESCRIPTION
OpenText Tempo Box is a secure file transfer and synchronization service that uses OpenText Content Suite
Platform as its information repository.

PRODUCT OVERVIEW
Tempo Box affords organizations the best of both worlds: it offers an innovative user experience that closely
mimics common capabilities from consumer-grade services, and it’s built from the ground up on Content Suite
Platform to ensure information passing through the environment is always secure. Users can easily sync content
across desktops and their mobile devices, while all files are safely managed and controlled within Content Suite.

PRODUCT HIGHLIGHTS
• Synchronizes all content, both structured and unstructured, with OpenText Content Server, providing one
data model and one compliant repository
• Takes full advantage of Content Suite Platform, ensuring that audit trails, version control, and permissions are
maintained and enforced
• Provides direct access to enterprise content via Tempo Box. Users can add folders of content stored in the
enterprise workspace to their Tempo Box folder. This will allow users to access and interact with that content
from the Tempo Box Web UI mobile clients and synchronize it to their desktop
• Supports instant synchronization of content across any number of devices
• Offers flexible deployment options so you can manage Tempo Box entirely on-prem or via OpenText Managed
Cloud Services
• Enables Content Suite users to synchronize enterprise-managed content to a Tempo Box folder on their desk
top and access the content from their Tempo Box clients
• Provides external sharing of enterprise content, enabling internal users with appropriate permissions to share
enterprise content with external users
• Provides the ability to create tasks with Tempo Box; tasks can be assigned to any collaborator within the
content share, and auto-complete will allow the task creator to choose an assignee
• Offers Brava! Viewer integration via Tempo Box to allow users with a Brava! license the ability to view and
annotate documents from the Tempo Box Web UI and iPad® clients

KEY INTEGRATIONS
• OpenText Content Suite Platform
• OpenText Brava! Viewer

C ON T E N T SU I TE | 7 4
FAMILY: O PEN T E X T CO N T EN T S UIT E cloud

PRODUCT: O PEN T E X T A RCHIV E FO R G O O G L E A PP S on premises

DESCRIPTION
OpenText Archive for Google Apps provides monitoring and/or archiving of Google Mail™.

PRODUCT OVERVIEW
Archive for Google Apps monitoring functionality captures all inbound, outbound, and internal email communications
ensuring compliance with legal obligations and regulatory requirements. Data is journaled directly from Google ®
to the OpenText Content Server where the data is de-duplicated, metadata is extracted, retention policies are
applied, and data is indexed and stored in the OpenText Archive. Archive for Google Apps archiving functionality
enables collection from Google Mail™ users’ mailboxes ensuring organizations can properly govern, preserve,
and discover historical and day forward mail from Gmail. For both solutions, the user experience is uninter-
rupted as end users only work within Gmail. For archived emails that are no longer available in the mailbox, the
user can access this email via web-based search or via the Personal Email Volume (PEV) inside Content Server.

PRODUCT HIGHLIGHTS
• Offers auto--classification options • Includes tamper-proof storage
• Includes legal and compliance support for Gmail™ • Utilizes interoperable storage connectivity
• Grows with your evolving archiving requirements • Includes disaster recovery
• Provides secure retention and disposition controls • Uses rule-based archiving and clean-up tasks
• Uses secure search and access

KEY INTEGRATIONS
• OpenText Content Server
• OpenText Auto-classification
• OpenText Content Suite Platform
• Google Mail

C ON T E N T SU I TE | 7 5
FAMILY: O PEN T E X T CO N T EN T S UIT E cloud

PRODUCT: O PEN T E X T AU TO - CL A S S IFI C ATIO N on premises

DESCRIPTION
OpenText Auto-Classification solution combines industry-leading records management with cutting edge
semantic capabilities providing transparent and defensible classification of enterprise content.

PRODUCT OVERVIEW
Auto-Classification provides automatic classification and ultimately along with OpenText Record Management
and Archive Center, archival and disposal capabilities for electronic business records and transient records as
policy dictates. OpenText Auto-Classification also eliminates the need for business users to sort and classify the
growing volume of low-touch content, such as email and social media, while offering records managers and the
organization as a whole the ability to establish a highly defensible, completely transparent records management
program as part of their broader information governance strategy. Auto-Classification offers a best-of-both-
worlds solution to what has been a series of extremely expensive and complex issues to solve.

PRODUCT HIGHLIGHTS
• Reduces litigation risk, storage costs and eDiscovery costs
• Improves compliance, security, responsiveness and user productivity
• Automates the classification of content in OpenText Content Server in line with existing records
management classifications
• Uses advanced classification process based on a hybrid approach that combines machine learning, rules,
and content analytics
• Includes ability to define classification rules using keywords or metadata
• Provides ability to configure and optimize the classification process with an easy “step-by-step” tuning guide
• Creates reports to make it easy to examine classification results, identify potential accuracy issues, and then
fix those issues by leveraging the provided “optimization” hints
• Includes automatic sampling and benchmarking with a complete set of metrics to assess the quality of the
classification process
• Creates advanced reports on a statistically relevant sample to review and code documents that have been
automatically classified to manually assess the quality of the classification results when desired

KEY INTEGRATIONS
• OpenText Content Suite
• OpenText Records Management

C ON T E N T SU I TE | 7 6
FAMILY: O PEN T E X T CO N T EN T S UIT E cloud

PRODUCT: O PEN T E X T B L A ZO N on premises

DESCRIPTION
OpenText Blazon is document transformation software that can create PDF, TIFF, or secure Content Sealed Format
(CSF) renditions of practically any document type including Microsoft® Office® documents, PDFs, images, emails,
and CAD drawings. Blazon can also perform OCR to convert flat scanned files to text-searchable PDFs

PRODUCT OVERVIEW
Blazon automates time-consuming manual processes, reduces document transformation costs, strengthens con-
trol and compliance, and improves content accessibility. With Blazon, you can define the output format and add
watermarks and banners, security controls (when converting to CSF), stamps, and even markups created in Open-
Text Brava! Watermarks and banners can include system information like the time and date, metadata from a lead
application (when integrated), or static text such as “confidential” or “draft”.

PRODUCT HIGHLIGHTS
• Quickly converts documents to make them readily accessible across the organization or comply with archiving
and records management rules
• Transforms documents to CSF and apply security restrictions, including an expiration date, to safely share
them outside the organization
• Applies watermarks or banners such as draft status, time stamps, or other text
• Automatically monitors a folder or library for new jobs to process—no developer needed

KEY INTEGRATIONS
• OpenText Content Suite Platform
• Microsoft SharePoint®
• EMC® Documentum® Webtop and D2
• IBM® Content Navigator and FileNet®

C ON T E N T SU I TE | 7 7
FAMILY: O PEN T E X T CO N T EN T S UIT E cloud

PRODUCT: O PEN T E X T B R AVA! on premises

DESCRIPTION
OpenText Brava! allows users to view, annotate, redact, and publish almost any file type, including Microsoft®
Office® and PDF documents, image files, CAD drawings, and even 3D models and video clips, without allowing the
source file to be edited or downloaded.

PRODUCT OVERVIEW
Brava! offers secure viewing and collaboration for today’s complex workplace, balancing accessibility to content
with the need to secure and control it. Whether they are in the office or around the globe, Brava! provides work-
ers with consistent, reliable access to content—all while ensuring it never leaves the repository. Workers can view
the content they need, collaborate with coworkers and external stakeholders alike, and even sign off when they
are finished—all within the business rules. Brava! helps organizations operate efficiently while meeting compli-
ance objectives.

PRODUCT HIGHLIGHTS
• Views and collaborates on practically any file type—PDFs, Microsoft Office documents, image files, CAD
drawings, 3D models, and even video clips—without needing the native applications
• Compares file versions, even if they are in different formats (e.g., a Word® document and a PDF)
• Redacts privileged, classified, or personal information
• Creates group-based views where authorized users see restricted content but others get a redacted view
• Adds electronic signatures to any workflow or business process
• Publishes files to TIFF, PDF, or secure Content Sealed Format (CSF)

KEY INTEGRATIONS
• OpenText Content Suite Platform
• Microsoft® SharePoint®
• EMC® Documentum®
• IBM® Content Navigator and FileNet®

C ON T E N T SU I TE | 7 8
FAMILY: O PEN T E X T CO N T EN T S UIT E cloud

PRODUCT: O PEN T E X T CO N T EN T IN T EL LI G EN CE on premises

DESCRIPTION
OpenText Content Intelligence is an add-on to the OpenText Content Suite Platform that helps increase user
adoption, productivity, and management insight by accelerating the deployment of tailored applications, action-
able dashboards, and reports.

PRODUCT OVERVIEW
Content Intelligence makes it easy for organizations to drive adoption, reduce training costs, and increase pro-
ductivity by optimizing the Content Suite user experience and creating applications to suit department- and
task-specific requirements. It bundles accelerated Tile/Widget creation, enhanced REST API, and a powerful
sub-tag library with a complete set of instantly deployable and easily modifiable prebuilt reports, dashboards,
and applications.

PRODUCT HIGHLIGHTS
• Quickly tailors the user experience in Content Suite Smart Views and Classic UI by surfacing just the informa-
tion that each user requires to complete the task at hand
• Easily develops, deploys, and upgrades applications and actionable dashboards tailored for your business
needs without the need for specialized development resources
• Implements simple integrations by displaying Content Suite Widgets & content in other web based systems
using the enhanced REST API
• Applies extended metadata to improve content findability and adds significance to reports and
actionable dashboards
• Creates and enhances departmental dashboards and integrates data from other applications, such as
SalesForce.com-based Charts/Graphs from OpenText Analytics, and embeds these in the Content Suite UI
• Builds task-specific dashboards and automated content reports to avoid the need for users to burden IT with
ad hoc reporting requests
• Enables users to quickly visualize and analyze data to enhance business insight with the Charting Wizard
• Accelerates common tasks, such as modifying permissions, assigning content attributes, tracking user activity,
and monitoring system processes, with an intuitive administrative environment

KEY INTEGRATIONS
• Content Suite Platform

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FAMILY: O PEN T E X T CO N T EN T S UIT E cloud

PRODUCT: O PEN T E X T ECM E V ERY W H ER E on premises

DESCRIPTION
OpenText ECM Everywhere enables information workers to view, edit, and process their OpenText Content Suite
information and workflows in a secure fashion and from any mobile device.

PRODUCT OVERVIEW
ECM Everywhere is the mobile access solution for Content Suite. It enables Content Suite users to view,
edit, and interact with folders, documents, workflows, and metadata contained within their repository us-
ing a native app or the standard web-browser on their modern smart phone. ECM Everywhere removes the
constraints of enterprise boundaries, enabling businesses to enhance productivity, increase revenues, and
maximize competitive advantage. It provides mobile workers with secure and real-time access to information,
content (documents and rich media), and business processes regardless of whether they are connected, occa-
sionally connected, or disconnected to the corporate network.

PRODUCT HIGHLIGHTS
• Features a mobile app that is tailored and specialized for iOS, Android, and Blackberry
• Works on all mobile devices with a simple-to-use web interface
• Provides secure mobile access to your Content Suite environment, enabling you to view, edit, and interact
with your content and workflows
• Enables you to access your entire ECM content library and execute workflow processes on-the-go from any
where at anytime
• Allows you to contribute content to your ECM system directly from your mobile device
• Displays a full audit trail of mobile activity

KEY INTEGRATIONS
• OpenText Content Suite Platform

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FAMILY: O PEN T E X T CO N T EN T S UIT E cloud

PRODUCT: O PEN T E X T FED ER AT ED Q U ERY S E R V E R on premises

DESCRIPTION
OpenText Federated Query Server is a powerful federated search solution that unifies access to multiple internal
and external information sources.

PRODUCT OVERVIEW
Federated Query Server creates federated search solutions, which enable users to submit a single query to multiple
search engines accessible on an intranet or on the Internet and present a single unified, sorted, de-duplicated set
of search results. Federated Query Server can be used as a standalone solution or between applications or be
deployed with OpenText Content Suite to present external search results inside Content Server.

PRODUCT HIGHLIGHTS
• Routes queries simultaneously to multiple search engines and content repositories. A single search
provides users access to a wide range of valuable information from both inside and outside the organization
• Translates queries into the appropriate syntax for each content repository, eliminating the need for users
to learn multiple query languages
• Parses results returned by a content repository in HTML, XML, JSON and most other textual formats
• Ranks customizable algorithms that can be applied to results to either modify relevance scores returned by a
content repository or assign relevance scores to results from content repositories without ranking capabilities
• Displays results from multiple repositories in a single format, which can be adopted from an existing
portal or content repository, customized to meet an organization’s individual requirements, or created
specifically for further processing or formatting
• Includes HTML and OpenSearch interfaces, as well as an integration with OpenText Content Server provided.
The OpenSearch description document can be used to directly integrate Federated Query Server with the
search bar of a browser, an operating system, or any other OpenSearch client
• Provides user-friendly Windows configuration tool with built in wizards to perform most administration tasks.
No coding is required to create a new repository connector. There are built in rules for several OpenText
products, for OpenSearch and CMIS AtomPub repositories, and for other search engines that return
RSS or Atom

KEY INTEGRATIONS
• OpenText Content Server

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FAMILY: O PEN T E X T CO N T EN T S UIT E cloud

PRODUCT: O PEN T E X T IN FO FU S IO N on premises


IN T EG R ATIO N CEN T ER

DESCRIPTION
OpenText InfoFusion Integration Center is a native integration platform to extract, enhance, transform, integrate
and migrate data and content across the enterprise, taking it from where it is and placing it where it needs to be.

PRODUCT OVERVIEW
OpenText InfoFusion Integration Center serves as the hub of the information system and is a data and content
integration platform that gives organizations the ability to quickly adapt to new and changing business process-
es with powerful and flexible capabilities. These capabilities transform the information to allow organizations
to realize the true value of their people, processes, and information. InfoFusion Integration Center can also mi-
grate, enrich, and apply records management controls on structured business data from legacy applications to the
OpenText Content Suite. Decommissioning legacy applications with InfoFusion Integration Center allows organi-
zations to reduce costs and safeguard content.

PRODUCT HIGHLIGHTS
• Provides access to virtually any business system, such as ERP, CRM, SCM, ECM, and custom applications with
a complete range of database and repository connectors, including connectors to OpenText repositories, file
shares and multi-dimensional databases
• Uses simple to complex business logic to extract both structured and unstructured objects from business
systems so that you can understand, manipulate, and transport them
• Provides Track Changes, Impact Analysis, and Auto Documentation features to enable implementation and
management of integration projects with minimal overhead
• Initiates processes based on pre-determined schedules or events
• Provides process monitoring as well as full history and audit-trail reporting

KEY INTEGRATIONS
• OpenText Content Suite
• OpenText Content Analytics
• Microsoft® SharePoint®
• EMC® Documentum®
• SAP®
• IBM® FileNet Content Manager
• Databases
• Web Services
• File Servers
• Salesforce.com

C ON T E N T SU I TE | 8 2
FAMILY: O PEN T E X T CO N T EN T S UIT E cloud

PRODUCT: O PEN T E X T IN FO FU S IO N PL AT FO R M on premises

DESCRIPTION
OpenText InfoFusion Platform (formerly Discovery Suite Platform) is a multi-language, scalable search and discov-
ery platform that enables users and developers to access information stored in heterogeneous repositories and
applications across the enterprise.

PRODUCT OVERVIEW
InfoFusion Platform uses search and content analytics on enterprise information to accelerate time to value. It transforms
“big content” from a costly by product of today’s knowledge workers to a valuable resource that drives innovation and powers
customer engagement. InfoFusion Platform contains content management system connectors and developer APIs, and it
replaces a variety of one-off information applications—and their associated indexes, connectors, hardware, and support—with
a common information management platform. OpenText InfoFusion Platform delivers a new approach to managing, analyzing
and understanding unstructured information. Whether your challenges are managing storage capacity, rationalizing legacy
applications and content, or providing unified access to content for end users, OpenText InfoFusion Platform can help. It
significantly reduces the cost and complexity of individual systems and content sources through discrete applications for data
integration, data archiving, content migration, and legacy decommissioning.

Data Integration Data Archiving


Content Migration Legacy Decommissioning

PRODUCT HIGHLIGHTS
• Offers a highly efficient and secure search of enterprise content
• Includes platform connectors that enable access to enterprise information sources from a wide range of content
management applications, including OpenText, Documentum®, FileNet®, and SharePoint®
• Provides a rich library of UI components and APIs enables rapid development of search and content analytics
applications using standard development tools
• Offers open standards support includes CMIS for a common metadata scheme and a CMIS API
• Incudes support for multinational and multilingual deployment (auto-detection of languages, language-specific
parsers for text extraction and indexing, and search algorithms optimized for the source language)
• Uses outbound, inbound, and hybrid permissions
• Provides flexible deployment options

KEY INTEGRATIONS
• OpenText Content Suite • OpenText Auto-Classification
• Windows Fileshare • OpenText Directory Services
• Microsoft® SharePoint • EMC Documentum
• OpenText Content Server • IBM FileNet Content Manager
• OpenText Media Management • OpenText eDOCS
• OpenText Archive Center • OpenText AppWorks

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FAMILY: O PEN T E X T CO N T EN T S UIT E cloud

PRODUCT: O PEN T E X T CO R E on premises

DESCRIPTION
OpenText Core is a file sync and share solution designed for cloud-ready businesses that are seeking a bal-
ance between a compelling user experience, and the type of rigor and control of information that is needed
in the enterprise.

PRODUCT OVERVIEW
OpenText Core enhances productivity with a secure way to store, share, and collaborate on enterprise content in
the cloud. With access to files from any computer and mobile device, users always have the right information at
the right time. OpenText Core is available in a variety of subscription “tiers” (Personal, Team, Business, and Enter-
prise). For more information go to core.opentext.com

PRODUCT HIGHLIGHTS
• Includes mobile apps for iOS and Android that deliver a true anytime-anywhere experience
• Offers flexible sync options —desktop sync, open files from a browser and instantly save changes, or down
load files and upload edits as drafts or new versions
• Provides version history, and audit capabilities to track everything that happens to files
• Uses bulk file upload, advanced file versions, zip-and-download, drag-and-drop desktop tray, email support
including keeping all attachments with the message, and other features that make storing, sharing and
collaborating easy
• Dictates who can do what with files (view-only, collaborate, manage) with permissions and restricts and
controls file access including drafts and versions

KEY INTEGRATIONS
• OpenText Content Server
• Microsoft® Office and Microsoft Outlook

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FAMILY: O PEN T E X T CO N T EN T S UIT E cloud

PRODUCT: O PEN T E X T R EDAC T- IT ENTERPRISE on premises

DESCRIPTION
OpenText Redact-It Enterprise removes sensitive content and privacy information from documents—including
PDFs, Microsoft® Office® documents, and scanned images—according to business rules. Redact-It Enterprise
creates a new PDF or TIFF rendition of the redacted file, leaving the source file untouched.

PRODUCT OVERVIEW
Redact-It Enterprise automates the redaction process by applying pre-defined and customized rules to specified
documents in bulk or as part of a business process. All selected information is completely removed and a new,
redacted PDF or TIFF rendition is created, leaving the source file untouched. Scanned or otherwise “flat”
documents won’t slow you down with Redact-It Enterprise. The Optical Character Recognition (OCR) option
renders documents text-searchable prior to the redact process, ensuring all search criteria can be applied and
producing a searchable redacted file.

PRODUCT HIGHLIGHTS
• Monitors a folder for new files to process—no developer needed
• Includes built-in search for words and phrases or standard patterns like phone, Social Security, and credit card
• Renders documents as text-searchable with the OCR option
• Creates a Vaughn index, privilege log, or FOIA release report detailing what was redacted in each document
• Applies exemption codes for each redaction area
• Stand-alone desktop version available

KEY INTEGRATIONS
• OpenText Content Suite Platform
• EMC® Documentum®
• IBM® Content Navigator and FileNet®

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PRODUCT: O PEN T E X T S EM A N TI C N AVIG ATIO N on premises

DESCRIPTION
OpenText Semantic Navigation is an OpenText InfoFusion Platform search application for website search that
combines content analytics with information retrieval. OpenText Semantic Navigation aggregates content from
any number of sources and repositories, providing a unified experience to your users.

PRODUCT OVERVIEW
Semantic Navigation is a platform that offers semantically relevant content based on keywords, entities, and cat-
egories to surface the true meaning of content. Coupled with the ability to control ad placements as well as search
results, the platform allows organizations to positively influence a user’s web experience and maximize online
marketing models. Semantic Navigation aggregates content from any number of sources and repositories. It does
so by analyzing and indexing the content on the web to build a detailed semantic footprint for every page. This
patented analysis uncovers related content and suggests similar content when a user searches a site. As a result,
content is more relevant and users find what they are looking for—not just what they are searching for!

PRODUCT HIGHLIGHTS
• Uses out--of-the-box templates and industry-standard taxonomies to enable easy website deployment
including semantic widgets, faceted navigation, and dynamic topic pages
• Aggregates content from various content systems and websites and present it to site visitors in consistent,
standard formats
• Enriches content – including huge volumes of uncategorized content – by automatically analyzing and tagging
it with metadata to help discern relevant and insightful keywords, topics, summaries, and sentiments
• Builds nuance tone, and relevance identification help drive highly specific content search results
• Adds semantic depth and relativity to your content to automatically make your web pages authoritative and
optimized for search engine crawlers, which can dramatically improve search-engine optimization
• Achieves higher web conversion rates by positioning products and services with nuance, tone and relevance
at a time when your visitors’ interests are piqued and they’re most likely to act

KEY INTEGRATIONS
• OpenText Web Experience Management

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FAMILY: O PEN T E X T CO N T EN T S UIT E cloud

PRODUCT: O PEN T E X T EN G IN EERIN G on premises


D O CU M EN T M A N AG EM EN T

DESCRIPTION
OpenText Engineering Document Management is an add-on to OpenText Content Suite Platform that helps
control risk to engineering project scope, schedule, and costs. It enables owner-operators and engineering
companies to gain faster ROI by improving time to first production and enabling efficient asset maintenance
and operations.

PRODUCT OVERVIEW
Engineering Document Management provides a single, authoritative repository for storing and controlling
engineering documents and engineering work processes. The solution provides document control managers,
engineers, engineering leaders, and external collaborators with the ability to control engineering information
and work processes across the lifecycle of capital projects and assets.

PRODUCT HIGHLIGHTS
• Offers persona-driven dashboards and streamlined work processes that make finding information, getting
work done, and controlling risk efficient and effective
• Improves ROI through accelerated exchange and collaboration, both within Capital Projects and through the
handover to operations and maintenance (Asset Management)
• Ensures one source of the truth by integrating sources of engineering and asset information
• Provides best practice configuration templates to accelerate project setup while allowing each team to use
their own unique processes
• Enables exchange and collaboration on large volumes of content with internal and external parties while pro
viding full control and tracking
• Enforces naming and numbering standards automatically in compliance with each customer’s
unique standards
• Supports concurrent document revision or review by multiple teams to accelerate time-to-first-production
• Provides secure, web-based viewing and annotation capabilities for review and approval processes
• Helps defend against litigation claims by tracking who did what when with detailed audit trails
• Provides secure access and collaboration on engineering documents from anywhere in the world at any time
on any device

KEY INTEGRATIONS
• OpenText Content Suite Platform
• OpenText Extended ECM/Connected Workspaces
• OpenText Tempo Box
• OpenText Secure Managed File Transfer
• OpenText Content Intelligence
• AutoDesk® AutoCAD®
• AutoDesk Revit®
• Bentley® MicroStation®
• Dassault® SOLIDWORKS®

C ON T E N T SU I TE | 8 7
SUITE: O PEN T E X T CO N T EN T S UIT E cloud

PRODUCT: O PEN T E X T R EG U L AT ED D O CU M EN T S on premises

DESCRIPTION
OpenText Regulated Documents is an add-on to OpenText Content Suite Platform that manages controlled
documents to reduce regulatory risk.

PRODUCT OVERVIEW
OpenText Regulated Documents enables the Content Suite Platform to manage controlled documents in
compliance with FDA 21 CFR Part 11 and provides Electronic Signatures, enhanced workflow functionality,
and security/tracking of controlled document viewing and printing. This helps organizations reduce regulatory
risk as well as expensive fines and delays due to non-compliance while accelerating controlled document
management processes, user adoption, and time to market.

PRODUCT HIGHLIGHTS
• Ensures consistent and auditable review and approval of controlled documents with electronic signature
which can lead up to 60% or more of savings in processing costs
• Reduces the initial configuration and validation efforts with configuration-based workflow and virtually
eliminates the need for re-validation
• Simplifies compliance enforcement through efficient configuration of viewing and printing rules
as well as records management classifications
• Tracks all “Controlled Printing” requests and final dispositions (destruction/return) of approved
and effective SOPs, as well as other controlled documents
• Supports information governance and management of change processes for regulatory compliance
and eDiscovery
• Provides secure access and collaboration on controlled documents from anywhere in the world,
at any time, from just about any device

KEY INTEGRATIONS
• Content Suite Platform

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PRODUCT: O PEN T E X T EM A IL S O LU TIO N S on premises

DESCRIPTION
OpenText Email Solutions ensure effective measures to securely store, manage, and retrieve your organization’s
email content.

PRODUCT OVERVIEW
OpenText Email Monitoring enables companies to automatically and transparently capture corporate email communications
and store them in a secure, isolated system, supporting ongoing compliance and legal efforts. OpenText Email Archiving
captures email from lead application servers enabling users to continue to work with email as they always have, retrieving
archived messages with a single click. OpenText Email Management combines foundational email archiving with advanced
records management capabilities, enabling companies to archive corporate email into a centralized system and manage that
information according to consistent record policies.

PRODUCT HIGHLIGHTS
• Reduces costs and mitigates the risks of non-compliance and litigation concerning email content
• Captures, manages the lifecycle, and streamlines discovery processes for all regulated email communications
within your organization
• Improves user experience and productivity, helping users find important email more quickly and reliably
• Optimizes email server performance and reduces support overhead
• Extracts the maximum value from email content and accelerates user adoption
• Manages the entire lifecycle of email—capture through long-term archiving—across a broad variety of use cases
• Ability to apply lifecycle controls, retention and records management classifications and permissions

KEY INTEGRATIONS
• OpenText Content Suite Platform • Microsoft® Exchange
• OpenText Archive Center • Microsoft® Outlook
• OpenText Auto-Classification • MSSQL Server
• Microsoft Office 365® • Oracle®
• IBM® Domino® • Google Mail
• IBM Notes
® ®
• Google Drive

C ON T E N T SU I TE | 8 9
FAMILY: O PEN T E X T CO N T EN T S UIT E cloud

PRODUCT: O PEN T E X T E X T EN D ED ECM PL AT FO R M on premises

DESCRIPTION
OpenText Extended ECM Platform provides a foundation for integrating Content Suite with lead applications like
ERP, CRM, and HRM systems and improves process productivity by bridging silos and enhancing information flows.

PRODUCT OVERVIEW
Extended ECM Platform connects the processes that generate enterprise information, allowing consistent
metadata values to be transparently applied behind the scenes and relevant content to be delivered quickly and
efficiently wherever it’s needed. Users work in the business application they prefer, while simultaneously gaining
access to all the information they need to get their job done. The business gains a single source of the truth, helping
ensure compliance and control across all systems.

PRODUCT HIGHLIGHTS
• Workers work in a single, preferred application
• Files documents automatically, consistently by lead applications
• Applies metadata and classification automatically and in the background
• Maintains and enforces compliance and internal controls maintained and enforced
• Implement gradually, process by process, instead of a single “Big-Bang” roll-out

KEY INTEGRATIONS
• OpenText Extended ECM for SAP® Solutions
• OpenText Extended ECM for Oracle® E-Business Suite
• OpenText Extended ECM for SAP SuccessFactors®
• OpenText Application Governance & Archiving for Microsoft® SharePoint®
• OpenText Extended ECM for Microsoft SharePoint
• OpenText Compliance & Productivity Bundle for Microsoft Office 365™
• OpenText Extended ECM for Salesforce®

C ON T E N T SU I TE | 9 0
ECOS YS TEM

ECOS Y S T EM
SUITE FOR OR ACLE ®
Extended ECM for Oracle® eBusiness Suite
Extended ECM for Government

SUITE FOR MICROSOF T ®


Application Governance & Archiving for SharePoint®
Capture for SharePoint®
Extended ECM for SharePoint®
Compliance & Productivity Bundle for Microsoft® Office 365®

SUITE FOR SAP ®


Archiving for SAP®
Extended ECM for SAP®
Digital Asset Management for SAP®
Document Presentment for SAP®
Document Access for SAP®
Business Center for SAP®
Tempo Box Premium for SAP®
Employee File Management for SAP®
Vendor Invoice Management for SAP®
Extended ECM for SAP® SuccessFactors®

SUITE FOR SALE S FORCE ®


Extended ECM for Salesforce®

W W W.OPENTEX T.COM/OR ACLE


W W W.OPENTEX T.COM/SAP

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FAMILY: O PEN T E X T S UIT E FO R O R ACL E ® cloud

PRODUCT: O PEN T E X T E X T EN D ED ECM on premises


FO R O R ACL E E- B US IN E S S S UIT E

DESCRIPTION
OpenText Extended ECM for Oracle E-Business Suite integrates the power of OpenText Content Suite and
the Extended ECM Platform with Oracle E-Business Suite.

PRODUCT OVERVIEW
Extended ECM for Oracle E-Business Suite (EBS) extends the proven success of OpenText Extended ECM for
SAP® Solutions. The integration gives Oracle EBS users a 360-degree view into unstructured content associated
with Oracle EBS ERP transactions. To increase business efficiency, it allows transactional metadata from Oracle
EBS to be associated with each piece of managed content and presents them together on screen in easy-to-
use connected workspaces. Including the award-winning OpenText Content Server repository and all of
Content Suite—including document capture, workflow, records management, MS-Office integration, and much
more. Extended ECM for EBS maximizes productivity by providing users with the ability to work in the process
context with a modern and highly intuitive look and feel, virtually identical whether they are within Oracle
EBS or Content Suite.

PRODUCT HIGHLIGHTS
• Increases
 productivity for Oracle EBS users by providing seamless in-EBS access to Enterprise Information
Management (EIM)
• Provides non-EBS users with key transaction metadata related to their content—EBS Supplier delivery history
for example, when updating a supplier’s contract
• Increases business efficiency through collaboration, breaking down information silos
• EBS users work with information the way they work in EBS—with Extended ECM search, content folders,
drag-and-drop tools and more—integrated directly into their Forms or OAF UI
• Certified enterprise records management program compliant with the U.S. Department of Defense’s 5015.2
and other worldwide compliance regulations
• Unique, connected workspaces provide an intuitive, new work paradigm to foster joint ERP-EIM productivity

KEY INTEGRATIONS
• OpenText Content Suite Platform
• OpenText Extended ECM Platform
• Oracle E-Business Suite

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FAMILY: O PEN T E X T S UIT E FO R O R ACL E ® cloud

PRODUCT: O PEN T E X T E X T EN D ED ECM on premises


FO R G OV ER N M EN T

DESCRIPTION
OpenText Extended ECM for Government supports federal, state, and municipalities in shifting from paper-based
to electronic record files and builds a platform to support their current and future digitalization initiatives.

PRODUCT OVERVIEW
Extended ECM for Government provides a digital file, which suits the requirements of a modern, digital
administration in central and local government as well as municipalities. The solution adds value in all areas where
digital file management, case management, content lifecycle management, and integration capabilities into
various environments and leading applications are needed. It manages the lifecycle of content in a compliant way,
meeting Government laws and standards, and it enables efficient processes and effective collaboration.

PRODUCT HIGHLIGHTS
• Eliminates paper and media break with a digital file
• Enables direct access anytime and anywhere and fosters collaboration
• Simple and intuitive user interface, in various environments
• Automated content capturing, creation, and distribution
• Integrates content into business processes using standard technology
• Highly scalable, suited for high volumes and large numbers of user
• Compliant capturing and secure long-term storage

KEY INTEGRATIONS
• Integration into Public Sector-specific applications via CMIS interface
• Extensible with OpenText Extended ECM for SAP® Solutions, for SAP SuccessFactors, for Oracle EBS, for
Salesforce®, for Microsoft SharePoint®
• Uses OpenText Archive Center for secure long-term storage

E C OS Y S T E M | 9 3
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PRODUCT: O PEN T E X T A PPLI C ATIO N G OV ER N A N CE on premises


& A RCHIVIN G FO R S H A R EP OIN T ®

DESCRIPTION
OpenText Application Governance & Archiving for Microsoft SharePoint® provides integrated, end-to-end
lifecycle management of SharePoint and Office 365 sites and documents across the enterprise with seamless
integration to Content Suite Platform.

PRODUCT OVERVIEW
Organizations want to capitalize on the advantages and opportunities presented by Microsoft SharePoint and Of-
fice 365, while ensuring a comprehensive information governance strategy. They need to balance the familiarity,
intuitiveness, and collaboration aspects of SharePoint, while ensuring that corporate policies are being followed.

With AGA, organizations can better manage their SharePoint and Office 365 environment. AGA supports the
enforcement of compliance and archiving policies, facilitates open access to all enterprise content, and lowers
administration and storage costs. It also helps to improve user productivity by providing access to content from
enterprise business applications directly from within SharePoint and Office 365.

PRODUCT HIGHLIGHTS
• SharePoint web parts and Office 365 add-ins for seamless integration with Content Suite Platform, providing
functionality to interact with content and metadata via the SharePoint UI
• Indexing and search of Content Server from Office 365 and SharePoint on-premises
• Automated records management and archiving for SharePoint content, whether on-premises or in the cloud
• Archiving of personal user content with Archiving for OneDrive for Business
• Tools to manage the SharePoint site lifecycle from creation to archiving and disposition

KEY INTEGRATIONS
• OpenText Content Suite Platform
• OpenText Records Management
• OpenText Email Solutions for Microsoft Exchange
• Support for Microsoft SharePoint® 2010, 2013, 2016 and SharePoint Online (Office 365)

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FAMILY: O PEN T E X T S UIT E FO R MI CROS O F T ® cloud

PRODUCT:  O PEN T E X T C A P T U R E on premises


FO R MI CROS O F T S H A R EP OIN T ®

DESCRIPTION
OpenText Capture for Microsoft SharePoint is a powerful and easy-to-use scan and capture solution.

PRODUCT OVERVIEW
Capture for Microsoft SharePoint leverages SharePoint as a seamless, single point of access to scanned images
and documents. The solution provides the ability to scan documents with high- or low-volume scanners, index
documents, and bring them into SharePoint. It is a fully automated solution and delivers extended document clas-
sification if required. Documents can also be imported from email servers, FTP servers, network file shares, and
even from Microsoft SharePoint itself.

PRODUCT HIGHLIGHTS
• Option to manually extract index fields or leverage the semi-automatic data entry technology inherent in
OpenText Capture Center
• Scan Client provides industry-leading OCR capabilities
• Indexing Client features patented single-click entry for efficient data entry
• Customizing Client enables configuration and customization of the scanning, indexing, and exporting process
• Monitoring and provision of overviews and status information about documents in process
• Document import from email servers, FTP servers, network file shares, and Microsoft SharePoint

KEY INTEGRATIONS
• OpenText Capture Center
• OpenText Content Suite Platform
• Microsoft SharePoint Server

E C OS Y S T E M | 9 5
FAMILY: O PEN T E X T S UIT E FO R MI CROS O F T ® cloud

PRODUCT: O PEN T E X T E X T EN D ED ECM FO R on premises


MI CROS O F T S H A R EP O IN T ®

DESCRIPTION
OpenText Extended ECM for Microsoft SharePoint enables SharePoint and Office 365 users to collaborate
in context of ERP and CRM processes and data while ensuring consistent compliance for SharePoint content
across the enterprise.

PRODUCT OVERVIEW
Extended ECM for Microsoft SharePoint helps organizations increase productivity, enforce compliance and ar-
chiving policies, and lower administration and storage costs. Extended ECM for Microsoft SharePoint preserves
Microsoft SharePoint users’ ability to create and share SharePoint sites and documents. When Extended ECM is
integrated with SharePoint or Office 365, teams across an organization can interact with Microsoft SharePoint
content and ERP data and processes using business workspaces, increasing efficiency in HR, Finance, or Asset
Management processes by enabling end users to consume and collaborate on ERP-driven processes integrated
with Microsoft SharePoint and Microsoft Office 365.

PRODUCT HIGHLIGHTS
• SharePoint web parts and Office 365 add-ins for seamless integration with Extended ECM Platform, provid-
ing functionality to collaborate in context of ERP and CRM transaction data without leaving the SharePoint UI
• Indexing and search of Extended ECM from Office 365 and SharePoint on-premises
• Automated records management and archiving for SharePoint content, whether on-premises or in the cloud

KEY INTEGRATIONS
• OpenText Extended ECM for SAP
• OpenText Extended ECM for Oracle E-Business Suite
• OpenText Extended ECM for Salesforce
• Concurrent support for Microsoft SharePoint and SharePoint Online (Office 365®) through a single Extended
ECM backend

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FAMILY: O PEN T E X T S UIT E FO R MI CROS O F T ® cloud

PRODUCT: O PEN T E X T CO M PLIA N CE & PRO D U C TIVIT Y on premises


B U N D L E FO R MI CROS O F T O FFI CE 3 65 ®

DESCRIPTION
OpenText Compliance & Productivity Bundle for Microsoft Office 365 offers a holistic, all-in-one
approach to information governance, archiving, and productivity for Office 365 users. It aids in compliance,
collaboration, secure record keeping, and long-term archiving for content created in Office 365. This new
product bundle also saves customers from a costly, confusing, and time-consuming piecemeal approach to
governance, archiving, and productivity.

PRODUCT OVERVIEW
Compliance & Productivity Bundle for Office 365 offers users increased personal and process productivity and
enhanced control and governance, through a select grouping of tried, tested, and proven solutions: OpenText
Application Governance & Archiving for Microsoft SharePoint®, OpenText Brava! for Microsoft SharePoint,
OpenText Email Archiving for Microsoft Exchange™, OpenText Email Monitoring for Microsoft Exchange, and
OpenText Content Suite Platform.

PRODUCT HIGHLIGHTS
• Work with one set of information governance policies for all content sources in on-prem, cloud, and
hybrid environments
• Enable email monitoring to ensure adherence to compliance and regulatory requirements across all
your content
• Control the de-duplication of content with email archiving or manage the classification of content
• Provide a complete information governance and records management for Microsoft SharePoint users
with AGA for SharePoint
• Extend the capabilities of Office 365 and even further boost your productivity with Brava! for SharePoint
for document collaboration and transformation needs
• Use Secure Managed File Transfer when you need secure, encrypted file-sharing capabilities for
large attachments

KEY INTEGRATIONS
• OpenText Records Management
• Microsoft Office 365 and SharePoint 2016

E C OS Y S T E M | 9 7
FAMILY: O PEN T E X T S UIT E FO R S A P ® cloud

PRODUCT: O PEN T E X T A RCHIVIN G FO R S A P S O LU TIO N S on premises

DESCRIPTION
OpenText Archiving for SAP Solutions provides secure archiving and imaging for SAP data and documents.

PRODUCT OVERVIEW
Archiving for SAP Solutions is a seamless integrated business document solution for SAP applications that
provides imaging and high-volume archiving capabilities for incoming and outgoing documents as well
as desktop documents. The solution is seamlessly integrated with the SAP system: retrieval, access, and
document display all take place directly within the SAP application. The centralized storage and management
of the documents simplifies and speeds up retrieval to the documents and guarantees rapid processing.

PRODUCT HIGHLIGHTS
• Outbound document archiving
• Document linking with SAP transactions
• Bulk-import and high-volume scanning support
• Data viewing with notes and annotation capability
• Secure archiving for SAP print lists and data files
• A ged data management
• Flexible storage and retrieval
• Office document rendering into standard, long-term formats like TIFF or PDF/A

KEY INTEGRATIONS
• OpenText Data Archiving for SAP Solutions
• OpenText Document Access for SAP Solutions
• SAP HANA

E C OS Y S T E M | 9 8
FAMILY: O PEN T E X T S UIT E FO R S A P ® cloud

PRODUCT: O PEN T E X T E X T EN D ED ECM FO R S A P S O LU TIO N S on premises

DESCRIPTION
OpenText Extended ECM for SAP Solutions extends the transactional process management capabilities of
SAP Business Suite ® with comprehensive ECM capabilities.

PRODUCT OVERVIEW
Extended ECM for SAP Solutions is a complete, enterprise-grade ECM solution that integrates deeply with SAP.
Unstructured content of any sort can be managed throughout its lifecycle and, more importantly, associated with
any SAP process. This solution adds data and document archiving, imaging, document management, collabora-
tion, U.S. Department of Defense 5015.2-certifed records management, and application-spanning virtual views
of related information to any SAP system.

PRODUCT HIGHLIGHTS
• Offers SAP users a 360-degree view into any and all content associated with transactions
• Enables users of non-SAP applications (such as Microsoft Office®, Microsoft Outlook®, web, or an enterprise
portal) to leverage SAP content without extensive training as they can be given access to SAP information or
content associated with SAP business objects
• Empowers users to determine which process each piece of managed content is connected to by associating
each item with transactional metadata from SAP
• Eliminates need for multiple disconnected repositories and simplifies the IT landscape because content
in the ECM platform is connected to SAP enterprise applications
• Ensures relevant documents are retained for the right amount of time—ensuring regulatory compliance
and reducing legal risk—by integrating records management from the ECM solution

KEY INTEGRATIONS
• OpenText Data Archiving for SAP Solutions • OpenText Tempo Box
• OpenText Archiving for SAP Solutions • SAP Business Suite
(SAP ERP, CRM, SCM, SRM, PLM)
• OpenText Document Access for SAP Solutions
• SAP NetWeaver®
• OpenText Content Lifecycle Management
• SAP HANA ®
• OpenText Microsoft® SharePoint® Services
for Extended ECM for SAP Solutions

E C OS Y S T E M | 9 9
FAMILY: O PEN T E X T S UIT E FO R S A P ® cloud

PRODUCT: O PEN T E X T DIG ITA L A S S E T M A N AG EM EN T on premises


FO R S A P S O LU TIO N S

DESCRIPTION
OpenText Digital Asset Management for SAP Solutions is a market-leading Digital Asset Management (DAM)
technology tightly integrated with business solutions from SAP, based on OpenText Media Management but
tailored for integrated SAP scenarios.

PRODUCT OVERVIEW
Digital Asset Management for SAP Solutions integrates digital assets across the SAP business processes
landscape, enabling a single point of management. Enterprise DAM capabilities support product lifecycle from
ideation to manufacturing, to marketing and sales, and through customer support. Integration with customer-
facing channels such as web, mobile, product catalogues, and eCommerce sites support the media-enabled
business for enhanced customer engagement. The solution can be used as a standalone DAM solution or be
directly integrated into SAP business processes, using native SAP connectivity.

PRODUCT HIGHLIGHTS
• Seamless SAP CRM and hybris® integration for Marketing (MRM)
• SAP ERP (ECC) Master Data integration and UI enhancement (MDM)
• hybris Product Content Management for commerce (PIM)
• SAP Netweaver and OpenText DAM event integration
• Generic SAP business object integration
• Automatic metadata synchronization
• Native SAP user interface integration
• Single-Sign On (SSO)
• Automated IPTC/XMP extraction
• Rich and flexible UI
• Native BPM/workflow support for DAM processes

KEY INTEGRATIONS
• OpenText Portal for Media Management
• Adobe® CS Suite®
• OpenText Document Presentment
for SAP Solutions
• OpenText Archive Server
• SAP NetWeaver®
• SAP CRM, SAP ERP (ECC)
• hybris PCM, hybris Marketing
and hybris WCM

E C OS Y S T E M | 1 0 0
FAMILY: O PEN T E X T S UIT E FO R S A P ®
cloud
PRODUCT: O PEN T E X T D O CU M EN T PR E S EN T M EN T
FO R S A P S O LU TIO N S A N D O PEN T E X T D O CU M EN T on premises
PR E S EN T M EN T LIV E A D D - O N FO R S A P S O LU TIO N S

DESCRIPTION
OpenText Document Presentment for SAP Solutions allows businesses to automatically create and present
documents and other customer communications in dynamically adjustable formats.

PRODUCT OVERVIEW
Document Presentment for SAP Solutions automates the generation and multi-channel distribution of
personalized enterprise documents out of SAP and non-SAP systems to customers, partners, suppliers,
and employees while increasing the efficiency of document processes and reducing document-related
costs. The solution takes the generation of documents and communications to a new level by giving busi-
ness users full control of document content and processes, directly in their native SAP environment.

PRODUCT HIGHLIGHTS
• Document creation, editing, and approval in real time from any SAP Business Suite® application
• Multi-channel distribution directly from the SAP user interface and process
• Real-time management of campaign content, customer service interactions, and sales quotations
• Multiple-format document publishing including email, PDF, Microsoft Word®, HTML, and SMS
• Interactive features embedded in the documents and communications that enable customer actions directly
from the document, such as scheduling bill payments, agreeing terms, etc.
• Automated bill-to-cash process and electronic billing
• Integration with OpenText cloud for real-time customer notifications including email, fax, and text messages

KEY INTEGRATIONS
• OpenText Extended ECM for SAP Solutions
• OpenText Document Access for 360-degree view of all documents
• OpenText Digital Asset Management
• SAP NetWeaver®

E C OS Y S T E M | 1 0 1
FAMILY: O PEN T E X T S UIT E FO R S A P ® cloud

PRODUCT: O PEN T E X T D O CU M EN T ACCE S S on premises


FO R S A P S O LU TIO N S

DESCRIPTION
OpenText Document Access for SAP Solutions provides a single point of access to business documents across
SAP processes and applications.

PRODUCT OVERVIEW
Document Access for SAP Solutions allows organizations to store, manage, and retrieve SAP and non-SAP
documents across SAP modules and applications such as SAP ERP or SAP CRM. The solution provides
transparency of business processes with a single point of access to all business data and documents in the
respective business context, providing productivity gains through intuitive user interface and eliminating costs
for paper and paper-handling inefficiencies.

PRODUCT HIGHLIGHTS
• Configurable dynamic folder views for 360-degree views on SAP business objects and processes
• Integration of archived data in the folder views
• Mass document scanning and local scanning for confidential documents
• Batch input interfaces
• Desktop document integration with rendition to long-term formats
• ArchiveLink PLUS provides enhanced user experience with compelling attachment lists and full text search
• Complete functionality of OpenText Data Archiving and OpenText Document Archiving for SAP
• Pre-requisite for OpenText Employee File Management and OpenText Travel Receipts Management

KEY INTEGRATIONS
• OpenText Extended ECM for SAP Solutions
• SAP HANA ®

E C OS Y S T E M | 1 0 2
FAMILY: O PEN T E X T S UIT E FO R S A P ® cloud

PRODUCT: O PEN T E X T B U S IN E S S CEN T ER on premises


FO R S A P S O LU TIO N S

DESCRIPTION
OpenText Business Center for SAP Solutions is a platform that automates processes with high volumes of
incoming documents.

PRODUCT OVERVIEW
OpenText Business Center for SAP Solutions is a platform that accelerates SAP business processes by
using end-to-end automation to capture and process data and documents. The capturing component
digitizes data entry and validation. The workflow accelerator speeds up SAP workflow implementation
by a factor of 5 to 10. SAP agents can work efficiently in an integrated workplace, and the Fiori® app simplifies
sporadic approvals on all platforms including mobile devices. The key business processes supported
include the management of incoming sales orders, incoming delivery notes, as well as purchase requisitions
and purchase order monitoring.

PRODUCT HIGHLIGHTS
• Direct link to SAP transactions
• Automatic capturing of incoming documents
• Self-adaptive learning of capturing component
• Workflow accelerator
• End-to-end process automation
• Dashboard for continuous monitoring of processes
• Fiori app for fast approval workflows

KEY INTEGRATIONS
• OpenText Extended ECM for SAP Solutions
• OpenText Vendor Invoice Management for SAP Solutions

E C OS Y S T E M | 1 0 3
FAMILY: O PEN T E X T S UIT E FO R S A P ® cloud

PRODUCT: O PEN T E X T T EM P O B OX FO R S A P S O LU TIO N S on premises

DESCRIPTION
OpenText Tempo Box is a secure file transfer and synchronization service that leverages OpenText Content Server,
either standalone or in conjunction with SAP Extended ECM, to provide Enterprise File Sync & Share capabilities.

PRODUCT OVERVIEW
Available in conjunction with SAP Archiving and/or SAP Document Access, Tempo Box offers an innovative user
experience that closely mimics the capabilities they are used to from consumer-grade services, and it’s built from
the ground up on Content Server to ensure that information passing through the environment is always under con-
trol. Users can easily sync content across desktops and their mobile devices, while all files are safely managed and
controlled within Content Suite. When leveraged in conjunction with SAP Extended ECM (xECM), the reach of the
solution extends beyond just personal content and into content tied to SAP business processes. With the combined
power of xECM and Tempo Box, users are able to share and collaborate internally and externally on SAP-related
content such as supplier contracts, asset information, and project files.

PRODUCT HIGHLIGHTS
• Enterprise grade File Sync & Share capabilities, seamlessly tied into SAP business processes
• All content, both structured and unstructured, is available and kept in sync with Content Server providing one
data model and one compliant repository
• Content Suite Platform ensures that audit trails, version control, and permissions are maintained
and enforced
• Instant synchronization of content across any number of devices
• Flexible deployment options ensure the ability to manage Tempo Box entirely on-premises or via OpenText
Managed Cloud Services
• OpenText Tempo Note, an easy-to-use note-taking tool, is directly integrated with Tempo Box and enables
notes to be edited from the web or a mobile client
• SAP users can synchronize enterprise-managed content to a Tempo Box folder on their desktop and access
the content from their Tempo Box clients
• External sharing of enterprise content enables internal users with appropriate permissions to share enterprise
content with external users
• Mobile app support for iOS / Android to allow users to access content remotely and on-demand

KEY INTEGRATIONS
• OpenText Content Suite

E C OS Y S T E M | 1 0 4
FAMILY: O PEN T E X T S UIT E FO R S A P ® cloud

PRODUCT: O PEN T E X T EM PLOY EE FIL E M A N AG EM EN T on premises


FO R S A P S O LU TIO N S

DESCRIPTION
OpenText Employee File Management for SAP Solutions is an extension available for users of SAP Human
Capital Management®.

PRODUCT OVERVIEW
Employee File Management for SAP Solutions supports delivery of high-quality HR services by supporting the
process workflow, storage, retrieval, and archiving of all documents and digital content related to members of
the workforce. The solution manages large volumes of global workforce-related records from hire-to-retire by
automating administrative HR activities and eliminating costly paper archives, while maintaining compliance with
document retention and deletion regulations. The solutions provides support for key HR business processes by
streamlining onboarding and delivering simplified employee lifecycle management, agile HR shared services de-
livery, and efficient HR audit and compliance procedures.

PRODUCT HIGHLIGHTS
• Direct link to SAP transactions
• Secure archiving of employee documents according to legal regulations
• Support for employee and manager self-service and service center scenarios
• Simultaneous access from all locations
• Workflow support
• Full-text search and thumbnail-based file browsing
• Retention management rules for compliance purposes

KEY INTEGRATIONS
• OpenText Extended ECM for SAP Solutions
• SAP ERP Human Capital Management
• SAP SuccessFactors® HCM Suite
• SAP HANA ®

E C OS Y S T E M | 1 0 5
FAMILY: O PEN T E X T S UIT E FO R S A P ® cloud

PRODUCT: O PEN T E X T V EN D O R IN VO I CE M A N AG EM EN T on premises


FO R S A P S O LU TIO N S

DESCRIPTION
OpenText Vendor Invoice Management for SAP Solutions optimizes and automates invoice processing for
SAP customers.

PRODUCT OVERVIEW
Vendor Invoice Management for SAP Solutions works with SAP ERP to streamline Accounts Payable (AP) processes
for handling vendor invoices. This solution optimizes and simplifies the process of creating, managing, monitoring,
and routing purchase orders and invoices for AP personnel and vendors, and it automatically routes invoices to the
right person for resolution, approval, and payment.

PRODUCT HIGHLIGHTS
• Controlled and automated exception handling, aging, escalation, and reporting
• Predefined workflows with robust and extensible baseline functionality
• Automatic invoice routing, classification, and sorting
• Systematic detection of invoice exceptions and duplications
• Intuitive, graphical dashboard and enhanced reporting features
• Status monitoring and notifications
• HTML5-based approval application that allows invoice approval on mobile devices
• Optional add-on: OpenText Travel Receipts Capture Center for SAP Solutions uses the most advanced
document and character recognition capabilities available to turn receipts into machine-readable information

KEY INTEGRATIONS
• OpenText Document Access for SAP® Solutions
• OpenText Invoice Capture Center

E C OS Y S T E M | 1 0 6
FAMILY: O PEN T E X T S UIT E FO R S A P ® cloud

PRODUCT: O PEN T E X T E X T EN D ED ECM FO R S A P on premises


S U CCE S S FAC TO R S ®

DESCRIPTION
OpenText Extended ECM for SAP SuccessFactors is an extension available for users of SAP SuccessFactors.

PRODUCT OVERVIEW
Extended ECM for SAP SuccessFactors solutions include interactive document generation capabilities embedded
within the HR processes. Documents such as offer letters, employment contracts, compensation plans, program
communications, and correspondences can be generated within the SAP SuccessFactors workflows, using approved
templates and content, customized for the individual, and distributed via the recipient’s preferred method. The doc-
ument generation functionality accelerates and simplifies communication with candidates, employees, contractors,
retirees, and other business partners. Standard archiving functionality supports secure storage of all HR docu-
ments. Retention policies are enforced based on rules defined by the HR administrator.

PRODUCT HIGHLIGHTS
• Digital Employee File – a centralized repository for all employee Information integrated in the
SuccessFactors UI
• Full records management, based on rules defined by HR Administrators, supports record retention
policies and legal holds
• Role-Based Permissions from SuccessFactors leveraged to securely control employee content access
• Integrated personalized document generation and omni-channel distribution of all employee communications
• Automated tracking of employee documents to identify missing or out-of-date documents, violations reported
to HR business partner and employee

KEY INTEGRATIONS
• Extended ECM for SAP Solutions
• SAP SuccessFactors
• Document Presentment for SAP Solutions
• Document Presentment Live Add-on for SAP Solutions

E C OS Y S T E M | 1 0 7
FAMILY: O PEN T E X T S UIT E FO R S A L E S FO RCE ® cloud

PRODUCT: E X T EN D ED ECM FO R S A L E S FO RCE on premises

DESCRIPTION
OpenText Extended ECM for Salesforce connects cloud services to the OpenText Extended ECM Platform
and surfaces ECM capabilities and content inside the Salesforce user interface. The Extended ECM Platform
also spans SAP ®, Oracle ®, and Microsoft ® applications.

PRODUCT OVERVIEW
The Extended ECM Platform includes capabilities such as document management, records management, capturing,
archiving, workflow, and collaboration and makes these capabilities available for Salesforce users. Extended ECM
UI widgets surface content viewing, editing, and management inside the Salesforce user interface. While Extended
ECM for Salesforce runs inside the Force.com infrastructure, the related OpenText Extended ECM Platform compo-
nent can be deployed either via cloud or on prem.

PRODUCT HIGHLIGHTS
• Extended ECM takes care of the whole content lifecycle
• Access to content anywhere, anytime
• Produce value on a new level by increasing productivity, improving customer service, fostering better
and faster decisions, and providing a stable framework for compliance

KEY INTEGRATIONS
• OpenText Extended ECM Platform (SAP, Oracle, Microsoft)
• Salesforce.com/Force.com

E C OS Y S T E M | 1 0 8
OPENTE X T DISCOVERY SUITE

APPLICATIO NS

DI S COVER Y S U ITE
Axcelerate

PRO DU C T E X TENSIO NS
Decisiv

INDUS TRY E X TENSIO NS


Perceptiv

W W W.OPENTEX T.COM/DISCOVERY MAIN MENU


OVERVIEW

DESCRIPTION
OpenText Discovery Suite helps users discover what matters, with powerful tools to search,
extract, classify, review, and analyze content across the enterprise.

OVERVIEW
Discovery Suite brings discovery analytics to enterprise content, for fast access to key docu-
ments, contract terms, personnel with expertise, and critical early insights. Using unstructured
data analytics, machine learning, and interactive visualizations, our platforms are trusted by or-
ganizations worldwide to support litigation, investigations, due diligence, compliance, and better
decision-making.

KEY BENEFITS
• 
Identify key, relevant documents with machine learning and advanced analytics to
dramatically reduce the time required for critical insights
• 
Rapidly perform thorough, end-to-end discovery and investigations for a wide range of
legal and compliance purposes
• 
Spot and manage sensitive data like personally identifiable information (PII) with entity
extraction and pattern redaction
• 
Connect into data lakes and expertise silos across the organization with a single search
across multiple repositories for documents, projects, and personnel
• 
Process a multitude of data types and accurately extract metadata, key terms, and phrases
for analysis while maintaining links to original documents
• 
Automatically track and share key metrics on aggregate document characteristics to
better understand risks and opportunities
• 
Deploy on-premises, in the cloud, or via hybrid models

ARCHITECTURE
Discovery Suite consists of the following components:
• 
Discovery Suite Application(s): Market leading product(s) that can be purchased separate-
ly or combined to address specific eDiscovery, investigatory, and compliance needs
• 
Discovery Suite Extensions: Functional modules and complementary standalone solutions
that extend the capabilities of the Discovery Suite

D I S C OVE R Y S U I TE | 1 1 0
FAMILY: O PEN T E X T DIS COV ERY S UIT E cloud

PRODUCT: O PEN T E X T A XCEL ER AT E on premises

DESCRIPTION
OpenText Axcelerate is a complete, end-to-end eDiscovery and investigations platform that uses machine
learning and advanced analytics to identify, redact, and produce key facts and evidence.

PRODUCT OVERVIEW
Axcelerate was designed from the ground up to help legal and compliance teams analyze unstructured con-
tent (email, documents, chat data, and more) with the most powerful analytics and machine learning available.
Axcelerate’s proprietary analytics lead to earlier insights, faster review, and total process transparency. From
metadata Smart Filters that help cull down large document sets, to automated redaction and production tools,
to interactive reports showing review progress and efficiency, Axcelerate is loaded with the tools that help
modern corporate and firm legal teams excel at litigation discovery, regulatory response, internal investiga-
tions, due diligence, and more.

PRODUCT HIGHLIGHTS
• All the best analytics, built right in: Smart Filters, Phrase Analysis, Concept Search, End-of-Branch Email
Threading and Predictive Coding to help legal professionals discover what matters
• Issue-based, continuous machine learning builds on human tagging decisions and surfaces similar docu-
ments automatically for prioritized review
• Powerful ECA (early case assessment) capabilities enable targeted collection based on custodian, search
terms, and metadata attributes
• Flexible deployment via Cloud (subscription based hosting, services optional), OnDemand (full service,
individual case hosting), On Premise (licensed, behind the firewall), or hybrid as desired
• Purpose-built security features including encryption in-motion and at-rest
• L anguage-agnostic analytics and automatic foreign language categorization
• Dynamic, interactive visualizations for mapping and searching email and chat communications
• Business intelligence layer automatically tracks metrics with elegant, shareable reports
• Automated pattern redaction cleanses PII—across entire datasets or on-the-fly
• Sophisticated tools for bates numbering, branding, and rolling productions

KEY INTEGRATIONS
• OpenText Content Suite
• Microsoft ® Office ®
• Box
• Bloomberg Chat

D I S C OVE R Y S U I TE | 1 1 1
FAMILY: O PEN T E X T DIS COV ERY S UIT E cloud

PRODUCT: O PEN T E X T D ECIS IV on premises

DESCRIPTION
OpenText Decisiv combines enterprise search with powerful analytics to search multiple repositories at
once and quickly find critical documents, projects, and even internal subject matter experts.

PRODUCT OVERVIEW
Search with precision and reach. Decisiv looks beyond the text, extending search with conceptual analysis to
find responsive content even where keywords are unknown. Highly scalable, Decisiv provides the most com-
prehensive method for searching across multiple repositories at once. Fueled by powerful analytics for un-
structured data, Decisiv can even associate authors and enterprise groups with projects and subject matters,
enabling users to quickly identify internal experts and valuable work product from across the enterprise.

PRODUCT HIGHLIGHTS
• S earch across dozens of repositories at once with a single interface
• Identify key internal experts and entire projects on a particular topic
• Find the right documents without keywords using concept search
• Search with precision using type-ahead display of phrases including your search terms
• Narrow results with dynamic, stackable Smart Filters
• Visualize results with date histograms to hone in on the most relevant content

KEY INTEGRATIONS
• OpenText eDOCS, Livelink, and Content Server
• Microsoft ® SharePoint ®
• iManage Worksite
• Atlassian Confluence
• NetDocuments
• IBM ® Content Manager ®
• IBM FileNet ®
• EMC® Documentum®

D I S C OVE R Y S U I TE | 1 1 2
FAMILY: O PEN T E X T DIS COV ERY S UIT E cloud

PRODUCT: O PEN T E X T PERCEP TI V on premises

DESCRIPTION
OpenText Perceptiv extracts, processes, and organizes key contract terms across large document sets, pro-
viding trusted data for regulatory compliance, risk assessment, and informed decision making.

PRODUCT OVERVIEW
Perceptiv deconstructs complex contracts and organizes the key terms and conditions in a simple, accessible
interface, providing a golden source of data to inform decisions. Because Perceptiv leverages conceptual an-
alytics, it can accurately extract and organize millions of data points from complex contracts—including data
tables and even poor-quality OCR. Because Perceptiv is based on the OpenText Axcelerate eDiscovery plat-
form, it includes a complete suite of review tools for tagging and managing contracts for compliance purposes.

PRODUCT HIGHLIGHTS
• Extracts and organizes dozens of key contract terms for easy access to complex information
• Rapid HTML5 viewer displays source contracts side-by-side with extracted, indexed terms
• Full amendment history ensures only the most current information is relied upon
• Business intelligence dashboards turn contract term values into valuable insights

KEY INTEGRATIONS
• MRA & GMRA Repurchase Agreements
• ISDA MA & CSA Master Agreements
• GMSLA, MSLA, & OSLA Securities Loan Agreements
• Prime Broker Agreements
• Futures and Options Repurchase Agreements
• Forward Repurchase Agreements

D I S C OVE R Y S U I TE | 1 1 3
ANALY TIC S SUITE

APPLICATIONS

ANALY T I CS S U ITE
Big Data Analytics
Information Hub

PRODUCT EXTENSIONS
Accessible PDF for Information Hub
Analytics Designer
Analytics Studio
Dashboards
Interactive Viewer
Java Components
Metrics Management
Multi-Tenancy
Page Level Security

W W W.OPENTEX T.COM/ANALY TICS MAIN MENU


OVERVIEW

DESCRIPTION

OpenText Analytics Suite offers an integrated solution for advanced analytics and
embedded data visualization to help organizations better understand and engage their
market and customers.

OVERVIEW

Analytics Suite combines two products, OpenText Big Data Analytics and OpenText
iHub, in one integrated solution for advanced and predictive analytics and reporting as
well as embedded analytics and reporting for users at any skill level. Using a self-service
approach, users can access any data from structured to unstructured, including big data,
giving them a unified view of their data. The suite features common, shared services such
as single sign-on, single security model, common access, and shared data. Integration
APIs make embedding analytics content into web and mobile applications fast and easy.
Utilizing a low-code approach that enables extreme developer productivity puts data into
user’s hands faster.

Analytics Suite can be deployed on-prem, in the cloud, or as a hybrid model and is
embedded in OpenText Content Suite, OpenText Process Suite, OpenText Experience
Suite, and OpenText Business Network.

KEY BENEFITS
• Gain the insight to intelligently drive your business and better engage customers, partners,
and employees by leveraging your largest natural resource: data
• Optimize operations and increase revenue
• Reduce your risk and improve your offerings
• Gain a competitive advantage
• Provide a flexible self-service analytics experience while maintaining full centralized control
• Reduce time to market with low-code development and rich APIs
• Quickly integrate analytics into your existing applications at every level
• Future-proof applications with a scalable architecture that grows to meet any size
requirement, any number of users, and any source and amount of data

A N ALY T I C S | 1 1 5
FAMILY: A N A LY TI C S S UIT E cloud

PRODUCT: O PEN T E X T IN FO R M ATIO N H U B on premises

DESCRIPTION
OpenText Information Hub (iHub) is an enterprise-grade deployment server for secure interactive analytic
applications. It is the foundation for standalone and embedded applications in the OpenText Analytics
product stack.

PRODUCT OVERVIEW
The iHub platform allows global organizations (and OEMs like ISVs and hardware providers) to quickly design
and deploy data-driven, interactive visualizations. It supports an end-to-end analytics process to access any data
store; define HTML5 visuals and data objects; store, manage, and secure XML designs; and embed visualizations
via integration APIs such as JavaScript™ and REST. Because iHub can embed role-specific content in users’ every-
day applications, content becomes more available and actionable so users can make better and faster business
decisions. The fully featured deployment platform reduces the burden on IT leaders and their teams to manually
build infrastructure components, shortening time to value for their embedded analytics applications.

PRODUCT HIGHLIGHTS
• Near-linear scalability to serve millions of users
• Ease of integration into any mobile or web application and on any device
• Granular, flexible, layered security, plus integration with existing security infrastructure
• Intuitively usable output formats, such as Microsoft® Office, PDF, and dashboards require no training
for end users
• Easy access to multiple, disparate data sources, including Big Data, unstructured data, and more, with the
ability to build your own custom connectors
• Automatic content localization to multiple languages, currencies, and locales
• Fast cloud deployment thanks to pre-configured, Linux®-based virtual appliances

KEY INTEGRATIONS
• OpenText Analytics Suite
o OpenText Big Data Analytics
o OpenText Interactive Viewer
o OpenText Analytics Studio
o OpenText Dashboards
o OpenText Metrics Management
o OpenText Analytics Designer
• OpenText Business Network
• OpenText Experience Suite
• OpenText Process Suite
• OpenText Content Suite

A N ALY T I C S | 1 1 6
FAMILY: A N A LY TI C S S UIT E cloud

PRODUCT: O PEN T E X T BIG DATA A N A LY TI C S on premises

DESCRIPTION
OpenText Big Data Analytics is an advanced analytics software solution for business analysts who need to access,
blend, explore, and analyze all their data fast without depending on IT or data experts.

PRODUCT OVERVIEW
Big Data Analytics is engineered to read nearly every data source and to allow users to analyze Big Data with total
flexibility and ease, up to a thousand times faster than with traditional relational databases. Big Data Analytics
minimizes IT effort and speeds time-to-analysis across an organization. End users operate in an easy-to-use, visual
environment that enables them to upload their own data and then clean and enrich it, blending data from dispa-
rate sources. They can then apply pre-coded algorithms and analytical techniques to gain insights from massive
data sets on the fly.

PRODUCT HIGHLIGHTS
• Data preparation and self-service capabilities for business analysts and non-statisticians
• No coding or complex data modeling required
• Drag-and-drop visual interface navigated via user-friendly drop-down menus
• All data in a single view
• Analyze billions of records in seconds
• Powerful REST API supports mobile analytics, including complex filters and the ability to fetch database
information and metadata
• Best-practices analytical techniques built into the product
• Visual data mining, data enrichment, and predictive analysis
• Automatically publish analytical content into iHub, exporting it as a report design or Data Resource or
connecting to the Big Data Analytics columnar database using an Open Data Access (ODA) connector

KEY INTEGRATIONS
• OpenText Information Hub
• OpenText Dashboards
• OpenText Experience Suite
• OpenText Process Suite

A N ALY T I C S | 1 1 7
FAMILY: A N A LY TI C S S UIT E cloud

PRODUCT: O PEN T E X T A N A LY TI C S D E S IG N ER on premises

DESCRIPTION
OpenText Analytics Designer is a graphical, drag-and-drop design tool and IDE based on Eclipse™ for creating
interactive applications, dashboards, actionable business reports, templates, and Data Objects for deployment
on iHub.

PRODUCT OVERVIEW
Analytics Designer is a free commercial-grade companion design tool for iHub. Its powerful, visual IDE increases
productivity of IT leaders and their teams by providing built-in features to access data sources; transform, inte-
grate, and apply business logic to data; and secure, filter, format, and present dashboards, reports, and analysis to
users. Analytics Designer includes cube design and caching features, and ships with hundreds of HTML5 charts,
gadgets, and maps as well as commercial data drivers. Developers and IT use Analytics Designer also to build a
unified data layer that can feed all other iHub applications.

PRODUCT HIGHLIGHTS
• One tool for accessing and preparing data and generating templates, dashboards, reports, and other content
for iHub
• Publish designed reports securely, via SSL (Secure Sockets Layer), to any iHub instance deployed in the cloud
• Create reusable development components such as libraries of style definitions and iHub Data Objects
• Powerful data merging capacities in iHub Data Models, including outer and inner joins and
predefined measures
• Includes Java™ and JavaScript™ scripting capabilities to extend built-in design features
• REST Open Data Access (ODA) driver lets developers authenticate and connect to JSON unstructured data
through REST directly in the design tool
• Includes drivers for Big Data sources such as MongoDB® and Apache Spark®
• One-click application deployment to iHub
• Integrate and configure granular security features
• Patented technology creates accessible PDFs that conform to PDF/UA specifications and comply with
WCAG 2.0 Level standards
• Full integration with Eclipse IDE

KEY INTEGRATIONS
• OpenText Analytics Suite
o OpenText Information Hub
o OpenText Dashboards
o OpenText Interactive Viewer
o OpenText Analytics Studio
• OpenText Java Components
• OpenText Business Network
• OpenText Experience Suite
• OpenText Process Suite

A N ALY T I C S | 1 1 8
FAMILY: A N A LY TI C S S UIT E cloud

PRODUCT: O PEN T E X T ACCE S S IB L E PD F FO R on premises


IN FO R M ATIO N H U B

DESCRIPTION
OpenText Accessible PDF for Information Hub (iHub) defines the way a PDF document generated by OpenText
Information Hub will be read aloud by assistive technologies for the visually impaired.

PRODUCT OVERVIEW
Millions of people receive web-delivered PDF versions of bank statements, government notices, utility and tele-
com bills, and other communications in lieu of mailed hard copies. Many of these personalized documents incor-
porate data visualizations generated by iHub. With Accessible PDF for iHub, the blind and visually impaired can
use screen readers to access this content. To generate Accessible PDF output, objects are tagged appropriately in
the design tool and then deployed. The tags tell the reader application what the object is and what to read aloud.

PRODUCT HIGHLIGHTS
• Patented solution that complies with PDF/UA specification (ISO 14289) and is WCAG 2.0 Level AA compliant
• Smooth integration with iHub avoids the need for a separate, full-scale content management application when
only accessible PDFs are needed
• Customized treatment of specific objects
• Provides alternative text for objects such as images so the user is provided with a description of the object
• Sets the report language at the report level, and modifies language at the specific object/report item level

KEY INTEGRATIONS
• OpenText Analytics Designer
• OpenText Information Hub
• OpenText Business Network

A N ALY T I C S | 1 1 9
FAMILY: A N A LY TI C S S UIT E cloud

PRODUCT: O PEN T E X T DA S H B OA R DS on premises

DESCRIPTION
OpenText Dashboards is a module of OpenText Information Hub (iHub), which are web applications that aggre-
gate multiple data sources and views into a unified, interactive experience that encourages collaboration, data
exploration, and more precise decision-making at all levels of an organization.

PRODUCT OVERVIEW
Dashboards put visual data exploration and analysis at users’ fingertips. They blend charts, crosstabs,
tables, maps, data visualizations, gadgets, and other analytic content and services in interactive, seamless,
and configurable web applications that can be widely shared and consumed. Dashboards enable a range
of business users to make better decisions in less time, minimize risk, and increase competitive advantage
through self-service analytics.

PRODUCT HIGHLIGHTS
• Ships with multiple chart types that are all interactive and support HTML5
• Users can assemble custom interactive web applications using the Google GadgetsTM API and a library of
supplied templates
• Create your own web gadgets using OpenText Analytics Designer, HTML or JavaScript™ code, or URL calls
• Selectors enable all gadgets on Dashboard to communicate and interact with each other to deliver a unified
view of complex data
• Available Dashboard gadgets include Meter, Cylinder, Linear Gauge, Sparkline, Bullet, and Thermometer,
plus clickable, interactive maps, interactive, sortable tables, and dozens of graphically compelling charts
and graphs
• Easily share dashboards with others; changes made by the dashboard owner are automatically pushed
out to subscribers
• Dashboards leverage iHub security features, fast analysis, and ability to integrate multiple data sources,
as well as Big Data Analytics results and access to its columnar in-memory database

KEY INTEGRATIONS
• OpenText Analytics Suite
o OpenText Information Hub
o OpenText Interactive Viewer
o OpenText Analytics Studio
o OpenText Metrics Management
o OpenText Analytics Designer
o OpenText Big Data Analytics
• OpenText Business Network
• OpenText Process Suite
• OpenText Experience Suite

A N ALY T I C S | 1 2 0
FAMILY: A N A LY TI C S S UIT E cloud

PRODUCT: O PEN T E X T IN T ER AC TIV E VIE W ER on premises

DESCRIPTION
OpenText Interactive Viewer is a viewing tool for analytic content that is distributed via OpenText Information
Hub. It enables every user to modify, save, and share reports, dashboards, and data visualizations, without
requiring any technical skills.

PRODUCT OVERVIEW
Interactive Viewer enables report customization without technical understanding of the underlying data struc-
tures. Users can access and customize their content within moments of being introduced to the intuitive interface.
One report design serves many levels of users because it does not need to conform to just one structure. Running
a single, multi-purpose report reduces the workload on IT, empowers users, and increases their satisfaction.

PRODUCT HIGHLIGHTS
• Interactivity switched on by default, so users can start working with the content right away
• Multiple output formats available, including Export to Excel® Spreadsheet, which maintains formulas,
pivot tables, and macros
• Includes Interactive Crosstabs, a Pivot Table-like feature to further analyze data
• Provides a broad set of functionality for users to change reports
• Data visualizations support HTML5 across all platforms

KEY INTEGRATIONS
• OpenText Analytics Suite
o OpenText Information Hub
o OpenText Analytics Studio
o OpenText Dashboards
o OpenText Analytics Designer
• OpenText Experience Suite
• OpenText Process Suite

A N ALY T I C S | 1 2 1
FAMILY: A N A LY TI C S S UIT E cloud

PRODUCT: O PEN T E X T M U LTI -T EN A N C Y on premises

DESCRIPTION
Multi-tenant technology in OpenText Information Hub (iHub) provides organizations with a method to
manage multiple, distinct business intelligence and analytics applications and installations within a single
platform architecture.

PRODUCT OVERVIEW
OpenText Multi-Tenancy for iHub reduces deployment costs for business intelligence and analytics applications by en-
abling multiple tenants to share the same server infrastructure without compromising granular control over the security
and management of individual deployments. Multi-tenant capabilities are necessary to effectively centralize applications
and resources and improve shared infrastructure deployments’ servicing, virtualization, and cloud-targeted deployment.
iHub can service multiple projects within a single hardware and software environment while maintaining the security, us-
ability, and performance requirements of each project. This is even possible when each project requires different security
models or administrative needs.

PRODUCT HIGHLIGHTS
• Lighter deployment burden as iHub needs only a single cluster for the support of all applications, so this
minimizes the time spent configuring and installing virtual instances and software
• Reduced administrative load due to centralized administration from a single environment
• Simplified system impact testing by isolating many areas associated with a project
• Supports volume-specific backup and recovery operations
• Improved security
• Supports on-prem, cloud, and SaaS deployments
• Near-linear scalability to reach vast number of users
• Out-of-the-box High Availability feature for cloud deployment supports automated recovery from any
previous backup in case of server failure or disaster

KEY INTEGRATIONS
• OpenText Analytics Suite
o OpenText Information Hub
o OpenText Interactive Viewer
o OpenText Analytics Studio
o OpenText Dashboard
o OpenText Analytics Designer
• OpenText Business Network

A N ALY T I C S | 1 2 2
FAMILY: A N A LY TI C S S UIT E cloud

PRODUCT: O PEN T E X T PAG E L E V EL S ECU RIT Y on premises

DESCRIPTION
By applying existing security concepts/rules, OpenText Page Level Security (PLS) controls individual user access
to report pages, allowing IT leaders and teams to design a single report that meets the needs of a range of users.

PRODUCT OVERVIEW
PLS is an API for displaying content generated with OpenText Information Hub (iHub). PLS is one of the many
security features of iHub that can be employed to protect application data. But it is not only a security feature:
PLS supports and enables iHub’s renowned scalability as the only IT-friendly way to scale a report for thousands
or millions of users. In addition, it reduces time IT spends on building, customizing, managing, and maintaining
analytics content by using an indexed, very large, master content object, which is the instance of a multi-user
document, generated and stored on the deployment server. When the user requests iHub content, the PLS View
Service retrieves only the pages containing the data that the user is authorized to receive. PLS automatically as-
sembles, paginates, and presents that user’s document. The user simply receives a personalized report containing
the data that user is authorized to receive and is not aware of the larger report in the background

PRODUCT HIGHLIGHTS
• Integrates seamlessly with external security systems
• Helps decrease the server load by generating virtually limitless numbers of reports based on one query
• Generates a single document, which includes security rules that determine which pages a user can view,
print, or save
• Creates a personalized report for every user that includes only the pages they are allowed to see and
can select their preferred output format
• Avoids the need for the iHub administrator to define security rules for each user and create a personalized
report for each one

KEY INTEGRATIONS
• OpenText Analytics Suite
o OpenText Information Hub
o OpenText Analytics Designer
o OpenText Interactive Viewer
o OpenText Analytics Studio
o OpenText Dashboards
• OpenText Business Network

A N ALY T I C S | 1 2 3
FAMILY: A N A LY TI C S S UIT E cloud

PRODUCT: O PEN T E X T A N A LY TI C S S T U DIO on premises

DESCRIPTION
OpenText Analytics Studio is a web-based, self-service tool deployed on OpenText Information Hub (iHub) that
enables non-technical users to create and share interactive reports and other BI content without IT support, on
an ad hoc basis.

PRODUCT OVERVIEW
Analytics Studio provides a drag-and-drop, browser-based interface for creating, modifying, viewing, and sharing
iHub content. Users don’t need technical understanding of underlying data structures because Analytics Stu-
dio draws on iHub Data Objects and Data Models that shield users from too much complexity by exposing table
and field names in user-friendly terms. Users can independently create and share dynamic data visualizations and
business reports to find instant answers to specific business questions and make better day-to-day decisions.

PRODUCT HIGHLIGHTS
• Seamless integration into mobile and web applications
• Access via browser, no installation of client software required
• Ships with a set of re-usable templates and themes, or use Smart Web Layout feature to easily create and
reformat dashboard-style layouts
• User-friendly for the non-technical with a freshly redesigned, drag-and-drop graphic interface to create
crosstabs, tables, and charts
• Requires virtually no training, so anyone can run ad hoc reports, previewing and pre-filtering the data
before the report runs or adjusting parameters at runtime
• Populate new reports with information from available data sources, including Big Data Analytics
• Save, share, and return to ad hoc reports for later use
• All data visualizations support HTML5 and dynamic hyperlinks

KEY INTEGRATIONS
• OpenText Analytics Suite
o OpenText Information Hub
o OpenText Interactive Viewer
o OpenText Dashboards
o OpenText Analytics Designer
o OpenText Big Data Analytics
• OpenText Experience Suite
• OpenText Process Suite
• OpenText Business Network

A N ALY T I C S | 1 2 4
FAMILY: A N A LY TI C S S UIT E cloud

PRODUCT: O PEN T E X T M E TRI C S M A N AG EM EN T on premises

DESCRIPTION
OpenText Metrics Management is a performance management solution that enables organizations to use
acknowledged methodologies and comparative analytics to measure Key Performance Indicators (KPIs) and
performance-driven objectives.

PRODUCT OVERVIEW
Metrics Management provides everyone in an organization with a quick, intuitive understanding of root-cause
relationships, performance management issues, responsibilities, and actions. It works with many popular perfor-
mance management frameworks and provides consistent, color-based display of KPIs with drill-down capabilities
and commenting. Metrics Management can be deployed on premise or in the cloud, and is available as a SaaS.

PRODUCT HIGHLIGHTS
• Unified, generic framework supports many popular performance management methodologies including Six
Sigma, Malcom Baldrige, Balanced Scorecard, European Foundation for Quality Measurement (EFQM), and
service-level agreement (SLA)
• Simple, powerful visualizations expose performance measures, ownership, locations, and status, including
hierarchies that indicate dependencies
• A commenting mechanism and the ability to define and track actions and ideas support continuous
improvement initiatives
• Strong, flexible security and access control options keep valuable data safe
• Extensive data import and export capabilities ensure accurate integration and reports
• Available as a standalone, turnkey solution, deployable on-prem, cloud-based, or SaaS
• Supports multiple languages

KEY INTEGRATIONS
• OpenText Analytics Suite
o OpenText Information Hub
o OpenText Dashboards
• OpenText Business Network

A N ALY T I C S | 1 2 5
FAMILY: A N A LY TI C S S UIT E cloud

PRODUCT: O PEN T E X T JAVA CO M P O N EN T S on premises

DESCRIPTION
OpenText Java Components is a collection of related web applications that run on a web or application server,
automate report generation, and provide viewing services for end users.

PRODUCT OVERVIEW
Java Components technology is a package of web application modules that can be licensed individually as needed.
Java Components is platform-independent, scalable by separating user-interface design from content generation,
and customizable to specific environments and user requirements. It is used to embed analytic capabilities directly
into a website, application, or appliance. This deployment option is available for software and hardware vendors
as well as technology appliance manufacturers who need to retain their existing web application architecture and
look for a lightweight implementation option.

PRODUCT HIGHLIGHTS
• Small footprint
• Integrates with application server authentication
• JavaServer Pages™ (JSPs) support creating HTML or XML pages that combine static web page templates with
dynamic content
• JSR 168-compliant portlets provide access to reports through portal servers that support the JSR 168 standard
• Report designs and documents are stored on a file system
• Secure HTTP (HTTPS) supports secure information transfer on the web
• Simple Object Access Protocol (SOAP) standards provide plain text transmission of XML using HTTP
• Supports JavaScript™ to quickly and easily embed content

KEY INTEGRATIONS
• OpenText Analytics Designer
• OpenText Analytics Studio
• OpenText Interactive Viewer
• Eclipse Open Source BIRT
• OpenText Business Network

A N ALY T I C S | 1 2 6
SPECIALT Y TECHNOLOGIE S

S PECI ALT Y T ECHNOLOGIES


CONNEC TIVIT Y SOLUTION S
Exceed OnDemand
Exceed TurboX
Exceed
Exceed PowerSuite
HostExplorer
Secure Shell
NFS Client
NFS Solo
NFS Server
NFS Gateway
SOCKS Client
Exceed 3D
Exceed XDK

REPORT AND OUTPUT


MANAG EMENT SOLUTION S
Report and Output Management
Output Management, Interface For SAP®
Interface For Microsoft® Sharepoint®
Content Server
Electronic Bill And Statement Presentment

ED O C S SOLUTIONS
Document Management, eDOCS Edition
Records Management, eDOCS Edition
Email Filing, eDOCS Edition
eDOCS Integration for Microsoft® SharePoint®
Image Crawler for eDOCS
Guardian for eDOCS by Wertheim
Document Management Imaging, eDOCS Edition
Document Management Workflow, eDOCS Edition
Content Access for eDOCS
MAIN MENU
OVERVIEW

DESCRIPTION

OpenText Connectivity connects a Microsoft® Windows® desktop or Citrix® XenApp®


environment to centralized business host systems, including X Window System, UNIX ® /
Linux® servers, mainframes, AS/400, and others.

OVERVIEW

The Connectivity products enable organizations to benefit from low-cost, widely available
PC and web technologies while leveraging investments in data, enterprise applications, and
host systems (mainframes, UNIX/Linux servers, and similar systems that reside in the data
center). Connectivity 15 includes enhanced security and performance for easier, faster
connections with greater protection of sensitive data on open networks.

KEY BENEFITS
• Allows organizations to replace costly UNIX/Linux PCs and IBM terminals with low-cost
Microsoft Windows PCs, without having to replace or upgrade any existing mainframes
or servers

• Provides access to business applications for users who work in remote locations

• Features enhanced performance and security to protect applications and data across
open networks and meet the challenges of today’s work environments

• Products are continually improved, supported, and updated to the latest Windows
operating systems and virtualization environments
• Products have been finely tuned with decades of R&D, are supported by a veteran
customer service team, and are backed by the strength of OpenText

S PE C I A LT Y T E C H N OLOGI E S | 1 2 8
FAMILY: O PEN T E X T CO N N EC TIVIT Y cloud

PRODUCT: O PEN T E X T E XCEED O N D EM A N D on premises

DESCRIPTION
OpenText Exceed onDemand is the enterprise solution for dependable, managed application access for
X Window systems, including UNIX®, Linux®, Oracle ® Solaris, AIX, and HP-UX.

PRODUCT OVERVIEW
Exceed onDemand is a thin-client remote access solution that provides dependable, high performance, and
secure managed access to X Window (for example, UNIX, Linux, Solaris) applications and desktops from a variety
of platforms including Windows ®, Apple ®, and Linux desktops; Apple iPad® devices; and Oracle Solaris and
IBM ® workstations. Exceed onDemand offers offers pixel-perfect drawing, low-cost scalability, and trusted
security access over any network connection, and it allows organizations to securely and reliably deliver the most
complex line-of-business applications to thousands of enterprise users, over the internet or corporate network.

PRODUCT HIGHLIGHTS
• 
Provides highly precise, color-accurate rendering for some of the most sophisticated business software
available, including engineering design (CAD) and 3D modeling applications
• 
Enforces security with SSH and SSL standards to control remote application access and protect valuable
business assets
• 
Prevents unauthorized eavesdropping with end-to-end SSH/SSL encryption
• 
Supports productivity by allowing users to transfer, suspend, or resume X sessions; manage configuration
files; and collaborate in shared sessions
• 
Provides various licensing options and tools to support businesses in maximizing their user productivity

KEY INTEGRATIONS
• 
Active Directory
• LDAP
• Kerberos
• OpenSSL

S PE C I A LT Y T E C H N OLOGI E S | 1 2 9
FAMILY: O PEN T E X T CO N N EC TIVIT Y cloud

PRODUCT: O PEN T E X T E XCEED T U R B OX on premises

DESCRIPTION
Exceed TurboX is an advanced solution for desktop virtualization and remote access to enterprise applications
and data.

PRODUCT OVERVIEW
As a managed, Web-based application-access solution, Exceed TurboX empowers users and administrators
alike. Exceed TurboX provides a central location for IT to securely deploy applications running on a variety
of X Window servers (such as UNIX®, Linux®, Solaris ®, and VMS) and Windows servers for a managed list of
users. Applications and data can be accessed from Windows, Linux, and Apple OS X and iOS systems. Initially
designed for X Window applications in a UNIX/Linux environment, Exceed TurboX has been expanded to
provide similar functionality and capabilities in a Windows server environment, making it a cross-platform
solution for enterprises that operate mixed hosting environment.

PRODUCT HIGHLIGHTS
• 
Consolidated application and user management: admins can monitor and manage ETX
from any location using just a web browser
• 
Simplifies access for users applications and personal settings through an easy-to-use web dashboard
• 
Zero client installation: client is downloaded on demand through a web-browser so applications
can be accessed from any machine
• 
Offers built-in support for OpenGL and provides high-definition display with pixel-perfect
drawing and precise color rendering
• 
Provides GPU-powered remote sessions in both UNIX and Windows, with support
for H.264 streaming and hardware-based H.264 compression
• 
Up to 90% more efficient in bandwidth usage than traditional X servers, thanks to
the highly effective ThinX Protocol
• 
Includes clustering and load balancing to match the growing complexity of UNIX/Linux
applications and their demand for computing resources
• 
Automatically suspends any active session in the event that the network connection is lost,
and protects unsaved work

KEY INTEGRATIONS
• 
Active Directory
• 
LDAP
• 
Kerberos
• 
OpenSSL

S PE C I A LT Y T E C H N OLOGI E S | 1 3 0
FAMILY: O PEN T E X T CO N N EC TIVIT Y cloud

PRODUCT: O PEN T E X T E XCEED on premises

DESCRIPTION
OpenText Exceed is a secure, high-performance X Window server that enables Microsoft® Windows ® desktops
to run high-end X Window applications running on UNIX® and Linux® servers.

PRODUCT OVERVIEW
Exceed securely and reliably connects Windows and Citrix® desktops to X Window applications and legacy
mainframes. Exceed is used by large enterprises in industries such as financial services, retail, and manufacturing
as well as SMBs and small departments within large organizations. It is the premier solution for high-end X
Window applications such as CAD/CAM engineering and design software, seismic analysis, financial software,
and modern Linux desktops.

PRODUCT HIGHLIGHTS
• 
Enables access to powerful applications and information running on networked hosts
• 
Establishes simultaneous connections to different computers running X applications
• 
Uses an X window manager to display a familiar visual interface from your X environment
• 
Supports smart card and PIV authentication for enhanced security
• 
Compatible with Windows 7 and 8, Citrix Ready, and FIPS 140-2 cryptography

KEY INTEGRATIONS
• 
OpenText Secure Shell
• 
OpenText Exceed 3D
• 
OpenText Exceed XDK

INTERNET

USER SSL TN3270, TN5250 MAINFRAME,


TELNET AS/400, UNIX

INTERNET

USER SECURE SHELL 2 REMOTE LOGIN, UNIX


FILE TRANSFER, X11

EXTRANET

USER KERBEROS V4 V5 AUTHENTICATION SINGLE KERBEROS SERVER


SIGN-ON ENCRYPTION (UNIX & WINDOWS)

S PE C I A LT Y T E C H N OLOGI E S | 1 3 1
FAMILY: O PEN T E X T CO N N EC TIVIT Y cloud

PRODUCT: O PEN T E X T E XCEED P OW ER S UIT E on premises

DESCRIPTION
OpenText Exceed PowerSuite combines a powerful PC X server with OpenGL support, comprehensive terminal
emulator, kernel-based network file systems solution, and a complete set of TCP/IP utilities.

PRODUCT OVERVIEW
Exceed PowerSuite product bundle includes the following products: OpenText Exceed, OpenText Exceed 3D,
and OpenText NFS Solo. Together, these products offer organizations everything they need to connect to any
type of legacy system in the enterprise and allow users to access data and applications in ways that are most
convenient to them.

PRODUCT HIGHLIGHTS
• 
OpenText Exceed is a secure, high-performing X Window System server that connects Microsoft® Win-
dows® desktops to high-end X Window applications running on UNIX® and Linux® servers
• 
OpenText Exceed 3D enables users to access complex 3D applications running on UNIX, Linux,
or other X11 desktops from a Microsoft Windows PC and provides support for the OpenGL API
• 
OpenText NFS Solo is a Network File System (NFS) client implementation for Microsoft Windows;
it allows Windows users to access UNIX file and printer resources using the UNIX-native NFS protocol

KEY INTEGRATIONS
• 
Citrix® XenApp®
• OpenSSL

OPENTEXT NFS CLIENT

SSL-LIPKEY KERBEROS
CLIENT CLIENT
Exceed
PowerSuite

OPENGL
API SUPPORT X SERVER

GREEN SCREEN OPENTEXT


EMULATION NFS SERVER

TCP/IP UTILITIES

S PE C I A LT Y T E C H N OLOGI E S | 1 3 2
FAMILY: O PEN T E X T CO N N EC TIVIT Y cloud

PRODUCT: O PEN T E X T H OS T E X PLO R ER on premises

DESCRIPTION
OpenText HostExplorer provides fast and reliable connections from a Windows ® PC to a variety of enterprise
hosts including IBM ® 3270 mainframes, AS/400, UNIX®/Linux® systems, and FTP hosts.

PRODUCT OVERVIEW
HostExplorer enables organizations to access their legacy mainframes and enterprise hosts from the latest
desktop and web technologies. Unlike other solutions on the market, HostExplorer offers both desktop-based
software and a web-to-host terminal emulation environment—providing excellent security, fast performance,
and a customizable emulation environment whether you access it from the web or desktop.

PRODUCT HIGHLIGHTS
• 
Provides an integrated web-to-host solution so organizations can offer a browser interface to existing
applications, without risks or additional training
• 
Provides migration and macro conversion to enable switching from Attachmate® Extra!,
Micro® Focus Rumba, and IBM ® PComm
• 
Supports common security protocols including SSH2, SSL, and Kerberos
• 
Compliant with TN3270E, TN5250E, and VT; supports FIPS-compliant ciphers

KEY INTEGRATIONS
• 
Citrix® XenApp®
• OpenSSL

MAINFRAME

WORK STATION HOSTEXPLORER DESKTOP-BASED TERMINAL

AS/400

WEB SERVER

HOSTEXPLORER UNIX®
WEB-DEPLOYED TERMINAL

S PE C I A LT Y T E C H N OLOGI E S | 1 3 3
FAMILY: O PEN T E X T CO N N EC TIVIT Y cloud

PRODUCT: O PEN T E X T S ECU R E S H EL L on premises

DESCRIPTION
OpenText Secure Shell is a stand-alone SSH tunnel for third-party applications, and can be used as an add-on
product to Exceed and HostExplorer to provide encrypted traffic across open networks.

PRODUCT OVERVIEW
OpenText Secure Shell is a comprehensive security solution that safeguards network traffic over the internet
or the corporate network. When included with OpenText Exceed or OpenText HostExplorer, it provides Secure
Shell 2 (SSH-2), Secure Sockets Layer (SSL), LIPKEY, and Kerberos security mechanisms to ensure security for
communication types such as X11, NFS, terminal emulation (Telnet), FTP, and any TCP/IP protocol. OpenText
Secure Shell encrypts data to meet the toughest standards and requirements such as FIPS 140-2.

PRODUCT HIGHLIGHTS
• 
Provides support for the following standards-based security protocols: SSH, SSL/TLS, Kerberos
• 
Protects sensitive, proprietary information at all times—at rest and in motion—while enabling access from
remote computers and devices
• 
Ensures zero disruption to the users who remotely access data and applications from web browsers and
desktop computers
• 
Compatible with Windows® 7 and 8, Citrix® Ready, and FIPS 140-2 compliant

KEY INTEGRATIONS
• 
Citrix XenApp®
• 
Active Directory
• 
LDAP
• 
Kerberos
• 
OpenSSL

INTERNET

USER SSL TN3270, TN5250 MAINFRAME,


TELNET AS/400, UNIX

INTERNET

USER SECURE SHELL 2 REMOTE LOGIN, UNIX


FILE TRANSFER, X11

EXTRANET

USER KERBEROS V4 V5 AUTHENTICATION SINGLE KERBEROS SERVER


SIGN-ON ENCRYPTION (UNIX & WINDOWS)

S PE C I A LT Y T E C H N OLOGI E S | 1 3 4
FAMILY: O PEN T E X T CO N N EC TIVIT Y cloud

PRODUCT: O PEN T E X T N FS S O LO & O PEN T E X T N FS CLIEN T on premises

DESCRIPTION
OpenText NFS Solo and NFS Client allow Microsoft® Windows ® users to access file and printer resources
residing on UNIX®, Linux®, VMS, Mac®, and many NFS-enabled hosts.

PRODUCT OVERVIEW
NFS Solo and NFS Client offer high performance, security, and convenience, without modifying host systems.
NFS Solo includes an NFS client and lightweight NFS server. NFS Client adds OpenText HostExplorer, which
provides a terminal emulator. NFS Solo and NFS Client are fine-tuned for modern network infrastructures,
such as 10GbE networks to deliver the highest sustainable transfer rate of up to 560 MB per second. NFS Solo
and NFS Client easily meet many storage and workflow requirements, including high-definition data streaming.

PRODUCT HIGHLIGHTS
• 
Meets FIPS 140-2 compliance (NFS Client) and Windows 7 compatible (NFS Solo)
• 
Supports NFS versions 2, 3, and 4 (RFC1094, RFC1813, RFC3530)
• 
Supports Kerberos and LIPKEY as GSS providers
• 
Native 64-bit support for Microsoft Windows x64 family and Windows 7
• 
Provides integrated web-to-host capability (NFS Client)
• 
Intelligent Name Mapping Cache for improved productivity

WINDOWS NFS
PC CLIENT

USER CITRIX® RECEIVER OR WINDOWS 7, 8 / USER


WINDOWS RDP CLIENT WINDOWS SERVER 2008

NFS
CLIENT

CITRIX® XENAPP™ OR WINDOWS


REMOTE DESKTOP SERVER (RDS)

UNIX IBM MAINFRAME, AS/400 LINUX

S PE C I A LT Y T E C H N OLOGI E S | 1 3 5
FAMILY: O PEN T E X T CO N N EC TIVIT Y cloud

PRODUCT: O PEN T E X T N FS S ERV ER on premises

DESCRIPTION
OpenText NFS Server turns Windows ® PCs into enterprise-class NFS servers, allowing NFS-enabled devices to
seamlessly access Windows file resources.

PRODUCT OVERVIEW
Most Windows-based network-attached storage (NAS) solutions lack a reliable and high-performance connection
to UNIX® and other NFS-based storage devices. OpenText NFS Server empowers Windows NAS solutions with
a true enterprise-class NFS server that integrates seamlessly with the Microsoft® ecosystem, from the operating
systems to the Active Directory service.

PRODUCT HIGHLIGHTS
• 
Provides better scalability and fail-over in Microsoft cluster environments
• 
Supports Enterprise Directory Services for better access control with NIS, NIS+, LDAP,
and Microsoft Active Directory
• 
Provides automatic name mapping for storing Windows and UNIX name mapping on Directory Services
• 
Meets security and compliance requirements as the only PC NFS solution that supports NFSv4
and LIPKEY security

NFS TRAFFIC OPENTEXT NFS SERVER™

WINDOWS

NETWORK ATTACHED STORAGE


(NAS)

UNIX® AND LINUX®

IBM® MAINFRAME, AS/400

WINDOWS SERVER WINDOWS VISTA® WINDOWS SERVER


2008 2003

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FAMILY: O PEN T E X T CO N N EC TIVIT Y cloud

PRODUCT: O PEN T E X T N FS G AT E WAY on premises

DESCRIPTION
OpenText NFS Gateway is a stable, centrally managed, and high-performance, zero-client solution that acts as
a proxy between UNIX®/NFS and Microsoft®/SMB networks.

PRODUCT OVERVIEW
By empowering a Windows ® Server with the functionalities of an NFS client and allowing it to share the access
to NFS resources with downstream Windows-based clients, NFS Gateway turns the Windows server into a
software gateway between Microsoft and NFS networks. It provides IT organizations with a single point of
access control and resource management through tight integration with enterprise directory services, such
as Microsoft Active Directory. It offers compatibility, performance and reliability without requiring software
installation on Windows PC clients. For organizations with light or occasional needs to access file resources on
UNIX or NFS-enabled devices, NFS Gateway is an ideal solution.

PRODUCT HIGHLIGHTS
• 
Requires no client software on Windows desktops for zero installation, zero overhead
• 
Allows IT administrators to centrally control who can access which NFS resources
• 
Provides better scalability and fail-over in Microsoft cluster environments
• 
Supports Enterprise Directory Services, integrating with LDAP or
Microsoft Active Directory with ease

UNIX®

NFS GATEWAY
SMB
CONNECTION NFS CONNECTION

PC WINDOWS IBM® MAINFRAME,


USER WORK STATION SERVER 2008 AS/400
AND
WINDOWS
SERVER 2003

UNIX®

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PRODUCT: O PEN T E X T S O CK S CLIEN T on premises

DESCRIPTION
OpenText SOCKS Client is a Windows ® 7–certified, state-of-the-art Windows security solution that allows you
to connect to hosts across firewalls.

PRODUCT OVERVIEW
Without requiring any changes to enterprise applications, SOCKS Client helps organizations enforce security
policy and allow those applications to reach legitimate external hosts through simple, centrally controlled rule-
based settings. This product uses the SOCKS industry-standard security protocol developed to allow computers
on one network to connect to hosts on another network through a proxy. Supporting the latest Microsoft®
Windows operating system and backed by a highly regarded customer support organization, SOCKS Client can
be a critical component of your enterprise security strategy.

PRODUCT HIGHLIGHTS
• 
Controls access by application, destination host name or IP address, or port range
• 
Functions as a SOCKS-based personal firewall on modern Windows 32- and 64-bit platforms,
including Microsoft Windows 7 and Windows Server 2008 R2
• 
Offers independent software vendors (ISVs) the ability to include SOCKS technology in their applications
without changing code or workflows

APPLICATIONS

STOP

SOCKS SERVER OR NETWORK


PROXY APPLIANCES SUCH AS
BLUE COAT PROXYSG HOST

OPENTEXT SOCKS
SOCKS
CLIENT

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FAMILY: O PEN T E X T CO N N EC TIVIT Y cloud

PRODUCT: O PEN T E X T E XCEED 3 D on premises

DESCRIPTION
OpenText Exceed 3D is an add-on to OpenText Exceed for rendering OpenGL-based 3D graphics applications
over a remote connection.

PRODUCT OVERVIEW
Exceed 3D enables users to access complex 3D applications running on UNIX®, Linux®, or other X11 desktops
from a Microsoft® Windows ® PC. It provides support for the OpenGL API—the industry standard three-
dimensional visual interface—to ensure that those complex applications are rendered and displayed with the
best possible accuracy and performance.

PRODUCT HIGHLIGHTS
• 
Enables Windows PCs to run high-end engineering and finite analysis applications based on OpenGL,
including CAD/CAM/CAE, medical, and seismic applications
• 
Leverages the accelerated capabilities of modern graphics cards to display complicated three-dimensional
drawings running on a remote application server to your local Windows desktop
• 
Reduces total cost of ownership by replacing expensive UNIX workstations with cost-effective
Windows PCs
• 
Reduces CPU usage for GLX applications, leading to performance improvements in situations where the
CPU is the limiting factor

User Exceed Exceed User

Windows 7 Windows Server 2008 R2 / 2012 Windows 7 Windows Server 2008 R2 / 2012
Windows 8 Citrix XenApp for Windows Windows 8 Citrix XenApp for Windows
Windows Terminal Services Windows Terminal Services

Dial-Up (LBX) LAN WAN OpenText


Secure Shell

UNIX Linux DEC VMS

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FAMILY: O PEN T E X T CO N N EC TIVIT Y cloud

PRODUCT: O PEN T E X T E XCEED X D K on premises

DESCRIPTION
OpenText Exceed XDK is a software development package for porting existing X Window® applications from
UNIX®, Linux®, or VMS systems to Microsoft® Windows with minimum re-programming requirements.

PRODUCT OVERVIEW
Enterprise applications take years to create and perfect and often require hundreds of thousands or even millions
of dollars to build, test, and improve. Exceed XDK preserves your investment in X Window applications and can
reduce the future cost of ownership for those applications. It reduces software development costs and shortens
development cycles. Software companies can develop new product offerings by releasing Windows-ready
applications based on existing source code.

PRODUCT HIGHLIGHTS
• 
Protects and leverages the investments in legacy applications
• 
Extends the life-span of proven applications
• 
Allows developers to remove legacy applications from aging hardware and older operating systems
• 
Takes advantage of the ubiquitous, low-cost Microsoft Windows PC platform

1. X applications 2. Re-compile the X 3. Now X applications can 4. …or X applications running


residing on applications using run on Windows PC on a remote Windows PC
UNIX systems. Microsoft Visual C++® workstation. Exceed Workstation.
with Exceed XDK can access other local
libraries. X applications…

Exceed Exceed
Exceed
X app X app

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OVERVIEW

DESCRIPTION
OpenText Report & Output Management offerings extend your Enterprise Information
Management (EIM) strategy to semi-structured content generated from batch processes,
such as HR and finance reports or invoices and statements.

OVERVIEW
Report & Output Management solutions (formerly known as Vista Plus® Suite) support an
organization’s EIM strategy by capturing output from Enterprise Resource Planning (ERP) and
other applications and storing it in a central repository where it can be managed, secured, and
delivered electronically. Incorporating this content into your OpenText EIM system allows you
to provide controlled distribution with security and access controls to ensure that people
who need to view and print reports and other output can do so, even if they aren’t able to
open the source application.

KEY BENEFITS
• Capture and store information from packaged applications and present the information in
a personalized, web-based view through OpenText Content Server or Microsoft® SharePoint®
• Present users with report content that is specific to their requirements or access rights,
including entire reports, report segments, or specific pages
• Ensure delivery of business-critical SAP® documents

• Provide retention, accessibility, and auditability of fixed content managed


in a compliant repository
• Offer ability to deliver dynamic, personalized statements, bills, and invoices with
OpenText StreamServe

ARCHITECTURE
Records and Output Management consists of the following components:
• OpenText Report and Output Management: The foundational offering of
OpenText Report and Output Management
• OpenText Report and Output Management, Interface for SAP:
For online viewing and archiving needs
• OpenText Report and Output Management Interface for Microsoft SharePoint:
For accessing fixed content through SharePoint
• OpenText Report and Output Management for Content Server:
For extending EIM to output from enterprise applications
• OpenText Report and Output Management for Electronic Bill
and Statement Presentment: For offering self-service through portals or websites

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FAMILY: O PEN T E X T R EP O RT A N D O U TPU T M A N AG EM EN T cloud

PRODUCT: O PEN T E X T R EP O RT A N D O U TPU T M A N AG EM EN T on premises

DESCRIPTION
OpenText Report and Output Management extends your Enterprise Information Management (EIM) strategy
to include fixed content from enterprise, legacy, and mainframe applications.

SOLUTION OVERVIEW
Report and Output Management (ROM) allows you to extend your EIM strategy to include the semi-structured
content generated from batch processes, such as HR and finance reports or invoices and statements. ROM
captures and stores critical information from packaged applications like Oracle ® E-Business Suite, PeopleSoft®,
and SAP®, as well as custom, mainframe, or legacy applications. The solution presents information in a logical,
personalized, secure manner that is easily accessed inside or outside the enterprise via Microsoft® SharePoint®,
OpenText Content Server, OpenText eDOCS, or an easy-to-use web-based interface.

HIGHLIGHTS
• 
Information is captured and stored from packaged applications and presented in a personalized,
web-based view
• 
Anytime, anywhere access to semi-structured content—including reports, invoices, and statements—
from any location or device
• 
Content is searchable and viewable directly within OpenText Content Server
• 
Users receive report content that is specific to their requirements or access rights,
including entire reports, report segments, or specific pages
• 
Report output can be captured, ingested, and exposed within the familiar SharePoint environment
• 
Simple, secure self-service access to customer billing, statements, invoices,
and other customer-facing documents
• 
Integration with OpenText StreamServe supports a Customer Communications Management
strategy with dynamic, personalized statements

KEY INTEGRATIONS
• 
OpenText Content Server
• 
OpenText StreamServe
• 
OpenText eDOCS
• 
Microsoft SharePoint
• 
Oracle E-Business Suite
• 
PeopleSoft Enterprise
• 
SAP Business Suite

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FAMILY: O PEN T E X T R EP O RT A N D O U TPU T M A N AG EM EN T cloud

PRODUCT: O PEN T E X T O U TPU T M A N AG EM EN T, on premises


IN T ER FACE FO R S A P

DESCRIPTION
OpenText Output Management, Interface for SAP is an output management solution that offers reliable deliv-
ery and management of SAP documents and reports.

SOLUTION OVERVIEW
Output Management, Interface for SAP provides a fundamental component of the SAP business workflow:
reliable delivery and management of business documents and reports. The product is certified to SAP’s X-OMS
(eXtended Output Management System) interface, and it enhances the native output capabilities of SAP by
providing a bi-directional link between the SAP Business Suite application and the target destination devices.
It offers job tracking and failover with proactive notification of printer state and job completion status. With
Output Management, Interface for SAP, users and administrators can ensure that important SAP documents,
including invoices, purchase orders, and picklists, reach their final destination.

HIGHLIGHTS
• 
Ensures delivery of business-critical SAP documents for a smooth execution of business processes
• 
Shows status and availability of output jobs and resources in real time
• 
Proactively alerts administrators of critical job and device status
• 
Notifies job owners when a print job fails or is re-routed
• 
Reduces CPU usage in the SAP environment by offloading queue space and processing cycles
• 
Supports ad-hoc users, background processes, and reports
• 
Allows job owners to re-submit “failed” jobs without having to re-create the job from the application

KEY INTEGRATIONS
• 
OpenText Content Server
• 
SAP Business Suite
• 
mySAP.com

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FAMILY: O PEN T E X T R EP O RT A N D O U TPU T M A N AG EM EN T cloud

PRODUCT: O PEN T E X T R EP O RT A N D O U TPU T M A N AG EM EN T on premises


IN T ER FACE FO R MI CROS O F T S H A R EP OIN T

DESCRIPTION
OpenText Report & Output Management Interface for Microsoft SharePoint captures and stores critical
information from enterprise applications and makes this information available to Microsoft SharePoint.

SOLUTION OVERVIEW
Report & Output Management Interface for SharePoint captures fixed content into an electronic archive, from
which it can be delivered to SharePoint users. Those users gain the ability to search and access reports directly
from within SharePoint. This solution is ideal for organizations that rely on Microsoft SharePoint as a primary
access point for enterprise information: business users love the simplicity of SharePoint; IT enjoys the hands-
off, self-service approach it enables the staff; and CIOs and CTOs like the fact that Microsoft SharePoint fits
with the organization’s overall infrastructure.

HIGHLIGHTS
• 
Extends EIM to your mainframe system, Enterprise Resource Planning (ERP) applications, and other
semi-structured content and enhances the value of your investment in Microsoft SharePoint
• 
Consolidates access to all content, including mainframe and ERP report output, through a SharePoint
single interface
• 
Enables you to use SharePoint for self-service access for customer billing, statements, invoices,
and other documents
• 
Provides retention, accessibility, and auditability of fixed content managed in a compliant repository
• 
Reduces IT backlog associated with custom report generation

KEY INTEGRATIONS
• 
Microsoft SharePoint
• 
Oracle® E-Business Suite®
• 
PeopleSoft Enterprise®
• 
SAP Business Suite®
• 
mySAP.com

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FAMILY: O PEN T E X T R EP O RT A N D O U TPU T M A N AG EM EN T cloud

PRODUCT: O PEN T E X T R EP O RT A N D O U TPU T M A N AG EM EN T on premises


FO R CO N T EN T S ERV ER

DESCRIPTION
OpenText Report & Output Management for Content Server gives business users a single source and
consistent user experience to search for, view, and print output from Enterprise Resource Planning (ERP) and
other applications.

SOLUTION OVERVIEW
OpenText Content Server acts as the central repository and foundation for OpenText Enterprise Information
Management (EIM). With Report & Output Management for Content Server, batch output such as financial
reports, inventory reports, invoices, and statements can be ingested and accessed by repositories where such
formats are not natively supported. Users gain the ability to search for and access reports directly from Content
Server, eDOCS, or Microsoft® SharePoint®. However, users are presented only with report content that is specific
to their requirements or access rights, which could include entire reports, report segments, or specific pages.

HIGHLIGHTS
• 
Extends EIM to your mainframe system, ERP applications, and other semi-structured content and enhances
the value of your investment in Open Text ECM Suite
• 
Consolidates access to all content, including mainframe and ERP report output, through a single interface
• 
Supports access rights for entire reports, report segments, or specific pages
• 
Provides retention, accessibility, and auditability of fixed content managed in a compliant repository
• 
Reduces IT backlog associated with custom report generation

KEY INTEGRATIONS
• 
Microsoft SharePoint
• 
Oracle® E-Business Suite®
• 
PeopleSoft Enterprise®
• 
SAP Business Suite®
• 
mySAP.com
• 
OpenText StreamServe

S PE C I A LT Y T E C H N OLOGI E S | 1 4 5
OVERVIEW

DESCRIPTION
OpenText eDOCS is a cost-effective and highly flexible Enterprise Content Management
(ECM) solution for the Microsoft® Office® environment that has a light footprint and is
well suited to mid market organizations or enterprise departments.

OVERVIEW
eDOCS unifies and brings structure to a variety of content types from across the
organization, ensuring it is managed and secure throughout the content lifecycle, while
remaining easily accessible for day-to-day operations. eDOCS Document Management
(eDOCS DM), a secure, centralized repository for managing content, is the solution
platform. Building on this base, customers can tailor the solution with additional modules
and key integrations to extend governance to a variety of content types and locations,
apply records management policies, integrate content with business processes, and
extract analytic insights for improved decision making.

KEY BENEFITS
• Integrates seamlessly with Microsoft Office applications, providing users with an intuitive
experience that “works the way they do”
• Unifies and governs a variety of content types, including documents, emails, images,
SharePoint® content, engineering documents, and content on desktops, in shared drives,
in cloud repositories, and more
• Accessible anytime, anywhere—from desktops, browsers, tablets, and smartphones
• Easy to configure, maintain, and scale, making it a cost-effective mid-market solution for
organizations with limited IT resources
• Integrates easily with third-party products, enabling the organization to participate easily
and seamlessly within its business ecosystem
• Flexible deployment options: on-prem, in a hybrid cloud, or a hybrid of these

ARCHITECTURE
The OpenText eDOCS solution is comprised of the following modules:
• Document Management, eDOCS Edition • Guardian for eDOCS by Wertheim
• Records Management, eDOCS Edition • Document Management Imaging,

• Email Filing, eDOCS Edition eDOCS Edition


• Document Management Workflow,

eDOCS Integration for
Microsoft® SharePoint® eDOCS Edition
• Content Access for eDOCS
• Image Crawler for eDOCS

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FAMILY: O PEN T E X T e D O C S cloud

PRODUCT: O PEN T E X T D O CU M EN T M A N AG EM EN T, on premises


e D O C S EDITIO N

DESCRIPTION
OpenText Document Management, eDOCS Edition (eDOCS DM) is the eDOCS solution’s platform module
and provides customers with a secure, centralized repository to unify, manage, and govern their organization’s
work product.

PRODUCT OVERVIEW
eDOCS DM eliminates operational inefficiencies caused by rapidly growing volumes of content scattered
across the organization stored in multiple locations—unintegrated, unindexed, and difficult to locate. It unifies
and brings structure to dispersed content, ensuring it is efficiently managed and securely governed, yet easy to
locate and access for day-to-day operations.

PRODUCT HIGHLIGHTS
• Flexible, intuitive user experience that seamlessly integrates with Microsoft® Office® applications to boost
productivity and minimize costs
• S earch and retrieve information rapidly with advanced search technology, including full-text search-term
highlighting, metadata, document summarization, and result clustering
• S ecure content assets using a flexible model with up to nine different levels of permissions to control docu-
ment access
• Easily configure repository for metadata capture and the creation of forms used for content profiling
and searching
• Intuitive and easy-to-use maintenance utilities support centralized and delegated system management
• Ability to perform deployments and program updates without physically visiting workstations
• Enables rapid changes to database structures and forms without the need for costly customizations, fur-
ther minimizing IT overhead and maintenance efforts
• With a capacity to support billions of objects, eDOCS DM can scale to meet your complete content man-
agement needs, whether they include plans for centralization or require a more distributed architecture

KEY INTEGRATIONS
eDOCS DM integrates with all solution optional modules as well as the following key integrations:

• OpenText Content Suite Platform


• OpenText Records Management (OTRM)
• OpenText Archiving
• OpenText MBPM
• OpenText Brava!™
• OpenText Business Intelligence
• OpenText InfoFusion Platform
• OpenText Circles of Trust by CryptoMill
• OpenText Enterprise Library
• OpenText RightFax
• OpenText Decisiv
• OpenText Core

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FAMILY: O PEN T E X T e D O C S cloud

PRODUCT: O PEN T E X T R ECO R DS M A N AG EM EN T, on premises


e D O C S EDITIO N

DESCRIPTION
OpenText Records Management, eDOCS Edition (eDOCS RM) provides customers with a feature-rich records
management solution that operates within their existing eDOCS DM library—allowing the storage of content
within a single repository of record.

PRODUCT OVERVIEW
eDOCS RM enables the ability to apply records management policies to all types of records, including physi-
cal, electronic, emails, and images, from within their existing eDOCS DM library. The product allows eDOCS
customers to comply with increasingly complex regulatory requirements and ensure defensible disposition of
records at “end of life” to control volumes, reduce eDiscovery risk, and minimize associated costs. When com-
bined with records management best practices, eDOCS RM helps establish comprehensive lifecycle manage-
ment of paper and electronic records from within a single location.

PRODUCT HIGHLIGHTS
• Builds on top of the eDOCS DM repository, allowing customers to maintain a single repository of record—
which delivers operational efficiencies, eases administration burdens, and minimizes costs
• Leverages the same user experience used for eDOCS DM. Users carry out records management tasks
transparently, applying retention codes to records while working within common Microsoft® Office® au-
thoring software. The familiar user experience reduces training requirements, increases user adoption, and
ensures greater application of records policies to content
• Provides long-term access, audit, and retention control of all content, allowing customers to demonstrate
not only their system of controls and actions taken but also their compliance with established risk manage-
ment policies

KEY INTEGRATIONS
• OpenText Document Management, eDOCS Edition (eDOCS DM)

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FAMILY: O PEN T E X T e D O C S cloud

PRODUCT: O PEN T E X T EM A IL FILIN G , e D O C S EDITIO N on premises

DESCRIPTION
OpenText Email Filing, eDOCS Edition is a rich set of Microsoft® Outlook®-based tools for saving email into an
existing eDOCS DM repository.

PRODUCT OVERVIEW
Email Filing, eDOCS Edition allows customers to extend governance to rapidly exploding volumes of emails, en-
suring they are captured, organized, and classified alongside relevant content in their eDOCS DM repository.
The product not only lowers the customers’ compliance risk, allowing them to comply with privacy and corpo-
rate governance requirements, but reduces time spent searching for information. Users can quickly locate all
client- or project-based documents and emails from within a single repository, with a single search.

PRODUCT HIGHLIGHTS
• The Email Marker function visually identifies which emails have been saved in the eDOCS repository from
within the Outlook interface
• The Bulk Filing feature allows large quantities of email to be filed quickly and easily
• Thread and subject filing ensures any email associated with an existing thread (that has already been saved)
is filed automatically
• A n Email Filing Assistant analyzes message history and inbound email addresses to automatically suggest
the best place to store them inside eDOCS DM
• The Quick Filing function offers predictive filing suggestions and is accessed via a button on the Outlook
ribbon or with a right mouse click
• The Exchange Connector allows the Auto, Thread, and Subject Filing processes to retrieve email directly
from the Microsoft Exchange® server instead of the Outlook client-based machine. Users can file email in
real time on remote devices or web-based interfaces without having to run their client machine

KEY INTEGRATIONS
• OpenText Document Management, eDOCS Edition (eDOCS DM)

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FAMILY: O PEN T E X T e D O C S cloud

PRODUCT: O PEN T E X T ED O C S IN T EG R ATIO N on premises


FO R MI CROS O F T ® S H A R EP O IN T ®

D E S CRIP TIO N

OpenText eDOCS Integration for Microsoft SharePoint extends governance from OpenText Document Man-
agement, eDOCS Edition (eDOCS DM) to content published on SharePoint intranets or extranets.

PRO D U C T OV ERVIE W

eDOCS Integration for Microsoft SharePoint captures decentralized SharePoint content into the customer’s
existing eDOCS DM repository for document management, records management, and archival. In addition,
documents can be synchronized such that any changes made to the version in eDOCS are automatically pub-
lished to SharePoint, and conversely, new versions created in SharePoint are automatically saved in eDOCS
DM. By extending governance to SharePoint content, the customer reduces compliance risk, improves search
results, and boosts productivity.

PRO D U C T HIG H LIG H T S

• Enables publishing, archiving, and bi-directional synchronization of content (and metadata) between Share-
Point and eDOCS DM
• Provides access into one or more eDOCS DM libraries from the SharePoint user interface (via web parts)
• Captures documents into eDOCS DM with a single click from the SharePoint interface
• Manages SharePoint content alongside other client content: documents, email, correspondence, and infor-
mation; apply metadata to enable instant retrieval for future use
• Enables eDOCS DM Profile and Full-Text search from the SharePoint user interface
• Maps SharePoint Document Library attributes to eDOCS DM Profile fields, enabling processes to be ap-
plied to specific document types
• A pplies records management classifications to documents as they are saved into the eDOCS DM reposi-
tory. Classifies documents as records automatically or interactively on a case-by-case basis and configures
classification rules for specific uses
• Migrates documents quickly and efficiently between eDOCS DM and SharePoint content repositories

K E Y IN T EG R ATIO N S

• OpenText Document Management, eDOCS Edition (eDOCS DM)

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FAMILY O PEN T E X T e D O C S cloud

PRODUCT: O PEN T E X T IM AG E CR AW L ER FO R e D O C S on premises

DESCRIPTION
OpenText Image Crawler for eDOCS converts 100% of image-based documents in an eDOCS Document Man-
agement (eDOCS DM) repository into fully searchable files.

PRODUCT OVERVIEW
Image Crawler for eDOCS assesses the content in your eDOCS DM repository and adds a layer of text to 100%
of the image-based documents (JPG, TIFF, and PDF images; engineering drawings; and any scanned attach-
ments received via email). This process transforms image-based files into fully searchable files that can be in-
dexed and quickly located via search. By extending governance to image files, customers reduce their compli-
ance risk, improve search results, and boost day-to-day productivity.

PRODUCT HIGHLIGHTS
• S earches Microsoft® Windows® folders for non-searchable content in both Active Monitoring and Backlog
modes. Legacy document handling and processing uses Backlog mode
• Searches for image-based PDFs, JPG, TIFF, PNG, BMP, and email messages within attachments
• Assesses and OCRs newly profiled or edited document profiles on a regular schedule of your choosing
• Processes documents to generate PDFs with a hidden text layer; no requirement for a text file separate to
the image or PDF file as the hidden text layer is searchable and index-able
• When saving, uses the DM API for all connectivity, business logic, security models, and privileges honored
• Multi-language recognition with over 180 languages supported
• Intelligent OCR technology ensures document fidelity
• Unlimited page processing
• Centralized administrative dashboard for monitoring, configuring, reporting

KEY INTEGRATIONS
• OpenText Document Management, eDOCS Edition (eDOCS DM)

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FAMILY O PEN T E X T e D O C S cloud

PRODUCT: O PEN T E X T G UA R DIA N FO R e D O C S BY W ERT H EIM on premises

DESCRIPTION
OpenText Guardian for eDOCS by Wertheim monitors user-activity performed in your OpenText Document
Management, eDOCS Edition (eDOCS DM) repository to detect and prevent internal security breaches.

PRODUCT OVERVIEW
Guardian for eDOCS helps organizations detect and prevent internal security breaches in real time. It inte-
grates seamlessly with (eDOCS DM) to monitor the use of the DM repository, report end-user activities that
exceed established thresholds, and enable immediate action to prevent the theft of valuable documents. When
a user’s activity exceeds the established thresholds, Guardian for eDOCS notifies the designated administrator
by email or text message and can immediately “lock” the user’s account, thus halting the suspect activity.

PRODUCT HIGHLIGHTS
• Establish rules/activity thresholds for an entire library, individual users, or specific groups
• Determine activities to monitor (checkout, export, email, and more)
• Determine activity threshold “not to be exceeded” for a given date or time range
• Specify which users will receive notification if activity exceeds the established thresholds
• Receive immediate notification via text or email when a threshold is exceeded or users are attempting to
access secured documents to which they are not granted rights
• Optionally, ‘lock’ the user from continuing to process the activity until the situation is resolved and the
system is ‘released’

KEY INTEGRATIONS
• OpenText Document Management, eDOCS Edition (eDOCS DM)

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FAMILY O PEN T E X T e D O C S cloud

PRODUCT: O PEN T E X T D O CU M EN T M A N AG EM EN T IM AG IN G , on premises


e D O C S EDITIO N

DESCRIPTION
OpenText Document Management (DM) Imaging, eDOCS Edition transforms paper-based document into
digital assets through capture, markup, and OCR capabilities for management in OpenText Document Man-
agement, eDOCS Edition (eDOCS DM) alongside relevant content.

PRODUCT OVERVIEW
DM Imaging, eDOCS Edition enables users to quickly scan paper files and store them in their eDOCS DM re-
pository alongside related content. Document metadata and text-based image content is captured and indexed
to support user queries, and organizations can fine-tune the way images are shared and revised with flexible
security controls and dynamic version options. By digitizing paper-based documents and integrating them into
eDOCS DM, customers can improve productivity and dramatically reduce costs associated with filing, retriev-
al, and storage of legacy corporate information.

PRODUCT HIGHLIGHTS
• S eamlessly integrated with eDOCS DM, captured images are managed as any other type of digital content
in the DM system, with flexible security, access tracking, and revision control
• Myriad annotation features allow comments or additional information to be added via highlighting, redac-
tion, sticky notes, text, lines, arrows, freehand scribble, and rubber stamps
• “ Tear-offs” allow users to create new image documents using existing ones by selecting pages to copy or
move from the thumbnail view
•  vent logging of file changes, including creating or removing pages, modifying annotations, or adding OCR
E
attachments, provides a complete history for tracking an image file’s evolution
• Support for industry standard image file formats such as CALS, PCS, BMP, and JPEG eliminates the need
for conversion
• Image cleanup via the deskew/despeck process improves overall image quality and accuracy of OCR results
•  o leverage the full power of Full Text Search and image “edit-ability”, character-based data from scanned
T
or faxed documents can be automatically converted to text, HTML, or Microsoft® Word® format and at-
tached to the image

KEY INTEGRATIONS
• OpenText Document Management, eDOCS Edition (eDOCS DM)

S PE C I A LT Y T E C H N OLOGI E S | 1 5 3
FAMILY O PEN T E X T e D O C S cloud

PRODUCT: O PEN T E X T D O CU M EN T M A N AG EM EN T on premises


WO RK FLOW, e D O C S EDITIO N

DESCRIPTION
OpenText Document Management (DM) Workflow, eDOCS Edition is a flexible yet simple-to-use solution
for defining and managing workflows throughout all stages of the content lifecycle.

PRODUCT OVERVIEW
DM Workflow, eDOCS Edition significantly increases productivity with powerful routing features that enable
users to electronically define, automate, and manage tasks associated with document creation and review. It
allows users to initiate routing with staged tasks and provides complete audit trails and status notifications
through the content review lifecycle. Improved collaboration results in a higher quality of work product and
reduces the costs associated with document creation, review, and handling.

PRODUCT HIGHLIGHTS
• Integrates seamlessly with eDOCS DM to provide customers with flexible document-based workflow
functionality
• O ffers an intuitive user interface with document-centric workflow features and detailed monitoring capa-
bilities that are built into the eDOCS DM interface as well as familiar Microsoft® Office® authoring tools,
enabling quick adoption, and user collaboration
• Allows users to begin routes based on events as they occur. Security features give route initiators the abili-
ty to Allow or Deny access to documents and folders
• Incudes dynamic routing options that distribute both individual documents and those organized in DM
folders
• Enables users to take full project control with features that automate route initiation, selection of perform-
ers, and assignment of rights and tasks
• Allows performers to request more information from route originators, with threaded comments stored
for later review
• Manages tasks based on beginning and end designations, dynamically configured to start and stop on fixed
dates, or span a total duration period. Deadlines can be set for the entire route as well as for each associat-
ed task according to either when the route was started
• O ffers a comprehensive tracking mechanisms to let originators view and manage the status of their routes,
while ensuring participants are also privy to the latest information via automatic reminders about deadlines
and due dates—keeping everyone in the loop on a route’s progress from start to finish
• Incudes simplified Deployment Tool that enables administrators to configure the document management
environment, including eDOCS DM WorkFlow options, for rapid installations across the enterprise

KEY INTEGRATIONS
• OpenText Document Management, eDOCS Edition (eDOCS DM)

S PE C I A LT Y T E C H N OLOGI E S | 1 5 4
FAMILY O PEN T E X T e D O C S cloud

PRODUCT: O PEN T E X T CO N T EN T ACCE S S FO R e D O C S on premises

DESCRIPTION
OpenText Content Access for eDOCS allows customers to access content in OpenText Document Man-
agement, eDOCS Edition (eDOCS DM) directly from within the context of workflow approval screens and
third-party applications.

PRODUCT OVERVIEW
Content Access for eDOCS allows users to access content stored in their eDOCS DM repository directly from
within workflow approval screens and third-party applications, such as billing and time management, ERP,
CRM, or matter-specific business applications. This eliminates the need to switch back and forth between ap-
plications or to re-key information (which can introduce keying errors). By accessing “content within the con-
text of their business process” users can more quickly access the information they need to complete transac-
tions and make decisions.

PRODUCT HIGHLIGHTS
• Accesses third-party applications via HTML browser client (Internet Explorer). Client-side install only; no
server-side software installation required
• Provides context-centric interaction between a process or transaction and its associated content within
the eDOCS document repository
• Accesses third-party applications’ HTML/MBPM screen and “content enables” the user interface with a
document retrieval icon
• S crapes data values off the primary application screen and uses it as an index search parameter (invoke a
programmatic [API] query to eDOCS) to retrieve a list of matching documents stored in the eDOCS
DM repository
• Enables user to log in, authenticate, and launch the eDOCS viewer to display content from the match
pane window

KEY INTEGRATIONS
• OpenText Document Management, eDOCS Edition (eDOCS DM)

S PE C I A LT Y T E C H N OLOGI E S | 1 5 5
DE VELOPER

D EVELOPER
AppWorks

W W W.OPENTEX T.COM/APPWORKS MAIN MENU


FAMILY: D E V ELO PER cloud

PRODUCT: O PEN T E X T A PP WO RK S on premises

DESCRIPTION
OpenText AppWorks enables organizations to create, deploy, and manage their enterprise applications that
connect to OpenText EIM services from all platforms.

PRODUCT OVERVIEW
AppWorks is designed to speed the path from need to solution for IT organizations. It enables organizations to
quickly and easily build well-designed, purpose-specific apps for enterprises with modern web technologies, such
as HTML5, CSS3, and JavaScript. Write, deploy, and manage applications on any platform (web, mobile, or desk-
top) from a centralized location.

PRODUCT HIGHLIGHTS
• A single, standalone API for OpenText Enterprise Information Management (EIM)
• Secure application deployment, management and monitoring
• Simple, intuitive application development across multiple platforms
• Flexible deployment options with Multi Use and Dedicated Mobile Clients
• Remote wiping of mobile clients
• Mobile Client Distribution capability
• Customizable to any organization’s brand
• Seamless application updating
• Native push notifications with easy to use test capability
• Developer SDK for AppWorks gateway service development
• Command Line tools for app development
• Online development community with access to API references,
sample code, and user forums
• Write in HTML5, CSS3, and JavaScript

KEY INTEGRATIONS
• OpenText ECM Everywhere
• OpenText Tempo Box
• OpenText Active Documents
• OpenText Active Orders

D E VE LO P E R | 1 5 7
OPENTE X T

M ANAG ED CLOU D S ERVICES


MANAG ED CLOUD S ERVICE S

OpenText Managed Cloud Services

W W W.OPENTEX T.COM/CLOUD MAIN MENU


cloud

SERVICE: O
 PEN T E X T M A N AG ED CLO U D S ERVI CE S on premises
I N T H E EN T ERPRIS E CLO U D

DESCRIPTION
OpenText Managed Cloud Services in the Enterprise Cloud enables a private cloud infrastructure powered by
world-class data centers for Enterprise Information Management solutions.

SERVICE OVERVIEW
Managed Cloud Services from OpenText combines the benefits of a cloud solution with the security and control
of an on-premises deployment, enabling organizations to manage, exchange, and collaborate on enterprise
information in an easy and scalable cloud. Managed Cloud Services enable organizations to maintain control
and management of core assets while still moving to a cloud environment, address a resource gap in skills and
bandwidth with subject matter experts, optimize operating costs through flexible pricing and deployment
strategies, enable organizational elasticity for faster turn around and business agility, and deliver 24X7X365
application availability and support.

OPE N T E X T H OS T I N G S E R VIC E S | 1 5 9
cloud

SERVICE: O
 PEN T E X T M A N AG ED CLO U D S ERVI CE S on premises
IN T H E EN T ERPRIS E CLO U D (CO N T I N U ED)

DESCRIPTION
OpenText Managed Cloud Services in the Enterprise Cloud enables a private cloud infrastructure powered by
world-class data centers for Enterprise Information Management solutions.

PRODUCTS SUPPORTED
• Enterprise Content Management • Discovery
• Content Suite • Discovery Suite Platform
• Archive • Content Analytics for Disc Suite
• Brava for Content Server
• Template Workspaces • Customer Experience Management
• Transmittals Management • Experience Suite
• Regulated Documents • Portal
• Content Intelligence • Media on Demand
• Web Reports • Media Management
• Records Management • Website Management
• Engineering Document Management • Customer Communication Management
• Extended Workflow • Tempo Social
• Tempo Box
• eDOCS • Business Process Management
• Process Suite
• Ecosystem • Knowledge Exchange
• Extended ECM for SAP® Solutions
• Digital Asset Management for SAP® • Analytics
• Data Archiving for SAP® • Big Data Analytics
• Document Access for SAP ®

• 
Application Governance & Archiving
for SharePoint®

OPE N T E X T H OS T I N G S E R VIC E S | 1 6 0
OPENTE X T

G LOBAL CU S TOMER S ERVICES PROGR A MS


G LOBAL CUS TOMER S ERVICE S PROGR AMS

Protect
Protect Anytime
Protect Anywhere
Superseding Support

W W W.OPENTEX T.COM/SUPPORT MAIN MENU


cloud

PROGRAM: O PEN T E X T PROT EC T on premises

DESCRIPTION
Our OpenText Protect support program helps you get the most of your investment in OpenText software.

PROGRAM OVERVIEW
With Protect, all customers have continuous access to OpenText innovation, self-serve online tools and prod-
uct resources, easy-access communication channels, and optional extended hours of support coverage to ensure
you’re fully protected from critical issues anytime, anywhere.

PROGRAM HIGHLIGHTS
• Software Updates/Upgrades: Product upgrades, maintenance releases, patches and documentation will
be made available to you at no additional charge. Subscribers are notified of new software versions in regular
information bulletins. By installing the latest versions and patches, you enhance the stability of your system
and ensure that your OpenText software environment is performing at optimal capacity and maximizing
your investment.
• Product Enhancement Input: As a subscriber to the OpenText Software Maintenance Program, you
have the opportunity to impact the future direction of your products and submit suggestions for
product enhancements
• Support Services: Subscribers may contact their regional Support Center during standard working hours by
phone, email, fax, or through OpenText My Support
• OpenText Expertise: All support queries are handled by a team of more than 1,500 dedicated OpenText
Customer Service employees
• Online Resources: My Support is your gateway to an extensive Knowledge Base, peer opinions, expert advice,
recorded seminars and more information designed to help you succeed

OPENTE X T G LOBA L C U S TOME R S E R VI C E S P ROG R A M S | 1 6 2


cloud

PROGRAM: O PEN T E X T PROT EC T A N Y TIM E on premises

DESCRIPTION
OpenText Protect Anytime provides the support coverage organizations need to quickly restore the
OpenText applications supporting their critical business processes.

PROGRAM OVERVIEW
In the unforgiving world of modern day business, downtime can negatively impact a company’s revenue and
brand. Customers who use OpenText applications to run key business processes should consider the OpenText
Protect Anytime support program. With OpenText Protect Anytime, customers have unlimited support for pro-
duction-down issues 24 hours a day, 7 days a week, along with a one-hour initial response time. When a critical
issue arises, customers are directly connected to an expert to rapidly resolve their urgent issues.

PROGRAM HIGHLIGHTS
• Product Research and Development
• Product patches and latest releases and versions
• Telephone, online and email issue reporting
• Online Knowledge Base and self-serve resources
• Call Handling/Issue Resolution with the next available Product Specialist
• Hours of Operation: 8:30 AM to 8 PM EST Monday through Friday, excluding holidays
• Support for critical issues—when users are unable to access the system—24x7x365(Standard Software
Maintenance and Support SLAs apply; root cause analysis continues during regular hours of operation,
Monday through Friday).

OPENTE X T G LOBA L C U S TOME R S E R VI C E S P ROG R A M S | 1 6 3


cloud

PROGRAM: O PEN T E X T PROT EC T A N Y W H ER E on premises

DESCRIPTION
OpenText Protect Anywhere provides expert support for customers whose operations run around the clock
or are global in reach and require 24x7x365 support for all issues.

PROGRAM OVERVIEW
Customers with mission critical OpenText systems, complex environments, multiple offices or servers around the
world, and continuous operations should consider Protect Anywhere. This offering includes 24x7x365 support
for all issues through our global Centers of Excellence.

PROGRAM HIGHLIGHTS
• Product research and development
• Product patches and latest releases and versions
• Telephone, online and email issue reporting
• Online Knowledge Base and self-serve resources
• Call handling/issue resolution with the next available Product Specialist
• Support for all issues 24x7x365
(Standard Software Maintenance and Support SLAs apply)

OPENTE X T G LOBA L C U S TOME R S E R VI C E S P ROG R A M S | 1 6 4


cloud

PROGRAM: S U PER S ED IN G S U PP O RT on premises

DESCRIPTION
OpenText Superseding Support is a specialized support service provided by OpenText Customer Support.

PROGRAM OVERVIEW
Superseding Support puts you in control of your OpenText upgrade strategy by providing an extension of
maintenance for critical, core product issues for versions that have entered Sustaining Maintenance, or a Past-
Maintenance state.

PROGRAM HIGHLIGHTS
• Maximizes ROI
• Helps to balance conflicting IT projects and timelines
• Freedom to upgrade on your own schedule
• Critical patches for core product issues
• Ongoing assistance from OpenText experts

PRODUCTS SUPPORTED
• For more information, contact supportprograms@opentext.com

OPENTE X T G LOBA L C U S TOME R S E R VI C E S P ROG R A M S | 1 6 5


OP TIMIZE S ERVICE PROGR AMS

OPT I M I Z E S ER VICE PROGRAMS


Optimize Operational Readiness Program
Optimize Learning Services Days
Optimize Content Server Upgrade Assessment
Optimize Monitoring Program for Content Server
Optimize Health Check Services
Optimize Managed Services
Optimize Customizations Support Program

MAIN MENU
OVERVIEW

DESCRIPTION

OpenText Optimize Service Programs are programs tailored to fit your service delivery
needs for OpenText solutions.

OVERVIEW

Optimize Service Programs are OpenText Professional Service programs that help customers
optimize the use, productivity, return on investment, and adoption of OpenText software
through a range of services. Those services offer a variety of packaged services, tools, and/
or resources that provide an accelerated path to success and are divided into Manage,
Enable, and Assist categories.

KEY BENEFITS
• Ability to provide the best service to your users

• Link between Product Support and Professional Services

• Best practice advice

• Assistance when the project team has left the site

• Improved productivity of your in-house team, leading to reduced costs

• Efficiency gains that improve quality, speed, and fix costs

• Reduced deployment risk and ongoing control

• Maximized return on your investment

• Enable the customer to • No SLA, usage based • OpenText owns


use and administer either the Administration
• Emphasis on OT
on their own or
assisting Customer • SLA
with OpenText
• Packaged Consultancy • Fixed Price
Services Available: • Annual Programs • Delivered offshore
• Learning Services Days and onshore
Services Available: • Multi-year commitment
• Operational
Readiness Program • Content Server Upgrade
Services Available:
• Customizations Support
Program • Managed Services
• Monitoring Program
• Health Check Services

OP E N T E X T OPT I MI Z E S E R VIC E S | 1 6 7
CATEGORY: O PEN T E X T O P TIMIZE EN A B L E cloud

PROGRAM: O PEN T E X T O P TIMIZE O PER ATIO N A L on premises


R E A D IN E S S PRO G R A M

DESCRIPTION
OpenText Optimize Operational Readiness Program is a set of proactive strategic and tactical services that
enable organizations successfully roll out new solutions.

PROGRAM OVERVIEW
Optimize Operational Readiness Program is a program that encompasses the strategic issues of defining needs,
risk identification, and strategic planning through to the tactical work involved in developing and deploying
the procedures, systems, and workplace tools required to successfully operate an EIM system. This program
focuses on activities that assist the IT team(s) with creating the plans, policies, tools, and knowledge needed to
effectively administer and support the newly delivered solution.

PROGRAM HIGHLIGHTS
• May define, develop, and/or implement relevant help desk services, customized FAQs, training plans for
functional administration and support teams, functional and technical administration plans and procedures,
an operations handbook and housekeeping procedures, system monitoring, system performance reporting,
capacity management, an audit plan, and disaster recovery and business continuity plans
• Enablement of support/admin teams
• Structured and optimized customer support processes
• Enriched understanding of OpenText software
• Recommendations for ongoing Operational Administration options

PRODUCTS SUPPORTED
• All OpenText products

OP E N T E X T OPT I MI Z E S E R VIC E S | 1 6 8
CATEGORY: O PEN T E X T O P TIMIZE EN A B L E cloud

PROGRAM: O PEN T E X T O P TIMIZE L E A R NIN G S ERVI CE S DAYS on premises

DESCRIPTION
OpenText Learning Services Days are prepaid training days that are available for twelve months to ensure the
appropriate blended training can be scheduled as needed.

PROGRAM OVERVIEW
Learning Services (LS) Days are pre-paid training days, which can be added to software purchases or signed up
for at any time—even before an organization is able to assess what training is the most appropriate for their
personnel. LS Days can be used to acquire comprehensive and blended education programs designed to meet
the needs of all OpenText users, helping them develop both the technical know-how and the creative vision it
takes to meet the most demanding business challenges.

PROGRAM HIGHLIGHTS
• Education plans can be developed for any phase of an implementation - pilot, implementation, roll-out,
upgrade, or refresher
• A blended approach to learning by combining mentoring, instructor-led courses, webinars, eLearning,
and focused workshops
• Sold in packages of 20 days and can be used as payment for any publicly scheduled class or training
conducted onsite and are available for 12 months from the date of purchase
• Discounts are available when used for enrollment in a publicly scheduled course or when used for on-site
or virtual customer-specific training

PRODUCTS SUPPORTED
• All OpenText Products

OP E N T E X T OPT I MI Z E S E R VIC E S | 1 6 9
CATEGORY: O PEN T E X T O P TIMZE A S S IS T cloud

PROGRAM: O PEN T E X T O P TIMIZE CO N T EN T S ERV ER on premises


U P G R A D E A S S E S S M EN T

DESCRIPTION
OpenText Optimize Content Server Upgrade Assessment provides services to assist with Content Server
upgrade, planning and deployment.

PROGRAM OVERVIEW
Optimize Content Server Upgrade Assessment provides services that bring together highly experienced Technical
Specialists who will work with an organization’s in-house service management teams to assist with upgrade planning
to new available versions of Content Server and maximize deployment value. During this engagement, we will assess
the current implementation and prepare recommendations for an effective and safe upgrade.

PROGRAM HIGHLIGHTS
• Current system review
• Upgrade plan review
• Customizations review
• Organizational review
• Upgrade project testing review
• Documented review of existing systems
• Upgrade outline and plan
• Customization CS10.5 (or latest version) remediation plan

PRODUCTS SUPPORTED
• OpenText Content Server

OP E N T E X T OPT I MI Z E S E R VIC E S | 1 7 0
CATEGORY: O PEN T E X T O P TIMIZE A S S IS T cloud

PROGRAM: O PEN T E X T O P TIMIZE M O NITO RIN G PRO G R A M on premises

DESCRIPTION
OpenText Optimize Monitoring Program for Content Server is a subscription-based service providing organi-
zations with the tools and guidance to proactively monitor their solution.

PROGRAM OVERVIEW
Optimize Monitoring Program for Content Server is a service that provides customers with a proactive monitoring
system at an application level, with ongoing adjustments and support for installed software. This service allows
organizations to detect a wide variety of issues early, often before the issue is reported by users. A typical
engagement would include a review of existing monitoring plans and documentation, provision of monitoring
options and recommendations, installation of monitoring tools, system configuration, and quarterly checks.

PROGRAM HIGHLIGHTS
• Reduced/eliminated manual monitoring of components or maintaining custom monitoring scripts
• Ability to fix issues by leveraging the information provided by alerts in advance of disrupting
system availability
• Fewer full system-wide outages by responding to early warnings
• Reduced internal support costs from fewer end user tickets
• Visibility into historical trends over time: component availability, storage consumption rates,
average rate for notification and search indexing, thread capacity issues, etc.
• Upgrades to the latest version of the OpenText Content Server Informant
(installed with quarterly configuration)
• Quarterly performance reviews and program tuning

PRODUCTS SUPPORTED
• OpenText Content Server

OP E N T E X T OPT I MI Z E S E R VIC E S | 1 7 1
CATEGORY: O PEN T E X T O P TIMIZE A S S IS T cloud

PROGRAM: O PEN T E X T O P TIMIZE H E A LT H CH ECK S ERVI CE S on premises

DESCRIPTION
OpenText Optimize Health Check Services program is a proactive system review to confirm existing
optimal configuration or recommend improvements/changes to achieve an optimally configured system.

PROGRAM OVERVIEW
Optimize Health Check Services program supports the proactive identification of potential problems in the
configuration and usage of the OpenText solution in question. A check will be carried out on the solution’s
architecture and installation, configuration, database, and implementation performance. The result of this
verification will be summarized in a report providing an overview of the checks performed and containing
recommendations for any improvements. If the Health Check Service is conducted on a regular basis, one will
be able to measure and monitor the effects of recommended changes, as well as general system evolution.

PROGRAM HIGHLIGHTS
• Thorough review of architecture, security, and installation
• Detailed report of all checks and analyses
• Recommendations for potential improvements/changes
• Best practices for optimal configuration
• Review security (OS, registry, use of Anonymous User Accounts)
• Review deployment and code promotion methodology
• Additional services and/or service programs

PRODUCTS SUPPORTED
• Available for all OpenText Products

OP E N T E X T OPT I MI Z E S E R VIC E S | 1 7 2
CATEGORY: O PEN T E X T O P TIMIZE M A N AG E cloud

PROGRAM: O PEN T E X T O P TIMIZE M A N AG ED S ERVI CE S on premises

DESCRIPTION
OpenText Optimize Managed Services enables the transfer of day-to-day IT management and administration
responsibilities to a trusted advisor as a strategic method for improving operations.

PROGRAM OVERVIEW
Optimize Managed Services deliver solutions for the business and the expertise to proactively manage
deployed OpenText solutions. OpenText offers a portfolio of reliable, flexible, and scalable services that
help support infrastructure and free up internal IT resources so that they can focus on other business-
critical issues. Enterprises can get the necessary coverage from a highly dependable partner who has the
right people, processes, and systems in place.

PROGRAM HIGHLIGHTS
• Senior consultants with more than 10 years of OpenText experience
• Dedicated program management
• Technical and functional administrative services
• Daily second-level service desk support to resolve application- and administration-related issues
• Operational readiness plans and recommendations
• Patch review and recommendations
• Remote system monitoring
• Technical Service Days can be purchased for out-of-scope services such as Change Requests
• Technical Services support includes end-to-end system maintenance providing a comprehensive
range of services to manage even the most demanding IT deployment

PRODUCTS SUPPORTED
• All OpenText products

OP E N T E X T OPT I MI Z E S E R VIC E S | 1 7 3
CATEGORY: O PEN T E X T O P TIMIZE A S S IS T cloud

PROGRAM: O PEN T E X T O P TIMIZE CU S TO MIZ ATIO N S on premises


S U PP O RT PRO G R A M

DESCRIPTION
OpenText Optimize Customizations Support Program provides support services for custom solutions designed
and implemented by the OpenText services team.

PROGRAM OVERVIEW
Optimize Customizations Support Program provides a partnered approach to help maintain the ongoing
successful deployment of of any customized OpenText solution within the customers’ organization. The
Optimize Customizations Support Program is available as an additional service to the Open Text Software
Maintenance Program. This program provides organizations with a level of support that brings together
highly experienced technical specialists who will work with Service Management teams to assist with
these challenges and further the achievement of the organization’s business goals.

PROGRAM HIGHLIGHTS
• A designated Services Program Manager acts as a single point of contact to co-ordinate the delivery of the
program and oversight of program related issues
• One window communication
• Comprehensive Expert Coverage provides access to an expert technical resource for advice, guidance,
troubleshooting, and resolution for issues with the covered application
• Patch application addresses reapplication of covered customizations related to the solution(s)

PRODUCTS SUPPORTED
• Any OpenText custom developed application

OP E N T E X T OPT I MI Z E S E R VIC E S | 1 7 4
cloud

on premises

WWW.OPENTEXT.COM

Copyright © 2016 Open Text SA or Open Text ULC (in Canada). All rights reserved. Trademarks owned by Open Text SA or Open Text ULC (in Canada). (07/2016)0PROD.EN