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					Solutions For Managing Enterprise
Content For Compliance And
Governance Using Microsoft
Office SharePoint Server 2007
And Open Text
Kirk Roberts
Executive Vice President,
Products, Solutions, Marketing
Open Text Corporation
Agenda
 Introducing Open Text
 The Microsoft and Open Text Alliance
 SharePoint ECM Scenarios
 Summary
Open Text History
 Put Oxford Dictionary online – 1991
 1st Internet search engine – 1994
 1st Yahoo search engine – 1995
 1st ECM web product – 1997
 Open Text acquires leading Records Management
 vendor PS Software and achieves DoD 5015.2 – 1999
 Gartner recognizes Open Text as ECM leader – 2002
 Acquires Munich-based IXOS and creates
 Enterprise Library – 2004
 Open Text becomes the world’s largest independent ECM
 provider; surpassing $400 million US – 2005
ECM Market Leadership
  June 2005 Gartner ECM* market trends report highlights
Open Text Takes Business CCA
Leadership
Forrester research




             March 29, 2006, The Forrester Wave™: Content-Centric Applications, Q1 2006
             by Kyle McNabb with Connie Moore and Eric Kim
The Emerging ECM Ecosystem


             Unstructured Content




              Structured Content
ECM Eco-System Challenges
                       SharePoint
                       Collaboration

                                         Groupware
           CRM                             Emails
        Support Inc.
        Quotations
         Inquiries




      HOST                                    DMS
  LoB Application                          Contracts
    Case Mgmt                             Project Docs.


                             ERP
                           Invoices
                        Delivery Notes
                            Orders
ECM Eco-System Challenges
                             CRM            Open Text Enterprise Connect
                          Support Inc.
                          Quotations
                           Inquiries      Groupware
      Livelink ECM –                        Emails
      Collaboration
      Documentation
       Specifications




                                                 ERP
                                               Invoices
                                            Delivery Notes
                                                Orders
      PLM
  Specifications
    Drawings
                                           Livelink ECM
  Documentation
                                              – PDMS
                        Other Solutions      Contracts
                        Other Solutions
                        WCM, KM, RM,       Project Docs.
                        Other Solutions
                        WCM, KM, RM,
                           DAM, etc.
                        WCM, KM, RM,
                           DAM, etc.
                           DAM, etc.
Open Text Integrates ECM
Global Reach
 North America: 50%               Europe: 45%       Asia: 5%
    1,000 people                   1,000 people     100 people


               R&D Hubs
                   Chicago
                   Waterloo

                   Munich




                            2000+ Staff Worldwide
               24 x 7 x 365 Global Support
Agenda
 Introducing Open Text
 The Microsoft and Open Text Alliance
 SharePoint ECM Scenarios
 Summary
Further Information

                              “As a leader in ECM,
                              Open Text offers both the
                              experience and the
                              enterprise-scale compliance
                              management capabilities
                              we’re looking for to
                              complement our solutions.
                              Tighter integration of our
                              software will offer
                              tremendous value to
                              customers of both
            Rob Bernard,      companies.”
      General Manager of
   Global ISVs at Microsoft
High Level Product Strategy

   We currently provide Content Services

   BASIC           EXTENDED             ADVANCED
Document Mgmt.      Search           Records Mgmt.
  Shared            Workflow/Forms   Storage and Archive
  workspaces        Portal           Enterprise Classification
  Versioning      Livelink Platform
                    Web Content      Enterprise Metadata
                                                                  Web UI
  Auditing           Mgmt.            Business Process Mgmt
  Permissions       Policy           ERP Content                   and
Collaboration                         CRM Content
  Projects                            Engineering Docs            Livelink
  Live meetings                       (CAD etc.)
Security                              Rich Media (audio, video)   Explorer
                                      [DAM]
                                      Imaging
     Open Text ECM Foundation Extensions
      – Enterprise RM, Library & Archive Server
High Level Product Strategy
                                                                    Web Parts
                                                                     and LL
                  Open Text Applications
                                                                     Web UI
                      and Solutions


   BASIC              EXTENDED             ADVANCED                   Outlook
                                        Records Mgmt.
Document Mgmt.
  Shared
                       Search
                                        Storage and Archive
                                                                       User
                       Workflow/Forms
  workspaces           Portal           Enterprise Classification    Interface
  Versioning           Web Content      Enterprise Metadata
  Auditing             Mgmt.            Business Process Mgmt
  Permissions          Policy           ERP Content
Collaboration                           CRM Content
  Projects                              Engineering Docs
  Live meetings                         (CAD etc.)
Security                                Rich Media (audio, video)
                                        [DAM]                       Web Parts
                                        Imaging
                                                                     And LL
                                                                     Web UI
High Level Product Strategy
                                                                     Web Parts
                                                                      and LL
                  Open Text Applications
                                                                      Web UI
                      and Solutions


   BASIC              EXTENDED             ADVANCED
                                        Open Text                      Outlook
                                         Records Mgmt.
Document Mgmt.
  Shared
                       Search           ECM Extensions
                                         Storage and Archive
                                                                        User
                       Workflow/Forms      BPM
  workspaces           Portal            Enterprise Classification    Interface
      Office SharePoint
  Versioning           Web Content
                                           CAD Integration
                                         Enterprise Metadata
  Auditing             Mgmt.             Business Process Mgmt
                                           E-mail Integration
     Server 2007 Platform
  Permissions          Policy            ERP Content
Collaboration
                                           ERP Integration
                                         CRM Content
  Projects                                 DAM
                                         Engineering Docs
  Live meetings                          (CAD etc.)
                                           Imaging
Security                                 Rich Media (audio, video)
                                         [DAM]                       Web Parts
                                         Imaging
     OpenOpenECM Enterprise Library
           Text Text Foundation Extensions                            and LL
      – Enterprise RM, LibraryArchive
            including RM and & Archive Server                         Web UI
High Level Product Strategy
                                                     Web
Open Text Applications and Solutions
       Open Text Applications                        Parts
               and
 Internal Controls Solutions
                                                               Share
 Contracts Management                                          Point
                                                                 UI
                                                                 –
 Vendor Invoice Management (ERP integration)                   (Web
                              Open Text             Outlook    based
 Email Management Applications Extensions
                              ECM                    User       MS
                                BPM                             UI)
                                                   Interface
 Litigation Support and Discovery Integration
   Office SharePoint            CAD
 Enterprise Publishing
  Server 2007 Platform          E-mail Integration
                                ERP Integration
 Life Sciences Applications     DAM
 Customer Information ManagementImaging


 Open Text ECM Foundation Extensions
 – Enterprise RM, Library and Archive Server
                                                                Microsoft Office
                  User Experience                               Applications
                                                                Office Communicator
                                                                Web Browser
 Open Text Application Solution Extensions                      3rd Party Applications


                                                                Business Layer
                                              Open Text
 SharePoint Server
                                              Functional
System Components
                                              Extensions


      Customer Data & Document Repositories

                                                     Line of
  SharePoint                                        Business
                                                                Transactional
                       Email Server
Doc Repository                                        Data      Repositories
                                                   Repository




             Livelink                  Livelink                 Enterprise Library
          ILM Repository               Archival
                                      Repository
                                               User Interface

                                 Open Text Application Extensions
 Contract           Litigation           Industry               Construction        Compliance and Governance
Management           Support            Applications            Management                 Management


   Clinical        Regulated               Case                Documentation            Records Management
    Trials         Documents            Management              Management              (Electronic & Physical)




              SharePoint ECM Components                                              Open Text
                                                                                Functional Extensions
 Document       Records           Web Content            Forms
                                                                                   ERP                   Email
Management     Management         Management           Management
                                                                               Integration            Integration



              SharePoint Uniform Services                                          CAD
                                                                               Integration               DAM

 Workflow        Metadata           Policies        Library Services

                                                                                  BPM                  Imaging
  Search         Security         Rights Mgmt          Collaboration




                            Customer Data & Document Repositories
SharePoint       SharePoint          SharePoint              Livelink           Livelink              Livelink
Life Cycle       MetaData             Storage                Lifecycle         MetaData               Storage
 Services         Services            Services               Services          Services               Services
Architectural Benefits
Applications
 Challenge: Meet compliance requirements for
 unstructured content
 Users hate to learn new tools
    Applications within the familiar user interface are
     adopted much better than new systems

 Compliance processes are complex
 and often not obvious
    Dedicated Applications make it easier and guide
     the user through the process

 Capturing the right meta data
 and classifications is difficult for
 the end user
    RM as part of the business application can make the
     classification for the user
Architectural Benefits
Extensions
 Challenge: Integrate ECM content from
 other content sources
 Imaging Solutions
    Paper content can be included

 ERP Content                                     3rd Party
    Document heavy processes
     included (i.e. invoices)

 Legacy Systems
    Legacy content is integrated and used as
     if it was native SharePoint content

 BPM
    Content-centric business processes can be
     modeled across systems
Architectural Benefits
Compliance

 Challenge: Long term storage for records
 Consistent Records Management across
 all content
    Consistent content classification
    Compliant retention management

 Documents must be unalterable
 
 
     Write-Once Media must be used
     Storage migration is delicate
                                            
                                            §
 Long term formats like PDF or Tiff
 are required
    Archiving must be format dependent
    Format conversion must be provided
Architectural Benefits
Storage

 Challenge: Enterprise-wide deployment
 is demanding
 Backup and restore times should be limited
    Efficient external storage is needed
    Sound Disaster Recovery concept required

 Total Cost of Ownership should
 be minimized
    Inexpensive storage should be used

 Managing large amounts of data
 and documents is difficult and expensive
    Storage for TB of documents is needed
    Information security must be provided
Strategy Recap
 Maintain and extend Livelink products integrated
 with SharePoint as GUI
 Embrace and extend ECM platform components
 from Microsoft Office
 Incorporate Microsoft components where
 appropriate in ECM Solutions
 Build solutions compatible with Office 2003,
 SharePoint 2003 and Exchange 2005
 Integrate its ECM solutions into the Office 2007
 system and IBF platform
 Integrate between Microsoft and SAP and Oracle
Agenda
 Introducing Open Text
 The Microsoft and Open Text Alliance
 SharePoint ECM Scenarios
 Summary
ECM In A Large Organization
                                President/CEO




 Development   Marketing        Sales           Services       Finance   HR




                       People           Process      Content
Integration Overview

  Microsoft    Microsoft     Email         File
   SPS I        SPS II       Server       System




   Interface    Interface     Interface    Interface




                Enterprise Library
SharePoint Integration Overview

              Microsoft            WSS             WSS             WSS
            SharePoint            Server          Server          Server       ...
           Portal Server
              2003/2007        Custom Search   Custom Search   Custom Search

     Livelink Search
        Web Parts
                                           Automatic Archiving




                                Livelink              Livelink
       Full       Meta                               Records
       text       data           Server             Management



                       Livelink Enterprise Archive
Scenario I
Regulated docs application
Scenario II
Document archiving
Scenario III
In place records management
Scenario III
In place RM tied to library
Scenario IV
Email archiving
Scenario V
File system archiving
Scenario VI
Search across the enterprise
Integration Summary
  Microsoft    Microsoft     Email         File
   SPS I        SPS II       Server       System




   Interface    Interface     Interface    Interface




                Enterprise Library
Integration Summary
              Microsoft                Email         File
               SPS III                 Server       System




  Interface               Interface     Interface    Interface




                          Enterprise Library
Agenda
 Introducing Open Text
 The Microsoft and Open Text Alliance
 SharePoint ECM Scenarios
 Summary
Summary
 Microsoft and Open Text provide best possible
 end to end ECM architecture on the market
 Open Text provides
   Solution Expertise
   Extensions into other content sources
   In place, centralized Records Management for all
   enterprise content
   Long term, hardware independent content storage
 Integration methodology is agreed to with
 Microsoft Development
 We can help you plan your ECM roadmap
And experience Forms Services by submitting
your evaluation electronically! Just open your
browser when connected to the wireless network
or from the Hands On Labs machines.




Experience Pen and Paper and use the printed
eval forms available in the session room…




Every day we will randomly draw a winner who
will take home a shiny XBOX 360 Console!!

				
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posted:12/4/2009
language:English
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