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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