Whats new in ep3
- 1. What’s new in Ep3 Featured Innovations and Highlights Jonathan Beardsley, Ecosystem Program Manager
- 2. OpenText Confidential. ©2017 All Rights Reserved. 2 OpenText Delivers Key Innovations for SAP Certified for SAP S/4HANA Cloud & On Premise Powered by SAP HANA SAP Fiori® & Smart UI enabled SAP Hybris Sales Cloud (C4C) SAP SuccessFactors SuccessFactorsSAP Fiori® Extended ECM Smart UI
- 3. OpenText Confidential. ©2017 All Rights Reserved. 3 OpenText: Our Platform is HANA and S/4HANA Doc. Access, Invoice Mgt., Business Center, Extended ECM, Document Presentment, Digital Asset Management 6 Products have native Fiori User Experience Complete SAP OpenText ECM portfolio proven and tested to work with S/4HANA 100% qualified for SAP S/4HANA • Unified Platform for information- fueled business processes • Cloud & On-Premise • End-to-End Fiori® and Mobile-ready • Integrated with SAP Cloud Platform • Powerful Content Management Services Archiving, Doc. Access, Invoice Mgt., Business Center, Extended ECM, Document Presentment; Digital Asset Management 10 Products powered by SAP HANA
- 4. OpenText Confidential. ©2017 All Rights Reserved. 4 OpenText Suite for SAP Information processing Information Management Information Delivery Digital Asset Management Cloud | On Premise | S/4HANA Supported OpenText Confidential. ©2017 All Rights Reserved. Information governance Archive Center Business Center SAP S/4HANA | SAP Ariba Solutions | SAP Hybris Solutions | SAP SuccessFactors Solutions | Microsoft Document Presentment Extended ECM for SAP, SuccessFactors, SharePoint, Government, Engineering Vendor Invoice Management Document Access
- 5. OpenText Confidential. ©2017 All Rights Reserved. 5 OpenText Suite for SAP 16.3 Key Releases • Vendor Invoice Management • Business Center • xECM for Government • xECM for Engineering • 16.2.x recaps for all other products
- 6. OpenText Confidential. ©2017 All Rights Reserved. 6OpenText Confidential. ©2017 All Rights Reserved. 6 Vendor Invoice Management & Business Center Automate and Digitize Inbound Information Flows
- 7. OpenText Confidential. ©2017 All Rights Reserved. 7 • End of maintenance April 2021 • New release VIM or extension of 7.5 • Lifetime to support SAP ERP until 2025 SAP S/4HANA VIM 16.3 • Classic mode – similar to VIM 7.5 • Simple mode – Fiori end-to-end VIM Strategy and Future Direction Invoice Management and Invoice Processing in SAP SAP S/4HANA Cloud S4Cip SAP S/4HANA Cloud for invoice processing by OpenText • Co-development with SAP • Included in SAP S/4HANA Cloud • Released July 2017
- 8. OpenText Confidential. ©2017 All Rights Reserved. 8 SAP S/4HANA Cloud for invoice processing by OpenText Move Your Account Payable into the Cloud • Available from July 2017 on a subscription price model. • Cloud-first, SAP-centric invoice automation solution • Add-in to SAP S/4HANA Cloud • Integrated with S/4HANA Finance and S/4HANA Logistics • Integrated with Manage Supplier Invoice Fiori® App • OCR cloud service to extract and validate data and feed into S/4HANA Business Rules Evaluated by Invoice Management
- 9. OpenText Confidential. ©2017 All Rights Reserved. 9 • End of maintenance April 2021 • New release VIM or extension of 7.5 • Lifetime to support SAP ERP until 2025 SAP S/4HANA VIM 16.3 • Classic mode – similar to VIM 7.5 • Simple mode – Fiori end-to-end VIM Strategy and Future Direction Invoice Management and Invoice Processing in SAP SAP S/4HANA Cloud S4Cip SAP S/4HANA Cloud for invoice processing by OpenText • Co-development with SAP • Included in SAP S/4HANA Cloud • Released July 2017
- 10. OpenText Confidential. ©2017 All Rights Reserved. 10 Vendor Invoice Management 16.3 New VIM Fiori App “Manage Invoices” Applied Filters Add Multiple Filters
- 11. OpenText Confidential. ©2017 All Rights Reserved. 11 Vendor Invoice Management 16.3 Seamless Integration with SAP’s Supplier Invoice App Select Invoice in OpenText “Manage Invoices” Status & Data Updates Semantic Navigation to SAP Fiori SAP “Supplier Invoice” Use Supplier Invoice App as index screen for VIM (Invoice Draft is the Data Container)
- 12. OpenText Confidential. ©2017 All Rights Reserved. 12 Vendor Invoice Management 16.3 Seamless Integration with SAP’s Supplier Fact Sheet Semantic Navigation to SAP supplier fact sheet Select Supplier in OpenText Fiori App “Manage Invoices”
- 13. OpenText Confidential. ©2017 All Rights Reserved. 13 Vendor Invoice Management 16.3 Efficiently Process Exceptions in SAP Fiori Problems detected by business rules can be reviewed and confirmed
- 14. OpenText Confidential. ©2017 All Rights Reserved. 14 Browse SAP Finance & Procurement Objects with associated Content in SAP Fiori
- 15. OpenText Confidential. ©2017 All Rights Reserved. 15 Vendor Invoice Management + Business Center 16.3 Smart Data Entry in SAP Fiori® Click on Document fields to auto- populate SAP dataClick on data field to see where this data comes from on the document
- 16. OpenText Confidential. ©2017 All Rights Reserved. 16 Business Center for SAP Solutions 16.3 Using SAP Fiori® End-to-End
- 17. OpenText Confidential. ©2017 All Rights Reserved. 17
- 18. OpenText Confidential. ©2017 All Rights Reserved. 18OpenText Confidential. ©2017 All Rights Reserved. 18 Extended ECM for Government Information-fuel your Government Processes
- 19. OpenText Confidential. ©2017 All Rights Reserved. 19 Extended ECM for Government 16.3 Role-based Landing Page Personal + Proxy Assignments Organizational File plan
- 20. OpenText Confidential. ©2017 All Rights Reserved. 20 Extended ECM for Government 16.3 eFiles – The Public Sector Workspaces Select Org Unit – file reference is automatically created eFile Workspace
- 21. OpenText Confidential. ©2017 All Rights Reserved. 21 Extended ECM for Government 16.3 eCases – The Public Sector Case Management Flexible Metadata for eCases eCase Workspace (inside eFile)
- 22. OpenText Confidential. ©2017 All Rights Reserved. 22 Extended ECM for Government 16.3 Flexible Assignment of eFiles, eCases & Documents
- 23. OpenText Confidential. ©2017 All Rights Reserved. 23 Extended ECM for Government 16.3 Universal Inbox for Government Case Workers
- 24. OpenText Confidential. ©2017 All Rights Reserved. 24OpenText Confidential. ©2017 All Rights Reserved. 24 Extended ECM for Engineering Information-fuel your Engineering Processes
- 25. OpenText Confidential. ©2017 All Rights Reserved. 25 Extended ECM for Engineering 16.3 Role-based Engineering Landing Page
- 26. OpenText Confidential. ©2017 All Rights Reserved. 26 Extended ECM for Engineering 16.3 Role-based Engineering Landing Page
- 27. OpenText Confidential. ©2017 All Rights Reserved. 27 Extended ECM for Engineering 16.3 Workspace for Projects and other Engineering Objects
- 28. OpenText Confidential. ©2017 All Rights Reserved. 28 Extended ECM for Engineering 16.3 Automatic Processing of Complex Activities
- 29. OpenText Confidential. ©2017 All Rights Reserved. 29 Extended ECM for Engineering 16.3 Powerful search Supporting Engineering Tasks List of work items – quickly take the necessary actions, like requesting a revision or submitting a transmittal
- 30. OpenText Confidential. ©2017 All Rights Reserved. 30OpenText Confidential. ©2017 All Rights Reserved. 30 Digital Asset Management Media Enrich your Processes to deliver superior customer experience
- 31. OpenText Confidential. ©2017 All Rights Reserved. 31 Digital Asset Management for SAP Solutions 16.2.1 Support new SAP Hybris Product Cockpit
- 32. OpenText Confidential. ©2017 All Rights Reserved. 32OpenText Confidential. ©2017 All Rights Reserved. 32 Document Presentment Real-time, omni-channel, personalized Communication with your Business Partners
- 33. OpenText Confidential. ©2017 All Rights Reserved. 33 Document Presentment 16.2.1 (October 2017) • Leveraging Exstream 16.2 Backend • New / Additional Document Rendering Capabilities (Power Docs) • New / Additional Interactive Document Editing (MS Word based editor) • S/4 HANA 1610 Support • Standardized Document Generation Package for SAP SuccessFactors • New Data Interface to SuccessFactors (Gates Technology of Exstream 16.2) • Pre-Configurations for SFSF Employee and Applicant objects • Event Handing to automate calling of Document Presentment from SuccessFactors
- 34. OpenText Confidential. ©2017 All Rights Reserved. 34OpenText Confidential. ©2017 All Rights Reserved. 34 Extended ECM Platform Versatile and Open Platform for Business Content Management
- 35. OpenText Confidential. ©2017 All Rights Reserved. 35 Extended ECM Platform 16.2.1 Smart UI – Full Extended ECM Support Add Business Object to Attachment Business Attachment Widget
- 36. OpenText Confidential. ©2017 All Rights Reserved. 36 Extended ECM Platform 16.2.2 Cloud Readiness – Separate System & Business Admin Extended ECM will have its own Business Administration Area Extended ECM Settings can easily be transported between systems
- 37. OpenText Confidential. ©2017 All Rights Reserved. 37 Extended ECM Platform 16.2.2 Extended ECM now supports Workspace Hierarchies Vendor Template with configured child workspace types Sub Workspaces can be added via „Add item“ menu Vendor workspace with child workspaces for audits and contracts
- 38. OpenText Confidential. ©2017 All Rights Reserved. 38 Extended ECM Platform 16.2.2 Workspace Roles can be mapped in Hierarchies Role Mapping Vendor Team Contract team. Members assigned automatically due to mapping Inherited Roles
- 39. OpenText Confidential. ©2017 All Rights Reserved. 39 Extended ECM Platform 16.2.2 Start Workflow from Document (Configuration) Filter on item type (mandatory) Extension point for other modules Filter on categories and attributes (optional) Filter on classifications (optional)
- 40. OpenText Confidential. ©2017 All Rights Reserved. 40 Extended ECM Platform 16.2.2 Start Workflow from Document (in Smart UI) Quick action to start workflow, available based on rules Smart View Form configured for Start Step Document automatically attached using Shortcut Optional workflow selection, only shown if multiple workflow filters match
- 41. OpenText Confidential. ©2017 All Rights Reserved. 41 Extended ECM Platform 16.2.2 Start Workflow with multiple items Action only shown for matching filters of all documents in case of multi-select All selected items are attached as shortcuts
- 42. OpenText Confidential. ©2017 All Rights Reserved. 42 Extended ECM Platform 16.2.3 Scheduled Processing of Workspace Updates (Bulk) • Suspend, resume and cancel scheduled processes Cancel or suspend running jobs Cancel or resume suspended jobs Maintain license level on user level Available in list mode
- 43. OpenText Confidential. ©2017 All Rights Reserved. 43OpenText Confidential. ©2017 All Rights Reserved. 43 Extended ECM for SAP / Archiving and Document Access Information-fuel SAP Business Applications
- 44. OpenText Confidential. ©2017 All Rights Reserved. 44 Extended ECM for SAP Solutions 16.2 Extended ECM fully supports SAP S/4HANA • Running on SAP HANA® Database • Designed for on-prem and cloud • Integrate content in SAP Fiori Apps • Premium Qualified for SAP S/4HANA • Integrated with SAP HANA Cloud Platform • Integrated in SAP DMS, Mobile Documents, and HANA Search*
- 45. OpenText Confidential. ©2017 All Rights Reserved. 45 • BOB is a SAP Fiori® app by OpenText • BOB provides access to content in the context of SAP business objects while browsing the SAP relationships of business objects • It is available and licensed with • Document Access for SAP and Archive Center for SAP for access to ArchiveLink documents • Extended ECM for SAP for browsing Extended ECM Workspaces Extended ECM & Document Access for SAP Solutions 16.2 The Art of Business Object Browsing (BOB) Extended ECM Workspaces Archived Documents in Document Access or Archive Center
- 46. OpenText Confidential. ©2017 All Rights Reserved. 46 Extended ECM & Document Access for SAP Solutions 16.2 Work with Extended ECM in SAP Fiori® Browse Between Business Objects Extended ECM Workspace embedded in Fiori® App
- 47. OpenText Confidential. ©2017 All Rights Reserved. 47 Extended ECM Platform 16.2.x Extended Support for Smart UI in SAP GUI Themes specific for each UI integration (SAP Fiori, SAP ERP, SAP Hybris C4C, SAP CRM, SAP SRM)
- 48. OpenText Confidential. ©2017 All Rights Reserved. 48 CMIS Data Integration Event Integration Fiori UI Integration SAP Document Center Future Extended ECM for SAP 16.2 Cloud Integration with SAP Document Center SAP Cloud Platform* * Formerly known as HANA Cloud Platform (HCP) Extended ECM for SAP Cloud Content Bridge On Premise Available BUSINESS WORKSPACE
- 49. OpenText Confidential. ©2017 All Rights Reserved. 49 Extended ECM for SAP 16.2 Browse Extended ECM with SAP Document Center
- 50. OpenText Confidential. ©2017 All Rights Reserved. 50 Extended ECM for SAP 16.2 Support of SAP Hybris C4C Ticket Business Object C4C Ticket (Service Request) Business Object with embedded Extended ECM Business Workspace
- 51. OpenText Confidential. ©2017 All Rights Reserved. 51OpenText Confidential. ©2017 All Rights Reserved. 51 Extended ECM for SAP SuccessFactors Information-fuel your HR Processes
- 52. OpenText Confidential. ©2017 All Rights Reserved. 52 16.2.1 16.2.2 16.2.3 16.2.4 March,2017 March.2018 Jun. Update Sep. Update Dec. Update Mar. Update Pat162000121 Extended ECM for SAP SuccessFactors 16.2.x Delivery and Support Plan
- 53. OpenText Confidential. ©2017 All Rights Reserved. 53 Extended ECM for SAP SuccessFactors 16.2.1 RBP Permission Synchronization optimization Data Extraction Process Performance Improvement • Optimize the performance of the data extraction process: replace Ad-Hoc Report with new SuccessFactors HCM dynamicGroup OdataAPI. • Provide batch mode to retrieve data from SuccessFactors • Execution time reduced from 80 mins to 20 mins (~) during full set of data extraction process (No. Records: 189k) Data Extraction Process Robustness Improvement • Better error handling of invalid username length caused by Global Assignment • Normalization of group names: Handling of SuccessFactors groups which contain special characters, leading/trailing space
- 54. OpenText Confidential. ©2017 All Rights Reserved. 54 • Use Workspace Picker in the document assignment windows instead of user picker. • Problem with user picker: not all content server users will have corresponding workspaces in Extended ECM • Provide new configuration option to skip HR review for onboarding specific document types • Employee is able to upload certain document types without involve HR reviewing it (asked by PepsiCo) Extended ECM for SAP SuccessFactors 16.2.1 Document Onboarding Improvement Workspace Picker
- 55. OpenText Confidential. ©2017 All Rights Reserved. 55 Extended ECM for SAP SuccessFactors 16.2.1 Product Improvements • Improved Duration Management: when outdated document has been uploaded by employee, complete active follow ups automatically. • Simplified configuration for selecting SuccessFactors properties in the business object type definition • Provide default open transaction URL which points to SuccessFactors Employee Profile/People Profile Pointing to SuccessFactors’ People Profile
- 56. OpenText Confidential. ©2017 All Rights Reserved. 56 Extended ECM for SAP SuccessFactors 16.2.2 SuccessFactors Document Management CMIS • Extended ECM as standard SuccessFactors Document Repository • SuccessFactors admin can configure Extended ECM as document repository • Extended ECM can configure SuccessFactors as external CMIS client • Compatibility and Onboarding of new Customers • CMIS Implementation is compatible with pre-imported HR workspace configurations (Business Object Type, Workspace type, Workspace Location etc.) • Support of New Customers, who setup a Extended ECM system from scratch and connect to a existing SuccessFactors tenant • Synchronization • When documents are uploaded, modified or deleted in SuccessFactors, they are reflected immediately in corresponding workspaces in Extended ECM.
- 57. OpenText Confidential. ©2017 All Rights Reserved. 57 • Integrates into SuccessFactors Page for Employees or in Smart UI perspectives of Extended ECM • Alerts all non-compliant documents • Missing documents • Outdated documents • Documents in review process • Supports Drag & Drop • Includes Document Generation Functions Extended ECM for SAP SuccessFactors 16.2.2 New Employee Document Self Service Widget
- 58. OpenText Confidential. ©2017 All Rights Reserved. 58 Extended ECM for SAP SuccessFactors 16.2.2 New Employee Document Self Service Widget Filtering options Support for Drag & Drop New Document Self Service shows missing and outdated documents
- 59. OpenText Confidential. ©2017 All Rights Reserved. 59 Extended ECM for SAP SuccessFactors 16.2.2 New Employee Document Self Service Widget New Employee Document Self Service Widget in SuccessFactors’s Home page
- 60. OpenText Confidential. ©2017 All Rights Reserved. 60 Extended ECM for SAP SuccessFactors 16.2.2 Separation of Business and System Administration • Move Extended ECM for SuccessFactors Administration settings into the new Extended ECM Platform Administration Volume • Configure HR Functional Rights • Configure Membership Synchronization from SAP SuccessFactor Extended ECM Platform: SuccessFactors specific Administration settings
- 61. OpenText Confidential. ©2017 All Rights Reserved. 61 Extended ECM for SAP SuccessFactors 16.2.2 Improve Workspace Creation and Update Process • Integrate into Extended ECM Platform Batch Framework: “Scheduled Processing” and Improve the Batch Framework • Benefit: leverage the framework’s capability: Multi-threading support, suspend/resume jobs, simple error queue and monitoring capability Extended ECM SuccessFactors V16.2 bulk employee workspace creation report Extended ECM Platform Scheduled Processing
- 62. OpenText Confidential. ©2017 All Rights Reserved. 62 Extended ECM for SAP SuccessFactors 16.2.2 Product Improvements • Rapid Deployment: Scenario Guide • Describe installation, customization of pre-delivered HR scenarios step by step • Include also installation, customization settings of Document Generation (PowerDocs) setup • Extended ECM Platform: Support to release cloud deployment Infrastructure Guide • Extended ECM Platform: Platform Workspace header: Including queued status, showing workspace type description and provide configuration entry in perspective manager to display activity instead of workspace metadata. • Extended ECM Platform: Support transporting the document validation rules configured in the workspace template
- 63. OpenText Confidential. ©2017 All Rights Reserved. 63 Extended ECM for SAP SuccessFactors 16.2.3 SuccessFactors Document Management CMIS (2) • Support of SAP SuccessFactors Recruiting Module as document repository: store recruiting related documents (e.g. Job Offer, Job Application etc.) in the corresponding workspaces and link the workspaces accordingly. • Support synchronization of additional document properties from SuccessFactors to allow for Document Validation • Support of SuccessFactors native document uploaded in Employee Center Workflow (e.g. Termination, HR Service Center, Reward and Recognition etc.)
- 64. OpenText Confidential. ©2017 All Rights Reserved. 64 Extended ECM for SAP SuccessFactors 16.2.3 Product Improvements • RBP Permission Synchronization optimization • Leverage Extended ECM Platform Batch Framework to enhance performance / throughput of permissions synchronization between SuccessFactors and Extended ECM Workspaces • Permission Propagation to Extended ECM Workspace instances can be triggered by SuccessFactors Attribute Changes • Separation of Business and System Administration (2) • Move further SuccessFactors Administration settings into Extended ECM Platform Volume • Configure Module Specific Settings • Global Template Configuration • Employee Document Self Service (2) • Provide self-services for employees and managers to generate personalized documents (e.g. employment letter) using information managed in SuccessFactors
- 65. OpenText Confidential. ©2017 All Rights Reserved. 65OpenText Confidential. ©2017 All Rights Reserved. 65 Extended ECM for Microsoft SharePoint Connecting Personal Productivity and Process Productivity
- 66. OpenText Confidential. ©2017 All Rights Reserved. 66 • Open up Content Server to Office 365 users • Search, browse and access content • Contribute new content • Access metadata and records management details • Supports SharePoint Online, SharePoint 2016 and 2013 • Built on Content Server Smart UI technology Extended ECM for Microsoft SharePoint Seamlessly Work with ECM in SharePoint
- 67. OpenText Confidential. ©2017 All Rights Reserved. 67 Extended ECM for SharePoint 16.2.1 (June Update) Outlook Add-in: User Experience and Platform Support • Refine user experience • Support for Outlook Web Access (browser) and Outlook for Mac • Verify and document support for common SSO scenarios • Automatic login into Extended ECM • SSO of Office 365 when OTDS properly connected with ADFS • Improve support for large email attachments • Overcome size limit of 10-20 MB
- 68. OpenText Confidential. ©2017 All Rights Reserved. 68 Extended ECM for SharePoint 16.2.2 (September Update) Outlook Add-in: Smart Target Folder Selection • Configurable target folder to store emails • User selectable, first email folder in workspace or specific folder name • Globally or per workspace type • Suggested workspaces for a given email • Intelligence to suggest workspaces • Configurable rules: • Email property + regexp determine that the rule applies • Rule defines: Workspace type, regexp to extract search term for workspace name à run search in background to get list of workspaces • Basic hard-coded rules: • E.g. keep track of where emails of a certain sender were last filed
- 69. OpenText Confidential. ©2017 All Rights Reserved. 69 Extended ECM for SharePoint 16.2.2 (September Update) Extended Office 365 Groups and SharePoint Sites • Automate group and SharePoint site creation (basic) • Create groups or SharePoint site for new Extended ECM workspaces • Automatically add Extended ECM artefact to SharePoint site • Quick Link for opening workspace • Web part surfacing workspace content (may be after Sept Update) • Configured per workspace type • Limited configuration options (choose group or site, select template), more advanced templating for EP4
- 70. OpenText Confidential. ©2017 All Rights Reserved. 70 Extended ECM for SharePoint 16.2.2 (September Update) Workspace Links and Enhanced Groups Widgets • Lead O365 users to Extended ECM workspaces • Notification in conversation when connecting workspace • Name, description and icon of workspace, link to open workspace • Extend functionality of Groups widgets • Add links to Conversation, Calendar, OneNote to Group Info widget • Add links to OneNote notebook sections to OneNote widget • Improve performance of Conversation widget
- 71. OpenText Confidential. ©2017 All Rights Reserved. 71 opentext.com twitter.com/opentext @jon_beardsley facebook.com/opentext linkedin.com/company/opentext Thank you
- 72. OpenText Confidential. ©2017 All Rights Reserved. 72 Thankyou