Rev 1.1 02092009 Copyright © Open Text Corporation 2008 - 2009. All rights reserved.
Slide 1
What’s New in eDOCS
Introducing Open Text Document
Management, eDOCS Edition
(eDOCS DM) 5.3
Shawna Singletary
eDOCS DM Product Manager
November 18, 2009
IDP Software Development Life Cycle
IDP is a framework that emphasizes a set of project management
values and practices:
Key Practices of IDP:
–Self-Directed and Self-Organizing team
–Common working area
– Iterations lengths consisting of 1 to 4 weeks
–Adaptive planning and learn by doing
–Daily stand-up meeting (15 minutes)
– Three Core Questions
–Daily team measurement – Burn Down Chart
–Demo to external stakeholders at end of each iteration
–Retrospective
–Landmarks
Copyright © Open Text Corporation 2008 - 2009. All rights reserved.
Slide 2
Iterations
What is an Iteration?
Iterations are small complete development cycles (Design, coding,
Implementation, Integration, Verification/Testing, Demo and Documentation);
which deliver incremental components of business functionality.
Copyright © Open Text Corporation 2008 - 2009. All rights reserved.
Slide 4
IDP Overview
Copyright © Open Text Corporation 2008 - 2009. All rights reserved.
Slide 5
Introducing eDOCS DM 5.3
Delivering enhanced application and platform support
Creating easy to deploy client and server-side
installations
Broadening support for multiple file extensions
Creating seamless usage of the Save User Interface
throughout
Supporting multiple communication protocols
Disclaimer
This disclaimer applies to all slides in this presentation.
This disclaimer is required by law – specifically, the U.S. Safe Harbor Statement Under the Private Securities Litigation Reform Act of 1995 - for any presentation, document or press release that contains forward looking statements on products that are not yet released to the general public
Disclaimer:
Certain statements in this presentation constitute forward-looking statements or forward-looking information within the meaning of applicable securities laws (“forward-looking statements”). Such forward-looking statements involve known and unknown risks, uncertainties and other factors that may cause the actual results, performance or achievements of Open Text, or developments in Open Text’s business or in its industry, to differ materially from the anticipated results, performance, achievements or developments expressed or implied by such forward-looking statements. Forward-looking statements include all disclosure regarding possible events, conditions or results of operations that is based on assumptions about future economic conditions and courses of action. Forward-looking statements may also include any statement relating to future events, conditions or circumstances. Open Text cautions you not to place undue reliance upon any such forward-looking statements, which speak only as of the date they are made. Forward-looking statements relate to, among other things, changes in the ECM market; the market focus of Open Text, Open Text’s revenue mix and margin targets; Open Text’s operations priorities; and Open Text’s strategy for its products and solutions. The risks and uncertainties that may affect forward-looking statements include, among others, the completion and integration of acquisitions, the possibility of technical, logistical or planning issues in connection with deployments, the continuous commitment of Open Text's customers, demand for Open Text 's products and other risks detailed from time to time in Open Text's filings with the Securities and Exchange Commission and Canadian provincial securities regulators, including Open Text's Annual Report on Form 10-K for the year ended June 30, 2008 and the Quarterly Report on Form 10-Q for the quarter ended December 31, 2008. Forward-looking statements are based on management’s current plans, estimates, projections, beliefs and opinions, and the Company does not undertake any obligation to update forward-looking statements should assumptions related to these plans, estimates, projections, beliefs and opinions change.
Slide 6
Copyright © 2009 Open Text Corporation. All rights reserved.
Updated Platform Support
Copyright © Open Text Corporation 2008 - 2009. All rights reserved.
Slide 7
Windows Communication Foundation
Update servers and clients to include support for:
Windows Communication Foundation (WCF)
HTTP
Advantages to using WCF
Tighter control of port usage
Ability to use Microsoft’s WCF logging utilities to diagnose connection
problems
Servers will remain backwards compatible
Using the eDOCS DM Client Connection Wizard, client machines can choose
which connection to use
Older clients can continue to use DCOM to connect to the eDOCS DM Server
without interruption
Copyright © Open Text Corporation 2008 - 2009. All rights reserved.
Slide 8
Making the Connection
Copyright © Open Text Corporation 2008 - 2009. All rights reserved.
Slide 9
Making the Connection
Copyright © Open Text Corporation 2008 - 2009. All rights reserved.
Slide 10
Save User Interface Enhancements
Users can now change the profile form of a document “on the fly”
With Dynamic Views installed, users can now have access to the
navigational tree from the profile form display
Allows user to navigate through the tree to change metadata
Dialog will appear to ask the user if this is the change they wish to make with
a checkbox allowing them to disable the message the next time around
Copyright © Open Text Corporation 2008 - 2009. All rights reserved.
Slide 11
Microsoft Office 2010 Integration
New Integration
designed from the
“ground up”
Integration files
independent of
previous versions
of Office
Movement from
ODMA and COM
add-ins for the
previous releases
to Microsoft’s
VSTO only for this
release
Copyright © Open Text Corporation 2008 - 2009. All rights reserved.
Slide 12
Integration into the Microsoft Backstage
Customize Your Experience
Copyright © Open Text Corporation 2008 - 2009. All rights reserved.
Slide 13
Create your own eDOCS DM Ribbon
Customize Your Experience
Ability to fully utilize the Quick Access Toolbar (QAT), including quick
access eDOCS DM items – creating a more seamless office
experience
Copyright © Open Text Corporation 2008 - 2009. All rights reserved.
Slide 14
Microsoft Outlook 2010
Ability for users to configure
their eDOCS DM Email settings
from the Outlook options tab
Administrators will have the
ability to restrict / override this
functionality from the Client
Deployment Utility (CDU)
Uses can now dynamically
update their settings, choosing
to save attachments, how to
save them: with the message or
separately into eDOCS
Rewrite of the eDOCS DM
Outlook add-ins to support
Microsoft’s new Outlook model
Copyright © Open Text Corporation 2008 - 2009. All rights reserved.
Slide 15
Outlook 2010 Feature Integration
Currently being investigated
Ability to save email messages as a conversation into eDOCS DM
Ability to use Quick Steps from within Outlook to file mail items quickly and
easily into specific eDOCS DM folders
Copyright © Open Text Corporation 2008 - 2009. All rights reserved.
Slide 16
Microsoft Windows Installer (MSI)
Coverage on all of the
eDOCS DM Server and
eDOCS DM Extensions
Components
eDOCS DM Server 5.3
installation can be net new
or an upgrade from a
previous version of eDOCS
DM Server
Installations can be run with
MSI standard switches
Copyright © Open Text Corporation 2008 - 2009. All rights reserved.
Slide 17
Msiexec.exe /q /i DMServer.msi /l*vx dmserver_install.log ADDLOCAL="ALL"
REMOVE="RMServerFeature" OT_SERIALNUMBER_17="17-xxxx-xxx-
00000001" OT_PASSWORD_17=“xxxxxxxx" OT_SERIALNUMBER_42="42-
xxxx-xxx-00000001" OT_PASSWORD_42=“xxxxxxxx
MSI Installations
Advantages
Because all MSI installations are transactional, they have a built-in rollback
feature for future patches
MSI allows for either full installation of future patches or incremental
MSI packages can be marked as not requiring elevated privileges to install,
allowing a package to install without prompting the user for Administrator
credentials
Standardized Windows delivery mechanism allows us to easily snap-in
additional modules for future delivery
MSI allows for installations to run from a group policy and can include
additional hotfixes, registry, xml and macro files
No need to reboot after installation
Completely customizable based on individual environments
Copyright © Open Text Corporation 2008 - 2009. All rights reserved.
Slide 18
Multiple File Types Support
Problem:
Our customers want to save documents which are outside the two file formats
currently supported for each Office application: Word, PowerPoint and Excel
We need to be able to provide the ability to save documents which is closer to
the native Office save experience
Solution:
We have designed the ability for both Office 2007 and Office 2010 to save and
open file types which have not been previously supported with eDOCS
This will mimic the native save dialog that appears in native Office save
dialogs
User Scenario
Angela receives a CSV file via email from a client with some accounting data.
She needs to include her department information, so she opens the file,
makes her edits and chooses save. The eDOCS save dialog opens and from
the drop-down she chooses to save the document as an .xlsx file. The
document is converted and saved into her document library.
Copyright © Open Text Corporation 2008 - 2009. All rights reserved.
Slide 19
Multiple File Types Support
How does it work?
Library generator populates the database with a table: File_Types_Extns
– Defaults are populated with native based single file types from each application
– Most file extensions are disabled by default to allow for easy configuration after
installation
Copyright © Open Text Corporation 2008 - 2009. All rights reserved.
Slide 20
Multiple File Types Support
Setup
– Administrators will enable/disable file types based on their needs via the eDOCS
DM Webtop
– Will be supported for Microsoft Word, Excel and PowerPoint 2007 and 2010
– Support for each file type is written into the DM Extensions, DM Server and
application integration for each Office application
Copyright © Open Text Corporation 2008 - 2009. All rights reserved.
Slide 21
Multiple File Types Support
On the profile form
– A new drop down has been added to the profile form so users can select what type
of format they wish their document to be saved in
– New Documents will default to the libraries default extension for the application
– Documents which have already been saved will default to the file extension and
format in which the document has been saved
Copyright © Open Text Corporation 2008 - 2009. All rights reserved.
Slide 22
Folder Meta-Data Inheritance
Problem
With the introduction of Dynamic Views users are now heavily dragging and
dropping documents onto ad-hoc folders
Meta Data from fields such as author and document type are inherited from
the folder to the document
Solution
Add the ability to pre-configure based on the individual profile forms the meta-
data inheritance
Act as global settings across the eDOCS DM library per profile form
Administration via eDOCS DM Webtop
The absence of folder inheritance defaults indicates that the documents
should inherit meta data from the folder as it does today
Settings will be cached locally on the client for quicker access on subsequent
saves
Copyright © Open Text Corporation 2008 - 2009. All rights reserved.
Slide 23
Folder Meta-Data Inheritance
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Slide 24
Folder Inheritance - Mockups
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Slide 25
Product Rebranding
Rebranding from Hummingbird to Open Text eDOCS DM
Updated Documentation
New Installation splash screens
Configuration Screens
eDOCS DM Webtop
Installation Directories
Formally Introducing
Open Text Document Management,
eDOCS Edition
Copyright © Open Text Corporation 2008 - 2009. All rights reserved.
Slide 26
eDOCS DM 5.4
This will be the subsequent feature release of the DM 5.x product line after eDOCS DM 5.3 is released in the first half of calendar 2010
The current timeline is second half of Calendar 2011
Areas currently being discussed for 5.4:
Search Within a folder
Shareable workspaces
DM 5.3 Supports DCOM and Windows Communication Foundation (WCF),
– DM 5.4 will be WCF only
– DCOM will be deprecated as the communication method between the client and server.
Please open an enhancement request for features you would also like to see in the release
Enhancement request with the most customers linked to them will have priority in the review
Development will also review the request and provide feedback on the complexity to help determine if it is feasible or possible
[Published July 20,2009] [Expires September 30,2009] Copyright © 2009 Open Text Corporation. All rights reserved.
Slide 27
Copyright © Open Text Corporation 2008 - 2009. All rights reserved.
Slide 28
Thank You