OpenText Webinar - Smart View Custom Menus & more

OpenText Confidential. ©2020 All Rights Reserved.
FOR OPENTEXT LIVE WEBINAR June 4th 2020
1
The content of this slide is property of AnswerModules S.a.g.l. © 2020 All Rights Reserved.
OpenText & ZOOM are trademarks or registered trademarks of the OpenText Corporation and ZOOM Video Communications.
Other trademarks, product names, brands and service names are properties of their respective owners.
Live Webinar
SmartView Custom Menus & More for OpenText Content Suite & Extended ECM
4th June 2020
Patrick Vitali - CEO & CTO
Paolo Rimoldi - Sales & Strategic Alliances

2
Disclaimer
AnswerModules & OpenText™ are independent entities and neither party has authority to make
any representations or commitments on behalf of the other.
All information and other materials provided in this webinar were provided by AnswerModules.
Webinar content is informational only, general in nature, and does not constitute professional
advice.
It is your responsibility to evaluate the accuracy and completeness of all information provided
during the webinar. OpenText™ has no liability whatsoever for your use of any of the information
or materials provided during this webinar and is not responsible for the content, accuracy or
opinions express during such webinars. The webinars are not investigated, monitored or
checked for accuracy or completeness by OpenText™.
For more information about the products offered by AnswerModules, please write to
info@answermodules.com

3
Intro to the Module Suite
Fully integrated add-on
(no footprint / dependencies)
Tools to extend & enhance
the standard capabilities
Build & modify solutions
as your business evolves
The smartest way to deliver robust
& tailored solutions on Content Suite
& Extended ECM

4
4
Why is Module Suite the only add on you’ll ever need?
We can cover many of our requirements and do more on Content
Suite without the need for external implementations or solutions”
-The Durst Organization
OFFERS A SMART STACK
It requires zero infrastructure,
doesn’t use proprietary languages
and it’s not dependent on other
modules (ex: WebReports)
INCREASES ADOPTION
Boosts end-user adoption
thanks to streamlined UIs
& tailored business logics that
match individual needs
MAXIMIZES ROI
Extends and opens new use
cases on CSP/xECM within the
organization preserving your
initial investment
ACCELERATES DELIVERY
Thanks to low-coding, drag &
drop editors & configurable
snippets, development Lead Time
decreases significantly

5
What can you do with Module Suite?
Professional Forms
• Dynamic Form Fields
• Robust Validation
• Off-line & mobile forms
Smart Workflows (WF)
• Automate any process
• Add custom WF steps
• Simplify WF maps
Facilitate Integrations
• Integrate 3d party platforms
• Integrate custom legacy systems
• Integrate with DocuSign & ZOOM
Simplified UI
• Tailored SmartUI & ClassicUI
• Surface only relevant info & tasks
• Boost end-user productivity
All through a low-coding & Agile Development approach

6
Smart View Custom Menu Items
Creating UIs that are truly tailored to individual business needs.
Module Suite is the only solution offering this function on Content Suite & Extended ECM

7
Get Inspired!
(Multi)select objects in the browse view and perform custom actions such as:
Create multiple Connected
Workspaces & organize
relationships
Merge documents
(Pdf, Word etc.)
Grant permission
to users
Start an e-signing process
(e.g. DocuSign)
Apply a new naming convention Change folder/files name
Synchronize data with LOB
applications
Start a predefined workflow
Change metadata

8
Potentially Any End-User Requires Custom Menus!
BENEFITS
AUTOMATION
Supports automation of tasks & daily working routines
LOW-CODING
Simple configuration of pre-packaged script parameters, no
need to write any code
ROLE BASED UIs
Turning from static to adaptive menus that can be adjusted
quickly to better server changing users needs
FEATURES
REAL-TIME CONFIGURATION
A configurable code snippet to create your own menu items
EXTREME CONTROL
Custom commands can be made visible to all users or
specific groups
PERSONALIZATION
Choose the icon, color etc. of the new menu option and
whether to place it at the folder or parent category level

9
Zero Lead Time from Concept to Development
-Skills
Learn Content Server
SDK (Javascript) or
WebReports / OScript
Dev. Effort
Test Dev.
Test Prep.
Test Prod.
-Essential Teams
Liase with System
Admins to deploy on
the file system / server
-Skills
Learn
Content Script /
Module Suite
-Dev. Effort
Configure
pre-packaged
code snippet
-Essential Teams
Sit with business users
to discuss their needs &
prototype them in real-time
1-5 days
OWN CUSTOM DEVELOPMENT
5 minutes
WITH MODULE SUITE
< - >

10
ZOOM Integration Preview
BUSINESS VALUE SAMPLE USE CASES
DISTRIBUTED TEAMS
MULTI-SITE TEAMS
TEAMS WITH SATELLITE WORKERS
• Enables automation (workspace users are included
in the Zoom invite automatically; recordings are
saved in the workspace directly)
• Creates highly efficient UIs to boost remote work
scenarios
• Centralizes teamwork around workspaces, helping
with the tracking of activities & documents
• Project Management & status updates
• Scheduling Assistant (ex. Board members
meeting)
• HR: alignment meetings, remote job interviews
& candidate’s folders
• Team Building initiatives

11
ZOOM Integration Features
1 Kick-off ZOOM meeting from selected
Workspaces or documents with just 1 click
2
3 You can also choose to add external people
to collaborate on the same document
4 Videocall recordings are saved in the
Workspace automatically
Invitations emails are sent to all Workspace
members automatically

12
The Future is Now: Welcome to the New Normal
CONTENT SERVER
1. From an offer stored
in CSP, I send a Zoom
meeting to a Client via
a custom menu option
2. A folder in Core Share
is created automatically
for the customer to
access during the call
3. The Zoom invitation
will include the link to
the document
4. Using a custom menu
item, I start a Core
Signature process to
finalize the offer
5. The customer will
receive a Core Signature
envelope to sign
6. Once the offer has been
signed, the document will
be synched back on
CSP/xECM
EXAMPLESCENARIO

13
Optimized Scheduled Scripts: Chain Job
BENEFITS
• Lightens DB memory while
scripts are running
• Streamlines the execution of
complex scripts
• Avoids errors occurring to end
users while scripts & users are
working on the same data
USE CASES
Optimizing bulk operations such as:
• Massive updates of documents
• Massive import of data from
external systems
• Bulk creation of connected
workspaces, folder structures
etc.
FEATURES
• Define Number of Chunks,
transactions & functions to be
executed
• Track all running transactions &
verify progress
The new “Chain Job” is a script that leverages the Map Reduce function to split massive
operations into smaller chunks / transactions and execute them in parallel

14
An Example: Bulk Document Upload
Scheduled Script Scheduled Chain Job Script
87 minutes completion time 62,5 minutes completion time
Upload Speed: 3,8 docs / min Upload Speed: 5,3 docs / min
First document available after
87 minutes
First document available after
2 minutes!
25 lines of code!
Test Conditions:
•Single-server installation on VMWare virtualized server,
Windows 2016, MS SQL Server 2016. memory 8GB RAM, 4 Processors
•OpenText Content Server 16.2.11
•Distributed Agent with default configuration & 3 active workers
•20.000 documents to uploade, each document size was 240KB

15
Who is AnswerModules
Product oriented company focused on delivering innovative add-on solutions dedicated to
extending and enhancing Content Suite & Extended ECM’s capabilities
OpenText™ 2019 EMEA
Innovation / Technology
Award Winner
First 3rd party technology
certified for OpenText™
Cloud
100+ community of
customers & partners
worldwide
Swiss-based
but operating
globally

Thank you
twitter.com/opentext
linkedin.com/company/opentext
opentext.com
Paolo Rimoldi
Sales and Strategic Alliances Manager
p.rimoldi@answermodules.com
+41 91 25 20 259
answermodules.com
linkedin.com/company/answermodules

OpenText Webinar - Smart View Custom Menus & more

Recommended

Recommended

More Related Content

Similar to OpenText Webinar - Smart View Custom Menus & more

Similar to OpenText Webinar - Smart View Custom Menus & more (20)

Recently uploaded

Recently uploaded (20)

OpenText Webinar - Smart View Custom Menus & more

Editor's Notes