Extended ECM

Release Overview
Benefits of individual releases (16.2.8 – CE 24.2)

May 2024
 Business Cloud-Native Intuitive Smart

Powerful API’s
Extended ECM
Processes View

Regulated
Extended ECM Documents

Microsoft Teams

Extended ECM Advanced

Reporting

Core Share Connecting people, content and processes to

drive more value from information
Salesforce

Intelligent Viewing
SAP SuccessFactors
Intelligent Filing SAP S/4HANA

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Extended ECM
Release Naming - Example

CE CE CE
16.2.x
20.x 21.x 22.x
< < < <

Changed naming scheme for

quarterly updates to And so on
“CE year.quarter“

16.2.11 Jan 2020 CE 20.4 Oct 2020 CE 21.4 Oct 2021 CE 22.4 Nov 2022

16.2.10 Oct 2019 CE 20.3 Jul 2020 CE 21.3 Jul 2021 CE 22.3 Aug 2022

16.2.9 Jul 2019 CE 20.2 Apr 2020 CE 21.2 Apr 2021 CE 22.2 Jun 2022

16.2.8 Apr 2019 CE 21.1 Jan 2021 CE 22.1 Feb 2022

... …
Upgrade from 16.2.11 to 20.x Upgrade from 20.x to 21.x Upgrade from 21.x to 22.x
16.2.1 Jul 2017 is no major upgrade is no major upgrade is no major upgrade

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Extended ECM
Choose the documentation of interest to you
Release Release Notes Release Notes Documentation
Off Cloud Private Cloud

Extended ECM Family CE 22.2 – Release Extended ECM CE 22.2 (Private Cloud ) Service Release Extended ECM Family CE 22.2 –
CE 22.2
Notes Notes Documentation

Extended ECM Family CE 22.3 – Release Extended ECM Family CE 22.3 -

CE 22.3 Extended ECM family, Cloud Edition 22.3 Release Notes
Notes Documentation

CE 22.4 Extended ECM CE 22.4 - Release Notes Extended ECM Private Cloud CE 22.4 Release Notes Extended ECM CE 22.4 - Documentation

CE 23.1 Extended ECM CE 23.1 - Release Notes Extended ECM Private Cloud CE 23.1 Release Notes Extended ECM CE 23.1 - Documentation

CE 23.2 Extended ECM CE 23.2 - Release Notes Extended ECM Private Cloud CE 23.2 Release Notes Extended ECM CE 23.2 - Documentation

CE 23.3 Extended ECM CE 23.3 - Release Notes Extended ECM Private Cloud CE 23.3 Release Notes Extended ECM CE 23.3 - Documentation

CE 23.4 Extended ECM CE 23.4 - Release Notes Extended ECM Private Cloud CE 23.4 Release Notes Extended ECM CE 23.4 - Documentation

CE 24.1 Extended ECM CE 24.1 - Release Notes Extended ECM Private Cloud CE 24.1 Release Notes Extended ECM CE 24.1 - Documentation

CE 24.2 Extended ECM CE 24.2 - Release Notes Extended ECM Private Cloud CE 24.2 Release Notes Extended ECM CE 24.2 - Documentation

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Extended ECM
Capabilities

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Document Management and Smart View (1/4)
Manage your documents efficiently
Smart View is the state-of-the-art user interface for OpenText products. Functionality has been increased and perceived performance has been
improved with every release. Some new functionality is available in Smart View only. WebReports and Smart view tiles provide visual reporting.

Release Smart View Functionality Smart View Performance WebReports

16.2.8 • Discussion Widget
16.2.9 • Discussion Widget: Gallery view for images
16.2.10 • Add and remove business relationships in Smart View
• View permissions in Smart View
• Personal reminders
• Discussion Widget enhancements
16.2.11 • Reminders New E-Mail format for notifications and escalations
CE 20.2 • Create Document from Template dialogue • New node types for Smart View
• Transport Smart View Workspace perspectives perspectives
CE 20.3 • Recently accessed section in Document from Templates dialogue

CE 20.4 • Business Workspaces automating sharing content via Core Share • Business Workspace tab loading • Visual Count Widget
• Edit landing page perspective optimized • Prompting parameters
• Share collections with Business Workspaces • Visual Count Widget better loading • New and editable color themes
• Recently accessed Widget supporting Business Workspaces experience • Action Buttons support for Smart View destinations
• Business Workspaces in high contrast • Running WebReports in Smart View with Content Intelligence widgets

CE 21.1 • Folder Templates • New full page Nodes Table Report, Table WebReport and Visual Count Widget
• Use “Search forms” to do advanced searches • New visual count horizonal bar type
• Multi-lingual metadata support for name and description fields • Enabling and disabling Smart View perspectives
• Controlled Viewing & Printing (add-on) • New WebReport destination, Full Page Widget, is now available for the Nodes Table
• Physical Items WebReport, Table WebReport, HTML WebReport and Visual Count destinations.
CE 21.2 • Accessing Renditions in Smart View
• Search query widget
• Search forms
• Basic multilingual support
• Physical items can be assigned to a Box in the Smart View by opening the Box and selecting
the Assign to Box action from Box Header action menu

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Document Management and Smart View (2/4)
Manage your documents efficiently
Smart View is the state-of-the-art user interface for OpenText products. Functionality has been increased and perceived performance has been
improved with every release. Some new functionality is available in Smart View only. WebReports and Smart view tiles provide visual reporting.

Release Smart View Functionality Smart View Performance WebReports

CE 21.3 • Open with Office Editor in Smart View
• Print from Smart View
• Context Sensitive Help
• Persisted user settings

CE 21.4 • Support for Compound Documents in Smart View

• Large file upload
• User profile form improvements
• New “Navigate Back link“ in business workspace replaces the breadcrumb
• Create Business Workspaces from any place in Smart View
• Classifications shortcut tile available in Smart View
CE 22.1 • User Sessions are now available in Smart View. • A new theme has been added to the Visual Count widget chart options, Patterned 20, to
• Records Management Hold Management tile in Smart View improve accessibility by allowing patterns as well as colors. Additional accessibility features for
• Save Search: Users now have an ability to save searches seamlessly within Smart View the Visual Count widgets include replacing the configure icon with an ellipses and a tool tip and
• Document overview page is now available for document versions in Smart View. With this when set to single width, pie labels will always be radial instead of show legend
users can copy or share link of a specific version.
• Wiki pages display audio and video files in embedded players.
CE 22.2 • Email Delivery is now available for Notification Center. • Two new Perspective layouts, left-side panel and right-side panel consist of three regions: a
• Templates for HTML widget have been added that can be used with the HTML widget, such header panel, a left-side or right-side panel, and the content area. These layouts are used for
as Landing Page layout. the new Landing page layout.
• Landing page layout can be selected in Smart View edit page to select one of two designs:
left-side panel and right-side panel to add widgets to three regions: a header panel, a left-side
or right-side panel, and the content area. The Landing page layout can be used as a
departmental page, a project overview page, or as a home page for example.

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Document Management and Smart View (3/4)
Manage your documents efficiently
Smart View is the state-of-the-art user interface for OpenText products. Functionality has been increased and perceived performance has been
improved with every release. Some new functionality is available in Smart View only. WebReports and Smart view tiles provide visual reporting.

Release Smart View Functionality Smart View Performance WebReports

CE 22.3 • Generations support in Smart View
• My Reserved Items widget is added in Standard widget list.
• Support for Windows operating system high contrast mode settings

CE 22.4 • Notification Center now supports Digest Emails. • Click-through Visual Charts – From a Visual Count tile, users can click a chart segment to see a
• Restructure is now available to move large sets of data. table view of the report data for that segment of the chart

CE 23.1 • Recycle Bin support in Smart View • WebReports Smart Style Simplified Browse Reportview: Provides a preconfigured WebReport
• Automatic refresh of folders and containers in Smart View with a header to customize a report title, descriptive text, image, a browse list with basic actions
• New capability to display system messages upon log-in in Smart View and custom columns
• Added support to view emails using Intelligent Viewing. • Disabled Perspectives now appear with the disabled perspectives icon
• Improved the column ordering in Email Folders in Smart View to match Classic View
configurations
• Change language settings from Smart View profile page
CE 23.2 • Simplified basic rebranding of Smart View and a new Smart View banner • WebReports: Introduced two Smart View Reportview templates for no code WebReports in
• Rotate and zoom images when in Gallery View Smart View
- WebReports Smart Style Simplified Metadata Reportview provides a preconfigured
WebReport to display the properties and metadata for an item.
- WebReports Smart Style Simplified Table Reportview provides a preconfigured WebReport to
display generic data in a tabular Smart View.
• Visual Count Chart Widget improvements include:
- Grouping on Client JSON Reportview will make the chart Categories clickable in the Visual
Count widget and when expanded to show click-through data.
- Visual Count full page pie and donut widget graph legend defaults to radial labels with an
option to enable the legend.

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Document Management and Smart View (4/4)
Manage your documents efficiently
Smart View is the state-of-the-art user interface for OpenText products. Functionality has been increased and perceived performance has been
improved with every release. Some new functionality is available in Smart View only. WebReports and Smart view tiles provide visual reporting.
Release Smart View Functionality Smart View Performance WebReports
CE 23.3 • WebReports: Two Smart View Reportview templates for no code WebReports in Smart View:
Smart Style Simplified Browse with Chart provides the preconfigured browse view with a chart
above the list of browse items
Smart Style Visual Count Chart provides a preconfigured full-page chart
CE 23.4 • Vertically aligned metadata fields for better accessibility and responsiveness. • Two Smart Style reportview templates for no code WebReports in Smart View:
• Pinned columns view: For Nodes table browse pages and search pages, allows users to • Smart Style SmartUI SDK Browse reportview provides a preconfigured WebReport to display a
manually resize columns and provide horizontal scrolling as needed to accommodate screen native Smart browse table with multi-file actions, facet panel, and inline and multi-select actions
width. Each user’s preferred view will persist for future sessions. when used with a data source such as a container.
• Ability to work as another user (Proxy user) to access and update content of a target user, • Smart Style SmartUI SDK Browse with WebReports Processor reportview provides a partially
ensuring access to key documents and vital processes in the event of absences. preconfigured WebReport to display a native Smart browse table with multi-file actions, facet
• Classic View User Help and Administration Help are now available through the same Global panel, and an option to update metadata or perform custom actions with the WebReports
Help Service as Smart View for a unified experience. Processor.
• The WebReports Processor is designed for Smart Style templates to improve performance. An
action defined in the template sends a request to the WebReport Processor, which uses a
REST API to fetch and change data. Only specific atomic tags, sub-tags, and some custom
sub-tags are supported for use with the WebReports Processor.
CE 24.1 • Settings have been added to Smart View administration pages for configuration of the name
and download link that is copied to the clipboard.
• eLink information is shown in Smart View for containers that have enabled eLink.
• The User Profile menu includes the “Edit page” command by default.
• Manually show, hide, and reorder columns in the Pinned columns view, with a user's
preference persisting in the browser for future sessions.
• The “Create shortcut” command has moved from the “Add item” list to Inline action bar when
you point to an item and On the header action bar when you select one or more items in a
container. Shortcuts command is also available on Search results page.
• Users can see Favorites groups view inside target browse dialog.

CE 24.2 • Users can export the top 100 search results into a JSON or CSV format, preserving the
selected columns they have displayed.
• Business Administrators can configure product logo, primary, secondary and version texts
individually for additional customization.
• Users can include a description when adding a new version to a document and view
descriptions on the Versions Table page.

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Document Management and Search (1/2)
Search your documents efficiently
Find information using convenient search bars, advanced search interfaces, predefined search forms, a search query language and APIs. Collect
and manage search results.

Release User Functionality Administration

16.2.8 • Smart View now supports adding items to a Collection.
16.2.9 • Tabular search results are now available in the Smart View. • Improved search index backup utility.
• Custom View Search Forms are available as side panels in the Smart View. • Indexing Dataflow control rules improved to monitor sum of all IPool areas.
• Best Bets are highlighted in Smart View search results.
• Advanced search now supports finding documents based on similarity to a large block of text.
• Search query language now has a span() operator for sophisticated proximity searches.
• Specific search filters can be associated with a search form / template for constructing optimal search
experiences.
16.2.10 • Email addresses, hashtags (#goteam) and mentions (@name) in full text can be detected and located with the
pattern() search query operator.
• Files referenced by a Collection can be deleted.
16.2.11 • Users can customize the presentation of search results, including column order, displayed metadata and • Limits on number of search forms and templates increased.
summaries in the Smart View. • Search Filters can be configured by Business Administrators

CE 20.2 • Search results which match object nicknames are now highlighted in the Smart View. • Search partitions can be reserved for very large documents, allowing optimization of CPU and memory resources for
large search grids.
• Admin Server can now capture error logs from worker processes.
• High availability for the SOV Agent can be configured, with built-in failover.
CE 20.3 • Multi-select of values in Search Filters is available. • IPool quarantine generates System Events.
• Search query execution errors generate System Events.
• Search Index backups can be scheduled for automated backups
CE 20.4 • Automatic deletion of stale search index backups is available.
• Control for Update Distributor batch size management is exposed.
• Control for maximum number of Intelligent Classifications per object is exposed.
• System Events capture errors in Extraction, Document Conversion Server, Search Processes, Search I/O and Index
Backups.
CE 21.1 • New default search indexing control rules provide pre-configured indexing throughput management.
CE 21.2 • Disable or enable an Extractor in the admin interface without reconfiguring the dataflow
• Capture the search queries in the audit events

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Document Management and Search (2/2)
Search your documents efficiently
Find information using convenient search bars, advanced search interfaces, predefined search forms, a search query language and APIs. Collect
and manage search results.

Release User Functionality Administration

CE 21.3 • Remove restrictions on SMB2 and other sensitive file systems for search index
• Support two modes (reading and raw) for extracting information from PDF files
• Search region automatically respect the type of the category attribute
CE 21.4 • Support search with Hebrew language • New Search Grid setting to enable fast startup mode
• Support more Indic characters in search • Set language for the ordering of search results
• New DCS setting – FileCacheSize
CE 22.1 • Improved metadata search performance
• Support more characters in custom tokenization files
• Performance optimization for AND queries
CE 22.2 • Edit DCS settings without restart
CE 22.4 • A new synthetic search region is available “OTContentModifyDate”. This region uses the search engine “Chain” • New command line tool to identify index conversions during an upgrade for customers to better planning upgrade
capability to provide a unified view of the modified date. • The format of pattern definitions in the dcs.ini file has been changed to simplify the configure of patterns
• The Smart View default search form has been extended with more frequently used search fields
CE 23.1 • A new option added to the Modifier list, “Exact Value”, in the advanced search page allows exact match search • Exposed search pattern matching configuration settings to a new admin page
on category attributes without using complex query
• Complex query is automatically used when the keyword ‘pattern’ is detected in the full text search field in the
advanced search page
CE 23.2 • Two new options added to the Modifier list, “Substring” and “Expanded”, in the advanced search page allows
substring search and applying LIKE operator on category attributes without using complex query
CE 23.4 • A new search region, OTDocDigitalSignature, indicates if the document was detected to be digitally signed.
CE 24.1 • Administrators can select from a list of pre-defined search data flow templates based on their size of deployments to
reduce the efforts to create large data flows from scratch.

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Extended ECM Mobile (1/2)
Work with your content on the road
Extended ECM Mobile is an out-of-the box app for working with content on a mobile device. Use AppWorks Gateway to build your own mobile apps.

Release Functionality

16.2.8 • Support for Business Workspaces and Connected Workspaces.

• Ability to scan a barcode to redirect into a Business or Connected Workspace.
• Support for Workflow Forms and Attribute editing.

16.2.9
16.2.10 • Ability to move documents

16.2.11 • Open and view email objects

CE 20.2 • Automatic reserve when editing a document
• Accessibility enhancements
• Edit documents stability

CE 20.3 • Custom View search widget

• Support for authentication-enabled workflow steps

CE 20.4 • Audit history is shown within properties display

• Enhanced ability to refine / filter search results
• New reserved item widget; displayed when configured on users Smart View home perspective

CE 21.1 • Support for Microsoft Intune Mobile Device Management

CE 21.4 • Scan and upload documents to Content Server as PDF
CE 22.2 • Better handling of ADN attributes
CE 22.3 • Support for Custom View Search Widget
CE 22.4 • Android specific document link format
CE 23.1 • Strongly improved scan and upload capabilities for better page detection
• Add-On Government support
CE 23.2 • Minor Enhancement and security fixes

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Extended ECM Mobile (2/2)
Work with your content on the road
Extended ECM Mobile is an out-of-the box app for working with content on a mobile device. Use AppWorks Gateway to build your own mobile apps.

Release Functionality

CE 23.3 • Support for biometric authentication

CE 23.4 • Support for the Business Attachment Widget, which displays a list of business attachments linked to an individual business object.
• Ability to add folders inside Business Workspaces is now supported.
• Ability to view an AppWorks workflow overview including all related tasks and each task detail.
CE 24.2 • Users can create Business Workspaces from the Extended ECM Mobile app.

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Business Workspaces (1/3)
Digital Twin to a Real-world Entity

A Business Workspace is a digital twin to an object such as a customer, an employee, or an order.

Release Business Workspaces Migration to Business Workspaces Others

16.2.8 • Discussion Widget

16.2.9 • Discussion Widget: Gallery view for images

16.2.10 • Add and remove business relationships in Smart View
• View permissions in Smart View
• Discussion Widget enhancements
16.2.11 • Object Importer now supports Business Workspaces
CE 20.2 • Create Document from Template dialogue • Tool for migrating CS projects
• Transport Smart View Workspace perspectives
CE 20.3 • Recently accessed section in Document from Templates dialogue • Tool for migrating CS folders • Flexible templating mechanism for creating objects from Template

CE 20.4 • Configure Workspace Templates to automatically share content within Workspace instances using
Core Share
• Share collections with Business Workspaces
• Recently accessed Widget supporting Business Workspaces
• Business Workspaces in high contrast
CE 21.1 • Cross-application business workspaces can be linked to three or more business applications • Folder Templates allow fast and repeatable creation of folder
structures.
CE 21.2 • Navigate quickly upwards several levels with navigate up option or use a navigation tree to
navigate insight a business workspace
CE 21.3 • Notification Center provides valuable Insights • Tool for migrating Community Objects & Sub
• Multivalued Set Attributes in Core Share mappings Items
CE 21.4 • Create Business Workspaces from any place in Smart View • Migrate Communities and Contract Files to
• New navigation concept in integration scenarios when using full workspace perspective Business Workspaces
• Apply same custom-own theme to Smart View Web UI and integration scenarios

CE 22.1 • Create workspace without having permission to all categories

• Define name of cross-application workspace with prioritized attributes

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Business Workspaces (2/3)
Digital Twin to a Real-world Entity

A Business Workspace is a digital twin to an object such as a customer, an employee, or an order.

Release Business Workspaces Migration to Business Workspaces Others

CE 22.2 • View single related workspace in Metadata tile of a business workspace
• Quickly find desired workspace template in the side panel to create workspaces
• Completeness check shows outdated documents
• New document upload widget
• View icons when selecting Business Workspace Templates in side panel
• Support Business Workspace name generation with square brackets in attribute values
CE 22.3 • Resizable side panel for Workspace creation
• Fast bulk method supports sub-location path
• Workspace Type specific icons are used in all widgets, lists, and search results
CE 22.4 • Navigation Tree and the Navigate Up button to browse through content • Binders and Cases object types are discontinued
• Support synchronizing share options for both Core Share and Microsoft Teams
CE 23.1 • New visual design of a Business Workspace shows more information • Improved handling for reference attribute in Classic UI
• Generate workspace name based on user information
• Share options with Microsoft Teams can be transported
CE 23.2 • Disable merge permission flag for newly created workspace templates • Improved handling for reference attribute in Smart View

CE 23.3 • Use business application info in sub location path • Revised Smart View User Guide

CE 23.4 • Users can create on-demand nested Business Workspaces when a hierarchical template structure
has been configured by the business administrator.
• Reference attribute is a required field when switching to only required fields in the workspace
creation dialog box or in the Business Workspace properties dialog box.
CE 24.1 • Vertically aligned metadata fields in metadata tile
• Audit interests have been introduced to track when roles are added, changed, set as team lead, or
deleted in a Business Workspace

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Business Workspaces (3/3)
Digital Twin to a Real-world Entity

A Business Workspace is a digital twin to an object such as a customer, an employee, or an order.

Release Business Workspaces Smart Document Types and File upload Others
CE 24.1 • Smart Document Types automate document centric processes. A Smart
View experience lets users compose a Smart Bot from a selection of
bots and with an easy-to-use to tool to create conditions.
• Multiple Smart Document Types can be configured for the same folder.
• The File Upload widget can be configured to be aware of the selected
folder in the workspace: the number of available document types and
the number of missing/outdated documents reacts to that folder
• The upload of multiple documents is faster now: Copy document type
and metadata from one document to all others.
CE 24.2 • Users can open the View Team side panel to see a list of all roles and • Smart Document Types take effect when users upload documents into a
participants in the Smart View Web UI. business workspace via Drag & Drop or by using the Add Item menu.
• Users can import the team participants from an existing business workspace into a
new business workspace when working in the Smart View Web UI.
• Users can filter and sort business workspaces in the Enterprise or other folders by
workspace type or workspace template.

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Business Process Library (1/1)
Use turnkey LoB application rather than configuring from scratch
Business Scenarios are ready-to-use solutions for various fields of application. They are pre-deployed on OpenText Cloud offerings, fully supported
and part of the upgrade cycle. Business Scenarios can be used stand-alone or as an integration into business applications.

Release Functionality
CE 21.4 • Teamspaces: Generic multi-purpose solutions
• Project: Support Project Management with business workspaces for Projects and Project Phases
• Agreements: Manage important documents with relationships between Business Partner, Master Contract and Contract.
• Enterprise Asset Management for SAP: Support Maintenance of the Technical Object File, the Preventive Maintenance process and the Corrective Maintenance process.

CE 22.1 • Agreements: Approval and Review Workflow; workflow to Core Signature; workflow to create a contract from the master contract’s business workspace.

CE 22.2 • Enterprise Asset Management for SAP: Added additional functionality like document completeness check, more information of related workspaces and manuals and the teams widget.

CE 22.3 • Use a Workflow to create a Contract from the Master Contract Business Workspace in Agreements Business Scenario

CE 22.4 • Real Estate Management Business Scenario: Manage properties, buildings, and rental objects as Business Workspaces; works standalone as well as seamlessly with SAP S/4HANA
• Transport files for Business Scenarios are available in System Center
CE 23.1 • In the Real Estate Management Business Scenario, a click on the photo widget opens the photos folder.

CE 23.2 • Business partner workspace now with Google map

• Simplified setup of Business Scenario for Enterprise Asset Management
CE 23.4 • A new Business Scenario User Guide summarizes information about all available Extended ECM Business Scenarios including how to use and configure them.
• Procurement Business Scenario: manages content related to your procurement process in Business Workspaces as standalone scenarios or driven by processes in SAP S/4HANA
• Business admins can configure Business Scenarios to suit their individual needs, which can accelerate the project and proof of concepts and enable them to learn more about new capabilities.
• For every Business Scenario, a background image is now included to create a visual shortcut tile to the department page.
CE 24.1 • Roles of purchase order and purchase contract workspace are filled with workflow participants in the Procurement Business Scenario
• Share content via OpenText Core Share for business partners in Real Estate Business Scenario
• End-to-end process for contracts in the Real Estate Business Scenario
CE 24.2 • The workflows to approve and digitally sign a real estate contract are streamlined into one workflow.

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Extended ECM and Microsoft 365 – Productivity (1/2)
Fuse content, collaboration and processes to amplify productivity
Enables users to create and edit content in Microsoft Office 365 applications, such as Word, PowerPoint, Excel and Outlook, synchronizing metadata
and managing the content lifecycle in Extended ECM.

Release Enterprise Connect (Microsoft Outlook / Office and Windows Explorer, Office Online)
16.2.8 • Launch Enterprise Connect View from Content Server in both the Classic and Smart View user interface
• Launch and create new files from Microsoft Office templates stored in Content Server
• Activate the new busy indicator when editing and downloading large files from Content Server.
• Easily print for the widest range of modern browsers including Edge, Firefox and Chrome
• Web Edit and co-author Microsoft Office documents directly from Extended ECM or CSP using the Microsoft Office Online Service

16.2.10 • Filter on different file types to save new documents of documents as different mime types

16.2.11 • Changed Office Editor main dialog to My Working Documents List to better reflect its true functionality
• Web Edit and co-author Microsoft Office documents directly from Extended ECM or CSP using the on-prem Microsoft Office Online Server

CE 20.2 • When composing a new email using Outlook provide a drop down to attach documents from the Content Server recent items list
• Directly from the Smart UI send a document to your working documents list without editing it
• Support for Content Server renamed favorites

CE 20.4 • Multiselect documents and launch the Edit or Open.

CE 21.3 • Display folders as well in Recent Item list

CE 21.4 • Enable/disable Office Editor file caching based on security clearances

• Allow editing/opening files for users with dynamic security clearances
CE 22.1 • Support for Windows 11 in Enterprise Connect and Office Editor
• Appworks workflow platform is integrated with Enterprise Connect
• Support for Office 2021
• Support for Adobe Acrobat 2021

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Extended ECM and Microsoft 365 – Productivity (2/2)
Fuse content, collaboration and processes to amplify productivity
Enables users to create and edit content in Microsoft Office 365 applications, such as Word, PowerPoint, Excel and Outlook, synchronizing metadata
and managing the content lifecycle in Extended ECM.

Release Enterprise Connect (Microsoft Outlook / Office and Windows Explorer)

CE 22.2 • Ability to Edit/Open files using Office Online in Enterprise Connect.
CE 22.3 • Sunset HCL Lotus notes integration with Enterprise Connect
• Support Printing versions from Versions function menu in Classic UI
CE 22.4 • Added ability to customize captions of Enterprise Connect Open and Save As dialogs
• Respect file size limit when adding documents to Enterprise Connect
• Update Enterprise Connect and Office Editor to use Webview2 Browser Technology instead of Internet Explorer
• Update Edit and Open office editor to launch inline in Smart View without the Classic view pop up tab
• Support for Adobe Acrobat Protected Mode/Security settings for 32/64 bit

CE 23.1 • Support Office Editor in embedded Extended ECM when SAP GUI is configured to use Edge browser controls
• Allow administrators to hide the Preview button in Enterprise Connect
• Disable Cancel button in Enterprise Connect progress dialog box when only one item or the last item in a set is being processed
• Support Windows Server 2022 with Enterprise Connect
• Recent Business Workspaces node in Enterprise Connect including its integrations with Microsoft Applications such as Outlook.

CE 23.2 • Continued investment to support Office Editor in embedded Extended ECM when SAP GUI is configured to use Edge browser controls.
• Copy Link button in MY Working Document List to enable users to copy smart view location links to documents in the Office Editor cache.
• Ability to edit documents shortcuts using Office Editor from Enterprise Connect.

CE 23.3 • Support Turkish language in Enterprise Connect

CE 23.4 • Support ability to work as another user (Proxy user) in Enterprise Connect and Office Editor
• Ability to notify users via notification center/email when a reserved document becomes unreserved for editing from My Working Document List
• Allow users to open documents for editing if permissions allow, by clicking the document name in Smart view / classic View.
• Provide Global help server support for Enterprise Connect and Office Editor clients.

CE 24.1 • Update Insert Link / Copy Link format in Enterprise Connect and Office Editor to match that of Smart View.
• Create a setting to automatically select the "Reserve Briefcase" checkbox in Enterprise Connect
CE 24.2 • Outlook Add-In: Added a new toggle to enable switching between Business Workspace and Folders view along with support for filling emails into folders.

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Extended ECM and Microsoft 365 – Collaboration (1/1)
Microsoft Teams lifecycle management

Synchronizes content across OpenText, Microsoft and process applications during an active project.

Release Integration with Microsoft Teams

CE 22.2
CE 22.3 • Obey Security Clearance and Supplemental Markings in Teams Integration
• Support Mark Official and On Hold functionality on shared documents with Teams
• Synchronize deletion of versions of shared documents with teams
CE 22.4 • Support moving shared items to other share/non-shared locations in Extended ECM/Core Share
CE 23.1 • Microsoft Teams polling approach deprecated in favor or the new Bidirectional Sync
• Leverage the Universal Proxy Framework for the MS Office integration
• Support for synchronization of content between Extended ECM and Microsoft Teams private and shared channels
CE 23.2 • Custom icons in Microsoft Teams shared channels
• Support for Document Template Synchronization and associated Microsoft Teams shared with Extended ECM
CE 23.3 • Support sharing of Web Addresses from Content Server to Microsoft Teams channel
CE 23.4 • Notify users when a sharing error occurs using Notification Center.
• Enterprise Connect supports the Extended ECM user proxy feature. Using Enterprise Connect, users can work with content on behalf of another user based on permissions assigned in Extended ECM
• Added the ability to notify users by Notification Center or email when a reserved document becomes unreserved for editing from My Working Documents List.
• Allow users to open documents for editing, if permissions allow, by clicking the document's name in Smart View or Classic View.
• Improved single sign-on (SSO) authentication when the Outlook Web Add-in connects to Extended ECM.
• The Business Workspace Outlook Add-in File manifest has been updated to support OAUTH 2.0 for single sign-on.
• The Business Workspace Team tab will be removed when the connection between the Business Workspace and the Team is also removed.
• Can send an Extended ECM document to SharePoint or OneDrive when using Smart View.
CE 24.1 • Administrators can choose a Microsoft Teams Template when using the Extended ECM Microsoft Team job scheduler to automatically create Teams for Business Workspaces.
• End users can choose a Teams Template when simultaneously creating a Team and Business Workspace when using the Teams app.
• When adding a Business Workspace tab to an existing Team using the Extended ECM Teams app, a connection and syncing of shared content between the Microsoft Team and the connected Business Workspace is
established.
• Administrators can manage their own SSL certificates used when connecting to SharePoint for archiving content into Extended ECM.
• Protected PDF documents with digital signatures will continue to be processed by Information Protection Administration but encryption or sensitive labels will not be removed.
CE 24.2 • Folders in a business workspace can be mapped to public, shared or private Microsoft Teams channels.
• Notification Center can be configured to send messages to Microsoft Teams, alerting users directly to changes in Extended ECM
• Business Administrators can configure the name and description of the Teams App before deploying into Microsoft Teams.

OpenText ©2023 All rights reserved

Intelligent Viewing (1/2)
Easily view and annotate your documents
Starting with CE 20.4 viewing services are an integral functionality of Content Suite / Extended ECM. Since CE 24.1, Premium features (Intelligent
Viewing) are now included with all X Plans.
Release Intelligent Viewing Administration
CE 20.3 • Introduction of OpenText Viewing Service as complimentary offering supporting the ability to view, and search popular document • Introduced Viewing Administration section
and image formats • Viewing and Administration section includes; Viewer General Settings page, Pre-publish
• Docker container deployment of release Behavior page, Service Communication page, Viewing Artifact Cache, Licensing Page
CE 20.4 • Additional of print feature to the OpenText Viewing Service experience
• Introduction of on-premise support of Windows services install with traditional installer
CE 21.1 • Introduction of on-premise support of Linux services install with traditional RPM installer
• Added In-Place Viewing feature
• Added Accessible WCAG compliant Viewer experience

CE 21.2 • Added a help button within the default and accessible viewer interfaces that links to the Global Help System
CE 21.3 • Added support for viewing document versions
CE 21.4 • N/A (no new complimentary features added)
CE 22.1 • Added basic annotation application capabilities to the complimentary viewing experience

CE 22.2 • Added legacy annotation conversion so that users that have Brava! & Blazon markups can automatically convert them to be • Added master switch to enable/disable legacy annotation conversion
used with Intelligent Viewing
• Introduced Annotation Tags so that users can restrict access to annotations they create to Private (only creator can see, Public
(all can see), or Group (only members of the assigned group can see).
• Improved the Annotation Details dialog to a smart modal design that allows the application of Annotation Tags
CE 22.3 • Annotation Tags can be used as a criteria to filter what annotations are shown on a document through the viewer.

CE 22.4 • In-Place Viewing panel is now accessible from the Extended ECM Search Results and Document Property pages
• Added the ability for drag-and-drop placement and resizing of the Annotation Details Dialog
• Added support for automatic token value replacement within text-based annotations once they are placed on a document

CE 23.1 • An indicator will be displayed on the Workspace to alert users that an annotation exists on a document.
• Annotation content can now be found when using Extended ECM Search.

CE 23.2 • N/A (no new complimentary features added)

OpenText ©2023 All rights reserved

Intelligent Viewing (2/2)
Easily view and annotate your documents
Starting with CE 20.4 viewing services are an integral functionality of Content Suite / Extended ECM. Since CE 24.1, Premium features (Intelligent
Viewing) are now included with all X Plans.

Release Intelligent Viewing Administration

CE 23.3 • N/A (no new complimentary features added)

CE 23.4 • Content using Azure Information Protection opens in a “View-only” mode with users being unable to annotate, publish, print, or
download from within the viewer. Secured content is not eligible for processing with transformation features.
• Ability to annotate, publish, and transform OpenOffice ODT, ODS, and ODP file formats

CE 24.1 • All Extended ECM X-Plans (X1, X2, and X3) now include all premium viewing features and unlimited transformations.
• The General document properties section provides information about the document caching status (Cached, Not Cached,
Pending, and Failed).
• Audit events are generated when users save annotations, publish or transform content, and when a legacy annotation is
converted to the new format.
• The Document cache can be cleared automatically based on the age of the cache entry or on demand by selecting a desired
date range, a specific document or folder, or opting to clear the entire cache.
• Two supported document types can be selected from an Extended ECM Search Results page and launched into a compare
viewing session.
CE 24.2 • Share structured (deep) links to direct attention to specific pages or bookmarks of a document. • Administrators can globally set a read-only experience that omits annotation and publishing
• Intelligent Viewing is now supported in multi-tenant OTDS configurations. controls for those who open a deep link to content.
• When using the transformation step in a workflow, the WorkflowTitle variable is now a valid target. • Administrators can now revoke and reassign licenses associated to Intelligent Viewing
Premium users from the same administration page they were initially assigned.
• From within the transformation admin page, administrators can configure a maximum
number files to be used when performing a bulk conversion operation (default of 50, set to
0 for unlimited).

OpenText ©2023 All rights reserved

Workflow and Automation (1/3)
Assign work, get approval, track and monitor outstanding assignments,
automate processes and reporting.
Workflows allow to realize document-centric business processes. Workflows are supported in Smart View, Mobile, and Classic View. WebReports
automate processes and reporting in Classic and Smart.
Release Smart View Mobile General Functionality
16.2.6 • New widget for administrators to track workflows • Starting with 16.2.5: Support for Workflow Web Forms and Attribute editing
• Supports copying of Smart View forms, changing the order of form • Only Workflow steps enabled for Smart View and Web Forms are shown as
sections, and the order form fields assignments
• Only the regular Send On action or up to two dispositions are supported.
Forward and Send for Review actions are not supported.
16.2.7 • Support of required authentication (user credentials) • Initiate a workflow
• Initiate workflow on Business Workspace
• Automatically open next workflow
16.2.8 • Improved usability of tracking and monitoring widgets • Support of Table Key Lookup (TKL) attributes
• Improved performance of tracking and monitoring widgets
• Forms can now include instructional text for users
• Add new version to workflow attachment
• At start rename workflow or specify workflow due date
16.2.9 • Workflow initiators and owners can stop and delete workflows
• Copy or move workflow attachments to other location in Content Server
• Edit workflow maps from within Smart View
16.2.10 • Start workflow from Business Workspace header, in search results, and • New workflow step to create a Business Workspace
expanded mode of recently accessed widget • New workflow step for DocuSign integration
• Initiate workflow on compound document
• Workflow tracking widget shows workflows specific to a single object
16.2.11 • Set workflow proxy in My Profile • Business Administrators can have access to workflow administration
CE 20.2 • Possibility to skip workflow start step in Smart View • Pre-fill forms with attribute values of an object
CE 20.3 • Improved usability of workflow attachment pane • Support of required authentication (user credentials) • Workflow SDK allows to add custom actions in the workflow
• Comments added to a workflow appear in the activity feed of sub-workflows attachment pane
• Improved usability of workflow tracking widget: group assignments are now
clearly indicated as ‘Multiple Users’
CE 20.4 • Smart View is the new default when creating new workflow maps • Workflow activity feed • New Report Pack for WebReports
• Transport of a workflow map includes classifications and categories
applied to it

OpenText ©2023 All rights reserved

Workflow and Automation (1/3)
Assign work, get approval, track and monitor outstanding assignments,
automate processes and reporting.
Workflows allow to realize document-centric business processes. Workflows are supported in Smart View, Mobile, and Classic View. WebReports
automate processes and reporting in Classic and Smart.
Release Smart View Mobile General Functionality
CE 21.1 • Initiation of workflows on specific document formats
• Extended search capabilities in “My Assignment” widget
CE 21.3 • Smart View with Attachment Preview • Enhancements for document processing via workflow attachments: evaluation
• Notification Center and Insights and item handler step can route documents differently, depending on the
decision being made by the user
CE 21.4 • Notification Center and Insights Performance Improvements. • Further enhancements to the document centric workflows introduced in 21.3
CE 22.1 • Enhanced Notification Center with new message status overlays
• New Notification Center settings panel
• Notifications can be enabled for all participants of a business workspace

CE 22.2 • Notification Center now allows Email Delivery of messages. • Retaining workflow category metadata while transporting workflows
• Allowing the workflow proxy to be showcased on Smart View alongside eGovt
Proxy. Prior to 22.2 only one of the Proxies could be showcased
• XML Workflow Extensions is available via Andromeda
CE 22.4 • Notification Center now has Email Digest emails wrapping up missed notifications • Content Server Applications – The Applications Management page is
daily, or weekly. redesigned to simplify working with applications. You can select the action that
you want to perform on the Content Server application from a drop-down
menu: build, cleanup, delete, download, install, rebuild, upgrade, uninstall and
view.
CE 23.1 • WebReport Reportviews are sorted by type with drop-down menus for each type
to make it easier to select a Reportview.
• WebReports FTP Source and Output destinations are disabled by default.
• WebReport REMINDERACTION tag provides the ability to add, update, and
delete reminders.
CE23.4 • Click-through data functionality is available for the Visual Count full page widget.
• The HTML WebReport widget can be expanded to display the same content as in
the widget, or a second WebReport can be configured to display in the HTML
WebReport when expanded.

OpenText ©2023 All rights reserved

Workflow and Automation (1/3)
Assign work, get approval, track and monitor outstanding assignments,
automate processes and reporting.
Workflows allow to realize document-centric business processes. Workflows are supported in Smart View, Mobile, and Classic View. WebReports
automate processes and reporting in Classic and Smart.

Release Smart View Mobile General Functionality

CE 24.1 • The total count for Visual Count widgets can be hidden using the new setting, • The WebReports system user will replace the Admin user for scenarios
Show Total Count. where WebReports are run as the Admin user.
• The WebReport sub-tag RENDITIONACTION can be used to perform actions
against a Rendition of a version of a node including delete, update MIME type,
and update storage provider.
CE 24.2 • New Smart View widget, "My Assignments V2," groups end user tasks into a “My • The following WebReport tags, for working with multiple multilingual names,
Workflows” section for Workflow tasks, and a “My Reminders” section for can be used when renaming is triggered:
Reminders tasks. • NODEACTION:RENAME:<new name>:ALL – to rename node in
• Workflow administrators can add custom workflow end-user assignments and all installed metadata languages
selected workflow map attributes to the My Assignments V2 widget. • LL_REPTAG_TRIGGEROLDNAMESASSOC / – to return assoc
key value pairs, providing each of the node's associated former
names and language codes after a rename action is performed
• LL_REPTAG_TRIGGERNEWNAMESASSOC / – to return assoc
key value pairs, providing each of the node's associated current
names and language codes after a rename action is performed
• AUDITINFO sub-tag – has been enhanced to return data for
users

OpenText ©2023 All rights reserved

Bots and Automation (1/1)
Automate background tasks

Bots for automating recurring tasks like creating a business workspace, generating a document, or updating metadata and more.

Release Functionality
CE 20.4 • New event: CS internal upload document
• New action to automatically start a workflow

CE 21.1 • New action to automatically add a reminder

CE 21.2 • New action to automatically start a WebReport

CE 21.3 • New event: Update Workspace Metadata

CE 21.4 • New action: Start Workflow

CE 22.4 • Event Action Center is now called Event Bots.

CE 23.1 • Event Bots can react on the new internal event "Workspace created"
• New Event Bot to generate documents with PowerDocs
• The Configuration widget of a perspective now contains a shortcut to the Event Bots pages
CE 24.2 • A new scheduled bots framework provides flexibility and scalability for regular maintenance and sync tasks.

OpenText ©2023 All rights reserved

Information Governance & Protection (1/7)
Govern and manage content throughout its lifecycle

Provide a structured, automated and transparent way to manage the critical enterprise information lifecycle, from creation to disposition.
Release General Functionality Persona Additional Information
16.2- • Search pattern matching • Legal • Configured for phone numbers, credit cards and social insurance numbers for eDiscovery and privacy applications
16.2.7 • Apply Holds and Assign Cross Reference in Smart View • Records • Minimize need to use Classic View
• Request and Borrow physical items and perspective tiles in Smart View • Records • Optimized interface for users to manage their Borrowed and Requested items
• Security Clearance and Records Management perspective tiles in Smart View • Records • Visualize and navigate content according to records and security metadata in chart widgets
• Concurrent metadata change notification • User • Changes to records metadata in Smart View are now protected to ensure an awareness of editing conflicts for users
16.2.8 • Permissions Explorer in Smart View • User • An optimized view to display and edit permissions with many filters to refine for objects of interest
• Perform Disposition Review in Smart View • Records • Approve, reject and add comments, Finish remove in Smart View
16.2.9 • Perform Disposition Actions in Smart View • Records • Minimize need to use Classic View
• Hold Audit records before and after values when the hold is renamed • Records • Enhanced auditing for better understanding of what holds were applied to which content
• Content Sharing Auditing • Records • Audit entries in Content Server whenever shared documents are downloaded or viewed in OpenText Core.
16.2.10 • Configure Core Share according to Records and Security Clearance on • Security Clearance Level and Supplemental markings can determine if content can be shared.
• Records
content • Content in Core Share is locked when a shared document in Content Server is converted into an official record
• Move, Collect, Apply accession functions from disposition review as well as new filtering. Users can perform what they need to do from the
• Smart View Disposition Review new actions • Records
disposition review interface
• Multi-action support for RM actions in Smart View browse • Records • Apply Hold, Remove Hold, Apply Classification, Remove Classification added as multi-select actions in Smart View.
• Prevent marking official or finalizing items in a reserved state • Records • Allows content to be checked in prior to finalization
• RM metadata auto-populated with email metadata • Records • Emails classified after creation will have the metadata populated for records purposes (previously only done on create)
• New REST APIs • Admin • Return detailed information on Holds and RSIs and lists of Holds and RSIs
• Unreserving upon user deletion • Admin • Unlocks files for other users to edit
• Email Normalization • Legal • Represent email addresses in a normalized form for use in a query using the pattern operator
CE 20.2 • Security by Default enhancements • Admin • About page requires login defaulted to enabled.
• Classifications Workspace in Smart View • Records • Standard Classification Trees and standard Classifications can be created and updated from the Smart View
• Multiple RM Classifications in Smart View • Records • Apply, remove and designate primary and ability to apply to sub-items now available in Smart View
• Disposition search can select any container • Records • Containers such as Business Workspaces can now be selected for disposition searching
• Ability to make comments mandatory on disposition review rejection • Records • Requiring a reason for rejection means less time following up separately
CE 20.3 • RM Classifications and RM Folders can be created in the Smart View • Records • Minimize need to use Classic View
• Return Hold details by name of the hold. Create RSI and Schedules. Return table maintenance codes. Features used by Core for Federated
• Records Management REST APIs • Admin
Compliance to integrate to Content Suite systems.

OpenText ©2023 All rights reserved

Information Governance & Protection (2/7)
Govern and manage content throughout its lifecycle

Provide a structured, automated and transparent way to manage the critical enterprise information lifecycle, from creation to disposition.
Release General Functionality Persona Additional Information
CE 20.4 • System Monitoring • Admin • A better running system means a healthier environment for information
• Intelligent Classification admin settings moved from ini • Admin • Better system configuration
• Security Administration by default • Admin • helps administrators decide which configuration options they should choose to meet the needs of business users
• Digital Signatures with OpenText Core Signature on OT2 using OT Workflow • Legal • Embedded signatures to workflow reduces steps and increases authenticity of process
• Records Center Solution Accelerator • Records • Summary view of your managed objects, dispostions, physical objects, transfers, storage management and more
• A physical object's Facility/Area/Locator and Transfer ID metadata now displays in the Smart View. • A Transfer ID and Locator can now
• Physical Objects Smart View Improvements • Records be assigned to physical objects in the Smart View.
• Users can now search by Facility, Area and Locator to filter for available locator space when performing the assign locator action
CE 21.1 • Dynamic Security Clearance • Admin • Determine users Current Security Clearance Level by parameters on login
• Show Security Clearance and Supplemental Markings on user’s profile in • User
• New setting to display Security Clearance and Supplemental Markings to users to view on their own profile
Classic and Smart views
• Physical items, such as physical folders and CDs, can now be created within Physical Boxes in Smart View. From within the box, click the
• Physical Objects – Create Box Content, Assign/Remove Physical Items to Box • Records
Add Menu and select the physical item type to add. Or optionally, assign/remove physical items already created to a box.
• Transporting Classifications • Admin • Within the Classifications workspace, one or more Classifications can be added to the Transport Warehouse for transport.
CE 21.2 • Allow Security Clearance Level on objects dictate the AIP Sensitivity Label when content is downloaded, and allow Sensitivity Label to
• Security Clearance and Information Protection Administration • Legal
determine Security Clearance Level when content is ingested.
• Cross Reference hyperlink Icon • User • The Cross-reference icon provides a visual indicator so users can quickly see and navigate to cross-referenced items.
• A sample set of table maintenance codes, Classifications, Record Series Identifiers (Retention Schedules) and a Disposition Search to import
• Solution Accelerator – Records Management Quick Start • Records
and transport for a quick sample setup of OpenText Records Management.
CE 21.3 • Ensure records maintain classification • Records • New system setting to not remove RM Classification upon copy / move
• Improved holds management • Permissions can now be applied to Hold groups and Holds have a move action to move Holds into Hold groups
• Legal
• Indirect Holds on an item’s hyperlink to the indirect hold’s parent for quick navigation
• Physical Object Labels available in the Smart View • User • Physical Object Labels can be generated for one or more physical objects, displayed, removed, reviewed and printed in the Smart View
CE 21.4 • Classifications Smart View Tile • Records • The new Classifications tile can be added to a Perspective to quickly access the Classifications workspace in the Smart View.
• Physical Objects in Smart View • Records • Create multiple physical items in the Smart View with one add action.
• The new Holds Management tile can be added to a Perspective to view Hold Groups and Holds in the Smart View. Hold properties can be
• Holds Management Smart View Tile • Legal
edited and the Hold can be suspended and reactivated from the expanded tile.

OpenText ©2023 All rights reserved

Information Governance & Protection (3/7)
Govern and manage content throughout its lifecycle

Provide a structured, automated and transparent way to manage the critical enterprise information lifecycle, from creation to disposition.
Release General Functionality Persona Additional Information
CE 22.1 • Holds Management • Legal • With adequate permissions, the following hold-related actions can be performed from the Hold Management workspace in the Smart View:
Create and delete Hold Groups and Holds, Modify hold fields, Suspend and reactivate holds, Move holds in and out of Hold Groups, View
hold items from the hold’s action menu.
• In the Classic and Smart view, a user will require modify permissions on Hold Management / Maintenance and modify permissions on the
Hold groups to move holds in and out of groups.
• Default Cross-Reference setting • Users • To improve efficiency, during the copy function, a default cross-reference code can now be set similar to the default codes for Record
Versions and Email cross-reference. To prevent long lists of cross-reference codes, a second new setting specifies the maximum number of
cross-reference codes to display for an item.
• Physical Objects • Records, • The Return By Date on the properties of a borrowed physical item can now be edited in the Smart and Classic View with adequate
User permissions.
CE 22.2 • Permissions on managed objects • Records • The Records Management Status can trigger permission downgrades for users and groups on the access list for the managed object by
editing the Status code in RM Table Maintenance.
• Records Management, Physical Objects and Security Clearance Reports • Records • The Reports were upgraded to accommodate for the new content manager role, remove unnecessary license checks and improve legends
upgraded to CE 22.2 and filtering. The Reports can be installed or upgraded on the Application Management page for Content Server Applications.
• Records Management and Restructure • Records • Records Management Status Codes can restrict restructuring of managed objects with the related RM Status code applied by setting this on
the Restructure Configuration Settings page. Inheritance of Records Management metadata during Restructure can be configured on the
Metadata Inheritance tab in Records Management System Settings. Note: Restructure is an experimental feature in CE 22.2, to be added as
a new action in 22.4.
• Physical Objects Quick Start Solution Accelerator • Records • The Physical Objects Solution Accelerator provides a Physical Objects Records Center Perspective and a sample set of physical object types
to import and transport to quick start working with OpenText Physical Objects.
• Physical Object Locators • Records • Multiple locators can now be selected and deleted using the multi-select action.
CE 22.3 • Holds Management in Smart View • Legal • Apply user-based holds in the Smart View. Holds can be moved in and out of hold groups; holds will inherit permissions of the hold group.
• Mark Official, Remove Official and Finalize Records • Users • Permissions to Mark Official, Remove Official and Finalize Records can be changed to only requiring See/See Contents.
• Integration with MS Teams • Records • Support for obeying Security Clearance and Supplemental Markings, Mark Official and Hold status for shared documents in MS Teams
• Box Offsite Storage ID inheritance • Records • When the new ‘Inherit Offset Storage ID’ is enabled, the Box's Offsite Storage ID can now be inherited when performing the 'Assign Box'
action and when creating box content.
• Physical Objects and WebReports • Records, • Two new WebReports tags have been added: POACTION:REMOVELOCATOR to remove Locator from a physical item and
User POACTION:ASSIGNBOX to assign physical items to a box.
• Records Management, Physical Object and Security Clearance Reports • Records, • New reports to accommodate Content Server Application support and properties files now being stored in the Support Asset folder.
Legal

OpenText ©2023 All rights reserved

Information Governance & Protection (4/7)
Govern and manage content throughout its lifecycle

Provide a structured, automated and transparent way to manage the critical enterprise information lifecycle, from creation to disposition.
Release General Functionality Persona Additional Information
CE 22.4 • Support Email Subtype with Microsoft Information Protection • When user add Email to CS. If the Email's mime type need to be processed by the Information Protection Administration module.

• Controlled Viewing and Printing is included in X1 and part of the standard

installation
• Email Subtype with Azure Information Protection • User • Content Server supports Information Protection processing on email. Users can add encrypted emails to Content Server which will be stored
as neutral upon ingestion.
• Standard Classification • User • Standard Classification changes can be applied to sub-items from Smart View Properties page for containers.

• Vital Records Review • Records • New settings have been added to set the maximum number of items to include in a vital records review email and to set review notifications
for items after a specific date.

• Legal holds • Legal • Legal holds can be removed from deleted users.

• Finalize Record WebReport Trigger • Developer • Finalize Record WebReport triggers a WebReport when the Finalize Record occurs.

• New WebReport Tags for Records Management and Physical Objects • Developer • A new tag [LL_REPTAG_TRIGGERSNAPSHOTDATE /] has been added to WebReports to use with the new WebReport Trigger. The
WebReport Trigger tab on a disposition search will include: Trigger Event = Disposition Search Completed
• Physical Objects WebReport POACTION:CIRCULATE:BORROW tag supports assigning an external user as the borrower of a Physical
Object. Visit the WebReport Tag Guide for more information.

• New 22.4 Physical Object Reports • Records • New 22.4 Physical Object Reports are available to include accessibility improvements to the Transfers and Circulation Reports.

• Security Clearance permission levels • Records/ • Security Clearance: The permission levels required to modify Security Clearance Levels and/or Supplemental Markings is configurable using
Admin the new Permissions setting on the Configure System for Security Clearance Levels and/or Supplemental Markings page.

CE 23.1 • The Records Series Identifier (RSI) retention schedule in Smart • Records • The Records Series Identifier (RSI) retention schedule widget can be added to a landing page and expanded to view a list of RSIs.
• Records management and physical object codes in Smart • Records management and physical object table maintenance codes can be created in Smart View from their various fields

CE 23.2 • Records Management and Security Clearance Reports • Records • Records Management and Security Clearance Reports have been upgraded to improve filtering for Security Clearance charts and report
layout for Classifications.
• RSI Retention Schedule in Smart View • Records • Create, edit, and delete Records Series Identifier (RSI) retention schedule stages in Smart View. When Approve RSI Schedules is enabled,
Approvals and Approval History is available in Smart View.

OpenText ©2023 All rights reserved

Information Governance & Protection (5/7)
Govern and manage content throughout its lifecycle

Provide a structured, automated and transparent way to manage the critical enterprise information lifecycle, from creation to disposition.
Release General Functionality Persona
CE 23.2 • Records Management table maintenance codes in Smart View • Records • The following Records Management table maintenance codes can be created in Smart View from their various fields:
Cont’d. • RM Status code from the RM Classifications Add\Properties page
• RM Essential code from the RM Classifications Add\Properties page
• RM Storage Medium code from the RM Classifications Add\Properties page
• RM Cross-Reference Type code from the managed item’s assigned Cross-Reference page
• Physical Objects table maintenance codes in Smart View can • Records • Physical Objects table maintenance codes in Smart View can be created from the multi-select Update Physical Objects Physical item
metadata page including Home Location, Current Location, Locator Type, and Reference Rate codes.
• Physical Objects and Security Clearance REST APIs • Developer • Import Security Clearance administration codes via REST API.
• Import Records Management administration codes, Settings and Records Series Identifiers (RSI) via REST APIs.
• Import Physical Object settings, administration codes and locators via REST APIs.
CE 23.3 • Controlled Viewing and Printing is fully cloud-ready • User • Business Administrators can configure Controlled Viewing and Printing. They have access to admin pages and the Rules volume.

CE 23.4 • Records Management dispositions • Records • Create, modify and delete disposition searches in the Smart View: configure the search criteria, scheduling, notification, review process and settings. The
• When the following actions are performed by a user, other users will Disposition widget displays Disposition and Accession searches in a landing page tile.
automatically see the related icons added or removed depending on the
action:
• Apply/Remove RM Classifications
• Apply/Remove Holds
• Finalize/Add/Remove Mark Official
• Add/Remove Cross-references
• Adding and removing standard Classifications from items can be
controlled using Records Management Functional Access by adding
Managed Object - Classification – Apply and Managed Object –
Classification – Remove to the applied Functions list for a group.
• The Managed Objects page settings and RM Status - Downgrade
Permissions/Additional Access List are exportable and importable using
LLConfig.
• The REST API POST /api/v1/physicalobjects/importLabels is available to
at OpenText Developer APIs

OpenText ©2023 All rights reserved

Information Governance & Protection (6/7)
Govern and manage content throughout its lifecycle

Provide a structured, automated and transparent way to manage the critical enterprise information lifecycle, from creation to disposition.
Release General Functionality Persona Additional Information
CE 23.4 • Business administrators can now change the ownership of controlled • Admins
Con’t copies for single documents and for multiple documents.
• Printing Rules and Viewing Rules of Controlled Viewing and Printing can • Users
now be sorted into subfolders for better organization
• When in Proxy mode, the proxy user can access content of the Assignee
user if the content has Security Clearance levels equal to or lower than the
proxy user or has the same Supplemental Markings as the proxy user.
CE 24.1 • High-volume Records Management Disposition Search is available as an • User
experimental feature. When enabled, Start Search (Experimental) will be
added to the Disposition Search function menu, initiating a multi-threaded
disposition search that uses distributed agent and is scalable for large
volumes of data.
• The Disposition Assignments Smart View Share action has been updated
to the Send to action.
• The Enforce Security Clearance for system administrators allows • Admin
users with this privilege to see and set the Enforce Security Clearance
for system administrators option on the Security Clearance system
settings page.
• The Import/Export Security Clearance for system administration rights
privilege allows system administrators to export and import Security
Clearance levels and Supplemental Markings.
CE 24.2 • The Records Management, Physical Items and Classification actions are • User
grouped under their respective menus which are visible when selecting
one or more items from the Smart view browse, Favorites, Search results
and Collections.
• A confirmation message can be displayed in Notification Center when the
Date to suspend for a Hold is reached.
• The Email Disabled column for the RM Fields setting, to make Records
detail metadata (Record Date, Received Date, Storage Medium,
Accession, RSI) read-only, is supported in the Smart View.
• The Records Management System User will replace the Admin user for
Records Management functions that currently use the Admin user
including Records Management, Classifications, and Physical Objects.
• For ease of use, select standard Classifications from your list of Favorites
in the Smart View.

OpenText ©2023 All rights reserved

Information Governance & Protection (7/7)
Govern and manage content throughout its lifecycle

Provide a structured, automated and transparent way to manage the critical enterprise information lifecycle, from creation to disposition.
Release General Functionality Persona Additional Information

CE 24.2 • Assign Locator, Remove Locator (if locator assigned), and Assign To • User
Con’t transfer actions are available to display when one or more physical item
is selected.
• Physical Objects Label Control installer (labelcontrol.msi) can be
downloaded from the My Account Settings - Physical Objects tab for
viewing and printing labels (Windows only).

• Two new Records Management system settings allow you to exclude • User • Select managed object types to exclude from the Delete Workflow
specific object types and exclude empty containers from the Delete • Exclude empty containers from the delete workflow
Workflow process.

• Records Management Notifications: A confirmation message can be • User • Add / Remove RM Classification
displayed in Notification Center when updating sub-items for several • Add / Remove Record Series Identifier
activies. • Update RM metadata Status, Status Date, Essential, Storage Medium
• Finalize Record completion when selecting one or more items
• Add / Remove Mark Official status

OpenText ©2023 All rights reserved

X2 Capabilities BUSINESS PROCESS LIBRARY
Extended ECM Enterprise Asset Management
Real Estate

BUSINESS WORKSPACES INTEGRATION IN SAP S/4HANA

PE
TA O

Business application integration SAP Fiori support

DA

PL
E
WORKSPACE

Data synchronization Solution Accelerators and Business

CO
N
EN

KS
S

T
T TA

Business application UI
integration X2 Scenarios
Data synchronization

VIEWING and TRANSFORMATION INTEGRATION IN SUCCESSFACTORS

Premium functionality SuccessFactors UI support
Redaction Solution Accelerators
Renditions Data synchronization

DOCUMENT GENERATION INTEGRATION IN SALESFORCE

Word templates Salesforce Lightning UI support
Update of data Solution Accelerators
In-place integration Data synchronization

EXTENSIBILITY and APIs

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Intelligent Viewing (Premium) (1/3)
Unlock the full potential of our premium feature set
Starting with CE 20.4 viewing services are an integral functionality of Content Suite / Extended ECM. Premium Intelligent Viewing features are now
included with all X Plans.

Release User Functionality Administration

CE 20.3 • Introduced Viewing Administration section
• Viewing and Administration section includes; Viewer General Settings page, Pre-
publish Behavior page, Service Communication page, Viewing Artifact Cache,
Licensing Page

CE 20.4 • Introduction of OpenText Intelligent Viewing as a premium add-on offer to view CAD documents along with support for measure take-off, and
annotation

CE 21.1 • Added Redaction entities to annotations capabilities panel • Added Redaction Reasons configuration panel to Viewer General Settings page
• Introduced Export/Publish to TIFF/PDF • Added Multi-File View document limit panel to the General Settings page
• Added support for Multi-File View

CE 21.2 • Introduced basic PDF Transformation capabilities • Added “Conversion Settings” page for admins to enable the transformation
• Added Multi-file View support for In-Place Viewing capabilities of Intelligent Viewing for Content Suite users

CE 21.3 • Introduced Text Comparison mode • Added capability to verify current balance of Transformation transactions available
• Introduced Graphical Comparison mode • Added global Compare feature switch and default compare mode selection based
• Added capability to compare between two versions of a document on format
• Added support for converting container-level items with Transformations
• Added ability to add banners and watermarks when printing

CE 21.4 • Added Optical Character Recognition (OCR) to the Transformations feature

• Added annotation burn-in support to the Transformations feature
• Added support for TFF output to the Transformation feature
• Added In-Place Viewing support for Version Compare
• Enhanced Multi-File View notifications to provide details on content excluded from a viewing session

OpenText ©2023 All rights reserved

Intelligent Viewing (Premium) (2/3)
Unlock the full potential of our premium feature set
Starting with CE 20.4 viewing services are an integral functionality of Content Suite / Extended ECM. Premium Intelligent Viewing features are now
included with all X Plans.

Release User Functionality Administration

CE 22.1 • Added support for external reference files (Xrefs) with viewing. The association of Xrefs to a parent file is completed by xENG
• Added an in-viewer button to toggle between “Graphical Compare” and “Text Compare” on-demand

CE 22.2 • Added master switch to enable/disable legacy annotation conversion

CE 22.3 • Publishing options including banners, watermarks, page orientation and color can now be configured when performing a transformation operation • Added a master switch for enabling the Automatic Rendition Feature
• Added Automatic Rendition Creation that is configured on a folder-level. This allows users to automatically create a PDF or TIFF output of content
that is added to the folder. Users can also configure the output to include banners & watermarks, as well as perform OCR.

CE 22.4 • Secure Banners & Watermarks provide a container-level configuration to automatically apply banners and watermarks when viewing, publishing,
and converting content through Intelligent Viewing

CE 23.1 • Business Workspace can be selected for viewing child-content in a single viewing session.

CE 23.2 • “Automatic Rendition” feature is renamed to “Automatic Conversion”

• Automatic Conversion can be configured on Business Workspace template
• Extended ECM “Rendition” is available as a publishing output type from Transformation, Automatic Conversion, and the viewer
• Compound documents are supported for viewing and transformation

OpenText ©2023 All rights reserved

Intelligent Viewing (Premium) (3/3)
Unlock the full potential of our premium feature set
Starting with CE 20.4 viewing services are an integral functionality of Content Suite / Extended ECM. Premium Intelligent Viewing features are now
included with all X Plans.

Release User Functionality Administration

CE 23.4 • Content using Azure Information Protection opens in a “View-only” mode with users being unable to annotate, publish, print, or download from within
the viewer. Secured content is not eligible for processing with transformation features.
• Ability to annotate, publish, and transform OpenOffice ODT, ODS, and ODP file formats

CE 24.1 • All Extended ECM X-Plans (X1, X2, and X3) now include all premium viewing features and unlimited transformations.
• The General document properties section provides information about the document caching status (Cached, Not Cached, Pending, and Failed).
• Audit events are generated when users save annotations, publish or transform content, and when a legacy annotation is converted to the new
format.
• The Document cache can be cleared automatically based on the age of the cache entry or on demand by selecting a desired date range, a specific
document or folder, or opting to clear the entire cache.
• Two supported document types can be selected from an Extended ECM Search Results page and launched into a compare viewing session.
CE 24.2 • Share structured links to direct attention to specific pages or bookmarks of a document.
• Intelligent Viewing is now supported in multi-tenant OTDS configurations.
• When using the transformation step in a workflow, the WorkflowTitle variable is now a valid target..

OpenText ©2023 All rights reserved

Document Generation (1/2)
Maximize efficiency with creation of compliant documents

Design documents in Extended ECM PowerDocs with dynamic content coming from Enterprise Applications or Business Workspaces.
Release Document Generation Others
CE 22.2 • Extended ECM as data source: Document Generation can now be used with Business Workspaces as an
additional data source. Workspace-specific attributes of a Business Workspace template can be extracted and
mapped to a PowerDocs attribute structure. Documents can be designed and enriched with metadata of the
Business Workspace and saved into folders of Business Workspaces.
CE 22.3 • Transport document generation settings in Extended ECM along with PowerDocs templates from one
environment to the next. This allows to deliver complete pre-configurations in Business Scenarios.

CE 22.4

CE 23.1 • Workspace integration – Dynamic Tables: Document designs often include tables with a dynamic number of • Security Enhancements: For increased security, Extended ECM PowerDocs Tomcat database credentials can
line items. Line items are filled with data from Business Workspaces set attributes to, for example, generate be encrypted on file level.
invoices or contracts with meaningful data.
• Fonts: Customers can provide their own fonts if they chose to use them in document designs. If fonts are not
provided, during PDF generation Extended ECM will automatically choose from a set of fonts available to the
system. The Extended ECM container includes the Google Noto library and fonts used during document design
are replaced with a similar font during PDF generation.
• Event Bots for Document generation: Business administrators can configure Event Bots that automatically
create documents based on various triggers, for example when a Business Workspace has been created. This
enables users to better automate processes and document generation requirements.
CE 23.2 • -

CE 23.3 • Client Add-ins: To further support cloud deployments and make client software distribution easier, the Microsoft • Logfile Enhancements: Logfiles show more relevant information when document generation is integrated with
Word client add-ins are decoupled from the server components. Client versions support multiple server versions OpenText Directory Services .
and need to be rolled out to workstations less frequently.

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Document Generation (2/2)
Maximize efficiency with creation of compliant documents

Design documents in Extended ECM PowerDocs with dynamic content coming from Enterprise Applications or Business Workspaces.
Release Document Generation Others
CE 23.4 • Platform Alignment: RHEL 9.1 Support; SQL Server 2022 Support; Tomcat 10.0 Support

CE 24.1 • Logfile enhancements: Business administrators can configure rolling logfiles to better manage disk usage.
• Platform Alignment: Java 17 Support

CE 24.2 • Additional UI Language Support: Danish, Dutch, Turkish, Russion • Platform Alignment: PostGres 15 Support
• IFrame UI Integration: System Administrators can whitelist certain domains (e.g. SAP, SAP SuccessFactors,
Salesforce) to enable UI integrations. Additionally, instead of third-party cookies which wil be disabled by browser
vendors, partitioned cookies can be enabled to further allow UI integrations.

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Integration with SAP Solutions (1/3)
Content-fueled driven business processes in SAP

SAP Solutions specific improvements are listed here only. General Extended ECM improvements are listed on the other slides.
Release Smart View Functionality Fiori Apps SAP Applications Deployment & Operations
16.2.8 • Optimized layout of Smart View header • Map SAP business object hierarchies to • Integrate Business Workspaces via SAP
Business Workspace hierarchies cross-application service
• Filter and sort business documents
• Add business documents with improved drag-
and-drop
16.2.9
16.2.10 • New light and plain Smart View theme • Integrate Business Workspaces in SAP Fiori • S/4HANA for Customer Management • Streamlined deployment without
Element apps via adaptation (w/o Interaction Center) Enterprise Library
• Support for forwarding proxy in in
SAP S/4HANA and SAP Business
Suite
• Improved monitoring of event queue
in SAP S/4HANA and SAP Business
Suite
16.2.11
CE 20.2 • Remove workspace reference to a business • SAP CDS views can be used for search • Integrate Business Workspaces in SAP Fiori • S/4HANA for Customer Management: • Deployment via Containers in
object in SAP applications. helps and batch business workspace Client app on tablet support of Interaction Center Kubernetes
• Open Business Attachments creation programs. • Support for create and complete Business • C/4HANA Sales Cloud: support of • Migration report for Enterprise Library
• SAP GUI Business Content Window: Business • Improved group replacement for role Workspace second version of SAP OData Services
Workspace in tabbed Smart View synchronization
CE 20.3
CE 20.4 • Support for SAP GUI 7.70 based on Edge • Use new Business Workspace folder • Integrate Business Workspaces in custom • Certified for S/4HANA 2020
(Chromium) optimized for SAP DMS originals Fiori apps running on SAP SCP • S/4HANA Cloud ES: Support as
• OpenText Viewing service and Intelligent • Integrate Business Workspaces in SAP UI5 repository and business workspaces for
Viewing can be used in integration scenarios apps via adaptation sales, finance and procurement

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Integration with SAP Solutions (2/3)
Content-fueled driven business processes in SAP

SAP Solutions specific improvements are listed here only. General Extended ECM improvements are listed on the other slides.
Release Smart View Functionality Fiori Apps SAP Applications Deployment & Operations
CE 21.2 • Search and filter SAP DMS originals • New SAP Real Estate Solution
Accelerator
CE 21.3 • See annotations created by SAP users in SAP • See the SAP DMS attachments of • Configure cross-application scenario
ArchiveLink documents also in Smart View S/4HANA Cloud in the corresponding for S/4HANA Cloud
business workspace
CE 21.4 • View compound documents in Business • Guide to integrate business workspaces in • See versions and content versions of • Synchronization from SAP roles to
Content Window SAP Fiori Element Fact Sheet in SAP SAP DMS Originals in business Business Workspaces groups runs
S/4HANA Cloud workspaces now in the background
• Open interface for SAP DMS • Simplify the installation by using
documents in additional business installation plans
workspaces • Support authentication with assertion
• Certified for S/4HANA 2020 tickets (value 3)
CE 22.1 • Published Extended ECM-specific
web services
CE 22.2 • Add SAP DMS folder to existing business • SAP Activator is part of Extended
workspaces ECM for SAP Solutions
• Ingest documents with Enterprise Scan &
Pipeline in private cloud combined with
Core Archive
CE 22.3 • Extended ECM Fiori integration is
fully CORS compatible
CE 22.4 • Improved synchronizing for SAP • Out-of-the-Box integration in SAP Apps • Improved support for mobile users in • Support SAP Secure Network
ArchiveLink Documents SAP Apps Communication (SNC)
CE 23.1 • Support document-based approval • Improve authentication with assertion
processes in SAP S/4HANA tickets (level 3)
• Migrate notes and annotations to
archive center storage to discontinue
Imaging Reviews and Notes module​

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Integration with SAP Solutions (3/3)
Content-fueled driven business processes in SAP

SAP Solutions specific improvements are listed here only. General Extended ECM improvements are listed on the other slides.
Release Smart View Functionality Fiori Apps SAP Applications Deployment & Operations
CE 23.2 • Simplified setup for SAP DMS
Documents in Business Workspaces
CE 23.3 • OAuth authentication to connect to a
business application with default SPI
adapter like to an SAP S/4HANA
CE 23.4 • The report that adds or removes users in • Support for the newest version of SAP
Extended ECM groups based on their GUI for Windows 8.00 (32-bit) including
user-to-role assignment is SAP is business content window, viewers, and
optimized for just new users (vs. all office editors
users)
• Office Editor can be used out-of-the-box
in the Extended ECM Business Content
Window when working in SAP GUI Edge
mode
• Create a document with a Category from
the SAP application via the Extended
ECM for SAP Solutions Library Service to
automate storing content with mandatory
attributes
CE 24.1 • Improved auditing for business • Open workspace for items in SAP attachment • Improved performance to migrate
attachments service Enterprise Library records into
• Improved usability for business Extended Operations record
attachments tile after creating a snapshot

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Integration with SAP SuccessFactors (1/3)
People, Process, Content
SAP SuccessFactors specific improvements are listed. More details can be found here. General Extended ECM improvements are listed on the
other slides.
Release HR Functionality Administration & Synchronization
16.2.11 • New personal workspace tile
• Creating documents for pending SAP SuccessFactors workflows
• New easy to use inline action for document generation
• Additional actions are shown in activity log widget
• Improved Teams To-Do widget
CE 20.2 • Enterprise Scan: Support for SAML authentication
• Support of PostgreSQL database
• New event action center configuration design
CE 20.3 • Enhanced support for recruiting module of SAP SuccessFactors • New improved user synchronization job
• Improved performance of Personal Workspace tile • New improved role-based permission synchronization job
• New user synchronization scheduled processing job
• New role-based permission synchronization scheduled processing job
• Apply Extended ECM classification to external CMIS documents from SAP SuccessFactors
CE 20.4 • Integrate Extended ECM as full page into SuccessFactors’s Custom Module Section • Support of SAP SuccessFactors Integration Center
• Multiple Employments Support: Introduction of primary account user model • Support of SAP SuccessFactors RCM Events
• Support of matrix / HR / custom manager rules for the Role Based Permission synchronization • Configuration details and system usage in system report
• Support of new Extended ECM viewing service • Support of Intelligent Viewing

CE 21.1 • New Document centric deletion workflow with auto suggestion of HR approvers • New template synchronization job to copy template permission changes to existing
workspaces
• Improved support of SAP SuccessFactors DMS: Document Post-disposition Cleanup Job
• Easy creation of document type rules
CE 21.2 • Central workspace for supporting RCM and EC
• Creating document on SmartView

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Integration with SAP SuccessFactors (2/3)
People, Process, Content
SAP SuccessFactors specific improvements are listed. More details can be found here. General Extended ECM improvements are listed on the
other slides.
Release HR Functionality Administration & Synchronization
CE 21.3 • Central Workspace support for Onboarding (Version 2.0)
• New scheduled processing job to create bulk documents
CE 21.4 • Business Administrators can now select OAauth as authentication method for the
connection to SuccessFactors oData API and for document generation. Note:
SuccessFactors is retiring basic authentication by Nov 2022
• Job Reports are directly available to Business Administrators
CE 22.1 • Central Workspace: the workspace creation job can now filter for candidates in various states and create workspaces for external
candidates as well

CE 22.2 • File Upload Widget: Widget is available in Extended ECM Platform and provides multiple documents upload capabilities providing time • Central Workspace: Easy migration from old workspace creation job to central workspace
benefits. Also document completeness check provides insights into missing/outdated/processed documents. creation job via the context menu
CE 22.3 • Document Generation for Candidates (Offer letter generation) • Central Workspace synchronization supports OData Snapshot Pagination to improve the
• Document Generation for Onboardees performance for large amounts of data
• Central Workspace Creation – flexible filter options also for internal candidates • Document Template Synchronization Job supports SuccessFactors workspaces
CE 22.4 • Improved document generation from SFSF Take Action menu: HR now has the ability to select an effective date for document generation • Customers can make use of Event bots for document generation and workspace creation
similarly to document generation that is triggered on a workspace with integration of SFSF events like Update of Job Application Status or Onboarding
• The Delete Workflow button is hidden from the UI when no workflow map is configured, which gives the user more space on the UI and initialized.
fewer options to chose from. • Previously, xECM transport packages were automatically installed. This has been changed
• Employees with multiple employments are assigned multiple workspaces. Users can easily access the correct workspace via the SFSF and transport packages can be downloaded from the Module Specific Settings page and
Take Action Menu links and Tiles. installed manually.

CE 23.1 • SAP SuccessFactors event “End Global Assignment” support: Global assignments are a key HR process within SuccessFactors. In order • Global Template Configuration is transportable using Transport Warehouse: Business
to automate processes such as creating a document, the event has been added to the event library. administrators can easily transport the global template configuration between systems.
• Managers and Employees can generate documents: To increase self-service capabilities, managers and employees can generate • Extended ECM Bots integration into SAP SuccessFactors supports OAuth authentication:
documents from within the Workspace. In order to increase security, the integration into SAP Integration Center supports OAuth
• Granular permission assignment on Candidate Workspaces: For global rollouts of SAP SuccessFactors Recruiting module, business when sending events to Extended ECM Bots.
administrators can synchronize job requisition permissions of the recruiter, the recruiter team, and the hiring manager to Workspaces to • Revoking of Extended ECM X2 HR license in OTDS: There is a constant change in a
allow access. workforce as employees join or leave the company. A scheduled processing job is
• File Upload widget support for SAP SuccessFactors Homepage Tile: For self-service and quick upload of documents to an Employee available to automatically revoke a X2 HR license from inactive users within OTDS and
Workspace, business administrators can add the File Upload widget to the SAP SuccessFactors homepage. therefore free up seats that are available to new employees.

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Integration with SAP SuccessFactors (3/3)
People, Process, Content
SAP SuccessFactors specific improvements are listed. More details can be found here. General Extended ECM improvements are listed on the
other slides.
Release HR Functionality Administration & Synchronization
CE 23.2 • File Completeness Report: the File Completeness widget shows missing documents in a single Workspace. The File Completeness report • Primary Account Model: the primary account model supports multiple user configuration in
is a tool for HR Administrators or Managers to get an overview of missing documents over many Workspaces, such as teams or entire SuccessFactors. A new primary account identifier is available which synchronizes the
organizations. Extended ECM account name with the SuccessFactors login account.
• SAP IAS/IPS: In addition to the SuccessFactors Identity Provider, SAP is offering SAP IAS
for authentication purposes. Extended ECM supports scenarios where SuccessFactors is
integrated with IAS. Extended ECM still synchronizes users with SuccessFactors directly.
• SAP HCM Roles: SAP HCM roles can be added to the functional rights configuration.
CE 23.3 • Document Deletion: For easier navigation, the document deletion request can be started from the search result page. Users don’t need
to browse to a Workspace to perform the action.
• Document Generation for JobApplications: To streamline the document generation process for sfsf:jobapplication, the document
context can be edited to better represent usage.
CE 23.4 • System report shows the number of active users of SAP SuccessFactors to validate the usage count.

CE 24.1 • CMIS Visibility Flag: Documents of unapproved SAP SuccessFactors workflows will not appear in workspaces • Transporting configuration: Document Generation Oauth settings, create document for
• Ability to save generated documents as DOCX SAP SuccessFactors workflow, Module Specific Settings are transportable via Transport
Warehouse
CE 24.2 • Dossier View: Users can identify a document by displaying a tooltip that shows the complete filename. • The X2_HR counter in OTDS is incremented or decremented based on the number of active
employee workspaces by the Scheduled Bot “SuccessFactors User Synchronization”, making
it easy for business administrators to identify license usage. This also enables customers to
easily combine licenses for users like X1, X2, X3 and X2HR.

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Integration with Salesforce (1/2)
Connecting enterprise systems, employees & customers in one platform
Salesforce specific features and improvements are listed below. Other general Extended ECM features can be found in their respective section of
this document.
Release User Functionality
16.2.8 • n/a
16.2.9 • n/a
16.2.10 • xECM Perspective integration on Salesforce Application and Object level.
• Federated search integration combining Salesforce Global Search with Extended ECM full text and attribute search.
• Comprehensive diagnostic capabilities for validating configuration and as early warning of potential problem areas.
• Cross application workspace capabilities connecting object workspace to entities from other leading systems like SAP, Oracle and SuccessFactors.
• Selective object configuration transport system.
16.2.11 • Salesforce Files and Attachments synchronization process supporting different methods of synching documents.
20.2 • Integrating Core Share with Salesforce Contacts to initiate sharing requests directly from Salesforce.
• New Salesforce Lightning Add File component alleviating Salesforce imposed file size limitations.
• Folder Browse Widget integration for Salesforce including administration and performance monitoring tools.
• Salesforce Files and Attachment synchronization now including Salesforce Chatter documents
20.3 • Ultra fast Extended ECM Attachments Lightning Component for Salesforce and Community Cloud.
• Dynamic Extended ECM Perspective rules and dynamic Extended ECM Web Reports for a sophisticated and immersive integration with Salesforce Objects and Applications with Extended ECM.
• Salesforce Email2Case attachment synchronization and business workspace integration.
• New Solution Accelerators for Salesforce and Community Cloud.
20.4 • New Extended ECM Viewer Lightning component for direct integration into Salesforce UI or as a modal Lightbox view.
21.1 • Completing the Customer 360 experience with enterprise class Extended ECM for Salesforce Financial Services Cloud
• Seamless collaboration with Salesforce Chatter and Extended ECM Pulse integration synchronizing messages across systems.
21.2 • Enhanced Salesforce Chatter and Extended ECM Pulse integration now supporting @Mentions in the message body.
• New Solution Accelerator for Salesforce Financial Service Cloud supporting Claim and Policy objects in the Insurance, Insurance Console and Insurance Agent Console.
• New Salesforce Object Query Language (SOQL) editor Lightning component allowing administrators for a more intuitive user predicate creation.
21.3 • Support for organization-wide sharing defaults for Salesforce objects
• Salesforce Chatter and Extended ECM Pulse performance improvements synchronizing messages near real-time between systems, allowing for a more natural and conversational experience.
21.4 • Extended ECM for Salesforce now provides the capability of integrating Core Content and Documentum D2 repositories in addition to Extended ECM.
22.1 • Extended ECM for Salesforce Administrator Console now available as a new Lightning App and modeled after Salesforce’s Setup application. The new administrator console also provides a quick search box to find configuration settings
faster.
22.2 • Comprehensive performance enhancements and optimizations for Salesforce Files and Attachment synchronization process allowing parallel threading.
• New Salesforce Files and Attachment synchronization rules engine enabling object specific synchronization rules

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Integration with Salesforce (2/2)
Connecting enterprise systems, employees & customers in one platform
Salesforce specific features and improvements are listed below. Other general Extended ECM features can be found in their respective section of
this document.
Release User Functionality
22.3 • n/a
22.4 • New functionality supporting standard Salesforce de-duplication and merge events to avoid orphaned workspace and reparent workspace.
• Enhanced Salesforce Files and Attachment synchronization rules engine introducing new time- and event-based options to move content from Salesforce to Extended ECM.
• Direct integration of Salesforce Global Search federation with Extended ECM without needing anymore the auxiliary SFFS Java app between the two systems.
23.1 • Admin users can now share their experience working with the Extended ECM for Salesforce, Core Content for Salesforce and Extended ECM Documentum for Salesforce within the Salesforce App following a new and streamlined process.
• The new Content Synchronization Rule Mismatch Queue assists the administrator in easily identifying any Salesforce attachment not matching an active rule and are therefore not migrated to Extended ECM. This function allows an
administrator user to select individual attachments or the entire queue of attachments for reprocessing.
23.2 • Added new functionality in support of Salesforce multilingual picklist values handling in Extended ECM business workspace category and meta-data.
• New and improved Diagnostic Report tool in Content Services for Salesforce which can be used during the system configuration phase and afterwards in operational state to quickly identify potential configuration issues in the system.
23.3 • New and better handling of Salesforce emails (Email-to-Case) automatically creating subfolder structures in relation to the email thread in the corresponding business workspace and storing a copy of the associated attachment.
• Renaming Lightning Web Components for business workspace integration into Salesforce UI to use the new repository agnostic terminology for Content Services.
• Providing support of standard Salesforce de-duplication and merge events for Case and Lead object to automatically reparenting workspaces as related workspaces in Extended ECM for Salesforce
23.4 • The Configuration and Diagnostic reports have both been extended to include new configuration settings for the “Merge Workspace” function.
• The new Job Monitoring Agent has been introduced to ensure both BatchManagementScheduler and MasterScheduler jobs in Salesforce are running, and restart them automatically if they stopped for whatever reason.
24.2 • Configuration and Diagnostic Report: Download the output from Salesforce as a comma-separated (CSV) file for further analysis in Microsoft Excel or easier sharing with Product Support
• Group Synchronization: synchronize indirect members of Salesforce Public Groups, ensuring that users who are members of a Role assigned to a Public Group are also considered and synchronized to Extended ECM.

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X3 Capabilities DIGITAL SIGNATURES
Extended ECM (CORE SIGNATURE)
Signature templates
Unlimited external users

X3
INTELLIGENT FILING
EXTERNAL COLLABORATION (CORE CAPTURE)
(CORE SHARE) Easy file upload
Collaboration with suppliers and customers Advanced recognition
Synchronization with Extended ECM Data extraction
Unlimited external users

ENHANCED STORAGE

OpenText ©2023 All rights reserved

External Collaboration (Core Share) (1/3)
Collaborate with suppliers, customers and partners

Starting with 16.2.8 users can securely collaborate, share and sync content with users who are external to their organization using OpenText Core
Share. Core Share is a cloud-based service and is subject to a fee (included in X3). In Smart View only available.
Release General Functionality Shareable Objects Administration Governance
16.2.8 • Full bi-directional synchronization of folders and documents with OpenText Core Share. Folders and
In addition, following operations are synchronized on shared content: Rename and documents
delete a folder or a document, reserve a document
16.2.9 • Show share initiator at share icon; share icon at folder. • New Content Sharing administration privilege; users • Audit entries in Content Server whenever shared documents
• Ability to share to Core Share Groups. who have this privilege can stop a share, add share are downloaded or viewed in Core Share.
participants and change user roles.
16.2.10 • Core Share link is now available for a shared document or folder, when sending the • New Smart View widget for administrators to show
Content Server link in an email. all shared content and specifically show shared
• Method to retry synchronization of documents or folders that are in a share error state. content that is in an error state.
16.2.11 • Introduction of share coordinators that can manage, resynchronize, and stop any shares Emails • Specify maximum number of items that can be • Security Clearance and Supplemental Markings can be used
for which they have been assigned; share coordinators are users or groups. included in a single share. to avoid sharing of confidential content.
• When a shared document is converted into an official record
it will be locked in Core Share.
CE 20.2 • Possibility to set the Core Share tenant user account as the default owner of content
shared.
• Share details in properties page
• Supports moving content in Core Share within folders
CE 20.3 • Automate initiation or stop of a Share through specific workflow steps. • Email notification to Share coordinator or Share • Introduction of a share expiry date.
administrators whenever a shared document is in an
error state.
• Administrator can reassign all shares that belong to
a certain user in one operation.
CE 20.4 • Combine Shares with Business Workspace modelling approach Business
• Documents restored using Core Share are synchronized back to Content Server. Workspaces, CAD
documents
CE 21.1 • Metadata Synchronization • Removed the requirement to have Full Control
• Option for required approval for content added permission on an item before it is shareable.
CE 21.2 • Approve new documents before syncing

OpenText ©2023 All rights reserved

External Collaboration (Core Share) (2/3)
Collaborate with suppliers, customers and partners

Starting with 16.2.8 users can securely collaborate, share and sync content with users who are external to their organization using OpenText Core
Share. Core Share is a cloud-based service and is subject to a fee (included in X3). In Smart View only available.
Release General Functionality Shareable Objects Administration Governance
CE 21.3 • Core Share rebranding capability in share dialogs, audit strings, tool tips.
• Support share expiry for shares to Core Share
CE 22.3 • Reserve “On-Hold” shared documents in Core Share

CE 22.4 • Support moving shared items to other share/non-shared locations in Extended

ECM/Core Share

CE 23.1 • Extended ECM administrators can enable

authentication of Core Share with Extended ECM
using Single Sign On using additional parameters in
the Authentication Endpoint URL for connecting
Extended ECM to Core Share.

CE 23.2 • Allow admins to use Universal Proxy framework for

setting up proxy for Core Share Connection.
CE 23.3 Added Web
Addresses as a
shareable object
from Content Server
to Core Share.
CE 23.4 • Notify share coordinators and share administrators that a share is going to expire using
Notification Center
• Use Notification center to notify share coordinators and share administrators of content
sharing error

CE 24.1 • Send a notification to the share admin/Coordinator when retry Synchronization has • Provide a way to force Retry Synchronization on a
successfully completed. shared item for the Share Administrators.
• Display shared status icons next to folders in Move/Copy dialog in smart view.
• Implement share status icons specific to share provider (Core Share of Microsoft Teams)
• When Retry Synchronization fixes an item, audit of Retry Sync should record what was
fixed.

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External Collaboration (Core Share) (3/3)
Collaborate with suppliers, customers and partners

Starting with 16.2.8 users can securely collaborate, share and sync content with users who are external to their organization using OpenText Core
Share. Core Share is a cloud-based service and is subject to a fee (included in X3). In Smart View only available.
Release General Functionality Shareable Objects Administration Governance
CE 24.2 • User can update the Share Expiry date of a shared item in Smart View of Extended
ECM once the share is about to expire soon.
• Users marked as Team Lead in a Business Workspace that is linked with a Microsoft
Teams Channel will be assigned the Share Coordinator role for managing the
synchronization of shares between Extended ECM and Microsoft Teams.

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Digital Signatures (Core Signature) (1/2)
Securely complete business transactions with externals
Starting with 16.2.10 users sign documents digitally with DocuSign; starting with CE 20.4 users sign documents digitally with OpenText Core
Signature. DocuSign and Core Signature are cloud-based services and are subject to a fee (Core Signature included in X3). In Smart View only
available.

Release OpenText Core Signature DocuSign Electronic Signatures

16.2.10 • Starting with 16.2.10 users can sign documents with DocuSign. DocuSign
is initiated via workflow.
• One PDF document per workflow.
• A signed document is stored as a new version.
• “Certificate of Completion” of DocuSign is stored as workflow attachment.
16.2.11 • Support of Two-Factor-Authentication in DocuSign.
• Several documents per workflow.
• Support document formats other than PDF.
CE 20.2 • Automatic replacement of keywords. • Starting with CE 20.2 users can sign documents electronically in Smart
• Automatic placement of signature fields (Anchor Tags) View.
• Define order of signing for multiple signers. • Initiate at a document an electronic signing workflow.
• Request full name.
CE 20.3 • Supports communication through HTTP proxy.
• Advanced assignee assignment option.
CE 20.4 • Starting with CE 20.4 users can sign documents with Core Signature. Core • Possibility to autofill signer information via workflow attribute
Signature is initiated via workflow.
• One document per workflow.
• Possibility to autofill signer information via workflow attribute
CE 21.1 • Automatic placement of signature fields by using Prefill Tags in documents • Smart View: Visual indicator for signed documents • Signing multiple documents with a single signature
• Smart View: Visual indicator for signed documents • Improved handling of authentication tokens to extend authenticated user • Enable signing workflows on CS Mobile
• Improved handling of authentication tokens to extend authenticated user sessions
sessions
CE 21.2 • Enable Signature configuration for Business Administrators • Enable Signature configuration for Business Administrators

CE 21.3 • Single-Sign-On (SSO) between Extended ECM and Core Signature

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Digital Signatures (Core Signature) (2/2)
Securely complete business transactions with externals
Starting with 16.2.10 users sign documents digitally with DocuSign; starting with CE 20.4 users sign documents digitally with OpenText Core
Signature. DocuSign and Core Signature are cloud-based services and are subject to a fee (Core Signature included in X3). In Smart View only
available.

Release OpenText Core Signature (X3) DocuSign (X1) Electronic Signatures (X1)
CE 21.4 • Users can sign documents from CS without workflows (Ad-hoc signing) • Users can sign documents from CS without workflows (Ad-hoc signing)
• Provide option to define sequential signing order in the workflow user step • Provide option to define sequential signing order in the workflow user step
CE 22.1 • Enable OAuth2 for workflow agent authentication
CE 22.4 Electronic Signatures is included in X1. It uses Intelligent Viewing Rendition
engine in cloud environments.
CE 23.2 Electronic Signatures can be fully administered with Business Administrator's
permissions.
CE 24.1 • DocuSign's "Organization" and "Account" levels are supported.
CE 24.2 • Administration pages provide better support for business admins.

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Intelligent Filing (Core Capture) (1/1)
Efficiently file documents

Starting with CE 21.4 users can drag and drop documents into the Intelligent Filing Widget and let the Core Capture Services automatically
recognize and file the document in the appropriate folder in the workspace. This service is subject to a fee (included in X3).

Release General Functionality Administration

CE 21.2 • Classify documents, extract metadata and store it in a business workspace

CE 21.4 • Introduction of Intelligent Filing

• Intelligent Filing leverages the capabilities of Extended ECM with Core Capture Service to analyze, identify and file documents in correct business workspace and sub-
folders while applying valuable metadata.
CE 22.4 • The machine learning profiles of the Intelligent Filing Folder are updated automatically and don’t need any manual interaction anymore.

CE 23.2 • Analysis Tool moved to the OpenText Cloud Platform

• Auto-refresh is enabled for Intelligent Filing Folder – no manual page reloading is required anymore
CE 24.2 • Metadata can be manually added to the filed document. The metadata fields available are based on the attributes configured for the document type.

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Featured Add-Ons
Extended ECM
ADD ON CONTENT AVIATOR
Transform productivity with an AI-powered
intelligent assistant

ADD ON ENGINEERING ADD ON GOVERNMENT

Enables Asset Information Management for Serve complex case management
energy & engineering industries requirements in public sector

ADD ONs
OpenText ©2023 All rights reserved
Add-on Government (1/4)
Case Management for Local and Federal government
Case management solution that supports end-to-end lifecycle of cases, integrates enterprise content management capabilities and workflow
capabilities for efficient processes and effective collaboration.

Release Functionality User Detail

CE 22.2 Dynamic workflow integration Case manager / business user Extended ECM for Government
• AppWorks Platform integration
• Productized dynamic workflow solution
• Start workflow
• Create and select workflow templates
• Modify workflow during runtime
• View assignments, act on assignments
• Merge workflow into document audit.
CS mobile App
• View assignments, act on assignments
Enterprise Connect
• View personal and group Inbox
• Start workflow
• View assignments, act on assignments
Integrating Extended ECM for Government Case manager / business user Enterprise Connect
• View personal and group Inboxes
• Forward case requests
• File case requests
• Create eFiles and eCases
CS mobile App
• View personal and group Inboxes
Restructure Case manager / business user / business admin Extended ECM functionality (but important government use case)
• Move eFiles/eCases to a new target location
• Schedule as batch process
• Inherit, keep or merge permissions, categories and attributes, file-plan position, users and permissions
CE 22.4 Dynamic workflow integration AWP business admin • Configure content access permissions at task completion.
Task creator • Task creators can only create task types that don’t assign higher content permissions than their own.
Proxy user • Proxy users can act on task assignments on behalf of another user.

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Add-on Government (2/4)
Case Management for Local and Federal government
Case management solution that supports end-to-end lifecycle of cases, integrates enterprise content management capabilities and workflow
capabilities for efficient processes and effective collaboration.

Release Functionality User Detail

CE 22.4 Dynamic workflow integration Proxy user • Proxy users can act on task assignments on behalf of another user.
Workflow initiator • Only one in-progress workflow can be started on a document.
Government Desktop Government user • Customize work-list in Inbox (tab assignments). Select columns and order. Sort assignments by column.
Case manager • Supporting the lifecycle of eFiles and eCases with the “close” function.
Extended ECM Mobile Government user • Inbox (documents tab), content can be forwarded to user / group
• Filing content into eCases (Add to eCase function)
CE 23.1 Government Desktop Government user • Intelligent Viewing – printing eFiles and eCases
Business admin • Configure if content can be filed to eFiles
Government user • Drag & drop files into Inbox
Registrar • XDOMEA messages 0504, 0505, 0506
Dynamic workflow integration Task creator • Can mark task as private so it become invisible to proxy users of the task assignee.
Task participant • New attachments widget that puts content in context of workflow / assignment.
Government user • My contributions is listing completed AppWorks tasks.
Task participant, • Predefined dynamic workflows, started from central workflow. Business admin can administrate workflow templates and map document
AppWorks business admin templates to workflow templates.
Workflow participants, • Receive email notifications. AWP configures email notification based on event, email template and recipients.
AppWorks business admin
AppWorks workflow template manager • Can share workflow template with users and groups
AppWorks business administrator • Can search for tasks of inactive users in the role of a task assignee and reassign the task to another user.
Extended ECM Mobile App Government user • Edit documents attached to assignments (if edit permissions are granted)

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Add-on Government (3/4)
Case Management for Local and Federal government
Case management solution that supports end-to-end lifecycle of cases, integrates enterprise content management capabilities and workflow
capabilities for efficient processes and effective collaboration.

Release Functionality User Detail

CE 23.2 Records management Government user • For Extended ECM for Government users, the Finalize function is no longer available. To close eFiles and eCases, the specialized function Close
is used.
XDOMEA Records manager • Improved error handling in the XDOMEA module when errors occur in the collections view.
CE 23.4 Dynamic Workflow and Content Government user • Documents assigned to a Workflow can be edited.
• End users will be prevented from initiating an AppWorks Dynamic Workflow from an object if the object resides in a container that has been
scheduled for Restructure
• Extended ECM Mobile and Dynamic Workflow assignments added the ability to view a workflow overview including all related tasks and each
task detail.
• When a task is delegated to another user, then both task assignee and delegated user have same level of permissions for the task.
• Workflows cannot be started when tasks have not yet been completed.
• Tasks can be assigned regardless of the default access setting “restrict grant Access to Groups only”.
• Enhanced user picker and role picker for task assignees.
• The main document names have been added to the email notifications.
• Task creators now have the option to 'send immediate email notifications, which will dispatch an email alert regardless of individual settings.
• Workflow name was added to the Workflow events in the document audit.

Navigation bar Government user • Added a horizontal scroll bar to allow the navigation of deep content structures.
• Added Personal Workspace as a new topic.
Resize column and grid view Government user • Supported for Inboxes, Personal Workspaces, Folders, and File plan
Proxy user management Government user • Functionality was improved, moved to xECM core, and becomes available to all xECM users. Accessing and setting up proxy users is available to
users via the Profile menu. Administrators can manage proxy users in the administration area.
XDOMEA Government user • Support of the 505 message.
Enterprise Connect Government user • Additional Extended ECM for Government functions (closure, send Outlook reminder, print) are available for eFiles/eCases.

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Add-on Government (4/4)
Case Management for Local and Federal government
Case management solution that supports end-to-end lifecycle of cases, integrates enterprise content management capabilities and workflow
capabilities for efficient processes and effective collaboration.

Release Functionality User Detail

CE 24.1 Navigation Bar Administrator • Administrator can enable or disable a horizontal scrollbar in the navigation pane of My Workplace. By default, the horizontal
scrollbar is disabled.
My contributions and Dynamic Workflow Government User • Two different MIME types are used for initiated workflows and completed tasks.
Keyboard shortcuts and Government desktop Government User • New keyboard shortcuts are available for Open Government Desktop (CRTL + ALT + W), focus on My workspace (CTRL + ALT +
K), and start workflow for selected items in Content area (CTRL + ALT + S).
Print eFiles and eCases Case Manager • Print supports pagination.
Inbox and Add-to-eCase Case Manager • The user is prompted to fill-in mandatory Attributes when a filed document inherits a Category with an empty mandatory field.
Enterprise Connect and Inbox Government User • Some essential columns were added to help users to identify assignments better, such as task type, workflow name, and workflow
creator.
Dynamic Workflow and attached content Government User • Content can be edited directly from an assignment.

CE 24.2 Dynamic Workflow Administrator • Business Administrators can choose if Dynamic Workflow can be started only from documents or from other objects like folders
and containers.
Enterprise Connect and Structured Workflow Users • Users can create structured workflows In Enterprise Connect from a virtual folder in the Inbox.
Show document view Administrator • Business administrators can disable for all users the global preview-pane for the Brava! Viewer.
Dynamic workflow and task Users • Workflow initiators can search for users and roles in task assignments using case insensitive search.
• Workflow initiator can create tasks without assignment of a user or role.
Dynamic workflow and activities audit Users • Users viewing the workflow can filter for display entries with task actions that have comments.
Dynamic workflow and task properties action Users • Workflow users can also view the task properties when task has not been released yet.

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Add-on Engineering (1/1)
Efficiently control engineering information, work processes and risk

Extended ECM for Engineering accelerates exchange, collaboration, accessibility and project completion to increase asset uptime revenues.
Release Functionality
CE 24.1 • Content Server Syndication extended to engineering use cases: Support ADN use cases to connect, track, and share information across sites to enhance remote collaboration.
• Notification Centre functionality: Provided the ability to subscribe and be notified about the State Flow and CRT events.
• Supplier Exchange integration: Made enhancements to collaborate effectively with the latest versions of Supplier Exchange. Integrated at the Workspace Template level to understand state changes on a document when a transmittal is
processed, documents are sent to the supplier, and updates are received from the supplier.
• Customer-focused solutions: Improved the following functionalities to provide usability and interoperability:
• Equipped the load sheet with the generated ADN Number.
• Provided the ability to customize the revision history view to display preferred columns as per the business requirement.
• Added the current state assignees information on the State Flow properties page.
• Provided the ability to automatically transition the State Flow when the supplier updates a document in Core Share.
CE 24.2 • Users can view and edit the load sheet from the Transmittal Workspace in Smart View. Users can do the following actions:
• Add new rows, edit existing rows, duplicate one or more rows, and delete rows.
• Validate the metadata
• Sort and filter based on the values in the columns.
• Configure and populate dependent TKL attributes – The dependent TKL attributes are populated based on the predefined standard values.
• Update inbound action parameters.
• Users can select “Always keep on this device” to ensure that Engineering Connect files are always synced and the latest version of the documents are downloaded from Content Server.
• Users can select “Free up space” to automatically delete unnecessary content from the local machine and retain only the placeholder information.

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Add-on Content Aviator (1/1)
Large language model integration with Extended ECM
Leverage large language models Extended ECM to enhance the efficiency, effectiveness and intelligence of document management, knowledge
discovery and business process automation.

Release Functionality
CE 24.1 • Conversational Search: Users can ask natural language questions against single document or an intelligent workspace (Aviator enabled business workspace) and get an answer generated by the Large Language Model based on the
selected document or the documents inside the intelligent workspace
• Document / Workspace Summary: Users can leverage Content Aviator conversational interface to summary a single document or an entire intelligent workspace to quickly extract insights from business content.
CE 24.2 • Enable intelligent workspace by workspace type: Allow business administrators to enable Content Aviator on a workspace type. All the business workspaces using this type will then become intelligent workspaces (Aviator enabled).
• Multilingual support: Content Aviator generates answers in the same language as the user’s question.
• Improved follow-up questions: The quality of the answer for follow-up questions is improved by regenerating context (relevant document chunks) for every user question.
• Exact document reference links: The document reference links for each answer are narrowed down by only displaying documents that the answer is generated upon.
• Support email objects: Email objects inside an intelligent workspace now support Content Aviator

OpenText ©2023 All rights reserved

Extended ECM
Administration

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Deploy & Update (1/3)
Easily deploy and update your Extended ECM environment
For traditional (non-container) environments you should use OpenText System Center. Always use the newest System Center update; independent
of the xECM/CSP update you are running. Starting with release CE 20.2 you can deploy using Docker containers that run in a Kubernetes
environment. Alternatively, you can shift your environment into OpenText Cloud.
Release Traditional (VMware) with System Center Kubernetes (Docker container) Initialization (Scripting) General Functionality
16.2.8 • eLink Global Workflow, Department Selection, Configure Versions • <OTHome> directory structure has been changed to help preserve
Folder, Configure Group, Administer Renditions settings during updates and redeployment.
• Template Workspaces and Connected Workspaces are now part of
the base product installation
• Support Asset Volume introduced to manage solution files used by
web servers
16.2.9 • Initialize a system through an admin • Warehouse, Storage Rules, Disk Image Creation, Domain, Email • WebReports Workflow Extensions are now part of the base product
setting file. Notifications Format, Reminders. installation.
• New Environment Manager role
16.2.10 • Capability to synchronize Content Server • Multi-File Output, Configure Smart View, Document Template, User
environments Session Parameter Codes, Classification – Manage Objects /
• Capability to synchronize Content Server Intelligent Classification, Security Clearance - Supported Object
instances inside one environment Types, Best Bets.
16.2.11 • Category Data Source Configuration, Destination Media Types, Web • Limits on number of search forms and templates increased.
Reports Conversion, Rated Items Report, Pulse Administration, • Trusted Referer security setting is available.
Question and Answer, Included Node Types & Configure Workflow • DCS pattern matching supports term replacement
Agent Parameters, Search Filters.
CE 20.2 • Ability to deploy Archive Center and its • Content Server, Archive Center, OTDS • Managing Tags and Subtags, Security Clearance and Supplemental • New security settings – SameSite flag control, stricter default values
components as Docker containers. Markings, Records Management. for About Page login.
• Ability to deploy and update OTDS • Helm Charts
CE 20.3 • capability of downloading and installing • Support for Scripting Configuration • Report shows non-default settings • Automatic installation of Language Packs during startup
CS Language Packs. • More than 255 OScript modules can now be loaded
CE 20.4 • Ability to deploy AppWorks Gateway and • Viewing services as Docker containers. • Language Settings, Security Parameters Pages • New default Security settings to reflect best practices for hardening.
its components • Support for Google Cloud SQL • Windows Domain Accounts can be used to connect to SQL Server.
• Support for Tomcat deployment (PostgreSQL)

OpenText ©2023 All rights reserved

Deploy & Update (2/3)
Easily deploy and update your Extended ECM environment
For traditional (non-container) environments you should use OpenText System Center. Always use the newest System Center update; independent
of the xECM/CSP update you are running. Starting with release CE 20.2 you can deploy using Docker containers that run in a Kubernetes
environment. Alternatively, you can shift your environment into OpenText Cloud.
Release Traditional (VMware) with System Center Kubernetes (Docker container) Initialization (Scripting) General Functionality
CE 21.1 • N/A • Content Server Mobile as Docker container • Information Protection Administration (IPA) • New naming convention for Admin Servers
• Support for AWS RDS for PostgreSQL • New default search indexing control rules provide pre-configured
indexing throughput management.
CE 21.2 • Run System Center service using • Support scaling of Content Server backend • Syndication System admin and Business admin • New description field for Admin Servers
systemd • Deployment time optimizations configurations pages
• IPA Security Clearance
CE 21.3 • Viewing services available traditional • Support shared volume for search
installers on Windows and Linux • Support for Content Server Secrets
CE 21.4 • Ability to upgrade Content Server • Azure Database for PostgreSQL
instances that are inactive in the cluster • OpenText PowerDocs as containers
CE 22.2 • New user interface following the Smart • Scalable Directory Services • Content Server will by default install the SQL Server ODBC Driver
View guidelines • Support RedHat OpenShift • Content Server installs pgcrypto extension by default for
• Deployment of extensions (languages, add-on modules) PostgreSQL
• Simplified packaging of Extended ECM Docker image
CE 22.3 • N/A • Ability to deploy Transport objects
CE 22.4 • Content Server automatic Admin Server registration
• Ability to download Content Server logs • Support Azure Database for PostgreSQL Flexible Server
• Apply Content Server patches using Init containers
• Expose System Monitoring / Security logs using FluentBit
CE 23.1 • Support for Archive Center upgrades • Support of Syndication in containers
• Support for new Extended ECM license • Deployment automation of Content Server Applications
• Support for Linux 8 • Content Server Memcached - Process Automation

CE 23.2 • Ability to download Directory Services • Deployment automation for Information Protection
logs Administration
• Support for Tomcat 10 in Content Server • Ability to customize the path for administration settings
upgrades ingestion

OpenText ©2023 All rights reserved

Deploy & Update (3/3)
Easily deploy and update your Extended ECM environment
For traditional (non-container) environments you should use OpenText System Center. Always use the newest System Center update; independent
of the xECM/CSP update you are running. Starting with release CE 20.2 you can deploy using Docker containers that run in a Kubernetes
environment. Alternatively, you can shift your environment into OpenText Cloud.
Release Traditional (VMware) with System Center Kubernetes (Docker container) Initialization (Scripting) General Functionality
CE 23.4 • Ability to download Archive Center Logs • Helm charts support to enable logging using Fluent Bit and
• Product Catalog Enhancements also share Content Server security logs with remote Fluent
• Services Status Warning On Upgrades Bit instances.
• Support for Linux 9

CE 24.1 • Support for Disabling the Content Server • Disabling Admin user account: The Extended ECM
Admin User Helm charts and container automation were enhanced to
• New System Report for System Center work when the Content Server Admin account is disabled
• Enhancements in the Intelligent Viewing (from UI) after the initial deployment.
installation execution plans • The Procurement Business Scenario is included in
• Increased security to handle External the Extended ECM Helm charts.
Vendor files • The Procurement Business Scenario is included in
the Extended ECM Helm charts.
• Dedicated persisted volume for the Content Server multifile
feature (Zip and Download).
CE 24.2 • Support for OpenText Directory Server • All available language packs are installed in the Extended
deployed in cluster scenarios. ECM container and the desired languages can be enabled
• Support for applying Content Server from the Content Server Administration page.
administration settings (xml file).
• Ability to search for superseded or retired
hotfixes.
• Enhancements on upgrade operations.
• New options for log download (landscape
files, system center configuration files,
Content Server system and
performance reports).

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Operate (1/3)
Operate an Extended ECM / Content Suite environment in an efficient way

Administrative features to ensure system health, and performance.

Release Monitoring Performance Reduction of Admin work
16.2.8 • Reserved items can be set to unreserve automatically after some days.
16.2.9 • Search indexing dataflow control rules improved to monitor sum of all • Search index can be configured to prevent long running background • Improved search index backup utility.
IPool areas. search processes (such as RM disposition searches) from monopolizing
the search engine.
16.2.10 • Performance of browsing with Smart View significantly improved. • Best Bets can be set to automatically expire.
• View as web page can now limit number of pages to display, providing • Documents can be automatically unreserved when a user is deleted.
response time upper limit. • Restart no longer required when changing eLink settings, Container Options
• Access Control List (“Rights List”) logic has been updated to provide • File uploads can be blocked based on properties such as file name or MIME
significant performance improvements. type.
• A new Perspective type has been introduced for Workspaces to help
optimize system performance
16.2.11 • System Monitoring introduced to provide administrator alerts for • Search Agents have been optimized to allow significantly higher • Default search indexing dataflow settings are updated to better reflect modern
problems. Initial coverage includes trace files, Admin Server not throughput for Prospectors and Intelligent Classification. performance and disk sizes.
responding, and cache abuse.
• Distributed Agent dashboards will identify long running tasks.
• Severity of search dataflow control rules adjusted to ensure admins are
notified of significant problems.
CE 20.2 • Admin Server can now capture error logs from worker processes. • Search partitions can be reserved for very large documents, allowing • High availability for the SOV Agent can be configured, with built-in failover.
optimization of CPU and memory resources for large search grids.
CE 20.3 • System Monitoring: Ipool quarantine and search query execution errors. • Outdated search SOV messages are deleted automatically
• Thread queue depth and trace file monitoring event are improved. • Search index backups can be scheduled for automated backups
CE 20.4 • System Monitoring: DCS Ipool reading, Process Crashes, Index • Performance of Business Workspaces with Smart View significantly • Automatic deletion of stale search index backups
Backups, Extractors, KINI invalidation, Database SQL errors, search improved.
network IO, Admin Server file cache, Admin Servers, Five Minute • Utilities to reduce the size and contents of the Category Attribute tables.
agents, Distributed Agent tasks.
CE 21.1 • Business Administrators can receive notifications from WebReports • Server restarts when changing Storage Rules & Archive Storage Provider are
• Separation of events for system and business administrators no longer necessary.
CE 21.2 • System Monitoring: Upload Directory, general logging failures, search • Performance of phrase search improved by “Long Skips” • New admin page provided for repairing ancestor tables with offline and
logging failures, Extractor loads incremental options
• Advanced user session handling

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Operate (2/3)
Operate an Extended ECM / Content Suite environment in an efficient way

Administrative features to ensure system health, and performance.

Release Monitoring Performance Reduction of Admin work
CE 21.3 • Optimize iPool with less disk I/O operations and more compact iPool • Move “Delete references to nonexistent Object” tool to “Repair Ancestor
metadata Table” page to improve user experience
• Reduce half of the search grid start up time by introducing a new data
structure
CE 21.4 • New events generated to report when Enterprise Library Services (ELS) • Added indexing Document Conversion logging settings to the admin interface.
is still in use. • Improved install modules page to remove confusion
• New Storage Provider options based on Department.
CE 22.1 • Include additional MSSQL information in the system report • Manage recycle bin with business admin access
CE 22.2 • New log levels added to Admin Server logs • New Content Manager role allows designated users access to all content
• System Monitoring reports events when inside of Extended ECM.
- a patch / hotfix is added to an environment but does not load properly
- default Admin Server and / or Web Admin passwords are configured
- module install returns an error from database initialization

CE 22.4 • If the size of a downloaded file does not match the size recorded in • Regardless of the number of language packs installed on the system, only • New Content Manager subtype restriction page, allows for more granular
Content Server, a system event will record this discrepancy. those which are configured for use will be loaded at runtime to reduce control of users with Content Manager rights.
• Thread logs and connect logs are enabled and forced to minimum level memory requirements. • Bootstrap: Has been extended in several ways to help automate startup,
2 (INFO) during database upgrade steps, ensuring that useful logging system installation, and application of updates.
data is available in the event that problems occur.

CE 23.1 • Enhanced connect logs to include location of code for each API call • Multi-process mode is enabled by default for new installs • Enable business administrators to manage system search templates and
• Audit provides more detailed information for sub-items purged with their • Thumbnail ingestion is moved to a dedicated agent to improve search regions.
parent folder. performance
• Process monitoring API compatible with Prometheus: Provide an API • A pre-check is created to ensure that proper compatibility level is set for
that returns basic information about the processes within the product. SQL Server
CE 23.2 • Search indexing workload monitoring API compatible with Prometheus • Improved performance in Classic UI advanced search page • Append timestamp to rolling log files to prevent naming collision when
• Report System Monitoring events when compressed.
- server free memory is low
- server security certificate will soon expire

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Operate (3/3)
Operate an Extended ECM / Content Suite environment in an efficient way

Administrative features to ensure system health, and performance.

Release Monitoring Performance / Security Reduction of Admin work
CE 23.4 • Security Log enhancements: Captures username and request success / • SASL support on Memcached: A new admin setting page is created to • Temporary Logging: A new log setting page allows administrators to change
failure in security logs. enable SASL mode on Memcached processes to enhance security. log settings (connect logs, security logs and thread logs) for multiple
• System monitoring enhancements: • Connection Limits settings on Memcached: a new setting is added to instances.
• a new business event issues warning when containers control the maximum simultaneous connections allowed for Memcached
exist with overly large data sets. processes.
• A new system event issues when a memcached server
fails to connect to.
CE 24.1 • Memory usage tracking: Adding memory usage tracking to the system • Database repair tool:
performance report (SPR) to collect valuable data for advanced • Improved incremental ancestor repair tool to support large
troubleshooting. volume of data.
• Repair Incorrectly Deleted items: New database repair tool to
restore items that are incorrectly marked as deleted in
DTreeCore table due to inconsistent data in the Ancestor
tables.
• Disable Admin 1000: the existing disabling admin 1000 account switch is
changed to be a one-way switch to reduce customers’ concerns. Once
disabled, admin 1000 account cannot be enabled again
CE 24.2 • Failed attempts by the Admin Server process to obtain a file lock are • Administrators can set limits on the number of requests any given user can • Generate System report with unique names: To reduce name collision,
now captured and reported as System Events, potentially indicating the execute. sysreport naming conversion is changed to the format of
presence of incompatible software such as malware scanners active in • The Trusted Proxy Server list now accepts wild cards to allow for IP sysreport_hostname_datetimestamp.txt
the environment Ranges to be defined.
• The OSpaces (OLL files or OScript source code) shipped by OpenText are
now digitally signed to support security and trust reviews.
• The search Extractor processes will no longer be run when a single thread
is available to improve startup, installation and upgrade behavior.
• The email address detection in the Document Conversion Server can be
configured to ignore specific email addresses or email domains.
• Direct Vault Integration: Enhanced secrets management by directly
integrating with HashiCorp Vault
• The Admin 1000 account can be disabled when at least three system
administrators with web administration rights or a tenant administrator exist
in the system.

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Manage Solutions (1/2)
Manage solutions on top of Extended ECM

The Business Administration is your entry for defining solutions. Transport allows you to move solutions from a DEV to a QA, and finally to a PROD
environment; Transport allows as well to distribute solutions, e.g., it is used for Solution Accelerators.

Release Transport Business Administration General Functionality

16.2.8 • Handling of categories improved • Support Asset Volume introduced to manage
solution files used by web servers
16.2.9 • Allows mapping of languages between environments. • Generic Business Administrator group available by default which includes most business administration • Usage privileges can now be reviewed and
• Handling of categories improved privileges. granted by user.
• Language configuration, classification management
• Simplified assignment of administration privileges
16.2.10 • Add multiple objects at once to a workbench, custom column configuration • Smart View settings. • File uploads can be blocked based on
preserved, WebReport Triggers and constant mappings are preserved, • Object Privileges: Virtual Folder, Category, Category Folder, URL, Classification Tree, Classification, properties such as file name or MIME type.
ActiveViews can be selected as dependencies. Support Asset Folder, Support Asset
• Empty Collections can be transported (useful as templates). • Usage Privileges: Facet Administration, Warehouse Administration, Support Asset Volume
• Full permission to: Transport Warehouse, Transport Packages, Categories, Support Asset, Facets,
Classifications, Physical Objects, Records Management, Connected Workspaces, Document Templates,
Perspective Assets, Perspective, Appearance, Community Template
16.2.11 • Contents of an existing workbench can be refreshed. • Perspectives Volume in Enterprise menu. • Perspectives Volume is accessible for those
• Workflow settings. with permissions.
• Search Filters
CE 20.2 • Exact dependency matching using GUIDs. • A new Perspective and Rule storage and management model has been introduced to improve performance,
• Drag and drop support. administrative control, and transportability
• Support for Smart View Workspace perspectives. • On startup, Business Administration privileges are now checked to verify if they are restricted, and if not,
restriction is enforced.
CE 20.3 • Support for circular dependencies • Perspectives • Default setting report can identify non-default
• Automatic inclusion of Perspective Rules settings
CE 20.4 • Automatic dependency inclusion, better circular dependency handling • Records Management Solution Accelerator
• Improved support for Perspectives, Workflow Maps with Categories or for faster setup of basic RM applications
Classifications
CE 21.1 • Handling of circular dependencies around custom columns and facets • Scheduled Processing: Improved reliability, and new job run history
• Support for virtual folders

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Manage Solutions (2/2)
Manage solutions on top of Extended ECM

The Business Administration is your entry for defining solutions. Transport allows you to move solutions from a DEV to a QA, and finally to a PROD
environment; Transport allows as well to distribute solutions, e.g., it is used for Solution Accelerators.

Release Transport Business Administration General Functionality

CE 21.2 • Scheduled Processing: Advanced job history with job specific information, key performance metric and job
history export
• Scheduled Processing: Job specific scheduling options and job scheduling dependencies
CE 21.3 • User and Group Dependency improvements.
CE 21.4 • Optional Dependencies support added. • Scheduled Processing Job Reports are directly available to Business Administrators
• Performance Improvements when deploying Transport Packages
CE 22.1 • Distributed Agents task priority (0-100) for a scheduled processing job can now be set in order to better
manage system utilization
• Mandatory and optional job parameters can now be provided for the Job Framework
CE 22.3 • New REST API endpoints for Transport operations.
CE 22.4 • Transport Dependency scanner improvements.
CE 23.1 • Controlled Viewing and Printing as well as Electronic Signature can now be configured by Business
Administration.
• Manage system search templates and search regions.

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Work Remote
Provide content to remote location
Remote Cache and Syndication provide means to work remotely in an efficient way.

Release Remote Cache Syndication

16.2.8 • Introduction of Content Server Syndication. Syndication is designed for customers who need to manage and share a
subset of documents across multiple and remote geographical locations.
• Supported container types: Compound Documents, Folders, Email Folders
• Supported item types: Appearances, Categories, Classifications, Classification Trees, Custom Views, Documents,
Emails, Text Documents, URLs

CE 20.4 • Support for Windows 2019 Server • Syndication: support for Business Workspaces & Templates
• Syndication: Flexible storage providers allow alternative remote storage devices and better performance for
distributed work environments.

CE 21.1 • Simplified syndication of Business Workspaces and Templates

• Syndication: support for Related Business Workspaces.

CE 21.2 • Copying a document from one syndicated folder into another syndicated folder

CE 22.3 • Overview page showing Syndication locations by container.

CE 22.4 • Connectivity test added

CE 23.2 • “Document Level Syndication” – optional control of distribution to remote sites for each document.

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Extended ECM
Developer

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Developer Experience (1/6)
Connect via APIs or accomplish tasks via programming in Extended ECM

Two scripting languages (WebReports and OScript) in combination with various APIs (REST, SOAP, CMIS) provide extensibility. CMIS, CS SDK,
and WebReports are part of Extended ECM only.

Release REST API WebReports OScript

16.2.8 • Add eDiscovery rights while creating users • New Installation method allowing to install CSIDE directly from Eclipse.
• Fetch nodes by nickname • Auto Format Options: In order to make the Auto Format feature for OScript more flexible, we have
• Support Compound Documents introduced several optional controls..
• Support Advanced Versioning
16.2.9
16.2.10 • Support Business Workspace Relationships • New WKSPACTION tag for adding and removing • Introduction of a spell checker in OScript editor: The CSIDE plugin now includes a spell checker that can
• Support notification interest administration relationships automatically be turned on / off in editor preferences (General / Editors / Text Editors / Spelling).
• Support locking or unlocking documents
16.2.11 • Enable pagination in favorites, audit events • Improved Debugging (Log Level Debug)
• Support Generations • Xlate property files are now part of source projects.
• Key Bindings: Correct Indentation (Ctrl+I) has been added for all editors.
CE 20.2 • Support Renditions • New ROLEACTION tag for adding roles to Business • Xlate files are now kept in Sync between builds and are copied to the server
• Support language administration Workspaces • Old format OLL detection and labelling in the Module Explorer View
• Advanced version control to containers • The plugin now provides easy execution of running unit test from the Modular Explorer
CE 20.3 • Support for Transport Warehouse advanced controls • New [LL_REPTAG_ORIGINPARAMS /] tag for use in • Exceeding the 255 Ospace limit: Incorporation of 64bit Ospace IDs.
WebReports • Control Characters improvements
• New in CSIDE CE 20.3 are "Externalize Strings", which is like Eclipse's "Externalize Strings" function for
the Java editor.
• Informative Folder Access Error
• Debug Perspective in Eclipse
CE 20.4 • Create external users and groups • Baseline Eclipse Version 4.15
• Breakpoint Enhancements
CE 21.1 • Records Management: add and remove users to Holds • Transporting full-page Widgets: To support the new • Visual enhancement to the Module Explore
• Security Clearance api to get users’ current security Transport destination added for full-page Widgets, the • Improvements Log Messages on Debug
clearance level as well as profile security clearance level. Transport destination page now has references to the Table • Developer Experience - CSIDE now can add overlays to the editor title icons to indicate if a file has errors
Report sub-WebReport node and the Visual Count button / warnings.
node to be transported.
• WebReport New Enable Row Filters tag to automatically filter
a WebReport data source when the report is used as a
button with the Visual Count Widget.

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Developer Experience (2/6)
Connect via APIs or accomplish tasks via programming in Extended ECM

Two scripting languages (WebReports and OScript) in combination with various APIs (REST, SOAP, CMIS) provide extensibility. CMIS, CS SDK,
and WebReports are part of Extended ECM only.

Release REST API WebReports OScript

CE 21.2 • The CSIDE (SDK) build system handles the newly introduced documentation for Cloud API function(s).
The documentation is auto built and renders in an HTML format.
CE 21.3 • Extended Search REST API with three new parameters: • A new OScript submenu has been added to the OScript Explorer context menu. The OScript submenu
look_for, modifier, and within to enable stemming on includes a Format All command. This command formats each file in the selection. Multiple selections in
smart UI the OScript Explorer are also possible. If a folder or project is selected, the OScript Explorer formats
• Improved Search REST API to return all the values of a each *.os file in the selection. The formatting can be cancelled at any time by clicking the stop button in
multi-value category attribute the progress view
CE 21.4 • Extended api/v2/search/members/info REST API to • Two new sub-tags will be able to raise either a system or a • New Ounit Plugin to assist with unit test functionality in a more modern manner. The plugin facilitates
return the search bar settings. business fault event and allow the severity level of the fault creating, editing and running OScript unit tests, improving the testing experience (easier to trigger tests
• Add a Boolean parameter to api/v2/search/ REST API to be set. and view test results).
to specify the Boolean operator between multiple query • Ability to override local constants when using global • a new Refactor OScript parent menu has been introduced. The menu contains a number of code
clauses constants has been added. refactoring commands, including Remove Unused Variables, Sort Features, and Fix Variable
• The api/v2/nodes REST API has been extended to • Logging feature added to Content Server Applications. Declaration Order. This menu improves the user experience by grouping refactoring features in one
support saving search query. place. Refactoring features support automatic changes of the source code to be compliant with the
• Added Multipart Upload Support OScript code style
• Added REST support for changing order of Sub-Items in
Compound Documents
CE 22.1 • WebReport REST support for Object Privileges. • To simplify WebReports configuration, self-certification will • "Suspend on error" can now be made optional. Currently, the behaviour is to suspend the executing
• WebReport REST support for facet filter look-ups. replace entering a license key enablement page. thread when a script error is encountered. The new feature allows to continue the script(s) while still
• New WebReport SETATTR argument to the WFACTION logging the errors thus streamlining the experience when performing activities such as numerous unit
sub-tag to set attribute values for any workflow instance tests.
from a standalone WebReport. LL_REPTAG_<subworkid> • Script errors now have a distinctive icon differentiating them from compile errors.
WFACTION:SETATTR: <attribute name>:<value> • The CSIDE bundle version is written to the CSIDE log file when CSIDE is loaded.
• New WebReport tag has been added to create Email • Double-clicking a test case in the OUnit view opens that object in an editor tab.
folders using WebReports. • In cases where CSIDE attempts to programmatically overwrite a file in the workspace the user is
• To improve security, a new Manage Secure Constants warned of the impeding collision and can optionally be presented with a diff of the two files
administration page is available to manage Secure • Unit Tests from multiple selected test OSpaces can now be run. A new Menu item 'OScript -> Run Unit
Constant (passwords) used in WebReport applications. Tests for Multiple OSpaces' is introduced. This brings up a dialog which allows the user to select from
Each Secure Constant reference will have a mandatory the list of test OSpaces available on the server for execution.
whitelist of WebReports that can make use of the string • CSIDE VM can auto restart to reduce errors generated by Eclipse if the VM is not running
and can be referenced using the RESTCLIENT tag. • there is now a Restart button in the Module Explorer

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Developer Experience (3/6)
Connect via APIs or accomplish tasks via programming in Extended ECM

Two scripting languages (WebReports and OScript) in combination with various APIs (REST, SOAP, CMIS) provide extensibility. CMIS, CS SDK,
and WebReports are part of Extended ECM only.

Release REST API WebReports OScript

CE 22.2 • Security Clearance: Two new REST APIs to return the • Version comparison in WebReports and ActiveView editor; Email Destination added; • Introduced a new re-factoring command to CSIDE to automatically remove
Security Clearance Level and Supplemental Markings Linux support has been added to RUNSHELL; Tag WFINFO USECACHE argument unnecessary line continuation characters (\) from OScript source files
assigned to a User ID. added to retrieve the Workflow Title and Attachment Folder ID to be accessed before • The value column in the Variable View now includes the object name for Object
the Workflow is initiated; USERINFO:PRIVILEGES sub-tag returns information for a References
given user‘s eDiscovery privilege. • Improved CSIDE performance by enhancing logging and caching capability
• LiveReports with parameters: When executing LiveReports with parameters, bind • Improved CSIDE stability when used with a VPN client
variables are now supported for parameters to optimize performance.
CE 22.3 • Content Server Applications for WebReports: The support files for Content Server • Unit Test Preference: Allow for random unit test execution. Enabling this option
Applications, previously managed in the Support Volume, are now managed in the will result in the order of unit test execution being determined at execution time.
Support Asset Volume. Using the Support Asset Volume will ensure the support files The default is to execute unit tests in the order the tests are discovered by the
for Content Server Applications are persisted upon upgrade. To support this change, unit test framework, which does not change between test executions. With
the WebReport APPPROPERTY sub-tag now returns data for an application’s random test execution, unit tests that depend on sequential execution will fail.
properties file in the Support Assets folder. • Enable multiple selection in the OUnit view: OUnit View supports selection of
• ActiveView: Inline editing of Category attributes and Records Management metadata multiple rows, which in turn allows for multiple test cases to be executed at a time
are now supported from ActiveView browse templates. and multiple test OSpaces to be loaded or unloaded simultaneously.
• Correct Indentation: The Correct Indentation command (Ctrl+I) can be applied
automatically to generated OScript source code. This applies to script features
which are opened from the Module Explorer. It also applies to modules that are
imported with the Import Source Code from OLL wizard or when overwriting
objects with the OScript > Overwrite Object source command. The feature needs
to be activated using the preference setting OScript > Apply Correct Indentation
to generated code.

CE22.4 • Recycle Bin support added. • OUnit updates: Added a Unit Test Preference option called "Navigate to Module
• Pagination added to recently accessed. Explorer when double-clicking test items in the view". When this option is active,
double-clicking a test item in the OUnit view will navigate to the Module Explorer
and reveal the corresponding test object on the server
• OBuild: This is an OScript build automation tool that will allow third-party
developers (Professional services and partners) to build their OScript Modules
outside of the Content Server IDE. This build tool is like OpenText internal
Oscript build systems that will help CI/CD systems for our external customers

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Developer Experience (4/6)
Connect via APIs or accomplish tasks via programming in Extended ECM

Two scripting languages (WebReports and OScript) in combination with various APIs (REST, SOAP, CMIS) provide extensibility. CMIS, CS SDK,
and WebReports are part of Extended ECM only.

Release REST API WebReports OScript

CE 23.1 • Code Coverage: CSIDE 23.1 introduces a feature to help developers see
which functions do not have associated unit tests. Full details of this feature
can be found in the product documentation (in the "The Unit Test Coverage
Report" section of the "Unit Testing for OScript" page)
• Eclipse Version upgrade: CSIDE 23.1 requires Eclipse 2022-03 (or higher).
• Content Server SDK Documentation is included in the CSIDE plug-in (via the
help menu).
• CSIDE’s “OScript Search” functionality has changed in this release. The
documentation has been updated to include a description of search
functionality (in the “Learning the CSIDE Interface” section).

CE 23.2 • Service Users added which are accounts that can only • Show in OScript Explorer: Added a new contextual menu item for objects and
access the REST API interfaces. features in the Module Explorer view that also exist in the OScript Explorer
view.
• OScript search dialog box: Accessible from Eclipse's Search menu when the
CSIDE perspective is active.
• Oscript Search optimization: The OScript search dialog box options have
changed and can be used to select multiple types such as object name,
feature name, script contents, and feature value all at once.
• OScript auto format: Added documentation text to the OScript auto format
options regarding On/Off Tags. The On/Off Tags can be used to disable auto
formatting for certain sections of an OScript source file.
• In addition, removed the option to switch between old and new OScript auto
format implementations. The new auto format is the only auto format.

CE 23.2 • WebReport Delete Versions trigger event to trigger a WebReport when a version is
deleted.
• LiveReports parameter type Filter Security Clearance to only return LiveReport results
for which the user has the same security clearance level or higher.

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Developer Experience (5/6)
Connect via APIs or accomplish tasks via programming in Extended ECM

Two scripting languages (WebReports and OScript) in combination with various APIs (REST, SOAP, CMIS) provide extensibility. CMIS, CS SDK,
and WebReports are part of Extended ECM only.

Release REST API WebReports OScript

CE 23.2 New WebReport tags and sub-tags additions include:
• LL_REPTAG_URLPREFIXSMART tag to return the full URL required to call the
Content Server Smart View CGI, including protocol and domain.
• VERSIONACTION:DELETE tag to delete an individual version.
• NODEACTION:RENDITION:MAKE sub-tag supports making multiple Rendition
types in one action.
• RESTCLIENT tag calls the function SetProxy to pass in new arguments:
PROXYUSERNAME and PROXYPASSWORD.
• RENDITIONACTION:DELETE sub-tag to specify a Rendition type and Rendition
version number to be deleted.
• USERPREFACTION sub-tag to bulk update user preferences for a group of
users, for example to update the user Default Start Page to Smart View.
• WebReport GROUPACTION sub-tags (moved from USERACTION) includes:
GROUPACTION:ADD, GROUPACTION:CREATE, GROUPACTION:DELETE,
GROUPACTION:LEADER:SET, GROUPACTION:REMOVE,
GROUPACTION:RENAME, GROUPACTION:LEADER:UNSET.
• DECBIN sub-tag to decode base64-encoded binary data into a byte array.
• ENCBIN sub-tag to encode base64-encoded binary data into a byte array.

CE 23.3 New WebReport tags and sub-tags additions include: • The OScript Profiler built-in can now optionally report fully-qualified object names in the output file generated.
• RENDITIONACTION – added sub-tag UPDATE:MIMETYPE updates the MIME Details of this change can be found in the built-in’s product documentation.
type of the specified rendition of the version of the node
• VERSIONACTION – added sub-tags LOCK and UNLOCK locks and unlocks the
latest version or when specified, a specific version of the node
• SUPPORTASSETINFO - added sub-tag DEPLOYURL to return the virtual
directory (server-relative URL) used to access the deployed node.

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Developer Experience (6/6)
Connect via APIs or accomplish tasks via programming in Extended ECM

Two scripting languages (WebReports and OScript) in combination with various APIs (REST, SOAP, CMIS) provide extensibility. CMIS, CS SDK,
and WebReports are part of Extended ECM only.

Release REST API WebReports OScript

CE 23.4 • The "OScript -> Unit Test" preferences has introduced a feature called the "Show OUnit view when unit tests are
run" option. This option,mirrored in the Preference page, helps when OUnit is not open and the user has not
configured the view to show test execution.
• The "OScript -> Unit Test" preferences has introduced a feature called the "Number of unit tests to group into a
single execution" option. Entering a number here will result in CSIDE dividing or chunking unit test executions
into discrete batches.
• All "run unit test options" now have a "calculate test coverage" option. Selecting this option results in CSIDE
recording the invocation of any functions that exist in the workspace or OScript explorer. Once tests have been
executed the coverage report view is displayed.
CE 24.1 • Users can retrieve custom columns and sort order
through the REST API.
• New REST API to fetch multiple nodes enables
developers can pass an arbitrary list of nodes and
return them allowing for bulk node requests.
• CSIDE provides integration with Content Server's
profiler. New functionality exists that allows
developers to start and stop the profiler, as well as
view/interpret the data that the profiler generates
more easily.

CE 24.2 • A command line utility is provided in the Content

Server SDK that allows OLL files to be digitally
signed.

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