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Extended ECM CE 23.1 Release Notes

The OpenText Extended ECM CE 23.1 release notes detail the new features, enhancements, and deployment options available as of February 28, 2023. Key updates include simplified software delivery, improved document management capabilities, and enhanced integration with Microsoft Office 365 and SAP solutions. The release also introduces new licensing models and various improvements in user experience and system functionality.
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0% found this document useful (0 votes)
22 views60 pages

Extended ECM CE 23.1 Release Notes

The OpenText Extended ECM CE 23.1 release notes detail the new features, enhancements, and deployment options available as of February 28, 2023. Key updates include simplified software delivery, improved document management capabilities, and enhanced integration with Microsoft Office 365 and SAP solutions. The release also introduces new licensing models and various improvements in user experience and system functionality.
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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OpenText™ Extended ECM CE 23.

Release Notes

Product Released: 2023-02-28


1 Introduction
These Release Notes provide an overview of Extended ECM 23.1, including new features, delivery
information, and supported platforms.

OpenText recommends that you read these Release Notes in conjunction with the documentation
included with the software package. If any conflicts exist, the Release Notes supersede the other
documentation.

We also recommend that you check OpenText My Support for any patches or documentation updates
that may have been posted after the initial release of this product.

1.1 Release Notes revision history


Revision date Sections revised Description of revisions

2022-02-28 First release All new content

Corrected SAP S/4HANA product names.

5.6 SAP Business Suite Added differentiation for SAP customers and
2023-07-10 and SAP S/4HANA support for SAP S/4HANA 2022.
compatibility
Corrected limitation for the support of SAP
S/4HANA Cloud Public Edition.

5.6 SAP Business Suite


2023-10-25 and SAP S/4HANA Added S/4HANA 2023 support
compatibility

2 About Extended ECM 23.1


This section provides an overview of Extended ECM 23.1.

The product family of Extended ECM is a leading Enterprise Content Management (ECM) system,
managing the information lifecycle across the enterprise, from capture to archiving and disposition.

It can be integrated into various business applications such as SAP S/4HANA, SAP SuccessFactors,
or Salesforce, has deep integration into the Microsoft 365 collaboration suite and supports many
different business processes with out-of-the-box Business Scenarios as well as tailor-made
applications that can be developed or customized with Extended ECM.

Extended ECM offers different deployment options, ranging from installation directly on physical
hardware, virtual machines to modern, cloud-native deployments using Docker images and Helm
charts on Kubernetes platforms such as Microsoft Azure, Google Cloud Platform, and AWS.

OpenText Extended ECM (Private Cloud) is the equivalent private cloud service offering which can be
considered as an alternative to customer-managed deployments.

The release notes cover the entire family of Extended ECM products including:

2 Extended ECM 23.1 Release Notes


• OpenText™ Content Suite Platform
• OpenText™ Extended ECM Platform
• OpenText™ Extended ECM for Microsoft® Office 365™
• OpenText™ Extended ECM for SAP® Solutions
• OpenText™ Extended ECM for SAP® SuccessFactors
• OpenText™ Extended ECM for Salesforce®
• OpenText™ Extended ECM for Engineering
• OpenText™ Extended ECM for Government

SAP customers: The release notes cover following SAP products:

• SAP Extended Enterprise Content Management by OpenText


• SAP SuccessFactors Extended Enterprise Content Management by OpenText
• SAP Extended Enterprise Content Management by OpenText for Microsoft Office 365
• SAP Extended Enterprise Content Management for Government by OpenText
• SAP Extended Enterprise Content Management by OpenText, add-on for capital projects and
operations

Kubernetes deployment is not available for SAP customers. OpenText™ Extended ECM for
Salesforce® is not available for SAP customers, unless the customer purchases separate Extended
ECM for Salesforce® subscription from OpenText.

2.1 Simplified software delivery


With the Extended ECM CE 23.1 release, we have simplified software delivery and installation. What
was previously installed separately has been consolidated for Content Server. Independently, whether
you have licensed Content Server, Content Suite Platform, Extended ECM Platform, Extended ECM
for Microsoft Office 365, Extended ECM for SAP Solutions, Extended ECM for SAP SuccessFactors,
Extended ECM for Salesforce, Extended ECM for Engineering, or Extended ECM for Government,
you get the same Content Server.

Content Server combines related products, modules, and components in one installable software
package. There is no need to identify, check compatibility, check availability, and install modules
individually.

By consolidating and simplifying our Content Server delivery, we will provide a clearer view of all the
capabilities and opportunities Extended ECM can bring to you and your business.

You will find these capabilities as structural elements in this Release Notes document, as well as in
the documentation. For more information, see Documentation

What has changed for you? After installing Extended ECM – or upgrading your system to CE 23.1 –
your installation is a complete Extended ECM system. For a complete list of components see
Packaging and downloads

What does it mean for your license agreements?

Your license agreements and license keys will determine the allowed use of the software. Additional
functionality may be accessible to you. However, your license agreement with OpenText remains

Extended ECM 23.1 Release Notes 3


applicable and you are eligible to use only the features that are part of your license plan. For more
information, see Note on the End User License Agreement.

2.2 License Enforcement


The Extended ECM X-Plan licenses are available for all new customers and existing customers who
wish to switch.

Upgrading from a legacy license model to the Extended ECM X-Plans requires a new contract and
therefore cannot be carried out automatically. It requires manual steps after the license has been
changed.

The Extended ECM X-Plan license enforcement prevents compliance issues like overuse or
unentitled use. Because Extended ECM checks the license of every use upon sign in, it is not
possible to sign in to the system without at least an X1 license.

The Extended ECM X-Plans license key clearly shows the type of X-Plan and the number of
purchased named users. Users in groups or partitions need to be allocated to a license type. Upon
first sign in, each named user is counted against the purchased number of licenses. If that number is
used up, no additional new users can sign in. The license counters and their usage can be monitored
in OTDS.

2.3 Major new features and enhancement highlights

Note
SAP customers: Kubernetes deployment is not available for SAP customers.
OpenText™ Extended ECM for Salesforce® is not available for SAP customers.

Extended ECM 23.1 includes new features for the following capabilities:

Document Management and Smart View


• Recycle Bin: Introduced Recycle Bin features into Smart View. This includes the ability to browse
and recover deleted content.
For more information, see Extended ECM Smart View User Guide.
• Lockable Versions: Using Smart View users can reserve versions of Documents.

For more information, see Extended ECM Smart View User Guide.
• System Messages: Introduced system messages in Smart View. Multiple system messages are
displayed at sign-in time and are configured by administrators.

• Language Settings: Enabled users to set or switch their language and metadata language
settings from their user profile, which is accessible from Smart View.
For more information, see Extended ECM Smart View User Guide.

• Responsive Browse: Extended ECM containers can automatically reload content when other
users interact with the system, ensuring that the latest data is always available to users.

4 Extended ECM 23.1 Release Notes


• Wiki: Added spell checking capabilities in the Wiki text editor. Changed the permission model so
that users without Edit permission can set the main page.
• Extended ECM Mobile App: Added comment/forward/delegate/inquire support on all AppWorks
assignments as part of the Add-On Government. Improved the scan and upload feature for the
iOS version of the App. Improved security features such as code obfuscation and preventing
background screen capture.
• Email Handling: Added support to view emails using Intelligent Viewing. Improved the column
ordering in Email Folders in Smart View to match Classic View configurations.

• Value String Matching: Searching against Categories is supported in the UI. Users no longer
need to write complex queries to apply entire value match to Category Attributes.
• Search Pattern Matching: Users no longer need to manually switch to complex query. Detection
of pattern in the full text field will automatically trigger the switch to the complex query mode.
• Search Pattern Matching: Added an administration page to configure search pattern matching.
Previously this had to be done through editing a configuration file on disk. For more information,
see Search Pattern Matching.

Business Workspaces
• Improved Business Workspace visual design: For a better user experience, the Workspace
Perspective in the Smart View Web UX and in integration scenarios will use the full width and
height.

• Improved handling for reference Attributes: Regenerate reference Attributes when multiple
Categories with text reference Attributes are added to the Business Workspace in Classic View.
For more information, see Business Workspaces Configuration Guide.
• Workspace name based on user information: Use username instead of user ID, first name and
last name when creating a Business Workspace from a User Field Attribute.
For more information, see Business Workspaces Configuration Guide.
• Improved auditing for changed roles: Audit for roles shows which user was added or removed
from a Business Workspace role.
For more information, see Content Server Administration: OpenText Content Server.
• Improved transport for custom columns: Transport Business Workspace Perspectives with
two custom columns used in one field of the Related Workspaces tile. To make use of this feature,
the Business Workspace Perspective must be repackaged in a transport.
For more information, see Widget Configuration Guide: OpenText Content Server.

Viewing and transformation


2.3.3.1 Complimentary

• Annotation Indicator: An indicator will be displayed on the Workspace to alert users that an
annotation exists on a Document.
• Searchable Annotations: Annotation content can be found using Extended ECM Search.
For more information, see Intelligent Viewing User Guide: OpenText Extended ECM.

Extended ECM 23.1 Release Notes 5


2.3.3.2 Premium

• Multi-File View with Business Workspaces: Business Workspace containers can be selected
for viewing child-content in a single viewing session.
For more information, see Intelligent Viewing User Guide: OpenText Extended ECM.

Document 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.
For more information, see Extended ECM Platform Integration Guide: Mapping Business
Properties to Category attributes.
• 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.
• Security Enhancements: For increased security, Extended ECM PowerDocs Tomcat database
credentials can be encrypted on file level.
For more information, see OpenText Extended ECM PowerDocs: Server Installation Guide.

• Workspace integration – Dynamic Tables: Document designs often include tables with a
dynamic number of line items. Line items are filled with data from Business Workspaces set
attributes to, for example, generate invoices or contracts with meaningful data.
For more information, see Extended ECM Platform Integration Guide.

Integration with Microsoft Office 365


2.3.5.1 Microsoft Teams

• Name Conflict in Teams Integration: Improved name handling when conflict occurs during
synchronization of content between Teams and Extended ECM.

2.3.5.2 Enterprise Connect and Office Editor

• Support Office Editor with Edge in SAP GUI: Support editing of documents using Office Editor
from embedded Extended ECM in SAP GUI 7.7 for Windows when the SAP GUI is configured to
use Edge (based on Chromium) browser controls. For information on how to enable Office Editor
with Edge in SAP GUI, see Knowledge Base article KB0783668.
• Preview Button: Administrators can hide the Preview button in Enterprise Connect for all users
by default. For more information, see the Enterprise Connect Installation Guide.
• Progress dialog box: Disable the Cancel button in the Progress dialog box when only one item
or the last item from a set of documents is being processed during a drag and drop operation in
Enterprise Connect.
• Recent Business Workspaces node: Added a Recent Business Workspaces node in Enterprise
Connect to display a list of recently created or updated Business Workspaces by the user for easy

6 Extended ECM 23.1 Release Notes


filing of documents and emails in these Business Workspaces. The node will also be available in
Microsoft Applications including Outlook, Word, PowerPoint, and Excel using Enterprise Connect.

Workflow and automation


• Event Bots: A new event has been added to indicate when a Business Workspace has been
created. With the Generate Documents bot you can automate document generation with
Extended ECM PowerDocs.
• CRAM_MD5 Support: eLink and Notifications support CRAM_MD5 as an authentication method
when connecting to mail servers.
• WebReports Smart Style Simplified Browse Reportview: Provides a preconfigured
WebReport with a header to customize a report title, descriptive text, image, a browse list with
basic actions and custom columns. Point to a data source such as search query or LiveReport to
complete the WebReport. For more information, see WebReports User Guide.
• WebReport Reportviews are sorted by type with drop-down menus for each type to make it
easier to select a Reportview. For more information, see WebReports User Guide.
• WebReports Data Sources display as a drop-down list on the Source tab.
• WebReports FTP Source and Output destinations are disabled by default. For more
information, see WebReports User Guide - Changing Data Sources and WebReports User Guide
- FTP Source.
• WebReport REMINDERACTION tag provides the ability to add, update, and delete reminders
against the node returned from the main tag. For more information, see the Access the Dynamic
Tag Guide.

Information governance and protection


• RSI Retention Schedule in Smart View: The Records Series Identifier (RSI) retention schedule
widget can be added to a landing page and expanded to view a list of RSIs. From the RSI action
menu, view the stages of the RSI and items assigned to the RSI.
Note: RSIs in 23.1 have basic viewing and properties editing capabilities. Creating and editing
RSI schedules are planned for future releases. For more information, see RSIs, RSI Schedules
and Dispositions.
• Records Management table maintenance codes: The following Records Management table
maintenance codes can be created in Smart View from their various fields:
• RM Status code from the managed item's Add\Properties page.
• RM codes from the "Update record metadata".
• RM Storage Medium code from the managed item's Add\Properties page.
• RM Accession code from the managed item's Add\Properties page.

• RM Essential code from the managed item's Add\Properties page.


• RM Hold Type code from the Hold's Add\Properties page.

Extended ECM 23.1 Release Notes 7


For more information, see Create records management codes.

• Physical Objects table maintenance codes: The following Physical Object table maintenance
codes can be created in Smart View from their various fields:
• Location code from the Physical Item's Add\Properties page and from the Physical Item's
Circulation - Borrow & Return.
• Reference Rate code from the Physical Item's Add\Properties page.
• Locator Type code from the Physical Item's Add\Properties page.

• Request Type code from the Physical Item's Circulation – Request.


• Recurrence code from the Physical Item's Circulation – Request.
• Custodian Site code from the Add: Location window.

For more information, see Create physical item codes.

Enterprise Application Integration


2.3.8.1 SAP S/4HANA & SAP CX

• Improve support for authentication with assertion tickets (level 3): Introduced a way to
distribute the WSDLs without any additional manual editing by a developer.
For more information, see OpenText Extended ECM for SAP Solutions: Installation and Upgrade
Guide.
• Support document-based approval processes in SAP S/4HANA: Users can view documents
of Business Workspaces in corresponding items in the SAP Fiori My Inbox as described in the
knowledge-based article.
For more information, see KB0594776.
• Migration utility in Extended ECM for SAP: As part of the discontinuation of Imaging Reviews
and Notes module, added a utility that migrates notes and annotations to be directly accessible
using Extended ECM Imaging Viewers configurations.
For more information, see the Integrating Viewers section in OpenText Extended ECM for SAP
Solutions: Customizing Guide.

2.3.8.2 SAP SuccessFactors

• Global Template Configuration is transportable using Transport Warehouse: Business


administrators can easily transport the global template configuration between systems.
For more information, see OpenText Extended ECM for SAP SuccessFactors: Customizing
Guide.
• SAP SuccessFactors event “End Global Assignment” support: Global assignments are a key
HR process within SuccessFactors. In order to automate processes such as creating a document,
the event has been added to the event library.
For more information, see OpenText Extended ECM for SAP SuccessFactors: Customizing
Guide.
• Managers and Employees can generate documents: To increase self-service capabilities,
managers and employees can generate documents from within the Workspace.

8 Extended ECM 23.1 Release Notes


For more information, see OpenText Extended ECM for SAP SuccessFactors: Customizing
Guide.
• Extended ECM Bots integration into SAP SuccessFactors supports OAuth authentication:
In order to increase security, the integration into SAP Integration Center supports OAuth when
sending events to Extended ECM Bots.
For more information, see OpenText Extended ECM for SAP SuccessFactors: Customizing
Guide.
• Granular permission assignment on Candidate Workspaces: For global rollouts of SAP
SuccessFactors Recruiting module, business administrators can synchronize job requisition
permissions of the recruiter, the recruiter team, and the hiring manager to Workspaces to allow
access.
For more information, see OpenText Extended ECM for SAP SuccessFactors: Customizing
Guide.
• File Upload widget support for SAP SuccessFactors Homepage Tile: For self-service and
quick upload of documents to an Employee Workspace, business administrators can add the File
Upload widget to the SAP SuccessFactors homepage.
For more information, see OpenText Extended ECM for SAP SuccessFactors: Customizing
Guide.
• Revoking of Extended ECM X2 HR license in OTDS: There is a constant change in a workforce
as employees join or leave the company. A scheduled processing job is available to automatically
revoke a X2 HR license from inactive users within OTDS and therefore free up seats that are
available to new employees.
For more information, see OpenText Extended ECM for SAP SuccessFactors: Customizing
Guide.

2.3.8.3 Salesforce

• Customer Feedback: Added a button in the Extended ECM for Salesforce Admin Center which
guides users to the location on AppExchange where they can share their experiences working
with Extended ECM for Salesforce with the community. This customer feedback function is
currently only available for Extended ECM for Salesforce administrators.
• Added a Content Synchronization Rule Mismatch Queue: The mismatch queue assists the
administrator to set up complex rules to identify any attachment not matching an active rule and
are therefore not migrated to Extended ECM. The queue also allows the administrator to select
individual attachments or the entire queue of attachments for reprocessing. For more information,
see OpenText Extended ECM for Salesforce: Customization Guide.

External sharing and collaboration


2.3.9.1 Integration with Core Share

• Single Sign-on Authentication with Extended ECM: 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.

For more information on setting up Authentication Endpoint URL, see Content Sharing
Administrative Guide.

Extended ECM 23.1 Release Notes 9


For more information on additional parameters of Authentication Endpoint URL, see Core Share
Administrative Guide.

System administration and operations


• Multi-process Mode: Content Server multi-process mode is enabled by default for new installs.
The multi-process mode enables a better overview of high-level resource usage, allows the
operating system to better manage the CPU assignment, and makes it easier to recover from a
failed server worker. Multi-process mode has a slightly bigger memory footprint compared with
the existing single process mode. Administrators can disable it by adding or editing the setting in
the general section of the opentext.ini file: EnableMultiProcessMode=FALSE.
• Enhanced connect logs: Includes the location of the code in the connect log entries when an
API is accessed.
• Audit enhancement: Includes more detailed information for sub-items when purged using their
parent container.
• Process monitoring API compatible with Prometheus: Provides an API that returns basic
information about the processes within the product. This API is compatible with Prometheus and
can be leveraged to monitor system status in the cloud.

• Thumbnail ingestion moves to a dedicated agent to improve performance.


• System Search Templates: Enable business administrators to manage System Search
Templates. A separate location is created to host system search templates and business
administrators have the proper permission to manage them. For more information, see System
Search Templates.
• Search Regions: Enable business administrators to manage Search Regions. For more
information, see Configuring Index Regions.
• Database Upgrade: Added a pre-check to ensure that the proper compatibility level is set for
SQL Server. During database upgrade, the system checks the compatibility level of SQL Server
and an error is returned if the level is lower than 130.

Developer
• 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). For more
details refer to ContentServerSDK Offline documentation
• 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).
For more details refer to ContentServerSDK Offline documentation

10 Extended ECM 23.1 Release Notes


Kubernetes deployment (Extended ECM Helm charts)
• Content Server Applications: Ability to deploy and update Content Server Applications as part
of the Extended ECM Helm charts and container automation. For more information, see Content
Server Applications.

• Kubernetes Secrets: The Helm charts uses an existing Kubernetes Secret file by default. If you
have an existing secrets file in your deployment, replace the otxecm-default-secrets value
in the <platform>.yaml file with the existing secret name. If you do not have a secret file, a
default secret with the name otxecm-default-secret will be created based on the value from
the “masterPassword” parameter.
• Content Server Memcached: The Memcached servers can be manually specified across
Content Server instances. By default, it maintains a minimum of three Memcached servers with
256 MB of memory each, auto-balanced across Admin Servers.
• Content Server Syndication: The Helm charts and automation is capable of enabling and
performing basic configuration for the Content Server Syndication feature. For more information,
see Content Server Syndication.

Add-On Engineering
• Maintain Document Distribution Matrix: Simplified maintenance of the existing Document
Distribution Matrices through newly added actions - Duplicate, Edit, Activate, Deactivate and
Purge.
• Support Greenfield Project: Allow documents to be controlled from within Project Workspaces in
addition to Master document Workspaces.
• Enhanced Project Revision Segment: Enhanced the Project Revision Segment to
accommodate the Numeric Revision Scheme.

Add-On Government
• Integration of Intelligent Viewing: Added support for printing eFiles and eCases using
Intelligent Viewing. See Extended ECM for Government guide.
• Add to eCase: File content from Inboxes to eCases, and now also to eFiles, and Folders. See
Extended ECM for Government guide.
• Inbox: Added support for dragging and dropping content into the Inbox (tab documents). See
Extended ECM for Government guide.
• XDOMEA: As part of compliance with XDOMEA specification, added support for messages 0504,
0505, and 0506. See Extended ECM for Government guide.
• Proxy users and Dynamic Workflows: Proxy users cannot see privately marked tasks in the
Inbox.

• Dynamic Workflows and attached content: New attachment widget improves usability and
focuses on relevant functionality. Users with sufficient privileges can change document roles, add
documents, view documents, view properties, download documents, and add new versions to
existing documents.
• Tasks: Shows completed dynamic workflow tasks in My Contributions.

Extended ECM 23.1 Release Notes 11


• Predefined Dynamic Workflows: Added support to initiate predefined Dynamic Workflows from
the Inbox.
• Dynamic workflow and escalations: Configure a deadline and define escalation notifications
directly for the task based on due date or for tasks that are not clamed or abandoned.
• Extended ECM Mobile App and Inbox: Documents can be forwarded to users and groups and
then be filed to eFiles, eCases, or Folders.
• Extended ECM Mobile App and Dynamic Workflows: Documents attached to tasks can be
edited when content permissions are granted.

• Dynamic Workflow and email notifications: AppWorks Platform supports email notifications.
Email notifications can be configure based on workflow metadata.
• Dynamic Workflow and sharing: The Workflow Template can be shared with users and groups.
When the Dynamic Workflow is started, only users with privileges are able to select the Workflow
Template.
• Dynamic workflow and inactive users: Administrators can search for inactive users and
reassign the Workflow initiator and tasks.

2.4 Discontinued and deprecated features


When software components of Extended ECM are reaching the end of their lifecycle, OpenText is
taking a phased approach.

In a first step, features are marked as deprecated to make customers aware of upcoming changes.
Deprecated features should not be used in new implementations. The functionality is yet not removed
from the software, but customers are encouraged to consider alternatives to prepare for a future
change. Deprecated features remain in this state for several updates, providing the opportunity to
plan and adapt.

After a certain period, functionality is officially discontinued. It is removed from the product and certain
cross-product compatibility is no longer maintained. OpenText offers either automatic conversion to
newer functionality, or if not possible for technical or commercial reasons, gives advance notice by
announcing the deprecation of the feature in the Release Notes.

Discontinued
• Legacy Print controls with Internet Explorer: Starting with version 22.4, Enterprise Connect
and Office Editor no longer use Internet Explorer for any of its functionality. Therefore, legacy print
control or printing using Office Editor with Internet Explorer has been removed from the Office
Editor administration setting.

• Binders and Cases object types: Have been discontinued starting with version 22.4. They have
been replaced by Business Workspaces and were no longer recommended for new
implementations since 2017 (release 16.2.0). Customers need to convert existing Binders and
Cases into Business Workspaces using the migration utilities available with Extended ECM. For
more information, see Knowledge Base Article.

12 Extended ECM 23.1 Release Notes


• Old SAPUI5 components: Starting with 22.4, both SAPUI5 components without the Create and
Complete function for Business Workspace creation are discontinued. They have been replaced
by newer components in 20.2. For more information, review Extended ECM for SAP Solutions -
SDK and API documentation.pdf.

• Engineering Workspace rule has been dropped from the Perspective Manager. OpenText
recommends that you use the Workspace Template rule while creating Perspectives.

• Imaging Reviews and Notes: Has been discontinued as of CE 23.1. It should not be used for
any new deployments. As part of the discontinuation, added a utility that migrates notes and
annotations to be directly accessible using Extended ECM Imaging Viewers configurations for the
ArchiveLink documents, which can be used for existing deployments.

• Smart View light theme CSS file: Smart View light theme CSS file (/img/csui/themes/
light/overrides.css), which provides the CSS styles for light theme, is discontinued in Extended
ECM 23.1.

Deprecated
The following features are deprecated and will be discontinued in the future:

• Remote Cache: Is deprecated and should not be used for new installations. Syndication should
be explored as a replacement.
• Server platforms and databases:
• Windows Server: Windows 2012 support is deprecated as of 22.1.
• Windows Server: Windows 2016 will be deprecated as of 23.2.
• Web Server: Tomcat 8.5 will be deprecated as of 23.2.
• Application Server: Tomcat 8.5 will be deprecated as of 23.2.
• Apache HTTP Server 2.4x is deprecated.
• SQL Server Clients prior to version 17 are deprecated as of 22.2.
• Oracle Enterprise Database 12.2.0.1 is deprecated as of 22.4.
• SQL Server 2016 is deprecated as of 22.4.
• SQL Server Clients prior to version 18 will be deprecated as of 22.4.
• PostgreSQL 11 will be deprecated as of 23.3.
• Azure Database for PostgreSQL Single Server is deprecated as of 22.4, and it is replaced by
Azure Database for PostgreSQL - Flexible Server.
• Tomcat 9 support will be discontinued and replaced with Tomcat 10. This transition is
expected in the 23.2 update, but Archive Center will continue to support Tomcat 9 and will
move to Tomcat in the future.
• Linux 7 support will be deprecated from 23.4.
• Project and Community object types have been replaced by Business Workspaces and are no
longer recommended for new implementations. OpenText is planning to discontinue these object
types in the fourth quarter of 2023 (release CE 23.4) and is recommending converting existing
Projects and Communities into Business Workspaces using the migration utilities available with
Extended ECM.

Extended ECM 23.1 Release Notes 13


• Business Workspaces: The Import Configuration for Workspace Types, Unique Names, and
Business Object Types with an XML file has been deprecated since CE 21.4. As an alternative
use the Transport Warehouse.

• My Mailbox: This feature has been deprecated. The feature can be enabled but it will be
removed from Extended ECM in a future release.

• Content Web Services: This feature has been deprecated as of CE 22.4. Content Web Services
is no longer recommended for new implementations and existing implementations should
leverage the REST API infrastructure.

• Tempo Box support: CE 22.4 is the last update that will have the ability to support Tempo Box
integration.

2.4.2.1 Enterprise Application Integration – SAP

• Business Object Browser: Starting with CE 22.4, OpenText Business Object Browser is
deprecated and should not be used for new installations. Instead, you can create SAP Fiori
element apps based on metadata and annotations of OData services and place the Fiori UI
component for Business Workspaces or Business Documents inside these generated Fiori
element apps.

2.4.2.2 Enterprise Application Integration - Salesforce

Salesforce Federated Search (SFFS) application support

As announced in previous release notes, the Salesforce Federated Search (SFFS) application has
been removed from the product. During the provided transition period limited product support is
available until the fourth quarter of 2023 (release 23.4). Customers who wish to continue using
Salesforce Federated Search are advised to consult the respective product documentation and
should make the necessary arrangements to update their configuration.

Extended ECM for Salesforce App support of Salesforce Classic UI

OpenText Extended ECM applications running in the Salesforce Classic user interface have been
retired as of October 31, 2022 and will no longer be supported. Additional capabilities and feature
configuration will only be available in the Extended ECM by OpenText Lightning application going
forward. If you are using Salesforce Classic, you will need to switch to Salesforce Lightning mode to
make configuration changes in the new Extended ECM by OpenText Lightning application. For more
information about making the switch to Salesforce Lightning, please visit
https://help.salesforce.com/s/articleView?id=000317946&type=1.

2.4.2.3 Enterprise Application Integration - SAP SuccessFactors

Document Self Service widget/Upload widget: Starting with release CE 22.2, this widget is
deprecated and is replaced by the File Upload widget in the platform. To avoid confusion the Upload
widget has been renamed to the Self Service widget.

SAP SuccessFactors Workspace Creation/Update (starting with CE 22.1): The previous job for
creating/updating Workspaces provided by versions CE 21.4 and earlier is deprecated and is no

14 Extended ECM 23.1 Release Notes


longer being enhanced. Existing jobs of this type will continue to work but this feature will be
discontinued in future updates. For more information, see Customizing Guide: Migrating from
deprecated Workspace Creation/Update job to Central Workspace Creation/Update job.

Document Generation for Candidates (starting with CE 22.1): Document Generation for
candidates using the Employee Workspaces widget is no longer recommended. It is recommended
that you use the new Document Generation action from the Documents tab. For more information,
see User Guide: Creating documents in the Documents tab.

SAP SuccessFactors authentication change: By November 2023, SAP is going to enforce the use
of OAuth for integrations. Customers can only use the Central Workspace Update/Creation Job after
this date. In case the previous job for creating/updating Workspaces has been used, the migration
needs to be completed by this date. Extended ECM CE 21.4 or earlier will stop functioning in this
scenario.

2.4.2.4 System administration and operations

Owner ID: Setting is deprecated as of CE 20.4.

Tomcat: Tomcat 9 support will be discontinued and replaced with Tomcat 10. This transition is
expected in the 23.2 update.

2.4.2.5 Developer

OSX Export: Functionality is deprecated and will be removed in a future release of CSIDE.

Old auto format feature: With CSIDE 16.2.8 a new implementation of the OScript Auto Format
feature was introduced while retaining the possibility to switch to the old implementation using a
Preferences switch. With the 23.2 update the "old" auto format implementation will be removed from
the CSIDE code base along with the Preference switch. Starting with CSIDE 23.2 the "new" auto
format implementation will be the only OScript auto format option.

2.4.2.6 Extended ECM for Government

Freeze functionality deprecated: Freeze is covered by Closure (Z.d.A.) and for that reason will be
deprecated. Freeze will no longer be available on Documents or Workspaces.

2.4.2.7 Interactive Correspondence for Content Server

Interactive Correspondence for Content Server (ICCS), the Content Server module which provides
document generation with Exstream, is now deprecated. As the alternative, use Extended ECM
PowerDocs, which is the fully integrated method for document generation. OpenText intends to
discontinue ICCS by early 2025.

3 Packaging and downloads


Extended ECM can be deployed in different ways:

• Deployment using Docker images on Kubernetes platforms.


• Deployment using OpenText System Center Manager.
• Deployment using individual installers available on OpenText My Support.

Extended ECM 23.1 Release Notes 15


SAP customers: SAP customers download Extended ECM CE 22.4 from the SAP Software
Download Center of the SAP Support Portal. At the SAP Software Download Center, the software is
listed under SAP EXTENDED ECM BY OT 22.4, EGOVERNMENT BY OPENTEXT 22.4, XECM 22.4
WITH SFSF OP BY OT, SAP XECM FOR ENGG 22.4 BY OT, XECM FOR OFFICE 365 CLD 22.4. A
temporary license key is provided on the SAP Support Portal under the name “Content Server
License Key”.

3.1 Docker images on Kubernetes platforms


Extended ECM is cloud native and deployed using Helm charts on any of the supported Kubernetes
platforms. See 5.3 Kubernetes for the complete list.

Note
SAP customers: Note that the deployment using Docker images on Kubernetes
is not available for SAP customers.

The Extended ECM Helm charts are available in the OpenText Helm charts registry and can be
obtained by running the following commands in the terminal:

helm repo add opentext https://registry.opentext.com/helm --username <user> --password <pass>


helm repo update
helm pull opentext/otxecm --version=<version>

In addition, the Helm charts are available for download at OpenText My Support, where you will also
find the OpenText Extended ECM – Cloud Deployment Guide, which describes how to use
Kubernetes and Helm to deploy Extended ECM Docker images on the supported Kubernetes
platforms.

The required Docker images used by the Extended ECM Helm charts are published at the OpenText
Docker container registry: registry.opentext.com. The Helm charts are already configured to use this
registry address by default.

docker login registry.opentext.com -u <my_support_username> -p <password>


docker pull registry.opentext.com/otxecm:<version>
In the following table you will find all the Docker images which are used by the Extended ECM Helm
charts.

Docker image name Component Notes


Used for all Extended ECM
otxecm Extended ECM
family product.
otac Archive Center
otds-server Directory Services
otiv-amqp Intelligent Viewing – AMQP
otiv-asset Intelligent Viewing – Asset
otiv-config Intelligent Viewing – Config

16 Extended ECM 23.1 Release Notes


Docker image name Component Notes
otiv-init-otds Intelligent Viewing – OTDS Init
otiv-highlight Intelligent Viewing – Highlight
otiv-markup Intelligent Viewing – Markup
otiv-publication Intelligent Viewing – Publication
otiv-publisher Intelligent Viewing – Publisher
otiv-viewer Intelligent Viewing – Viewer
otpd Extended ECM PowerDocs

In addition, the following Docker images are used by the AppWorks Gateway Helm charts.

Docker image name Component Notes


otawg AppWorks Gateway
otawg-init AppWorks Gateway
otawg-pg-init AppWorks Gateway
otawg-csmobile-init Content Server Mobile

3.2 Downloads using System Center


System Center provides capabilities to download Extended ECM and automate the deployment
process using Execution Plans. System Center is a complete solution where you can do the following:

• Find information about products.


• Download and install the software.
• Automate the deployment process.
• Maintain the application.
• Apply patches and updates.

For more information about System Center, see the product page at OpenText My Support.

Extended ECM 23.1 Release Notes 17


Note
As of version 23.1, new versions of the following products are no longer being
released. If you are entitled to these products, you can move to version 23.1 by
obtaining Extended ECM 23.1 from the System Center Manager Library and
applying the update to your current installation.
• Extended ECM for Engineering
• Extended ECM for Government
• Extended ECM for Microsoft Office 365
• Extended ECM for Salesforce
• Extended ECM for SAP SuccessFactors
• Extended ECM for SAP Solutions
• Extended ECM Platform
• Content Server Mobile

3.3 Downloads using OpenText My Support


Downloads for Extended ECM are available on My Support.

Downloads on My Documentation on My Note


Product
Support Support
Content Server, Content Server Content Server Documentation
Content Server Downloads
SDKs, Extended
ECM Mobile
Microapp,
Content Server Language Packs
Business
Language Downloads
Scenarios
Packs
Directory Directory Services Directory Services
Services Downloads Documentation
AppWorks AppWorks Gateway AppWorks Gateway
Gateway Downloads Documentation
Enterprise Enterprise Connect Enterprise Connect Ensure that
Connect and Downloads Documentation Microsoft Edge
Office Editor Office Editor Office Editor Documentation WebView2 Runtime
Downloads is available as a per-
machine install on
the client before
installing Enterprise
Connect 23.1.
Microsoft 365 Microsoft 365 and Microsoft 365 and Information
Integration Information Protection Protection Documentation
Service and Downloads
Information

18 Extended ECM 23.1 Release Notes


Downloads on My Documentation on My Note
Product
Support Support
Protection
Module

Add-On for Office Online Broker Office Online Broker This will require the
Microsoft Office Downloads Documentation installation and
Online Server deployment of the
(Broker) Microsoft Office
Online Server on
your premises.
Contact your
account executive if
you want to
integrate your
Extended ECM with
Microsoft Office
Online Service.
SAP Add-On SAP Add-On
Packages Packages Downloads
Engineering Engineering Connect Engineering Connect
Connect Downloads Documentation

Archive Center Archive Center Archive Center Documentation


Downloads

Intelligent Intelligent Viewing Intelligent Viewing


Viewing Downloads Documentation

Document Document Pipelines Document Pipelines


Pipelines Downloads Documentation

PowerDocs PowerDocs Document Pipelines


Downloads Documentation

Imaging Imaging Enterprise


Enterprise Scan Scan Downloads

Solutions Solutions Registry


Registry Agent Agent Downloads

Monitoring Monitoring Agent


Agent Downloads

Extended ECM 23.1 Release Notes 19


Downloads on My Documentation on My Note
Product
Support Support
Imaging Viewers WebViewer
Downloads

Imaging Windows
Viewer Downloads

Imaging OutlookLink
Downloads

3.4 Components of Extended ECM

Note
License agreements and license keys will determine the permitted use of the
software. Some components such as various Extended ECM variants, Intelligent
Viewing, OpenText™ Email Cloud Archiving, CMIS Document Pipeline for
Archive Center, Document Pipeline for File Archiving, OpenText™ Document
Pipeline for SAP® Solutions, Document Pipeline for DocuLink, Add-on for
Microsoft™ Office Online, integration with Core Share, and Interview module are
included in the components of Extended ECM but are licensed separately.

The following table lists all components of Extended ECM 23.1 without license consideration. For a
list of functions included with each component, see Licensed Functionality.

Group Component Version Notes


Foundational System Center 23.1 Software Deployment
Server
Content Server 23.1 Content Management
Software
Directory Services 23.1 User Management
Archive Center 23.1 Storage Management
AppWorks Gateway 23.1 Mobile Management
Intelligent Viewing 23.1 New Viewing Service
Brava! Server Components 16.6.7 Content Suite Viewer
Special Integration to SAP Solutions 22.4 SAP Add-on packages
Server
Extended ECM for Salesforce 23.1 Salesforce AppExchange
Software
Extended ECM PowerDocs 23.1 Document Generation
Microsoft 365 Integration Service 23.1
Add-On for Microsoft Office Online 23.1 Note: This will require the
Server (Broker) installation and deployment
of the Microsoft Office
Online Server on your
premises. Contact your
account executive if you

20 Extended ECM 23.1 Release Notes


Group Component Version Notes
wish to integrate your on-
premises Extended ECM
with Microsoft Office Online
Service.
Remote Cache 16.2.10 Cache Service for remote
locations
Imaging Web Viewer 22.4 Viewing for SAP Solutions
Monitoring Agent
Information Protection 23.1 Integration with Azure
Administration Information Protection
(OScript module)
Client Enterprise Connect and Office 23.1 Windows Desktop
Software Editor Integration
Extended ECM Mobile App 23.1 App on Apple App Store /
Google Play Store
Imaging Enterprise Scan 22.2 Scan Solution
Document Pipelines 23.1 Document Ingestion
Administration Client 23.1 Archive Center
Administration
Imaging ExchangeLink 21.4 Exchange Integration for
SAP Solutions
Imaging OutlookLink 21.1 Outlook Integration for SAP
Solutions
Imaging Windows Viewer and 22.4 Viewing for SAP Solutions
DesktopLink
PowerDocs Content Designer 23.1 Document Generation
PowerDocs Client Document Generation
Developer Extended ECM SDK 23.1 OScript SDK and Smart
View SDK
Extended ECM CMIS 23.1 CMIS Interface
Extended ECM Web Services 23.1 Web Service Interface
Business Teamspaces 23.1
Scenarios
Projects 23.1
Agreements 23.1
Enterprise Asset Management 23.1
Real Estate Management 23.1
Pre- SuccessFactors 23.1
Configurations
Engineering 23.1

Extended ECM 23.1 Release Notes 21


3.5 Note on the End User License Agreement
Licensed functionality with Extended ECM X-Plans
Extended ECM X-Plans determine which functionality is licensed for the individual named users. This
applies to licenses purchased since CE 22.4.

Extended Content Server • WebReports **


ECM X1 • WebReports Extensions for Workflow **
• Object Importer **
• Object Importer RM Edition **
• Business Object Types **
• Document Types and Rules **
• Connection to Business Systems **
• Native Business Documents **
• Business Attachments **
• Scheduled Processing **
• Event Bots **
• UI Integration Widgets **
• Automatic Document Numbering **
• XML Workflow Extensions **
• Electronic Signatures **
• Controlled Viewing and Printing **

Remote Cache Full functionality **

Monitoring Agent Full functionality **


Extended ECM SDK Full functionality **
Extended ECM CMIS Full functionality **
Extended ECM Web Full functionality **
Services
Directory Services Full functionality **
Archive Center Functionality without Archive Center CMIS **
AppWorks Gateway Full functionality
Extended ECM Mobile Functionality according to product licensed
App
Enterprise Connect and Full functionality
Office Editor
Imaging Enterprise Scan Full functionality
Document Pipeline Full functionality
Intelligent Viewing Full functionality
(Basic)
Microsoft 365 Integration Full functionality **
Service

22 Extended ECM 23.1 Release Notes


Add-On for Microsoft Full functionality **
Office Online Server Note: This will require the installation and deployment of
(Broker) the Microsoft Office Online Server on your premises.
Information Protection Full functionality **
Administration
Business Scenario Full functionality
Teamspaces
Business Scenario Full functionality
Projects
Business Scenario Full functionality
Agreements
Business Scenario Real Full functionality
Estate Management
Extended All functionality of See above
ECM X2 Extended ECM X1
Intelligent Viewing Full functionality **
Premium
Integration to SAP Full functionality **
Solutions
Imaging Web Viewer Full functionality **
Imaging ExchangeLink Full functionality **
Imaging OutlookLink Full functionality **
Imaging Windows Viewer Full functionality **
and DesktopLink
Business Scenario Full functionality **
Enterprise Asset
Management
Business Scenario Real Full functionality **
Estate Management

Content Server Full functionality **


Salesforce Integration
Content Server Full functionality **
SuccessFactors
Integration
Pre-configuration Full functionality **
SuccessFactors
Extended ECM Full functionality **
PowerDocs
Extended See X2 Limited use for HR use cases, content can only be
ECM X2 stored in Business Workspaces of type “Employee” *
Human
Resources

Extended ECM 23.1 Release Notes 23


Add-on Content Server • Revision Control*
Engineering • State Flow Management*
• Transmittal Management*

Pre-configuration Full functionality *


Engineering
Add-on Government desktop Full functionality **
Government XDOMEA
Extended ECM Enabler License is limited to the use of the Dynamic Workflow *
for AppWorks
AppWorks Platform License is limited to the use of the Dynamic Workflow *

Capture Center Limited to 1 million pages per year and per contract **

Extended ECM for SAP Included in the SAP reseller product bundle only *
Solutions
Brava! CS Module Does not include CAD rendering *

Brava! Server Does not include CAD rendering *


Components
Blazon CS Module Full functionality *

Blazon Enterprise Server Full functionality *

Service Salesforce App Full functionality **


add-on
Pre-configuration Full functionality *
Salesforce
Service This is a OpenText hosted Office Online Broker that
add-on integrates Extended ECM with the Microsoft hosted
Office Office Online Service.
Online

Licensed functionality with Legacy License Models and SAP Reseller


Licenses
Users with Content Suite Platform or any Content Server license are entitled to the functionality of
Content Suite Platform. Users with any Extended ECM legacy licenses (not referred to as X-Plan) are
entitled to the functionality of Extended ECM Platform.

License Component Functionality


Content Suite Platform System Center Full functionality
Content Server • Document management
• Users, groups, and permissions
• Classifications
• Categories
• Custom Columns and Facets
• Records Management (including Security
Clearance and Physical Objects)

24 Extended ECM 23.1 Release Notes


License Component Functionality
• Search (simple and advanced, form
based)
• Workflow
• Smart View and Perspective
Management
• Business Workspaces (Business
Workspaces, Roles, Template
Management and Business
Relationships)
• Collaboration (Discussion, Activity Feeds,
Wikis)
• Notifications
• Office integration for editing
• Transport Warehouse

Directory Services Full functionality


Archive Center Functionality without Archive Center CMIS
AppWorks Gateway Full functionality
Extended ECM Mobile App Functionality according to product licensed
Brava! Server Components Content Suite Viewer
Enterprise Connect and Full functionality
Office Editor
Imaging Enterprise Scan Full functionality

Document Pipeline Full functionality

Business Scenario Full functionality


Teamspaces
Business Scenario Projects Full functionality

Business Scenario Full functionality


Agreements
Add-On for Microsoft Office Full functionality *
Online (Broker)
Extended ECM Content Server • WebReports *
Platform • WebReports Extensions for Workflow *
• Object Importer *
• Object Importer RM Edition *
• Business Object Types *
• Document Types and Rules *
• Connection to Business Systems *
• Native Business Documents *
• Business Attachments *
• Scheduled Processing *
• Event Bots*

Extended ECM 23.1 Release Notes 25


License Component Functionality
• UI Integration Widgets *
• Automatic Document Numbering *

Remote Cache Full functionality *

Monitoring Agent Full functionality *


Extended ECM SDK Full functionality *
Extended ECM CMIS Full functionality *
Extended ECM Web Full functionality *
Services
Extended ECM for Content Server Full functionality *
Salesforce
Salesforce App Full functionality *
Pre-configuration Full functionality *
Extended ECM for Microsoft 365 Integration Full functionality *
Microsoft Office 365 Service
Add-On for Microsoft Office Full functionality *
Online
Information Protection Full functionality *
Administration
Extended ECM for Content Server SAP Solutions Integration *
SAP Solutions
Integration to SAP Full functionality *
Solutions
Imaging Web Viewer Full functionality *
Imaging ExchangeLink Full functionality *
Imaging OutlookLink Full functionality *
Imaging Windows Viewer Full functionality *
and DesktopLink
Business Scenario Full functionality *
Enterprise Asset
Management
Extended ECM for Content Server SAP Success Factors Integration *
SAP SuccessFactors
Integration to SAP Limited use case HR *
Solutions
Extended ECM PowerDocs Full functionality *
Pre-configuration Full functionality *
SuccessFactors
Extended ECM for Extended ECM for Full functionality *
Government Government
• Government desktop
• XDOMEA

26 Extended ECM 23.1 Release Notes


License Component Functionality

Extended ECM Enabler for License is limited to the use of the Dynamic
AppWorks Workflow *

License is limited to the use of the Dynamic


AppWorks Platform
Workflow *

Limited to 1 million pages per year and per


Capture Center
contract *

Document Presentment for Limited to 100k transactions *


SAP Solutions
Document Presentment Limited to 100k transactions *
Live add-on for SAP
solutions

Extended ECM for SAP Included in the SAP reseller product bundle
Solutions only *

Brava! CS Module Does not include CAD rendering *

Brava! Server Components Does not include CAD rendering *

Blazon CS Module Full functionality *

Blazon Enterprise Server Full functionality *

Intelligent Viewing Full functionality **


Premium
Extended ECM for Content Server • Control Revision Tracking *
Engineering • Transmittal *
• CAD Manager *
• State Flow Management *

Intelligent Viewing Full functionality **


Premium
Pre-configuration Full functionality *
Engineering
XML Workflow Content Server Full functionality *
Extensions
Automatic Document Content Server Full functionality *
Numbering
Electronic Signatures Content Server Full functionality *
Controlled Viewing and Content Server Full functionality *
Printing

* Needs explicit activation or configuration. Feature is deployed, but not enabled or configured by
default. If your organization has licensed this feature, you are entitled to enable it.

** Feature is deployed but requires a license key.

Extended ECM 23.1 Release Notes 27


Details about activation and restrictions are described in the product documentation.

General
3.5.3.1 Usage of XML Workflow Extensions

Using XML Workflow Extensions requires XML Workflow Extensions licenses, Regulated Documents
licenses, or Extended ECM X-Plan licenses.

3.5.3.2 Usage of Electronic Signature

Using Electronic Signatures requires Electronic Signature licenses, Regulated Documents licenses, or
Extended ECM X-Plan licenses.

3.5.3.3 Usage of Controlled Viewing and Printing

Using Controlled Viewing and Printing requires Regulated Documents licenses or Extended ECM X-
Plan licenses.

3.5.3.4 Usage of Archive Center CMIS

Archive Center CMIS is not part of Content Suite Platform or Extended ECM licenses. Using Archive
Center CMIS requires additional licenses.

3.5.3.5 Usage of Searchable PDF DocTool

The Searchable PDF DocTool allows rendering of scanned documents to searchable PDF/A. The
DocTool usage is strictly restricted to scan pipelines together with Enterprise Scan, which means it is
only for documents manually scanned in with Enterprise Scan. Batch conversion of imported images
is expressively not a legitimate use of the software.

Content Suite Platform


3.5.4.1 Usage of WebReports

WebReports functionality is not included in Content Suite Platform licenses. Using WebReports
requires Extended ECM, WebReports, or Content Intelligence licenses.

WebReports is deployed but not enabled by default. If your organization has licensed Extended ECM,
WebReports, or Content Intelligence you are entitled to enable WebReports and confirm the number
of licensed seats for your organization.

3.5.4.2 Usage of Automatic Document Numbering and Table Key Lookup attributes

Automatic Document Numbering (ADN) and ADN Table Key Lookup attributes are not included in
Content Suite Platform licenses. Using Automatic Document Numbering and ADN Table Key Lookup
attributes require Extended ECM licenses.

3.5.4.3 Usage of Object Importer

Object Importer is not included in Content Suite Platform licenses. Using Object Importer requires
Extended ECM or Object Importer licenses.

28 Extended ECM 23.1 Release Notes


3.5.4.4 Usage of Remote Cache and Syndication

Remote Cache and Syndication are not included in Content Suite Platform licenses. Using Remote
Cache and Syndication require Extended ECM, Remote Cache, or Syndication licenses.

3.5.4.5 Usage of Content Server SDK

Content Server SDK is not included in Content Suite Platform licenses. Using Content Server SDK
requires Extended ECM or Content Server SDK licenses.

SAP S/4HANA
3.5.5.1 Usage of OpenText™ Fiori Business Object Browser for SAP Solutions

OpenText Fiori Business Object Browser for SAP Solutions includes two add-ons of OpenText Vendor
Invoice Management for SAP Solutions to implement custom Business Object Browser Fiori apps to
show SAP Business Objects and its data, browse Business Objects, and bring content into context by
integrating the Business Documents Fiori App and Business Workspace Fiori App of Extended ECM.
You are allowed to use the customizing options and enhancements described in the OpenText Vendor
Invoice Management for SAP Solutions Customizing Guide for Foundation. The following usages
need extra licenses for OpenText Vendor Invoice Management for SAP:

• Solutions specifically designed for preconfigured processes such as incoming sales orders,
purchase order/purchase requisition dashboard, or incoming delivery.
• OpenText Vendor Invoice Management for SAP Solutions for:
o Import
o Capture
o Dispatch
o Process

Note
In case of doubt, the license audit report of Vendor Invoice Management can be
executed to find out if the framework is used in a way that needs extra licenses
for OpenText Vendor Invoice Management for SAP Solutions.

Add-On Government
License term for the AppWorks Platform Dynamic Workflow

The usage right of the AppWorks Platform with Extended ECM for Government is limited to the
Dynamic Workflow. The compliant use of the limited AppWorks Platform license can be checked by
verifying the deployed solutions. For this, the AppWorks solutions “OpenText Dynamic Workflow,
OpenTextEntityIdentifyComponents, OpenTextInboxTaskManagement” must be deployed. Other
Workflows except the deployed solutions require a full-use AppWorks license.

The use of external REST API from AppWorks (for example, to integrate third-party applications)
requires a full-use AppWorks license. Customers are licensed to use the internal REST API from the
AppWorks Integration Bridge (AIB) within Extended ECM for Government (for example, to create
WebReports).

Extended ECM 23.1 Release Notes 29


Configuration changes to the AppWorks Dynamic Workflow such as adding additional task types or
additional attributes for tasks or Workflows can only be fulfilled through the OpenText Professional
Services team.

Unlimited Citizen Access

Unlimited Citizen access is allowed as long as the minimum number of full users have been licensed
(for SAP reseller customers and since 21.2 for OpenText direct customers with perpetual license). The
Software Product may be used by citizens or residents of an End User that qualifies as a Public
Sector body but use by a citizen or resident is restricted to use directly related to the governmental
use authorized. Use by a citizen or resident in any other capacity is excluded.

4 Documentation
You can access product documentation that supports this Extended ECM release from the following
locations:

• View the online help available in the Extended ECM Smart View and Classic View interfaces.
• Visit OpenText My Support (https://support.opentext.com) to view the Extended ECM product
documentation. All Extended ECM guides can be accessed quickly from the OpenText
Extended ECM Documentation List.

5 Supported environments and compatibility


The section provides details about which versions of other OpenText products are compatible with this
release of Extended ECM 23.1

Caution

Operating systems, databases, browsers, and other platforms advance on


independent schedules. OpenText identifies the version tested where applicable,
and if a version is not identified, testing is typically performed on the platform
software available approximately one month before the release date of Extended
ECM.

OpenText relies on the platform vendor to maintain backwards compatibility. If


the platform vendor makes a change that affects compatibility, there may be a
period where the platform is not fully functional while OpenText makes
appropriate changes. Depending on the severity of the changes, an update to
the latest or next quarterly update of Extended ECM may be required.

Note
For the latest compatibility information for OpenText products, refer to the
Compatibility Matrix (https://knowledge.opentext.com/go/matrix) on OpenText My
Support.

30 Extended ECM 23.1 Release Notes


5.1 Client software
Extended ECM web user interface

Product Version Operating System

Microsoft Chromium Windows


89 and later updates
Edge
Mozilla Firefox 87 and later updates Windows
Google Chrome 89 and later updates Windows
Safari, Firefox, Chrome Latest versions Mac
iPad / iPad Mini /
Safari, Firefox, Chrome Latest versions
Tablet Devices
The Extended ECM Web user interface is not supported on iPhones. See
Extended ECM Mobile App for iPhone support.

5.1.1.1 Dependency on Enterprise Connect or Office Editor

The following Extended ECM web user interface features require a specific version of Enterprise
Connect or Office Editor. These features are supported on Windows only as Enterprise Connect and
Office Editor are Windows-based applications.

Feature Client browser Support notes

Enterprise Connect • Firefox ESR / Quantum Requires Enterprise Connect


Browse from Here • Google Chrome 20.2 to be installed on the
• Microsoft Chromium Edge desktop.
Edit / Open using
Office Editor

Send to mail as
attachment

Send to my working
documents list

Print • Firefox ESR / Quantum Requires Enterprise Connect


• Google Chrome 20.3 to be installed on the
• Microsoft Chromium Edge desktop.

Enterprise Connect and Office Editor


Enterprise Connect and Office Editor CE 23.1 are compatible with the following versions.

Extended ECM 23.1 Release Notes 31


Product name Version Notes

Content Server 23.1

Content Server 22.x, 21.x, 20.x, 16.2.x Review KB article KB0777292 for
more details and compatibility
requirements.

Windows 8, 8.1, 10, 11 Desktop Mode Only.


(64-bit)

Windows Server 2012 R2 64-bit


Windows Server 2016
Windows Server 2019
Windows Server 2022

Citrix® XenDesktop® 5.5 If a specific version is not listed, it


Citrix® XenApp® 6.5 means that it has not been
officially tested. OpenText does
XenApp 7.5 not expect any issues. However,
XenApp 7.6.x if any arise, they would be
treated as per severity.

Microsoft Office Suite 2016 32-bit and 64-bit Word, Excel, PowerPoint,
2013 SP1 32-bit and 64-bit Project, Visio, Outlook, Long
term Service Channel (LTSC).

Office 365 Desktop ProPlus Mixed bit environments are not


supported.
2019 32-bit and 64-bit
2021 32-bit and 64-bit
2022 32-bit and 64-bit

Adobe® Acrobat® 9, 10, 11 Both 32-bit and 64-bit are


Pro / Standard 2017, 2020, supported.
2021, 2022
Pro DC / Standard DC 2017,
2020, 2021, 2022

Extended ECM Mobile App


The Extended ECM CE 23.1 Mobile App is compatible with the following versions.

32 Extended ECM 23.1 Release Notes


Product/Feature name Version Notes
CE 16.0.4, CE
16.2, CE 20.x
Content Server
CE 21.x, CE 22.x,
CE 23.1
OpenText AppWorks Gateway CE 22.3, CE 23.1
The Extended ECM Mobile App is
iOS Operating Systems Latest
supported on iPhone and iPads.
The Extended ECM Mobile App is not
Android Operating System Latest
supported on Android tablets.

Important
Due to some security fixes introduced in the Extended ECM Mobile App
22.3, devices running the app must have their Gateway URL
reconfigured.
To resolve the issue of Extended ECM Mobile CE having no connectivity,
each device running Content Server Mobile must connect to the
AppWorks Gateway for security updates. Perform the following steps:
1. In Extended ECM Mobile CE, tap Settings.
2. The Server setting has the network address of your AppWorks
Gateway server. Tap Server.
3. On the Server page, tap the check mark icon to re-initialize your
Server setting.
After you do this, Extended ECM Mobile CE can connect to the AppWorks
Gateway server.

Microsoft Teams and SharePoint Integration (Extended ECM for


Microsoft Office 365)

Product Version Notes

All supported platforms.


2016, 2019 and SharePoint Office 365 Integration Module
Microsoft SharePoint Server
Online – Archiving Add-ins requires
SharePoint 2019.

Microsoft Information Protection 1.12.61 Windows only.


Software Development Kit

Extended ECM 23.1 Release Notes 33


Office 365 Integration Service SharePoint version Notes

Office 365 Integration Service 2016, 2019 and SharePoint Support for App-Only
23.1 Online Authentication requires
SharePoint 2019.

Extended ECM for Engineering

Component Client OS
Feature Client browser
Name
Engineering Edit CAD Windows 10 Firefox ESR / Quantum
Connect documents Update 1709 Google Chrome
Microsoft Chromium Edge

Extended ECM PowerDocs and Content Designer


The Document Generation Word Plug-ins are compatible with the following products and versions.

Product name Version Notes


Extended ECM 22.3, 22.4, 23.1 22.3 Word Plug-ins are shipped as part of Extended
PowerDocs ECM 23.1.
Server
Components
Windows Windows 10,
Windows 11
Microsoft Office Office 2019, Office
365
Visual Studio Visual Studio 2010 Required
Tools for Office
Runtime

5.2 Server Software


Compatibility between Extended ECM Components
Extended ECM CE 23.1 is compatible with the following components.

Component of Extended ECM Versions Note


System Center CE 23.1 and newer Always go to newest version
Content Server CE 23.1
Directory Services CE 23.1 and newer
Archive Center CE 21.2, CE 22.3, CE 22.4, CE
23.1

34 Extended ECM 23.1 Release Notes


Component of Extended ECM Versions Note
AppWorks Gateway CE 22.3, CE 23.1
Intelligent Viewing CE 23.1
Brava! Server Components Ver. 16 EP7 Update 7 (16.6.7)
Extended ECM PowerDocs CE 23.1
Microsoft 365 Integration Service CE 23.1
Add-On for Microsoft Office Online All Versions
Server (Broker)
Remote Cache 16.2.10
Imaging Web Viewer CE 21.4, CE 22.4
Monitoring Agent CE 22.1
Core Archive Connector CE 23.1

Extended ECM 23.1 Release Notes 35


Web server

Component Tomcat Internet Information


Services (IIS)

8.5 9.0 10.0 8.5 10

System Center CE 23.1 No web server required

Content Server CE 23.1 x x x x

Directory Services CE 23.1 x

Archive Center CE 23.1 x x

Core Archive Connector CE 23.1 Jetty is used

AppWorks Gateway CE 23.1 x

Intelligent Viewing CE 23.1 No web server required

Brava! Server Components 16.6.7 x

Extended ECM PowerDocs CE 23.1 x

Microsoft 365 Integration Service CE 23.1 x

Add-On for Microsoft Office Online Server


x
(Broker) CE 23.1

Remote Cache 16.2.10 x x x

Imaging Web Viewer CE 22.4 x x

Monitoring Agent CE 22.1 No web server required

36 Extended ECM 23.1 Release Notes


Operating system

Component Windows Red Hat Linux


Oracle Linux

2016 2019 2022 7.x 8.x


System Center CE 23.1 x x x x
Red Hat
Content Server CE 23.1 x x x x
only
Directory Services CE 23.1 x x x x x
Oracle
Archive Center CE 23.1 x x x
only
Core Archive Connector CE 23.1 x x x x x
AppWorks Gateway CE 23.1 x x x
Red Hat
Intelligent Viewing CE 23.1 x x
only
Oracle
Brava! Server Components 16.6.7 x x x x
only
Red Hat
Extended ECM PowerDocs CE 23.1 x x
only
Microsoft 365 Integration Service CE 23.1 x
Add-On for Microsoft Office Online Server (Broker) Red Hat
x x x
CE 23.1 only
Remote Cache 16.2.10 x x
Imaging Web Viewer CE 22.4 x x x x
Monitoring Agent CE 22.1 x x x x

5.2.3.1 Windows

• Standard and Datacenter


5.2.3.2 Linux

• UEK (Unbreakable Enterprise Kernel) and Red Hat compatible Kernel.


• Supported on x86_64 architecture.

Extended ECM 23.1 Release Notes 37


Database

Component Microsoft SQL Oracle PostgreSQL HANA

2017 2019 2022 Azure 12 19c 11 13 2.0

System Center CE 22.4 No database required

Content Server CE 23.1

On Windows 2016 x x x x

On Windows 2019 x x x x x

On Windows 2022 x x x

On Oracle Linux 7 x x x x

On Linux RHEL 7 x x x x x

On Linux 8 x

Directory Services CE 23.1 x x x x x x x

Archive Center CE 23.1 x x x x x x

Core Archive Connector CE 23.1 No database required

AppWorks Gateway CE 23.1 x x x x x x x x x

Intelligent Viewing CE 23.1 x

Brava! Server Components 16.6.7 No database required

Extended ECM PowerDocs CE 23.1 x x x x

Microsoft 365 Integration Service CE


x x x x x
23.1

Add-On for Microsoft Office Online


No database required
Server (Broker) CE 23.1

Remote Cache 16.2.10 x x x x x x

Imaging Web Viewer CE 22.4 No database required

Monitoring Agent CE 22.1 No database required

Extended ECM Containers 23.1 * x x

* For Extended ECM Containers, the following managed database services are supported:

• Google Cloud SQL for PostgreSQL


• AWS RDS for PostgreSQL
• Azure Database for PostgreSQL - Flexible Server

38 Extended ECM 23.1 Release Notes


5.2.4.1 Microsoft SQL

• SQL Server 2019 Always On is supported.


• SQL Server Client minimum version is 17.
• Transparent Data Encryption (TDE) is supported. Note that enabling TDE can impact
performance. Please consult Microsoft regarding any performance concerns.

5.2.4.2 Oracle

• Oracle support includes Standard, Enterprise, and RAC as well as deployment on Oracle
Exadata Database Machine, Oracle Data Guard, and Oracle SuperCluster as supported by
Oracle.

5.2.4.3 PostgreSQL

• PostgreSQL is only supported on Linux.

Java

Component OpenJDK
distributed by the Adopt
OpenJDK organization

11 17
System Center CE 22.4 Java not required

Content Server CE 23.1 x

Directory Services CE 23.1 x x

Archive Center CE 23.1 x

Core Archive Connector CE 23.1 x

AppWorks Gateway CE 23.1 x x

Intelligent Viewing CE 23.1 x

Brava! Server Components 16 EP7 Update 6 x x

Extended ECM PowerDocs CE 23.1 x

Microsoft 365 Integration Service CE 23.1 Java not required

Add-On for Microsoft Office Online Server (Broker) CE 23.1 x

Remote Cache 16.2.10 x

Imaging Web Viewer CE 22.4 x x

Monitoring Agent CE 22.1 x

Extended ECM 23.1 Release Notes 39


5.3 Kubernetes
Extended ECM is available as Docker Images and Helm charts to be deployed in Kubernetes, a
container-orchestration system.

Note
SAP customers: Note that the deployment using Docker images on Kubernetes
is not available for SAP customers.

The Extended ECM supports the following Kubernetes platforms.

Product name Version Notes


Google Kubernetes Engine (GKE) 1.24 None
Amazon Elastic Cloud Kubernetes (EKS) 1.24 None
Azure Kubernetes Service (AKS) 1.24 None
Red Hat OpenShift 4.11 None

Important
Customers deploying Extended ECM images provided by OpenText are expected
to stay relatively current with updates, following best practices for cloud technology
and continuous deployment. Patched containers with fixes will be provided for CE
23.1 until September 2023.

Customers who expect to remain on CE 23.1 past this date should consider
creating and managing their own containers or use traditional methods of
installation and patching.

5.4 Virtual machines


Extended ECM is supported for use with the server operating systems listed in the previous sections.
The supported server operating systems may be installed on physical or virtual hosts, including cloud
environments such as Google Cloud, Amazon Web Service (AWS), and Microsoft Azure.

Customers who choose to use a virtual environment are encouraged to select a virtualization platform
intended for production systems and known to be fully supported by the server operating system
vendor.

Microsoft Azure, Google Cloud, and AWS are supported virtualization environments.

40 Extended ECM 23.1 Release Notes


Important

Extended ECM is a resource intensive application and will require at least the same
amount of resources in a virtual environment as it would in a physical environment.
Therefore, additional resource scaling may be required to maintain the same level
of performance in a virtual environment as observed in a physical environment.
Static or committed resources within a Virtual Environment are typically needed for
performance-sensitive scenarios.

5.5 File formats


File format support
Extended ECM supports indexing, viewing, and thumbnail generation of Office documents and other
various formats in the following table.

All file types are supported on Windows and Linux except where indicated.

MIME type extraction is supported for all file types except CDR.

On Linux operating systems, only Western languages are supported for View as Web Page and
Thumbnails.

Formats Text View as Web Metadata


indexing, hit Page, Thumbnails extraction
highlight*

Microsoft Word (Office 95 – Office 2021) Yes Yes Yes

Microsoft Excel (Office 95 – Office 2021) Yes Yes Yes

Microsoft PowerPoint (Office 97 – Office Yes Yes Yes


2021)

Microsoft Project (Office 95 – Office 2007) Yes No No

Microsoft Visio (Office 2013 – Office Yes Yes Yes


2021)

Email – MSG (Outlook Mail Message) Yes Yes Yes


WordPerfect
RTF
CALS

PDF Yes Yes Yes


Postscript

OpenOffice Writer, Calc, Impress, Draw, Yes No No


Math

Extended ECM 23.1 Release Notes 41


Formats Text View as Web Metadata
indexing, hit Page, Thumbnails extraction
highlight*

TAR, LZH, RDL, ZIP Yes No No


Mail RFC822 – EML (Internet Message
Format)
IGES (Windows only)

JPEG, BMP, PNG, GIF, TIF No Yes Yes

Gerber No Yes (Windows No


only)
* = Hit Highlighting is only available in Classic View. We intend to introduce this feature to Smart View
with Intelligent Viewing for Extended ECM in a future release.

Viewing and transformation


Intelligent Viewing provides a robust offering of supported formats for all your viewing and
transformation needs. Some document and image formats are included for all Extended ECM users
as part of the complimentary user experience. Premium users are provided with support for 2D CAD
formats in addition to all formats included with the complimentary offering.

Intelligent Viewing - Complimentary

Document Formats PDF, XLSX, XLSM, PPT, PPTX, PPTM, DOC, DOCX, DOCM, MSG

Image Formats JPG, JP2, PCX, PNG, TIF, TIFF, BMP, GIF, PS/EPS

Intelligent Viewing - Premium

2D CAD Formats DGN, DXF, DWF, DWFX, DWG

The formats listed in the previous table represent the most used formats. For a complete list of
formats supported by Intelligent Viewing see Intelligent Viewing - Supported Formats. Please take
note that this document does not indicate if a format is part of the complimentary or premium offering.

Engineering Connect
Engineering Connect supports CAD drawings created using Auto CAD and MicroStation with the
DWG and DGN extensions only.

42 Extended ECM 23.1 Release Notes


5.6 SAP Business Suite and SAP S/4HANA compatibility
Supported SAP Business Suite and SAP S/4HANA

SAP Platform Supported SAP Applications and Versions

SAP AS ABAP 7.1 Not applicable

SAP NetWeaver 7.0 ERP 6.0,


EhP 1-3 for ERP 6.0

SAP NetWeaver > 7.0 All SAP systems running on the required SAP_BASIS
version, for instance:
EhP 1 - 2 for SAP NetWeaver 7.0
EhP 1 for SAP NetWeaver 7.3 • EhP 4-8 for ERP 6.0
SAP NetWeaver 7.40 • CRM 7.0
SAP NetWeaver 7.50, 7.51, 7.52 • EhP 1-4 for CRM 7.0
• SRM 7.0
• EhP 1-4 for SRM 7.0

SAP S/4HANA Applications on-premises 1610, 1709, 1809, 1909, 2020, 2021, 2022, 20231
and single tenant
All FPS are supported.
• SAP S/4HANA on-premises SAP S/4HANA for Customer Management 1.0, 2.0
• SAP S/4HANA Cloud, private edition
• SAP S/4HANA Cloud, extended edition

SAP S/4HANA Applications multi-tenant Version 2102 and higher

• SAP S/4HANA Cloud2

1
Before converting or upgrading to SAP S/4HANA 2023, please consider the following:
• Customers not using OpenText Business Object Browser and OpenText Vendor Invoice
Management must uninstall the OTBCBAS, OTBCWUI, and OTEXBASB add-on packages to
continue with Extended ECM CE 22.4 on SAP S/4HANA 2023.
• Customers using OpenText Business Object Browser or OpenText Vendor Invoice
Management must upgrade Vendor Invoice Management to 23.4 as part of the conversion or
upgrade process.

2
SAP S/4HANA Cloud is limited to sales, procurement, finance, and partly plant maintenance
processes; documents stored via Extended ECM UI are accessible for SAP users within SAP Fiori apps
depending on the Fiori technology of each individual Fiori app

Extended ECM 23.1 Release Notes 43


Integration with SAP S/4HANA Cloud (Public Cloud)
The software product described in these Release Notes can be integrated with
the S/4HANA Public Cloud Service via the SAP_COM_0597 connector (“S/4HPC
Connector”). Where this software product has been purchased from OpenText or
one of its other authorized resellers/distributors (other than SAP) and where
you/the Customer elect to integrate this product with the S/4HANA Public Cloud,
OpenText will support this product integrated with the S/4HANA Public Cloud
Service in accordance with the terms of your purchase contract with OpenText.
As regards compliance with the terms of the S/4 HANA Public Cloud
subscription, and where the software product described in these Release Notes
has been purchased from SAP or one of its authorized resellers, please also see
the disclaimer below.
Disclaimer for customers who bought from SAP:
Non-SAP developed technologies may be integrated to the S/4HANA Public
Cloud via the SAP_COM_0597 connector (“S/4HPC Connector”). However, SAP
does not deliver or otherwise make available any pre-packed integration with the
S/4HPC Connector. As such, and notwithstanding anything to the contrary,
where the Customer elects to integrate non-SAP developed technologies to the
S/4HANA Public Cloud via the S/4HPC Connector, the Customer is solely
responsible for: (i) securing and maintaining appropriate rights respective to such
non-SAP developed technologies; and (ii) all integration by and through the
S/4HPC Connector, including any impacts such integration may have upon the
S/4HANA Public Cloud Service. Additionally, and as is true in all cases, the
Customer is responsible for remaining compliant with the terms of its S/4HANA
Public Cloud subscription, including without limitation maintaining appropriate
subscription metrics.

Supported SAP GUIs


The supported SAP GUIs depend only on the SAP Basis/NetWeaver version.

SAP Version SAP GUI for SAP GUI for SAP SAP GUI for
Software Windows HTML NetWeaver Java
Component Business
Client
(NWBC)

SAP Basis / 7.0 7.701 Integrated 7.0 and higher N/A


NetWeaver Standalone

EhP1-2 for 7.701 Integrated 7.0 and higher N/A


NW 7.0, EhP1
for NW 7.3

7.4 7.701 Integrated 7.0 and higher N/A

44 Extended ECM 23.1 Release Notes


SAP Version SAP GUI for SAP GUI for SAP SAP GUI for
Software Windows HTML NetWeaver Java
Component Business
Client
(NWBC)

7.5, 7.51, 7.52 7.701 Integrated 7.0 and higher N/A


(Business
Suites)

S/4HANA 7.701 Integrated 7.0 and higher


(7.5 – 7.56)

1) Only the Microsoft Edge (based on Chromium) Browser Control option is supported.

Required SAP Support Packages and Patches

Software component Minimum version Minimum patch level

SAP GUI for Windows 7.70 3.1

SAP GUI for Windows and NWBC versions, for which SAP support has ended, are no longer listed
here. See also SAP Notes 147519 Maintenance strategy / deadlines for SAP GUI for Windows / SAP
GUI for Java and 2302074 - Maintenance strategy and deadlines for SAP Business Client / NWBC.

SAP GUI for HTML Support Restriction


SAP GUI for HTML is a limited SAP GUI for Windows emulator. Extended ECM
fully supports SAP GUI for Windows integration. However, Extended ECM can
only restrict SAP GUI for HTML support to issues also reproducible in SAP GUI
for Windows.

5.7 SAP Customer Experience (CX) compatibility


SAP CX was formerly known as SAP C/4HANA, C4C or SAP Hybris.

Product name Notes

SAP Sales Cloud For a list of supported business objects


see OpenText Extended ECM for SAP
SAP Service Cloud Solutions Customizing Guide.

Extended ECM 23.1 Release Notes 45


5.8 SAP SuccessFactors compatibility
Supported SAP SuccessFactors versions.
Reference: SuccessFactors Releases | Deployment schedule for 2023

OpenText Extended ECM Private Cloud SAP SuccessFactors Version

CE 22.4 (November 2022) b2211

SAP SuccessFactors Document Management and Attachment Storage


support
Extended ECM leverages the SuccessFactors’s developed Document Management and Attachment
Storage interface. This interface is based on Content Management Interoperability Services (CMIS).
Instead of using SuccessFactors’s built-in basic document storage, Extended ECM can be used as
the document storage repository. When new documents are uploaded, modified, or deleted in
SuccessFactors, the document is routed to Extended ECM and immediately reflected. Extended ECM
can receive uploaded documents from any SuccessFactors module that supports the Document
Management interface.

The CMIS attribute type Document Category is treated as an external document type. For this
release, the following table lists supported entities, Workspaces, and corresponding SAP
SuccessFactors Document Categories. Business administrators can create corresponding Extended
ECM document types (Classification) to control the storage logic of SAP SuccessFactors’s Document
Categories. Documents which are uploaded for SuccessFactors entities that do not have
corresponding Workspace definitions will be stored in the technical repository (CMIS volume) and can
only be accessed by Extended ECM System Administrators. Employees or HR Business partners can
only access these documents from the SAP SuccessFactors user interface. Please note that the
Document Categories might vary from SAP SuccessFactors tenant to tenant. The following table only
lists standard SuccessFactors Document Categories.

Workspace Business Object / Standard SuccessFactors Document


SuccessFactors Entities Category (Examples)

Central Sfsf:user (User) JOB_INFO,


Workspace MENTOR_APPLICATION_ATTACH,
PERFORMANCE_REVIEW,
TRANSCRIPT_CERTIFICATION_ATTACH,
WORK_ORDER, WORK_PERMIT, CMIS

Sfsf:person (PerPerson) HOME_ADRESS, NATIONAL_ID,


PERSONAL_ID, PERSONAL_RELATIONSHIP,
PERSONAL_INFORMATION, CMIS

46 Extended ECM 23.1 Release Notes


Workspace Business Object / Standard SuccessFactors Document
SuccessFactors Entities Category (Examples)

Sfsf:candidate (Candidate) BACKGROUND_CHECK,


CANDIDATE_HISTORY, COVER_LETTER,
GEN_ATTACHMENT,
PROFILE_ATTACHMENT, RESUME, CMIS

Sfsf:onboardee (New Hire ADMINISTRATIVE,


Onboardee) CUSTOM_NEW_HIRE_DOCUMENT,
POLICY_AGREEMENT

Business administrators can create corresponding attachment declarations to route SAP


SuccessFactors’s native documents into the right subfolder within corresponding Workspaces. Please
refer to the Customization Guide for more details about the document type rules and the attachment
declarations.

Extended ECM 23.1 Release Notes 47


SAP SuccessFactors’ Limitations
Known limitations of SAP SuccessFactors’ Document Management Interface:

• SAP SuccessFactors Employee Central:


o SAP SuccessFactors passes all documents immediately to
OpenText Employee Workspaces once they are uploaded from
SuccessFactors. This integration does not wait/detect HR document
review approval Workflows in Employee Central.
• SAP SuccessFactors Recruitment:
o A resume/cover letter document deleted in Recruiting is not deleted
from Extended ECM’s document repository.
o SAP SuccessFactors Recruitment does not pass Business Object
information for Interview Notes or Interview Emails. These
documents will not be stored in corresponding Candidate
Workspaces.
• SAP SuccessFactors Performance Management:
o If a manager uploads a document for an employee from the
performance management form, then it is incorrectly stored in the
managers’ Workspace.
• SAP SuccessFactors Mobile:
o Documents uploaded from SAP SuccessFactors Mobile App are not
stored in the corresponding Extended ECM Workspaces.
• SAP SuccessFactors Document Management Interface:
o Documents classified as “Migrated” or “Default” within SAP
SuccessFactors can only be routed into native central folders within
Workspaces.
o Uploading documents from SAP SuccessFactors may result in
performance issues. SAP SuccessFactors plans to improve the
upload time in a future update.
o SAP SuccessFactors Document Category transfer is currently
supported. SAP SuccessFactors Document Types/Document Sub-
Types of transfer are not supported.
o Documents uploaded via SuccessFactors OData API are not
supported by SAP SuccessFactors Document management CMIS
interface. Therefore, these documents will not be stored in the
corresponding Extended ECM Workspaces.
o Documents under the Extended ECM retention protection cannot be
deleted from SuccessFactors module portlets.
o Extended ECM Upload Control (such as MIME type control,
document approval Workflow) does not apply for uploading
documents from SuccessFactors module’s portlets.
• No Support of “Instance refresh” and “Instance synchronization”: When
Extended ECM is configured as storage vendor in SAP SuccessFactors
document management interface, attachments stored in OpenText are not

48 Extended ECM 23.1 Release Notes


transferred into the target instance. Refer to the detailed information in the
SAP Help: Instance Refresh: Things to Know Before Refreshing the Target
Instance and OpenText Extended ECM for SAP SuccessFactors:
Customizing Guide.

These critical issues are known to the SAP SuccessFactors Document


Management Product Management Team. Customers intending to use Extended
ECM for SAP SuccessFactors as their document repository might be affected by
these critical defects and limitations. OpenText strongly recommends customers
use the SAP influence program for the latest update regarding the resolution of
these issues.

SAP Customer Influence and Adopt Program:


https://www.sap.com/about/customer-involvement/influence-adopt.html

SAP ERP Human Capital Management Solutions


Extended ECM includes a limited use license for SAP HR processes in the SAP ERP Human Capital
Management solutions (HCM). The functionality is restricted to be used with the Business Object
types listed in the following table.

Business Object name Business Object type

Employee BUS1065

Employee Document PREL

5.9 Salesforce compatibility

Salesforce App Salesforce Release

OpenText Content Services for Salesforce 23.1 Salesforce Sales, Service and Marketing
Cloud
OpenText Extended ECM for Salesforce 23.1
(Spring ’23)

Salesforce Financial Services Cloud


(Spring ’23)

Salesforce Insurance Cloud


(Spring ’23)

Salesforce Government Cloud


(Spring ’23)

The Extended ECM for Salesforce App advances quickly and it is important to match the OpenText
Extended ECM Platform versions with the matching Extended ECM for Salesforce App Packages. For
example, Extended ECM for Salesforce 23.1 is tested and certified to work with Extended ECM 23.1.

Extended ECM 23.1 Release Notes 49


While it might be possible to run misaligned versions, it is not recommended nor supported officially
by OpenText Support.

Note
SAP customers: OpenText™ Extended ECM for Salesforce® is not available for
SAP customers.

Salesforce limitations
• Salesforce Console:
o The Extended ECM for Salesforce workspace widget is currently not supported if
used in combination with Salesforce Console apps.

5.10 Language support


Extended ECM is currently localized in the following languages. Additional languages may be
available in future releases.

50 Extended ECM 23.1 Release Notes


Language Code End user interface User Help

Yes
Arabic AR No
(except Government, PowerDocs)

Yes
Catalan CA (except Office 365, Salesforce, Government, No
PowerDocs)

Yes
Chinese (Simplified) ZH No
(except Government)

Yes
Chinese (Traditional) ZF (except Office 365, Salesforce,Government, No
PowerDocs)

Yes
Czech CZ No
(except Intelligent Viewing)

Yes
Danish DA No
(except Intelligent Viewing, PowerDocs)

Yes
Dutch NL No
(except Office 365, Government, PowerDocs)

English EN Yes Yes

Yes
Finnish FI No
(except Office 365, Salesforce, Government)

French FR Yes Yes

German DE Yes Yes

Yes
Hebrew IW (except PowerDocs, Imaging Viewers, No
Intelligent Viewing)

Italian IT Yes Yes

Yes
Japanese JA Yes
(except Government)

Yes
Kazakh KK No
(except Office 365, Government, PowerDocs)

Yes
Korean KO (except Office 365, Salesforce,Government, No
PowerDocs)

Extended ECM 23.1 Release Notes 51


Language Code End user interface User Help

Yes
Norwegian NO No
(except Intelligent Viewing)

Yes
Polish PO No
(except Intelligent Viewing)

Portuguese PT Yes Yes

Not Supported Not Supported


Russian RU

Spanish ES Yes Yes

Yes
Swedish SV (except Office 365, Salesforce, Engineering, No
Government)

Yes
Ukrainian UK No
(except Office 365, Engineering, PowerDocs)

In many cases, administrative user interfaces are available in English only.

6 Installation and upgrade notes


This section provides additional installation and upgrade information, including related or third-party
product information and any required critical patches.

6.1 Content Server Installation notes


There are no special installation notes currently. See OpenText Extended ECM Installation Guide for
more details.

6.2 Installation Notes for Extended ECM for Salesforce


Before installing OpenText Extended ECM for Salesforce, review this Release Note document and
refer to the respective installation guides. For more information, see the Documentation section on the
Extended ECM for Salesforce product page.

Note
SAP customers: OpenText™ Extended ECM for Salesforce® is not available for
SAP customers.

52 Extended ECM 23.1 Release Notes


Salesforce application managed package
The Salesforce application portion of Extended ECM for Salesforce 23.1 comes in two parts:
Extended ECM Content Services for Salesforce (base service package) and Extended ECM for
Salesforce (application package). The application package has a dependency for the base service
package and thus must be installed in the following order to avoid dependency issues:

1. Sign in to your Salesforce organization as Administrator.


2. In the Salesforce AppExchange, install the packages one at a time in the following order with
below links.

Order Package ID Build Package Name

1 04t1Q0000010LOB 1.227 OpenText Content Services for Salesforce


(base services package)

2 04t3s000002t0sCAAQ OpenText Extended ECM for Salesforce


(application package)

3. When prompted, select Install for Admins Only (default) and click Install.
4. When the installation is completed, click Done.

6.3 Upgrade Notes for Extended ECM for Salesforce


Before upgrade, review this Release Note document and refer to the respective OpenText Extended
ECM for Salesforce installation guides. For more information, see the Documentation section on the
Extended ECM for Salesforce product page.

Salesforce application managed package


The Salesforce application portion of Extended ECM for Salesforce 23.1 comes in two parts:
Extended ECM Content Services for Salesforce (base service package) and Extended ECM for
Salesforce (application package). The application package has a dependency for the base service
package and thus both Salesforce packages must be upgraded from Salesforce AppExchange in the
following order to version 23.1 to function properly in this release.

Order Package ID Build Package Name

1 04t1Q0000010LOB 1.227 OpenText Content Services for Salesforce


(base services package)

2 04t3s000002t0sCAAQ OpenText Extended ECM for Salesforce


(application package)

If your Salesforce organization is using the user licenses model (and not the Salesforce Site License
model) for Extended ECM for Salesforce application, you will need move user licenses to the new
managed package application. You will need to move the user licenses from the Extended ECM
Content Services for Salesforce package component in the Installed Packages section in the

Extended ECM 23.1 Release Notes 53


Salesforce Setup to the new Extended ECM for Salesforce application. Failure to transition licenses to
the new Extended ECM for Salesforce application will give your users a license violation.

Salesforce Federated Search


The Salesforce Federated Search (SFFS) feature requiring a separate Tomcat application server
instance has been removed from the product. The new Federated Search functionality is now part of
the Salesforce module automatically installed with Extended ECM. Thus, the installation process is
much more streamlined and overhead has been reduced. Customers who wish to continue using
Salesforce Federated Search are advised to consult the respective product documentation for setting
up the new configurations in Extended ECM administration.

6.4 Upgrade notes for Extended ECM for Engineering


This section provides additional installation and upgrade information, including related or third-party
product information and any required critical patches. For more information, see IExtended ECM 23.1
Installation Guide.

Note
Extended ECM 23.1 is a rewrite of the existing Extended ECM for Engineering
16.3.x solution. Updates to this new software are released in parallel to the
updates of the existing Extended ECM 16.3.x. Both versions can co-exist in the
same Content Server instance. The existing instances of Extended ECM 16.3.x
cannot directly upgrade to Extended ECM 23.1 or subsequent Extended ECM CE
versions because the architecture and design differs from that of Extended ECM
16.3.x. However, the new projects can be configured to start using Extended ECM
23.1 capabilities.

6.4.1.1 Upgrade to 22.2 or higher

The XENG module folder in <OTHOME>/module is not deleted during the upgrade because the JAR
files in the folder are in use. To avoid issues with these JAR files, stop Content Server and delete
these folders manually after the upgrade.

6.4.1.2 Version-specific relationships

Extended ECM for Engineering CE has been enhanced to support version-specific relationships to
retain the relationships on older versions of the documents for auditing purposes.

A new relationship model with the following relationship types is implemented in the Extended ECM
for Engineering – CAD Manager module:

• Dynamic
• Static
• Node Specific

54 Extended ECM 23.1 Release Notes


Records Management cross-references are supported only at the node level. Therefore, OpenText
recommends converting the existing CAD document relationships created using Records
Management cross-references to CAD document relationships.

To convert the relationships:

1. Navigate to Content Server Administration > Database Administration > Test or Repair
Known Database Issues > Convert RM Cross References to CAD References.
Note: Records Management cross-references relationships stored in the KIni table are
considered for conversion. OpenText recommends validating the entries in the KIni table
before initiating the conversion.

2. Run the following SQL Query to fetch the existing Records Management cross-reference
types from the database:
SELECT * FROM KIni WHERE IniSection = 'xengcrt' AND IniKeyword IN ('Dynamic',
'Static', 'Node Specific')

3. Modify the entries in the KIni table to add or drop any Records Management cross-
reference type from the conversion process.

7 Patches
7.1 Migration utility in Extended ECM for SAP
Apply the patches before running the migration utility. The Migration utility patches are cumulative,
and you need to apply them in the documented sequence.

Unable to see the migration job type in schedule jobs


Bug: After upgrading to 23.1, the migration utility may not appear under the job type for Extended
ECM for SAP Solutions product.

Fix: Apply the below patch to have the migration utility appear under the job type for Extended ECM
for SAP Solutions product.

pat162005506_CS64_WIN.zip
pat162005506_CS64_LNX.tar.gz

Getting script crash error while running the migration job


Bug: After upgrading to 23.1, while running the migration utility, the job status shows “error” (script
crash error).

Fix: Apply the below patch to run the migration job without script crash error.

pat162005499_CS64_WIN.zip
pat162005499_CS64_LNX.tar.gz
pat162005499_CS64_LNX8.tar.gz

Extended ECM 23.1 Release Notes 55


8 Fixed issues
For a complete list of notable fixes in 23.1 see the Extended ECM Notable Fixes document.

9 Known issues
The following known issues exist in this release.

56 Extended ECM 23.1 Release Notes


Issue name Issue description

Business Workspaces

CWS-12132 Workspace Perspectives packaged in Transport packages before version CE


22.2 need to be updated manually in the Transport Workbench after Extended
ECM is updated to CE 22.2 or higher to reflect the dependency of the
Perspective to the Perspective folder that has no Workspace ID in the name.

ESOC-12768 When editing a Wiki page in Smart View, it is not possible to use the Shift key,
for example to capitalize a letter. For a workaround, users may switch to
Classic View.

Workflow and automation

LLWR-17046 Perspective Manager Shortcut Group shortcut items cannot be edited. This will
be possible in future releases.

Information governance and protection

LPU-2635 Records Management: For a User Hold to be applied to Text Documents


(subtype 145), the Managed Objects page must have the Document (subtype
144) checked for User Hold.

LPAD-35560, Records Management: When RM metadata fields are required on the Add Item
LPU-5344 page and the items are dragged and dropped in Content Server Classic View,
the user is not prompted to fill in the RM required fields. The content will be
uploaded and the next time the user accesses the Records Detail tab the user
will be prompted to fill in the required fields.

LPAD-47804, Records Management: Deleted Category information of purged children is not


LPU-7335 captured. Category/Attribute information in the Audit Deletion Logs was added
in Records Management 16.0. However, when items are sent to the Recycle
Bin and later purged, the purged children’s Category/Attribute information is
not captured.

LPU-9960 Records Management: The Disposition Search Results Export creates an


HTML page that allows it to be displayed in Excel with an XLS extension so
that it is recognized as a spreadsheet. When opening this exported file in
Microsoft Office an error occurs. However, the file can be opened in Excel and
the converted file saved to Excel.

LPU-9257 Records Management: When a Disposition Review Assignment from the


Advanced Review Workflow Assignment is reassigned, the RM Disposition
Review link displays in the Workflow Assignment. However, no search results
are displayed when accessing the RM Disposition Review snapshot.

LPU-6732 Records Management: When a Physical Object label is generated on item


creation, the RM Accession code and Automatic Document Number do not
LPU-10042
display on the label. Once the Physical Object is created, regenerating the
label displays the Records Detail fields.

Extended ECM 23.1 Release Notes 57


Digital Signatures

LPJ-3870 When you create a new Workflow Map for use with Electronic Signatures, if
you select the "Initiate from Document" check box the option is not retained
when you save the Workflow Map.
Workaround: Create the Workflow Map and then open the Properties page for
the Workflow Map. Click the “Specific” tab, then select the “Initiate from
Document” check box and click Update.

Extended ECM for Government

SAPGV-7322
Dynamic Workflow: With release 23.1, the dynamic workflow is not supported.
The dynamic workflow uses an incorrect attachments widget and for that
reason content in context of the workflow is not displayed. Patch 23.1 HF1 will
fix this problem.

SAPGV-6438 Dynamic workflow: Predefined dynamic workflow becomes available with


patch 23.1 HF1. The workflow can be started based on a predefined dynamic
workflow template from the assignments tab in the Inbox.

XECMPF-12127;
Dynamic workflow: Can be started without main doc and main doc can be
XECMPF-11865;
deleted.
SAPGV-8116

XECMPF-11072
Dynamic workflow: When changing the document role for a document, a
PostgreSQL is coming-up.

SAPGV-8132
Dynamic workflow: When starting a predefined dynamic workflow, the iframe
stays open.

BOP-166817
Dynamic workflow: Templates cannot be saved by normal users (without
workflow manager right)

XECMPF-11839;
Dynamic workflow: When creating an inquiry from an assigned task, it fails.
BOP-16631;
BOP-166642

BOP-165902;
Dynamic workflow: For assigned tasks, the forward to groups fails.
XECMPF-
11839

58 Extended ECM 23.1 Release Notes


XECMPF-9780;
Dynamic workflow: SC/SM not working as expected - link to high SC docs
XECMPF-12007
visible

BOP-163844 Dynamic workflow: Tasks cannot be rejected.

BOP-163845 Dynamic workflow: Reject dialog box shows an option that is not enabled.

SAPGV-7896 Inbox and Intelligent Viewing: When viewing forwarded content in the Inbox,
the content cannot be viewed with Intelligent Viewing.

BOP-162904 Inbox and Dynamic Workflow: Delegate task is not shown in the Inbox.

SAPGV-7748 Inbox: When using Add-to-eCase, it is possible to add content to source


locations although user’s permission is restricted.

SAPGV-7950 Add-to-eCase for forwarded item causes "The item could not be accessed”
error message.

Extended ECM for Salesforce

XECMSFDC- Salesforce Global Federated Search is not supporting an OpenText Directory


4474 Service’s partition name that has spaces. Search results will not show.

Extended ECM for Engineering

XENG-2690 Extended ECM for Engineering functionality is not available in Content Server
Mobile.

Extended ECM for SAP Solutions

SAPRM-20801 Business Scenarios 22.4 does not include the Enterprise Asset Management
business scenario. KB0783083 is the post-release delivery of this business
scenario.

Extended ECM 23.1 Release Notes 59


10 Contact information
OpenText Corporation
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Waterloo, Ontario
Canada, N2L 0A1

For more information, visit the OpenText or My Support websites.

Copyright © 2023 Open Text. All Rights Reserved.


Trademarks owned by Open Text. One or more patents may cover this product. For more information, please visit OpenText Patents Information.
Disclaimer
No Warranties and Limitation of Liability
Every effort has been made to ensure the accuracy of the features and techniques presented in this publication. However, Open Text Corporation and its affiliates accept
no responsibility and offer no warranty whether expressed or implied, for the accuracy of this publication.

60 Extended ECM 23.1 Release Notes

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