Operations Transformation

FY22 New Hires OpenText Bootcamp

June, 2021
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 Customer Communication Management
• It is defined as the strategy to improve the creation, delivery, storage and retrieval of outbound
communications, including letters, invoices, bills, statements and other customer correspondence.
• CCM software allows users to create customer communications for multiple digital and print channels.
• One such CCM tool is OpenText Exstream (formerly called as HP Exstream). This was acquired by
OpenText in 2016.

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 What is Opentext Exstream:
• It’s a multichannel CCM solution that empowers you to make the most of every customer touch point by
creating insightful, impactful, real-time customer communications.

Why is Opentext Exstream:

• Unlike other CCM tools, OTX has the capability to process bulk volume of data
• Design once, deliver anywhere
• Access data in whatever file sources, formats, from multiple sources, including policy administration,
billing/claims systems, and content management systems running on mainframes or in distributed
environments.
• It supports omnichannel customer communication management (CCM), thereby creating different types
of outputs such as AFP, PDF, Email, HTML etc

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 Components of OTX
• Mainly comprises of 2 components
• Exstream Design Manager
• Exstream Designer
• Exstream Design Manager is used to create applications, documents, Data Files, Output Queue, etc.
It deals with the creation and configuration part of Forms application.
• Exstream Designer is used to design the page that needs to be printed

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 Contents
• Application
• Document/Pages/Templates
• Design components
• Types of Data files
• Data Mapping
• Variable Creation
• Variable Types
• Output/Output queues
• Demo for Creating Sample Application

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 Application
In Exstream application is the central hub that connects your content creation processes and your data
repository with your delivery systems. For example, in the following simple illustration, notice how the
application organizes the data and design elements so they can be processed by the engine

Data Data
file inputs

Engin
Pag Docum
es ent
Application e

Output Outputs
queue

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 Application (cont.)
• Serves as a container for all of the related objects that make up the application
• An application object can contain five different types of objects, and each of those objects can contain
other objects
• While most of the objects an application can contain are optional, each application must have at least one
document, containing at least one page, and one customer driver data file

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 Document/Pages/Templates :
Templates:
• Page templates use a paper type and additional settings to enforce design consistency.
• Page template defines the default settings for a page, such as the default style and color and bulleting
style. In addition, a page template can restrict certain design activities, such as the variables you can use
or whether you can move page objects
Pages:
• Pages contain your required design
• Paper type or a page template must be set up before you can create a page
Document:
• Documents are container objects in HP Exstream.
• They are used to contain and organize other Library objects that provide the application content.
• Documents can contain pages, messages, and/or sections
• The Page Numbering and Duplex print can be controlled in a Document

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 Design components
The objects that can be added are: Eg: Textbox Properties
Textbox-which allows adding of text and
variables
Tables- allow formatting of variables and text in
rows and columns
 Images
 Flow/image frames
 Library components
 Shapes and charts

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 Data Files
• Exstream data files are objects that tell that exstream engine where to go to read/ write data and
how to process that information.
• Data files themselves do not provide data. They always point to a data source outside of exstream.
 Customer Driver file :  Auxiliary layout files enable you to specify
 Points to an external data source that contain more than one key variable to cause the
customer data. It drives an engine run and engine to read reference file.
provides one set of records for each customer.
Report files :
 Initialization file & Post-sort initialization file :
 Instructs engine to write data to a file .
 Initialization file sets initial variable values .
 Can be used for creating reports applicable
 Post-sort initialization file ,the engine reads them to the dialogue engine run.
only during the second pass of two-step
processing.  Sort index file :
Reference files and auxiliary layout files :  Sort index files let you drive the order of
processing during the second pass of two-
 Is used for storing repetitive information that step processing. On the first pass, the
does not need to be in the customer driver file. engine creates the sort index, and then in
the second pass, the engine uses the sort
 Uses one or more key variables from the driver index file to order the processing.
file to reference data for a given customer.
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 Creating a new data file

Right click data file in design manager and select • Columnar data file :
SBCS data file or DBCS data file right click new data A columnar data file points to a source file that
file. has columns of data of fixed length.
 Columnar Data file in Dialogue Design
Manager:

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 Delimited data File :
 A delimited data file Point to a
source file that has fields separated
by the same character to mark the
beginning and the end of a data
field.

XML Data file :

 XML data file- The information
appears in an Standard XML format
using tags.
 XML Data File in Edit Panel is as
follows

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 Mapping a Variable

Highlight the Data Area you want to map and

then right click to select the option Data Area and
then Map New Data Item (for a new Data Item) or
Variable to be mapped.
For Mapping existing Variable select Map Existing
Data Item which will give you a list of variables to
select from.

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 Data Dictionary

In Data Dictionary all the variables are listed which are created in Design Manager.

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 Variables

Variable is an object in the Design Manager. It is used for temporary storage of the data.
Variables are of two types :
System Variable : User Defined Variable :
System Variables are pre-defined variables in Exstream. They Created by users and can be used for storage of data or any
are used as per the convenience. System variables start with logical operation.
“SYS_’ Cannot Contain Spaces, special characters such as period,
They are mostly used for Page Numbering, Current Date, slash or hash.
Number of Documents Processed by Engine. Cannot be all numbers (should have alphabets).
There should be no two different variable with same name.

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 Creating a Variable

Right Click a Data Dictionary to create a new Add the variable name, description and type
variable. If you want to create array select on array
checkbox.

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 Variable Properties – Basic Tab

Basic Tab – To Define the basic characteristics of the variable like Data type, Source, Reset time etc.

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 Variable Properties – Basic Tab

The source of a variable can be:

User value : If you are defining the value. You can type the value in the initial value text box on the
values tab.
Formulae: Exstream calculates the value on the code/logic defined on value tab.
File only : If the Value is populated from input file such as customer driver file, reference file or
initialization file.
Counter : If the variable that increments at run time based on formulae defined on value tab.

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 Variable Properties – Basic Tab

The data type field indicates what kind of

value is their in the variable
String: String variables represent data that
contains text. The size limit of string variables
in HP Exstream Design and Production is 64K.
Integer : Integer variables represent data that
is a whole number. The range of the possible
field length of an integer variable is negative 2
billion to positive 2 billion..
Boolean : The value of a Boolean variable is
always true or false and can have no other
values.
Placeholder : Placeholder variables represent
data that is content from an external source
and is accessed during an engine run.

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 Variable Properties – Output Formatting

The output format drop down list enables you to control how the data appears on the final composed
page. The option on the drop down list vary depending on the data type of the variable.

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 Output/Output queues

HP Exstream supports many different output channels.

Same application can be sent to multiple delivery channels to accommodate your delivery
requirements.
An Output Driver formats information for electronic or print output destinations
They are of two types
 eDrivers or Electronic Drivers support output in electronic format like PDF, HTML etc.
 pDrivers or Print Drivers support output in print-oriented formats like AFP, PostScript, Metacode
etc.
Output Objects are created in the Environment section.

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 Creation of Output

Object and Specify the Name and the Description Create a new Output Object and Specify the name
of the Output ObjectDeliveryOutputs and the Description of the Output.

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 Output Object Property tab:

Basic Tab:
Model Name - You can enter the model
name of the physical printer
Driver - The Driver can be selected from
the drop down list for the output object.
Example(AFP/PDF)
Resolution – The required resolution can
be set for the output object from the drop
down list. The resolution for the output can
be 300, 600, 1200.
Simple/Duplex – The output can be set as
simplex or Duplex from the drop down list.
Color Mode – From the drop down list the
following color modes are available for the
output, i)Black &White ii)Gray Scale iii)
Gray Scale, black text iv)Highlight v) Full
color.
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 Output Queues :

Output queues define how the final

output should be produced.
They integrate output objects,
inserters, banner pages etc.
The Output Queues are created
under Environment section in the
Dialogue Manager
EnvironmentDelivery Output
Queues
Output Queues Creation
Enter name and description and
click finish.

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 Output Queues- Properties :

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 Output - Resource management Properties :

Options you set on the Resource Management Tab in a Output object’s properties affects file size and
processing speed by determining how the output device handles fonts, images and overlays.
 Font management
 Embed all fonts
 Embed only unnamed fonts
Reference all fonts
Font type- you specify in the Font type list box the type of fonts your output device supports. Consult
your output device documentation for more information on the correct choices of your system.
Image Management- In the image management area, you specify how you want the Engine to handle
image resources.
Image Processing
 Include on each page
 Place at top of the print stream
 Reference External images
 Make External image files

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 Output - Resource management Properties :

Resolution – Your selection in the Resolution drop down list affects the print file size and can impact
print quality. The options are
 Automatic
 Printer Resolution
 Half Resolution
Format –The image should be in the specified format. This dependent on whether the format is
supported by the driver.

Overlays/forms – Dialogue allows you to create reusable forms which are placed at the top of the print
file from where they can be referenced through out the print stream. This overlays enhance engine
processing time as fewer disc writes are required. Following options are available:
 “Do not Create Overlays”- Engine create pages for each customer resulting in large file.
 “Create and include in print file’ results in creation of overlays at top of the print stream and is
dynamically used where needed.

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 Any
Questions??

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