Organizations today are flooded with inbound content such as documents, emails, and images. This information is essential to business operations but remains difficult to access and act on efficiently. While AI has long been an integral part of intelligent document processing (IDP), recent advances in large language models (LLMs) and agentic AI are redefining what is possible. The focus has shifted from basic automation to intelligent orchestration, where systems not only extract and classify information but also reason over it, validate it, and trigger downstream actions. As a result, IDP is becoming a key enabler of end-to-end process automation.

OpenText intelligent document processing solutions are designed for this new era of automation. They combine traditional AI and LLMs with deep integration into enterprise systems to deliver intelligent end-to-end process automation. From capture and classification to validation and orchestration, OpenText IDP solutions help organizations accelerate decision-making, improve compliance, and reduce manual effort. With flexible deployment options across cloud, hybrid, and on-premises environments, and deep integrations with SAP and Salesforce, OpenText enables customers to unlock the full value of their information and scale automation across the organization.

OpenText named a leader in information capture and intelligent document processing

We are pleased to announce that OpenText has been named a Star [Leader] in the 2025 Infosource Global Capture & IDP Vendor Matrix. This is the eighth consecutive year that Infosource has ranked OpenText as a leader. This recognition reflects OpenText’s commitment to empower customers to achieve operational efficiency by boosting employee productivity and accelerating business processes at scale.

Ralph Gammon, Senior Analyst for Infosource Software and the primary author of the report shared “The 2025 Capture & IDP Vendor Matrix reflects a market that is rapidly evolving toward intelligent end-to-end automation, powered by large language models and agentic AI. With a broad and integrated portfolio, strong global execution, and clear vision for how intelligent document processing is a key component of enterprise automation, OpenText is at the forefront of the market transformation. Its ability to combine advanced AI with deep expertise in content and process management has helped OpenText maintain its position as a market leader.”

He then added, “As a global market leader, OpenText has established a broad customer and partner network. OpenText’s deep integrations with SAP and Salesforce bring IDP directly into the systems where work happens, making it easier and quicker for customers to replace manual repetitive tasks with end-to-end automation.”

2025 Infosource Global Capture & IDP Software Vendor Matrix Report

An analysis of the market for capture and intelligent document processing solutions, with an assessment of which vendors are rated as Stars, Competitors, Disruptors and Explorers.

The post OpenText Named a Leader in the 2025 Infosource Global Capture & IDP Vendor Matrix appeared first on OpenText Blogs.

Let’s be honest—work isn’t slowing down. Expectations keep rising, inboxes keep filling, and disconnected tools keep piling on. You're asked to move faster, do more, and stay sharp… all while navigating a sea of tabs, systems, and files. 

There’s no shortage of AI tools promising help. But most fall short: too generic, too risky for company data, or simply unreliable.

If you’ve ever thought, "There’s got to be a better way,” you’re not alone.

That’s why we built OpenText™ MyAviator – a secure, enterprise-ready personal AI assistant that actually works for you.

Imagine your workday like this instead...

 With OpenText MyAviator, it’s simple. Upload your documents—reports, transcripts, spreadsheets, anything—and just ask.

“Help me prep for my customer meeting.”
 “Summarize this compliance doc.”
 “Draft a briefing from last week’s call.”

In seconds, you get relevant, actionable answers – minus the AI hallucinations or security risks. No prompt engineering.  No need to cross-check. Just clear results that help you move faster and smarter.

Need to translate a document or redact sensitive info? One click. Too much to read? Generate a podcast and listen on the go.

That means you get more done in less time without the noise, the risk, or the rework. That’s a smarter workday with OpenText MyAviator, designed to make your life easier and your outcomes stronger.

Meet OpenText MyAviator: A personal AI assistant that actually works for you

Most AI tools aren’t built for the enterprise. OpenText MyAviator is.

It’s secure by design, works out of the box with your OpenText products, and is available wherever you work—web or mobile. Just ask in everyday language and let it do the rest:

• Natural language search and summaries
   Ask questions like, “What were last quarter’s SLA violations?” or “Summarize these 10 case files.”
• Cross-format intelligence
   Analyze PDFs, transcripts, spreadsheets, even video files—in any format, in any language.
• Smart meeting support
   Upload transcripts and get instant action items, highlights, and follow-ups.
• Built-in tools that save time
   Redact PII, translate documents, generate FAQs, prep briefings, or convert dense reports into podcasts.

It’s powerful, personal, and built for everyday productivity.

Value you can see (and feel)

Most public AI tools come with more risk than reward. You end up rewriting, double-checking facts, worrying about data privacy, or just abandoning them altogether.

OpenText MyAviator is built differently to meet the needs of real work:

• Works with what you have: Supports all kinds of files and formats, from documents to videos and beyond
• Ready to go: Built-in tools to remove sensitive info, translate, summarize, and transcribe
• Secure and private: Backed by decades of OpenText experience in keeping enterprise data secure and compliant, the AI doesn’t “learn” from your data

 Real productivity for real work

OpenText MyAviator supports knowledge workers across functions:

• A financial analyst can turn spreadsheets into summaries in seconds.
• A customer support lead can auto-generate FAQs from case histories.
• A field engineer can convert equipment manuals into quick-reference guides.
• A legal team can summarize contracts, redact sensitive content, and prep case files—without switching tools.

From project managers to HR, from marketing to compliance, anyone buried in content can use MyAviator to cut through the noise and focus on what matters.

Why now?

The demand to do more in less time isn’t going away and not all AI tools are up to the task. If they can’t fit your workflow, protect your data, or deliver reliable results, they’re just adding noise.

OpenText MyAviator bridges the gap. It helps you:

• Make confident decisions by cutting through the clutter
• Save hours of manual work every week
• Stay compliant with built-in redaction and privacy controls
• Work smarter, wherever work happens

Let’s put AI to work for you

OpenText MyAviator isn’t just another AI add-on. It’s a personal, secure, always-on assistant to help you and your teams work faster, smarter, and more confidently.

Want to see it in action?

Sign up to get OpenText MyAviator access or meet us at OpenText World 2025 to connect with our AI experts and learn how we’re transforming enterprise work – one personal AI assistant at a time.

The post Meet your secure personal AI assistant appeared first on OpenText Blogs.

OpenText™ Capture (Intelligent Capture), which includes machine learning (ML) and artificial intelligence (AI) technologies, provides omnichannel capture of digitized paper documents and native digital documents to extract content and route information efficiently and securely to the right users and systems in the organization.

June 2025: What’s new in OpenText Capture CE 25.2

Complex backgrounds and mobile images

• Expand the actionable data available and improve accuracy with enhanced processing of mobile-captured images and inbound documents that have complex and colorful backgrounds.
• Reduce manual validation and empower continuous machine learning with the additional extracted data.

For more information about OpenText CE 25.2, check out the release notes on OpenText MySupport.

December 2024: What’s new in OpenText Capture CE 24.4

Increase admin efficiency with large language models (LLM)-created profiles 

• Benefit from LLMs without your data being used to train the models, whether you upload a blank or completed sample document  

• Save time and reduce the need for experts by eliminating the need for administrators to manually create the profiles used by continuous machine learning (CML). 

• Automatically identify and label key data fields using Google Vertex AI to configure CML.  
   
  Note: This capability requires a Google Vertex subscription.

Expand extracted data with use-case specific LLM  

• Automatically identify, extract, and process critical information from structured or semi-structured documents using advanced language models like Robustly Optimized BERT Approach (RoBERTa). 

• Extract specific fields and values as defined for targeted use cases, to increase accuracy from documents such as invoices.  

Modernize with new human-in-the-loop web UI 

• Boost productivity of remote and hybrid employees with responsive web-based UI for configuration and validation. 

• Keep your brand in front of users with no-code configuration to customize the header with your 
  company name and logo.  

• Embed capture in line-of-business web apps. 

Advanced Cloud OCR with Microsoft^® Azure Read OCR 

• Expand the document types and fields that can be processed by Advanced Recognition. 

• Extract actionable data from unconstrained handprint, cursive, and low-quality mobile images with new built-in integration with Microsoft^® Azure Read OCR.  

For more information about OpenText Capture CE 24.4, check out the release notes on OpenText My Support. 

January 2024: What’s new in OpenText Intelligent Capture CE 24.1 

Ingest image formats from mobile devices 

• Process mobile images faster with automated conversion of HEIF, HEIC, and 64-bit PNG images into TIFF images 
• Automatically extract data from HEIF, HEIC, and 64-bit PNG images, often received in emails and as documents 

For more information about OpenText Intelligent Capture CE 24.1, check out the release notes on OpenText My Support. 

October 2023: What's new in OpenText Intelligent Capture CE 23.4

Extract accurate checkbox data automatically with continuous machine learning

• Accelerate business processes by leveraging AI for data accuracy from structured forms

Expanded Integration with Microsoft

• Ingest email content from M365 Outlook by directly connecting inbox folders using Microsoft Graph protocol.

Manage secure connections

• Set up a secure SFTP connection with the new option to use SSH keys for export.

For more information about OpenText CE 23.4, check out the release notes on OpenText My Support.

July 2023: What’s new in OpenText Intelligent Capture CE 23.3

Updated audit logs and admin reports

• Support compliance with new exportable detailed audit logs and admin reports that help verify the “who” and “what happened” related to captured information and extracted data.

Arabic support: capture and extraction

• To expand the documents that can be classified and extracted, Arabic is supported, including the creation of text-searchable PDF files and document classification/data extraction.

For more information about OpenText CE 23.3, check out the release notes on OpenText My Support.

April 2023: What’s new in OpenText Intelligent Capture CE 23.2 

Smart document classification using continuous ML and NLP 

• Increase document separation and classification accuracy with two new continuous machine learning models for document separation and NLP-based document classification. 

Postal address recognition using continuous ML 

• Process documents faster with new continuous machine learning for postal addresses that automatically selects the correct address when multiple addresses are in a document. 

View fuzzy search alternatives in the human-in-the-loop UI 

• Reduce the need to consult other applications when matching against a database that includes multiple entries that are nearly identical. The new Enable Alternatives setting for the SnapMatch capability will show not only the best match, but also the next best matches for user consideration.  

For more information about OpenText Intelligent Capture CE 23.1, check out the release notes on OpenText My Support. 

February 2023: What’s new in OpenText Intelligent Capture CE 23.1

Natural language processing for unstructured content   

• Built-in integration with Magellan Text Mining automatically extracts named entities, such as people, organizations and locations, and creates content summaries with less time spent on data entry and IT customization. 

Expanded Integration with Extended ECM and Documentum 

• New workspaces can be created in OpenText™ Extended ECM when documents are exported from Intelligent Capture.  
• OpenText™ Documentum™ D2 native workflows can be set up directly through the Intelligent Capture REST-based exporter  

For more information about OpenText Intelligent Capture CE 23.1, check out the release notes on OpenText My Support. 

October 2022: What’s new in OpenText Intelligent Capture CE 22.4  

Enhancements to Advanced Cloud OCR integration 

Organizations that use the product’s Advanced Cloud OCR capability can improve OCR accuracy and regional data privacy compliance by specifying the content’s language and the required region for data residency.  

Information extraction for intelligent automation 

Business users will save time with the new capability that uses machine learning to automatically extract postal addresses. This update supports many EU and North American country formats.  

Integration to Documentum with REST Services 

Organizations with the OpenText™ Documentum™ D2 UI or Documentum xCP can securely export captured content from Intelligent Capture to Documentum through a new REST-based exporter. Integration with REST services is key for modern data centers and cloud implementations of Documentum.    

For more information about OpenText Intelligent Capture CE 22.4, check out the release notes on OpenText My Support. 

November: 2021: What's new in OpenText Intelligent Capture CE 21.4

OpenText Intelligent Capture (formerly Captiva) Cloud Edition (CE) 21.4 highlights OpenText's commitment to build more machine learning, native cloud and advanced automation capabilities into a market-leading capture platform. As capture is the starting point of ECM and ERP solutions, being able to automatically ingest incoming documents and data provides organizations with an immediate and demonstrable return on their investment. The CE 21.4 release includes three powerful new capabilities:  

Information Extraction Engine (IEE) machine learning 

OpenText Intelligent Capture now includes OpenText™ Information Extraction Engine (IEE), a proven third-generation machine learning engine, which drastically reduces set-up time. It has the ability to recognize and learn new incoming document types and auto-classify and extract data from these documents (as well as variations of those documents,) significantly reducing the need for manual set-up and sorting.  

Although Intelligent Capture has utilized machine learning, such as Production Auto-learning (PAL) for nearly a decade, the addition of IEE has many partners and end users delighted. They anticipate major cost savings by being able to automatically recognize and learn new document types without the need to manually identify new documents and variations via scripting or configuration.  Improved recognition results begin immediately and IEE never stops learning and improving! 

Containerization for the REST subsystem   

In addition, Docker container support for Real-Time/ REST subsystem and Web Client has been added to simplify software deployments, scaling and upgrades.  Intelligent Capture 21.4 also includes Advanced Cloud OCR (separately licensed) that provides excellent results on handwritten and cursive text, documents with challenging backgrounds and documents captured on cell phones.   

New integrations for Advanced Cloud OCR and OpenText™ Magellan 

OpenText™ Magellan™ Text Mining sentiment analysis (also separately licensed) is now seamlessly integrated into IEE and uses Natural Language Processing (NLP) and can provide document-level insights: positive, negative, or neutral.

June 2020: What’s new in OpenText Intelligent Capture Cloud Edition (CE) 20.2

OpenText™ Intelligent Capture (formerly Captiva) Cloud Edition (CE) 20.2 continues to deliver innovation in automating manual processes, enhanced user interfaces (UIs) for increased user productivity and integration directly with OpenText™ Extended ECM.

The Intelligent Capture Web Client has been significantly enhanced in CE 20.2 to include powerful new automation capabilities and an updated, ergonomic and intuitive UI for remote users to accomplish more with less manual sorting and fewer keystrokes.

These significant automation and UI updates are made specifically for the Web Client, enabling field and home workers to process more documents with fewer manual steps. These enhancements include Single-Click Entry, Auto-table complete and On-Image Navigation.

July 2019: What’s new in OpenText Intelligent Capture

July 2019: Introducing OpenText Intelligent Capture

The post What’s new in OpenText Capture appeared first on OpenText Blogs.

OpenText™ Knowledge Discovery (IDOL) provides a data analytics platform for enterprises who need to extract maximum value from all their text, audio, video, and image data, from any repository in any file format. Providing data extraction, data enrichment, precise search and knowledge discovery, Knowledge Discovery helps organizations discover valuable information they did not know they had, whilst also identifying compliance risk associated with document contents such as personally identifiable information (PII) using entity grammars. 

With an unparalleled history in artificial intelligence and machine learning, Knowledge Discovery provides a unique set of optimized models to fit any application, accelerating time to value. Connecting and gathering information from diverse locations with over 160 connector types, including Public and Private Cloud and On-Premise, Salesforce, Microsoft® 365, Google Workspace and OpenText Content Solutions and can access and retrieve information and knowledge from over 2000 file types.  

May 2025: What’s new in OpenText Knowledge Discovery CE 25.2

This OpenText Knowledge Discovery (IDOL) CE 25.2 release includes various functional and performance improvements, new connectors, file format support, and many other additions. 

New connectors

• Improved OpenText Information Archive connector – An updated bidirectional connector for the Information Archive repository allows it to archive data as well as search and understand previously archived data.

• New Guidewire connector – A searching connector enables the ingestion of contract and policy content into the OpenText Knowledge Discovery index.

Named Entity Recognition - Landmarks exposed to pre-process

• Defined improvements in Named Entity Recognition – Added elements for Turkish Address, more city names in NZ Addressand the NZ Social Welfare number. 

• Defined improvements in PCI - Added extra delimiters for card details, in names and medical details, as well as expanded landmarks for Telephone context matching. 

• PII Japanese names accuracy improved - Increased accuracy of Named Entity Recognition detecting Japanese names, and improved ability to correctly identify Japanese names within a document.  

Opentext File Content Extraction updates and other improvements

• File formats - New Design Web Format (DWF) filter support, metadata now available from password-protected iWork files and additional formats detected. 

• Performance improvements – A reduction in the iWork reader disk footprint as well as a reduction of the footprint of the common third-party libraries. 

• Easier access to HTML Export from Filter – Improved ability to select XMP metadata elements and subfile extraction arguments added to C++ API 

• OEM platform – OEM Easier fault diagnosis with library-wide logging, improved security of inter-process mechanisms and better HTML Export fidelity for DWG Docs.  

January 2025: What’s new in OpenText Knowledge Discovery CE 25.1  

Organizations are looking to access all their Enterprise Data; but in a world where 90% of existing corporate knowledge is in Unstructured formats, over 50% of organizations are not tapping into this aspect of their knowledge with any form of discovery. Customers can use OpenText Knowledge Discovery with new interfaces, including using Natural language questioning to reach their information securely across all users. 

This OpenText Knowledge Discovery (IDOL) CE 25.1 release includes various functional and performance improvements, new connectors, file format support, and many other additions. 

New APIs added 

PII named entity resolution REST API – created a published REST API to access OpenTex Named Entity Recognition for PII functionality. Simplifies the adoption of Knowledge Discovery Al technology by internal and external OEMs 

Rich-Media analysis REST API – created a published REST API to access all Rich Media analytics functionality. Simplifies the adoption of Knowledge Discovery Al technology by internal and external OEMs 

Ingest and connectors 

New OpenText DAM connector

• A highly functional connector to the OpenText DAM product. This allows OpenText Knowledge Discovery to ingest and enrich content from the DAM repository and keep the data synchronized between the two systems to provide DAM content filtering using the Search Abstractor API 

Improved security in OpenText Content Management (Extended ECM) Connector  

• Increased alignment of document security policies between OpenText Content Management and OpenText Knowledge Discovery

• OpenText Content Management has numerous document security models above and beyond document folder based, where possible these have now been mapped to OpenText Knowledge Discovery's understanding of access rights

OpenText Named Entity Recognition - Landmarks exposed to pre-process 

Defined grammar landmarks are now visible at the pre-process stage of OpenText Named Entity Recognition

• Pre-processing can significantly help in reducing latency and workload, landmarks can be used to help make selection decisions at this early stage. DLP OEM vendors will benefit from this.  

PII Thailand names accuracy improved

• Increased accuracy of OpenText Named Entity Recognition detecting Thai names - the new grammar has an improved ability to correctly identify Thai names within a document  

Deployment and other improvements 

Automatic scaling OpenText Knowledge Discovery platform for Kubernetes

• Published Helm charts to deploy OpenText Knowledge Discovery with the ability to automatically scale resource - deployment size flexibility along with simplified expansion as and when required 

Vault integration with OpenText Knowledge Discovery components

• OpenText Knowledge Discovery microservices can securely store passwords and keys in the Vault repository (or equivalent)  
• Customers will benefit from cloud deployment best practice of secure central storage of passwords and keys etc. 

December 2024: What’s new in OpenText Knowledge Discovery CE 24.4 

Organizations are looking to access all their enterprise data; but in a world where 90% of existing corporate knowledge is in unstructured formats, over 50% of organizations are not tapping into this aspect of their knowledge with any form of discovery. Customers can use Knowledge Discovery with new interfaces, including using natural language questioning to reach their information securely across all users. 

This OpenText Knowledge Discovery (IDOL) 24.4 release includes various functional and performance improvements, new connectors, file format support, and many other additions. 

New API added 

Search Abstractor Rest API – created to support conversational question and answering with better context for AI generated responses. Conversation server, working with FAQ answers through Answer bank, Fact bank and now LLM’s remembers the context of questions within the conversations service in Knowledge Discovery. Adding to the great governance provided by curated answers. 

Filtering support in the Search Abstractor adds parametric fields for pre-filtering of documents. The search results can provide microscopic view of either single or multiple documents through criteria for fine grain filtering. The searching can now utilise prior knowledge to allow focus on RAG document retrieval, by using parametric fields to build a subset of entities for RAG. 

Working across text documents and images simultaneously in the search abstractor. Searching can now take criteria of both text and images as search criteria, and the results will also include similar images making Multi Modal search available. 

Ingest & connectors 

• Salesforce – Updating the connector to stay up to date with the changes in Salesforce. 

• Additional Pre filtering for focused selection added to OpenText Core Content Management & OpenText Content Management.

• IBM FileNet P8 Each document in FileNet can have multiple binary files which we now interrogate. 

Text analytics 

• Analytics: LLM based image matching - Image based transformers can be used to generate vectors for the Knowledge Discovery (IDOL) Index. Customers can now search for similar images based on not just the textual description but also the actual image content.   

Media Server 

• The Media Server as a NiFi Processor is now available with full functionality. This allow NiFi workflows and the ability to scale and manage the Media Server app though Nifi clustering. 

• Demo application with abilities to process and analyze images and other functionalities is now available in the Media Server for ease of use. 

File content extraction

• Filtering of Source Code comments 

• Support added for Metadata output for .mht files & QuickTime (.mov) files. 

• Extended format detection, with support for 93 additional file formats. 

• In HTML Export the pdf2sr reader to extract images from pages in a PDF file, you can now configure the size of the images to produce. 

Deployment & other improvements 

• HELM charts for Kubernetes provide a comprehensive set of options to assist complex deployments. With the 24.4 release we bring further enhancements to our HELM charts. 

• Named Entity Recognition SDK: You can load multiple grammars and then dynamically turn off what it is not needed for a particular document, allowing the flexibility of swapping grammars with less degradation of performance in comparison to the loading unloading cycle of grammars. The new thing is a reducing of the overall impact of this process.  

July 2024: What’s new in OpenText Knowledge Discovery (IDOL) CE 24.3

OpenText Knowledge Discovery CE 24.3 is a significant release for the third quarter of CY24. There is an increasing need for companies to reach a greater variety of data, which adds to the complexity of their search types. We allow all customers to achieve a suitable response in their enterprise-wide search across all levels of an organization.

Now part of Content Services, the combination of best of breed products will help organizations who are looking to access all their corporate knowledge through enterprise search. Bringing additional abilities to derive deeper insights, reach actionable conclusions quicker, and gaining a new level of investigative analytics, across content, teams, and projects. Document level security is also enhanced, with extra features to report and export securely and track data delivery end to end.

The Knowledge Discovery CE 24.3 release includes various functional and performance improvements, new connectors, file format support, and many other additions.

The main improvements in version CE 24.3 are listed below:

Ingest 

• Microsoft Teams, Zoom, Cisco Webex and Google Chat connectors – New connectors allow customers to collect collaborative video meetings for retrospective analysis and/or content retrieval as part of aviator search.

Text Analytics 

• Search abstractor – Customers will have better context provided by the RAG to pass on to the GenAI, therefore experiencing a higher likelihood of a correct answer being produced.

• Specific document retrieval – Customer can ask the system to find and return a specific document that matches their unique specification.

Rich Media Analytics 

• OCR improvement – Improved OCR for better support of scrolling text. Customers will experience a higher accuracy of extracted text from video imagery. 

• Speaker ID improvement – Customers will experience a higher accuracy of Speaker ID from video or audio files. 

KeyView 

• Added Audio and Video to the Export SDK.

• Added 30 new formats to File detection. 

• Metadata API Improved to limit duplicated data.

• New .NET API.

• Added support for Python 3.12.

Solutions 

• Knowledge Discovery Discover – Discover provides investigative analytics and advanced UI for searching and analyzing relations between objects, with project and team collaboration along with full oversight on the analytics process.

• Knowledge Discovery for Microsoft Exchange – Knowledge Discovery can be added as a BOT in MS Exchange allowing customers to directly access the functionality via simple natural language prompts emailed to a BOT email address in MS Exchange. 

Deployment & Licensing changes 

All components are now published to the Public Docker Hub repository to allow easier installation, maintenance and upgrades.

• Eduction Python EDK – Customers who prefer to program using the popular Python language can now use it to control our Eduction engine, simplifying their integration experience. 

• Eduction for Windows ARM – OEM users of Eduction EDK can now deploy on Windows ARM systems. 

• Additional license feature
  • From CE 23.2, we are introducing an additional license feature – a “version.key” 
  • The file is available in the SLD portal for customers with an active support contract and is required for all Knowledge Discovery installations running CE 23.2.
  • New key will be issued with every future Knowledge Discovery release. 

April 2024: What’s new in OpenText Knowledge Discovery (IDOL) CE 24.2

Organizations are looking for conversational access to enterprise data; in a world where 90% of existing corporate knowledge is in unstructured data, over 50% of organizations are not tapping into this aspect of their knowledge with any form of discovery. Customers can use the new interfaces with Q&A using natural language questioning to deliver their information with data securely to all users.

This OpenText IDOL 24.2 release includes various functional and performance improvements, new connectors, file format support, and many other additions.

New solution added: Teams client

• Customers can access functionality using simple natural language prompts directly via the Teams interface.

Ingest & connectors

• Drupal Connector – Updated to support the latest API changes and allow data extraction from old and new Drupal versions.  

• Google Workspace Connectors – Content extraction is now accessible from the major Google Workspace apps including Mail, Calendar and Chat using dedicated connectors.

• Web Connector 2FA – Updated to allow 2Factor Authentication. 

• Additional new connectors – Stack Exchange; Moodle and OpenText eDocs.

• IDOL Media Server – Can now run within NiFi, allowing processing of media streams & sources.

Text analytics

• Analytics: Search abstraction – IDOL can now automatically decide which index type to use to achieve the best response. The functionality abstracts the complexity of search types, democratizing Enterprise search, and allowing all users to achieve a suitable response, across all levels of an organization. 

• Multi-document summarization – Generative summary compiled from answers sourced from multi documents. The functionality provides richer answer to any question asked as it can be the combination of multiple parts sourced from different documents. 

• Dynamic clustering of vector results to identify grouping – Customers can use the grouping of results to select a variation in documents returned rather than returning very similar documents with no added information. 

• Analytics: LLM based image matching – Image based transformers can be used to generate vectors for the IDOL Index. Customers can now search for similar images based on not just the textual description but also the actual image content.   

Media Server

• The Media Server as a NiFi processor is now available with full functionality. This allow for NiFi workflows and the ability to scale and manage the Media Server app though Kubernetes. 

• Demo application with abilities to process and analyze images and other functionalities is now available in the Media Server for ease of use. 

KeyView

• Tabular data detection for One Note & pipe separated text.  

• OCR is now available on MacOS through the KeyView SDKs.

• Header & Footer are now configurable through Python APIs.

• Significant Performance improvements through Shared Memory Streaming.

• Additional Formats, Security & Compatibility improvements.

Deployment & other improvements

• HELM charts for Kubernetes provide a comprehensive set of options to assist complex deployments. CE 24.2 brings further enhancements to our HELM charts. 

• Eduction SDK Post-processing access to match context.

The post What’s new in OpenText Knowledge Discovery appeared first on OpenText Blogs.

If you’ve ever wondered how big companies keep track of all their documents, data, and files—especially when they have tons of employees all over the world—here’s your answer: OpenText™ Documentum™ Content Management (CM). It is a cloud-ready document management software solution built to grow with your business and handle large amounts of work without slowing down.

Built to grow with you

Think of your business as a busy restaurant. On a normal day, you serve a few customers, but on a crazy night, everyone’s ordering at once. OpenText Documentum CM is like a kitchen that grows and speeds up to handle all those orders without any trouble.

Here’s how it does it:

Smart scaling that keeps up 

OpenText Documentum CM adjusts automatically to give you the right amount of computing power, storage, or network speed. Whether you have 100 or 100,000 users, it works with cloud platforms like Amazon Web Services (AWS), Microsoft® Azure, and Google Cloud to keep things running smoothly. 

Containers keep things moving 

OpenText Documentum CM uses tools like Docker containers and Kubernetes, which help it update and grow without shutting down, while simultaneously keeping everything secure. That means no annoying interruptions when your business is working hard! 

Serverless computing to save money 

Serverless computing is like hiring a cook who only works when there’s food to make. OpenText Documentum CM can run on serverless setups (like AWS Lambda), using resources only when needed. This saves energy and money, keeping things efficient, even with lots of users. 

Multiple repositories for strategic control 

Need to keep different teams or regions separate? No problem. You can create as many as you need in one system (think of them as separate filing cabinets for different teams or projects with special rules) in one system. It keeps your content organized and secure, no matter how much data you’re dealing with. 

Load balancing for busy days 

What happens when hundreds (or thousands!) of people log in at once? No slowdowns. OpenText Documentum CM spreads the work out evenly using load balancing, so everything stays fast and reliable. It’s like opening extra checkout lines at a busy store—everyone gets served faster, and the system stays reliable. 

Global access with local rules 

If your team is spread across the world, OpenText Documentum CM has you covered. OpenText’s global cloud uses data centers in different countries to give everyone fast access. It also follows local data laws (like GDPR in Europe) to keep things safe and legal, which is a big deal for global businesses. 

Always tuned for speed 

Behind the scenes, OpenText experts are constantly monitoring the system to keep it running at its best. They tweak, tune, and optimize everything so your team doesn’t have to worry about slowdowns. 

The bottom line

OpenText Documentum CM is built to handle big jobs in the cloud. It grows easily, stays organized, and keeps things fast and secure, no matter how much your business grows. With OpenText’s global cloud support, it’s ready to manage millions of documents or users across the world and is a reliable choice for any business with big data needs. 

So yes—OpenText Documentum CM isn’t just ready for big jobs, it thrives on them. 

The post Can OpenText Documentum Content Management handle big workloads in the cloud? Yes, and here’s how! appeared first on OpenText Blogs.

It’s a big ask to push knowledge workers to be more productive when most struggle to access the very thing needed to power the job at hand: knowledge. Yet that’s the current reality, with only 25 percent of organizations perceiving employees as extremely confident they have access to all the knowledge needed to perform daily tasks.[1]
 
And the biggest contributing factor: the very systems meant to improve how employees work. The same survey showed current technology tools are not fully meeting business needs, with just 34 percent[2] of companies confident in the ability to organically facilitate knowledge sharing and information.
 
What’s needed is an information foundation enabled by document management, allowing employees to stop wasting time hunting for information by breaking down the barriers between the applications they use every day to remove information silos.
 
Let’s explore four ways to elevate the knowledge worker and boost productivity with document management solutions.

1. Deepen collaboration—with control

As technology has progressed, knowledge workers have benefited from digital transformation at every turn. Thanks to the digitization of documents, gone are the days of passing around a creased, coffee-stained report to collaborate. However, this shift has also introduced some new challenges. Where is the document you need to collaborate on stored? An old email? A random file share? Yet another application? Are you sure you’re working with the most recent version of the document? Or did you miss that IM from your co-worker with their changes attached?

Document management systems establish a single source of truth—one place where knowledge workers know they can easily find the most up-to-date content. And when changes are made to those documents, they’re saved as a new version with a full audit trail of who made changes and when. Granular permissions also ensure that only the right people have access to sensitive information, so knowledge workers can share and collaborate with the confidence that proper protections are always in place.

2. Reduce painful application switching

Eight in ten (84%) organizations report information silos have a noticeable impact on employee productivity and operational efficiency.[3] Modern document management solutions reduce constant application switching among knowledge workers, leveraging out-of-the-box integrations that connect to key business applications.

By delivering content in familiar interfaces, document management systems give knowledge workers instant insights within the applications they use every day—delivering massive productivity gains. For example, Sales teams can spend more time selling and less time searching for information, responding quickly to customer needs, uncovering buying trends, and identifying new opportunities.

OpenText continues to expand document management integration capabilities, leading the way with support for:

• SAP®
• SAP® SuccessFactors®
• Salesforce®
• Microsoft®365 Teams and Office
• Microsoft Dynamics 365 Sales and Service
• Microsoft Dynamics 365 Finance and Operations
• Microsoft Power Platform
• ServiceNow
• Oracle EBS
• Guidewire
• IBM Maximo
• AutoCAD
• Google Workspace

3. Remove blind spots

Document management solutions create a single source of trusted information, allowing knowledge workers to work smarter and faster. With a complete picture of all information in one place, users can make informed decisions with the most up-to-date content at their fingertips—able to start and complete key activities with ease.
 
OpenText takes this advantage one step further with dedicated business workspaces that bring together all relevant content, data, team members, and workflows to create a comprehensive view of a customer, asset, project, opportunity, or any business object.

4. Provide an AI content assistant

GenAI is changing how knowledge workers engage with information, enabling users to reduce tedious tasks and gain valuable insights. With an AI content assistant, documents can be quickly summarized, compared, and translated. This frees up the knowledge worker to focus on other tasks. As a result, employees can turn 20 minutes of hunting and pecking for information into immediate answers, extracting additional value from content across the organization. Using data curated within a document management platform, content can also be used in new ways and repurposed, with workers able to easily create charts and graphs, customer correspondence, blog posts, and other key assets.
 
With GenAI capabilities integrated directly within document management platforms, OpenText is accelerating GenAI benefits through AI-to-AI integrations. For example, AI content assistant integration with Salesforce Agentforce allows Sales and Service teams to summarize customer buying trends and upsell relevant products and Customer Service teams to easily summarize and resolve claims.

Get on the AI productivity path with OpenText

Elevating knowledge worker productivity by improving collaboration, reducing application switching, creating a single source of truth, and tapping into GenAI to make better decisions is just the beginning.

[1] Foundry Research sponsored by OpenText, MarketPulse Survey: Digital Friction, September 2024
[2] Ibid
[3] Ibid

The post Four ways to elevate knowledge workers with document management solutions appeared first on OpenText Blogs.

Customers trust OpenText^™ Documentum^™ Content Management (CM) to help them ensure their high volume, critical business content is secure, organized, preserved and easily accessible while adhering to privacy and security protocols. Documentum users are also extending the value of their content to the cloud, simplifying access for content creation and collaboration, driving productivity improvements with easy-to-understand and personalized user experiences, all while applying Documentum’s robust governance at every stage of the content lifecycle.

June 2025: What's new in OpenText Documentum CE 25.2

The release of OpenText™ Documentum™ Content Management (CM) CE 25.2 is a game-changer, introducing a robust set of features to elevate productivity, strengthen security, and simplify workflows. This update focuses on five critical areas: enhanced user experience, modernization and migration, powerful business application integrations, improved governance, and AI-driven workflow insights. Let’s explore how these updates can transform your content ecosystem. 

A next-gen user experience that boosts efficiency 

CE 25.2 redefines user interaction with a sleek, intuitive interface designed for ease of use. The new rich text editor simplifies content creation, while features like the recycle bin prevent accidental data loss. Workflow visual indicators provide instant clarity on document status, and enhanced viewing capabilities support multiple rendition formats, ensuring seamless access to content. These updates cut down on training time and empower users to work more efficiently, making daily tasks feel effortless. 

Modernization and migration made seamless

Upgrading to CE 25.2 is now a breeze, thanks to smarter migration tools. Search migration efficiencies slash downtime, and optimized HELM charts reduce manual errors during deployment. With certification for Java 21 and Microsoft Azure HSM encryption, the platform ensures secure operations and compliance, especially for regulated industries. These enhancements make transitions smoother, letting organizations modernize without the usual headaches. 

Powerful integrations for enhanced collaboration

Collaboration gets a major boost with CE 25.2’s seamless integrations. The improved Microsoft® 365 Teams integration enables co-authoring of OpenText Documentum CM content directly within Teams, fostering real-time teamwork. Additionally, CMIS API extensions allow effortless connectivity with systems like SAP® S/4HANA, creating a unified content ecosystem. These integrations break down silos, ensuring your teams can work together efficiently across platforms. 

Stronger governance to safeguard your data

Security and compliance remain top priorities in CE 25.2. Integration with Microsoft Purview, introduced last release, now supports sensitivity labels with user-defined permissions, and protected mail search, giving you tighter control over sensitive data. These governance features help organizations meet stringent regulatory requirements while protecting critical information, ensuring peace of mind in an increasingly complex digital landscape. Available only with containerized OpenText Documentum CM deployments.

AI-driven workflow insights for smarter decisions 

The introduction of AI-driven workflow insights sets CE 25.2 apart. With OpenText Content Aviator, users gain access to intelligent summaries and risk flagging at every workflow stage, enabling faster, data-driven decisions. AI-drafted reports further streamline processes by reducing manual effort, allowing teams to focus on high-value tasks. This intelligent automation enhances productivity and positions organizations to stay ahead of the curve. 

Conclusion: A smarter, more efficient content ecosystem

OpenText Documentum Content Management CE 25.2 isn’t just an update—it’s a transformative leap forward. By prioritizing user experience, seamless modernization, robust integrations, stringent governance, and AI-powered insights, this release equips organizations to manage content more effectively, securely, and intelligently. Whether you’re looking to boost collaboration, ensure compliance, or leverage AI for smarter workflows, CE 25.2 delivers the tools you need to thrive in today’s fast-paced digital world. Ready to streamline your content ecosystem? This is the upgrade you’ve been waiting for. 

December 2024: What's new in OpenText Documentum CE 24.4

OpenText Documentum Content Management (CM) CE 24.4 introduces significant enhancements designed to extend the value of your current system by delivering the right functionality to the right users at just the right moment.  The main improvements in this release are listed below:

Delight users with instant access to content using biometric authentication

It does not matter if your users favor an Android or Apple smartphone, they are used to having access instant access using biometrics.  Why should it be any different when they need to access content on-the-go?  Now users can enable login via biometrics using the OpenText Documentum CM Mobile app settings. Biometric authentication provides the following benefits:

• Enhanced security - Biometric authentication uses unique traits (e.g., fingerprints, facial recognition, voice) to enhance security over traditional passwords.
• Convenience - Users no longer need to remember or manage complex passwords, as biometric methods allow quick and effortless access with a simple scan or gesture.
• Personalized experience - Ties access directly to an individual, ensuring a seamless and tailored user experience without the need for additional verification steps.
• Versatility across devices – Support for Apple smartphones and Android smartphones offers a consistent and familiar method across multiple platforms.

Give users an intelligent assistant right at their fingertips

OpenText Content Aviator can now be used to expand the value of your business content and lighten your users’ daily workload in the cloud and off-cloud.  Gone are the days of manually summarizing content, creating detailed bullet lists, tabulating lists, identifying risks or creating draft plans based on content stored in various folders.  The intelligent assistant puts chat-based conversational search right at your employees' fingertips. With the added ability to run OpenText Documentum CM with OpenText Content Aviator off-cloud, organizations can realize the following benefits:

• Data privacy and security - Keeping GenAI operations on-premises/off-cloud ensures sensitive data remains completely within the organization’s control.
• Offline functionality - On-premises AI systems can operate without internet connectivity, ensuring uninterrupted access in environments with unreliable networks, such as remote facilities or during outages.
• Compliance with industry standards - For industries like finance, healthcare, or government, where regulatory requirements mandate data residency or restrict third-party access, on-premises AI ensures adherence to these rules.

Seamless, consistent protection across both Microsoft® and OpenText Documentum CM environments

The new integration with Microsoft Purview Sensitivity Labels provides an extra layer of information governance, compliance, and security while maintaining seamless collaboration. This will help organizations:

• Streamline document classification – Ensure documents stored in the repository are classified based on organizational policies. This can be completed manually by users or automatically based on metadata, content, or predefined rules.
• Safeguard sensitive content – Protect sensitive content even when downloaded or shared outside OpenText Documentum CM.
• Comprehensive document tracking with Microsoft Purview – Provide detailed tracking of how documents are accessed, modified, or shared within and outside OpenText Documentum CM using Microsoft Purview’s audit capabilities.
• Secure collaboration with Microsoft Teams, SharePoint and OneDrive - Enable secure integration with Microsoft Teams, SharePoint, and OneDrive, allowing users to access and collaborate on OpenText Documentum CM-stored files while maintaining security controls.
• Unified security with Purview Sensitivity Labels - Extend Purview Sensitivity Labels to ensure consistent classification and security policies across all repositories using OpenText Documentum CM in a hybrid environment (on-premises + cloud).

Personalized efficiency for effortless content access

The new OpenText Documentum Smart View features help organizations tailor content effortlessly by providing a more personalized user experience, improved workflow efficiency, and streamlined document management. The following are some of the new features in this release: 

 Various menu improvements (Versions, Renditions, Location, Workflow, and Relations)

• Enhances user experience with more intuitive navigation.
• Increases efficiency by reducing time spent searching for options.
• Improves accessibility to key document-related actions.

View workflows on a per document basis

• Provides better visibility into document-specific workflows.
• Enables faster decision-making with clear workflow tracking.
• Reduces errors by ensuring the correct workflow is followed.

Improvements to iURLs for direct file viewing

• Provides updates to relationship management when creating or importing documents.
• Aids in updating landing page changes.

Filtering improvements

• Doclist (Show or hide folders) - Allows users to customize their view for a more focused workspace and reduces clutter by hiding unnecessary folders.
• Business filters for tasks on workflow overview widget - Helps users quickly find relevant tasks and enhances productivity by streamlining task management.

Caching improvements

• Cache last folder navigation - Saves time by remembering previous locations and reduces the need for repetitive navigation.

Date improvements

• Users can set their on date formatting (Long, short, etc.)  - Provides flexibility based on user preferences and improves clarity in international teams with different date formats.
• Client can show local time zone while server maintains server time zone  - Prevents confusion from time zone differences and ensures accurate time tracking across global teams.

Manual import of rendition to existing documents

• Streamlines the process of updating documents.
• Reduces errors by maintaining accurate document versions.

Visual indicator when a markup exists in IV

• Enhances visibility of document changes or annotations.
• Improves collaboration by ensuring markups aren’t overlooked.

Multi-binder ability in IV (Concatenation of selected documents in the viewer)

• Enables easier document comparison and review.
• Saves time by allowing multiple documents to be viewed as a single entity.

Enhancing integration and real-time interaction using OpenText Documentum CM SDK’s external widgets

The external widget in Smart View facilitates smooth integration with external clients, providing real-time updates and interactions with independent applications. It stays visible on-screen and updates dynamically as users engage with objects. This feature eases the shift from classic to Smart View by supporting the migration of custom dashboards, welcome pages, and app integrations. Using OpenAjaxHub allows customers to repurpose existing integrations for event subscription and publishing, ensuring seamless two-way communication between Smart View and almost any component. This will help organizations:

• Enhanced integration – Works with any JavaScript framework supporting OpenAjaxHub, an open standard.
• Real-time interactivity – Allows Smart View to send and receive events, enabling two-way communication.
• Improved user experience – Keeps widgets accessible and updated without requiring manual refreshes.
• Practical use case – Example implementation with Documentum Reports, where users can trigger client events externally via the “Show Report Templates” button.

Leverage the new OpenText Documentum CM Search off-cloud

The new OpenText Documentum CM Search offers rapid performance tied to compute power, improved search accuracy via a machine-learning engine supporting multiple languages and advanced search types (vector and semantic), a modern web-based admin interface for remote customization, and containerized architecture for cloud scalability, compatible with various file storage integrations like NAS, SAN, CAS, and Cloud-Store/SDS. This will help organizations:

• Improve efficiency and productivity - Lightning-fast, compute-powered search helps employees quickly find documents, cutting search time and boosting productivity.
• Enhance decision-making - Machine-learning engine enhances search relevance with multi-language, vector, and semantic support, aiding accurate, context-driven decisions.
• Save money- Containerized, cloud-optimized architecture cuts costs with scalable integrations (NAS, SAN, CAS, Cloud-Store/SDS), reducing reliance on expensive on-premises hardware.
• Support global accessibility - Supports multiple languages and a web interface, enabling effective search access and collaboration for global teams.

Streamlined business process structures with a fully integrated Microsoft® Teams® owner experience

Gone are the days of relying on IT or Cloud Ops to manipulate complex workflows to meet the changing demands of the organizations, now business power users and administrators can easily:

• Unlock documents
• Cancel checkouts
• Pause a workflow
• Resume a workflow
• Abort a workflow
• Update a workflow supervisor

BOCS: Empowering remote operations with instant, offline access to critical materials

BOCS (Branch Office Caching Services) enables remote offices, such as oil rigs and mines, to instantly access the latest materials like manuals, repair instructions, and safety guides, even without network connectivity. This is achieved through containerization of OpenText Documentum CM Messaging Services (DMS), updates to Smart View and M365 for accessing cached content in BOCS, and providing instructions for BOCS access and off-cloud deployment. A few examples of business benefits are:

• Efficient, scalable deployment across multiple remote locations using Containerization of OpenText Documentum CM Messaging Services (DMS).
• Enables smooth access to cached content and ensures compatibility with existing tools and workflows.
• Reduce setup time and technical challenges for remote deployments by providing clear BOCS access and off-cloud deployment instructions.

Deliver more insightful, actionable data

Through enhanced reporting and dashboards combined with improved usability and customization options, improves usability and provides easy to customize options.  Now available as part of the OpenText Documentum CM X-Plans, the new reporting and dashboards take advantage of the modern capabilities of the Smart View client.  The new administrative toolkit includes templatized reports and dashboards. Reports are powered by templates and configurable Documentum Query Language (DQL) that aid in the creation and delivery of new reports.

August 2024: What's new in OpenText Documentum CE 24.2

The OpenText Documentum CE 24.2 release includes new capabilities designed to help organizations deliver the power of Documentum throughout their organization in a more personalized manner.

Accelerate content discovery through chat-based conversational search

OpenText™ Content Aviator for Documentum is the intelligent assistant everyone wants because it helps users discover content faster with an interactive chat interface.  Users can quickly understand documents with automated analysis, summaries and translations.  This boosts productivity, efficiency and satisfaction by providing instant access to relevant answers to natural language questions.

Improve search results with the next generation of Documentum Search

The new Documentum Search provides:

• Lightning-fast performance that matches with compute power
• Enhanced search relevance through use of a machine-learning analytic engine that supports different languages, vector & semantic search
• A modern web administrator interface that provides effective tools to make it easier to tailor search experiences remotely
• Containerized for cloud-scale by supporting a variety of popular integrations of file-stores like: NAS, SAN, CAS, and Cloud-Store/SDS

Keep your secrets secret with an extra layer of protection

As hackers become increasingly more aggressive and smarter, Documentum is ready to help customers ensure their sensitive data is protected by creating new ways to manage access to secrets. Now, customers can configure Documentum using mapped vault keys.  By updating the vault secrets are removed from encrypted configurations files, making it even harder to access.  To bring further confidence to this solution, Documentum chose to work with the leader in the industry, HashiCorp Vault, to provide this level of security.  This is a win-win for Documentum customers and a lose-lose for bad actors.

Inspire business power users and managers to take control of their work  

Gone are the days of relying on IT or Cloud Ops to manipulate complex workflows to meet the changing demands of the organizations, now business power users and administrators can easily:

• Unlock documents
• Cancel checkouts
• Pause a workflow
• Resume a workflow
• Abort a workflow
• Update a workflow supervisor

Enhance user productivity working with content stored in Documentum from within Microsoft Teams

• Expose Smart View Search and Advanced Search capabilities to users working from Teams
• Supports all Smart View functionality and menu options, including virtual documents and mass update

Reduce administrative tasks to manage the integration via intelligent automation

• New automation framework for detecting changes to Team membership in Microsoft and synchronizing the Team workspace in Documentum
• When new members are added or deleted – the access to the mapped folder in Documentum is updated

Support existing business process structures

• Team Owners may now choose to create a mapped team workspace in Documentum or select an existing folder/workspace
• Allows Team Owners to easily link existing business process pre-configured folder structures in Documentum as the workspace for a Team

Help your new users navigate the mobile app with a self-paced guided tour

Now OpenText Documentum Smart View mobile users can better understand how to use the mobile app by taking a self-paced guided tour with Documentum coachmarks. Coachmarks play an important role in enhancing user engagement, reducing confusion, and improving user retention rates within mobile applications. The new coachmarks present themselves as green dialogues that coach, or teach, a feature to the users with contextual information or instructions. Coachmarks can be used during onboarding when a user first launches the app. They can be used to help current users discover and understand new features designed to make it easier for the user to stay in the mobile app to complete a complex project.

December 2023: What’s new in OpenText Documentum CE 23.4

OpenText is pleased to introduce OpenText Documentum CE 23.4, which we fondly refer to as ‘One Documentum’ because it brings the  power of Documentum into a single solution that helps organizations realize extended value from their Documentum system by:

• Inspiring collaboration and optimizing processes
• Simplifying deployments and upgrades
• Modernizing licensing 
• Providing end-to-end archival for mature content

Inspiring collaboration and optimizing processes

• The new OpenText™ Extended ECM Documentum™ for Microsoft^® 365 solution connects people, content and tools to keep teams engaged and productive
• Customer-facing teams always have access to real-time data and content to make informed decisions and deliver outstanding service to their valued clients
• Rights-based access and pre-defined business rules enable content stakeholders to view, edit and manage the information they need without navigating multiple systems to locate content in potentially restricted systems or areas
• Users can create content and collaborate in Teams, while remaining focused on the processes and goals managed by ERP, CRM and HCM applications

Simplifying deployments and upgrades

• One-click deployment reduces upgrade time and effort
• Simplified certification matrix takes away the guesswork when upgrading
• Custom or standardized private-cloud plans to leverage Documentum as a cloud service
• Deploy Documentum with your own data centers or other hyperscalers
• Documentum™ Smart View (formerly Documentum™ D2 Smart View) users can quickly resize columns, switch between lists, pinned column and grid modes, all leveraging sticky memory to ensure their personal changes persist until the next time they need to make a change
• Leverage the Documentum Smart View SDK to extend and customize Documentum Smart View
• Migrate custom WebTop applications to Documentum Smart View
• Create similar Webtop customizations in Documentum Smart View
• Move the Classic Custom Dialog plugins with no modification or replication needed
• Define and layout extension/override capabilities of the out-of-the-box Documentum Smart View components

Modernizing licensing

• Move away from the years of license pileup with a new, modern licensing structure that consolidates licenses into a single model number
• The new Documentum X-Plans provides discounted upgrade paths with extended functionality

Providing end-to-end archival for mature content

• Empower external users to perform self-service transactions on secure content from anywhere with the new Documentum External Transactions license
• Ensure all parties are always working on the latest version of the document and can make better decisions faster, reducing the cost to the business.

May 2023: What’s new in OpenText Documentum CE 23.2

With the release of OpenText™ Documentum™ CE 23.2, we’ve made improvements across the platform to enhance the user experience, automate workflows, and ensure compliance. Here’s a glance at a few of the new features in 23.2:  

Augment productivity in D2 Smart View  

• Documentum D2 Smart View users can quickly resize columns, switch between lists, pinned column and grid modes, all leveraging sticky memory to ensure their personal changes persist until the next time they need to make a change. 

Customize the UI to empower and delight users 

• Leverage the Documentum D2 Smart View SDK to extend and customize D2 Smart View. 
• Migrate custom WebTop applications to D2 Smart View. 
• Create similar Webtop customizations in D2 Smart View. 
• Move D2 Classic Custom Dialog plugins with no modification or replication needed. 
• Define and layout extension/override capabilities of the out-of-the-box D2 Smart View components. 

 Engage external users at every step of the process 

• Empower external users to perform self-service transactions on secure content from anywhere with the new Documentum External Transactions license 
• Ensure all parties are always working on the latest version of the document and can make better decisions faster, reducing the cost to the business. 

June 2022: What’s new in OpenText Documentum CE 22.2

With the release of OpenText Documentum CE 22.2, we’ve made improvements across the platform to enhance the user experience, automate workflows, and ensure compliance. Here’s an overview of what’s new in CE 22.2:

Enhance user experiences

Modern work calls for new tools and new ways of thinking about Information Management. The new in-place viewing and Docmerge capabilities of OpenText^™ Documentum^™ D2 help enhance modern work by making it easier for users to complete their work from a single location without the need to switch back and forth between content stored in various locations. Now users can:

• Preview, review and compare document properties and content in a single view
• Adjust the viewing area for the size that best suits the current task
• Quickly compare text on a document from one version to another
• Compare drafts of CAD drawings by toggling between a view of each drawing individually, showing drawings side-by-side or overlaying them with or without differences being contrasted

Automate workflows

OpenText Documentum Advanced Workflow is a new workflow designer that allows organizations to bring the power of OpenText^™ Documentum^™ xCP workflows to the applications of choice without the need for UI composition. This allows the users to remain in the applications they use the most while leveraging advanced workflows for content processing.

Enhance compliance with digital signatures

Documentum D2 and D2 Mobile’s holistic integration with OpenText^™ Core Signature ensures compliance by providing an ink-like digital signature as part of any D2 workflow. The signed documents are automatically retrieved back into Documentum where they are stored and logged with the required audit details using pre-configured business rules as required by the governing regulations.

November 2021: What’s new in OpenText Documentum CE 21.4

Update 1: Design and manage workflows

The new web-based Workflow Designer provided with the Documentum Platform can be used for designing and managing D2 workflows. Current Documentum customers can migrate their workflows from Workflow Manager using the migration utility.

Update 2: Access Salesforce information

Documentum’s new integration with Salesforce^® helps accelerate sales cycles by sharing content stored in Documentum directly from the Salesforce user interface. Users avoid miscommunication and improve the customer experience by always leveraging the most current Salesforce information. Organizations can rest assured their content will not be misused, since the content carries with it the enterprise security and compliance standards built into Documentum.

Update 3: Simplify access to lifecycle management

Documentum D2 Smart View users can now apply lifecycle changes to a document in Smart View based on their user privileges. Business rules are consistently and automatically applied to documents as they progress through the various states of the document’s lifecycle.

Update 4: Update en masse

Merger and acquisition activity and drug-status changes for Life Sciences companies are examples of use cases that often require mass updates to be made to documents, folders and virtual documents. To ensure these changes are made consistently and quickly, Documentum D2 updates properties on multiple objects in one action. This includes replacing attributes based on conditions of other fields.

Update 5: Do more when mobile

Documentum D2’s new mobile capabilities include:

• QR code scanning
• Relations management, for creating and viewing relations
• Document lifecycle management
• Viewing and working on checked-out documents via tile landing pages and the hamburger menu of the mobile device
• e-Signature support in key areas such as task processing, lifecycle, versioning, properties and non-credential IDP
• Added security and compliance with e-Sign during task processing, lifecycle management and versioning or editing properties
• Working/supporting files and task notes added directly by clicking on the add button in the app header

Update 6: Easily create an attractive dashboard

Documentum xCP Case Management Framework assists in building Smart Applications. When designing and implementing a mortgage application process, for example, the new tiles and dashboard layout improve interaction and usability, provide better access to data and increase productivity with a modern interface and organized workspace. 

Developers can easily create dashboards with the xCP Tile Layout Widget. Tiles provide interactive links to Data Services or any URL and can also link to common application functionality to create a dashboard menu that enhances the user experience. 

April 2021: What’s new in OpenText Documentum CE 21.2

Update 1: Improve productivity

Authored content with tracked changes is often converted to PDF for submission and approval workflows—but that usually means the record of document modifications is lost. Content Transformation Services now retains comments and tracked changes when Word Documents are converted to PDFs, allowing for complete lossless interaction and change management.

Additionally, Documentum Content Trusted Services can also now burn watermark text into video content for copyright purposes.

Update 2: Enhanced online and offline workflow management

Smart View users can now start workflows and insert their documents into pre-defined business processes. They can find and manage workflows, either their own or workflows started/belonging to others, and then pause, abort or provide an update to the workflow supervisor.

Workflow features extend to the free Documentum D2 Mobile App, where users can continue to work on documents offline, then initiate workflows for approvals and processing once back online.

Update 3: Streamlined Microsoft Teams collaboration

Microsoft Teams users will be delighted with the ability to quickly spin up new Teams through content stored and governed in Documentum. They’ll also have the ability to clean up the Teams space post collaboration by automatically moving all content in the space to Documentum in order to prevent content sprawl.

This new functionality simplifies and streamlines the complete collaboration lifecycle, from creation of a Teams site using content stored and governed in Documentum, through to checking files back into Documentum upon completion of the activity in Teams

November 2020: What’s new in OpenText Documentum CE 20.4

Update 1: Documentum Platform security improvements

Security improvements include mandatory events, to ensure multiple logins and failed login attempts are tracked, especially if they are from different locations. And two-man oversite of audit trails eliminates the risk of accidental or malicious tampering by a super-user.

For customers moving to the cloud, an update calculator is now included with the containerized release to help customers manage the cost and impact of a container update. New certifications include Azure blob storage to help reduce the costs of storing content in Azure.

Update 2: Documentum D2 enhancements

In Documentum D2, we continue to focus on enhancing the Smart View to work more intuitively and across more use cases.

For users, the new in-place viewer provides a seamless way to preview content without having to exit their current working environment.

For Administrators, the D2-Config application can now be used with Google Chrome—a popular feature request from customers.

Documentum D2 Mobile, the free mobile app for Documentum D2 customers, now allows users to scan barcodes for immediate access to the latest information. Workflow tasks can now be accessed from the home screen and can be actioned to speed up workflows.

Update 3: Documentum xCP case management

Documentum xCP CE 20.4 simplifies the development of dynamic, case-management solutions by enhancing the OOTB (Out of the Box) application that stands as the starting point for mapping to specific processes.

The new Case Management Framework assists in building Smart Applications using enhancements in the OOTB starting-point application—including the ability to search custom objects, sort results dynamically, and import task attachments from local file systems. All of which enables faster implementation cycles.

The post What’s new in OpenText Documentum Content Management appeared first on OpenText Blogs.

Every day, dm opens its doors to more than two million customers in Germany. We also have an extensive retail footprint across Europe, offering health and beauty products through 4,000 stores across 14 countries.

At dm, employee wellbeing is part of our DNA. We’re always looking for new ways to empower each of our 89,100 employees to make dm an even better place to work. To put that philosophy into action, we give people in back-office teams a chance to experience customer-facing roles in our retail stores.

Some years ago, I took time out from my enterprise content management (ECM) duties to work at one of our stores. It was a brilliant opportunity to see first-hand how our teams use our digital systems to support their work.

Recognizing opportunities for innovation

My time working in-store gave me many valuable new ideas about how we could improve the employee experience and reduce manual workload for our colleagues, so they can spend more time on value-added customer service interactions.

For example, our in-store teams used to manually collate and send paper documents such as delivery receipts and supplier invoices from our stores in Germany back to our headquarters. Then, colleagues in our central back-office departments would manually re-key the information into our SAP systems to make sure key data was available for other business processes. It was time-consuming, repetitive work.

There were also challenges with document-driven processes in other parts of the organization. Previously, some teams relied on a mixture of shared folders, email inboxes, and phone calls to collaborate on tasks. This led to challenges in terms of transparency and insight into status information, making it difficult to respond to specific requests. Version control was also tricky, and it was hard to avoid duplication of effort.

In total, we store around 80 million documents across the business, and that number is growing steadily year-on-year. To take control of that data, we looked to consolidate and streamline document management across the business.

Taking a fresh approach to document management

Around the same time, we were embarking on another digital transformation project. One of the main goals of the project was to move our country-specific instances of SAP ERP to a single global SAP Retail solution. This transformation will pave the way for our migration to SAP S/4HANA. The driving motivation for all of this was the harmonization of processes and maintaining a future-proof technology platform. It was the perfect opportunity to modernize our approach to document management.

When we evaluated the capabilities of OpenText Content Management for SAP Solutions and OpenText Core Archive for SAP Solutions, we knew that they would be an excellent fit for our needs. Both solutions can be tightly integrated with SAP, including SAP Fiori mobile apps. And with OpenText Content Cloud, we can enhance our document management capabilities while reducing maintenance and management workload.

Harnessing cloud solutions and industry best practices

Working with OpenText Professional Services and a consulting partner allowed us to implement the new solutions very quickly and efficiently. By using tools and accelerators from OpenText FasTrak Migration and FasTrak Move & Modernize, we consolidated over 80 million existing documents on the new platform on time and within budget. That was a big achievement for such a large and complex migration project.

By leveraging the integration capabilities of our OpenText and SAP solutions, we’ve transformed the way we store, manage, and archive documents across our business. For example, our in-store employees now use an SAP Fiori app to take photos of delivery receipts and supplier invoices from their mobile devices. Using digital workflows, we can capture the relevant data and bring it into SAP Retail in real time. Not only are we eliminating manual, repetitive work, but we’re also making information available to the business faster than ever.

Replacing information silos with a central, secure document management solution is also making it much easier for other teams to collaborate. For example, our product and quality teams can now work together on shared documents in the cloud, facilitating full transparency and always up-to-date status information.

Planning for an AI-powered future

Looking ahead, we’re excited to build on what we’ve achieved. We plan to expand our OpenText solutions to our international business units, and to explore how we might use generative AI technology to automate more tasks and unlock productivity improvements.

To learn more about how we worked with OpenText to boost the efficiency of document-driven business processes, read our case study.

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When it comes to enterprise content management, one size rarely fits all. Users across departments interact with digital content differently. Yet many organizations still operate with a single, generic user interface that doesn’t reflect the unique needs of each role. This lack of proper context frustrates users, clutters their experience, and ultimately slows down productivity. 

For administrators, the challenges are equally significant. Managing interfaces through tools like Perspective Manager requires toggling between multiple environments, complicating what should be a straightforward task. Without an intuitive way to build and deploy role-based experiences, user adoption and efficiency suffer. 

Home pages: A smarter way to tailor user experiences 

OpenText™ Content Management home pages address these challenges head-on. The introduction of customizable home pages in Smart View gives both administrators and end users a powerful new way to streamline daily work. 

Administrators and business administrators create, edit, and manage home pages entirely within Smart View using a drag-and-drop editor. Home pages are then assigned to users by department, but admins can also apply advanced rules for more granular control as well. End users benefit from a tailored landing experience that gives them fast access to the content and enterprise content management tools they use most without needing to hunt through folders or menus. 

Each home page can include a wide range of configurable elements, including: 

• MyToDo widgets for immediate access to action items 
• Recently accessed and favorites widgets to get to familiar content fast 
• Shortcuts to business workspaces to quickly jump back into an open project 
• Lists of department-specific documents without having to waste time searching 

Users assigned to multiple home pages can easily toggle between them using the hamburger menu and admins can set a default for a more seamless experience. 

How different teams get more done with home pages 

Here’s how different departments can use home pages to get more done: 

• Sales: A sales rep’s home page could surface pipeline dashboards, quick links to customer workspaces, and recently accessed proposals all in one place. This saves time and keeps the focus on closing deals. 

• Marketing: Marketing teams can use home pages to centralize campaign collaboration, brand asset libraries, and analytics reports. A clean, customized interface helps marketers move faster and collaborate more effectively. 

• Human Resources: HR professionals can benefit from pages that display onboarding workspaces, approved policy documents, and links to internal systems like payroll or learning platforms. Everything they need is just a click away. 

• Finance: For finance teams, home pages can feature access to budget workspaces, reports, and compliance documentation. Tailoring the layout by role ensures that sensitive or specialized content stays secure yet accessible. 

Create tailored experiences for every role 

Home pages in OpenText Content Management are more than a visual upgrade—they’re a productivity enabler. For administrators, they reduce the overhead of interface management. For users, they offer a customized environment that aligns with how they work. 

With support for department-based rules, easy editing in Smart View, and import/export functionality for scaling across the business, home pages offer a practical way to bring proper context into your enterprise content management strategy. By aligning the content experience with individual roles and responsibilities, organizations can empower users to work more efficiently, making every interaction more focused, relevant, and productive. 

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In the energy, manufacturing, and construction industries, managing vast amounts of technical documentation, ensuring compliance, and optimizing workflows are critical to maintaining operational efficiency and safety. OpenText™ Documentum™ Content Management (CM) and OpenText™ Documentum™ Content Management (CM) for Engineering have long been a trusted enterprise content management (ECM) platform for these sectors, offering robust document management, security, and scalability. Now, OpenText Documentum CM for Engineering is revolutionizing how these industries handle complex processes with the integration of generative AI capabilities through OpenText™ Content Aviator and the new AI-driven workflow insights. Let’s explore how these AI features can supercharge your operations, with specific use cases tailored to energy, manufacturing, and asset operations.

OpenText Documentum CM for Engineering: A foundation for energy, manufacturing, and construction

OpenText Documentum CM for Engineering provides a cloud-native content management platform that excels in managing technical documentation, such as engineering drawings, condition reports (CRs), and technical evaluations (TEs), while ensuring compliance with industry regulations. Its granular security, encryption, and audit trails safeguard sensitive data and manages massive data volumes securely. Its scalability—handling billions of documents— and cloud flexibility (SaaS, PaaS, IaaS, hybrid), make it ideal for global operations.

OpenText Content Aviator: AI-powered insights for faster decision-making

OpenText Content Aviator brings generative AI to OpenText Documentum CM and OpenText Documentum CM for Engineering, enabling conversational search, summarization, content generation, and multilingual translation. The seamless integration ensures all interactions adhere to strict security and privacy controls—data is encrypted, and responses are generated only from content users are authorized to access. This is particularly valuable in regulated industries like energy and manufacturing, where compliance is non-negotiable.

AI-driven workflow insights: Smarter processes at every step

The new AI-driven workflow insights powered by OpenText Content Aviator embeds AI into OpenText Documentum CM’s workflow engine, analyzing content at each step and presenting key data points to reviewers. This streamlines decision-making by reducing manual analysis, ensuring faster and more informed actions. OpenText Documentum CM’s workflow capabilities already offer a no-code/low-code environment with pre-built templates and features like task escalation and real-time monitoring which increased document processing by 3.5x. Now, AI enhances these workflows, making them even more efficient.

Specific use cases for energy, manufacturing, and construction

Impact review: Pinpointing affected documentation and equipment

OpenText Content Aviator can analyze updates or changes (e.g., new safety regulations or equipment upgrades) and pinpoint documentation and equipment that may be impacted. For example, in a manufacturing plant, if a new regulation affects a specific machine component, OpenText Content Aviator can identify all related drawings, procedures, and maintenance records in OpenText Documentum CM, presenting a summary to the reviewer. In an AI-driven workflow, this analysis happens at each step, ensuring that maintenance teams are immediately aware of impacted assets, reducing downtime and ensuring compliance.

Visualization and reporting: Streamlined data in table formats

OpenText Content Aviator’s visualization and reporting capabilities allow users to generate results in table formats, which can be copied or downloaded into Excel for quick list generation. At operational facilities, a maintenance manager can query OpenText Documentum CM for a list of all equipment due for inspection, and OpenText Content Aviator will present the results in a table, including asset IDs, locations, and last inspection dates. This table can be exported to Excel, enabling rapid report generation for audits or team briefings, saving hours of manual compilation.

AI agents: Multisystem task automation with Maximo integration

Energy and manufacturing industries are extremely interested in having OpenText Content Aviator talk with other agents to complete complex, multisystem tasks, such as opening Work Orders in Maximo. For instance, during a maintenance workflow in OpenText Documentum CM for Engineering, Content Aviator can identify a need for a Work Order based on a condition report, communicate with Maximo to open the order, and update the workflow with the Work Order ID—all without manual intervention. This seamless integration reduces delays, ensuring that maintenance tasks are initiated promptly and tracked efficiently.

Condition Reports (CR): Trending and summarization

OpenText Content Aviator can evaluate Condition Reports (CRs) by trending data, pointing out references, summarizing actions taken, and highlighting other key items. In an energy plant, a safety officer can ask, “What trends are emerging from recent CRs?” OpenText Content Aviator will analyze CRs stored in OpenText Documentum CM, identify patterns (e.g., recurring equipment failures), and summarize actions taken, such as repairs or procedural updates. In an AI-driven workflow, these insights are presented at each review step, helping safety teams make data-driven decisions to mitigate risks.

Engineering: Finding untagged drawings with CAD tools

OpenText Content Aviator assists engineering teams by finding drawings that have certain parts or references not tagged in modern CAD tools. For example, in a manufacturing facility, an engineer can query OpenText Documentum CM for drawings containing a specific pump model that lacks proper tagging. OpenText Content Aviator will search the repository, identify relevant drawings, and summarize their content, highlighting untagged references. In an AI-driven workflow, this analysis can trigger a review step, ensuring that engineering teams update drawings to meet current standards, improving asset traceability.

Procedures: Summarizing and guiding tasks

OpenText Content Aviator excels at getting procedure summaries and answering how-to questions based on procedures, such as dispositioning a CR or performing maintenance tasks. In an energy plant, a technician can ask, “How do I disposition a CR for a turbine failure?” OpenText Content Aviator will summarize the relevant procedure in OpenText Documentum CM, providing step-by-step guidance. In an AI-driven workflow, this summary is presented at the disposition step, ensuring the technician follows the correct process, reducing errors and ensuring compliance with safety protocols.

Technical Evaluations (TE): Querying status and results

OpenText Content Aviator can answer general queries around Technical Evaluations (TEs), such as “Is a TE closed?” or “What were the results of the TE?” In asset operations, a reliability engineer can ask, “What was the outcome of the TE on our compressor system?” OpenText Content Aviator will search OpenText Documentum CM, confirm the TE’s status (e.g., closed), and summarize its findings, such as recommended maintenance actions. In an AI-driven workflow, this information is provided at the review step, enabling engineers to make informed decisions about asset maintenance without manual searching.

Fault tree analysis: Explaining and discussing fault trees

OpenText Content Aviator can assist with Fault Tree Analysis by analyzing, explaining, and discussing fault trees stored in OpenText Documentum CM. For example, in an energy plant, a risk analyst can ask, “Explain the fault tree for our power grid failure.” OpenText Content Aviator will break down the fault tree, highlighting key failure points and their probabilities, and provide a conversational explanation. In an AI-driven workflow, this analysis can be presented during a risk assessment step, helping teams understand potential failure modes and prioritize mitigation strategies.

Conclusion: Empowering energy, manufacturing, and construction with AI

OpenText Documentum Content Management for Engineering, enhanced with OpenText Content Aviator and the new AI-driven workflow, offers transformative generative AI capabilities for the energy, manufacturing, and asset operations industries. From pinpointing impacted documentation during an impact review to automating Work Orders in Maximo, summarizing CRs, and explaining fault trees, these AI features streamline processes, enhance decision-making, and ensure compliance. OpenText Documentum Content Management’s robust security, scalability, and integrations—combined with AI-driven workflow insights—make it an ideal solution for managing complex technical content.

Ready to see AI content management in action? Take OpenText Content Aviator for a test drive today and see firsthand how AI-driven workflow insights can unlock your organization's potential.

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