opentext applicationxtender -the basics

The information conundrum

How Content Services makes information out of

documents

OpenText Confidential. ©2017 All Rights Reserved. 2

Who am I-Product Marketing Manager

Dr. Christopher Wynder

Formerly:

Director of Client Services- ThinkDox [Laserfiche VAR].

-Managed strategic partnerships, Marketing, Implementation and Support

teams.

Senior Consulting Analyst- Info-Tech Research Group.

-Managed the Information management practice including vendor comparisons

(ECM, WCM, Archiving, Productivity suites), implementation strategy and

information governance.

-Also served as Healthcare/Pharma SME.

Canadian Research Chair- Neurodevelopment Genetics and Stem Cells.

-I led a group that studied drug discovery for Brain cancer.

-Collaborated and consulted with Physicians and hospitals to aid in clinical

research programs.

Agenda


Awash in a sea of information


You can spend all of your time trolling for information


Wasting time sorting through PDFs with the same filename

Scooping up “schools” of file types and sorting for the valuable ones is

time consuming.

It is the primary cause of inefficiency for both external communication

as well as internal processes


• Information management is

complicated

• Businesses need a platform that can

scale and be part of several processes-

both customer facing AND employee

facing

Content is only valuable as part of the

bigger picture

ApplicationXtender provides the tools to

move away from file type classification to

process based organization of content

Business of all kinds struggle with managing content


Why not organize content based on process?


That way your fishing expedition nets all of the information you need to get work done


PDF

Capture Organize

Route

Report

Use

where-ever

Physical

documents need

some basic

metadata

Email records

need to be

attached to

contracts

Historical files

need some level of

searchability to

ensure work is not

duplicated

Documents should be

group by task not file

type

Time sensitive

documents should be

made available ASAP

How, when and who

uses content is key

to long term value

Work is no longer bound

by a desk

The quality of the user experience

should be the same on all devices

Content needs structure to be useful information


Matching the service platform to the information management strategy


Todays organizations need content services reduce searching for information

8 am 10 am Noon 2 pm 5 pm 8 pm

How repeatable is their day?

Most user’s spend their time doing similar but not identical tasks

These Barely Repeatable Processes (BRPs) form the core activities of any job role

When there is a difference between work tasks and the automated process, users will break policies and procedures

Content services makes it easy

for users to go back to their work

to find the documents based on

the process they are working on

- not the filename or time that

they uploaded the document.

How many different

applications are they using

How many different content sources

do workers need to do their job


PDF

AX Capture

Package

ApplicationXtender

AX Connector

AX Workflow manager

AX Reports Management

ApplicationXtender provides Capture to Display management of Content

Organize Find Display

Process documents

Increase efficiency

Information sources

AX

Secure documents by saving

directly to AX

Captiva

Classify,

Prepare,

Connect to

process

PDF reports saved

directly into AX

automatically

Search from

LOB apps


Easy navigation through all of your “Apps”

Name of App. Is configurable to ensure

that users easily can get work done.

List of all “Apps”

for that person

(and only those

Apps

Easily work with documents within an App with a clean interface.


Capture OpenText ApplicationXtender Capture Package module

Key features:

• Easy installation, configuration, and operation — Rapidly deploy ApplicationXtender Capture Package to

address document imaging requirements.

• Full-featured batch-scan and index — Perform all major batch-scan and index functions including input,

import, index, and output processing.

• Multiple workstations — Simultaneously index information from one batch on multiple workstations to

quickly import scanned images.

Bring documents under control without investing in new tools

• Validate content and metadata at the source

• UI optimized for distributed Office Workers with a

guided experience

• Out-of-the-box create and add tags to full-text

PDFs & export to CMIS-compatible backend

OpenText LEAP SNAP OpenText Captiva

• Automate document recognition to easily integrate

documents AX processes

• Extend capture to mobile devices for in-app

capture

• Integrate capture into any service via RESTful

services

Extend seamlessly


Organize the process not the documents

In a process based world people are more productive when

their process is repeatable and you don’t need to

remember the file name.

The searches can be re-run over time so that if new

documents are added by a colleague you can find them as

part of the same process.

-when they need the document not when it was added

“I just wish the program could remember my search so I don’t have to

look for all of the documents again”


PDF

Organize

Report

Increase the usefulness of documents through organization and accessibility

OpenText ApplicationXtender

Key features:

• Simplified administration and remote

management.

• Improved performance, extensibility, and

scalability.

• Enhanced security allows for single-sign-on

across business applications.

OpenText ApplicationXtender Reports Management module:

Key features

• Automatic report indexing — Process, index, and store reports within ApplicationXtender as they are produced.

• Advanced print streams support — Preserve advanced formatting with support for AFP, Metacode, PCL, and

PDF print streams as well as traditional formats such as ASCII and EBCDIC.

• High-fidelity electronic display — Display electronic reports in same format as print versions, improving

customer service.

• System monitoring — Audit system use and performance and confirm job completion.

• Long-term report archiving — Provide long-term retention of report information.

OpenText ApplicationXtender Full Text Search module

Key features:

• Precise search results — Combine keyword and full-text

searches to quickly return precise search results.

• Advanced search functions — Perform advanced

search functions i.e. “fuzzy logic” without complex

search syntax.

• Support for hundreds of file formats — Search more

than 200 file formats out of the box.

• Role-based information access — Ensure appropriate

access to information through role-based user access.


Get back to where they left off easily in the next session


Use

where-ever

Enable mobile workers

through secure access to

information

View documents on the full desktop

client or the web browser based

client

ApplicationXtender provides complete information lifecycle management

Key features:

New User Interface based on clean look to focus users on their tasks and documents.

Context-driven navigation and a new document viewer bring a rich experience to nearly

any HTML5-compliant browser without plug-ins.

REST Services provide a highly efficient and resource-centric API for developing fast

and efficient content solutions geared toward web, mobile, and other platforms.

REST services provide a framework to extend AX into your day-to-day processes easily

providing custom built applications for your business.

OpenText ApplicationXtender Public access module

OpenText ApplicationXtender

Key features:

Extends information access to non-licenced user/partners to read-only

access


Out-of-the-box Mobile access

Key features:

New User Interface based on clean look to focus users

on their tasks and documents.

Context-driven navigation and a new document viewer

bring a rich experience to nearly any HTML5-compliant

browser without plug-ins.

Mobile accessible takes advantage of touch features

common to tablets


Provide the flexibility to find documents that may have multiple uses

Documents often come in based

on a specific process; Accounts

Payable, Quotes, Service

Referrals, information request.

In order to complete the request

you often need to search across

Apps to ensure that no matter

who initially owned the document-

it can be found.

Of course this depends on your

access rights.


Route

Bring information to users to increase process efficiency

OpenText ApplicationXtender Workflow manager module

Key features:

• Workflow console — Manage, integrate, and categorize manual and automated processes from a

central dashboard.

• Process and forms designers — Model new processes and forms with easy-to-use, web-based

editors.

• Insightful workflow analytics — Optimize processes with powerful tools such as real time alerts, 3D

drill-down graphs, and process statistics.

• Robust process reporting — Establish key performance indicators and business activity thresholds

to monitor processes and measure productivity.

OpenText ApplicationXtender Connector module

Key features:

• Low-code integrations into key products such as Microsoft Office products as well as HTML/XML

based thin client applications.

• In-App access to AX content in Line of Business applications using any web or typed search term for

searching for documents related to key processes.


ApplicationXtender

Module-by-module breakdown


ApplicationXtender

ApplicationXtender core package covers the basic document needs for any IT shop

Organize Find Display

ApplicationXtender

8 Core Package

includes: MS Office

Software Retention

Manager

Image Capture

Rest Services

Web Services

SDK and Web

Services Document Kit Compatible Database

types:SQL, Oracle, MySQL

Used for storing information

Windows Client (s)Used for management and

access to content


ApplicationXtender Full Text Search(core add-on)

• AX Full Text search add-on helps organizations easily discover information by locating key content

• AX automatically extracts key concepts from the content and highlights key words to locate important information efficiently

• Advanced search methods to search unstructured data

• Supports wide variety of documents – COLD, OCR images, HTML, XML, PDF, Microsoft Office, etc.


ApplicationXtender WFM makes managing documents easier through BP automation

AX Workflow manager

Process documents

Increase efficiency

BPM Process designer

Forms designer


ApplicationXtender Workflow Manager:Easy design for any kind of automated process

• Drag-’n’-drop-based modeling environment for power

users

• Optimized to design complex workflows

• Wizard-based user interface ensures simplicity

• Lots of standard activities available out-of-the-box

• BPMN-based modeling environment

• Visio-like interface for ease of use

• Import Visio BPMN models

• Web-based

• Automatically generates forms for AX applications

• Simple to initiate workflows

• Provides XML support

• Controls include:

• Text Input

• Boolean input

• Drop down

• Date picker

• Grid

• Panel

• Tabs

BPM Process designerForms designer


ApplicationXtender WFM provides tools for simplified management of processes

AX Workflow manager

Process documents

Increase efficiency

Management console

provides not only

process overviews

but security mapping

for BPM resources

Task lists provide

reminders for users via

standard messaging tools

SMS

Process analytics

help identify

areas to help

improve your

efficiency

http://skelta.com/products/screenshot-gallery/enhancedrights.html

http://skelta.com/products/screenshot-gallery/enhancedrights.html


• Originate as print stream output from a line of business application, such as AP, AR, HR, CRM, ERP, etc

• Layout of the data on a page is fixed, known, repeatable, and generally appears in large volumes

• Supports typical formats, including:

ASCII

EBCDIC

PDF (Text Searchable)

• Advanced Print Streams

HP PCL

IBM AFP

Xerox Metacode (DJDE)

ApplicationXtender Reports Management:

Overview


AX Reports Management

Extract value of AX data by expanding information access

PDF reports saved

directly into AX

automatically

System-Generated Files

• Repurpose report output as an information asset

• Reduce total cost of ownership through archive consolidation

• Minimize risk and promote compliance


Use an ECM platform that works with how your brain works

Weak

recall

Filename

=

Using ApplicationXtender as

the single storage point

automatically makes files

easier to find through

meeting the location

aspect.

Weak

recall

Description

=

ApplicationXtender’s

process focus and full text

search mean that users can

use access to business or

personal descriptors for

information

Strong

recall=

The human brain needs two

references:

Description and location

Network file servers do a poor

job of giving descriptions

[filename description]

ApplicationXtender is purpose built to support your processes out of the box. The platform can adapt to the

business processes that you already have- rather than changing how you manage your business to fit into the

system.


twitter.com/opentext

linkedin.com/company/opentext

Thank you

twitter.com/CW_InfoGardener

Want to learn more about what is next for ApplicationXtender: blogs.opentext.com/author/cwynderopentext-com/

https://documentum.opentext.com/application-xtender/offerings/applicationxtender/

opentext applicationxtender -the basics

Technology