1 Extended ECM Overview

Agenda

Course Content

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Course Objectives

Understand the concept of Extended ECM (xECM)

Identify business scenarios and use cases

Recognize the complexities of xECM

Identify xECM components and integration

Discuss Best Practices

Learn basic configuration

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Agenda

OpenText Extended ECM for SAP

SAP Extended ECM by OpenText
Overview

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SAP and OpenText more than 20 Years of
Partnership
SAP Portal Content Management 2014
SAP Portal Site Management
SAP Travel Receipts Management

SAP Document Presentment 2011

SAP Employee File Management
2010
SAP Digital Asset Management
2009
SAP Extended ECM

SAP Invoice Management 2008 Co-innovation CMIS interface

SAP Archiving & Co-development of DoD 5015.2 certified

Document Access 2007
Records Management

OpenText
2003 First ISV Powered by SAP NetWeaver
acquires IXOS
2000 SAP CRM co-development

1997 SAP ITS co-development (Internet Transaction Server)

1992 SAP ArchiveLink co-development, IXOS-ARCHIVE for SAP R/3

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Managing Unstructured Content:
The Challenge
Structured world Unstructured world

Video
Graphics

Audio
Paper/Physical

User Created E-Mail

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Connecting Content with Processes
Business Value

Processes Content
Drive the Work Provides the Context

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 ECM and SAP

Enterprise Content Deep Integration with Business Processes

Management SAP specific ECM

ECM

+ Business
Suite
=
Document Management Workspaces natively extend ECM for Project Management
Collaboration & Social Media SAP processes with ECM ECM for Production
Capture Deep connection with SAP ECM for Procurement
data, structures, roles and
Workflow ECM for Quality Management
permissions
Content Access
ECM for Plant Maintenance
Seamless integration with
Records Management various SAP UIs ECM for EHS
Archiving SAP and ECM always in- ECM for CRM
sync ECM for

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The Concept of Content-enriched Processes
Content-Enriched Business Processes

Transa
Roles SAP ctions
Busine
ss
Data Object Events
Conten
t

Document Content
Capture &
Collaboration Centric
Imaging Management Workflow

Records Management

Archiving

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OpenText ECM Model for SAP Modules
Material Supplier, PO
Workspace Workspace

Materials Supplier
SAP MM

Projects SAP FI, SRM

SAP PM
Assets &
Plants

Project SAP PS, PPM

EQUI, FLOC Workspace
SAP SD, CRM
Workspace

SAP PLM, QM Customers

Products Customer
Workspace
Product
Workspace

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The Concept of Content(Business) Workspaces
Content-Enriched Business Processes

Transa
Roles SAP ctions
Busine
ss
Data Object Events
Conten
t

Relations Business Object Roles & Policies

Business Workspaces

Meta Data Folder Structures Documents

Custome
r ABC Folder 1
ID 4711
21.12.20 Folder 2
Date 09
Status Prospect Sub Folder 1
Owner Meier
Collaboration Workflows
Sub Folder 2 Content Lifecycle
Sub Folder
A
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Sub Folder
Extended ECM Components: Simple Architecture
OpenText Extended ECM

SAP Document Access

OpenText by OpenText
+ DocuLink for SAP Sol.
Content Server
Document Mgmt
Records Mgmt ECMLink
Content Archiving SAP Archiving
by OpenText
Document Archiving
Data Archiving

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Process-centric Collaboration without Barriers

ECM Web

SAP ECC MS Windows

Workspace
SAP CRM / SRM E-mail & MS
Office

SAP Portal MS SharePoint

Mobile Devices

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Example: Equipment Workspace in SAP GUI
(Generic Object Services)

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Example: Product Workspace in SAP CRM /
IC / Case Management

CRM Product
Details

Extended ECM
Workspace

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Example: Equipment Workspace in Extended
ECM Web UI
Standard Folder
Structure for Equipment SAP PM Data for the
automatically created Equipment P-3000-
based on a template N001

Related items like

FLOC, Maintenance
Notifications and
Orders are shown in
the sidebar of the
Equipment

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Example: Workspace in MS Outlook

Drag & Drop

E-Mails from
Outlook to
Workspaces
of Extended
ECM
Complete SAP
hierarchy (e.g.
FLOC, EQUI) is
automatically
available as
Windows folder
structure

Full ECM capabilities with

document preview,
document edit in MS Office,
versioning, audit, metadata,
available in MS Outlook

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Example: Workspace in MS SharePoint

Extended ECM
Sidebar with SAP
Data

Business
Relationships to
other Extended
Extended ECM
ECM Workspaces
Documents (also
ArchiveLink
documents)

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 Business Objects in a SAP ERP

SAP
Business Object

SAP has more than 2200 business object types

Common Business Object Types:
Materials Management (MM): Material, Vendor, Contract
Sales and Distribution (SD): Customer, Prospect, Competitor,
Contract
Project System (PS): Project, WBS Element, Claim (Notification)
Plant Maintenance (PM): Functional Location, Equipment,
Maintenance Notification, Maintenance Order
Quality Management (QM): Quality Notification, Quality Activity
Customer Service (CS): Service Notification
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 Whats the Value of OpenText EIM ?
Where do we deliver Solutions? How do we drive value?

Cost
CONTENT & PROCESS Document management cost
Business Review and approval process
Transformation Search & Discovery costs

Agility Accelerate business decisions

USER
EXPERIENCE Collaboration Accessability & Collaboration
Streamlined Communication

Compliance
Improve process compliance
INFORMATION Content Secure records management
REPOSITORY Lifecycle Mgmt.
Manage regulated processes

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Agenda

User Interfaces for Extended ECM

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Example: Workspace in MS Windows

Windows
Integration of
Extended ECM
Full ECM capabilities with
document preview,
Complete SAP document edit in MS Office,
hierarchy (e.g. versioning, audit, metadata,
FLOC, EQUI) is etc.
automatically
available as
Windows folder
structure

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Shopping Cart Workspace in SAP SRM
Workspace Tab in SRM
User Interface

Extended ECM
Workspace connected to
SRM object providing full
ECM capabilities

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 Example: Access from Mobile Devices
OpenText Everywhere* OpenText Tempo*
Mobile Access and Filing Dropbox behind the Firewall

* Add-ons to Extended ECM sold by

OpenText

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