OEM Product Training Manual

OEM Product Descriptions, Deep Dives, and Bundles

2019 | OpenText OEM

OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate
OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

Standalone
Standalone Platforms
Platforms are
are OpenText™
OpenText™ OEMOEM Products
Products
which
which exist
exist as
as a
a complete
complete solution
solution that
that functions
functions without
without
the
the need
need of
of another
another device,
device, computer
computer or
or connection.
connection.

Standalone Platform P
OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

Solution
Solution Components
Components represent
represent OpenText
OpenText OEMOEM
Products
Products that
that are
are add-ons
add-ons to
to other
other solutions,
solutions, or
or those
those
that
that require
require other
other devices,
devices, computers
computers oror connections,
connections, to
to
function. Solution Components are often embedded
function. Solution Components are often embedded in in
OpenText
OpenText OEM
OEM Standalone
Standalone Platforms.
Platforms.

Solution Component
OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

Manual
Manual data
data entry
entry is
is quickly
quickly becoming
becoming a a thing
thing of
of the
the
past.
past. OpenText™
OpenText™ OEM OEM Capture
Capture & & Digitize
Digitize Solutions
Solutions
enable
enable your
your application
application to
to automatically
automatically collect,
collect, ingest,
ingest,
and
and convert information from the real world into a format
convert information from the real world into a format
usable in the digital world.
usable in the digital world.

Capture & Digitize

OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

All
All applications
applications create,
create, process,
process, and/or
and/or route
route
information.
information. OpenText™
OpenText™ OEMOEM Store,
Store, Manage
Manage & &
Migrate
Migrate Solutions
Solutions provide
provide the
the means
means and
and ends
ends for
for this
this
information to be migrated, organized, and stored within
information to be migrated, organized, and stored within
an
an application.
application.

Store, Manage & Migrate

OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

Decisions
Decisions are
are only
only as
as effective
effective as
as the
the data
data that
that supports
supports
them.
them. OpenText™
OpenText™ OEM OEM Analyze,
Analyze, Report
Report & & Predict
Predict
Solutions
Solutions enable
enable you
you to
to add
add enterprise-grade,
enterprise-grade, scalable
scalable
and highly interactive analytics capabilities to your
and highly interactive analytics capabilities to your
products
products and
and solutions
solutions and
and empower
empower users
users with
with
visualizations, dashboards, and more.
visualizations, dashboards, and more.

Analyze, Report & Predict

OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

Surviving
Surviving the
the digital
digital transformation
transformation requires
requires a a move
move
from
from manual
manual toto automatic
automatic processes.
processes. OpenText™
OpenText™ OEM OEM
Process
Process & & Automate
Automate Solutions
Solutions enable
enable the
the
development
development and optimization of digital processes –
and optimization of digital processes –
including dynamic case management – with
including dynamic case management – with insight,insight,
automation
automation and
and data-driven
data-driven decision
decision making.
making.

Process & Automate

OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

Critical
Critical actions,
actions, decisions
decisions and
and investigations
investigations depend
depend on on
getting
getting the
the right
right information
information to
to the
the right
right person
person atat the
the
right
right time.
time. OpenText™
OpenText™ OEM OEM Search
Search & & Discover
Discover
Solutions
Solutions provide powerful search and discovery
provide powerful search and discovery
capabilities
capabilities enable users to locate, freeze and
enable users to locate, freeze and retrieve
retrieve
the necessary information, no matter where it resides.
the necessary information, no matter where it resides.

Search & Discover

OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

Today’s
Today’s users
users expect
expect seamless
seamless connectivity
connectivity across
across
systems,
systems, information
information and
and processes.
processes. OpenText™
OpenText™ OEMOEM
Integrate
Integrate & & Access
Access Solutions
Solutions provide
provide
fast,
fast, reliable access (direct and remote)
reliable access (direct and remote) between
between apps
apps
and data sources.
and data sources.

Integrate & Access

OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

Effective
Effective communication
communication relies
relies on
on information
information being
being
suitable
suitable for
for its
its audience
audience in
in format,
format, layout
layout and
and
appearance.
appearance. OpenText™
OpenText™ OEM OEM View,
View, Transform
Transform & &
Communicate Solutions empower users
Communicate Solutions empower users to create, to create,
collaborate
collaborate on
on and
and publish
publish content
content that
that is
is customized
customized
and targeted for the needs of the audience.
and targeted for the needs of the audience.

View, Transform & Communicate

OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
OpenText™
OpenText™Intelligent
Intelligent Capture
ProcessCapture helps
helpsorganizations
& Automate organizationstransform
transformhigh
highvolumes
volumesof of
documents
documentsinto intoactionable
actionabledatadatafor
foruse
useininvital
vitalprocesses
processesand andapplications.
applications.By By
combining
combiningintelligent
intelligentcapture
capturewithwithprocess
processmanagement,
management,organizations
organizationscancan
dramatically
dramaticallyreduce
reducecosts,
costs,errors
errorsand
andrisks
risksby byensuring
ensuringthat
thatcomplete
complete
information
informationisisavailable
availablewhenwhenandandwhere
whereit’sit’sneeded.
needed.The Thepremier
premierOpenText™
OpenText™
capture
capturesolution,
solution,Intelligent
IntelligentCapture
Captureisiscapable
capableof ofintaking
intakingcontent
contentofofany
anyformat
format
from
fromanyanysource,
source,including
includingscanning,
scanning,fax,
fax,email,
email,cloud
cloudstorage,
storage,social
socialmedia,
media,
mobile,
mobile,shared
shareddrives,
drives,etc.,
etc.,extracting
extractingand
andvalidating
validatingthethedata
databefore
beforeconverting
converting
ititto
todata
datathat
thatcan
canbe beused
usedinindownstream
downstreamsystemssystemsand andprocesses.
processes.ItItisishighly
highly
scalable,
scalable,handling
handlingmillions
millionsofofdocuments
documentsor orfiles
filesper
perday,
day,and
andisiseasily
easily
integrated
integratedwith
withall
allmajor
majorIT ITsystems,
systems,including
includingERP, ERP,ECM,
ECM,HRIS,
HRIS,CRM,
CRM,etc.etc.

Deep Dive Bundle: 1, 2, 3, 4

OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
AProcess
Acollaboration
collaboration between
betweenOpenText™
& Automate OpenText™Intelligent
IntelligentCapture
Captureand andMagellan
Magellan
technology,
technology,OpenText™
OpenText™AI AIAugmented
AugmentedCapture Captureisisaapowerful
powerfulcapture
capturesolution
solution
used
usedto toprovide
providethethemost
mostadvanced
advancedend-to-end
end-to-endcapture
captureexperience
experienceforfor
workflows.
workflows.AI AIAugmented
AugmentedCapture
Captureautomatically
automaticallydigitizes
digitizescontent,
content,applies
applies
advanced
advancedrecognition,
recognition,and
andextracts
extractsand
androutes
routesdata
datatotothe
theappropriate
appropriateworkflow.
workflow.
ItItcan
cancollect
collectcontent
contentfrom
fromany
anysource,
source,including
includingemail,
email,social
socialmedia,
media,andandmobile
mobile
devices,
devices,andandititcan
canapply
applynatural
naturallanguage
languageand andcontext
contextprocessing
processingtechnology
technology
totounderstand,
understand,separate,
separate,and
andsort
sortthis
thiscontent
contentinto
intothe
theright
rightworkflows.
workflows.ItItalso
also
provides
providesanalytic
analyticdashboards
dashboardsthat
thatallow
allowsuperior
superiormanagement
managementof ofthe
theentire
entire
process.
process.ItItisishighly
highlyscalable
scalableand
andcan
cansupport
supportmillions
millionsof ofpages
pagesper
perday.
day.

Deep Dive Bundle

OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
OpenText™
OpenText™Capture
Process & Automate CaptureDocument
DocumentReader
Reader(CDR)(CDR)isisaacapture
captureproduct
productwhich
which
can
canserve
serveasasaastandalone
standalonecapture
capturesolution
solutionor orcan
canbe
beembedded
embeddedinto intoaabroader
broader
application.
application.The
Theprimary
primaryuseusecase
caseof ofCDR
CDRisisto toconvert
convertpaper
paperdocuments
documentsintointo
machine-readable
machine-readabledata datawhich
whichititdoes
doesby byfirst
firstseparating
separatingaacollection
collectionof
of
documents
documentsintointodistinct
distinctdocuments,
documents,identifying
identifyingthe
theclass
classof
ofeach,
each,and
andrunning
runningaa
corresponding
correspondingset setof
ofOCR/ICR
OCR/ICRactions
actions(utilizing
(utilizingCRE
CREand
andFPR
FPRas asengines).
engines).
CRE
CREenables
enablesdevelopers
developersto toadd
addcomplete
completecapture-to-process
capture-to-processworkflow
workflow
capabilities
capabilitiesto
totheir
theirapplication.
application.

Deep Dive Bundle

OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

OpenText™
OpenText™Full FullPage
PageReader
Reader(FPR)
(FPR)isisan
anOCR/ICR
OCR/ICRmodule modulethat
thatisisused
usedtoto
scan
scanananentire
entiredocument
documentand andconvert
convertthe
theinformation
informationto toeditable
editabletext
text(or
(oraa
searchable
searchablePDF).
PDF).ItItisisused
usedininprocessing
processingof ofdocuments
documentsthat thatare
aresemi-
semi-
structured
structured(i.e.
(i.e.where
whereeach
eachtype
typeofofcontent
contentcontains
containsthe thesame
sameinformation,
information,but butitit
may
maybe befound
foundinindifferent
differentareas
areasononthe
thesheet).
sheet).ItItscans
scansthe thesheet
sheettotoidentify
identify
keywords
keywordsthatthatidentify
identifythe
thedocument
documenttypetype(which
(whichtells
tellsititwhat
whatspecific
specificinformation
information
to
tolook
lookfor),
for),then
thenlooks
looksto tothe
theright
rightor
ordown
downfrom
fromthethekeyword
keywordand andcaptures
capturesthe the
relevant
relevantinformation.
information.

Deep Dive Bundle

OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

OpenText™
OpenText™Capture
CaptureRecognition
RecognitionEngine
Engine(CRE)
(CRE)reads
readsand
andextracts
extracts
characters
charactersfrom
fromthe
theimages
imagesofofhighly
highlystructured/standard
structured/standardforms
formsand
anddocuments
documents
(e.g.
(e.g.passports,
passports,1040
1040forms,
forms,cheques,
cheques,T4,T4,etc.).,
etc.).,unlocking
unlockingthe
thecontent
contentfor
for
subsequent
subsequentelectronic
electronicprocessing.
processing.

Deep Dive Bundle

OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

OpenText
OpenTextCapture
CaptureDocument
DocumentExtraction
Extractionisisaatoolkit
toolkitfor
foringestion
ingestionof
of
documents.
documents.

Deep Dive Bundle

OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

OpenText™
OpenText™PixTools
PixToolsallows
allowstraditional
traditionalsoftware
softwaredevelopers
developersto toeasily
easilycreate
create
custom
customdocument
documentcapture
captureapplications
applicationsororintegrate
integratedocument
documentimaging
imaging
capabilities
capabilitiesinto
intoexisting
existingapplications.
applications.Since
SincePixTools
PixToolsisisbuilt
builtwithin
withinthe
theISIS
ISIS
architecture,
architecture,ititprovides
providesunparalleled
unparalleledapplication-to-scanner
application-to-scannercompatibility.
compatibility.
PixTools
PixToolsenable
enableapplications
applicationstotocommunicate
communicatewith withmore
morethan
than400
400scanners
scanners
without
withoutthe
theneed
needforforany
anyadditional
additionaldocument
documentimaging
imagingsoftware
softwareororhardware
hardware
dongles
dongles(keys).
(keys).

Deep Dive Bundle

OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

OpenText™
OpenText™PixTools
PixToolsfor forWeb
Webenables
enablessoftware
softwaredevelopers
developersbuilding
buildingweb-
web-
based
basedapplications
applicationsthethefreedom
freedomto toeasily
easilyembed
embedscanning
scanningand
andimaging
imaging
capabilities
capabilitiesinto
intotheir
theirsoftware
softwareproducts.
products.PixTools
PixToolsforforWeb
Webisiscompatible
compatiblewithwith
90%
90%ofofconsumer-grade
consumer-gradescanners
scannersandandimaging
imagingappliances
appliancesasasititsupports
supports
TWAIN
TWAINdrivers.
drivers.PixTools
PixToolsfor
forWeb-enabled
Web-enabledapplications
applicationscan
canbebeused
usedon onany
any
browser
browserandandrequire
requirenonoadditional
additionalplug-in
plug-inororapplications
applicationsto
toinstall
installand
andrun,
run,
providing
providingaafrictionless
frictionlessuser-experience.
user-experience.

Deep Dive Bundle

OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

The
TheOpenText™
OpenText™PixTools
PixToolsforforMobile
MobileSDKSDK(software
(softwaredevelopment
developmentkit) kit)can
canbe
be
embedded
embeddedintointoexisting
existingmobile
mobileapp
appto
toadd
addcapture
capturecapabilities
capabilitiesor
orcan
canserve
serveas
as
the
thefoundation
foundationofofaanew
newcustom
custommobile
mobileapp.
app.Compatible
Compatiblewith
withall
allmajor
majormobile
mobile
operating
operatingsystems
systems(i.e.
(i.e.iOS,
iOS,Android,
Android,Cordova),
Cordova),Mobile
MobileSDK
SDKenables
enablesimage
image
capturing
capturingand
andenhancement
enhancementcapabilities
capabilitiesfor
forand
andininapps
appsbuilt
builtfor
forany
anysmart-
smart-
phone
phoneorortablet.
tablet.Developers
Developerscancanturn
turnany
anymobile
mobiledevice
deviceinto
intoaahigh-grade
high-gradeimage
image
scanner
scannerwith
withMobile
MobileSDK.
SDK.

Deep Dive Bundle

OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

At
Attheir
theircore
coreOpenText™
OpenText™ISIS ISISScanner
ScannerDrivers
Driversembed
embedinto intoaascanner,
scanner,
enabling
enablingititto
tocapture
captureaaphysical
physicalimage
imageand
andconvert
convertititto
toan
anelectronic
electronicimage
imagethat
that
can
canbebestored
storedon onaacomputer
computeror orininan
anapplication.
application.However,
However,ISIS ISISisisbest
bestsuited
suited
toward
towardhigh-volume,
high-volume,high-speed
high-speedcommercial-grade
commercial-gradescanners
scanners(approximately
(approximately
anything
anythingabove
above40 40pages
pagesper
perminute).
minute).They
Theyfunction
functionjust
justfine
fineininlow-volume
low-volume
scenarios
scenariosas aswell.
well.Scanners
Scannersthatthatsupport
supportISIS
ISISdrivers
driversenable
enableISIS-supporting
ISIS-supporting
applications
applicationsthetheultimate
ultimateinindevice
devicecontrol
controlduring
duringdevelopment.
development.

Deep Dive Bundle

OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

PixTools
PixToolsfor
for.Net
.Netisisaacomprehensive
comprehensiveSDKSDKfor
for.Net
.Netenvironments
environmentscomprised
comprisedof of
scanning,
scanning,viewing,
viewing,and
andimage
imageprocessing
processingmodules.
modules.PixTools
PixToolsfor
for.Net
.Netisisideal
idealfor
for
developers
developerswho
whowant
wantto tocreate
createcustom
customdocument
documentcapture
captureapplications
applicationsoror
embed
embedpowerful
powerfuldocument
documentimaging
imagingfunctionality
functionalityinto
intoexisting
existingapplications
applications

Deep Dive Bundle

OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

OpenText™
OpenText™TeleForm
TeleFormisisananIntelligent
IntelligentForms
FormsAutomation
Automationproduct
productthat
thatenables
enables
forms
formscreation,
creation,distribution,
distribution,and
andautomated
automateddata
datacapture
captureto
toeliminate
eliminatemanual
manual
data
dataentry,
entry,improve
improveefficiency,
efficiency,and
andcontrol
controlcosts.
costs.

Deep Dive Bundle

OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

OpenText™
OpenText™ApplicationXtender
ApplicationXtenderisisan anEnterprise
EnterpriseContent
ContentManagement
Management(ECM)(ECM)
solution
solutionthat
thatelectronically
electronicallystores,
stores,organizes,
organizes,and
andmanages
managesvirtually
virtuallyany
anykind
kindof
of
business
businesscontent.
content.ItItisiseasy
easyto
tointegrate
integrateinto
intoapplications
applicationsas
asaaback-end
back-endservice
service
for
formanagement
managementof ofdocuments
documentsand andextraction
extractionof
ofdata
datarelated
relatedto
toyour
yourprocesses.
processes.

Deep Dive Bundle: 1, 2, 3, 4, 5, 6

OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

OpenText™
OpenText™Documentum
DocumentumPlatform:
Platform:Critical
Criticalenterprise
enterprisecontent
contentmanagement
management
access
accessand
andcontrol
controlof
ofall
allyour
yourinformation
informationassets.
assets.The
TheDocumentum
Documentumplatform
platform
offers
offersan
anenterprise
enterprisecontent
contentmanagement
managementsystem
systemwith
withthe
theessential
essentialcapabilities
capabilities
to
tocontrol
controlall
allyour
yourinformation
informationcontent.
content.

Deep Dive Bundle

OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

OpenText™
OpenText™InfoArchive
InfoArchiveoffers
offersaacentralized,
centralized,secure,
secure,highly
highlyscalable
scalableandand
flexible
flexiblearchitecture,
architecture,setting
settingitself
itselfapart
apartfrom
fromother
othersolutions
solutionsby
byarchiving
archiving
structured
structuredandandunstructured
unstructureddata
dataand
andcontent
contentfrom
fromany
anyapplication
applicationininone
onesimple
simple
platform.
platform.ItItsupports
supportsapplication
applicationdecommissioning,
decommissioning,active
activearchiving
archivingandand
information
informationtransformation.
transformation.

Deep Dive Bundle

OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate The
TheOpenText™
OpenText™Magellan
MagellanAnalytics
AnalyticsSuite
Suiteplatform
platformdelivers
deliversAI,
AI,machine
machine
learning,
learning,text
textmining,
mining,data
data discovery,
discovery,advanced
advancedanalysis
analysisand
andscalable,
scalable,
interactive
interactivebusiness
businessintelligence
intelligenceand
andreporting
reportingon
onaarobust
robustplatform,
platform,leveraging
leveraging
the
thebest
bestofofopen-source
open-sourcetechnology.
technology.

Deep Dive Bundle

OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

The
TheOpenText™
OpenText™Magellan
MagellanAnalytics
AnalyticsDesigner
Designer(formerly
(formerlyOpenText
OpenTextAnalytics
Analytics
Designer)
Designer)allows
allowsdevelopers
developersto todesign
designand
andcreate
createdynamic
dynamicreports
reportswith
with
embedded
embeddedanalytics,
analytics,data
datavisualizations,
visualizations,interactive
interactiveweb
webapplications,
applications,and
and
customizable
customizabledashboards
dashboardsforforpersonalized
personalizedinsights
insightsand
andbetter
betterend
enduser
user
experiences.
experiences.

Deep Dive Bundle

OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

The
TheOpenText™
OpenText™Magellan
MagellanBI BI&&Reporting
Reporting(formerly
(formerlyOpenText
OpenTextInformation
Information
Hub
Hub(iHub))
(iHub))component
componentof ofOpenText™
OpenText™Magellan™
Magellan™Analytics
AnalyticsSuite
Suiteisisaascalable
scalable
analytics
analyticsand
anddata
datavisualization
visualizationplatform
platformthat
thatenables
enablesITITleaders
leadersand
andtheir
theirteams
teams
to
todesign,
design,deploy,
deploy,andandmanage
managesecure,
secure,interactive
interactiveweb
webapplications,
applications,reports,
reports,
and
anddashboards
dashboardsfed fedbybymultiple
multipledata
datasources.
sources.Magellan
MagellanBIBI&&Reporting
Reporting
supports
supportshigh
highvolumes
volumesof ofusers,
users,and
andits
itsintegration
integrationAPIs
APIsenable
enableembedded
embedded
analytic
analyticcontent
contentininany
anyapp,
app,displayed
displayedon onany
anydevice.
device.

Deep Dive Bundle: 1, 2, 3

OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

OpenText™
OpenText™Magellan
MagellanData
DataDiscovery
Discoveryallows
allowsbusiness
businessusersusersand
andanalysts
analyststo to
access,
access,blend,
blend,explore
exploreand
andanalyze
analyzedata
dataquickly
quicklywithout
withoutdepending
dependingon onIT
IToror
data
dataexperts.
experts.Data
DataDiscovery
Discoverycombines
combinesan ananalytical
analyticalcolumnar
columnardatabase
databasethat
that
easily
easilyintegrates
integratesdisparate
disparatedata
datasources,
sources,with
withbuilt-in
built-instatistical
statisticaltechniques
techniquesforfor
profiling,
profiling,mapping,
mapping,clustering,
clustering,forecasting,
forecasting,creating
creatingdecision
decisiontrees,
trees,classification
classification
and
andassociation
associationrules,
rules,doing
doingregressions,
regressions,and
andcorrelations.
correlations.

Deep Dive Bundle

OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

Magellan
MagellanTextTextMining
Miningby byOpenText™
OpenText™(formerly
(formerlyInfoFusion
InfoFusion//Content
Content
Analytics)
Analytics)isispart
partof
ofthe
thebroader
broaderOpenText
OpenTextMagellan
Magellansuite
suiteof
ofproducts
productsdedicated
dedicated
to
toBusiness
BusinessIntelligence
IntelligenceandandAnalytics.
Analytics.Magellan
MagellanTextTextMining
Miningcombines
combinesdata
dataand
and
entity
entityextraction,
extraction,text
textanalytics,
analytics,natural
naturallanguage
languageprocessing
processingand andsemantic
semantic
analysis
analysisinto
intoan
anall-in-one
all-in-onesolution
solutionthat
thatpulls
pullsmeaning,
meaning,nuance
nuanceand andcontext
contextfrom
from
vast
vastamounts
amountsof ofunstructured
unstructuredcontent
contentininorder
ordertotoharness
harnessitsitstrue
truebusiness
business
potential.
potential.Deployed
Deployedas asaastandalone
standalonesolution,
solution,or
orasaspart
partof
ofananintegrated
integratedsolution
solution
using
usingour
ourpowerful
powerfulAPI,API,Magellan
MagellanText
TextMining
Miningenables
enablesorganizations
organizationsto tocreate
create
machine-readable
machine-readablecontent
contentfrom
fromunstructured
unstructureddata,
data,connect
connectpeople
peoplewith
withrelevant
relevant
content,
content,discover
discovervaluable
valuablefactual
factualinformation
informationto tosupport
supportdecisions,
decisions,andandboost
boost
productivity
productivityand
andreduce
reducebusiness
businessrisk.
risk.

Deep Dive Bundle: 1, 2

OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

BIRT
BIRT(Business
(BusinessIntelligence
IntelligenceReporting
ReportingTool)
Tool)isisan
anIntegrated
IntegratedDevelopment
Development
Environment
Environment(IDE)
(IDE)for
forbuilding
buildinganalytics
analyticsand
andreporting
reportingsolutions.
solutions.ItItwas
was
developed
developedby byaaconsortium
consortiumof oftech
techvendors
vendors(Eclipse),
(Eclipse),including
includingOpenText,
OpenText,and and
isisavailable
availableas
asopen-source
open-sourcesoftware.
software.OpenText
OpenTextMagellan
MagellanBI BI&&Reporting
Reportingisisan
an
example
exampleof ofaasolution
solutiondeveloped
developedusing
usingBIRT.
BIRT.

Deep Dive Bundle

OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

OpenText™
OpenText™Analytics
AnalyticsJava
JavaComponents
Componentsisisaadevelopment
developmentkitkitthat
thatallows
allows
developers
developersto
toadd
addspecific
specificanalytic
analyticcapabilities
capabilitiesininaalighter-weight
lighter-weightarchitecture
architecture
than
thanBIRT.
BIRT.

Deep Dive Bundle

OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:
OpenText™
OpenText™AppWorks
AppWorksisisaalow-code
low-codeapplication
applicationdevelopment
developmentplatform
platformthat
thatisis
designed
designed to
tobe
be used
used by
byanyone
anyone in
inthe
theorganization.
organization. With
With AppWorks,
AppWorks, business
business
P Standalone Platform
and
andITITusers
userscan
Capture & Digitize
canbuild
buildand
anddeploy
deploydigital
digitalapplications
Search & Discover
applicationsand
andcase
casemanagement
management
solutions
solutionsthat
thatautomate
automatemanual
manualprocesses
processes(or (orimprove
improveexisting
existingdigital
digital
Solution Component Store, Manage & Migrate Integrate & Access
processes).
processes).AppWorks
AppWorksalsoalsoprovides
providesprocess
processanalytics
analyticsso
soyou
youmay
maymonitor,
monitor,
manage,
manage,andandimprove
improveprocesses
processescontinuously.
continuously. View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

Deep Dive Bundle

OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
OpenText™
OpenText™AppWorks
AppWorks
ProcessGateway
Gateway
& Automateisisan
anadd-on
add-onto
toAppWorks
AppWorkswhich
whichallows
allowsaa
user
userto
toefficiently
efficientlydeploy
deployall
allof
ofthe
theAPIs,
APIs,webwebservices
servicesand
andmobile
mobileapplications
applications
you
youbuild
buildwith
withOpenText
OpenTextAppWorks.
AppWorks.

Deep Dive Bundle

OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

OpenText™
OpenText™LiquidOffice™
LiquidOffice™isisan anintelligent
intelligentforms
formsautomation
automationplatform
platformthat
that
enables
enablesorganizations
organizationsto todesign
designandandpublish
publishrich
richelectronic
electronicforms,
forms,automating
automating
data
datacollection,
collection,routing
routingand
andprocessing
processingto todigitally
digitallytransform
transformforms-driven
forms-drivenline
lineof
of
business
businessprocesses.
processes.TheThesolution
solutionuses
usesbusiness
businessrules,
rules,routing
routingand
andsystems
systems
integration
integrationcapabilities
capabilitiesfor
forimproved
improvedefficiency,
efficiency,control,
control,delivery
deliveryof
ofinformation,
information,
provision
provisionof
ofproducts
productsand
andto todeliver
deliveraarich
richdigital
digitalcustomer
customerexperience.
experience.

Deep Dive Bundle: 1, 2, 3, 4

OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

OpenText™
OpenText™Documentum
DocumentumxCP xCPisisaaflexible
flexibledevelopment
developmentplatform
platformforfor
automating
automatingcomplex,
complex,information-intensive
information-intensiveprocesses
processesto todrive
drivebetter
betterbusiness
business
decisions.
decisions.Documentum
DocumentumxCP xCPlets
letsdesigners,
designers,developers,
developers,andandITITarchitects
architects
design
designand
anddeploy
deploysolutions
solutionsthat
thatbring
bringnew
newefficiency
efficiencyand
andagility
agilityto
tocomplex
complex
processes
processes––from
fromloan
loanapplications
applicationstotobenefit
benefitapprovals.
approvals.UseUsecases
casesforfor
Documentum
DocumentumxCP xCPexist
existacross
acrossfinancial
financialservices,
services,insurance,
insurance,healthcare,
healthcare,high-
high-
tech,
tech,energy,
energy,and
andpublic-sector
public-sectoragencies.
agencies.

Deep Dive Bundle

OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

The
TheOpenText™
OpenText™Covisint
CovisintIoTIoTPlatform
Platformprovides
providesaasolution
solutiontotosecurely
securely
manage
manageIoT
IoTendpoints
endpoints(e.g.
(e.g.sensors,
sensors,actuators,
actuators,receivers,
receivers,devices,
devices,etc.)
etc.)on
onaa
network,
network,enabling
enablingthe
thecreation
creationofofdigital
digitaltwins,
twins,ensuring
ensuringappropriate
appropriatedata
dataflow
flow
across
acrosssystems,
systems,and
andallowing
allowingfor
forunified
unifiedmessaging
messagingacross
acrossinformation
informationsources.
sources.

Deep Dive Bundle

OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:FileIntelligence
OpenText™
OpenText™File Intelligenceisisaafile
fileanalysis
analysisapplication
applicationthat
thatisisquickly
quickly
deployed,
deployed,easy
easyto
touse
useand
andprovides
providesenterprises
enterpriseswith
withrobust
robustfunctionality
functionalityto
to
P Standalone Platform Capture & Digitize
catalog
catalogunmanaged
unmanagedsourcessources(i.e.,
Search & Discover
(i.e.,file
fileshares,
shares,email,
email,etc.),
etc.),identify
identifyand
andanalyze
analyze
content
contentfiles
filesand
andsupport
supportdecision
decisionmaking
makingto toensure
ensurethe
theappropriate
appropriate
Solution Component Store, Manage & Migrate Integrate & Access
management
managementof ofcritical
criticaland
andvaluable
valuablecontent
content
View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

Deep Dive Bundle

OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
OpenText™
OpenText™
Process Axcelerate
Axcelerateisisaacomplete,
& Automate complete,award-winning
award-winningplatform
platformfor
forlegal
legal
discovery
discoveryand
andinvestigations
investigationswith
withproprietary
proprietaryadvanced
advancedanalytics,
analytics,world
worldclass
class
services
servicesand
andsupport
supportand
andthe
theindustry’s
industry’sbest
bestpredictive
predictivecoding.
coding.With
WithAxcelerate,
Axcelerate,
legal
legalteams
teamscan
canidentify
identifyand
andunderstand
understandthethefacts
factsthat
thatmatter
matterfor
forlitigation,
litigation,
compliance
complianceandandgovernance.
governance.Axcelerate
Axcelerateisisan
anend-to-end
end-to-endeDiscovery
eDiscoveryplatform
platform
with
withproprietary
proprietaryadvanced
advancedanalytics,
analytics,world
worldclass
classservices
servicesand
andsupport
supportand andthe
the
industry’s
industry’sbest
bestpredictive
predictivecoding.
coding.

Deep Dive Bundle

OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

OpenText™
OpenText™Decisiv
Decisivisisananenterprise
enterprisesearch
searchengine
enginethat
thatgoes
goesbeyond
beyond
keywords
keywordsto tosearch
searchmultiple
multiplerepositories
repositoriesatatonce
oncetotofind
findkey
keydocuments,
documents,viewview
projects
projectsand
andidentify
identifyinternal
internalsubject-matter
subject-matterexperts.
experts.Decisiv
Decisivleverages
leveragespowerful
powerful
unstructured
unstructureddata
dataanalytics
analyticstotoexpand
expandsearch
searchwith
withconcepts,
concepts,metadata
metadatafilters,
filters,
phrase
phraseanalysis
analysisand
andinteractive
interactivevisualizations
visualizationsto
topinpoint
pinpointthe
themost
mostaccurate
accurate
results.
results.With
WithDecisiv,
Decisiv,organizations
organizationscancanlocate
locatethe
thedocuments,
documents,expertise
expertiseand
and
projects
projectsthey
theyneed
needfrom
fromthe
thedisparate
disparatesources
sourcesacross
acrossthetheenterprise.
enterprise.

Deep Dive Bundle

OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

OpenText™
OpenText™Exceed
ExceedClassic
Classicisisaahigh-performance
high-performanceXXWindows
WindowsServer
Serverthat
that
connects
connectsWindows
Windowsdesktops
desktopsto
tohigh-end
high-endXXWindow
Windowapplications
applicationsrunning
runningon
on
UNIX
UNIXand
andLinux
Linuxservers.
servers.

Deep Dive Bundle

OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

OpenText™
OpenText™ExceedExceedVA VATurboX
TurboXenables
enablesvirtualization
virtualizationofofgraphically
graphically
demanding
demandingsoftware
softwaresolutions
solutionswhere
whereresponsiveness
responsivenessand andsession
sessionresilience
resilienceare
are
key.
key.At
Atthe
thesame
sametime,
time,Exceed
ExceedTurboX
TurboXcancanbe
beused
usedfor
forthe
thevirtualization
virtualizationofof
standard
standardbusiness
businessdesktops,
desktops,giving
givingorganizations
organizationsone
onetool
toolfor
forsuccessful
successful
virtualization
virtualizationprojects.
projects.

Deep Dive Bundle

OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area: OpenText™
OpenText™Brava!
Brava!provides
providesin-house
in-houseemployees
employeesandandremote,
remote,mobile
mobileusers
users
with
withconsistent,
consistent,reliable
reliableaccess
accesstotocontent
contentwhile
whileensuring
ensuringthat
thatititnever
neverleaves
leaves
P Standalone Platform Capture & Digitize
the
therepository.
Search & Discover
repository.Offering
Offeringaasingle
singleapplication
applicationfor
forviewing
viewingvirtually
virtuallyany
anyfile
fileformat,
format,
including
includingcomplex
complexengineering
engineeringdrawings
drawingsandandvideos,
videos,Brava!
Brava!speeds
speedsreview
review
Solution Component Store, Manage & Migrate Integrate & Access
processes,
processes,minimizes
minimizesthethenumber
numberof ofinstalled
installedapplications
applicationsand
andsaves
savesmoney.
money.
View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

Deep Dive Bundle

OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate OpenText™
OpenText™BlazonBlazonisisaarendition
renditionengine
enginethat
thatcan
canhelp
helpautomatically
automaticallytransform
transform
files
filesfrom
fromvirtually
virtuallyany
anyformat
formatinto
intoaccurate
accuratePDF,
PDF,TIFF
TIFFor
orsecure
secureContent
ContentSealed
Sealed
Format
Format(CSF)
(CSF)renditions.
renditions.ItItcan
canalso
alsotransform
transform3D 3Dmodels,
models,publishing
publishingthem
themasas
STL,
STL,ISFISFor
orcompressed
compressed3DF. 3DF.AsAspart
partof
ofthis
thisprocess,
process,Blazon
Blazoncancanalso
alsoadd
add
mark-ups
mark-ups(stamps,
(stamps,watermarks,
watermarks,and andbanners)
banners)automatically
automaticallyor
orthrough
throughaa
manual
manualGUI.
GUI.Blazon
Blazonisishighly
highlyscalable,
scalable,able
abletotobe
bedeployed
deployedtotoaasingle
single
department
departmentor oracross
acrossthe
theentire
entireenterprise.
enterprise.

Deep Dive Bundle

OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

OpenText™
OpenText™Exstream
Exstreamisisananomni-channel
omni-channelCustomer
CustomerCommunications
Communications
Management
Management(CCM)
(CCM)solution
solutionthat
thatenables
enablesorganizations
organizationstotocreate
createconnected
connected
customer
customerjourneys
journeysand
andmeaningful
meaningfulcustomer
customerconversations
conversationsby byhelping
helpingthem
them
understand,
understand,serve
serveand
andreact
reactto
tocustomers
customersusing
usingthe
thedelivery
deliveryformats
formatsand
and
channels
channelsthey
theyprefer,
prefer,including
includingemail,
email,web
weband
andmobile.
mobile.

Deep Dive Bundle: 1, 2, 3

OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

OpenText™
OpenText™OutputOutputTransformation
Transformationproducts
productsautomate
automatethe theoutput
outputofofcontent-
content-
centric
centricworkflows,
workflows,such
suchasashigh-volume
high-volumeprint-streams
print-streamsforforbills,
bills,creation
creationofof
accessible
accessiblematerials,
materials,generation
generationof ofweb
weband
andmobile
mobilemessaging,
messaging,etc.. etc..With
Withuse
use
cases
caseswithin
withinfinancial
financialservices,
services,insurance,
insurance,telecommunications,
telecommunications,health healthcare,
care,
and
andgovernment
governmentagencies,
agencies,ourouradvanced
advancedtechnology
technologyfully
fullyintegrates
integratesinto
into
existing
existingsystems
systemsandandmodernizes
modernizeshow howenterprises
enterprisescreate,
create,transform,
transform,store,
store,and
and
deliver
deliveraccessible
accessiblehigh-volume
high-volumedocuments
documentsacross
acrossmultiple
multiplechannels.
channels.

Deep Dive Bundle

OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

OpenText™
OpenText™xPression
xPressionEnterprise
EnterpriseEdition:
Edition:Automates
Automatesthe
thegeneration
generationofof
highly
highlycustomized
customizedandandpersonalized
personalizedmultichannel
multichannelcustomer
customercommunications.
communications.
With
WithxPression,
xPression,youyoucan
canreplace
replacemultiple
multipledocument
documentgeneration
generationsystems
systemstoto
reduce
reducecosts,
costs,streamline
streamlineprocesses,
processes,and
andimprove
improvecustomer
customerexperience.
experience.

Deep Dive Bundle

OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

EIM for
Solution Component Store, Manage & Migrate Integrate & Access
View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

OEM
OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Document
Solution Component Store, Manage & Migrate Integrate & Access
View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

Processing
 Intelligent
OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

Process
Initiation
OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Complete
Solution Component Store, Manage & Migrate Integrate & Access
View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

Capture
OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

CCM for
Solution Component Store, Manage & Migrate Integrate & Access
View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

OEM
OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

Information
View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

Management
OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

Operations
P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

Documentation
#1
OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

Operations
P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

Documentation
#2
OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Intelligent
Solution Component Store, Manage & Migrate Integrate & Access
View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

Repository
OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

ECM
OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Process
Solution Component Store, Manage & Migrate Integrate & Access
View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

Repo
OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Complete
Solution Component Store, Manage & Migrate Integrate & Access
View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

OCR+
OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

Image
View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

Management
 No
OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

Bundles
Available
 No
OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

Bundles
Available
 No
OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

Bundles
Available
 No
OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

Bundles
Available
 No
OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

Bundles
Available
 No
OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

Bundles
Available
 No
OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

Bundles
Available
 No
OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

Bundles
Available
 No
OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

Bundles
Available
 No
OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

Bundles
Available
 No
OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

Bundles
Available
 No
OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

Bundles
Available
 No
OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

Bundles
Available
 No
OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

Bundles
Available
 No
OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

Bundles
Available
 No
OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

Bundles
Available
 No
OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

Bundles
Available
 No
OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

Bundles
Available
 No
OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

Bundles
Available
 No
OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

Bundles
Available
 No
OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

Bundles
Available
 No
OpenText™ OEM Product Periodic Table
Product Classification: OEM Capability Area:

P Standalone Platform Capture & Digitize Search & Discover

Solution Component Store, Manage & Migrate Integrate & Access

View, Transform
Analyze, Report & Predict
& Communicate
Process & Automate

Bundles
Available
Intelligent Capture (Formerly Captiva)
Description
OpenText™ Intelligent Capture helps organizations transform high volumes of documents into actionable data for use in vital processes and applications. By combining intelligent capture with
process management, organizations can dramatically reduce costs, errors and risks by ensuring that complete information is available when and where it’s needed. The premier OpenText™
capture solution, Intelligent Capture is capable of intaking content of any format from any source, including scanning, fax, email, cloud storage, social media, mobile, shared drives, etc., extracting
and validating the data before converting it to data that can be used in downstream systems and processes. It is highly scalable, handling millions of documents or files per day, and is easily
integrated with all major IT systems, including ERP, ECM, HRIS, CRM, etc.
Features & Capabilities End-User Target Market
 Intelligent Document Classification – Automatically identifies document types; can discern • Large Enterprises
between several types in a collection of files • Fast Growing Companies
 Intelligent Data Extraction and Validation – Ensures data entering system or process is
accurate and complete
OEM Use Cases
 Branch Office Scanning and Indexing – Easy-to-deploy web-based scanning and indexing client  Embedded Capture. Embed Intelligent Capture into your case or content
 Capture Process Designer – Point-and-click process builder management application; for e.g. solutions that manage property and casualty
 Capture Desktop Client – Enable users to perform capture tasks such as image quality review, claims, new account openings, mortgage lending, accounts payable, new
document assembly, high-speed data entry and indexing, high speed data correction and data customer onboarding, etc.
validation
 Modular Architecture – Deploy all or part of Intelligent Capture
 Secure Platform – Audit trails on documents/files that are captured/processes
 Application Monitoring and Reporting – Alerts IT or issues in capture system or process
 Real-Time Capture Services – Extends the power of Captiva to mobile and line of business
applications
 Mobile Capture Enablement - Converts any camera-equipped mobile device into a powerful tool
to capture information at the point of contact
 Physical and Digital Content Capture – Capable of capturing data from paper or electronic
content
Integration & Add-Ons
Integrated into: Add-on for:
 AI Augmented Capture  Documentum
 ApplicationXtender

OpenText Confidential. ©2019 All Rights Reserved. 84

Example: Captiva Capture + Advanced
Recognition
Attended
Captiva
On Cloud
Premise

Paper / Files Image Document Data Data &

Export Images
Processing Classificatio Extraction
n

Unattended

Client
Server
REST
Exception Processing
Services
OpenText Confidential. ©2019 All Rights Reserved. 85
Transform Documents into Actionable Information
with OpenText Intelligent Capture
Collect documents from … classify them, … and feed them into
various sources … extract data … business applications

OpenText Confidential. ©2019 All Rights Reserved. 86

OpenText Solutions Integration with Banner
Line of
Business
Banner Applications
Banner Capture (Captiva) $

AX Image Capture AX Connector $

Banner Document
AX Reports Management $ Management AX for Office
(ApplicationXtender)
Full-Text Indexing (xPlore) $

Microsoft
Retention Management Office

Capture Store Manag Preser Delive

e ve r
OpenText Confidential. ©2019 All Rights Reserved. 87
Highly-available stand-alone Real-Time system
2 stripped-down
Intelligent Capture
s servers in a
e
/ profil ScaleServer group
io n
urat
(included with Real-Time Server)
f ig
Con c at ion
nti
ra uthe
Line of Business Use
One Real-Time Server license
Application can do ALL this!!

3rd party
load REST Server
balancer web farm

Mobile App

Intelligent Capture Module Services

(as many instances as needed to meet peak throughput requirements)

OpenText Confidential. ©2019 All Rights Reserved. 88

Combined Enterprise Capture + Real-Time
Customer Line Of Business Intelligent Capture Real-Time Intelligent Capture Capture

Customer Profiles
Web Server Intelligent Capture Server
Batches
Optional REST
Load Server(s)
Balancer

Intelligent Capture
Module Services

Capture processing can be split, but only goes one way from RT server to Capture server
Each system has its own page counters: OCR & AR for RT; Server & AR for Capture server

OpenText Confidential. ©2019 All Rights Reserved. 89

 OpenText Product Page: OEM Product Page: Resource Team:
• Embeddable Capture Technologies (OEM)
Captiva • Captiva Overview • Captiva Cloud Toolkit (SDK) • Product Manager - Mikhail Zakharov, Daren Gardner
• Captiva Enterprise • Captiva ISIS (Image and Scanner Interface Specification) Drive • Technical Product Manager - Mikhail Zakharov, Daren Gardner
• Mobile Capture rs • Marketing Manager – Jim Hayes
• PixTools (SDK)
• Scanner Drivers and Image Capture Tools webpage

OpenText Captiva is an enterprise-grade capture platform which transforms content from paper and other sources into application-ready information which is then used in other systems.

Key External Assets Other External Assets Internal Assets

Marketing Intro Executive Brief • N/A

• N/A Sales
Video
Battlecards: • Positioning/Messaging Battlecard
Positioning and
Product Marketing • eBook: Redefine your business through intelligent enterprise capture
• OpenText™ Captiva™ Mobile SDK Product Overview
OpenText capture products provide the foundation for your digital transformation Prospecting
Overviews • OpenText™ Captiva™ Cloud Capture Toolkit Product Overview eBooks •

Solution Sales
• Intelligent Enterprise Capture Customer
Overviews • Customer Quotes One-Pager Battlecards:
Quotes • N/A
Competitive
• Eaton Vance (Insurance) Intelligence
Case Studies • Minnesota Department of Revenue (Government)
Analyst Reports • N/A
Sales Training • Overview of All Capture Products
Feature / Use
Case Deep • N/A
Dives Podcasts • N/A Sales
Enablement • N/A
Tools
Infographics • N/A

• Release 16 EP5 expands OpenText Captiva’s role in process automa Win / Loss
Blogs tion (Launch for EP5) • N/A
• OpenText Captiva Intelligent Capture continues to set the industry Event Reports
• N/A
benchmark Presentations
• OpenText Captiva gets enhanced automation and scalability
Product • EP5
Release • EP5 - What's New (slide share)
Campaign Roadmap • EP4 - What's New
• N/A
• Advanced recognition – expanding the capabilities of capture Webpages
• Market leading technology stack delivers on promise of advanced ca
Whitepapers pture Licensing Info. • N/A
• Advanced Capture in DIR (Document Image Report)
• OpenText Captiva Capture Azure deployment guide Admin. • N/A
Materials DIY Marketing /
Sales Slide • N/A
Webinars • N/A
Library
Product • N/A
Pitch Deck: Tutorials Process Plays • N/A
Product • N/A
Overview
Sales Plays • N/A
Technical N/A
•
Overviews
Pitch Deck: Campaign
Discussion • N/A Conversation • N/A
Documents Technical FAQs • N/A Guides

OpenText Confidential. ©2019 All Rights Reserved. 90

AI Augmented Capture
Description
A collaboration between OpenText Intelligent Capture and Magellan technology, OpenText AI Augmented Capture is a powerful capture solution used to provide the most advanced end-to-end
capture experience for workflows. AI Augmented Capture automatically digitizes content, applies advanced recognition, and extracts and routes data to the appropriate workflow. It can collect
content from any source, including email, social media, and mobile devices, and it can apply natural language and context processing technology to understand, separate, and sort this content into
the right workflows. It also provides analytic dashboards that allow superior management of the entire process. It is highly scalable and can support millions of pages per day.
Features & Capabilities End-User Target Market
 Natural Language Processing – Processes and analyzes large amounts of natural language • Large Enterprises
data. • Fast Growing Companies
 Context Processing – Enables contextual understanding of data, ensuring documents are
indexed, classified and routed appropriately and provides machine-initiated workflow.
OEM Use Cases
 AI-Based Analytics – Provides dashboards and reports that visualize KPIs around the capture  Embedded Capture. Embed Intelligent Capture into your case or content
process, so business owners can drive higher operational efficiency management application; for e.g. solutions that manage property and casualty
 Data Visualization – Enhance the speed and user experience of creating analytics dashboards claims, new account openings, mortgage lending, accounts payable, new
and reports by dragging and dropping large amounts of data. customer onboarding, etc.

Integration & Add-Ons
Integrated into: Add-on for:
 N/A  Intelligent Capture

OpenText Confidential. ©2019 All Rights Reserved. 91

AI-Augmented Capture Process Flow
Analytics

Captiva
Magella Dashboards
Interactive Reports
n Mobile
Scorecards
Analysis Insights
Ad-Hoc

Capture Digitize Process, Validate Manage Visualize

where Classify, Extract edge
needed cases
OpenText Confidential. ©2019 All Rights Reserved. 92
Capture Document Reader
Description
OpenText™ Capture Document Reader (CDR) is a capture product which can serve as a standalone capture solution or can be embedded into a broader application. The primary use case of
CDR is to convert paper documents into machine-readable data which it does by first separating a collection of documents into distinct documents, identifying the class of each, and running a
corresponding set of OCR/ICR actions (utilizing CRE and FPR as engines). CRE enables developers to add complete capture-to-process workflow capabilities to their application.

Features & Capabilities End-User Target Market

 Rule-based and self-learning technologies – Offer automated document separation, • Small to Large Enterprises
classification and extraction.
 Voting system capabilities – Increase accuracy, allowing the system to become smarter over OEM Use Cases
time.  Embedded Capture. Leverage CDR to extend capture capabilities to your
 Flexible, Modular Architecture – Deploy all or parts of CDR configurable via a graphic user application, or build an application with capture as the foundation.
interface (GUI).
 Programming interfaces – Integrate business logic.
 Custom processing – Supports custom processing in addition to standard modules.
 Processing load – Distributes over multiple servers in a cluster.
 XML interface – Offers easy third-party system integration, with Document Reader running as a
subsystem.

Integration & Add-Ons

Integrated into: Add-on for:
 Intelligent Capture  N/A

OpenText Confidential. ©2019 All Rights Reserved. 93

Capture Document Reader

OpenText Confidential. ©2019 All Rights Reserved. 94

 OpenText Capture Document Reader

CRE
OpenText Capture Document Reader delivers:
 Rule-based and self-learning technologies – Offer automated document separation, classification and extraction.

 Voting system capabilities – Increase accuracy, allowing the system to become smarter over time.

 Flexible, Modular Architecture – Deploy all or parts of CDR configurable via a graphic user interface (GUI).

 Programming interfaces – Integrate business logic.

 Custom processing – Supports custom processing in addition to standard modules.

 Processing load – Distributes over multiple servers in a cluster.

 XML interface – Offers easy third-party system integration, with Document Reader running as a subsystem.

OpenText Confidential. ©2019 All Rights Reserved. 95

 What they buy it

Use Cases Personas

The primary use case of CDR is to Leverage CDR to extend capture
Industries
convert paper documents into capabilities to your application, or
machine-readable data which it build an application with capture
OpenText™ Capture Document
does by first separating a as the foundation.
Reader (CDR) is a capture product
collection of documents into
which can serve as a standalone
distinct documents, identifying the CRE enables developers to add
capture solution or can be
class of each, and running a complete capture-to-process
embedded into a broader
corresponding set of OCR/ICR workflow capabilities to their
application.
actions (utilizing CRE and FPR as application.
engines).

OpenText Confidential. ©2019 All Rights Reserved. 96

 OpenText Product Page: OEM Product Page: Resource Team:
Capture Document
Capture Recognition •• Product
Product Manager
Manager -– Guenther Grabow
Engine
Reader
•• Capture
Capture Recognition
Document Engine (Recostar)
Reader (DOKuStar) •• OEM
OEM Recognition
Recognition ••
••
Technical
Technical Product
Marketing
Product Manager
Marketing Manager
Manager -– N/A
Manager -– Jim Hayes

OpenText
OpenText CRE
CDR is
is aa tool that can
platform that read
helpstext from a written
recognize ordocument
different printed document and
types and convert
extracts that
the text into afrom
information digital format.onOrganizations
it based use it in processes
the type of document thatscanned
that has been involve taking information
(e.g. CRE can tellfrom
the a
document and entering it into a system. CRE allows you to scan the document and extract
difference between a contract and an invoice and extract and route information to the right system).the information you need into the system of record.
Key
Key External
External Assets
Assets Other
Other External
External Assets
Assets Internal
Internal Assets
Assets
Marketing Intro • N/A
Video Executive Brief • N/A Sales
Battlecards:
Product • N/A
• DOKuStar Positioning and
Overviews Marketing Prospecting
• N/A
eBooks
Solution N/A
•
Overviews
Customer Sales
• N/A
Quotes Battlecards: N/A
•
Competitive
Case Studies • N/A Intelligence
Analyst Reports • N/A

Sales Training • N/A

Podcasts • N/A

Sales
Infographics • N/A Enablement • N/A
Tools
Feature / Use
Case Deep • N/A
Dives
Event Win / Loss
• N/A • N/A
Presentations Reports

Campaign Product
• N/A Release • N/A
Webpages
Roadmap
Blogs • N/A
Admin. • N/A
Materials
Licensing Info. • N/A

Product N/A DIY Marketing /

•
Tutorials Sales Slide • N/A
Whitepapers • Advanced Recognition
Library

Process Plays • N/A

Webinars • N/A Technical N/A
•
Pitch Deck: Overviews
Sales Plays • N/A
Product • N/A
Overview
Campaign
Pitch Deck:
Technical FAQs • N/A Conversation • N/A
Discussion • N/A OpenText Confidential. ©2019 All Rights Reserved.
Guides 97
Documents
Capture Full Page Reader
Description
An OCR/ICR module that is used to scan an entire document and convert the information to editable text (or a searchable PDF). It is used in processing of documents that are semi-structured (i.e.
where each type of content contains the same information, but it may be found in different areas on the sheet). It scans the sheet to identify keywords that identify the document type (which tells it
what specific information to look for), then looks to the right or down from the keyword and captures the relevant information.

Features & Capabilities End-User Target Market

 Full-text Extraction – Extracts full-text from static document images and converts all major • Small to Large Enterprises
bitmap formats to searchable PDFs or pure text.
 Ensures Reliability – Offers image enhancement and layout analysis tools, along with multi- OEM Use Cases
expert voting and contextual knowledge, to produce almost error-free results,  Embedded Capture. Add the ability to scan document and convert them into
 even for low-quality images. editable text or a searchable PDF to your application, or build a solution with these
 .NET-based interfaces – Enables easy integration with both hardware and software products. capabilities at the center.
 Recognition Engine – Includes the speed and robustness inherent in OpenText’s
 marketing-leading platform.
 Scalable Performance – Batch Interface supports up to eight cores for fast and reliable
conversion.
 Asian Language Options – Supports the processing of Chinese (traditional), Chinese
(simplified), Hong Kong Chinese, Japanese, Korean and Thai languages.

Integration & Add-Ons

Integrated into: Add-on for:
 N/A  N/A

OpenText Confidential. ©2019 All Rights Reserved. 98

 OpenText Capture Full Page Reader-create
searchable documents

 OpenText Capture Full Page Reader delivers:

 OpenText™ Capture Full Page Reader is similar to “CRE”. Full Page Reader applies layout analysis to recognize the
different elements of a document.

 Breaking down the text before applying optical character recognition. It utilizes advanced image processing and multi-
engine voting to achieve nearly error-free results.

 Utilizes market leading OCR technology to create full-text searchable document images

 It converts all major bitmap formats (FAX, TIFF, JPG, BMP, GIF and PDF) into searchable PDF or pure text (XML and
ASCII).

 The solution also offers easy integration into different systems, ranging from central document servers to high-
performance scanners through modern interfaces based on .Net and C++.
OpenText Confidential. ©2019 All Rights Reserved. 99
 What they buy it

Personas
Use Cases
. Add the ability to scan document
An OCR/ICR module that is used
and convert them into editable text
to scan an entire document and Industries
or a searchable PDF to your
convert the information to editable
application, or build a solution with
text (or a searchable PDF). It is After documents are scanned or
these capabilities at the center.
used in processing of documents imported, the image and metadata
Organizations require full-text
that are semi-structured (i.e. are often stored as static files,
optical character recognition
where each type of content making it difficult to put documents
(OCR) as a purpose-built
contains the same information, but into the proper context for
application to automate this
it may be found in different areas business processing.
process and understand the
on the sheet).
information these documents
contain.

OpenText Confidential. ©2019 All Rights Reserved. 10

0
Capture Recognition Engine
Description
Recognition Engine reads and extracts characters from the images of highly structured/standard forms and documents (e.g. passports, 1040 forms, cheques, T4, etc.)., unlocking the content for
subsequent electronic processing.
Features & Capabilities End-User Target Market
 High-Volume Capture – Supports the processing of millions of files/documents per day. • Small to Large Enterprises
 Multi-Engine Capture Processing – Leverages several OCR/ICR engines work in parallel to • High-Volume Capture Processes
achieve maximum accuracy.
 Image Quality Enhancement – Leverages a wide range of integrated image pre-processing
OEM Use Cases
 functions to enhance document images.  Embedded Capture. Leverage CDR to extend capture capabilities to your
 Supports Hand-Written Characters – Capable of processing the widest range of characters, application, or build an application with capture as the foundation.
including machine-generated and handwritten text.
Integration & Add-Ons
Integrated into: Add-on for:
 Capture Document Reader  N/A
 Full Page Reader

OpenText Confidential. ©2019 All Rights Reserved. 10

1
OpenText Confidential. ©2019 All Rights Reserved. 10
2
 OpenText Capture Recognition Engine-the “OCR+”
tool

OpenText Capture Recognition Engine “CRE” delivers:

 High-Volume Capture – Supports the processing of millions of files/documents per day.

 Multi-Engine Capture Processing – Leverages several OCR/ICR engines work in parallel to achieve maximum
accuracy.

 Image Quality Enhancement – Leverages a wide range of integrated image pre-processing functions to enhance
document images.

 Supports Hand-Written Characters – Capable of processing the widest range of characters, including machine-
generated and handwritten text.

OpenText Confidential. ©2019 All Rights Reserved. 10

3
 What they buy it

Use Cases
Recognition Engine reads and
extracts characters from the
images of highly
structured/standard forms and
Personas Industries
documents (e.g. passports, 1040
forms, cheques, T4, etc.).,
unlocking the content for
subsequent electronic processing.

OpenText Confidential. ©2019 All Rights Reserved. 10

4
 OpenText Product Page: OEM Product Page: Resource Team:
Capture Recognition • Product Manager – Guenther Grabow

Engine • Capture Recognition Engine (Recostar) • OEM Recognition •

•
Technical Product Manager – N/A
Marketing Manager – Jim Hayes

OpenText CRE is a tool that can read text from a written or printed document and convert that text into a digital format. Organizations use it in processes that involve taking information from a
document and entering it into a system. CRE allows you to scan the document and extract the information you need into the system of record.
Key External Assets Other External Assets Internal Assets
Marketing Intro • N/A
Video Executive Brief • N/A Sales
Battlecards:
Product • N/A
• CRE (old) Positioning and
Overviews Marketing Prospecting
• N/A
eBooks
Solution N/A
•
Overviews
Customer Sales
• N/A
Quotes Battlecards: N/A
•
Competitive
Case Studies • N/A Intelligence
Analyst Reports • N/A

Sales Training • N/A

Podcasts • N/A

Sales
Infographics • N/A Enablement • N/A
Tools
Feature / Use
Case Deep • N/A
Dives
Event Win / Loss
• N/A • N/A
Presentations Reports

Campaign Product
• N/A Release • N/A
Webpages
Roadmap
Blogs • N/A
Admin. • N/A
Materials
Licensing Info. • N/A

Product N/A DIY Marketing /

•
Tutorials Sales Slide • N/A
Whitepapers • Advanced Recognition
Library

Process Plays • N/A

Webinars • N/A Technical N/A
•
Pitch Deck: Overviews
Sales Plays • N/A
Product • N/A
Overview
Campaign
Pitch Deck:
Technical FAQs • N/A Conversation • N/A
Discussion • N/A OpenText Confidential. ©2019 All Rights Reserved.
Guides 10
Documents
5
Capture Document Extraction
Description
OpenText Capture Document Extraction is a toolkit for ingestion of documents.

Features & Capabilities End-User Target Market

 Keyword Extraction • Small to Large Enterprises
• High-Volume Capture Processes
OEM Use Cases
 Embedded Capture. Leverage CDE to extend capture capabilities to your
application, or build an application with capture as the foundation.

Integration & Add-Ons

Integrated into: Add-on for:
 N/A  N/A

OpenText Confidential. ©2019 All Rights Reserved. 10

6
PixTools
Description
PixTools allows traditional software developers to easily create custom document capture applications or integrate document imaging capabilities into existing applications. Since PixTools is built
within the ISIS architecture, it provides unparalleled application-to-scanner compatibility. PixTools enable applications to communicate with more than 400 scanners without the need for any
additional document imaging software or hardware dongles (keys).
Features & Capabilities End-User Target Market
 Scanner Compatibility – Provide scanner support for over 400 ISIS scanner models. • Developers building centralized or distributed document-capture applications that
 Fully Utilized Scanner Features – Ensure that ISIS scanners operate at rated speeds and take require document imaging capabilities.
full advantage of their capabilities.
 Easy Image Viewing – Support viewing of images, file conversion, image compression, and
OEM Use Cases
annotation.  Embedded Scanner Capture. Add the ability to capture documents directly from
 Image Enhancement and Processing — Automatically clean up images, read barcodes, reduce scanners to your application, or build a new solution with these capabilities at the
file size, improve image clarity, and more. center.

Integration & Add-Ons

Integrated into: Add-on for:
 N/A  N/A

OpenText Confidential. ©2019 All Rights Reserved. 10

7
OpenText PixTools Toolkit

64 bit ISIS

32 bit ISIS

OpenText PixTools Toolkit delivers:

 Scanner compatibility — Provide scanner support for over 400 ISIS scanner models.
 Fully utilized scanner features — Ensure that ISIS scanners operate at rated speeds and take full advantage of
their capabilities.
 Easy image viewing — Support viewing of images, file conversion, image compression, and annotation.
 Image enhancement and processing — Automatically clean up images, read barcodes, reduce file size, improve
image clarity, and more.
Two different “flavors”:
 PixTools – native libraries which can be used from compiled languages.
 PixTools .Net – libraries to use with Microsoft .Net Framework.

OpenText Confidential. ©2019 All Rights Reserved. 10

8
 What they buy PixTools SDK

Use Cases

30 image processing and Industries

enhancement filters
Embedded barcode recognition with 28 OpenText PixTools Toolkit is a
types of barcodes supported software development kit
Support for 400+ scanners made by specifically built for imaging
more than 100 manufacturers with Personas
capture, including scanning,
interface independent ISIS drivers. viewing, and image processing.
Support lower-speed TWAIN scanners
PixTools Toolkit is ideal for
through the PixTWAIN module
64-bit PixTools .Net libraries allows to developers building centralized or
process large images and PDF files distributed document-capture
Built-in image annotation functionality applications that require document
imaging capabilities.

OpenText Confidential. ©2019 All Rights Reserved. 10

9
PixTools for Web
Description
PixTools for Web enables software developers building web-based applications the freedom to easily embed scanning and imaging capabilities into their software products. PixTools for Web is
compatible with 90% of consumer-grade scanners and imaging appliances as it supports TWAIN drivers. PixTools for Web-enabled applications can be used on any browser and require no
additional plug-in or applications to install and run, providing a frictionless user-experience.
Features & Capabilities End-User Target Market
 Scanning – Leverages the power of ISIS and allows access to basic and advanced scanner • Web Application Developers looking to add scanning and imaging functionality
features; also provides connectivity to TWAIN-based devices. directly to their web-based business applications.
 No ActiveX Plug-Ins – No ActiveX plug-ins required on the document scanner workstation. • Document capture vendors, commercial software developers, and enterprises that
 Cross-Browser Support – Support for popular browser platforms like Internet Explorer, Firefox, want to create custom web-based applications
and Chrome.
 Web Development Platform Support – Support for web development platforms like Silverlight,
OEM Use Cases
JavaScript, and Flash.  Embedded Cloud Capture. Add the ability to enable web-based scanning and
 Web-Services Enabled – Provided with web services application programming interfaces (APIs) capture to your application, or build a new solution with these capabilities at the
for accessing and controlling the document scanner features. center.
Integration & Add-Ons
Integrated into: Add-on for:
 N/A  N/A

OpenText Confidential. ©2019 All Rights Reserved. 11

0
OpenText PixTools
For Web

Web server

Scanning — Leverages the power of ISIS and allows access to basic and advanced scanner features;
also provides connectivity to TWAIN-based devices.
No ActiveX plug-ins — No ActiveX plug-ins required on the document scanner workstation. PixTools
for Web can be shared across the network.
Cross-browser support — Support for popular browser platforms like Internet Explorer, Firefox, and
Chrome.
Web development platform support — Support for web development platforms like Silverlight,
JavaScript, and Flash. User can access scanner from any device with browser.
Web-services enabled — Provided with web services application programming interfaces (APIs) for
accessing and controlling the document scanner features.
OpenText Confidential. ©2019 All Rights Reserved. 11
1
PixTools for Mobile SDK
Description
The PixTools for Mobile SDK (software development kit) can be embedded into existing mobile app to add capture capabilities or can serve as the foundation of a new custom mobile app.
Compatible with all major mobile operating systems (i.e. iOS, Android, Cordova), PixTools for Mobile SDK enables image capturing and enhancement capabilities for and in apps built for any
smart-phone or tablet. Developers can turn any mobile device into a high-grade image scanner with PixTools for Mobile SDK.
Features & Capabilities End-User Target Market
 Mobile Capture – Enhance or improve smartphone user experience to easily capture and submit • Mobile Developers
documents
 Mobile Imaging – Easily embed on-device image capture, clean-up, and batch submission
OEM Use Cases
functions into mobile applications  Embedded Mobile Capture. Add the ability to capture, image, and output
 Back-End Folder/System Servicing – Service any back-end folder and/or system and transmit capabilities to mobile applications.
optimized images for further business processing of information
 Picture Correction – Enhanced capability to automatically take the best picture without any
human intervention
 User Interface – User interface guides and tools to assist users to capture the highest quality
image possible
 Image Filters – Image processing filters and quality detection tools to optimize image quality and
size
 Camera Customization – Camera user interface overlay to customize sensor icons, buttons,
labels, colors and dialogs
Integration & Add-Ons
Integrated into: Add-on for:
 N/A  N/A

OpenText Confidential. ©2019 All Rights Reserved. 11

2
 OpenText PixTools for Mobile
Mobile App “Capture” Server
Intelligent Capture
User Interface
Tweak image in Intelligent Capture
Real-Time-stand alone
real-time for
optimal image for Mobile Customer’s own server
quality

Camera
Mobile Capture Provide Picture Correction Back-End Folder/System
Customization
enhanced tools for Automate image quality based Servicing Service any
Custom UI for
smartphone cameras on extracted data back-end folder and/or
icons, buttons,
labels, colors system and transmit
Mobile Imaging Image Filters optimized images for further
and dialogs
Seamless in-app capture Customize picture correction business processing of
experience based on extracted data information

OpenText Confidential. ©2019 All Rights Reserved. 11

3
 What they buy it

Use Cases
OpenText PixTools Mobile
Capture delivers on-device image
capture and clean-up functionality
for iOS and Android smartphones
and tablets. It provides an open
Personas Industries
integration to back-end folders
and/or systems for further
processing of documents captured
using a mobile device.

OpenText Confidential. ©2019 All Rights Reserved. 11

4
PixTools ISIS Scanner Drivers
Description
At their core ISIS Scanner Drivers embed into a scanner, enabling it to capture a physical image and convert it to an electronic image that can be stored on a computer or in an application.
However, ISIS is best suited toward high-volume, high-speed commercial-grade scanners (approximately anything above 40 pages per minute). They function just fine in low-volume scenarios as
well. Scanners that support ISIS drivers enable ISIS-supporting applications the ultimate in device control during development.
Features & Capabilities End-User Target Market
 Scanner Compatibility — Provide scanner support for more than 400 ISIS scanners. • Scanner vendors.
 ISO Standard Backed by AIIM — Reduce development time with scanner drivers, as well as
predefined imaging modules.
OEM Use Cases
 Modular, Message-Based Architecture — Achieve better security and reliability through  Embedded In-Scanner Capture. Add the ability to perform image acquisition, file
optimized scanning performance of ISIS Drivers. conversion, and read/write commands into your application, or build a new solution
 User Interface Separate from Driver — Insulate the application from the ISIS scanner by relying with these capabilities at the center.
upon an industry standard.  OpenText PixTools ISIS (Image and Scanner Interface Specification) Drivers use
 Fully Utilized Scanner Features — Ensure that ISIS scanners operate at rated speeds and take an industry-standard interface that works with more than 400 scanners and many
full advantage of their capabilities. imaging applications. ISIS Drivers ensure that scanners run at their rated speeds
and take full advantage of the power inherent in the hardware.

Integration & Add-Ons

Integrated into: Add-on for:
 N/A  N/A

OpenText Confidential. ©2019 All Rights Reserved. 11

5
PixTools Image and Scanner Interface Specification

ISIS Drivers

Fully utilized scanner features

Scanner compatibility
Provide scanner support for more than 400 ISIS scanners.
ISO standard backed by AIIM
Reduce development time with scanner drivers, as well as predefined imaging modules.
Modular, message-based architecture
Achieve better security and reliability through optimized scanning performance of ISIS
Drivers.
User interface separate from driver
Insulate the application from the ISIS scanner by relying upon an industry standard.

OpenText Confidential. ©2019 All Rights Reserved. 11

6
PixTools for .Net
Description
PixTools for .Net is a comprehensive SDK for .Net environments comprised of scanning, viewing, and image processing modules. PixTools for .Net is ideal for developers who want to create custom document
capture applications or embed powerful document imaging functionality into existing applications

Features & Capabilities End-User Target Market

 Scanning – Developers programmatic control of the entire scanning process and every scanner • Product developers within .Net environments
feature.
 Viewing and Annotating – Applications developed with PixTools for .Net enables users to OEM Use Cases
efficiently manage hundreds of documents and utilize an array of viewing and annotation sub-  Embedded Capture. Leverage PixTools for .Net to extend capture capabilities to
features (e.g., image annotation, HTTP/FTP file support, Colour/Grayscale/Binary support, Image your application, or build an application with capture as the foundation.
processing and cleanup, Image caching and prefetching, etc.)
 Image Processing – Applications using PixTools for .Net can use image processing features to
reduce file size, improve image clarity, and improve downstream data recognition and extraction
functions.
 Barcode Recognition – Allows for quicker, more accurate capture of codes related to document
capture, preparation, and processing.

Integration & Add-Ons

Integrated into: Add-on for:
 N/A  N/A

OpenText Confidential. ©2019 All Rights Reserved. 11

7
TeleForm
Description
OpenText™ TeleForm is an Intelligent Forms Automation product that enables forms creation, distribution, and automated data capture to eliminate manual data entry, improve efficiency, and
control costs.

Features & Capabilities End-User Target Market

 Form Creation and Distribution – Design forms optimized for accurate data capture and • Small to Large Enterprises
automate multi-channel form distribution with powerful data merge capabilities.
 Comprehensive Structured Forms Scanning and Data Capture – Capture important data and OEM Use Cases
content from MFPs, scanners, fax, email, web and smartphones. Export to databases, document  Embedded Forms Automation. Add the ability to create, distribute, and route
management systems (DMS) and records management systems (RMS). Integrate with information gathered from forms to your application, or build a new solution with
OpenText™ Content Server and OpenText™ RightFax. these capabilities at the center.
 Web and Mobile Document Capture – Captures documents at the point they are received using
remote web and mobile capture to reduce delays that can negatively affect customer service.
 Advanced Data Capture – Capture important data and content using advanced technologies,
such as Optical Character Recognition (OCR), Intelligent Character Recognition (ICR), Optical
Mark Recognition (OMR) and barcode recognition.
 Automated Processing – Leverage an automated, robust and scalable product specializing in
high-volume structured forms processing and seamlessly integrate with OpenText™ LiquidOffice
for advanced routing and processing of both paper and electronic forms.
Integration & Add-Ons
Integrated into: Add-on for:
 N/A  LiquidOffice

OpenText Confidential. ©2019 All Rights Reserved. 11

8
ApplicationXtender
Description
OpenText™ ApplicationXtender is an Enterprise Content Management solution that electronically stores, organizes, and manages virtually any kind of business content. It is easy to integrate into
applications as a back-end service for management of documents and extraction of data related to your processes.

Features & Capabilities End-User Target Market

 Anywhere, Any Device Access – Web client which enables users to access ApplicationXtender • Mid-Size Enterprises
on mobile and other devices.
 International Language Support - ApplicationXtender is available in German, Simplified OEM Use Cases
Chinese, Brazilian Portuguese, Spanish, French, and Italian.  Embedded Content Management. Add full-featured content management to any
 Single Web-Based Interface – Eliminates need for desktop client for system administration. application, or build a solution around a complete content management solution.
 Integration with REST Services – Allows for the development of applications for any client on
any device.
 Advanced Workflow Manager – Drag-and-drop, point and click process builder.
 SSO Support – Single Sign-On compatible.

Integration & Add-Ons

Integrated into: Add-on for:
 N/A  Intelligent Capture

OpenText Confidential. ©2019 All Rights Reserved. 11

9
 ApplicationXtender provides Capture to Display
management of Content
ApplicationXtender
Information sources AX Capture
Package AX Reports Management
Organize Find Display

PDF reports saved

Classify, directly into AX
automatically
Prepare,

Connect to AX Connector
process
AX Workflow
AX
PDF manager

Process documents Search from

Captiva LOB apps

Secure documents by saving

Increase efficiency directly to AX

OpenText Confidential. ©2019 All Rights Reserved. 12

0
OpenText Solutions Integration with Banner
Line of
Business
Banner Applications
Banner Capture (Captiva) $

AX Image Capture AX Connector $

Banner Document
AX Reports Management $ Management AX for Office
(ApplicationXtender)
Full-Text Indexing (xPlore) $

Microsoft
Retention Management Office

Capture Store Manag Preser Delive

e ve r
OpenText Confidential. ©2019 All Rights Reserved. 12
1
 OpenText Product Page: OEM Product Page: Resource Team:
ApplicationXtender • ApplicationXtender
• Product Manager – N/A
• OEM Page for ApplicationXtender • Technical Product Manager – N/A
• Marketing Landing Page
• Marketing Manager - Christopher Wynder

OpenText ApplicationXtender is a content management solution that can manage any file type. It is used by organizations to provide content management capabilities to applications that do not
already have content management.

Key External Assets Other External Assets Internal Assets

Marketing Intro • Intro to AX
Video Executive Brief • N/A Sales • General Messaging + Positioning (PPT)
• General Messaging + Positioning (PDF)
• AppXtender - Document Management Battlecards:
Product • Messaging – AX for Healthcare
• AppXtender - 8.1 Positioning and • Messaging - AX for Financial Services
Overviews • AX Workflow Manager Marketing Prospecting • Messaging - AX for Local Gov
• Using AX for Accounts Payable
eBooks
• Add-On Modules for AX
• AX for Reports Management
Solution • AX Full Text Search Capability (xPlore) Customer Sales
Overviews • AX 3rd Party Integrations • N/A
Quotes Battlecards: • Competitive (Laserfiche)
• OpenText ApplicationXtender Competitive ((Hyland OnBase)
Competitive •
Intelligence
Analyst Reports • Ovum SWOT Analysis for AX
Case Studies • N/A
Sales Training • N/A
Podcasts • N/A

Sales
Infographics • N/A Enablement • N/A
Tools

Feature / Use
Case Deep • N/A
Dives Event Win / Loss
• N/A • N/A
Presentations Reports

Campaign Product
• N/A Release • AX 16.3 - What's New?
Webpages
Roadmap
Blogs • N/A Admin. • N/A
Materials
Licensing Info. • Licensing and Order Processing

Product N/A DIY Marketing /

•
Tutorials Sales Slide • Selling AX in a Variety of Industries
Whitepapers • Digital Future in Healthcare
Library

Process Plays • N/A

Webinars • N/A Technical • N/A
Pitch Deck: Overviews
Sales Plays • N/A
Product • AX 101
Overview
Campaign • AX for Healthcare
Pitch Deck:
• AX for Education
Technical FAQs Conversation • AX for Clinics & Hospitals
Discussion • N/A
• AX WorkflowOpenText
for PatientConfidential.
Information ©2019 All Rights Reserved.
Documents
• AX for Local Government Guides 12
2
Documentum Platform
Description
OpenText Documentum Platform: Critical enterprise content management access and control of all your information assets. The Documentum platform offers an enterprise content management
system with the essential capabilities to control all your information content.

Features & Capabilities End-User Target Market

 Collaboration – Library services that include check-in/check-out, access permission controls, • Large Enterprises
versioning, and review/approval workflows.
 Omni-Document Format Support – Compatible with Office documents, CAD files, design OEM Use Cases
templates, rich media, audio, video, IM threads, blog posts, images and whatever comes next  Embedded Content Management. Add full-featured content management to any
 Singular Repository – Highly scalable repository providing expansive content storage application, or build a solution around a complete content management solution.
capabilities, eliminating data silos and enabling benefits like better categorization of information
and faster search.
 Flexible Search – Enables fast search powered by Apache Lucene™ and OpenText™
Documentum™ xDB XML database.

Integration & Add-Ons

Integrated into: Add-on for:
 N/A • N/A

OpenText Confidential. ©2019 All Rights Reserved. 12

3
 OpenText Product Page: OEM Product Page: Resource Team:
• Product Manager - Matthew White, Erin Samuels, Patrick Walsh,
Documentum • Documentum Platform Landing Page Brian Jenks, Vishal Gupta, Peter Anctil, Mahesh Rao, Tara Shaw,
Marcus Mittelholz,
• Documentum xCP Landing Page • N/A
• Technical Product Manager - Kristin Pare, Panchakshrappa Pramod, Syed
• Documentum is now OT Resources Page Bellary, Narayana Rao Grandhi, Amit Sangal,
• Marketing Manager - Sean Baird

OpenText Documentum is an enterprise-grade platform for content management and process automation. Documentum is used by organizations to store and organize information securely and
to automate workflows for information intensive business processes.
Key External Assets Other External Assets Internal Assets
Marketing Intro • N/A
Video Executive Brief • N/A Sales
• Security and Content Services
Battlecards: • N/A
Product Positioning and
• Documentum Platform
Overviews • xCP Overview Marketing Prospecting
• N/A
eBooks
Solution • N/A
Overviews
Customer Sales
• Bibliotheca Alexandrina (Government) • Documentum Platform Customer Quotes
Quotes Battlecards: N/A
• Capitec Bank (FinServ) •
Competitive
• Eaton Vance (FinServ)
Case Studies • LA County Dept of HR (Government) Intelligence
• LA County Appeals Process (Government) Analyst Reports • N/A
• Department of Human Services (Government)

Sales Training • N/A

Podcasts • N/A

Sales
Infographics • N/A Enablement • N/A
Feature / Use
Tools
Case Deep • N/A
Dives

Event Win / Loss

• N/A • N/A
Presentations Reports

• What's New in 16.5

• OT Acquires ECD Campaign Product • What's New in 16.6
• N/A Release • Documentum Platform Roadmap
Blogs • What's New in Documentum Platform 16.5 Webpages
• Documentum xCP 16.4 Roadmap • Release 16.5 Presentation
• xCP Roadmap
Admin. • N/A
Materials
Licensing Info. • N/A

Whitepapers • OT Documentum Server Supported Storage

Product • N/A DIY Marketing /
Tutorials Sales Slide • N/A
Library
• OT Acquires Documentum - Presentation
Webinars • OT Acquires Documentum - Transcript
• What's New in 16.5 Process Plays • N/A
Technical • Documentum Technical Documentation
Pitch Deck: Overviews • Documentum xCP Technical Documentation
• Introduction to Documentum Platform Sales Plays • N/A
Product • Intro to xCP
Overview
Pitch Deck: Campaign
Discussion • N/A Technical FAQs • N/A Conversation • N/A
Guides OpenText Confidential. ©2019 All Rights Reserved. 12
Documents
4
InfoArchive
Description
OpenText™ InfoArchive offers a centralized, secure, highly scalable and flexible architecture, setting itself apart from other solutions by archiving structured and unstructured data and content from
any application in one simple platform. It supports application decommissioning, active archiving and information transformation.

Features & Capabilities End-User Target Market

 Archival Storage – Store information in an open, industry-standard format for long-term retention • Small to Large Enterprises
and easy access.
 Omni-File Format Support – Ingest and retain all information types, structured or unstructured, in OEM Use Cases
a consolidated repository.  Embedded Enterprise Archiving. Add archival functionality to your application, or
 Auditing and Preservation – Provide the ability to audit and preserve data and content to meet a build an application out around a fully featured archival solution. Embed capability
variety of regulatory and governance mandates. into solutions that focus on delivering the following:
 Retention Management – Easily manage simple to complex retention policies via an intuitive  Application Archiving
user interface for centralized retention policy management.  Application Decommissioning
 Native Content Storage – Have no dependencies on the originating application for managing or  Compliance Engine for All Data Types
referencing the information.  Information Sharing and Reuse
 AWS Compatibility – InfoArchive is compatible with Amazon S3, allowing customers to
 use Amazon’s highly reliable, scalable, fast, and inexpensive data storage infrastructure.

Integration & Add-Ons

Integrated into: Add-on for:
 N/A  Exstream  Brava!
 Output Transformation  Documentum
 Magellan Text Mining  3rd Party Solutions
 Magellan BI & Reporting
 xECM

OpenText Confidential. ©2019 All Rights Reserved. 12

5
InfoArchive Drives New Value

LEGACY APPLICATIONS PRODUCTION APPLICATIONS

Secure Data & Content Secure Data & Content

Shut down applications & infrastructure; Manage data growth, optimize
Ensure compliance infrastructure; Ensure compliance Reduce cost &
complexity

Low TCO

InfoArchive

REUSE & COMPLIANCE

Add value

Feed new Feed Big Data Extend to new Provide new

applications environments users context

OpenText Confidential. ©2019 All Rights Reserved. 12

6
 OpenText Product Page: OEM Product Page: Resource Team:
• Product Manager - Dannica Singleton, Andreas
InfoArchive • https://documentum.opentext.com/infoarchive/ • N/A
Kalogeropoulos
• Technical Product Manager - Harshwardhan Hatekar
• Marketing Manager – N/A

OpenText InfoArchive is a tool for archiving data and content from other applications. It is highly compliant and is traditionally used in two ways:
1. Application Archiving – extracting data / content from an application on an ongoing basis and preserving it in a lower cost, compliant location.
2. Application Decommissioning – removing an application (and associated infrastructure) from the data center but preserving all of its data / content for usage and
compliance.

Marketing Intro
Key External Assets Other External Assets Internal Assets
• Release 16 EP5 – What’s New
Video Executive Brief • Introduction to OpenText InfoArchive Sales
• Customer Communications and ePresentment Battlecards:
Product • Positioning/Messaging Battlecard
• InfoArchive Summary Positioning and
Overviews • InfoArchive Summary (colour) Marketing Prospecting
• Detailed Overview of InfoArchive • N/A
eBooks
Solution • Clinical Archiving
Overviews • Customized Customer Communications (Exstream and InfoArchive)
Customer Sales
• Case Study / Success Story Library • InfoArchive Customer Quote One-Pager
• Agility (Logistics) Quotes Battlecards: • Competitive Battlecard
Competitive • Direct Competitor Comparisons
• BMO (Banking)
Case Studies • China CITIC Bank International (Banking) Intelligence
• Radacati Group – Market Quadrant 2018
• Credit Agricole Group (Banking) Analyst Reports • Forrester – Analyst Briefing
• Lahey Health (Healthcare)
• Techint Group (Engineering & Construction) • InfoArchive 101
Sales Training • InfoArchive 102
• Print Stream Archiving Podcasts • N/A • InfoArchive 103
• Print Stream Conversions (Paper to PDF to TIFF)
• Print Stream Conversions (Paper to PDF to AFP)
• InfoArchive Integration with Exstream (10 minute video) Sales
• InfoArchive Integration with Exstream (5 minute video) • ROI Calculator
Infographics • Extreme archiving powers the digital enterprise (ABCs of extreme archiving) Enablement • RFx Response Template
• Lotus Notes Decommissioning with InfoArchive Tools
Feature / Use • File Identification/Classification and Ingestion into InfoArchive
Case Deep • Demo: Smart UI Widget for Extended ECM • EW 2017 - Presentation for InfoArchive
Dives • Access Content in Documentum via InfoArchive • Enfuse 2018 • Agility Logistics (logistics)
• ETL for Legacy Application (data migration to InfoArchive) • EW 2018 - Cloud Migration with InfoArchive • Boehringer Ingelheim (life sciences)
• AFP Indexing and Loading Event Win / Loss
• EW 2018 - InfoArchive Product Roadmap • Exelon (energy)
• OTIC Primer Presentations Reports • HATCH (engineering)
• EW 2018 - Retire Legacy Applications
• Demo: OTIC Solution Accelerator • EW 2018 - Developer Lab • ThyssenKrupp Materials (manufacturing & logistics)
• Apply a Hold (pt 1) & Apply a Hold (pt 2) • iTour 2018 - Retire Legacy Applications
• Create Retention Policy (pt 1) & Create Retention Policy (pt 2) • EP 7
Product • EP4: New Features, Pricing, Entitlements/Upgrades, etc.
• New Release Announcement Campaign • EP3: Solution Accelerators
• N/A Release
• Agility (logistics company) streamlines operations with OpenText Webpages • EP5: Highlights for InfoArchive
• Step-by-step guide to application decommissioning Roadmap • EP4: Overview of Changes
Blogs • OpenText InfoArchive integrates better with other OpenText products • EP4,5,6 - Product Updates
• In less than a year InfoArchive integrated into the OpenText family Admin. • InfoArchive Setup: Demo vs. Production
• Step-by-step Guide: Integrate Market Leading Analytics Engines (Tabl Materials • OpenText™ InfoArchive Disaster Recovery
eau, Qlik, and OT Analytics/BIRT) With Licensing Info. • Pricing FAQs
InfoArchive
• Infra Archiving vs. App Archiving • A Quick Guide to OpenText™ InfoArchive 16 EP 5.1
• GDPR preparedness with OpenText™ InfoArchive • Compliance Best Practices (Retention)
• Elevating Archiving’s Business Status
Product DIY Marketing /
• REST API Developer's Guide
• Quantifying Value of a Modern Archive Powered by EMC InfoArchive Tutorials • Migrating from 3.2 to EP3 Sales Slide • N/A
Whitepapers • Legacy Decommissioning: Good for the budget, good for compliance • OTIC Solution Accelerator Instructions (16.3) Library
• Selecting the Right Method for Applying InfoArchive
• Scalability and Performance for InfoArchive • InfoArchive Technical Product Overview
• Seven Strategies for Effective Archiving • Transforming File Formats Process Plays • Process Play - Archive Legacy SharePoint Sites
• Solution Architecture
Webinars • InfoArchive in the Time of GDPR (application decommissioning) Technical • InfoArchive Authentication Integration with OTDS SSO with LDAP (ApacheDS
Pitch Deck: Overviews ) Lab
• InfoArchive – Sales Deck Sales Plays • Sales Play - Application Decommissioning
Product • InfoArchive – Pre-Sales Deck
• Authentication and Authorization
Overview • Compliance
Campaign • Sales Playbook: Archiving for High Volume Communication
Pitch Deck:
Technical FAQs • N/A Conversation • Sales Playbook: Archiving for Lotus Notes Decommissioning
Discussion • Decommission Lotus Notes with InfoArchive • OpenText
Sales Playbook: Confidential.
InfoArchive ©2019
Managing PII All Rights
and Regulated InfoReserved.
Guides 12
Documents
7
Magellan Analytics Suite
Description
The Magellan Analytics Suite platform delivers AI, machine learning, text mining, data discovery, advanced analysis and scalable, interactive business intelligence and reporting on a robust
platform, leveraging the best of open-source technology.
Features & Capabilities End-User Target Market
 Machine Learning Models – Create a predictive modelling knowledge base combining machine • Medium to Large Enterprises
learning models with constantly evolving enterprise big data and big content to achieve optimal
outcomes as internal and external business dynamics change.
OEM Use Cases
 Big Data Analytics – Ingest large volumes of an array of different data, such as structured, semi  Embedded Analytics. Add the ability to analyze data using the most advanced
structured and unstructured, with the use of crawlers, connectors, streaming capabilities and more processing technologies on earth, or build a solution with these capabilities at the
to gain insights. center.
 Text Analytics – Use Natural Language Processing and unstructured data analytics, such as text
based data mining, to easily include unstructured data and facilitate advanced analytics solutions,
such as sentiment analysis tools.
 Data Visualization – Enhance the speed and user experience of creating analytics dashboards
and reports by dragging and dropping large amounts of data.
 Data Science Notebook – Democratize artificial intelligence technology by enabling algorithm
customization for data scientists and customized dashboards for business analysts and
operational users.
 Flexibility and Scalability – Share predictive modelling results using Magellan’s self-service
reporting and business intelligence dashboards.
Integration & Add-Ons
Integrated into: Add-on for:
 AI Augmented Capture  N/A

OpenText Confidential. ©2019 All Rights Reserved. 12

8
Magellan Analytics Designer
Description
OpenText™ Magellan™ Analytics Designer (formerly OpenText Analytics Designer) allows developers to design and create dynamic reports with embedded analytics, data visualizations,
interactive web applications, and customizable dashboards for personalized insights and better end user experiences.

Features & Capabilities End-User Target Market

 Web-Based Design Metaphor – Provides developers ability to integrate analytics seamlessly into • Medium to Large Enterprises
information applications that support HTML5 and programming with JavaScript for report
customization.
OEM Use Cases
 Analytics Cache – Provides caching for creating interactive and analytic content  Embedded Reporting & Visualization. Add the ability to design and create
 Templates/Reports – Hundreds of HTML5-powered charts dynamic reports and dashboards to your application, or build a solution with these
 Gadgets and Maps – Provides advanced presentation formats. capabilities at the center.
 Commercial Data Drivers – Enables the inclusion of third-party data sources in designs.
 Metadata Layer – Allows for faster searching of reports, dashboards, etc.
Integration & Add-Ons
Integrated into: Add-on for:
 Magellan Analytics Suite  N/A

OpenText Confidential. ©2019 All Rights Reserved. 12

9
Magellan BI & Reporting
Description
The OpenText™ Magellan™ BI & Reporting (formerly OpenText Information Hub (iHub)) component of OpenText™ Magellan™ Analytics Suite is a scalable analytics and data visualization
platform that enables IT leaders and their teams to design, deploy, and manage secure, interactive web applications, reports, and dashboards fed by multiple data sources. Magellan BI &
Reporting supports high volumes of users, and its integration APIs enable embedded analytic content in any app, displayed on any device.
Features & Capabilities End-User Target Market
 OpenText Information Hub (iHub) – Design, deploy and manage secure, interactive web • Medium to Large Enterprises
applications, reports and dashboards fed by any data source in any format. Embed analytic
content into any application, displayed on any device.
OEM Use Cases
 OpenText Interactive Viewer – An intuitive, user-friendly viewing option packaged with the  Embedded Analytics. Add BI, reporting, and dashboarding capabilities to your
Analytics Suite. Modify, save and share reports, dashboards and data visualizations with just a few application, or build a new solution with these capabilities at the center.
clicks.
 OpenText Dashboards – For a richer reporting experience, use Dashboards to aggregate
multiple data sources and serve up real-time results in appealing graphic visualizations. Users can
illustrate and explore data without IT support.
 OpenText Analytics Studio – With the most powerful ad-hoc reporting design options, assemble
reports with drag-and-drop ease. Blend and explore data, add new sources on the fly and create
personalized reports within the browser.
Integration & Add-Ons
Integrated into: Add-on for:
 Magellan Analytics Suite  N/A

OpenText Confidential. ©2019 All Rights Reserved. 13

0
 Magellan - One platform for all your analytics needs
Your Data Web Tier Your Users
Big Data Analytics
Fast Columnar Web Browser
Information Hub (iHub)
IoT Data DB
Pre-built
Algorithms URL
Volume

Your Web Application

Information Console
InfoFusion Application
Enterprise Data
Text Mining
Dashboards
Sentiment Reports
XML   Mobile
Enterprise Content Design Scorecards
Analytics
Analytics Designer Ad-Hoc
Social Content Scale

HTML 5 Visuals
Store

Dashboards XML
Design Manage

Data Objects
Secure

Reports
Desktop Data

DESIGN DEPLOY DISPLAY

OpenText Confidential. ©2019 All Rights Reserved. 13

1
 OpenText Product Page: OEM Product Page: Resource Team:
• OEM Analytics Landing Page
Magellan BI & Reporting • Magellan Landing Page • OEM Analytics for SaaS Apps
• Product Manager - Isidre Royo Bonnin
• Technical Product Manager – N/A
• iHub / Information Hub Landing Page • OEM Analytics for Appliances
• Marketing Manager – N/A
• OEM Analytics for Start-Ups

OpenText Magellan BI & Reporting is a platform that delivers AI, machine learning, text mining, data discovery, advanced analysis and scalable, interactive business intelligence and reporting
on a robust platform, leveraging the best of open-source technology.

Key External Assets Other External Assets Internal Assets

Marketing Intro • Intro to Magellan Platform
Video • Implementing AI (YouTube) Executive Brief • N/A Sales
Battlecards: • N/A
Product Positioning and
• OpenText Magellan (AI for Big Data and Content)
Overviews Marketing • Future of AI and Analytics Prospecting
eBooks • Tapping into the 80% of unused data with OpenText Magellan
Solution • OpenText Magellan (AI-Powered Analytics)
Overviews • Bringing AI & Machine Learning to the Masses
Customer Sales
• N/A
Quotes Battlecards: • Competitive - IBM Watson
Case Studies • N/A Competitive • Competitive – SAS
• IDC Perspective - EW 2018 Intelligence
Analyst Reports • Forrester Wave - Q32018 - Notebook AI
• EW 2017 iHub • Dresner Advisory Service Embedded BI Market Study
• EW 2017 BDA
Feature / Use • EW 2017 Notebook Sales Training • N/A
Case Deep • Tech Tracker Demo Podcasts • N/A
Dives • Contract Analysis Demo
• Magellan Text Mining Demo
• Magelllan Data Science Notebook Demo Sales
Infographics • Getting from Business Need to Data Insight Enablement • N/A
Tools

• Artificial Intelligence and decision support

• Four important questions that AI can help retailers answer
• Analytics and AI. The rise of the data-driven manufacturer Event Win / Loss
• N/A • N/A
• 7 steps to getting started with your AI journey Presentations Reports
• OpenText Magellan—The Next Generation of Cognitive
• The hidden message in reams of text
Blogs • How to choose the best predictive analytics software in 2019
• OpenText Insights from Gartner Analytics and BI Bake-Off
• How to choose the best big data analytics software in 2019 Campaign Product
• Introducing OpenText Magellan: Artificial Intelligence (AI) Software • N/A Release • N/A
Webpages
• What is Big Data Analytics? Roadmap
• What is predictive analytics?
Admin. • N/A
Materials
Licensing Info. • N/A
• Cognitive computing reshapes enterprise decision-making
• AI in the Real World
Whitepapers • OpenText AI: Guide to the technical architecture of OpenText Magell Product • N/A DIY Marketing /
an Tutorials Sales Slide • N/A
• Making Ordinary Business Operations Extraordinary with AI
Library
• Deriving Value from Data not being Used
Webinars • Gain Context, Insight, and Value from Content
• Deploying Magellan on AWS Process Plays • N/A
Pitch Deck: • Magellan Overview • InfoFusion Integration Center bundle components
Technical Magellan Deployment Guide (16.5)
Product • Magellan Overview 2 •
Overviews • Magellan Quick Start Guide (16.5)
Overview • Magellan Deep Dive Sales Plays • N/A
• Magellan 16.5 Release Notes

Pitch Deck: Campaign

Discussion • Democratization of AI
Technical FAQs • N/A Conversation • N/A
Documents Guides OpenText Confidential. ©2019 All Rights Reserved. 13
2
Magellan Data Discovery
Description
Magellan Data Discovery allows business users and analysts to access, blend, explore and analyze data quickly without depending on IT or data experts. Data Discovery combines an analytical
columnar database that easily integrates disparate data sources, with built-in statistical techniques for profiling, mapping, clustering, forecasting, creating decision trees, classification and
association rules, doing regressions, and correlations.
Features & Capabilities End-User Target Market
 Singular Data View – Access huge data sets from multiple sources quickly and easily. • Medium to Large Enterprises
 Analyze billions of records in seconds – Leverage high-performance, real-time Big Data
analysis of hundreds of tables, millions of rows, billions of records—at once—for deeper business
OEM Use Cases
insights.  Embedded Data Discovery. Add the ability to access, blend, explore and analyze
 No Complex Data Modeling – Eliminate the need for data cubes, pre-processing and modeling. data quickly without depending on IT or data experts to your application, or build a
Minimize data analysis-related IT workload and dependency on data scientists. solution around a complete content management solution.
 Best Practices Analytical Techniques – Pre-built algorithms and ready to use predictive analytic
techniques. Discover threats, hidden relationships, patterns, profiles and trends to make fact-
based decisions.
 No Coding Required – Go from raw data to sophisticated data visualizations in minutes with a
few clicks.
 Easy to Use Visuals – Analyze Big Data quickly and visually with decision trees, association
rules, profiling, segmentation, Venn diagrams and more.
 User Autonomy and Self-Sufficiency – Empower users without statistical backgrounds to run
deep analytics with pre-packaged algorithmic functions.
 Automate with Workflow – String together multiple steps into one process and schedule it to run
on a regular basis.
Integration & Add-Ons
Integrated into: Add-on for:
 Magellan Analytics Suite  N/A

OpenText Confidential. ©2019 All Rights Reserved. 13

3
Magellan Text Mining
Description
Magellan Text Mining by OpenText™ (formerly InfoFusion / Content Analytics) is part of the broader OpenText Magellan suite of products dedicated to Business Intelligence and Analytics.
Magellan Text Mining combines data and entity extraction, text analytics, natural language processing and semantic analysis into an all-in-one solution that pulls meaning, nuance and context from
vast amounts of unstructured content in order to harness its true business potential. Deployed as a standalone solution, or as part of an integrated solution using our powerful API, Magellan Text
Mining enables organizations to create machine-readable content from unstructured data, connect people with relevant content, discover valuable factual information to support decisions, and
boost productivity and reduce business risk.
Features & Capabilities End-User Target Market
 Concept and Entity Extraction – Determine the central concept of a given digital asset and / or • Medium to Large Enterprises
locate and extract specific terms (entities) in any digital asset.
 Categorization – Automatically index and sort content into logical file-folder structures according OEM Use Cases
to existing an standard or a wholly custom taxonomy.  Social Media Monitoring. Embed the Semantic Analysis module into Social Media
 Sentiment Analysis – Detect the subjective nature of content and the entities contained within it, Monitoring tools in order to identify the sentiment of unstructured content.
along with their tonality (positive, negative, neutral).  Auto Tagging Feature. Embed Magellan Text Mining into your document
 Summarization – Automate the creation of abstracts that summarize the content of a given digital management application to enable automated metadata creation for digital assets.
asset.  Content Audit Feature. Embed Magellan Text Mining into content migration and
 Similarity Service – Identify similarly themed / opinionated digital assets based on their semantic archiving software to enable the automated classification of digital assets.
profiles.
 Language Detection – Automatically detect the language of a digital asset (supports 20
languages out of the box).
 Unified Management Console – Modify and maintain a controlled vocabulary across your
information platform.

Integration & Add-Ons

Integrated into: Add-on for:
 Any 3rd Party Software (via API)  Content Suite  Magellan BI & Reporting
 Magellan Analytics Suite  ApplicationXtender
 Documentum

OpenText Confidential. ©2019 All Rights Reserved. 13

4
 Magellan Architecture

Social
On premise or cloud
Enterprise content Capture Insights Marketing
Dashboarding &
Data Discovery
Reporting

Enterprise Machine
Predictive Management
Text Analytics Feedback
Enterprise data AI Machine Analytics
improvements
Learning

Market Large Scale Data Processing

Data Customers
IoT data Web

Desktop Documents
•
•
Open and extensible architecture
Many resources available publicly, ML lib
$ Decision makers
Actions
• Rich range of API’s

Applications • Crawlers for web & ECM

OpenText Confidential. ©2019 All Rights Reserved. 13

5
Magellan Text Mining & Text Analytics

Concept Extraction Entity Extraction Categorization

Extract keywords and Extract and normalize Categorize content
key phrases entities

Sentiment Analysis Summarization

Detect subjectivity & Extract most relevant
sentiment sentences

OpenText Confidential. ©2019 All Rights Reserved. 13

6
BIRT (Business Intelligence & Reporting Tool)
Description
BIRT is an Integrated Development Environment (IDE) for building analytics and reporting solutions. It was developed by a consortium of tech vendors (Eclipse), including OpenText, and is
available as open-source software. OpenText Magellan BI & Reporting is an example of a solution developed using BIRT.

Features & Capabilities End-User Target Market

 WYSIWYG Interface – Develop HTML, PDF, and .xls reports using a what you see is what you • Small to Medium Enterprises
get interface.
 Java Support – Extend reports and integrate BIRT Java class libraries into applications using OEM Use Cases
Java coding.  Embedded Analytics and Reporting. Add data processing and visualization
 Template Design – Create a reusable foundation and templates for branding, ad-hoc content, capabilities to your application.
dashboards, and applications.  Trial Use of Magellan BI & Reporting. Leverage the open-source BIRT to
 Data Access and Modelling - Integrate data from multiple and custom sources, including data experience the analytics engine on which OpenText™ Magellan BI & Reporting is
through out-of-the-box connectors like JDBC, scripted, POJO, REST, and Web Services, and big built.
data sources such as Hadoop, Amazon Redshift, Apache, and others.
 Security – Provides controlled data access.
 Data Export - Export reports in HTML, PDF, CSV, and Microsoft® Office file formats.
 Integration - Embed content into applications via URLs.
 Report Viewing – Supports viewing of static reports and spreadsheet-style data

Integration & Add-Ons

Integrated into: Add-on for:
 Magellan BI & Reporting  N/A

OpenText Confidential. ©2019 All Rights Reserved. 13

7
Magellan BI & Reporting
• Deliver findings to decision-makers
• Use any visualization, any data, any
audience
• Blend data across sources
• Enable interactivity and self-service
• Personalize insights based on user / role

OpenText Confidential. ©2019 All Rights Reserved. 13

8
The solution:
Scalable and integrated Magellan insights dashboard
 Single version of the truth

 View actionable insights from all your data on a single

interface

 Scalable dashboard with data hierarchies and filtering

 Automate insights

 Embed advanced analytical techniques &

predictions into dashboards

 Understand what your customers / users are saying

with unstructured data insights

OpenText Confidential. ©2019 All Rights Reserved. 13

9
Java Components
Description
OpenText Analytics Java Components is a development kit that allows developers to add specific analytic capabilities in a lighter-weight architecture than BIRT.

Features & Capabilities End-User Target Market

 BIRT Viewer – Enable end-users to view BIRT reports. • Medium to Large Enterprises
 BIRT Interactive Viewer – Browser-based environment that empowers end users to customize
and personalize a BIRT report to answer ad-hoc questions/queries. OEM Use Cases
 BIRT Studio – A rich browser-based environment that enables business users to create BIRT  Embedded Analytics and Reporting. Add data processing and visualization
report designs. capabilities to your application, or build a solution with these capabilities at the
 BIRT Deployment Kit – Provides a light-weight file and folder browser that enables end-users to center.
quickly and easily run and view BIRT reports.
 BIRT Spreadsheet Deployment Kit – Provides a light-weight file and folder browser that enables
end-users to quickly and easily run and view BIRT Spreadsheet reports.

Integration & Add-Ons

Integrated into: Add-on for:
 N/A  N/A

OpenText Confidential. ©2019 All Rights Reserved. 14

0
AppWorks Platform
Description
OpenText™ AppWorks is a low-code application development platform that is designed to be used by anyone in the organization. With AppWorks, business and IT users can build and deploy
digital applications and case management solutions that automate manual processes (or improve existing digital processes). AppWorks also provides process analytics so you may monitor,
manage, and improve processes continuously.

Features & Capabilities End-User Target Market

 Process Modelling – Mine for and create visualized representations of workflows, processes, • Small to Large Enterprises
and cases that can communicate with AppWorks to automate activities.
 Low-Code Development – Create business applications to automate processes using a user- OEM Use Cases
friendly drag-and-drop interface.  Embedded Process Intelligence. Deploy AppWorks analytics to analyze and
 Dynamic Case Management – Create case-based applications to structure and automate improve the processes running within applications.
complex, non-standard business processes such as fraud investigation and customer claims.  Data Integration. Deploy AppWorks to enable a data integration layer within an
 Process Intelligence – Leverage powerful analytics to identify, analyze, and understand application that can combine, utilize, and manage data from various source
challenges and improvement opportunities apparent in workflows, processes, and cases. systems.

 Enterprise Integrations – Connect with and utilize data from any system in your application  EMR Case Management. Deploy AppWorks to enable case management
portfolio. capabilities for electronic medical records management systems.

 Business Rules Management – Develop, manage, and modify business rules centrally for the
different apps you build.
 Master Data Management - Build and deploy trusted data hubs, customized to the needs and
goals of your enterprise in order to maintain consistency and reliability of data across systems.
 BPM in the Cloud – Build, test, and deploy applications through a SaaS model.

Integration & Add-Ons

Integrated into: Add-on for:
 N/A  xECM
 Magellan BI & Reporting

OpenText Confidential. ©2019 All Rights Reserved. 14

1
Analytics API gateway
Analysis, reports, dashboards API and services management
• OpenText Information hub • Manage and deploy custom APIs, web
• Pre-built reports services, content services and mobile apps
• Integration with Magellan • Common install

d
• Usage reporting

ten
Ex
Case Management
Access
Applications and solutions

e
ly z
• CMMN–case modeling
Mobile development

a
• EIS frameworks

An
Multiple development options
• Pre-built components 16.4 • HTML 5 development
Release • Extend clients to desktop and browsers

Su
• Supports custom-code mobile app

pp
Process Automation development

or
Intelligent Automation

t
• BPMN–process modeling Process
• Integrations/ ESB

Bu
• Cloud ready

ild
Low-code Developer
Information-driven design Resources and support
• Building blocks • Documentation
• Accelerators • Code/ platform access
• Data models • Community
• Education/ training

OpenText Confidential. ©2019 All Rights Reserved. 14

2
AppWorks enables EIM and the connected
enterprise
Pervasive
challenges Application Delivering
on EIM

Strategy
Content silos Connecting information
for application development

Case management
Disconnected processes Optimizing workflows
Process automation

Mobile
Lack of insight Delivering context at decision points

Low-code reusable components

Manual steps Simplifying user experiences

Building blocks Entity modeling
Content
services Analytics
Difficult to deploy Accelerating deployments

OpenText Confidential. ©2019 All Rights Reserved. 14

3
OpenText Confidential. ©2019 All Rights Reserved. 14
4
 OpenText Product Page: OEM Product Page: Resource Team:

AppWorks
• Product Manager - Sytze Boonstra, Sanath Hegde, Basanth Kumar
• AppWorks Platform Neeli, Ajay Korthalwar, Johan Pluimers, Henri Kas, Richard Noons, Sunil
• Digital Process Automation Landing Page • N/A John, Kim Heyde, Vijay Swaminathan,
• AppWorks 16.5 Release Webpage • Technical Product Manager – N/A
• Marketing Manager – Lori McKellar and Dane Becker

OpenText is a low-code application development platform that is designed to be used by anyone in the organization. With AppWorks, business and IT users can build and deploy digital
applications and case management solutions that automate manual processes (or improve existing digital processes). AppWorks also provides process analytics so you may monitor, manage, and
improve processes continuously.
Key External Assets Other External Assets Internal Assets
• Intro to AppWorks (YouTube)
Marketing Intro Executive Brief
• AppWorks for Case Management
• Low-Code App Dev • Business Value of Low-Code App Dev Sales
Video • Entity Modelling
Battlecards: • AppWorks Messaging
• OpenText AppWorks Marketing Positioning and
Product • Intro to Low-Code App Dev • EIM in the Cloud
eBooks Prospecting
Overviews • Business Rules Engine
• AppWorks Process Intelligence Customer
• N/A
Solution • Extended ECM for AppWorks Quotes • Competitive - Appian
Overviews • Client Management for Insurance Sales
• Competitive - Appian, IBM, Pegasys
• DCG Whitepaper on Information Being Central to Business Processes Battlecards: BPM Competitive Landscape
•
• Forrester - VL on Low-Code App Dev Platforms Competitive • Comptitive Intel - Appian
• Aegon (Insurance)
• Forrester - BPM Wave (2015) Intelligence • Comptitive Intel - Pegasys SWOT
• Ahrend (Manufacturing and Logistics)
• Forrester - Case Management Wave (2016)
• Anonymous (Healthcare)
• Gartner - BPM MQ Field Notes (2016)
• ASR Nederlands (Insurance)
• Gartner - iBPM MQ Field Notes (2016)
• AIA Australia (FinServ)
• Bouwfonds (Banking) Analyst Reports • Gartner - Case Management MQ (2016) Sales Training • N/A
• Gartner - iBPM MQ (2016)
• CenturyLink (Technology)
• Gartner - Case Management Trends (2016)
• Cloud Italia (Service Provider)
• IDC - Release 16 Write-Up (2016)
• Dutch Ministry of Defense (Government)
• MWD - Process Application Platform Analysis (2017) Sales
Case Studies • Ertan Hydropower (Energy & Utilities)
• Ovum - OT iBPM Analysis (2016)
• eSure (Insurance) Enablement • N/A
• Gartner - BPM MQ Field Notes (2017)
• Ewals Cargo Care (Manufacturing & Logistics) Tools
• Excel Software (ISV)
• Fujitsu (Service Provider)
Podcasts • N/A
• Hoshan Pan Gulf (Manufacturing & Logistics)
• HumanWave (ISV) Win / Loss
• IFFCO TOKIO (Insurance) • N/A
Infographics • iBPM Reports
• ING (Banking)
• KPN (Communications & Media)

Event Product
• Partner Summit Presentation
Feature / Use Presentations Release • N/A
Case Deep • N/A Roadmap
Dives
Campaign
• N/A
Webpages Licensing Info. • AppWorks Analytics Pricing
Blogs • N/A
Admin. • N/A
Materials
• Low Code App Dev DIY Marketing /
• Delivering on the Promise of Low-Code App Dev Sales Slide • N/A
Whitepapers • AppWorks Platform Architecture Product Library
• AIIM BPM • N/A
• Entity Modelling in BPM (DCG) Tutorials
Webinars • AppWorks Overview/Low-Code App Dev (video) Process Plays • N/A

Pitch Deck: • AppWorks Overview

• Extended ECM for AppWorks Technical Sales Plays • N/A
Product • AppWorks 16.5 (version 1)
• N/A
Overviews
Overview • AppWorks 16.5 (version 2)
Campaign • Case Management FAQs
Pitch Deck: • Extended ECM for AppWorks FAQs
Discussion • N/A Conversation • Entity Modelling FAQs
Technical FAQs • N/A Guides •
OpenText Confidential.
Case Management Talk Track
©2019 All Rights Reserved. 14
Documents
5
LiquidOffice
Description
OpenText™ LiquidOffice™ is an intelligent forms automation platform that enables organizations to design and publish rich electronic forms, automating data collection, routing and processing to
digitally transform forms-driven line of business processes. The solution uses business rules, routing and systems integration capabilities for improved efficiency, control, delivery of information,
provision of products and to deliver a rich digital customer experience.
Features & Capabilities End-User Target Market
 Forms Designer – Leverage an easy to use, interactive WYSIWYG form builder that includes • Small to Large Enterprises
highly-configurable web forms, fields, actions and validations to capture and manage information
and documents. Publish forms as HTML or PDF files and access from desktops and mobile
OEM Use Cases
devices, online and offline.  Embedded Intelligent Forms Automation. Add intelligent forms automation to
 Secure Forms Access - Publish and provide access to eForms with authenticated or anonymous your application.
user access from the LiquidOffice Portal, websites, other portals and email
 Forms Automation and Processing – Use simple ad-hoc routing or enable business analysts to
use drag-and-drop process modeling to implement highly-configurable, automated processes that
collect and route information and documents to integrated systems. Enable scripting and
integration capabilities to deliver seamlessly integrated solutions.
 Deliver Integrated Solutions - Take advantage of seamless integration with OpentText™
TeleForm™ to streamline combined paper and electronic forms solutions. Deliver integrated
Enterprise Information Management (EIM) solutions with OpenText™ Exstream™, OpenText™
TeamSite™, OpenText™ ApplicationXtender and OpenText Content Server to help automate
virtually any line of business workflow.
Integration & Add-Ons
Integrated into: Add-on for:
 N/A  TeleForm  ApplicationXtender
 Exstream  Content Server
 TeamSite

OpenText Confidential. ©2019 All Rights Reserved. 14

6
Intelligent Forms Automation: Solutions
Form Collect Review
People Access Informatio & Store
n Process
Website Web People Database

External Form
PDF Systems
Portal Access
Collect
Internal Internal
Paper Informatio CMS
Portal
n

File Server Store File Server

Email Paper
Externa
l Paper

OpenText Confidential. ©2019 All Rights Reserved. 14

7
Intelligent Forms Automation: LiquidOffice
People Optimize Efficiency and Improve Control
• Create intelligent eForms to collect & validate information
• Route information & Automate forms-driven processes

Create a rich user experience

• Design Web & PDF Forms, and Model business processes
• Access forms from Desktop, Web, & Mobile Devices
• Work anywhere at anytime with Offline Forms

Process Integrate People, Information, & Process

• Route forms and information to people and systems
• Integrate with DMS, RMS, databases, & other systems
Information eForms • Combine paper & electronic forms solutions with TeleForm

Deliver Integrated Solutions with OpenText Content Server, MediaBin, TeleForm, & OTDS

OpenText Confidential. ©2019 All Rights Reserved. 14

8
 OpenText Product Page: OEM Product Page: Resource Team:
LiquidOffice • Product Manager - Mark Jackson
• LiquidOffice Landing Page • N/A • Technical Product Manager - Mark Jackson
• Marketing Manager – Alex Martinez

OpenText LiquidOffice is a forms automation software that allows users to create, publish, and process electronic forms. It is used by organizations to capture, structure, and validate data from
customers and employees and deliver this information to the correct parties.

Key External Assets Other External Assets Internal Assets

Marketing Intro Executive Brief • N/A
• N/A Sales
Video
Battlecards: • Prospecting Battlecard
Positioning and • Messaging/Positioning (Master Guide)
Product Marketing N/A Prospecting
• IFA with LiquidOffice •
Overviews eBooks

Solution • Financial Services Solutions

Sales
Overviews • Healthcare Solutions Customer Battlecards:
• N/A
Quotes • N/A
Competitive
Intelligence

• OpenText™ LiquidOffice
Helps Baird Achieve Tremendous Productivity and Efficiency Gains Analyst Reports • N/A
• IFA Sales Overview (75 min)
(Financial Services, Wealth Management) Sales Training • LiquidOffice Sales Overview (55 min)
• Draeger (Healthcare) • TeleForms Sales Overview (55 min)
• Kainos (Healthcare)
Case Studies • Mott MacDoland (Engineering) Podcasts • N/A
• CIBC (Financial Services, Banking)
• CIBC (Financial Services, Banking) - Video
Sales
• Word & Brown Companies (Insurance) Infographics • N/A Enablement • N/A
• WeightWatchers (Health and Fitness) Tools
• Westgate Resorts (Tourism)
• Charlotte-Mecklenburg Schools (Education) • EW 2018 - IFA Roadmap
Event Win / Loss
• IFA Use Case: Onboarding with eForms • N/A
Presentations • IFA Use Case: Customer Experience Management Reports

Feature / Use • Insurance Solutions (YouTube)

• Onboarding
Product
Case Deep • Exstream and LiquidOffice Campaign Release • EP4 - What's New
• N/A
Dives • TeleForms Webpages Roadmap

• Modernizing CEM in Healthcare (with Quest Diagnostics) Licensing Info. • N/A

Blogs • What Constitutes a complete IFA platform/solution? Admin. • N/A
Materials
Whitepapers • N/A DIY Marketing /
Sales Slide • IFA Slide Library
Webinars • N/A Library
Product • N/A
Pitch Deck: Tutorials
• Intelligent Forms Automation Overview Process Plays • N/A
Product • LiquidOffice Overview
Overview Sales Plays • N/A
Technical N/A
•
Overviews
Pitch Deck: Campaign
Discussion • IFA for Customer Experience Management (Customer Communicati Conversation • N/A
Documents ons Management) Technical FAQs • N/A Guides

OpenText Confidential. ©2019 All Rights Reserved. 14

9
Documentum xCP
Description
A flexible development platform for automating complex, information-intensive processes to drive better business decisions. Documentum xCP lets designers, developers, and IT architects design
and deploy solutions that bring new efficiency and agility to complex processes – from loan applications to benefit approvals. Use cases for Documentum xCP exist across financial services,
insurance, healthcare, high-tech, energy, and public-sector agencies.
Features & Capabilities End-User Target Market
 Data Services – Streamline information-intensive processes that draw information from multiple • Documentum Platform Users
systems and sources, including Big Data. • Medium to Large Enterprises
 Process and Content Analytics – Drive better business decisions and outcomes by reporting on
any information or process anywhere within the solution.
OEM Use Cases
 Ready-to-Deploy Solutions – Provides a solutions catalog of over 80 Documentum xCP-based  Embedded Business Process Management. Add the ability to model, build, and
solutions/processes. deploy automated workflows within your application, or build a solution around
 Graphical, Drag-and-Drop Design Environment – Use xCP Designer to compose instead of these capabilities.
writing custom code, which can accelerate development and deployment of solutions by up to 50  Embedded Case Management. Add the ability to model, build, and deploy
percent. xCP Designer contains a full library of prebuilt UI widgets, business-process activity automated case-based workflows within your application, or build a solution
templates, and data services. around these capabilities.
 Business Process Modeling – Leverage business events, expressions, relationships, and
stateless processes to model any kind of business logic needed and guide end users to the next
best action.
 Business Rule Management – Manage business rules in the context of cases and business
processes. Configure rules as functional expressions and use them to drive process-flow logic
through user actions, activity triggering, response events, validations, transitions, and
process/activity timers.
Integration & Add-Ons
Integrated into: Add-on for:
 N/A  Documentum Platform

OpenText Confidential. ©2019 All Rights Reserved. 15

0
What is a Content Enabled Application?

Center around specific Adapt quickly to Improve operational

transactions evolving user needs efficiency
• Complete view of relevant • Right information in the right • Automate business
information context processes
• Content centric • Access to supporting • Build custom applications
• Access to relative documents faster and cheaper
deliverables • Enable multi-channel • Eliminate integration costs
• Breakdown of Silos interactions on any device and retire legacy
applications

Holistic View of Cases Improved User Experience Reduced Costs

OpenText Confidential. ©2019 All Rights Reserved. 15

1
OpenText Documentum xCP

Measure Effectively
Automate Easily delegate
content and manage
manual tasks or hand-off work
processes changes

Documentum xCP
delivers

Higher Full visibility

Case folder with Maintain a
bandwidth and into customer
all information complete record
efficiency activity

Audit and compliance

OpenText Confidential. ©2019 All Rights Reserved. 15

2
Covisint Internet of Things (IoT) Platform
Description
The OpenText™ Covisint IoT Platform provides a solution to securely manage IoT endpoints (e.g. sensors, actuators, receivers, devices, etc.) on a network, enabling the creation of digital twins,
ensuring appropriate data flow across systems, and allowing for unified messaging across information sources.

Features & Capabilities End-User Target Market

 Secure IoT Endpoints– Protects IoT endpoints against external cyber security threats • Medium to Large Enterprises
 Connect IoT Endpoints – Allows devices to be connected via a range of industry standard
communication protocols OEM Use Cases
 Sense IoT Endpoints – Supports a range of industry-standard sensors for measuring and  Embedded IoT. Add the ability to manage IoT networks to your application, or
delivering operational and contextual data build a new solution with these capabilities at the center.
 Analyze IoT Endpoints – Uses analytics to uncover meaningful insights from sensor-based
information attached to connected devices
 Integrate IoT Endpoints – Allows sensor-based information to be seamlessly exchanged with key
business systems
 Learn IoT Endpoints – Aggregates sensor information and other information sources to take a
recommended course of action

Integration & Add-Ons

Integrated into: Add-on for:
 N/A  N/A

OpenText Confidential. ©2019 All Rights Reserved. 15

3
 Harnessing explosion of data for business decisions

Digital Twins Examples of increasing

decision sophistication and
IoT Machine value in a maintenance context
Learning
• Financial/risk-optimization
Statistical
• Analysis • Predictive forecasting

Sophistication
Sensor data
• Situational data • Condition-based planning
• Environmental data Algorithms
• Operational data • Time-based planning
• Transactional data
Simple • Identify failure
• Diagnostic data Decision Logic

Security—IAM, tokenization

Integration &
Data Analytics Business decisions
governance

OpenText Confidential. ©2019 All Rights Reserved. 15

4
OpenText Covisint IoT platform capabilities
Provides a number of key capabilities to support
the requirements of today’s intelligent &
connected digital ecosystems:
● Secure: protects IoT endpoints against external cyber security threats

● Connect: allows devices to be connected via a range of industry

standard communication protocols

● Sense: supports a range of industry standard sensors for measuring

geographic location, temperature and humidity etc
IoT Platform
● Analyze: use analytics to uncover meaningful insights from sensor
based information attached to connected devices

● Integrate: allow sensor based information to be seamlessly exchanged

with key business systems such as ERP, WMS and TMS

● Learn: aggregates sensor information and other information sources to

allow a recommended course of action to be taken
OpenText Confidential. ©2019 All Rights Reserved. 15
5
OpenText Covisint IoT – embracing and extending business
applications

Structured & Unstructured

Information Logistics Procurement Manufacturing Customers Service

Secure Access to Covisint IoT Platform for Transient Users

Regulatory B2B
Data Transaction Pervasive Proactive Predictive
Data Visibility Replenishment Maintenance

Inventory Multimedia
Data Data IoT – Securely provisioning people, systems and things

Sensor Logistics Secure Ecosyste Unified Actionable

Data Data Device m Messagin Insights
Management Integratio g
n

Trading Social
Partner Media Digital Ecosystem Data Lake
Data Data

OpenText Confidential. ©2019 All Rights Reserved. 15

6
 OpenText Product Page: OEM Product Page: Resource Team:
Covisint IoT • Product Manager - Dave Miller, Eileen Gilbert
• Covisint.com • N/A • Technical Product Manager – N/A
• Marketing Manager - Bob Slevin

OpenText Covisint IoT is a platform for managing IoT ecosystems (i.e. connecting edge devices to systems and people to enable communication of data and actions) in a secure fashion.
Organizations use it to build applications that collect senor data and send data to / perform actions with edge devices that can be customer or employee facing. Covisint IoT can also be used to
manage the digital identity of sensor devices in the field.

Key External Assets Other External Assets Internal Assets

Marketing Intro Executive Brief • How IoT, AI and Blockchain empower tomorrow’s autonomous supply chain
• N/A Sales
Video
Battlecards: • Prospecting Worksheet
Product Marketing Positioning and
• OpenText Covisint IoT Platform • Identify, adapt, integrate and learn: Building blocks for a comprehensive IoT solutio
Overviews eBooks Prospecting
n

• Secure Device Management for the Internet of Things

Solution • Ecosystem Integration for the Internet of Things
Customer Sales
Overviews • Unified Messaging for the Internet of Things • N/A
• Actionable Insights for the Internet of Things Quotes Battlecards: • N/A
Competitive
Intelligence
Case Studies • N/A Analyst Reports • N/A
• Covisint 101
Sales Training • Covisint 102
Podcasts • Covisint Podcast Library

Feature / Use Sales

• Pervasive Visibility
Case Deep • Proactive Replenishment • The Internet of Things has an Identity problem Enablement • N/A
• Predictive Maintenance Infographics • Protect IoT data and devices with Secure Device Management Tools
Dives

Win / Loss N/A

•
Event Reports
• N/A
Presentations
Blogs • Covisint Blog Library
Product
Release • N/A
Campaign Roadmap
• Ready for the Intelligent and Connected Enterprise?
• How IoT enables an Intelligent and Connected Supply Chain Webpages
• Get—and stay— ahead of the next action How predictive maintenance
Whitepapers sustains “always on” operations Licensing Info. • N/A
• Holistic Approach to Managing Identities for the Internet of Things
• Enabling the Internet of Things Admin. • N/A
• Usage Based Insurance (UBI) Materials DIY Marketing /
Sales Slide • N/A
• Leveraging the Internet of Things (IoT) in Manufacturing Library
Webinars • Internet of Things (IoT) Solutions for Digital Twins Product • Covisint IoT Platform
Tutorials
Process Plays • N/A
Pitch Deck:
Product • Covisint IoT Platform
Sales Plays • N/A
Overview Technical • N/A
Overviews
Pitch Deck: Campaign • Campaign Conversation Guide: Intelligent & Connected Customer
Discussion • N/A Conversation • Campaign Conversation Guide: Intelligent & Connected Operations
Guides • Campaign Conversation Guide: Intelligent & Connected Supply Chain
Documents Technical FAQs • N/A

OpenText Confidential. ©2019 All Rights Reserved. 15

7
File Intelligence
Description
OpenText™ File Intelligence is a file analysis application that is quickly deployed, easy to use and provides enterprises with robust functionality to catalog unmanaged sources (i.e., file shares,
email, etc.), identify and analyze content files and support decision making to ensure the appropriate management of critical and valuable content. Most organizations don’t know where and what
information is contained in their documents, including sensitive and regulated information, such as PII and PCI. Much of the content resides outside of managed systems, relying on manual
enforcement of governance policies and procedures by individuals, increasing legal and regulatory risk. With increased regulations, litigation and internal audits, understanding what content exists,
where it resides and what actions are necessary is critical.
Features & Capabilities End-User Target Market
 Advanced search and review - Quickly categorize and find relevant content through tailored • Medium to Large Enterprises
advanced searches and filters.
 Powerful indexing - Identify and classify unmanaged content, regardless of location, OEM Use Cases
 Robust, actionable reporting - Decrease time to insight with easy to configure out-of-the-box  Embedded File Intelligence. Leverage File Intelligence to extend file identification
reports. and analysis to your application, or build an application with capture as the
 Actionable steps - Take action on identified relevant records and files, such as copying files for foundation.
migration or moving valuable file content for records preservation to secure repositories
 Automatically identify risky content - Continuously scan for risky content by patterns such as
Social Security numbers, credit card numbers, and other PII and action this data with policies.
 Ease of administration - Standardize governance classifications across disparate content
sources, such as file shares and SharePoint.

Integration & Add-Ons

Integrated into: Add-on for:
 N/A  N/A

OpenText Confidential. ©2019 All Rights Reserved. 15

8
Axcelerate
Description
Axcelerate is a complete, award-winning platform for legal discovery and investigations with proprietary advanced analytics, world class services and support and the industry’s best predictive
coding. With Axcelerate, legal teams can identify and understand the facts that matter for litigation, compliance and governance. Axcelerate is an end-to-end eDiscovery platform with proprietary
advanced analytics, world class services and support and the industry’s best predictive coding.

Features & Capabilities End-User Target Market

 Smart Filters – Narrow the scope of review with simple point and click controls that leverage more • Legal Departments and Firms
than 50 different metadata fields from basics such as date, source and file type to advanced • Large Enterprises
communication properties.
 Phrase Analysis – Identify key phrases within documents and create a rich conceptual map
OEM Use Cases
based on relationships among words. Discover terms you may have missed while including or  Embedded eDiscovery. Add the ability to perform information discovery, holds, and
excluding select phrases for better search results. analysis to your application, or build a new solution with these capabilities at the
 Hypergraph - Know who wrote to whom, from which domains, when they were sent and how often center.
they occurred. Easily spot data sent to a personal account or an unknown third party.
 Predictive Coding – Continuous machine learning guides you to the relevant content in virtually
any data set. The most flexible, accurate and defensible predictive coding available.
 Smart Redactions – Automatically redact sensitive data such as phone numbers, SSNs and
credit cards—virtually any identifiable pattern—in individual documents or across entire data sets.
 Portfolio Dashboards – Provide critical insights for caseload management and departmental
analysis with a macro view into discovery operations and trends to help plan, budget and
institutionalize best practices.
 End-of-Branch Email Analysis – Limit review to the most inclusive emails at the end of each
branch and spot any missing or unique messages for dramatic time savings with no external
processing or additional cost.
Integration & Add-Ons
Integrated into: Add-on for:
 N/A  Content Suite

OpenText Confidential. ©2019 All Rights Reserved. 15

9
Decisiv
Description
OpenText™ Decisiv is an enterprise search engine that goes beyond keywords to search multiple repositories at once to find key documents, view projects and identify internal subject-matter
experts. Decisiv leverages powerful unstructured data analytics to expand search with concepts, metadata filters, phrase analysis and interactive visualizations to pinpoint the most accurate
results. With Decisiv, organizations can locate the documents, expertise and projects they need from the disparate sources across the enterprise.
Features & Capabilities End-User Target Market
 Concept Search – Identify relationships between words throughout the entire database using • Large Enterprises
content and context based search to surface relevant results without precise keywords.
 Phrase Analysis – Identify key phrases within documents and create a rich conceptual map
OEM Use Cases
based on relationships among words. Discover terms you may have missed while including or  Embedded Enterprise Search. Add the ability to search multiple repositories to
excluding select phrases for better search results. your application, or build a new solution with these capabilities at the center.
 Smart Filters – Narrow the scope of review with simple point and click controls that leverage more
than 50 different metadata fields from basics such as date, source and file type to advanced
communication properties.
 Knowledge and Expertise – Search authored and owned content to identify and connect with
experts in a specific field.
 Visualizations - See documents according to dates to easily isolate a specific time frame, with
suggested queries represented according to prevalence.
Integration & Add-Ons
Integrated into: Add-on for:
 N/A  N/A

OpenText Confidential. ©2019 All Rights Reserved. 16

0
Exceed (Classic & VA TurboX)
Description
Exceed Classic is a high-performance X Windows Server that connects Windows desktops to high-end X Window applications running on UNIX and Linux servers.

Exceed VA TurboX enables virtualization of graphically demanding software solutions where responsiveness and session resilience are key. At the same time, Exceed TurboX can be used for the
virtualization of standard business desktops, giving organizations one tool for successful virtualization projects.
Features & Capabilities End-User Target Market
 Certification – Compatible with Windows 7, 8.1 and 10; Citrix Ready for XenDesktop and XenApp • Small to Large Enterprises
7; FIPS 140-2 compliant
 X Server – Support for both 32-bit and 64-bit Windows; Support for X11R7.7; Support up to 254 X
OEM Use Cases
clients per session; Interactive support for password aging events; Local X support—X clients,  Embedded Access. Enable your application to allow users to access other
window management, font RGB, xrdp and-Trace; Extensive server visual and multiple color applications running on UNIX or Linux servers, or build a solution with these
depths capabilities at the center.
 Support - Support for advanced input devices including SpaceBall 5000™ and SpacePilot™;
Support for multi-touch displays and Windows 8 gestures; Multiple monitors and screens support
—up to the maximum supported by the GPU; Full screen toolbar and docking/undocking support;
Support for local and remote window managers; Support roaming profiles; Double-byte character
set support; Remembers session information for speedy start
 Security – Secure Shell support through the optional security package, Secure Shell; Support for
smart card and PIV authentication; Support for the latest FIPS compatible 256- and 512-bit ciphers
for SSH connections; Support for TLS 1.2 and Kerberos v4/5; Advanced host and client-based
security
 Font Support – Support for Unicode and TrueType font encodings; Support for .enc font
encoding; X11R5 RS/X11R6 font servers; Automatic font substitution and font server reconnection
 Deployment – Support for multiple profile locations; Support for LDAP corporate directories;
Microsoft Windows Installer Technology (MSI), supports SCCM and other automated deployment
tools; Integrated tool to customize MSI packages (SMS compatible)
 Startup and Client Launching – Passive mode; XDMCP (query, Indirect, Broadcast); REXEC,
RLOGIN, RSH, TELNET, Secure Shell; Ability to disable insecure protocols and enable only SSH
connections
Integration & Add-Ons
Integrated into: Add-on for:
 N/A  N/A

OpenText Confidential. ©2019 All Rights Reserved. 16

1
Exceed

OpenText Confidential. ©2019 All Rights Reserved. 16

2
 OpenText Product Page: OEM Product Page: Resource Team:
Exceed • Exceed Classic • Product Manager - Mark Wevers
• Exceed 3D • Exceed XDK • Technical Product Manager – N/A
• Exceed PowerSuite • Marketing Manager – Martin Teetz

OpenText Exceed is a tool that is deployed in instances where organizations use Microsoft Windows computers to access applications that are hosted on non-compatible servers like UNIX, Linux,
Solaris, AIX, HP-UX, and others.

Key External Assets Other External Assets Internal Assets

Marketing Intro Executive Brief • N/A
• N/A Sales
Video Battlecards: • N/A
Positioning and
Marketing • Can your remote access to UNIX®, Linux® and Windows® keep up?
Prospecting
eBooks
• Exceed
Product • Exceed PowerSuite Bundle
Overviews • Exceed 3D Feature Overview Sales
• Exceed XDK Customer • N/A Battlecards:
Quotes • N/A
Competitive
Intelligence
Solution
• N/A Analyst Reports • N/A
Overviews Sales Training • N/A

• OpenText and Eyevis Podcasts • N/A Sales

Case Studies provide reliable power plant and industrial control Enablement • N/A
• OpenText Exceed® and OpenText Secure Shell™ help financial servi Tools
ces organization focus on core competencies Infographics • N/A

Win / Loss • N/A

Feature / Use Event Reports
• N/A
Case Deep • N/A Presentations
Dives
Product
Release • N/A
Campaign Roadmap
• N/A
Blogs • N/A Webpages

Whitepapers • Securing Exceed Licensing Info. • N/A

Admin.
Webinars • N/A • N/A
Materials DIY Marketing /
Sales Slide • N/A
Library
Pitch Deck:
Product • N/A Product • N/A
Overview Tutorials Process Plays • N/A

Sales Plays • N/A

Technical Exceed 14
•
Pitch Deck: Overviews
Discussion • N/A Campaign
Documents Conversation • N/A
Technical FAQs • N/A Guides

OpenText Confidential. ©2019 All Rights Reserved. 16

3
Brava! Enterprise
Description
Brava! provides in-house employees and remote, mobile users with consistent, reliable access to content while ensuring that it never leaves the repository. Offering a single application for viewing
virtually any file format, including complex engineering drawings and videos, Brava! speeds review processes, minimizes the number of installed applications and saves money.

Features & Capabilities End-User Target Market

 Web-Based Interface - Brava! provides secure viewing and collaboration within one intuitive, • Small to Large Enterprises
browser-based interface, eliminating the need to install native applications on every desktop and
providing convenient access anytime, even for mobile users. OEM Use Cases
 Omni-Format Support – Compatible with any file format, including multi-file CAD Drawings.  Embedded File Viewing. Add the ability to view content from a variety of
 Mark-Up Ability – Apply mark-ups (stamps, watermarks and banners) to files. repositories from within a single user interface to your application, or build a
 Comments Ability – Add and reply to comments and assign and update the state of the solution with these capabilities at the center.
 conversation or issue, recording an audit trail of the discussion and the outcome.
 Electronic Signatures – Users can quickly add electronic signatures and create a new PDF of
the signed document

Integration & Add-Ons

Integrated into: Add-on for:
 Axcelerate  Blazon Enterprise

OpenText Confidential. ©2019 All Rights Reserved. 16

4
 Brava! Enterprise is built from the ground up to
work seamlessly with OpenText Content Suite

Almost every organization has the need for

advanced document viewing and collaboration

VIEW SECURE ANNOTATE REDACT

OpenText Confidential. ©2019 All Rights Reserved. 16

5
OpenText Brava!

View Secure Annotate Redact

 View, not open  View, not open  Browser-based  Manual or

 Any document  Visual Rights  Comment and automated
 Any device  Extends markup  Search &
 Thumbnails Content Suite  Compare pattern
 HTML-based permissions  e-Signature matching
 Group-based  Merge changes  Role-based
views views

OpenText Confidential. ©2019 All Rights Reserved. 16

6
 OpenText Product Page: OEM Product Page: Resource Team:
• Product Manager - Kim Heyde, Edgar Rodriguez, Mike
Brava! Chowaniec
• Brava! Enterprise • Brava! OEM Landing Page
• Technical Product Manager – N/A
• Marketing Manager – Daniela Sanatrossa

OpenText Brava! is a tool which enables you to securely view, annotate, and redact virtually any type of file. Organizations use Brava! to collaborate on the creation of content assets of all types.

Key External Assets Other External Assets Internal Assets

Marketing Intro • Intro to Brava! (YouTube) Executive Brief • N/A Sales
• Intro to Brava! (mp4)
Video • Brava! for SharePoint Battlecards:
• Positioning
Marketing Positioning and
• N/A Prospecting
eBooks
• Brava! Enterprise
Product • Brava! for Microsoft SharePoint
Overviews • Brava! for OpenText Content Suite
Customer Sales
• N/A Battlecards:
Quotes • N/A
Solution • FasTrak for Brava! and Blazon Competitive
Overviews • Viewing and Transformation Solutions from OpenText Intelligence

Case Studies • N/A Analyst Reports • N/A

Sales Training • N/A

• Viewing 3D, Vector, and CAD Images Sales

• Annotations Podcasts • N/A
Feature / Use Enablement • N/A
• Compare Versions
Case Deep Tools
• Merge Files (many to one) Infographics • N/A
Dives • Publish Files (as TIFF, PDF, or CSF)
• Redaction Win / Loss • N/A
Event Reports
• EW2018 Brava! Product Update for Content Suite
Presentations
Blogs • N/A
• Brava! Desktop Roadmap
Whitepapers • N/A Product • Brava! Enterprise Roadmap
Campaign Release • Brava! for D2
• Universal File Viewer Campaign
Webpages Roadmap • Brava! for Webtop
• Brava! for xCP
• Enhance Content Suite User Experience with Brava!
• Enhance Content Suite User Experience with Brava! (slide deck)
• Intro to Brava! SDK: Using Brava!'s HTML5 Viewer Admin. • N/A • Brava! Enterprise
• Intro to Brava! SDK: Using Brava! to Conquer Compliance Materials
Webinars • Intro to Brava! SDK: Using Brava! to Access Sensitive Information Licensing Info. • Brava! Enterprise 2
• Brava! Enterprise for Content Suite
• Intro to Brava! SDK: Using Brava! to View CAD Files
• Balancing Security & Accessibility with Brava!
• Balancing Security & Accessibility with Brava! (slide deck)
Product • Navigation and File Viewing Tutorial
Tutorials DIY Marketing /
Sales Slide • N/A
Library
Pitch Deck: • Compatible File Formats (Enterprise)
• Brava! Overview Process Plays • N/A
Product • Brava! Pitch Deck (old) • Capabilities of Viewer - EP4
Technical
Overview • Capabilities of Viewer - EP5
Overviews • Capabilities of Job Processor - EP5 Sales Plays • N/A
• Compatible File Formats (Desktop)
Pitch Deck: Campaign
• Information Governance with Brava!
Discussion • N/A Conversation • Content Suite Viewer Upgrade with Brava!
Documents Technical FAQs • General Technical FAQs Guides

OpenText Confidential. ©2019 All Rights Reserved. 16

7
Blazon Enterprise
Description
OpenText Blazon is a rendition engine that can help automatically transform files from virtually any format into accurate PDF, TIFF or secure Content Sealed Format (CSF) renditions. It can also
transform 3D models, publishing them as STL, ISF or compressed 3DF. As part of this process, Blazon can also add mark-ups (stamps, watermarks, and banners) automatically or through a
manual GUI. Blazon is highly scalable, able to be deployed to a single department or across the entire enterprise.

Features & Capabilities End-User Target Market

 Automated File Conversion – Transforms files from one format to another as part of a workflow. • Small to Large Enterprises
 Compliant Mark-Ups – Capable of adding stamps, watermarks and banners to ensure adherence
to regulatory or internal mandates. OEM Use Cases
 Metadata Mark-Ups – Capable of reading metadata from ECM, or other lead system, and  Embedded File Conversion. Add the ability to automate the transformation of
converting it into a watermark. files across formats, including adding mark-ups, to your application, or build a
 Secure Content Controls – Limit the content or how long they can view it, using password solution with these capabilities at the center.
protection, an expiration date (time bomb) and printing and republishing restrictions.
 Content Compilation – Merges all of their project documents, including CAD drawings, into a
single, neutral-format document or transmittal with a table of contents.

Integration & Add-Ons

Integrated into: Add-on for:
 N/A  Brava!
 Content Suite
 Documentum

OpenText Confidential. ©2019 All Rights Reserved. 16

8
Accurate, Reliable Document Transformation

 Convert virtually any document to PDF, TIF, or secure CSF

 Easy to deploy – no developer resources needed
 Add watermark/banners, stamps and more according to business rules

OpenText Confidential. ©2019 All Rights Reserved. 16

9
 OpenText Product Page: OEM Product Page: Resource Team:
Blazon • Blazon Landing Page 1
• Product Manager - Edgar Rodriguez, Mike Chowaniec
• OEM Landing Page for Blazon • Technical Product Manager – N/A
• Blazon Landing Page 2
• Marketing Manager – Daniela Santarossa

OpenText Blazon is a tool that converts documents from virtually any format into PDF, TIFF, or CSF files. It is used by organizations as part of their archiving strategies to have files available in a
more secure, compliant format.

Key External Assets Other External Assets Internal Assets

Executive Brief • N/A
Marketing Intro • Intro to Blazon Sales
Video • Intro to Blazon (YouTube) Battlecards: • Positioning
Positioning and
Marketing • N/A Prospecting
eBooks
Product • Blazon Enterprise
Overviews • Blazon for SharePoint
Customer Sales
• N/A Battlecards:
Quotes • Competitive Battlecard (vs. Adlib)
Competitive
Solution • FasTrak for Brava! and Blazon Intelligence
Overviews • Viewing and Transformation Solutions from OpenText
Analyst Reports • N/A
Sales Training • N/A
Case Studies • N/A

Podcasts • N/A Sales

Enablement • N/A
Tools
Feature / Use Infographics • N/A
Case Deep • N/A
Dives Win / Loss • N/A
Event • EW2018 Product Update for Content Suite Reports
Presentations • EW2018 Product Update for Documentum

Blogs • N/A Product

Release • Blazon Enterprise Roadmap
Campaign Roadmap
Whitepapers • N/A • N/A
Webpages

Webinars • Blazon as part of the Digital Transformation Licensing Info. • Licensing Guide Calculator
Admin. • N/A
Materials DIY Marketing /
Pitch Deck: • Blazon Overview Sales Slide • N/A
Product • Blazon Pitch Deck (old) Library
Overview • Blazon Enterprise Product • N/A
Tutorials Process Plays • N/A

Sales Plays • N/A

Technical • Compatible File Formats
Pitch Deck: Overviews • Capabilities of Job Processor - EP5
Discussion • Blazon as part of the Digital Transformation Campaign
• FAQ | CTS-Documents/Blazon Swap Out
Documents Conversation • FAQ | Adlib/Blazon Swap Out
Technical FAQs • N/A Guides

OpenText Confidential. ©2019 All Rights Reserved. 17

0
Exstream
Description
Exstream is an omni-channel Customer Communications Management (CCM) solution that enables organizations to create connected customer journeys and meaningful customer conversations
by helping them understand, serve and react to customers using the delivery formats and channels they prefer, including email, web and mobile.

Features & Capabilities End-User Target Market

 REST APIs - APIs for state and approval control, migration (export and import from CAS) and • Medium to Large Enterprises
updated Swagger documentation.
 Communications-Enabled Content Services – SmartUI integration for Exstream is part of
OEM Use Cases
OpenText™ Content Server templates.  Embedded Customer Communication Management. Add the ability to
 Content Authoring Capabilities – Support for paragraphs, better approval workflow support, customize, personalize, and manage high-impact communications to your
correspondence self-service and digital authoring. application, or build a new solution with these capabilities at the center.
 Improved OpenText™ Media Management Integration – Allows users to easily include images
and rich media.
 Analytics for Email Delivery – Assured delivery and tracking for SparkPost and OpenText
Notifications.
 End-to-End Tracking, Communications Flow ( job) Visualization – Graphical visualization of
communications jobs and processes.
 More integration points with OpenText™ Output Server - Ensures critical documents, such as
passenger manifests, shipping instructions, pick lists and more are successfully
 delivered to their printer destination
 Integration with OpenText™ InfoArchive – Allows for creation, compliance and preservation of
customer correspondence and support for regulatory compliance, as well as customer-facing and
internal business processes; Solves critical challenges for highly regulated industries and for
compliance with the GDPR or other privacy regulations.
Integration & Add-Ons
Integrated into: Add-on for:
 InfoArchive

OpenText Confidential. ©2019 All Rights Reserved. 17

1
Exstream 16.4
The omnichannel communications platform
WEB APPLICATIONS
REST APIs

SERVICE COMMON
GATEWAY ASSET SERVICE
Omnichannel
communication
s
Exstream Communications Server

Communication Engines

Exstream
In StoryTeller Out
Engine
Connector* Filters** Filters Connector

Input Queue Output Queue Archiving Tracked Cloud Delivery

OpenText Notifications

Integrate anywhere Run anywhere Engage anywhere Local Delivery

OpenText Confidential. ©2019 All Rights Reserved. 17

* Dirscan, http(s), Scan email, jms | ** PDF2LXF, AFP2LXF, Archive Signature 2
Exstream Platform Overview
Through
Document Presentment
for SAP Solutions

Analytics & Monitoring Orchestration, Execution & Management

Du
ee
Cr
ck
k

SA
P

Spark
Post
acl
Or
e

CONNECT DESIGN PRODUCE DELIVER

Networ

Busine
SF.

Notific
ations
co
m

ss
• Event Triggered • Template Authoring • Interactive • Staging

k
• Data Integration • Template Design Editing • Bundling & Sorting
Inf
or

• On-demand • Generation • Multi-Channel

Outp
Serv
er

ut
Delivery
ide
Gu
wir

• Batch
e

SHARED PLATFORM SERVICES

Common Asset Service (CAS) Identity Management (OTDS)

TEAMSITE OTMM CORE CONTENT SERVER ARCHIVE SERVER INFO ARCHIVE TELEFORM L/O ANALYTICS PROCESS SUITE

OpenText Confidential. ©2019 All Rights Reserved. 17

3
 OpenText Product Page: OEM Product Page: Resource Team:
• Product Manager - Christian Askland, Randy Sparks, Pau
Exstream Soler, Jeffrey Doyle, Paul O'Hagan, Dannica Singleton
• Exstream Enterprise • N/A
• Technical Product Manager - Dwane Gilvin
• Marketing Manager - Tami May

OpenText Exstream is a tool that allows organizations to personalize communications (i.e. emails, brochures, newsletters, etc.) meant for print or digital channels (including mobile). Files are
created using pre-defined templates, or from other sources (like MS Office and Adobe Creative suites),

Key External Assets Other External Assets Internal Assets

Marketing Intro • Exstream
Exstream (YouTube) Executive Brief • Acquire and retain customers with OpenText Customer Communications Manageme Sales
Video •
nt solutions • Messaging/Positioning
Battlecards:
• Messaging/Positioning (master guide)
Positioning and • Sales Cheat Sheet
Marketing Prospecting
• OpenText Exstream • N/A
eBooks
Product • OpenText™ Exstream™ Empower Editor
Overviews • OpenText Exstream Communications Designer
• Content Author Sales
Customer • Competitive (vs. Quadient)
• N/A Battlecards:
Quotes • Competitive Overview
Competitive • Comptietive Information Wiki
Solution • Elevate your customer engagement with multichannel communication Intelligence
Overviews s
• OpenText™ Exstream Accelerators for Guidewire InsuranceSuite™ • Aspire's 2018 CCM Leaderboard
• Aspire's 2018 CCM Leaderboard (FAQ Guide) • Exstream Sales Training
Sales Training • Self Guided Training for Exstream
• Case Study Library • Forrester's Overview of CCM Providers
Analyst Reports • Forrester Wave for CCM (2016)
Case Studies • Premium Credit (Financial Services) • Gartner Magic Quadrant for CCM (2017)
• Bakkersfield (Food Service) • Gartner Magic Quadrant for CCM (2017) - FAQ Guide Sales
Enablement • N/A
Tools
Feature / Use Podcasts • N/A
• Content Author
Case Deep • Exstream and LiquidOffice Win / Loss
Dives Infographics
• N/A
• N/A Reports

Blogs • N/A
Event Product
• N/A
Presentations Release • Exstream
• OpenText Exstream™ Modules Overview
• OpenText Exstream Roadmap
Whitepapers Communications Server and Command Center comparison
• OpenText Exstream™ Communications Server Overview
Campaign • N/A
Webpages Licensing Info. • N/A

• Content Author DIY Marketing /

Webinars • Content Author (slide deck) Admin.
• N/A Sales Slide • Exstream Slide Library
• DocuSign Sales Enablement Materials
Library

Pitch Deck: Product Process Plays • N/A

• N/A
Product • N/A Tutorials
Overview Sales Plays • N/A
Technical
• List of Exstream Modules
Pitch Deck: Overviews Campaign
Discussion • N/A Conversation • Exstream vs. Quadient Playbook
Documents Technical FAQs • N/A Guides

OpenText Confidential. ©2019 All Rights Reserved. 17

4
Output Transformation (OT, AOA, & DA)
Description
OpenText™ Output Transformation products automate the output of content-centric workflows, such as high-volume print-streams for bills, creation of accessible materials, generation of web and
mobile messaging, etc.. With use cases within financial services, insurance, telecommunications, health care, and government agencies, our advanced technology fully integrates into existing
systems and modernizes how enterprises create, transform, store, and deliver accessible high-volume documents across multiple channels.

Features & Capabilities End-User Target Market

 Output Transformation – Transform, re-engineer and repurpose high-volume print stream, PDF • Financial services, insurance, telecommunications, health care, and government
and image files e.g. credit card statements, Telco bills, insurance policies, tax documents, etc. agencies.
 Automated Output Accessibility – Generates WCAG 2.0 Level AA-compliant high-volume • Organizations in complex regulatory environments with accessibility requirements.
PDF/UA and large print documents for visually impaired individuals. • Organizations with high-volume output scenarios.
 Document Accessibility – Enables the manual remediation of ad hoc PDF documents to easily
comply with accessibility standards and regulations, such as Section 508, Telecom Section 255, OEM Use Cases
ADA, ACAA, AODA, and other legislation. Upload documents into the UI and auto-detection  Embedded Output Transformation. Add the ability to integrate back-office
algorithms help to easily add and edit the tags on the PDF. systems, archive repositories and customer-facing applications to form a single
consolidated system to efficiently manage high-volume enterprise content and
system-generated customer communications to your application, or build a new
solution with these capabilities at the center.
 Embedded Output Accessibility. Add the ability to capture and transform high-
volume print streams into PDF documents that are accessible using assistive
technology for visually-impaired customers to your application, or build a new
solution with these capabilities at the center.
 Embedded Document Accessibility. Add the ability to manually remediate ad hoc
PDF documents for low-vision users and create content that is accessible to your
entire audience to your application, or build a new solution with these capabilities
at the center.

Integration & Add-Ons

Integrated into: Add-on for:
 N/A  N/A

OpenText Confidential. ©2019 All Rights Reserved. 17

5
 How the OpenText Output
Transformation solution works

Composition Documents Repurposed

Engines & Documents
Print St
reams Server

Document rocessing
P
and Transformation
User
Consumption
Portals

Parsers
And
Repository Generators
Archives

OpenText Confidential. ©2019 All Rights Reserved. 17

6
Output Transformation
Products:
Automated Output
Output Transformation Document Accessibility ECM Migration
Accessibility
Description
OpenText™ Output Transformation products are highly scalable utilities that enable an organization to significantly enhance their “information output” operations.
With Output Transformation products, organizations can easily convert print streams and collections of high-volume documents from AFP, Metacode/DJDE, Line
data, PCL, Image, and PDF to PDF, PDF/A, Accessible PDF (PDF/UA), AFP, PCL, Metacode/DJDE formats for accessibility, presentment, and/or batch printing.
The conversion process maintains perfect fidelity between source and target formats.

Capability Highlights OEM Use Cases

 Automated Print Stream Conversion – Create or modify existing print streams to  Content Archiving. Enables the conversion of files from
convert content output to a variety of file formats. one format to another, the creation of an index file, and
the uploading of files to a target repository. OpenText™
 Automated High-Volume Document Conversion – Scan content repositories to identify
Output Transformation products have been embedded
documents of a certain type and convert those to a variety of file formats.
within the following systems to provide content archiving
 Information Mining and Extraction – Capture key metadata and other insight from the capabilities:
files being processed.
 Computer Associates CA View
 Accessibility Output – Convert files to a format compatible with accessibility technology
 IBM Content Manager on Demand
(e.g. screen reader).
 IBM FileNet Records Manager
 Index File Output – Create an index file of the content that has been converted for
loading into ECM and archive systems.  IBM FileNet Image Services
 Content Migration – Move files from one repository to another.  Mobius View Direct
 Ad-Hoc PDF Remediation – Enables manual uploads of documents to a UI which auto-
detects and adds accessibility tags to the PDF.
 Multi-Language Support – Parses and generates documents in any language.
 Java API – allows for full configuration and application integration.

OpenText Confidential. ©2019 All Rights Reserved. 17

7
 OpenText Product Page: OEM Product Page: Resource Team:
Output • Output Transformation Landing Page • Product Manager – Jeff Williams

Transformation •
•
Document Accessibility Landing Page
Output Extender Landing Page
• N//A •
•
Technical Product Manager – N/A
Marketing Manager – N/A

OpenText Output Transformation products are highly scalable utilities that enable an organization to significantly enhance their “information output” operations. With Output Transformation
products, organizations can easily convert print streams and collections of high-volume documents from AFP, Metacode/DJDE, Line data, PCL, Image, and PDF to PDF, PDF/A, Accessible PDF
(PDF/UA), AFP, PCL, Metacode/DJDE formats for accessibility, presentment, and/or batch printing. The conversion process maintains perfect fidelity between source and target formats.

Marketing Intro
Key External Assets Other External
•
Assets
Must Have Features for Enterprise Output Storage
Internal Assets
• N/A
Video Executive Brief • 10 Ways to Move Away from Paper Sales
• 10 Best Practices for Targeted Messaging Battlecards:
• Embedded Data Transformation Engine • Messaging (Output Extender)
• Output Archive Positioning and
Product • Output Transformation Marketing Prospecting
• N//A
Overviews • Output Transformation Designer eBooks
• Output Transformation Server
• Output Extender
Customer Sales
• N//A
• Automated Output Accessibility (AOA) Overview Quotes Battlecards: N//A
•
• AOA for Student Loan Statements Competitive
• AOA for Telecomms Intelligence
• AOA for Healthcare Insurers
• AOA for Medicaid/Medicare Providers
Analyst Reports • Insights From Data Note (IDG)
Solution
• AOA for Federal Government
Overviews • Document Accessibility Overview
• ECM Migration Sales Training • N//A
• Mobius Archive Migration Podcasts • N//A
• Print and PDF to XML for Rich Visualization
• Print to Digital Solutions
Sales
Infographics • N//A Enablement • N//A
Case Studies • Anonymous (Banking) Tools

Event Win / Loss

• N//A • N//A
Feature / Use Presentations Reports
Case Deep • N//A
Dives

Campaign Product
• N//A Release • N//A
Webpages
Blogs • N//A Roadmap

Admin. • N//A
• Hidden World of PDF and Output Accessibility Materials
• Drivers for Output Accessibility Licensing Info. • N//A
• AOA for AODA Compliance in Ontario
• PDF Document Accessibility Compliance
Whitepapers • ECM Migration Best Practices Product • N//A DIY Marketing /
• How to Recognize when Archiving becomes a Problem Tutorials Sales Slide • N//A
• Better High-Volume Document Archiving
Library
• 8 Must-Haves for Output Transformation

Webinars • N//A
Process Plays • N//A
• Document Accessibility Overview • Output Archive
Pitch Deck: • Output Archive Overview
Technical Output Transformation
•
Product • Output Transformation Overview Overviews • Output Transformation Server Sales Plays • N//A
Overview • Output Transformation Server
• Output Extender
Pitch Deck: Campaign
Discussion • N//A Technical FAQs • N//A Conversation • N//A
Guides OpenText Confidential. ©2019 All Rights Reserved. 17
Documents
8
DocSci / xPression
Description
OpenText xPression Enterprise Edition: Automates the generation of highly customized and personalized multichannel customer communications. With xPression, you can replace multiple
document generation systems to reduce costs, streamline processes, and improve customer experience.

Features & Capabilities End-User Target Market

 Output Formats – The sophisticated composition server composes and formats documents to • Small to Large Enterprises
produce electronic and print output in a variety of formats, including PDF, PDF/A, PDF/ UA and
PDF/X, HTML, XML, AFP, PostScript, PPML, .docx and plain text.
 Multi-Channel Publishing – Users can quickly and easily develop multichannel content using
powerful, industry-standard design tools that enable multichannel publishing using a single rules-
based template. OEM Use Cases
 Browser-Based Admin and Reporting Console – Easily configure and maintain all aspects of  Embedded Content Personalization & Publishing. Add the ability to generate
the xPression, Enterprise Edition environment from any web-enabled client connected to the and distribute mutli-channel customer communications to your application, or build
network. a new solution with these capabilities at the center.
 Integration with Industry Standard Authoring Tools – Plug-ins allow users to work with the
technology they’re most familiar with, be it Microsoft Word, Adobe InDesign, Adobe DreamWeaver,
etc.

Integration & Add-Ons

Integrated into: Add-on for:
 N/A  N/A

OpenText Confidential. ©2019 All Rights Reserved. 17

9