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Presented on: October 23rd, 2014
Automating Enterprise Archiving for
Worry-Free Compliance
Greg Clark
Director, Program Management
OpenText
Greg is responsible for thought leadership and
program management for the Enterprise
Information Archiving at OpenText. Over the past
10 years Greg has managed industry leading
Enterprise Software products with Hummingbird,
OpenText, CA Technologies, and HP Autonomy.
Prior to rejoining OpenText, he spent the last 6
years managing Information Governance
solutions with a focus on Enterprise Archiving,
eDiscovery, and Regulatory Supervision in the
cloud and on premise.
Roger Beharry Lall
Director, Product Marketing
Adlib Software
With a broad background in technology and
innovation, Roger has been a strategic B2B
marketer for over 15 years working with IBM,
BlackBerry (Research in Motion), and other
global vendors and systems integrators.
An AIIM Certified ECM Practitioner, Roger is
passionate about how Advanced Rendering
technologies bring business value to diverse
organizational processes.
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PRESENTED BY: Arial 14 pt.
DATE: Arial 14 pt.
COPYRIGHT LINE = ARIAL 8 PT. ALL CAPS © ADLIB 2014. THIS SLIDE PRESENTATION CONTAINS PROPRIETARY AND/OR CONFIDENTIAL INFORMATION.
Automating Enterprise Archiving for Worry-
Free Compliance
Roger Beharry Lall
Director, Product Marketing
Adlib
Greg Clark
Director, Program Management
OpenText
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OpenText Confidential. ©2013 All Rights Reserved. 3
Information Management in the Digital Age
Information drives innovation and growth
Turning information in knowledge leads to greater insight, higher customer satisfaction, accelerates time to market, helps to open new opportunities, and enables you to remain competitive
An information governance program is a key strategy component for every organization
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OpenText Confidential. ©2013 All Rights Reserved. 4
RISKY END-USER
BEHAVIOR
RUSH TO THE
CLOUD*
63% SEND FILES
HOME THROUGH
PERSONAL EMAIL
ADDRESSES
53% “Deleters”
26% “Pilers”
“Filers” 18%
MAILBOX MANAGEMENT HABITS
+25%
GROWTH IN ENTERPRISE
LICENSING FOR PRODUCTIVITY
APPS BY 2016
USING OFFICE 365
FOR EMAIL
33% OF ENTERPRISES WILL
MOVE TO CLOUD-BASED
ARCHIVES
1in5
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ARCHIVING
SPECTRUM Archive Center
Compliance-driven
Standalone + high volume/ low touch
Content Suite
Active Lifecycle Management
Records Management-driven
Retention Auto-
Delete
Hold/
Export
Multi-tenant
Cloud-ready
Capture Create Classification Manage
Collect/
Preserve/
Export
RM Defensible
Disposition Archive
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OpenText Confidential. ©2013 All Rights Reserved. 6
DAY FORWARD
LEGACY & IN-PLACE
AUTO CLASS
DISPOSE
100% CAPTURE
INDEX
ASSESS
AUTO CLASS
CONTROL
MIGRATE/ DISPOSE
Information Governance of Content and Sources
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Evolution Of Rendering
Shareware/Freeware
Basic Rendering
– Consumer Desktop Products
Basic rendering
- Embedded
System Features
Advanced Rendering
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Defining Advanced Rendering:
“PDF-ing” at the next level with features like:
• Accuracy/High Fidelity
• Automated, Metadata-rules driven, document conversion/assembly
• Enhancements (Table of Contents, Headers/Footers & Watermarks)
• Internal navigations: Bookmarks, Hyperlinks, ToC, Pagination
• Documents Searchability (OCR)
• Multiple input support – 400+ file types, ECM integration
• Multiple output support – PDF, PDF/A, tiff, Thumbnails
Enterprise-Grade architecture providing:
• Massive Scalability
• Centralized management control
• High Availability
• Fault Tolerance
• Load Balancing
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Archiving Format Options
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How Long is ‘Long Term’
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PDF/A: PDF for Archive ISO Standard
• Open, democratic, non-proprietary, ISO
Standard
• Non hierarchical standards family
including: PDF/A-1, PDF/A-2, & PDF/A-3
• PDF/A supports many ‘robust’ features:
bookmarks, links, annotations, metadata,
searchable text, vector graphics, etc.
• Maximizing the long-term value of
information assets:
o Safe
o Secure
o Searchable document
o Self Contained (source independent)
o Satisfies compliance
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• Archive Server
• Archive Center
• Content Suite
• Content Suite Platform
• Exchange/ O365
• GoogleApps
• Lotus Domino
• Archive for File
Systems
• Tempo Box
• OpenText eDOCs
• Contract Mgmnt
• Regulated Documents
• TCP
• EIA
• SAP Archiving
• xECM for SAP
• DAM for SAP
• Employee File Mgmnt
• Vendor Invoice Mgmnt
• Travel Receipts Mgmnt
• Application Governance
& Archiving for
SharePoint
• SharePoint Storage
Services
• xECM for Oracle
eBusiness Suite
• WEM/WSM
• CCM
• Tempo Social
• Media Management
• MBPM
• Case360
• Auto-categorization
• InfoFusion
• Early Case
Assessment
• Rendition
Server
http
Archiving Backbone
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Who’s The Boss
.
Source: AIIM / Zylab – Archiving Whitepaper
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Legislation and
industry regulations
are evolving
worldwide.
100,000+ Rules, laws, directives, regulations,
standards, guidelines, and
certifications.
EVOLVING
COMPLIANCE
NON-COMPLIANCE
FINES
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Metadata Extraction
Table of
Contents
Table of
Contents
Disclaimer /
Source Footer
Branding
Watermark
Date
Stamp
Case #
Status
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Automated Advanced Rendering
• Metadata Driven
• Rules based
• Advanced Rendering
o Conversion
o Formatting
o Enhancement
Additions
o Versioning
o Approvals
o Archiving
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Content Conversion as a Shared Services
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It’s really all about Capture & Classification!
18
Accelerating time to Compliance
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Search Enabled Documents
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Image Comparison & Classification
• Auto classification
• De-duplication
• Signature detection
• Contract comparison
• Revisions/versioning
• Expiration management
• Template confirmations
• Enhancement check
• XML extractions
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It’s all about Business Transformation
Shift from focusing on risk and cost to adding value by managing content associated to business processes
An information governance program woven into the fabric of the solutions to transform the enterprise
Control the lifecycle of content by capturing and applying retention policies without negatively impacting end users
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For More Information:
adlibsoftware.com
Product Info:
[email protected]
Twitter: @adlibsoftware
Linkedin.com/companies/adli
b-software
opentext.com/DemystifyInfoGov
Greg Clark
[email protected]
Twitter:
@bygregclark @opentext
LinkedIn: gregoryclark
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And be sure to visit the Adlib booth to:
• Learn more about Adlib PDF for Open Text:
• View an in-person demo
• See how to meet the high fidelity document demands
of government, life sciences and energy industries
• Convert CAD files to PDF
• Learn about the ‘Enterprise’ difference,
• Receive your webinar attendee gift!