UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, DC 20549
FORM 10-K
(Mark One)
| x | ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 |
For the fiscal year ended June 30, 2004.
OR
| ¨ | TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 |
For the transition period from to
Commission file number 0-27544
OPEN TEXT CORPORATION
(Exact name of Registrant as specified in its charter)
| Ontario, Canada | 98-0154400 | |
| (State or other jurisdiction of incorporation or organization) |
(IRS employer identification no.) | |
| 185 Columbia Street West Waterloo, Ontario, Canada |
N2L 5Z5 | |
| (Address of principal executive offices) | (Zip code) | |
Registrant’s telephone number, including area code: (519) 888-7111
Securities registered pursuant to Section 12(b) of the Act:
| Title of each class |
Name of each exchange on which registered | |
| None | None |
Securities registered pursuant to Section 12(g) of the Act:
Common Shares, without par value
(Title of Class)
Indicate by check mark whether the registrant: (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) has been subject to such filing requirements for the past 75 days. Yes x No ¨
Indicate by check mark if disclosure of delinquent filers pursuant to Item 405 of Regulation S-K is not contained herein, and will not be contained, to the best of the registrant’s knowledge, in definitive proxy or information statements incorporated by reference in Part III of this Form 10-K or any amendment to this Form 10-K. x
Indicate by check mark whether the registrant is an accelerated filer (as defined in Exchange Act Rule12b-2). Yes x No ¨
Aggregate market value of the Registrant’s Common Shares held by non-affiliates as of June 30, 2004 was approximately $1,113 million. The number of the Registrant’s Common Shares outstanding as of September 1, 2004 was 51,235,368.
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Forward-Looking Statements
Certain statements in this Annual Report on Form 10-K constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 and are made pursuant to the safe harbor provisions of Section 27A of the Securities Act of 1933, as amended and Section 21E of the Securities Exchange Act of 1934, as amended. Any statements that express or involve discussions with respect to predictions, expectations, beliefs, plans, projections, objectives, assumptions or future events or performance or the outcome of litigation (often, but not always, using words or phrases such as “believes”, “expects” or “does not expect”, “is expected”, “anticipates” or “does not anticipate”, or “intends” or stating that certain actions, events or results “may”, “could”, “would”, “might” or “will” be taken or achieved) are not statements of historical fact, but are “forward-looking statements”. Such forward-looking statements involve known and unknown risks, uncertainties and other factors that may cause the actual results, performance or achievements of the Company, or developments in the Company’s business or in its industry, to differ materially from the anticipated results, performance, achievements or developments expressed or implied by such forward- looking statements. Any forward-looking statements should be considered in light of the risks and uncertainties discussed in Item 7 under “Risk Factors That May Affect Future Results” beginning on page 50 of this Annual Report on Form 10-K. Readers should not place undue reliance on any such forward-looking statements, which speak only as of the date they are made. Forward-looking statements are based on management’s current plans, estimates, opinions and projections, and the Company assumes no obligation to update forward-looking statements if assumptions related to these plans, estimates, opinions and projections should change.
The Company
Open Text Corporation was incorporated on June 26, 1991 pursuant to articles of incorporation under the Business Corporations Act (Ontario). The Company amended its articles on August 1, 1995 and November 16, 1995, respectively, and filed articles of amalgamation on June 30, 1992, December 29, 1995, July 1, 1997, July 1, 1998, July 1, 2000, July 1, 2002, and July 1, 2003. References herein to the “Company” or “Open Text” refer to Open Text Corporation and its subsidiaries. The Company’s principal executive offices are located at 185 Columbia Street West, Waterloo, Ontario, Canada N2L 5Z5, and its telephone number at that location is (519) 888-7111. The Company’s World Wide Web homepage address is www.opentext.com. Throughout this Form 10-K, the term “fiscal 2004” means the Company’s fiscal year beginning on July 1, 2003 and ending on June 30, 2004 and the term “fiscal 2003” means the Company’s fiscal year beginning July 1, 2002 and ending on June 30, 2003. Unless otherwise indicated, all amounts included in this Form 10-K are expressed in U.S. dollars.
Access to our Annual Report on Form 10-K, Quarterly Reports on Form 10-Q, Current Reports on Form 8-K and amendments to these reports filed or furnished to the Securities and Exchange Commission may be obtained through the Investor Relations section of our website at www.opentext.com as soon as reasonably practical after we electronically file or furnish these reports. We do not charge for access to and viewing of these reports. Information on our Investor Relations page and our website is not part of this Annual Report on Form 10-K or any other securities filings of the Company unless specifically incorporated herein by reference. In addition, our filings with the Securities and Exchange Commission may be accessed through the Securities and Exchange Commission’s Electronic Data Gathering, Analysis and Retrieval system at www.sec.gov. All statements made in any of our securities filings, including all forward-looking statements or information, are made as of date of that document in which the statement is included, and we do not assume or undertake any obligation to update any of those statements or documents unless we are required to do so by law.
BUSINESS OF THE COMPANY
Open Text™ is an independent software vendor providing enterprise content management (“ECM”) solutions that bring together people, processes, and information. In today’s highly regulated and interactive
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business world, organizations need to operate in structured ways while simultaneously giving people the freedom to innovate and grow. By enabling organizations to manage content from initial creation to final archive, we offer the most comprehensive, end-to-end content lifecycle management solutions. Our software seamlessly combines collaboration with content management, transforming information into knowledge that provides the foundation for innovation, compliance and accelerated growth.
The Company’s software enables organizations to effectively address a diverse range of business needs including the ability to: comply with increasing and changing regulatory requirements, classify and organize information, manage the retention and archiving of massive information volumes, unify globally distributed teams, capture market opportunities, accelerate product cycles, improve customer and partner relationships, and alter business strategies.
Open Text develops, markets, licenses and supports its software for use by global organizations on intranets, extranets and the Internet. The Company’s principal product line is Livelink®, which seamlessly combines collaboration and content management, transforming information into knowledge and providing the foundation for innovation, compliance, and accelerated growth. The software enables users to capture, and find and retrieve electronically stored information, work together in both creative and collaborative processes as well as more structured processes, perform group calendaring and scheduling, and distribute or make available to users across networks or the Internet the resulting work product and other information. This collaborative environment enables ad hoc teams to form quickly across functional and organizational boundaries, which enables information to be accessed by employees using any standard Web browser. Fully Web-based with open architecture, Livelink provides comprehensive configuration, rapid deployment, accelerated adoption, and low cost of ownership. Open Text provides integrated solutions that enable people to use information and technology more effectively at departmental levels and across enterprises. The Company offers its solutions both as end-user stand-alone products and as fully integrated modules, which together provide a complete solution that is easily incorporated into existing enterprise business systems. Although most of the Company’s technology is proprietary in nature, the Company does, on occasion, include certain third party software in its products.
In the eight years since the introduction of the Livelink product line, Livelink has achieved significant market acceptance. Organizations with tens of thousands of users are deploying Livelink for business-critical applications. The Company believes two key factors distinguish Livelink from competing alternatives. First, unlike collaborative software developed for client/server environments, Livelink was designed from the outset to run on the Internet. As a Web-based technology, Livelink scales easily and rapidly to thousands of users, gigabytes of data, and millions of documents. Second, unlike solutions offering tools for users to build custom collaborative applications, Livelink is a ready-to-install configurable application. It has open architecture, is easy to customize and requires no special development for project teams to quickly become productive. As a result, time required to deploy the software is shorter than competing alternatives, allowing companies to enhance their ability to realize their return on investment quickly.
With its acquisition of IXOS Software AG (“IXOS”) during fiscal 2004, the Company has added a second primary product line focused on enabling document archiving and retrieval from enterprise applications such as Enterprise Resource Planning (“ERP”) and Customer Relationship Management (“CRM”) systems. IXOS developed this business in cooperation with SAP AG initially around SAP’s product, SAP R/3 and later broadened the offering to support other enterprise applications. The deployment typically involves management of massive business documents associated with primary accounts payable and accounts receivable processes. More recently, IXOS implemented a strategy to expand its product portfolio to include broader ECM capabilities. Those non-SAP capabilities primarily include Web Content Management, e-mail archiving, and business process management. These capabilities will continue to be supported for existing customers and the Company has begun integrating some of these capabilities into the Livelink product line. The ERP document enabling function retains the IXOS branding whose base technology provides the foundation for enterprise content repository services that could be commonly exploited by Livelink, SAP R/3, email applications, and other enterprise applications. The combined companies offer a comprehensive set of integrated capabilities that allow an organization to work with content in context.
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As an extension to its solutions-based offerings, the Company also provides professional services, training, documentation and technical support services to accelerate its customers’ implementation of, and satisfaction with, its products. Open Text believes its ability to offer a high level of customer support and service is critical to its success. The Company’s major products are typically licensed with an annual maintenance contract which entitles the customer to remote support, product updates and maintenance releases. For additional fees, Open Text also offers training and consulting services and provides integration services for the purpose of configuring and customizing the Company’s software to specific customer needs.
The Company maintains its Global Alliance Program that provides the commercial and technical training and support for systems integrators (“SIs”), management consultants, solution providers, technology providers, storage vendors, independent software vendors (“ISVs”), value-added resellers (“VARs”), and application service providers (“ASPs”) to work with the Company toward mutually beneficial business objectives. Business, technical, and marketing relationships have been formed with industry leaders such as Adobe, Accenture, Bearing Point, Cap Gemini Ernst & Young, CSC, Deloitte, EDS, Hewlett Packard, Hitachi Data Systems, Microsoft, Network Appliance, Oracle, SAP, Siebel Systems, Siemens Business Services, StorageTek, and Sun.
Open Text has consistently sought to broaden its technology base and product offerings and to strengthen its sales and customer support capabilities through acquisitions. Open Text assesses each potential acquisition target with specific emphasis on three main factors. First, the Company seeks to acquire businesses with technologies that can be integrated with its existing technologies to create new products and enhance the existing product family. Second, the Company seeks to acquire businesses with experienced personnel that may have specific domain expertise. Third, the Company seeks to acquire businesses that offer a new distribution channel or customer base for Open Text’s products.
Products and Technology
The Livelink brand is Open Text’s premier brand, representing its commitment to providing innovative, reliable, and scalable ECM software. Livelink Enterprise Server (formerly known as Livelink) continues to be the Company’s flagship collaboration and content management product, but the Company’s product portfolio has significantly expanded, reflecting the emergence of the Enterprise Content Management market.
The Livelink Enterprise Server runs on a variety of computing platforms, including Microsoft™ Windows NT™, Microsoft Windows 2000™, Sun SPARC/Solaris™, and Hewlett-Packard HP-UX™ operating systems. Livelink provides a comprehensive combination of collaborative knowledge management services, custom workspaces, and a modular architecture with value-added application modules. The latest release of Livelink Enterprise Server includes English, French, German, and Japanese language versions. Livelink is certified with a variety of relational database management systems: Microsoft SQL Server™, Oracle 9i™, and Sybase Adaptive Server™, HTTP servers (iPlanet Web Server Enterprise Edition™ and Microsoft Internet Information Server™), and Web browsers (Netscape Navigator™ and Microsoft Internet Explorer™).
Livelink Enterprise Server 9.2, the latest release, significantly improves the ease of use of the system by providing an improved user interface, more personalization of appearance options, new one-click links, one-click “breadcrumbs” that clarify the navigation path, additional wizards that easily guide users through the project creation process, and improved project status and reporting capabilities. Additionally, many other components of the product, such as Livelink MeetingZone™, received incremental improvements and corrections to identified software deficiencies.
In June 2004, Open Text announced the release of Livelink Portal™, an optional module for Livelink Enterprise Server that provides a powerful enterprise integration portal framework. Livelink Portal enables the aggregation, integration, and personalization of enterprise content, including pre-defined connectors for Livelink content such as threaded discussions, document management, news channels, and search. A connector development kit provides companies with the flexibility to easily develop and customize connectors for all of the applications unique to their businesses—as well as their unique views into those applications.
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In March 2004, Open Text introduced Livelink MeetingZone™ 2.1. This significant new release of our Web conferencing and online meetings product provided the capability to record meetings in real-time, including all standard Livelink MeetingZone interface activities; users can record slide show presentations, application sharing, whiteboard collaboration and more, as well as the accompanying conference call audio communication. After recording a meeting, users can view synchronized teleconference audio with presented visuals of recorded meetings using the Livelink Eloquent Media Server player.
In March 2004, Open Text announced the release of Livelink Instant Messenger™ 1.0, an optional module for Livelink Enterprise Server that provides secure enterprise instant messaging capabilities. In addition to facilitating real-time spontaneous collaboration between enterprise users, Livelink Instant Messenger introduced the concept of user presence to Livelink. Anywhere that a user name appears in the Livelink Enterprise Server interface—such as the project participants list, discussion topics, workflow assignments, and audit trails—that user’s online presence is also indicated, and other users can initiate an instant messaging session with a single click from that user’s name. Similarly, “presence objects” enable users to create an actual Livelink object that represents their online status, and place it in any Livelink container, enabling other users to initiate messaging sessions with them from that presence object.
In March 2004, Open Text introduced Livelink Eloquent Media Server™, a re-branded version of its rich media knowledge delivery and sales readiness solution. This release provided tighter integration with Livelink Enterprise Server, including an updated user interface. Enhanced quiz capabilities and improved system reporting provide a more robust closed-loop training and certification application. Based on rich-media technology acquired by Open Text from Eloquent, Livelink Eloquent Media Server significantly accelerates training for sales forces, provides a training and certification solution for compliance applications, and simultaneously helps large organizations save money.
In February 2004, Open Text announced a modular upgrade for Livelink Enterprise Server’s workflow and forms core components. The focus of this release was on improved usability, performance, and archival as well as improving the automation of common publishing tasks related to revisions, renditions, and generations of documents.
In January 2004, Open Text announced the release of Livelink Enterprise Server 9.2 SP1. This service pack provided enhanced security and controls for administrators, an optimized user authentication cookie, as well as support for Microsoft Office 2003, and other emerging formats.
IT Solutions Based on Livelink Enterprise Server
Open Text offers a range of products based on the Livelink Enterprise Server software platform. Each of the Livelink Enterprise Server products have the server and content repository at its foundation and adds to it a set of specialized capabilities designed to address a particular IT business problem.
| • | Livelink Enterprise Suite™ provides a full range of tightly integrated capabilities, including document management, team collaboration, business process automation, records management, content management, learning and skills management and more. |
| • | Livelink for Knowledge Management™ enables companies to gather, capture, organize, and search all of the organization’s explicit and tacit knowledge assets from a central point of access, no matter where they are located. |
| • | Livelink for Collaboration™ enables the best minds in an organization to form virtual teams to work together more efficiently—to share information, create project workspaces, conduct online meetings, coordinate schedules, automate collaborative processes, assign tasks, discuss issues, and much more—enabling an organization to make better decisions faster. |
| • | Livelink for Business Process Management™ provides organizations with powerful tools for automating business processes from end to end, including sophisticated workflow capabilities, electronic signatures, and a complete solution for designing and managing electronic forms. |
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| • | Livelink for Web Content Management™ is a comprehensive Web content management solution that enables organizations to create and manage content once and re-use it as many times as necessary in a variety of publication types, including intranet, extranet, and Internet sites. Not only does it provide the ability to effectively manage increasing volumes of content, Livelink for Web Content Management makes it easy for business users to author content and participate in the Web content management process, balancing the need for content control with the need for corporate agility and individual empowerment. |
| • | Livelink for Document Management™ is a secure, Web-based solution for managing any type of electronic document. Livelink for Document Management provides access control, version control and history, full audit trails, compound documents, renditions, workflow for document review and approval, full indexing and searching of content and metadata, and much more. |
Business Solutions Based on Livelink Enterprise Server
Open Text offers a selection of business applications built on the Livelink Enterprise Server platform that enable organizations to address particular business needs. The following Livelink Enterprise Server-based applications are available:
| • | Livelink for Accounts Payable™ reduces the cost per transaction of invoice processing through powerful invoice data capture and automated invoice routing. By seamlessly integrating with PeopleSoft Enterprise Financials, Livelink for Accounts Payable provides a robust image repository and workflow solution engine to streamline an organization’s accounts payable business processes. Open Text also offers variants of Livelink for Accounts Payable that provide integration with PeopleSoft Enterprise, EnterpriseOne and WorldSoftware. |
| • | Livelink for Corporate Governance™ provides for the creation, maintenance, testing, remediation and automation of organizational processes and their associated risks. The system provides a specialized workspace for managing Sarbanes-Oxley Section 404 compliance, and also integrates employee training and certification to ensure that the latest internal controls, policies, and procedures are followed throughout the organization. |
| • | Livelink for Program Management™ is a Web-based enterprise program management application that integrates all areas of an enterprise-level project into one comprehensive solution. It enables organizations to automate proprietary program management methodologies according to predefined “stages” and corresponding “gate” review cycles. |
| • | Livelink for Regulated Documents™ was originally designed to meet the stringent requirements of the pharmaceutical industry. Livelink for Regulated Documents is a complete solution to securely manage key documents throughout a controlled lifecycle in compliance with all relevant regulatory requirements. |
Industry Specific Solutions Based on Livelink Enterprise Server
Open Text offers a selection of industry-specific applications built on the Livelink Enterprise Server platform that enables organizations to address industry-specific business needs. The following Livelink-based applications are available:
| • | Livelink for Clinicals™ provides the knowledge management and collaboration infrastructures that enable pharmaceutical employees to share, manage, and analyze clinical trial data throughout the entire clinical trial process. |
| • | Livelink for Construction Management™ is a collaborative, Web-based environment that primary contractors on construction and engineering projects can use to coordinate the work of many dispersed sub-contractors and vendors to streamline the design, building, operation, and maintenance of any construction-related project. |
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| • | Livelink for Customer Due Diligence™ provides an integrated business process and records management solution that ensures timely due diligence reviews of customer information and compliance with anti-money laundering regulations. |
| • | Livelink for Exploration and Development™ provides a comprehensive means for managing upstream energy projects including drilling and completion, facility design, construction and shutdown, multi-well field development, prospect identification, asset management, new country entry and exist, and strategic planning. |
Livelink Development Tools
Livelink Enterprise Server is highly scalable, extensible and customizable through the use of the Livelink SDK™ (Software Development Kit). The Livelink SDK consists of the Livelink Application Program Interface™ (“LAPI”) and the Livelink Builder™, an object-oriented application development environment designed specifically for building collaborative intranet solutions. Livelink Builder offers customers the ability to customize and extend the features of Livelink to meet their particular needs. LAPI includes Web Services for supporting application development in Microsoft .NET and J2EE environments, as well as native programming interfaces.
Scalability and extensibility have come as much to the forefront as factors in corporate spending decisions as return on investment. Organizations need to be able to develop business cases that not only show short-term profitability, but also long-term interoperability. They need to support direct interactions between all of their applications, to build an environment that makes the most out of corporate content—regardless of where it resides, in what format and on what platform. The integration of structured and unstructured data into a consolidated Enterprise Content Management (ECM) repository requires a framework of communication that supports XML and Internet-based protocols, to extract the maximum value from information and make the most of business opportunities.
Open Text recognizes the need for interoperability; extending the capabilities introduced by the Livelink SDK to leverage the scalability of XML, Livelink Web Services enables rapid development and deployment of customizations to Livelink Enterprise Server, and to integrations between Livelink Enterprise Server and other enterprise applications.
Livelink Optional and Embedded Modules
Open Text offers a wide selection of modules that allow organizations to easily extend and enhance the functionality of Livelink Enterprise Server to suit their evolving business requirements. The following modules are available separately or bundled as part of a solution offering described above:
| • | Livelink Activator™ for CORBA® Development Kit enables organizations to create applications that extend Livelink Enterprise Server’s functionality and integrate Livelink Enterprise Server with external systems using Common Object Request Broker Architecture (CORBA) services. |
| • | Livelink Activator™ for Lotus Notes® makes indexing and retrieving information stored within Lotus Notes quick and easy. |
| • | Livelink Activator™ for SAP/R3® allows users to leverage their existing legacy systems, providing seamless connectivity between the Livelink Enterprise Server and the R/3 System. |
| • | Livelink Archive™ for SAP® R/3®: Certified by SAP, Livelink Archive for SAP R/3 is based on SAP’s ArchiveLink® interface, which links SAP applications to external storage systems such as Livelink Enterprise Server. Livelink Archive for SAP R/3 enables Livelink Enterprise Server to be used as the archive for SAP R/3 documents. |
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| • | Livelink Appearance™ enables easy enhancement of the Livelink Enterprise Server user interface. Two components, Appearance XML and Appearance HTML, give users the flexibility to customize the interface using XSL style sheets or simple HTML coding. Users apply UI customizations to a folder location or on a system-wide basis. |
| • | Livelink Brokered Search™ allows users to submit a single search query to multiple data sources and receive a unified set of results. Brokered Search combines results from multiple Livelink Enterprise Server repositories, Microsoft® Exchange Public Folders, public and internal search engines, as well as from legacy data sources and other authenticated sites. |
| • | Livelink for Libraries Integration™ allows organizations to extend the reach of their library and its functionality by making it an integral part of their enterprise knowledge architecture. |
| • | Livelink CADManager™ for AutoCAD is the first in a series of products designed to introduce data from engineering departments into a corporate document management system. To manage the complex relationships of engineering drawings in the Livelink Enterprise Server repository, Livelink CADManager for AutoCAD includes an intuitive structure that differentiates between parent relationships, children relationships, and more. Livelink CADManager for AutoCAD provides seamless access to the Livelink Enterprise Server repository directly from AutoCAD menus, so engineers can interact with Livelink Enterprise Server via the familiar AutoCAD interface. |
| • | Livelink CADManager™ for MicroStation continues the Livelink CADManager series of products, which are designed to bring engineering departments into the corporate document management system. Livelink CADManager for MicroStation provides seamless access to the Livelink Enterprise Server repository directly from MicroStation menus, simplifying use of the system for engineers. Livelink CADManager for MicroStation also provides a structure to support and manage the complex relationships between CAD drawings within the Livelink Enterprise Server repository. |
The ability to maintain work-in-progress drawings within the Livelink Enterprise Server repository provides a secure and collaborative work environment for engineers. With Livelink CADManager for MicroStation, engineers can leverage other Livelink Enterprise Server tools, such as Livelink Enterprise Server’s workflow engine to route documents for review and approval and the Livelink MeetingZone online meeting tool to conduct real-time collaborative reviews of drawings and other documents.
| • | Livelink Classifications™ allows Classification Librarians to define a taxonomy of classifications in Livelink Enterprise Server. When documents are added to the Livelink repository, they can be associated with a particular classification by one of the following means: manual, assisted, or automatic. |
| • | Livelink Collaborative Document Review and Approval™ provides a controlled, user-friendly collaborative environment that accelerates the process of document review in Livelink Enterprise Server. It enables users to quickly submit a document for review, regulate the review participants and order, review and annotate a document, and report on the status of a document review. |
| • | Livelink Collections Server Integration™ enables organizations to integrate their corporate library and information centers into a collaborative enterprise knowledge network. This module provides an ideal solution for combining the collaborative features of Livelink Enterprise Server with the data collection management features of Livelink Collections Server. |
| • | Livelink DB Backup Validator™ ensures the integrity of a Livelink Enterprise Server database backup for installations using external storage. It enables the Livelink Enterprise Server Administrator to synchronize database and external storage images upon restoration. |
| • | Livelink Directory Services™ allows organizations to administer users and groups for each Livelink Enterprise Server system from within a central directory. This module synchronizes with a central directory service and provides single logon access for network users. |
| • | Livelink eLink™ can be integrated with any standard e-mail application and enables users to participate in Livelink Enterprise Server discussions and receive enhanced e-mail notification of Livelink events. |
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| • | Livelink eForms Management™ is a complete electronic forms solution for automating both internal and external forms and the business processes that they drive. Forms created with the eForm Designer can be used to initiate workflows, to gather information in multiple workflow steps, and to make workflow routing decisions. Form data can automatically be sent to external database applications and complete form images can be stored in the Livelink Enterprise Server repository. |
| • | Livelink Enhanced Renditions™ is an optional module that augments the core functionality of the Renditions component of Livelink Enterprise Server. With Livelink Enhanced Renditions, users can schedule the creation of PDF renditions of documents in the Livelink Enterprise Server repository with a single click. Users specify containers to be monitored by Livelink Enhanced Renditions, and when new documents or versions are added in these areas, the new content is automatically rendered to PDF. |
| • | Livelink eSign™ adds electronic signature capabilities to Livelink Enterprise Server and also provides enhanced audit trails for signing events, enhanced security features such as the ability to lock users out after multiple failed log-in attempts, and the ability to initiate a signing approval workflow from a document. |
| • | Livelink Explorer™ provides users with access to Livelink Enterprise Server content and functionality from their Microsoft Windows desktop. In Microsoft Windows Explorer, users can navigate the Livelink hierarchy and perform all Livelink Enterprise Server functions. Users also have direct access to Livelink Enterprise Server from popular desktop productivity tools, such as Micrsoft Word®, Excel®, and Outlook®, and Adobe Acrobat®. In addition, mobile users can also mark content in Livelink Enterprise Server for offline viewing in Microsoft Windows Explorer when they are not connected for the corporate network. |
| • | Livelink Instant Messenger™ enhances the collaborative aspects of Livelink Enterprise Server, by indicating the online presence of users wherever a user name appears in the interface, such as in a project participants list, a discussion topic, workflow assignment details, and so on. By tightly integrating presence with the Livelink Enterprise Server user interface, users are always a single click away from a quick collaborative exchange. In addition to peer-to-peer communication, users can host a spontaneous virtual meeting in a public conference room, and project managers can create and host regular chat sessions for team members in project conference rooms. Livelink Instant Messenger provides a powerful solution to the enterprise risks associated with the proliferation of commercial instant messaging applications within organizations. In addition, Livelink Instant Messenger extends compliance to an organization’s instant messaging framework. Conference chat transcripts can be archived, and in turn, are fully indexed and auditable—with a quick search it can be easily determined who said what to whom, and when. |
| • | Livelink Internal Controls™ is an option for Livelink Enterprise Server that uses the Committee of Sponsoring Organizations of the Treadway Commission (COSO) framework as a reference model to integrate and organize standard risk and control components into a single platform, which effectively addresses the range of activities required to govern an enterprise today, including compliance to Sarbanes Oxley Section 404. |
| • | Livelink Learning Management™ is a Learning Management System (LMS) that delivers a comprehensive Web-based system for training management, combining extensive training functionality with a centralized knowledge base. With Livelink Learning Management, you can manage entire corporate learning processes, from the identification of training gaps to course delivery and display and the evaluation of the impact of training. |
| • | Livelink MeetingZone™ enables members of geographically dispersed teams, including customers, suppliers, consultants, and other trading partners, to attend real-time virtual Web meetings, regardless of their location, using a standard Web browser, and then save the virtual meeting content in Livelink automatically. |
| • | Livelink Multi-Volume Provider™ enables administrators to integrate multiple file stores with the Livelink repository. This ability to store content in multiple locations on the external file store better guarantees that space is always available in the Livelink Enterprise Server repository. |
| • | Livelink Multi-File Output™ is an option for Livelink Enterprise Server. Common business processes, such as responding to customer inquiries or consolidating weekly reports, require rapid output of multiple |
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| documents from the content repository, while minimizing the download time for the user. Livelink Multi-File Output makes it simple and fast to download, email, or print single or multiple documents directly from Livelink Enterprise Server. |
| • | Livelink Object Importer™ is used to import large quantities of objects into Livelink Enterprise Server from a file system. It is capable of importing different types of objects—documents, compound documents, folders, projects and URLs—which distinguishes it from other import or migration tools. |
| • | Livelink Online Office Document Editor™ enables users to collaboratively edit Microsoft® Word, Excel, and PowerPoint documents directly from Livelink Enterprise Server. |
| • | Livelink OnTime™ allows users to schedule group and project team meetings. Fully integrated with Livelink Enterprise Server, this module provides users with secure access to other users’ personal calendar information, project team calendars and resources. |
| • | Livelink Performance Analyzer™ is an option for Livelink Enterprise Server. Livelink Performance Analyzer is a powerful tool that enables administrators to generate comprehensive reports detailing Livelink Enterprise Server system performance, usage, and availability. |
| • | Livelink Portal™ provides a portal framework that enables organizations to control the access and distribution of corporate information from a unified point of access. Livelink Portal enables companies to aggregate content from their Livelink Enterprise Server system, and unify the content of ERP, CRM, and other systems, into a single, consolidated interface that facilitates rapid user access and supports enterprise-wide business processes. |
| • | Livelink Print Documents™ enables users to print documents directly from the Livelink Enterprise Server interface, rather than having to open the document in its native application. Livelink Print Documents supports printing of single and multiple documents, as well as entire folders of documents with a single click. |
| • | Livelink Privacy Panel™ is a security extension for Livelink that enables users to “hide” from other users on the system. Livelink Privacy Panel restricts general access to Livelink User and Group objects, assuring anonymity for all users. |
| • | Livelink Prospectors™ allows users to create their own personalized, virtual research assistants. Based on custom user preferences, prospectors scour internal networks and targeted Web sites for information users need to get their jobs done. |
| • | Livelink Records Management™ adds records management functions and capabilities to Livelink Enterprise Server, enabling it to become the first comprehensive, Web-based, full lifecycle knowledge management and records management solution for the entire enterprise. |
| • | Livelink Recycle Bin™ enables users to restore previously deleted objects in Livelink Enterprise Server. Users are given access to an area from which deleted documents and other objects can be retrieved rather than being permanently deleted. It provides functionality beyond what is offered in Livelink Enterprise Server’s Document Undelete facility. |
| • | Livelink Remote Cache™ reduces network traffic and improves access speed for remote users by caching documents, HTML renditions and graphical content at remote sites. |
| • | Livelink Review™ Manager for Acrobat adds Adobe® Acrobat® review and comment features and capabilities to Livelink Enterprise Server. With Livelink Review Manager for Acrobat, users can add comments and make text and graphic markups to documents from within Livelink Enterprise Server without compromising the integrity of the original document. |
| • | Livelink SEA Servlet™ is a J2EE servlet component that enables the successful implementation of the SEA (Secure Extranet Architecture). It replaces the J2EE servlet that is included with Livelink Enterprise Server version 9.1.0.3 and later. The SEA Servlet eliminates the need for a file system mapping to the Livelink |
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| Enterprise Server system for file uploads, allowing for security best practices between network tiers. A file system mapping is no longer required; all communication is transmitted via the standard Livelink Enterprise Server port (typically 2099). |
| • | Livelink Secure Connect™ secures user communications between the Livelink Enterprise Server and non-Web clients such as Livelink Explorer, using industry-standard cryptographic encryption technology. |
| • | Livelink Skills Management™ provides the ability to catalog, maintain, and assess levels of expertise possessed by employees. It allows an organization to determine where required knowledge exists within the organization so that it can be leveraged to solve business problems. |
| • | Livelink Spider™ crawls across an organization’s intranet and/or targeted sites on the World Wide Web and automatically finds and indexes new or modified documents, enabling Livelink Enterprise Server to maintain an up-to-date, searchable knowledge base. |
| • | Livelink UNITE™ provides users with a unified, personalizable interface to one or more Livelink Enterprise Server systems. With Livelink UNITE, users can filter access to Livelink Enterprise Server content and services, including workspaces, documents, meetings, discussions, search, and more, by organizing them into a personalized set of virtual workspaces and context maps arranged on a series of tabbed pages. |
| • | Livelink WebDAV™ provides a standard-based gateway to Livelink Enterprise Server via the Web Distributed Authoring and Versioning (WebDAV) protocol. Users can access, create, and manage Livelink folders and documents directly from popular desktop applications that support WebDAV, including Microsoft® Office and WebFolders and Adobe® applications. |
| • | Livelink WebReports™ is a powerful reporting tool that extends Livelink Enterprise Server’s LiveReports to provide a platform that meets challenging business reporting requirements within Livelink. Without additional customization, any number of reporting applications can be created, ranging from simple, easy-to-read report outputs, to complex interactive applications using browser languages such as JavaScript to complement Livelink features with client side functionality. |
| • | Livelink Wireless™ gives mobile professionals access to Livelink Enterprise Server’s Web-based collaborative features using a variety of handheld and wireless devices, including a Web-enabled WAP or iMode cellular telephone, Palm OS® device or RIM Blackberry™ pager. |
| • | Livelink XML Workflow Interchange™ enables Livelink Enterprise Server workflows to interact with other system through the exchange of XML-based HTTP messages that are used to update information in external systems or to retrieve information from those systems to make routing decisions or update information in Livelink Enterprise Server. This option also provides the ability to initiate a Livelink Enterprise Server workflow remotely via HTTP. |
Information Retrieval is Pervasive
Open Text’s heritage is rooted in information retrieval and that heritage is pervasive throughout the Livelink Enterprise Server product. Livelink Enterprise Server’s Information Retrieval functionality helps users find and access information from anywhere throughout the enterprise—including the corporate information repository, corporate Web sites and across the Internet. Authorized users have on-demand access to information even if their knowledge base spans distributed and diverse network environments. More than full-text search and retrieval, Livelink Enterprise Server provides an integrated set of information retrieval tools, including intelligent agents and sophisticated reports that give users unprecedented insight into the knowledge, actions and activities being developed throughout an organization.
Livelink Enterprise Server’s Information Retrieval provides high performance and linear scaling, even across millions of documents and terabytes of information. Livelink Enterprise Server allows an organization to build searchable databases of virtually any size by indexing documents, files and other objects in any standard format, including XML, HTML, PDF and other popular file formats. It recognizes that documents are often
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characterized by complex structures. For example, documents often contain titles, headings, sections, subsections and paragraphs. Open Text’s search engine can search any number of different, user-defined document structures. It supports SGML and XML, the key international standards for structured documents.
Sophisticated search features include the ability to examine a subset of the index (“slices”), contextual/proximity searching, an advanced query builder interface, thesaurus support, word stemming, “sounds like” searching, and a powerful end-user query language. Livelink Enterprise Server’s Data Flows facilitate moving information between Livelink Enterprise Server and other data sources (e.g., a user could create a data flow which crawls a number of competitor’s Web sites, converts all the information to PDF format, and indexes it as different slices for searching).
IXOS Products and Solutions
With the acquisition and integration of IXOS, Open Text’s product suite continues to expand. The IXOS 6 Suite of products break down the barriers to business content by integrating seamlessly into and across ERP, CRM, portals, and groupware applications by leading vendors like SAP, Siebel, Microsoft, and IBM Lotus. Finding the right information and documents quickly reduces processing time in fundamental business processes supported by these enterprise systems. Additionally, proper management of the supporting business documents in these enterprise processes is a growing subject of additional regulatory scrutiny.
IXOS Suite Products
The IXOS 6 Suite consists of the following product and solution components:
| • | Platform—the IXOS Enterprise Content Repository |
| • | Business Process Management |
| • | Production Document Management |
| • | Web Content Management |
| • | Archiving |
| • | IXOS Enterprise Content Repository. At the heart of the IXOS 6 Suite is the highly scalable common Enterprise Content Repository (ECR) where all relevant content and its associated context information (meta information like author, version, attributes, access rights, etc.) is stored and kept available for ongoing access. This comprehensive content management platform can manage and archive even the highest volumes of data and documents, and seamlessly integrates into leading enterprise applications. As the IXOS 6 Suite implements one consistent data archive infrastructure across all ECM components, it enables customers to apply one consistent content lifecycle policy across all content types—regardless of the content’s origin. IXOS 6 infrastructure seamlessly manages and integrates applications so that data redundancy can be avoided while still providing access to all enterprise content. |
| • | IXOS Business Process Management (BPM). IXOS Business Process Management takes control of business processes by providing tools to create an automated workflow framework. The tight integration with the IXOS 6 Enterprise Content Repository ensures existing documents and data are quickly and securely accessed, distributed, approved and released in the appropriate business context. IXOS BPM is a highly scalable and intuitive solution that connects people, content and business applications. Its advantage is the combination of proven, full-featured BPM capabilities, a fast and easy process design, and an easy-to-use interface that leads to efficient and cost-effective implementation of business processes. IXOS BPM can be seamlessly integrated with leading ERP and CRM systems (WFMC conformable). Companies can also include employees, business partners or customers who occasionally need to participate in an ERP or CRM workflow using the money-saving IXOS BPM solution. This provides real-time access to electronic business processes, without the ERP or CRM installation and training expense. |
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| • | IXOS Production Document Management. IXOS Production Document Management enables a company to migrate content and its associated meta data into a central, strategic repository at the earliest possible moment to make it accessible not only through the originating application but also through all business applications. Order workflows, for example, are expedited because incoming paper orders are automatically scanned, linked to the ERP application’s workflow and forwarded to the appropriate employee for processing. Whether the workflow is managed in an ERP, CRM, custom application or IXOS Business Process Management, documents can be retrieved from any authorized desktop or browser, in exactly the right business context without accessing the original application and without delays. IXOS DM, with its extensible business framework and extensive integration capabilities, also allows customers to build specific business-oriented applications and assemble all relevant information in the context users need to support their business processes. |
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