Drupal - OpenText Extended ECM - Business Workspaces Integration and Automation

Common Integration Use Cases Between Drupal and OpenText Extended ECM - Business Workspaces

1. Customer or Account Portal Linked to a Business Workspace

Data flow: Drupal to OpenText Extended ECM - Business Workspaces

Drupal can serve as the public or authenticated customer portal where users view account information, service requests, and published resources. When a customer submits a request, signs a contract, or uploads supporting documents, Drupal can create or update a corresponding business workspace in OpenText Extended ECM. The workspace stores the related documents, metadata, approvals, and case history in one governed location.

Business value: Improves customer self-service while giving internal teams a complete, auditable record of all account-related content and interactions.

• Portal users submit forms or documents in Drupal
• OpenText creates a workspace tied to the customer record
• Support, legal, and account teams collaborate on the same content set

2. Project Collaboration Hub for Internal and External Stakeholders

Data flow: Bi-directional

Drupal can provide a project-facing portal for publishing milestones, status updates, and approved documents, while OpenText Extended ECM manages the full project workspace behind the scenes. Project managers can push selected content from OpenText into Drupal for stakeholder visibility, and stakeholders can submit feedback, files, or approvals through Drupal that are then stored in the workspace.

Business value: Reduces email-based project coordination and ensures all project artifacts remain organized, version-controlled, and tied to the project context.

• Drupal displays approved project updates and deliverables
• OpenText stores contracts, plans, meeting notes, and approvals
• External collaborators interact through controlled Drupal forms and uploads

3. Case Management Portal for Government or Regulated Services

Data flow: Drupal to OpenText Extended ECM - Business Workspaces

For government services, licensing, grants, or regulated case handling, Drupal can act as the citizen or applicant front end. Submitted applications, identity documents, and supporting evidence are automatically routed into an OpenText business workspace associated with the case. Case workers then review, annotate, and approve content within a governed workspace.

Business value: Speeds up intake, improves compliance, and creates a complete case file with traceable document history.

• Applicants submit forms and attachments in Drupal
• OpenText creates a case workspace with metadata from the submission
• Review, approval, and audit activities occur in the workspace

4. Content Publishing Workflow with Controlled Approval and Archiving

Data flow: OpenText Extended ECM - Business Workspaces to Drupal

Marketing, communications, or policy teams can draft and approve documents in OpenText workspaces, where version control and governance are enforced. Once approved, final content is published to Drupal as web pages, knowledge articles, or downloadable assets. Drupal becomes the delivery channel, while OpenText remains the system of record for controlled content.

Business value: Ensures only approved content is published and reduces the risk of outdated or noncompliant information appearing on the website.

• Authors collaborate in OpenText on drafts and approvals
• Approved content is pushed to Drupal for web publication
• Expired or superseded content can be archived in OpenText

5. Document Repository for Drupal-Driven Service Requests

Data flow: Drupal to OpenText Extended ECM - Business Workspaces

Drupal forms used for service requests, onboarding, complaints, or claims can automatically create a workspace in OpenText and attach all submitted files. Each request is tracked as a business object with metadata such as request type, priority, owner, and SLA dates. Teams can then manage the request lifecycle in OpenText while users continue to interact through Drupal.

Business value: Centralizes request-related documents and improves operational tracking across departments.

• Drupal captures request data and attachments
• OpenText organizes the request into a governed workspace
• Operations teams manage tasks, evidence, and approvals in one place

6. Knowledge Article Governance and Publication

Data flow: Bi-directional

Subject matter experts can draft knowledge articles, FAQs, or policy guidance in OpenText workspaces, where review and approval workflows are managed. Once approved, Drupal publishes the content to a public or internal knowledge base. User feedback, article ratings, or update requests collected in Drupal can be sent back to OpenText to trigger review or revision.

Business value: Keeps knowledge content accurate, governed, and responsive to user needs.

• OpenText manages article drafting and approval
• Drupal publishes the approved knowledge base
• User feedback in Drupal initiates content updates in OpenText

7. Partner or Supplier Collaboration Portal

Data flow: Drupal to OpenText Extended ECM - Business Workspaces

Drupal can provide a secure portal for suppliers or partners to submit onboarding documents, certifications, compliance forms, or contract updates. Each partner record can map to a dedicated OpenText workspace where procurement, legal, and compliance teams manage the related documents and workflows.

Business value: Streamlines third-party onboarding and improves visibility into supplier compliance status.

• Partners upload documents through Drupal
• OpenText creates a workspace per supplier or partner
• Internal teams review, approve, and retain records with governance controls

8. Multisite Content Reuse with Centralized Document Governance

Data flow: OpenText Extended ECM - Business Workspaces to Drupal

Organizations running multiple Drupal sites can use OpenText as the central repository for governed documents, templates, and approved assets. Drupal sites consume the same approved content from OpenText, reducing duplication across business units, regions, or departments. Updates made in OpenText can be republished to all connected Drupal sites in a controlled manner.

Business value: Reduces content duplication, improves consistency, and simplifies governance across multiple web properties.

• OpenText stores master documents and approved assets
• Drupal sites reuse the same governed content
• Central updates can be distributed to multiple sites efficiently