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Drupal - OpenText Extended ECM Platform Integration and Automation

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Common Integration Use Cases Between Drupal and OpenText Extended ECM Platform

Drupal and OpenText Extended ECM Platform complement each other well in enterprise environments where Drupal serves as the public-facing digital experience layer and OpenText Extended ECM Platform provides governed content management, records handling, and business process integration. The following use cases focus on practical workflows that improve content control, operational efficiency, and collaboration across teams.

1. Publish governed documents from OpenText Extended ECM Platform to Drupal

Direction: OpenText Extended ECM Platform to Drupal

Business teams can manage approved documents, policies, product sheets, or service guides in OpenText Extended ECM Platform and publish selected content to Drupal for public or partner-facing consumption. This ensures that only approved and version-controlled content appears on the website while content owners retain governance in the ECM system.

  • Legal, compliance, or product teams approve content in OpenText Extended ECM Platform
  • Drupal pulls the latest approved version for web publication
  • Expired or superseded documents are automatically removed or replaced

Business value: Reduces publishing errors, improves compliance, and shortens the time needed to update regulated or high-value content.

2. Capture Drupal form submissions into OpenText Extended ECM Platform

Direction: Drupal to OpenText Extended ECM Platform

Drupal forms used for applications, service requests, complaints, registrations, or document submissions can automatically create records in OpenText Extended ECM Platform. Submitted data and attachments are stored in a controlled repository and routed to the appropriate business process or case.

  • Citizen or customer submits a form on Drupal
  • Submission is stored as a case, folder, or document set in OpenText Extended ECM Platform
  • Attachments are indexed and linked to the related workflow

Business value: Eliminates manual rekeying, improves traceability, and supports audit-ready case handling.

3. Sync approved content metadata for search and personalization

Direction: Bi-directional

Drupal can consume metadata from OpenText Extended ECM Platform such as document type, owner, status, expiry date, and business category to drive search, filtering, and personalized content display. In return, Drupal can send engagement or content usage signals back to OpenText Extended ECM Platform for reporting and governance.

  • OpenText Extended ECM Platform provides structured metadata for content assets
  • Drupal uses metadata to improve navigation and content discovery
  • Usage analytics from Drupal help content owners understand demand

Business value: Improves content findability, supports targeted experiences, and gives governance teams better insight into content performance.

4. Manage policy and compliance content lifecycle

Direction: OpenText Extended ECM Platform to Drupal

Organizations can maintain policies, procedures, terms and conditions, and compliance notices in OpenText Extended ECM Platform, where review and approval workflows are controlled. Once approved, Drupal publishes the current version to the website, intranet, or portal. When a document is revised, Drupal is updated automatically to reflect the new version.

  • Policy owners draft and approve content in OpenText Extended ECM Platform
  • Drupal displays the current approved version on relevant pages
  • Version history remains preserved in OpenText Extended ECM Platform

Business value: Ensures public content remains accurate and compliant while reducing the risk of outdated information being published.

5. Support customer or partner portals with governed document access

Direction: OpenText Extended ECM Platform to Drupal

Drupal can act as a secure portal for customers, suppliers, or partners to access documents stored in OpenText Extended ECM Platform. Access is controlled by role, account, or case context, allowing users to view only the documents relevant to them, such as contracts, invoices, service reports, or onboarding packs.

  • Drupal provides the portal experience and authentication layer
  • OpenText Extended ECM Platform stores and governs the documents
  • Permissions are inherited from business rules or user roles

Business value: Improves self-service, reduces support calls, and centralizes document governance without exposing the repository directly.

6. Route website-generated content into enterprise records management

Direction: Drupal to OpenText Extended ECM Platform

Content created in Drupal, such as news articles, event pages, campaign assets, or public notices, can be archived into OpenText Extended ECM Platform for retention, legal hold, or records management. This is especially useful for regulated industries and public sector organizations that must preserve published web content as official records.

  • Drupal publishes content to the website
  • A copy of the final published version is archived in OpenText Extended ECM Platform
  • Retention rules and disposition schedules are applied centrally

Business value: Supports compliance, simplifies records retention, and creates a defensible archive of published web content.

7. Link web content to enterprise documents and case files

Direction: Bi-directional

Drupal pages can display links, previews, or embedded references to related documents stored in OpenText Extended ECM Platform, such as project files, product documentation, or case-related records. Users can move from a public or internal Drupal page to the authoritative content in OpenText Extended ECM Platform without duplicating files.

  • Drupal presents contextual content on pages or dashboards
  • OpenText Extended ECM Platform remains the system of record
  • Users can navigate between web content and governed documents

Business value: Reduces content duplication, improves user experience, and keeps authoritative documents in one governed repository.

These integration patterns are especially valuable for organizations that need a strong digital front end in Drupal while maintaining enterprise-grade content governance, compliance, and workflow control in OpenText Extended ECM Platform.

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