OpenText Extended ECM - Business Workspaces - OpenText Content Storage Service Integration and Automation

Common Integration Use Cases Between OpenText Extended ECM - Business Workspaces and OpenText Content Storage Service

1. Store workspace documents in cloud object storage while keeping business context in Extended ECM

OpenText Extended ECM - Business Workspaces can manage the business context, metadata, and workflow for a customer, project, or case, while OpenText Content Storage Service provides the scalable cloud repository for the underlying documents and large files. This is useful when teams need governed collaboration without expanding on-premises storage.

• Data flow: OpenText Extended ECM - Business Workspaces to OpenText Content Storage Service
• Business value: Reduces storage infrastructure costs, improves scalability, and keeps content accessible from the workspace.
• Typical users: Project teams, legal teams, customer service, and records management.

2. Archive completed workspace content to cloud storage for long-term retention

When a project, case, or customer engagement is closed, final documents and supporting records can be moved from active workspace storage into OpenText Content Storage Service for durable retention. The workspace retains links, metadata, and audit references so users can still find the content from the business object.

• Data flow: OpenText Extended ECM - Business Workspaces to OpenText Content Storage Service
• Business value: Lowers active system footprint, supports retention policies, and simplifies lifecycle management.
• Typical users: Compliance, records management, operations, and business owners.

3. Use cloud storage as the repository for high-volume attachments linked to ERP or CRM workspaces

In ERP or CRM scenarios, business users often attach invoices, contracts, proposals, images, or supporting evidence to a workspace. OpenText Content Storage Service can hold these high-volume files, while Extended ECM maintains the structured relationship to the ERP or CRM object, such as an account, order, or case.

• Data flow: OpenText Extended ECM - Business Workspaces to OpenText Content Storage Service
• Business value: Improves performance in transactional systems and prevents attachment storage from overloading business applications.
• Typical users: Finance, sales, procurement, and customer support.

4. Centralize document access for distributed teams working in the same business workspace

Teams across regions can collaborate in a shared workspace while the actual content is stored in OpenText Content Storage Service for cloud accessibility and durability. Extended ECM provides the governed workspace experience, ensuring users see the right documents, metadata, and workflow tasks regardless of location.

• Data flow: Bi-directional
• Business value: Enables consistent access for distributed teams and reduces dependency on local file shares or regional repositories.
• Typical users: Global project teams, shared services, and regional operations.

5. Support migration from legacy content repositories into cloud storage with workspace preservation

Organizations modernizing legacy content systems can migrate documents into OpenText Content Storage Service while preserving workspace structures, metadata, and business associations in OpenText Extended ECM - Business Workspaces. This allows users to continue working in familiar business contexts after the migration.

• Data flow: Legacy repository to OpenText Content Storage Service, then linked into OpenText Extended ECM - Business Workspaces
• Business value: Reduces migration risk, preserves governance, and avoids disrupting business processes.
• Typical users: IT modernization teams, records managers, and business process owners.

6. Improve workflow performance by offloading large content objects to cloud storage

Workspaces often contain large files such as scans, engineering drawings, multimedia evidence, or bulk correspondence. By storing these objects in OpenText Content Storage Service, Extended ECM can keep workflow execution responsive while still maintaining full document traceability and access control.

• Data flow: OpenText Extended ECM - Business Workspaces to OpenText Content Storage Service
• Business value: Improves user experience, reduces system load, and supports larger content volumes.
• Typical users: Engineering, claims processing, HR case management, and operations.

7. Maintain compliance-ready retention and auditability for workspace content

Extended ECM can manage the business context and approval process, while OpenText Content Storage Service provides durable cloud storage for retained content under policy. This combination is effective for regulated workflows where documents must remain tied to the originating business object and be retained for audit or legal purposes.

• Data flow: Bi-directional
• Business value: Strengthens compliance, supports audit readiness, and simplifies retention enforcement.
• Typical users: Legal, compliance, internal audit, and governance teams.