OpenText Extended ECM - Content Server - Glean Integration and Automation

Common Integration Use Cases Between OpenText Extended ECM - Content Server and Glean

OpenText Extended ECM - Content Server provides governed enterprise content management, while Glean adds AI-powered enterprise search and knowledge discovery across systems. Together, they can improve how employees find, access, and act on trusted content without weakening content governance.

1. Federated search across governed content repositories

Data flow: OpenText Extended ECM - Content Server to Glean

Index approved documents, records, and project files stored in OpenText into Glean so employees can search across enterprise content using natural language. This helps legal, finance, HR, and operations teams quickly locate the latest policy, contract, or project artifact without navigating multiple folders or sites.

• Reduces time spent searching for controlled documents
• Improves reuse of approved content
• Preserves OpenText permissions and access controls in search results

2. AI-assisted knowledge discovery for project and case teams

Data flow: Bi-directional

Use Glean to surface related documents, prior decisions, and subject matter experts from OpenText based on a project, case, or client query. Users can then open the authoritative content in OpenText for full context, version history, and governance. This is especially useful for consulting, engineering, and customer service teams working on recurring issues or complex deliverables.

• Speeds up onboarding to active projects
• Connects people to both content and expertise
• Supports better decision making with historical context

3. Policy and procedure lookup for employees

Data flow: OpenText Extended ECM - Content Server to Glean

Publish controlled HR, compliance, IT, and operational policies from OpenText into Glean so employees can ask questions like how to request leave, how to handle a vendor contract, or where to find the latest security procedure. Glean returns the most relevant policy and points users to the official OpenText source.

• Improves self-service for common employee questions
• Reduces help desk and HR support volume
• Ensures employees access current approved content

4. Contract and legal document intelligence

Data flow: OpenText Extended ECM - Content Server to Glean

Expose executed contracts, amendments, and legal templates stored in OpenText to Glean so legal and procurement teams can quickly identify similar clauses, renewal dates, obligations, and precedent documents. Users can search by business question rather than file name or folder location.

• Accelerates contract review and negotiation
• Improves visibility into obligations and renewal risks
• Supports faster precedent lookup for legal teams

5. Records and audit evidence retrieval

Data flow: OpenText Extended ECM - Content Server to Glean

Make records, audit evidence, and compliance artifacts searchable in Glean while keeping OpenText as the system of record. Audit, risk, and compliance teams can quickly locate supporting documents for controls testing, regulatory inquiries, and internal investigations.

• Shortens audit preparation cycles
• Improves traceability to source records
• Maintains retention and disposition governance in OpenText

6. Guided content creation using prior approved materials

Data flow: Bi-directional

Employees can use Glean to find approved templates, sample deliverables, and prior versions stored in OpenText when creating new proposals, reports, or client-facing documents. After creation, the final approved version can be stored back in OpenText for governance, version control, and lifecycle management.

• Improves consistency of business documents
• Reduces duplicate content creation
• Ensures final artifacts are retained in the governed repository

7. Expert and content routing for operational questions

Data flow: OpenText Extended ECM - Content Server to Glean

When users search for a topic in Glean, the platform can surface both relevant OpenText content and the teams or authors associated with those documents. This helps operations, sales, and support teams quickly identify the right owner for a process, policy, or customer issue.

• Improves collaboration across departments
• Reduces dependency on informal knowledge channels
• Helps users find both answers and accountable owners

8. Enterprise knowledge layer for regulated content access

Data flow: OpenText Extended ECM - Content Server to Glean

Use Glean as the discovery layer for content stored in OpenText, while OpenText continues to enforce permissions, retention, and records policies. This is valuable for regulated industries such as financial services, healthcare, and manufacturing where employees need fast access to information without compromising governance.

• Balances usability with compliance
• Provides a single search experience across governed content
• Supports secure access to sensitive enterprise information