OpenText Information Archive - Microsoft Planner Integration and Automation

Common Integration Use Cases Between OpenText Information Archive and Microsoft Planner

1. Archive Retention Tasks for Legacy System Decommissioning

Data flow: OpenText Information Archive ? Microsoft Planner

When legacy applications are retired and their data is moved into OpenText Information Archive, Planner can be used to manage the operational work required to complete the decommissioning program. Archive-related milestones such as data validation, legal hold review, user acceptance, and system shutdown can be created as Planner tasks and assigned to IT, compliance, and business owners.

Business value: Improves coordination across teams, reduces missed steps during system retirement, and helps ensure archived data remains accessible and compliant after shutdown.

2. Compliance Review and Disposition Work Management

Data flow: OpenText Information Archive ? Microsoft Planner

OpenText Information Archive can trigger Planner tasks when records reach retention review or disposition eligibility. Compliance teams can receive task cards to review whether records should be retained, disposed of, or placed on legal hold. Each task can include record category, retention policy reference, and required approval steps.

Business value: Supports consistent retention governance, reduces manual tracking, and helps organizations meet regulatory obligations on time.

3. Legal Hold Coordination Across Departments

Data flow: OpenText Information Archive ? Microsoft Planner

When a legal hold is applied in OpenText Information Archive, Planner can generate tasks for legal, records management, and IT teams to confirm affected content, notify stakeholders, and suspend disposition activities. Tasks can be grouped by case or matter to track completion status across departments.

Business value: Strengthens defensible hold processes, improves accountability, and reduces the risk of accidental deletion of regulated content.

4. Archive Access Request Fulfillment

Data flow: Microsoft Planner ? OpenText Information Archive

Business users or support teams can create Planner tasks for archived data access requests, such as retrieving historical invoices, contracts, or employee records from OpenText Information Archive. The task can route to the archive administrator or records team, who then locate and provide the requested content.

Business value: Creates a simple intake and tracking process for archive retrieval requests, improving service response times and visibility.

5. Audit and Certification Task Tracking for Archived Content

Data flow: OpenText Information Archive ? Microsoft Planner

OpenText Information Archive can feed Planner with recurring tasks for archive audits, retention certification, and access review cycles. For example, quarterly tasks can be assigned to compliance officers to verify that archived content remains properly classified, retained, and protected.

Business value: Helps maintain audit readiness, supports internal controls, and provides a clear work queue for recurring governance activities.

6. Records Migration Project Coordination

Data flow: Bi-directional

During migration from active systems into OpenText Information Archive, Planner can be used to manage the project plan while archive events update task status. As data loads are completed, validated, or rejected, corresponding Planner tasks can be updated to reflect progress. Project managers can use Planner to track dependencies across business, IT, and compliance workstreams.

Business value: Improves visibility into migration progress, reduces coordination gaps, and supports controlled cutover to the archive platform.

7. Exception Handling for Failed Archive Loads or Data Quality Issues

Data flow: OpenText Information Archive ? Microsoft Planner

If OpenText Information Archive detects failed ingestion, metadata mismatches, or incomplete retention attributes, it can create Planner tasks for data stewards or IT support teams to investigate and resolve the issue. Tasks can include the affected source system, error details, and required remediation steps.

Business value: Speeds up issue resolution, improves archive data quality, and reduces the operational burden of manual exception tracking.