OpenText Magellan BI & Reporting - Preservica Integration and Automation

Common Integration Use Cases Between OpenText Magellan BI & Reporting and Preservica

OpenText Magellan BI & Reporting provides analytics, dashboards, and operational reporting across structured and unstructured enterprise data. Preservica is a digital preservation platform used to archive, preserve, and provide long-term access to records and content that must remain authentic, searchable, and compliant over time. Together, they can support reporting on preservation operations, compliance status, content lifecycle performance, and access trends across records and archives.

1. Preservation Compliance and Audit Reporting

Data flow: Preservica to OpenText Magellan BI & Reporting

Preservica can feed metadata about retained records, retention schedules, legal holds, disposition actions, and preservation status into OpenText Magellan BI & Reporting to create compliance dashboards for legal, records management, and audit teams.

• Track records nearing retention expiry
• Monitor disposition exceptions and overdue reviews
• Report on audit trail completeness and preservation actions
• Support regulatory reporting for public sector, financial services, and healthcare

2. Archive Growth and Storage Cost Analytics

Data flow: Preservica to OpenText Magellan BI & Reporting

Preservica content volume, file type distribution, ingest rates, and storage consumption can be analyzed in OpenText Magellan BI & Reporting to help IT and information governance teams forecast archive growth and optimize storage planning.

• Measure archive growth by department, record class, or business unit
• Identify large or high-growth content categories
• Forecast storage and infrastructure demand
• Support budget planning for long-term digital preservation

3. Access and Usage Reporting for Archived Content

Data flow: Preservica to OpenText Magellan BI & Reporting

Preservica access logs and usage metadata can be combined with OpenText Magellan BI & Reporting to show which archived collections are being accessed, by whom, and for what purpose. This helps archives, legal, and business teams understand demand and prioritize digitization or access improvements.

• Identify frequently accessed historical records
• Track user access by department or location
• Measure response times for archive retrieval requests
• Support service improvement for research and legal discovery requests

4. Records Lifecycle Performance Dashboards

Data flow: Preservica to OpenText Magellan BI & Reporting

Preservica can provide lifecycle event data such as ingest, review, retention trigger, transfer, and disposition milestones. OpenText Magellan BI & Reporting can turn this into operational dashboards for records managers to monitor process efficiency and bottlenecks.

• Measure average time from ingest to classification
• Track backlog in retention review queues
• Highlight departments with delayed records transfers
• Improve governance process accountability

5. Executive Reporting on Digital Preservation Program Health

Data flow: Preservica to OpenText Magellan BI & Reporting

Preservica operational and preservation metadata can be consolidated into executive dashboards in OpenText Magellan BI & Reporting to provide leadership with a clear view of archive health, compliance posture, and program maturity.

• Show percentage of content preserved to policy
• Report on failed ingest or validation events
• Summarize legal hold volumes and active retention cases
• Provide KPI views for governance committees

6. Cross-System Reporting for Content Provenance and Authenticity

Data flow: Bi-directional

Preservica can supply preservation metadata such as fixity checks, version history, and provenance details, while OpenText Magellan BI & Reporting can combine this with source-system or business metadata to create trusted reporting on content authenticity and chain of custody.

• Validate that archived records remain unchanged over time
• Correlate source system origin with preservation status
• Support evidentiary reporting for legal and regulatory use
• Improve trust in archived documents used for decision-making

7. Departmental Archive Service Reporting and SLA Management

Data flow: Preservica to OpenText Magellan BI & Reporting

Service teams can use Preservica request and retrieval data in OpenText Magellan BI & Reporting to monitor archive service levels, turnaround times, and request volumes across departments such as legal, HR, finance, and compliance.

• Track request fulfillment times against SLA targets
• Identify peak demand periods for archive services
• Compare service performance across business units
• Support staffing and process improvements

8. Preservation Program Trend Analysis Across Business Systems

Data flow: Preservica to OpenText Magellan BI & Reporting

Preservica metadata can be combined with data from other enterprise systems already reported in OpenText Magellan BI & Reporting to analyze trends in records creation, retention, and preservation across the organization.

• Compare archive volumes by source application
• Identify business areas generating the most long-term records
• Analyze retention policy adherence over time
• Support enterprise information governance strategy