Where would you like to start?

You already run Content Manager

Find the change that would make everyday work easier, from integration and training to a licensing review. Explore seven ways to get more from it.

You are choosing a records system

Look at recordkeeping requirements, usability, deployment and long-term cost together. Start with the buying questions.

You are planning for AI

Check information quality, access and the way an AI tool will use the records. Plan the information foundations.

Seven ways to get more from Content Manager

Start with the task that is difficult today. The next useful improvement might be configuration, training, integration or an upgrade. It does not need to begin with replacing the system.

Implement, migrate and upgrade

Plan a new implementation, a legacy upgrade, dataset consolidation or a complex migration. Agree mappings, reconciliation and acceptance tests so the team can account for the result. Explore SmartMove bulk import.

Integrate with Microsoft 365

Connect records responsibilities with work in Teams, SharePoint and Outlook. Assess supported integrations, configuration and any additional development against your environment. Microsoft 365 integration.

Build applications and extensions

Give a document-heavy process an interface designed for the people who run it, with the records model, permissions and workflow considered together. We also scope smaller extensions, filing rules, reports and integrations.

Custom development and applications built on Content Manager (page awaiting publication). Licensing, compatibility and any additional data stores are design decisions.

Support with an agreed scope

Choose a support arrangement around the environment, responsibilities and response needs. Confirm plan inclusions, supported versions and upgrade work in the written agreement. Content Manager support.

Train people by role

Build everyday, records-management, administration or technical skills around the work people actually do. Confirm topics, delivery and any badge requirements for the selected training. Content Manager training.

Host Content Manager in Azure

Plan a hosted environment with Content Manager engineers. Agree the subscription model, region, backup and recovery arrangements, security responsibilities and ongoing support for your environment.

Content Manager hosting in Azure.

Review renewal and licensing

Check whether the current quantities and commercial model still fit, and what the next release could change. Keep licensing decisions distinct from upgrade implementation. Renewal and licensing review.

Choosing a records system? Start here.

An electronic document and records management system helps an organisation capture evidence, control access, retain information and manage its eventual disposal. OpenText Content Manager supports physical and electronic records through a configurable records model.

Product capabilities can support recordkeeping requirements. Whether the whole solution meets your obligations depends on the selected release, modules, configuration, business processes and applicable jurisdiction. Evaluate the relevant requirements through evidence and tests of your configuration.

The work people need to do

Test ordinary capture, search and collaboration tasks with the people who will use them. Check supported integrations, metadata, permissions and the migration method.

The controls you need to demonstrate

Define classification, retention, holds, disposal authority, audit and export requirements. Ask for evidence against the exact product version and scope, rather than a general compliance claim.

The cost of running it

Compare supported hosting, security, residency, licensing, support and maintenance over the expected life of the system. Confirm ownership and operational responsibilities.

Six records-management areas to compare

Content Manager was built for records management. Its records-first approach brings classification, access controls, retention and disposal into the way information is managed throughout its life. Compare the proposed configuration, processes and responsibilities with Microsoft 365 and third-party records tools across these six areas.

Files and cases. Configure containers, classification and inheritance around the business context.
Disposal and proof. Map authorities, triggers, holds and approvals, then verify the evidence retained.
Evidence over time. Configure metadata preservation, audit coverage, retention and upgrade checks.
Record security. Test record-level controls and the permissions of every connected system.
Physical and electronic records. Assess physical-file, box and movement workflows alongside digital records.
Records standards and validated export capabilities. Verify the proposed version, configuration and jurisdictional transfer requirements.

Content Manager vs SharePoint and Purview (page awaiting publication): the evidence, qualifications and five evaluation scenarios.

Content Manager and Microsoft 365

Microsoft 365 has native records-management capabilities. The right combination depends on licensing, configuration, governance and the records requirements; third-party integration may be needed in some instances. Read National Archives guidance on Microsoft 365.

Assess on-premises, supported cloud or managed-service options for your environment. Explore Content Manager hosting in Azure.

Give AI a better information foundation

Current policies, clear ownership and appropriate permissions give an AI project a more useful starting point. Records controls can support that work, but they do not by themselves make AI answers safe, accurate or defensible.

Microsoft 365 Copilot uses its documented permission and data-protection model. Other agents and custom integrations need their own checks for identity, permitted operations, processing locations, caches, logs and outputs. A records connection is not a promise that no copies are created.

Capture

Identify what is a record and retain the context needed to understand it.

Govern

Apply appropriate classification, access, retention and accountable review.

Use

Choose approved information and test how the AI system retrieves and processes it.

Review

Check outputs, changes, logs and the records created by the AI workflow.

OpenText documents semantic indexing, semantic search and classification training in Content Manager 26.2. Confirm configuration, training, dependencies and entitlements before planning their use. Do not assume that managing content in place automatically changes Copilot access or answer quality.

AI tools are typically not recordkeeping systems. Identify the outputs that are records and retain them with the required metadata in systems able to manage them. Read National Archives guidance on AI records.

Start with the information outside your governed repositories, decide what needs review or capture, then test an AI pathway on an approved collection. Explore OpenText Voltage Data Security Platform and AI readiness.

A purpose-built application can also connect process work with governed records. Assess which information belongs in Content Manager, what remains in connected systems, and how each AI pathway retrieves and processes it. Applications built on Content Manager (page awaiting publication).

Why bring the work to WyldLynx?

We use it in our own business

OpenText’s published WyldLynx story describes our use of Content Manager for documents, support requests, work tracking and training delivery. How and why, we use Content Manager.

We build on it

SmartTools and DocuSign for Content Manager give you existing products to assess before commissioning a new extension. Compatibility and licensing still need to be checked. A purpose-built application is another option where the process needs its own interface. Explore applications built on Content Manager.

We connect records and technical decisions

A filing rule, migration mapping or disposal workflow needs both technical design and recordkeeping context. Agree the authorities, responsibilities, tests and evidence alongside the configuration.

What useful progress can look like

Make the intended outcome specific enough to review. That could be a reconciled migration, a filing workflow with fewer manual steps, staff who can complete the tasks they were trained for, or a licensing decision based on current needs.

OpenText’s published story about WyldLynx provides one example of extending the product around real business processes. It is evidence from a particular implementation, not a guarantee of the same result for another organisation.

See how WyldLynx uses Content Manager.

Case management at Metro North Health

A November 2022 Information & Data Manager report describes WyldLynx's work on a custom web interface and case-management functions for Metro North Health. The report records a Digital Transformation Award at the 2022 Micro Focus forum. Read the 2022 project report.

Common questions

Is OpenText Content Manager a records-management system?

Yes. It supports electronic document and records management, including physical-record workflows. Assess the exact version, licensed modules and configuration against the requirements you need to meet.

Which records system is best for our organisation?

Compare recordkeeping requirements, everyday usability, supported integration, migration, hosting, support and long-term cost. Content Manager is an option to assess against those needs, not an automatic fit for every organisation.

Content Manager or SharePoint?

Microsoft 365 has native records capabilities, and Content Manager can provide a complementary records-management role. The design depends on your requirements and the supported integration. Explore Microsoft 365 integration. Compare file context, disposal, evidence retention, security, physical records and validated exports in Content Manager vs SharePoint and Purview (page awaiting publication).

Is Content Manager ready for AI and Copilot?

It can support the information controls used in an AI programme. Safe use also depends on permissions, information quality, the retrieval and processing design, and testing. No platform guarantees accurate AI answers. Explore AI readiness.

Can WyldLynx help with licensing and services?

We can discuss licensing and renewal alongside implementation, integration, development, support and training. Confirm the current commercial arrangement and service scope in the offer.

Can you help if another partner implemented our system?

Start with a review of the existing environment and documentation. That establishes what can be supported or improved and whether any implementation work is needed.

We are on an old version. Where do we start?

Tell us the current version, integrations and the tasks that cause difficulty. The next step might be an upgrade, a configuration change or training; compatibility and support need to be assessed.

Can Content Manager run a line-of-business application?

Yes. A custom interface can work with Content Manager records, metadata and workflow. Choose between a Content Manager-centred design, a hybrid application or integration with an existing system after reviewing the process, licensing and technical requirements. Applications built on Content Manager (page awaiting publication).

Can you host Content Manager for us?

We can discuss Content Manager hosting and operation in Azure. Agree the hosting model, supported versions, region, recovery arrangements, security responsibilities and service scope in writing. Explore Content Manager hosting.

How do we get started?

Contact WyldLynx with your version, the people who use it and the outcome you need. We can then discuss a useful starting scope.

OpenText Content Manager