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Process Overview for Content Management

The Opus content management framework comprises three core modules, and each module addresses distinct organizational needs throughout content management operations.

  • Information Lifecycle – This module focuses on long-term content management from creation to disposal. It applies terms to data for classification, and implements rules for data retention, archiving, and defensible disposal, ensuring data compliance with organizational and governmental policies and reducing risks.

  • Storage Optimization – This module emphasizes efficient storage management and cost savings. It implements rules for data archiving and deletion, freeing up storage space, preventing uncontrolled storage growth, and efficiently managing storage budgets. This module is ideal for organizations with a clear understanding of their content and have strategies to effectively manage and optimize their content.

  • Discovery and Analysis – This module is oriented toward content discovery and in-depth analysis. It enables organizations to optimize their content through data-drive insights. For organizations needing insights into their content and wishing to generate analytical reports before taking any actions, Discovery and Analysis is a better choice.

Supported Functionalities

The following table lists the functionalities supported in Opus modules, organized by their display sequence in the Opus UI.

FunctionalityInformation Lifecyle + Storage OptimizationStorage OptimizationDiscovery and Analysis
Dashboard > Information LifecycleSupportedUnsupportedUnsupported
Dashboard > Storage OptimizationSupportedSupportedUnsupported
Dashboard > Retention and DestructionSupportedSupportedUnsupported
SearchSupportedUnsupportedUnsupported
My Tasks > Records for reviewSupportedUnsupportedUnsupported
My Tasks > Requests for ReviewSupportedUnsupportedUnsupported
My Tasks > Pick List for Loan and ReturnSupportedUnsupportedUnsupported
My Tasks > Pick List for DestructionSupportedUnsupportedUnsupported
My Tasks > Smart Terms for ReviewSupportedUnsupportedUnsupported
Discovery and AnalysisUnsupportedUnsupportedSupported
Terms and Rules > TermsSupportedUnsupportedUnsupported
Terms and Rules > RulesSupportedSupportedUnsupported
Terms and Rules > Approval ProcessesSupportedUnsupportedUnsupported
Content Sources > SharePoint OnlineSupportedSupportedUnsupported
Content Sources > OneDriveSupportedSupportedUnsupported
Content Sources > Exchange OnlineSupportedUnsupportedUnsupported
Content Sources > Google DriveSupportedUnsupportedUnsupported
Content Sources > Physical RecordsSupportedUnsupportedUnsupported
Content Sources > File SystemSupportedUnsupportedUnsupported
Content Sources > SharePoint On-PremisesSupportedUnsupportedUnsupported
Content Sources > Azure File ShareSupportedUnsupportedUnsupported
Content Sources > BoxSupportedUnsupportedUnsupported
Reporting > Content Due for ActionSupportedUnsupportedUnsupported
Reporting > Term UsageSupportedUnsupportedUnsupported
Reporting > Rule UsageSupportedUnsupportedUnsupported
Reporting > Creation and DestructionSupportedUnsupportedUnsupported
Reporting > Admin AuditSupportedSupportedSupported
Reporting > Action AuditSupportedSupportedUnsupported
Reporting > Available SpaceSupportedUnsupportedUnsupported
Reporting > Archived SitesSupportedSupportedUnsupported
Reporting > Restored DataSupportedSupportedUnsupported
Maestro AISupportedUnsupportedUnsupported
Physical RecordsSupportedUnsupportedUnsupported
Restore CenterSupportedSupportedUnsupported
Download CenterSupportedSupportedSupported
Job MonitorSupportedSupportedSupported
Settings > General SettingsSupportedSupportedSupported
Settings > Global Storage SettingsSupportedSupportedUnsupported
Settings > Export SettingsSupportedSupportedUnsupported
Settings > Schedule SettingsSupportedSupportedUnsupported
Settings > Email Template ManagementSupportedSupportedUnsupported
Settings > Account ManagementSupportedSupportedUnsupported
Settings > ConnectorSupportedUnsupportedUnsupported
Settings > Agent ManagementSupportedUnsupportedUnsupported
Settings > Stub Template ManagementSupportedSupportedUnsupported
Settings > Restore SettingsSupportedSupportedUnsupported
Settings > Job Notification ManagementSupportedSupportedSupported
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