Navigating the Upgrade Journey: A Comprehensive Guide to Transitioning to OpenText Exstream {Part_1}

2 min readApr 30, 2024

In today’s fast-paced digital world, staying ahead of the competition is critical for businesses of all sizes. That’s where OpenText Exstream comes in. This powerful Customer Communication Management (CCM) platform has been helping organizations streamline their communication processes for years. But now, the latest upgrades take OpenText Exstream to a whole new level.

It is crucial to consult with OpenText experts or professional services to ensure a smooth upgrade process. They can provide guidance, address concerns, and assist in planning and implementing the upgrade, minimizing downtime and any potential disruptions to business operations.

OpenText Exstream stands at the forefront, offering a robust platform for managing customer communications effectively. However, transitioning to Exstream requires careful planning and execution to ensure a seamless upgrade process. This comprehensive guide will walk you through the essential requirements for a successful transition.

1. Assess Current Infrastructure and Systems

Before embarking on the upgrade journey, conduct a thorough assessment of your existing infrastructure and systems. Identify legacy platforms, document workflows, and evaluate integration points with other applications. Understanding the current state will provide insights into potential challenges and opportunities during the transition to OpenText Exstream.

2. Define Upgrade Objectives and Goals

Clearly define your upgrade objectives and goals to align the transition with your business strategy. Determine key performance indicators (KPIs) such as improved efficiency, enhanced customer experience, or reduced operational costs. Establishing clear objectives will guide decision-making throughout the upgrade process and ensure alignment with organizational priorities.

Bentech can help you upgrade your OpenText Exstream, StreamServe, Document Presentment, Extended ECM for Content Suite, Content Server, Archive Server, and many more OpenText products.

3. Evaluate Licensing and Deployment Options

Explore the licensing and deployment options available for OpenText Exstream to determine the best fit for your organization. Assess factors such as scalability, flexibility, and cost-effectiveness. Whether you opt for on-premises, cloud-based, or hybrid deployment models, ensure compatibility with your existing IT infrastructure and compliance requirements.

Remember, these are general guidelines, and the specific steps may vary based on the version of OpenText Exstream you are upgrading from and to. Always consult the official documentation provided by OpenText and consider reaching out to OpenText support or your service provider for assistance with the upgrade process.

We recommend requesting an upgrade assessment health check and consulting service to ensure that your OpenText™ environment is ready for an upgrade and that you have someone to turn to for helpful advice and guidance. As always, please be sure to reach out if you have any further questions. We look forward to hearing from you!




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