Navigating the Upgrade Journey: A Comprehensive Guide to Transitioning to OpenText Exstream {Part_2}

2 min readMay 6, 2024

4. Conduct Training and Skill Development

Invest in training and skill development to empower your team with the knowledge and expertise required to leverage OpenText Exstream effectively. Provide comprehensive training programs covering platform functionalities, best practices, and troubleshooting techniques. Equipping your team with the necessary skills will facilitate a smooth transition and maximize the value of the upgrade.

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.

5. Data Migration and Integration

Develop a data migration strategy to seamlessly transfer existing content, templates, and customer data to OpenText Exstream. Ensure compatibility between data formats and validate data integrity throughout the migration process. Additionally, prioritize integration with existing systems such as CRM platforms, ERP systems, and third-party applications to enable seamless data exchange and workflow automation.

6. Test and Validate

Before full-scale deployment, conduct rigorous testing and validation to identify and address any potential issues or discrepancies. Perform functional testing, integration testing, and user acceptance testing (UAT) to ensure platform stability, compatibility, and usability. Incorporate feedback from stakeholders and end-users to refine configurations and optimize performance.

7. Rollout and Continuous Improvement

Once testing is complete, proceed with the rollout of OpenText Exstream across your organization in a phased approach. Monitor system performance, user feedback, and key metrics post-deployment to identify areas for improvement and optimization. Continuously iterate on configurations, workflows, and processes to maximize the value of the platform and drive ongoing success.


Transitioning to OpenText Exstream is a strategic decision that can unlock significant benefits for your organization. By understanding the requirements outlined in this comprehensive guide and following best practices, you can navigate the upgrade journey with confidence and achieve transformative results. Embrace the power of Exstream to revolutionize your customer communications and propel your business toward future success.

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!




BENEVOLENCE TECHNOLOGIES is a leader in Enterprise Information on Management (EIM) products services. Our EIM products enable businesses to grow faster.