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.

    The Information Lifecycle 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.

    The Storage Optimization 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.

    The Discovery and Analysis 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.

    The following table lists the functionalities supported by 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