SharePoint 201: Moving Beyond Simple Collaboration · OnBase into SharePoint – OnBase’s document management capabilities – SharePoint’s familiar user interface • Documents

SharePoint 201: Moving Beyond Simple Collaboration

Daniel R. Mayernik, ImageSoft, Inc.

Agenda

• SharePoint Refresher

• OnBase Integration

• Questions and Answers

2

SharePoint Deployment Segments

By version and upgrade plans Based on data collected mid 2010

SharePoint Features and Usage

0% 20% 40% 60% 80% 100%

Collaboration

Document Management

Fileshare Replacement

Portals and Intranets

Forums, Blogs and Wikis

Business Process Management

Chart Title

Live Rolling-Out Planned

SharePoint and ECM

Document Imaging

Document Management

Report Management

(COLD)

LifeCycleManagement(Retention)

Web ContentManagement

EmailManagement

WorkflowBPM

Web Content Management

Records Management

Document Management Forms

Enterprise Content Management Sub-Capabilities

DEMONSTRATIONSharePoint Refresher

6

Enterprise / LOBApplications

(ERP, CRM, Financial, and vertical applications, etc.)

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Web Parts

Archive Services

Search Integration

Ad-hoc Scanning

Content Connector

Site Provisioning

OnBase Integration with SharePoint

Web Parts for SharePoint

• Enables several OnBase components to be integrated in the Microsoft SharePoint

• Combines Microsoft SharePoint and OnBase StatusView components

• Allows work to be done in OnBase from within the SharePoint interface

• Supports NT Authentication or SharePoint Portal Server’s Single Sign On service

9

Web Parts for SharePoint

• Custom Query

• Document Knowledge Transfer

• E-Form

• File Upload

• Folder Display and Folder Search

• Dashboard

• Workflow and WorkView

10

Archive Services for SharePoint

• Allows users to archive documents into OnBase from Microsoft SharePoint– Ad-hoc via a menu option

– Upon document check-in

– Scheduled based on create or modified dates

• Leverage application strengths– Microsoft’s collaboration tools and Office Suite

– OnBase’s robust document retention and security

11

Archive Services for SharePoint

12

Search Integration

• Enables users to full-text search OnBase documents from SharePoint– Search results are displayed as hyperlinks and are

viewed using the OnBase viewer

– All the OnBase viewer functionality is available

• Leverages SharePoint crawlers and services– Crawls can be scheduled to update the content

available for full-text searching

– Results are trimmed based on security rights

13

Ad-hoc Scanning for SharePoint

• Enables users to scan images into SharePoint– Scan to a list item attachment

– Scan to a document in a library

• Images are archived to OnBase and linked to the attachment or document in SharePoint

14

Ad-hoc Scanning for SharePoint

15

Content Connector for SharePoint

• Provides a bulk import of documents from OnBase into SharePoint– OnBase’s document management capabilities

– SharePoint’s familiar user interface

• Documents can be automatically uploaded based on configured values

• Works with OnBase processing modules, such as COLD, DIP, and Document Imaging

16

Site Provisioning for SharePoint

• Provides an OnBase Workflow Task for provisioning SharePoint sites

• Apply an approval process to help control SharePoint site creation

• Automatically provision collaboration sites based on OnBase routing rules

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DEMONSTRATIONWeb Parts for Microsoft SharePoint

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QUESTION AND ANSWERSSharePoint 201 – Moving Beyond Simple Collaboration

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Thank You!

Daniel R. Mayernik, ImageSoft, Inc.