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
17
DEMONSTRATIONWeb Parts for Microsoft SharePoint
18
QUESTION AND ANSWERSSharePoint 201 – Moving Beyond Simple Collaboration
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Thank You!
Daniel R. Mayernik, ImageSoft, Inc.