Optimila sharepoint superoffice integration
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The document discusses the integration between SuperOffice and Microsoft SharePoint for document management. It provides an overview of SharePoint capabilities and how the SuperOffice document plugin allows users to create, edit, and manage documents directly in SharePoint from within SuperOffice. The plugin transfers metadata between SuperOffice and SharePoint projects and folders for organizations.
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Optimila sharepoint superoffice integration
- 1. SuperOffice and SharePoint Document plug’in By OPTIMILA AS
- 2. OPTIMILA Close relationship with SuperOffice Integration and customisation Document management and records management specialists. Process focus Consulting Procurement Design Rollout Project management Competence
- 3. SharePoint. Microsoft SharePoint Services 3.0 (MSPS) – Free for users of MS Serer 2003 or newer. Microsoft Office SharePoint Server 2007 – MOSS2007 – Licensed Standard client access. Enterprise client access. New release in 2010, SharePoint 2010 and SharePoint Foundation 2010 MOSS builds on top of MSPS. MSPS is the base for document management and has the workflow engine. To use workflow programming is required, document management is out of the box.
- 4. SharePoint Enterprise 1. Version control 2. Document level security 3. Check-in check out 4. Publishing 5. Policies 6. Alerts 7. Information Rights management 8. Advanced search 9. Out of the box workflow 10. Records Management 11. Custom workflows and applications
- 5. Some examples. Policy message in Office 2007 Advanced versioning in SharePoint Workflow on documents
- 6. Can be presented in Office or SharePoint with or without the InfoPath client installed Often used in conjunction with workflow For more benefits: Click here InfoPath
- 8. Security down to document level
- 9. SharePoint services v3 Organize Alerts and announcements Check in and check out Version controll Access to earlier versions Offline sync through Outlook 2007 Closely integrated with Office 2007 RSS feeds, mobile ++ Free for Windows server 2003 and newer.
- 10. Simplify with SuperOffice document plugin Simplify document discovery in SharePoint by letting SuperOffice control the process.
- 11. Write and transfer metadata Title Customer name and ID Project name and ID Contact name and ID SuperOffice Document ID. SO Template name Also changes in SO are captured
- 12. Document plug’in Create documents. Edit documents. Version management. Show documents. Delete document. Print document. Email documents Automatic Check in, check out SuperOffice SharePoint Services SharePoint Document Plugin Custom Web Service
- 13. Edit and check in new version.
- 14. Versions
- 15. SharePoint information on the document
- 16. Delete and print No change in SO Functionality The file is downloaded and printed. The file is deleted in Sharepoint, but can be recovered from SharePoint Recycle Bin.
- 17. SharePoint structure A site collection for SuperOffice. (Using a root site) Creates libraries and folders dynamically. Company documents are saved in one library where every contact get it’s own folder. Documents for project are saved in it’s own Library. Root Site Contact library Project A library Project B library Contact A Contact B
- 18. Projects Creates a Library in SharePoint. Transfer project description. Different view can be defined in SharePoint based on metadata transferred from SuperOffice, typical Documents of template ”International letter” Documents linked to a person
- 19. Projects Easy access to SharePoint project library via SuperOffice:
- 20. Companies Creates a folder in SharePoint One folder per Company/ department Different views can be defined across contacts
- 21. Web panels, Standard SharePoint search
- 22. Web panels example Custom MOSS search resultspage
- 23. SuperOffice admin support Configure plug’in to match your SharePoint installation.
- 24. Logging to client event log
- 25. System requirements SuperOffice 6.x from 6.0 Sr3 SharePoint Services v 3 or Office server 2007 (MOSS 2007) SharePoint Foundation 2010 or SharePoint 2010 Microsoft Office 2003sp3 ,2007 or 2010(requires SharePoint legacy support) Internet Explorer 6 or newer. For more system requirements please refer to SharePoint Services v.3 system requirements The SharePoint Authentication provider must be configured to enable editing documents directly in native application, (Typical Edit in Microsoft Word) and authenticate via AD(Authentication type set to Windows) Office must have the support for Windows SharePoint Services installed (default on most installations) 2010 installs this legacy support automatically
- 26. SuperOffice 7.1 Serverside plugin can be created for SuperOffice 7.1 or newer upon request Will then work for both web and windows clients (Netserver) Work will start when SuperOffice 7.1 is available for testing if requested Depending on SuperOffice strategy current plugin might work for SuperOffice 7, TBD by SuperOffice
- 27. Travel Documents not offline Need access to SharePoint via network. Can be used with some limitations
- 28. Stories SharePoint plugin installed in a terminal server environment with a mix of environments (2003 and 2008 servers, both 32 and 64Bit) Migration tool created to support moving documents from test to production server without breaking links in SuperOffice Installation and configuration, users up and running in 3 hours.|