Building an EDRM solution on the Microsoft & Tower Platform

Jonny Chambers (Microsoft)

&

Jason Boswell (Tower Software)

Agenda

• Microsoft and Tower Software

• EDRM Architecture

• Scenarios

• Futures

• Questions

Microsoft/ Tower Partnership

• Tower are UK managed partner

• Viewed as key EDRM partner globally– Working with Tower across number of

accounts

• Just passed the platform software verification tests for ISV competency

Windows ServerWindows Server

Common Common PlatformPlatform

Mail – Mail – Exch/NotesExch/Notes

LocalLocalStorageStorage

Core Core ComponentsComponents

DesktopDesktopProductivityProductivity

CollaborationCollaboration

WebWebContentContent

Trim ServicesTrim Services

SQL ServerSQL Server

An architecture for EDRMS

Trim Trim Client Client

SharSharePoiePoint nt Web Web PartsParts

Scenarios/Demo

1. Collaboration to create a new document.

2. Creating a record from a WSS document.

3. Creating a doc using document assembly.

4. Finding Documents - options

Collaboration to create a new document.

Benefits

• Share information

• Collaborate on documents

• Collect team knowledge

Creating a record from a WSS document.

Benefits

• Don’t have to leave workspace.

• Compliance

• Use of classification from the workspace

Creating a doc using document assembly.

Benefits

• No duplication of Data Entry

• Easily accessible templates

• Automatic registration in TRIM

• Automation of repetitive tasks – more time for creative work

Finding Documents - options

Benefits

• Portal search across all repositories

• Filtered results based on TRIM security

• No TRIM training required to search TRIM

Futures

• Web Services

• Hit Highlighting when searching

• Web Content Management

Questions?

Appendix

Context Sharepoint Client Access

Guided Tour

March 2004

SharePoint Portal

Keyword Search

Search Results

More metadata

Expanded Search Results with document selected

Get a Copy of a Document

Highlight and Click Copy Button

Get a Copy of a Document

Standard Browser Dialogue

Get a Copy of a Document

Document Launched inNative Application

Office 2003 – SharePoint Collaboration

Word “send to” as an Attachment

Office 2003 – SharePoint Collaboration

Create a shared workspace site and send link to eMail recipients as attendees

TOWER Software Document Versions

Check-Out Prevents Others from Making Changes

Check-In Creates a New Version

Cancel “undoes” the Check Out

Create Record Select a Record Type

Create Record Complete Metadata

Submit for Creation

Create Record and Add Document

Standard Browse File Upload Dialogue

Advanced Search

Includes Full Content Text Search

Includes User DefinedMetadata

Execute Saved Searches

Search TRIM Trays

Context Sharepoint Client Access

TOWER Software EMEAwww.towersoft.com