extending native sharepoint functionality to enhance end-user document capture, categorisation and...
TRANSCRIPT
Extending native SharePoint functionalityExtending native SharePoint functionality to to enhance end-user document capture, enhance end-user document capture,
categorisation and retrievalcategorisation and retrieval
(Translation: getting paper and electronic documents into SharePoint more easily AND effectively)
KnowledgeLake &
Microsoft SharePoint (WSS and MOSS)
AgendaAgenda• Introductions – Me, Clayko and KnowledgeLake• Why you should be interested!• Brief overview of the KnowledgeLake suite• Demonstration • Q & A
• Phil Duffy – SharePoint Architect (5 years)– SharePoint User (4 intranets and counting…) – Intranet Analyst and Architect for 12 years (30+ intranets…)– Worked with SharePoint in UK, Canada, US and Australia – many scenarios
that end up with the same problems
• Clayko Group– Document Imaging & Capture specialists – over 12 years experience– Headquarters in Perth(Cottesloe) with an office in Sydney– KnowledgeLake partner for Australia and NZ
• KnowledgeLake – Managed Gold Certified ISV and Member Partner Advisory Council– Founded in 1999 and Headquartered in St. Louis, USA– Document Imaging & Capture only for Microsoft SharePoint
Who’s whoWho’s who
Addressing real-world Addressing real-world problems?problems?
• Document Scanning and Imaging – completing the ECM stack– “Now I’ve got this great intranet/document management system built on
SharePoint. I need to get all my historical paper documents into an electronic format and into the same managed environment.”
• Enhancing the end-user experience (the drivers of your system)– Adding and updating documents easily and intelligently(who hasn’t tried
to avoid entering metadata!)
– Finding (not Searching) relevant documents easily
– Reduces training requirements
Don’t believe me, believe Gartner!Don’t believe me, believe Gartner!Gartner’s - Magic Quadrant
for Enterprise Content Management report
http://mediaproducts.gartner.com/
reprints/microsoft/vol6/article3/article3.html - 23 September 2008
Gartner’s - Magic Quadrant for Enterprise Content Management report
http://mediaproducts.gartner.com/
reprints/microsoft/vol6/article3/article3.html - 23 September 2008
...or Fujitsu...or FujitsuKnowledgeLake Integrates SharePoint ECM Software Across Entire Fujitsu
Document Imaging Scanner Line – reuters article, March 2009
Re-use your SharePoint effortRe-use your SharePoint effort• Inherits permissions and access rights from SharePoint
groups• Document Class
– Uses SharePoint Content types to control ALL document loading– Extends functionality with DB lookup and validation (MS SQL,
OLEDB, ODBC, Oracle)
• Extends existing document libraries using folders for large volume management (hidden in views)
* (Does not mean you can forget about SharePoint best practice for Site Collections and Databases)
* Scaling SharePoint® 2007: Storage Architecture Whitepaper - http://www.knowledgelake.com/whitepaper/default.asp
Client / DesktopClient / Desktop ServerServer
KnowledgeLake Product Suite KnowledgeLake Product Suite
KnowledgeLake FunctionalityKnowledgeLake Functionality
Major Benefits of Desktop ProductsMajor Benefits of Desktop Products• Capture
– Scan, View, Edit and Index in one or multiple stages– Release (targeted)
• Directly to SharePoint• Process with Capture Server - save to SharePoint
• Connect– Save and Index – directly to SharePoint (or Capture Server)– Batch indexing – low volume– LOB integration (Connect 4.0 – just being released in the US
and we will be supporting it from October onwards)
Major Benefits of Server ProductsMajor Benefits of Server Products• Imaging Server
– Targeted and User Directed Search without development– AJAX based Viewer extends the MS Client stack (same look and
feel) • Browser based (reduces desktop reliance)• Annotations(replace add-hoc notes written on paper) • SharePoint Workflow integration
– Fully documented SDK available
• Capture Server– Batch processing based on pre-defined rules– Process automation with audit trail and manual intervention if
required– Apply same rules across all ECM
DemonstrationDemonstration
Q & A...Q & A...
Two take-away points: End-user experience Completing the ECM stack with Document Imaging (scanning)
Phil DuffyPhil DuffySharePoint Architect
Clayko Group
Tel:(08) 9385 2059
Mobile: 0403 252 413
Email: [email protected]: [email protected]
Contact Details