EMC Documentum Records Adapter for MS SharePoint
 

EMC Documentum Records Adapter for MS SharePoint

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This presentation provides you a quick overview on how to declare formal and typical records in EMC Documentum from MS SharePoint.

This presentation provides you a quick overview on how to declare formal and typical records in EMC Documentum from MS SharePoint.

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EMC Documentum Records Adapter for MS SharePoint EMC Documentum Records Adapter for MS SharePoint Presentation Transcript

  • EMC Records Adapter for Microsoft SharePoint Overview EMC Documentum and Microsoft SharePoint Better Together…© Copyright 2011 EMC Corporation. All rights reserved. 1
  • Records Adapter for MS SharePoint Replacement product for EMC Records Activator for Microsoft 1 SharePoint (5.3 SP6) Allows SharePoint users to manually declare formal records in 2 Documentum using SharePoint documents Allows SharePoint documents to be copied/moved into 3 Documentum Native SharePoint integration with Metadata Mapping Manager 4 for Administrators© Copyright 2011 EMC Corporation. All rights reserved. 2
  • Features at a Glance Filing profile (form metadata) not presented to the end-user Transferred documents are stored in native format Ease of use for end users – eliminate end user filing errors Simple menu integration – pervasive not invasive Ability to create typical and/or formal records Selectively turn off/on integration© Copyright 2011 EMC Corporation. All rights reserved. 3 View slide
  • Functionality Declare Document as Record (only list items)© Copyright 2011 EMC Corporation. All rights reserved. 4 View slide
  • Formal Record Declaration Select file plan destination Classification Subscription List (CSL) support Original document deleted from SP once declared© Copyright 2011 EMC Corporation. All rights reserved. 5
  • Functionality Declare Document as Record (only list items) Classify Document© Copyright 2011 EMC Corporation. All rights reserved. 6
  • Classifying a Document File plan destination recorded Classification displayed in SharePoint Use new or previous classification© Copyright 2011 EMC Corporation. All rights reserved. 7
  • Functionality Declare Document as Record (only list items) Classify Document Declare Folder Contents© Copyright 2011 EMC Corporation. All rights reserved. 8
  • Declaring Folder Contents Ability to declare folder contents as: • Individual formal records • Single formal record© Copyright 2011 EMC Corporation. All rights reserved. 9
  • Functionality Declare Document as Record (only list items) Classify Document Declare Folder Contents Send to Documentum (Move/Copy)© Copyright 2011 EMC Corporation. All rights reserved. 10
  • Copy and Move Operations Integrated with Send To Menu Can be done in bulk from folder level© Copyright 2011 EMC Corporation. All rights reserved. 11
  • Functionality Declare Document as Record (only list items) Classify Document Declare Folder Contents Send to Documentum (Move/Copy) Mapping Manager for Administrators© Copyright 2011 EMC Corporation. All rights reserved. 12
  • Administration – General Options Integrated into SharePoint CA Settings at different levels Mapping inheritance & override Asynchronous threshold setting Selectively turn on/off certain features© Copyright 2011 EMC Corporation. All rights reserved. 13
  • Administration – Farm Settings Can enable/disable features Can require retention policy for Copy/Move Can cascade changes to lower levels© Copyright 2011 EMC Corporation. All rights reserved. 14
  • Administration - Connector Multiple connectors supported Utilizes DFS and RM Web Services Can specify Documentum staging folder© Copyright 2011 EMC Corporation. All rights reserved. 15
  • Functionality Declare Document as Record (only list items) Classify Document Declare Folder Contents Send to Documentum (Move/Copy) Mapping Manager for Administrators Asynchronous mode support© Copyright 2011 EMC Corporation. All rights reserved. 16
  • Asynchronous Queue Manager Configurable threshold setting Users can view result queue© Copyright 2011 EMC Corporation. All rights reserved. 17
  • Formal Record Mapping Page Defined by Administrator End user never sees filing form Metadata automatically transferred Default filing location Can use SharePoint content types Can take advantage of RPS base date mapping Can set mandatory values Can set default values© Copyright 2011 EMC Corporation. All rights reserved. 18
  • Formal Record Mapping Page Support for SharePoint Content Types Can provide default values and mandatory setting Support for custom DCTM properties© Copyright 2011 EMC Corporation. All rights reserved. 19
  • Document Mapping Page Supports SharePoint Content Types Default mapping (catch- all) Can map to specific DCTM Object types© Copyright 2011 EMC Corporation. All rights reserved. 20
  • Where are we going? First release due in December 2011 • English only DoD certified (as of October 2011) • Future – automation, usability, performance Localization (FIGSJK) and 508 • On request per demand© Copyright 2011 EMC Corporation. All rights reserved. 21
  • THANK YOU© Copyright 2011 EMC Corporation. All rights reserved. 22