SuperOffice and SharePoint  Document plug’in By OPTIMILA AS
OPTIMILA <ul><li>Close relationship with SuperOffice </li></ul><ul><ul><li>Integration and customisation </li></ul></ul><u...
SharePoint. <ul><li>Microsoft SharePoint Services 3.0 (MSPS) – Free for users of MS Serer 2003 or newer. </li></ul><ul><li...
SharePoint Enterprise <ul><li>1. Version control </li></ul><ul><li>2. Document level security </li></ul><ul><li>3. Check-i...
Some examples. Policy message in Office 2007 Advanced versioning in SharePoint Workflow on documents
Can be presented in Office or SharePoint with or without the InfoPath client installed Often used in conjunction with work...
Version control
Security down to document level
SharePoint services v3 <ul><li>Organize </li></ul><ul><li>Alerts and announcements </li></ul><ul><li>Check in and check ou...
Simplify with SuperOffice document plugin <ul><li>Simplify document discovery in SharePoint by letting SuperOffice control...
Write and transfer metadata <ul><li>Title </li></ul><ul><li>Customer name and ID </li></ul><ul><li>Project name and ID </l...
Document plug’in <ul><li>Create documents. </li></ul><ul><li>Edit documents. </li></ul><ul><li>Version management. </li></...
Edit and check in new version.
Versions
SharePoint information on the document
Delete and print <ul><li>No change in SO Functionality </li></ul><ul><li>The file is downloaded and printed. </li></ul><ul...
SharePoint structure <ul><li>A site collection for SuperOffice. (Using a root site) </li></ul><ul><li>Creates libraries an...
Projects <ul><li>Creates a Library in SharePoint. </li></ul><ul><li>Transfer project description. </li></ul><ul><li>Differ...
Projects <ul><li>Easy access to SharePoint project library via SuperOffice: </li></ul>
Companies <ul><li>Creates a folder in SharePoint </li></ul><ul><li>One folder per Company/ department </li></ul><ul><li>Di...
Web panels,  Standard SharePoint search
Web panels example Custom MOSS search resultspage
SuperOffice admin support <ul><li>Configure plug’in to match your SharePoint installation. </li></ul>
Logging to client event log
System requirements <ul><li>SuperOffice 6.x from 6.0 Sr3 </li></ul><ul><li>SharePoint Services v 3 or Office server 2007 (...
SuperOffice 7.1 <ul><li>Serverside plugin can be created for SuperOffice 7.1 or newer upon request </li></ul><ul><ul><li>W...
Travel <ul><li>Documents not offline </li></ul><ul><li>Need access to SharePoint via network. </li></ul><ul><li>Can be use...
Stories <ul><li>SharePoint plugin installed in a terminal server environment with a mix of environments (2003 and 2008 ser...
Contact <ul><li>[email_address] </li></ul><ul><li>90956286 </li></ul>
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Optimila sharepoint superoffice integration

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SuperOffice and SharePoint document management

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Optimila sharepoint superoffice integration

  1. 1. SuperOffice and SharePoint Document plug’in By OPTIMILA AS
  2. 2. OPTIMILA <ul><li>Close relationship with SuperOffice </li></ul><ul><ul><li>Integration and customisation </li></ul></ul><ul><li>Document management and records management specialists. </li></ul><ul><ul><li>Process focus </li></ul></ul><ul><ul><li>Consulting </li></ul></ul><ul><ul><li>Procurement </li></ul></ul><ul><ul><li>Design </li></ul></ul><ul><ul><li>Rollout </li></ul></ul><ul><ul><li>Project management </li></ul></ul><ul><ul><li>Competence </li></ul></ul>
  3. 3. SharePoint. <ul><li>Microsoft SharePoint Services 3.0 (MSPS) – Free for users of MS Serer 2003 or newer. </li></ul><ul><li>Microsoft Office SharePoint Server 2007 – MOSS2007 – Licensed </li></ul><ul><ul><li>Standard client access. </li></ul></ul><ul><ul><li>Enterprise client access. </li></ul></ul><ul><li>New release in 2010, SharePoint 2010 and SharePoint Foundation 2010 </li></ul><ul><li>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. </li></ul>
  4. 4. SharePoint Enterprise <ul><li>1. Version control </li></ul><ul><li>2. Document level security </li></ul><ul><li>3. Check-in check out </li></ul><ul><li>4. Publishing </li></ul><ul><li>5. Policies </li></ul><ul><li>6. Alerts </li></ul><ul><li>7. Information Rights management </li></ul><ul><li>8. Advanced search </li></ul><ul><li>9. Out of the box workflow </li></ul><ul><li>10. Records Management </li></ul><ul><li>11. Custom workflows and applications </li></ul>
  5. 5. Some examples. Policy message in Office 2007 Advanced versioning in SharePoint Workflow on documents
  6. 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
  7. 7. Version control
  8. 8. Security down to document level
  9. 9. SharePoint services v3 <ul><li>Organize </li></ul><ul><li>Alerts and announcements </li></ul><ul><li>Check in and check out </li></ul><ul><li>Version controll </li></ul><ul><ul><li>Access to earlier versions </li></ul></ul><ul><li>Offline sync through Outlook 2007 </li></ul><ul><li>Closely integrated with Office 2007 </li></ul><ul><li>RSS feeds, mobile ++ </li></ul><ul><li>Free for Windows server 2003 and newer. </li></ul>
  10. 10. Simplify with SuperOffice document plugin <ul><li>Simplify document discovery in SharePoint by letting SuperOffice control the process. </li></ul>
  11. 11. Write and transfer metadata <ul><li>Title </li></ul><ul><li>Customer name and ID </li></ul><ul><li>Project name and ID </li></ul><ul><li>Contact name and ID </li></ul><ul><li>SuperOffice Document ID. </li></ul><ul><li>SO Template name </li></ul>Also changes in SO are captured
  12. 12. Document plug’in <ul><li>Create documents. </li></ul><ul><li>Edit documents. </li></ul><ul><li>Version management. </li></ul><ul><li>Show documents. </li></ul><ul><li>Delete document. </li></ul><ul><li>Print document. </li></ul><ul><li>Email documents </li></ul><ul><li>Automatic Check in, check out </li></ul>SuperOffice SharePoint Services SharePoint Document Plugin Custom Web Service
  13. 13. Edit and check in new version.
  14. 14. Versions
  15. 15. SharePoint information on the document
  16. 16. Delete and print <ul><li>No change in SO Functionality </li></ul><ul><li>The file is downloaded and printed. </li></ul><ul><li>The file is deleted in Sharepoint, but can be recovered from SharePoint Recycle Bin. </li></ul>
  17. 17. SharePoint structure <ul><li>A site collection for SuperOffice. (Using a root site) </li></ul><ul><li>Creates libraries and folders dynamically. </li></ul><ul><li>Company documents are saved in one library where every contact get it’s own folder. </li></ul><ul><li>Documents for project are saved in it’s own Library. </li></ul>Root Site Contact library Project A library Project B library Contact A Contact B
  18. 18. Projects <ul><li>Creates a Library in SharePoint. </li></ul><ul><li>Transfer project description. </li></ul><ul><li>Different view can be defined in SharePoint based on metadata transferred from SuperOffice, typical </li></ul><ul><ul><li>Documents of template ”International letter” </li></ul></ul><ul><ul><li>Documents linked to a person </li></ul></ul>
  19. 19. Projects <ul><li>Easy access to SharePoint project library via SuperOffice: </li></ul>
  20. 20. Companies <ul><li>Creates a folder in SharePoint </li></ul><ul><li>One folder per Company/ department </li></ul><ul><li>Different views can be defined across contacts </li></ul>
  21. 21. Web panels, Standard SharePoint search
  22. 22. Web panels example Custom MOSS search resultspage
  23. 23. SuperOffice admin support <ul><li>Configure plug’in to match your SharePoint installation. </li></ul>
  24. 24. Logging to client event log
  25. 25. System requirements <ul><li>SuperOffice 6.x from 6.0 Sr3 </li></ul><ul><li>SharePoint Services v 3 or Office server 2007 (MOSS 2007) </li></ul><ul><li>SharePoint Foundation 2010 or SharePoint 2010 </li></ul><ul><li>Microsoft Office 2003sp3 ,2007 or 2010(requires SharePoint legacy support) </li></ul><ul><li>Internet Explorer 6 or newer. </li></ul><ul><li>For more system requirements please refer to SharePoint Services v.3 system requirements </li></ul><ul><li>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) </li></ul><ul><li>Office must have the support for Windows SharePoint Services installed </li></ul><ul><li>(default on most installations) </li></ul><ul><li>2010 installs this legacy support automatically </li></ul>
  26. 26. SuperOffice 7.1 <ul><li>Serverside plugin can be created for SuperOffice 7.1 or newer upon request </li></ul><ul><ul><li>Will then work for both web and windows clients (Netserver) </li></ul></ul><ul><ul><li>Work will start when SuperOffice 7.1 is available for testing if requested </li></ul></ul><ul><ul><li>Depending on SuperOffice strategy current plugin might work for SuperOffice 7, TBD by SuperOffice </li></ul></ul>
  27. 27. Travel <ul><li>Documents not offline </li></ul><ul><li>Need access to SharePoint via network. </li></ul><ul><li>Can be used with some limitations </li></ul>
  28. 28. Stories <ul><li>SharePoint plugin installed in a terminal server environment with a mix of environments (2003 and 2008 servers, both 32 and 64Bit) </li></ul><ul><li>Migration tool created to support moving documents from test to production server without breaking links in SuperOffice </li></ul><ul><li>Installation and configuration, users up and running in 3 hours.| </li></ul>
  29. 29. Contact <ul><li>[email_address] </li></ul><ul><li>90956286 </li></ul>

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