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![File Share -> Document Library
Folder hierarchy conversion
1. Preserve document file timestamps [Created] & [Modified]
2. In-stream transformations:
– Convert “Folder names” to Metadata
– Replace-Lookups, Rules, Expressions: Left([filename],3) + Mid([folder2],6)
– Handles filename conflicts and illegal characters
3. Source filters: (Synchronization and Incremental processing)
– DateTime Intervals, Relative to Today, Incremental using session timestamps.
– Size > 5 MB), Type (*.pdf) , Property: [Subject] contains “My Subject”, ..
– Name: Regular Expression
4. Target filters: (Synchronization and Incremental processing)
5. One-by-One processing: (File actions)
– PDF conversion, Watermarking, Custom API Processing
– Retrieve Metadata from external Data Source based on file name and properties
– Copy + Delete = Move](https://image.slidesharecdn.com/businesscriticalsharepoint-130225180043-phpapp02/75/Business-Critical-SharePoint-9-2048.jpg)
![File Share -> Document Library
Update Metadata from Master Data Store
Reflection
1. Data loaded from Microsoft Dynamics AX 2012
– Combined with data fro “Microsoft Adventure Works”
– Customers , Orders, HR, ..
– In-stream transformed and aggregated (e.g. [Total Sales] per customer)
– Based on Template where integration jobs are predefined
2. Mapped to Document library
– Primary key = [Account]
– Updated [Company Name], [Revenue], [Sales Rep]](https://image.slidesharecdn.com/businesscriticalsharepoint-130225180043-phpapp02/75/Business-Critical-SharePoint-13-2048.jpg)
Uploaded bySurfRay
Business Critical SharePoint
This document discusses connecting enterprises around SharePoint. It describes converting file hierarchies to SharePoint document libraries and enriching metadata from multiple sources. Specifically, it covers converting folders to metadata, updating metadata from a master data store, updating metadata via direct SQL queries, and combining these steps into an integration job. The job runs folder conversions, metadata updates from the data store and SQL, and logs all activity. It can schedule repeats and only process new files since the last run.
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- 1. Business Critical SharePoint Presentedby: Steen Jakobsen – Fusion Principal Architect Jakob Bartholdy – EMEA Regional Manager
- 2. The disconnected enterprise Product Lifecycle Electronical Management Medical (PLM) Retail Records Management (EMR) System Customer Relationship Management (CRM) Supply Chain Enterprise Management Ressource (SCM) Planning (ERP) Financial Services System HR SharePoint Information Systems
- 3. Connecting the Enterprisearound SharePoint Electronical HR Medical Information Records Systems Product (EMR) Supply Chain Lifecycle Management Management (SCM) (PLM) Enterprise Financial Ressource Services Planning System (ERP) Customer Retail Relationship Management SharePoint Management System (CRM)
- 4. Connection the EnterpriseAround SharePoint Master Data Management Documents Data
- 5. Connection the Enterprisearound SharePoint Master Data Management Master Data Store (Fusion C/XRM) Fusion Programparts Customers, Orders, Products, Custom, .. SharePoint , ETL, Aggregate, Query, Excel, .. Part Part Part • No Coding • No Volume Limit • No SharePoint Farm Install
- 6. What's on fortoday… • File Share -> SharePoint Document Library + Metadata enrichment – Folder hierarchy conversion and metadata enrichment • 1 Folder hierarchy to flat Document Library • 2 Metadata enrichment via Master Data Store • 3 Metadata enrichment via direct SQL Select • 1, 2, 3 = Integration Job
- 7. What's on fortoday… • File Share -> SharePoint Document Library + Metadata enrichment – Folder hierarchy conversion and metadata enrichment • 1 Folder hierarchy to flat Document Library • 2 Metadata enrichment via Master Data Store • 3 Metadata enrichment via direct SQL Select • 1, 2, 3 = Integration Job
- 8. File Share ->Document Library Folder hierarchy conversion
- 9. File Share ->Document Library Folder hierarchy conversion 1. Preserve document file timestamps [Created] & [Modified] 2. In-stream transformations: – Convert “Folder names” to Metadata – Replace-Lookups, Rules, Expressions: Left([filename],3) + Mid([folder2],6) – Handles filename conflicts and illegal characters 3. Source filters: (Synchronization and Incremental processing) – DateTime Intervals, Relative to Today, Incremental using session timestamps. – Size > 5 MB), Type (*.pdf) , Property: [Subject] contains “My Subject”, .. – Name: Regular Expression 4. Target filters: (Synchronization and Incremental processing) 5. One-by-One processing: (File actions) – PDF conversion, Watermarking, Custom API Processing – Retrieve Metadata from external Data Source based on file name and properties – Copy + Delete = Move
- 10. SharePoint to SharePoint Copy,Move, Transform, Enrich & Remap Content
- 11. What's on fortoday… • File Share -> SharePoint Document Library + Metadata enrichment – Folder hierarchy conversion and metadata enrichment • 1 Folder hierarchy to flat Document Library • 2 Metadata enrichment via Master Data Store • 3 Metadata enrichment via direct SQL Select • 1, 2, 3 = Integration Job
- 12. File Share ->Document Library Update Metadata from MDS ”Staging” via Master Data Store. Load, consolidate and aggregate data from multiple sources for integration into SharePoint Lists and Document Libraries Fusion Master Data Store
- 13. File Share ->Document Library Update Metadata from Master Data Store Reflection 1. Data loaded from Microsoft Dynamics AX 2012 – Combined with data fro “Microsoft Adventure Works” – Customers , Orders, HR, .. – In-stream transformed and aggregated (e.g. [Total Sales] per customer) – Based on Template where integration jobs are predefined 2. Mapped to Document library – Primary key = [Account] – Updated [Company Name], [Revenue], [Sales Rep]
- 14. What's on fortoday… • File Share -> SharePoint Document Library + Metadata enrichment – Folder hierarchy conversion and metadata enrichment • 1 Folder hierarchy to flat Document Library • 2 Metadata enrichment via Master Data Store • 3 Metadata enrichment via direct SQL Select • 1, 2, 3 = Integration Job
- 15. File Share ->Document Library Update Metadata from External Database External Database Fusion Programpart
- 16. File Share ->Document Library Update Metadata from External Database Reflection 1. Direct connection to External Data Source – Load the data and updates the items within the Document Library – Optional row level calculation/transformation while in-stream 2. No SQL – Visual query Builder – Support for binding variables within generated SQL – Optional SQL editor for maximum flexibility (Custom functions and Procedures)
- 17. What's on fortoday… • File Share -> SharePoint Document Library + Metadata enrichment – Folder hierarchy conversion and metadata enrichment • 1 Folder hierarchy to flat Document Library • 2 Metadata enrichment via Master Data Store • 3 Metadata enrichment via direct SQL Select • 1, 2, 3 = Integration Job
- 18. File Share ->Document Library Integration Job Fusion Programparts Integration job • Folder hierarchy flat view conversion • Update metadata from Staged MDS • Update metadata from direct SQL Select
- 19. File Share ->Document Library Integration Job Reflection 1. Multiple Programparts combined – Folder hierarchy flat view conversion – Update metadata from Staged MDS – Update metadata from direct SQL Select 2. Smart logging (Structured Job Log) – All activity is logged – Report files embedded in log – Searching and filtering 3. Scheduling using active Batch Engine – Repeat intervals – Only new files since last session – Monitoring and active alerting
- 20. Q&A Jakob Bartholdy Steen Jakobsen EMEA Regional Manager Fusion Principal Architect jba@surfray.com stj@surfray.com jakobbartholdy @SteenGJakobsen @bartholdy