ILTA, 2008 Sharepoint and eDOCS-DM Integration Capabilities...
Transcript of ILTA, 2008 Sharepoint and eDOCS-DM Integration Capabilities...
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Sharepoint and eDOCS-DM Integration Capabilities and Possibilities
ILTA, 2008
Bengt Ringh – CIO Advokatfirman Vinge
Staffan Hugemark – CEO Traen Sweden AB (formerly Intelligo AB)
SharePoint vs eDOCS DM
SharePoint – an excellent web platform for:- Intranet- Extranet- Portal
eDOCS DM – a great infrastructure to:- Store, search and work with documents- Controls security and audit trail- Manages life cycle (RM)
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Combining SharePoint and eDOCS DM
Use respective platform where it is strongest:- SharePoint to publish, share, aggregate,
collaborate- eDOCS DM to manage content
Th i iThree main scenarios:- Intranet - Documents are managed in eDOCS
DM and published to SharePoint- Portal - SharePoint is used as a client to eDOCS
DM- Extranet - Documents are shared through
SharePoint
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DM Webparts
Gives access to eDOCS DM through Sharepoint SharePoint ClientAuthenticates through DM – users need to be DM usersTwo different modes:
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Two different modes:- Active – Uses DM Extension for document
activities and application integration.No additional login!
- Passive – HTML-forms for document activites. Manual check out/check in document access.
DM Webparts
Webpart – Document List- Search Result (fixed or from Search Form)- Recently Edited Documents- Documents for Dynamic View level- Folder Contents / Quicksearch Result
Webpart – Search Form
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Webpart – Search Form- Renders DM Search Form
Webpart – Tree View- Displays Libraries with Quick Searches and Public Folders
Webpart – Dynamic View - Displays DM Dynamic Views
Webpart – Upload Document- Renders DM Profile form and uploads document to DM
DM Webparts
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Vinge Digital Workspace
Mission: To Create a Digital Workspace
An integrated workspace to address and manageOur need for information
Our document production
Our external communication
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VDW, Key Objectives
One single access point to all matter information - Full integration to eDOCS DM, intranet, internal workflows
and back end systems
Personlized information – effiency and security
Leading Guidelines – risk management
Ease of Use – ROI- Intelligent email functionality
- Intuitive user interface
Future proof – standardized, scalable and flexible!
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VDW, Fundamentals
eDOCS DM manages all documents
SharePoint used as User Interface
Webparts used to access documents
eDOCS DM controls securityy
Users can work through standard DM or SharePoint
eDOCS DM Dynamic Views used for client/matter navigation in SharePoint
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DM/SharePoint Sync
Automatic document sync between eDOCS DM and SharePoint
Save and profile SharePoint documents directly into eDOCS DM
Mi d t f DOCS DM t Sh P i t
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Mirror documents from eDOCS DM to SharePoint
Links together DM folders with SharePoint lists
Sync from SharePoint to DM
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When a document is uploaded in a linked SharePoint list…
… it is automatically saved and profiled into eDOCS DM, inheriting metadata and security from the parent folder.
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Sync from DM to SharePoint
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Just drop the document to the applicable folder and it is automatically…
Sync from DM to SharePoint
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… uploaded to the applicable SharePoint list where it inherits security from the parent list.
Vinge Intranet – Document Content
Challenge:- Documents should be managed in eDOCS DM- All users publish documents- No additional training
Solution:- Build a DM folder structure where users can file
documents- DM/SharePoint Sync automatically updates the
SharePoint lists on the Intranet - Folder security controls who can add documents
where
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Demo 2 Vinges Digital Workspace
External Communication - Projectsite
Questions?
Visit us at booth # 822
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More Information
The following slides are for reference and more information.
They present Vinge and the Vinge Digital y p g g gWorkspace project.
There are also more screenshots of the eDOCS DM Webparts used in the solution.
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Road to Success, Lawyers Needs First!
Listen to the users (but not too much)
Get them involved ”We do this for you”
Communicate and identify success factors
Quick responses, show progressQ p , p g
Start simple
The Project, How We Got Started
2004-2005 Interest build up
- Matter centricity ”teaser to important partners”
- Funding and engagement
2006 P j t St t U Vi VDW2006 Project Start Up, Vinge VDW
- Reference Group, identify the right people
- Seminar to gather needs and ideas for working processes
- PowerPoint Prototype
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The Project, How We Moved Forward
2007 Development (and adjustments)- Regular referece group meetings, extension of reference group
- Real prototype
- Build of the information part
- Start up of extranet project VingeDigital
Workspace
Information
KnowledgeManagement
ProductionClient/Matter
Centric
Knowledge DBDM, Mail, Project
Information
ExternalCommunication
Project-sites Client-sites
Vision for the future
Roadmap
Step…
Vinges Digital Workspace
Functionality
CollaborativeWorkspace
Access for Selected Clients
Three major milestones, minor releases in between
Step 1
Step 2
Step 3
Base level
Production Workspace
Information Workspace
Vinge Workspace - Relationships
Information
ProductionWorkspace
CollaborativeWorkspace
Documents can be created directly from Knowledge
Collaborative workspace gives automatic access to
Knowledge documents based on practice area
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Information Workspace
Know-HowDatabase
Samarbetsplats med vissa
klienter
directly from Knowledge documents
Documents from production shared with clients
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Screenshots of Webparts
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Document List Webpart
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Document List – Filter E-mails/Documents
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Document List – Group Search Result
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Document List – Context Menu
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Multi-Select Actions
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History
Document List – Web Forms in Passive Mode
Folder Contents
Show/Edit Profile
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Document Security
Search Form Webpart
Automatically renders DM Search Form
No additional design needed!
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Combine with Library Selector Webpart for Multi-library searching
Tree View Webpart
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Dynamic Views WebpartClickable Crumb Webpart
Manage subscriptions
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One of several possible
configurations and layouts
Dynamic Views Webpart
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Highly configurable to serve different purposes
e.g Browse for documents, Navigate a portal
Upload Document Webpart
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