SharePoint and ECM:

Better Together

Steve Bouton – Channel Account Manager

Hyland Software

Why are organizations

using SharePoint?

Microsoft SharePoint – Why?

• Worker productivity

• User-driven process and document

management

• Information sharing

• Web Content Management (WCM)

• Collaboration

Microsoft SharePoint – Why?

• IT staff must support the needs of workers

• IT benefits:

– Eliminates the “File Share”

– Eliminates email-based collaboration

• Reduces the burden on email servers

• Eliminates redundant file storage

– Eliminates the need for a dedicated Web developers

Why integrate OnBase

and SharePoint?

Information Silos

Information Silos Application Jumping

Custom Coding

Without Integration…

• How many disparate systems are users required to use to perform their primary job tasks?

• How much training and support is required for users, regardless of location?

• How do SharePoint users manage paper documents?

• How is information made easily available to users?

• How are records managed consistently across multiple systems?

What’s the value to your customers?

• Leverages existing investments

• Promotes worker efficiency

• Easy remote and public user access

• No costly custom development

What’s the value to your customers?

• Content management and accessibility in the way

that best meet the needs of every user.

– With no custom development.

• Contextually connecting related information:

– Regardless of the primary interface application.

– Regardless of where it is stored.

How do our integrations

solve these challenges?

IT Staff

OnBase Solution Story

Corp. Headquarters Product Labs

Project Manager CFO AP Clerk

Microsoft SharePoint Integrations

Microsoft SharePoint Integrations

Web Parts

…allows OnBase users to search, retrieve, view and interact

with the OnBase documents, business processes and

collaboration spaces they need to perform

their primary job responsibilities from within

SharePoint Web pages.

OnBase Web Parts

Install

HR Web Part

ERP Web Part

Your HR Application Server

Your ERP Application Server

Web Browser

Web Server

Disk Groups

Database

HTTP

HTTP

HTTP

HTML

HTTP

HTML

HTTP HTTP

HTML

Web Parts

Standard OnBase Portlets

HTML Custom Queries

Module-specific Portlets

BAM Portlets

StatusView

• The foundation for Web Parts for Microsoft SharePoint

• OnBase includes a total of 13 portlets!

• New portlets for StatusView are automatically extended as they are developed!

StatusView

• NOT a separate module

– Included with Web Server

– Does currently require a separate database

license

• FREE!

– Enhances Web Server at no additional cost!

StatusView Portlet

Web Part

Web Parts for Microsoft SharePoint

IT Staff Corp. Headquarters Product Labs

AP Clerk Project Manager CFO

OnBase Solution Story

Microsoft SharePoint Integrations

Site Provisioning

…leverages OnBase Workflow to apply

approval process controls to

SharePoint site creation requests.

Once site requests are approved,

OnBase Workflow automatically

creates SharePoint sites.

http://xxxxxxxxxxxxxxxxxxxxxxxxxxx

Site Provisioning

Corp. Headquarters Product Labs

AP Clerk Project Manager CFO

OnBase Solution Story

IT Staff

Shared component:

OnBase Viewer for SharePoint

Microsoft SharePoint Integrations

OnBase Viewer for SharePoint

with optional Workflow panel

Microsoft SharePoint Integrations

OR

OR

OR

Index Server

Integration for Microsoft Search

Integration for Microsoft Search

• Using Microsoft SharePoint as a front-end, OnBase

can participate in enterprise searches across

multiple systems:

– Secondary repositories

– File Systems

– Web sites

• Transparent to the user

IT Staff Corp. Headquarters Product Labs

AP Clerk Project Manager CFO

OnBase Solution Story

Microsoft SharePoint Integrations

Archive Services

…transfers SharePoint content into OnBase

to take advantage of advanced enterprise content

management, including complex workflow

processing, centralized records management

and robust storage solutions.

Archive Services

Archive Services

• Three methods of archiving:

– Ad hoc

– Scheduled (Automatic)

– Check-In (Automatic)

IT Staff Corp. Headquarters Product Labs

AP Clerk Project Manager CFO

OnBase Solution Story

Microsoft SharePoint Integrations

Ad-hoc Scanning

Enables (ad-hoc) scanning for

Microsoft SharePoint users,

to complement its native capabilities.

Ad Hoc Scanning

Ad-hoc Scanning

• Allows users to scan document images

directly through SharePoint as:

– List Item attachments

– Document Library items.

IT Staff Corp. Headquarters Product Labs

Project Manager CFO AP Clerk

OnBase Solution Story

Microsoft SharePoint Integrations

Content Connector

Provides a high volume scanning

and capture solution for SharePoint

that complement its native capabilities.

Rules + Actions

Content Connector

Content Connector

• Any OnBase batch processed documents:

– Scan Queues

– COLD

– DIP

– XML TIP

– Others

• Post links to SharePoint (based on rules) as:

– Attachments to List items

– Document library documents

IT Staff Corp. Headquarters Product Labs

Project Manager CFO AP Clerk

OnBase Solution Story

Microsoft SharePoint Integrations

Resources for you !

Product Information…

www.hyland.com/community

Questions & Answers

Thank you!