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SuperOffice and SharePoint Document plug’in

ByOPTIMILA AS

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OPTIMILA

•Close relationship with SuperOfficeIntegration and customisation

• Document management and records management specialists.

Process focusConsultingProcurementDesignRolloutProject managementCompetence

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SharePoint.

1. Microsoft SharePoint Services 3.0 (MSPS) – Free for users of MS Serer 2003 or newer.2. Microsoft Office SharePoint Server 2007 – MOSS2007 – Licensed

1. Standard client access.2. Enterprise client access.

3. New release in 2010, SharePoint 2010 and SharePoint Foundation 2010MOSS 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.

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SharePoint Enterprise

1. Version control2. Document level security3. Check-in check out4. Publishing5. Policies6. Alerts7. Information Rights management 8. Advanced search9. Out of the box workflow10. Records Management11. Custom workflows and applications

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Some examples.

Policy message in Office 2007

Advanced versioning in SharePoint

Workflow on documents

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Can be presented in Office or SharePoint with or without the InfoPath client installedOften used in conjunction with workflowFor more benefits: Click here

InfoPath

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Version control

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Security down to document level

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SharePoint services v3

• Organize• Alerts and announcements• Check in and check out• Version controll

Access to earlier versions• Offline sync through Outlook 2007• Closely integrated with Office 2007• RSS feeds, mobile ++• Free for Windows server 2003 and newer.

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Simplify with SuperOffice document plugin

Simplify document discovery in SharePoint by letting SuperOffice control the process.

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Write and transfer metadata

•Title•Customer name and ID•Project name and ID•Contact name and ID•SuperOffice Document ID.•SO Template name

Also ch

ange

s

in SO ar

e

captu

red

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Document plug’in

• Create documents.• Edit documents.• Version management.• Show documents.• Delete document.• Print document.• Email documents• Automatic Check in, check out

SuperOffice

SharePoint Services

SharePoint Document Plugin

Custom Web Service

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Edit and check in new version.

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Versions

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SharePoint information on the document

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Delete and print

• No change in SO Functionality• The file is downloaded and printed.•The file is deleted in Sharepoint, but can be recovered from SharePoint Recycle Bin.

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SharePoint structure

•A site collection for SuperOffice. (Using a root site)• Creates libraries and folders dynamically.• Company documents are saved in one library where every contact get it’s own folder.• Documents for project are saved in it’s own Library.

Root Site

Contact library

Project Alibrary

Project B library

Contact A

Contact B

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Projects

• Creates a Library in SharePoint.• Transfer project description.• Different view can be defined in SharePoint based on metadata transferred from SuperOffice, typical

Documents of template ”International letter”Documents linked to a person

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Projects

• Easy access to SharePoint project library via SuperOffice:

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Companies

• Creates a folder in SharePoint• One folder per Company/ department• Different views can be defined across contacts

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Web panels, Standard SharePoint search

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Web panels exampleCustom MOSS search resultspage

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SuperOffice admin support

Configure plug’in to match your SharePoint installation.

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Logging to client event log

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System requirements

• SuperOffice 6.x from 6.0 Sr3• SharePoint Services v 3 or Office server 2007 (MOSS 2007)• SharePoint Foundation 2010 or SharePoint 2010• Microsoft Office 2003sp3 ,2007 or 2010(requires SharePoint legacy support)• Internet Explorer 6 or newer.• For more system requirements please refer to SharePoint Services v.3 system requirements• 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)• Office must have the support for Windows SharePoint Services installed(default on most installations)

2010 installs this legacy support automatically

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SuperOffice 7.1

•Serverside plugin can be created for SuperOffice 7.1 or newer upon requestWill then work for both web and windows clients (Netserver)Work will start when SuperOffice 7.1 is available for testing if requestedDepending on SuperOffice strategy current plugin might work for SuperOffice 7, TBD by SuperOffice

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Travel

• Documents not offline• Need access to SharePoint via network.• Can be used with some limitations

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Stories

• SharePoint plugin installed in a terminal server environment with a mix of environments (2003 and 2008 servers, both 32 and 64Bit)

• Migration tool created to support moving documents from test to production server without breaking links in SuperOffice

• Installation and configuration, users up and running in 3 hours.|

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Contact

Robert.Ystenes@optimila.com90956286