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Migreren naar DMSforSharePoint TM Bart van Wanroij V 2.0.

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Presentatie over: "Migreren naar DMSforSharePoint TM Bart van Wanroij V 2.0."— Transcript van de presentatie:

1 Migreren naar DMSforSharePoint TM Bart van Wanroij V 2.0

2 Agenda Wie is Epona? Wat is SharePoint? Wat is Epona DMSforSharePoint? 30 minuten doelen: 1e doel: migreren van H: naar HTTP: 2e doel: migreren van PST naar HTTP: 3e doel: goed zoeken…niet op de agenda! Project aanpak

3 Epona - The Company Established in 1993 – Privately Held Offices in Rotterdam, Amsterdam, Frankfurt, New York Multiple SharePoint Solutions & Mission Critical Applications Epona DMSforSharePoint TM Document Management for All Lines of Business Epona DMSforLegal TM Document Management for Law Firms Epona SharePoint Filer TM Content Epona Contact Manager TM Contact Management (CRM) for Law Firms (SQL based) Specialists in software development – multiple verticals 55 Epona Employees 17 developers building custom applications for Legal, Medical, Financial, Government Software sales throughout Europe (with recent sales in North America) 165,000 Licensed Users Globally Partnerships with Microsoft, Cisco, Adobe, DocsCorp, Litera, WorkShare (pending) DMSforSharePoint –The Next Big Thing in Document Management

4 Epona Clients – References (All Software Solutions) DMSforSharePoint - The Next Big Thing in Document Management

5 Epona Technology Partners DMSforSharePoint - The Next Big Thing in Document Management Technology Partners verify the efficacy and intelligence of design

6 Epona – Communities DMSforSharePoint - The Next Big Thing in Document Management Epona sponsors the leading Technology Organizations

7 Wat is SharePoint precies? 1.BestandenNet als File Server 2.Extra VeldenNet als Database Server 3.ZoekmachineNet als Google

8 SharePoint als document management platform? SharePoint 2010 built-in features, capabilities, and savings Document WorkFlow Capability with user notifications - software cost: $0 Enterprise Content Management/Records Management - software cost: $0 Intranet and Extranet Site capability (secured documents) – software cost: $0 Portability - Offline content access (Microsoft WorkSpace 2010) – software cost: $0 Document Comparison built into Microsoft Word - additional software cost: $0 DMSforSharePoint - The Next Big Thing in Document Management

9 DMSforSharePoint has no “Middle Tier” Utilizing only Microsoft Technology DMSforSharePoint provides a Direct Connection between SharePoint and MS Office DMSforSharePoint – The Next Big Thing in Document Management Faster, More Reliable, SharePoint Power – Providing True “Seamless” Integration

10 Right Click Subscribing to Projects or Users DMSforSharePoint - The Next Big Thing in Document Management

11 Familiar Project Centric Organization DMSforSharePoint - The Next Big Thing in Document Management Project Centric Folders Content Inherits Metadata SharePoint Document Collections Supported Recent Documents supported View by Client or Project Resides in the Outlook Tree End-user editable views

12 User Driven Customized Views DMSforSharePoint - The Next Big Thing in Document Management Native Outlook Views Supported Create Category Groups View by Client or Project End-user editable views Persistent or Custom Views

13 Recent Documents Support - Outlook DMSforSharePoint - The Next Big Thing in Document Management Outlook Columns Sortable SharePoint Metadata Fields

14 Recent Documents Support – MS Office DMSforSharePoint - The Next Big Thing in Document Management

15 Easy & Intuitive Search for Content from within Outlook DMSforSharePoint - The Next Big Thing in Document Management Use Outlook Search Bar Full Text Search Metadata Search Across all SharePoint Sites Or in Specified Projects Supports FAST Search Use Advanced Search

16 Automatic Management Capability DMSforSharePoint - The Next Big Thing in Document Management 1.Click: “Send” 2.Browse: to Location 3.Click: Ok 4.“Luggage Tag” added 5.Reply: Automatically Saved

17 Management - Manually Filing from Within a Message DMSforSharePoint - The Next Big Thing in Document Management Filing BarBrowse/Search Indicator Bar Use Filing Bar to Search/Browse for Location Click File to Save to SharePoint Once Filed “Yellow” Indicator Bar Displays

18 Management - Manually Filing In Bulk DMSforSharePoint - The Next Big Thing in Document Management Multi-Select to be moved/copied Use “File Bar” to select Sharepoint Location Click File to store content in SharePoint Filing Bar Browse/Search Click to File Multi-Select

19 Easily Content or Links DMSforSharePoint - The Next Big Thing in Document Management

20 Versions of documents as needed DMSforSharePoint - The Next Big Thing in Document Management

21 Comparing Documents and Versions DMSforSharePoint - The Next Big Thing in Document Management Native Office Version Compare Retrieve from SharePoint or Locally Save to SharePoint or Locally Also integrated with….

22 Right Click for: Document Information & Permissions/Security DMSforSharePoint - The Next Big Thing in Document Management

23 Support for meta data store DMSforSharePoint supports the use of the new SharePoint 2010 Meta Data Taxonomy Store DMSforSharePoint - The Next Big Thing in Document Management Office support Outlook Support

24 Doel 1: H: naar HTTP: Wat zijn de verschillen tussen H: en LAN workspaceIntranet / Home workspace Network file systemDatabase file system Disk basedDatabase based, disk based File PropertiesFile and Metadata properties Not IndexedSearch Services No StateWorkflow Services Offline foldersSharePoint WorkSpace

25 Bouw een SharePoint farm Architectuur tips: Minimaal 2 Web Front Ends SQL database apart Veel geheugen WFE en SQL Ifilters voor PDF en MSG Search server apart en frequent incrementeel zoeken Site ontwerp aanpassen aan: Hoeveelheden gegevens / BLOB vs RBLOB Backup strategie Scope bij het zoeken Permissies model

26 Recept voor een Site ontwerp ROOT Clients Projects Documents Folders Inheritance Managed path, eg /clients Multiple content databases Site Collection Site DocLib s Client Metadata Project Metadata

27 Provisioning & Permissions Hoe worden Sites aangemaakt? Externe systemen Migratie proces Templates voor Site Collecties, Sites, Document Libraries Permissies Wie stelt het wanneer in? Model: open of gesloten Op welk niveau instellen Groepen Breken van overerving Performance impact van gedetailleerde permissies Mark as Private voorziening

28 Migratie files - hulpmiddelen SharePoint Explorer weergave File Importer Client toepassing Rechten op de File Server? Server versie Windows gebruiker instellen? Migratie tools Hummingbird.. Autonomy, ea

29 Migratie van Papier?

30 Preview en Edit in Outlook

31 Doel 2: PST naar HTTP Overwegingen: Persoonlijke Zakelijk document Alles opslaanAlleen overeenkomsten op afstand Contract bindendTotstandkoming relevant +1 GB per user per jaarWeggooien na 3 jaar? MSG alleen opslaanContact apart en MSG apart opslaan Verzonden opslaanAlleen ontvangen opslaan SMTP in/uit journaliserenUser discretion project centric opslaan Migratie moment schoon10 Gb PST history mappen en import

32 Management Als je besluit *.msg bestanden op te slaan in SharePoint: Eenvoudige werkwijze, dus integratie in Outlook Sent mail zowel als Inbound mail Gebruiker is de beslisser MSG en contract opslaan, MSG bevat relevante metadata MSG Ifilters, recursief bijlagen doorzoeken Bij voorkeur AutoFiling inzetten Openbare Mappen Exchange uitzetten, één plek voor Combinatie met retentie/archief policies Outlook mailboxen Denk aan op tijd wissen van informatie

33 MSG/PST migratie tools Gebruik een tool die recursieve folders kan migeren Handmatig voor een groot deel De-Dupliceren van op bestemming Plaats geen PST file in SharePoint, maar de inhoud Enorme groei SharePoint databases tijdens migraties PST

34 Doel 3: Zoeken – niet op agenda Tips & Tricks: Aparte Search server Gratis Foundation server samen met Search Express Search databases 30% van de grootte echte data 64-bit Ifilters PDF+, MSG, VSD Faceted Search van Standard Search Server Previews met Hit Highlighting van FAST Search Tekstherkende PDF bestanden vanaf de scanner zie Adobe Epona customer caseAdobe Epona customer case

35 Faceted Search

36 Explore the DMSforSharePoint value Migratie aanpak naar DMSforSharePoint 1.Presenteren – Demonstratie2 uur 2.Proof of Concept on site8 uur 3.Pilot project24 uur 4.Productie project> 120 uur Gemiddelde doorloopiijd DMS migratie is:6 – 9 maanden DMSforSharePoint - The Next Big Thing in Document Management

37 DMSforSharePoint by Epona Presentatie gegeven door Bart van Wanroij, Epona DMSforSharePoint - The Next Big Thing in Document Management


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