Migreren naar DMSforSharePoint TM

Presentatie over: "Migreren naar DMSforSharePoint TM"— 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 DMSforSharePointTM Document Management for All Lines of Business Epona DMSforLegalTM Document Management for Law Firms Epona SharePoint FilerTM Content Epona Contact ManagerTM 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
Technology Partners verify the efficacy and intelligence of design DMSforSharePoint - The Next Big Thing in Document Management

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

7 Wat is SharePoint precies?
Bestanden Net als File Server Extra Velden Net als Database Server Zoekmachine Net als Google

8 SharePoint als document management platform?
SharePoint 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 Faster, More Reliable, SharePoint Power – Providing True “Seamless” Integration DMSforSharePoint – The Next Big Thing in Document Management

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

11 Familiar Project Centric Organization
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 DMSforSharePoint - The Next Big Thing in Document Management

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

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

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

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

16 Automatic E-mail Management Capability
Click: “Send” Browse: to Location Click: Ok “Luggage Tag” added Reply: Automatically Saved DMSforSharePoint - The Next Big Thing in Document Management

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

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

19 Easily E-mail 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
Native Office Version Compare Retrieve from SharePoint or Locally Save to SharePoint or Locally Also integrated with…. DMSforSharePoint - The Next Big Thing in Document Management

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 Office support Outlook Support DMSforSharePoint - The Next Big Thing in Document Management

24 Doel 1: H: naar HTTP: Wat zijn de verschillen tussen H: en HTTP:?
LAN workspace Intranet / Home workspace Network file system Database file system Disk based Database based, disk based File Properties File and Metadata properties Not Indexed Search Services No State Workflow Services Offline folders SharePoint 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
Managed path, eg /clients Multiple content databases ROOT Clients Client Metadata Site Collection Inheritance Projects Project Metadata Site Inheritance s DocLib Documents Inheritance Folders Inheritance

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 opslaan Alleen overeenkomsten op afstand Contract bindend Totstandkoming relevant +1 GB per user per jaar Weggooien na 3 jaar? MSG alleen opslaan Contact apart en MSG apart opslaan Verzonden opslaan Alleen ontvangen opslaan SMTP in/uit journaliseren User discretion project centric opslaan Migratie moment schoon 10 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 case

35 Faceted Search

36 Explore the DMSforSharePoint value
Migratie aanpak naar DMSforSharePoint Presenteren – Demonstratie 2 uur Proof of Concept on site 8 uur Pilot project uur 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