business critical sharepoint

Presented by: Steen Jakobsen – Fusion Principal

Architect Jakob Bartholdy – EMEA Regional

Manager

Business Critical SharePoint

The disconnected enterprise

Enterprise Ressource Planning

(ERP)

Customer Relationship Management

(CRM)

Product Lifecycle

Management (PLM)

Electronical Medical Records (EMR)

HR Information

Systems

Supply Chain Management

(SCM)

Financial Services System

Retail Management

System

SharePoint

SharePointCustomer

Relationship Management

(CRM)

Enterprise Ressource Planning

(ERP)

Product Lifecycle

Management (PLM)

Electronical Medical Records (EMR)

HR Information

SystemsSupply Chain Management

(SCM)

Financial Services System

Retail Management

System

Connecting the Enterprise around SharePoint

Connection the Enterprise Around SharePoint

Master Data Management

Documents

Data

Connection the Enterprise around SharePoint

Master Data Management

Part

Part

Part

• No Coding• No Volume Limit• No SharePoint Farm

Install

Master Data Store (Fusion C/XRM)Customers, Orders, Products, Custom, ..

Fusion ProgrampartsSharePoint , ETL, Aggregate, Query,

Excel, ..

What's on for today…

• File Share -> SharePoint Document Library + Metadata enrichment

– Folder hierarchy conversion and metadata enrichment• 1 Folder hierarchy to flat Document Library• 2 Metadata enrichment via Master Data Store• 3 Metadata enrichment via direct SQL Select• 1, 2, 3 = Integration Job

What's on for today…

• File Share -> SharePoint Document Library + Metadata enrichment

– Folder hierarchy conversion and metadata enrichment• 1 Folder hierarchy to flat Document Library• 2 Metadata enrichment via Master Data Store• 3 Metadata enrichment via direct SQL Select• 1, 2, 3 = Integration Job

File Share -> Document Library

Folder hierarchy conversion

File Share -> Document Library

Folder hierarchy conversion

1. Preserve document file timestamps [Created] & [Modified]

2. In-stream transformations:– Convert “Folder names” to Metadata– Replace-Lookups, Rules, Expressions: Left([filename],3) + Mid([folder2],6)– Handles filename conflicts and illegal characters

3. Source filters: (Synchronization and Incremental processing)– DateTime Intervals, Relative to Today, Incremental using session timestamps.– Size > 5 MB), Type (*.pdf) , Property: [Subject] contains “My Subject”, ..– Name: Regular Expression

4. Target filters: (Synchronization and Incremental processing)

5. One-by-One processing: (File actions)– PDF conversion, Watermarking, Custom API Processing– Retrieve Metadata from external Data Source based on file name and properties– Copy + Delete = Move

SharePoint to SharePointCopy, Move, Transform, Enrich & Remap

Content

What's on for today…

• File Share -> SharePoint Document Library + Metadata enrichment

– Folder hierarchy conversion and metadata enrichment• 1 Folder hierarchy to flat Document Library• 2 Metadata enrichment via Master Data Store• 3 Metadata enrichment via direct SQL Select• 1, 2, 3 = Integration Job

Fusion Master Data Store

File Share -> Document Library

Update Metadata from MDS

”Staging” via Master Data Store.Load, consolidate and aggregate data from multiple sources for integration into SharePoint Lists and Document Libraries

File Share -> Document Library

Update Metadata from Master Data Store

Reflection

1. Data loaded from Microsoft Dynamics AX 2012– Combined with data fro “Microsoft Adventure Works”– Customers , Orders, HR, ..– In-stream transformed and aggregated (e.g. [Total Sales] per

customer)– Based on Template where integration jobs are predefined

2. Mapped to Document library– Primary key = [Account]– Updated [Company Name], [Revenue], [Sales Rep]

What's on for today…

• File Share -> SharePoint Document Library + Metadata enrichment

– Folder hierarchy conversion and metadata enrichment• 1 Folder hierarchy to flat Document Library• 2 Metadata enrichment via Master Data Store• 3 Metadata enrichment via direct SQL Select• 1, 2, 3 = Integration Job

File Share -> Document Library

Update Metadata from External Database

External Database Fusion Programpart

File Share -> Document Library

Update Metadata from External Database

Reflection

1. Direct connection to External Data Source– Load the data and updates the items within the Document

Library– Optional row level calculation/transformation while in-stream

2. No SQL – Visual query Builder– Support for binding variables within generated SQL– Optional SQL editor for maximum flexibility (Custom functions

and Procedures)

What's on for today…

• File Share -> SharePoint Document Library + Metadata enrichment

– Folder hierarchy conversion and metadata enrichment• 1 Folder hierarchy to flat Document Library• 2 Metadata enrichment via Master Data Store• 3 Metadata enrichment via direct SQL Select• 1, 2, 3 = Integration Job

File Share -> Document Library

Integration Job

Fusion Programparts Integration job

• Folder hierarchy flat view conversion• Update metadata from Staged MDS• Update metadata from direct SQL Select

File Share -> Document Library

Integration Job

Reflection

1. Multiple Programparts combined– Folder hierarchy flat view conversion– Update metadata from Staged MDS– Update metadata from direct SQL Select

2. Smart logging (Structured Job Log)– All activity is logged– Report files embedded in log– Searching and filtering

3. Scheduling using active Batch Engine– Repeat intervals– Only new files since last session– Monitoring and active alerting

Q & A

Jakob BartholdyEMEA Regional Manager

jba@surfray.comjakobbartholdy@bartholdy

Steen JakobsenFusion Principal Architect

stj@surfray.com@SteenGJakobsen