business critical sharepoint
TRANSCRIPT
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
[email protected]@bartholdy
Steen JakobsenFusion Principal Architect
[email protected]@SteenGJakobsen