sharepoint online as a document m anagement s ystem
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Dudok de Wit David. SharePoint Online as a Document M anagement S ystem. Index. Documents management in a deskless company SharePoint Online as a solution Redesigning the documentary organization Interoperability with the existent infrastructure - PowerPoint PPT PresentationTRANSCRIPT
Dudok de Wit David
Documents management in a deskless company
SharePoint Online as a solution
Redesigning the documentary organization
Interoperability with the existent infrastructure
Extending SharePoint Online's functionality
Bachelor’s thesis project Deskless company day-to-day work
Remote collaboration with classic Office tools Coordination via a custom made CRM Multiple distributed documents versions, not
always accessible Typical questions about documents
Do they exist? Where are they? Which ones should be used?
Slows the company expansion
Document Management System CriteriaCentralized solutionCRM interoperabilityMicrosoft Office interoperabilityReasonable pricing
Microsoft SharePoint Online
Most used applications at ISMATMost used applications at ISMAT
Web Services, WebDAV, SharePoint Designer, Etc.
Web Services, WebDAV, SharePoint Designer, Etc.
ISMAT CRM
General comparison
CHF 395.-+ installation
CHF 153.-
CHF 537.-+ installation
Monthly costs*
*for 15 users, including maintenance,
July 2009 numbers
Before:No common tree logic between workers
•Mixed private and professional folders •Duplicate files and folders•Scattered files •Irrelevant documents that needed to be deleted
After:Tree logic redesigned with SharePoint in mind
•Added meta-data to documents which allowed:
• easier sorting• views creation• grouping
•Implemented a rights strategy•Linked documents with clientsHow to keep clients information consistent between
the existing CRM platform and SharePoint Online?
Using SharePoint Online’s Web Services and PHP5’s own SOAP implementation
CRMNew client
Collaborator zone
ISP Server zone Microsoft SharePoint Online zone
Identified user on the CRM
MySQL DB
CRM
POSTClients list update
with SOAP
«New client» form sent
Clients table update with
PHP
Web ServicesASMX 2.0
Clients lists is read only
from the SharePoint user interface
ISP Zone
Business process Select and personalize
generic consulting material for customers
Productivity objective Reduce human actions reduce errors
Technical objective Copy multiple documents between lists and add client metadata
JavaScript / jQuery pluginWorks with the Document Library
Web PartUses Web Services and information
available in the HTML code
Adding functionality in the user interface
JavaScript plugins installation methods Store the jQuery library and the plugin in a
Document Library in the root of your Site Collection and reference it from the ASPX page▪ Best practice compatible with code auditing▪ End-users can’t manipulate it
Use a Content Editor Web Part with the script reference in it▪ Only a browser is needed▪ Easy to try out
Use a configuration file
Advantages Executed on the client side, no risk to break the
server Visually integrated with SharePoint’s GUI Can support real business processes
Portable Easy configuration (GUIDs input not obligatory) Only one script reference to add
Compatible with IE,FF, Chrome, Safari, … Thanks to the jQuery API
Official documentation Microsoft Open Specifications Center
http://msdn.microsoft.com/en-us/openspecifications
Microsoft Interoperability Webcasts http://www.microsoft.com/france/interop
SharePoint Online Standard Developer Guide
SharePoint / Office Live JavaScript API http://darrenjohnstone.net
David Dudok de WitMScIS Student at HEC Business School
Lausanne
Email: [email protected]
IT blog: www.dudokdewit.net