1 / 70

Connect 5

Connect 5. For SharePoint 2010. KnowledgeLake Connect 5. In This Presentation: Connect Overview Connect Requirements Connect Installation Connect Initial Launch Explore SharePoint Upload to SharePoint Search SharePoint Office Add-Ins Backstage. Overview. Connect Overview.

gore
Download Presentation

Connect 5

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Connect 5 For SharePoint 2010

  2. KnowledgeLake Connect 5 • In This Presentation: • Connect Overview • Connect Requirements • Connect Installation • Connect Initial Launch • Explore SharePoint • Upload to SharePoint • Search SharePoint • Office Add-Ins • Backstage

  3. Overview

  4. Connect Overview • KnowledgeLake Connect is a configurable desktop application that provides an efficient and intuitive method of saving content from a user’s computer to a SharePoint document library. • Connect increases the usability of SharePoint by enabling users to find and view existing SharePoint content or save and index new content to a SharePoint document library, from an easy to use desktop application.

  5. Connect Overview • When used in conjunction with KnowledgeLake Imaging for SharePoint (not included with Connect), Connect can leverage KnowledgeLake Behaviors such as database lookups, alternate required columns, and validation lists. • With Office integration Connect can Save content from Word, Excel and PowerPoint to SharePoint. Connect provides direct Outlook integration to save Outlook messages and attachments to SharePoint.

  6. Connect Overview • Connect 5 Offers Three Features That Enhance the SharePoint Experience • Explore – Navigate SharePoint libraries to view and edit content • Upload – Upload, Index, and Release content to SharePoint • Search – Create and utilize saved searches to retrieve content from SharePoint libraries

  7. Requirements

  8. Connect Software Requirements • Microsoft .NET Framework 4 Full Framework • And 3.5 with Service Pack 1 if using Unify • Windows 7, Vista SP2, XP SP3 (x32 and x64) • Windows Server 2008 SP2 and (x32 and x64) with the Desktop Experience Feature enabled • Windows Office 2007 SP3 or 2010 32-bit (for support of Office Integration) • Note: KnowledgeLake Connect is not supported in virtual environments

  9. Minimum Hardware Requirements • Pentium 4, 2.4 GHz • 1 GB RAM • 100 MB hard disk space plus space for cached documents • 1024x768 screen resolution

  10. Recommended Hardware Requirements • Dual Core processor • 2 GB RAM • 100 MB hard disk space • 1024x768 screen resolution • TWAIN compatible device for scanning

  11. Server Requirements • Microsoft SharePoint Server 2010 (MSS) • Microsoft SharePoint 2010 Foundation (MSF) • FAST Search Server 2010 for SharePoint • Requires Imaging Server 4.3+ and above • Microsoft SharePoint Online/Office 365 • WSS 2.0 or greater • MOSS 2007 • Microsoft Business Productivity Online Services • For more information about Connect requirements,read the Connect 5 Release Notes

  12. Installation

  13. Installation • While logged in as a local administrator,run Connect.exe.

  14. Installation • Click on Install Connect • Click Next on the Welcome screen. Leave this window up in order to quickly Install Office Add-Ins later!

  15. Installation • Accept the End-User Software License Agreement and click Next.

  16. Installation • Select your preferred installation optionsthen click Next. • We recommend selecting Install Office integration Find out more about Connect Installation Options in the Connect 5 Administrator Guide on pages 2-5.

  17. Installation Connect performs a series of Prerequisites and Installs Components. Simply click next after success status achieved.

  18. Complete the Installation • The installation process runs and is completed in the usual manner.

  19. Installation of Office Add-ins • After completing the Connect Install click on Install Office Add-ins • Click Next on the Welcome screen. • Select Your version of Office and which users have access

  20. Initial Launch

  21. Connect Initial Launch • Start Connect after the installation is complete. • The installation process will place a Connect program icon in the Windows Start menu. • In the usual manner, you will also find a KnowledgeLake program group in the All Programs menu.

  22. Product Activation • When Connect starts for the first time, you will be prompted for your registration key.

  23. Product Activation • KnowledgeLake products requires that you enter a valid registration key before the product is usable. • The registration key should be obtained from KnowledgeLake or your software reseller. • A software registration key is tied to your company and the specific software products that have been purchased and registered by you.

  24. Connect Initial Launch • On initial launch, Connect will not have any SharePoint sites configured.

  25. Connect Initial Launch • Add SharePoint Site by entering the URL. • Click on “Use this location and continue.” • Unless you reconfigure, Connect utilizes your Windows Credentials

  26. Connect Initial Launch • Name your new connection • Determine if you would like Connect create automatic folders for your content • Select the dropdown and choose the sites you want displayed by clicking on the white boxes and turning them blue

  27. Connect Initial Launch • Name your new connection • Determine if you would like Connect create automatic folders for your content • Select the dropdown and choose the sites you want displayed by clicking on the white boxes and turning them blue

  28. Connect Initial Launch • Once you have completed your site selections you may proceed to Connect by clicking the • This arrow will take you to the Explore screen in Connect

  29. Explore

  30. Explore • KnowledgeLake Connect’s Explore mode allows you to view the contents of your SharePoint sites and libraries. • You can upload, open, and manage documents as you would when exploring your Share-Point sites in a web browser.

  31. Connect Explore Interface Upload Search Backstage Navigation Pane Documents Pane

  32. Explore • Expand sites to reveal subsites and libraries that each site contains. • When you have a location selected in the navigation pane, the documents pane displays the documents and folders contained in that location.

  33. Explore • Create a Favorite in the Navigation Pane • Right click on the location you want to make a favorite • Create Favorite sends a copy of the link into the Favorites section of the Navigation Pane

  34. Explore • Sort your documents • Click column headings to sort the documents • Shift-Click column headings to sort by more than one column.

  35. Explore • Filter your Documents • Click on the filter icon on the desired column • Choose the filter criteria • Select values to explicitly include. If any value is selected, documents that do not contain any of the selected values in the filter column will be excluded. Click Select All to quickly include or exclude all values.

  36. Explore • Upload a Document • Select the location that you want to upload the document to • Click on Documents then Upload Document • Select a file and then click Open

  37. Explore • Choose a content type and then specify the document’s properties in the Properties Panel.

  38. Explore • Create a new folder • Select the location where you want to create a folder. • Name your new folder • Once completed your new folder shows up in the document pane, not the Navigation Pane In order to see your folder you must select “show items inside folders” from your SharePoint Library View

  39. Explore • Right clicking on a document gives you multiple options for viewing and indexing • Connect View – opens the document in the Connect Viewer • Imaging Viewer – Opens the document in the Imaging Viewer • Open – opens the document in it’s native viewer • View Properties – Edit, Index, and release to SharePoint • Check In/Out – leverages SharePoint’s ability for document collaboration

  40. Explore • Delete – Remove the document from the SharePoint Library • Email – Send a document as an attachment • Email Link – Send a link in an email message • Download – Download a copy of the document to your machine • Copy URL – Creates a copy of the URL onto your Clipboard • Scan Document – If you have a scanner selected and enabled you can scan into SharePoint using Connect

  41. Upload

  42. Upload • KnowledgeLake Connect’s Upload mode allows you to upload documents to SharePoint. You can select a SharePoint site or library, choose a content type, specify the document’s properties, and release the document to SharePoint. • Click the Upload button on the mode selector to switch to Upload mode. The mode selector is located on the left side of the Connect window, at the top of the navigation pane.

  43. Connect Upload Interface Content Type Pane Properties Panel Backstage Navigation Pane File Queue

  44. Upload • To upload a document click on the Upload Document button • Select the document from your file system • Document is added to File Queue and the Properties Panel opens up • The File Queue has a strict first come – first serve rule • Select a ContentType and Index

  45. Upload • Drag a directly to the File Queue or to a Content Type

  46. Indexing with Connect • When a document is opened with Connect you will have the opportunity to edit the document properties. • Select the appropriate content type. • Apply metadata. • Click Save to release the document to SharePoint.

  47. Send To • Send To  KnowledgeLake Connect is a frequently-used method of sending content to SharePoint using KnowledgeLake Connect. • You must have created a Drop Folder in the Backstage of Connect for this functionality • You must also enable the “Send-To Connect” option

  48. Send To • Use Windows Explorer and navigate to a file you want saved to SharePoint. • Right-click the file to display the Windows submenu. • Click Send To  KnowledgeLake Connect. • This action copies the file to the Drop Folder.

  49. Search

More Related