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Building an EDRM solution on the Microsoft & Tower Platform

Building an EDRM solution on the Microsoft & Tower Platform. Jonny Chambers (Microsoft) & Jason Boswell (Tower Software). Agenda. Microsoft and Tower Software EDRM Architecture Scenarios Futures Questions. Microsoft/ Tower Partnership. Tower are UK managed partner

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Building an EDRM solution on the Microsoft & Tower Platform

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  1. Building an EDRM solution on the Microsoft & Tower Platform Jonny Chambers (Microsoft) & Jason Boswell (Tower Software)

  2. Agenda • Microsoft and Tower Software • EDRM Architecture • Scenarios • Futures • Questions

  3. Microsoft/ Tower Partnership • Tower are UK managed partner • Viewed as key EDRM partner globally • Working with Tower across number of accounts • Just passed the platform software verification tests for ISV competency

  4. Trim Client An architecture for EDRMS Trim Services SharePoint Web Parts Collaboration Mail – Exch/Notes Local Storage Desktop Productivity Web Content Core Components SQL Server Common Platform Windows Server

  5. Scenarios/Demo • Collaboration to create a new document. • Creating a record from a WSS document. • Creating a doc using document assembly. • Finding Documents - options

  6. Collaboration to create a new document.

  7. Benefits • Share information • Collaborate on documents • Collect team knowledge

  8. Creating a record from a WSS document.

  9. Benefits • Don’t have to leave workspace. • Compliance • Use of classification from the workspace

  10. Creating a doc using document assembly.

  11. Benefits • No duplication of Data Entry • Easily accessible templates • Automatic registration in TRIM • Automation of repetitive tasks – more time for creative work

  12. Finding Documents - options

  13. Benefits • Portal search across all repositories • Filtered results based on TRIM security • No TRIM training required to search TRIM

  14. Futures • Web Services • Hit Highlighting when searching • Web Content Management

  15. Questions?

  16. Appendix

  17. Context Sharepoint Client Access Guided Tour March 2004

  18. SharePoint Portal

  19. Keyword Search

  20. Search Results

  21. Expanded Search Results with document selected More metadata

  22. Get a Copy of a Document Highlight and Click Copy Button

  23. Get a Copy of a Document Standard Browser Dialogue

  24. Get a Copy of a Document Document Launched in Native Application

  25. Office 2003 – SharePoint Collaboration Word “send to” as an Attachment

  26. Office 2003 – SharePoint Collaboration Create a shared workspace site and send link to eMail recipients as attendees

  27. TOWER Software Document Versions Check-Out Prevents Others from Making Changes Check-In Creates a New Version Cancel “undoes” the Check Out

  28. Create Record Select a Record Type

  29. Create Record Complete Metadata Submit for Creation

  30. Create Record and Add Document Standard Browse File Upload Dialogue

  31. Advanced Search Includes Full Content Text Search Includes User Defined Metadata

  32. Execute Saved Searches

  33. Search TRIM Trays

  34. Context Sharepoint Client Access TOWER Software EMEA www.towersoft.com

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