Building an EDRM solution on the Microsoft

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
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

1. Collaboration to create a new document.
2. Creating a record from a WSS document.
3. Creating a doc using document assembly.
4. 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

• Dont 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