Scribe Technical Workshop Adapter for OLE DB Import-Export Wizard September 13, 2007

© SCRIBE SOFTWARE CORPORATION 2007 Product Development Update Bob Sturim Vice President of Products Mark Walker Product Manager

Topics  Looking Back: Recent Releases  Looking Ahead –Strategic Initiatives –Roadmap © SCRIBE SOFTWARE CORPORATION 2007

Recent Releases: Insight  Insight 6.1 – June 2007 –Import-Export Feature –Julian Date Handling Enhancements –Xpath Enhancements –Bug fixes © SCRIBE SOFTWARE CORPORATION 2007

Recent Releases: Adapters  Scribe Adapter 3.7 for Microsoft Dynamics GP – June 2007 –Support for Dynamics GP 10.x –Additional Supported Objects –Bug Fixes  Scribe Adapter for Microsoft Dynamics GP – August 2007 –Bug Fixes © SCRIBE SOFTWARE CORPORATION 2007

Recent Releases: Adapters  Scribe Adapter 4.5 for SalesLogix – August 2007 –Support for SalesLogix 7.2 –Pick List Support –Improved Help –Improved User Counting –Bug Fixes © SCRIBE SOFTWARE CORPORATION 2007

Recent Releases: Adapters  Adapter for OLE DB – August 2007 –Connectivity to OLE DB data sources © SCRIBE SOFTWARE CORPORATION 2007

Recent Releases: Templates  Dynamics GP to Dynamics CRM – August 2007 –New Import-Export Wizard –Updated.NET change pattern –Support for case-sensitive databases –New user acceptance test plan –Field mappings

Recent Releases: Templates  e-Commerce to Dynamics GP – Sep –Uses Scribe provided sample Yahoo! store –Can use for demo purposes –Serves as framework for connecting other e- Commerce systems to GP –Help includes guide for putting in your own ERP system © SCRIBE SOFTWARE CORPORATION 2007

Looking Ahead  Improved documentation – Rewrite of help for the revised templates – All prerequisite component documentation in one help file  Updated adapter training – CRM, GP, Salesforce, SalesLogix – Each course divided into modules – Pre-recorded multi-media content and quizzes for each module – Can pause and resume during the recording  Better partner communication – A closed-loop feedback loop with partners – A product roadmap

Roadmap: Insight  Insight 6.2 (“Bonito”): Late September –.NET 2.0 Upgrade Requires update to adapters –Adapter for ACT! supports 2007/8 Maintain support for ACT! 2005/6 via Insight 6.1  “Hammerhead”: Q –Vista Support –Improved install, upgrade and registration processes –Update Embedded components –SQL Server Clustering © SCRIBE SOFTWARE CORPORATION 2007

Roadmap: Insight  “Pirranha”: Q –Adapter SDK –LongHorn © SCRIBE SOFTWARE CORPORATION 2007

Roadmap: Adapters  Dynamics CRM 4.0 –Microsoft Showcase Program –Beta 1: September 5, 2007 Migrations into MS CRM –Beta 2: October 1, 2007 Migrations Integrations Customer-deployed CRM Live Dynamics CRM 3.x and Higher –GA: December, 2007 © SCRIBE SOFTWARE CORPORATION 2007

Roadmap: Adapters  Dynamics NAV –Demo version: October 2007, Convergence EMEA –Beta: November 2007 –GA: December 2007 –Supports: Navision 3.7 & Higher Native & SQL Server Databases Both standard and custom objects © SCRIBE SOFTWARE CORPORATION 2007

Roadmap: Templates  ERP to Dynamics CRM: September 2007  Dynamics GP to Dynamics CRM –Beta: October 2007 –GA: December 2007  Dynamics CRM to Dynamics Navision –GA: December 2007 © SCRIBE SOFTWARE CORPORATION 2007

Feedback is Welcome  Bob Sturim –Vice President of Products –  Mark Walker –Product Manager © SCRIBE SOFTWARE CORPORATION 2007

Q & A Adapter for OLE DB Q&A

© SCRIBE SOFTWARE CORPORATION 2007 Adapter for OLE DB Mike Bates Template Developer

Availability  The Adapter for OLE DB is a free component  Currently available as a download from the Scribe Community – Adapter for OLE DB download pageAdapter for OLE DB download page  To be included with the core product install in Hammerhead

Overview  An OLE DB provider uses Microsoft’s OLE DB technology to provide connectivity to a specific data source  Scribe’s Adapter for OLE DB acts as a consumer by leveraging the provider to perform read and write operations against that data source

Usage  For databases and applications without a Scribe adapter a native connection is recommended  If no native connection is available then either and ODBC or OLE DB connection is required

OLE DB Benefits  Provides connectivity to data sources previously inaccessible through Scribe –MySQL –SQLAnywhere –FoxPro  Provides connectivity to varying implementations of ODBC

OLE DB Limitations  Slower than ODBC connections  Less functionality –Does not support some Scribe features Object relationship management Required fields

Working with the Adapter for OLE DB Connection Dialog

Q & A Adapter for OLE DB Q&A

© SCRIBE SOFTWARE CORPORATION 2007 Import-Export Wizard Dave Baker Pre-Sales Engineer

Import-Export Use Cases  Moving from Test to Production – No need for rebuilding collaboration components in the Console – Set new environment criteria for streamlined deployment  Backup/Recovery – Backup of collaboration components – Redeployment is just a few clicks away

Import-Export Use Cases  Creating your own Scribe Templates – Build a distributable, pre-configured solution – Save time and effort, ensuring consistent results  Deploying a Scribe Solution Template – Scribe templates will be transitioned to the new import-export format (GP-CRM complete) – Save time and effort, ensuring consistent results

Import-Export Wizard Will Do’s  What the Import-Export Wizard Will Do –Will install integration processes –Will install any monitors and data view –Will enable you to set local connections for all elements in one screen –Will install any supporting files in collaboration folder

Import-Export Wizard Won’t Do’s  What the Import-Export Wizard Will Not Do –Will not install Scribe Insight –Will not install any Scribe adapters –Will not move site settings and security settings –Will not preserve any existing publisher objects for Dynamics CRM and Salesforce –Will not configure your SQL Server

Q & A Import-Export Q&A