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 Criteria Centralized solution CRM interoperability Microsoft Office interoperability Reasonable pricing  Microsoft SharePoint Online

Most used applications at ISMAT Web Services, WebDAV, SharePoint Designer, Etc. ISMAT CRM

 General comparison MOSS Custom code + Optimal integration with MS Office - Too expensive Alfresco (hosted by an ISP) + Open source, highly customizable - Expensive to configure and maintain - Reduced ecosystem Microsoft SharePoint Online (hosted by Microsoft) + The best of MOSS 2007, only less expensive + Optimized for deskless workers - Custom code is not possible CHF installation CHF CHF 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 clients How 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 CRM New client Collaborator zone ISP Server zoneMicrosoft SharePoint Online zone Identified user on the CRM MySQL DB CRM POST Clients list update with SOAP «New client» form sent Clients table update with PHP Web Services ASMX 2.0 Web Services ASMX 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 plugin  Works with the Document Library Web Part  Uses 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  Microsoft Interoperability Webcasts  SharePoint Online Standard Developer Guide  SharePoint / Office Live JavaScript API 

David Dudok de Wit MScIS Student at HEC Business School Lausanne IT blog: