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

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Presentation transcript:

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 Viewed as key EDRM partner globally –Working with Tower across number of accounts Just passed the platform software verification tests for ISV competency

Windows Server Common Platform Mail – Exch/NotesLocalStorage Core Components DesktopProductivity Collaboration WebContent Trim Services Trim Services SQL Server An architecture for EDRMS Trim Client Share Point Web Parts

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

Collaboration to create a new document.

Benefits Share information Collaborate on documents Collect team knowledge

Creating a record from a WSS document.

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

Creating a doc using document assembly.

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

Finding Documents - options

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

Futures Web Services Hit Highlighting when searching Web Content Management

Questions?

Appendix

Context Sharepoint Client Access Guided Tour March 2004

SharePoint Portal

Keyword Search

Search Results

More metadata Expanded Search Results with document selected

Get a Copy of a Document Highlight and Click Copy Button

Get a Copy of a Document Standard Browser Dialogue

Get a Copy of a Document Document Launched in Native Application

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

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

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

Create Record Select a Record Type

Create Record Complete Metadata Submit for Creation

Create Record and Add Document Standard Browse File Upload Dialogue

Advanced Search Includes Full Content Text Search Includes User Defined Metadata

Execute Saved Searches

Search TRIM Trays

Context Sharepoint Client Access TOWER Software EMEA