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. 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

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 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. More metadata Expanded Search Results with document selected

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