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Achieving ‘zero profiling’ in SharePoint document management

Zero profiling is a term I came across at MacroView for allowing users to file documents in SharePoint without having to fill in any metadata fields, i.e. ‘drag-and-drop’, or ‘Save’, and its done. For zero profiling to work default values have to be well thought out, and any required columns MUST have a default value…

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Setting defaults in SharePoint document management

Setting relevant defaults when profiling a document is standard practice in any successful document management system. There are a number of ways to make use of defaults in SharePoint document management, and also a number of things to watch out for. Defaults can be set to appear on the document properties (profile) form for the user…

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SharePoint document management needs a third party user interface

Out of the box SharePoint has all the required back end components for serious document and email management – versioning, audit history, checkin/out, records management, security etc. And most importantly it is very scalable – have a look at the design specs in the Software boundaries and limits for SharePoint 2013 paper and be impressed…

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SharePoint Document Management out of the box

This is a high level look at the suite of document management features built into SharePoint. These include its container based structure, document sets, search, MS Office integration, collaboration, traditional check-in/out, version control schemes, metadata, metadata defaults, archiving, security, document numbering, workflows. I also touch on some of its key limitations and how they can…

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Migration Tool Update – May/June 2014

Version 1.2 of the Clockwork Software Migration Tool is nearing completion. It is currently being tested by some customers against SharePoint 2013. It includes some new features and a number of tidy ups. So you can see what is coming … [Note 1: The next major version (v2) is intended to have a much simpler method…

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Contradictions with the List View Threshold (LVT)

Lately I’ve been talking a bit with customers wanting to have large libraries, far exceeding the List View Threshold. And as Microsoft shifts its focus to Share Point Online (Office 365) there seem to be some contradictions in their statements about the LVT, so will these consolidate in the next year or so? Right now:…

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The seven major components of an EDRMS to SharePoint migration

A short look at the high level migration related tasks when converting your document management system to SharePoint. The processes are discussed in terms of the Clockwork Software ECMS / DMS / EDRMS SharePoint Migration Tool, though they are quite generic. This diagram above summarises them. Here I’ll say a little more about each part,…

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Introducing the Clockwork Software SharePoint Migration Tool

I released my SharePoint Migration Tool the other day. It migrates documents with metadata from older style SQL Server based ECMSs or CMSs (like DOCs Open, FileNet, Worksite, etc) to SharePoint 2010 or SharePoint 2013. Over the last few months it’s been used on a couple of decent size projects, and tweaks from the resulting…

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