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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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Security settings to run an application that uses the SharePoint 2013/2016 APIs

[January 2017 – updated title to reference current SharePoint and to include PowerShell command that sets user permissions in SharePoint] Applications, like migration tools, designed to use the SharePoint APIs exposed on servers in the SharePoint Farm need to be run with elevated security permissions. With PowerShell Run the following script in the SharePoint Management Shell as…

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