For SharePoint 2010 In This Presentation: Connect Overview Connect Requirements Connect Installation...
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Transcript of For SharePoint 2010 In This Presentation: Connect Overview Connect Requirements Connect Installation...
Connect 5For SharePoint 2010
In This Presentation:• Connect Overview• Connect Requirements• Connect Installation• Connect Initial Launch• Explore SharePoint• Upload to SharePoint• Search SharePoint• Office Add-Ins• Backstage
KnowledgeLake Connect 5
Overview
KnowledgeLake Connect is a configurable desktop application that provides an efficient and intuitive method of saving content from a user’s computer to a SharePoint document library.
Connect increases the usability of SharePoint by enabling users to find and view existing SharePoint content or save and index new content to a SharePoint document library, from an easy to use desktop application.
Connect Overview
When used in conjunction with KnowledgeLake Imaging for SharePoint (not included with Connect), Connect can leverage KnowledgeLake Behaviors such as database lookups, alternate required columns, and validation lists.
With Office integration Connect can Save content from Word, Excel and PowerPoint to SharePoint. Connect provides direct Outlook integration to save Outlook messages and attachments to SharePoint.
Connect Overview
Connect 5 Offers Three Features That Enhance the SharePoint Experience1. Explore – Navigate SharePoint libraries to view and edit
content2. Upload – Upload, Index, and Release content to SharePoint3. Search – Create and utilize saved searches to retrieve
content from SharePoint libraries
Connect Overview
Requirements
Microsoft .NET Framework 4 Full Framework• And 3.5 with Service Pack 1 if using Unify
Windows 7, Vista SP2, XP SP3 (x32 and x64)Windows Server 2008 SP2 and (x32 and x64) with the Desktop Experience Feature enabledWindows Office 2007 SP3 or 2010 32-bit (for support of Office Integration)Note: KnowledgeLake Connect is not supported in virtual environments
Connect Software Requirements
Pentium 4, 2.4 GHz 1 GB RAM100 MB hard disk space plus space for cached documents1024x768 screen resolution
Minimum Hardware Requirements
Dual Core processor2 GB RAM100 MB hard disk space1024x768 screen resolutionTWAIN compatible device for scanning
Recommended Hardware Requirements
Microsoft SharePoint Server 2010 (MSS)Microsoft SharePoint 2010 Foundation (MSF)FAST Search Server 2010 for SharePoint• Requires Imaging Server 4.3+ and above
Microsoft SharePoint Online/Office 365WSS 2.0 or greater MOSS 2007Microsoft Business Productivity Online Services• For more information about Connect requirements,
read the Connect 5 Release Notes
Server Requirements
Installation
While logged in as a local administrator,run Connect.exe.
Installation
Leave this window up in order to quickly Install Office Add-Ins later!
Click on Install ConnectClick Next on the Welcome screen.
Installation
Accept the End-User Software License Agreement and click Next.
Installation
Select your preferred installation optionsthen click Next.• We recommend selecting Install Office integration
Installation
Find out more about Connect Installation Options in the Connect 5 Administrator Guide on pages 2-5.
InstallationConnect performs a series of Prerequisites and Installs Components. Simply click next after success status achieved.
The installation process runs and is completed in the usual manner.
Complete the Installation
After completing the Connect Install click on Install Office Add-insClick Next on the Welcome screen.Select Your version of Office and which users have access
Installation of Office Add-ins
Initial Launch
Start Connect after the installation is complete.The installation process will place a Connect program icon in the Windows Start menu.• In the usual manner, you will
also find a KnowledgeLake program group in the All Programs menu.
Connect Initial Launch
When Connect starts for the first time, you will be prompted for your registration key.
Product Activation
KnowledgeLake products requires that you enter a valid registration key before the product is usable. • The registration key should be obtained from KnowledgeLake
or your software reseller.
A software registration key is tied to your company and the specific software products that have been purchased and registered by you.
Product Activation
On initial launch, Connect will not have any SharePoint sites configured.
Connect Initial Launch
Add SharePoint Site by entering the URL.• Click on “Use this
location and continue.”• Unless you reconfigure,
Connect utilizes your Windows Credentials
Connect Initial Launch
Name your new connection• Determine if you would
like Connect create automatic folders for your content• Select the dropdown
and choose the sites you want displayed by clicking on the white boxes and turning them blue
Connect Initial Launch
Name your new connection• Determine if you would
like Connect create automatic folders for your content• Select the dropdown
and choose the sites you want displayed by clicking on the white boxes and turning them blue
Connect Initial Launch
Connect Initial Launch
Once you have completed your site selections you may proceed to Connect by clicking the This arrow will take you to the Explore screen in Connect
Explore
KnowledgeLake Connect’s Explore mode allows you to view the contents of your SharePoint sites and libraries.
You can upload, open, and manage documents as you would when exploring your Share-Point sites in a web browser.
Explore
Connect Explore Interface
Navigation Pane
Documents Pane
Backstage
Upload Search
Explore
Expand sites to reveal subsites and libraries that each site contains.
When you have a location selected in the navigation pane, the documents pane displays the documents and folders contained in that location.
ExploreCreate a Favorite in the Navigation Pane• Right click on the location
you want to make a favorite
• Create Favorite sends a copy of the link into the Favorites section of the Navigation Pane
ExploreSort your documents• Click column headings to
sort the documents
• Shift-Click column headings to sort by more than one column.
ExploreFilter your Documents• Click on the filter icon on the
desired column
• Choose the filter criteria
• Select values to explicitly include. If any value is selected, documents that do not contain any of the selected values in the filter column will be excluded. Click Select All to quickly include or exclude all values.
Explore
Upload a Document• Select the location that you
want to upload the document to
• Click on Documents then Upload Document
• Select a file and then click Open
ExploreChoose a content type and then specify the document’s properties in the Properties Panel.
ExploreCreate a new folder• Select the location
where you want to create a folder.
• Name your new folder
• Once completed your new folder shows up in the document pane, not the Navigation Pane
In order to see your folder you must select“show items inside folders” from your SharePoint Library View
ExploreRight clicking on a document gives you multiple options for viewing and indexing• Connect View – opens the
document in the Connect Viewer• Imaging Viewer – Opens the
document in the Imaging Viewer• Open – opens the document in it’s
native viewer• View Properties – Edit, Index, and
release to SharePoint• Check In/Out – leverages
SharePoint’s ability for document collaboration
Explore• Delete – Remove the document
from the SharePoint Library• Email – Send a document as an
attachment• Email Link – Send a link in an email
message• Download – Download a copy of
the document to your machine• Copy URL – Creates a copy of the
URL onto your Clipboard• Scan Document – If you have a
scanner selected and enabled you can scan into SharePoint using Connect
Upload
KnowledgeLake Connect’s Upload mode allows you to upload documents to SharePoint. You can select a SharePoint site or library, choose a content type, specify the document’s properties, and release the document to SharePoint.Click the Upload button on the mode selector to switch to Upload mode. The mode selector is located on the left side of the Connect window, at the top of the navigation pane.
Upload
Connect Upload Interface
Navigation Pane
File Queue
Backstage
Properties PanelContent Type Pane
UploadTo upload a document click on the Upload Document button• Select the document from your file
system
• Document is added to File Queue and the Properties Panel opens up
• The File Queue has a strict first come – first serve rule
• Select a ContentType and Index
UploadDrag a directly to the File Queue or to a Content Type
When a document is opened with Connect you will have the opportunity to edit the document properties.• Select the appropriate
content type.• Apply metadata.• Click Save to release
the document to SharePoint.
Indexing with Connect
Send To KnowledgeLake Connect is a frequently-used method of sending content to SharePoint using KnowledgeLake Connect.• You must have created a Drop Folder in the Backstage of
Connect for this functionality• You must also enable the “Send-To Connect” option
Send To
Use Windows Explorer and navigate to a file you want saved to SharePoint.• Right-click the file to display the Windows submenu.• Click Send To KnowledgeLake Connect.
This action copies the file to the Drop Folder.
Send To
Search
KnowledgeLake Connect’s Upload mode allows you to upload documents to SharePoint. You can select a SharePoint site or library, choose a content type, specify the document’s properties, and release the document to SharePoint.Click the Upload button on the mode selector to switch to Upload mode. The mode selector is located on the left side of the Connect window, at the top of the navigation pane.
Search
Connect Upload Interface
Navigation Pane
File Queue
Backstage
Search Results PaneSearch Builder Panel
SearchCreate new Search • Click the New tab to open a
new search.
• Configure your search by
• Adding Properties
• Changing Scopes
• Selecting Column Results
SearchCreate new Search • Select either My Saved Searches or Server
Saved Searches on your desired Site
• Click the New tab to open a new search.
SearchConfigure your search by • Adding Properties by clicking on
“Add Property”
• Select the sites you want to search by editing Scopes
• Select the Columns you would like to see in Results
SearchCreate a Saved Search • Once you have your search
configured the way you want click the Save button
• Saved Searches, created in Connect, will show up in your My Saved Searches in the Navigation Pane
• Saved Searches, created in the KnowledgeLake Search Center, will be visible in the Sever Saved Searches in the Navigation Pane
You can also right click on a Saved Search and make it a Favorite!
SearchAfter a search has been successful you can do the following• Sort documents – by clicking on the column name
• Filter documents – by configuring the filter options
• Group search results by column – by dragging the column into the header
Office Add-Ins
KnowledgeLake Connect’s allows users to install Office Add-Ins capabilityThis integration gives users the ability to export documents directly from MS Office applications. In addition, users can drag and drop documents from the Explore mode directly on or into open Microsoft Office documents such as Word, Excel, PowerPoint and Outlook
Office Add-Ins
From any application, you can save a document to the Drop Folder.• Simply select File Save As, then select the created Drop
Folder Path
Saving Within Applications
Using Windows Explorer, you can drag a document directly to your created Connect Drop folder.• Best practice would be to right-drag the file then copy it,
to avoid inadvertently moving the file.
Using Drag and Drop Into Connect
While in Explore Mode, you can drag a document from the View Pane directly to an open MS Office document as an Item Link• Best practice would be to drag the file and place it into the
desired location in the application
Using Drag and Drop From Connect
While in Explore Mode, you can drag a document from the View Pane directly to a new and open email• The item will come in as an attachment with the File Name as
the name of the attachment
Using Drag and Drop From Connect using Outlook
If Office integration is installed, a new KnowledgeLake menu group is added to the Microsoft Outlook 2010 menu bar. 1. Highlight the mail message(s) you want saved.2. From the KnowledgeLake menu group, choose how
you want the message and attachments saved.
Exporting Within Outlook 2010
If Office integration is installed, Word, Excel and PowerPoint 2010 will have a KnowledgeLake menu group added to the ribbon bar.
Saving Within Word, Excel & PowerPoint
Save the document in the Office application.Choose one of the following from the KnowledgeLake menu group:• Export• Export as PDF• Export as XPS
Saving Within Word, Excel & PowerPoint
The ability to Export or Index as PDF or XPS requires the 2010 Microsoft Office Add-in Microsoft Save as PDF or XPS.
Backstage
1. Click the File icon2. Select a Category
Access the Connect Options
Connect Options
Connect has configurable options in 10 categories.Read more out more about configuring all of the options for your environment available in the Connect Backstage in the Connect 5.x Administrator Guide
Thank You