Colligo Blog: SharePoint

Colligo Add-In for Outlook Used By Legal Departments

A recent post by Rees Morrison in the “Law Department Management” blog discusses how National Grid, a large power utility headquartered in the UK, is using SharePoint for document management.

I was pleased to see the following quote from Adam Davidson of National Grid:

We are also about to start deploying (after a successful pilot) the Colligo Outlook Add-in to give us an even better tool to upload emails into SharePoint, as well as allowing lawyers offline access to their matter files within SharePoint.

This really highlights how the Contributor Add-In for Outlook can help to reduce the barriers to adoption of SharePoint for content management applications, such as legal matter management. I was especially proud since we were selected by a team that has been recognized for it’s leading edge application of SharePoint. National Grid won the “In-House Legal Department Initiative of the Year Award” at the Legal Technology Awards in 2006 for their use of SharePoint for DM.

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Colligo Contributor Release 4 Coming Soon

I just got a demo of Colligo Contributor 4.0. It’s going to be a very exciting release, indeed! Of course, I’m biased 🙂 Below is a bit of advance information that I can share.

Version 4.0 will go RTM on Monday, June 29th. It will support several new scenarios, including:

  • email attachment management in SharePoint
  • network file share replacement
  • low cost email & metadata upload to SharePoint
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7 Ways to Get More from SharePoint – Conclusion

This is my final post on 7 ways to get more from SharePoint. I’ve appreciated the opportunity to share some tips with readers of the offlinesharepoint.com blog. If you’d like to contact me directly, please do so through the contact form on my website.

We’ve previewed a lot of ground that you’ll need to cover in your race with SharePoint, but don’t become disheartened and retreat to the server room. This is where the real action is at … taking what Microsoft has made available in SharePoint and putting it to great use within your organization. Let’s summarize what we’ve looked at:

SharePoint is a broad-brushed platform technology from Microsoft to support many information worker processes in organizations. And it’s clearly important to Microsoft—given the centrality it’s taking in the Microsoft technology stack, and in the revenue that it’s bringing into Microsoft’s coffers.

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7 Ways to Get More from SharePoint #7 – Consider 3rd Party Solutions to Increase Productivity

This is the next entry in my 7 part series on getting more from SharePoint now. My last post was on SharePoint governance. This time around, I’d like to look at increasing user productivity.

With SharePoint being a “platform-technology”, Microsoft has to decide which capabilities to support out-of-the-box, and which capabilities to leave for its business partners. One of the areas that SharePoint users benefit greatly from a third-party tool is addressed by Colligo Contributor. Contributor addresses two main ideas: the first is the provision of offline access to most SharePoint data (note that the wiki capabilities in a SharePoint site are not currently supported for offline editing in Contributor) for people working away from an Internet connection, and the second is for people who “live in SharePoint”, and therefore want a more responsive client application rather than using a Web browser. Contributor addresses both, and by lowering usability barriers, helps with increasing the adoption of SharePoint among your user base, and as a flow on effect, it helps with getting more content into SharePoint so it can be managed and shared.

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7 Ways to Get More from SharePoint #6 – Ensure Your IT SharePoint Governance Strategy is Excellent

It’s been awhile since I posted on this series. My last entry was on how standard templates can help you to get more from SharePoint. This time, we’ll look at the benefits of developing an excellent governance strategy.

Governance for SharePoint is worth a whole white paper in and of itself, and maybe even a whole book! So we don’t expect to address all of the key points of governance here, suffice to wave the flag that getting your governance strategy and approach in place before going too far with SharePoint is really important. Here’s why: on the social side, SharePoint can fundamentally re-wire the way that people get their work done and thus what is expected of them in order to carry out their work. Thus you have tremendous power over the way that people work. And on the technology side, there are a raft of decisions that you have to make that have deep technical consequences and implications for your business. A governance strategy ensures that this power is wielded well and for the good of the business.

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Groove’s New Name

Well, it’s official, Groove has a new name… SharePoint Workspace 2010. It was made public yesterday on the Groove Development Team Blog.

The name makeover is in concert with the direction the product is going. SharePoint Workspace will provide easy access to SharePoint content (or content from any server that implements the publicly documented protocols) in an effort to provide a seamless online/offline experience.

Can’t wait to get my hands on it to see if it lives up to the promise. As soon as I do (and the NDA is lifted), I will post an extensive review here.

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7 Ways to Get More from SharePoint #5 – Create a Set of Standard Templates for SharePoint

The is the next post in the series I’m doing here on the offlinesharepoint.com blog. My last post, #4, was on re-examining how business gets done. Now let’s look at how you can leverage SharePoint templates to get more from SharePoint.

SharePoint offers many out-of-the-box capabilities for building “sites”, or places for people to do their work. There’s the document library, the calendar, the task list, the custom list, the announcements list, and many more. With such capability comes a huge degree of flexibility to create exactly what is needed by a local team to get their work done. And for those working in larger organizations, it is pretty much guaranteed that most teams will see their requirements as being “unique”, and therefore worthy of a site design that is different to everyone else’s.

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Email Archiving Webinar – Bob Mixon’s Answers

Below are Microsoft SharePoint MVP <a href="http://mixonconsulting.com/" target="_blank">Bob Mixon's</a> answers to the questions posed by attendees to the recent webinar on <a href="http://www.offlinesharepoint.com/replay-of-bob-mixon-webinar-on-email-archiving/">Email Archiving in SharePoint</a>:

<strong>If you have a hierarchy of folders with email in each folder, can the whole hierarchy be transferred into SharePoint? </strong>

If you are referring to a hierarchy of folders in Outlook, I am not aware of a program that provides the ability to pick that structure up and moves it in to a SharePoint Discussion List or Library. However, I do believe it would be a fairly trivial task to write a small program that could accomplish this for you.

If you are referring to a hierarchy of folders on a drive, this can be accomplished by simply connecting to a Document Library in SharePoint with Windows File Explorer. Once connected, you can use normal drag-and-drop features to move those folders to SharePoint.

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Email Archiving Webinar – David Scott's Answers

Below are David Scott of Symantec's answers to the questions posed by attendees to the recent webinar on <a href="/blog/replay-of-bob-mixon-webinar-on-email-archiving/">Email Archiving in SharePoint</a>:

<strong>In order to use the SharePoint archive feature, do we have to purchase Symantec Enterprise vault? </strong>

To archive SharePoint data into Enterprise Vault you must purchase Enterprise Vault. If you just want to archive mail to SharePoint, you only need to purchase Colligo (or adopt the basic integration between SharePoint and Outlook covered by Bob Mixon in the presentation).

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Answers to the Questions from the Webinar – "Tips and Tricks for Email Archiving with SharePoint"

Many thanks to all the attendees of our &lt;a href=&quot;/blog/replay-of-bob-mixon-webinar-on-email-archiving/&quot;&gt;recent webinar&lt;/a&gt; for posing many good and challenging questions. My answers to the ones about Colligo are posted below. Please don&#039;t hesitate to comment or send me a message through the &lt;a href=&quot;/company/contact/&quot;&gt;contact form&lt;/a&gt; here on offlinesharepoint.com.

&lt;strong&gt;Q) When something has been archived is it still available off-line in Colligo?&lt;/strong&gt;

A) Yes, as long as you select “Make this list or library available offline” when you connect the library into Outlook.

&lt;strong&gt;Q) With Colligo, do you still need to manually enter metadata? Does Colligo work with Outlook 2003 without any limitations?&lt;/strong&gt;

A) You only need to enter metadata if you decide to configure it that way. For example, you can also turn metadata prompting off completely by right clicking on the library or folder name in the breadcrumbs navigation and selecting “Default Metadata Values”. This can also be done programmatically (see &lt;a href=&quot;http://support.colligo.com/Lists/Features/DispForm.aspx?ID=86&amp;amp;Source=http%3A%2F%2Fsupport%2Ecolligo%2Ecom%2FLists%2FFeatures%2FByFeatureGroup%2Easpx&quot;&gt;Metadata Prompt&lt;/a&gt;).

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