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On the safe side with DocuWare
DocuWare specializes in the long-term archiving of important business data and can easily manage several billion documents in a single central document pool. DocuWare satisfies legal requirements effortlessly and guarantees audit compliance. All information is permanently available and user-friendly search functions mean it is easily retrieved for further processing. Depending on the configuration, DocuWare can automatically delete data at the end of a retention period. And it's easy to bundle documents together and save them to CD along with a search function — making them available to customers or external auditors.
Thanks to CONNECT to SharePoint, SharePoint users can enjoy all these benefits too.
SharePoint and DocuWare — a strong team
Combining SharePoint with DocuWare is a simple process. DocuWare Web Client is displayed in SharePoint in a SharePoint Web Part; a link to the Web Client web instance is registered in this Web Part.
The DocuWare CONNECT to SharePoint add-on module also creates a seamless, standard link between SharePoint and DocuWare, while ensuring that both systems interact perfectly for storing and searching directly from SharePoint. And no time-consuming customizations are needed for Microsoft updates. One major advantage is that CONNECT to SharePoint supports Single Sign-on: once users have logged into SharePoint they can access DocuWare without any further login.
Archive documents in DocuWare — directly from SharePoint
Storing a document in a DocuWare file cabinet from SharePoint couldn't be simpler: right-clicking on a file in SharePoint opens a context menu containing the "send to" option. This feature copies the selected document by default in its original format into a DocuWare file cabinet. A message signals that the storage was successful. CONNECT to SharePoint ensures that each SharePoint document archived is automatically assigned index criteria. This guarantees the best hit rate when searching in DocuWare search dialogs.
Find and display archived documents
With CONNECT to SharePoint, a search run in SharePoint automatically includes a search in DocuWare file cabinets. So even SharePoint documents that have already been archived are included in any search. And for perfect clarity there's a special results area that displays the results from DocuWare file cabinets separately. A single click opens the documents directly from the SharePoint application.
Advanced searching in SharePoint
DocuWare enhances the SharePoint search with a high-quality document pool; DocuWare stores documents of any type and from a range of different sources, such as COLD mass data from ERP systems or scanned, digitally archived documents like incoming invoices. Regardless of the application and technology, DocuWare stores all documents consistently in a central document pool.
Product architecture
Records Center
DocuWare uses official Microsoft standards in CONNECT to SharePoint. The add-on module integrates DocuWare in SharePoint as a Records Center. This Records Center is a basic feature of MSS. It is designed as the central storage location for documents and for the standard integration of document management systems.
Interactive or rule-based storage
To enable rule-based storage, CONNECT to SharePoint again relies on
SharePoint standards: using custom actions or custom policies you can customize the archiving to your requirements via separate, individual program elements. This allows you to specify, for example, that once SharePoint documents have been successfully archived in DocuWare they should be deleted in SharePoint (this is a standard feature from SharePoint 2010). Or you can define a period after which documents should be sent to DocuWare for long-term archiving and then automatically deleted from SharePoint.
Document indexing
As soon as a document — interactive or rule-based — is transferred from SharePoint to DocuWare for archiving, the documents are indexed automatically in the background. Each document is assigned to a specific type in SharePoint. This document type is always linked with a series of properties, so-called Records Repository Properties. These properties include a set of index data. At storage in DocuWare, DocuWare imports this index data and writes it to the index fields of the file cabinet. The administrator maps the SharePoint index data to the DocuWare index fields once — after which all documents are automatically indexed in DocuWare. Any DocuWare file cabinet can be selected, depending on the document type. The configuration for this is done by defining routing types.
Search integration
In SharePoint you can run search queries in different sources using a search federation. CONNECT to SharePoint allows SharePoint users to extend their search from SharePoint into DocuWare as an integrated search source or
federated location. It uses open search to look for hits in the fulltext of DocuWare file cabinets. Users see the results directly in SharePoint and can display the documents ad hoc. The results can be returned as RSS feeds or as normal HTML pages.