Migrate Content to Your Microsoft SharePoint Solution

This solution utilizes different components of DocuNECT to solve common challenges faced in a typical Microsoft SharePoint implementation. DocuNECT can be used to increase the methods used to import content into SharePoint and works with SharePoint 2007, 2010, 2013 and Office 365.

Read our article on the benefits of migrating your content to a central repository.

What is DocuNECT?
  • The What is DocuNECT? page is a great place to start to understand what DocuNECT can do.
  • The DocuNECT Documentation page provides useful information on the functionality of DocuNECT, including White Papers, Data Sheets and links to the Online Help for the current and previous versions.
  • Keep up to date with the Latest News.
“Turn-Key” Lifecycle Applications

Desktop Capture Applications
The Desktop Capture product provides the ability to easily capture electronic documents from the desktop and has the following features:

  • A built in document browser to allow you to easily identify documents to be uploaded
  • Ability to print documents into SharePoint from any print enabled application
  • Drag and Drop documents from Microsoft Outlook
  • Split document images. This is useful if you receive faxes to your email that contain multiple document types
  • Easily integrate with desktop scanners and scanning applications that already exist or are shipped with the scanner.

Multi-Function Device Integration
Using the automated file import features combined with DocuNECT’s powerful web based indexing provides a cost effective solution for an enterprise-wide scanning and indexing. Features include:

  • Completely web-based indexing
  • Users are notified via email of indexing tasks with a link that goes directly to the indexing task which helps to reduce training
  • Integrated with Microsoft Windows Active Directory (AD) to retrieve the user information
  • Barcode generation utility built into DocuNECT Web
  • Document separation, based on barcodes or patch codes
  • Optical Character Recognition (OCR)

Using DocuNECT for Reports Management
DocuNECT can be used as a report processing application for SharePoint. Features include:

  • Import reports in either a ASCII, Adobe PDF or Microsoft Office formats
  • Use DocuNECT’s powerful DocScript scripting language to extract data from report to create folders, assign permission sets or populate document type attributes
  • Split reports based on information found in the report. For example, you may have a business report that contains the finances for all projects. You can split the sections of the report by each project code to make it easier to access and distribute into SharePoint

Capturing Electronic Forms into SharePoint
Using a combination of the DocuNECT Desktop Capture applications and automated indexing provides a great solution for capturing electronic forms. Features include:

  • Capture electronic forms created in Microsoft Excel, Microsoft Word, XML/HTML and Adobe PDF Forms
  • Submit the forms using the Virtual Print Driver, Desktop Capture or via Email
  • Utilizes existing applications to complete forms (Microsoft and Adobe Reader), which makes DocuNECT a cost-effective forms capture solution

Automating Document Import
You may receive electronic content with index values that are stored in different formats. DocuNECT can be configured to import documents and index values that are supplied in a number of different formats. Features include:

  • Total control over mapping the index values from any number of files sources, including databases, text files, XML and HTML files, and Microsoft Excel
  • Different sources can be periodically monitored looking for files to import, such as Local or Network Based File-Shares, FTP Sites, and Secure FTP/SSH sites
  • Email notifications can be sent to confirm successful file imports, or to notify a user of an import error

Monitoring Email
Email is still a highly used application for sending and receiving documents. DocuNECT allows you to set up a email address to be able to email documents directly into SharePoint. Features include:

  • DocuNECT can monitor POP3 and IMAP protocols. Note, for Lotus Notes and Groupwise email POP3 and IMAP can be utilized
  • The email body and attachments can either be added to SharePoint as one document with multiple-pages to represent the attachments, or the body and attachments can be added as separate documents
  • Information can be extracted from the email body and attachments to automate the indexing process. Tags can also be placed in the email body to populate index values

File Share Migration
Network based file-shares are a popular way to easily store and share documents. If you have already invested in a Microsoft SharePoint system, it makes sense to migrate the documents to take advantage of SharePoint’s powerful document management functionality. Features include:

  • Map all or parts of the document’s name to SharePoint document library attribute values
  • Map all or parts of the document’s folder name to SharePoint document type attribute values
  • Retrieve information from the content of the document to populate SharePoint document type attribute values
Automated Data Extraction

You can built templates that defined business rules to extract data from document to automatically populate the SharePoint library folder and document properties.

Building Your Own Lifecycle Applications

We have pre-configured lifecycle applications that cover the most common use cases for Microsoft SharePoint, however, you can also produce your own lifecycle application to meet a specific need.

The Technology

The links below provide information on the technology behind DocuNECT:

Migrate Your Content to EMC’s ApplicationXtender!

Our recent article Migrate Your Content to a Central Document Repository discusses how you can increase compliance and control by consolidating your content into one repository. ApplicationXtender provides a easily deployable and feature rich platform to use as your one-source for document management.

Portford’s own award winning DocuNECT solution integrates with ApplicationXtender to provide an “on ramp” for content stored in different sources and legacy document management systems.

Top 5 Reasons to Move to ApplicationXtender

1) Access New Features. ApplicationXtender is a powerful, feature-rich document management solution that has recently had a major release with some exciting new features.
2) No Plug-Ins or Compatibility Issues. The application is web based utilizing HTML 5 technology. This means that there are no plug-ins that are incompatible with browsers and operating systems (i.e. Windows 10).
3) Tablet Ready. The web application is “tablet ready” so your business users can access content from different devices.
5) Supported Environment. ApplicationXtender is compatible with the latest Microsoft technologies to help keep in a supported Microsoft environment.

Take Advantage of LEAP

LEAP is EMC’s new hybrid cloud technology platform and is the wave of the future. ApplicationXtender works with the LEAP platform so you can take advantage of the digital transformation.

Migrate Your Content to a Central Document Repository

Document management is becoming a commodity, which can create a problem for companies who are looking to centralize their documents into one repository. Commoditization helps make document management solutions accessible, allowing them to quickly spring up in different departments, divisions and locations. With the cloud providing more and more online solutions, a department looking for document management does not have to rely on IT for hardware. Internally, many organizations have Microsoft SharePoint and/or another document management system such as Documentum, OpenText, FileNET or eRoom to manage documents. In addition to these controlled document management systems, there are network file-shares, cloud storage, and FTP sites that can also store and provide access documents.

The more content each solution stores the bigger the problem becomes, compounding the challenge of centralized document management. Each individual solution provides it own value, but does not allow a unified approach to managing documents and associated data.

Three Reasons for Centralizing Document Management

Save on Maintenance and Resource Costs. Multiple document management solutions mean multiple annual maintenance bills that can mount up. Consolidating in one repository can allow you to retire solutions to save on maintenance and reduce hardware. Multiple systems also require resources with multiple skill sets, and possibly require more consulting time to support and maintain.

Realizing the Value of One Central System. One repository provides a global view of documents that facilitates better searching, allows better data integration, and also creates a foundation to facilitate initiatives that are not possible when documents are split between repositories. These initiatives include workflow, retention management and information discovery that can work on the complete scope of documents rather than just a smaller subset.

Increase Compliance. Regulations surrounding document management are on the increase, so having one environment where compliance is controlled reduces an ambiguity of what system stores the master version and allows audit trails and controls to be consistently applied to all documents.

How Can We Help?

DocuNECT is a solution to manage the capture and migration of documents from a number of different sources and document management systems. DocuNECT works in conjunction with our Idea to Implementation (i2i) methodology that has a complete reconciliation process that can help satisfy quality organizations that the documents have been moved from one system to another without the “chain of custody” being broken.

Ten Features of DocuNECT for Migration

1. DocuNECT can migrate documents and meta-data to and from popular document management systems.
2. DocuNECT can also interrogate file-shares, FTP/sFTP sites, user’s machines and cloud storage for documents to migrate.
3. Users can also manually migrate documents from their email, their file systems, or use the Virtual Print Driver to print documents directly into the new document management system.
4. Business rules can be applied to automatically classify documents and extract meta-data to allow it to be correctly placed into the target document management system.
5. Users can verify/change information using a web-based application before it is finally distributed.
6. Documents can be converted to and from a number of different formats. Documents can also be appended together, or broken apart, to better represent their classification and associated meta-data.
8. Data can be distributed to, or accessed from, business applications.
7. Complete document “chain of custody” audit reporting to maintain compliance during the migration.
9. Duplicate documents can be identified and either ignored or reviewed before being distributed to their final location.
10. If the “out of the box” features are not enough, DocuNECT has a powerful Microsoft .NET and Web Services API to allow documents and data to be exported or distributed to “home grown” solutions.