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