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Integrating SharePoint and OpenText: It’s Not Just the Technology George Rowland Manager, Applications Development Shook, Hardy & Bacon

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Page 1: Integrating SharePoint and OpenText: It’s Not Just the ...ilta.personifycloud.com/webfiles/productfiles/1930/OPEN3 - George... · Integrating SharePoint and OpenText: It’s Not

Integrating SharePoint and OpenText: It’s Not Just the

TechnologyTechnology

George Rowland

Manager, Applications Development

Shook, Hardy & Bacon

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SHB Integration Story

Shook, Hardy & Bacon L.L.P. is an international law firm with a legacy spanning more than a century. firm with a legacy spanning more than a century.

500 plus Attorneys

1500 Employees

9 Offices

Key Practice Areas – Product Liability, Tort, Business Litigation, Intellectual Property, Environmental and Toxic Tort, Labor and Employment.

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Background

• OpenText DM 5.2x

• SharePoint 2007 (migrating to 2010)

• 9 offices – 11 DM libraries

•• Distributed DMS libraries

• Firm’s content management strategy

– All documents in DM

– All extranet-related documents to be stored in Most Appropriate Repository

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Add Value to What we Have

• Is what we have broken?• OpenText DMS is a rich source for integration• Strong DMS governance rules• Retention• Retention• Data handling• Opportunities with new versions

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Integration Business Drivers & Goals

• The Business Drivers

– Client and Legal Team demand for economic data transfer and synchronization capability between existing content management stores.

• The Business Goals

– Synchronization of data between external repository (e.g., DMS, LOB) and SharePoint extranet

– Data integration requiring little or no end-user interaction to access remote content

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Integration Business Drivers & Goals

• Internal data stewards and knowledge workers are able to easily prepare data for publishing to extranet and multiple repositories.

• Bi-directional synchronization and/or mirroring of content from SharePoint ECM to other ECM and from external ECM to SharePoint.

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Screen Shot of What We Found

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eDocs-SharePoint Integration

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Configuration Keys

• SW Installation Options

• Core Product Client/API Install/Configuration

• Security Context Setup

•• Firewall Considerations

– File Transfer

– DM Functionality

– SharePoint Functionality

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Configuration

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Challenges

• These rich toolkits are not without challenges

• OpenText SharePoint Integration (w/SeeUnity)

• MS SharePoint (MOSS 2007, WSS 3.0, SP2)

•• Platform configuration• Application Communication Discovery

• Firewall implications of Communications

• DCOM Discovery

• Licensing Configuration

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Communications Detail

• Platform configuration• Application Communication Discovery

• Firewall Implications of Communications

• DCOM Discovery

– How do you configure eDOCS DM to communicate – How do you configure eDOCS DM to communicate through a firewall? What port numbers should you use for DCOM?

– See Port Description

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What Helped Us Get There

• References that may be helpful

– How do you configure eDOCS DM to communicate through a firewall? What port numbers should you use for DCOM? DM RM [ 5.1.0.5 6.0.4 ]

– Solution Number (Legacy): SD005999– Solution Number (Legacy): SD005999

– OpenText integration White paper

– http://www.opentext.com/2/global/sol-products/sol-pro-extensions-microsoft

– SeeUnity Toolkit White paper detail -http://www.seeunity.com/products/enterprise.integration.sharepoint.asp

– White papers regarding this subject at Microsoft KB article at http://msdn2.microsoft.com/en-us/library/ms809327.aspx

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Lessons Learned

• Governance suggests: place all record content in central repository – DMS

• Ease of use and quick searching suggests: • Ease of use and quick searching suggests: place content where the user actually works

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Lessons Learned

• Multiple tools to integrate: Microsoft, Handshake, OpenText SH integration with SeeUnity, others

• Challenges of the toolkits

– Protocol handlers

– Need to journal all content being migrated

– Data steward needed to prepare integration content