So You Want to Save Outlook s to SharePoint?

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1 Adding Value Papers So You Want to Save Outlook s to SharePoint? Interested in using Microsoft SharePoint to store, find and share your Microsoft Outlook messages? Finding that the out-of-the-box integration of Outlook and SharePoint is awkward to use? SharePoint add-on software called Message may well be the answer. Out-of-the-box Outlook / SharePoint Integration There are a number of ways you can save an message to SharePoint using the native facilities of Microsoft Outlook and Microsoft SharePoint. These include: Save As from Outlook 2007 or Outlook 2010 Explorer View of a SharePoint document library Connect to an Outlook discussion and save the message -enable your SharePoint document libraries Exchange Managed Folders Message and DMF Unfortunately all of these approaches fall short in one way or another. Frustrations include difficulty of visualizing and navigating the SharePoint environment, attachments being split off and saved separately, poor naming of the saved message files, messages saved in EML format (with the result that they cannot be opened in Outlook) and custom metadata not being prompted for immediately as the message is saved. Recognizing that better management of communication is a key issue for many organizations, a number of vendors have developed add-on software that improves the out-of-the-box integration of Outlook and SharePoint. All of these add-ons let you drag-and-drop in Outlook to save an message to nominated areas in SharePoint, in most cases with automatic capture of attributes such as To, From, Subject etc. The Outlook / SharePoint integration provided by Message is the bestavailable in the market today. Message adds a new pane to your Microsoft Outlook environment that makes saving, viewing, finding and retrieving s and their attachments in SharePoint intuitive and efficient. Message is the popular choice for organizations looking for a SharePoint-based management solution that provides advanced functionality and good performance when working with large SharePoint document stores. The same excellent Outlook integration is also available in DMF. In addition to Microsoft Outlook, DMF extends the integration with SharePoint with Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Adobe Reader / Adobe Acrobat and Windows itself. DMF enables document management solutions based on SharePoint that are an ideal replacement for your File Shares and even a viable alternative to a traditional DM system. The key -handling features of Message are outlined below. All these features also apply to DMF. Browse and Preview Files Stored in SharePoint Message adds a new pane to your Outlook environment that displays an intuitive tree-view of all areas of the SharePoint document store for which you have permission. Once you register a SharePoint web application Message will display all its site collections, sites, libraries, folders and document Effective March 2012 Page 1

2 sets that contain content for which you have permission. This includes the site collections that correspond to My Sites for yourself and your colleagues. The tree-view makes SharePoint feel familiar, based on your experience of working with folders in Microsoft Outlook and Windows Explorer. The tree-view extends to show any Metadata navigation that is defined for a Library. For Managed Metadata columns based on hierarchical term sets you can drill down to progressively refine filtering based on the value of that column effectively creating virtual folders of files based on their metadata values. Clicking on a document library or folder displays the default View of that library in the right pane of Outlook. You can sort and filter any available View and see new / changed views immediately as they are defined in SharePoint. Sorting by Subject arranges the s in a library by Conversation Topic the same sort arrangement as in Outlook itself. Message displays a formatted preview of s and other types of file stored in SharePoint, direct from Outlook. You do not need to open an with large attachments from SharePoint to see what is in the body of the message. The Message tree-view enables rapid and efficient navigation of large SharePoint document environments. Favorites enable one-click navigation to frequently used libraries and folders. Your Favorites can be pushed out to you automatically and you can also subscribe to see your colleagues Favorites. Clicking on a site in the Message tree-view displays the front page of that site in the right pane of Outlook. This facilitates access to Contacts, Events, Tasks and lists managed in SharePoint. Message running in Outlook note preview of a Microsoft Word document in a document library Drag and Drop Saving of s and Attachments With Message you can drag and drop in Outlook to save an (or multiple s) to ANY document library or folder in SharePoint for which you have permission. You can also drag and drop to save one or multiple attachments. The additional tree-view pane means that Message can provide an accurate display of even the largest SharePoint document store, without Page 2

3 Automatic Capture of Metadata Prevents Duplicate Copies of s Excellent Handling of Attachments overloading the MAPI tree by attempting to represent a large SharePoint structure with a large number of extra folders in the Mail Folders pane of Outlook. As it saves an to SharePoint, Message will automatically record attributes e.g. To, From, SentOn date/time, Attachment Count etc in likenamed metadata columns. An easy way to ensure that these metadata columns are present is to base the document library on one of the library templates that ship with Message. As you save s and attachments Message will prompt for any custom metadata columns that it cannot set automatically. Message supports all SharePoint column types including External Data (based on Business Connectivity Services). If you are saving multiple s or attachments, Message lets you capture common metadata and have it recorded for all the files, rather than prompt you separately for the metadata to be applied to each file. Another time-saving feature is the ability to set Personal Default values for metadata columns that you use frequently. As you save attachments, file system attributes (such as Created Date, Last Modified Date and Author) can also be recorded automatically. That overcomes one of the frustrations reported by folks who move their Files to SharePoint, which is that the Created Date becomes the date you loaded the file to SharePoint, and the original Created Date is lost. Message automatically names the MSG file that it creates to save an so as to prevent other recipients from creating duplicate copies of that in the same library or folder. Message can be configured to automatically delete s from their Outlook folder once they are saved successfully to SharePoint. Alternatively Message will create a copy of the in SharePoint and place a tick in the Filed column in Outlook as a visible indicator that the has already been saved to SharePoint. Incoming attachments are saved as part of the stored message and can also be saved separately. You can rename an attachment as you save it to SharePoint e.g. so that an incoming attachment is stored as the latest version of an existing file with a different name. This is very useful in situations where you send a file to someone for their comments and they it back with a diferent name. You can easily retrieve files from SharePoint to insert as attachments or links in new messages either by right-clicking that file in SharePoint and selecting Insert or by selecting the file(s) from search results (see below). DMF also enables convenient saving to SharePoint of PDF attachments that have been opened in Adobe Reader or Adobe Acrobat. Searching based on Content and / or Metadata Message facilitates searching based on metadata and / or content for messages and other files stored in SharePoint, while you work in Outlook. You can click to see a formatted preview of search results and rapidly navigate to and display the document library wherein a search result file is located. You can also save and re-run your searches. Message sends queries to the SharePoint Search Engine (or FAST Search if it is configured) - you do not need need to create additional search indexes. If FAST Search is deployed, Message also supports Refiners. Page 3

4 The Search Panels that ship with Message can readily be configured and extended to reflect the way metadata is used within your organization. You just need to edit an XML definition file that is stored centrally on the SharePoint farm. Searching for s based on their content and metadata using Message Moving and Copying s and Attachments -Enabled Document Libraries Message support for moving and copying files stored in SharePoint is the best available in the market today. You can drag and drop to move or copy files from one SharePoint document library to another, even if the destination library is located in a different SharePoint site collection or web application. As it moves, Message retains existing Version History, reuses existing metadata and prompts for any metadata defined in that library that is not present on the file being moved. By -enabling a SharePoint document libraries you are able to directly into that library. Unfortunately the result is EML files that cannot be opened in Microsoft Outlook and attachments split off and saved separately so that it can be difficult to know what they relate to. Handler is an optional module for Message (and DMF) that overcomes a key frustration of using -enabled document libraries for managing s in SharePoint. When Handler is deployed, s that arrive in the library via its SMTP address are automatically saved in the same way as s that you drag and drop into that library from Outlook. The result is a MSG file that is named to prevent duplicates and can be opened in Outlook. Handler automatically records the attributes of the incoming in like-named metadata columns (see Automatic Capture of Metadata, above). Bulk Loading and Updating of Existing s If you already have a large number of s stored in SharePoint you might be wondering about how these would be impacted if you were to move to Message. The good news is that can supply the Standardizer utility, which streamlines the updating of existing files so that they have the same Page 4

5 format, naming and other metadata treatment as s that you save with Message. Standardizer can also update the structure of existing document libraries so that they have the metadata columns that Message can record automatically. Standardizer also streamlines deployment of Views to existing libraries e.g. so that all libraries have a common s view. Standardizer is popular with organizations that are migrating a large number of s from Outlook folders including Public Folders to SharePoint. One way to handle such a migration is to save them via Message. A more efficient approach can be to bulk load the s into SharePoint and then stanardise their naming and metadata by using Standarizer. Offline Support When you offline in Outlook and working in Outlook Web Access you are still able to drag and drop and attachments to the Outlook Folders that correspond to your Favorite document libraries and folders in SharePoint. You can also use Outlook Rules to automatically save copies of incoming and outgoing messages into those folders.when you are next Online and connected to the SharePoint server you can use the Upload Offline s feature of Message to complete the saving of s in your Favorites folders. If you are running Office 2010 Professional Plus, the right-click menu of Message will contain a Connect to SharePoint Workspace item. This streamlines the creation of a SharePoint Workspace so that multiple users, including those working offline, can collaborate on s and associated attachment files. Good Performance, even with the Largest SharePoint Environments With Message the saving of s and attachments is performed in the background, so that you can continue working in Outlook while a large multiitem save proceeds. Message is designed to provide consistently good performance and efficient resource utilization when saving to and navigating SharePoint document stores, including those with large, deeply-nested Site Collection / Site / Library / Folder trees and very large document volumes. A key to this good performance and volume capability is the custom web service that installs as part of Message. Support for SharePoint and Outlook Versions Message will support access to servers running SharePoint Your tree-view can display the Site Collection / Site / Library / Folder structure of multiple SharePoint Web Applications running under SharePoint Server 2010, SharePoint Foundation 2010, MOSS 2007 or Windows SharePoint Services v3. Server-side components are installed by running a SharePoint Solution (WSP). On client PCs, Message will run in Outlook 2010 or Outlook This means that you can stage your deployment of Office 2010 you do not have to run Outlook 2010 to be able to have good integration with SharePoint Client-side installation is via an MSI. There are extensive client-side configuration settings (e.g. whether you want s deleted from Outlook after they are saved to SharePoint). These settings are all compatible with Group Policy, so you can rollout defaults or enforce certain settings as you see fit. For more information see Page 5