Office 365 and SharePoint Local File Share Synchronization

Transcription

1 Office 365 and SharePoint Local File Share Synchronization Frank Daske Business Development Manager Layer The Layer2 Cloud Connector can close many gaps and overcome limitations with Office 365 local file share synchronization 1

2 Who is Layer2? As a Microsoft Gold Certified Partner and ISV based in Hamburg (Germany), Layer2 is one of the leading providers of Microsoft SharePoint, Office 365 and Azure apps in Europe with a major focus on Data Integration, Collaborative Knowledge Management, Social Networking and Cloud. Layer 2 has also been known as a reliable partner to customers in Central Europe, offering additional consulting and services in the fields of SharePoint,.NET programming and IT infrastructure for more than 20 years Layer2 is one of the leading providers of Microsoft SharePoint and Office 365 apps in Europe 2

3 Office 365 local file share sync issues solved by Layer2 How to centrally manage the client side syncs? How to centrally sync my server file share to O365? How to overcome the sync limitations of / files? How to solve SharePoint file path length issues? How to solve different file name conventions of Windows and SharePoint? How to sync to SharePoint library target folders? How to sync forbidden file types or empty files? The Layer2 Cloud Connector can solve all the issues above 3

4 What is the SharePoint Cloud Connector? Layer2 Cloud Connector can connect and sync native SharePoint / Office 365 / OneDrive for Business lists and libraries directly to almost any external data source codeless, one- or two-way, including local server file shares. All SharePoint features are available as usual for your your local files, e.g. Office Online, views, search, metadata, alerts and even workflows, to take business actions in SharePoint, when local documents are changed. The Cloud Connector simplifies your SharePoint architecture, increases end user performance and availability, overcomes limitations and solves many issues that still exists with the SharePoint out-of-the-box data integration via BCS (for lists) and OneDrive for Business (for libraries) today. The Cloud Connector runs as a Windows Management application (MMC) and Windows Service on any Windows server or client, safely within the corporate network. No access to your files from outside is required. No data transfer to 3 rd parties. Supports SharePoint 2010, 2013, SharePoint Foundation, Office 365 and SharePoint Online (all plans), OneDrive for Business The Layer2 Cloud Connector makes ALL native SharePoint features available for external data 4

5 How does it all work? Local Server File Share Data Access Providers SharePoint / Office 365 / OneDrive 4B Layer2 Data Provider for File Systems Other providers on demand Cloud Connector Runs locally on any Windows Server or Windows 7/8 client Connection management Data synchronization Scheduled or on-demand sync Logging, reporting, alerting Secure Data Transfer SharePoint Client Side Object Model (CSOM) Web Services HTTPS / SSL Windows AD Claims-based (FBA) Office 365 Standard ADFS (Federated), etc The Layer2 Cloud Connector operates safely inside the corporate network. No data access from outside required. 5

6 What else can be connected to SharePoint or Office 365 via Layer2 Cloud Connector Databases with existing ODBC / OLEDB / OData or other.net based drivers (32-bit / 64-bit), e.g. SQL Server, SQL Azure, Oracle, IBM DB2, Informix, AS/400, MySQL and many more. File Content like Microsoft Office Excel, Access, XML, CSV or other text files etc. File System (to sync with SharePoint libraries) Applications like Exchange, Active Directory, SharePoint, etc. ERP / CRM / DMS / ECMS systems like Navision, SAP, MS Dynamics, etc. Cloud-based systems like Salesforce, SharePoint Online, CRM Online, Google, Twitter, Facebook, any RSS or other XML-based web requests, etc. More data sources via 3rd party provider and gateways Almost any data source can be connected to SharePoint via Business Data List Connector 6

7 Cloud Connector File Sync Why we made it. Features Sync with Layer2 Cloud Connector Sync with Microsoft OneDrive for Business Sync Client SharePoint 2007 / WSS 3.0 No No SharePoint 2010 and Foundation Yes No SharePoint 2013 and Foundation Yes Yes SharePoint Online / Office 365 Yes Yes OneDrive for Business Yes Yes Central Administration, flexible Logging, Reporting, Alerting Yes No Server-to-Server Sync Yes No Works with any Office 365 Plan Yes No Unlimited amount of files Yes (> / files) No (< / files) Any source drive or folder supported e.g. file server shares Yes No Replication conflict solution strategies (e.g. one entity wins) Yes No On demand sync / scheduled sync Yes No One-way sync Yes No Two-way sync Yes Yes No-delete option Yes No No-insert option Yes No No-update option Yes No Filter on file share, e.g. for name, type, date etc. Yes No List view support on SharePoint Yes No Flexible column mapping Yes No Sync file metadata only to lists(without the file content) Yes No Sync to specific target folders in a SharePoint library Yes No File name convention issues solved Yes (Name modified automatically) No File path length issues solved Yes (Path shortened automatically) No Forbidden file types, empty files managed Yes (Auto-Zipped) No Can sync not only files but also almost any other data Yes (e.g. SQL databases, Exchange, Dynamics etc.) No The Cloud Connector can close many gaps that still exists with OOB Office 365 file synchronization 7

8 Installation & Setup Register, download & unzip Select between 32-bit or 64-bit installation depending on requirements (current hardware and OS, providers to support). Use the installer: start setup.msi. Run as admin, if required. Accept license agreement. Select typical installation. Accept changes to computer. Install the Cloud Connector components and additional data providers. Press Finish to exit and start Connection Manager. You can upgrade, repair or uninstall at any time using the installer again The Cloud Connector can be easily installed. 8

9 What is installed? Connection Manager (64-Bit or 32-Bit) to manage your connections. Start and Stop Cloud Connector Service to operate the Windows service for automatic background updates. Start Synchronization Manually for debug and specific requirements only. Cookie Manager required to support very specific authentication features. Folder access to samples, documentation, connections, license, log files etc. Uninstall link. Layer2 Data Providers (including for file sync) The Cloud Connector can be easily installed. 9

10 The Connection Service Layer2 Cloud Connector Service is installed as a Windows service. This service automatically executes enabled connections defined with the Connection Manager in background as scheduled. You can operate directly in Server Manager > Services or via Connection Manager. Make sure that the service is running to synchronize any connection in background. Make sure that the service has access to your file share The Cloud Connector can be easily installed. 10

11 How to create a connection? Start the Connection Manager (Windows Start Menu) To create a new connection please copy the existing sample connection that best fits your requirements, e.g. Sample File System to SharePoint. Click right and select Duplicate Connection. Rename and modify the new connection as required. In case of a Personal Edition please note that you can have only one connection leftover. Remove all others before executing. No such limitations with the Pro Edition With the Cloud Connector you can easily connect to almost any data source 11

12 File Share Data Entity Settings Define your data entity properties as follows: Enter a data entity title, e.g. MyFiles. Take care about the entity type shown here, e.g. source, destination or bi-directional. You can modify it in the connection settings. Select a data provider to access your data entity. All installed providers ( drivers ) are listed. To connect to a file share you need the Layer2 File System Provider. Enter a connection string to connect to your data entity, e.g. Directory=K:\test2. UNC \\myserver\myshare\mydir or IP also supported. See specifications below. When the connection is verified, take a look at the data preview (see action menu, right hand side) to check available fields. No primary key required (full file path is taken automatically) The Cloud Connector requires a few inputs only to be configured - everyone can do 12

13 Office 365 Data Entity Settings Define your data entity properties as follows: Enter a data entity title, e.g. my SharePoint Server. Take care about the entity type shown here, e.g. source, destination or bi-directional. You can modify in the connection settings. Select a data provider to access your data entity. All installed drivers are listed. To connect to SharePoint / Office 365 you need the Layer2 SharePoint / CSOM Provider. Enter a connection string to connect to your data entity. You need the URL to a list or library, authentication type and user / password. See provider specifications here. You don t need any primary key (list item ID is used) The Cloud Connector requires a few inputs only to be configured - everyone can do 13

14 Field Mapping between data entities You can map the fields / columns (metadata) of your data entities to each other as follows: There is no automatic creation of list or library structures. Please create the target list or library and required columns manually before mapping. Refresh mapping when the data structure has been changed. If data source and destination have similar structure / field names, you can enable auto-mapping. Auto-mapping is done automatically by field name. Take care about the data types. There is some built-in type conversion, but please match as best as you can. Add new mapping entries using the + button. Remove unwanted mappings using the - button. You can use additional columns to keep file system meta data, e.g. the original modified / created date / time. Unmapped fields are kept untouched in case of updates. Verify mapping when you are ready The Cloud Connector requires a few inputs only to be configured - everyone can do 14

15 First Synchronization and further options To sync your connection first time, please press Run Now in connection settings. Please note that the first update can take time, depending on amount of data and configuration (approximately 1-2 GB / hour). Take care about warnings or error messages. The free shareware is limited to 25 records / items. Contact sales@layer2.de for a time-limited full-featured trial. After first update is finished successfully, press update again. No items should be changed now. The 2 nd update should be much much faster (some minutes). To process further updates automatically please enable scheduling. Set appropriate intervals (e.g. 1 hour), depending on requirements, amount of data, changes and configuration. Please note that the Layer2 Windows Service must be running for background updates (see root node of your connections tree or Windows Services Control) You can also update the connection on demand via command line or API The Cloud Connector requires a few inputs only to be configured - everyone can do 15

16 Highest Security Level With the Cloud Connector your SharePoint users do not access your external data directly. That gives you the highest security level possible. The Cloud Connector operates safely in the local network with full control. No data access to local data from outside the network required, e.g. via incoming web services. No data is exposed to any 3rd party (e.g. Windows Azure). You can hide your connection settings by using encryption and file system access rights. SSL / HTTPS fully supported for secure communication. You can use integrated authentication if supported by the data providers. No administrative rights required on the SharePoint side, just write access to the target list With the Cloud Connector you have highest seurity for your internal data 16

17 Highest Performance Reliable Architecture End users do access native SharePoint list data only for highest performance not the external source directly. For best update performance use as few columns as possible, e.g. no select * from mytable. Use views in case of SharePoint. Restrict your result set if possible using where clauses or views. Changes are committed only not the whole data sets. The Cloud Connector is proven to work with up to more than records / items, depending on configuration and data source performance. No problem with the items list view threshold in SharePoint. Use an unsorted, unfiltered, ungrouped view in this case. Note that you can also sync metadata only to lists instead of files to libraries With the Cloud Connector you have highest performance for data access 17

18 Layer2 Data Provider for File System Use this provider to sync local files with Office 365 one-way or two-way. Directory: Path to file share, UNC / IP also supported. Authentication: Windows, WindowsIntegrated supported. There are more options available for more specific requirements. Please see specification in FAQs. Contact sales@layer2.de if there are any issues With the Cloud Connector you can sync your local data with external Odata sources, e.g. MS CRM Online 18

19 Layer2 Data Provider for SharePoint (CSOM) 1/2 Connects to SharePoint lists and libraries, on-premise and in the Microsoft cloud, bi-directional if required. URL parameter (required) provides the link to the source list or library. Please copy from browser. Best to use a certain view. Authentication provides an authentication method, e.g. IntegratedWindows (default), Windows, Office365, IECookie, Anonymous, ADFS, ADFSWindowsIntegrated. For Windows integrated authentication take care, that all users that use update on demand have access, and / or the Windows Timer Service account (if background update is used). For Windows and Office 365 authentication the parameter user and password are required additionally. Please use the same values as if you would login manually. For IECookie authentication Cookie Manager is required. See below for more. For ADFS authentication at Office365 / SharePoint Online the parameter OnlineUser, username and password must be provided. For ADFSWindowsIntegrated the parameter OnlineUser must be provided. OnlineUser must be set to the mapped user id used as online id for Office 365 authentication. Find more specifications here With the Cloud Connector you can sync your local data with other SharePoint or Office 365 lists or libraries 19

20 Layer2 Data Provider for SharePoint (CSOM) 2/2 For best performance please use a defined view with the required columns only. Select statements are not supported. Please use a view on data source side to select your data. There are more options available for more specific requirements. Please see specification in FAQs. Note that you can use the CSOM provider to sync whatever you want to SharePoint, or also SharePoint to SharePoint. Contact sales@layer2.de if there are any issues With the Cloud Connector you can sync your local data with other SharePoint or Office 365 lists or libraries 20

21 Free Shareware & Licensing The Cloud Connector can be used as free Shareware with limitations (25 items per list). Full featured timelimited licenses on request. The Cloud Connector can be licensed per local installation. No user User CALs required. The license is permanent, one-time fee. Optional annual Software Assurance for free updates and upgrades per installation available (20%). The Personal Edition is limited to one connection to SharePoint. The Professional Edition supports an unlimited number of connections with any end-points. Several support options, e.g. free or per hour. No new installation is required for licensing, just place the license file in license directory. You can order online using any payment procedure you want. Contact if you have any questions or need a quote You can use the Cloud Connector as free Shareware as long as you want or licensed per installation. 21

22 Layer2 SharePoint Apps who runs business with it? Layer2 apps are used all over the world in thousands of small, mid-sized and large companies and organizations like The Coca-Cola Company, Bauer Inc, IBM, Deloite, US Defense Department, NATO, United Nations World Food Programme (WFP), Unico Banking Group, Swiss Life AG and many others. See for more products and customer references Layer2 is one of the leading provider of SharePoint, Office 365 and Azure apps in Europe 22

23 Layer2 Partner Program for Resellers and Implementers (VARs) Completely cost-free partner program. No contract required. Partner links at our product pages. Sales leads will find you as a local partner and will contact you for order and / or implementation support. Silver and Gold Partnership: 15-30% discount on production licenses to use our solutions in your external customer projects or for resale. Place your orders using our on-line shop system. Simply enter your partner coupon codes to receive your specific discounts. As a Gold Partner you can use our solutions internally, for demonstration or within your intranet, extranet or even Internet as free NFR version. Premium support level with high priority and direct access to the product development team. Joint development options. Project support, if required. Free marketing and sales support, ready to use digital marketing kit including flyers, presentations and evaluation downloads Layer2 as a vendor is powerful together with its partners - and for its partners. 23

24 What are you waiting for? Please click below to register, download and evaluate today: e/seiten/sharepoint-cloud-connector.aspx Find more information about file sync here: nity/faqs/cloud-connector/pages/filesystem-sync-with-office-365.aspx Find more sync solutions here: s/pages/default.aspx Make your SharePoint and Office 365 even better download and try today. 24