1. Business Critical SharePoint
Presented by:
Steen Jakobsen – Fusion Principal Architect
Jakob Bartholdy – EMEA Regional Manager

2. The disconnected enterprise
Product
Lifecycle
Electronical Management
Medical (PLM) Retail
Records Management
(EMR) System
Customer
Relationship
Management
(CRM) Supply Chain
Enterprise Management
Ressource (SCM)
Planning
(ERP) Financial
Services
System
HR SharePoint
Information
Systems

3. Connecting the Enterprise around SharePoint
Electronical
HR
Medical
Information
Records
Systems
Product (EMR)
Supply Chain
Lifecycle
Management
Management
(SCM)
(PLM)
Enterprise
Financial
Ressource
Services
Planning
System
(ERP)
Customer
Retail
Relationship
Management SharePoint Management
System
(CRM)

4. Connection the Enterprise Around SharePoint
Master Data Management
Documents
Data

5. Connection the Enterprise around SharePoint
Master Data Management
Master Data Store (Fusion C/XRM) Fusion Programparts
Customers, Orders, Products, Custom, .. SharePoint , ETL, Aggregate, Query, Excel, ..
Part
Part
Part
• No Coding
• No Volume Limit
• No SharePoint Farm Install

6. What's on for today…
• File Share -> SharePoint Document Library + Metadata enrichment
– Folder hierarchy conversion and metadata enrichment
• 1 Folder hierarchy to flat Document Library
• 2 Metadata enrichment via Master Data Store
• 3 Metadata enrichment via direct SQL Select
• 1, 2, 3 = Integration Job

7. What's on for today…
• File Share -> SharePoint Document Library + Metadata enrichment
– Folder hierarchy conversion and metadata enrichment
• 1 Folder hierarchy to flat Document Library
• 2 Metadata enrichment via Master Data Store
• 3 Metadata enrichment via direct SQL Select
• 1, 2, 3 = Integration Job

8. File Share -> Document Library
Folder hierarchy conversion

9. File Share -> Document Library
Folder hierarchy conversion
1. Preserve document file timestamps [Created] & [Modified]
2. In-stream transformations:
– Convert “Folder names” to Metadata
– Replace-Lookups, Rules, Expressions: Left([filename],3) + Mid([folder2],6)
– Handles filename conflicts and illegal characters
3. Source filters: (Synchronization and Incremental processing)
– DateTime Intervals, Relative to Today, Incremental using session timestamps.
– Size > 5 MB), Type (*.pdf) , Property: [Subject] contains “My Subject”, ..
– Name: Regular Expression
4. Target filters: (Synchronization and Incremental processing)
5. One-by-One processing: (File actions)
– PDF conversion, Watermarking, Custom API Processing
– Retrieve Metadata from external Data Source based on file name and properties
– Copy + Delete = Move

10. SharePoint to SharePoint
Copy, Move, Transform, Enrich & Remap Content

11. What's on for today…
• File Share -> SharePoint Document Library + Metadata enrichment
– Folder hierarchy conversion and metadata enrichment
• 1 Folder hierarchy to flat Document Library
• 2 Metadata enrichment via Master Data Store
• 3 Metadata enrichment via direct SQL Select
• 1, 2, 3 = Integration Job

12. File Share -> Document Library
Update Metadata from MDS
”Staging” via Master Data Store.
Load, consolidate and aggregate data from multiple sources for
integration into SharePoint Lists and Document Libraries
Fusion Master Data Store

13. File Share -> Document Library
Update Metadata from Master Data Store
Reflection
1. Data loaded from Microsoft Dynamics AX 2012
– Combined with data fro “Microsoft Adventure Works”
– Customers , Orders, HR, ..
– In-stream transformed and aggregated (e.g. [Total Sales] per customer)
– Based on Template where integration jobs are predefined
2. Mapped to Document library
– Primary key = [Account]
– Updated [Company Name], [Revenue], [Sales Rep]

14. What's on for today…
• File Share -> SharePoint Document Library + Metadata enrichment
– Folder hierarchy conversion and metadata enrichment
• 1 Folder hierarchy to flat Document Library
• 2 Metadata enrichment via Master Data Store
• 3 Metadata enrichment via direct SQL Select
• 1, 2, 3 = Integration Job

15. File Share -> Document Library
Update Metadata from External Database
External Database Fusion Programpart

16. File Share -> Document Library
Update Metadata from External Database
Reflection
1. Direct connection to External Data Source
– Load the data and updates the items within the Document Library
– Optional row level calculation/transformation while in-stream
2. No SQL – Visual query Builder
– Support for binding variables within generated SQL
– Optional SQL editor for maximum flexibility (Custom functions and
Procedures)

17. What's on for today…
• File Share -> SharePoint Document Library + Metadata enrichment
– Folder hierarchy conversion and metadata enrichment
• 1 Folder hierarchy to flat Document Library
• 2 Metadata enrichment via Master Data Store
• 3 Metadata enrichment via direct SQL Select
• 1, 2, 3 = Integration Job

18. File Share -> Document Library
Integration Job
Fusion Programparts Integration job
• Folder hierarchy flat view conversion
• Update metadata from Staged MDS
• Update metadata from direct SQL Select

19. File Share -> Document Library
Integration Job
Reflection
1. Multiple Programparts combined
– Folder hierarchy flat view conversion
– Update metadata from Staged MDS
– Update metadata from direct SQL Select
2. Smart logging (Structured Job Log)
– All activity is logged
– Report files embedded in log
– Searching and filtering
3. Scheduling using active Batch Engine
– Repeat intervals
– Only new files since last session
– Monitoring and active alerting

20. Q&A
Jakob Bartholdy Steen Jakobsen
EMEA Regional Manager Fusion Principal Architect
jba@surfray.com stj@surfray.com
jakobbartholdy @SteenGJakobsen
@bartholdy