Many organisations today utilise Enterprise Content Management (ECM) platforms for the management of business documents and will, no doubt, have multiple repositories in place to support teams, departments and business processes. All too often, due to the lack of consistent and reliable integrations between the MS Office suite and leading repository technologies, business content is manipulated outside of these secure and compliant environments. Users can also find it difficult to find, open, create and update business documents that are managed in document repositories.

So that organisations can realise the benefits of deploying ECM technologies, ECM vendors have attempted to resolve these issues by developing integrations between their ECM platforms and the Microsoft Office suite. Such integrations, whilst delivering a standard set of integrated features, do not easily lend themselves to real-world implementations, are fixed to specific repository technologies and are not easily extended.

In order for non-technical users to realise the benefits of an enterprise content management system, they must be able to adopt it quickly and with minimal interruption to their day-to-day activities.

ConXOffice from SynApps Solutions enables users to work seamlessly with content repositories directly within the Microsoft Office suite of applications.

ConXOffice enables users, with minimal end-user training, to access the basic content services of enterprise content management systems directly from the MS Office application suite: Word, Excel and PowerPoint; whilst enabling organisations to secure, manage and archive business information for governance and compliance purposes. Furthermore, it is typical for documents created in the MS Office suite of applications to be related to one or more line of business system transactions which need to be tracked within the repository - therefore, when creating and editing documents, ConXOffice also enables users to enter and validate metadata against associated line of business application databases.

S O L U T I O N SA SynApps Case Study

Seamless integration of CMIS-compliant enterprise content management services with Microsoft Office

Microsoft Office applications such as Word, Excel and PowerPoint are ubiquitous. These applications are used to author, create, edit and view business content and therefore are considered core business applications. When working with these applications, users have high expectations when it comes to being able to easily and quickly create new and open existing documents. Ease of use is therefore paramount; not just in terms of the applications themselves but also in finding and accessing documents.

Greater flexibility than standard integrations into the MS Office Application suite.

User supplied metadata supported along with real-time validation against back-office data.

Exposes additional repository services and features such as library, search and worlkflow.

Enables, simplifies and promotes information sharing, re-use and collaboration within Office applications.

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High-level Overview

• Enables users to interact seamlessly with content management services from any CMIS- compliant ECM repository from within the Microsoft Office end-user interface.

• Enables organisations to greatly improve information sharing, re-use, and compliance by allowing users to file content and documents with associated metadata into electronic case files that are governed by repository features such as security, audit and retention management.

• ConXOffice delivers an efficient filing mechanism that can be tightly integrated with line of business applications to ensure accurate and valid filing of content, documents and metadata.

Key Features

• Create documents from approved, format-specific, templates stored and managed within content repositories.

• Categorise, tag and add business metadata for all documents when importing into the repository.

• Fully configurable metadata presentation in order to allow users to supply business context.

• Fully configurable real-time validation of business metadata against line of business applications and back-office systems data to ensure accurate and correct filing of documents.

• Browse, search and view the metadata and content of documents and other business content stored and managed within a CMIS-compliant repository.

• Supports all versions of Microsoft Outlook from 2000 through to 2010 and both 32- and 64-bit.

• Seamless and configurable user experience. CONxOffice supports panes, regions, ribbons, tool bars and right-click context-sensitive menus.

• Supports the backstage view interface introduced in Microsoft Office 2010.

• Supports the ribbon interface introduced in Microsoft Office 2007.

• Configurable user interface that fully supports both query based pick lists and fixed pick lists through the Enterprise Repository data dictionary.

• Configurable user interface that fully supports I18N localisation.

• Supports all leading ECM systems vendors.

• Based on Content Management Interoperability Services (CMIS) standard; communication with the server is over a lightweight SOAP interface.

• Easy deployment

Contact: www.synapps-solutions.com

Technical Details

ConXOffice is a supported add-on to Microsoft Outlook versions 2000, 2002, 2003, 2007 and 2010; across all editions of Microsoft Office and supporting Microsoft operating systems.

SynApps Solution ConXOffice is a lightweight add-on to Microsoft Outlook. Client operating system and hardware requirements must, therefore, match those of the version of Microsoft Outlook deployed.

Operating System

Windows XP with Service Pack (SP) 3 (32-bit), Windows Vista with SP1 (32-bit or 64-bit), Windows Server 2003 SP2 (32-bit or 64-bit) and MSXML 6.0 (32 bit Office only), Windows Server 2008 or later (32-bit or 64-bit), Windows 7 (32- bit or 64-bit). Terminal Server and Windows on Windows (WOW) (which allows installing 32-bit versions of Office 2010 on 64-bit operating system, excluding Windows XP 64) are supported

About Synapps Solutions

• Formed in 2003 by Documentum Services management team and senior consultants

• Extensive experience in Enterprise Content Management and planning, delivery and support of large-scale infrastructures and applications

• Partnerships: Alfresco, EMC, Adobe, Jive, Microsoft

• Products – ConXMail, ConXOffice, ConXSys, ConXLoader

S O L U T I O N S

A SynApps Case Study

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