{"id":2010,"date":"2012-03-08T06:31:54","date_gmt":"2012-03-08T06:31:54","guid":{"rendered":"https:\/\/poiseddevelopers.com\/reality-tech\/?p=2010"},"modified":"2024-04-26T12:13:53","modified_gmt":"2024-04-26T12:13:53","slug":"ms-office-integration-with-sharepoint","status":"publish","type":"post","link":"https:\/\/poiseddevelopers.com\/reality-tech\/ms-office-integration-with-sharepoint\/","title":{"rendered":"MS-Office Integration with SharePoint"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 eztoc-toggle-hide-by-default' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/poiseddevelopers.com\/reality-tech\/ms-office-integration-with-sharepoint\/#1_Stability\" title=\"1. Stability\">1. Stability<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/poiseddevelopers.com\/reality-tech\/ms-office-integration-with-sharepoint\/#2_Caching\" title=\"2. Caching\">2. Caching<\/a><\/li><\/ul><\/nav><\/div>\n<p>I always assumed Microsoft\u2019s strength was integration between its products, so I assumed that there would be good integration between\u00a0<a href=\"https:\/\/reality-tech.com\/capabilities\/sharepoint-online-and-office-365\/\" target=\"_blank\" rel=\"noopener\" aria-label=\"SharePoint - open in a new tab\" data-uw-rm-ext-link=\"\">SharePoint<\/a>\u00a0and Microsoft Outlook and Microsoft Office generally. It was only after watching end-users struggle to navigate basic document operations in MS-Office and Outlook that I came to realize there\u2019s a huge gap in that integration and the resulting user experience. SharePoint at best appears as flat list of Recent Places shortcuts, leaving MS-Office and Outlook users flummoxed as they try to find or file a document within SharePoint.\u00a0 Worse, metadata support is very limited; Office 2007 products don\u2019t support new metadata fields such as Hierarchical Taxonomy (Managed Metadata Service) fields or External Content Types. Even in Office 2010, the DIP (Document Information Panel) by default provides a random dump of the metadata fields and is far from user-friendly. The DIP consumes valuable real-estate by default, with an unintuitive user interface for hiding\/exposing it, and an unclear relationship between Document properties and SharePoint metadata fields.<\/p>\n<p>As I explored add-on software to address these issues, I first came across and ultimately deployed\u00a0a nifty product produced by\u00a0<a href=\"https:\/\/www.colligo.com\/\" target=\"_blank\" rel=\"noopener\" aria-label=\"Colligo - open in a new tab\" data-uw-rm-ext-link=\"\">Colligo<\/a>. It is highly focused on the Outlook end-user experience. It provides drag-and-drop, full rich metadata support, and the ability to set up favorite SharePoint sites. It works great at first, but there are some real issues to be aware of before committing to it:<\/p>\n<h2><span class=\"ez-toc-section\" id=\"1_Stability\"><\/span>1. Stability<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>In my experience with this add-on, new releases often create problems as they fix other issues. Before deploying, make sure the version intended for deployment is well-tested before deploying. Once corrupted, we had to uninstall and then reinstall on the client desktop too often.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"2_Caching\"><\/span>2. Caching<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Watch out for caching. Changes to sites such as metadata don\u2019t get reflected until a full synchronization. When caching, a huge volume could get stored on the client desktop. It blew up several of our thin clients, causing us to have to uninstall and reinstall the product, on more than one occasion, a user ran out of disk space and corrupted Colligo.<\/p>\n<ul>\n<li>No site hierarchy Favorites need to be hand-entered in the 4.x version, and appear as a list of sites.\u00a0 There\u2019s no way to see the sites and libraries as a hierarchy, which is what users expect.<\/li>\n<li>Colligo\u00a0adds extra folders to the Mail Folders to represent the structure of Favorite sites. This can cause issues with the MAPI tree if the Favorite site has a lot of sub-sites and libraries.<\/li>\n<\/ul>\n<p><strong>Colligo\u00a0has a 5.x version in the wings that offers two much-needed capabilities:<\/strong><\/p>\n<ul>\n<li>Central Administration of favorites<br role=\"presentation\" data-uw-rm-sr=\"\" \/>You can now \u201cpush\u201d favorites out to end users centrally.<\/li>\n<li>Eliminating of the Site Caching<br role=\"presentation\" data-uw-rm-sr=\"\" \/>Going to real-time is a smart move that goes to the heart of some of the problems in the prior version.<\/li>\n<\/ul>\n<p>However, in testing, this version is not yet stable enough to recommend. There are also real issues in the scrolling and display of metadata fields, preventing users from reaching some fields.<\/p>\n<div style=\"background-color: white; box-shadow: 0 0 10px whitesmoke; padding: 20px; width: 800px;\">\n<h4 style=\"color: black;\">Additional Read<\/h4>\n<p><a style=\"color: #1f6799;\" href=\"https:\/\/poiseddevelopers.com\/reality-tech\/goals-for-your-sharepoint-project\/\" target=\"_blank\" rel=\"noopener\">Goals For Your SharePoint Project<\/a><\/p>\n<\/div>\n<p>A far more comprehensive product line is offered by MacroView. Like Colligo Contributor, MacroView DMF (stands of Document Management Framework apparently) also provides drag-and-drop, full rich metadata support and the ability to set up favorite SharePoint sites. In contrast to Colligo, MacroView shows the full site hierarchy in Outlook, and allows search views that can be customized to reflect the company metadata. The MacroView menu and configuration options are very comprehensive. It already has the capability to push out Favorites and does not do any caching of file or metadata. MacroView offer an optional add-on that allows users to override and set security at the individual document level (which is another thing that is surprisingly difficult with the out-of-the-box SharePoint UI). The SharePoint navigation and metadata experience with MacroView is consistent across Outlook, Word, Excel PowerPoint and the desktop client \u2013 even in Adobe Reader. Lastly, the MacroView software is rock-solid reliable in tests and demos.<\/p>\n<p>Customizing Item-level Security<br \/>\nIndividual document security permission overrides carry its own challenges. Each time permission is \u201cbroken\u201d or customized in a document library, a new security scope is created. Industry estimation is a performance hit of 20% is experienced at 1,000 security scopes in a library. Microsoft defaults to a configurable maximum of 50,000 security scopes per library, with a recommendation to actually lower this to 5,000.<\/p>\n<p>A product from a company called Titus offers a well thought out rules based security system that sets the security within the SharePoint model based on the metadata, using simple rules you defined. While it has been the perfect product for some problems, we\u2019ve had some reliability issues with it as well that we are working with Titus to resolve, where some document uploads fail the first time.<\/p>\n<div style=\"background-color: white; box-shadow: 0 0 10px whitesmoke; padding: 20px; border-radius: 5px; display: flex; justify-content: space-around; width: 950px;\">\n<div class=\"content\">\n<h4>Start Your PowerShell Migration Project In A Click<\/h4>\n<p style=\"width: 70%;\">Our technology and wide delivery footprint have created billions of dollars in value for clients globally and are widely recognized by industry professionals and analysts.<\/p>\n<\/div>\n<div style=\"display: flex; align-items: center;\">\n<div class=\"content-btn\" style=\"padding: 8px; border: 1px solid #009a00; width: 238px; height: fit-content; cursor: pointer;\"><a href=\"https:\/\/poiseddevelopers.com\/reality-tech\/contact-us\/\" style=\"color:#009a00\" target=\"_blank\" rel=\"noopener\">Let\u2019s connect and brainstorm!<\/a><\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>I always assumed Microsoft\u2019s strength was integration between its products, so I assumed that there would be good integration between\u00a0SharePoint\u00a0and Microsoft Outlook and Microsoft Office generally. It was only after watching end-users struggle to navigate basic document operations in MS-Office and Outlook that I came to realize there\u2019s a huge gap in that integration and [&hellip;]<\/p>\n","protected":false},"author":10,"featured_media":2013,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[32],"tags":[],"class_list":["post-2010","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-sharepoint"],"acf":[],"_links":{"self":[{"href":"https:\/\/poiseddevelopers.com\/reality-tech\/wp-json\/wp\/v2\/posts\/2010","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/poiseddevelopers.com\/reality-tech\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/poiseddevelopers.com\/reality-tech\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/poiseddevelopers.com\/reality-tech\/wp-json\/wp\/v2\/users\/10"}],"replies":[{"embeddable":true,"href":"https:\/\/poiseddevelopers.com\/reality-tech\/wp-json\/wp\/v2\/comments?post=2010"}],"version-history":[{"count":4,"href":"https:\/\/poiseddevelopers.com\/reality-tech\/wp-json\/wp\/v2\/posts\/2010\/revisions"}],"predecessor-version":[{"id":3019,"href":"https:\/\/poiseddevelopers.com\/reality-tech\/wp-json\/wp\/v2\/posts\/2010\/revisions\/3019"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/poiseddevelopers.com\/reality-tech\/wp-json\/wp\/v2\/media\/2013"}],"wp:attachment":[{"href":"https:\/\/poiseddevelopers.com\/reality-tech\/wp-json\/wp\/v2\/media?parent=2010"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/poiseddevelopers.com\/reality-tech\/wp-json\/wp\/v2\/categories?post=2010"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/poiseddevelopers.com\/reality-tech\/wp-json\/wp\/v2\/tags?post=2010"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}