network drive file sharing - sharepoint

For the better part of 10 years + we have relied on various network mapped drives to allow file sharing. One drive letter for sharing files between teams, a seperate file share for the entire organization, a third for personal use etc. I would like to move away from this and am trying to decide if an ECM/Sharepoint type solution, or home grown app, is worth the cost and the way to go? Or if we should simply remain relying on login scripts/mapped drives for file sharing due to its relative simplicity? Does anyone have any exeperience within their own organization or thoughts on this?
Thanks.

SharePoint is very good at document sharing.
Documents generally follow a process for approval, have permissions, live in clusters... and these things lend themselves well to SharePoints document libraries.
However there are somethings that don't lend themselves well to living inside SharePoint... do you have a virtual hard drive (.vhd) file that you want to share with a workmate? Not such a good idea to try and put a 20GB file into SharePoint.
SharePoint can handle large files, and so can SQL Server behind it... but do you want your SQL Server bandwidth being saturated by such large files? Do you want your backup of SQL Server to hold copies of such large files multiple times?
I believe that there are a few Microsoft partners who offer the ability to disassociate file blobs from the SharePoint database, so that SharePoint can hold the metadata and a file system holds the actual files, and SharePoint simply becomes the gateway to manage access, permissions, and offer a centralised interface to files throughout an organisation. This would offer you the best of both worlds.
Right now though, I consider SharePoint ideal for documents, and I keep large files (that are not document centric) on Windows file shares.

Definetely, use a tool.
The main benefit here is version control. Being able to jump easily to a previous version, diff'ing and seeing who modified what (see most VCS' blame/annotate tool- it prints out a text file showing when/who modified each line in the text file).
Second, you can probably benefit from issue tracking/task tracking.
Other benefits include web access from the internet, having a wiki (which can be great in some situations), etc.
I use Subversion + Redmine at work, and I find it highly useful- test a few solutions and you will surely find out further advantages for you.

One thing that can be overlooked in the change to an document management tool is the planning required around how much is going to be stored and information architecture issues like where different content is going to end up.
SharePoint particularly is easy to setup without a good plan going forward and is particularly vulnerable to difficulties later on when things get to busy.
I would not recommend a home grown app for something like this. The problem has been solved by off the shelf tools and growing one from scratch is going to cost a huge amount and not get you any way near the features for the money.
Did I mention how important planning your security groups and document areas (IA) was?

If you need just document storage then sharepoint can do very well. WSS is ewen free and it provides very good document storage capabilities.
But you have to plan carefully as updating existing applications is painfull. If you decide to go with Sharepoint then I can give you few advices from top of my head
Pay attention to security configuration (user groups, privilegies,..)
Plan your document libraries well as it is not easy to just move documents betveen them
Also consider limiting number of versions that one document can have, because sharepoint stores full backups betveen verions, not just changes
Don't use infopath:) we have very bad experience with it (just don't tell this to managers)
If you don't really need to change graphical look of Sharepoint than don't bother with it as it brings many problems (I'm talking about custom masterpages and custom site templates)
Try to use as much OOB stuff as possible, because developing your own webparts not only cost more, but it can be quite complicated.
Make sure to turn-on search indexing. This is quite tricky, because it is by default turned off and then you will be as surprised that search is not working as I was :)
If you try to just deploy it and load 10.000 documents into it then you will surely have problems with it later. If you give a little thought about structure then you will end up with really good document storage.

Migrating is very probably worth the cost in the long term. You will gain reliability, versioning, traceability, and extensibility.
Be sure to first identify the groups/rights, and to identify which links need to be fixed (maybe you have applications that use links to the shares).
An open source alternative to SharePoint is Alfresco, it is very good for CIFS (Windows shares) too.

Related

Should I be using SharePoint sub-sites or metadata?

We're starting to use SharePoint 2013 to manage our department's process documentation and I have some questions about best practices for site structure. I'm a little surprised I can't find the answers via web search, since this seems like a basic question every new SharePoint user must deal with.
Moving from a file share environment, I'm trying hard to get out of that mindset and I understand the many benefits of SharePoint over file shares. I also understand why creating folders in SharePoint forces arbitrary divisions on files whereas one large set of documents with metadata lets you filter and group the files based on different needs.
What's confusing me is that I also read that it's better to have too many sub-sites than not enough. It seems like sub-sites can easily become pseudo-folders and I'm not sure where that line is crossed.
Here's an example.
We have a SharePoint site devoted to our department. We've create a sub-site dedicated to an application we developed to load data into our business systems. It mainly holds technical documentation about the application. This application supports many different data sources, each with its own set of user instructions for loading, its own schedule (calendar), contact lists, supporting files, etc. There's no compelling reason to separate them to restrict access. However, there doesn't seem like a lot of value in having them all in the same sub-site, either, since someone working on a job will only want to see the docs and supporting files for that data source. I just can't foresee someone wanting to view supporting files across all data sources, although, I could see someone wanting to see the schedule for all data sources combined.
My question is, should I create separate sub-sites under the application for each data source or do I just store everything in the application sub-site and use metadata and views to group things by data source? Putting all the items for a specific data source into its own sub-site seems to be much simpler to manage and present than having to specify metadata for every new file and creating a lot of views. However, I can't shake the feeling that I'm still using file share thinking. Or maybe I'm just missing some basic concept of SharePoint.
Any advice or links to good discussions of this topic would be greatly appreciated. Thanks.
I would recommend that you use metadata and views to separate data in one repository/site.
My reasons are as below:
In SharePoint, it is recommended to use metadata than "evil"
folders(or subsites in your case). Keep in mind that maintaining
multiple subsites requires big administrative efforts in long term,
for example, some sites will be inherited while others unique
permission.
As time passes by and people rotate, it becomes vague
that where the data was stored and where the new data should go to,
especially with large volume subsites.
Since confidentiality is not concerned in your case, keep data centralized and open to people working in related field increases sharing and collaborating phenomenon. In contrast, using subsites increases the possibility of data silos.
people are all lazy :). Taken me as example, I dont want to remember all those xyz URLs, I want to go to one place and be able to fetch everything that I need.

Google Docs as Content Management System

I'm thinking of using Google Docs as a content management system, and to integrate it with my java/j2ee web application.
I only need to upload, view, search meta-data, and organize docs.
Would anybody have a reason to believe I should not try this?
One good reason not to do that is that then you have no control over your system's uptime. Google does occasionally have outages, which would take your system down as well.
In addition, by storing them on Google's servers, you are giving up any control over privacy. There is nothing you can do to ensure Google's security of both their live systems and their backup systems will never be broken, and if they get broken in to, your documents' privacy is lost. In addition, you'll need to keep an eye on Google's terms of use. They may very well update it to read "We reserve the right to sell your documents to whomever we please." which may include your competitors.
That being said, if downtime won't break you, and privacy isn't a huge concern, it doesn't sound like a bad idea. Just make sure they're not the ONLY place you're storing your documents.

Upgrading and Security Implementation (Access 2000-2003 and up)

I’ve been working on a few small scale Access projects that have turned large scale rather quickly. The original designer implemented next to zero security and everyone can just walk in with a simple shift enter, way beyond just a security hole for nuclear submarines to dive through and that has always drove me bonkers.
With that said, users are currently on Office 2000, migrating slowly into 2003. I have taken this opportunity to convince higher parties to implement said security through the use of built in access tools.
Next I get to go through hundreds of functions and forms to pop in option explicit to define all the data types restricting the compile to MDE and clean up memory that was not done for some reason. There are some sensitive connection strings in the code that are plain as day that need to be compiled to reduce the risk factor.
My questions involve both the upgrade to 2003+ and the built in security. And yes, this is what I'm stuck with using unless I really want to redo everything in Visual FoxPro but building a porsche with rocks... not my idea of a good time.
When moving into office 2007, are
there any major holes that I should
be working around ahead of time?
Within the next year and a half the
whole business is supposedly
upgrading to this and I’ve only heard
horror stories about changed/obsolete
functions
Are there any major bugs that
can/will happen because of the use of
the workgroup file and permissions?
Tricks I should know ahead of time if
something crazy happens to lock
everyone out of it?
In the sandbox, I have not implemented the Encryption feature. Pros/Cons, Risks?
Any other good tips? I realize the broadness of this question and have a few good books on hand here (Professional Access 2000 Programming, Access Developers 2002, Developing Solutions with Office 2000 Components and VBA) but obviously these are before the time of current Access and Jet technology. If anything, a good book recommendation would be a booster for me, anything to give me a head start. Right now I really need to devour this security issue, its beyond just out of hand considering the sensitivity of the information at hand.
Thanks for reading my dreaded wall of text o.O
User level security does not exist for Access 2007 files (http://office.microsoft.com/en-us/access/HA101662271033.aspx). If the data is very sensitive, you may wish to consider a different back-end.
If the data is truly that sensitive it shouldn't be stored in an Access database file. Anyone can copy the entire data MDB/ACCDB and take it home with them to analyze at their leisure. Instead the data should be upsized to a database engine such as SQL Server.
Keep the current Access queries, forms and reports but get the data into a format that isn't so easy to steal.
Then think about limiting their views, logging the queries they run and such.
I would wait until A2010 is out before making any determination about upgrades beyond A2003. A2003 is fine for now, seems to me. I certainly wouldn't want to wade into targetting development to A2007 with A2010 coming out so soon and having so many really great new features (table-level data macros, really useful additions to Sharepoint integration that make a lot of really huge things possible, to name just two). My plan is to skip A2007 with clients (though I have it installed now and am playing with it so that I'll be better prepared when 2010 comes out).
One thing that doesn't often get mentioned about A2007 is that the Office FileSearch object was removed in Office 2007. If your app uses it, you can use my File Search class module to replace it. I've had it in production use since June (when I created it), but just released it more widely and am currently troubleshooting some issues that seem to be related to file names with odd characters.

WSS/MOSS Development ... Where to draw the line?

Our organization started on the SharePoint path about two years ago. Before that, we (the developers) wrote mostly asp.net front ends for SQL back ends. Now it seems like every time a new project comes up, we are asked to “make” it fit in SharePoint; and we have stuffed some things into SharePoint that probably should have been stand alone applications or web applications due to complexity and interactions with other technologies.
My question is: Where do you draw the line as to developing a project in SharePoint versus Web/Winform application, and how do you convince your manager(s) that SharePoint may not be the best solution for a particular project?
I sort of agree with you that this is sometimes a tough question. In general, though, I agree with the cliche that you just have to think about a sharepoint app a little differently. If your data can be considered as list-based, then SharePoint probably isn't a necessarily bad development framework. It may seem like more work on the surface, but IMO the challenges just move from one place to another. If you use things like custom field templates and web parts, you can relatively naturally handle all sorts of data. And you get the positive aspects of SharePoint for free (an already mature security framework, built-in searching, site and list templates/definitions, personalized page customizations, yada, yada).
I also I don't know what you mean by "complexity and interactions with other technologies" here, so it's hard to imagine what specific issues might be introduced when SharePoint is added to the mix.
If your dev team is relatively inexperienced with SharePoint and you care about quality and deadlines, I can definitely see your point. It's not an easy learning curve, but I think the SharePoint product is more naturally extensible than many people give it credit for.
There is, in some cases, a third option between a SharePoint application and an ASP.NET application. You can build custom site and application pages and deploy them to a SharePoint site. (The book Inside Windows SharePoint Services 3.0 gives a good overview of how to do this.) This will allow you to use ASP.Net and SQL Server within a SharePoint environment (which means you can also take advantage of things like SharePoint security). It's not as easy as developing a plain ASP.Net application, but it's a compromise.
Of course, this is sort of a technicality if they're wanting these new applications to be built on SharePoint technologies (lists, libraries, workflow, etc.), not just to be "inside" SharePoint.
One of the primary reasons why you might put an applicaiton in SP is when you want to take advantage of the building blocks SP gives you:
Security (share security with the site)
Data (store some or all of your data in lists)
Provisioning (if you want you app on multiple sites)
Some basic data UI e.g. Lists give you that and you dont need to build it.
One thing to consider when trying to 'integrate' a new app into the existing pool is whether there is any overlap in data (customers, inventory, etc) that would benefit from the merger.
There is also the benefit of being able to back up multiple applications and all of their respective data in one place.
Why are they asking for it all to go into SharePoint?
In my experience it is because the 'ole SharePoint intranet is being great as a portal to keep everything together and findable under the one information architecture.
Approach the issue from a uses perception of the application space in the organisation.
So long as the application looks and feels just like part of the intranet site and the user does not have to think about how to get to it (and how to get back out), you can pretty much take any architecture decisions necessary to get the best bang for the organisations buck when it comes to implementation and maintainence.
When we started thinking about the site less from SharePoint vs other stuff to the nice woolly concepts of Information Architecture, findability and usability, our decisions not to make it actually inside SharePoint, but still skin it like the Intranet became easier to sell.

Migrating from other Content Management Systems to SharePoint

I am currently working on a project which requires migration of content from different content management Systems to SharePoint. Are there any good, preferably open source, tools that would help me do this? Also, what are the best practices that I would have to keep in mind when it comes to such projects. One more thing that i would like to factor here is reusablity, because we might have to work on similar migration projects, from other Content Management systems in future.
You can check http://www.codeplex.com/SPMigration (open source, project started by a Microsoft consultant).
This framework gives you an importer tool, as well as some exporter example (FileSystem for example). You'll problably have to code your own exporter.
This MSDN blog also goes into some detail about the Migration API and may be useful as its generally very had to do this sort of thing without getting your hands dirty
http://blogs.msdn.com/sharepointdeveloperdocs/archive/2007/11/30/content-migration-in-sharepoint.aspx
Also, IMHO you shouldn't dismiss proprietary products as although they can be expensive they may save you considerable time and therefore cost if you have a large conversion project.
http://www.tzunami.com/Pages/default.aspx
http://www.avepoint.com/products/sharepoint-migration
Tricks and tips -
http://www.parallelspace.net/portals/ALS305-mwherman-Content%20Migration-1-1-18-RC6_FINAL.ppt
We have had good mileage from going to the nearest university and grabbing some IT students to do a manual migration.
The students like the extra cash and it is sometimes easier when the Information Architectures of the site changes between systems.

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