Connect to a SharePoint Site 2007/2010

Step 1: We have installed Colligo Reader and try to connect to a SharePoint Server 2007 Site

Step 2: After successfully connecting, a new pop will show: Select the Lists and Libraries you would like to synch.

Step 2 Content is synchronized: as you can see, two folders, one word, excel and a PDF file

Step 3 - Resolve Conflicts

Changes that you make offline are automatically synchronized to the SharePoint server, while new content on the server is downloaded to your laptop. If working online, changes made in Contributor are automatically synchronized in the background. If a conflicting change is made on the server to content that you changed while offline, you are notified of a conflict error by a yellow alert box on the Contributor icon in the system tray. Clicking on the icon brings up a dialog box so that you can resolve the conflict. If you then click on the error, you can: (1) select the local version, (2) select the server version, (3) open the local version and use "save as" to create a new version, or (4) use Word Compare & Merge to merge the changes from both documents.

Where is the data saved?

The Log File can be opened directly from Colligo.

Here is the DATA

Colligo Contributor can be configured to use EFS from Windows

How can the location path be changed?

Only in Contributor available!

To access the Options screen.

1. Open the Contributor Control panel or Client screen by double clicking the green Contributor icon in the system tray.
2. Select View from the main toolbar and then Options
3. The location for the local cache can be changed using the Browse button. This option should only be used before any data has been downloaded from SharePoint.
4. If this option is selected Contributor will prompt for the item specific metadata when new items are uploaded or created into SharePoint. This is a global setting which affects all interfaces. The default folder metadata feature can be used to turn off the prompting for a specific folder.
5. Contributor will adopt the appearance and color scheme (theme) of the underlying Windows system if this item is checked. This enables Contributor to better match the overall Windows appearance. Note, however, that the Office 2007 ribbon system has its own color system separate to the Windows operating system.
6. Synchronize on Startup schedules a full synchronization whenever the Contributor application is first launched.
7. Synchronize when list is viewed performs a synchronization when a particular list is navigated to in the Contributor interface.
8. Synchronize when list is modified performs a synchronization if an item is modified in a list or library.
9. Background synchronization schedules a synchronization at the interval specified.
10. Contributor will automatically synchronize a list which is referenced in a metadata lookup field if this is checked. This will enable the list to be available in a pull down list field in the metadata editor. If the library is cached then the list will also be available from the cache and items can be viewed, modified or created.

Contributor Support Help Site

http://support.colligo.com/Documents/Online%20User%20Guides/R4.1/Contributor%20R41.htm

What's New in Version 4.1

SharePoint 2010- Contributor now supports connecting to SharePoint 2010 sites in addition to WSS, SPS 2003 and MOSS 2007 sites. Content management features such as syncing libraries and lists; create, updating and deleting content; check in/out; editing metadata properties; uploading emails with metadata extraction can now be used with SharePoint 2010 sites.

Terminal Server support – this feature enables Contributor to be used within terminal server environments. In these environments the user does not use a single computer system and therefore the Contributor cache is located on a network storage location and the user may login to any computer which has Contributor installed to both access their synced content and to upload new content to SharePoint.

Advanced configuration for IT Administrators

Communications with SharePoint - Contributor communicates with SharePoint though the web-services, details of which are available on MSDN SharePoint Web Services. These web-services calls are transmitted over HTTP (or HTTPS) using TCP. Contributor also uses FrontPage RPC methods to communicate with the SharePoint server; FrontPage RPCs are also transmitted over HTTP(S) and TCP. Details of the FrontPage RPC protocols can be found on MSDN Front Page RPCs. The services described above are installed and enabled on SharePoint by default. As they are layered on top of TCP/HTTP, communication works over most WAN/VPN and/or wireless connections as well as a standard LAN.

SharePoint Security and Credentials By using SharePoint's web-services to access SharePoint data, Contributor will respect all the privileges defined on the site. A user needs at least read access to an item in order to cache it. Contributor supports most standard sign-on processes supported by SharePoint, including support for 'default credentials' and other, specified, credentials. Passwords are stored in a secure manner using the Windows Cryptographic API. The following standard Windows IIS authentication types are supported: Basic; Digest; Kerberos (Integrated Windows); and NTLM (Integrated Windows). SharePoint by default does not provide web service permissions to anonymous users, so this permission level cannot be used for taking sites offline. Client certificates, ASP.NET forms-based authentication, and single- sign-on (SSO) based on Active Directory Federation Services (ADFS) or similar identity management systems are not currently supported.

Cache location and Encryption Contributor caches SharePoint content on the local machine. The default cache location is in the users local profile area1; the location can be changed. It can be moved to any other valid path, including: the local file-store; network location; or other (for example, USB drive). For performance and connectivity reasons the local file-system is the preferred location for the cache. Contributor can be configured to secure data using the Windows Encrypting File System (EFS). EFS can be configured to be compliant with the Federal Information Processing Standard (FIPS 140-1 and FIPS 140-2).

User-Driven and Administratively-Specified Content Selection Content for synchronization can be pre-configured by central IT by pushing site configuration XML files to the Contributor configuration location. The configuration location may be in an individual user's profile or under the all-users profile. For security purposes, site configuration files do not allow specification of credentials; the user's Windows login credentials are used. Manual selection of content by users is supported in a number of ways, including simply navigating to a SharePoint site and clicking a button on the IE toolbar. More details about site configuration files are available here: Site Configuration file.

Synchronization Contributor utilizes differential synchronization, with the minimum granularity of synchronization being a file (binary differential synchronization is not currently supported). Synchronization can be configured to be initialized in a number of ways: when content is modified locally; when content is viewed; and periodically. Once-a-day Contributor synchronizes full content (including views and list definitions); subsequent synchronizations synchronize only changed (including new) content. Network bandwidth overhead associated with synchronization is minimal, typically being a small percentage of any content being synchronized; the overhead is typically less than a page-view in IE.

Background Synch

Contributor offers different user-configurable synchronization options to ensure data is kept synchronized with SharePoint. Synchronization runs silently in the background allowing the user to continue working with their documents.

During installation, Contributor can be set to launch at Windows Start Up. This enables background synchronization to start automatically.

Background synchronization is controlled by the Options screen, accessible in the Client and Control panel from View->Options. The following background synchronization options are available:

1. Synchronize on startup - Contributor synchronizes with SharePoint when it starts
2. Synchronize when list is viewed - When you navigate to a list or library, the content is synchronized
3. Synchronize when list is modified - Modifications include changes to the document, list item or metadata
4. Enable background synchronization - Contributor synchronizes content periodically. The default sync-interval is 30 minutes.