Managing Outlook Messages
69SharePoint 2007 - Better For Managing Outlook Messages?
Having heard that SharePoint 2007 provides some significant new functionality in the area of document management, many organizations are asking whether they can use SharePoint 2007 to manage their Microsoft Outlook messages. Do the new document management features of SharePoint 2007 help with managing Outlook messages? Is the integration between Outlook and SharePoint 2007 better than with previous versions of SharePoint? Can SharePoint 2007 be the email message repository for my organization? The short answer is that SharePoint 2007 is definitely better for managing Outlook messages than previous versions of SharePoint. This article describes how the out-of-the-box features of SharePoint 2007 can be used with Outlook messages and discusses how by using a smart SharePoint add-on called WISDOM Message in conjunction with SharePoint 2007 you can create really great email message management solutions.
Content Types and Meta-Data Columns
Content Types are a key new document management feature in SharePoint 2007. A Content Type is effectively a collection of meta-data columns, which can be defined at the Site Collection level and then used in multiple document libraries. This approach allows much tighter control over the meta-data that is captured and stored for documents as they are saved to SharePoint. At the same time it reduces the maintenance effort that was associated with having meta-data columns defined separately for each Site within previous versions of SharePoint. The advantages of better meta-data are obvious when you need to filter and search for particular files in the SharePoint repository. A meta-data column such as ‘Client Name' makes it possible to search across a SharePoint environment for all documents and messages that relate to a particular Client.
Email-Enabling Your Document Libraries
SharePoint 2007 allows you to create an email address for each document library. You can then include that address in the ‘To', ‘CC' or ‘BCC' of an Outlook message, and have that message sent directly to the document library where it will be stored.
The problem with this approach is that SharePoint does not prompt for any meta-data columns that might be present in the document library. This in turn means that messages stored into SharePoint in this way will not be found if you search your SharePoint repository on the basis of a meta-data column - e.g. to find all documents related to a particular Client. A further problem is that any attachments are saved separately from the body of the message, which is saved in an .EML file whose name may not be unique.
Uploading Messages via Your Web Browser
If you browse to a SharePoint 2007 document library with Internet Explorer you can upload an email message to the library and SharePoint will prompt you for values of any meta-data columns that are present in that library. That makes for a better result when you are searching, but the key problem is that you first have to save your email message from Outlook to a file - e.g. on your Desktop or in your My Documents folder. If your message has attachments then you must remember to save the message in .MSG format (so that attachments are included with the body of the message) or save and upload those attachments separately.
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compu-smart says:
13 months ago
Interesting stuff here!! I have ever ever used Microsoft Outlook but am better armed with kniowledge about it!
thanx;)