Ontolica Solution Use Case
Migrate file shares into SharePoint
Bi-directional synchronization of file shares and SharePoint
In some cases there are good reasons to have a portion of your documents on file shares and in SharePoint as well. Synchronization is key for supporting intelligent delta loading of documents by only synchronizing changes made since last load.
Pre-processing before import to SharePoint
One of the challenges of migrating file shares to SharePoint is that parts of the metadata is often embedded in the file and folder names as well in the folder hierarchy. As documents are copied into SharePoint these names and folder hierarchy needs to be added as metadata during the integration process.
One-by-one document processing
Sometimes more advanced processing or transformation is required while migrating documents into SharePoint. For example, you might want to add watermarks or convert documents to PDF during import. In some cases, it is even a requirement to do conditional transformation based on specific metadata, document type, or source folder.
Adding metadata from external sources
Some metadata related to documents can reside in external databases or even in a separate Excel sheet. When that is the case, the documents and corresponding metadata needs to get matched and paired during the import process. As metadata is updated in the relevant columns in SharePoint, the system field “modified” and “created” dates need to be preserved to reflect the documents original creation and modification dates.