Information Architecture – Here are some of the 3rd party file migration tools that will provide additional detection, fixing and migration capabilities

http://www.thinkscape.com/SharePoint-Online-File-Migration-Tool
http://en.share-gate.com
http://www.metalogix.com/Products/Content-Matrix.aspx
http://www.syntergy.com/products/sharepoint/more/bulkloader (now Metalogix)
http://axceler.com/products/controlpoint-sharepoint-products/sharepoint-migration/index
http://www.avepoint.com/file-system-to-sharepoint-migration-docave
http://www.sharepointmigrator.com/office365-migration.html
http://www.quest.com/migrator-for-sharepoint-online
http://www.metavistech.com/product/office-365-suite
http://www.metavistech.com/product/information-manager-power-user-edition
http://www.tzunami.com/products/td-office-365-migration
http://store.bamboosolutions.com/pc-36-1-list-bulk-import-release-15.aspx
http://www.vyapin.com/products/sharepoint-migration/dockit/sharepoint-migration-tools.htm
http://www.layer2.de/en/products/Pages/Cloud-Connector-for-SharePoint-2010-Office365.aspx
http://www.proventeq.com/migration-to-sharepoint-2013
http://www.xavor.com/it-services/sharepoint/migrator-for-sharepoint-online
http://www.messageops.com/software/office-365-tools-and-utilities/office-365-sharepoint-migrator
http://www.thefullsuite.com/
Metalogic FileShare Migration Manager for SharePoint http://www.metalogix.net
Vyapin Document Import Kit for SharePoint (DocKit) http://www.vyapin.com
DocAve File System Migrator for Microsoft SharePoint http://www.avepoint.com
Office 365 Bulk Uploader http://www.office365experts.be/en/products/office-365-bulk-uploader

2010 Updates

.. as suggested by customers and students
Great free tools from BIWUG – User Group Belgium and Luxemburg (BlogCache Manager, Social Counters, CAML Designer …)
http://www.biwug.be/

Check out this cool tools from CodePlex
http://autospinstaller.codeplex.com/
http://autospsourcebuilder.codeplex.com/

SharePoint Documentation Tool
http://www.spdockit.com/

SharePoint 2010: Most Popular Third-Party Apps By Laurie Head AIS Network Vice President

Nintex USA for workflow
Bamboo Solutions for WebParts
AvePoint for administration
NewsGator Technologies for social networking
Axceler for administration
K2 for workflow
KWizCom for WebParts
Quest Software for administration
Metalogix Software for content management
Yammer for social networking

There is a feature list compiled from IT Pro suggestions, enjoy.

Most Popular Add-ons using PinPoint
http://pinpoint.microsoft.com/en-US/applications/search?q=sharepoint&goback=%2Egde_134437_member_109872849

Active Directory
ADTidy http://www.cjwdev.co.uk/Software/ADTidy/Info.html

Auditing Governance or Security
http://www.varonis.com/products/datadvantage/sharepoint/index.html
Authentication (Okta vs. ADFS)
http://www.okta.com/problems-we-solve/identity-for-sharepoint-portals.html

Backup/Restore:
Leaders - Idera: http://www.idera.com/ Avepoint http://www.avepoint.com/
$ Microsoft Data Protection Manager, Avepoint Quest Axceler Idera ECM(Avamar)
Document / Record Management
Leader - Knowledge Lake http://www.knowledgelake.com/Pages/document-imaging-and-capture-solutions-for-microsoft-sharepoint.aspx
$ Metalogix http://www.metalogix.com/Products/Content-Manager-for-SharePoint.aspx
$ Knowledge Lake appears to be the leader in this category with a excellent set of features to add to an already impressive offering from Microsoft.

Documentation Tool http://www.spdockit.com/

Exchange Public Folder Migration
Quest http://www.quest.com/public-folder-migrator-for-sharepoint/
AvePoint http://www.avepoint.com/exchange-public-folder-to-sharepoint-migration-docave/
Documentation Toolhttp://www.spdockit.com/

Exchange Public Folder Migration
Quest http://www.quest.com/public-folder-migrator-for-sharepoint/
AvePoint http://www.avepoint.com/exchange-public-folder-to-sharepoint-migration-docave/

Legalhttp://www.handshakesoftware.com

Lotus Notes Migration
Leader - Lotus Notes Migration
https://www.quest.com/solutions/lotus-notes/

Swing Software

https://www.swingsoftware.com/solutions/lotus-notes-to-sharepoint-migration
Avepoint is also mentioned
http://www.avepoint.com/lotus-notes-to-sharepoint-migration-docave/
MMS

http://sharepointtaxonomy.com/wand-general-business-taxonomy-for-sharepoint

NLB - Network Load Balancing is owned by F5
http://www.linkedin.com/groups/What-are-main-reasons-purchase-833657.S.111827207
Large Scale Example from Dell using F5
http://en.community.dell.com/techcenter/b/techcenter/archive/2012/01/24/microsoft-sharepoint-2010-large-farm-with-compellent-storage-a-performance-study.aspx

F5 Big-IP AlternativesF5 VMWare Virtual Machine http://www.f5.com/products/technology/vmware/
Kemp http://www.kemptechnologies.com/virtual-loadmaster-eula-hyper-v-lite
Netscaler - http://www.citrix.com/products/netscaler-application-delivery-controller/overview.html
Coyote/Envoy http://www.loadbalancers.com/products

F5 SMB Alternatives
Barracuda https://www.barracuda.com/
Sonicwall http://www.sonicwall.com/us/en/
Management
SCOM
http://technet.microsoft.com/en-us/systemcenter/bb497976.aspx
Diagnostic Monitor
http://www.metalogix.com/Products/Diagnostic-Manager.aspx
Migration Content:
Good reviews on Metalogix product
http://www.metalogix.com/Products/Migration-Manager-for-SharePoint/SharePoint-Upgrade.aspx

$ AvePoint Metalogix XavorCashal Quest Idera and DaVinci Migrator are all have good tools for migrating content into SharePoint from other applications.
Many also have products to assist 2007 to 2013
Simple desktop software for SharePoint migration & classification http://en.share-gate.com/

Migrating content across SharePoint environments SP Content Deployment wizard @ Codeplex : http://spdeploymentwizard.codeplex.com/ or SharePoint out of the box content publishing jobs should do the job. Migration Framework @ Codeplex (http://spmigration.codeplex.com/) but its more from a development perspective.

Monitoring
Leader - Fiddler - http://www.fiddler2.com/fiddler2/
Web Debugging Proxy which logs all HTTP(S) traffic http://www.fiddlertool.com/
Microsoft's take on Fiddler http://blogs.msdn.com/b/fiddler/
$ Worldwide monitoring tool http://www.alertsite.com/

Oracle
http://msdn.microsoft.com/en-us/library/ff464424(office.14).aspx (write your own)
https://lightningtools.com/products/bcs-meta-man-windows/

RBS
Avepoint http://www.avepoint.com/sharepoint-storage-extender-docave/
Metalogix http://www.metalogix.com/Products/StoragePoint.aspx

Search
Version Search
StoicTech http://www.stoictech.com/Products/VersionSearch.aspx

FAST Search
BA Insights (former FAST employees) http://www.bainsight.com/Pages/home.aspx
Vizit http://www.vizit.com/

Security
Titus: http://www.titus.com/software/sharepoint/
MetaVis Informant: http://www.metavistech.com/product/informant-sharepoint
Social
Yammer https://www.yammer.com/
NewGator http://www.newsgator.com/

TaxonomyWand http://www.wandinc.com/wand-general-business-taxonomy.aspx (free)
Workflow
K2 http://www.k2.com/en/sharepoint2010.aspx
Nintex - http://www.nintex.com/en-US/Pages/default.aspx
Sharepoint Designer and Visual Studio

Popular Vendor URL's:
Avepoint http://www.avepoint.com/
Axceler http://www.axceler.com/
Alertsite http://www.alertsite.com/
Cashal http://www.casahl.com/
Codeplex http://www.codeplex.com/
Fiddler http://www.fiddler2.com/fiddler2/
Fiddler on MSDN http://blogs.msdn.com/b/fiddler/
Idera http://www.idera.com/
Knowledge Lake http://www.knowledgelake.com/
Quest http://www.quest.com/
Microsoft DPM http://www.microsoft.com/systemcenter/en/us/data-protection-manager/dpm-protect-sharepoint.aspx
Xaxor http://www.xavor.com/index.php/what-we-do/solutions/xavor-sharepoint-2010-migrator/
SharePoint Vendor List
http://sharepointsearch.com/pages/vendors.aspx
List from Top SharePoint Sites
http://www.topsharepoint.com/content-migration-tools-for-sharepoint
Awardshttp://andydalesharepoint.blogspot.com/2010/03/sharepoint-awards-time.html
and finally free!
http://www.sharepointreviews.com/component/jreviews/tag/tags/Freeware
Check out this cool free tools from CodePlex
http://autospinstaller.codeplex.com/
http://autospsourcebuilder.codeplex.com/ Doc Migration Tools on Codeplex
http://spbulkdocumentimport.codeplex.com/
http://spfilemigrating.codeplex.com/
http://gspmigrator.codeplex.com/
List of Lists
Exams
http://sharepoint-community.net/profiles/blogs/win-120-to-upgrade-your-pc-from-sharepoint-community
SharePoint Admin Tools
http://sharepoint-community.net/page/sharepoint-admin-tools
Migration Tools
http://sharepoint-community.net/page/sp-migration-tools

Hope the information helps

Thursday, March 24, 2016

SharePoint Record Management

SharePoint 2013

Good Info
http://blog.rimtechconsulting.com/
http://www.rimtech.ca/reports.html

Discussion

https://social.technet.microsoft.com/Forums/windows/en-US/ad44a450-6981-4591-ad9c-0639406271f7/sharepoint-2013-as-a-records-management-tool?forum=sharepointgeneral

Vendor

https://www.gimmal.com/governance-records-management/

Records Management 2013 (Chart 2007 vs 2010 vs 2013)

http://blogs.technet.com/b/quentin/archive/2014/06/09/records-management-overview-_2800_part-1_2900_.aspx

ECM 2013 (Chart 2007 vs 2010 vs 2013)

http://blogs.technet.com/b/quentin/archive/2014/06/06/enterprise-content-management-overview.aspx

More on Record Management

DOD Standard 5012
http://www.archives.gov/records-mgmt/initiatives/dod-standard-5015-2.html

What’s new in 2013
http://technet.microsoft.com/en-us/sharepoint/fp142374.aspx

SharePoint 2010

Good Article
http://www.khamis.net/blog/Lists/Posts/Post.aspx?ID=32

SharePoint Record Management
http://technet.microsoft.com/en-us/library/ff363731

Declare any list or library item as a record
http://office.microsoft.com/en-us/sharepoint-server-help/declare-any-list-or-library-item-as-a-record-HA101729116.aspx?CTT=3

Configuring in place records management
http://office.microsoft.com/en-us/sharepoint-server-help/configuring-in-place-records-management-HA101729118.aspx

Designing for in-place records management (SharePoint Server 2010)
http://technet.microsoft.com/en-us/library/ff363732.aspx

Using a records archive versus managing records in place (SharePoint Server 2010)
http://technet.microsoft.com/en-us/library/ee424394.aspx

Friday, June 26, 2015

Document Routing in SharePoint – Content Organizer

2010

SharePoint 2010 Content Organizer
Part 1 – A Cool New Feature for Managing Your Content
https://samlman.wordpress.com/2015/02/28/sharepoint-2010-content-organizer-part-1-a-cool-new-feature-for-managing-your-content/
Part 2 - SharePoint 2010 Content Organizer – The Rules Engine
https://samlman.wordpress.com/2015/02/28/sharepoint-2010-content-organizer-part-2-the-rules-engine/
Part 3 - SharePoint 2010 Content Organizer – The Drop Off Library
https://samlman.wordpress.com/2015/02/28/sharepoint-2010-content-organizer-part-3-the-drop-off-library/

UPDATES

Documents can be redirected to document sets but there is a trick.
Copy and paste the Document Set URL since document sets do not appear when you browse during rule creation. Thank you Michal

http://www.sharepointanalysthq.com/2010/09/using-the-content-organizer-to-route-to-a-document-set/

NOTE that the information below is a REPOST

The Content Organizer has the following limitations that you should beware of:

Content Organizer feature is only available in SharePoint 2010 Server and is not part of the SharePoint Foundation 2010.
Content Organizer will only work on content types that are of, or derive from the Document content type, so make sure that you inherit from this content type when creating a custom document library.
You cannot route documents to a Document Set. This one should be on the wish list for the next release!
The routing action is performed using the App Pool account of your Web applications.
You cannot route the document outside of a Web app, farm, or SharePoint at all. All of this could be done with workflow rules instead. In fact, there are a lot of things that should be done with workflow instead of Content Organizer, which is designed to handle document uploads.
There are a whole bunch of events that effect a document library; you should beware the order of executions that could affect the handling of these documents:
- Any workflow that is attached to a document library will be run first
- Next to be executed is Event Receiver, although the actual priority can be set programmatically by the developers
- Last is the Content Organizer.

REPOST

Here is the list of shortcomings:

Supported Content Types must be or inherit from Document, Page, Document Set, Rich Media Asset or Common Indicator Columns. Lists are not supported.
When a document is routed to the final location, if the target library has SharePoint Designer workflows to be started on item creation, they won't be triggered. The Application Pool account is used by the Content Organizer to do the routing and this account does not trigger workflows, by design.
The OOTB Rules only allow 6 conditions.
It doesn't check for the user permissions on the target library. The documents are routed using the System Account (privileged account) which means there isn't a security boundary around what goes where. On the other hand, the Create/Modified fields are not changed, making the actions easily traceable. This is particularly important to have in mind when choosing the overwriting model (see 2. below).
Adding Rule Managers is bugged: it doesn't allow groups.
Different behaviors when checking in a document either using the browser or a client application (i.e. Microsoft Word): when using the browser, the document gets routed immediately, while when using Microsoft Word it is not routed immediately - it will only be routed by the nightly Timer Job. There are other situations where the routing may not be immediate. You could change the nightly Timer Job schedule, but this can have side-effects. For instance, notification mails are sent by this Job, so a large volume of e-mails (rather than 1 a day) may be sent by the Content Organizer, which is not pleasant.
If you are using Lookup fields and OOTB rules, the fields can't have more that 20 values, otherwise the value in the condition doesn't get saved in the rule. The reason for this is that the edit field control for lookup fields changes depending if we have more or less than 20 options and the Content Organizer Rule List doesn't handle it correctly.
[Defect] If you use the Send To functionality to send documents back to the Drop Off Library to be re-routed, they can be deleted permanently. This will happen in the case where the document will be routed to the same location. The root issue is that the move operation in Send To is not atomic: it is a copy to the destination followed by a delete in the origin. This means it is not thread safe. If versioning is used for duplicate submissions, we have a problem. If while these 2 operations are being performed, the Content Organizer job actually does the routing in the meantime, the final result is: copy to Drop Off Library [Send To], routed to original library as a new version [Content Organizer], deleted from the original library - both versions! [Send To]. This defect may not always happen, but it is something to have in mind, it did happen to me! I've had similar behaviours in the past, on another setup, where Publishing a page directly (which corresponds to calling 2 actions in sequence: Submit for Approval + Approve) had conflicts with a workflow running in the background for auto-approving submissions if certain conditions were valid. Basically, the workflow would be processed after the submit action of the Publish and before the Approve, causing the page to get locked. In the case of the Content Organizer, the consequences are far more dangerous.
[Defect] If you have try to develop customizations on top of the Drop Off Library, such as an Event Receiver or Workflow, that creates a new version of the document (an example would be automatic tagging), and check it in as System Account (to identify it as a system change), the Content Organizer Event Receivers can create a new version with modified permissions (System Account + Rule Managers) and the Modified By field will actually be set to the first Content Organizer Rule Manager in the list (!!). I have not experienced this in every Content Organizer setup, so I am guessing this may be dependent on a specific set of configurations or SharePoint version to happen.
There is a feature called "E-mail Integration with Content Organizer", but according to some people's investigation (and Microsoft feedback) this is only a legacy for Exchange 2007 and should not be used for this purpose in SPS2010 (see here).

Some other important points to notice:

One of the options provided is to force the usage of the Drop Off Library. This enforcing will only happen on libraries that are the target of a rule. Also, if users use the Windows Explorer to upload the files, this enforcing will not happen.
Be very aware of the overwriting documents option. If you do not have versioning enabled in the destination library, if you upload a document with the same name, it can permanently overwrite the existing document. In a large system, with versioning enabled, it is also unsettling for the users to have the Content Organizer routing document from the Drop Off Library to a Destination Library as a new version. If it was just an accidental duplicate naming, users will certainly be confused and can even lost track of the previous document.
Unique permissions when a document does not match any rule: only the Creator and the Rule Managers will have permissions to see the document. I believe this is a good thing, but consider this behaviour if you have the idea of implementing any workflow (or similar) on the Drop Off Library.
Content Types must be defined on the Site Collection / Site level, otherwise they can't be used on the configuration. This actually makes some sense, you shouldn't be defining your Content Types on library / list level anyway.

SharePoint 2010 Content Organizer Part 1 - A Cool New Feature for Managing Your Content [TechNet]

Metadata-based routing and storage overview (SharePoint Server 2010) [TechNet]

http://sharepointlessons.blogspot.com/2010/03/content-organizer-document-routing.html

http://www.get-sp.com/2014/05/problems-with-content-organizer-10.html

Wednesday, January 16, 2013

Document Sets

Document Sets allow you to bundle multiple documents together and aid the process during onboarding or any other process that requires a number of documents.

First you need to turn on Document Sets at the Site Collection Level

Next need to create the content types for each of the bundled documents

Finally create a document set content type
Note that the document set content type info below

Change the Document Set Settings and add your bundled document content types

Change your content type to reflect the single document set content type

If you change your content type you will be prompted to update.

Note within the Document set you can access the individual content types

Hope this helps and have fun with SharePoint

Thursday, January 12, 2012

Scanning Tools

There are free as well as 3rd party tools for scanning documents into SharePoint.

Free:
http://embdocumentinhalator.codeplex.com/

Commercial:
http://www.kofax.com/solutions/microsoft.asp

Other Tools:
http://websio.com/product.aspx?ID=103

Reference - from sharepoint group on linkedin
http://www.linkedin.com/groups?viewMemberFeed=&gid=1926983&memberID=6892982

Friday, September 23, 2011

Advanced Document Management

Versioning, content approval, and check-out planning (SharePoint Server 2010)

http://technet.microsoft.com/en-us/library/cc262378.aspx

Co-authoring overview (SharePoint Server 2010)
http://technet.microsoft.com/en-us/library/ff718249.aspx

Friday, September 9, 2011

Document Management Tips

More from the Web

Bulk Import
http://www.sharepointdiary.com/2012/07/upload-file-to-sharepoint-library-using.html

Converting Word Documents to PDF Using SP10 and Word Automation Services: http://msdn.microsoft.com/en-us/library/ff181518.aspx

Great article on how to remove "Use My Local Drafts Folder"
http://blogs.msdn.com/b/uksharepoint/archive/2011/04/06/how-to-remove-quot-use-my-local-drafts-folder-quot-checkbox.aspx

FCI - File Classification Infrastructure and SharePoint
http://blogs.technet.com/b/filecab/archive/2009/12/14/automatically-upload-files-from-file-server-to-sharepoint-using-the-file-classification-infrastructure-fci.aspx

http://sharepointmetadataandclassification.typepad.com/blog/windows-server-fci/

http://sparchitect.wordpress.com/2010/07/27/windows-file-classification-infrastructure-integration-with-sharepoint/

http://sparchitect.wordpress.com/2010/07/27/windows-file-classification-infrastructure-integration-with-sharepoint/

The FCI SharePoint Uploader
http://gallery.technet.microsoft.com/sharepoint/f538c34c-4f74-4645-9649-fd25e49805d6

Great Step by Step Video http://vimeo.com/9940196

Tuesday, March 19, 2019

2019 Tools

News Updates

Office 365 Tools

2016 Tools

Active Directory Sync

AntiVirus

Backup

BCS

Best File / Content Migration Tool SharePoint or O365

BI

Document Management

Excel – SharePoint Excel Import

Farm Management

Governance

Migration

Networking

NLB - Network Load Balancing

People Picker

Taxonomy

Video

Web Analytics

Web Parts

Workflow

2013 Updates

2013 Tools

Backup

Charting and Dashboards

Document Management

Forms

Governance

NLB - Network Load Balancing is owned by F5

F5 Big-IP Alternatives

F5 SMB Alternatives

F5 Linux Alternative

Records Management

PDF Conversion

Performance

Record Management