KnowledgeLake Team Blog

A Scout’s Approach to ECM

Posted by Jim Hofer

As a Product Manager and in a previous life as a Software Development Manager, part of my job is to balance development efforts between features, enhancements, and fixes. One concept that I preach on a regular basis is treat the code like a Scout treats their campsite – Leave it better than you found it.

Understand that it may not be possible to get everything exactly the way you want it in the time frame allotted, but keep the end goal in mind and if you leave things in better shape than you found them, it will move you down that road.

KnowledgeLake Imaging Export

Posted by Jeff Borghoff

KnowledgeLake Imaging 4.2 and above has a feature that allow you to export a search result set for a distributable package.  The vast majority of SharePoint  implementations are internal with secure and propriety content that is not intended for public access outside the corporate domain.  There are times however when content needs to be retrieved and distributed to persons outside the walls of the organization.  Let’s use the following as an example.

Tracking Anonymous Access In SharePoint

Posted by Jim Hofer

I was in a Capture Server design meeting the other day and the discussion turned briefly to the topic of anonymous access[1] to web applications and web services.   The consensus of the conversation was that anything we install should not allow anonymous access by default, but the administrators would obviously set the permissions to whatever they wanted.

Of course if managing access control is pushed to the administrators, do the administrators have an easy way to see where anonymous access is enabled? Thankfully for SharePoint Administrators, Russ Maxwell at MSDN has written a PowerShell script that walks through you Site Collection and reports on which areas have anonymous access.

Improving SharePoint Adoption

Posted by Jim Hofer

Jonathan Collins at memeburn wrote a new blog post – 7 Top tips for getting your company rolling with Microsoft SharePoint.  In my mind, the first 3 points are key to a successful SharePoint implementation -

1. Top down support
Every SharePoint implementation requires support from the head honchoes. Their support is essential and must continue once SharePoint is live. Leaders need to walk the talk and lead by example and the organisations executive needs to use SharePoint in a very visible way.

Using SharePoint Search Scopes with KnowledgeLake Search

Posted by Russ Houberg

Background

Recently, one of our excellent KnowledgeLake customers (thanks Roland!) presented an interesting challenge. He wanted to make sure that the customer service staff at his organization was only emailing non-editable PDFs to their customers. The trick is that they needed to also run multiple item searches. Essentially what they needed was to be able to locate all documents where the file extension is PDF AND (ItemID = 1, OR ItemID=2, …, OR ItemID = N). The trick is that we can’t really force that file extension requirement when we have all those other ORs in the query. As soon as one of those ORs evaluates to TRUE, the document is returned regardless of the file type.

KnowledgeLake Capture & Barcode Rules with Regular Expressions

Posted by Jeff Borghoff

KnowledgeLake Capture has a feature rich Barcode Rules engine.  A neat feature is the ability to use Regular Expression (RegEx) to preform pattern matching.  I recently deployed a client solution that required a regular expression on Registry Formatted GUID values e.g.:

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The first step was to figure out the correct RegEx.  I did a little searching and found ^(\{{0,1}([0-9a-fA-F]){8}-([0-9a-fA-F]){4}-([0-9a-fA-F]){4}-([0-9a-fA-F]){4}-([0-9a-fA-F]){12}\}{0,1})$ but I needed to make sure this worked outside of KnowledgeLake Capture so I coded up a quick test to validate.

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I added the expression to a new Barcode Rule that interrogated the incoming scanned batch and created a New Document when the rule matched the GUID pattern.

KnowledgeLake Imaging Cascade Lookups

Posted by Jeff Borghoff

For years now, at KnowledgeLake Professional Services,  we’ve been building custom cascade lookup solutions for our clients using our SDKs for KnowledgeLake Capture and KnowledgeLake Connect.  These implementations have been successful, although with the frequency of these engagements KnowledgeLake saw the necessity to build this functionality in to our Imaging product within our KnowledgeLake Content Type Behaviors.

Cascade Lookups can be bound to any SQL Server, ODBC, OleDd, Oracle or BCS connection Data Source.  The Data Source is global to the Site Collection which makes it easy to create and customize additional KnowledgeLake Behaviors for any Content Type in the Site Collection.

Implementing IValueProvider to Interface with KnowledgeLake Unify

Posted by Chris Nance

KnowledgeLake has recently released a new product called Unify that integrates with LOB applications and is capable of retrieving and injecting values into those applications. Unify also integrates with the KnowledgeLake Imaging Viewer to allow property values to be retrieved or injected into the Silverlight index panel inside of the viewer. A nice feature of the KnowledgeLake index panel is that it is extensible, allowing a developer to write their own custom behaviors while indexing. This post will explain how to make custom index panel extensions accessible in KnowledgeLake Unify.

KnowledgeLake Capture 4.9 and Office 365

Posted by Jeff Borghoff

In this follow-up post to our KnowledgeLake product support for Office 365, I’ll walk you through the ease of setting up a Capture 4.9 Profile for Office 365, a new feature to the latest version of Capture out today.   Creating a profile is an easy process and the wizard makes it so.  Each profile is identified by a unique Profile Name.

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You’re given the opportunity to enable Image Enhancement, Barcode Detection and OCR functionality for the profile you’re creating.  These setting can be change later if desired.

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