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Capture Components, LLC Document                                                                 Page 1 of 6



                                                                            32158 Camino Capistrano
                                                                            Suite A PMB 373
                                                                            San Juan Capistrano, CA 92675
                                                                            Sales@CaptureComponents.com
                                                                            www.CaptureComponents.com



Scan to SharePoint® on CloudShare® with ccScan
      Pre-Production testing with ccScan and Cloud-based SharePoint Servers
      from CloudShare

        Overview
                  This document shows how ccScan, a production-quality document scanning application,
                  can be used in a pre-production environment consisting of preconfigured, cloud-based
                  SharePoint servers from CloudShare.
                  This setup allows for the development and testing of document management applications
                  for SharePoint with scanning and bulk import functionality provided by ccScan. First, let’s
                  introduce the applications and systems discussed in this document.


                  What is SharePoint?
                  Microsoft SharePoint is a highly popular business collaboration platform for the
                  enterprise. Typically it is the single point for all information aggregation, search and
                  collaboration in an organization. Many companies used SharePoint to manage content
                  such as documents, information and records. SharePoint provides the tools to manage all
                  of an organization's documents including controlling who can read and update them,
                  categorize them for easier search and retrieval, and mark them as official records and lock
                  them down from further change. Since there is more to SharePoint than this short
                  introduction can cover please visit the SharePoint website at
                  http://sharepoint.microsoft.com.


                  What is CloudShare?
                  CLOUDSHARE® is a global cloud-computing company that delivers innovative cloud-
                  based IT pre-production solutions for developers, businesses and service providers.
                  CloudShare understands pre-production environments are different from production
                  environments. In pre-production, everything is dynamic and is constantly changing as the
                  development cycle progresses. The ability to setup and make changes quickly and easily is
                  part of what separates CloudShare from traditional on premise development and testing
                  environments. CloudShare’s patented technology makes it easy to create, change and
                  share complex environments in the cloud.




Copyright © 2011-2012 by Capture Components, LLC. All rights reserved. Capture Components, LLC encourages the
                              reader to freely share and distribute this document.
Capture Components, LLC Document                                                                 Page 2 of 6



                  With CloudShare ProPlus, fully configured, multi-server SharePoint environments can be
                  spun up in minutes instead of days. In addition, these environments can be shared with
                  anyone, anywhere, with nothing required but a web-browser via computer, tablet or mobile
                  device. CloudShare ProPlus environments include all the resources that a SharePoint
                  developer may require to do his job in the most timely and productive way. For more
                  information please visit the CloudShare website at http://www.cloudshare.com.


                  What is ccScan?
                  ccScan is designed to complement the comprehensive content management capabilities of
                  SharePoint by capturing documents directly to SharePoint document libraries. Although
                  SharePoint customers can easily upload their documents if they are already in digital
                  format, paper documents must be scanned first and then manually uploaded. ccScan
                  eliminates the time typically wasted with such a multi-step, manual operation that consists
                  of scanning a document locally to the PC, naming this document, creating a folder in
                  SharePoint, uploading the document to SharePoint, and finally entering values in the input
                  fields or “columns” attached to the document library.
                  Instead ccScan does all of the above in a single-step operation that is fully automated.
                  Naming of documents and folders can be manual or automated by using barcodes or
                  running counters. All input fields defined for a document library can be entered to index
                  the captured documents. In addition to scanning paper documents, ccScan has bulk import
                  capabilities for already digitized documents that allow entire folders to be uploaded to
                  SharePoint in a single step using wild card file specifications and recursion.
                  For a detailed look at ccScan, download a free trial version from
                  http://capturecomponents.com/products/ccScanForSharePoint.html or read the ‘Scan to
                  SharePoint’ white paper found at the same address.




Copyright © 2011-2012 by Capture Components, LLC. All rights reserved. Capture Components, LLC encourages the
                              reader to freely share and distribute this document.
Capture Components, LLC Document                                                                 Page 3 of 6




        Create Pre-Production Testing Environment
                  CloudShare makes it very easy to create and run pre-configured SharePoint servers in the
                  cloud. Simply login to your CloudShare account and add SharePoint servers to your
                  account.




                                  Figure 1 - CloudShare SharePoint Server


                  The screenshot above shows a CloudShare running virtual machine with SharePoint Server
                  2010. In effect this provides a sandboxed environment for development and testing
                  purposes. Note the Web Access link in the Machine Details section.



Copyright © 2011-2012 by Capture Components, LLC. All rights reserved. Capture Components, LLC encourages the
                              reader to freely share and distribute this document.
Capture Components, LLC Document                                                                 Page 4 of 6




        Customize ccScan SharePoint Jobs
                  When ccScan for SharePoint is installed a set of default scanning and import jobs are
                  provided which the user can customize. The user can also create new jobs. To customize an
                  existing job, enter Setup Mode. During installation a “Startup Wizard” is run which asks
                  for the URL to the SharePoint site so it can provision the set of default jobs. This URL also
                  needs to be entered in the Host URL field when creating a new job. Enter the CloudShare
                  URL specified in the Web Access link in the Machine Details section on the Environments
                  page on the CloudShare web site (see Figure 1 - CloudShare SharePoint Server).




                                        Figure 2 - ccScan Job Setup


                  As soon as the URL has been entered ccScan will bring up the Forms (Internet) login
                  dialog. Enter the Username and Password specified in the Credentials section on the
                  Environments page on the CloudShare web site (see Figure 1 - CloudShare SharePoint




Copyright © 2011-2012 by Capture Components, LLC. All rights reserved. Capture Components, LLC encourages the
                              reader to freely share and distribute this document.
Capture Components, LLC Document                                                                   Page 5 of 6



                  Server). Alternatively enter the credentials of any user created for the SharePoint site. Save
                  the job and close Setup mode.
                  You are now ready to start scanning or importing documents with ccScan. ccScan is using
                  the web services capability of SharePoint to create folders, request the list of custom fields
                  configured for a Document Library, and upload documents to the SharePoint server
                  running on a virtual machine in a CloudShare data center.




                                    Figure 3 - Run a ccScan Scanning Job




Copyright © 2011-2012 by Capture Components, LLC. All rights reserved. Capture Components, LLC encourages the
                              reader to freely share and distribute this document.
Capture Components, LLC Document                                                                     Page 6 of 6




        Deploy Tested Solution
                  Once the SharePoint-based document management solution has been thoroughly tested it is
                  ready to be deployed in a production environment. Typically this step involves the
                  migration of the solution from the temporary SharePoint servers in the sandbox to
                  production SharePoint servers.
                  The ccScan jobs created for the document scanning portion of the solution require little
                  work in this step: simply change the links in the Host URL fields in the jobs to point to the
                  SharePoint sites of the production environment.


        Afterword
                  We at Capture Components LLC hope that this document is of benefit to you. If it is and you are
                  able to conveniently and efficiently capture and import your documents to Cloud-based SharePoint
                  servers on CloudShare, then we have achieved a measure of success. If you choose to use ccScan as
                  your document capture application, we will do our best to provide you with the highest quality
                  product and support.


                  Visit us at http://www.capturecomponents.com




Copyright © 2011-2012 by Capture Components, LLC. All rights reserved. Capture Components, LLC encourages the
                              reader to freely share and distribute this document.

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Scan, Import, and Automatically File documents to SharePoint on CloudShare with ccScan

  • 1. Capture Components, LLC Document Page 1 of 6 32158 Camino Capistrano Suite A PMB 373 San Juan Capistrano, CA 92675 Sales@CaptureComponents.com www.CaptureComponents.com Scan to SharePoint® on CloudShare® with ccScan Pre-Production testing with ccScan and Cloud-based SharePoint Servers from CloudShare Overview This document shows how ccScan, a production-quality document scanning application, can be used in a pre-production environment consisting of preconfigured, cloud-based SharePoint servers from CloudShare. This setup allows for the development and testing of document management applications for SharePoint with scanning and bulk import functionality provided by ccScan. First, let’s introduce the applications and systems discussed in this document. What is SharePoint? Microsoft SharePoint is a highly popular business collaboration platform for the enterprise. Typically it is the single point for all information aggregation, search and collaboration in an organization. Many companies used SharePoint to manage content such as documents, information and records. SharePoint provides the tools to manage all of an organization's documents including controlling who can read and update them, categorize them for easier search and retrieval, and mark them as official records and lock them down from further change. Since there is more to SharePoint than this short introduction can cover please visit the SharePoint website at http://sharepoint.microsoft.com. What is CloudShare? CLOUDSHARE® is a global cloud-computing company that delivers innovative cloud- based IT pre-production solutions for developers, businesses and service providers. CloudShare understands pre-production environments are different from production environments. In pre-production, everything is dynamic and is constantly changing as the development cycle progresses. The ability to setup and make changes quickly and easily is part of what separates CloudShare from traditional on premise development and testing environments. CloudShare’s patented technology makes it easy to create, change and share complex environments in the cloud. Copyright © 2011-2012 by Capture Components, LLC. All rights reserved. Capture Components, LLC encourages the reader to freely share and distribute this document.
  • 2. Capture Components, LLC Document Page 2 of 6 With CloudShare ProPlus, fully configured, multi-server SharePoint environments can be spun up in minutes instead of days. In addition, these environments can be shared with anyone, anywhere, with nothing required but a web-browser via computer, tablet or mobile device. CloudShare ProPlus environments include all the resources that a SharePoint developer may require to do his job in the most timely and productive way. For more information please visit the CloudShare website at http://www.cloudshare.com. What is ccScan? ccScan is designed to complement the comprehensive content management capabilities of SharePoint by capturing documents directly to SharePoint document libraries. Although SharePoint customers can easily upload their documents if they are already in digital format, paper documents must be scanned first and then manually uploaded. ccScan eliminates the time typically wasted with such a multi-step, manual operation that consists of scanning a document locally to the PC, naming this document, creating a folder in SharePoint, uploading the document to SharePoint, and finally entering values in the input fields or “columns” attached to the document library. Instead ccScan does all of the above in a single-step operation that is fully automated. Naming of documents and folders can be manual or automated by using barcodes or running counters. All input fields defined for a document library can be entered to index the captured documents. In addition to scanning paper documents, ccScan has bulk import capabilities for already digitized documents that allow entire folders to be uploaded to SharePoint in a single step using wild card file specifications and recursion. For a detailed look at ccScan, download a free trial version from http://capturecomponents.com/products/ccScanForSharePoint.html or read the ‘Scan to SharePoint’ white paper found at the same address. Copyright © 2011-2012 by Capture Components, LLC. All rights reserved. Capture Components, LLC encourages the reader to freely share and distribute this document.
  • 3. Capture Components, LLC Document Page 3 of 6 Create Pre-Production Testing Environment CloudShare makes it very easy to create and run pre-configured SharePoint servers in the cloud. Simply login to your CloudShare account and add SharePoint servers to your account. Figure 1 - CloudShare SharePoint Server The screenshot above shows a CloudShare running virtual machine with SharePoint Server 2010. In effect this provides a sandboxed environment for development and testing purposes. Note the Web Access link in the Machine Details section. Copyright © 2011-2012 by Capture Components, LLC. All rights reserved. Capture Components, LLC encourages the reader to freely share and distribute this document.
  • 4. Capture Components, LLC Document Page 4 of 6 Customize ccScan SharePoint Jobs When ccScan for SharePoint is installed a set of default scanning and import jobs are provided which the user can customize. The user can also create new jobs. To customize an existing job, enter Setup Mode. During installation a “Startup Wizard” is run which asks for the URL to the SharePoint site so it can provision the set of default jobs. This URL also needs to be entered in the Host URL field when creating a new job. Enter the CloudShare URL specified in the Web Access link in the Machine Details section on the Environments page on the CloudShare web site (see Figure 1 - CloudShare SharePoint Server). Figure 2 - ccScan Job Setup As soon as the URL has been entered ccScan will bring up the Forms (Internet) login dialog. Enter the Username and Password specified in the Credentials section on the Environments page on the CloudShare web site (see Figure 1 - CloudShare SharePoint Copyright © 2011-2012 by Capture Components, LLC. All rights reserved. Capture Components, LLC encourages the reader to freely share and distribute this document.
  • 5. Capture Components, LLC Document Page 5 of 6 Server). Alternatively enter the credentials of any user created for the SharePoint site. Save the job and close Setup mode. You are now ready to start scanning or importing documents with ccScan. ccScan is using the web services capability of SharePoint to create folders, request the list of custom fields configured for a Document Library, and upload documents to the SharePoint server running on a virtual machine in a CloudShare data center. Figure 3 - Run a ccScan Scanning Job Copyright © 2011-2012 by Capture Components, LLC. All rights reserved. Capture Components, LLC encourages the reader to freely share and distribute this document.
  • 6. Capture Components, LLC Document Page 6 of 6 Deploy Tested Solution Once the SharePoint-based document management solution has been thoroughly tested it is ready to be deployed in a production environment. Typically this step involves the migration of the solution from the temporary SharePoint servers in the sandbox to production SharePoint servers. The ccScan jobs created for the document scanning portion of the solution require little work in this step: simply change the links in the Host URL fields in the jobs to point to the SharePoint sites of the production environment. Afterword We at Capture Components LLC hope that this document is of benefit to you. If it is and you are able to conveniently and efficiently capture and import your documents to Cloud-based SharePoint servers on CloudShare, then we have achieved a measure of success. If you choose to use ccScan as your document capture application, we will do our best to provide you with the highest quality product and support. Visit us at http://www.capturecomponents.com Copyright © 2011-2012 by Capture Components, LLC. All rights reserved. Capture Components, LLC encourages the reader to freely share and distribute this document.