DocuWare uses official Microsoft standards in Connect to SharePoint. The add-on module integrates
DocuWare in SharePoint as a Records Center. This Records Center is a basic feature of Microsoft SharePoint Server. It is designed as the central storage location for documents and for the standard integration of document management systems.
Interactive or rule-based storage
To enable rule-based storage, Connect to SharePoint again relies on SharePoint standards: using custom actions or custom policies you can customize the archiving to your requirements via separate, individual program elements. This allows you to specify, for example, that once SharePoint documents have been successfully archived in DocuWare they should be deleted in SharePoint (this is a standard feature from SharePoint 2010). Or you can define a period after which documents should be sent to DocuWare for long-term archiving and then automatically deleted from SharePoint.
As soon as a document — interactive or rule-based — is transferred from SharePoint to DocuWare for archiving, the documents are indexed automatically in the background. Each document is assigned to a specific type in SharePoint. This document type is always linked with a series of properties, so-called Records Repository Properties. These properties include a set of index data. At storage in DocuWare, DocuWare imports this index data and writes it to the index fields of the file cabinet. The administrator maps the SharePoint index data to the DocuWare index fields once — after which all documents are automatically indexed in DocuWare. Any DocuWare file cabinet can be selected, depending on the document type. The configuration for this is done by defining routing types.
In SharePoint you can run search queries in different sources using a search federation. Connect to SharePoint allows SharePoint users to extend their search from SharePoint into DocuWare as an integrated search source or
federated location. It uses open search to look for hits in the fulltext of DocuWare file cabinets. Users see the results directly in SharePoint and can display the documents ad hoc. The results can be returned as RSS feeds or as normal HTML pages.