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Kraft & Kennedy, Inc. provides technology and strategic consulting services to law firms, corporate legal departments and financial services firms. We can help you analyze, plan, implement and manage business and technology solutions to optimize your organization's functionality and processes.
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Join Kraft Kennedy’s Rich Westle for an ILTA webinar entitled “Leveraging SharePoint 2010 and Microsoft Office to Expedite Proposal Development”.
When:Friday, February 10, 2012
Time:12:00 – 1:00 Eastern
Register: Click Here to Register
ANSOR Legal Marketing and Experience Suite helps law firms of all sizes maximize their Microsoft investment while accelerating the proposal development process. ANSOR Proposal Generation Center built on the power of Microsoft Office and SharePoint delivers a robust set of Legal Marketing Components that allow your firm to develop, manage, and deploy approved marketing content. The webinar will focus on how firms can quickly generate unique, high quality proposals and marketing content as well as delivering new capabilities in collaboration, workflow, and access to experience content.
Presenter:
Rich Westle. a management consultant with Kraft Kennedy, leads solution development and product strategy for ANSOR Software, and has been involved in leading teams to deliver SharePoint based solutions to the legal market since 2004. Rich has been a featured speaker in the area of developing law firm experience management systems, most recently at the LexisNexis Redwood Analytics conference and Gensler Legal Market Summit.
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There’s lots of information online about setting up extranets in SharePoint 2010, but there’s not so much information on how to actually manage your forms based user accounts once the extranet is provisioned. Most documentation tells you to manage user accounts in IIS or with a membership seeder tool, both of which require admins to manage everything and have bare-bones interfaces. Luckily, the SharePoint FBA open-source pack, which was fabulous for SharePoint 2007 extranets, has finally been ported to 2010. This tool gives you a web page in central admin where admins can manage all of their user accounts and reset passwords, as well as web parts for users to manage their account themselves–such as password changes and password requests.
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SharePoint 2010 comes with many new social features that can help lawyers keep track of what others in the firm are doing, and can help with finding the right people with the right skills. These features can be leveraged even if SharePoint is not your document management system.
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When preparing for disasters, one thing to consider is what would happen if your SMTP servers went down, and applications that needed to send critical emails were unable to. We recently had a situation where some custom applications needed to continue to send mail, even though internal SMTP servers would be down. As long as you have access to the code for your applications and a Gmail account, it’s possible to use Google’s service to send mail from your applications. All you need to do is reference the Google SMTP server and the appropriate port, and make an SSL connection. It’s possible that other online mail providers would work as well, but we haven’t tested others.
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SharePoint 2007 lists use aspx forms for new item, edit item, and view item forms. These forms can be modified to customize the look and feel of the forms, and add additional functionality. For example, you could add client side javascript to do additional validation or to show and hide sections based on where a user clicks. You could also add javascript events to list items, such as onchange and onclick events.
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The Citrix Web Interface allows you to publish desktop applications as links on a web page. If only one link is published, such as a “Windows 7 Desktop” link, then users will have to come into the web interface and manually click on the link to launch it. It’s easy however, to update the code on the home page so that the published desktop automatically launches when the user opens the web interface. This shortcut saves users a click and some time, and makes the process more streamlined, especially if there is only one published application.
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The Problem – Hidden Outlook Reminders
In Outlook 2003, 2007, and 2010, reminder windows pop up in Outlook, but they do not steal the focus if you are working in another program. For example, if you currently working in Word or Internet Explorer, you won’t see a reminder window if one pops up, since you’re not in Outlook.
In previous versions of Windows, this wasn’t as big of a deal because you would still see the reminder window in the task bar. So even though you didn’t see the actual window, you would see the tab for it flashing on the taskbar.
In Windows 7 however, the default grouping of same-application windows, makes is much harder to see when a reminder window pops up. For example, the image below shows a second Outlook window, which is actually a reminder window.
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In SharePoint 2007, menus in some master pages opened behind page content and Flash animations. However, there was an easy fix which was to just locate the css style for the dynamic menus, and change the “z-index” property to a high number. This same fix does not work in 2010 however, and to make matters worse, the menus on the default master page in 2010 always open behind Flash videos. (The built-in Silverlight web part in 2010 does not have this problem, but I suspect there are still many people who will have home pages with Flash content.)
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A common situation in organizations is to make calendars public, so that employees can see other employee’s availability, and collaborate better. Users may also delegate rights to other users to view their messages, tasks, and contacts. In these situations, people may rely on marking sensitive items private to hide them from other users. In Outlook or OWA, other users will see a placeholder for the private items, but won’t be able to view any of the details. However, you should keep in mind that this privacy is only a feature of the client application–Outlook or OWA–and is not inherent to Exchange. Exchange itself does not support any kind of item-level security or privacy, and only has a field called “sensitivity” which is used by Outlook and OWA. The client applications look at that field to determine whether to display the item.
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Most of the information in an employee’s MySite profile comes from the Active Directory profile import, which is set up in the SharePoint Shared Service Provider. However, this can be tricky with employee photos since links to photos are not normally stored in Active Directory. An easy way around this if you don’t want to store the links in Active Directory, is to simply create a picture library in SharePoint and upload all of the employee photos to the picture library with a standard name, such as username.jpg. Then you can write a script to update each MySite profile and associate the photo with the person.
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