Mainsoft SharePoint Integrator allows you to share a document from your computer, or from a Lotus Notes application, on SharePoint. To do this, use the Upload button in the toolbar, or drag a document to the SharePoint Documents sidebar panel.

The document upload progress can be monitored in the progress bar, which appears at the bottom of the SharePoint Documents sidebar panel, when an upload is in progress. From here you can see the name of the current document being uploaded. You can also stop the current upload process by clicking the red square to the right in the progress bar.

Selecting a content type

When uploading a new document to a document library with multiple content types, the default type for the library is used. Alternatively, you can configure Mainsoft SharePoint Integrator to prompt you to select a document content type.

Setting document properties

In the following cases uploaded documents are checked out (and not visible to other users) and the properties window opens:

• If a document library is configured with required properties that do not have a default value.




- or -

• If column validation is defined and the validation fails.

After filling in the required properties and/or validating the values, you can check in the document. More information on this topic is available in the help topic Viewing and editing document properties.

Note: The Microsoft Office 2007 file formats (.docx, .xlsx and .pptx) include metadata. When uploading an Office 2007 document, the file's metadata is stored as SharePoint properties, if the library has properties with the same names.

Replacing existing documents

When uploading a document that already exists in the SharePoint document library, you are asked if you want to replace the existing document. When uploading to a document library with versioning support, the uploaded document is added as a new version to the existing document. If you confirm, the contents of the new document are updated, while document metadata and history are preserved. If you decline, the upload operation is cancelled.

Note: Metadata in files for any of the Office 2007 formats (.docx, .xlsx and .pptx) overwrite existing SharePoint properties.

Availability of uploaded documents

When you upload documents to SharePoint document libraries that require checking out documents before editing, the uploaded documents are automatically checked out. These documents are not visible to other SharePoint users until checked in. When you upload documents using Harmonie, a prompt asks you to check in the documents to make them available to other users.

If you click Yes, all uploaded documents are checked in and immediately available to other SharePoint users. Clicking No leaves the documents checked out and hidden from other users. By selecting the Remember my choice check box, you will not be prompted to check in documents on upload. Instead, your answer (Yes or No) will be applied to future uploads, with documents always checked in automatically, or always left checked out.

Notes:

• This setting is global for all SharePoint sites.
• This setting also applies to scenarios where documents would be left checked out after editing document metadata.

You can configure if you want Mainsoft SharePoint Integrator to ask you to check in documents. Open Files > Preferences..., select the SharePoint tab, then click Settings.... The three radio buttons under Ask me to check in documents, making them available to others? lets you set the preferred behavior. If you previously checked Remember my choice in a check in prompt, and want to revert to the default behavior, select Yes.

Note: This setting can be provisioned to end users by the Domino administrator. For more information, see the Administration Guide.

Availability of uploaded documents requiring properties

When you upload a document to a library with required properties, or when column validation is defined and the validation fails, you are not prompted to check it in. Instead, the Properties window opens automatically and the first empty required field is highlighted. When you leave the Properties window after filling in the relevant properties, you are asked if you want to check in the document to make it available to other users.

When you upload multiple documents to libraries with required properties, and leave the library without filling in the required metadata, or when column validation is defined and the validation fails, you are warned about leaving the uploaded documents checked out and not available to other users. By selecting the Do not warn me again check box, you will not be warned on future uploads about leaving documents with missing required properties or failed column validation.

You can configure if you want Mainsoft SharePoint Integrator to warn you when you do not fill in required properties. Open Files > Preferences..., select the SharePoint tab, then click Settings.... The check box Warn me when document are missing required properties lets you set the preferred behavior. Select this check box if you previously checked Do not warn me again in a warning prompt, and want to revert to the default behavior.

Note: This setting can be provisioned to end users by the Domino administrator. For more information, see the Administration Guide.