We need a way to quickly move documents from outlook into SharePoint. There are a number of solutions available on the market, but these either require licences (Colligo) or are too cumbersome to work with (Opportunity).
What we would like is an add-on to Outlook, that has the following features:
1. Right-clicking on an e-mail (or several e-mails) in Outlook gives the standard context menu. To this menu we need a new menu-item called "Move to SharePoint".
2. When this menu is selected, a new (C#) program opens. The userinterface of this program contains two "panes", the upper one that connects to Outlook, and the lower one that connects to a SharePoint site (configurable URL).
3. The Outlook area initially contains the messages that were rightclicked in Outlook, but also supports that more messages can be added by simply dragging and dropping them from Outlook, or right clicking other messages in Outlook and select 'Move to SharePoint' (this implies that if this new program is already running, e-mails are added to the upper pane). Messages can also be deleted again from the upper pane (right click, or simply select and hit 'del' key).
4. The SharePoint area contains a site structure in a treenode structure. The root node is configurable. We have a site with 700 subsites (in 8 levels) that we need this solution for, so not having to start finding the right site each time is mandatory. Exactly one site can be selected, the one site that the e-mails should be stored in. Please note that the program needs to remember from execution to execution the site that was last connected to, and select this site automatically next time the program is started.
5. Within that site a number of document libraries exist (at root level). These must be shown, and it must be possible to select not only the document library, but also folders within these. One folder in one of the document libraries will be the target where the selected mails must be stored.
6. When this has been done, e-mails from the upper pane can be transferred to the site in the lower pane using one of these options:
a. Drag & Drop from upper pane (one or all e-mails) to lower pane. In the lower pane the mails can be dropped on any folder in the tree.
b. Rightclick on one or several message in upper pane. Menu shows 'transfer to …' where … is the name of the selected node in the lower pane. If no site is selected in lower pane, the menu is grey and cannot be selected.
c. Menu option: Program has 'transfer' menu that has menu items 'transfer selected e-mail'and 'transfer all e-mails'. If no site is selected in lower pane, the menu is grey and cannot be selected.
d. The two menuoptions have shourtcut keys, F9 and F10.
7. Mails must be stored in MSG format, including all attachments, metadata etc. When the e-mail is opened from SharePoint, it must look 100% the same as when opened from Outlook. We have the license for a component that can be used to store e-mails in MSG format.
8. If a similar named item already exists in the document library, standard office naming conventions apply, i.e. append "(2)", or "(3)" etc. the the object name to make it unique. If the object name is change during copy, the user must be notified upon completion.
9. After e-mails have succesfully been transferred to SharePoint, they are deleted from upper pane (but not from Outlook).
10. The latest 10 sites where files have been transferred to, are remembered and stored in the file menu under 'latest sites used', newest on top. Selecting one of these sites from the 'latest sites used' menu opens up the site structure in the SharePoint window, and selects the given site, enabling the user to quickly find the site he wants to move e-mails into.
11. Help menu contains standard about menu and 'instructions' menu that connects to URL. F1 connects to this URL as well.
12. Program must support standard windows behaviour like remembering it's position and size from execution to execution, Alt-F4 for termination etc.
13. Undo / Ctrl-Z not supported.
Office 2003 & Office 2007 (program must support both)
SharePoint 3 / Office Sharepoint Server 2007 (Moss)
Visual Studio 2007
C# (3.0 or newer)
VSTO - Visual Studio Tools for Office (not required, but recommended)
Clients on which program must be able to run: Windows XP, Windows Vista (Windows 7 if you have the release candidate)
Full sourcecode must be provided including Visual Studio project
Program language and comments in English.
Project must contain install project, that enables MSI install (must support unattended installation (we use Altiris for install)). I am not sure whether Office add-on installations have special requirements, please provide us with relevant options if this is the case.
Installation instructions for Office 2003 and Office 2007