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1. Microsoft SharePoint
and Contract
Management
Presentor: Steve Tilkens, Harris &
Associates (DSA Technologies, Inc.)

2. Agenda
• Objectives
• Content Repository Overview
• Document Versioning
• Hands-On Demo
o Install the SharePoint Connector
o Create SharePoint Document Libraries
o Configure PCM to use SharePoint
o PCM & SharePoint in Action!

3. Objectives
• Gain an understanding of content
repositories
• Gain an understanding of document
versioning
• Understand how to setup the integration
between SharePoint and Contract
Management
• Discover the benefits of using Microsoft
SharePoint as a content repository for
Contract Management

4. What is a Content
Repository?
• A content repository is a store of digital
content with an associated set of data
management, search and access methods
allowing application-independent access to
the content, rather like a digital library, but
with the ability to store and modify content
in addition to searching and retrieving. –
Wikipedia–

5. What is Document
Versioning?
• Document Versioning refers to the ability to
capture each iteration of a document as it
changes over its lifetime.
• If enabled, each time a document is edited
in Contract Management a new document
version is created.
• This allows for a full audit trail of document
changes.

6. Installing…
• Within Internet
Information
Services (IIS)
Manager on the
SharePoint Server,
right-click on
“Sites” and choose
“Add Web Site…”.

7. Installing…
• Enter a Site name,
i.e. – PCM.
• Choose a physical
path for the
Content Directory.
• Select an unused
TCP Port.

8. Installing…
• Run the
SharePoint
Connector Installer.
• Choose the new
Website and
Application Pool
we just created.

9. Installing…
• Modify the firewall
on the SharePoint
server to allow
traffic to the new
website if needed.
• Test the web
services by
browsing to new
website.
http://<server>:<port>/<virtual directory>/ws_fprpc.asmx

10. Installing…
• Upload the
Contract
Management List
Template into
SharePoint.

11. Configuring…
• Create new
document
libraries for the
repository and
the external
upload
repository.

12. Configuring…
• Configure Contract
Management to
use SharePoint as
a content
repository.

13. Configuring…
• Setup your project(s) to
use the repository to
Store Attachments and
Version Documents on
Save.

14. PCM & SharePoint in
Action
• Demo…

15. Benefits
• Document Versioning allows for a full audit
trail
• Granular security access to Contract
Management documents and attachments
can be granted through SharePoint rather
than Contract Management
• Leverage the advanced search functionality
of SharePoint

16. Q&A