MacroView Message adds a new pane to your Outlook environment that displays an intuitive tree-view of all areas of the SharePoint document store for which you have permission. You simply register the Web Applications that you wish to work with and MacroView Message does the rest. This includes the site collections that correspond to My Sites for yourself and your colleagues.
The tree-view extends to show any Metadata navigation that is defined for a Library, including those based on hierarchical term sets. Key Filters are also supported.
MacroView Message displays a formatted preview of emails and other types of file stored in SharePoint. You do not need to open an email with large attachments to see what is in the body.
The MacroView Message tree-view enables rapid and efficient navigation of large SharePoint document stores. Search Site Tree will locate you to a wanted site or library, no matter where it is in the overall tree.
Clicking on a site in the MacroView Message tree-view displays the front page of that site in the right pane of Outlook, facilitating access to Contacts, Events, Tasks and other data in SharePoint lists.
Clicking on a document library or folder displays the default View of that library. You can sort and filter any available View and see new / changed views immediately as they are defined in SharePoint. Sorting by Subject arranges the emails in a library by Conversation Topic – the same sort arrangement as in Outlook itself.
With MacroView Message you can drag and drop to the Message tree-view pane to save an email (or multiple emails) – which means that you can drag and drop to save to ANY document library or folder in SharePoint for which you have read / write permission. You can also drag and drop to save one or multiple attachments. Saving is performed in the background, so you can continue working in Outlook.
Favorites and Subscriptions
MacroView Message makes it particularly easy to drag and drop to save to your favorite document libraries and folders in SharePoint. The Subscriptions feature of MacroView Message can create these favorite areas automatically for you, as well as let you see and use your colleagues’ Favorite areas.
MacroView Message supports all SharePoint column types – including Managed Metadata and External Data (BCS columns).
As it saves an email to SharePoint, MacroView Message will automatically record email attributes – e.g. To, From, SentOn date/time, Attachment Count, etc in like-named metadata columns. An easy way to ensure that these metadata columns are present is to base the document library on one of the library templates that ship with MacroView Message.
As you save emails and attachments MacroView Message will prompt for any custom metadata columns that it cannot set automatically.
If you are saving multiple emails or attachments, MacroView Message lets you capture common metadata and have it recorded for all the files, rather than prompt you separately for the metadata to be applied to each file.
You can set Personal Defaults for metadata columns that you complete regularly – and so reduce your keystrokes when profiling.
As you save attachments, or load files from Windows folders, file system attributes (such as Created Date, Last Modified Date and Author) can be recorded automatically
MacroView Message automatically names the MSG file that it creates to save an email to prevent duplicate copies of that email in the same SharePoint library or folder. MacroView Message can be configured to automatically delete emails from their Outlook folder once they are saved successfully to SharePoint.
Alternatively MacroView Message will create a copy of the email in SharePoint and place a tick in the Filed column in Outlook as a visible indicator that the email has already been saved to SharePoint.
Incoming attachments are saved as part of the stored message and can also be saved separately. You can rename an attachment as you save it to SharePoint – e.g. so that an incoming attachment is stored as the latest version of an existing file with a different name.
You can easily retrieve files from SharePoint to insert as attachments or links in new messages – either by right-clicking that file in SharePoint and selecting Insert… or by selecting the file (or files) from search results (see below). The default is to insert links rather than embed attachments.
MacroView Message facilitates searching based on metadata and / or content for email messages and other files stored in SharePoint, while you work in Outlook. You can click to see a formatted preview of search results and rapidly navigate to and display the document library wherein a search result file is located. You can also save and re-run your searches.
MacroView Message sends queries to and displays search results from the SharePoint Search Engine (or FAST Search if it is configured) - you do not need to create additional search indexes.
If FAST Search is deployed, MacroView Message also supports Refiners.
By editing a centrally stored XML definition file an administrator can readily configure and extend the Search Panels that ship with MacroView Message, e.g. to reflect the way metadata is used in that organization, or to create Search Panels for specific teams or departments (e.g. Finance Search).
MacroView Message provides a number of options for saving copies of your sent emails in SharePoint. You can click a Send and Save button, you can be prompted to save every time you send and you can also have sent emails saved automatically based on Sent Email Filing Rules.
These rules can be based on the To, CC, BCC or Subject attributes and / or on text contained in the body of the message.
MacroView Message support for moving and copying files stored in SharePoint is the best available in the market today. You can drag and drop to move or copy files from one SharePoint document library to another, even if the destination library is located in a different SharePoint site collection or web application.
As it moves, MacroView Message retains existing Version History, reuses existing metadata and prompts for any metadata defined in that library that is not present on the file being moved. A popular use of this feature is to move files between and a main DM server and a separate Extranet server located in the DMZ.
Other email management add-ons available in the market add extra folders to the Mail Folders pane of Outlook to represent the structure of nominated areas of the SharePoint store. Unfortunately this tends to cause the Mail Folders pane to fail as the SharePoint environment grows, or if certain sites have a large number of sub-sites, libraries and folders.
The purpose built tree-view pane added by MacroView Message avoids this issue, which is why numerous organizations make the move to MacroView Message to cope with their growing SharePoint environments. The MacroView tree-view accurately depicts the SharePoint structure and it is designed to cope efficiently with arbitrarily large SharePoint environments.
When you are offline in Outlook or working in Outlook Web Access you are still able to drag and drop email and attachments to the Outlook Folders that correspond to your Favorite document libraries and folders in SharePoint. You can also use Outlook Rules to automatically save copies of incoming and outgoing messages into those folders.
If you are running Office 2010 Professional Plus, the right-click menu of MacroView Message will contain a Connect to SharePoint Workspace item. This streamlines the creation of a SharePoint Workspace so that multiple users, including those working offline, can collaborate on emails and associated attachment files.
MacroView Email Handler is an optional module for MacroView Message that overcomes a key frustration of using email-enabled document libraries for managing emails in SharePoint.
When MacroView Email Handler is deployed, emails that arrive in the library via its SMTP email address are automatically saved in the same way as emails that you drag and drop into that library from Outlook using MacroView Message.
Need to migrate a large number of emails to SharePoint – e.g. from Public Folders? Or do you already have a large volume of emails stored in SharePoint?
MacroView can supply the Standardiser utility, which streamlines the updating of existing email files so that they have the same format, naming and other metadata treatment as emails that you save with MacroView Message.
MacroView Standardiser also updates existing document libraries so that they have the metadata columns that MacroView Message can set automatically, as well as standard views.
MacroView Standardiser enables efficient bulk migration of emails to SharePoint and is also an ideal tool for organizations updating to MacroView Message from another SharePoint-based email management add-on.
The MacroView Message tree-view can display the Site Collection / Site / Library / Folder structure of multiple SharePoint Web Applications – running under SharePoint Server 2010, SharePoint Foundation 2010, MOSS 2007 or Windows SharePoint Services v3.
MacroView Message server-side components play a key role in enabling full functionality and volume handling. These components are installed by a SharePoint Solution (WSP).
On client PCs, MacroView Message will run in Outlook 2010 or Outlook 2007. This means that you can stage your deployment of Office 2010 – you do not have to run Outlook 2010 to be able to have good integration with SharePoint 2010.
MacroView Message client-side components are installed by using an Active Directory MSI. Extensive client side configuration settings are compatible with A/D Group Policy, and MacroView can supply a sample Group Policy ADM template.