Data Driven Automation – No Coding required.
Some features are not available in Ontolica Fusion Free Edition.

FileShares and SharePoint Document Libraries (Interactive, Scheduled or Test-Run)
  • Delete or Archive Files on an regular basis. Use Filters like: Not used in 1 year or marked for archiving, to select the files. Run with preview before action or as scheduled job.
  • FileShare Inventory reporting. Output to Excel, CSV, Database table, SharePoint List.
  • High speed copy/move files between FileShares. (option to use advanced filters)
Master Data Management
  • Merge and manage many data sets from SharePoint, Databases, Excel, CSV. You can analyse, aggregate and perform Data Driven Automation and export combined data to any supported destination.
SharePoint List & Library Item management (Interactive, Scheduled or Test-Run)
Perform any CRUD action on Lists and Libraries. Restructure content and move it around conditionally. Update it from any external data source CSV, Excel, Database. Archive and delete it.
  • Create/Update/Delete List items. Use bidirectionally data from Excel, CSV, Databases or other SharePoint Lists
  • Persist Modified & ModifiedBy while tagging Managed metadata or updating columns.
  • Delete Items in SharePoint Lists or database table. Use parameterized criteria or keys based on result sets from SharePoint Lists, Excel, Databases, CSV.
  • Managed Metadata tagging based on Label values.
  • SharePoint List & Library reporting with filters (no CAML coding). Output to Excel, CSV, Database table or other SharePoint List.
SharePoint Content Type Management (Interactive, Scheduled or Test-Run)
Use the Content Type Label or the unique GUID and set the Content Type dynamically with simple formulas for each new or existing Document and List Item.
  • Set Content Type during File Upload / List Item Create. You can use simple formulas to calculate the correct Content Type individually for each File/List Item.
  • Change the Content Type for existing Documents and List Items. Easily set Criteria to specify what Documents/List Items to update. Optional retain the values in Modified & ModifiedBy Columns. Use simple Formulas to calculate the correct Content Type for each File/List Item.
  • Reporting on the Content Type for Files and List Items. Easily use advanced Query and output the result to Excel, CSV, Database table or other SharePoint List.
SharePoint Folder Hierarchy Flattening / Reorganize Content. (Interactive, Scheduled or Test-Run)
Remove Existing Folder Hierarchy from Document Libraries. Migrate File Shares to Document Libraries and remove folders in the process. Reorganize files and Folders.
  • Flatten Folder Hierarchy or create new Folders and move Content.
  • Custom File Renaming with formulas to adapt to structure.
  • Preserve Modified & ModifiedBy column values.
  • Use Folder Names / File Name and convert into metadata.
  • Convert string and numeric metadata into Managed Metadata.
  • Transform metadata with simple formulas.
  • Multiple passes for calculating metadata after files have been moved.
  • Incremental options so that not all folders are processed.
  • Automatically delete empty folders
SharePoint Site Provisioning – (Interactive or Scheduled) – PnP Provisioning Engine
Fusion encapsulates and simplifies the advanced Client Side PnP Provisioning Engine from the Microsoft Office Dev. Team The Microsoft Introduction to the new Client Side Provisioning.
  • Create Sites on demand or BULK with client side Site Provisioning. Extract and apply artifacts form live Site (Homepage, Lists, Security settings, etc.)
  • Streamline entire Site Collections or subset with extracted Site artifacts.
  • Split large FileShare across multiple sites based on rule set.
  • Split large document library across multiple dynamically created sites based on folders or metadata rule set.
  • Trigger Site provision by monitoring FileShare, SharePoint List or Database table.
Excel (Interactive, Scheduled or Test-Run)
  • Retrieve data from Tables or Sheets (option to refresh and run VBA) and in turn Update/Create items in SharePoint Lists or rows in database tables.
  • Perform parameterized Table refresh and store updated Workbook as a new or updated file in SharePoint Document Library and/or FileShare.
  • Create Workbooks from templates and perform multiple table updates and single cell assignments with data from SharePoint Lists, database tables, CSV or even other Excel Workbook. All without complex data source coding.
PowerShell (Interactive, Scheduled or Test-Run)
  • Call automation components from PowerShell. Use your own logic and let Fusion do the BULK of the work !
  • Call PowerShell for each File/Item/Row in Database table, CSV – or before/after Automation Job.
Miscellaneous
  • “For-Each” style looping over result set from SharePoint List, CSV, Database – even Sites in Site Collection
  • “Work-Flow” like actions. Conditionally run sub automation components within a collection of automation components.
  • Master Data Management (MDM). Retrieve data from SharePoint Lists, Excel, CSV, Databases and consolidate in database for analysis and aggregation before updating other systems. Rich Client (Windows App) provided to visualize the ‘XRM like’ data model.
Typical tasks Fusion can perform..
  • Copy List data,documents out of SharePoint and into databases and FileShares.
Fusion Architecture
  • No-Coding with visual preview of computed actions.
  • 100% Client-side. Installs in < 3 minutes (no – SharePoint admin needed)
  • Test-run completes job without committing any changes. Useful to analyze impact beforehand.
  • Built-in “Windows Service based” Batch Server with real time auditing and remote management.
  • Extensive job logging/audit with embedded source/target data files. Cross session reporting. Option to view/filter real-time as job progresses.
  • Combine multiple automation component into logical job groups. Even groups within groups. Job logging is consolidated as 1 logical job with the option to view in graphical hierarchy order – even real-time as job progresses.
  • Calculation engine with over 300 built in functions (Date, Time, String, Numeric)
  • Database Repository for all automation component setup and job logging. Option to choose from local Firebird, SQL Server or Oracle. Even migrate between.
  • Multiple Fusion users can access the same repository and share automation components and job logs.
  • High-Speed using multitasking. Up to 20GB/Hour throughput to O365 WITHOUT any Azure accounts or other complicating steps.
  • No impact or installation on any servers. (100% client side)
  • Does not requirer programming or admin skills for Database or SharePoint.
  • Works as an integration framework, while at the same time being a tool for ad-hoc data and file transfer tasks.
Useful links (Fusion use cases.)

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