SharePoint provides framework for document conversion services, which can be extended
based on load and functional requirements. PDF generator allows conversion of Microsoft
Word, Excel, PowerPoint and many other document types stored in a SharePoint document
library to PDF. The converted PDF file can also be in a compressed format (zip file).
The conversion can happen on an ad-hoc basis or scheduled to run during off-peak
time. PDF generator takes advantage of SharePoint conversion topology, in selecting the cells of the load balanced conversion servers for high loads of document conversions.
Business advantages
Documents can be converted to PDF and published to other lists in a different site
(like an extranet site) with its original Metadata intact. Now documents can be
created in a secure site following all the Information Management policy rules set
by the company and can be published to other sites with read only functionality.
Behind the scenes
Solution has two modules – Configuration lists and Conversion services. Conversion
configuration is stored in SharePoint lists, so maintenance is very easy. Configurations
like document types to be converted, conversion schedule and type of conversion
server are stored in the configuration list. Conversion service can run on a separate
stand alone server or use the load balanced SharePoint conversion server, if conversion
service is already available.
During conversion, various actions can be specified based on the results type. For example,
if the conversion is successful, the converted PDF document can be moved to single
or multiple lists, with or without Metadata, and any additional comments can be added to the moved document library items . Conversion schedule, on when the documents needs to be converted to PDF can be configured. Conversion can also happen
based on business rules like when a document is created or status is changed to
‘Approved’.
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Enhance SharePoint document conversion services.
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Convert documents to PDF without any code.
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Converted PDF file can also be in a compressed file format (zip file).
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Conversion based on schedule or business rules, like creation of PDF based on document
Meta data.
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Converted PDF documents can be copied to a different list or document library with
entire original Metadata.
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Documents can be viewed in PDF on an ad-hoc basis, from an option available in SharePoint
edit drop-down menu.