KanBo and SharePoint integration (installation on your premises)

KanBo is a web application integrated into the SharePoint (2013/2016) on your premises, that offers organizations a contextual and highly visual way to organize teamwork. It makes it easy for the teams to organize and assign tasks or work items to people, share and collaborate around documents and receive updates in real time and per email. KanBo is the best choice if you are looking for knowledge management tool on your environment.

 

Installation on your premises

KanBo can be installed on your premises, using SharePoint 2016 and 2013 (on Foundation, Standard and Enterprise versions).


It is an autonomous installation on customers infrastructure without any physical contact with the public internet. KanBo is a product that hooks into the customers on premises infrastructure so it depends on Services like Active Directory and Windows Server 2012 or higher and optionally SharePoint 2013 or higher.


KanBo is a SharePoint Provider hosted App that does not execute any code on SharePoint Servers. The backend of KanBo is run on a separate App server (preferably on IIS8 (the Microsoft Web Server). The communication with SharePoint is implemented through the CSOM SharePoint Interface. Again - no executable code is running on any server of your SharePoint farm.


The whole installation and configuration manual of this model is available here - KanBo On Premises installation (SharePoint 2013/2016).


You can also see an exemplary setup for SharePoint farm needed to install KanBo on- Prerequisites for KanBo Farm.


Considering the pricing model for on premise installation, it is a perpetual model. This means that you buy the licenses with a one-time payment. There is also yearly Support & Maintenance fee that includes free updates of KanBo and our fast Support. 


You can see the structure of this installation scenario in the picture below:




SharePoint Sites

When you create a KanBo Board, a SharePoint Site is created from a SharePoint Site Template that you specify. The default template is Team Site.


SharePoint Lists

Another interesting integration within KanBo and SharePoint is coupling between KanBo Boards and Lists in SharePoint. It is possible to set up a bidirectional real-time link between them. When you establish the link a SP List Item will be represented in KanBo as a card and vice versa – when you create a card an Item will be created. In the end you can define certain fields in the SharePoint List to be updated in Cards and update List Items when you move the card through the Board lists or change due dates. It is even possible to extend the SharePoint List Item View by displaying the KanBo card blow it – so you can see all the information kept inside of the KanBo card together with the Fields of a SharePoint Item. It works also with Document libraries but it makes more sense if you have some Meta Data fields defined for the Document Library you link with a KanBo Board. Of course, the linking and configuring works without any coding – just activate a certain feature and use the SharePoint out of the box List views to define the fields to be replicated in KanBo. We know SharePoint by heart and we know how to extend it without breaking it.

Document Sources

A great example of KanBo integration into SharePoint environment is Document Sources. While you already have Document Libraries on your SharePoint, you can attach one or more to a KanBo Board. This functionality helps you to adjust the mostly static and not changeable structure where you store documents (silos) to the fast changing project/process lifestyle (agile). You can also create Cards (context) that contain information from different sources to have all relevant information.


When you use Document Sources, you can attach the same document to many cards in many Boards. The important issue is that the document stays in its original location (SharePoint library) and is not being duplicated. Only users that are permitted to access the original Document library will be able to access documents attached to cards from Document libraries. It is because KanBo observes and respects the security of SharePoint libraties. Unpermitted users will get access denied.


If you follow a card, then you will get notified about any changes regarding all documents connected to this card. This is because all changes are being monitored by KanBo and applied in the real time.

With Document Sources, you can always work on the most up to date version of a document.


Other Microsoft Integrations

KanBo has been built with a deep integration into existing enterprise ecosystems in mind. The strongest integration has been established with Microsoft products.


Single Sign-On - KanBo provides a seamless Single Sign On (SSO) experience with all Microsoft environments: Active Directory (on premise), Office 365 or Azure Active Directory (private and public cloud installation model). Picking or searching for users utilizes your existing Microsoft user management infrastructure so user on boarding and off boarding is managed centrally for applications not only KanBo.




Outlook Add-In - The KanBo Outlook App makes it easy for you transfer information from an email to KanBo. This App equips you with the ability to convert Emails into KanBo Cards right from Outlook. It is also possible to select an existing KanBo Card and attach information from the email to it. During this process the KanBo Outlook App decomposes the email into parts like sender, receiver, subject and attachments. All that information is placed into the KanBo Card as separate elements to increase usability of this information. The attachments are uploaded to the SharePoint Library that has been selected in the KanBo Board settings as default for Email attachments and linked with the newly created or selected KanBo Card.

The KanBo Outlook App has been developed according to the newest Microsoft standards called “Office Web Apps”. It makes the installation on clients obsolete and it runs on Outlook 2013/2016 on local computers as well as on Outlook Web Application(OWA) in a browser.



Advanced add-ins

A variety of advanced add-ins is available in on premises installation scenario.


KanBo Search – KanBo has the AI powered Search that finds all relevant cards, containing contextual information: (todo items, comments, conversations, notes) and documents that are relevant for the user based on her/his personal search results. Results are also shown among SharePoint Documents. These search results will make sure you not only find plain information or documents but rather all information to a certain topic in a meaningful and contextual way. You can read about Search configuration and installation of this add-in here.



External User Groups (Active Directory Integration)- User groups allow you to keep users you collaborate with in one place and can be created for any purpose, but they are helpful especially for gathering a group of users connected by a common task or job. They also enable you to add a whole group of users to a desired Board within a few clicks. KanBo External User Groups functionality gives you a possibility to import Groups strictly from Active Directory. This functionality allows you also to manage User Groups from Active Directory module - all user changes will be synchronized and applied into KanBo as well as to SharePoint on which KanBo is installed. 


Exchange calendar integration - KanBo Exchange plugin will allow you to integrate all Cards added to MyBoard into Outlook Tasks or Appointments. It works for both KanBo installation scenarios: Cloud and On Premise.

Now you can integrate all Cards added to MyBoard as Outlook Tasks or Appontments in Outlook Calendar. You can also add new Appointments from Calendar to KanBo MyBoards as points on the Timeline


Integrations with other products

KanBo enables integrations with a set of other enterprise tools.


Nintex workflows integration - KanBo also integrates with Nintex Workflow for SharePoint providing more than 15 actions in the Workflow builder.


Firestart BPM Suite Integration - KanBo integrated with Prologics’ Firestart Suite. A wide list of actions is available. You can read more about this integration here.


API - KanBo has an REST API to be used for integration with other systems like SAP, CRM Dynamics, or any other system. Since KanBo is hosted on your environment you can decide whether it can be accessed from outside of your infrastructure by configuring your firewalls.


You also can build great applications especially with SharePoint Lists that store data from Web Forms (i.e. InfoPathNintex or Wufoo Forms). Using Business Connectivity Services you can connect almost any Data Source to your KanBo Board. Combining integration with other enterprise systems and mobile push notifications on followed elements in KanBo provide a very strong foundation for building mobile solutions without programming.



Trial

If you are interested in a KanBo trial on your premises, please write to us at support@kanbozone.com. We will provide you all needed manuals and files.

KanBo trial on your premises lasts for 30 days and can be extended. The trial period and the support during the trial installation are free of charge. 

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