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1.1 Setup Sharepoint Configuration

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HN CRM edited this page Oct 20, 2017 · 1 revision

Managing Sharepoint Configuration

In this article you'll find out about

Managing Sharepoint Configuration

Sharepoint Configuration is the primary configuration entry point for the Document Management solution system. It allows the system administrator to globally configure Sharepoint connectivity settings to the associated Sharepoint Online used by the Organisation. Each Dynamics 365 Organisation can only have a single Sharepoint Configuration configured.

Prerequisites

The following prerequisites are required to have in place before configuring Sharepoint Configuration

  1. Set up Dynamics 365 (online) to use SharePoint Online

To create a new Sharepoint Configuration record:

  1. Open Sharepoint Configuration page from the default Sitemap -> Setting --> Documents Management -> Sharepoint Config
  2. Select New to create a new configuration record
  3. Enter the appropriate values in the editable properties
  4. Click on Save to create the record.

The following table describes the properties associated with the Sharepoint Configuration page.

Property Name Default Value Description
Name Name of the Sharepoint Configuration item
Sharepoint Username The username of service or higher privileged account to access Sharepoint Online
Sharepoint Password The password associated with the provided Sharepoint Username.

NOTE: Once the password has been provided the field will be emptied.
Password Recorded Indicates whether the Sharepoint Password has been provided and validated against the configured Sharepoint Online environment.
Activate Background Job No Indicates whether Services has been activated to enable background synchronisation.

NOTE: Once this is activated it can not be deactivated. Background services such as synchronisation of Entity metadata, notes and email attachment require this field to be activated.
Verbose Logging No Indicates whether detailed logging from background services are enabled. This functionality requires that Plug-In Trace Logs be enabled for the Organisation.
Entities Populated No Indicates whether Entities metadata definitions have been populated. The value of this property is defaulted to No, however upon creation of the record and all entity metadata definitions are fully populate, the property will automatically change to Yes. Entities Metadata definitions can also be updated through the manual activation of Entity Metadata Population workflow.

NOTE: Entities metadata are required to configure metadata synchronisation settings.

NOTE:

  • The Sharepoint account will need access rights to create, edit and modify Sharepoint Document library and list items

Activate Entity Population Workflow

Entity metadata is a critical component in the configuration of synchronisation of entity metadata information with Sharepoint. Entity metadata are automatically populated upon the creation of the Sharepoint Configuration item. However it is possible to refresh entity metadata in cases where new entities are being created or modified.

To activate Entity metadata population manually:

  1. Open the Sharepoint Configuration item
  2. Click on the Run Workflow icon in the Ribbon
  3. Select the process named "HN - Populate Entity Metadata" workflow
  4. Click on Add then OK to confirm the execution of the selected workflow.

The workflow will initiate a background process. Entities metadata and associated attributes will be populated after a couple of minutes depending on the load of your Dynamics 365 system.

Activate services for enabling background synchronisation

The Document Management solution provides the ability perform synchronisation of metadata information, notes and email attachments for existing entity records.

To activate services for background jobs

  1. Open the Sharepoint configuration item
  2. Set the Activate Background Job property to "Yes" and update the record.

NOTE: Once the activation is set, it can not be deactivated.

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