SharePoint Online

Role Required
To Add Connector Details you need to be assigned to the Application Administrator role in Records365.
Records Managers have read-only access to the Connector Details page.
To Link your SharePoint Online Account you need to be an Azure AD Global Administrator.

Introduction

SharePoint Online is one of the Enterprise Content Management (ECM) systems that can be configured to be managed by Records365. The following steps are used to connect and configure your SharePoint Online site to Records365.

Add Connector

  1. Click on the Settings icon
    in the top right hand corner of Records365.
  2. Click on Add Connector and select the SharePoint Online Connector in the Gallery.
  3. Click Add.

After creating the SharePoint Online connector instance you will be redirected to the Connector Details page.

Authorizing the Connector

Now that the connector instance has been created, we need to complete the authorization for the Connector to manage your SharePoint Online tenancy.

  1. Once you are in the SharePoint Online Connector Details page, select Link Account to connect Records365 to your SharePoint Online tenancy.
  1. You will be directed to a page where Microsoft will prompt you to log in. Enter credentials to log in, then click Accept.

From here, the remaining configuration can be completed and the Connector can be enabled by following the instructions in the Administration section for SharePoint Online. Some decisions about how records submitted by the Connector should be managed in Records365 are required, and this should be performed in consultation with the Records Management function of your organization.