Setting up the Integration in TeamConnect

Uploading the .CLASS file and .PROPERTIES file to TeamConnect

Ensure that you have acquired the latest versions of both a SharePointOnlineIntegration.class file and SharePointOnlineIntegration.properties file, which comprise the SharePoint Online integration for TeamConnect.

In your TeamConnect instance, under the Documents tab, navigate to the Integrations folder, which can be found through: Top Level -> System -> Integrations

In the Integrations folder, create a new folder

In this new folder, upload the SharePointOnlineIntegration.class file and the SharePointOnlineIntegration.properties file.

Creating a DMS integration record in the DMS Connector Tool

Under the Tools icon in the top right, select DMS Connector

For Type, select the option that corresponds with the name of the folder you created earlier

For Name, enter a friendly name to be used when displaying this record

If you would like this integration to be your default DMS, check Default

For Key, enter your Key from the “Extracting .PK8 File Information” section

For URL, enter the address of your SharePointOnline site or subsite, e.g., https://site.sharepoint.com/ or https://site.sharepoint.com/subsite/

For DocumentLibraryName, enter the name of an existing SharePoint Online Document Library for TeamConnect to use

For RootFolder, enter the name of an existing SharePoint Online folder located directly under the Document Library

For TenantID, enter your Office 365 tenant ID

For ClientID, enter the client ID of the application profile you created in Azure Active Directory

For Thumbprint, enter your Thumbprint from the “Extracting .CER File Information” section

For CreatedByTitle, enter the name of an existing Document Library metadata field to be used for TeamConnect to display the user who created the document

For ModifiedByTitle, enter the name of an existing Document Library metadata field to be used for TeamConnect to display the user who last modified the document

For ProjectNameTitle, enter the name of an existing Document Library metadata field to be used for TeamConnect to display the friendly name of a project record

Click Add DMS integration to finish creating the record

Testing the credentials

For the SharePoint Online integration record, clicking the Test DMS icon will verify that all of your security credentials are valid and that your DocumentLibraryName and RootFolder exist.