c360 Sharepoint Integration User GuideMSCRMv4.… · c360 SharePoint Integration ... The...
Transcript of c360 Sharepoint Integration User GuideMSCRMv4.… · c360 SharePoint Integration ... The...
c360 Solutions – All Rights Reserved
c360 SharePoint Integration User
Guide Microsoft Dynamics CRM 4.0 compatible
c360 Solutions, Inc.
www.c360.com
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Contents____________________________________
c360 SharePoint Integration .............................................................................. 3
Overview ................................................................................................... 3
Features .................................................................................................... 3
Administration and Configuration ....................................................................... 4
How to Configure SharePoint Integration Settings ............................................. 4
Configure for Manual SharePoint Creation ...................................................... 5
Configure for Automatic SharePoint Creation .................................................. 6
Use an XML File to Automatically Create Folders in a Document Library ............. 8
SharePoint Sites ............................................................................................... 9
Manual Creation ......................................................................................... 9
Automatic Creation ................................................................................... 10
Troubleshooting ............................................................................................. 11
Proxy Not Found ....................................................................................... 11
Proxy Not Found ....................................................................................... 12
Appendix ....................................................................................................... 14
Instructions on How to Configure a Sample SharePoint Site and Verify
Functionality ............................................................................................ 14
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c360 SharePoint Integration ______________
Overview
c360 SharePoint Integration Add On for Microsoft CRM 4.0 is a software component
designed to leverage SharePoint capabilities and integrate them into Microsoft CRM,
giving the Microsoft CRM users enhanced capabilities for document and information
sharing.
Features
• Create SharePoint document repositories for every entity from within CRM
• Allows CRM users to link documents to any CRM entity
• Because documents are saved in SharePoint they are available to users who do
not have a CRM client license
• Leverage the document management, content management and collaboration
richness of SharePoint tightly integrated with Dynamics CRM
• Choose whether to perform a manual or automatic creation of the SharePoint site
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Administration and Configuration __________
How to Configure SharePoint Integration Settings
c360 SharePoint Integration settings window will allow you to define the entities that
will be integrated with SharePoint and the templates that will be used to generate
the SharePoint site. To access this settings window, go to the settings area, click on
‘c360 settings’ on the left navigation bar (Figure 1a) and then Clicking on ‘c360 CRM
/ SharePoint Integration’.
Figure 1a: c360 Settings area
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Configure for Manual SharePoint Creation
SharePoint creation can either be automatic or manual. If ‘Manual’ is selected, the
remaining configuration happens in the record on the SharePoint Integration tab.
Please see the section labeled “SharePoint Sites, Manual Creation” for details.
“Configure for Automatic SharePoint Creation” contains information on the
additional fields needed to complete that configuration.
Figrure1b: SharePoint Integration Settings – Manual Creation Mode
CRM Entity Name Drop down with all the CRM entities that can be
configured to include a SharePoint site.
SharePoint User Information User information be used for impersonation during
the process of site creation.
Use the credentials on manual
creation of the site
These credentials will be used on manual creation of
the site, instead of the those of the logged in CRM
user. The credentials of the logged in user will still
be used for accessing the site.
SharePoint Location Settings -
Creation Mode
Specifies whether to create the site automatically or
manually. If ‘Manual’ is selected, Target Location
Action and Target Location Type will be disabled as
they will be choosen at the time of creation of the
site / document library.
SharePoint Location Settings -
Server Site URL
Points to the share point site/site collection location.
SharePoint Location Settings -
Template
Lists the accessible templates that can be used
during the site creation process.
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SharePoint Location Settings –
Name
Set the attributes that will be used in creating the
SharePoint location. Text can be entered along with
a designated attribute from the record.
Display Settings – Tab Name Name of the tab that will be added to the Entity
Form for the SharePoint Integration tab
Display Settings – Radio
Button options
Designates what default view will display on the
SharePoint tab
Configure for Automatic SharePoint Creation
If ‘Creation Mode’ is set to ‘Automatic’, additional fields appear on the configuration
tool. These must be completed in order to accurately generate the location for the
files.
Figrure1c: SharePoint Integration Settings – Manual Creation Mode
Creation Mode ‘Automatic’ means the location in SharePoint will be
automatically created based on configuration choices
Target Location Action Create New: creates a new site or document library
directly underneath the site specified in the Service
Site URL and uses this as the target location for the
SharePoint integrator.
Select Existing: points Sharepoint Integrator to the
Server Site URL specified (note: this can be a
document library or a site).
Target Location Type (only
displays when “Select New”
Target Location Action is
selected
Site: creates a new Site for the entity’s attachments
under selected target
Document Library: creates a new Document
Library for the entity’s attachments under selected
target
SharePoint Folder: creates a folder within a
Document Library
SharePoint Location Settings -
Server Site URL
Points to the share point site/site collection location.
SharePoint Location Settings -
Template
Lists the accessible templates that can be used
during the site creation process.
SharePoint Location Settings –
Name
Set the attributes that will be used in creating the
SharePoint location. Text can be entered along with
a designated attribute from the record.
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Use an XML File to Automatically Create Folders in a Document Library
With the 4.0.10 release, new functionality allows administrators to configure
SharePoint integration so folders are automatically created underneath a document
library whenever that Document Library is created by SharePoint Integration.
1. Navigate to Settings>c360 Settings>c360 CRM/SharePoint Integration. Once
a Document Library has been specified, an option for ‘Additional
Configuration’ appears below.
2. The administrator now has the option to either type in or browse to the
location of the file.
1. The configuration XML should resemble the example below:
<action type="create" stage="postCreate">
<command type="folder"
parent="root">Folder7Name</command>
<command type="folder"
parent="root">Folder8Name</command>
<command type="folder"
parent="root">Folder9Name</command>
</action>
2. If the administrator selects a file with an invalid XML
structure, the system will prompt him to select a valid
configuration file.
This functionality:
1. Only applies to Document Libraries, NOT sites.
2. Will apply to any NEW entity records in CRM. It will not
retroactively function for existing entity records.
3. Applies to both ‘Manual’ and ‘Automatic’ modes.
3. Complete any additional configuration and click ‘Apply’ to save changes.
4. Once the file is saved, the administrator can make changes by clicking on
‘Remove Configuration’ or ‘Change Configuration’ with the same
functionality described above.
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SharePoint Sites ________________________
Manual Creation
If you chose to create a site manually, you’ll receive the following screen in the
newly created tab in each record of the entity you chose. For example:
Figure2: Manual site creation
In Figure 2 the user chose to manually create a new Document Library for each
Account. The name of the site is configured to be “test”. Optionally, the user can
use an existing site / document library by specifying the Server Site URL and clicking
connect.
Pressing the “Create Site” button will create the desired SharePoint site. In order to
create this site, the CRM user must have appropriate ‘create rights’ in Sharepoint. In
order to bypass this, the administrator can check the ‘Use these credentials on the
manual creation of the site’ checkbox on the settings page (see p.5).
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Figure3: Result
Automatic Creation
If you chose to automatically create the SharePoint site, you’ll automatically receive
the site or document library page on the next time you’ll navigate to the desired
record and press on the new Tab created by the add on. The credentials used in this
mode are entered in the settings page.
Figure4: Automatic create Account Document Workspace
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Troubleshooting ________________________
Proxy Not Found
Issue:
Receiving the message “Failed to connect to the c360 SharePoint Proxy Service”
Resolution:
The message appears because the proxy component is not installed on SharePoint
server. Please install it to resolve the problem.
Access Denied
Issue:
Receiving the message “Error: Access Denied” when Sharepoint is installed on a
separate server the CRM and the user credentials supplied are different then those
then the logged in user:
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Resolution:
Set the site in the following way:
Proxy Not Found
Issue:
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Hyphenated Site Names are not handled as expected in the SharePoint Connector
Explanation / Resolution:
In Sharepoint, if a site that contains a hyphen (e.g. test-doc), the URL pointing to
that site will have that hyphen removed.
In order to point Sharepoint Integrator to the site, the hyphen must be removed in
the ‘Server Site URL’ field in Sharepoint Integrator.
Likewise, if there is a site called testdoc, and a new site is created called test-doc,
the hyphen will be removed in the URL, but because there already exists a site URL
for testdoc, the URL for the test-doc site will be testdoc1.
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Appendix _____________________________
Instructions on How to Configure a Sample SharePoint Site and Verify
Functionality
Below sample steps explain on how to configure a sample SharePoint Site and verify
functionality.
1. Go to Inetmgr (Start� Run � Inetmgr) and browse to the SharePoint site
(Referto the screen below)
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2. Click on Site Actions tab and click on Create as shown in the below Screen Shot
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3. Click on Sites and WorkSpaces Link as shown in the below Screen Shot
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4. Create a New Site and update rest of the field like title, description and URL as shown in the below screen shot and click on Create button
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5. Login to Microsoft Dynamic CRM and go to Setting ���� c360setting����c360
CRM/Share Point Integration (refer to the screen below)
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6. Select the Entity Name from the drop down list and update rest of the fields
as Shown in a below Screen Shot and click on Apply button
This Finishes the Configuration Part of SI.
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7. Create or edit an existing Account, we can able to view the new tab i.e. (SI).Click on SI. (Please Refer below Screen)