WORKSHARE CONNECT SHAREPOINT INTEGRATION

Transcription

1 WORKSHARE CONNECT SHAREPOINT INTEGRATION Version 1.0 October 2014

2 COMPANY INFORMATION Workshare Connect SharePoint Integration Admin Guide Workshare Ltd. (UK) 20 Fashion Street London E1 6PX UK Workshare Inc. (USA) 625 Market Street, 15 th Floor San Francisco CA USA Workshare Website: Trademarks Trademarked names may appear throughout this guide. Instead of listing these here or inserting numerous trademark symbols, Workshare wishes to state categorically that no infringement of intellectual or other copyright is intended and that trademarks are used only for editorial purposes. Disclaimers The authors/publishers of this guide and any associated Help material have used their best efforts to ensure accuracy and effectiveness. Due to the continuing nature of software development, it may be necessary to distribute updated Help from time to time. The authors would like to assure users of their continued best efforts in supplying the most effective Help material possible. The authors/publishers, however, make no warranty of any kind, expressed or implied, with regard to Workshare programs or Help material associated with them, including this guide. The authors/publishers shall not be liable in the event of incidental or consequential damages in connection with, or arising out of, the programs or associated Help instructions. Copyright Workshare Ltd. All rights reserved. Workshare Professional and Workshare DeltaView are registered trademarks of Workshare Ltd. Workshare Compare, Workshare Protect, Workshare 3, Workshare DeltaServer, SafetyGain, and the Workshare logo are trademarks of Workshare Ltd. All other trademarks are those of their respective holders. 2

3 TABLE OF CONTENTS Introducing Workshare SharePoint Integration...4 System Requirements...4 Deploying the Integration File...5 Activating SharePoint Integration...7 Troubleshooting...8 3

4 INTRODUCING WORKSHARE SHAREPOINT INTEGRATION This guide is to help you download and install the SharePoint integration for Workshare Connect. The integration of Connect with Microsoft SharePoint enables users to upload files and folders to Connect from within Microsoft SharePoint. In this way users can share documents with multiple people outside the corporate firewall. SYSTEM REQUIREMENTS The Workshare Connect SharePoint integration supports Microsoft SharePoint 2010 and Microsoft SharePoint 2013 (with the latest Service Packs installed). The supported browsers are shown in the following table. Browser SharePoint 2010 SharePoint bit SharePoint bit Microsoft Internet Explorer 10 Yes Yes Yes with limitations Microsoft Internet Explorer 9 Yes Yes Yes with limitations Microsoft Internet Explorer 8 Yes Yes Yes with limitations Microsoft Internet Explorer 7 No Yes Yes with limitations Google Chrome Yes Yes No Mozilla Firefox Yes Yes No Apple Safari (on Windows and OS X) Yes No Yes Note: The latest publically released versions of the browsers are supported. 4

5 DEPLOYING THE INTEGRATION FILE In order to integrate SharePoint with Connect, the administrator must install a WSP file on the SharePoint server. The file is downloaded from the Services tab in the Workshare Connect Admin Console. To deploy the Connect integration file: 1. In the Services tab in the Workshare Connect Admin Console, select Integrations in the left menu. 2. Click Download Sharepoint Integration and save the zip file. 3. Extract the WSP file from the saved zip file to a local directory, for example, C:\Demo. 4. Ensure that the SharePoint 2010 Administration service is running (Administrative Tools > Services). 5. Open SharePoint 2010 Management Shell as an administrator. If you are logged in as an administrator and UAC is off, click Start>Microsoft SharePoint 2010 Products> SharePoint 2010 Management Shell. Click Yes in the UAC message and enter credentials if requested. Otherwise, click Start>Microsoft SharePoint 2010 Products, right click SharePoint 2010 Management Shell and select Run as administrator. 6. Browse to the directory where you extracted the WSP file. 7. Run the following commands: Add-SPSolution LiteralPath c:\demo\worksharecloud.wsp and then Install-SPSolution Identity WorkshareCloud.wsp GACDeployment 5

6 8. The Connect integration is now installed on all your SharePoint servers. To confirm this, go to Central Administration>System Settings>Manage Farm Solutions. Once the Connect integration is installed, you must activate the feature within SharePoint. 6

7 ACTIVATING SHAREPOINT INTEGRATION Once you have deployed the Connect SharePoint integration file to SharePoint, you must activate the feature on the site where you want to use it. To activate the integration: 1. In your SharePoint site, select Site Actions and then Site Settings. 2. From the Site Actions area, select Manage Site Features. 3. Scroll down to Workshare Cloud Integration and click Activate. 4. Browse to any document or folder in your SharePoint site, select it and open the dropdown menu. 5. Click Update view to work with Workshare. SharePoint updates. 7

8 6. Again select any document or folder and now the dropdown menu shows Send to Workshare. Your users can now upload files and folders to Connect from within Microsoft SharePoint as well as synchronize updated Connect files and folders back into SharePoint. TROUBLESHOOTING In order to view the dropdown menu and select Send to Workshare or Sync from Workshare, users must first select the document or folder by selecting the checkbox to the left of the document or folder. If they don t do this, an error is displayed informing them that they must select the document or folder first. In order to avoid this need to select the checkbox first, you can configure SharePoint as follows: 1. On the Home page find value of id attribute of element, which renders the Document View Web Part (for example id is MSOZoneCell_WebPartWPQ1_use_your_id ). Use for this dev tools in browser. 2. Using SharePoint Designer open Home page in advanced mode. 3. Add new asp:content element for example with name fix_error_or_your_name 4. Add <input type="hidden" name="_wpselected" id="_wpselected" value="msozonecell_webpartwpq1_use_your_id" /> as content of created asp:content element 5. Now your Home page should have : <asp:content ContentPlaceHolderId="fix_error_or_your_name" runat="server"> <input type="hidden" name="_wpselected" id="_wpselected" value=" MSOZoneCell_WebPartWPQ1_use_your_id" /> </asp:content> 6. Save page to server. 7. Open in advanced mode master page for Home page. It is better to make back up of master page before, or edit it is copy and set copy as master page for Home page. 8

9 8. Add following element BEFORE form element: <asp:contentplaceholder id="fix_error_or_your_name " runat="server"> </asp:contentplaceholder> 9. Save master page. (If you use copy of master page set it as master page for Home page.) 9