WatchDox SharePoint Beta Guide. Application Version 1.0.0

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1 Application Version 1.0.0

2 Confidentiality This document contains confidential material that is proprietary WatchDox. The information and ideas herein may not be disclosed to any unauthorized individuals or organizations or be used for purposes other than working with WatchDox products. Trademarks WatchDox, the WatchDox logo, and all other trademarked company and product names mentioned in this document are either registered trademarks or trademarks WatchDox Inc. in the U.S. and/or other countries. All other products and/or services are trademarks of their respective companies. Copyright 2013 WatchDox. All rights reserved. No part of this document may be reproduced or distributed in any form or by any means, or stored in a database or retrieval system, without prior written permission of WatchDox Inc WatchDox. All rights reserved. 2

3 Table of Contents 1 Introduction Installation... 6 Minimum system requirements... 6 Web Service Installation... 9 Windows Service Installation Configuration SharePoint Configuration SharePoint Management Working with SharePoint workspaces Known limitations WatchDox. All rights reserved. 3

4 1 Introduction Welcome to WatchDox s Microsoft SharePoint Beta version! View, create, and collaborate content that is stored on SharePoint. Administrators can choose which SharePoint libraries to sync with WatchDox. Users can securely collaborate on files stored in SharePoint libraries on mobile and desktop devices using the WatchDox client applications. This version of WatchDox can sync with SharePoint 2010, SharePoint 2013, and SharePoint Online. Cloud Solution The architecture of the cloud solution is shown in the following diagram: 2013 WatchDox. All rights reserved. 4

5 On-premises Solution The architecture of the on-premises solution is shown in the following diagram: 2013 WatchDox. All rights reserved. 5

6 2 Installation Minimum system requirements The following system components are required for the SharePoint proxy connector for configuration with WatchDox: 1. Windows Server 2008 R2 2. Web Server (IIS) role with the following role services installed (under Server Manager) a. Application Development: ASP.NET.NET Extensibility ISAPI Extensions ISAPI Filters b. Security: Basic Authentication 2013 WatchDox. All rights reserved. 6

7 IIS Client Certificate Mapping Authentication.IIS 6 Metabase Compatibility 3. NET Framework installed (under Server Manager) 2013 WatchDox. All rights reserved. 7

8 WatchDox Service Requirements 1. "Proxy Connector" Web service NOTE: The identity running the applications pool hosting the Web Service must have write permissions to its Physical folder. 2. "WatchDox SharePoint Connector" Windows service a. The identity running the Windows service must have read permissions to the Web service Physical folder. b. The identity running the windows service must have read permissions in the Local machine certificate store. Environment 1. The Windows machine must be in the domain of the SP server/s. 2. The Windows machine must be able to communicate with the WatchDox server (receive and create calls). Security And Authentication Data is transferred through an IIS SSL channel. Client certificate authentication is required on the IIS application hosting the web service. 1. An SSL certificate is installed on the Windows machine as a server certificate for authentication validation WatchDox. All rights reserved. 8

9 2. The SSL certificate will also be installed as a client certificate on the Windows machine, in the local machine personal folder, so that the Windows service can communicate with the web service. 3. The SSL client certificate is installed on the WatchDox server(s) that communicates with the Windows machine. Web Service Installation The web service installation is performed by running the ProxyConnectorWebServiceInstaller.msi file. The installer creates a virtual directory and a physical folder under a specified web site in the IIS. Before you begin: 1. Perform the following steps to ensure that a web site exists in the IIS to host the virtual directory: a. Open the IIS Manager: Control Panel > Administrative Tools > Internet Information Services (IIS) Manager. b. In the Sites list, ensure that there is a web site ready to host the Proxy Connector Web Service, for example Default Web Site. c. Ensure that the Connect As user of the web site s application pool has write permissions to the physical folder. d. Ensure that the application pool Advanced Settings, is set Idle Time-out (minutes) to WatchDox. All rights reserved. 9

10 2. Bind the website to an SSL certificate: a. In the Sites list, click the web site you are using to host the web service. b. In the Actions pane, click Bindings. c. In the Site Bindings window, select https, and click Edit. If https does not exist in the table, click Add to add it. d. Select an SSL certificate for the web site. The SSL certificate must be signed by a trusted CA. e. Click OK to confirm binding, and Close to close the Site Bindings window WatchDox. All rights reserved. 10

11 To install the web service: 1. Double-click ProxyConnectorWebServiceInstaller.msi. 2. Click Next. 3. In the Site box, select the web site that you are using to host the web service. 4. In the Virtual directory box, enter ProxyConnector WatchDox. All rights reserved. 11

12 5. Click Next. 6. Click Next WatchDox. All rights reserved. 12

13 7. Click Close. Set the SSL settings of the virtual directory to require SSL: 1. Open the IIS Manager: Control Panel > Administrative Tools > Internet Information Services (IIS) Manager. 2. Select the ProxyConnector, and then double-click SSL Settings WatchDox. All rights reserved. 13

14 3. Select Require SSL. Windows Service Installation The Windows service installation is performed by running the ProxyConnectorWindowsServiceInstaller.msi file. The installer adds a Windows service. You are prompted for credentials. To install the web service: 1. Double-click ProxyConnectorWindowsServiceInstaller.msi WatchDox. All rights reserved. 14

15 2. Click Next. 3. In the Folder box, enter the path to the folder where you want to install WatchDox Proxy Connector Windows Service, or click Browse to locate the desired folder WatchDox. All rights reserved. 15

16 4. Click Next. 5. Click Next. 6. In the Username box, enter the username of the user that is Windows Service in the following format: domain\name. 7. In the Password box, enter the user password. 8. In the Confirm password box, re-enter the user password. 9. Click OK WatchDox. All rights reserved. 16

17 10. Click Close. Verify the settings in the Windows Service configuration file: 1. In the installation folder (by default: C:\Program Files\WatchDox\WatchDox Proxy Connector Windows Service), open ProxyConnectorWinService.exe.config, and set the following parameters: WebConfigFilePath: enter the physical path of the web service s Web.Config file. TimerInterval: Set the time interval for the Windows service, in seconds. For example, to set the Windows service to run every minute, enter 60. IISWebSiteName: The name of the web site hosting the web service, as it appears in the IIS. 2. Open Control Panel > Administrative Tools > Services. 3. Start the WatchDox SharePoint Connector service WatchDox. All rights reserved. 17

18 3 Configuration Configuration in iapp 1. Open the iapp application. 2. Go the Organization Manager of the relevant organization. 3. In the SharePoint Web Service URL field, add the address of the WatchDox SharePoint proxy machine. 4. Save your changes. Configuration in WatchDox web application SharePoint libraries can be added to the WatchDox environment by users of Super Admin and Admin level in the Admin console. SharePoint Configuration In Configuration > SharePoint Configuration, set your Microsoft SharePoint and WatchDox credentials to define which SharePoint sites to sync with your WatchDox system WatchDox. All rights reserved. 18

19 1. Enter the following SharePoint credentials: SharePoint URLs enter the address(es) of the SharePoint site collections that you want to sync with. Domain enter the domain of the SharePoint username and password Username Enter the username of your SharePoint Site Collection administrator. Password Enter the password of your SharePoint Site Collection administrator. Note: To connect to multiple SharePoint sites, make sure that you provide credentials for a SharePoint Site Collection administrator that has access to all the given SharePoint URLs. 2. Enter the following WatchDox credentials: Username Enter the username of your organization administrator. Password Enter the password of your organization administrator. 3. Click Apply. SharePoint Management In Management > SharePoint Management, assign workspace administrators and define which SharePoint libraries are synced in WatchDox WatchDox. All rights reserved. 19

20 Assigning workspace administrators Define users as default WatchDox workspace administrators so that they automatically become workspace administrators for SharePoint libraries that you add to the Synced libraries list. To assign workspace administrators: 1. In the Assign default WatchDox workspace administrators area, enter the user address. 2. Click Apply. Note: When adding default workspace administrators, the defined users become workspace administrators only to libraries that you subsequently add to the Synced libraries list. To define administrators for existing synced libraries, add the user in the workspace Groups tab. Defining libraries to sync Set which SharePoint libraries are synced with WatchDox. 1. In the Chosen SharePoint URL list, select the URL for the relevant SharePoint site. The synced libraries list appears. 2. To add a library, click Add libraries WatchDox. All rights reserved. 20

21 3. Select the desired library(ies) and click Apply. 4. Click Sync. The libraries are synced and added to the synced libraries list. Default WatchDox workspace administrators can now access the SharePoint libraries through WatchDox, and assign user groups to access the workspace. Repeat this procedure to sync libraries of different SharePoint URLs. To remove a library from the synced libraries list: 1. In the synced libraries list, click Remove Library. 2. Click Remove. The library is removed from the Synced libraries list WatchDox. All rights reserved. 21

22 4 Working with SharePoint workspaces Access your organization s SharePoint libraries through your WatchDox Web application. Work with synced SharePoint libraries as you do with your workspaces. Create folders, and upload, view, and manage your files. SharePoint workspaces and folders are marked with the following icon: WatchDox. All rights reserved. 22

23 5 Known limitations The SharePoint Beta has the following known limitations: SharePoint libraries On initial and periodic sync, libraries for which SharePoint has no change log will not be synced. By default, SharePoint keeps change logs for 60 days. To make sure that all libraries are synced, ensure that every library has been changed within the defined range, or set the defined range to Never. SharePoint libraries with set workflows, check in/check out, and versioning settings cannot be synced with WatchDox. SharePoint library permissions are not supported in WatchDox. Workaround: Create WatchDox groups to manage access permissions. If the name of a library is changed on the SharePoint side, the change is not reflected in WatchDox. Workspaces In WatchDox, you can search for file name or tags you defined in WatchDox only. Renaming SharePoint workspaces is not supported. All actions performed on SharePoint files through WatchDox are logged as WatchDox user in SharePoint. In WatchDox, all actions are logged per user. Actions that are partially successful are treated as unsuccessful. For example, if you try to sync a SharePoint library containing 100 files and one of the files did not sync, the whole library won't sync. Only Organization Administrators can delete SharePoint workspaces by removing the workspace via the WatchDox Admin console. You cannot give a new workspace the same name as an existing workspace WatchDox. All rights reserved. 23

24 Folders Moving folders: Moving SharePoint folders is not supported. Deleting files and folders in SharePoint workspaces moves them to the SharePoint Recycle Bin and deletes them permanently from WatchDox. If necessary, restore the folder or file from the SharePoint Recycle Bin. Advanced upload is not supported for SharePoint workspaces. Files Document libraries in SharePoint that contain custom mandatory fields, either directly or via any content type, are not supported. There is a file size limit of 50 MB. Annotations are available for PDF files only. Online viewer is not available. In the WatchDox ios app, Microsoft Office files are viewed using the WatchDox Editor. In the WatchDox Android app, Microsoft Office files are viewed as secure transfer files. Open Office, *.txt, *.csv, and protected image files are not supported WatchDox. All rights reserved. 24

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