Central configuration and publishing of client settings

The OnePlace Solutions suite of products can be configured to meet many business requirements.  It is optional to change any configurations but is normally considered a part of an enterprise deployment.  Some common configurations include:

1. Defining one or more site/site collection connections
2. Defining one or more search pages
3. Renaming some of the buttons/labels
4. Suppressing the results window when saving content
5. Setting the license list URL (although this is normally performed via an MSI switch on installation)

Once you have created a configuration file (config_update.xml file) you can either:

1. Manually deploy the file to one or more user/groups of user 
2. Centrally publish the configuration file in a SharePoint list and OnePlaceLive will synchronize the configurations to the user/client machine in a similar manner to Solution Profiles.

Publish a configuration file

1. Select the Client Configuration tab
2. Click 'Open Client Configuration list in SharePoint...'

   This will open a web browser window to the Configuration Settings list in SharePoint

   

3. Select 'new item'

4. Complete Configuration Settings form:

   • Title: e.g. Finance Department Configuration

   • Priority: If a user has security access to multiple configuration files, the priority will determine which configuration file is selected for processing.  Note: Priority 1 is the highest priority and will take precedence over priority 2,3,4, etc...

   • Version: If a modification is made to the config_update.xml file, you must increment the version number prior to the client receive the update configuration

5. Attach File

   • Attach your configuration file (filename can be a preferred friendly name to distinguish different configurations e.g. config_update_finance.xml)

6. Save the list item 

Important

The SharePoint security (item level) will determine the configuration file received/synchronized to the end user. In the event of have different configuration files for different departments/user groups, you should set security on the item appropriately so only the relevant configurations are available  to the end user.

All users with a OnePlaceLive license can synchronize the configuration settings from the Configuration Settings list.