Best practices, downloads and resources

The following provides the best practice guide for enterprise deployments of the OnePlace Solutions desktop software.

1. Download Software

Download the required .msi files for OnePlaceMail & OnePlaceDocs in preparation for packaging

 

2. Email Columns

To capture and promote email attributes when saving emails and attachments to SharePoint the appropriate SharePoint columns should be created.

The email columns are standard SharePoint columns. The below PnP script will assist with the creation of these columns.

 

3. Central Administration

All configuration of the OnePlace Solutions software is centrally managed in SharePoint.

A standard site collection is to be created with 3 lists to store configuration settings. The below PnP script will assist with the creation of the site collection.

 

4. Licensing

Licensing of the OnePlace Solutions desktop software (R7.x) is centrally managed in a SharePoint list.

The license list is created automatically as part of the OnePlace Solutions site.

 

To complete the licensing steps please click here

 

5. Central Configuration

All configurations of OnePlace Solutions desktop software is centrally managed and stored in the OnePlace Solutions Administration site.

Connect to the central configuration site by launching the OnePlaceLive client application from your desktop.

The short video below demonstrates managing configuration settings

 

6. Solution Profiles (optional)

Solution profiles provide a powerful way to personalize SharePoint solutions to help drive greater adoption.

The below resources will provide further understanding of some of the possibilities

 

Personalizing SharePoint / Office 365 solutions

1. OnePlaceLive Solution Profiles Overview
2. Solution Profiles example: Project Management
3. Solution Profiles example: Legal Matter Management
4. Solution Profiles example: Human Resource Management

Technical setup documentation

Solution Profiles setup

Please contact OnePlace Solutions for a demonstration or to assistance with any questions.

 

7. Package and Deploy

OnePlace Solutions provides msi files for packaging and deploying the desktop software

1. Download the relevant .MSI files for your environment
2. Confirm all pre-requisites have been deployed to your environment
3. Package the .msi files for deployment with appropriate switches

Note: The OnePlaceLive Administration client software only needs to be installed on Administrator desktops (not to all end users)

 

8. Internal Training

Leverage the online help and videos to provide users with the best start