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Connect to SharePoint / Office 365

Prior to using OnePlaceMail, you must connect to a SharePoint/Office 365 location. 

Your OnePlace Solutions Administrator may deploy one or more connections as part of your installation

Make a connection to SharePoint

Adding a connection to SharePoint/Office 365 can be performed from the Navigation tree.  As the navigation tree is shared throughout the OnePlace Solutions suite of products, a connection to SharePoint can be performed in a few places. 

ClosedOption 1: Save content and add a connection

1. Browse to your SharePoint site and copy the URL in the address bar.

2. Open OnePlaceMail - Click Copy/Move to SharePoint in the Outlook ribbon

3. Select '...Click to Add SharePoint Connection...' under the SharePoint node of the navigation tree

 

  • Enter (or Copy/Paste from your web browser) a SharePoint site URL
    • Optional: select 'Advanced' to resolve the entered URL to the Site as opposed to the Site collection

  • Select 'OK' to resolve and confirm the connection.

    • Upon successfully connecting to SharePoint/Office 365, you will receive a success window.

    The resulting connections will appear in the navigation tree.

     

     

    ClosedOption 2: Launch favorites and add a connection
    1. Browse to your SharePoint site and copy the URL from the address bar..
    2. Open Favorites

    2. Select '... Click to Add SharePoint Connection"

    The following dialog will appear:

     

    1. Enter (Copy / Paste from Web browser) the SharePoint URL
    2. (optional) Modify the Advanced options to select 'Resolve to the Site level'
    3. Select 'Test' to resolve the URL to the current Site Collection or Site
    4. Select 'Ok' to resolve and confirm the connection.

    Upon successfully connecting to SharePoint/Office 365, you will receive a success window.

    The resulting connections will appear in the navigation tree.

     

    You can add connections to one or more SharePoint environments.  This may include both Office 365 and on-premise installations.