Best practices, downloads and resources

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

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.

Office 365 & SharePoint On-premises 2019 | 2016 | 2013

Select the following options

1. Deploy email site columns to sites via SharePoint PnP to your site collection: link
2. Deploy email site columns to sites, via SharePoint PnP : create email content type, add these to defined document libraries, and create a view: link

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.

Office 365 & SharePoint On-premises 2019 | 2016 | 2013

Select the following link for instructions

• 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

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

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.

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

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