WORKSHARE CONNECT SHAREPOINT INTEGRATION

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Trademarks

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Disclaimers

The authors/publishers of this guide and any associated Help material have used their best efforts to ensure accuracy and effectiveness. Due to the continuing nature of software development, it may be necessary to distribute updated Help from time to time. The authors would like to assure users of their continued best efforts in supplying the most effective Help material possible.

The authors/publishers, however, make no warranty of any kind, expressed or implied, with regard to Workshare programs or Help material associated with them, including this guide. The authors/publishers shall not be liable in the event of incidental or consequential damages in connection with, or arising out of, the programs or associated Help instructions.

Copyright

© 2014. Workshare Ltd. All rights reserved. Workshare Professional and Workshare DeltaView are registered trademarks of Workshare Ltd. Workshare Compare, Workshare Protect, Workshare 3, Workshare DeltaServer, SafetyGain, and the Workshare logo are trademarks of Workshare Ltd. All other trademarks are those of their respective holders.

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INTRODUCING WORKSHARE SHAREPOINT

INTEGRATION

This guide is to help you download and install the SharePoint integration for Workshare Connect.

The integration of Connect with Microsoft SharePoint enables users to upload files and folders to Connect from within Microsoft SharePoint. In this way users can share documents with multiple people outside the corporate firewall.

SYSTEM REQUIREMENTS

The Workshare Connect SharePoint integration supports Microsoft SharePoint 2010 and Microsoft SharePoint 2013 (with the latest Service Packs installed). The supported browsers are shown in the following table.

Browser SharePoint

2010 2013 32-bitSharePoint SharePoint 2013 64-bit

Microsoft Internet Explorer 10 Yes Yes Yes – with

limitations

Microsoft Internet Explorer 7 No Yes Yes – with

limitations

Google Chrome Yes Yes No

Mozilla Firefox Yes Yes No

Apple Safari (on Windows and OS X) Yes No Yes

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DEPLOYING THE INTEGRATION FILE

In order to integrate SharePoint with Connect, the administrator must install a WSP file on the SharePoint server. The file is downloaded from the Servicestab in the Workshare Connect Admin Console.

To deploy the Connect integration file:

1. In the Servicestab in the Workshare Connect Admin Console, select Integrationsin the left menu.

2. Click Download Sharepoint Integrationand save the zip file.

3. Extract the WSP file from the saved zip file to a local directory, for example, C:\Demo. 4. Ensure that the SharePoint 2010 Administration service is running (Administrative Tools >

Services).

5. Open SharePoint 2010 Management Shell as an administrator.

 If you are logged in as an administrator and UAC is off, click Start>Microsoft SharePoint 2010 Products> SharePoint 2010 Management Shell. Click Yes in the UAC message and enter credentials if requested.

 Otherwise, click Start>Microsoft SharePoint 2010 Products, right click SharePoint 2010 Management Shell and select Run as administrator.

6. Browse to the directory where you extracted the WSP file. 7. Run the following commands:

Add-SPSolution –LiteralPath c:\demo\WorkshareCloud.wsp and then

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8. The Connect integration is now installed on all your SharePoint servers. To confirm this, go to Central Administration>System Settings>Manage Farm Solutions.

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ACTIVATING SHAREPOINT INTEGRATION

Once you have deployed the Connect SharePoint integration file to SharePoint, you must activate the feature on the site where you want to use it.

To activate the integration:

1. In your SharePoint site, select Site Actionsand then Site Settings. 2. From the Site Actions area, select Manage Site Features.

3. Scroll down to Workshare Cloud Integration and click Activate.

4. Browse to any document or folder in your SharePoint site, select it and open the dropdown menu.

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6. Again select any document or folder and now the dropdown menu shows Send to Workshare.

Your users can now upload files and folders to Connect from within Microsoft SharePoint as well as synchronize updated Connect files and folders back into SharePoint.

TROUBLESHOOTING

In order to view the dropdown menu and select Send to Workshareor Sync from Workshare, users must first select the document or folder by selecting the checkbox to the left of the document or folder. If they don’t do this, an error is displayed informing them that they must select the document or folder first.

In order to avoid this need to select the checkbox first, you can configure SharePoint as follows: 1. On the Home page find value of “id” attribute of element, which renders the Document View

Web Part (for example id is “MSOZoneCell_WebPartWPQ1_use_your_id”). Use for this dev tools in browser.

2. Using SharePoint Designer open Home page in advanced mode.

3. Add new “asp:Content”element for example with name “fix_error_or_your_name” 4. Add <input type="hidden" name="_wpSelected" id="_wpSelected"

value="MSOZoneCell_WebPartWPQ1_use_your_id" />as content of created “asp:Content”element

5. Now your Home page should have :

<asp:Content ContentPlaceHolderId="fix_error_or_your_name" runat="server">

</asp:Content> 6. Save page to server.

7. Open in advanced mode master page for Home page. It is better to make back up of master page before, or edit it is copy and set copy as master page for Home page.

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<asp:ContentPlaceHolder id="fix_error_or_your_name " runat="server"> </asp:ContentPlaceHolder>