Below follows a simplified set of instructions in order to get mxHero working integrated with Sharepoint Online.
Important step if you are planning to use Sharepoint Online or OneDrive for attachment replacement with links
- Open the following URL once logged in to your Office.com portal: https://go.microsoft.com/fwlink/?linkid=2185222
- Allow "Anyone" sharing for Sharepoint Online and/or OneDrive and then click on "Save" at the bottom.
Creating your Sharepoint Online Site
- Browse your Sharepoint Online Home.
- On the top right, click on "Create Site".
- Select "Team Site".
- Give it a name, and make sure the option Privacy is set to "Private".
- Assign it at least one member (could be a service or admin account) and click Finish.
- Please follow the next steps if you are setting up Sharepoint Online to work with attachment replacement with links in mxHero.
- Click here to go to the Active Sites management in the Sharepoint Online Admin Center.
- Select the newly created site and then click on "Sharing" at the top menu.
- On the "External Sharing" option, click on "Anyone" and then click Save.
Gathering your Sharepoint Online Site ID and Web ID for connecting with mxHero
This is a key process for connecting both applications. mxHero needs the Sharepoint Online Site ID and Web ID in order to connect to the correct tenant and instance. These IDs can be retrieved by calling two specific URLs when logged in to your Office.com portal.
To collect the Site ID, use the suffix "_api/site/id" in the Sharepoint Online site URL, as shown in the below example:
Now, to collect the Web ID, use the suffix "_api/web/id", example below:
Replace MY_ORGANIZATION and MY_SITE with your Sharepoint Online tenant name and site name respectively. Save both the Site ID and Web ID to be used in the below step. The result for both queries will be a XML output like the below:
Make sure you copy the full GUID for both results.
Setting up mxHero to utilize the Sharepoint Online site
- Select the application in the mxHero dashboard that you would like to integrate.
- Select the storage option "OneDrive for organizations".
- The Sharepoint Site input should be composed by "SITE_ID,WEB_ID" (with a comma between both), as shown below:
- All set. The rest of the configuration is the same as of the other cloud storages.
Separating the user folders with individual sharing
If you are using this integration for attachment replacement with links, you might want to have an individual folder for each user in your organization, and only the actual owners of the content should have access to their corresponding folders on the Sharepoint Online site. In order to do it, please configure your folder structure as follows:
The storage user ID variable is the corresponding managed account in the organization, whether it's sending or receiving emails. As an example, if firstname.lastname@example.org is sending an attachment for an external used, it will end up in Sharepoint in a folder structure like:
And the root folder "email@example.com" will be accessible only by Mary.
If you have any other questions, please reach out to our support team at firstname.lastname@example.org.