This section outlines how the integration works and what components are required and interacting.
• A SuperOffice Online paid subscription (This app is available for all SuperOffice user plans)
• A Microsoft Office365 subscription (All users of the SuperOffice Online tenant must have and use a Microsoft Office365 user account)
All O365 users need minimum read access to Root of the SharePoint site
• In O365: Azure Active Directory (used for authentication) (It is usually called: “Active Directory Integration”)
• The "SuperOffice Archive" and the "SuperOffice Template" folders need to be located on the Root of the SharePoint site, and not as a sub-site or a virtual site. See "Troubleshooting tips" for more information.
• To create new content types (see step 2), you need the SharePoint settings to "allow user to run custom scripts" activated < 24 h. before setup. You may perform the other steps in the meantime / create new content types at a later time.
Considerations / Security
We currently do not support adding the App to a "Site Collection". The folder needs to be a relative path to the root of the SharePoint site.
Default access permission on documents
Documents created via SuperOffice which are hosted in SharePoint will be given a default-permission based upon what access rights are set on the SharePoint folder.
NOTE:
• All documents written in SuperOffice will be stored in the O365 SharePoint cloud if the template is set up for it, and available to open and edit in SuperOffice CRM Online
• If you want to use O365 to edit SuperOffice templates, the SuperOffice templates need to be moved from SuperOffice to O365 SharePoint
• Existing documents will not automatically be moved from SuperOffice to O365 SharePoint
• Moving existing documents to or from SuperOffice and O365 SharePoint is not supported
• Moving existing templates to or from SuperOffice and O365 SharePoint can be performed in the Admin client
Troubleshooting tips:
There are 5 tips to address
a) Use correct site library type in SharePoint
b) Update access rights for the users
c) (Re-)Adding trust to the app
d) Check permissions
e) Edit scope of the app trust
a) Use correct site library type in SharePoint
The SuperOffice Archive needs to be a “Document library”, and located on the Root area of your SharePoint site.
There is no support for configuring the Office365 integration to use "sub-site" or a "virtual site".
(1) = Root
(2) = Site collection ("sub-site" or a "virtual site")
A virtual site or "sub-site" will typically have an address of URL: https://[your domain-name].sharepoint.com/sites/superoffice (not supported)
Archive path and Template Path is relative to Root of SharePoint
1) The address of the “SharePoint domain name URL" will most likely be ”https://[your domain-name].sharepoint.com"
A virtual site or subsite will typically have an address of URL: https://[your domain-name].sharepoint.com/sites/superoffice (not supported)
2) The SuperOffice Archive needs to be a “Document library”, and located on the Root area: In the Root of your SharePoint site: Click “New” and choose “Document library”.
The address of “Archive Path URL" will most likely be ie.: ”https://[your domain-name].sharepoint.com/SuperOffice_Archive/"
(we will use the relative path to Root -> "/SuperOffice_Archive/" for our setup)
A virtual site or subsite for the archive folder will typically have an address of URL: https://[your domain-name].sharepoint.com/sites/superoffice/SuperOffice_Archive/ (not supported)
3) The 'Template' folder is a folder within the SuperOffice Archive “Document library”. The address of “Template Path URL" will most likely be ie.: ”https://[your domain-name].sharepoint.com/SuperOffice_Archive/Template/"
or
https://[your domain-name].sharepoint.com/SuperOffice_Archive/Forms/AllItems.aspx?id=%2FSuperOffice_Archive%2FTemplate
(we will use the relative path to Root or the SuperOffice Archive -> "/SuperOffice_Archive/Template/" for our setup)
A virtual site or sub-site for the template folder will typlical have address of URL: https://[your domain-name].sharepoint.com/sites/superoffice/SuperOffice_Archive/ (not supported)
or
URL: https://[your domain-name].sharepoint.com/sites/superoffice/SuperOffice_Archive/Forms/AllItems.aspx?id=%2Fsites%2Fsuperoffice%2FSuperOffice_Archive%2FTemplate/ (not supported)
Document Center
There is no support in the SuperOffice Office365 SharePoint integration for using "Document Center" for the SuperOffice Archive, it needs to be a “Document library”.
b) Update access rights for the users
During login to CRM Online with O365 authentication activated (N/A for SuperId with IDP)
-- "We were unable to log you in through Office 365. Error: access_denied."
This is due to users does not have sufficient read access to the SharePoint Group area where the Integration App is, and/or users do not have sufficient read access to the SharePoint root area
During upload of new templates or creating new documents in SharePoint
Error saving document
No access
An error occured while saving
1. Update access rights
Either update access rights for the Root and/or the folder,
or create a new Group with a minimum of "read" access *, and add the users to this Group.
* You need "Edit" for documents (in the document library), and "read" (in the area of the App) for using the App for logging in. Therefore, in this scenario (logging in) user needs "read" (in the area of the App).
Create a new Group
Admin -> Admin centers -> SharePoint -> site collections -> Open the web Site Address (...sharepoint.com) -> Site contents -> Site settings -> [Users and Permissions] -> Site Permissions -> Create Group -> add users to this group
"Read" for root and the “Document library” should be enough for the Integration App
Modify existing groups:
2. Check Permissions
Use this to identofy what the users rights are, and if they are sufficient to the task.
3. Correct document library name and folder names
If the document library name or foldername has changes or was you submitted the wrong values during setup, make sure paths are relative to the root, and correct.
c) (Re-)Adding trust to the app
- Adding trust to the app once more can resolve issues when there is something wrong with the app' permissions:
Admin -> Admin centers -> SharePoint -> site collections -> Open the web Site Address (...sharepoint.com) -> Site contents -> [...] for the app -> Manage permissions -> click "click here to trust it again":
d) Check permissions
[Check permissions] under "Site Permissions" can also be helpful in making sure users have access.
Error when creating a document in CRM Online
-- "Error saving document..."
This is due to users do not have sufficient read access to the SharePoint Root area or 'edit' access to the document library.
Either update access rights for the Root or the document library,
or create a new Group with a minimum of "Edit" *, and add the users to this Group:
Admin -> Admin centers -> SharePoint -> site collections -> Web Site Address (...sharepoint.com) -> Settings for website -> Area access rights -> Permissions -> add group
You need "Edit" for documents (in the document library), and "read" (in the area of the App) for using the App for logging in.
e) Edit scope of the app trust
If the app somehow asks for wrong scope for what it trusts, scope can be manually changed to "write" - to be able to have proper credentials when trying to create documents in SharePoint: