THIS ARTICLE IS A COPY FROM HELP.WORKBOOK.NET - NEEDS REWRITING & IMAGES
WorkBook integrates with Microsoft OneDrive for Business. This enables your organizations to use the Microsoft Office365 offerings together with WorkBook. When configured, WorkBook will be able to upload and download files directly from OneDrive for Business.
You can also see the files associated with the current job, and even have WorkBook create job folders in OneDrive every time you create a new client, prospect or a jobThis specific guide will guide you to set up the OneDirve.
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ByTangram needs to be notified that you wish to use Office 365 as storage during installation or consulting. |
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Certain characters are not allowed in SharePoint so be informed during a test run you might see errors on that specific part. |
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REQUIREMENTS
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INSTALLATION & CONFIGURATION
Before you begin
Before you begin, an Administrative user for the Office 365 Installation is required. This user needs Once you’re ready to start the configuration you need to make sure that you have access to an administrative user within WorkBook as well as on Office 365. The specific user must have full access to the SharePoint Site used to store the OneDrive for Business files.
In addition to that, you will need to know the URL for the SharePoint Site address.
Deltek needs to be notified that you wish to use this Storage Provider as we need to add the WorkBook URL in question in our setup.
Step 1 – Add the “Office 365 SharePoint” Storage Provider
Once you have added the storage provider to WorkBook, enter the required configuration values.
The required values are:
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site that will host the files WorkBook automatically creates and manages.
Within WorkBook navigate to:
Settings > folders, reports & documents > storage, and folders setup
Select the 3rd item “storage provider”
Create a new storage provider
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Create a new storage provider using the “add entry” icon
Select type “Office 365 SharePoint” from the dropdown menu (as shown in the image below)
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At the bottom of the view fill out the following details:
ServiceEndpointUri ( This will be the full address to your SharePoint site suffixed with /_api/ )
ServiceResourceId ( This will be the domain of your SharePoint installation prefixed with https:// ()
Examples below;
ServiceEndpointUri: https://
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ServiceResourceId: https://
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Step 2 – Authenticate with Office 365
Select the Key icon in the toolbar located over My Settings.
This will open a popup window where you need to enter your Office 365 credentials.
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Step 3 – Confirm that the integration is functioning
Confirm that Office 365 SharePoint Integration is functioning by running the storage provider test.
Mark the correct Storage Provider and click the ‘Test’ icon
Once the Endpoint and ResourceId is filled out within WorkBook you can go ahead and press the “authenticate” icon
A pop up will show ( make sure you have enabled pop up for this in your browser )
Enter your Microsoft details for your administrative account and press “Next”
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Once authenticated you are good to go!
You can now enable Office 365 and perform a test to make sure the integration is working as intended.
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TESTING
After completing the authentication and enabling Office 365 you’re able to test the solution to make sure the connection is established.
Test the connection by clicking the test storage provider icon
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TROUBLESHOOTING
IT DOESN’T AUTHENTICATE |
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If you can’t authenticate correctly you have to make sure that you informed the ByTangram team that you’re using Office 365 and want to integrate storage into it, If you do not you’re not going to be able to connect it. |
MY TEST CONNECTION FAILS |
Some of this test might fail due to certain characters not allowed in SharePoint. |
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Conclusion
You can now use your OneDrive for Business with WorkBook.
For help with configuring the job and resource folders, please see this guide: Storage Provider and WebDav.
TROUBLESHOOTING
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RESPONSEIf your testing results fail in WorkBook it might be due to incorrect setup, please revisit the options above. If you are still stuck, feel free to contact our support team directly. We will be happy to help you move forward. Best of luck! |
ARTICLE TEST DATA |
This screenshot is an example of the test that was performed by the ByTangram team. This information is no longer relevant but might help you in completing the relevant fields.  |
NOTHING SHOWS UP IN THE BOTTOM GRID |
When you create a new storage provider the bottom grid might not update instantly. If you don’t see anything, please either refresh the page or navigate to a different storage provider and back again. This will refresh the grid and show the settings for it.  |
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Some missing information here - Kye / Nicky?