ONE SharePoint Integration

The SharePoint collector can be used to listen on SharePoint lists, document libraries or task list. The collector itself gets deployed as a SharePoint solution package (WSP). This guide shows users through the steps to deploy the solution as well as through the creation and configuration of a service application for ONE – SharePoint integration–as well as some common uses.

Install ONE – SharePoint Integration Components: SharePoint Collector

Download the SitrionONESharePoint.zip package provided by the ONE customer success manager
Copy the SitrionONESharePoint.zip to the SharePoint server that hosts the SharePoint central administration
Log in as a user with Farm Administrator rights and with dbcreator, securityadmin and serveradmin
- If a user is able to log in as the farm account, it typically has the necessary rights. These users are defined in SharePoint Central Administration > Security > Manage the Farm Administrators Group
Unblock SitrionONESharePoint.zip, if applicable
Right-click SitrionONESharePoint.zip and choose Properties
- Click Unblock if that button is present
Extract SitrionONESharePoint.zip. Copy the path to the extracted location

Edit SitrionONEDetails.csv – details for each column are as follows:

Column Name:	Details:
CompanyID	Input the Company ID, which can be retrieved by logging onto one.sitrion.com, then clicking the wrench in the upper right-hand corner. It will be listed on the Get Started page.
SharedKey	The SharedKey is listed on the Get Started page on one.sitrion.com as the Hub Services Shared Key.
DatabaseServer	The SQL server name on which the database for the ONE service should reside.
DatabaseFailoverServer	The failover database server name, if applicable.
ONEDataBaseName	The database name for the new ONE service database. This name should reflect an organization's database naming scheme, as well as provide an easily identifiable name that indicates that this is the ONE service database.
AppPoolName	The name of the application pool that the ONE Service application should use.
AppPoolManagedAccount	To create a new application pool, put the account name of the managed account that should be used here. The managed account should already be defined in SharePoint Central Administration > Security > Configure Managed Accounts. If the application pool specified for the previous entry, AppPoolName, already exists then leave this section, AppPoolManagedAccount, blank.

Save sitrionONEDetails.csv
Right-click and then find Run As Administrator the SharePoint Management Shell (or Powershell command line)
Change the working directory to the path where SitrionONESharePoint.zip was extracted, and where: cd c:\pathtozip\SitrionONESharePoint was earlier copied
Execute .\deployONESharePointIntegration.ps1

one-sharepoint-integration.002.png

Install Verification

Navigate to SharePoint Central Administration > System Settings > Manage Services on Server
Ensure that the One Service is started on at least one system in the farm. In multi-server farms, users may want to stop it on servers other than application tier servers
Verify that Sitrion.One.SharePoint.wsp has successfully deployed in SharePoint Central Administration > System Settings > Manage Farm Solutions
Navigate to SharePoint Central Administration > Application Management > Manage Service Applications
Ensure that the ONE Service and ONE Service Proxy is listed and has a Status of Started
Verify that the ONE Card Publisher farm feature is activated in Central Administration > System Settings > Manage Farm Features

Configure ONE Service Application

The newly minted ONE Service Application will need to be configured with the ONE tenant settings: Company Password and Company-ID.

Both values can be found in sitrionONEDetails.csv, or in the Get Started section on http://one.sitrion.com.

Navigate to SharePoint Central Administration > Application Management > Manage Service Applications
Click on the ONE Service to bring up the Configuration page
Input the Hub Services Shared Key in the Shared Key section and Company ID in the Company ID section
Click Save

Now that this one-time configuration has been saved, a user can go ahead and configure the lists that they would like to use for the SharePoint collector.

Configure Sharepoint Endpoint to ONE

Apps for ideas, microblogs and questions all require that an endpoint be configured to the SharePoint environment in which the actions take place. This section takes users through setting up that required endpoint.

Note that if a user does not have access to Visual Studio, please contact a customer success manager for assistance. They can provide an alternate way to create the endpoint for the SharePoint environment required for the Ask A Question app. Be prepared to provide the community URL noted in the previous step.

Create a new project in Visual Studio using the ONE micro-app template. If you do not have Visual Studio, the Visual Studio 2015 Community edition if provided free by Microsoft.

To gain access to the ONE micro-app template, install the ONE App Builder. This can be found by following these steps:

Load Visual Studio
Click Tools, then Extensions and Updates
Click Online
In the upper right-hand corner search box, search for ONE
Click Sitrion ONE AppBuilder, then Download
Restart Visual Studio to fully install the Sitrion ONE AppBuilder

Now, a user may create a new project by following these steps:

Click File > New > Project
Expand Installed, then Template
Click Sitrion
Select the Sitrion ONE Micro-App, give the project a name and click OK
The user will be prompted to enter their Sitrion ONE credentials – do so
In the upper left-hand corner, click Connect to a System
Provide a name (most likely the SharePoint environment name), then click Sitrion Social under Select a Connector and click Next
Under Connection, select New Endpoint
For the name of the endpoint, put the SharePoint server name
In the URI section under Connection settings, there is a Misc category with Host
As the Host, specify the root URL to the SharePoint environment
- For example, if the full path to the community where it is desired to ask questions is https://yoursharepointurl.com/communities/HelpandFeedback, put https://yoursharepointurl.com as the Host
In the Credentials section, from the AuthenticationMode menu, change it from None to WindowsUser
Put in the correct domain for the account, then specify the password and username of an account with farm administrator access to the SharePoint environment
In the Drag & drop methods section, expand Social Activity Feed and select Ask a question
Click Next. It will take several seconds to create the connection.
- This is all that the Sitrion ONE App Builder will be needed for in this section
Save the project

Blogs

Description

Push blogs to employees' mobile devices, allowing them to get access wherever they are and stand out above all the noise from email and other communication channels.

Capabilities

SharePoint blog card containing picture and text
Distribution from Sharepoint/Office 365 list.
Distribution to one specific role
Distribution to all ONE users

Requirements

Sitrion ONE SharePoint Collector (Sitrion.ONE.SharePoint.wsp)

Blogs Configuration in SharePoint

Create an out of the box SharePoint Blog site, or use an existing one.

Ensure that the Sitrion ONE Card Publisher site collection feature is activated in the site collection containing the blog
- It may be activated through Site Settings > Site Collection features, or with the following Powershell:
- Enable-SPFeature -Identity dbf20100-a2d5-4632-a4a0-bd7b4af8e13c -url http://yoursitecollectionurlhere
Navigate to Site Settings
Under Site Administration, click Sitrion ONE Card Publisher Settings
1. The Manage Web right to use this link will need to be managed, which is typically assigned to users with full control or site collection administrator rights
If this is the first time visiting this page, there will be a button to Create New Connection. Click it
In the SharePoint List drop-down, select the Posts list
Under Actions, select On Create and On Delete
For Message Type, put Sitrion.Sharepoint.Blog.Card
Click Save

Leave all list columns selected.

Blogs Configuration in ONE

Contact the customer success manager to have them share the ONE Blog Card with an organization. Once this app is shared with the organization, take the following steps to complete setup.

Log on to the Sitrion ONE cloud tenant at https://one.sitrion.com; click the wrench in the upper right-hand corner, which navigate to ONE tenant administration
In the Roles section, select Global (or the role of choice) from the drop-down menu
Drag the Sitrion Blog card onto the device and click Save

A user can now test this functionality by creating a blog post on the blog that was just configured, and then by logging into the One App on a device or through http://one.sitrion.com on a browser, and verifying that the post displays.

News Distribution, Notifications & Alerts

Description

Distribute key news to the entire company without extra steps to ensure that employees never miss another important communication.

Capabilities

News/Alert card containing picture and text
Optional header for alerts or warnings
Distribution from SharePoint/Office 365 list
Distribution to one specific role
Distribution to all ONE users

Requirements

ONE SharePoint Collector (Sitrion.ONE.SharePoint.wsp)

News, Notifications & Alerts Configuration in SharePoint

Create an out of the box SharePoint list, or use an existing one.

For a new list:

Import the list template from the provided file, SitrionONENewsListTemplateSP2013.txt, (or SitrionONENewsListTemplateSP2010.txt for SharePoint 2010 environments) using the following in a SharePoint Management Shell (right-click and Run as Administrator). Keep in mind that the user running the following cmdlet should have full control to wherever the list is being put in SharePoint.
- ```
Import-SPWeb -Identity "http://yoursiteurl" -path "C:\pathhere\SitrionONESharePoint\ListTemplates\SitrionONENewsListTemplate.txt" -UpdateVersions Overwrite
```
- This command is also saved in ImportNewsList.ps1 for reference.

Alternatively, without using Powershell, SitrionNewsListTemplateSP2013.stp (or SitrionNewsListTemplateSP2010.stp for SharePoint 2010 environments) can be uploaded to the List Template Gallery in the Site Collection administration settings.

In the List Template Gallery, upload the corresponding .stp file for the SharePoint version
Now when creating a new list in this site, a custom news list template can be chosen.

For an existing list:

Manually add the following list columns (if a column already exists, do not duplicate it):

	Column Type	Type of text	Description
Title *	Single line of text	Plain text	The title of the content displayed in the card
CardType	Single line of text		Additional information or context that displays in the card in the tasks view
CardImage	Single line of text		URL of the image to be included in the card
Summary Text	Single line of text	Plain text	Summary text that is displayed in card in Tasks view
FullText	Multiple lines of text	Plain text	Primary message content
ResourceLink	Single line of text		URL for hyperlink
ResourceLinkLabel	Single line of text		Text that contains link to ResourceLinkLabel
SenderName	Single line of text		Impersonation. Displayed as author in the card.
SenderEmail	Single line of text		Email address of SenderName
CreatePushNotification	Yes/No (check box)		Alert users via a push notification
PushNotificationTile	Single line of text		Title that will display in push notification. Can be the different to Title* field.
PushNotificationDescription	Single line of text		Brief description to compliment PushNotificationTitle
RequiresAlert	Yes/No (check box)		Frames/brands the card with an alert frame
AlertType	Choice (Drop-Down Menu)	Alert Information	Specify the notification type
AlertText	Single line of text		Alert text that will appear in the alert header in card

Ensure that the ONE Card Publisher site collection feature is activated in the site collection containing the news list. It can be activated through Site Settings > Site Collection features, or with the following Powershell:
- ```
Enable-SPFeature -Identity "dbf20100-a2d5-4632-a4a0-bd7b4af8e13c" -url http://yoursitecollectionurlhere
```
Navigate to Site Settings. Under Site Administration click ONE Card Publisher Settings
If this is the first time a user has visited the page, there will be a button to create New Connection. Click it
In the SharePoint List drop-down, select the news list
Under Actions, select On Create and On Delete
For Message Type, put Sitrion.News.Card
Click Save

Leave all list columns selected.

News, Notifications and Alerts Configuration in ONE

Contact a customer success manager to have them share the ONE News Card with an organization. Once this app is shared with the organization, the following steps can be taken to complete the setup.

Log on to the ONE cloud tenant at https://one.sitrion.com
Click the wrench in the upper right-hand corner, which will navigate to the ONE tenant administration
In the Roles section, select Global from the drop-down menu
Drag the ONE News card onto the device and click Save

This functionality can now be tested by creating a new news item in the list previously configured, then by logging into the One app on a device or from the http://one.sitrion.com link on al browser to verify that the item is displayed.

Post a Microblog (Mobile Sharing)

Description

Engage more employees and empower them to post microblogs, share news and pictures to a social intranet.

Capabilities

Share a moment (micro-app)
Quick sharing (card)
Post gets sent to a dedicated Sitrion Social Community

Requirements

ONE Sharepoint Collector for soliciting a question card

Post a Microblog Configuration in Sharepoint

Create a public community or use an existing one. Note the URL for the community.

Post a Microblog Configuration In ONE

Contact a customer success manager to have them share the ONE Mobile Sharing micro-app with an organization. Once this app is shared with an organization, the following steps can be taken to complete the setup.

Log on to the ONE cloud tenant at https://one.sitrion.com
Click the wrench in the upper right-hand corner which takes you to your ONE tenant administration
In the Endpoints section, ensure that an endpoint exists to the Sharepoint environment where posts are planned to be shared
- If an endpoint doesn’t exist, create a new one following the steps outlined in Configure SharePoint Endpoint to ONE section above
In the Roles section, select Global (or another role of choice)
From the drop-down menu, drag the ONE Mobile Sharing micro-app onto the device
Click the ONE Mobile Sharing micro-app on the device. This will open a Configure App pop-up
In Endpoint Configuration for SitrionSocial, select the SharePoint instance that a connection was created to in App Builder
In Application Configuration for Key Place, CommunityName and for Value place a name for the community. Click Add
In Application Configuration for Key Place, CommunityPath and for Value place the path to the community to where a user would like the micro-app to publish microblogs
- For example, if the endpoint host in App Builder had been configured at https://yoursharepointurl.com and the full path to the community was https://yoursharepointurl.com/communities/HelpandFeedback the user would place as the Value for CommunityPath /communities/helpandfeedback.
Click Add.
Click Close, then Save.

This functionality can now be tested by logging into the ONE App on a device, or on http://one.sitrion.com on a browser, and scrolling right to Services, clicking the ONE Mobile Sharing micro-app, typing a post and tapping share. Then, browse to the community configured to verify that the question made it.

Ask a Question

Description

Allow employees to ask questions. Solicit questions during a defined time, such as in a town hall meeting.

Capabilities

ONE Ask a Question Version 1.1 (micro-app)
Solicit a question (card)
Questions get posted in a dedicated social community

Requirements

ONE Sharepoint Collector for soliciting a question card

Ask a Question Configuration In Sharepoint

Create a public community or use an existing one. Note the URL for the community.

Solicit a Question Configuration in Sharepoint

Create a public community or use an existing one.

In the Site Settings of the public community, activate the ONE Question Solicitation site feature. This creates a list titled ONE Question Solicitation Card List, accessible through site contents, in addition to creating the ONE Card Publisher entry for the list. Adding a new item to the list will trigger the card to solicit questions.

Ask a Question Configuration In ONE

Contact a customer success manager to have them share the ONE Ask A Question micro-app with an organization. Once this app is shared with an organization, take the following steps to complete the setup.

Log on to the ONE cloud tenant at https://one.sitrion.com
Click the wrench in the upper right-hand corner that navigates to the ONE tenant administration
In the Endpoints section, ensure that an endpoint exists to the Sharepoint environment where questions are planned to be shared
- If an endpoint doesn’t exist, create a new one following the steps outlined in Configure SharePoint Endpoint to ONE section above.
In the Roles section, select Global (or the role of choice) from the drop-down menu
Drag the ONE Ask a Question micro-app onto the device
Click the ONE Ask a Question micro-app on the device. This will open a Configure App pop-up
In Endpoint Configuration for SitrionSocial, select the SharePoint instance that a connection was created to in App Builder
In Application Configuration for Key Place, CommunityName and for Value place a name for the community. Click Add
In Application Configuration for Key Place, CommunityPath and for Value place the path to the community to where a user would like the micro-app to publish questions
- For example, if the endpoint host in App Builder had been configured at https://yoursharepointurl.com and the full path to the community was https://yoursharepointurl.com/communities/HelpandFeedback the user would place as the Value for CommunityPath /communities/helpandfeedback.
Click Close, then Save

This functionality can now be tested by logging into the ONE App on a device, or through http://one.sitrion.com on a browser, scrolling right to Services, clicking the ONE Ask a Question micro-app, typing a question and tapping Submit Question. Then browse to the community previously configured to verify that the question made it through.

Solicit a Question Configuration in ONE

Contact a customer success manager to have them share the ONE Solicit Question card with an organization. Once this app is shared with an organization, take the following steps to complete the setup.

Log on to the ONE Cloud tenant at https://one.sitrion.com, click the wrench in the upper right-hand corner that navigates to the ONE tenant administration
In the Roles section, select Global (or another role of choice) from the drop-down menu
Drag the ONE Solicit Question micro-app onto the device.
Click Close, then Save.

To test the ONE Solicit Question card, navigate to the ONE Question Solicitation Card List, accessible through site contents. Adding a new item to the list should trigger the card to solicit questions.

Ideas

Description

Push new idea campaigns directly to employees and let them share ideas in real-time.

Capabilities

Submit an idea (micro-app)
Solicit an idea (card)
Ideas get posted to a dedicated social community

Requirements

ONE Sharepoint Collector

Submit Idea Configuration in Sharepoint

Create a public ideas campaign or use an existing one. Note the URL.

Solicit Idea Configuration in Sharepoint

Create a public ideas campaign or use an existing one.

In Site Settings of the Idea Campaign, activate the ONE Idea Solicitation site features. This creates a list titled ONE Idea Solicitation Card List, accessible through Site Contents, in addition to creating the ONE Card Publisher entry for the list. Adding a new item to the list will trigger the card to solicit ideas.

Submit Idea Configuration In ONE

Contact your Customer Success Manager to have them share the Submit an Idea micro-app with your organization. Once this app is shared with your organization, you can take the following steps to complete setup.

Log on to your ONE cloud tenant at https://one.sitrion.com, click the wrench in the upper right-hand corner that navigates to the ONE tenant administration
In the Endpoints section, ensure that an endpoint exists to the Sharepoint environment where ideas are planned to be shared
- If an endpoint doesn’t exist, create a new one following the steps outlined in Configure SharePoint Endpoint to ONE section above
In the Roles section, select Global from the drop-down menu
Drag the ONE Submit an Idea micro-app onto the device
Click the ONE Submit an Idea micro-app on the device. This will open a Configure App pop-up
In Endpoint Configuration for SitrionSocial, select the SharePoint instance that a connection was created to in App Builder
In Application Configuration for Key Place, CommunityPath and for Value place the path to the community/ideas campaign to where a user would like the micro-app to publish ideas
- For example, if the endpoint host in App Builder had been configured at https://yoursharepointurl.com and the full path to the community was https://yoursharepointurl.com/communities/HelpandFeedback the user would place as the Value for CommunityPath as /communities/helpandfeedback.
Click Add
Click Close then Save

Optionally, a subsite campaign can be specified:

In Application Configuration for Key Place, CommunityPath and for Value place the path to the sub-site community to where a user would like the micro-app to publish ideas
For example, if the endpoint host in App Builder had been configured at https://yoursharepointurl.com and the full path to the sub-site community was https://yoursharepointurl.com/communities/HelpandFeedback/subsite the user would place as the Value for CampaignPath as /communities/helpandfeedback/subsite.
Click Add
Click Close and Save

This functionality can now be tested by logging into the ONE App on a device, or through http://one.sitrion.com on a browser, scrolling right to Services, clicking the ONE Submit an Idea micro-app, typing an idea and tapping Submit Idea. Then browse to the community configured to verify that the idea made it through.

Solicit Idea Configuration In ONE

Contact a customer success manager to have them share the ONE Solicit Idea Card with an organization. Once this app is shared with an organization, take the following steps to complete the setup.

Log on to the ONE cloud tenant at https://one.sitrion.com, click the wrench in the upper right-hand corner which will navigate to the ONE tenant administration
In the Roles section, select Global (or another role of choice) from the drop-down menu
Drag the ONE Solicit Question micro-app onto the device
Click Close, then Save

To test the ONE Solicit an Idea card, navigate to the ONE Question Solicitation Card List, accessible through site contents. Adding a new item to the list will trigger the card to solicit ideas.

Mobile Interaction

Description

Drive employee engagement and encourage them to reach out. Offer support by providing a button to call and/or write an email.

Capabilities

Interaction card containing picture, text and contact controls
Distribution to one specific role
Distribution to all ONE users

Requirements

ONE SharePoint Collector

Mobile Interaction Configuration for SharePoint

Create an out of the box SharePoint list, or use an existing one.

For a new list:

Import the list template from the provided file, SitrionONEInteractionListTemplateSP2013.txt, (or SitrionONEInteractionListTemplateSP2010.txt for SharePoint 2010 environments) using the following in a SharePoint Management Shell (right click and run as administrator) Keep in mind that the user running the following cmdlet should have full control to where you are putting the list in SharePoint.
- ```
Import-SPWeb -Identity "http://yoursiteurl" -path "C:\pathhere\SitrionONESharePoint\ListTemplates\SitrionONEInteractionListTemplate.txt" -UpdateVersions Overwrite
```

Alternatively, without using Powershell:

Upload SitrionInteractionListTemplateSP2013.stp (or SitrionInteractionListTemplateSP2010.stp for SharePoint 2010 environments) to the List Template Gallery in the site collection where the list is intended to be used
In the List Template Gallery, upload the corresponding .stp file for the SharePoint version
Now when creating a new list in this site, choose this custom interaction list template

For an existing list:

Manually add the following list columns (if a column already exists, do not duplicate it):

Column	Type	Type of text	Description
Title	Single line of text		Title of the content displayed on the card.
ImageLink	Single line of text		Provide a link to an image to use in the Interaction card.
CardTitle	Single line of text		This contains the text displayed on the card title.
CardType	Single line of text		Additional information or context that displays in the card in the tasks view.
CardText	Multiple lines of text	Plain text	Primary message content.
PhoneNumber	Single line of text		Work phone number of the contact.
Email	Single line of text		Work email address of the contact.
PushNotification	Yes/No		Should this card send a push notification to the mobile device?
CardExpiry	Date and Time		When should this interaction card expire?

Ensure that the ONE Card Publisher site collection feature is activated in the site collection containing the news list. It can be activated through Site Settings > Site Collection Features, or with the following Powershell:
- ```
Enable-SPFeature -Identity "dbf20100-a2d5-4632-a4a0-bd7b4af8e13c" -url http://yoursitecollectionurlhere
```
Navigate to Site Settings. Under Site Administration, click ONE Card Publisher Settings
If this a user's first time visiting this page, there will be a button to create New Connection. Click it
In the SharePoint List drop-down, select the interaction list.
Under Actions, select On Create and On Delete
For Message Type, put Sitrion.Interaction.Card
Click Save.

Leave all list columns selected.

ONE Configuration for Mobile Interaction

Contact a customer success manager to have them share the ONE Interaction Card with an organization. Once this app is shared with an organization, take the following steps to complete the setup.

Log on to your ONE cloud tenant at https://one.sitrion.com , click the wrench in the upper right-hand corner which will navigate to the ONE tenant administration
In the Roles section, select Global (or another role of choice) from the drop-down menu
Drag the ONE Interaction Card onto the device and click Save

This functionality can be tested by creating a new item in the interaction list that was previously configured in SharePoint. Then, log into the One App on a device, or through http://one.sitrion.com on a browser, to verify that the interaction item is displayed.

Expert Search

Description

Get real-time, mobile access to relevant data of an expert, email and profile.

Capabilities

Find an expert based on SharePoint employee profile

Requirements

SharePoint 2013.

Expert Search Configuration in ONE

Contact a customer success manager to have them share the ONE Mobile Expert Search 2013 micro-app with an organization. Once this app is shared with an organization, take the following steps to complete the setup.

Log on to the ONE cloud tenant at https://one.sitrion.com, click the wrench in the upper right-hand corner which will navigate to tenant administration.
In the Endpoints section, ensure that a Search Rest endpoint exists to the Sharepoint environment where it is planned to search back for expertise. If an endpoint doesn’t exist for the SharePoint search, contact a customer success manager
In the Roles section, select Global (or another role of choice) from the drop-down menu
Drag the ONE Mobile Expert Search 2013 micro-app onto the device
Click the ONE Mobile Expert Search 2013 micro-app on the device. This will open a Configure App pop-up
In Endpoint Configuration, select the SharePoint Search Rest instance that a connection was created to in App builder
Click Close, then Save

This functionality can now be tested by logging into the ONE App on a device, or on http://one.sitrion.com on a browser, scrolling right to Services, clicking the ONE Mobile Expert Search 2013 micro-app and then typing query.

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