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 takes you through the steps to deploy the solution as well as 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 your ONE Customer Success Manager.

Copy SitrionONESharePoint.zip to the SharePoint server that hosts SharePoint Central Administration.

Log in as a user with Farm Administrator rights and dbcreator, securityadmin and serveradmin. If you are 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 your Company ID which you can retrieve 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 stated page on one.sitrion.com as Hub Services Shared Key.
DatabaseServer	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 your organizations database naming scheme, as well as providing an easily identifiable name that indicates this is the ONE service database.
AppPoolName	The name of the Application Pool that the ONE Service application should use.
AppPoolManagedAccount	If you want to create a new application pool, put here the account name of the managed account it should use. The managed account should already be defined in SharePoint Central Administration -> Security -> Configure Managed Accounts. If the application pool that you specified for the previous entry, AppPoolName already exists, leave this section, AppPoolManagedAccount, blank.

Save sitrionONEDetails.csv.

Right-Click and Run As Administrator the SharePoint Management Shell (or Powershell command line).

Change the working directory to the path where you extracted SitrionONESharePoint.zip, that you had copied earlier: cd “c:\pathtozip\SitrionONESharePoint”

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, you may want to stop it on servers other than application tier servers.

Verify that Sitrion.One.SharePoint.wsp is 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

You’ll need to configure the newly minted ONE Service Application with your ONE tenant settings: Company Password and Company-ID.

You can find both values in sitrionONEDetails.csv or in the get started section on 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 your Hub Services Shared Key in the Shared Key section and Company ID in the Company ID section. Click Save.

Now that you have saved this one-time configuration, you can go ahead and configure the lists that you 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 you through setting up that required endpoint.

Note: If you do not have access to Visual Studio, please contact your Customer Success Manager for assistance. They can provide an alternate way to create the endpoint for your SharePoint environment required for the Ask A Question app. Be prepared to provide the community url you 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, you’ll need to install the ONE App builder. You may find this by loading Visual Studio, clicking tools then Extensions and Updates. Click Online then 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 you may create a new project, by clicking File -> New -> Project. Expand Installed then Template. Click Sitrion. Select the Sitrion ONE Micro-App, give the project a name, and click OK.

You will be prompted to enter your Sitrion ONE credentials – do so.

In the upper left hand corner, click Connect to a System.

Provide a name (most likely your SharePoint environment name), then click Sitrion Social under Select a Connector, and click Next.

Under Connection selection click New Endpoint.

For the name of the endpoint, put your 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 your sharepoint environment. For example, if the full path to the community where we intend 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 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 we will need the Sitrion ONE Appbuilder for in this section. Save the project.

Blogs

Description

Push blogs to your 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/O365 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 your blog. You may activate it 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. You will need the Manage Web right to use this link, which is typically assigned to users with full control or site collection administrator rights.

If this is the first time you have visited page, you’ll see 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 your Customer Success Manager to have them share the ONE Blog Card with your organization. Once this app is shared with your organization, you can take the following steps to complete setup.

Log on to your Sitrion ONE cloud tenant at https://one.sitrion.com , click the wrench in the upper right hand corner which take you to your ONE tenant administration.

In the Roles section, select Global (or a role of your choice) from the drop down menu, drag the Sitrion Blog card onto the device and click save.

You can now test this functionality by creating a blog post on the blog you just configured, then logging into the One App on your device or one.sitrion.com on your browser, and verifying that the post displays.

News Distribution, Notifications & Alerts

Description

Distribute key news to the entire company without extra steps.

Ensure that your employees never miss another important communication.

Capabilities

News/Alert card containing picture and text.
Optional header for alerts or warnings.
Distribution from SharePoint/O365 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, simply 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 where you are putting the list 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, you may upload SitrionNewsListTemplateSP2013.stp (or SitrionNewsListTemplateSP2010.stp for SharePoint 2010 environments) to the List Template Gallery in the site collection administration settings. In the List Template Gallery you should upload the corresponding .stp file for your SharePoint version. Now when you create a new list in this site, you may choose this custom News list template.

For an existing list, you will need to manually add the following list columns (if a column already exists, don’t 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 your news list. You may activate it 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 you have visited page, you’ll see a button to create New Connection. Click it.

In the SharePoint List drop down, select your 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 your Customer Success Manager to have them share the ONE News Card 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 which will take you to your 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.

You can now test this functionality by creating a new news item in the list that you just configured, then logging into the One App on your device or one.sitrion.com on your 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 your Social intranet.

Capabilities

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

Requirements

ONE Sharepoint Collector for solicit 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 your Customer Success Manager to have them share the ONE Mobile Sharing 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 wrenchin 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 you plan for posts to be shared. If an endpoint doesn’t exist, you may 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 your 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 you created a connection 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 which you would like the micro app to publish microblogs. For example, if we had configured the endpoint host in app builder at https://yoursharepointurl.com and the full path to the community was https://yoursharepointurl.com/communities/HelpandFeedback you would place as the Value for CommunityPath /communities/helpandfeedback. Click Add.

Click Close, then Save.

You can now test this functionality by logging into the ONE App on your device or one.sitrion.com on your browser, scrolling right to Services, click the ONE Mobile Sharing micro app, typing a post and tapping share. Then browse to the community that you configured to verify that the question made it.

Ask A Question

Description

Allow employees to ask questions. Solicit questions during a defined time like 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 solicit 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 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 your Customer Success Manager to have them share the ONE Ask A Question 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 which takes you to your ONE tenant administration.

In the Endpoints section, ensure that an endpoint exists to the Sharepoint environment where you plan for questions to be shared. If an endpoint doesn’t exist, you may create a new one following the steps outlined in Configure SharePoint Endpoint to ONE section above.

In the Roles section, select Global (or the roles of your 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 you created a connection 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 which you would like the micro app to publish questions. For example, if we had configured the endpoint host in app builder at https://yoursharepointurl.com and the full path to the community was https://yoursharepointurl.com/communities/HelpandFeedback you would place as the Value for CommunityPath /communities/helpandfeedback. Click Add.

Click Close, then Save.

You can now test this functionality by logging into the ONE App on your device or one.sitrion.com on your browser, scrolling right to Services, click the ONE Ask A Question micro app, typing a question and tapping submit question. Then browse to the community that you configured to verify that the question made it through.

Solicit a Question Configuration In ONE

Contact your Customer Success Manager to have them share the ONE Solicit Question card 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 which takes you to your ONE tenant administration.

In the Roles section, select Global (or another role of your 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 will trigger the card to solicit questions.

Ideas

Description

Push new idea campaigns directly to your 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 which take you to your ONE tenant administration.

In the Endpoints section, ensure that an endpoint exists to the Sharepoint environment where you plan for ideas to be shared. If an endpoint doesn’t exist, you may 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 you created a connection to in App builder.

In Application Configuration for Key place CommunityPath and for Value place the path to the community/ideas campaign to which you would like the micro app to publish ideas. For example, if we had configured the endpoint host in app builder at https://yoursharepointurl.com and the full path to the community was https://yoursharepointurl.com/communities/HelpandFeedback you would place as the Value for CommunityPath /communities/helpandfeedback. Click Add.

Optionally you may specify a subsite campaign. In Application Configuration for Key place CampaignPath and for Value place the path to the sub-site community to which you would like the micro app to publish ideas. For example, if we had configured the endpoint host in app builder at https://yoursharepointurl.com and the full path to the subsite community was https://yoursharepointurl.com/communities/HelpandFeedback/subsite you would place as the Value for CampaignPath as /communities/helpandfeedback/subsite. Click Add.

Click Close, then Save.

You can now test this functionality by logging into the ONE App on your device or one.sitrion.com on your browser, scrolling right to Services, click the ONE Submit an Idea micro app, typing an idea and tapping submit idea. Then browse to the community that you configured to verify that the idea made it through.

Solicit Idea Configuration In ONE

Contact your Customer Success Manager to have them share the ONE Solicit Idea Card 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 which will take you to your ONE tenant administration.

In the Roles section, select Global (or another role of your 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 a 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, simply 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, you may upload SitrionInteractionListTemplateSP2013.stp (or SitrionInteractionListTemplateSP2010.stp for SharePoint 2010 environments) to the List Template Gallery in the site collection where you intend to use this list. In the List Template Gallery you will upload the corresponding .stp file for your SharePoint version. Now when you create a new list in this site, you may choose this custom Interaction list template.

For an existing list, you will need to manually add the following list columns (if a column already exists, don’t 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 your news list. You may activate it 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 you have visited page, you’ll see a button to create New Connection. Click it.
In the SharePoint List drop down, select your 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 your Customer Success Manager to have them share the ONE Interaction Card 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 which will take you to your ONE tenant administration.

In the Roles section, select Global (or another role of your choice) from the drop down menu, drag the ONE Interaction Card onto the device and click save.

You can now test this functionality by creating a new item in the Interaction list that you just configured in SharePoint. Then, logging into the One App on your device or one.sitrion.com on your 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 your Customer Success Manager to have them share the ONE Mobile Expert Search 2013 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 which will take you to your tenant administration.

In the Endpoints section, ensure that a Search Rest endpoint exists to the Sharepoint environment where you plan to search back for expertise. If an endpoint doesn’t exist for SharePoint search, contact your Customer Success Manager.

In the Roles section, select Global (or another role of your 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 for select the SharePoint Search Rest instance you created a connection to in App builder.

Click Close, then Save.

You can now test this functionality by logging into the ONE App on your device or one.sitrion.com on your browser, scrolling right to Services, click the ONE Mobile Expert Search 2013 micro app, then typing query.

Articles in this section

Comments

Articles in this section

Related articles