Getting Started

You can use the following steps to get started integrating SharePoint and Jive.

1. Review prerequisites available in the Jive Installation Requirements and in the SharePoint Requirements.
2. Install SharePoint and Jive plugins.
3. Configure SharePoint location in Jive and Jive location in SharePoint.
4. Test both connections as instructed in the installation topics.
5. Configure user identity mapping if required.
   • Determine how Jive users can map to SharePoint users by choosing a mapping set.
   • Configure identity mapping for your SharePoint location.
   • Configure and map user identity values.
   • In Jive, select identity mapping for each SharePoint location.
   • Test Identity Mapping for a user by using diagnostics in the Admin Console.
6. Setup SharePoint UI, Web parts, and workflow.
   Note: Socialization is not required for this step.
   • Perform SharePoint central administration, which includes configuring the Farm for Jive, managing the Jive installation, and configuring corporate policies.
   • After testing users, add and verify Web Parts in SharePoint.
   • Demonstrate the Jive User Popup by hovering over a "Modified By" field in a simple list view. For example, Tasks.
   • Demonstrate the Copy to Jive drop down menu action.
   • Configure and use the Copy To Jive workflow.
7. At this point, you may want a socialization strategy. For more on this, see Best Practices.
8. Setup site socialization and activity streams.
   • If this is not a top level site in the site collection, go to the Jive Site Settings page and uncheck the Inherit settings from parent site checkbox
   • Socialize a SharePoint site to Jive. Set up an activity stream which includes:
     • Select one or more libraries.
     • Configure date from when Jive should pull data for the Activity Stream.
     • Select a permission model.
       Note: Activity streams may first need to be enabled in Corporate Policies by a SharePoint farm administrator.
9. Setup Jive widgets and the Jive UI.
   • Add and verify widgets in Jive.
   • Verify document activity is coming from SharePoint into Jive.
   • Demonstrate Migrate to SharePoint.
   • Demonstrate the SharePoint List Macro in Jive.