Adding a SharePoint Location

When you add a SharePoint Location, you make Jive aware of a SharePoint site and all of its sub-sites.

Once you have installed the Jive-side and SharePoint-side plugins, then you can add and configure SharePoint Locations in Jive. For more on installing the plugins, see Installing the Jive-side Plugin and Installing the SharePoint-side Plugin

When you add or update a SharePoint Location, the plugin adds or updates a corresponding OpenSearch Engine item, which is used to implement the SharePoint Search functionality. Perform any changes to the SharePoint Location itself to automatically copy the change to the OpenSearch Engine item for you.

1. Click Add SharePoint Location. Alternatively, you can click the Edit button next to an existing SharePoint Location to update it.
   Note: You can add as many SharePoint locations as you like, but one external/internal URL cannot start with the entire contents of another. For example, you can have http://sharepoint/sites/projectA and http://sharepoint/sites/projectB as two SharePoint Locations, but you cannot have http://sharepoint and http://sharepoint/sites/projectB as two SharePoint Locations. In the latter case the http://sharepoint/sites/projectB started with the entire contents of http://sharepoint. For this case you can just have one SharePoint Location (http://sharepoint) to handle all of the sites.
2. Complete the required fields, which are red. Use the following field descriptions to help you complete the form.
   Note: For the fields that require URL items, please ensure each URL resolves through DNS. If DNS does not resolve the URL, update the hosts file on the Jive server(s) instead of using an IP address. Using an IP address for SharePoint it is not optimal and may cause issues related to Alternate Access Mappings on the SharePoint server. This will show up in the SharePoint trace log and System event log and may prevent some features of the connector from working properly.
   • SharePoint Location Name: Enter free form name to use as a reference for the specified SharePoint location.
   • SharePoint User Identity Mapping: After deciding whether you need to change the default user identity mapping, select the corresponding identity mapping: SharePoint External ID (Simple Profile field settings) or SharePoint External Username and Domain (Composite Profile field settings). For more on this, see Configuring User Identity Mapping and Configuring Identity Mapping for SharePoint Locations.
   • Enabled: Select to enable SharePoint.
   • SharePoint Location External URL: Enter URL to a SharePoint site as accessed by users. This is used for links referencing SharePoint provided in the browser to Jive users. This URL must resolve to a page accessible by users. This will allow any SharePoint sites under the referenced site to be accessible by Jive.
   • SharePoint Location Internal URL: Enter URL to a SharePoint site as accessed by Jive. In most cases, this will be identical to the external URL above. However, this allows server-to-server communications to occur through a different handler on the SharePoint server(s) (a different IIS web site through the use of extended web applications). This allows for more flexibility in how security is handled for end users vs. Jive web service requests.
   • Service Account: Account used to access SharePoint services on behalf of Jive users. This account requires read access to the SharePoint Location External URL, and it requires read access to any site socialized from SharePoint. The permission for read access can be set manually, but because SharePoint security is set up at the site collection level, it can be overridden at any site. Therefore, you can ensure that the service account always has read access by creating a User Policy for the associated SharePoint web application and giving the service account Full Read permissions on the web application.
   • External Search URL: Enter URL to a SharePoint search results page. The easiest way to determine the correct value:
     • Log on to your SharePoint site.
     • Find the search box (typically at the top right corner of the page).
     • Type in a search term and press Enter.
     • Cut and paste the URL from the Search Results page into this field.
     • Manually remove everything from a question mark ("?") character to the end of this value.
     • Append ?k={searchTerms} to the URL, to ensure that the search terms you are using will be forwarded to SharePoint.
   • Search Scope: Enables you to create a scope that narrows SharePoint searches to only Names, Sites, or List, if desired.
     Note: An advanced option allows you to set multiple Search Scopes. To do this, go to Admin Console: System > Settings >OpenSearch Engines and select Add Engine from Form. Use the Admin Console help for more information about this form. In the Search URL field, you need to enter the search URL that includes the type and value of the scope. The following list provides examples for each type of search scope.

     • Scope by Name: http://<jive-instance-url>/spi-search.jspa?searchTerms={searchTerms}&count={count}&locationID=1118&scope=<name>

     • Scope by Site (URL): http://<jive-instance-url>/spi-search.jspa?searchTerms={searchTerms}&count={count}&locationID=1118&site=<siteURL>

     • Scope by List (URL): http://<jive-instance-url>/spi-search.jspa?searchTerms={searchTerms}&count={count}&locationID=1118&list=<listURL>
   • Query Test Term: Enter a test phrase that returns results from SharePoint when a search is performed.
   • Username: Type the username for the SharePoint service account. Typically this username is in the format of <domain>\<user>.
     Note: The service account must be a valid account that has read access to any SharePoint site (or sub-site) that connects to this SharePoint location. When a SharePoint site is socialized to a Jive place, the URL of the SharePoint site needs to match the external or internal URL for one of the SharePoint locations. The matching SharePoint Location's service account needs to have read access to the corresponding site(s). A single SharePoint Location may map to multiple site collections as discussed previously. If the service account does not have read access to a particular SharePoint site, socializing that SharePoint site to Jive will fail.
   • Content from SharePoint activity stream: Use this option to manage content that you maintain in SharePoint, but view in Jive. You can select one of the three options.
     • The first option excludes content that has not been generated by a registered Jive user.
     • The second option enables you to specify an override user to claim that content.
     • The third option enables you to associate all content that is maintained in SharePoint with a specific Jive user that you type into the Override User field. For example, you can associate all SharePoint content with one user so you can see at a glance which content is maintained in SharePoint.
     Note: When you need to specify an Override User, make sure to use a valid Jive user.
   • Content Copied from SharePoint: Use this option to manage content copied from SharePoint that will be maintained in Jive. You can select one of the three options.
     • The first option excludes content that has not been generated by a registered Jive user.
     • The second option enables you to specify an override user to claim that content.
     • The third option enables you to associate all content that is maintained in SharePoint with a specific Jive user that you type into the Override User field. For example, you can associate all SharePoint content with one user so you can see at a glance which content is maintained in SharePoint.
     Note: When you need to specify an Override User, make sure to use a valid Jive user.
3. Click Update and then click Test next to your new SharePoint location before using the new SharePoint-centric widgets and socialization features.