Setting up the Office 365 integration add-on

If you are a Jive Admin, you can install the SharePoint online & Office 365 add-on in Jive so that SharePoint Online receives information from Jive using webparts.

Perform the following steps in Jive to install and configure the SharePoint online & Office 365 add-on.

  1. In the Jive user interface, as Jive administrator, select Your avatar > Add-ons.
  2. Check if the SharePoint online & Office 365 add-on is installed on the All Add-ons > Installed tab. If it isn't in that tab, it hasn't been installed yet.
  3. If the add-on is not installed, open the Available tab, find the SharePoint online & Office 365 add-on and click Install.
    If the add-on is not visible, you may need to contact Support to obtain and upload the package files.
  4. Go to the Storage Management tab and click Add Integration.
    This opens the Add New Integration dialog box.
  5. In Provider Type, select SharePoint online & Office 365.
  6. In Display Name, enter a name for the integration.
    This is the name of the external storage users will select when they create a group and choose to connect it to a specific SharePoint site collection.
  7. Click Add.
    This opens the Edit Instance Settings dialog box, but if it doesn't, click Edit Instance.
  8. Provide the information Jive will use to connect with SharePoint Online:
    1. In SharePoint's tenant root URL, enter the URL of the SharePoint server.
      You can find this URL by navigating to one of the sites in SharePoint you are planning to link to Jive, and copy the path up to the first forward slash. For example, if your site is located at https://mytenant.sharepoint.com/sites/site1/, type https://mytenant.sharepoint.com.
    2. In Jive App Identifier Token, provide the access token that was created using the Jive-Office integration app you installed on the SharePoint side.

      You can see the token by clicking on the app from the site collection page in SharePoint Online that was created to contain the Jive-linked sites.

      Warning: The app inherits the permissions of any user who clicks on the app. Do not click the app unless you are logged into SharePoint online as the Jive-SharePoint integration user as described in Setting up SharePoint side.
    3. In Allow SharePoint connection type, choose either to connect to an existing SharePoint site, or create a new one.

      If you choose to create a new site, Jive will create your SharePoint site for you.

      When you connect to an existing site, Jive does not alter the set site permissions.

    4. Optionally, in SharePoint "everyone" user group, type the name of the Everyone permissions group in SharePoint.
      If you specify this group, the users included will have read-write access to all content created in an Open group in Jive, even if they have not been added to the Jive group. This saves admins the work of having to add members to Open group content to grant access on the SharePoint side. Private Unlisted, Private, and Members-Only groups restrict content on both sides of the integration according to the Jive-side group settings, regardless of whether you supply Everyone information here. For more information, see Jive and SharePoint permissions.
    5. Optionally, in SharePoint "full control (admins)" user group, type the name of the Full Control admins permissions group in SharePoint.
      This group will have access to all SharePoint-connected groups in Jive. The best practice is to create a restricted group of admins in this principal who will be able to access all the Jive places and Jive-linked site collections. For more information, see Jive and SharePoint permissions.
    6. If you want users creating a place to be restricted to specific site collections, click the + icon under Site collections list available for creating places and type the location of a site collection.

      You can add more site collections by clicking + again. Users can choose from the list of site collections when creating a group. Note that as the user configuring the add-on, you must have access to these site collections, or you won't be able to complete the configuration and will see a configuration error.

      CAUTION:
      Specifying at least one site collection is the best practice. It limits the SharePoint locations where place creators can create sites, and also prevents errors in specifying a URL. If you specify one or more locations, users are not prompted to supply the URL of a site collection.
  9. Click Validate Authorization.
    This closes the Edit Instance Settings dialog box and connects your storage instance.
  10. Click Save to save the changes.

When users create new groups in your community, they will now be able to select the integration you just created as the external storage location. For each connected group, Jive creates a new site under the site collection URL you specified.

Now that you installed the SharePoint online & Office 365 add-on, the SharePoint Site Collection Admin can refer to Installing Jive Webparts app to a site collection so they can install the webparts app.