SharePoint Online Site Registration (6.1)

Overview

This guide provides step-by-step instructions for configuring SharePoint Online sites and document libraries to work with the SharePoint Online Connector (SPOC) for records management. After completing the installation and Azure AD setup from the previous guides, you’ll configure which sites and libraries the connector monitors and how documents are classified and managed.

Prerequisites: Before proceeding, ensure you have completed:

• SharePoint Online Connector Overview

• Prepare to use the SharePoint Online Connector

• SharePoint Online Connector Installation (on-premise installation only)

Site Registration Overview

What is Site Registration?

Site registration is the process of configuring SPOC to manage SharePoint Online sites for use with Gimmal Records. Once a site is registered, Gimmal Records can do the following for the site:

• Monitor document libraries for new and modified content

• Classify documents based on configured rules

• Apply retention policies and lifecycle management

• Transfer records between libraries as needed

Register SharePoint Sites

Step 1: Access the Site Management Page

1. Log in to the SharePoint Online Connector Web application

   1. URL format: https://<your-spoc-server>/

   2. Use your Azure AD credentials or the administrator account

2. Navigate to the Sites management page

   1. Click the Manage page in the top navigation menu (A)

   2. Click the Site Management tab in the left navigation menu (B)

   3. Currently registered sites (if any) are listed

Step 2: Add Sites

The next step in registering sites is to add the sites you wish to manage to the Site Management page.

1. Click the ‘Add Site’ button (C). This opens the ‘Add Sites’ view to register additional sites.
   

   

2. Browse the SharePoint site hierarchy listed on the page

   1. Sites are displayed in a tree structure

   2. Expand nodes to see subsites

3. Select sites or subsites that should be registered

   1. Check the boxes next to sites you want to register

   2. You can register multiple sites at once

4. Configure registration options:

   1. Run Classification for Newly Added Sites: Enable this option to begin the full crawl of the site contents once it is added for registration

5. Click ‘Add’ to complete the process

Step 3: Verify Registration

After registration, the site appears in the Site Management list with the following information:

Note: A checkmark indicates the option is enabled, an X indicates it is disabled.

Site Option Action Buttons

1. Edit: Allows changes to the activation state of the current site registration (A)

2. Crawled Libraries: Configure and edit crawled libraries for the listed site (B)

3. Transfers: Edit transfer configurations for the listed site (C)

4. Delete - Unregisters the listed site (D)