Validating SharePoint Online Connector Configuration (6.1)

Verification and Testing

Step 1: Verify Site Registration

1. Navigate to Sites in the SPOC web interface

2. Confirm your site appears in the list

3. Check the Is Active status is Yes

4. Verify the SP Host URL is correct

Step 2: Test Library Discovery

1. Click the Libraries button for your site

2. Verify all expected document libraries appear in the tree view

3. Check that the library metadata (item counts) is accurate

4. Confirm that any configured overrides are displayed correctly

Step 3: Run a Classification Job

1. Navigate to Sites

2. Click the Start Job button for your site

3. Monitor the job progress

4. Review the job log for errors or warnings

Expected Results: - Job completes successfully - Documents are classified to appropriate record classes - No errors in the job log

Step 4: Verify Classification Results

1. Open Gimmal Records Manager

2. Navigate to the target record class

3. Verify documents from SharePoint appear in the record class

4. Check that metadata is correctly populated

5. Confirm document links point to SharePoint

Step 5: Test Transfer Configuration (If Configured)

1. Create a test document in the source library

2. Classify the document

3. Trigger the lifecycle phase transition

4. Verify that the document moves to the destination library

5. Check that the record URI is updated in Records Manager

6. Confirm folder structure is preserved (if configured)