Integrating with SharePoint

Microsoft SharePoint Integration

Microsoft SharePoint and Microsoft Dynamics CRM can be can be installed on two separate servers. Although the servers can be physical or virtual, they must be on the same domain and network.

To deploy eSignLive.com.ESLCRM.WebService.wsp globally to the SharePoint site:

1. Run the SharePoint management shell as an Administrator.
2. Go to the folder where CrmServiceDeploy.ps1 resides.
3. Run the following command:

./CrmServiceDeploy.ps1

4. From the unzipped files in the section Step 2: Configuring the Dashboard & Report, update the file web.config as follows:

<appSettings>
					<add key="CRMURL" value="http://ServerName/OrganizationName/XRMServices/2011/Organization.svc"/>
					<add key="crmuser" value="CRMAdmin"/>
					<add key="crmpass" value="CRMAdminPassword"/>
					<add key="spadmin" value="SharePointAdmin"/>
					<add key="sppass" value="SharePointAdminPassword"/>
				</appSettings>

Here SharePointAdmin is the SharePoint Administrator's username, and SharePointAdminPassword is their password.

5. Ensure that Dynamics CRM users will have at least Read permissions on the SharePoint sites that must be used in the SharePoint integration.

Microsoft SharePoint Integration

After OneSpan Sign for Microsoft Dynamics CRM has been integrated with SharePoint, documents can be added to a package from a SharePoint site.

This section discusses:

• Integrating with SharePoint
• Adding Documents from SharePoint

Integrating with SharePoint

To integrate OneSpan Sign for Microsoft Dynamics CRM with SharePoint:

1. Log into OneSpan Sign for Microsoft Dynamics CRM as an Administrator.
2. Click OneSpan Sign > OneSpan Sign Account > New. The following content appears:



3. In the Sharepoint Integration section, set Use SharePoint Integration to Yes.
4. In the same section, specify the following parameters:
   • SharePoint Server Location: (1) select On-Premises if the SharePoint server is available locally; (2) select Online if the SharePoint server is on the Cloud.
   • SharePoint Username: The username to be employed to access SharePoint. Ensure that the user has access to the SharePoint site/library specified in the parameters SharePoint Documents URL and SharePoint Completed Documents URL (see below).
   • SharePoint Password: The password for the SharePoint Username.

     If you recently upgraded your version of OneSpan Sign for Microsoft Dynamics CRM, you must re-enter your SharePoint Username and SharePoint Password.

   • SharePoint Documents URL: URL of the SharePoint site or library from which documents will be uploaded to OneSpan Sign for Microsoft Dynamics CRM packages. If this URL points to a SharePoint site, the system will upload documents from any library in that site. If this URL points to a specific SharePoint library, the system will upload documents only from that library.

     Ensure that the URL ends with a forward slash ("/"). For example: https://SharePointServer/sites/PackageDocuments/

   Ensure that the URL ends with a forward slash ("/"). For example: https://SharePointServer/sites/PackageDocuments/CompletedDocuments/

   • SharePoint Fetch Count: The maximum number of documents that will be fetched when a SharePoint site is queried

Adding Documents from SharePoint

Prerequisite

• The above integration must have been successfully performed.
• A package must have been saved before documents can be added to it.
• SharePoint must be on the same domain as OneSpan Sign.

Action

To add documents to a package from a SharePoint site:

1. Log into OneSpan Sign for Microsoft Dynamics CRM as an Administrator.
2. From the Documents section of your package, click "+". The New OneSpan Sign Document page appears.
3. From the Document Type drop-down list, select SharePoint Documents. The documents in all libraries under the SharePoint Documents URL appear in the SharePoint Documents list.



4. Select the documents you want to attach from the SharePoint Documents list, and add them to the Selected Documents list by clicking .



5. If you want to remove documents from the Selected Documents list, select them and click .
6. Click Add Documents.
7. Click OK. The selected SharePoint documents are added to the package.