Role Required
To Add Connector Details you need to be assigned to the Application Administrator role in Records365.
Records Managers have read-only access to the Connector Details page.
To Link your OneDrive for Business Account you need to be an Azure AD Global Administrator.
Introduction
OneDrive for Business is one of the Enterprise Content Management (ECM) systems that can be configured to be managed by Records365. The following steps are used to connect and configure your OneDrive user directories to Records365.
The Records365 OneDrive for Business Connector requires an additional subscription. If you would like to inquire about subscribing, or you believe your organization has subscribed and the connector is missing from the Gallery please Contact Support.
Add Connector
- Click on the Settings icon
in the top right hand corner of Records365.
- Click on Add Connector and select the OneDrive for Business Connector in the Gallery.
- Click Add.
After creating the OneDrive for Business connector instance you will be redirected to the Connector Details page. Here we will connect the OneDrive for Business accounts and determine how to manage them.
Configuring the Connector
Now that the connector instance has been created, we need to complete the configuration for your OneDrive for Business tenancy and make a couple of decisions about how content is managed in Records365.
- Once you are in the OneDrive for Business Connector Details page, select Link Account to connect Records365 to your OneDrive for Business tenancy.
- You will be directed to a page where Microsoft will prompt you to log in. Enter credentials to log in, then click Accept.
From here, the remaining configuration can be completed and the Connector can be enabled by following the instructions in the Administration section for OneDrive for Business. Some decisions about how records submitted by the Connector should be managed in Records365 are required, and this should be performed in consultation with the Records Management function of your organization.
RecordPoint also enables customers to restrict system administrators from accessing or viewing documents and data for multi-tenanted organisations. By adding another layer of security, we ensure that each tenant's data stays exclusively within their environment and that confidentiality and privacy are upheld to the highest standard. If you would like to have this enabled, please contact our Support team who would be more than happy to outline next steps.
For more details around multi-tenancy, please review this article here: https://help.recordpoint.com/hc/en-us/articles/6554699601423-Multi-tenant-Support