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Content Matrix Console can make a tenant level connection to a SharePoint O365 environment. A tenant level connection works the same as a CSOM connection to an O365 environment, with the exception that the tenant connection can also migrate Site Collections, MySites, and Managed Metadata. While a tenant connection is similar to the CSOM connection type, the process of creating the connection is slightly different, and also involves some prerequisite steps to set up permissions.

Before a tenant connection can be made in Content Matrix, users will need to connect with a user account that has a specific set of credentials, and a specific URL will need to be entered in the Address field. This section will review what credentials are required, how to find the necessary URL address, and how to create a tenant connection.

Required Permissions for Connecting to O365 Tenant

In order for users to make an O365 tenant connection, the connecting user must have the Global Administrator permissions in the O365 tenant environment, as well as Site Collection Administrator permissions. Without the Global Administrator permission a tenant connection cannot be made.

The below directions explain how to set the Global Administrator permission:

  1. First, log into the SharePoint Office 365 tenant environment. The logging in user account will need to have Site Collection Administrator permissions.

  2. Next, navigate to the Office 365 admin center using the Admin button. This can be done in a number of ways, including:

    • Selecting the Office Apps button from the top left corner of the ribbon menu. This will display the My apps list. Then selecting the Admin button.

    • In some cases, all of the available apps will be listed directly on the main page. Select the Admin button.

  3. In the Office 365 admin center screen, go to the setting navigation options on the left-hand side, and select the Users setting to expand the options. Then select the Active Users option.

  4. In the Active Users screen, select the user account that should have the Global Administrator permission applied to it. This is done by placing a check-mark in the box next to the users Display name value. Once the user is selected, some of that users details will be displayed to the right-hand side of the user selection box. In this details section there are a set of four main options just below the users name and picture. Click the Edit button from these options.

  5. In the Edit User dialog, go to the options on the left-hand side, and select Settings. This will change the displayed options in the main part of the window.

  6. In the Assign role section of the Settings options, select the Yes radio button. This will enable a drop-down menu for the type of Administrator permissions to grant to the user. From the menu, select the Global Administrator permission.

  7. After the Global Administrator permission has been set, click Save at the bottom of the options.

  8. The Global Administrator permission has now been set.

What URL to use for Connecting to O365 Tenant

When making an O365 Tenant connection using Content Matrix, there is a specific URL that must be used in order for the connection to be completed. This URL is similar to "https://<CompanyTenantName>-admin.sharepoint.com". If an incorrect URL, such as a specific site or Site Collection URL is used, then the connection will not be completed and an error message will be provided. There are two ways that users can find the URL needed for a Tenant connection, and both of them require users to go to the SharePoint admin center page in their O365 Tenant environment.

There are a few different ways that users can access the SharePoint admin center page. Refer to Microsoft Office 365 documentation for information on logging in and navigating through the SharePoint Online admin center. After navigating to the SharePoint admin center page, there are two methods that can be used to get the required URL.

Users should now have the correct URL to make a Tenant connection to their O365 environment, using Content Matrix.

Making an O365 Tenant Connection

Now, users should have the correct permissions and URL value to make a connection to the Tenant environment. The below directions will explain how to make a Tenant connection to an O365 environment.

  1. In Content Matrix Console navigate to the Connection tab in the Ribbon menu, and select the Connect to SharePoint option.

  2. The SharePoint Logon dialog will open. In the Address field enter the Tenant URL (that was determined in the previous section).

  3. Next, in the Target Type section, set the radio button to the Office 365 Tenant option. Doing this will automatically set the Connection Type field to use the Remote Connection (Client Side Object Model 2013) connection adapter. This is the only Connection Type that can be used for an O365 Tenant connection.

  4. The Authentication Type field can be left on Auto Detect, or users can manually set it to a specific authentication type for the O365 Tenant environment. However, in most cases the default should work.

  5. In the Connect As section, switch to the Different User radio button. Enter the User name and password for the O365 Tenant user that has the required permissions.

  6. Once all of the connection fields and required values for the O365 Tenant environment have been entered, click OK to make the connection.

  7. Content Matrix will now attempt to create a tenant level connection to the specified O365 environment. If all of the set values are correct, the Limit Site Collections dialog box will appear when the connection is made.
    This dialog box has the following options:

    • Include Office 365 tenant my site host connection - If this checkbox is enabled, then any MySites on the tenant environment will be displayed in the Explorer View section of the UI. The MySites appear under their own top-level connection node (alongside the main tenant node) with the following URL format: http://[Tenant URL]-my.sharepoint.com.

    • Yes - Import from XML - Select this option to limit the site collections that are displayed once the connection is made. This is useful if the environment you are connecting to includes a very large number of site collections. In this case, limiting displayed site collections can improve performance.

      When this option is selected, the Select xml file to import dialog box opens. In this dialog box, navigate to the XML file that contains the URLs to be displayed, select it, and then click Open.

      A new dialog box appears, which lists all the URLs included in the selected XML file. Valid URLs are denoted by a checkmark, and invalid URLs are denoted by an X. Invalid URLs are categorized as either "Invalid Url format", which means the provided URL is formatted improperly, or "Url is not part of current connection", which means the provided URL has an incorrect domain name or port number.

      If you are unsure what the format of the XML file should be, click View Sample Xml.

    • No - Continue with Connection - Select this option to display all site collections on the environment you are connecting to. This is the default behavior for non-tenant connections.

    • View Sample Xml - Select this option to open a text file that contains the correct XML formatting that is used to limit site collections. If you are selecting Yes - Import from XML, the syntax in the select XML file must match the syntax in this sample file.

    Once the connection is made, it will be listed in the Explorer View section.

    Note that if there are any issues (for example: an incorrect URL is provided; attempting to connect using an account without appropriate permissions; etc.), then an error will appear and the connection will not be made. Please see the Connection Errors for O365 Tenant section of this page for more details on some of the possible error messages.

Connection Errors for O365 Tenant

There are two main connection errors that users might encounter when trying to make an O365 Tenant connection. This section will review these two errors and how to resolve them.

Error 1

The first connection error is encountered when users enter a non-Tenant URL in the Address field, but set the Target Type value to Office 365 Tenant. In this case, users are given the following error message.

To resolve this error, users will only need to enter the correct Tenant URL address in the Address field. Please see the What URL to use for Connecting to O365 Tenant section for more details on what URL to use.

Error 2

The second connection error is encountered when the wrong user account is entered when trying to connect to the Tenant environment. In this case the correct URL is entered, but either the default Connect As user option is used (for the domain account), or an incorrect Tenant user account is used in the Different user field. In this case, users are given the following error message.

To resolve this error, the correct Tenant user account, with the required permissions needs to be used. To do this switch to the Different user radio button in the Connect As section of the SharePoint Logon dialog, and enter the correct user account and password. Please see the Required Permissions for Connecting to O365 Tenant section for more details on the required permissions.