(Not available for Information Manager Power User)
If you wish to connect directly to your on-premises Farm (SharePoint 2007, 2010 or 2013), follow these steps:
1.Start by selecting the SharePoint option under the Connect To tab in the Ribbon.
2.A window similar to the one shown below will be generated. In the Name field, enter a folder name. In the Type field, select On-Premises Farm (Central Administration required) as your Type. You have the following options when completing the URL portion of this screen, continue to step 5 if you know the URL of your Central Admin site. If you choose to use the Discover Site Collections button, then continue to step 3.
3.If you do not know the URL but have access to Central Administrator for your SharePoint Farm, you can view and select from a listing of all available site collections by pressing the Discover Site Collections button. In the presented window enter the URL for Central Administrator portal (and if necessary the credentials, using Claims if your account requires it) and click Connect. Once you are successfully Connected to Central Admin URL, select the appropriate Site Collection and Click Next to continue.
4.Select the Site Collection which you wish to connect to, and click Ok.
4.Click Finish to connect to the specified SharePoint Site or Site Collection.
5.The operation will start to run, connecting to the SharePoint Site or Site Collections which you specified. You will be notified once it has completed, click Ok.
6.This connection is now available in the Navigator Pane.
If you wish to connect to one drive, then follow these steps:
1.Start by selecting the Office 365 option in the Connect To section in the ribbon.
2.A window similar to the one shown below will be generated. In the Name field, enter a folder name. In the Type field, Office 365 Tenant (Tenant Administration Required) is automatically selected as the Type of connection you will be making. Enter the URL of your Office 365 tenant.
3.You have the following two additional options on this screen:
oLoad Entire Sub-Site Structure - Will load the entire sub-site hierarchy below the current site. To expedite the loading process, no additional objects will be loaded into the sub-site. You may double-click on any sub-site to load its objects individually.
oLoad Entire Sub-Site Structure and Objects - Will load the entire sub-site hierarchy below the current site along with all their objects.
4.Click Finish. The Essentials software will automatically detect the SharePoint authentication mechanism and your client environment. Depending on your configuration, you may be connected automatically or prompted for your credentials. Here are some of the possible scenarios:
·Option 1: If your SharePoint environment is using Integrated Windows Authentication and you are accessing this environment from a computer that is logged into the same domain, then no user/password information is necessary. Press the Next button and you will automatically log in using the credentials of the currently logged in user.
·Option 2: If your SharePoint environment is using Integrated Windows Authentication and you are accessing this environment from a computer that is NOT logged into the same domain then enter your user name, password and Domain in the provided fields and click Next.
·Option 3: If your SharePoint environment is using Form Based Authentication then enter your user name, password and Domain in the provided fields and click Next.
·Option 4: If your SharePoint environment is using Kerberos Authentication please refer to our FAQ area. Detailed configuration instructions are available there.
·Option 5: If your SharePoint environment is Hosted, such as (Office 365, BPOS, FPWeb, etc.) you should be able to connect by entering your user account and password, no differently than any other SharePoint environment.
·Option 6: Password Manager can store account credentials in protected storage to connect to SharePoint. For more information on setting up Password Manager, please refer to our FAQ area.
·The domain name may also be entered as a part of the user field in either the domain user or the user@domain syntax.
·If you have Digest Authentication enabled, please disable it. It can interfere with the tools ability to connect to SharePoint using Windows Authentication.
A window requesting a user, password, and domain will pop up. Provide the requested information and click Connect. If your account requires Claims Based Authentication, click the Claims button.
4.The Select Web Application window will appear, select the web applications you wish to connect to. Click Ok.
5.The Select SPO sites, Select Sites with Groups, and/or Select OneDrive sites windows will appear, depending on the web application names you chose (if you selected more than one, they will appear in succession), select the accounts you would like to connect to for each. Click Ok.
6.The operation will start to run, connecting to the accounts you specified. You will be notified once it has completed, click Ok.
7.This connection is now available in the Navigator Pane. Here you can see the differentiation between Classic Team sites and Modern team sites, as well as an indication of what the site's template is (ex Group#0, Blog#0, etc. )
In order to view a file share in the Connections panel within Essentials, you must map your PC to the file share:
1.Navigate to the file share in windows explorer and select the network location.
2.Right Click and select Map Network Drive.
3.Open Essentials, and note that the file share is now available in the Connections section.
NOTE: If you want to run Essentials as an admin, you will first need to add the Admin to the user group for the file share, otherwise you wont be able to see the file share in the Connections panel.
The option is designed to enhance and expand SharePoints ability to import files located in Windows or other operating systems. There are several advantages to using Essentials to do this operation.
·You can upload, tag and check-in content in one step and for multiple items
·You may reuse existing file system (NTFS) attributes to tag the content.
·Users often implement a folder based hierarchy inside the file system to categorize content. These folder names can be automatically extracted during upload and used as metadata in SharePoint.
·There are no limitations to how many files you can upload at one time.
·NTFS file permissions are also supported during the copy process (see Copying NTFS Permissions section for more information).
NOTE: NTFS Permission copy is not available to Power User products.
The process of importing files is very similar to the process of copying items within SharePoint, with one major exception. Rather than selecting the source content from a SharePoint list, it is selected from within the Connections pane or from Windows Explorer. The remainder of the process is described in the Copy/Move (and Tag) SharePoint Content section. Please refer to these sections for additional information.
NOTE: When importing content from the file system, File Manager can use file system attributes such as created and modified dates and file owner to tag the imported content. These attributes are shown under the Available Columns list in the Field Value Selection Screen and include relative folder names. See Mapping Folders to SharePoint Fields for more information.