AvePoint Office Connect Installation and Configuration Guide

AvePoint Office Connect Installation and Configuration Guide
AvePoint Office Connect 1.5
Installation and Configuration Guide
Issued February 2017
AvePoint Office Connect Installation and Configuration Guide
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Table of Contents
What’s New in this Guide ....................................................................................................................5
Submitting Documentation Feedback to AvePoint ................................................................................6
Introduction.......................................................................................................................................7
Office Connect System Configuration Overview ....................................................................................8
Requirements for Office Connect Manager Installation ....................................................................... 10
System Requirements for Office Connect Manager Installation........................................................ 10
SQL Server Requirements for Office Connect Database ................................................................... 11
Requirements for Office Connect Client Installation............................................................................ 12
System Requirements for Office Connect Client Installation ............................................................ 12
SharePoint Environment Requirements for Office Connect Clients................................................... 12
Installing Office Connect ................................................................................................................... 13
Required Permissions.................................................................................................................... 13
Installing Office Connect Manager ................................................................................................. 13
Installing an Office Connect Client.................................................................................................. 17
Installing an Office Connect Client Using the ZIP Package ............................................................. 17
Installing an Office Connect Client Using the MSI Package............................................................ 19
Deploying the Office Connect Solution ............................................................................................... 20
Configuring Office Connect................................................................................................................ 22
Configuring Domain Settings ......................................................................................................... 22
Configuring Illegal Character Replacement ..................................................................................... 22
Configuring File Extensions That Can Show Preview ........................................................................ 23
Configuring Blocked File Type Settings ........................................................................................... 24
Configuring Valid E-mail Address Formats ...................................................................................... 24
Naming Containers ....................................................................................................................... 25
Configuring Office Connect Client Server Settings ........................................................................... 25
Enabling Log Collection.............................................................................................................. 26
Loading Properties for Office Files .............................................................................................. 26
Disabling Quick Share ................................................................................................................ 26
Configuring Schedule for User Synchronization ........................................................................... 26
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AvePoint Office Connect Installation and Configuration Guide
Disabling Office Connect Auto Refresh........................................................................................ 26
E-mail Upload Custom Settings................................................................................................... 27
Setting the Number of Nodes that Appear under Recent ............................................................. 27
Setting Maximum Filename Length for Upload ............................................................................ 27
Enabling the Insert SharePoint Link in New E-mails...................................................................... 27
Setting Default Storage Locations by File Types ........................................................................... 27
Defining Template ID Displays.................................................................................................... 27
Converting to Your SharePoint Time Zone................................................................................... 28
Setting Maximum Number of Files to Which Actions Can be Performed ....................................... 28
Keeping the Metadata of Source Data ........................................................................................ 28
Configuring Behavior of Clicking Shared Files .............................................................................. 28
Configuring OneDrive for Business Connections .......................................................................... 28
Configuring Quick Share Notification E-mail Server...................................................................... 29
Configuring Offline Working Period ............................................................................................ 29
Site Collection Scan Thread Settings ........................................................................................... 29
Permission Control for Inserted SharePoint Links ........................................................................ 29
Configuring Site Collection Scan ..................................................................................................... 29
Configuring E-mail Property Mappings ........................................................................................... 30
Configuring Group Settings............................................................................................................ 31
Configuring Quick Share Settings ................................................................................................... 33
Disabling the Automatic User Registration Functionality ................................................................. 34
Configuring Trusted Domain Settings ............................................................................................. 35
Configuring Providers for ADFS Authentication ............................................................................... 35
Customizing the Secure Share Message.......................................................................................... 36
Enabling the Office Template Files Synchronization ........................................................................ 37
Office Connect Manager/Client Maintenance..................................................................................... 39
Modifying Office Connect Settings after Installation........................................................................ 39
Upgrading the Office Connect Manager/Client ............................................................................... 42
Using the Office Connect Manager Upgrade Wizard .................................................................... 42
Upgrading the Office Connect Client........................................................................................... 42
Using the Office Connect (Manager) Uninstallation Wizard ............................................................. 43
Uninstalling Office Connect ............................................................................................................... 44
AvePoint Office Connect Installation and Configuration Guide
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Uninstalling Office Connect Manager ............................................................................................. 44
Uninstalling Office Connect Client.................................................................................................. 45
Notices and Copyright Information .................................................................................................... 46
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AvePoint Office Connect Installation and Configuration Guide
What’s New in this Guide

Updated information on System Requirements for Office Connect Manager Installation.

Updated information on System Requirements for Office Connect Client Installation.

Provide the Office Connect Add to Favorites Feature feature for adding site collection,
site, list, or library to your Office Connect favorite list directly in SharePoint.

Updated information on Configuring Office Connect.

Support integrating with AvePoint Perimeter Online.
AvePoint Office Connect Installation and Configuration Guide
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Submitting Documentation Feedback to AvePoint
AvePoint encourages customers to provide feedback regarding our product documentation. You can
Submit Your Feedback on our website.
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AvePoint Office Connect Installation and Configuration Guide
Introduction
The AvePoint Office Connect Administration Guide is designed to help you through the process of
installing and configuring Office Connect.
AvePoint Office Connect allows you to:

Share local files (files on your computer and e-mail attachments in new e-mails) with
other users.
Using the Quick Share feature, you have complete control over who accesses the file
and what kind of actions you will allow users to take on this file. A copy of the file
remains on the original location, and depending upon the permissions you configure,
the file in the selected Quick Share location is free to be edited, reviewed, or
commented on for as long as you require.

Upload local files (files in Windows File Explorer, e-mails and attachments in Outlook) to
SharePoint libraries, lists, and folders.
Users who have sufficient permissions to the SharePoint libraries, lists, or folders will be
able to view and/or edit the files. When uploading a file to SharePoint, you can change
the content type and apply metadata tags, allowing it to be searched for and classified
easily.
AvePoint Office Connect also integrates with AvePoint Perimeter, which allows internal users to share
files with external users when the selected Quick Share location is a SharePoint On-premises node or
share SharePoint On-premises files by using the Quick Share button in the Office Connect interface. For
information on AvePoint Perimeter not covered in this guide, see AvePoint Perimeter Administrator
Guide.
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Office Connect System Configuration Overview
Below is an architectural diagram that details the Office Connect Configuration overview.
Figure 1: Office Connect System Configuration Diagram.
The following table details the ports and protocols used by the Office Connect Manager Service and the
Office Connect Client to connect with SharePoint, SQL Server, and Active Directory.
Source
Office
Connect
Manager
Service
Office
Connect
Manager
Service
Office
Connect
Manager
Service
Office
Connect
Manager
Service
Office
Connect
Client
8
Destination
SQL Server
Port
SQL Ports (usually 1433)
Protocol
TCP
Direction
One way
SMTP/Exchange
Server
SMTP ports ( usually 587
for secure SMTP and 25 for SMTP)
TCP
One way
Active Directory
Domain
Controller
AD Ports
(https://technet.microsoft.com/enus/library/dd772723(v=ws.10).aspx)
TCP/UDP
One way
SharePoint WFE
SharePoint Web App Ports
TCP
One way
SharePoint WFE
SharePoint Web App Ports
TCP
One way
AvePoint Office Connect Installation and Configuration Guide
Source
Office
Connect
Client
Destination
Office Connect
Manager Service
Port
Default: 14301
(depending upon Office Connect
Manager installation)
AvePoint Office Connect Installation and Configuration Guide
Protocol
TCP
Direction
One way
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Requirements for Office Connect Manager Installation
System Requirements for Office Connect Manager Installation
Elements
Operating System Edition
Available Physical Memory
Available Disk Space
.Net Framework Features
.Net Framework Version
Web Server (IIS) Role
Requirements
Windows Server 2008, Windows Server 2008 R2, Windows Server
2012, Windows Server 2012 R2, Windows 7, Windows 8, and Windows
10
Required: 512 MB
Recommended: 1 GB or greater
Required: 1 GB
The Windows features, including .NET Framework 4.5 or above must
be installed.
.NET Framework 4.5 or above
For Windows Server 2008 SP2, Windows Server 2008 R2 SP1, and
Windows 7: The following Windows features should be installed:
 Common HTTP Features (Static Content, Default
Document)

Application Development (ASP .NET, .NET Extensibility,
ISAPI Extensions, ISAPI Filters)

Management Tools (IIS Management Console, IIS 6
Management Compatibility, IIS 6 Metabase
Compatibility)
For Windows Server 2012, Windows Server 2012 R2, Windows 8, and
Windows 10: The following Windows features should be installed:

Common HTTP Features (Static Content, Default
Document)

Application Development (ASP .NET 3.5 and later, .NET
Extensibility 3.5 and later, ISAPI Extensions, ISAPI
Filters)

Management Tools (IIS Management Console, IIS 6
Management Compatibility, IIS 6 Metabase
Compatibility)
IIS Admin Service
IIS Admin Service should be started.
World Wide Web Publishing World Wide Web Publishing Service should be started.
Service
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AvePoint Office Connect Installation and Configuration Guide
SQL Server Requirements for Office Connect Database
Database
Office Connect Database







SQL Server Edition
Microsoft SQL Server 2005
Microsoft SQL Server 2008
Microsoft SQL Server 2008 R2
Microsoft SQL Server 2012
Microsoft SQL Server 2012 Business Intelligence
Microsoft SQL Server 2014
SQL Server 2014 Business Intelligence
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Requirements for Office Connect Client Installation
System Requirements for Office Connect Client Installation
Element
Operating System Edition
Available Disk Space
.NET Framework Version
.Net Framework Features
VSTO 2010 Runtime Tool
Installation Status
Requirements
Windows Server 2008, Windows Server 2008 R2, Windows Server
2012, Windows Server 2012 R2, Windows 7, Windows 8, and
Windows 10
Required: 1 GB
.NET Framework 4.5 or above
The Windows features, including .NET Framework 4.5 or above must
be installed.
VSTO 2010 Runtime Tool must be installed.
SharePoint Environment Requirements for Office Connect Clients
Office Connect Clients are compatible with Microsoft SharePoint Server/Foundation 2013 (up to and
including Service Pack 1), Microsoft SharePoint Server 2016, and SharePoint Online.
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AvePoint Office Connect Installation and Configuration Guide
Installing Office Connect
The Office Connect Installation Wizard will guide you through the installation process. In order to
complete the installation successfully, a local administrator must be used to run the Installation Wizard.
You need to install Office Connect in the following order:
1. Install the Office Connect Manager with the Manager Installation Wizard.
2. Install the Office Connect Clients with the Office Connect Installation Wizard.
3. Open Office Connect to make sure the Manager and Clients are able to communicate with each
other properly.
4. Activate Office Connect by deploying the Office Connect solution.
Required Permissions
Ensure the user who installs Office Connect Manager has the following local system permissions:

Read & execute and Write permissions to the installation directory of the Office
Connect Manager.
Ensure the account that is used when configuring the Office Connect Database has the following
permissions:

Database Role of db_owner in the configured Office Connect Database.

Server Role of dbcreator in SQL Server.
Installing Office Connect Manager
Office Connect Manager can be installed on the following environments:

Windows 10

Windows 8

Windows 7

Windows Server 2012 R2

Windows Server 2012

Windows Server 2008 R2

Windows Server 2008
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To install Office Connect Manager, complete the following steps:
1. Download the Manager ZIP file, either by requesting a demo version or by contacting an
AvePoint representative for links to this package.
2. Extract this package on the server that is in the same domain as the SharePoint you want to use
and navigate to the Office Connect Manager directory. Double-click the Setup.exe file.
3. After the welcome screen appears, click Install.
4. Carefully review the License Agreement. After you have read the agreement, select the I accept
the terms in the license agreement. checkbox, and click Next.
*Note: After the Manager installation completes, you can navigate to the Manager installation
path …\OCT\Manager\lic to check all of the demo license agreements.
5. Click the Browse button. Select the location for the Manager installation. By default, the
installation location is C:\Program Files (x86)\AvePoint\OCT Manager for 64-bit operating
system, and C:\Program Files\AvePoint\OCT Manager for 32-bit operating system. Click Next.
6. Office Connect will perform a brief pre-scan of the environment to ensure that all rules meet the
requirements. The status for each rule will be listed in the Status column. Click the hyperlink of
the status to display the scan result’s detailed information. You can also click Detail to view the
detailed information of all of the requirements.
*Note: You cannot continue the installation if any of the rules have the Failed status.

A Failed status means that your system does not meet the minimum requirement of the
corresponding rule, and you must update your environment to meet the Office Connect
system requirements. Click the Rescan button to check your environment again.
If any of the rules fail, you must manually update your environment to meet the
requirement.

If any of the rules have a Warning status, your system meets the minimum requirement
of the corresponding rule but does not meet the recommended condition. In this case,
you can still click Next to configure the Service Configuration.

If all of the rules are Passed, your system meets all of the recommended conditions in
the Office Connect Manager system requirements. Click Next to configure the Service
Configuration.
7. Set up the Office Connect Service Configuration:

Office Connect Service Port – Enter a port for the Office Connect service. The default
port is 14301.
Click Next to proceed and configure the database settings for the Office Connect service.
8. The MS SQL Database Type is the default option and cannot be configured.

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Database Server – The MS SQL server name.
AvePoint Office Connect Installation and Configuration Guide

Database Name – Enter a database name for the Office Connect service. If the database
does not exist, it will be created in the provided MS SQL server.

Database Credentials – Select the credentials for this database.
o
Windows Authentication (the default option) – Use this method when you want
the user identity to be confirmed by Windows.
o
SQL Authentication – SQL server will confirm the user identity itself according
to the specified account and password.
*Note: The account must have the following permission: db_owner database role in the
existing database or dbcreator server role in the SQL Server that will contain the newly
created database.
Click Next to configure the Activity Report Settings.
9. Selecting the Configure activity report settings later checkbox allows you to configure the
activity report settings later using the Manager Configuration Tool. For more information, refer
to Modifying Office Connect Settings after Installation.
*Note: The OCT Activity Report (
) shortcut is available on the desktop of the Office Connect
Manager server when activity report settings are configured.


IIS Web Site Settings – Configure the IIS web site settings to access the Office Connect
database. You can select to use an existing IIS web site or create a new IIS web site. The
IIS web site is used to retrieve user activities from the Office Connect database, and
display them in the Activity Report dashboard.
o
Use an existing IIS web site – Select an existing IIS web site from the drop-down
list, and if necessary, you can adjust the Web Site Port used to access the Office
Connect database.
o
Create a new IIS web site – Enter the web site name to create a new IIS web site
for the Office Connect database.
o
Web Site Port – Office Connect service communication port. The default port is
14300. You do not need to change it unless a known port conflict exists.
Application Pool Settings – Configure the IIS application pool settings for the
corresponding web site. You can select to use an existing application pool or create a
new application pool. The application pool is used to handle the requests sent to the
corresponding web site.
o
Use an existing application pool – Select an existing application pool from the
drop-down list. If you choose to use an existing application pool, the Application
Pool Account settings are grayed out and cannot be changed.
o
Create a new application pool – Enter the application pool name and
application pool account settings to create a new IIS application pool for the
corresponding web site.
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
Activity Report Management – Enter the name of users to be administrators of the
Office Connect Activity Report dashboard. Separate user names with a semicolon.

Proxy Server Settings – Enter the public URL that can forward requests to the Activity
Report. Configure this setting if you publish the Activity Report via reverse proxy.
Click Next to continue to configure the SharePoint settings.
10. Set up the SharePoint Settings:

SharePoint Server Settings – Configure at least one SharePoint environment within
which Office Connect functionalities will be used.
o
o
Select the Use SharePoint Server Settings checkbox to configure a SharePoint
On-premises site collection URL. This site collection is used to connect to the
Office Connect solution by the Office Connect Client server.

SharePoint Site Collection URL – Enter the URL of a SharePoint Onpremises site collection that can be accessed on the Office Connect
Client server.

Username – Enter the username of the account that has permission to
access the site collection entered above.

Password – Enter the password of the account.
Select the Use SharePoint Online Settings checkbox to configure the SharePoint
Online environment within which Office Connect functionalities will be used.

SharePoint Admin Center URL – Enter the SharePoint Admin Center
URL.

Username – Enter the username of the account that has permission to
access the SharePoint Admin Center.

Password – Enter the password of the account.
Click Next to configure the e-mail settings.
11. In the E-mail Configuration page, you can select the Configure e-mail configuration later
checkbox to configure the e-mail configurations using the Manager Configuration Tool. For more
information, refer to Modifying Office Connect Settings after Installation.
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
Outgoing e-mail server (SMTP) – Enter the address of the outgoing e-mail server.

Port – Enter the SMTP port. The default SMTP port is 25. For SSL authentication, the
default port is 587.

Sender – Enter the e-mail address of the Office Connect user who is sending the e-mail
notification.

Send anonymous e-mail – Select this checkbox to configure the SMTP server as
anonymous based on the SMTP server settings.

Username on SMTP – Enter the anonymous sender’s username on the SMTP server.
AvePoint Office Connect Installation and Configuration Guide

Password on SMTP – Enter the anonymous sender’s password to log onto the SMTP
server.

SSL authentication – Configure this option according to your E-mail settings.
Click Next to start the installation.
12. When the Manager installation is completed, click Finish to complete the installation and exit
the installation wizard.
Installing an Office Connect Client
An Office Connect Client can be installed on the following common Windows environments:

Windows 10

Windows 8

Windows 7

Windows Server 2012 R2

Windows Server 2012

Windows Server 2008 R2

Windows Server 2008
Installing an Office Connect Client Using the ZIP Package
After the Office Connect service to which the client will connect has been started, complete the
following steps to install the Office Connect Client using the ZIP package:
*Note: To ensure Office Connect functionalities work, make sure Microsoft Office 2010, 2013, or 2016
and Microsoft Outlook 2010, 2013, or 2016 are installed on the server.
1. Download the Client ZIP file, either by requesting a demo version or by contacting an AvePoint
representative for links to this package.
2. Extract this package and navigate to the Office Connect Client directory. Double-click the
Setup.exe file.
3. From the welcome screen, click Install.
4. Carefully review the Office Connect License Agreement, select the I accept the terms in the
license agreement. checkbox, and then click Next.
*Note: After the Client installation completes, you can navigate to the Client installation path
…\OCT\Agent\lic to check all of the demo license agreements.
5. Click the Browse button. Select the location for the Client installation. By default, the installation
location is C:\Program Files (x86)\AvePoint\OCT Agent for 64-bit operating system, and
C:\Program Files\AvePoint\OCT Agent for 32-bit operating system. Click Next.
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6. A pop-up message will appear informing you to close all Microsoft Office applications to ensure
Office Connect is fully functional after the installation. If you are unable to do so at this time,
restart your computer after the installation. Click OK to proceed to Rule Scanning.
7. Office Connect will perform a brief pre-scan of the environment to ensure that all rules meet the
requirements. The status for each rule will be listed in the Status column. Click the hyperlink of
the status to view the scan result’s detailed information, or click Detail to view the detailed
information on all of the requirements.
*Note: You cannot continue the installation if the Status of any of the rules is Failed.

A Failed status means that your system does not meet the minimum requirement of the
corresponding rule, and you must update your environment to meet the Office Connect
Client system requirements. Click the Rescan button to check your environment again.
If any of the following rules fails, you must manually update your environment to meet
the rules: Operating System Edition, Available Disk Space, .Net Framework
Version, .NET Framework Features, and VSTO 2010 Runtime Tool Installation Status.

If the status of any rule is Warning, your system meets the minimum requirement of the
corresponding rule, but does not meet the recommended condition. In this case, you
can still click Next to configure the Communication Configuration.

If all of the rule statuses are Passed, your system meets all of the recommended
conditions in the Office Connect Client system requirements. Click Next to configure the
Communication Configuration.
8. Prior to setting up the Communication Configuration between the Client host and the Office
Connect service host, you must ensure the Office Connect service has been installed on a
machine that can communicate with the current server.
When the requirements above are met, set up the Communication Configuration:

Office Connect Service Host – The hostname or IP address of the machine where the
Office Connect service is installed.

Office Connect Service Port – This is the port used to communicate with the Office
Connect service and should match the information provided during the Manager
configuration.
Click Next to start the installation.
9. After the installation, you will be brought to the Install Completed page. By default, the Launch
Office Connect after installation checkbox is selected in this page. Click Finish to exit the
installation wizard and open Office Connect directly. You can also deselect this checkbox and
click Finish to exit the installation wizard only.
Office Connect is now installed and configured.
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AvePoint Office Connect Installation and Configuration Guide
Installing an Office Connect Client Using the MSI Package
The MSI package allows the administrator to remotely install Office Connect Client for all Active
Directory (AD) users using the group policy.
After the Office Connect service to which the client will connect has been started, complete the
following steps to install the Office Connect Client using the MSI package:
1. Download the Client MSI file, either by requesting a demo version or by contacting an AvePoint
representative for links to this package.
2. Install the Microsoft Windows SDK (winsdk_web.exe).
3. Go to the installation directory of the Microsoft Windows SDK, and find the Orca.Msi file.
4. Run the Orca.Msi to install the MSI editor tool.
5. Modify the custom property of the MSI file.
6. Perform the installation using group policy. For more information, refer to Use Group Policy to
Remotely Install or Uninstall Software.
To modify the custom property of the MSI file, complete the following steps:
1. Right-click the MSI file, and select the Edit with Orca option from the drop-down menu.
2. In the pop-up window, find the CustomAction table.
3. Click the table, and the detailed information is displayed on the right pane of the window.
4. In the Target column, find the following column value:
/installtype=notransaction /action=install /LogFile=
/DocumentManagementServiceHost="[DocumentManagementServiceHost]"
/DocumentManagementServicePort="14301"
/ProductType="[PRODUCTType="[PRODUCTTYPE]"
"[#_1A17AF6887BC34D036C0513A1A8BC07F]" "[VSDFxConfigFile]"
5. Replace [DocumentManagementServiceHost] with the hostname or IP address of the machine
where the Office Connect service is installed.
6. Click the Save (
) button to save changes, and then close the window.
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Deploying the Office Connect Solution
All site collections that an end user has permissions to access will be listed in the end user’s Office
Connect Site Collection Scan tab after clicking Scan. In order to identify and create this list, the Office
Connect solution must be deployed.
Follow the instructions below to deploy the Office Connect solution to your environment.
1. On the Office Connect Manager server, navigate to …\OCT\Manager\bin directory.
2. Copy the folder named solution and paste it to an easy-to-find location on a SharePoint Central
Administration or Web front-end server.
3. On the server where you pasted the solution folder, right-click Windows PowerShell and select
the Run as administrator option.
4. In the pop-up window, enter the following commands to add the solution to SharePoint.
a. Enter the command cd\ and press Enter on the keyboard.
b. Enter the command cd
“C:\Program Files(x86)\AvePoint\OCT
Manager\OCT\Manager\bin\solution”
and press Enter on the keyboard.
*Note: Enter the full path of the solution folder to replace C:\Program
Files(x86)\AvePoint\OCT Manager\OCT\Manager\bin\solution\13 (16) in the
command.
c. Enter the command .\OCTSPServiceInstaller.ps1 and press Enter on the keyboard.
d. When the following message appears, enter the full URL of the Web application where
you want to deploy the solution.
Please enter the full URL of the Web application where the Office Connect solution
will be deployed.
e. Press Enter on the keyboard.
5. If the following message appears, it indicates the solution is added and deployed to the Web
application successfully.
Finished to deploy the solution.
6. After the solution is deployed, the Web application feature Office Connect Content Type
Customization Feature and Office Connect Add to Favorites Feature are available.
7. Open Central Administration.
8. Navigate to Application Management > Manage web applications.
9. Select the Web application where the Office Connect solution has deployed, click Manage
Features in the Manage group on the ribbon.
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AvePoint Office Connect Installation and Configuration Guide
10. Find the Web application feature Office Connect Content Type Customization Feature, and click
Activate to activate the feature. After the feature is activated, a customized content type named
AvePoint_Content Type where columns match metadata of e-mails will be available in all sites
under this Web application.
*Note: To make sure the customized content type can be selected when uploading e-mails using
Office Connect, the customized content type must be added to the library level from the site
level.
11. Find the Web application feature Office Connect Add to Favorites Feature, and click Activate to
activate the feature. After the feature is activated, site collections, sites, lists, and libraries can
be added to the Office Connect favorite list directly in SharePoint.

Click FAVORITES on the upper-right corner of a site collection or site to add it to your
favorite list in Office Connect.

Click LIBRARY/LIST > Add to Favorites on the ribbon to add the library/list to your
favorite list in Office Connect.
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Configuring Office Connect
On the Office Connect Manager server, you can find the OCTManagerAdminSetting.xml and
OCTManagerEnv.config files in the …\OCT\Manager\data directory. The OCTManagerAdminSetting.xml
and OCTManagerEnv.config files allow administrators to configure Office Connect settings for end
users. After these configuration files are modified, settings will be synchronized from the Manager
server to the corresponding Client servers.
If the domain name and NetBIOS name of the domain in your environment are different, the
OCTManagerDomainFilter.config file in the same directory must be configured.
Configuring Domain Settings
If the domain name and NetBIOS name of the domain in your environment are different, configure the
domain settings in the OCTManagerDomainFilter.config file to make sure the Quick Share feature
works.
1. Open the OCTManagerDomainFilter.config file with Notepad.
2. Add the following nodes at the bottom of the file:
DomainName@NetBIOSName@User:(&((&(objectCategory=person)(objectClass=user)))(|(cn=
*)(samAccount=*)))
DomainName@NetBIOSName@Group:objectClass=group

Use the domain name of the domain in your environment to replace the DomainName
parameter.

Use the NetBIOS name of the domain in your environment to replace the NetBIOSName
parameter.
3. Save changes to this file.
Configuring Illegal Character Replacement
When uploading files to SharePoint using Office Connect, filenames that contain configured illegal
characters will be renamed by replacing the illegal characters with the characters configured in the
OCTManagerAdminSetting.xml file.
1. Open the OCTManagerAdminSetting.xml file with Notepad.
2. Configure the nodes in this file to configure the corresponding settings.
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AvePoint Office Connect Installation and Configuration Guide
3. To specify the illegal characters and the replace characters, configure the nodes as shown in the
screenshot below:
Figure 2: The illegal and replace characters nodes.

InvalidCharacter – Define the character as an illegal character.

ReplaceCharacter – The character that will be used to replace the corresponding illegal
character.
Repeat this node to configure additional pairs of characters.
Configuring File Extensions That Can Show Preview
1. Open the OCTManagerAdminSetting.xml file with Notepad.
2. Configure the nodes in this file to configure the corresponding settings.
3. To modify the file extensions that can use the Preview, configure nodes as shown in the
screenshot below:
Figure 3: The Preview nodes.

Name – The file type that can use the Preview feature.

Extension – Enter the extensions of the corresponding file type. Use "|" to separate
multiple extensions.
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Configuring Blocked File Type Settings
These settings take effect on the Web application level.
1. Open the OCTManagerAdminSetting.xml file with Notepad.
2. Configure the nodes in this file to configure the corresponding settings.
3. To configure the block settings, configure nodes as shown in the screenshot below:
Figure 4: The block settings nodes.

WebAppUrl – Enter the URL of the Web application for which you want to block the file
types. You can also enter * here to configure blocked file types for all Web applications.

FileType – Enter the file types that you want to block for the Web application. Separate
each file type by "|".

FileSize – Configure the maximum size that is allowed for a single upload to any site of
the Web application.

Unit – The unit of the file size.
Repeat this node to configure the blocked file types and file size for other Web applications.
Configuring Valid E-mail Address Formats
1. Open the OCTManagerAdminSetting.xml file with Notepad.
2. Configure the nodes in this file to configure the corresponding settings.
3. To configure a valid e-mail address, enter the latter part (@domain) of an e-mail address as the
value of the AddressFormat parameter as shown in the screenshot below.
<ValidEmailAddressSetting AddressFormat="" /> is used to configure a valid e-mail address for
SharePoint On-Premises and <ValidOnlineEmailAddressSetting AddressFormat="" /> is used for
SharePoint Online. Repeat this node to add more e-mail addresses.
Figure 5: The valid e-mail address node.
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AvePoint Office Connect Installation and Configuration Guide

Users that exist in the configured domains are regarded as internal users. When sharing
files with these users using Quick Share, the shared files will be stored in the selected
Quick Share location.

Users that do not exist in the configured domains are regarded as external users.
o
When sharing files with external users selecting a SharePoint On-premises node
as the Quick Share location or sharing SharePoint On-premises files with
external users using the Quick Share button in the Office Connect interface, the
shared files will be stored in both the selected Quick Share location and the
Shared File Location configured at Perimeter Manager, and the files are
accessible in the Perimeter External Portal.
o
When sharing files with external users selecting a SharePoint Online node as the
Quick Share location or sharing SharePoint Online files with external users using
the Quick Share button in the Office Connect interface, the files are accessible
through the guest links provided in the e-mail notification.
Naming Containers
1. Open the OCTManagerAdminSetting.xml file with Notepad.
2. Configure the nodes in this file to configure the corresponding settings.
3. To modify node names in the Office Connect interface, configure the nodes as shown in the
screenshot below:
Figure 6: The container settings nodes.

Name – The internal name of a node in the Office Connect interface. This cannot be
edited.

Text – The customized name of the node.

UseDefault – Whether or not to use the default node internal name. True means to use
the default name, and False means to use the customized name.
Configuring Office Connect Client Server Settings
1. Open the OCTManagerAdminSetting.xml file with Notepad.
2. Configure the nodes in this file to configure the corresponding settings.
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3. To configure settings for Office Connect Client servers, configure the nodes as shown in the
screenshot below:
Figure 7: The client settings nodes.
For detailed information on the configurations, refer to the sections below.
Enabling Log Collection
Set EnablePerformanceMonitor to true to collect performance logs in the …\AppData\Local\Office
Connect\Logs directory.
Loading Properties for Office Files
Set LoadOfficeCustomerProperties to true to show all properties and values of the file you are about to
upload in the Edit File Properties page of Office Connect.
Disabling Quick Share
Set QuickShareHidden to true to disable the Quick Share functionality. Once disabled, all Quick Share
buttons will be hidden apart from Office Connect ribbons.
*Note: To make sure Quick Share buttons are hidden immediately, restart Windows Explorer in the Task
Manager on the Office Connect Client server.
Configuring Schedule for User Synchronization
Change the value of LoadUserCache_Hours to modify the interval of synchronizing AD users from
SharePoint to Office Connect. The default interval is 24 hours.
Disabling Office Connect Auto Refresh
Set IsRefreshRightContent to false to disable the auto refresh functionality. Once disabled, content on
the right pane of the Office Connect interface will not be automatically refreshed when new content is
created by clicking New on the ribbon.
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AvePoint Office Connect Installation and Configuration Guide
E-mail Upload Custom Settings
Set SaveMailTitleCustomizeEnable to true to customize settings for e-mails that are uploaded using
Office Connect.

SaveMailDateTimeFormat – Use this parameter to customize the format of the date
and time property for the e-mail after being uploaded to SharePoint. The default format
is yyyyMMddhhmmss.

SaveMailTitleFormat – Use this parameter to customize the name and title of the e-mail
after being uploaded to SharePoint. The default name and title’s format is
SenderName_SendTime_Subject.msg.
The value of the UploadAutoMappingMetata parameter is true, which means e-mails uploaded to
SharePoint using Office Connect will automatically use the provided e -mail property mappings.
Setting the Number of Nodes that Appear under Recent
Enter a value for RecentlyCount to set the number of nodes that can be displayed under the Recent
Location node. The default value is 10.
Setting Maximum Filename Length for Upload
Enter a value for FileNameCutoffLength to set the maximum characters in the name of a file that can be
uploaded using Office Connect. The default character limitation is 128.
Enabling the Insert SharePoint Link in New E-mails
Set AttachmentInsertEnabled to false to disable the Insert Links button in a new e-mail.
Setting Default Storage Locations by File Types
Configure the following locations for each file type:

WordDefaultSaveLocation – The default storage location for new Word files.

ExcelDefaultSaveLocation – The default storage location for new Excel files.

PowerPointDefaultSaveLocation – The default storage location for new PowerPoint
files.
Defining Template ID Displays
The template ID entered for the LoadLibraryTemplate node will define lists and libraries in which the
template can be loaded under each SharePoint connection. The following list and libraries are built-in
ones that will always be loaded:

Document Library
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27

Picture Library

Custom List

Connector Content Library
For more information on list and library template IDs, refer to the following Microsoft article:
https://msdn.microsoft.com/en-us/library/office/microsoft.sharepoint.splisttemplatetype.aspx.
Converting to Your SharePoint Time Zone
Set the ConvertTimeBySharePointTimeZone node to true to convert time to match your SharePoint
environment’s time zone.
Setting Maximum Number of Files to Which Actions Can be Performed
Enter a value for SimultaneousItemsLimit to determine the number of items that can be operated
simultaneously using Office Connect, including drag and drop items into the Office Connect interface,
move objects to SharePoint, and Quick Share. The default number is 50.
Keeping the Metadata of Source Data
Set the LoadFileInfoMeta node to true to keep the following property values of the objects after being
uploaded to SharePoint using Office Connect:

Created Time

Modified Time

Modified By
Configuring Behavior of Clicking Shared Files
The value of the EnableLocalOWALink node is true, which allows internal users to directly open the file
shared with them in the SharePoint On-Premises Quick Share location by clicking the file link in the
Quick Share notification e-mail. Set the node to false to follow the default behavior of the default
browser on the Office Connect Client server.
The value of the EnableO365OWALink node is true, which allows internal users to directly open the file
shared with them in the SharePoint Online Quick Share location by clicking the file link in the Quick
Share notification e-mail. Set the node to false to follow the default behavior of the default browser on
the Office Connect Client server.
Configuring OneDrive for Business Connections
The value of the AutoAddMySite node is false, which enables OneDrive for Business (On-Premises) and
OneDrive for Business (Online) to be automatically added to the SharePoint Connections node when
there is no node under the SharePoint Connections node.
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AvePoint Office Connect Installation and Configuration Guide
Set the AutoAddMySite node to true to automatically add those nodes to the SharePoint Connections
node when there are no nodes sharing the same names with them.
*Note: These two nodes can be displayed in the SharePoint Connections node only when the
corresponding SharePoint Server Settings are configured.
*Note: Once these two nodes are deleted from the SharePoint Connections node, they will never be
automatically added back by Office Connect.
Configuring Quick Share Notification E-mail Server
The value of the SendEmailByDMSServer node is true, which means the message informing the
outgoing e-mail server to send Quick Share notification e-mails is sent by the Office Connect Manager
server. Set the node to false to send the message by the Office Connect Client server where Quick Share
is performed.
Configuring Offline Working Period
The value of the ClientMaxWorkDaysInOfflineMode node is 7, which allows users to use Office Connect
for 7 days if the connection between an Office Connect Client server and the Manager server is
disconnected. This offline working period can be customized.
*Note: The maximum number can be configured for this node is 30. If a number greater than 30 is
configured, Office Connect can still offline work for 30 days.
Site Collection Scan Thread Settings
The value of the ScanOnlineSiteCollectionThread parameter is 1, which means one thread will be used
to scan SharePoint On-Premises site collections. The value of the ScanLocalSiteCollectionThread
parameter is 1, which means one thread will be used to scan SharePoint Online site collections. Change
the value of the corresponding parameter to use multiple threads to perform the site collection scan.
Permission Control for Inserted SharePoint Links
Set GrantQuickSharePermission to true to enable the permission assignment for the folders and files
that are inserted as SharePoint links in an e-mail. After clicking Send or Send and File to send the e-mail,
users entered in the To field will be granted the Contribute permission to the folders and files, and users
entered in the Cc field will be granted the Read permission.
Configuring Site Collection Scan
All site collections that an end user has permissions to access will be listed in the end user’s Office
Connect Site Collection Scan tab after clicking Scan. In order to identify and create this list, Office
Connect scans site collections under Web applications that you configure here. If no Web application is
AvePoint Office Connect Installation and Configuration Guide
29
configured here, the farm where the site collection configured in the SharePoint Settings page resides
will be the scan scope.
Configure the nodes in the OCTManagerAdminSetting.xml file to define Web applications:
Figure 8: The Site Collection Scan nodes.

SearchServiceApplicationProxyName – Enter the proxy name of the Search Service
Application. If this parameter is configured, the SharePoint Search Service will be used
to search for site collections that the end user has permission to access. If this
parameter is not configured, the SharePoint API will be used to scan all site collections
that the end user has permission to access.
*Note: AvePoint recommends configuring this parameter to avoid possible performance
issues.

Url – Enter the URL of the Web application where the site collections will be scanned
using the Site Collection Scan function.
Repeat the <WebappUrl Url="" /> node to configure more Web applications.
Configuring E-mail Property Mappings
By default, six property mappings are provided for e-mails uploaded to SharePoint using Office Connect.
When an e-mail is uploaded to SharePoint, the property values of the e-mail will be mapped to the
configured SharePoint columns’ values. To configure e-mail property mappings, configure the nodes in
the OCTManagerAdminSetting.xml file:
Figure 9: The e-mail property mappings nodes.
Each <Mapping Header=" " Field=" " /> node is an e-mail property mapping.
30

Header – The e-mail property.

Field – The SharePoint column to which the e-mail property will be mapped.
AvePoint Office Connect Installation and Configuration Guide
*Note: When the IsLocked parameter value is set to true, e-mail property mappings cannot be
customized on the client server. The Use mappings configured in manager checkbox will be dimmed
and cannot be deselected in the E-mail Property Mappings page.
*Note: Nodes in the screenshot above will not exist in the OCTManagerAdminSetting.xml file when the
Office Connect Manager is upgraded from a previous version. You can manually add these nodes to the
<GlobalSetting> </GlobalSetting> node of the file after all Office Connect Clients that connect to this
Office Connect Manager have been upgraded to version 1.30 or later. You can also manually add e-mail
property mappings using the Manager Configuration Tool.
Configuring Group Settings
To configure an interval for synchronizing settings to Office Connect Clients, pop-up settings in the
Outlook, and default SharePoint connections, configure the nodes in the OCTManagerAdminSetting.xml
file:
Figure 10: The group settings nodes.
The screenshot above illustrates the default settings for all Active Directory (AD) users.
To customize settings for a specific Active Directory (AD) group, enter the name of the group as the
value of the Name parameter, and enter an order as the value of the Order parameter. Users in the AD
group will use the corresponding settings.

To synchronize the settings for Office Connect Client servers, configure the interval to
synchronize the settings as the screenshot shown below. Enter a number as the value of
the Interval parameter. The unit is Minute.
Figure 11: The synchronization interval node.
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31
*Note: For a user that is in multiple AD groups, the synchronization interval configured
in the group that is highest in the order will be automatically used for this user. If no
order is configured in these groups, the synchronization interval in the first group
configured in this XML file will be used.

To configure pop-up settings in the Outlook, configure the nodes as the screenshot
shown below:
Figure 12: The Pop-up Settings nodes.
o
Name – The name of the pop-up setting.
o
Visibility – Whether or not the pop-up setting is displayed in the Pop-up
Settings tab of the Office Connect interface from the Outlook.
o
IsLocked – Whether or not the pop-up setting is editable.
*Note: For a user that is in multiple AD groups, the pop-up settings configured in the
group that is highest in the order will be automatically used for this user. If no order is
configured in these groups, settings in the first group configured in this XML file will be
used.

To configure default SharePoint connections for end users, add nodes in the format of
the node as the screenshot shown below. Enter the full URL of the site collection or site
as the value of the CurrentWebUrl parameter. Enter 15 (SharePoint 2013), 2016
(SharePoint 2016), or 16 (SharePoint Online) as the value of the SPVersion parameter to
indicate the SharePoint version. Repeat the node to add more default SharePoint
connections.
Figure 13: The SharePoint Connection node.
*Note: For the user that is in multiple AD groups, the default SharePoint connections
configured in these groups will all be displayed for this user.
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AvePoint Office Connect Installation and Configuration Guide
Configuring Quick Share Settings
The OCTManagerEnv.config file allows administrators to configure Quick Share settings for end users.
1. Open the OCTManagerEnv.config file with Notepad.
2. Find the following nodes:
<QuickShareLocationSetting>
<QuickShareLibraryTitle>Documents</QuickShareLibraryTitle>
<Organization>
</Organization>
<O365QuickShareLibraryTitle>Documents</O365QuickShareLibraryTitle>
<O365Organization>
</O365Organization>
<EnableO365ExternalShare>true</EnableO365ExternalShare>
<O365ExternalShareRequireSignIn>false</O365ExternalShareRequireSignIn>
</QuickShareLocationSetting>

The <QuickShareLibraryTitle>Documents</QuickShareLibraryTitle> node is used to
define the default Quick Share location for end users in end users’ SharePoint On Premises My Site. The default location is the Documents library in end users’ My Site.

The <Organization> node is used to define the organization that you want to display in
the quick share e-mail notification for external users when:
o
the selected Quick Share location is a SharePoint On-Premises location;
o
or sharing SharePoint On-Premises files using the Quick Share button in the
Office Connect interface.

The <O365QuickShareLibraryTitle>Documents</O365QuickShareLibraryTitle> node is
used to define the default Quick Share location for end users in end users’ SharePoint
Online My Site. The default location is the Documents library in end users’ My Site.

The <O365Organization> node is used to define the organization that you want to
display in the quick share e-mail notification for external users when:
o
the selected Quick Share location is a SharePoint Online location;
o
or sharing SharePoint Online files using the Quick Share button in the Office
Connect interface.
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33

The <EnableO365ExternalShare>true</EnableO365ExternalShare> node is used to
choose whether or not to enable Quick Share for external users when the selected Quick
Share location is a SharePoint Online location or sharing SharePoint Online files using
the Quick Share button in the Office Connect interface. The default value of this node is
true, which means the Quick Share is enabled. Set the value to false, and both the Quick
Share for external users by Office Connect and the sharing outside your company by
SharePoint Online are disabled.

The <O365ExternalShareRequireSignIn>false</O365ExternalShareRequireSignIn> node
is used to choose whether or not an authentication is required for external users when
they access the shared objects. The default value of this node is false, which means no
authentication is required. This node only works for objects that are shared outside your
company by SharePoint Online.
3. Save changes to this file and close it.
Disabling the Automatic User Registration Functionality
A user that uses Office Connect will be automatically registered and listed in the Registered Users list of
the User Management page of the Manager Configuration Tool.
The OCTManagerEnv.config file allows administrators to disable the automatic user registration
functionality.
1. Open the OCTManagerEnv.config file with Notepad.
2. Find the <LicenseSetting> node.
3. In this node, find the <RegisteredUser>True</RegisteredUser> node.
4. Replace True with False in the node.
5. Save changes to this file and close it.
After this functionality is disabled, users that use Office Connect will not be automatically registered, but
they will be listed in the Unregistered Users list of the User Management page of the Manager
Configuration Tool. They can be registered manually by administrators in the User Management page.
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AvePoint Office Connect Installation and Configuration Guide
Configuring Trusted Domain Settings
The OCTManagerEnv.config file allows administrators to enable the Trusted Domain Account setting
field in the Manager Configuration Tool. In this field, administrator can configure the trusted domain for
the SharePoint with which end users will use Office Connect functionalities based on the SharePoint
settings.
1. Open the OCTManagerEnv.config file with Notepad.
2. Find the <TrustedDomainSetting> node.
3. A node named <Enabled>False</Enabled> can be found under the <TrustedDomainSetting>
node.
4. Replace False with True to enable the trusted domain setting. The Trusted Domain Account
field will appear in the Service Configuration tab of the Manager Configuration Tool.
Figure 14: The Trusted Domain Account field.
5. Save changes to this file and close it.
6. On the Office Connect Manager server, open the Manager Configuration Tool.
7. Go to the Service Configuration tab, and configure the trusted domain account by entering a
username and password in the corresponding text box.
Configuring Providers for ADFS Authentication
The OCTManagerEnv.config file allows administrators to configure authentication providers for ADFS
authentication. The Authentication provider must be configured prior to sharing content with ADFS
users using Quick Share.
1. Open the OCTManagerEnv.config file with Notepad.
2. Find the <ADFSSetting> node.
Figure 15: The ADFS setting node.
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3. Enter the trusted identity provider of the ADFS authentication in the <Provider> </Provider>
node.
4. Save changes to this file and close it.
*Note: To ensure the Quick Share works for ADFS users, restart the Office Connect service after
configuring the authentication provider.
*Note: To ensure all Office Connect features work on Office Connect Client servers that connect to the
current Office Connect Manager, do not configure the nodes in the screenshot above prior to upgrading
all Office Connect Clients to version 1.30 or later.
Customizing the Secure Share Message
When the Insert Secure Share Link functionality in an e-mail is used, a table will be inserted in the email. The names and file sizes of the shared files or folders are listed in the table. At the bottom of the
table, there is a configurable message. To change this message, complete the steps below:
1. Open the OCTManagerAdminSetting.xml file with Notepad.
2. Find the following nodes and configure the following parameter values.
<Setting Name="SecureShareLinkDesign" Type="SecureShareLinkDesign">
<SecureShareLinkDesignSetting Enable="True" ShowDefaultIcon="False" ADLinkScript=""
ADImageIco=""/>
</Setting>

Enable – Keep the default parameter value True to display the secure share message.

ShowDefaultIcon – This parameter value defines whether or not to display an icon in
the secure share message.
o
True – An icon will be displayed in the secure share message. If an icon is
customized by assigning the ADLinkScript and ADImageIco parameter values,
the customized icon will be displayed in the secure share message. If no
customized icon is configured, the default icon (
o

) will be used.
False – No icon will be displayed in the secure share message.
ADLinkScript – Enter the full path of the HTML file where a secure share message is
customized.
*Note: The HTML file must be stored on the server where Office Connect Manager is
installed.

ADImageIco – Enter the full path of the ZIP file where images are compressed if an icon
is customized in the message.
*Note: The ZIP file must be stored on the server where Office Connect Manager is
installed.
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AvePoint Office Connect Installation and Configuration Guide
*Note: Nodes above will not exist in the OCTManagerAdminSetting.xml file when the Office
Connect Manager is upgraded from version 1.20 or earlier. You can manually add these nodes to
the <GlobalSetting> </GlobalSetting> node of the file after all Office Connect Clients that
connect to this Office Connect Manager have been upgraded to version 1.30 or later.
3. Save changes to this file and close it.
4. When you use the Insert Secure Share Link functionality in an e-mail, your new message will be
displayed at the bottom of the table.
Enabling the Office Template Files Synchronization
The OCTManagerEnv.config file allows administrators to enable the synchronization of Microsoft Office
template files from SharePoint to the …\Microsoft Office\Templates directory on Client servers.
*Note: This feature only works for Microsoft Office 2010 and 2013.
1. Open the OCTManagerEnv.config file with Notepad.
2. Find the <SyncOfficeTemplatesSetting> node, and configure the nodes below.

<Visible>False</Visible> – Set the value to True to display the Synchronization Settings
page on the Manager Configuration Tool interface. The default value is False.
*Note: It is recommended that you configure the synchronization settings in the
Manager Configuration Tool.

<Enable>False</Enable> – Set the value to True to enable the synchronization of
Microsoft Office template files. The default value is False.

<Interval>5</Interval> – Configure the interval for synchronizations. The default value
is 5. The time unit is minute.

<WebUrl> </WebUrl> – Enter the full URL of the site where the Microsoft Office
template files you want to synchronize are located.

<LibraryTitle> </LibraryTitle> – Enter the name of the library where the Microsoft
Office template files you want to synchronize are located.

<UserName> </UserName> – Enter the username of an account that has the permission
to access the site above.

<PassWord> </PassWord> – Enter the password of the account.
3. Save changes to this file and close it.
4. When a synchronization finishes, Microsoft template files in the library will be synchronized to
the …\OCT\Manager\data\OfficeTemplatesCache directory on the Office Connect Manager
server.
5. When an end user opens a Microsoft Word Document on the Office Connect Client server that
communicates with the Office Connect Manager, the Microsoft template files in the
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37
…\OCT\Manager\data\OfficeTemplatesCache directory on the Office Connect Manager server
will all be synchronized to the …\Microsoft Office\Templates directory on the Client server.
6. If the library is changed, the previously synchronized template files will be removed fro m the
…\OCT\Manager\data\OfficeTemplatesCache directory on the Office Connect Manager server.
Those files will also be removed from the …\Microsoft Office\Templates directory on the Client
server when an end user opens a Microsoft Word Document.
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AvePoint Office Connect Installation and Configuration Guide
Office Connect Manager/Client Maintenance
Modifying Office Connect Settings after Installation
To modify configurations of the Office Connect Manager after the installation, use one of the following
methods to access the Manager Configuration Tool:

Open the Start Menu in Windows on the Office Connect Manager server, and navigate
to OCT > Manager. Click the Manager Configuration Tool.

Run the Manager Configuration Tool by running the application file directly. Go to the
Uninstall folder in the …\OCT\Manager\Uninstall directory on the Manager server and
run the OCTManagerConfiguration.exe application file.
In the Manager Configuration Tool interface, click the items listed on the navigation pane and you can
modify the corresponding settings.
*Note: To ensure all Office Connect features work on Office Connect Client servers that connect to the
current Office Connect Manager, do not configure the activity report settings using the Manager
Configuration Tool prior to upgrading all Office Connect Clients to version 1.30 or later.
The following settings are unique to the Manager Configuration Tool:

Trusted Domain Account – Configure an account in the trusted domain of the farm you
want to use by entering the Username (Domain\Username) and Password.
*Note: This field only appears after the administrator has enabled the trusted domain
setting in the configuration file. For more information, refer to Configuring Trusted
Domain Settings.

Perimeter Integration Configuration – Select the Enable integration with AvePoint
Perimeter checkbox to configure Perimeter settings for the Quick Share functionality
used by external users.
o
Perimeter Manager URL – Enter the URL of the Perimeter Manager.
o
Perimeter Agent Host – Enter the hostname or IP address of the machine where
the Perimeter Agent is installed.
*Note: To integrate with Perimeter, ensure the following settings of Perimeter have
been configured in Perimeter Manager: General Settings, Notifications, System
Credentials, Shared File Location, and AD Users Synchronization. For more information,
refer to AvePoint Perimeter Administrator Guide.
If these settings are not configured, SharePoint On-premises files cannot be shared with
external users by clicking Quick Share on the ribbon of the Office Connect interface, and
files cannot be shared with external users using Quick Share when the selected Quick
AvePoint Office Connect Installation and Configuration Guide
39
Share location is a SharePoint On-premises node. For more information on external
users, refer to Configuring Valid E-mail Address Formats.
*Note: To share files in a SharePoint Online library with external users by using the
Quick Share button in the Office Connect interface, or share files with external users
using Quick Share and select a SharePoint Online library as the Quick Share location, the
Sharing setting of the SharePoint Online site collection where the library resides must be
configured first.
Refer to the following steps to configure the Sharing setting for a SharePoint Online site
collection:
i.
Open SharePoint admin center.
ii. Select the URL of a site collection, click Sharing in the Manage group on the
ribbon.
iii. In the Sharing pop-up window, select the Allow both external users who accept
sharing invitations and anonymous guest links option, and then click Save to
save the Sharing setting.
Select the Enable integration with AvePoint Perimeter Online checkbox to integrate
with AvePoint Perimeter Online. When inserting secure share links from SharePoint
Online connections or SharePoint Online admin center configured in the SharePoint
Settings page, AvePoint Perimeter Online will be used to secure share the inserted
objects.

E-mail Property Mappings – Configure e-mail property mappings for e-mails uploaded
to SharePoint using Office Connect. By default, the following six mappings are provided.
E-mail Property
To
CC
From
Subject
SendTime
Attachment
SharePoint Column
AvePoint_To
AvePoint_Cc
AvePoint_From
AvePoint_Subject
AvePoint_Sent Time
AvePoint_Attachment
To add an e-mail mapping, click Add Mapping above the mapping list. New mapping
text boxes appear. Enter the e-mail property you want to map and the SharePoint
column to which you want to map the e-mail property in the corresponding text boxes.
To remove an existing e-mail mapping, click the Remove (
the mapping.
40
) button in the same row as
AvePoint Office Connect Installation and Configuration Guide



SSL Certificate Configuration – Specify the SSL certificate for encrypting the
communication between the Office Connect Manager and Office Connect Clients.
o
Build-in Certificate – Uses the certificate provided by Office Connect. No
additional configuration is necessary.
o
Upload an Existing Certificate – Selecting this option allows you to select a
certificate from your local machine. Use the Certificate Authentication server of
the current machine to check whether the certificate is revoked and filter the
certificates to only display the certificates that are not revoked.
License Management – Office Connect can be used for thirty days for free. After that, a
new license must be imported.
o
License Usage – Click Browse to browse a valid license file. The information on
the browsed license will be displayed in the following table.
o
Notification Settings – Office Connect can be configured to notify you before
the license expires or the user count exceeds the license limitation.

Expiration Date – Configure this setting for notifications for license
expiration. Enter a positive integer into the text box and Office Connect
will send the notification the specified days before the license expires.

User Count – Configure this setting for notifications for the number of
users left. Enter a positive integer into the text box and Office Connect
will send the notification when the number of users left is less than the
specified value.

Frequency – Configure the frequency of the reminder.

E-mail Address – Enter the e-mail addresses of the users who will
receive the notification. Separate the e-mail addresses with a
semicolon.
User Management – View detailed information of all user license registrations, register
a user, unregister a user, or remove a user.
*Note: When a user uses Office Connect for the first time, the user will be automatically
added to the Registered Users list. To disable this functionality, refer to Disabling the
Automatic User Registration Functionality.
o
Register a user – Select the user you want to register in the Unregistered Users
list and click <<. The user will be moved to the Registered Users list.
o
Unregister a user – Select the user you want to unregister in the Registered
Users list and click >>. The user will be moved to the Unregistered Users list.
o
Remove a user – Select the user from either of the lists above and click Remove.
The user will be removed from the User Management page of the Manager
Configuration Tool.
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*Note: To make sure the edit in the User Management page can be saved successfully,
click OK or Apply on the lower-right corner of the page before moving to other pages of
the Manager Configuration Tool.

Synchronization Settings – Select the Synchronize template files from SharePoint
checkbox to configure the following synchronization settings.
o
Site URL – Enter the full URL of the site where the Microsoft Office template
files you want to synchronize locate.
o
Library Name – Enter the name of the library where the Microsoft Office
template files you want to synchronize locate.
o
Username – Enter the username of an account that has the permission to
access the site above.
o
Password – Enter the password of the account.
*Note: This field only appears after the administrator has enabled the Office template
files synchronization in the configuration file. For more information, refer to Enabling
the Office Template Files Synchronization.
*Note: The Manager Configuration Tool does not support the data transformation. If you want to use
the data in the former database, it is recommended that you back up the data to the server you wish to
use, and connect the specified server with the transferred database using the Manager Configuration
Tool.
Upgrading the Office Connect Manager/Client
Using the Office Connect Manager Upgrade Wizard
To upgrade the Office Connect Manager, refer to the instructions below:
1. Download the Manager ZIP file, either by requesting a demo version or by contacting an
AvePoint representative for links to this package.
2. Extract this package. Open this unpacked Office Connect Manager directory. Double-click the
Setup.exe file. The Office Connect Manager Upgrade Wizard appears.
3. Click Upgrade to start upgrading Office Connect Manager.
4. After the upgrade is completed, click Finish to exit the wizard.
Upgrading the Office Connect Client
There are two ways to upgrade the Office Connect Client: via the .exe file and via the MSI file.
To upgrade the Office Connect Client using the MSI file, refer to the instructions below:
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AvePoint Office Connect Installation and Configuration Guide
1. Download the Client MSI file, either by requesting a demo version or by contacting an AvePoint
representative for links to this package.
2. Install the high version Office Connect Client. For more information, refer to Installing an Office
Connect Client Using the MSI Package.
To upgrade the Office Connect Client using the .exe file, refer to the instructions below:
1. Download the Client ZIP file, either by requesting a demo version or by contacting an AvePoint
representative for links to this package.
2. Extract this package. Open this extracted Office Connect Client directory. Double-click the
Setup.exe file. The Office Connect Upgrade Wizard appears.
3. Click Upgrade to start upgrading the Office Connect Client.
4. After the upgrade is completed, click Finish to exit the wizard.
After upgrading Office Connect Manager and all Office Connect Clients, open the Manager Configuration
Tool and configure activity report settings to enable the activity report.
*Note: When you upgrade Office Connect from a lower version into version 1.30 or later, make sure all
Office Connect Clients have been upgraded prior to configuring the activity report settings.
Using the Office Connect (Manager) Uninstallation Wizard
You can use one of the following methods to access the uninstallation wizard of Office Connect
Manager/Client on the Manager/Client server after the Manager/Client has been installed. In order to
complete the uninstallation successfully, the uninstallation wizard must be run by a local administrator.

Open the Start Menu in Windows on the Office Connect Manager/Client server and
navigate to OCT > Manager/Agent. Click Manager Uninstall/Agent Uninstall.

Open the Control Panel on the Office Connect Manager/Client server and navigate to
Programs and Features. Locate the OCT Manager/OCT Agent and click
Uninstall/Change.

Run the uninstallation wizard of Office Connect Manager/Client by running the
application file directly in the installation directory on the Office Connect
Manager/Client server.
o
To run the uninstallation wizard for Office Connect Manager, go to the Uninstall
folder in the …\OCT\Manager directory on the Manager server and run the
OCTManagerUnisntallation.exe application file.
o
To run the uninstallation wizard for Office Connect Client, go to the Uninstall
folder in the …\OCT\Agent directory on the Client server and run the
OCTAgentUnisntallation.exe application file.
AvePoint Office Connect Installation and Configuration Guide
43
Uninstalling Office Connect
In order to uninstall an Office Connect Manager/Client, please ensure the Office Connect service being
removed is not in use by another process.
Uninstalling Office Connect Manager
The section below offers instructions on uninstalling Office Connect Manager from the following
common Windows environments:

Windows 10

Windows 8

Windows 7

Windows Server 2012 R2

Windows Server 2012

Windows Server 2008 R2

Windows Server 2008
To uninstall Office Connect Manager, complete the following steps:
1. Go to the server from which you want to uninstall the Office Connect Manager.
2. Access the uninstallation wizard using a method provided in Using the Office Connect (Manager)
Uninstallation Wizard.
3. In the Office Connect Manager Uninstallation Wizard interface, click Uninstall to start the
Manager uninstallation process.
4. Click Finish to complete the uninstallation.
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AvePoint Office Connect Installation and Configuration Guide
Uninstalling Office Connect Client
The section below offers instructions on uninstalling Office Connect Clients from the following common
Windows environments:

Windows 10

Windows 8

Windows 7

Windows Server 2012 R2

Windows Server 2012

Windows Server 2008 R2

Windows Server 2008
To uninstall the Office Connect Client that is installed using the ZIP file, complete the following steps:
1. Go to the server from which you want to uninstall the Office Connect Client.
2. Access the uninstallation wizard using a method provided in Using the Office Connect (Manager)
Uninstallation Wizard.
3. In the Office Connect Uninstallation Wizard interface, click Uninstall. The Client uninstallation
process starts. Select the Delete my data during the uninstallation checkbox to delete your data
when uninstalling the Office Connect Client from the server.
4. Click Finish to complete the uninstallation.
To uninstall the Office Connect Client that is installed using the MSI file, refer to Use Group Policy to
Remotely Install or Uninstall Software.
AvePoint Office Connect Installation and Configuration Guide
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AvePoint Office Connect Installation and Configuration Guide
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