Evaluating MacroView DMF 365

Welcome to MacroView DMF 365

Thank you for choosing to evaluate MacroView DMF 365. This software is built to help you and your business easily manage documents, emails and more with your SharePoint Online (Office 365) service.

This guide contains everything you need to get started with your first installation. Remember to sign into the MacroView Help Centre and have your license key ready before beginning this tutorial.

If you don’t have a MacroView Help Centre account, you can create one right now by clicking Sign in in the top right and selecting Sign up. If you haven’t got a license key you can evaluate MacroView DMF 365 free for 30 days by completing our evaluation form.

You must have a Help Centre account and hold an evaluation or full license for MacroView DMF 365 to proceed with this guide.

 

Step 1: Download and install MacroView DMF 365

The first step involves downloading and installing the MacroView DMF client to your local machine.

  1. Close Microsoft Office applications (Outlook, Word, Excel and PowerPoint) and Adobe Reader.
  2. Download the version of MacroView DMF 365 that corresponds to your Windows installation from the Downloads site.
  3. Double-click the downloaded file and run the MacroView DMF Setup Wizard.

Once the wizard is complete, MacroView DMF will be installed on your system. 

 

Step 2: Add your SharePoint Online (Office 365) server

In this step you will enter your SharePoint Online (Office 365) server details to use with MacroView DMF.

  1. First, double-click on the MacroView DMF desktop icon to open MacroView DMF Explorer.
  2. Open the File menu, choose Options and go to the Servers tab. 
  3. Click Add to associate an existing SharePoint site collection with MacroView DMF.

Options-Servers-Tab-1.png

The Server window allows you to enter your SharePoint server location, create a server name and configure advanced settings.

  1. In the Server Name field, enter a display name for your Office 365 Tenancy. This will appear as a new top-level node in the Browse mode of MacroView DMF.  
  2. In the Server Path box, enter the URL path to your SharePoint Online (Office 365) Tenancy.
    • Note: You must have at least read access to the entered Server Path to activate the license.
  3. In the Server Type drop-down, select SharePoint Online (Office 365).
  4. Now that you have entered your server details, License Status will display one of the following: 
    •  - This indicates that your SharePoint server path is valid but not yet licensed for use with MacroView DMF. Please continue to Step 3: Activate your MacroView DMF 365 license.
    •  - This indicates that your SharePoint server path has been verified and licensed with MacroView. Skip forward to Step 4: Install MacroView sample libraries.
    •  - This indicates that MacroView Licensing cannot contact your SharePoint location. As a first step, make sure your Server Path has been entered correctly. If your Server Path is correct and you're still experiencing this error, please see the following knowledge base article for troubleshooting: License status 'Unknown' after entering server path details.

 AddNewServerDialogUnlicensed.png

 

Step 3: Activate your MacroView DMF 365 license

To license MacroView DMF, click the Activate link to open the MacroView Licensing website.

  1. Login with your Office 365, Microsoft or Google account by choosing the appropriate icon and entering your details.
    • MacroView recommends using a non-employee-specific account (e.g. admin@ or other group account) as the same account will need to be used for all subsequent activations of the license.
    • You will be prompted by the relevant account provider to trust the MacroView Licensing site.  You must grant this access in order to register the account.
  2. Click Sign in to load the Activate License page.

 Step2LicensingPage.png

 

  1. After the licensing home page loads, select Licenses > Activate on the left navigation panel.
  2. Now, enter the License Key (supplied by MacroView) in the field provided.
    • Note: Your SharePoint Online (Office 365) server path should be entered automatically. Ensure your License key and server path are accurate, then click Next.
  3. The next window will display the MacroView products associated with your license key. Ensure that all your services are selected, then click Next.
  4. The confirmation page will now load displaying your license key, the SharePoint server associated with the license and the MacroView products that will activate. If these details are correct, click Next to proceed to the Licenses Summary page.

 Step2ActivateDialog.png

  1. Return to the Server dialog in MacroView DMF Explorer.
  2. Click Recheck to confirm that the newly added Tenancy is licensed. The License Status will display a  indicator if it is.

 AddSNewServer365TenancyLicensed.png

 

Understanding your MacroView licence

It's important to remember that your MacroView licence is not tied to an individual user, but to your:

  • Server Farm for SharePoint Server (on-premises), and/or
  • SharePoint Online Tenancy, for SharePoint Online (Office 365)

This means that your SharePoint environment only needs to be licensed with MacroView once, and the amount of users able to connect are limited by the amount of user seats your organisation has purchased.

If you want to find out more about MacroView licensing visit Managing MacroView 365 and Client Side Only licenses.

 

Step 4: Install MacroView sample libraries (optional)

Note: You only need to complete this once per site on your SharePoint Online (Office 365) Tenancy.

Streamline your evaluation of MacroView DMF 365 by installing two sample document libraries that contain the custom metadata columns required for automatic recording of metadata as you save email messages and documents. The libraries also contain some sample documents for demonstration purposes.

The content types in these sample libraries will be available for inclusion in other document libraries within the same site collection.

  1. Download the MacroView Sample Library Utility and install it on your PC.
  2. Double-click the MacroView Sample Library Utility icon on your desktop to load the tool.

LibraryUtilityAndIcon.jpg

  1. Enter the URL of the SharePoint Online site where you would like the MacroView sample libraries to be created.
  2. Click Create.
    • If the nominated site is a team site and you have edit rights (this is a typical security configuration) the two sample libraries will be created. If your account does NOT have adequate permission the Sample Library Utility will display an informative message.
    • The three content types used in these sample libraries will be added to the site collection that contains that site. You can then use these site content types in your own libraries.
    • If you click Advanced you will see details of the site content types and sample libraries, and if necessary change titles for the sample libraries.

Follow these steps to define the Search Managed Properties that are required to get results when you use the Keyword Search and Email Search panels that have been installed as part of MacroView DMF.  Note that to perform these steps you will need administrator rights to your SharePoint Online account.

 

Step 5: Start using MacroView DMF 365

You have successfully completed your installation of MacroView DMF 365. The links below contain more information to help you get started. Thank you for choosing to evaluate MacroView DMF 365.

More Information

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