User Guide: MacroView Solution Provisioning

About MacroView Solution Provisioning

The MacroView Solution Provisioning extension for MacroView DMF, MacroView Message and solutions based on DMF and Message such as MacroView Case and Matter and MacroView Project, adds a new Provision option to the tree view right-click menu, allowing users and administrator to quickly and easily create and configure new areas in SharePoint. 

MacroView Solution Provisioning allows users with suitable permissions to:

• Create new site collections
• Create new sites
• Create new document libraries
• Add solution columns, content types and views to existing sites and libraries

MacroView Solution Provisioning works with:

• Standard SharePoint site collections
• OneDrive for Business user sites
• Team and Group sites collections
• Microsoft Teams site collections

In addition to classic SharePoint site collections, sites and libraries, MacroView Solution Provisioning also provides options to create site collections, sites and libraries for standard MacroView solutions for which your organisation is licensed. 

Available Solutions

The following standard solutions can be provisioned:

• MacroView Document and Email Management
• MacroView Case and Matter (coming soon)
• MacroView Project (coming soon)

 Contact services@macroview.com.au for information on how you can add your own custom solutions.

Is MacroView Solution Provisioning right for you?

MacroView Solution Provisioning requires MacroView DMF or MacroView Message 8.6 or later so if you are using DMF or Message version 8.5 or earlier, or MacroView Case and Matter or MacroView Project 8.5 or earlier, you should install MacroView Provisioning for SharePoint instead.

MacroView Solution Provisioning currently only supports provisioning of standard MacroView Document and Email Management site collections, sites and libraries.  If you are using MacroView Case and Matter or MacroView Project you will need to install MacroView Provisioning for SharePoint instead.

During November 2019, we will also be adding provisioning solutions to MacroView Solution Provisioning for MacroView Case and Matter and MacroView Project.   Click 'Follow' in the top right of this page to receive a notification as these update become available.

Provisioning new site collections, sites and libraries

When MacroView Solution Provisioning is installed the right-click tree view menu in Browse and Favorites of MacroView DMF and MacroView Message includes a Provision option with sub menu options that are contextual based on the selected item. 

Where an option is not supported or the user does not have the required permissions, the option on the sub menu will be disabled.

New Site Collections

For on-premises SharePoint the site collection should be created in the browser and the solution components added later using the Add Site Collection Components option on the Provision menu.

In order to create new site collections on SharePoint Online you must have tenant admin permission.  If you are not a tenant admin contact you SharePoint administrator and have them create it for you.

To create a new site collection:

• Right-click on the SharePoint Online tenant node and select Provision > New Site Collection.
   
• Select the Site Type and enter the site collection title, URL stem and other parameters.

• To see a detailed description of what the selected site type will create, float the mouse over the ? 

• If the selected site type includes an option to automatically number newly created areas (such a matter or project numbers) you can check the Create List option to have this created in the new site collection.
  
  
   
• Click OK

The creation of a new site collection can take some time so please be patient.  If you want the dialog to close automatically when the site collection has been created, check the Close window when finished option before clicking OK.

New Sites

To create a new site:

• Right-click on the site collection node and select Provision > New Site.
   
• Select the Site Type and enter the site title, URL stem and other parameters.

• To see a detailed description of what the selected site type will create, float the mouse over the ?
  
  Only options applicable to the site collection configuration will be displayed.  For example, if the site collection has been configured for use with MacroView Case and Matter, options for MacroView Document and Email Management or MacroView Project will not be listed.
   
• If the selected site type includes an option to automatically number newly created areas (such a matter or project numbers) you can check the Create List option to have this created in the new site.
   
• Click OK 

New Libraries

To create a new library:

• Right-click on the site node and select Provision > New Library.
  
  
• Select the Library Type and enter the library title, URL suffix and other parameters.

• To see a detailed description of what the selected library type will create, float the mouse over the ?
  
  Only options applicable to the site collection configuration will be displayed.  For example, if the site collection has been configured for use with MacroView Case and Matter, options for MacroView Document and Email Management or MacroView Project will not be listed.
   
• Click OK

New Library from Template

To create a new library using a standard library template:

• Right-click on the site node and select Provision > New Library from Template.
  
  
• Select the Template and enter the library name and description.

• Click OK

Adding MacroView solution components to existing sites and libraries

To add solution components to an existing site collection, site or library, right click on the item in the tree view and select:

• Provision > Add component
  
  
• Select the required component or components

• To see a detailed description of what components will created for the selected option, float the mouse over the ?
  
  Only options applicable to the site collection configuration will be displayed.  For example, if the site collection has been configured for use with MacroView Case and Matter, options for MacroView Document and Email Management or MacroView Project will not be listed.
   
• Click OK 

Download MacroView Solution Provisioning

MacroView Solution Provisioning is supported on version 8.6 or later of MacroView DMF, MacroView Message and products based on DMF such as MacroView Case and Matter and MacroView Project. 

You can download MacroView Solution Provisioning from here

If you are using a version earlier then 8.6 you need to install the individual provisioning extension applicable to the MacroView product you are using.  See MacroView Provisioning for more information.