Setup file storage in your company's SharePoint tenet
By default, OneTeam offers your company the ability to store documents related to your opportunities securely in the cloud. If your organization uses Microsoft 365, however, you may optionally store your documents in SharePoint Online. This gives greater flexibility including the ability for real-time co-authoring in Word on the desktop and the ability to automatically save document edits online without the need to manually re-upload.
In order to migrate your company's documents to SharePoint Online, please follow these steps:
Create a SharePoint site
- Have an Office 365 Global Administrator sign in to Office 365.
- Click the app launcher icon in the top left of the page and select 'Admin'.
- Within the Office Admin Center, click on 'Show all' on the left navigation bar.
- Expand the 'Admin centers' option and click on 'SharePoint'.
- Once inside the SharePoint Admin Center, expand the 'Sites' option and click on 'Active sites'.
- Click the 'Create' button in the toolbar.
- In the panel that appears, select the 'Team Site' option.
- Set the Site Name to "OneTeam", ensure that the Site Address is '../teams/OneTeam', enter a Group Owner, and click 'Next'. Note: The Site Address must follow this pattern: '../teams/OneTeam'. If the pattern is '../sites/OneTeam', you will need to change the Create Team Sites Under option to '/teams/' under Settings > Site Creation and return to step 6.
- Add additional owners and members if desired and click 'Finish'.
Enable document sharing with external users
Note: The steps in this section should only be applied if you do NOT intend to store Controlled Unclassified Information (CUI) of Controlled Defense Information (CDI) in your SharePoint Online tenant in compliance with NIST 800-171. If you plan to store CUI or CDI data, continue to the next section.
- Within the SharePoint Admin Center from above, expand the 'Policies' option and click on 'Sharing'.
- Under External Sharing, select 'New and existing guests' for SharePoint.
- Scroll to the bottom of the modal and click 'Save'.
Deploy the OneTeam Word Add-in
Note: The steps in this section are only needed if you are using a GCC High Office 365 tenant. If you are using a Commercial Office 365 tenant, continue to the next section.
- Return to the Office Admin Center from step 3 of the first section.
- Expand the 'Settings' option and click on 'Services and Add-ins'.
- Click the 'Deploy Add-in' button.
- If you see the Centralize Deployment introduction in the panel that appears, click 'Next'.
- Select the 'I have a URL for the manifest file.' option, enter https://cdn.oneteam.net/cdn/OneTeamAddIn.xml in the textbox, and click the 'Next' button.
- Under Specify Who Has Access, ensure that 'Everyone' is selected and click the 'Deploy Now' button.
- Under Test the Deployment of the Add-in, click the 'Next' button.
- Under Announce the Add-in to Users, click the 'Close' button.
Authorize OneTeam to store documents in SharePoint Online
- Have your OneTeam Company Administrator sign in to OneTeam.
- Go to Company Settings (located under the Account Menu in the top right of the page) and find the Office 365 tab.
- Click on either the 'Select GCC High' or 'Select Commercial' button depending on where your Office 365 tenant is hosted.
- Click the 'Continue' button to authorize OneTeam to store documents.
- Have your Office 365 Global Administrator login and click the 'Accept' button.
- Once the checks have completed, click the 'Continue' button to migrate your documents to SharePoint Online. Note: This step may take several minutes depending on the number of documents your company currently stores in OneTeam.
- Once your documents have been migrated over, a success message will be displayed.