OnePlace Solutions Tool

OnePlace Solutions

OnePlace is a Client Intelligence solution which helps Professional Services firms build stronger relationships with clients by providing a complete suite of tools and resources, designed for humans, tailored to your firm’s needs, available anywhere in the world.

Provide enriched document management, drive user adoption and improve content collaboration by connecting Adobe PDFs and Office to SharePoint / Office 365.

Remove the complexity of SharePoint content architecture and build engaging and simplified solutions that span the OnePlace Solutions suite of products.

Seamlessly connect Microsoft Outlook to SharePoint / Office 365 to improve records and email management, while improving productivity

OnePlace Mail Feature list

Smart filing of emails

• Smart selection default Content Type for email messages
• Show Suggested locations for saving emails into SharePoint
• Duplicate checking of emails
• Outlook Rules - Save to OnePlaceMail folders

Save emails from Outlook to SharePoint / Office 365 (drag and drop)

• Capture email attributes from originating email
• Support for Office 365, SharePoint on-premise, Private Cloud, Hybrid environments
• Automatically capture email attributes (To, From, Date Sent, Subject, etc…)
• Save emails in their native format (.msg)
• Capture additional SharePoint column metadata
• Support for My Sites
• Highlight in Outlook ('Transferred to SharePoint' Outlook Category)
• Outlook Emails - Right Click: Copy/Move to SharePoint
• Custom Filename format configuration (tokens)
• Warning if email properties are not being captured when columns don't exist for the selected library destination

Save attachments to SharePoint and Office 365 (drag and drop)

• Replace existing items in SharePoint (rename attachments when saving)
• Capture email attributes from host email
• Save attachments to SharePoint/Office 365 and replace with link in email

Send and save email to SharePoint

• Integration to use the standard 'Send' button
• Save and Send button

Save to List in SharePoint

• Save to SharePoint Lists (Custom, Events, Contacts, Tasks, etc...)
• Save multiple items into the same List item
• Save to an existing SharePoint list item

Insert documents from SharePoint into email messages

• Insert documents as links (if enabled, the SharePoint 2010/2013 Document ID is used to create the URL)
• Insert links to List Items or Library Items (Display form)
• Insert documents as email attachments
• Preview of emails and documnts from insert window
• Support for switching SharePoint Views and capabilities such as group by, sorting, filtering and showing view columns
• Full SharePoint Search capabilities (content and metadata) to locate documents
• Browse Recent, Favorite and SharePoint locations

Access and Search SharePoint / Office 365 direct from Outlook

• Access the full power of SharePoint from within Outlook
• Search SharePoint from Outlook
• Access SharePoint capabilities and other 3rd party search extensions
• Support for switching SharePoint views and capabilities such as group by, sorting, filtering and showing view columns
• From within Outlook, open a document from SharePoint in the native desktop application
• From within Outlook, open a document from SharePoint in the web browser
• Open .msg files in Outlook from Office 365 / SharePoint (without saving first)
• Open with… from SharePoint into a client desktop application
• Support for showing the metadata navigation tree within SharePoint libraries
• Define a specific SharePoint view for use within Outlook
• Download a document from SharePoint / Office 365

OnePlaceDocs

Microsoft Office (Word, Excel PowerPoint) to SharePoint

• Save documents to SharePoint
• Save macro-enabled files
• Complete SharePoint / Office 365 metadata when saving
• Open documents from SharePoint
• Launch SharePoint search locations

Adobe Acrobat to SharePoint Integration

• Save documents to SharePoint
• Complete SharePoint / Office 365 metadata when saving
• Open documents from SharePoint

File Explorer integration

• Save Files direct from File Explorer to SharePoint / Office 365
• Complete SharePoint metadata for better management of information
• Capture the original File Created and File Modified Date from Windows Explorer when saving files to SharePoint
• Support for both Adobe Acrobat Reader and the full Adobe Acrobat (X, XI and DC)

Docs Explorer (Windows Task Tray)

• Access to persistent navigation tree for Favorite location, Recent, Solution Profiles, SharePoint
• Productivity actions - view properties, copy as link, etc
• Open location in web browser
• Create new Folders / Document Sets
• Previews for emails and documents
• SharePoint views with support for SharePoint Columns, Group By, Sorting and filtering
• Search selected location
• Define a specific SharePoint view for use within Outlook
• Drag & drop files from Windows Explorer to the Docs Explorer for upload to SharePoint
• Upload one or more files to SharePoint/Office 365
• Download a selected file from SharePoint (Ribbon and Right-Click)
• Open document in Office Web App Preview
• Open with... to a selected application

 OnePlaceLive

 Solution Profiles

• Define one or more Solution Profiles
• Secure Solution Profiles to one or more Active Directory or SharePoint Groups of users
• Create Category Folders to structure Solution Profiles
• Create Location Items and Content Items
• Publish Solution Profiles to SharePoint
• Allow Solution Profiles to be consumed by OnePlaceMail and OnePlaceDocs
• Ability to configure synchonization interval

Location Item: Shortcut (Solution Profile Item Type)

• Add navigation tree shortcut items to static SharePoint Locations
• SharePoint sites
• Libraries
• Lists
• Folders
• Documents Sets
• Hide /Filter SharePoint locations (sites, libraries, lists) from the navigation tree
• Restrict folders/document sets shown based on SharePoint view filter
• preferences for save to SharePoint behaviour (e.g. automatically check-in multiple documents)

Location Item: Central Register (Solution Profile Item Type)

• Connect to one or more SharePoint List (containing a register of locations) - For example, a register of Projects, register of Legal Matters, register of contracts, etc...
• Filter the set of locations based on predefined Views (CAML query of selected view)
• Filter the set of locations based on custom CAML queries and therefore supporting advanced filtering and selection of items from a central register list to display in the navigation tree
• Descendant Locations provide an efficient means to display a structure of locations relevant to the end user
• Hide /Filter SharePoint locations (sites, libraries, lists) from the navigation tree
• preferences for save to SharePoint behavior (e.g. automatically check-in multiple documents)

Location Item: Search (Solution Profile Item Type)

• Support for Result Sources (Office 365 / SharePoint 2013)
• Support for KQL Syntax
• Show locations from across one or more SharePoint Site collections in a single navigation tree
• Hide /Filter SharePoint locations (sites, libraries, lists) from the navigation tree
• preferences for save to SharePoint behavior (e.g automatically check-in multiple documents)
• ability to Sort search results or reference Result Source sort criteria
• Custom search result display format for Sites, Libraries, Folders and Document Sets

Content Item: Search (Solution Profile Item Type)

• Support for KQL Syntax
• Show content from across one or more SharePoint Site collections in a single view
• restrict content based on user permissions

Content Item: Office Graph (Solution Profile Item Type)

• Support Office Graph Query Language (GQL)
• Support for Result Sources (Office 365 / SharePoint 2013)
• Support for KQL Syntax
• Combine both GQL and KQL for a combined query and refined results for a solution context (e.g Project Management content only)
• Show content from across one or more SharePoint Site collections in a single view
• restrict content based on user permissions

Central Configuration

• Create configuration files (xml format) to define settings for OnePlaceMail and OnePlaceDocs
• Publish one or more configuration files to SharePoint
• Set security for different configuration files
• Allow configuration files to be processed by OnePlaceMail and OnePlaceDocs
• Ability to configure synchonization interval

Microsoft Planner Part-1

Microsoft Planner for Conversation within the Outlook and Project Discussion & Status

Where user want to store some of the conversation into SharePoint like some project discussion included some documents and emails. So I think Planner will be the one the solution.

-          Each Planner have separate SharePoint site – which stored the email attachments and other documents.

-          Each Planner have separate Group – Which behind with user outlook so that user can use the Conversations, File, Calendar, Notebook, Planner and SharePoint sites within the outlook.

Created Planner with name “SharePoint Online Project” -  Added To Do task under default Bucket  and also have option to create multiple Buckets.

Planner created Group and integrate with outlook and many other options:-

You are able to see the Planner discussion and also provide update with outlook  - Conversation:-

 

Stored Conversation also available in Planner Bucket:-

 

Planner created a separate SharePoint site for storing the documents and emails:-

SharePoint Secure Store Provider Details

$SecureStoreProvider=[Microsoft.Office.SecureStoreService.Server.SecureStoreProviderFactory]::Create()
$site = Get-SPSite -Identity $(Get-SPWebApplication -IncludeCentralAdministration | ?{ $_.IsAdministrationWebApplication}).Url
$SecureStoreProvider.Context = Get-SPServiceContext -Site ($site)
$SecureStoreProvider.GetTargetApplications() |  ForEach-Object {
    Write-Host $_.Name
    try {
        $SecureStoreProvider.GetCredentials($_.ApplicationId) | ForEach-Object {
            $Credential = [Runtime.InteropServices.Marshal]::PtrToStringAuto([Runtime.InteropServices.Marshal]::SecureStringToBSTR($_.Credential))
            Write-Host "`t$($_.CredentialType): $($Credential)"
        }
    } catch  {
        Write-Host "`t$($_)"  -ForegroundColor yellow
    }
}

SharePoint Check-Out Document Details

Please find the below PowerShell Code + SharePoint 2013

function CheckedOutItems()
{
$url=Read-Host “Please Enter In Site Url”
”SiteURL ‘t” + “FileName ‘t” + “CheckedOutTo ‘t” + “ModifiedDate ‘t” + “Version” >> c:\temp\checkedoutfiles.csv
$site = New-Object Microsoft.SharePoint.SPSite($url)
$webs = $site.AllWebs
foreach($web in $webs)
{
$listCollections=$web.Lists
foreach($list in $listCollections)
{
if($list.BaseType.ToString() -eq “DocumentLibrary”)
{
$dList=[Microsoft.SharePoint.SPDocumentLibrary]$list
$items = $dList.Items
$files = $dList.CheckedOutFiles
foreach($file in $files
{
$wuse=$file.DirName.Substring($web.ServerRelativeUrl.Length)
$web.Url + “‘t” + $wuse + “‘/” + $file.LeafName + “‘t” + $file.CheckedOutBy.Name + “‘t” + $file.TimeLastModified.ToString() + “‘t” + “No Checked In Version” >> c:\temp\checkedoutfiles.csv
$file.TakeOverCheckOut() #Take ownership of checked out document
}
foreach($item in $list.Items)
{
$item.File.Checkin(“Checked in by Systems Administrator”) #Check document in
if (($list.CheckedOutFiles | Where {$_.ListItemId -eq $item.ID}) -ne $null) {continue}
}
}
}
$web.Dispose()
}
$site.Dispose()
}

CheckedOutItems

Nintex App Studio

Customize Nintex App Studio apps

This topic describes the process of building an app.

Nintex App Studio allows you to build custom versions of Nintex Mobile apps in just a few steps.

    Define general app settings: Add app details and select platforms for the app to build.

    Add connections: Add connections to fill the app with information from Nintex tenancies and sites.

    Select a theme: Upload app artwork and select a color scheme.

    Custom content: Add custom content to your app, and optionally target the app to specific forms or workflow tasks.

    Deploy and download apps: Deploy apps through App Deploy or download the app.

Create apps

Creating a custom app involves defining general app settings, adding connections, selecting a theme, and creating custom content. Apps cannot be deleted once created. Modify an existing app to make it seem new.

Note:  Apps cannot be deleted once created. Modify an existing app to make it seem new.

Go to Nintex App Studio for build the Mobile Apps:-

Visit https://www.nintex.com/workflow-platform/mobile/nintex-app-studio to get a trial of Nintex App Studio.

Define general app settings

Define the name and mobile platforms for a new app, as well as optional settings.

-          App name is visible to the mobile user.

-          Optionally enter an internal only description and create a custom URL scheme.

This topic describes the fields in the General page.

Section	Field	Description
Add details	Name	Name of app as displayed on the mobile device. Must begin with an alphabetic character and is limited to 25 characters. The following characters are allowed: hyphen (-), space, and all alphanumeric characters.
	Description	App description displayed within Nintex App Studio. Not displayed in the app.
	URL scheme	Custom URL scheme to build Nintex Mobile links for this app. For more information about building Nintex Mobile links, see http://help.nintex.com/en-US/O365/Default.htm#cshid=3062.
Choose platforms	Android	Build the app for Android devices. Default selection.
	iPhone and iPad	Build the app for iOS devices. Default selection.
	Windows	Build the app for Windows devices.
	Windows Phone	Build the app for Windows devices.

Add connections

Add connections to your app to provide authentication and access methods.

Maximum number of connections: 5.

Note:  Creating a Microsoft account connection removes all other connection types. Other connections cannot be used.

This topic describes the fields for the Connections page.

Connection type	Field	Description
Corporate	Corporate	Connects directly to an on-premises SharePoint environment over a virtual private network (VPN). For use with Nintex SharePoint.
	Display name	The name of the connection the mobile user will see.
	URL	The address of the SharePoint server, including the protocol (http or https).
	Domain	(Optional.) The name of your corporate network domain.
		(Displayed when connection is configured.) Edit the connection information.
		(Displayed when connection is configured.) Remove the connection from the app.
		(Displayed when connection is configured.) Drag and drop the connections to change the order shown when the mobile users are creating their profiles.
Office 365	Office 365	Connects to an Office 365 tenancy using Nintex for Office 365. Note: The mobile user will be promoted to sign in with an Office 365 username and password.
	Display name	The name of the connection the mobile user will see.
	URL	The address of the Office 365 tenancy, including the protocol (http or https). The specified tenancy must be a site with an installation of the app; the site must be accessible by the specified user account. Example 1: https://tenantname.sharepoint.com/sites/sitename Example 2: https://tenantname.sharepoint.com
		(Displayed when connection is configured.) Edit the connection information.
		(Displayed when connection is configured.) Remove the connection from the app.
		(Displayed when connection is configured.) Drag and drop the connections to change the order shown when the mobile users are creating their profiles.
Nintex Workflow Cloud	Nintex Workflow Cloud	Connects to a Nintex Workflow Cloud tenancy.
	Display name	The name of the connection the mobile user will see.
	URL	A valid address for a Nintex Workflow Cloud tenancy, including the protocol (http or https). The tenancy must be accessible by the specified user account. Example for a tenancy at the ACME company: https://acme.workflowcloud.com
Use Microsoft account	Use Microsoft account	Connection (formerly known as "Windows Live ID") that is registered with Nintex. Supported for Nintex Forms 2016, Nintex Forms 2013, and Nintex Forms 2010 only. Note:  Creating a Microsoft account connection removes all other connection types. Other connections cannot be used.

Select a theme

Brand your app by adding artwork and choosing a defined color scheme or creating a custom one.

This topic describes fields for the Theme page.

Section	Field	Description
Add artwork	.png - 1300x1300	Colored app logo and name in a square. Size 1300 pixels by 1300 pixels.
	.png - 200x200	Colored app logo and name in a rectangular. Size 1205 pixels by 310 pixels.
	.png - 100x100	Colored app logo only in a square. Size 200 pixels by 200 pixels.
	.png - 1205x310	Monochrome app logo only in a square. Size 100 pixels by 100 pixels.
Choose or create a color scheme	Nintex (Default)	Standard Nintex color scheme.
	(defined themes)	List of alternative, tricolor color schemes.
	Customize	Displays the custom color scheme section.
Create a custom color scheme (displayed when Customize is selected)	Highlight color	Color of interactive and activate sections.
	Background color	Color of the app background.
	User interface color	Body, label, and icon text.
	Text input color	Background color of input fields.
	Field and modal text color	Color of user-entered text.

Content page

This topics describes the field for the Content page.

Field	Description
/	Displays and closes the Add menu item dialog box. Maximum number of menu items: 16.
Icon	The icons displayed in the app.
Name	The name of the menu item visible in the app.
Type	The type of menu item. Content: Upload images, videos, and documents. Supported file types: .mp4, .3gp, .m4a, .m4v, .mov, .mp3, .wav, .avi, .mpg, .pdf, .ppt, .pptx, .xls, .xlsx, .doc, .docx, .txt, .html, and .rtf. For more information, see Add a file menu item. Scan: Scan deep linking QR codes to open them in your app. For more information, see Add a scan menu item. Menu item types include those for removed default menu items, such as Outbox. Note:  Except for content, each menu item type is only allowed once per app.
Add content	Displayed for content menu items. Displays the Content dialog box to upload images, videos, and documents to your menu item. For more information, see Custom content.
	Opens the Edit menu item dialog box to change the menu item icon and name. For more information, see Edit menu icons and names.
	Removes the menu item. Removing a menu item deletes the option from the app. For informzation on re-adding or creating a menu item, see Custom content.
	Reorders the menu items. Dragging and dropping the menu item determines the order they appear in the app. Note: The first menu item is the default page when the app opens.
Forms	In the app, displays the forms associated with your connections. To filter the visibility of the forms, see Filter forms and workflow tasks.
Task	In the app, displays the tasks associated with your connections. To filter the visibility of the tasks, see Filter forms and workflow tasks. Note: Only visible for connections supporting tasks.
Add filter	Displays the Forms or Tasks dialog box. For information on how to add a filter, see Filter forms and workflow tasks.
Outbox	In the app, displays the items waiting to be submitted.
Sent items	In the app, displays the submitted items.
Draft	In the app, displays the saved, uncompleted items.
Settings	In the app, displays App settings. Can not be deleted or reordered.

Build apps

To build an app:-

   On the new app page, click Save & Build in the ribbon.

   Email notifications are sent when the build process is complete.

App Deploy page

Once your app is built, you can deploy it through either App Deploy or a Mobile Device Management (MDM) solution. When using an MDM, you must download the apps for testing and deploying.

This topics describes the field for the App Deploy page.

Selection	Description
Distribution lists	Lists of customized App Deploy recipient email addresses.
Manage distribution lists	Opens the Manage distribution lists page where the App Deploy distribution lists are editable.
Auto deploy	Automatically sends App Deploy emails to selected distribution lists when a new version of the Nintex Mobile app is released. Note: Does not apply when app is first built.
Send email to lists now	Sends App Deploy emails to selected distribution lists.
Preview email	Sends email to site owner to preview.
View emails sent report	Opens the Email sent page, which gives details on the sent emails.
View app download report	Opens the App Downloads page, which gives details on the downloaded emails.
App details for MDM	Displays the Application info message box with Mobile Device Management (MDM) solution information for each platform.

Manage distribution lists page

This topics describes the field for the Manage distribution list page.

Field	Description
Distribution list	Name of lists configured.
Emails	Number of emails in a list.
Date last used	The date the distribution list was last used to deploy an app.
Delete	Option to delete the distribution list. Note: Deleting the distribution list does not affect other distribution lists.

Reference Nintex App Studio

http://help.nintex.com/en-US/appstudio/Default.htm#ProductHelpLanding/GettingStarted.htm%3FTocPath%3DGet%2520started%7C_____0

https://community.nintex.com/community/tech-blog/blog/2017/03/24/nintex-app-studio-for-the-win