Cloud User Guide
Jive for SharePoint Online
Table of Contents
Chapter 1: Using Jive for SharePoint Online and O365..........................3
Jive for SharePoint Online overview....................................................................................................3
System requirements for Jive for SharePoint Online ........................................................................4
Creating places linked to SharePoint Online......................................................................................4
Disconnecting your place from SharePoint Online.............................................................................7
Using Jive with SharePoint Online ......................................................................................................9
Using Jive with Office 365 ...................................................................................................................9
1
Using Jive for SharePoint Online and O365
Documents uploaded to SharePoint online, either as uploaded documents to a Jive
group or inside a linked folder in OneDrive for Business, will be available for preview
in Jive. You can easily move between the Jive site and SharePoint storage, so you
can leverage Jive's rich social functionality (such as likes, comments, shares, and
badges) as well as SharePoint's robust document management functionality.
You can also co-author Office 365 files directly from Jive or bring Jive to Office 365,
across any device or operating system. Versioning, collaborative editing, and social
features become available in a sidebar when you open your SharePoint-linked
documents in Office 365. For more information, see Using Jive with Office 365 on
page 9.
Jive for SharePoint Online and Office 365 lets you synchronize a SharePoint site
collection with a Jive group and lets you edit collaboratively and interact with a Jive
community from directly within Office 365 documents.
For details, see the following topics:
• Jive for SharePoint Online overview
• System requirements for Jive for SharePoint Online
• Creating places linked to SharePoint Online
• Disconnecting your place from SharePoint Online
• Using Jive with SharePoint Online
• Using Jive with Office 365
Jive for SharePoint Online overview
Jive for SharePoint Online and Office 365 lets you store your files in SharePoint
while still making them visible and available for social interaction in Jive. Collaborate
socially around your documents, easily search for them in your community, and
track their reach and impact.
In Jive for SharePoint Online, you can:
• Connect Jive groups with SharePoint Online sites so that you can store all binary
files uploaded to the Jive Group in the associated SharePoint document library.
• Upload files to SharePoint online through Jive.
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• Upload files to SharePoint online and synchronize automatically to make them
visible and available in Jive.
• Use the full Jive for Office functionality for collaborative editing and publishing
right inside Office.
System requirements for Jive for SharePoint
Online
Jive for SharePoint Online requires the Jive for Office 365 add-on, plus a current
version of Jive.
Jive requirements
Microsoft requirements
• Office 365 with SharePoint Online and accounts for all participating users
Browser requirements
The following browsers are supported:
• Internet Explorer 9 or higher
• Current versions of Chrome and Firefox
Creating places linked to SharePoint Online
To use Jive for SP Online and O365, you need a Jive place linked to a site collection
in SharePoint Online. Here's how to create one.
If you already connected a Jive place to SharePoint Online, and you need to discon-
nect them, see Disconnecting your place from SharePoint Online on page 7.
To create a place that will store all uploaded files in SharePoint Online:
1. Create a place in Jive by using the Create menu and provide basic place settings.
2. Go to the place Activity page and select Gear icon > Edit activity page to get
to the settings page of an existing place.
Because of permissions complexity, we recommend using a group for most imple-
mentations.
For the detailed procedures, see Creating user groups, Creating new space from
user interface in the Jive 9.x Community Manager Help, or Creating projects in
the Cloud User Help.
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Chapter 1: Using Jive for SharePoint Online and O365
3. Next to External file storage, click Change.
4. Under External file storage, select the name of an Office365 integration in your
community.
Depending on how your integration was set up, this could be called Office365 or
SharePoint, or it could be the name of a specific site collection. If you're not sure,
ask your community manager.
5. Click Apply.
This opens the Site Collection dialog box, as shown in the following image.
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Creating places linked to SharePoint Online
6. Some communities are set up to connect only to new SharePoint sites, and some
have the choice of connecting their place to an existing or a new site.You'll know
by the buttons you see in your Site Collection dialog:
• If you see a Finish button, select your site collection, then click Finish > Save
. You've completed this procedure, and your place will connect to a new
SharePoint site.
• If you see a Next button, click it. You're allowed to connect to existing or new
sites. Proceed with the next step of this procedure.
7. Select a site collection to be linked to this group, and click Next.
This opens the SharePoint Site dialog.
8. To connect to an existing site:
a)Under Select SharePoint site, select the site, and click Next.
b)Select one or more document libraries to store Jive documents.
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Chapter 1: Using Jive for SharePoint Online and O365
When you select one or more additional document libraries, all files in those
libraries will be synced in batch to the connected Jive place, but files uploaded
to Jive will only be synced to the primary library.This may take a while, depend-
ing on the size of the libraries.
c) Click Finish.
Note: When you connect to an existing site, Jive does not alter the set site
permissions.
9. To connect to a new site:
a)Under Select SharePoint site, select Create a new site.
b)Click Finish.
Jive creates your SharePoint site for you.
10.Click Save to create the new place or save changes to an existing one.
With this setup enabled, files uploaded to the place will be stored in the place-linked
site in SharePoint Online. Jive native documents will still be stored in Jive.
Disconnecting your place from SharePoint Online
You can disconnect your place from SharePoint Online if required.
When you disconnect your place from SharePoint, Jive leaves the external storage
files intact in SharePoint so that they can be repurposed or safely deleted from the
storage system.The file objects pointing to the external filed are maintained in Jive,
including all their social collaboration activities (such as commenting and liking),
and the link to download the file is converted to a permanent link pointing to the
last known location of the file in the external storage system.
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Disconnecting your place from SharePoint Online
To disconnect your place:
1. Go to the Activity page of the place you want to disconnect from Sharepoint
Online.
2. Select Gear icon > Edit activity page to get to the settings page of an existing
place.
3. To switch to another storage provider, select another integration option.
4. To completely disable external file storage and save uploaded files to Jive, select
No external storage.
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Chapter 1: Using Jive for SharePoint Online and O365
5. Click Apply to apply the configuration.
6. Click Save to save the changes to the Activity page.
Using Jive with SharePoint Online
Jive for SharePoint Online lets you link documents in a SharePoint Online site to a
Jive group. You can edit or upload documents from either direction.
: Moving files from one Jive-linked site collection to another, or from one SharePoint
Online-linked Jive group to another, is not supported.
Create a document in Jive and store it in SharePoint Online
• Upload a Word, Excel, or PowerPoint document to a Jive group that's linked to
SharePoint Online.
The document is synchronized in the linked site collection in SharePoint.
Upload a document to a Jive-linked site collection in
SharePoint and surface it in Jive
• In SharePoint Online, upload your files into the subfolder called Jive Documents.
The document show up in the linked Jive group.
Open an Office 365 document for editing from the Jive
preview page
• Go to the document and click Edit this document in Office 365 at the top of the
preview pane.
Note: If you also have Jive for Office Online, you can use Jive social features when
editing it in Office online.
Using Jive with Office 365
With Jive for SharePoint Online and Office 365, you have access to real-time,
interactive editing of Office docs.
Note: Jive for Office 365 collaborative editing will only work for Office documents
that reside in a Jive place connected to a SharePoint Online site. Make sure you're
logged in to Office365 before you begin, and that you have Jive Anywhere installed
in your browser.
: Moving files from one Jive-linked site collection to another, or from one
SharePoint-linked Jive group to another, is not supported.
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Using Jive with SharePoint Online
Create an Office 365 documents that are linked to a Jive
community
• Upload a Word, Excel, or PowerPoint document to a Jive group that's linked to
SharePoint Online.
• Upload the document to a Jive-linked site in SharePoint. Your files should be
located in a folder called Jive Documents.
You should ask your community manager for the correct locations in Jive and
SharePoint Online.
Open an Office 365 document for editing from the Jive
preview page
• Go to the document and click Edit this document in Office 365 at the top of the
preview pane.
If you're logged into Office 365 and have Jive Anywhere connected to your commu-
nity, you should see the Jive pane to the right of your document in Office Online.
Like, rate, or comment on content linked in Jive, or reply to
existing comments
When you open a Jive-linked document in Office 365 or SharePoint, the Jive pane
on the right lets you interact the same way you do in Jive. Comments, likes, and
ratings are synced back into the community.
If you are using the desktop version of Office 365, you should install the Jive for
Office app connector to get this functionality. For more information, see the Jive for
Office.
Mark a comment for action or another outcome
• Under the comment, select Actions and then the mark you prefer.
Compare an Office 365 document with a previous version uploaded by you or another
user
• In the Jive pane, click on an earlier version under Versions.
See who else is working on the document at the same time
and collaborate with them
Under Online Collaborators in the Jive pane, you can see information about other
people who have opened the document and are working in it. You can contact them
directly to discuss, or wait till they upload changes and then merge your changes
with theirs.
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Chapter 1: Using Jive for SharePoint Online and O365
