SharePoint Sync is an add-on app that enables a two-way sync between a SharePoint Document Library and a Morro Data share.
- Activation Key to enable feature
- User Management is in Azure AD Mode
- Available in Business Plan and Enterprise Plan
Installing SharePoint Sync
SharePoint Sync add-on is installed on the account using an Activation Key. If you do not have an Activation Key, please contact Customer Support.
Once you have the Activation Key, please refer to the article Manage Morro Account - Business Admin: Redeem Key.
SharePoint Sync Setup
SharePoint sync is setup using two simple steps: Activate and Map.
SharePoint Sync requires a valid Office 365 user. Any Office 365 user can be used to activate SharePoint, however, it is recommended that a user that has access to all SharePoint Groups and Document Libraries is used to Activate the sync.
Activating SharePoint Sync requires authorization from the Microsoft Azure servers.
Click Activate to activate the SharePoint Sync. The system will open the Microsoft authentication site to give permission to the Morro Data app, Morro365, to access the SharePoint Online.
Enter the credentials of a valid user.
Authorize the Morro365 app to access the SharePoint app.
Click Accept to complete the process.
Once the connection is activated, admins can map existing Morro Data shares to the Document Libraries.
Map a Share
Specify the information to connect the Morro Data share to the SharePoint Document Library.
Enter the following information to map the share.
- Team Site
- Document Library
- Gateway (CacheDrive)
- Sync Map Type
The Team Site is the Office 365 Group or Microsoft Team to which the Document Library belongs. A list of available Team Sites for the Active account will be available in the dropdown list. Choose the Team Site from the list.
A list of Document Libraries belonging to the selected Team Site will be available in the dropdown list. Choose the Document Library to map.
The Gateway, or CacheDrive, is the master syncing device for the two-way sync. In order for the sync to complete successful, the gateway needs to be powered on and connected to the internet.
Choose from the list of CacheDrives in the system.
Note: Once a gateway is chosen, it cannot be changed. You must un-map the share to the Document Library and re-map the share using the desired Gateway.
Choose the Morro Data share to map to the Document Library.
Note: Only one share can be mapped to a Document Library. Shares that have ECHO enabled, cannot be mapped to a Document Library.
Click ADD to continue.
A popup window will ask which Sync Map Type to use. The Sync Map options determine if files deleted from SharePoint should be deleted from Morro Data. If Sync with No Delete is enabled, the files deleted from SharePoint will not be deleted in Morro Data, which allows Morro Data to act as an archive for all files in the mapped Document Library.
Click SAVE to complete the process.
Now the list will display the Morro Data share SharePoint Sync information.
In the File System page, see the SharePoint Sync icon for the mapped share.
Delete the Map
To stopping syncing with SharePoint Document Libraries, click the trashcan icon on the row for the share that you want to un-map.
The following information is useful for understanding how SharePoint Sync works.
Each site contains groups and group members (users) that have permission to access the SharePoint Document Library. When the Document Library is mapped to the Morro Data Share, the groups and groups members will be imported into Morro Data as groups and users.
The SharePoint system does not permit all of the permission to be exported, so the groups needs to be given Read/Write access to the Morro Data share. If the Share is set to Read/Write access, no changes will be made. If the Share is set to Read-Only or No Access, the group will be added to the Read/Write exception list.
Additional special permissions need to be added for each user after the import is completed.
When Azure AD users are added to the system, their unique key stored to identify them. Files that are uploaded by the Azure AD user will maintain file ownership in SharePoint. Downloaded files will also have the file ownership preserved from SharePoint.
Master Gateway Status
If the master gateway is offline, the system will not sync to the Document Library. If there is a problem with the sync, an icon will be displayed next to the name of the Gateway.
If the gateway is offline, the following error will be displayed:
If the gateway is deleted, the following error will be displayed:
User Management Scenarios
SharePoint Sync is operational only in Azure AD authentication mode. The following table lists the different user scenarios and the actions the admin or the user needs to take to effect the change.
|User Scenario||Admin Action||User Action|
|User changes his/her password||None||User changes AAD password then logins MCM with the new password before accessing CacheDrive.|
|A new/existing user is added to the SharePoint site||None||New user logins MCM with AAD credential before accessing CacheDrive |
|A user is removed from the SharePoint site||None||None|
|A user is deleted from AAD||Admin logins MCM > Team, and clicks the "Sync Group Info from Azure AD" button||None|