Configure SharePoint Server


Dockit SharePoint Manager requires SharePoint server settings to be configured to generate its reports. There are two modes available to configure server settings in DSM.

  • Manual Mode,
  • Auto Discover Mode
If you are aware of SharePoint server in which DSM service is installed, you can use Manual Mode to add the server to the App Profile. Otherwise, you can use Auto Discover Mode to scan through your organization's network for SharePoint servers that have DSM service installed. If you are yet to install DSM service in your SharePoint farm, read installation and configuration guide for Dockit SharePoint Manager Service.

Manual Mode:

Steps:

  • Launch Dockit SharePoint Manager application using its shortcut icon in Desktop or using Start menu.
  • Click icon in the charms bar. Expand “SharePoint Servers” pane. The following screen will appear:
  • Click on "Configure SharePoint Server" icon. A dialog will appear as shown below:
  • Enter SharePoint server name as input for Front End/Application Server text box.
  • Enter the TCP Port Number that you have provided while setting up Dockit SharePoint Manager Service for the given SharePoint server.
  • Click to add the server in SharePoint Servers pane as shown below:

 


Auto Discover Mode:

Steps:

  • Launch Dockit SharePoint Manager application using its shortcut icon in Desktop or using Start menu
  • Click icon in the charms bar. Expand “SharePoint Servers” pane. The following screen will appear:
  • Click on "Configure SharePoint Server" icon. A dialog will appear as shown below:
  • Click to list out all SharePoint servers available in your network as shown below.
  • Double-click the server box or click Add link to add the server in SharePoint Servers pane as shown below:

     

  • You can start and stop Dockit SharePoint Manager Service right from App Profile page. You may need to provide the user credential with sufficient privilege to perform operation remotely.

     

 

Hybrid Configuration:

Steps:

  • Launch Dockit SharePoint Manager application using its shortcut icon in Desktop or using Start menu.
  • Click icon in the charms bar. Expand “SharePoint Servers” pane. The following screen will appear:
  • Click on "Configure SharePoint Server" icon. A dialog will appear as shown below:
  • Enter SharePoint server name as input for Front End/Application Server text box.
  • Enter the TCP Port Number that you have provided while setting up Dockit SharePoint Manager Service for the given SharePoint server.
  • Select YES for Hybrid Settings and provide tenant details to generate SharePoint Online reports
  • Select the Current User Role to access the appropriate scope level for the user to getting the reports.
    • Tenant Admin
    • Site Collection Admin
  • Enter Tenant ID as input for Tenant ID text box.
  • Based on the Current User Role selection, enter Admin URL/Site Collection URL as input for Admin URL/Site Collection URL text box.
  • Enter Application ID that you have already registered application in Azure Active Directory as input for Application ID text box.
  • Enter the Redirect URL that you have provided, while setting up the application, which is registered in Azure as input for Redirect URL text box.
  • Click and then the credential window as appear as shown below:

  • Enter the credential and click on Sign in to connect the hybrid and add to the SharePoint Servers