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  1. Select Connections > Add connection.

  2. Select Microsoft Office 365 as the platform on the Add connection modal.

  3. Enter the connection information. Reference the table below for details about each field.  

  4. Select Sign in with Microsoft Office 365.

  5. Enter the email for the account being used to create the connection and click Next. You must use an admin account with the proper privileges to manage Office 365 configurations. 

  6. Enter the password for the account and select Sign in.

  7. You will see a "Connection test succeeded" message on the Add connection modal. (If you don't see this message, repeat the sign in and authorization steps above. If the connection fails, verify the URL. DryvIQ cannot create the connection if the URL is incorrect.)

  8. Select Done to finish creating the connection. 

Add Connection Modal - Microsoft Office 365 

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Field

Description

Required

Display as

Enter the display name for the connection. If you will be creating multiple connections, ensure the name readily identifies the connection. The name displays in the application, and you can use it to search for the connection and filter lists.

If you do not add a display name, the connection will automatically be named using the URL. For example, Microsoft Office 365 (https://mycompany.sharepoint.com/). If it will be useful for you to reference the connection by account, you should use the default name.

Optional

URL

Enter the URL of your Office 365 account. 

You can find the URL by logging into Microsoft Office 365 using the account you want to use to create the connection. The URL in the address bar is the URL you need to use. It will look something like "https://mycompany.sharepoint.com/_layouts/15/viewlsts.aspx?view=14," where mycompany will be the site name of your company. You can copy and paste the full URL or only the part before layouts "layouts" (https://mycompany-my.sharepoint.com/). DryvIQ will ignore the extra part of the URL in most cases.

(warning) If the connection fails, verify the URL. DryvIQ cannot create the connection if the URL is incorrect. 

Required

Token endpoint

This setting is rare for most Microsoft connections and can be left blank. If needed, this value will be provided by your administrator.

Optional

Graph API endpoint

This setting is rare for most Microsoft connections and can be left blank. If needed, this value will be provided by your administrator.

Optional

External users notification

This indicates if you want to send notifications to external users. The default value is No, so no notifications will be sent. 

If you select Yes, notifications will be sent to external users when they have been granted access to content based on permissions.

Optional

Set Tenant Level Connection

This indicates if the connection should be set at the tenant level. The default value is No, so the connection will be set based on the URL provided.

If you select Yes, the connection will override the URL provided and connect to {tenant}-admin.sharepoint.com.

(warning) Using a tenant level connection allows one connection to be used to create jobs that point at different site collections.  When creating a job using the Microsoft Office 365 connection, you will need to make the root an actual site collection since DryvIQ cannot create a new site.  

(warning) Currently, SharePoint Online does not prevent you from creating a document library (subsite) named “sites.” If you will be using a tenant-level connection to SharePoint, you must ensure your site does not contain a document library (subsite) named “sites.” Otherwise, all data for the migration will be transferred to the “sites” library rather than the top-level site. Since “sites” is a managed path in SharePoint, you will not be able to browse to this location to locate the data.

Optional

Behavior When Deleting Items

Select the type of delete DryvIQ should perform when deleting items: Permanent or Soft. Soft delete is the default delete behavior; however, Permanent is the recommended behavior.

A soft delete marks items as a deleted. You can still access them to restore or permanently delete the items.

A permanent delete removes the items. This delete is not reversible.

Optional


Microsoft Sign In Modal

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Connection Test Succeeded

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Features and Limitations 

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bgColor#FFFACD

(tick)  The service account you use to connect to your SharePoint Online must be a Site Collection Admin on every SharePoint site to which DryvIQ needs to migrate content.

(tick) SharePoint Tenant Connections must have full control of the SharePoint admin site ({tenant}-admin) as well. This is done by adding the Service Account to the SharePoint admin role in the Office 365 Admin Center (https://admin.microsoft.com).

(tick)  OneDrive for Business  Connections are automatically configured to the Documents library.

(error)  When configuring your job JSON, do not include "Shared Documents" in the location path , such as /Shared Documents/FolderNameto point to the built-in documents library; you must use “/Shared Documents” for this particular built-in document library.

(tick)  The correct configuration path is /FolderName.

(error) If you will be using a tenant-level connection to SharePoint, you must ensure your site does not contain a document library (subsite) named “sites.” Otherwise, all data for the migration will be transferred to the “sites” library rather than the top-level site. Since “sites” is a managed path in SharePoint, you will not be able to browse to this location to locate the data.

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Supported Features (tick)

Unsupported Features  (error)

Other Features/Limitations (warning)

Version preservation

Mirror lock ownership

Invalid characters:  |   "   \   /   :   *   ?   <   >
(See Invalid Characters and Spaces below.)

Timestamp preservation

User impersonation

File size maximum: 250 GB Microsoft limit
DryvIQ uses a file maximum size of 249.999999 GB files to ensure transfer. 
See HTML Files below for additional file size limitations.

Author/Owner preservation


Segment path length: N/A

File lock propagation


Path length maximum: 400

Account map

(See Mapping below for more information)


Maximum number of files per folder: 5000 

Group map


Maximum Enterprise Keyword length: 255 characters 

Permissions preservation


Restricted characters in Enterprise Keywords: < and >

Metadata map

(See Metadata Mapping below.)


No leading whitespace 
(See Invalid Characters and Spaces below.)

Tags map


No trailing periods and whitespace. 
(See Invalid Characters and Spaces below.)



If a file extension is present, trailing periods and whitespace are allowed before the extension



No non-printable ASCII characters



Transferring Microsoft Lists is not supported.

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As a Office 365 administrator, you can impersonate a user using the path that relates to their content. Then, use their information in the impersonate_as block. (See Impersonation/wiki/spaces/S4D/pages/193691984 for more information on how to impersonate users.)

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