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Select Connections > Add connection.
Select Microsoft Office 365 as the platform on the Add connection modal.
Enter the connection information. Reference the table below for details about each field.
Select Sign in with Microsoft Office 365.
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.
Enter the password for the account and select Sign in.
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.)
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.
| 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.
| 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 |
If the connection fails, verify the URL. DryvIQ cannot create the connection if the URL is incorrect.
Microsoft Sign In Modal
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Connection Test Succeeded
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Features and Limitations
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Supported Features | Unsupported Features | Other Features/Limitations |
|---|---|---|
Invalid characters: | " \ / : * ? < > | ||
File size maximum: 250 GB Microsoft limit | ||
Segment path length: N/A | ||
Path length maximum: 400 | ||
(See Mapping below for more information) | Maximum number of files per folder: 5000 | |
Maximum Enterprise Keyword length: 255 characters | ||
Restricted characters in Enterprise Keywords: < and > | ||
(See Metadata Mapping below.) | No leading whitespace | |
No trailing periods and whitespace. | ||
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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DryvIQ verifies file and folder names to identify unsupported characters based on the platform. It then replaces Invalid characters are handled according to the Allow unsupported file names to be changed setting for the job.
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If the setting is disabled, DryvIQ will throw an exception when it encounters a file or folder that cannot be migrated due to an unsupported character in the name.
If enabled, DyvIQ will replace invalid characters with an underscore (_) so or UTF8 encoding based on the option selected. This will allow the files and folders can to be transferred. The The logic includes leading and trailing spaces in file and folder names. DryvIQ replaces the space rather than trimming it because trimming the space could cause duplicate file names. Adding the underscore ensures the name remains unique.DryvIQ will sanitize file names that contain combined Unicode characters by replacing the characters with an underscore (_).the underscore ensures the name remains unique.
DryvIQ will sanitize file names that contain combined Unicode characters by replacing the characters with an underscore (_).
Language Translation
DryvIQ does not support translation when migrating between SharePoint sites that have different default language configurations.
Link Remediation
When remediating links from Microsoft Office 365, only links in the following formats are supported:
http://sharepoint.com/123/abc.txt
https://skysyncdesktop.sharepoint.com/123/456
http://sharepoint.com/_layouts/15/doc.aspx?sourcedoc=%7bf79c7ceb-c458-4c5d-bc51-4e76a280fd4a%7d&action=edit
https://skysyncdesktop.sharepoint.com/:x:/r/_layouts/15/Doc.aspx?sourcedoc=%7BD1825663-F6D6-4277-BE01-F5E8B67CA932%7D&file=Book.xlsx&action=default&mobileredirect=true
Lock Events
Graph API does not support lock event detection without the use of a separate API call, which will slow down change detection. The workaround is to disable native event detection to transfer locks in each job run or to use a soft reset to transfer locks as needed.
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If a library requires specific metadata but the metadata is missing from a file being copied into the library, the file will be flagged and will not transfer on subsequent jobs runs. If you have files stuck in a flagged state due to missing metadata, you may need to manually transfer the files and add the required metadata.
OneNote Files
DryvIQ supports transferring OneNote files from any source connector.
Permissions Preservation
The following rules will be used when transferring permissions to Office 365.
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