Microsoft Office 365 Connection Overview

DryvIQ connections to the Microsoft Office 365 platform can be made by using an administrator account with the proper privileges to manage Office 365 configurations. The connection can be made to a single site or to a site collection/tenant root. DryvIQ creates the connection using the OAuth 2.0 flow to simplify login and connection management.

Create Connection | User Interface

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

Field	Description	Required

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. If the connection fails, verify the URL. DryvIQ cannot create the connection if the URL is incorrect. When entering the the path for a tenant-level connection, you need to use %252F instead of a / between “sites” and the site name (for example, /sites%252FTestSite versus /sites/TestSite).	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. 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. 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

Connection Test Succeeded

Features and Limitations

Platforms all have unique features and limitations. DryvIQ’s transfer engine manages these differences between platforms and allows you to configure actions based on Job Policies and Behaviors. Utilize the Platform Comparison tool to see how your integration platforms may interact regarding features and limitations.

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.

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).

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

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

The correct configuration path is /FolderName.

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.

Files/Folders

Office 365 has the following file/folder restrictions.