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The FYB 365|2CM App automatically transfers information from Microsoft 365 and Network Shares into OpenText Content Manager

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Integrate Microsoft 365, Network Shares, Content Manager

Using the FYB 365|2CM App will provide the following benefits:

Allows users to choose which platform they work from, being SharePoint, Microsoft Teams or Content Manager
Streamlines the storage of information created in Microsoft 365 and Network Shares, reducing duplication and versioning issues
Eliminate siloed repositories of unmanaged information
Ensures you are capturing and managing records in accordance with recordkeeping and other compliance requirements, mitigating risk
Provides a central repository for the management of records, thereby making the discovery process faster and more effective
Ensures that information being created in repositories such as SharePoint, MS Teams or Network Shares are then able to add value to the business

What's new in v2.2.X?

Users can now choose to set up access control mapping for their connections. Any of the below access controls can be mapped and when enabled members of the connected SharePoint site will be dynamically added to the corresponding access control in CM:
- View Document
- View Metadata
- Update Document
- Update Metadata
- Modify Record Access
- Destroy Record
- Contribute Contents
Transfer and lock option added to the connection config screen. When enabled any documents that are transferred by the connector will have the Update Document access control locked to the service account. This benefits those sites that wish to use CM as more of a backend storage system as it forces users to update documents via the SharePoint frontend only.
Optional button can be added to CM that will open any Transfer and Locked documents on SharePoint/Teams
Option to leave behind a link to the document on SharePoint after transfer to CM

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Key features:

Ability to create folder to folder connections from SharePoint, Microsoft Teams and Network Shares into Content Manager
Ability to capture Teams Channel posts and Chats into Content Manager
Ability to capture documents from OneDrive into Content Manager
Assign a Content Manager container that documents will be captured into, configure the default record type and mandatory metadata fields
Auto classification for new containers based on the contents of the document library
Replicate the folder structure from original source and select the record type to use when creating subfolders within Content Manager
Ability to transfer files and lock editing to ensure users edit documents from SharePoint only
Map access controls that dynamically update using members of the connected SharePoint site
Option to automatically remove documents from the original source once they have been transferred to Content Manager and finalise the record on archive
Automatically upload a tr5 reference file and URL link to the original source once the document has been transferred to Content Manager
Create new revisions of Content Manager documents that have been updated from the original source
Automated statistics email with app usage data

How does 365|2CM compare?

Feature	365\|2CM	SharePoint Integration Module for Content Manager	Content Manager 10.1 Teams Integration	Content Manager 23.4 Teams Integration
Manage SharePoint files within Content Manager
Manage Teams files, posts and chats within Content Manager
Manage OneDrive files within Content Manager
Manage Network Share files within Content Manager
Automatic lifecycle management
Replace source documents with TR5 files and URL link after archival
Auto classification for new containers based on the contents of the document library
Map access controls that dynamically update using members of the connected SharePoint site
Transfer files and lock editing to ensure users edit documents from SharePoint only
Connection Management	Centralised within 365\|2CM	Requires deployment to each managed site	Configured within Teams and deployed to each channel individually	Configured within Teams and deployed to each channel individually
Mapping of Document Set/Folder Structures to Content Manager	Out of the Box	Configuration required	Configuration required	Configuration required
SharePoint Knowledge required	Minimal	Advanced	Advanced	Advanced

Security

Compliant with the ACSC Information Security Manual (ISM) - Guidelines for Software Development
Compliant with the ACSC Essential Eight guidelines

Prerequisites

Content Manager 10x, 10.1x, 23.x
Windows Server 2016 (IIS 10) or greater
The account used to run the app pool will need to be an Active Directory/Domain account
The account used to run the app pool will need access to Content Manager
Ability to register an application on Microsoft Azure Active Directory
The application will need to be HTTPS-protected
The application will need to be able to communicate with the Microsoft Identity Platform and Microsoft Graph API outside of your internal network
.NET 6 SDK (x64) version 6.0.400 or greater must be installed on the hosting system
ASP.NET Core Runtime Hosting Bundle version 6.0.8 or greater must be installed on the hosting system
Users of the application will need to have their M365 login added to their Content Manager profiles
SharePoint/Teams sites must be visible via the Microsoft Graph API
SharePoint connection is for SharePoint online only
Automated Teams Chat capture can only be done using the web version of Microsoft Teams
Compatible browsers:
- Microsoft Edge
- Google Chrome
- Mozilla Firefox

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Click here to learn more about the current supported versions

Why choose FYB Software?

We're proactive and consistent with product updates
Our products are continually evolving and growing to meet the needs of your organisation
We're Content Manager experts, using it every single day for our own information management
Delivering the best information governance systems and solutions is our priority
Our pricing is competitive and affordable
FYB apps, add-ins and connectors are certified Australian Made and each proudly carries the ‘Australian Made’ brand.

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See how easy it is to automate the transfer of information from Microsoft365 and Network Shares to OpenText Content Manager, achieving seamless records compliance. Contact us today to organise a demonstration and subscription pricing.

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Integrate Microsoft 365, Network Shares, Content Manager

Using the FYB 365|2CM App will provide the following benefits:

What's new in v2.2.X?

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View Demo Video

Training Course

Key features:

How does 365|2CM compare?

Feature

365|2CM

SharePoint Integration Module for Content Manager

Content Manager 10.1 Teams Integration

Content Manager 23.4 Teams Integration

Security

Prerequisites

Why choose FYB Software?

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