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All-in-one admin console

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 v4.0.14?
  • Items can now be checked within the folders returned from a delta request
  • Delta links are now generated for connections containing more than 1000 items
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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 into Content Manager
  • Ability to capture Teams Chats and their files into Content Manager
  • Ability to capture documents from OneDrive into Content Manager
  • Multiple dataset support, allowing users to change datasets and configure different connections
  • 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
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

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
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.

We listen and deliver

At FYB we strive to turn around enhancements as quick as you log them. We don't have lengthy approval processes or years between releases.
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FYB run an agile development program with product updates from quarterly to annual, ensuring our solutions continue to meet and exceed your requirements.
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Curious about Explorezel?

Our interactive demo will show you how easy it is to search and action documents across Micro Focus' Content Manager and Microsoft 365.
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In the meantime, check our our blog for more helpful resources.
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Download free guide

This short guide will share tips and tricks on how you can use FYB Mediazel for brand asset management
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In the meantime, check our our blog for more helpful resources.
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Contact Us

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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FYB Business management consultants
Level 38, Tower 3, 300 Barangaroo Avenue
Sydney, NSW 2000
Call Us 1800 392 392
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