FYB 365|2CM Demo

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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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

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

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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