Office 365 Tab
- 26 Nov 2024
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Office 365 Tab
- Updated on 26 Nov 2024
- 1 Minute to read
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Setup Guide - Office 365 Tab
Tab - Office 365
This tab is only available in configurations when the O365 feature is installed in the environment.
This configurations tab allows you to configure the activation of the 365 space. For detailed information on how to populate all fields, please refer to page Installation Espace 365.
Setting up Office 365 features
Office 365 modularization is the process of dividing features into separate modules, each of which can be turned on or off independently. This approach allows you to tailor O365 behaviors to your specific needs, providing more flexibility in tool and process management; but also to streamline change management for your users
Enabling the O365 Lifecycle
| Practical information | Configuration information |
|---|---|
| Information point | This configuration allows for referencing, the creation of unified folders, as well as their downgrading. |
| Linked to a different configuration | Activate O365 Templates - Tab 365 |
| Benefits | Enables governance of this content from a unified platform |
| Disadvantages | - |
| Related Modules | iO Espace 365 |
| Default | Activated |
Activated
Linking, creating, and downgrading unified folders is possible.
Disabled
Linking, creating, and downgrading unified folders is not possible.
Enable O365 templates (will be activated spring 2025)
| Practical information | Configuration information |
|---|---|
| Information point | This configuration allows the use of O365 templates in workflows. For more details, see Gouvernance automatisée des contenus |
| Linked to a different configuration | Enable the O365 Lifecycle - Tab 365 |
| Benefits | Ensures standardization of document management practices, facilitates the organization of information and the coherence of structures. |
| Disadvantages | - |
| Related Modules | iO Espace 365 |
| Default | Activated |
Activated
Enable the use of templates in the creation of documents and content.
Disabled
Prevents the use of templates in document and content creation.
Enable unified search
| Practical information | Configuration information |
|---|---|
| Information point | During the simple search, you will be able to find search results from Constellio, Teams, Sharepoint, OneDrive and Exchange. |
| Linked to a different configuration | - |
| Benefits | Allows search through a unified interface. |
| Disadvantages | - |
| Related Modules | iO Espace 365 |
| Default | Activated |
Activated
The Constellio tabs, Office 365 files, and Exchange emails are available in the simple search.
Disabled
The Constellio tabs, Office 365 files, and Exchange emails are not available in the simple search
Enable the unified view
| Practical information | Configuration information |
|---|---|
| Information point | Allows you to access the O365 tab and its tree structure in your home screen. |
| Linked to a different configuration | - |
| Benefits | Simplified and centralized navigation of documents and files. |
| Disadvantages | - |
| Related Modules | iO Espace 365 |
| Default | Activated |
Activated
The O365 tab and its tree view will be available in your home screen.
Disabled
The O365 tab and its tree view will not be available on your home screen.
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