New Manage in Place (Microsoft 365) document store

Manage in Place (Microsoft 365) document stores can be used to create a store that points to Microsoft 365 storage (such as OneDrive or SharePoint) that contains documents that are to be ingested and managed in Content Manager.

To configure Content Manager with credentials to be able to access Microsoft 365 storage, go to the Microsoft 365 tab in the dataset properties in Content Manager Enterprise Studio. The credentials configured there will be used by all Manage In Place (Microsoft 365) stores in Content Manager.

1. On the Administration ribbon, click Document Stores.

   The Document Stores window appears.

2. Right-click and click New Document Store, select Manage In Place (Microsoft 365) from the displayed list.

   The New Document Store dialog box appears.

3. In the Microsoft 365 Manage In Place tab, enter details as required:

   • Name - type the name of the document store
   • Implement SEC Rule 17a-4 Compliance rules - see About SEC Rule 17a-4 Compliance rules

   NOTE: Once a store is created with this option set, it cannot be unchecked.

4. In the Manage In Place tab, enter details as required.

   See Backup a copy to Manage In Place.

5. Test - click to test the store link
6. Click OK.

   Content Manager saves your new store and it appears in the Document Store window.