Edition: Professional, Business, Enterprise
User-level: Director, Assistant Administrator, System Administrator
Previous steps: Subscribing to the Unified Workspace add-on
Connecting to Unified Workspace will allow you to synchronise your Synergy project folders and files with SharePoint and Microsoft Teams. Document control can be maintained within SharePoint, and updated versions or revisions can be synced back to Synergy to be sent to your clients in transmittals.
Enabling the Unified Workspace
Select the Organisation dropdown menu and select Connect to PIM:
In the Connect to PIM page, you'll need to follow the steps in the Authenticate and Unified Workspace tabs to enable the add-on.
Authenticate
The Authenticate tab is made up of three steps, as follows:
TenantID - Enter your TenantID, which can be found by logging in to Azure AD (administrative user required), and look at the Overview section of the Azure Active Directory page.
Approve Permissions - This will open a new tab with a list of permissions to approve. Select Approve to proceed to the next step.
Enable Connection - Select Enable Unified Workspace to proceed to the Unified Workspace tab.
Unified Workspace
There are 3 steps to configure the Unified Workspace tab, detailed below. If you are an existing SharePoint add-on user, these steps do not need to be repeated.
Step 1 - SharePoint Configuration
This step requires the SharePoint base path and your preferred site naming format:
The SharePoint base path is the start of your SharePoint URL, eg. companyname.sharepoint.com.
The following site naming options are available:
Project Name
Project Number
Project Name and Number
Project Number and Name
Step 2 - Test Connectivity and SharePoint Security Groups
Before testing connectivity, you'll need to set up the following tenant security groups in SharePoint (case sensitive):
Synergy_User
Synergy_Assistant_Project_Manager
Synergy_Project_Manager
Synergy_Director_Access
Synergy_Assistant_Administrator
Synergy_System_Administrator
To set up the security groups, head to Azure AD Admin Centre, and select Groups from the menu:
From the Groups menu, follow these steps:
Select New Group
Select Security as the group type
Enter the group name as per the list above (eg. Synergy_User)
Once all groups are configured, add your staff members to the groups corresponding to their level of access to Synergy.
For example, someone who is a project manager in Synergy should be assigned to the security group Synergy_Project_Manager in Azure.
After assigning all staff to the group they belong to, wait 5 minutes, then select Test Connectivity in the SharePoint add-on setup page:
Step 3 - Enable Connection
In this step, you'll need to enter a date. All projects created between the defined date and the current date will have their project folders and files in Synergy synced to SharePoint. This can be run at any time, so you can choose to sync projects in batches based on the date they were created.
Projects are only synced once, and if a project that falls within the specified range has already been synced, it will be ignored.
Where to next?
What other features does this relate to?