SharePoint: Settings & Configuration

To create your Site Collections, head over to your SharePoint.

The URL should be https://xxx.sharepoint.com/SitePages/Home.aspx where xxx is the name of your SharePoint.

Important Note: You must login using a Global Administrator. 

Click the App launcher on the top left. 

Then click on Admin.

This will open a new tab in your web browser and take you to the Microsoft 365 admin center. 

From here, click on Show all on the left side. 

Then click on SharePoint, near the bottom of the expanded list. 

This will open a new tab in your web browser.

Click on Active sites.

This will open up a list of all of your existing Site Collections. 

From here, click on Create.

It will bring a dialogue that looks like this. 

Click on Other options at the bottom. 

It will bring up this dialogue. 

First, choose your template.

You can search on Google what are the differences between each SharePoint template, and choose which one suits your needs. 

For our example, we will select the Document Center template. 

Next, you should enter the name of your site by entering it in the Site name field. 

THIS IS A CRUCIAL STEP

Due to Microsoft's limitation of 2,000 lists and libraries combined per site collection (including the main site and any subsites), to determine your limitation is to find out how many clients and cases you have combined. This includes any folder structure you may have, which are considered a "sub-site" - these must be counted as well. We recommend that you keep your folder structure as flat as possible. 

We recommend using a name, followed by a number. These numbers should follow based on the year, month, and days. Again, depending on how many cases/clients (in total) you get on a yearly basis. 

Here are some examples of what you can use for the numbering.

• Year
  • • Full Year
      • • 4 digits = 2023
        • 2 digits = 23
    • Half Year
      • • 01 or 02
    • Quarterly 
      • • 1 through 4
• Month
  • • 01 through 12
• Days
  • • 01 through 31

This part is important and crucial, as you will need to remember the site collection name and update the LEX247 Control Panel configuration for your SharePoint integration later. 

Before you decide what numbering system you need, you should calculate your list of clients and cases that you get, then consider the Microsoft limitation of 2,000 per site and sub-sites. Allow for some buffer space in case you do exceed this amount at any given time. If a site collection exceeds 2,000 they will not be created. If your clients and cases are much higher than that in a shorter time frame, you can use the other codes to create more site collections. 

If you require help determining this, you can ask for help from our support team at support@lex247.com

For our example, we will assume we obtain less than 2,000 clients and cases yearly. We will name the site, "documents" in our example. 

We would enter the name as documents2023. 

You will see that a new field has dropped down. 

This will tell you if the site address is available. In our example, it is available. 

You can select either /sites/ or /teams/. In terms of set up, there is no difference but will depend on how you would like it setup. In our example, we will use /sites/.

The next step is to enter the name of your Primary Administrator. Enter the name of a SharePoint Administrator, or your SharePoint Service Account name. 

You can click on Advanced settings to bring up two additional options to set the Time zone and an optional Site description. 

Once you are done, click on Finish.

This will create the Site Collection and you should see it in the list. 

Depending on your numbering system, you will need to create multiple site collections. In our example, we created documents2023, where 2023 is for the year 2023... you will need to create multiple site collections now for other years, so that you do not need to do this every year. It is recommended to ensure that there are no issues in case you forget to create the site collection. 

So, in our example, we will create 5 years' worth of site collections in advance. You can do more if you wish. We will repeat the process and create site collections until 2028. 

Once you have created your site collections, you can go ahead and update the SharePoint configuration in LEX247.

Before you can update the settings in Control Panel for your SharePoint integration, you first need to create the Site Collections in SharePoint first. Without these Site Collections created first, you will not be able to update the configuration. If this is not done, please see Step 1 above. 

Important Note: ensure you are a User with Administrator-right in LEX247. 

Once you have successfully created the Site Collections in SharePoint, head over to the Control Panel, Under General, click on Manage Integrations. 

Click on CONFIGURE for Office365. 

The following dialogue will appear. Click on Show advance settings... button. 

The dialogue window will expand to show more settings, should look something like this. 

Under the Office 365 Location, there is a grey field after the URL. 

Here you want to enter the site collection name you created in SharePoint. You can find it in your SharePoint Admin Center settings under. 

In our example, we named it sites/documents. You can find this under the URL column in SharePoint. 

The next step is to add the numbering system you entered when creating the site collections in SharePoint. In our example, we only used the year 2023. 

Instead of entering the exact year here, since we created multiple site collections from 2023 up until 2028, we would replace the year with a code. The codes are as below. 

• {year}
  • • If you used the full 4-digits for the year, example, 2023. 
• {year:2}
  • • If you used two digits for the year, for example, for 2023 it would be 23.
• {month}
  • • If you used months in your numbering, which would be 01 through 12. 
• {day}
  • • If you used days in your numbering, which would be 01 through 31. 
• {halfyear}
  • • If you used half-year in your numbering, which would be 01 or 02.
• {quarter}
  • • If you used quarters in your numbering, which would be 01 through 04. 

For the example, we used the year 2023, so we would use the code {year} at the end. Therefore the full entered URL name we would enter is sites/documents{year}.

You can confirm that the URL is correct based on the same URL in SharePoint below. 

Optional:
You can add another folder by entering /name, after the code you entered, where you can add another folder name if required. 

If everything is correct, click Update. 

You are now done with updating the SharePoint integration in LEX247. 

Notes:

1. Ensure you are a User with 'Administrator'-rights set to be able to access the Control Panel. 

2. When updating the integration, ensure you have the correct administrator or service account credentials for your SharePoint.