Target audience
Users who want to link Mavim topics with items from a SharePoint document library.
Core purpose or goal
Explain how to open the SharePoint Connection Manager, connect to a SharePoint site or document library, and prepare the environment for coupling items with Mavim topics.
Key information and steps to include
Open the SharePoint Connection Manager
Users can open it using any of these options:
- Ribbon, Tools tab, Web section, External connections website, SharePoint
- Ribbon, Edit tab, Couple topic with section, SharePoint
- Right‑click a Mavim topic, then select Couple topic with, SharePoint
Start a new SharePoint connection
- Select the button
to add a new SharePoint connection. - A window appears that allows the user to enter connection details.
Enter the SharePoint site URL
- Enter the URL of the SharePoint site that contains the document library you need.
- The drop‑down list for the “URL to document library” field shows previously used URLs, which makes switching between connections easier.
Using Office 365 and MFA
- Select Browser when connecting to Office 365.
- After signing in successfully, login details are stored so that the user does not have to sign in every time.
- Use this option when Office 365 uses multi‑factor authentication.
Continue to the document library
- Select Next.
- Choose the document library from the list.
- Select Finish.
- The SharePoint Connection Manager shows the documents in a list.
Additional references
- For details about the Connection Manager, see: Connection Manager: SharePoint.
- For creating couplings between Mavim topics and SharePoint items, see: Couple with SharePoint document library items.
Important notes, warnings, prerequisites
- Users must have access rights to the SharePoint site and its document library.
- When using Office 365 with MFA, Browser login is required.
- Users may need to switch URLs when working with multiple SharePoint environments.
