¶ Introduction
JOIN Collaboration is the application for sharing (documentary) digital information. The flexible and comprehensive configuration enables both small and large organizations to digitally optimize their information household. Users can share multiple files with multiple participants and collaborate accordingly. By using this functionality, it is possible to fully digitize complex processes. We have created a video to walk you through the basics.
¶ Overview
¶ Environment Setup
For the Collaboration ready application, we need the following settings to be done
- User should have Collaboration License in JOIN Config Editor
- Platform Url, Client ID, Client Secret Key should be added in the JOIN Configuration Editor
- The setting name 'Allow to collaborate on files and document’s should be set True in JOIN Config Editor
- Respective User should have the 'Allow to Collaborate on Document’s right enabled in JOIN Admin
- ADFS Configuration should be in place
- Decos JOIN Background Service should be running
- Browser settings (Add the application URL to ‘Allow popups’) should be done
¶ Initiate a Session from JZD using Document
A session from JZD can be initiated using the Documents and a Folder as given below.
Login into JZD with valid credentials, Create a new document, and add few files to the document. In the form view of the Documents tab click on the Share button. Click on the option ‘Share with JOIN Collaboration’. A new session will be initiated in a new browser tab.
¶ Initiate a Session from JZD with Case-Collection
Create a new record in folder book and under the Documents tab, click on the new item icon and select the Document book where you want to create the new documents. Enter the details for the new document and upload the files and save the document using the same procedure in Documents version.
On the Current folder tab, click on the option ‘Share with JOIN collaboration’ to begin with the session initiation module.
¶ Collaboration-Web
This version of Collaboration allows you to associate independently without any configuration of the third-party application thereby providing a seamless experience for managing and collaborating on the sessions with this stand alone version. To make use of this Web product, the tenant users should own a License for this product.
¶ Get started
- Go to the Azure portal page and log in with your Microsoft Outlook account to purchase the Product.
- Navigate to the appsource.microsoft.com
- Search for the JOIN collaboration product and click on the Sign-in button.
- Sign in with the Microsoft account that you wish to register for the purchase and click on the ‘Get it now’ button.
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Select the appropriate country for Billing and click on the Confirm button.
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Click on the Change Plan link and select the Plan to confirm, and enter the number of users to be configured in the Plan.
- Enter the appropriate Card details to purchase and click on the Place order button. A confirmation message of Purchase will be displayed on the Portal.
- On the Confirmation message page, click on the Configure now button, select the checkbox with the option 'Consent on behalf of your organization and click on the Accept button in the Permissions dialog.
- The user will be directed to the Organization’s page. Enter the organization details that you wish to register and click on the Activate button.
- A confirmation message will be displayed and an onboarding invitation E-mail will be sent to the registered Microsoft account from the Decos Cloud Platform.
- On accessing the onboarding link, the User will be directed to the OTP screen wherein the valid OTP sent to the registered phone number needs to be entered.
- Enter the valid details to create your account, click on the Next button and accept the terms of use. A confirmation link will be sent to the registered Microsoft account.
- Go to your Microsoft account, access the confirmation E-mail from the Decos Cloud Platform. The user will be taken to the Decos Cloud platform - tenant provisioning app. Set the details for your organization as an Admin.
- Go to the Decos Cloud Platform login(decoscloud.com) page.
- Enter the registered email address and valid details to authenticate. The User should be navigated to the Collaboration Portal.
- From the Left menu, go to the Admin portal and select Manage subscriptions from the Subscription and License menu and click on the view details.
- The Active Subscription is displayed and is configured scuccessfully. The Admin user will be displayed in the Active user’s list.
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Initiate a session with Collaboration Web
Once the Collaboration-Web License is in place, simply begin with collaborating on documents along with the files and participants. -
How to start??
- Login to the Collaboration Portal and navigate to the Session Overview page. Click on the ‘New session’ button, the user will be directed to the Session initiation page and follow the workflow below to create a session successfully.
¶ Feature List
¶ Session Initiation Workflow
¶ Edit Session Workflows
- Manage Session
- Add more Files
- Manage Files
- Add more Participants
- Manage Participants
- Manage Rights
- Manage Task Description
- Manage Due Date
- Create Session
- User invitation flow
¶ Collaboration Dashboard
- Dashboard Overview
- Session Overview
- Session Details
- File Details
- WOPI Integration with Join Collaboration
- JOIN Behaviour post End Sesion
- Session created by you
- Manage Sessions
- Manage Projects
- Notifications
- Settings
- Logout
¶ Release notes
The release notes of the JOIN Collaboration can be found here
Manual
This wiki can be used for versions 6.0.0 and later of JOIN Case & Document