To use MacroView DMS Pro or MacroView DMS with SharePoint Online or in Client Side Only mode, simply install the client and configure it to point at your SharePoint Online or on-premises SharePoint server.

If you want to use MacroView DMS Pro or MacroView DMS with an on-premises SharePoint server, see DMF and Message 8.8 - Quick Installation Guide for SharePoint Admins (on-premises).

Prerequisites

MacroView DMS Pro requires a Windows environment with access to Microsoft Office.

• Windows 11 (all versions)

• Office365, Office 2019, Office 2016

• Microsoft .NET Framework 4.8
• Visual Studio Tools for Office (VSTO) 4.0 Runtime

• .NET Programmability Support for Microsoft Office, also known as Microsoft Office Primary Interop Assemblies (PIAs).

• If the MacroView DMS Provisioning extension is also installed with DMS 9 or later then the extension must be version 4.2.4 or later.
• Microsoft Edge WebView2

Installation

Client installation

1. Close all Office applications (Outlook, Word, Excel, and PowerPoint), Internet Explorer, and Adobe Reader.
2. Run the provided MacroView DMS Pro or MacroView DMS installer.

Connect a server

1. Double-click the MacroView DMS Pro icon on your desktop or start Outlook.
2. In the File menu, choose Options (in Outlook select the MacroView tab and click Options) and go to the Servers tab.

3. Click Add. The SharePoint sign-in modal is displayed.

   

4. Click Sign in to Microsoft 365.
5. Add your Microsoft profile and sign in.

6. If you already have a valid license, DMS Pro will detect this and add servers automatically.

   

7. If no license is detected, you can add a license.

   

   This allows you to add server details manually.

   

8. In the Server Name box, enter a display name which will appear as a new top-level node in the Browse mode of MacroView DMS Pro or MacroView DMS.

9. In the Server Type drop-down, select SharePoint Online (Office 365) or Client Side Only.
10. In the Server Path box, enter the path to your SharePoint Online (Office 365) Tenancy or SharePoint server.
11. If the server path entered is invalid or not reachable, the Unknown indicator is displayed.
12. If the server has already been licensed, the Licensed indicator is displayed.

Activate your license

1. Click Activate to open the MacroView Licensing website.

2. Login with your Office 365, Microsoft or Google account.

   MacroView recommends using a non-employee-specific account (for example, admin@ or other group account) as the same account will need to be used for all subsequent activations of the license.

3. You will be prompted by the relevant account provider to trust the MacroView Licensing site. You must grant this access in order to register the account.
4. Enter your name and email address and click Sign in.

5. The Activate License page is displayed where you can enter the License Key (supplied by MacroView).

   

6. Click Next to see the products linked to the license entered.
7. Select the DMF, DMF 365, Message or Message 365 option and click Next.
8. Confirmation the information is correct and click Finish.
9. After the Licenses Summary loads, return to the Server dialog in MacroView DMS Pro Explorer or MacroView DMS and click Recheck to confirm that the newly added Tenancy or server is now licensed.