To set up Case & Matter, you need to deploy the configuration files to a central resource library in SharePoint.

MacroView Case and Matter includes several predefined solution designs, depending on your SharePoint environment and preference for Term Sets (Site collection/Tenant) and Clients (Libraries/subsites).

• • SC (no subsites) - Site Collection level term sets, Clients created as libraries.
  • SC - Site Collection level term sets, Clients created as subsites.
  • Tenant (no subsites) - Tenant level term sets, Clients as libraries.
  • Tenant - Tenant level term sets, Clients as subsites. 

Note: To complete this process, you must also have installed MacroView Solution Provisioning when you installed Case and Matter.

1. Double-click on the MacroView DMF desktop icon to open MacroView DMF Explorer.
   
   
2. Expand the tree view and locate a site where you would like to create your solution resource library and select Provision > New Library
   
   
   If you don't see the Provision option, download and install MacroView Solution Provisioning.
   
   
3. Then choose Custom Resource Library as the library type and enter the library details
   
   
4. Select the preferred solution in Zip File and click OK.
   
5. The Resource library will be created and will contain several folders and files. It should look something like this.
   
   
   
6. Once the solution Resource library has been created, set the central configuration (resource library) location in DMF. 

Note: In most cases the new configuration will be applied immediately, however some settings are only applied after the user next logs out and back in. 

What's Next?

Create a new MacroView Case and Matter site collection or Upgrade an existing site collection to Case & Matter

More information

• Refining your MacroView solution - Configure your Case and Matter solution to meet your specific business requirements.