How to create new SharePoint Site Collection for NavSherpa
Creating a Site Collection is one of the few things, that has to be done directly on SharePoint. For SharePoint Online you need to do following steps:
Create Site Collection in SharePoint
To create a new Site Collection, open the SharePoint administration in your tenant. The url of SharePoint administration site is: https://<Your-Tenant-Name>-admin.sharepoint.com/
Open the list of Active sites in the left menu.
Click on the Create button.
From the dialog select Team Site.
Enter the Site Name and Site address.
Select a Group owner, this should be the administrator of the SharePoint Site collection.
Select a Language. Please note, that all subsites should be in the same language as the site collection.
For example, if you are creating a Site Collection for the Demo RapidStart package, make the Site Collection in English.
If you are creating the Site Collection for a customer, make the Site collection in his language – and select the same language for all subsites.
Check the Time zone. It should be your (or your customers’) time zone to prevent issues with dates and timestamps.
When you have done all settings, click on the Next button.
Now, you can add additional owners or site members. When you are done, click on Finish.
Now, search the newly created Site in the list of Active sites and click on the link in the Url column to open the new Site Collection.
(Optional) Activate Document Sets on the SharePoint site
If you want to use Document Sets in your scenarios, you need to activate it in the SharePoint Site Collection first (by default Document Sets are disabled). Document sets are for example used by the Demo RapidStart package, so this is the first step before installing the package.
Open the Site Collection features settings:
Select Document Sets from the list of features and Activate them:
Connect the Site Collection to NavSherpa
Now, you need to connect the SharePoint Site collection to NavSherpa. Go to SharePoint Site Setup List and create a new Site Setup:
Set the Code and the Site Title for reference inside NavSherpa.
Enter the SharePoint Site Collection url into the Server / Name URL field. The url should be in the format https://<Your-Tenant-Name>.sharepoint.com/sites/<Your-Site-Address>
Please ensure, that you have selected the SharePoint Site Collection language in the field Site Language ID.
You need to set up the authorization in the Authorization field.
The recommended authorization method is now OAuth2. Please follow How to connect to SharePoint guideline to set this up.
In case of OAuth authorization (deprecated) you need to finish the Setup Access Token Wizard to allow NavSherpa access to the Site Collection. You can start the wizard from the menu Access / Setup Access Token.
