Connect SharePoint On-Prem

1. Open a Private Window in your internet browser (❗)
2. Go to the Lexis® Create DMS Portal (for LexisCreateDMS customers) or to Lexis Create+ Portal (for Lexis Create+ customers) > Integrations
3. and login with your Lexis® Create (DMS) credentials (or via SSO )
4. Go to 'Integrations' and click on + Connect Microsoft Sharepoint on Premise (NTLM). 

5. Fill out the below details to start the synchronization process. 

   • Web URL: This is the base url that points to the Sharepoint Server. For example: https://sp-2019.company.com
     • The URL should be exposed to the public internet.
     • HTTPS is required. Please ensure the following requirements are taken into account for the https certificate:
       • • Signed by a recognized certificate authority. The certificate chain must contain a root certificate from an established root CA (= Certificate Authority).
         • Ensure the full certificate chain is returned by your server. In most cases this translates to returning the server certificate, the intermediate CA certificate and the root CA certificate
         • You can use the following command to check the validity:
     • openssl s_client -verify_return_error -connect <host>:<port>
   • Domain: 

     The name of the domain controller’s domain. Users usually add this at the beginning of their username to login. For example, if a user logs in with DC01\user_xyz the domain is DC01 and the username is user_xyz

   • Username: the username of the Service User, without the domain at the start

   • Password: the password of the Service User

     To start a sync with your Sharepoint server, our indexing application will start by issuing a search query for all sites to your Sharepoint API. The URL for this API call is:

     https://<YOUR_SP_URL>/_api/search/query?querytext='(contentclass:STS_Site) (contentclass:STS_Web)'

     Once we've retrieved all the sites through the search query, we will fetch the list of document libraries that are contained within these sites.

5. You will be redirected back to Lexis® Create DMS. Lexis® Create DMS will start syncing and you will see in the dashboard when the sync is finished. There is no need to keep Lexis® Create DMS or your computer open. At this moment, we will keep an eye on the integration, ensure the right integration settings are applied and let you know when the sync has finished.

Go back to the integration guide to follow the next steps of the integration.