Working with SharePoint libraries

Before you can access documents stored in a SharePoint site, you must make the library known to ProjectForce. This is a one-time only task. After the library has been added to ProjectForce, you may work with documents in the library thereafter.

To add a SharePoint library:

In Internet Explorer, open the SharePoint library that you want to add to ProjectForce.

Drag the web page icon from the address field and drop it onto SharePoint in the ProjectForce tree view. The Add Library dialog box appears with default library information already typed.

In ProjectForce, right-click SharePoint in the left pane and select Add Library. The SharePoint - Add Library dialog box appears containing no information.

Type or Click options or type values using the descriptions in the following table.

SharePoint library options
Option	Description
Display Name	Type the name of the library as you want it to appear in ProjectForce.
Default library	Enable this option to make the library the default library when you open ProjectForce.
Protocol	Select the protocol for ProjectForce to communicate with SharePoint.
Web Application	Type the application name on the SharePoint server where the library resides and the port with which to connect to the application, for example, MySharePointServer:4393.
Site	Type the name of the SharePoint site where the library resides that you want to add.
Library Name	Type the name of the SharePoint library that you want to add.
Server Version	Select the version of SharePoint running on the server.
Use Windows Credentials	Enable this option only if you want ProjectForce to connect to the SharePoint library with the same Windows account credentials that you normally use to connect to the library, which might be different from the credentials that you use to log on to Windows. When enabled, ProjectForce uses the credentials from the Windows cache. If cleared, you will be prompted to log on to the SharePoint site.

SharePoint library options

Option

Description

Display Name

Type the name of the library as you want it to appear in ProjectForce.

Default library

Enable this option to make the library the default library when you open ProjectForce.

Protocol

Select the protocol for ProjectForce to communicate with SharePoint.

Web Application

Type the application name on the SharePoint server where the library resides and the port with which to connect to the application, for example, MySharePointServer:4393.

Site

Type the name of the SharePoint site where the library resides that you want to add.

Library Name

Type the name of the SharePoint library that you want to add.

Server Version

Select the version of SharePoint running on the server.

Use Windows Credentials

Enable this option only if you want ProjectForce to connect to the SharePoint library with the same Windows account credentials that you normally use to connect to the library, which might be different from the credentials that you use to log on to Windows. When enabled, ProjectForce uses the credentials from the Windows cache.

If cleared, you will be prompted to log on to the SharePoint site.

Click OK to save your changes. The library appears below the SharePoint node in the tree view.

To edit the settings for an existing library:

In ProjectForce, right-click the library and select Edit Library Settings. The Edit Library dialog box appears.

Type or select options using the descriptions in the preceding table.

Click OK to save your changes.

To delete a library from ProjectForce:

In ProjectForce, right-click the library and select Delete Library Settings. A confirmation prompt appears.

Click Yes. The library is deleted from ProjectForce, not SharePoint.

Note You may only delete a library when you are not logged on to the library.

Related concepts

About the shortcut menus

Related tasks

Opening ProjectForce

Creating and using desktop shortcuts

Configuring personal preferences

Related information

Exploring the ProjectForce interface


	BlueCielo ProjectForce 2011 User's Guide \| BlueCielo ECM Solutions