What does MetaShare do during an activation?

If you now want to activate MetaShare then either signup for a free MetaShare trial license or  place a license order. After having filled in the fields you will within soon be supplied with a link to activate MetaShare.

First of all you can be assured that a MetaShare activation does not do any changes to any of your existing sites in SharePoint. You can safely activate MetaShare and later deactivate it without any risk.

The first thing you need to do, when activation MetaShare, is to approve that MetaShare is granted appropriate SharePoint permissions in order to perform tasks such as: upload documents, create documents, search for documents and create workspaces. The permissions are granted by clicking on the “Accept” button on the form below:
Accept permissions for MetaShare for your organization

After clicking on the “Accept” button, MetaShare will be added as an Azure app, in your Azure portal:
MetaShare added as app, in your Azure portal

The actual activation process is a straightforward operation consisting of these steps:

  1. In the first step, your Office 365 tenant’s information is listed, verifying that you are logged in with the right user account. This information will be stored in MetaShare’s internal database in Azure, in order to keep track of our customers. The logged in user will be set as the MetaShare administrator, but can be changed to any account after the activation. On the bottom of the page you can choose to add some sample data/terms as well as sample columns and content type (currently available in English and in Swedish):
    MetaShare activation - step 1
  2. If you do not choose to add the sample data before clicking on the “Continue” button, then you will go directly to step 3, else this is what you will have to do:
    1. If you do not have appropriate permissions to SharePoint’s term store, a message will be shown under the “Continue” button prompting you to add yourself as a term store administrator:
      Insufficient permissions in SharePoint's term store
      To add yourself as an administrator, just click on the “Term Store” link in the message.
      A new browser tab will open where you can add yourself as one of the “Term Store Administrators”:
      Add yourself as an administrator in SharePoint's term store
      After having assigned yourself the permission, just close the tab and click again on the “Continue” button.
    2. This will lead you to the next step in the activation, to manually publish the document content type that was created in the previous step:
      MetaShare activation - step 2
      If you get an “Access denied” message after clicking the “Publish” button, you first need to add yourself as a site collection administrator in the Content Type Hub, by clicking on the “Content Type Hub” link. A new browser tab will open where you can add yourself as one of the “Site Collection Administrators”:
      Site collection administrator in the content type hub
      After having assigned yourself the permission, just close the tab and click again on the “Publish” button. A new browser tab will open where you publish the content type by clicking on the “OK” button:
      Publish the MetaShare Document content type

      After publishing the content type you can just close the content type tab and go back to the activation page.

  3. In the next step you just need to click on the “Continue and finalize” button:

    MetaShare activation - step 3
  4. You will now have to login again and will be asked to give your end-users access to MetaShare, with the same permission consent as before:
    Accept permissions for MetaShare for your organization

  5. You should now come to MetaShare but as your logged in token does not yet have the necessary credentials you will come to this page:
    There are no workspaces available
    You will have to logout and login again, to get your new session token, and then get to an empty MetaShare:
    MetaShare's start page
  6. You can now create a workspace, based on the sample information model’s workspace configuration or you can first configure MetaShare and then create your workspaces.

Note

  1. If you try to access MetaShare before the MetaShare app has gotten the appropriate permissions in Azure you might get to this page:
    MetaShare activation started
    If you have just approved that MetaShare is granted appropriate SharePoint permissions then you can just click on the “Retry” button after a few seconds
  2. If you try to access MetaShare before you have activated MetaShare you will come to this page:
    MetaShare not activated