Latest Documentation
RecordPoint 4.0 Documentation
Records365 Documentation


Documentation for older versions
RecordPoint 3.9 Documentation
RecordPoint 3.8 Documentation


Articles in this version

Page tree
Skip to end of metadata
Go to start of metadata
 Article Contents

For RecordPoint to operate correctly, there are various SharePoint configurations that need to be completed before starting the RecordPoint software installation.

Create Web Application(s) and Site Collection(s)

Create Web Application(s)

Web Application for RecordPoint

The Setup user administrator account is used to set up SharePoint Configuration Wizard, the initial Farm Creation Wizard, and Windows PowerShell.

  1. Log into Central Administration as the Setup user administrator account
  2. Go to Application Management
  3. Select Manage web applications
  4. Create a web application for the RecordPoint
  5. Requires the following services:
    1. Managed Metadata Service (MMS); and
    2. Search Service Application (SSA).
  6. For more information on how to design, create or manage web applications refer to Microsoft TechNet article.

Web Application for the Active Site(s)

An existing web application(s) can be used.

  1. Log into Central Administration as the Setup user administrator account
  2. Go to Application Management
  3. Select Manage web applications
  4. Create a web application for the Active Site.
  5. For more information on how to design, create or manage web applications refer to Microsoft TechNet article.

Create Site Collection(s)

Site Collection for RecordPoint

  1. This step will be created as part of the RecordPoint installation and does not need to be created at this stage.

Site Collection(s) for the Active Site

An existing site collection can be used and configured to be managed by RecordPoint.

  1. Log into Central Administration as the Setup user administrator account
  2. Go to Application Management
  3. Select Create site collections
  4. Create at least one site collection for the Active Site web application created above.
  5. For more information on how to create or manage site collections refer to Microsoft TechNet article.

Create a Search Service Application for RecordPoint

A search service application that is designated just for RecordPoint is required within the same farm. 

  1. Log into Central Administration as the Setup user administrator account
  2. Go to Application Management
  3. Go to Manage service applications
  4. To design, create and configure a search application for RecordPoint refer to Microsoft TechNet article.

Claims to Windows Token Service (C2WTS)

Set up Claims Provider

When a SharePoint 2013 site uses claims authentication with RecordPoint, the Claims to Windows Token Service (C2WTS) must be configured and running correctly. This configuration must be on all SharePoint servers in your farm.

Single-server farms do not need to perform this process.

  1. To set up Claims Provide refer to Microsoft TechNet article
  2. Complete Step 1

Set up Allow Callers

For RecordPoint server side service calls to function the appropriate security group must be allowed.

  1. To set up Allow Callers refer to Microsoft TechNet article
  2. Complete Step 2
For example, NT Authority\Authenticated Users can be added to the list of Allowed Callers for the claims service.
To do this example add the following line to the AllowedCallers node: <add value=”NT Authority\Authenticated Users” />

Start Claims to Windows Token service

  1. Run elevated browser to Run as Administrator
  2. Log into Central Administration as the Setup user administrator account
  3. Go to System Settings
  4. Select Manage Services on Server
  5. For information on which Claims to Window Token Service needs to be running refer to Step 4 of Microsoft TechNet article

Configure Group Permissions

The following accounts must be added to the following group prior to running the RecordPoint Deployment and Configuration. The groups required for update are:

  • Term Store Administrators; and
  • Search Service Application Administrator

Adding the Term Store Administrator

  1. Log into Central Administration as the Setup user administrator account
  2. Go to Application Management
  3. Go to Manage service applications
  4. Select Managed Metadata Service
  5. Add the SharePoint farm service account to the Term Store Administrators
  6. Click Save

Adding the Search Service Application Administrator

  1. Log into Central Administration as the Setup user administrator account
  2. Go to Application Management
  3. Go to Manage service applications
  4. Select to the right of the Search Service Application so that it is highlighted
  5. In the ribbon select Administrators
  6. Add the RecordPoint Application Pool account
  7. Click Add
  8. Select Full Control
  9. Click Save
  • No labels