10. How to do a Health Check for a Connection?
1. Navigate to the HingePoint ProConnector Web Application. 2. In the Dashboard page, click on the View link in the Unhealthy Connections KPI card. This will navigate the user to the Connection Report page. Click on the Connection highlighted in yellow indicating an unhealthy connection which has delta. 3. In the Connection details page, […]
05. Validate DMSA keys
How to validate the DMSA keys for an existing Integration? Navigate to the Sync Tool Application Click on Procore Integrations from the navigation menu In the View Integration page, click on Edit button In the Edit Integration page – Step 1, Procore DMSA Client Key and Procore DMSA Client Secret fields are made editable. […]
File conflict scenarios
File conflict scenarios when two users edit the same file simultaneously in SharePoint and Procore Scenarios Actions Expected Result Screenshots Scenario 1 Open the document in SharePoint, Edit, Save and Close it. Open the document in Procore, Edit, Save and Close it. Changes from SharePoint are synced to Procore. Changes from Procore are synced […]
04. Custom App – Migrating to Developer Managed Service Accounts
Building a Data Connection App with DMSA Click here for demo video Create a New App Open your browser and navigate to the Procore Developer Portal page (https://developers.procore.com). Click ‘Sign In’ to log in to your Developer Portal account. Click on ‘My Apps’ and click on ‘Create a New App’ In the Create New […]
03. Procore – SharePoint Check In & Check Out Test Cases
1. Use Case: Check Out a file in SharePoint and edit the same file in Procore SharePoint and Procore Full sync is complete and the Project is in Active status Create a Word document in SharePoint ==> name it “Use Case 1” OR upload a new Word document with file name “Use Case 1” […]
09. Project Details & Stats
Step 1: Click on Project Management from the left navigation bar. Step 2: Click on the Project whose status is Active to view the Project Details and Stats. Step 3: The Project Details screen displays the Date and Time for Sync Start, Sync In-Progress, Sync Complete and Procore/SharePoint/Windows Set fields along with Project Name […]
08. Connection Status on Dashboard
Step 1: Click on Project Management from the left navigation bar and click on home which will take you the dashboard page. Step 2: Status of the Connections in the Homepage. Not Started Status: The newly created Connection for which the sync has not yet started. The # of Files in Location 1 and […]
02. Procore – SharePoint Test Cases
Examples of testing Uploading file to Procore: Uploading folder to Procore: Removing file from Procore: Removing folder from Procore: Uploading file to SharePoint: Uploading folder to SharePoint: Removing of files from SharePoint: Removing of folders from SharePoint: Renaming file in Procore: Renaming folder in Procore: Renaming file in SharePoint: Renaming […]
07. Sync Status
Step 1: Click on Project Management from the left navigation bar. Step 2: Click on the name of the project in the home table whose sync you want to activate Step 3: The project stats screen is displayed. Select the endpoint for which you want to activate the sync and click on […]
07. How to extend and get the expiration period for SharePoint Credentials (App-Only)
How to get expiration period for SharePoint Credentials Step 1: Open PowerShell ISE as administrator in the local computer: Step 2: Put the script from below and press F5: Note: Please paste your current SharePoint Client ID to the script (replace the value that highlighted in yellow). You can copy SharePoint Client ID […]
