Setup Help - Steps

Step 1 - Complete the Registration Form

You will need to provide your SharePoint Online domain (or your root URL e.g. https://captisium.sharepoint.com) and some other details like contact details.

 

You won't need to provide any payment information, the first 30-days are free. If you want to continue using Captisium Universal File Handler we will issue an invoice to you for payment towards the end of your free month, so you can continue using the service without interruption. More Information...

 

Sign-up now for your 30-Day FREE trial!

Step 2 - Consent to the Azure AD Permissions

IMPORTANT: It can take upwards of 4 - 8 hours for your Modern Consent to allow the Captisium Universal FIle Handler to appear for the domains that you consent to.

If you are using Modern look SharePoint Online or OneDrive for Business, you will need to consent to the Captisium Universal File Handler's access to your resources. This is an automated process. You must be a domain administrator within the Azure Active Directory (AAD)  that is used to manage your SharePoint Online instance permissions, within the same domain as the users that you are consenting for. (See Multiple Azure AD Domains below for more information)

The Azure AD Consent model is used for Modern look SharePoint, OneDrive for Business and Outlook web app consent. We have a special SharePoint Add-In for Classic Look sites and libraries. Both applications work together to ensure a consistent process for users regardless of the style of the site they are using. (See SharePoint and OneDrive for Business Classic Look SharePoint Add-In below for more information)

Once you register in the step above, we will send you an email with the next steps and the URL that you will need to visit to authorize the Captisium Universal File Handler for your organization and to download the SharePoint Add-In for your SharePoint App Catalog.

 
 

Multiple Azure AD Domains


IMPORTANT: Larger organizations may have many domains in their Azure Active Directory. The Captisium Universal File Handler's authentication is domain-based. You will need to ensure that consent is provided for EACH DOMAIN if you want the users of the domain to have access to the Captisium Universal File Handler. Using the adminuser@yourcompany.onmicrosoft.com to consent will only allow other users of the yourcompany.onmicrosoft.com domain to use the Captisium Universal File Handler. If you have other domains such as myCompany.com in your Azure AD, an account with Domain Administration for this domain will need to consent so that the users in the myCompany.com domain can use the Captisium Universal File Handler. Both of the domains ( captisium.onmicrosoft.com and captisium.com) would need to be consented to, by an administrator for each domain for the users of the domains to have access to the Captisium Universal File Handler.




Sample User Licensing


User Licensing in this example As the users in this example are all on a single SharePoint URL, they are considered in the total number of users. Therefore, if there were 10 different domains in your Azure AD, and assuming that each Azure AD Domain had 10 users in it, and only one SharePoint URL, you would only need to license the total number of users in the one SharePoint URL, which in this example would be 100 users. So when completing your registration the SharePoint URL with 100 users. The SharePoint Domain Administrator, can adjust the number of user licenses up and down. Increasing Licenses: If you need more licenses than you have selected, you may increase the number of users, and they will be charged pro-rata (per day) until the end of the current month. You will need to pay for those users at that rate prior to the issuing of the licensed user count change. Let's examine this:

  • 1st day of the billing cycle, you are billed for 100 users.
  • On day 10 of your billing cycle you increase the number of licenses to 150 users.
    • You will be billed (assuming a 30 day month)
      • (50 X 1.99) / 30 (Days) X (30 (Days) - 10 (Days)) = USD$66.34
  • On the 1st day of your new billing cycle you will be billed for 150 users.
Decreasing Licenses: An Administrator can decrease the license count at anytime, however, the license count change will not take effect until the next billing cycle. Let's examine this:
  • At the start of the billing cycle (1st day), you had 100 user licenses.
    • You will be billed for 100 user licenses.
  • On the 3rd day of the billing cycle, you adjust the number to 50 user licenses.
    • This will not take effect until the next billing cycle.
  • The number of users will change on the 1st day of new billing cycle to 50 users.
    • You will be billed for 50 user licenses.




SharePoint Online Site URL


Continuing from the example above, both users have permission to use a single SharePoint Online and OneDrive for Business domain, in this example, we will use https://captisium.sharepoint.com. With this in mind, for licensing purposes, only the captsium.sharepoint.com domain needs to be licensed to allow all users to use the Captisium Universal File Handler. So when you complete your registration you only need to use this single SharePoint URL for all domain users with access to the SharePoint site. Of course, if you have multiple SharePoint domains, you will need to register each one separately. When you register your SharePoint Domain in Step 1, you must also verify your registered email address. This is the address that we will send invoices and communications to. You can request a new validation email from this page.




Consent for External Users


If you are sharing your SharePoint Online libraries with external users, they may appear to be at gmail.com or hotmail.com, but they will in fact have an entry in your Azure AD Corporate Directory. It is the Corporate Directory that is used by SharePoint Online to determine who the users are and the access that they are granted. By default, all external users are attached to the root domain that is associated with your SharePoint Online sites. So, an administrator from the same root domain, consenting to the users within that organization having access, will allow all your external users access to the Captisium Universal File Handler also. IMPORTANT: External Users count towards your overall user licencing number. So allowing 1,000 external users to access your SharePoint Online resources will quickly consume your Captisium Universal File Handler user licenses. This may deny your internal users from accessing your user licenses if you have allocated a number of licenses that is smaller than the actual number of internal and external users. It would be good practice to segregate your Internal and External users (by domain). If you have done this and you don't want your Captisium Universal File Handler licenses consumed by external users, simply do not consent to that domains use of the Captisium Universal File Handler, and they users will not even know it is there. Due to the nature of the different architecture that is used for the Modern and Classic libraries and therefore the Captisium Unversal File Handlers for each, we can't prevent the classic file handler "Open" from appearing if you have added the SharePoint Add-In to a site with external users. The webservice will however, look at the consent that is granted on the domain for each process and if no consent is given, simply advise the user by way of error. These user actions will not consume your user licenses.




A non-Admin user providing consent


Consent for the Captisium Universal File Handler for an organization can only be granted by an admin user within the Azure AD that the user is consenting for. That is, if the user is adminuser@somedomain.com, they are granting consent for somedomain.com. A user that is not an admin user within the domain, will receive an error message like this when they attempt to consent to the app.





 
 

SharePoint and OneDrive for Business Classic Look SharePoint Add-In

For classic look sites and libraries, we have a SharePoint Add-In. You will be able to install this into your SharePoint Online App Catalog and then deploy it to the sites that contain classic libraries, so you can use the Captisium Universal File Handler with those sites and libraries too.

Download the Captisium Universal File Handler Classic Edition - SharePoint Add-In.

Consent for Classic Look Sites and Libraries using SharePoint Add-In


SharePoint Add-In Consent The architecture between the way apps are managed changed a little for Modern Sites. Many SharePoint Administrators are struggling to know what will work with modern sites and what will work with classic sites. We are trying to give you something that is a little more consistent with the Captisium Universal File Handler. There are a number of steps that you will need to go through before you can use the Captisium Universal File Handler Classic Edition. Assuming that you have registered to use the Captisium Universal File Handler, and you have granted Consent to use the Captisium Universal File Handler. Once you have done these things, you are ready to do the other things necessary: Step 1 - You must install the Add-In into your SharePoint App Catalog. This will allow you to deploy it to the various sites where you want to use classic libraries. Step 2 - Deploy the SharePoint Add-In to at least one site, even if it is only for the Consent process. Step 3 - Once deployed, from the Site Contents pane, launch the Captisium Universal File Handler Classic Edition SharePoint Add-In. You will need to do this using the same User Account that you have granted Admin Consent for the Modern Look Cpatisium Universal File Handler application. Step 4 - You then simply need to grant consent to the Classic version. This will then allow all users within the consented domain to access the Captisium Universal File Handler for the nominated SharePoint URL. You will need to repeat this process, for each additional Azure AD Domain that has access to your SharePoint Sites. IMPORTANT: Although you are requried to grant consent to each user domain that is used in your SharePoint site, you only need to grant the consent for both the Classic or the Modern Captisium Universal File Handler once for each domain. This is regardless of how many sites you deploy the SharePoint Add-in to. Naturally, you will need to deploy the Captisium Universal File Handler to any new site collections that you deploy. Provided the new site collection uses only existing user domains, you will not need to do anything else, the Captisium Universal File Handler will be ready to go to work. Download the Captisium Universal File Handler Classic Edition - SharePoint Add-In from here.





Step 3 - Install the Client-Side Application

Our Microsoft Windows (7 [see Windows 7 Notes below], 8.1 and 10) client-side application does all the heavy lifting for you. It can be configured for one (or more) SharePoint Online domains and then it's ready to go.

Download the Captisium Universal File Handler client from here

For detailed help documentation and installation advice, go here.

For the End-User License Agreement, go here.

Setup your local credentials

The first time you run the Captisium Universal File Handler client, you will be asked to enter your SharePoint online credentials. Your credentials allow the client to upload and recover files that you work with from your SharePoint libraries.

Step 4 - Ready to go

Once you have completed all these steps, and the Captisium Universal File Handler has propagated to your Azure Active Directory, you will start to notice all the icons appearing next to your SharePoint files in your lists and libraries. This means your Modern Sites are up and running. 

  1. Custom Icons appear next to your files in your lists and libraries

  2. You have non-native file extensions available

  3. You will see an Open option for your non-native files

  4. Click with Captisium to open the file.

[Windows 7 Notes]: Windows 7 officially concluded end-of-life on the 14th of January 2020. Many corporate clients are still running this now very old operating system and as such we are supporting the Captisium Universal File Handler client-side application until at least 14th of July 2020, to give those organizations an additional six-months to transition. After this time, while the Captisium Universal File Handler Client-Side Application may well run as expected on Windows 7 computers, it will no longer be supported and any new changes will not be tested on this platform.