{"id":10780,"date":"2024-01-11T11:24:03","date_gmt":"2024-01-11T10:24:03","guid":{"rendered":"https:\/\/help.metashare.com\/?page_id=10780"},"modified":"2026-05-08T23:25:01","modified_gmt":"2026-05-08T21:25:01","slug":"activate","status":"publish","type":"page","link":"https:\/\/help.metashare.com\/en\/orbit\/get-started\/activate\/","title":{"rendered":"How to activate MetaShare Orbit"},"content":{"rendered":"\n<p>MetaShare Orbit is activated by flowing these steps:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Register your tenant\u2019s information by sending an email with this information to <a href=\"mailto:sales@ways.se\">sales@ways.se<\/a>:\n<ol style=\"list-style-type:lower-alpha\" class=\"wp-block-list\">\n<li><a href=\"https:\/\/learn.microsoft.com\/en-us\/sharepoint\/find-your-office-365-tenant-id\" target=\"_blank\" rel=\"noreferrer noopener\">Your Microsoft 365 tenant\u2019s ID<\/a><\/li>\n\n\n\n<li><span style=\"background-color: var(--text-bright);color: var(--contrast)\">The URL to your SharePoint\u2019s root site<\/span><\/li>\n\n\n\n<li><span style=\"background-color: var(--text-bright);color: var(--contrast)\">The URL to your SharePoint admin center<\/span><\/li>\n<\/ol>\n<\/li>\n\n\n\n<li>When you receive an e-mail confirmation that your tenant\u2019s information is registered, you can start the activation process, by adding Orbit to your Azure Portal by following these steps:\n<ol style=\"list-style-type:lower-alpha\" class=\"wp-block-list\">\n<li><span style=\"background-color: var(--text-bright);color: var(--contrast)\">Go to <\/span><a href=\"https:\/\/orbit.metashare.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/orbit.metashare.com<\/a><span style=\"background-color: var(--text-bright);color: var(--contrast)\">.<\/span><\/li>\n\n\n\n<li><span style=\"background-color: var(--text-bright);color: var(--contrast)\">Give consent to both applications, \u201cMetaShare Orbit\u201d and \u201cMetaShare Orbit Client\u201d, by ticking the checkbox \u201cConsent on behalf of your organization\u201d and then click on the \u201cAccept\u201d button.<\/span>\n<ul class=\"wp-block-list\">\n<li><span style=\"background-color: var(--text-bright);color: var(--contrast)\">MetaShare Orbit:<\/span><br><img loading=\"lazy\" decoding=\"async\" width=\"440\" height=\"573\" class=\"wp-image-10835\" style=\"width: 320px\" src=\"https:\/\/help.metashare.com\/wp-content\/uploads\/Grant-concent-for-MetaShare-Orbits-app.png\" alt=\"\" srcset=\"https:\/\/help.metashare.com\/wp-content\/uploads\/Grant-concent-for-MetaShare-Orbits-app.png 440w, https:\/\/help.metashare.com\/wp-content\/uploads\/Grant-concent-for-MetaShare-Orbits-app-230x300.png 230w\" sizes=\"auto, (max-width: 440px) 100vw, 440px\" \/><\/li>\n\n\n\n<li><span style=\"background-color: var(--text-bright);color: var(--contrast)\"><span style=\"background-color: var(--text-bright);color: var(--contrast)\">MetaShare Orbit Client:<\/span><\/span><br><img loading=\"lazy\" decoding=\"async\" width=\"441\" height=\"573\" class=\"wp-image-10837\" style=\"width: 320px\" src=\"https:\/\/help.metashare.com\/wp-content\/uploads\/Grant-concent-for-MetaShare-Orbits-client-app.png\" alt=\"\" srcset=\"https:\/\/help.metashare.com\/wp-content\/uploads\/Grant-concent-for-MetaShare-Orbits-client-app.png 441w, https:\/\/help.metashare.com\/wp-content\/uploads\/Grant-concent-for-MetaShare-Orbits-client-app-231x300.png 231w\" sizes=\"auto, (max-width: 441px) 100vw, 441px\" \/><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><a href=\"https:\/\/orbit.metashare.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">MetaShare Orbit\u2019s start page<\/a> will now be shown:<br><img decoding=\"async\" class=\"wp-image-10964\" src=\"https:\/\/help.metashare.com\/wp-content\/uploads\/MetaShare-Orbits-start-page-with-some-high-level-instructions.png\" alt=\"MetaShare Orbit\u2019s start-page, with some high-level instructions\"><\/li>\n<\/ol>\n<\/li>\n\n\n\n<li>Grant permissions to MetaShare Orbit by following these steps:\n<ol style=\"list-style-type:lower-alpha\" class=\"wp-block-list\">\n<li><span style=\"background-color: var(--text-bright);color: var(--contrast)\">Got to: <\/span><a href=\"https:\/\/portal.azure.com\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/portal.azure.com<\/a><span style=\"background-color: var(--text-bright);color: var(--contrast)\">.<\/span><\/li>\n\n\n\n<li><span style=\"background-color: var(--text-bright);color: var(--contrast)\">In the left pane click on \u201c<\/span><a href=\"https:\/\/portal.azure.com\/#view\/Microsoft_AAD_IAM\/ActiveDirectoryMenuBlade\/~\/Overview\" target=\"_blank\" rel=\"noreferrer noopener\">Microsoft Entra ID<\/a><span style=\"background-color: var(--text-bright);color: var(--contrast)\">\u201d and then \u201c<a href=\"https:\/\/portal.azure.com\/#view\/Microsoft_AAD_IAM\/StartboardApplicationsMenuBlade\/~\/AppAppsPreview\/menuId~\/null\" target=\"_blank\" rel=\"noreferrer noopener\">Enterprise applications<\/a>\u201d.<\/span><\/li>\n\n\n\n<li><span style=\"background-color: var(--text-bright);color: var(--contrast)\">Click on \u201cMetaShare Orbit\u201d in the right pane.<\/span><\/li>\n\n\n\n<li><span style=\"background-color: var(--text-bright);color: var(--contrast)\">In the left pane, click on \u201cPermissions\u201d.<\/span><\/li>\n\n\n\n<li><span style=\"background-color: var(--text-bright);color: var(--contrast)\">Click on the blue button labeled \u201cGrant admin consent for <\/span><strong style=\"background-color: var(--text-bright);color: var(--contrast)\">\u2026<\/strong><span style=\"background-color: var(--text-bright);color: var(--contrast)\">\u201d. A new permission consent will now have to be granted.<\/span><\/li>\n\n\n\n<li><span style=\"background-color: var(--text-bright);color: var(--contrast)\">After the permissions have been granted the permissions should look like this (refresh the page till you see the changes):<\/span><br><img loading=\"lazy\" decoding=\"async\" width=\"1867\" height=\"663\" class=\"wp-image-12207\" style=\"width: px\" src=\"https:\/\/help.metashare.com\/wp-content\/uploads\/Admin-concent-MetaShare-Orbit-1.png\" alt=\"Admin consent - MetaShare Orbit\" srcset=\"https:\/\/help.metashare.com\/wp-content\/uploads\/Admin-concent-MetaShare-Orbit-1.png 1867w, https:\/\/help.metashare.com\/wp-content\/uploads\/Admin-concent-MetaShare-Orbit-1-300x107.png 300w, https:\/\/help.metashare.com\/wp-content\/uploads\/Admin-concent-MetaShare-Orbit-1-1024x364.png 1024w, https:\/\/help.metashare.com\/wp-content\/uploads\/Admin-concent-MetaShare-Orbit-1-768x273.png 768w, https:\/\/help.metashare.com\/wp-content\/uploads\/Admin-concent-MetaShare-Orbit-1-1536x545.png 1536w\" sizes=\"auto, (max-width: 1867px) 100vw, 1867px\" \/><\/li>\n\n\n\n<li><span style=\"background-color: var(--text-bright);color: var(--contrast)\"><span style=\"background-color: var(--text-bright);color: var(--contrast)\">Do the same for \u201cMetaShare Orbit Client\u201d. The permissions should look like this:<\/span><\/span><br><img loading=\"lazy\" decoding=\"async\" width=\"1597\" height=\"681\" class=\"wp-image-10841\" src=\"https:\/\/help.metashare.com\/wp-content\/uploads\/Admin-concent-MetaShare-Orbit-Client.png\" alt=\"\" srcset=\"https:\/\/help.metashare.com\/wp-content\/uploads\/Admin-concent-MetaShare-Orbit-Client.png 1597w, https:\/\/help.metashare.com\/wp-content\/uploads\/Admin-concent-MetaShare-Orbit-Client-300x128.png 300w, https:\/\/help.metashare.com\/wp-content\/uploads\/Admin-concent-MetaShare-Orbit-Client-1024x437.png 1024w, https:\/\/help.metashare.com\/wp-content\/uploads\/Admin-concent-MetaShare-Orbit-Client-768x327.png 768w, https:\/\/help.metashare.com\/wp-content\/uploads\/Admin-concent-MetaShare-Orbit-Client-1536x655.png 1536w\" sizes=\"auto, (max-width: 1597px) 100vw, 1597px\" \/><\/li>\n\n\n\n<li>Note that sometimes it might take some time before the permissions are provisioned throughout Azure. You might not directly be able to add \u201c<a href=\"https:\/\/orbit.metashare.com\/settings\/destinationurl\" target=\"_blank\" rel=\"noreferrer noopener\">Destination libraries<\/a>\u201d, \u201c<a href=\"https:\/\/orbit.metashare.com\/settings\/excludeurl\" target=\"_blank\" rel=\"noreferrer noopener\">Excluded sources<\/a>\u201d or \u201c<a href=\"https:\/\/orbit.metashare.com\/archive-rules\" target=\"_blank\" rel=\"noreferrer noopener\">Rules<\/a>\u201d. To test if these permissions have been granted, you can try to <a href=\"https:\/\/orbit.metashare.com\/archive-rules\" target=\"_blank\" rel=\"noreferrer noopener\">create a rule<\/a> and search for a term that you know exists in SharePoint\u2019s term store. If the term finder shows a spinner that does not stop, then try again in a little while (the provisioning can take up to an hour or two):<br><img loading=\"lazy\" decoding=\"async\" width=\"508\" height=\"182\" class=\"wp-image-10843\" src=\"https:\/\/help.metashare.com\/wp-content\/uploads\/The-term-finder-shows-a-spinner-that-does-not-stop.png\" alt=\"\" srcset=\"https:\/\/help.metashare.com\/wp-content\/uploads\/The-term-finder-shows-a-spinner-that-does-not-stop.png 508w, https:\/\/help.metashare.com\/wp-content\/uploads\/The-term-finder-shows-a-spinner-that-does-not-stop-300x107.png 300w\" sizes=\"auto, (max-width: 508px) 100vw, 508px\" \/><\/li>\n<\/ol>\n<\/li>\n\n\n\n<li>By now MetaShare Orbit is activated but the app\u2019s rules will not trigger unless you first set its state to active. Check the app\u2019s state by going to <a href=\"https:\/\/orbit.metashare.com\/settings\/tenant\" target=\"_blank\" rel=\"noreferrer noopener\">MetaShare Orbit\u2019s settings\u2019 page<\/a>, (click on the settings icon on the top-right corner of the application). Under general settings you can see your tenant\u2019s information and the status of the application. If you want to change the state of the app, just click on the \u201cEdit\u201d button and change the state:<br><img decoding=\"async\" class=\"wp-image-10968\" src=\"https:\/\/help.metashare.com\/wp-content\/uploads\/MetaShare-Orbits-settings-page.png\" alt=\"MetaShare Orbit\u2019s settings page\"><br><\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>Get started with MetaShare: Activate. Step-by-step instructions to set up and configure MetaShare in Microsoft 365.<\/p>\n","protected":false},"author":4,"featured_media":0,"parent":10768,"menu_order":1,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":{"0":"post-10780","1":"page","2":"type-page","3":"status-publish","5":"no-featured-image-padding"},"_links":{"self":[{"href":"https:\/\/help.metashare.com\/en\/wp-json\/wp\/v2\/pages\/10780","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.metashare.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/help.metashare.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/help.metashare.com\/en\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/help.metashare.com\/en\/wp-json\/wp\/v2\/comments?post=10780"}],"version-history":[{"count":9,"href":"https:\/\/help.metashare.com\/en\/wp-json\/wp\/v2\/pages\/10780\/revisions"}],"predecessor-version":[{"id":12572,"href":"https:\/\/help.metashare.com\/en\/wp-json\/wp\/v2\/pages\/10780\/revisions\/12572"}],"up":[{"embeddable":true,"href":"https:\/\/help.metashare.com\/en\/wp-json\/wp\/v2\/pages\/10768"}],"wp:attachment":[{"href":"https:\/\/help.metashare.com\/en\/wp-json\/wp\/v2\/media?parent=10780"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}