Publish to SharePoint Online

Learn how to configure and publish to SharePoint Online.

Before you publish to SharePoint, make sure you have a Document Library in SharePoint where you have read and write rights. Connecting to the SharePoint server is the only mandatory step. See "Connecting to SharePoint Server."

Configure a publish profile for SharePoint Online

You must create and configure a publish profile before publishing your output to SharePoint online. To create and configure a profile:

  1. Choose Edit > Publish Profiles.

    The Publish Settings dialog box opens. 

  2. Click  to create a new profile.

  3. In the Server Type field, select the type of server as SharePoint Online, which is already selected, by default.

  4. For the SharePoint Online server type, do the following:

    • Name Shows the default profile name. Modify the name if required.
    • Connection Profile Displays the connection profiles created using the Connection Profiles dialog box (accessed by choosing Collaborate > Connection Profiles). Choose a connection profile from the drop-down list. If no connection profile is listed, create one using the Connection Profiles dialog box.
    • Remote Path Specify the server path at which you want to publish content. The default value / publishes to the default directory on the server.
  5. Click Save.

    RoboHelp saves the profile and displays the profile name under the Profiles column. To edit a profile, click the profile name and edit its fields. To delete a profile, click  against it.

Publish to SharePoint Online

You can configure a Frameless or a Responsive HTML5 output preset to link to the SharePoint profile, and then publish your content to the SharePoint instance. 

  1. Click the Output tab in the standard toolbar. Output Presets is the default selection in the Output toolbar. 

  2. In the Output Presets panel, double-click an output preset to edit it. 

  3. In the Output Preset editor, click the General tab to configure the settings.

    Click the Generate SharePoint output button and Save the settings.

  4. Click the Publish tab to view the publish profiles created across projects.

    You can also edit server information in the Publish Profiles dialog box, which you can launch by clicking 

  5. Select the profiles (servers) to which you want to publish content.

  6. Select Republish All to republish the entire content. If this field is not selected, RoboHelp publishes only the updated content since the previous publish, and not the complete content.

  7. Click the Generate Preset icon  in the Output Presets panel. 

    You can then view a progress bar next to the selected output preset in the Output Presets panel. Once the output generation is complete, a Success dialog box is visible at the lower-right corner of the screen. 

    After the output generation is complete, click  in the Output Presets panel to view the output.

  8. To publish to the selected profiles (servers), click the output preset, and then click  in the standard toolbar. Or, right-click the output preset and click Publish.

  9. To view published content, click  in the Results column against the SharePoint Server URL.

    If publishing fails, the Results column does not show the  icon. 

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