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Office 365 SharePoint Collaboration

Posted on 2014-09-18
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Last Modified: 2014-09-19
Greetings,

Very new to SharePoint and would like some help with collaboration.  Other than AD, I have all Office 365 (email, install Office products from cloud, etc.)  I've created very simple sub sites to the default site.  Since I'm still testing, security is wide open at this point.  I've uploaded a 2010 Excel file that I'd like 3 users to collaborate on.  It's a schedule that all three need to keep open, and update during the day.  I've search the web and it looks like an easy process.  Create document library, make sure check in\out is disabled, and add file.  But when User1 opens the file and User2 opens, User2 gets read only.  I've searched the web and can't seem to find any straight forward information.  Below are a few details.

Office 365 Rev15, Office 2010 installed on users computers via Office 365 site, all plans are E4, URL to the document library is:  https://companyABC.sharepoint.com/departments/FS/_layouts/15/start.aspx#/

Again, I'm very new to this, so if I'm missing any important information, please let me know.  But any answers, or suggestions to where I could get answers would be greatly appreciated.

Sincerely,

Bob
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Question by:bobgraf
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Expert Comment

by:Vasil Michev (MVP)
ID: 40330806
You mean document co-authoring? Sadly Excel files can only be edited simultaneously when using the Office Web App version of Excel. For other documents, everything is much better. You can read more about it here:

http://office.microsoft.com/en-us/sharepoint-foundation-help/document-collaboration-and-co-authoring-HA102772333.aspx
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Author Comment

by:bobgraf
ID: 40330987
Thank you for the reply.  Yes, my mistake, I do mean co-authoring.  At this point, I think the Office Web App would work fine for what we need to do.  While searching prior to posting, I did read the article you mention.  What I can't figure out is how to setup the Web App version of Excel on the other users computers.  I thought I'd find it when logging into the users computer, then going to the 365 portal under tools (similar to how I install the client apps), but I can't seem to find anything.  Any  further input appreciated.
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Vasil Michev (MVP) earned 500 total points
ID: 40331093
There is no setup for the Office Online apps (as they call them now). All you need to do is grant the corresponding license to the user (again named Office Online) and he will be able to open documents with them.

You might also want to control how the apps actually open. There is the "Open Documents in Client Applications by Default" option under Site Settings -> Site Collection Features that controls this.
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Author Closing Comment

by:bobgraf
ID: 40333324
Thank you for your help.  After making sure each user had a license, and changing the "open document in client application by default", I had one additional step.  Unbeknownst to me, the Excel file was created in an earlier version, once I did a save as to 2010 (after following your previous steps.) it worked like a charm.  I now have issues with hyperlinks, but that another story.

Thanks again!
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