# Configuration reference

Provisioning behavior is controlled by a JSON configuration file that maps to a hierarchy of configuration classes. The root object is SharepointCfg, which is the entry point for all provisioning configuration.

# Configuration hierarchy overview

The configuration system is organized in a tree structure where each configuration class (*Cfg) can contain or reference other configuration classes. Use the sections below to navigate the hierarchy and find the documentation for each configuration type.

# Complete property tree

SharepointCfg (root)
├── SiteCollectionCfg (list)  — site collection templates
│   ├── SiteCfg               — site structure (columns, content types, doc libs)
│   │   ├── DocLibCfg (list)          — document library templates
│   │   ├── ViewCfg (list)            — library views (columns, grouping, filtering)
│   │   ├── ColumnCfg (list)          — site columns
│   │   ├── ContentTypeCfg (list)     — content type definitions
│   │   ├── PageCfg (list)            — site pages
│   │   └── ListCfg (list)            — custom lists
│   ├── PermissionSetCfg      — role definitions and member assignments
│   │   └── PermissionRole (list)     — individual roles with permissions
│   └── PageCfg (list)                — site pages
│
├── Office365GroupCfg (list)  — Microsoft 365 group/team templates
│   ├── SiteCfg               — associated site structure
│   ├── TeamChannelCfg (list)         — team channels
│   │   ├── TeamTabCfg (list)         — channel tabs and pinned apps
│   │   └── TeamChannelModerationCfg  — channel moderation rules
│   └── PlannerCfg            — planner task management
│       └── TaskCfg (list)            — individual planner tasks
│
├── ColumnCfg (list)          — reusable site column definitions
├── ContentTypeCfg (list)     — reusable content type definitions
├── GroupCfg (list)           — SharePoint group definitions
│   └── GroupItem (list)              — individual groups with membership
│
├── FolderCfg (list)          — folder structures (within libraries)
├── DocumentSetCfg (list)     — document set templates
├── PageCfg (list)            — reusable page templates
├── ViewCfg (list)            — reusable view definitions
├── PlannerCfg (list)         — planner configurations
├── AlertCfg (list)           — alert definitions
├── PermissionSetCfg (list)   — reusable permission sets
│
└── SettingsCfg               — global service settings
    ├── SettingsProvisioningCfg — provisioning-specific settings
    ├── SettingsMigrateCfg    — migration settings
    ├── EmailCfg              — email/SMTP configuration
    ├── YammerAuthenticationCfg — Yammer authentication
    └── ArchivingCfg          — archiving rules

# Root and top-level configuration

Configuration Purpose Reference
SharepointCfg Root configuration object holding all other configurations View documentation
SiteCollectionCfg Site collection template defining creation settings and applied site configuration View documentation
Office365GroupCfg Microsoft 365 Group/Team template (modern sites and team collaboration) View documentation

# Site structure

Configuration Purpose Parent Reference
SiteCfg Root site structure within a collection; defines columns, content types, libraries, pages, and permissions SiteCollectionCfg View documentation
PageCfg Site page (modern or classic) with web parts and content SiteCfg, Office365GroupCfg View documentation

# Document libraries and content

Configuration Purpose Parent Reference
DocLibCfg Document library template with versioning, views, folders, alerts, and permissions SiteCfg View documentation
ViewCfg Library or list view with columns, grouping, sorting, filtering, and default behaviors DocLibCfg View documentation
ColumnCfg Site column (field) with type, validation, and display settings SiteCfg, DocLibCfg, ContentTypeCfg View documentation
ContentTypeCfg Content type grouping related columns with shared properties SiteCfg, DocLibCfg View documentation
ListCfg Custom list (non-document library) with columns and items SiteCfg View documentation

# Organization and structure

Configuration Purpose Parent Reference
FolderCfg Folder structure within a document library DocLibCfg, SiteCfg View documentation
DocumentSetCfg Document set template grouping related documents DocLibCfg View documentation

# Access and security

Configuration Purpose Used by Reference
PermissionSetCfg Role definitions and member assignments SiteCfg, DocLibCfg, FolderCfg View documentation
GroupCfg SharePoint group definitions SiteCollectionCfg View documentation

# Teams and collaboration

Configuration Purpose Parent Reference
TeamChannelCfg Microsoft Teams channel within a group/team Office365GroupCfg View documentation
AlertCfg Library or list alert (email notifications on changes) DocLibCfg View documentation

# Planning and tasks

Configuration Purpose Parent Reference
PlannerCfg Planner board with buckets and tasks Office365GroupCfg View documentation
TaskCfg Individual task within a Planner board PlannerCfg View documentation

# Settings and global configuration

Configuration Purpose Reference
SettingsCfg Global service settings including provisioning, migration, email, and archiving View documentation
Dynamic Name {PropertyName} placeholders, date tokens, and DynamicFieldValueMapping value remapping View documentation

# Dynamic variables

Many string configuration fields accept {PropertyName} placeholders that are replaced at provisioning time with values from the current provisioning context (Excel row, integration record, etc.).

Common variables:

Variable Description Example
{ClientCode} Client identifier from Excel row FormatUrl: "/teams/{ClientCode}"/teams/ACME
{MatterCode} Matter identifier from Excel row FormatUrl: "/teams/{MatterCode}"/teams/00123
{MatterName} Matter display name from Excel row TitleFormatCustom: "{MatterName} ({MatterCode})"
{Responsible} Responsible person login from Excel row Used in member lists, group assignments

Built-in date tokens ({YYYY}, {MM}, {MMMM-1}, etc.) are also available. Value remapping rules (DynamicFieldValueMapping) can translate source codes to human-readable values and support integration-specific prefixes.

See Dynamic Name for the full reference.


# File handler integration

Configuration objects are referenced by name from file handlers (Excel-based provisioning). For example:

  • The SiteCollection file handler uses SiteCollectionSet column to reference a SiteCollectionCfg by name
  • The DocLib Set file handler uses a column to reference a DocLibCfg by name
  • The Permission Set file handler uses a column to reference a PermissionSetCfg by name

See File handlers for how configurations are applied during provisioning.


# Configuration file location

The configuration file is always stored as Config/<name>.json in the service directory, where <name> is the configuration name configured in the Configurator.

  • File handlers — how file handlers reference and apply configuration
  • Plugins — plugins extend configuration with custom sections
  • Jobs — background jobs that operate on provisioned data
Last Updated: 4/20/2026, 12:54:05 PM