MatterCenter Plugin

Integrates with MatterCenter document and matter management for SharePoint, providing configuration storage and UI integration.

DLL: Epona.MatterCenter.dll

Configuration class: MatterCenterCfg (implements ICfg)

What It Does

The MatterCenter plugin:

• Stores MatterCenter-specific configuration in the provisioning database
• Integrates with MatterCenter catalogs and UI endpoints
• Manages Document ID prefix formatting for MatterCenter documents
• Coordinates between provisioning operations and MatterCenter site structures

Prerequisites

• MatterCenter installation — Active MatterCenter instance (cloud or on-premises)
• Catalog site — Dedicated SharePoint site for the MatterCenter catalog (optional, for advanced configurations)
• UI site — MatterCenter web UI (optional, for direct UI integration)

Configuration

MatterCenterCfg is an optional configuration that can be added to any SharepointCfg root configuration.

Name

Type: string | Default: "MatterCenter" | Required: No

Configuration name. Typically left as default.

DocIDPrefix

Type: string | Default: "EP" | Required: No

Prefix for Document IDs assigned to documents in MatterCenter-managed sites. Used in SharePoint Document ID feature. Example: "MC" produces IDs like MC-001-001.

CatalogSiteURL

Type: string | Required: No

Optional: URL of the MatterCenter catalog site. Example: "https://company.sharepoint.com/sites/mattercentercatalog". Leave empty if catalog is not used.

UISiteURL

Type: string | Required: No

Optional: URL of the MatterCenter web UI for administrative access. Example: "https://mattercenter.company.com".

Example Configuration

{
  "MatterCenter": {
    "Name": "MatterCenter",
    "DocIDPrefix": "EP",
    "CatalogSiteURL": "https://company.sharepoint.com/sites/mattercentercatalog",
    "UISiteURL": "https://mattercenter.company.com"
  }
}

Document ID Configuration

MatterCenter uses the Document ID feature in SharePoint. When this plugin is configured:

1. Prefix assignment: Documents inherit the DocIDPrefix for unique identification
2. ID format: Standard SharePoint Document ID format is {Prefix}-{Sequence}-{Sequence}. Example: EP-001-001
3. Activation: Document ID feature is automatically activated on document libraries

Configure the Document ID feature in site collection settings:

{
  "SiteCollectionSet": {
    "DocIDProviderUseDefaultPrefix": false,
    "DocIDProviderPrefixFormat": "{MatterCode}"
  }
}

Catalog Site

If CatalogSiteURL is configured:

• The catalog site stores MatterCenter metadata and templates
• Must be a valid, accessible SharePoint site
• Should be a dedicated catalog site (not used for other purposes)
• Requires appropriate permissions for the provisioning service account

Typical catalog site structure:

Catalog Site
├── MatterCenter Lists
│   ├── Matters
│   ├── Matter Types
│   └── Matter Templates
└── Shared Documents

UI Site

If UISiteURL is configured:

• Enables direct links to MatterCenter administrative interfaces
• Users can navigate to configured URL for MatterCenter settings
• Useful for delegated administration of matters and users
• Does not affect provisioning behavior; purely informational

Integration Points

With Site Provisioning

When provisioning sites for MatterCenter:

1. Configure MatterCenterCfg at the root SharepointCfg level
2. Document ID feature is enabled on document libraries
3. Matter sites inherit Document ID prefix for consistency

With Matter Creation

MatterCenter automatically:

• Associates created matter sites with MatterCenter catalog
• Stores matter metadata in MatterCenter lists
• Applies matter-specific permissions and templates
• Applies Document ID prefix to all matter documents

Troubleshooting

Issue	Cause	Resolution
Document IDs not assigned	Document ID feature not activated	Enable Document ID feature in site collection settings
Catalog site not found	Invalid or inaccessible URL	Verify CatalogSiteURL is correct and provisioning account has access
Prefix not applied	DocIDProviderPrefixFormat missing	Add prefix configuration to site collection config
UI links broken	Invalid UI URL	Verify UISiteURL is accessible and active

Notes

• Optional configuration: If not configured, MatterCenter integration still works; configuration is for enhanced features only
• Single instance: Only one MatterCenterCfg per SharepointCfg root
• Catalog requirements: Catalog site should be dedicated and not modified directly; let MatterCenter and provisioning manage it
• Prefix best practices: Use short prefixes (2-3 characters) to leave room for sequences. Example: EP, MC, MAT

Related

• Configuration reference — provisioning configuration reference
• Plugins index — list of available plugins