Configure a SharePoint integration connection

In the Connection Manager, you can configure a SharePoint integration connection to allow widgets and features to use the integration in the digital workplace. 

Considerations

  • Using integrations: The files and folders - SharePoint widget requires a SharePoint integration connection to be configured before it can be used. 

Who can do this?

  • Workplace administrators

Configure a SharePoint integration connection

You will need the assistance of your IT team's SharePoint and Entra administrator to pull the required information for the integration connection.  

Required information

The following information is required to configure your SharePoint integration connection:

  • SharePoint Site Name
  • Tenant ID
  • Application ID
  • Client Secret

You can find all the required information in the following configuration sections.

Locate the SharePoint site name

The SharePoint Site Name is required information in the Configure the integration connection in the digital workplace below.

  1. As a SharePoint administrator, navigate to the SharePoint site.
  2. Select the Settings gear.
  3. Select Site Information.
  4. Copy and securely store the value in Site Name.

Configure the enterprise application in Entra

An enterprise application is required in Entra to allow Igloo Flex to communicate with SharePoint. Tenant ID, Application ID, and Client Secret are required information in the Configure the integration connection in the digital workplace below.

  1. Go to the Microsoft Entra Admin Center and sign in with your administrative credentials.
  2. Locate your Tenant ID:
    1. In the left sidebar, select Overview. 
    2. Copy and securely store the value in the Tenant ID field. 
  3. Create a new enterprise application and generate the Application ID:
    1. In the left sidebar, expand Applications and select Enterprise Applications. 
    2. Select + New application. 
    3. Select + Create your own application. 
    4. In the right side panel, enter the following:
      • What's the name of your app?: Enter the application name. For example, Flex Org Chart.
      • What are you looking to do with your application?: Select Integrate any other application you don't find in the gallery.
    5. Select Create.
    6. On the Overview page, copy and securely store the value in Application ID.
  4. Generate a new Client Secret: 
    1. In the top search bar, search for and select App registrations. 
    2. Locate your application and select the application name to open it. 
    3. In the 2nd left sidebar, under Manage, select Certificates & secrets. 
    4. Select + New client secret. 
    5. In the right side panel, enter the following: 
      • Description: A description like Flex SharePoint.
      • Expires: Select an expiry period of 24 months or Custom to enter a longer expiry.
    6. Select Add. 
    7. On the Certificates & secrets page, immediately copy and securely store the Value field of the new client secret. 
  5. Configure authentication redirect URIs and supported account types: 
    1. In the 2nd left sidebar, select Authentication. 
    2. Select + Add a platform.
    3. In the right sidebar, select Web.
    4. In the textbox, enter https://<Your_DW_URL>/sharepoint/api/code in the new text box, replacing <Your_DW_URL> with your Igloo Flex digital workplace URL.
    5.  Select Configure. 
    6. Under Supported account types, select Accounts in any organizational directory (Any Microsoft Entra ID tenant - Multitenant).
    7. Select Save. 
  6. Assign a user group that contains all users who should be able to connect to SharePoint:
    1. In the left sidebar, expand Applications, and select Enterprise applications. 
    2. Search for your app by name and select it. 
    3. In the 2nd left sidebar, select Users and groups.
    4. Select Add user/group.
    5. Under Groups, select None Selected. 
    6. Search for a group and select the checkbox next to the group name. 
    7. Choose Select at the bottom of the page.
    8. Choose Assign at the bottom of the page. 

Configure the integration connection in the digital workplace

Once the enterprise application has been configured, it is time to configure the integration connection in Igloo Flex:

  1. On the Top Bar, select Admin Settings.
  2. Under Administration in the left side panel, select Connection Manager.
  3. In the Workplace Connections tab, select + Add Connection. 
  4. Choose a connection type and select + Add Connection.
  5. Configure the following fields: 
    • Unique Connection Name: Enter a unique connection name that is easy to identify when using widgets. 
    • Description of Connection: Enter a unique description of the purpose of the connection.
    • Azure Tenant ID: Enter the value found in Step 2.2 above in the Configure the enterprise application in Entra section. If this value does not work for you, try common.
    • SharePoint Site Name: Enter the value found in Step 1.4 above in the Locate the SharePoint site name section. 
    • Client ID:  Enter the value found in Step 3.6 above in the Configure the enterprise application in Entra section. 
    • Client Secret: Enter the value found in Step 4.7 above in the Configure the enterprise application in Entra section. 
  6. Select Confirm.
  7. In the Workplace Connections tab, toggle Enable Connection to turn the connection on. The connection is now ready to be used by integrations in the digital workplace. 

Use the SharePoint integration connection in the digital workplace

To use the SharePoint integration connection in the digital workplace, see Files and folders - SharePoint widget and Configure a files and folders - SharePoint widget.

Related to