Connector Credential Setup

This section outlines the steps required to create credentials for connectors. Follow the instructions below to generate, configure, and manage credentials for connectors.

Sharepoint Credential Setup

1. Register an Application in Azure Active Directory

1. Go to Azure Portal:

   • Navigate to the Azure Portal (https://portal.azure.com/).

   • Register New Application:

     1. In the Azure Active Directory pane, select App registrations.

     2. Click on New registration to create a new application.

     3. Provide a name for your application (e.g., "SharePointAPIApp").

     4. Set the Supported account types to "Accounts in this organizational directory only" (this is the default option for most cases).

     5. Optionally, you can add a Redirect URI (though this is not necessary for the purpose of this integration).

     6. Click Register.

2. Obtain the Tenant ID

   • After registering your application, you'll be taken to the Overview page of your newly registered app.

   • Here, you'll find the Tenant ID listed under the Directory (tenant) ID section. This is the unique identifier for your Azure AD tenant.

3. Get the Client ID

   On the same Overview page, you’ll also see the Application (client) ID. This is the unique identifier for your application in Azure AD. Copy this value; it will be used as your Client ID.

4. Generate the Client Secret

   • In the left sidebar of the app's page, click on Certificates & secrets under Manage.

   • Under the Client secrets section, click New client secret.

   • Add a description (e.g., "SharePoint API Secret") and set an expiration period for the secret (choose from 1 year, 2 years, or never).

   • Click Add and your Client Secret will be generated.

   • Copy the Client Secret immediately, as it will not be visible again after you leave the page.

5. Grant Permissions to Access SharePoint

   • In the left sidebar of the application page, select API permissions under Manage.

   • Click Add permission.

   • Choose Microsoft Graph (depending on the permissions you require).

   • Select Delegated permissions and Application permissions based on your needs (most likely, Application permissions) as shown below.

   • For accessing SharePoint data, add permissions like:

   

   • Click Add permissions.

   • For some permissions, you will need to click on Grant admin consent for [your organization] to allow these permissions to take effect (this access is only for Global admin).

6. Use the Credentials in Your Application

   Once you have the following credentials:

   • Client ID:From the Azure AD application registration.

   • Client Secret:Generated in the "Certificates & Secrets" section.

   • Tenant ID:From the Azure AD app's Overview page.

   You enter these credentials on your organization’s configuration page and utilize them within your integration setup to authenticate and securely establish a connection with the SharePoint API.