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Document Library via SharePoint

This page describe step by step on how to setup your Sharepoint environment to enable the Document Library module in Spencer

Tom Segers avatar
Written by Tom Segers
Updated this week

Setup

#1 - First, choose which Sharepoint Site’s content you’d like Spencer to synchronize. For this tutorial, We’ve created 1105nv.sharepoint.com/sites/spencer .

  1. Sharepoint site = “Spencer”

  2. Sharepoint tenant = “1105nv”

  3. Sharepoint tenant URL = “1105nv.sharepoint.com” Share your Sharepoint tenant, Sharepoint tenant URL and Sharepoint site with Spencer

#2- Next, setup an App-only Add-in by navigating to

#3 - Generate a Client Id and Client Secret and share this with Spencer.

Important - once generated you can't view it again. copy-paste it to a text editor.

#4 - Fill out

  1. Title : Feel free to add here any title as this is for setup reasons only

  2. App domain : add www.localhost.com

  3. Redirect URI : add https://localhost.com Click Create. Share the Redirect URI with Spencer in case this is different than localhost.com

#5 - Now that the identifier is created, we need to grant the necessary permission for it to perform any action. In this example, I’ll demonstrate how to grant full control access to a Site Collection. Navigate to https://{yourtenanthere}.sharepoint.com/sites/{yoursitenamehere}/_layouts/15/AppInv.aspx

  1. Fill in App Id with the Client Id you just created above, and click Lookup

  2. Fill in the following Permission Request XML and click Create

<AppPermissionRequests AllowAppOnlyPolicy="true"><AppPermissionRequest Scope="http://sharepoint/content/sitecollection" Right="Read"/><AppPermissionRequest Scope="http://sharepoint/content/sitecollection/web/list" Right="Manage"/></AppPermissionRequests>

Verify if you copy/paste the XML, it is valid.

#6 - Select the Sharepoint list on your Sharepoint site that you want Spencer to sync documents from. Usually, this list will be called Documents. Click Trust.

#7 - Share the Sharepoint list name with Spencer (usually this is called Documents) -

#8 - Note, after granting the permissions you can't visualize them. You can however update the permissions by executing the two previous steps. Finally, you can check registered Add-ins per site at https://{tenant}.sharepoint.com/sites/{site}/_layouts/15/appprincipals.aspx

#9 - Provide the information below to [email protected]

Configuration Field

Example values

Sharepoint tenant

1105

Sharepoint tenant URL

​Sharepoint site

Spencer

Sharepoint list

Documents

Sharepoint add-in Client id

8a1a3a57-f3fc-4f8b-0f3d-2bd2f81c3a92

Sharepoint add-in Client Secret

WdzbnWbFiFNZNdzjndzzkndWDBD

Client Secret Expiry date

2023/11/07

Sharepoint add-in Redirect URI

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