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Document Library via SharePoint

Introduction

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

Table of content

Requirements

  • Office 365 license 

Setup

#1 - First, choose which Sharepoint Site’s content you’d like Spencer to synchronize. For this tutorial, We’ve created a “Spencer” Sharepoint site, on our “1105nv” Sharepoint tenant, at Sharepoint tenantl URL  “1105nv.sharepoint.com”
Share your Sharepoint tenantSharepoint tenant URL and Sharepoint site with Spencer


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

 https://{tenant}.sharepoint.com/sites/{site}/_layouts/15/appregnew.aspx


#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 any valid title, App domain, and Redirect URI. Note, (https://)localhost.com is allowed too. Click Create. Share the Redirect URI with Spencer


#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://{tenant}.sharepoint.com/sites/{site}/_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.



#7Share 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 
customersuccess@spencer.co

Configuration Field
Value
Sharepoint tenant

Sharepoint tenant  URL

Sharepoint site

Sharepoint list

Sharepoint  add-in Client id

Sharepoint add-in Client Secret

Sharepoint add-in Redirect URI






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