Windows Azure: SharePoint documents

NB: This article assumes that you are signed up for Windows Azure. If you aren’t, sign up at https://signup.azure.com, you might need to enter a credit card number, but we don't need you to do anything which costs money, so you won't be charged.

There are two ways to provide us with access to your SharePoint site:

• Step 1: Create an Azure app
  1. Setup a new Azure app (Option 1)
     or
  2. Add new permissions to an existing app (Option 2)
• Step 2: Connect your SharePoint folder(s) to Vibe

Step 1 - (Option 1) Set up a new Azure app

1. Go to https://portal.azure.com and click the Azure Active Directory icon
2. Click App registrations > New registration
   
   
   
   1. Enter a name e.g. “SharePoint spreadsheet reader”, select "Single tenant" option, enter "https://www.contegro.com/AzureApiAuth.ashx" as Web redirect URL, and click Register button:
      
      
      NOTE: if you are going to use an account in another organization to authorize your app, please select Multitenant option.
      
      
   2. Take a note of the “Application ID” and Tenant ID values
      
3. Click the “API permission”, click "Add a permission" then click "Microsoft Graph" button:
   
   
   1. In the “Request API permissions” section, click the “Delegated permissions” button, search for “Files.Read.All”, tick the "Read all files that user can access" permission, and click "Add permission" button. The app needs this permission to read the content of documents in your Sharepoint sites.
      
   2. Search for “Sites.Read.All”, tick the "Read items in all site collections" permission, and click "Add permission" button. The app needs this permission to search for documents in your Sharepoint sites.
   3. Your list of configured permissions should look like this:
      
4. Click “Certificates & secrets”, click "New client secret", enter the Description for the new app key, set expires duration to "Never", then click Add button:
   
   
   Take a note of the new Key value in the Value column:
   

When the steps above are complete, please go to step 2.

Step 1 (Option 2) – Update an existing Azure app

If you have already set up an app for reading calendar events, we can just add new permissions to it, and then use that app for reading data from spreadsheets

1. Go to https://portal.azure.com and click the Azure Active Directory icon
2. Click "App registrations", and then click your existing app
3. Click the “Authentication” button, enter "https://www.contegro.com/AzureApiAuth.ashx" as Web redirect URL, then update account type if necessary:
   
   NOTE: if you are going to use an account in another organization to authorize your app, please select Multitenant option.
   
4. Follow the step 3 in "Step 1 - (Option 1)" section above to add "Read all files that user can access" and "Read items in all site collections" permissions for your app.

When the steps above are complete, please go to step 2.

Step 2 - Connect your SharePoint folder(s) to Vibe

1. Login to the admin console
   
   TIP: If you have not received a login, please send a request to project@vibe.fyi
2. Select 'Global Module Settings' in the Contegro Start menu
   
3. Open the Azure API global settings, enter your Application ID, Key (client secret) and Tenant ID and click [OK]
   
4. To authenticate your Office 365 account, select Azure API > Settings in the Contegro Start menu
   
5. In the Authentications tab:
   NB: 1) If you are currently logged into Office 365 (in the same browser session), please logout if you intend to use another account to authenticate the connection between SharePoint and Vibe). 2) Please check that pop ups are not blocked in the browser you are using to access the admin console.
   
   1. Select the [Authenticate new user...] option
      
   2. Enter a name for the account you'll use to authenticate the connection between SharePoint and Vibe and click [OK]
      
      NOTE: A pop up will open and may prompt you to login with your MS Office 365 account. If the pop up does not open, please check that you do not have any active pop up blockers or allow the pop up to open using the browser settings.
   3. Switch back to the first browser tab (Vibe admin console) and check that the confirmation message is showing, then click [OK]
      
      TIP: You may need to use the refresh button to check that your account is now showing
      

6. In Settings, switch to the SharePoint Folders tab, click +New Folder and enter your SharePoint folder URL, then click [SAVE].
   NB: Please remove all other parameters except 'id' before pasting into the URL field, e.g.

   https://<domainname>.sharepoint.com/<subsite>/<foldername>/Forms/AllItems.aspx?id=

   
   TIP: You can use a single folder to store all data files or create multiple parent folders.  Please do not create sub folders within a parent.
   
   Example of an incorrect URL format in which newTargetListUrl and viewpath paramters should be removed...

   https://<domainname>.sharepoint.com/<subsite>/<foldername>/Forms/AllItems.aspx?newTargetListUrl=%example;viewpath=%example;
   id=%example