SharePoint

SharePoint

This guide assumes that you've registered for Windows Azure. If you haven't done so already, please complete the sign-up process at https://signup.azure.com.
Please note that you might be asked to provide your credit card details, but rest assured, you won't incur any charges as we won't require you to make any payments.

Step 1: Connect SharePoint to Vibe

Create a Service account

We recommend creating a Service account with permissions that allow access to specific SharePoint pages or files that you wish to display on Vibe; allowing better control over which data is accessed and shared on Vibe. This step must be completed in Microsoft Entra ID (formerly known as Azure Active Directory) by an administrator. . 
The service account should definitely have 'Read access' to the SharePoint content.

Complete the authentication process

Check that pop ups are not blocked in the browser you are using to access the admin console.

Authenticate your Service account

  1. Open an incognito browser session
  2. Login to your Vibe admin console
  3. Open Add-On Modules > Azure API > Settings
  4. In the Authentications tab, click [+ AUTHENTICATE NEW USER FOR SHAREPOINT DATA]
  5. In the pop up, enter the name for your Service account
  6. Click [OK]
  7. When this prompt shows, click the [Request approval] button

Request Approval (Azure Portal)

  1. In a separate browser session, log in to https://portal.azure.com using your Azure Administrator login credentials.
  2. Check the notification bar and follow the prompts to approval the authentication request.

Reauthenticate new Service account

  1. Return to your Vibe admin console (in the incognito browser session) and click the [Authenticate] button next to your Service account name.

Step 2: Connect your SharePoint data to Vibe

Calendar 

Once connected, Vibe can automatically share your SharePoint site page calendar events on-screen in near real-time. Use groups to create an event calendar feed from one or more SharePoint sites.
  1. In the admin console, open Add-On Modules > Azure API > Settings
  2. In the SHAREPOINT CONTENT tab
    1. Click [+ NEW SHAREPOINT SITE GROUP],
    2. Enter a unique group name
    3. Click [SAVE]
  3. Under the Group Name heading on the left, select your new group to add a new SharePoint calendar
    1. Click [+ ADD SHAREPOINT SITE]
    2. In the Add SharePoint Site Content pop up:
      1. Enter the SharePoint Site URL (where your events are manage)
      2. Select the Calendar Events content type
      3. Select the calendar containing the events you want to display
      4. Leave the default number of items setting or adjust the numeric value to set the max. number of events that are passed from SharePoint to Vibe
      5. Click [OK] to save your changes
    3. Click [Save]
TIP: To add more SharePoint site calendars to your feed, repeat steps 3 & 4 above.

Folders

Once connected, Vibe  can extract data directly from Excel sheets and display images that are referenced in your XLSX files and saved in SharePoint folders. This seamless integration is great for updating and sharing data insights and productivity metrics.
  1. Open Add-On Modules > Azure API > Settings in the admin console
  2. In the SHAREPOINT FOLDERS tab, click [+ NEW FOLDER]
  3. In the URL field, enter your SharePoint folder URL*
  4. Click [SAVE]
Notes:
  1. The SharePoint folder URL must point to the location where your XSLX files are stored. If you are using multiple folders to manage your spreadsheets, repeat steps 2-4 above.
    If you create sub folders to group images only, you do not need to add the image folder URL, For example, if you are using the folder structure below, you would add the Parent & Sub folder 3 URLs:
    1. Parent Folder (containing XLSX files)
      1. Sub folder 1 (containing images only)
      2. Sub folder 2 (containing images only)
      3. Sub folder 3 (containing XLSX and images files)
*The correct way to access your SharePoint folder URLs is:
1) Open the folder in SharePoint
2) Copy the URL in the browser address bar
3) Remove all other parameters except 'id' before pasting into the URL field
e.g. https://<domainname>.sharepoint.com/sites/<sitename>/shared%20documents/Forms/AllItems.aspx?id=<folderid>


Site Content

Once connected, Vibe can automatically share your SharePoint site page content on-screen in near real-time, without added work. Use groups to create a page content feed from one or more SharePoint sites.
  1. Open Add-On Modules > Azure API > Settings in the admin console
  2. In the SHAREPOINT CONTENT tab
    1. Click [+ NEW SHAREPOINT SITE GROUP]
    2. Enter a unique group name
    3. Click [SAVE]
  3. Select your new group in the list on the left hand side to edit the group settings
  4. Click [+ ADD SHAREPOINT SITE] and use the settings in the ADD SHAREPOINT SITE CONTENT pop up window to define your SharePoint site page content
    1. Site URL
    2. Content Type
    3. Pagetype Filter
    4. Number of items
  5. Click [OK] to save your changes
  6. To add more SharePoint sites to your feed, repeat steps 4 & 5
  7. Click [SAVE]
Once the steps above are complete, there may be a 10-15 minute delay before you can connect your SharePoint data to a Vibe slide in step 4 below.

Step 3: Create your Vibe slides

  1. Create or edit an existing slide in your portal
  2. In the Attributes tab, choose from the one of the following content source options:
    1. SharePoint Site Content (show Content or Events)
      1. Set the Content Source to SharePoint Page Content and wait for the slide editor refresh
      2. In the SharePoint Site dropdown, select a SharePoint Site Group that is linked to the calendar/events or site content you want to display in this slide

    2. SharePoint (Excel data templates)
      1. Set the Content Source to SharePoint (XLSX) and wait for the slide editor refresh
      2. In the SharePoint Spreadsheet dropdown, select the Excel data template that contains the data or content you want to share onscreen