Azure API - SharePoint

Azure API - SharePoint

This article assumes that you are signed up for Windows Azure. If not, please sign up at https://signup.azure.com
NB: You may 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.

Step 1: Add/Update your Azure app

Option 1 -  Add an 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:

      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.

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:

    If you use an account in another organization to authorize your app, please select the 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 SharePoint to Vibe

Enter your Azure app credentials

You will need an active Vibe admin account to access your admin console. If you have not received a login, please contact your Vibe administrator or email support@vibe.fyi
  1. Open Developer Tools > Modules Global Module Settings in the admin console
  2. In the global module settings, select Azure API
  3. Enter your Azure App credentials:
    1. App ID - Enter your Azure Application (client) ID
    2. Key - Enter your Azure app client secret value
    3. Tenant ID - Enter your Azure Directory (tenant) ID
  4. Click [OK]

Authenticate your Microsoft account

1) If you are currently logged into Microsoft (in the same browser session) and you intend to use another account to authenticate the connection between SharePoint and Vibe.fyi, logout of Microsoft before you complete the steps below.
2) Check that pop ups are not blocked in the browser you are using to access the admin console.
  1. Open Add-On Modules Azure API > Settings in the admin console
  2. In the Authentications tab, click [+ AUTHENTICATE NEW USER FOR SHAREPOINT DATA]
  3. Enter your name and click [OK] (or the name of the Microsoft account you will use to login/authenticate the connection between SharePoint and Vibe.fyi)
  4. When the authentication is successful, click [OK] to close the confirmation window

Step 3: 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
  4. 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 4: 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

    • Related Articles

    • Windows Azure: Yammer API

      This article assumes that you are signed up for Windows Azure. If not, please sign up at https://signup.azure.com. NB: Microsoft may 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. ...
    • Windows Azure: Outlook 365 calendar

      This document assumes that you are already signed up for Windows Azure. To sign up, go to https://account.windowsazure.com/SignUp . You may be asked to enter a credit card number, but we don't need you to do anything which costs money, so you won't ...
    • Azure AD Single Sign-On (SSO)

      Streamline access for all of your Vibe.fyi users. Setup Azure SSO today and use your Microsoft credentials to login on any device, on any supported browser, without risking security. SSO Webinar 1:50 - SSO Benefits 3:05 - SSO Activation Steps 6:10 - ...
    • SharePoint - Embed Playlist

      Embedding your company communications into an iframe within SharePoint can: Enhance Engagement: Employees are more likely to engage with content that is easily accessible. Embedding communications within SharePoint makes it convenient for employees ...
    • MicroStrategy API

      Connect MicroStrategy to Vibe To connect your raw MicroStrategy report JSON to Vibe, please follow the steps below: Create an active account for 'Vibe' and allow access to your PROD & DEV pages Supply the following information to support@vibe.fyi. ...