General
This article describes how to configure a SharePoint client within the system. The client enables authentication and communication between the application and SharePoint.
Prerequisites
- An Azure AD application must be registered.
- Required credentials must be available:
- Client ID
- Tenant ID
- Client Secret
For Azure AD application setup, refer to Microsoft documentation:
https://learn.microsoft.com/en-us/entra/identity-platform/quickstart-register-app
Client Creation
Follow these steps to create a SharePoint client:
- Navigate to Settings → System → Clients.
- Click New Client.
- Enter a descriptive name.
- Select SharePoint Client as the type.
- Enter the required credentials:
- Client ID
- Tenant ID
- Client Secret
- Save the configuration.
Authentication Methods
Client Credentials
This is the default authentication method.
- Requires:
- Tenant ID
- Client ID
- Client Secret
- Provides full read/write access to SharePoint.
- Requires Microsoft Graph Application permissions.
Delegated Access
This method uses user-based authentication.
Additional Requirements
- A delegated SharePoint site must be configured.
- Delegated API permissions must be granted.
Configuration Steps
- Locate the Callback URL in the client configuration.
- Add it in Azure AD:
- Navigate to Manage → Authentication → Add Redirect URI
- Select Web
- Enter the callback URL
- Enable Use delegated access in the client.
- Save the client.
- Click Authorize Client.
- Complete Microsoft sign-in.
After successful authentication, delegated tokens are stored.