SharePoint Client Configuration

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:

1. Navigate to Settings → System → Clients.
2. Click New Client.
3. Enter a descriptive name.
4. Select SharePoint Client as the type.
5. Enter the required credentials:
   • Client ID
   • Tenant ID
   • Client Secret
6. 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

1. Locate the Callback URL in the client configuration.
2. Add it in Azure AD:
   • Navigate to Manage → Authentication → Add Redirect URI
   • Select Web
   • Enter the callback URL
3. Enable Use delegated access in the client.
4. Save the client.
5. Click Authorize Client.
6. Complete Microsoft sign-in.

After successful authentication, delegated tokens are stored.