Prerequisites for Creating a Connection

You must satisfy the following prerequisites to create a connection with the Microsoft SharePoint Adapter:

Create a Site on Microsoft SharePoint

  1. Sign in to Microsoft SharePoint. See Sign in to SharePoint.

    The SharePoint home page appears.

  2. Click Create Site.
  3. Select Team Site as the Site Type.
  4. Select a Site Template from the options available.
  5. Enter the site details:
    • Site name
    • Site description
    • Group email address
    • Site address
  6. Click Next.
  7. Select privacy settings and a site language.
  8. Click Create Site.
  9. Add site owners and members.
  10. Click Finish.

    Your site is created and visible on Microsoft SharePoint’s home page.

    You can now create your lists and add, update, or delete items in these lists. You can also go to the Document section and upload and delete files.

Register an Application

Register an application in the Microsoft Entra admin center.

  1. Log in to the Microsoft Entra admin center (Azure AD).
  2. Navigate to Identity, then Applications, and then App registrations.
  3. Click New Registrations.
  4. Enter a name for the application and select a supported account type.
  5. (Optional) Under Redirect URI, enter the redirect URI in the following format:
    https://OIC_instance_URL/icsapis/agent/oauth/callback
  6. Click Register.

    Application registration is successful and the client ID and tenant ID are displayed.

Set Application Permissions

Grant API permissions to the application that you created in the Microsoft Entra admin center (Azure AD).

  1. Log in to the Microsoft Entra admin center.
  2. Navigate to Identity, then Applications, and then App registrations.
  3. Select the application that you registered. See Register an Application.
  4. Click API Permissions.
  5. Add the required permissions. See Microsoft Graph permissions reference.

    Refer to the following table for the minimum permissions required to create a Microsoft SharePoint Adapter connection.

    Site No Permission Permission Type Description
    1 Sites.FullControl.All Application, Delegated Have full control of all site collections.
    2 Sites.Manage.All Application, Delegated Create, edit, and delete items and lists in all the site collections.
    3 Sites.ReadWrite.All Application Read and write items in all site collections.
    4 Sites.ReadWrite.All Delegated Edit or delete items in all site collections.
    5 Subscription.Read.All Delegated Read all webhook subscriptions.

Obtain the Tenant ID and Client ID

  1. Register your application. See Register an Application.
  2. Copy the values for the client ID and tenant ID that appear after you successfully register the application.

    Note:

    You'll need to enter these values on the Connections page when you configure security for your Microsoft SharePoint Adapter connection. See Configure Connection Security.

Create the Client Secret

  1. Log in to the Microsoft Entra admin center.
  2. Navigate to Identity, then Applications, and then App registrations.
  3. Select the application that you registered. See Register an Application.
  4. Click Certificates & secrets.
  5. Click Client secrets, and then click New client secret.
  6. Enter a description of the secret and select a duration.
  7. Click Add.

    The client secret is displayed in the Value column.

  8. Copy the client secret from the Value column.

    You'll need to enter the client secret on the Connections page when you configure security for your Microsoft SharePoint Adapter connection. See Configure Connection Security.