Configuring SharePoint app in Microsoft Azure portal

The SharePoint package requires you to register your Automation Anywhere Control Room as an application in the Microsoft Azure portal. This application enables you to authenticate the connection and automate various CRUD operations in SharePoint.

The registered application generates a client ID and client secret for OAuth connection and also allows you to set the required API permissions in the portal.

Prerequisites

Ensure that you have the required permissions to create and register an application in Microsoft Azure portal.

Procedure

  1. Log in to Microsoft Azure portal.
  2. Go to App registrations > New registration.
    The Register an application page appears.
  3. Configure the following settings:
    • Name - Enter an appropriate name for the application.
    • Supported account types - Select the Single tenant option.
    • Redirect URI - Select Web as the platform and enter your callback URL in the URL field.
  4. Click Register to complete the app registration.
  5. Go to Overview to copy and save the client ID from Application (client) ID.
    This Application (client) ID serves as the Client ID for the OAuth connection.
  6. Go to Manage > Certificates and secrets > Client secrets > New client secret to generate a client secret.
    Note: Only Client secret authentication method is supported for Control Room OAuthconnections. Certificates are not supported currently.
  7. Configure the following in the Add a client secret panel:
    • Description - Enter an appropriate description for the client secret.
    • Expires - Set an appropriate expiry
    This client secret serves as the Client Secret for the OAuth connection.
    Note: Ensure that you copy and save the client secret value. The client secret is not visible after this process.
  8. Go to Manage > API permissions > Add a permission.
    • For SharePoint APIs - Select SharePoint > Application permissions and enable Sites.Manage.All, Sites.Read.All, and Sites.ReadWrite.All options.
    • For Microsoft Graph API - Select Microsoft Graph > Application permissions and enable Sites.ReadWrite.All option.
    Repeat the same step to set the Delegation permissions for both APIs.
  9. Click Add permissions to save the configuration.
    The Status column of the permission displays Not granted for <tenant name>. Contact your SharePoint administrator for changing the status. The status changes to Granted after your administrator changes the status.

Next steps

Log in to your Automation Anywhere Control Room and follow the instructions in Create OAuth connection to create an OAuth connection for SharePoint site using the generated Client ID and Client Secret.