The SharePoint package connects to a particular SharePoint domain using app-based permissions. You must configure your SharePoint domain and add relevant app permissions.

Note: The examples and graphics provided on this page are for representation purposes only and may not accurately reflect your specific instance. We do not assume responsibility for their maintenance or accuracy.

To register and configure a new app in SharePoint, you must complete the following steps before using the SharePoint package. You can use the client ID and client secret of the newly registered app to log in to SharePoint through the Automation 360 SharePoint package.

Configure new app

  1. To register a new app, go to: https://{your_sharepoint_domain}/_layouts/15/appregnew.aspx. Replace {your_sharepoint_domain} with your specific SharePoint domain (for example: automationanywhere.sharepoint.com).
  2. Click Generate to generate a new client ID and client secret.
  3. You can view the app details in the confirmation page. Copy and save the details to use in the package.
Note: You must have the SharePoint Administrator role to access the registration link.

Configure Sharepoint domain

Configure app permissions

Once you have registered the app, you must configure the app-based permission.

  1. To configure app permission, go to: https://{your_sharepoint_domain}/_layouts/15/appinv.aspx. Replace {your_sharepoint_domain} with your specific SharePoint domain (for example: automationanywhere.sharepoint.com).
  2. Enter the client ID for the newly created app and click Lookup. Your app details will be displayed. Copy the following XML snippet and paste it in the Permission Request XML box:
    <AppPermissionRequests AllowAppOnlyPolicy="true"> <AppPermissionRequest Scope="http://sharepoint/content/sitecollection" Right="FullControl" /> </AppPermissionRequests>
  3. Click Create to save your changes.
    Configure app permissions
  4. In the next screen, click Trust It to grant the required permissions.

Configure individual SharePoint sites

You must configure individual SharePoint sites. If you have multiple SharePoint sites in your organization, repeat this process for each individual site you want to connect to.

  1. To configure individual sites, go to: https://{your_sharepoint_domain}/sites/{sitename}/_layouts/15/appinv.aspx. Replace {your_sharepoint_domain} with your specific SharePoint domain (for example: automationanywhere.sharepoint.com) and {sitename} with the site name you have created.
  2. Follow the instructions provided in Configure app permissions, to add the app based permissions to your SharePoint site.
Important: You need the Full Control permission to access the configuration link. It is recommended that you contact the owner of the SharePoint site, your SharePoint admin, or Microsoft 365 admin to get the Full Control permission. If you have Edit, Contribute, or Design permissions to the SharePoint site, you cannot access the configuration link.

Configure OAuth connection in SharePoint

You must configure an OAuth connection in SharePoint before creating the OAuth connection in Control Room.

  1. Complete step 1 to step 5 in Create OAuth connection.
  2. Log into Azure portal and navigate to App Registration.
  3. Click New registration and enter the following details:
    1. Enter a name for the app.
    2. Select Single Tenant.
    3. In the Redirect URI field, select Web from the drop-down and enter the callback URL from Create OAuth connection.
      Note: For the OAuth connection to be successful you must enter the callback URL.
    4. Click Register.
  4. Go to App Overview.
  5. Copy the client ID from the Application (client) ID.
  6. Click Add a certificate or secret in the Client credentials field.
  7. Click New client secret.
  8. Copy the client secret from the Value field.
  9. Go to Create OAuth connection and complete the remaining steps to create an Oauth connection with the above details.