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:
  • Microsoft is retiring Azure ACS. For more information on upcoming third-party feature deprecation, see Upcoming feature deprecations.
  • We recommend using OAuth option to authenticate the connection between the SharePoint package and SharePoint domain. Follow steps in sharepoint-configuration.html#dne1683803007939__section_sharepoint_oauth section to create an OAuth for SharePoint.
  • The examples and graphics provided on this page are for representation purposes only and might 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.

See Configuring SharePoint app in Microsoft Azure portal to create and configure the SharePoint in Microsoft Azure portal.

Configure new app

Perfrom the following steps to register a new app in SharePoint:

  1. 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 on 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 permissions. Perform the following steps to configure the app permissions:

  1. 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 appear. Copy and paste the following XML snippet in thePermission Request XML field:
    <AppPermissionRequests AllowAppOnlyPolicy="true"> <AppPermissionRequest Scope="http://sharepoint/content/sitecollection" Right="FullControl" /> </AppPermissionRequests>
  3. Click Create to save your changes.
    Configure app permissions
  4. Click Trust It in the next screen 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. Perform the following steps to configure individual sites:

  1. 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.