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Drop-off in SharePoint Online / Teams

The purpose of this document is to provide the detailed steps to configure SharePoint Online as a drop-off location for your Cloudockit documentation on the SaaS or the Desktop version. Many organizations find value in dropping their documentation on SharePoint. Their employees already have access to SharePoint which makes it easy for them to consume the documentation. Dropping in SharePoint Online means the documentation can be easily accessible via Teams as well.

Identifying the SharePoint Site

The first step is to identify the SharePoint site where you want to drop your documents.

The site we are using for this example is https://umaknow.sharepoint.com/teams/JFCTest.

Cloudockit can currently only drop files at the root of the documents directory.

Click on Documents on the left menu.

Once the site page has loaded, click the gear icon in the upper right corner and select Library Settings.

We want to identify and keep the following information:

Name: Documents

Web Address: https://umaknow.sharepoint.com/teams/JFCTest

Creating a Service Account

In this step, we will create a service account and give it write permissions on the SharePoint site so documents, generated using Cloudockit, can be dropped on the site.

From your SharePoint site, change the end of the URL adding “_layouts/15/AppRegNew.aspx”.

For this example the URL of our site is https://umaknow.sharepoint.com/teams/JFCTest/_layouts/15/AppRegNew.aspx

Fill out the fields to create your service account.

Client ID

You can define your own ID or click Generate for a random value.

Client Secret

You can define your own ID or click Generate for a random value.

Title

App Domain

This attribute needs to have a value but is not used.

Redirect URL This attribute needs to have a value but is not used.

Once all values are entered, click the create button in the lower right corner.

You will get a message confirming the Service Account information.

Keep this information in a safe place. We will use it to configure the SharePoint Online drop-off.

Click OK

Giving the Service Account Privileges

Now that the service account is created, give it privileges to drop documents from Cloudockit.

From your SharePoint site, change the end of the URL adding “_layouts/15/appinv.aspx”

For this example the URL of our site is https://umaknow.sharepoint.com/teams/JFCTest/_layouts/15/Appinv.aspx Paste the App ID created in the previous step in the App Id field and click Lookup.

This will load all of the information of the service account previously created.

Copy this XML and paste it in the Permissions Request XML field.

<AppPermissionRequests AllowAppOnlyPolicy=”true”>

<AppPermissionRequest Scope=”http://sharepoint/content/sitecollection” Right=”FullControl” />

</AppPermissionRequests>

Confirm the information is accurate and click the Create button in the lower right corner.

Click the Trust it button.

Configuration of the Drop-off

Connect to Cloudockit and select the platform of your choice.

Select Drop-Off from the left menu.

Check Office 365 SharePoint Online

Make sure to uncheck other Drop-Off options that you do not need.

Fill in the Fields

SharePoint WebSite URL: https://umaknow.sharepoint.com/teams/JFCTest

The web address of the site

Document Library Title: Documents

The Name of the library

Client ID: 241e5fb6-8573-4872-8e61-5124772412e8

App Id of the service account created.

Client Secret: *******************************

            Secret Id of the service account created.

Check the box “Use Service Account (with Client ID, Client Secret)”

Click Validate

A message will display confirming the connection to SharePoint Online was successful.

From there you are ready to launch your document generation.

Accessing the Files from Teams

Open Teams and access the channel for the SharePoint site.

Click the + icon

Select Document Library from the tab menu.

Click Use a SharePoint link.

Paste the URL of the SharePoint site and click Go and then Next.

Select the documents folder and click Next.

Give the tab a unique name and click Save.

In the top menu, Document Library is now available. Click on the menu and the documents dropped by Cloudockit are now available.

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