Credentials

Authentication details which will be used when performing operations against the SharePoint Web API need to be entered into the Content Template Settings record for SharePoint integration features to work

The screenshot below shows the location of this information on the SharePoint tab of the form

  • See Microsoft documentation here to find your Azure Tenant ID
  • See Microsoft documentation here for creating an app registration for a client id and secret.  The app registration used will need the Sites.ManageAll Delegated permission as documented here
  • The username and password will need to be a user with sufficient privileges on the SharePoint site to create and read document libraries and folders, as well as create and read files. It is recommended to use a service account

Security of this information is managed by field level security and secure plugin configurations

Note these authentication credentials will be used for all SharePoint integration operations.