O365 OneNote integration
The O365 OneNote integration gives users the ability to view and browse OneNote notebooks. When configuring the integration, you must specify up to 5 notebooks to show. This integration obeys the access rules of your O365 environment and will not display notebooks to users who do not have access to them in O365.
Sections in this article:
Setting it up
You set up integrations in a way similar to widgets (see, Placing and setting up a widget). However, instead of selecting an integration directly from the widget carousel, select the Integrations widget. When editing the Integrations widget, select the Igloo Integration Libray; then select the integration you want to configure. For information about integration-specific configuration options, refer to the options below.
- Title: Enter a title for the integration. The title appears as a heading above the integration's contents. You should use the title to give users an idea of why the integration's content is important to them or highlight the content's purpose. Titles also serve to better structure the content of a page by clearly denoting different sections. When entering a title, you do so only for your currently selected language. If your digital workplace supports multiple languages, you should select Translation and enter a title for each supported language.
- Title link: Enter the URL of a location in your digital workplace. Users who click the integration's title, if it has one, will go to this location. Whether you enter the link as a relative URL or absolute URL does not matter, it will convert to an absolute URL the next time you edit the integration.
- Description: Enter a description for the integration. The description appears between the title and the integration's contents. You can use this text to provide additional context to the integration or instructions for using the integration. When entering a description, you do so only for your currently selected language. If your digital workplace supports multiple languages, you should selectTranslation and enter a description for each supported language.
- Default Notebook: Select which of the configured notebooks initially displays in the integration.
- Show Admin Login: Select Enable to show the Sign in as Microsoft Admin link on the authentication prompt of the integration; de-select Enable to not show this link. See the Office 365 administrator sign in the section below to better understand when to enable this option.
When setting up the integration, you can configure up the 5 notebooks to display. To configure a notebook, select one of the Notebook tabs to open its configuration options. Each notebook has the following basic options:
- Enable: Select Enable to display this notebook; de-select Enable to not show this notebook.
- Notebook name: Enter the name of the notebook as it appears in O365 OneNote. This notebook must be in your organization's O365 environment (ex. SharePoint or OneDrive); shared notebooks outside this location will not display. The widget will show all notebooks that have this name. However, users will only see notebooks that they have access to.
In a Notebook tab, select Advanced Options for these additional settings:
- Section name(s): Enter a comma-separated list of sections to display. Use section names as they appear in O365 OneNote. Leave this option blank to return all sections in a notebook.
- Page name(s): Enter a comma-separated list of pages to display. Use page names as they appear in O365 OneNote. Leave this option blank to return all pages in a notebook. If entering values here, section name(s) must also be specified in the section name text field.
There are no layout options available for this integration.
Use the Class field to add custom CSS to this integration.
Your digital workplace's CSS theme overrides the other settings here, so these settings will not change the integration's appearance.
O365 administrator sign in
The first time you ever set up the integration in your digital workplace, your Office 365 administrator must sign in to it using the Sign in as Microsoft Admin link on the authentication prompt of the integration. This only needs to be done once per Office 365 environment. Once an O365 administrator grants permissions to the app, the integration can be used anywhere in your digital workplace without additional administrator approvals.
After an O365 administrator grants permissions, edit the integration to disable and hide the Sign in as Microsoft Admin link.
Signing in and access
You must sign in to the integration using your organization's O365 credentials. If you sign in with different credentials, you most likely not be able to any of the configured OneNote notebooks.
After signing in, you will only see the OneNote notebooks that have been configured and that you have access to.
Select Menu followed by Sign Out (located in the bottom right corner of the integration) to sign out.
Select a notebook to view its sections, a section to view its pages, and then a page to view it in the integration. To navigate back the index of notebooks, pages, and sections, select the Back (located in the top left corner of the integration, next to the breadcrumbs).
To view a notebook in O365, select it and then select Open in web (located in the bottom right of the integration).