O365 SharePoint Document Library integration
The O365 SharePoint integration gives users of your digital workplace a way of viewing, adding, and downloading files located in your organization's SharePoint environment. When configuring the integration, you can restrict it to showing files and folders under a specific location. However, which files and folders a user can view and interact with is controlled by your O365 SharePoint permissions.
Sections in this article:
Considerations and caveats
This integration can only connect to online and hybrid SharePoint solutions; on-premises solutions are not supported.
Setting it up
Finding site and document library names
In SharePoint, navigate to the document library that you are attempting to connect to. Copy the URL of this location; it will typically take the form of:
Example 1: Shared Documents
https://companyname.sharepoint.com/sites/supportzone/Shared%20Documents/Forms/AllItems.aspx API Base URL: https://companyname.sharepoint.com Site Name: /sites/supportzone Document Library Name: Shared Documents (replace the %20 from the URL with a space)
Example 2: Custom Document Library
https://companyname.sharepoint.com/sites/sandworm/Arrakis/Forms/AllItems.aspx API Base URL: https://companyname.sharepoint.com Site Name: /sites/sandworm Document Library Name: Arrakis (replace any %20 from the URL with spaces)
The /Forms/AllItems.aspx portion of the URL indicates that the location is a document library but is not used in the configuration of the integration.
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.
- Azure Tenant ID: Enter the default value of
common. If you are experiencing issues with connecting to SharePoint, enter your Azure tenant ID. Refer to Microsoft's article, How to find your Azure Active Directory tenant ID, for instructions on locating this value.
- Site Name: Enter the path of the site that you want to show. For example,
/sites/collection_name/site_nameif the site is part of a collection. See the Finding site and document library names section above to find the site name. If you leave this field blank, it will default to your SharePoint's home/main site.
- Document Library Name: Enter the path of the document library that you want to show. For example,
HR Documents. See the Finding site and document library names section above to find the document library name. If left blank, this field defaults to Shared Documents.
- Initial Folder Path: Enter the path of the initial folder that you want to show. Users cannot browse or search for files that are not in this folder. For example,
/standard operating procedures. The default value
/corresponds to the root of the connected repository.
- API Base URL: Enter the URL of your Office 365 Sharepoint online instance. This URL is the same one that you would use when accessing the repository in your browser (e.g., https://mystorage.sharepoint.com). If left blank, the integration will automatically select the API Base URL associated with the O365 account a user authenticates with.
- Show the admin consent login link: Select Enable to show the Sign in as Microsoft Admin link on the authentication prompt of the integration; deselect Enable to not show this link. See the Office 365 administrator sign-in section below to better understand when to select this option.
- Enable View in Office Online: Select Enable to show the View in Office 365 option in a file's actions menu; deselect Enable to not show this option.
- Enable Auto Height: Select Enable to make the height of the integration responsive to the amount of content; deselect Enable to give the integration a fixed height (scrollbars will be available to navigate locations with large amounts of files or folders). If enabled, the Height option on the Appearance tab must be set to Auto (default state).
- Show search: Select Enable to give users the ability to search the connected repository; deselect Enable to prevent users from searching the repository.
- Show Last Modified: Select Enable to show the Last Modified column; deselect Enable to hide this column.
- Show File Type: Select Enable to show the File Type column; deselect Enable to hide this column.
- Show File Size: Select Enable to show the Size column; deselect Enable to hide this column.
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 SharePoint credentials.
After signing in, you will only see the files and folders that you have access to. If the integration is configured to show a file or folder to which you do not have access, you will not see it.
To sign out, select Sign out located in the bottom right corner of the integration. You will need to sign back into the widget to view and interact with files and folders in the connected repository.
Select a folder to view its contents. Use the breadcrumbs at the top of the file and folder list to navigate back to a parent folder.
If enabled, use the search box to find a specific file or folder.
You can perform the following actions involving folders:
- Select New Folder to create a folder in the current location. You will be prompted to enter a name for the folder. If you want to change the name of a folder after you create it, you must do so from within SharePoint.
- To the right of a folder, select Delete to delete a folder and all of its contents. You will be prompted to confirm this action.
You can perform the following actions involving files:
- Select Add File to upload files to the current location. You will be prompted to browse your device and select the file(s) that you want to upload.
- Drag and drop files from your device into the integration. The files you dragged will be uploaded to the current location.
- If View in Office Online is enabled, select a file to open it in O365 online.
- To the right of a file, select Actions to view additional options:
- View in Office 365: If enabled, select to open the file in your browser using the associated 0365 application.
- Download: Select to download the file to your device. If you are using Microsoft Edge as your browser, files associated with O365 applications will open in their associated application.
- Delete File: Select to delete the file. You will be prompted to confirm this action.
- Information: Select to view file size, creation date, and modification date. A link to the file in SharePoint is also provided in addition to the other Actions menu options (View in SharePoint, Download, Delete File).