Adding a SharePoint provider

  1. Select Resources > Attachments > EDM Setup.
  2. Click Add above the EDM Providers grid.
  3. Specify this information:
    Display Name
    Specify a display name for this provider.
    Reference ID
    Specify a reference ID for the provider. This is an internal identifier for the provider, so it can be anything you choose.
    Provider Type
    Select SharePoint.
    Default Document Type
    Specify the default document type for the provider. The default document type will be used for all attachments added to this provider, unless the user manually selects a different document type.
    Ensure Unique File Name
    Indicates whether file names within this provider must be unique.
    Load automatically
    Select this check box if you want attachments from the provider to load automatically when an Attachments grid is displayed. Otherwise users must click Inquire to load attachments.
    Is SharePoint Online?
    Indicates whether the SharePoint connection is SharePoint Online or SharePoint Server.
    Url
    Specify the URL of the SharePoint site.
    User Name
    Specify a user name for the SharePoint site.
    Password
    Specify the password for the specified user.
    Authentication Type
    Select the type of authentication that you want to use for the SharePoint site.
    Enable OAuth2
    Select this check box to use OAuth2 authentication for SharePoint Online.

    OAuth2 is not currently required, but is recommended for improved security. Microsoft has deprecated basic authentication for SharePoint Online, so OAuth2 will be required in the future.

    To use OAuth2 you must set up an Azure Active Directory (AAD) tenant that authorizes access to SharePoint.

    See AAD app registration.

    Client ID
    For OAuth 2 authentication, specify the application (client) ID of the AAD tenant.
    Tenant ID
    For OAuth 2 authentication, specify the directory (tenant) ID of the AAD tenant.
    Document Type Associations
    List the document types that are managed by this provider.

    See Associating document types.

  4. Click Save.
  5. Set up access control for the provider and the associated document types.