Adding a SharePoint provider

Additional configuration is required for a SharePoint provider depending on the authentication method that you select.

If you are using OAuth2 client credentials, you must complete these steps:

  • Upload a self-signed certificate to the Entra ID app registration.

    See App registration certificate.

  • In the DocumentProviders configuration, you must set the Scope attribute on the Built-in Providers > SharePoint > Authentication > OAuth2 Client Credentials (Certificate) node to your SharePoint root URL.

    See DocumentProviders configuration.

If you are using OAuth2 resource owner password credentials, you must complete these steps:

  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 when selecting files.
    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.
    Url
    Specify the URL of the SharePoint site.
    Is SharePoint Online?
    Indicates whether the SharePoint connection is SharePoint Online or SharePoint Server.
    Credentials
    Select the type of authentication that you want to use for the SharePoint site. You can select on of these options:
    • OAuth2 (Client Credentials)

      This is the preferred method of authentication.

    • OAuth2 (Resource Owner Password Credentials)
    • Basic Credentials
  4. Enter the authentication information for SharePoint.

    If you are using OAuth2 client credentials for authentication, specify this information:

    Directory (tenant) ID
    Specify the directory ID of the Entra ID tenant.
    Application (client) ID
    Specify the application ID of the Entra ID tenant.
    Certificate
    Upload the certification for Entra ID verification. The certificate is a *.pfx file.

    See App registration certificate.

    Certificate Password
    Specify the password for the client certificate.

    If you are using OAuth2 resource owner password credentials for authentication, specify this information:

    Note: To use OAuth2 you must first set up an Entra ID tenant that authorizes access to SharePoint.

    See Entra ID app registration.

    Tenant ID
    Specify the directory (tenant) ID of the Entra ID tenant.
    Client ID
    Specify the application (client) ID of the Entra ID tenant.
    Username
    Specify the user name to authenticate with.
    Password
    Specify the password for the user name.

    If you are using basic credentials for authentication, specify this information:

    Username
    Specify a user name for the SharePoint site.
    Password
    Specify the password for the SharePoint user name.
    Authentication Type
    Select the authentication protocol, such as Kerberos or Windows (NTLM).
  5. Add the document types that are managed by this provider.
    See Associating document types.
    Note: Document types in Operations and Regulations correspond to content types in a SharePoint provider.

    See Required properties for SharePoint content types.

  6. Click Save.
  7. Set up access control for the provider and the associated document types.