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Connecting Sharepoint 365

arkimp
8 - Asteroid

I need some help to use "Sharepoint Files Input Tool".

 

I am using Sharepoint 365 and i have the Teams (Sharepoint link) link available.

 

What is the next step to access that link from the Alteryx Designer.  

 

How to get "Client ID", "Client Secret", "Tenant ID".  Please provide some examples. 

 

Or please let me know, is there any other easy option to access Sharepoint file?

 

Thanks

4 REPLIES 4
Luke_C
17 - Castor

Hi @arkimp 

 

You'd need to work with your IT department in most cases. 

arkimp
8 - Asteroid

1. We are using sharepoint 365..  when i use below option, i am getting 403 error. How to resolve this?

 

arkimp_1-1663221673771.png

 

 

2. I also tried with option 1 - "Sign in Via internet browser" and it is asking my Teams credentials and i am able to connect with that. But, when we execute it from Gallery it is giving authentication error. Do we need to create Generic account for Teams ? and what access need to be provided to that account to execute the flow from Gallery?  Please help.   

Felipe_Ribeir0
16 - Nebula

Hi @arkimp. To get  secret Key & Client ID for a sharepoint site, just follow bellow instructions:

 

Note: For the below steps to work, user have to be Site Owner or SCA (Site Collection Admins) for the share point site.

Also, the same secret Key & Client ID can be used for the same collection for the same site. For eg: One share point site owner can get the client ID & secret key from the site and share it with his team who is accessing the same collection.

*******************************************************************

Please follow below steps to generate new client ID and secret key:

  1. Access the share point URL adding "/_layouts/15/appregnew.aspx" at the end of the root URL.

For eg: If your current URL is https://yoursharepointsitedomain/

URL Example: https://share.contoso.net/sites/AlteryxDevelopersTeam/

Then add this to URL like https://yoursharepoinsitedomain/_layouts/15/appregnew.aspx

 

  1. Click on generate and generate new client ID and secret key and fill in all the details

            (Title: App name(anything)

             App Domain: yoursharepointsitedomain

             Redirect URL: https://yoursharepointsitedomain/)

 

  1. Click on create after entering all the details.

 

  1. Client ID and secret key will get generated, keep it safely.

Felipe_Ribeir0_8-1663240611300.png

 

 

 

  1. Now the permissions need to be provided, for that access the URL again adding "/_layouts/15/appinv.aspx" at the end

 

  1. Enter the client ID and click on lookup

 

  1. Enter the below mentioned command  in the App’s Permission Request XML box:

Command :

<AppPermissionRequests AllowAppOnlyPolicy="true">

<AppPermissionRequest Scope="http://sharepoint/content/sitecollection" Right="Write" /></AppPermissionRequests>

    

Felipe_Ribeir0_9-1663240611374.png

 

 

      8.Once You enter above command, You will get one pop up window. Like below screenshot. Please click Trust It.

Felipe_Ribeir0_10-1663240611506.png

 

 

 

            You can check the status under Site App Permission.

                   

Felipe_Ribeir0_11-1663240611629.png

 

 

 

rustykh
5 - Atom

Hey Felipe,

 

Thank you for your reply. Could you please explain a little further, on what is this API, why it has to be cretaed and if there are any other action that need to be taken prior creation of API?

 

Thank you in advance.

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