To configure the SharePoint integration with SideDrawer, you will need:
Admin access to your Microsoft Azure environment
Admin credentials for your SharePoint account
Admin access to your SideDrawer Console
Configure SharePoint Integration in Microsoft Azure
Configure SharePoint Integration in Microsoft Azure
In Azure, you will need to set up and authorize the SideDrawer integration, and copy the Client ID, Tenant ID, and Client Secret, which you'll use in the next step to authorize the integration from your SideDrawer Console.
As you go through the steps in Azure, you'll want to copy these values to your clipboard or a temporary note or text file - just make sure to delete the note when you're done.
Log into the Microsoft Azure portal using your admin credentials
Open the Azure Active Directory
Navigate to the App registrations menu
In the top menu, select New registration
Give the registration a name - e.g. SideDrawer Integration
Select the Supported account types - usually, this will be the first option, Accounts in this organizational directory only
Click Register to create the registration
Now that your registration is created, under Essentials, copy the Application (client) ID and Directory (tenant) ID values
In the navigation list, select Manage->API permissions
Under Configured permissions, select Add a permission - this will open the Request API permissions panel
In API permissions, add the following permissions:
Required Permissions (8 total):Microsoft Graph -> User.Read
SharePoint -> AllSites.Read
SharePoint -> AllSites.Write
SharePoint -> MyFiles.Read
SharePoint -> MyFiles.Write
SharePoint -> Sites.Search.Al
SharePoint -> Sites.Selected
SharePoint -> User.Read.All
Next, you'll need to generate the Client Secret - this is the password that you will enter in your SideDrawer Console to authorize the connection between SideDrawer and SharePoint
In the left-hand menu, select Certifications & secrets, then New client secret:
Select the expiration period - a Client Secret has a built-in expiration date and will need to be renewed after 6 months, 1 year, or 2 years.
We recommend setting your Client Secret for 1 year - remember to come back and renew it before it expires!
Copy the Client Secret to your clipboard or to the same temporary file as the other IDs
Navigate to the Authentication section and add the SideDrawer Redirect URLs that Microsoft will accept as destinations when returning authentication responses (tokens) after successfully authenticating or signing out users:
Now that you have the integration created in Azure, and have the Application (client) ID, the Directory (tenant) ID, and the Client Secret copied to your clipboard or temporary note, you're ready to set up the integration on the SideDrawer side, from your Console.
Set Up SharePoint Integration in SideDrawer Console
Set Up SharePoint Integration in SideDrawer Console
Before you follow these steps, ensure that you've configured the integration in Microsoft Azure, and that you've copied the Client ID, Tenant ID, and Client Secret so you can enter them here
In your SideDrawer Console, select Developers -> Integrations from the left-hand menu
Select Set up a new integration:
Select SharePoint in the integrations drop-down
In the details screen, enter the following details:
Name of the integration - this can be anything, but it's a good idea to have it match the name of the integration you created in Azure
Client ID - the value you copied from Azure in Step 8, above
Client Secret - the value you copied from Azure in Step 14, above
Tenant ID - the value you copied from Azure in Step 8, above
Site Name - must match the name in your Active sites in Azure:
Callback URL - you can leave this blank
Click on Confirm button (the new Integration should be created and listed).
Now that your integration has been created, it will need to be configured -
Click on the 3 dots to the right of the SharePoint integration listing, and select Configure this integration:
This will open a new tab, asking you to log into your Microsoft account.
Make sure that you log into an account with admin access to the SharePoint site - this will authorize SideDrawer to access this SharePoint account, with its specific permissions.
Update Client Secret for Existing Integration
Update Client Secret for Existing Integration
If you've already set up the integration in Azure, here's how to check whether your client secret is expired, and update it if needed:
Verify in the list that your App has ✓ Current value in the Certificates & secrets column (if you don't have a particular one, use SD Integrations)
If your App shows an ! Expired value in the Certificates & secrets column, select the App in the list, click on the Client credentials link and add a New client secret.
Copy the new Client Secret
In your SideDrawer Console, go to Developers->Integrations
In the SharePoint integration, click on the 3 dots to the right, and select View Integration Details:
In the details screen, paste the new Client Secret, then click Confirm:
Using SharePoint in SideDrawer
Using SharePoint in SideDrawer
Now that you have created and configured your SharePoint integration, there are two main ways of using it with SideDrawer.
1. Synchronizing Files
1. Synchronizing Files
This is the most straightforward use of your SharePoint integration - it lets you pull files from SharePoint to deliver to Records in SideDrawer.
In the destination SideDrawer, select the Record that you want to upload files to, open it, then click the Edit button on the upper right:
This will bring up the Drag & Drop files screen, with a SharePoint button on the right - click this button to open your SharePoint folders:
Navigate through your folders to find the files you want to upload to the SideDrawer.
Click the checkmark to the right of each file, then select Synchronize:
These files will be synchronized to the SideDrawer - in the list of files for the Record, you'll see that synchronized files have a cloud icon to the left of the file name, instead of the document icon that other files have:
Synchronized files are linked to the cloud integration (SharePoint, OneDrive, Google Drive, etc.) - this is a one-way integration, meaning that if you update or remove the original file in SharePoint, that will update or remove the synchronized file in SideDrawer.
But if the file in SideDrawer is edited or deleted, that will not affect your original in SharePoint.
The one-way integration ensures that you have control over the integrity of the data, while sharing the file with your client.
Because these files are synchronized rather than locally stored, they need the integration in order to be accessible.
If your SharePoint account is unavailable, or if the client secret expires and the connection is broken, synchronized files may not be available.
2. Synchronizing Records/Folders
2. Synchronizing Records/Folders
In addition to delivering individual files, you can also map entire folders from SharePoint to Records in SideDrawer.
This can be a great option if you use SharePoint as your internal workspace, as it lets you push files to SideDrawer without having to leave SharePoint.
The initial steps are the same as for synchronizing files:
In the destination SideDrawer, select the Record that you want to upload files to, open it, then click the Edit button on the upper right:
This will bring up the Drag & Drop files screen, with a SharePoint button on the right - click this button to open your SharePoint folders:
Select the folder in SharePoint that you want to link to this Record, click the checkmark to the right of the folder name, then click Synchronize:
Synchronizing creates a link between the SharePoint folder and the SideDrawer Record - remember that you're connecting the Record, not the drawer, so if your SharePoint folders are divided by client, you may need to create subfolders that will map onto the SideDrawer Records.
As with files, the synch is one-way, so any time you add, update, or remove files from the SharePoint folder, those changes will affect the SideDrawer, but changes in SideDrawer will not affect your originals in SharePoint.