Create External Credentials for the Microsoft SharePoint Connector (Beta)

To ingest data from Microsoft SharePoint to Data Cloud, set up an external credential for Microsoft SharePoint.

1. Configure a Microsoft Azure app.

   • If you're setting up a connection for unstructured data, add this additional permission: Sites.Read.All.

2. Based on your data type, set up authentication:

   • For structured data, create an OAuth-based authentication for Microsoft.
   • For unstructured data, follow the steps in Configure an Authentication Provider for Unstructured Data.

1. From Setup, in the Quick Find box, enter Named Credentials. Then select Named Credentials (1).

   

2. On the External Credentials tab (2), click New.

   1. Enter a label and name for your external credential. The name can’t contain spaces. You can use underscores.

   2. For Authentication Protocol, select OAuth 2.0.

   3. For Authentication Flow Type, select Browser Flow.

   4. For Authentication Provider, select the provider you created.

   5. Click Save.

3. Add principal to external credentials

   1. In the external credentials that you created, under Principals, click New.

   2. Enter the parameter name. You can include spaces.

   3. For Identity Type, select Named Principal.

   4. (For unstructured data) Add the scope, offline_access https://graph.microsoft.com/.default.

   5. Set the Sequence Number to 1.

   6. Click Save.

4. Authenticate your external credentials.

   1. Under Principals, from the Actions dropdown menu, select Authenticate.

   2. Follow the authentication flow and confirm access permissions.

   3. To connect Data Cloud to Microsoft SharePoint, click Allow.

      After you authenticate, the status changes to Configured.

5. Define the named credential.

   1. In the Named Credentials Tab, click New. Then enter a label and name. The name can't contain spaces, but you can use underscores.

   2. For the URL, enter https://www.sharepoint.microsoft.com.

   3. For external credentials, select the credential that you created.

   4. Click Save.

6. Enable external credentials access.

   1. From Setup, in the Quick Find box, enter Profiles. Then select it.

   2. Click System Administrator.

   3. On the Enable External Credential Principal Access tab, click Edit.

   4. Add the external credentials principal that you created to the Enabled External Credentials Principals column.

   5. Click Save.

7. (For unstructured data ingestion) Use permission sets to assign external credential principal access.

   1. From Setup, in the Quick Find box, enter Permission Sets.

   2. On the Permissions Sets page, click New.

   3. Enter a label for the permission set, for example SharePoint_Permission_Set, and then click Save.

   4. In the newly created permission set, scroll to the Apps section and click External Credential Principal Access, and then click Edit.

   5. From the Available External Credential Principals list, select the external credential principal you created earlier and move it to the Enabled External Credential Principals list, and then click Save.

   6. On the new permission set page, click Manage Assignments > Add Assignments.

   7. Select a user to ingest unstructured data into Data Cloud , click Assign, and then click Done.

You need your SharePoint Site ID to create a data stream. Ask your SharePoint administrator, or do one of the following:

• Go to the SharePoint site and click Settings. Select Site information. The ID is located under the URL heading.

• Alternatively, place the URL of your SharePoint site within a browser and append /_api/site/id/ to the end of the URL. For example: https://yoursite.sharepoint.com/sites/dir/_api/site/id. The API returns a message. Note the value for Edm.Guid. This is your Site ID.