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.
Before You Begin
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Configure a Microsoft Azure app.
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Create an OAuth-based authentication for Microsoft.
Set Up an External Credential
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From Setup, in the Quick Find box, enter Named Credentials. Then select Named Credentials (1).
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On the External Credentials tab (2), click New.
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Enter a label and name for your external credential. The name can’t contain spaces. You can use underscores.
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For Authentication Protocol, select OAuth 2.0.
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For Authentication Flow Type, select Browser Flow.
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For Authentication Provider, select the provider you created.
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Click Save.
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Add principal to external credentials
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In the external credentials that you created, under Principals, click New.
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Enter the parameter name. You can include spaces.
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For Identity Type, select Named Principal.
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Set the Sequence Number to 1.
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Click Save.
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Authenticate your external credentials.
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Under Principals, from the Actions dropdown menu, select Authenticate.
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Follow the authentication flow and confirm access permissions.
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To connect Data Cloud to Microsoft SharePoint, click Allow.
After you authenticate, the status changes to Configured.
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Define the named credential.
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In the Named Credentials Tab, click New. Then enter a label and name. The name can't contain spaces, but you can use underscores.
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For the URL, enter https://www.sharepoint.microsoft.com.
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For external credentials, select the credential that you created.
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Click Save.
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Enable external credentials access.
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From Setup, in the Quick Find box, enter Profiles. Then select it.
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Click System Administrator.
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On the Enable External Credential Principal Access tab, click Edit.
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Add the external credentials principal that you created to the Enabled External Credentials Principals column.
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Click Save.
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