About

Microsoft SharePoint

Overview of the Microsoft SharePoint BDK Book.

Overview

Microsoft SharePoint offers enterprise content management and collaboration platform for document sharing and team sites. This integration enables automated document workflows, content management, and team collaboration processes. Enhance organizational knowledge sharing and streamline document management.

Prerequisites

1. Required Books

The following Book(s) need to be added to your agent so it can learn and understand the automation procedures defined within them:

  • Microsoft SharePoint

  • Microsoft Office365

Note: The Microsoft SharePoint Book depends on the Microsoft Office365 Book for core Microsoft integration capabilities.

How to Add the Book(s)

  1. Go to Books from the left navigation menu.

  2. Click on + New Book.

  3. Search for name of the book and click on it.

  4. You'll be prompted for connectivity details if the book requires configuration.

  5. Click on Add to finish adding the book to your agent.

  6. Publish your agent.

2. Credentials & Permissions

To use the Microsoft SharePoint Book, you need to create an app registration in Microsoft Entra ID (formerly Azure AD) to obtain credentials and configure the appropriate permissions.

1

Sign in to the Azure Portal

Navigate to portal.azure.com with an account that has permissions to manage applications. From the main dashboard, select Microsoft Entra ID (under Azure Services).

2

Create a New App Registration

  1. Click on + Add and select App registration.

  2. Enter a Name for the app. For example: "Kognitos SharePoint Book Integration".

  3. Under Supported account types, choose "Accounts in this organizational directory only".

  4. Leave the Redirect URI field blank.

  5. Click on Register to create the app.

3

Capture the Client ID and Tenant ID

After creating the app, you'll land on its Overview page. Copy the Application (client) ID and Directory (tenant) ID from this page.

4

Generate a Client Secret

  1. Click on Manage on the left.

  2. Select Certificates and Secrets from the dropdown menu.

  3. Under Client Secrets, click on + New client secret.

  4. Enter a description for the secret and choose an expiration period.

  5. Click Add. Copy the Secret's Value as your Client Secret.

Client secret values cannot be viewed except immediately after creation. Be sure to save the secret when it is created before leaving the page!

5

Assign API Permissions

  1. Click on Manage on the left.

  2. Select Certificates and Secrets from the dropdown menu.

  3. Click on + Add a permission, then select Microsoft Graph.

  4. Choose Application permissions, as the Book will access SharePoint without a signed-in user.

  5. Search for and select the following permissions:

    • Sites.Read.All

    • Sites.FullControl.All

    • Sites.Manage.All

    • Sites.ReadWrite.All

For more restricted access, you can use the Sites.Selected permission, but this requires additional configuration to grant access to specific SharePoint sites.

  1. Click on Add permissions.

6

Grant Admin Consent

On the API permissions screen, click on Grant admin consent for [Your Organization Name] button, then select Yes. This authorizes the application to use the permissions you assigned across your organization.

Connectivity

This section outlines the available methods for connecting to the Book, along with the required configuration details for each.

Connect using Client ID, Client Secret and Tenant ID

Establishes a connection to the Microsoft Graph API using the provided client credentials.

Label
Description
Type

Client ID

The client ID of the application registered in Azure AD.

text

Client Secret

The client secret of the application registered in Azure AD.

text

Tenant ID

The tenant ID of the Azure AD directory.

text

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