Microsoft SharePoint

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.

Setup

The following integrations need to be connected to your Kognitos workspace:

• Microsoft SharePoint

• Microsoft Office 365

Steps

Follow these steps to connect the integration in Kognitos:

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 API Permissions 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 API Permissions 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.

Authentication

Use one of the following authentication methods to connect this integration in Kognitos. Each method has its own configuration requirements.

Connect using Client ID, Client Secret and Tenant ID

Connect to the Microsoft Graph API using the provided client credentials.

Connect using Client ID, Certificate and Tenant ID

Connect to the Microsoft Graph API using certificate credentials.

Connect using Client ID, Certificate, Private Key and Tenant ID

Connect to the Microsoft Graph API using certificate and private key.

Actions

The following actions are available in the Microsoft SharePoint integration:

1. Add a column to a slist

Adds a column to a given SharePoint list using the Microsoft Graph API.

2. Add an item to a slist

Adds an item to a given SharePoint list using the Microsoft Graph API.

3. Copy an item to a folder

Copies an item (folder or file) to a given folder using the Microsoft Graph API.

4. Create a folder in a document library

Creates a new folder at the root of the given SharePoint document library using the Microsoft Graph API.

5. Create a folder in another folder

Creates a new folder at the given SharePoint document library item using the Microsoft Graph API.

6. Create a list in a sharepoint site

Creates a new list in a given SharePoint site using the Microsoft Graph API.

7. Delete a column from a list

Deletes a column from a given SharePoint list using the Microsoft Graph API.

8. Delete a slist

Deletes a list in a given SharePoint site using the Microsoft Graph API.

9. Delete an item

Deletes an item (folder or file) within a given SharePoint document library using the Microsoft Graph API.

10. Delete an item from list

Deletes one or many items in a given SharePoint list using the Microsoft Graph API.

11. Download a file

Downloads a file from a given SharePoint document library using the Microsoft Graph API.

12. Edit an item

Edits an item in a given SharePoint list using the Microsoft Graph API.

13. Get a folder's items

Retrieves all child items from the specified document library folder using the Microsoft Graph API.

14. Get a folder at a path

Retrieves the root folder of a given SharePoint document library using the Microsoft Graph API.

15. Get a root folder from a document library

Retrieves the root folder of a given SharePoint document library using the Microsoft Graph API.

16. Get some items from a document library

Retrieves all items within a given SharePoint document library using the Microsoft Graph API.

17. Get some site's document libraries

Retrieves all document libraries within a given SharePoint site using the Microsoft Graph API.

18. Get some sites from sharepoint

Get SharePoint sites accessible via the Microsoft Graph API.

19. Get some slist's items

Retrieves all items within a given SharePoint list using the Microsoft Graph API.

20. Move an item to a folder

Moves an item (folder or file) to a given folder using the Microsoft Graph API.

21. Rename a slist

Renames a list in a given SharePoint site using the Microsoft Graph API.

22. Rename a column in a list

Edits a column in a given SharePoint list using the Microsoft Graph API.

23. Rename an item to a name

Renames a folder or a file using the Microsoft Graph API.

24. Retrieve a document library at a url

Retrieves a SharePoint document library by its web URL using the Microsoft Graph API.

25. Retrieve a file at a url

Retrieves a SharePoint file by its web URL using the Microsoft Graph API.

26. Retrieve a folder at a url

Retrieves a SharePoint folder by its web URL using the Microsoft Graph API.

27. Retrieve a site at a url

Retrieves a SharePoint site by its web URL using the Microsoft Graph API.

28. Retrieve a slist at a url

Retrieves a SharePoint list by its web URL using the Microsoft Graph API.

29. Retrieve a slist as a table

Retrieve a sharepoint list as a table.

30. Retrieve some column definitions from a slist

Retrieves the column definitions of a given SharePoint list using the Microsoft Graph API.

31. Retrieve some site's lists

Retrieves all lists within a given SharePoint site using the Microsoft Graph API.

32. Retrieve some site's subsites

Retrieves all subsites within a given SharePoint site using the Microsoft Graph API.

33. Upload a file to a folder and get the file reference

Uploads a file to a given SharePoint document library using the Microsoft Graph API.

Concepts

Sharepoint list

A SharePoint list is a structured collection of data within a SharePoint site. It provides a way to organize and manage information in a tabular format, with columns representing different data fields and rows containing specific data entries.Lists are commonly used for tasks like tracking project progress, managing contacts, or storing custom data.

Sharepoint list item

A SharePoint list item represents an individual entry within a SharePoint list. It contains specific data values corresponding to the columns defined in the list. List items are used to store and manage structured data within a SharePoint list, enabling efficient organization and retrieval of information.

Sharepoint file reference

A Sharepoint File Reference is a reference to a file in a SharePoint document library.

Sharepoint folder reference

A Sharepoint Folder Reference is a reference to a folder in a SharePoint document library.

Sharepoint site

A SharePoint site is a versatile web-based platform within Microsoft SharePoint designed for team collaboration,document management, and content sharing. It provides a centralized space where users can store and manage documents with version control, organize information in lists, create and publish web pages, and control permissions for different users.

Sharepoint document library

A SharePoint Document Library is a specialized storage location within a SharePoint site designed for storing, organizing,and managing documents. It supports advanced document management features such as version control, metadata tagging, and workflow automation, making it ideal for team collaboration and enterprise content management.

Sharepoint list column

A SharePoint list column definition represents the configuration and properties of a column within a SharePoint list.

Concept attribute specifications

parent_reference (sharepoint file reference)

parent_reference (sharepoint folder reference)