Configuring SharePoint as a storage backend

This tutorial shows you how to configure SharePoint as a storage backend for DocumentHub.

The tutorial uses SharePoint with Azure AD (Microsoft Entra ID) authentication. You will need administrative access to the Azure Portal to complete the setup.

Expected duration: 15 minutes

Prerequisites

• Access to the DocumentHub app on a DataMiner Agent.
• Access to Azure Portal with permissions to register applications.
• SharePoint site with appropriate permissions.

Overview

• Step 1: Register your app in Azure AD
• Step 2: Generate a client secret
• Step 3: Configure API permissions
• Step 4: Configure SharePoint in DocumentHub
• Next steps

Step 1: Register your app in Azure AD

1. Navigate to Azure Portal and sign in.

2. Go to Microsoft Entra ID > App registrations.

3. Click New registration and provide a descriptive name (e.g., "DataMiner DocumentHub").

4. Set the redirect URI to your DataMiner application domain.

5. Click Register.

6. Note down the following values (you will need them later):

   • The Application (client) ID.
   • The Directory (tenant) ID.

Step 2: Generate a client secret

1. In your app registration, navigate to Certificates & secrets in the pane on the let.

2. Under Client secrets, click New client secret.

3. Provide a description and select an expiration period.

4. Click Add.

5. Copy the client secret value.

   It is important that you do this immediately, as the secret will not be shown again.

   Important

   Store the client secret securely. You will need it when configuring DocumentHub.

Step 3: Configure API permissions

1. In your app registration, go to API permissions.

2. Click Add a permission.

3. Select Microsoft Graph.

4. Select Application permissions.

5. Add the following permissions:

   • Sites.ReadWrite.All: Allows the app to read and write items in all site collections.
   • Files.ReadWrite.All: Allows the app to read and write files in all site collections.

6. Click Add permissions.

7. Click Grant admin consent for your organization.

   Note

   You must have administrator privileges to grant consent.

8. Confirm that the permissions show "Granted" status.

Step 4: Configure SharePoint in DocumentHub

Now that you have completed the Azure AD setup, configure SharePoint in the DocumentHub app:

1. Open the DocumentHub app from the DataMiner landing page.

2. Navigate to the Settings > SharePoint page.

   Note

   This page is only available for users with administrator permissions.

3. Click Add Source.

4. Fill in the configuration details:

   • SharePoint Source Name: A friendly name for this backend (e.g., "Corporate SharePoint").
   • Document Library Name: The name of the document library to use (e.g., "Documents").
   • Tenant ID: The Directory (tenant) ID from step 1.
   • Client ID: The Application (client) ID from step 1.
   • Client Secret: The client secret value from step 2.
   • Site URL: Your SharePoint site URL (e.g., https://yourtenant.sharepoint.com/sites/yoursite).

5. Click Test Connection to verify the configuration.

   Note

   If the test fails, verify the following things:

   • The credentials are correct.
   • API permissions have been granted.
   • The SharePoint site URL is accessible.
   • The document library exists.

6. When the test succeeds, click Save to store the configuration.

The SharePoint backend is now available for use in document buckets.

Note

If you want to edit or delete your SharePoint source configuration, hover over the tile representing the configuration and click the pencil or garbage can icon, respectively.

Next steps

After configuring SharePoint, you can:

• Create document buckets that use this SharePoint backend.
• Upload documents to SharePoint through the DocumentHub app.
• Integrate SharePoint storage with other DataMiner applications via DocumentHub.