Configuring SharePoint integration

The SharePoint integration requires some configuration from both Tridion Docs and Microsoft services.

Configuring SharePoint

  1. First, you need an account with access to a SharePoint instance.
  2. Register your application in Azure portal : https://portal.azure.com/#blade/Microsoft_AAD_RegisteredApps/ApplicationsListBlade
    1. After registration, you need to set permissions from API permissions menu (Note: permissions can affect access to various files )
    2. From Certificates & secrets, create a client secret (copy the client secret value to a place accessible to you because after this first time, the value will no longer be visible).
    3. From overview page, you will need client Id and tenant id. You can copy next to client secret value.

Configuring the SharePoint plugin in Tridion Docs

  1. Sign in to Organize Space.
  2. Go to Settings > XML Settings > Publish Plug-ins.
  3. Define your plugin under <plugindefinitions>
    <!-- SHAREPOINT -->
          <plugindefinition name="PublishToSharepoint" handler="SharepointPostPublishPlugin">
            <description>This plugin uploads file to Sharepoint</description>
            <initialize>
              <parameters>
                <parameter name="HostName">sdl365.sharepoint.com</parameter>
                <parameter name="RelativePath">sites/Connector</parameter>
                <parameter name="TargetFolder">Docs</parameter>
                <parameter name="FilePathToUploadContextItemsKey">DITAOTOutputFile</parameter>
                <parameter name="RenameFileToStandardFormat">true</parameter>
                <parameter name="UploadMetadataFile">false</parameter>
                <parameter name="ClientId"><<clientId>></parameter>
                <parameter name="ClientSecret"><<client secret>></parameter>
                <parameter name="Username"><<username>></parameter>
                <parameter name="Password"><<password>></parameter>
                <parameter name="TenantId"><<tenant id>></parameter>
              </parameters>
            </initialize>
          </plugindefinition>
    where:
    • HostName - URL to SharePoint host
    • RelativePath - Path to your SharePoint site
    • TargetFolder - folder where you want to save documents from Tridion Docs
    • FilePathToUploadContextItemsKey - Item key of the item containing the full file path to upload.
    • RenameFileToStandardFormat - rename the file or remain only with document GUID
    • UploadMetadataFile - select if the metadata file will be uploaded or not in SharePoint
    • ClientId - client ID generated at registration
    • ClientSecret - client secret generated at registration
    • TenantId - tenant ID generated at registration
    • Password - user password used at registration
    • Username - username for user used at registration
  4. After you define the plugin, you need to add the plugin reference to a process you want to use.

    Example: <pluginreference ref="PublishToSharepoint" />

  5. Select Save (Save) to apply your changes.
  6. Unzip the archive SharepointDocsConnector-1.0.0-package.zip and copy the content to APPPATH/InfoShare/App/Plugins .
  7. Restart the Trisoft InfoShare BackgroundTask One service.