Overview

This guide shows you step by step guide to set up a new integration project with Microsoft OneDrive allowing files stored in OneDrive to be added to Documents.

⚠️ This feature is available from Claromentis 8.5+, your site must be using 'https://' and be publicly accessible (no VPN or RDP required) for the API to work.

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How to

 

Step 1: Log in to Microsoft Azure Portal

https://portal.azure.com

Login to Microsoft Azure Portal with your Microsoft ID or register if you don't have one.

 

You need to register a new application by searching for App Registration

 

 - Name your system name for example "My Intranet OneDrive Picker"

 - Supported account types: Choose between Organisation only and or allowing a personal Microsoft account too

 - Redirect URI: set to Web  https://{yourcompany.myintranet.com}/intranet/documents/onedrive_callback.php

 - Click: Register

 

 

Step 2: Set up API permission

Click on 'View API permissions':

 

Add API permission for the following:

Microsoft Graph > Delegated Permission

• Files.Read
• Files.Read.All
• Files.Read.Selected
• User.Read

 

Step 3: Setup Authentication - Implicit Grant

The redirect URL was configured in Step 1, so now under Advanced Settings make sure Implicit Grant Flow authorisation via Access tokens and ID tokens have their boxes checked:

 

Step 4: Branding (optional)

 

Step 5: Copy Application (Client) ID

Before you leave the portal and start using the details given to set up the OneDrive API in Claromentis make sure you copy the Application (client) ID - (field shown below that is obscured)

 

 

Step 6: Set up API Integration in Claromentis

 - In Claromentis navigate to Admin > System > API keys

 - Click Add New Integration

 

Enter the below for each field offered

API Name: onedrive_picker

API Description: OneDrive Document Picker

Entry Key: client_id

Entry Value: {paste value of Application (client) ID here that you copied}

 

Step 7: Testing & Verification

Head to Documents application

Click to add a document using the OneDrive option

 

On the next screen click to 'Browse OneDrive Documents' and you will be prompted to authorise your access.

 

 

Troubleshooting:

If you can't see the option to add OneDrive, please check Admin > Documents  and make sure ERMS_CONFIG_ONEDRIVE_LINKS is set to ON, Please contact our support team if you need further assistance.

To make these changes, navigate to Admin > System > Configuration and search for cfg_docs_features