Connectors

SharePoint OAuth Connection

Use the following guide to learn how to connect to SharePoint Online using OAuth Authentication. Available from version 3.0.1260.

Create the App in SharePoint

You will need to be a Site Collection Administrator to do this. If you do not have permission please contact your Site Administrator to create this for you.

Go to your SharePoint site and navigate to the application page. This can be found at the following link:https://{yourdoman}.sharepoint.com/_layouts/15/appregnew.aspx

Generate a Client ID and Client Secret by clicking onto the Generate buttons. Then enter in a title for your App and enter an app domain and redirect URI. Now click Create to create the app.

Register App

When you have clicked create you will be given a confirmation page with all of your app details. Make a note of these as we will need to use them again later.

Set Permission Level

Now we need to set the permission levels for the app, do this by navigating to the application page at: https://{yourdomain}.sharepoint.com/_layouts/15/appinv.aspx

Enter in the Client ID you generated earlier into the App ID field and lookup the Application. This will enter in the details you entered earlier into the other fields.

We now need to add the XML permission statement to give full control to the application. The XML we use to do this is:

<AppPermissionRequests AllowAppOnlyPolicy="true">
	<AppPermissionRequest Scope="http://sharepoint/content/sitecollection" Right="FullControl" />
</AppPermissionRequests>

Define App Permissions

Once you are done click Create to set the permissions.

To learn more about these permissions please see the Microsoft website here .

Connect in Ouvvi

To connect in Ouvvi it is best/easiest to first connect in Data Sync and save the connection to your Ouvvi Connection Library. This is due to the need for additional settings that Data Sync with automatically gather for you.

Ouvvi Connection Details

If you wish to connect just in Ouvvi without using Data Sync then you will need to enter the following connection details (leaving the Office 365 User Credentials blank):

Property Description
Connection Name The name you want to give to the connection.
SharePoint Site URL The URL to your base SharePoint site i.e. http://<sharepointurl>/<site1>/<site2>
Token URL The URL to the authentication token service.
Realm The realm of your SharePoint site.
Client ID The Client ID of the application you created earlier.
Client Secret The Client Secret of the application you created earlier.

Connect in Data Sync

To connect using Data Sync create a project with a Data Sync Project step and open the Data Sync project using the Open Project button.

To ensure you are connected to Ouvvi whilst using Data Sync make sure you can see your Ouvvi Online URL in the header of the App. This will be something such as https://demo.online.simego.net/datasync/save/5 . If the URL does not show then you are not connected to Ouvvi and it is using a local version of Data Sync.

Connected to Ouvvi Data Sync

To connect in Data Sync open the connection window and go to SharePoint Online provider. Enter in the URL to your base url of your SharePoint site i.e. http://<sharepointurl>/<site1>/<site2> and click on the ellipsis (...) in the OAuth2 field to open the OAuth credentials window.

SharePoint Connection

Enter in your Client ID and Client Secret and click OK to save the credentials.

OAuth

Choose the list or library you wish to connect to from the ListName dropdown menu and then connect by clicking Connect & Create Library Connection to save the connection to your connection library. Otherwise simply click Connect.

Save to Connection Library

You're now connected to your SharePoint site and can configure your Data Sync project as you need to.

Edit a Connection in Ouvvi

If you need to change any of your connection details at a later date you can simply find the connection in the connection library and edit the password field.

You can do this by going to Settings > Connection Library and locating your connection in the list.

Click on your connection, make the changes and then click Save. Your connection is now updated.