How to Configure Application Access to SharePoint for DigitAI

Step by step

1. 1

   Review Microsoft Enterprise Account Requirements

   Before proceeding, it is crucial to review the internal procedure or requirements for creating Microsoft enterprise email accounts (SharePoint / OneDrive). This ensures that all necessary policies and prerequisite configurations for application access are met.

2. 2

   Generate Application Access Credentials in Azure/Microsoft 365

   Follow the instructions in your Azure or Microsoft 365 portal to generate application access credentials. This process typically involves registering an application, assigning the necessary permissions to SharePoint, and obtaining a JSON file with configuration data (client ID, tenant ID, client secret, etc.). MISSING: Confirm the specific SharePoint permissions required (e.g., 'Sites.ReadWrite.All' or more restrictive) for editorial review.

3. 3

   Create Folder Structure in SharePoint

   Within the designated SharePoint site, create the exclusive folders that will be used by DigitAI solutions. It is recommended to establish a clear structure, for example, one folder for 'Import' and another for 'Export' of documents. MISSING: Specify the exact path or SharePoint site name if there is a pre-established convention for editorial review.

4. 4

   Share Credentials and Confirm Structure with The Eye

   Once the credentials have been generated and the folder structure created, share the JSON file with the access data and confirmation of the folder structure (names and paths) with The Eye team. This will allow for the completion of DigitAI's configuration and integration with SharePoint.