Microsoft SharePoint Online Sources > Before you begin > Create a connection
  

Create a connection

Before you configure the Microsoft SharePoint Online catalog source, create a connection object in Administrator.
    1In Administrator, select Connections.
    2Click Add Connection.
    3Search for and select Microsoft Sharepoint Online and then click Next.
    4Enter the following connection details:
    Property
    Description
    Connection Name
    Name of the connection.
    Each connection name must be unique within the organization. Connection names can contain alphanumeric characters, spaces, and the following special characters: _ . + -,
    Maximum length is 255 characters.
    Description
    Description of the connection. Maximum length is 4000 characters.
    Use Secret Vault
    Stores sensitive credentials for this connection in the secrets manager that is configured for your organization.
    This property appears only if secrets manager is set up for your organization.
    When you enable the secret vault in the connection, you can select which credentials that the Secure Agent retrieves from the secrets manager. If you don't enable this option, the credentials are stored in the repository or on a local Secure Agent, depending on how your organization is configured.
    Note:
    If you’re using this connection to apply data access policies through pushdown or proxy services, you cannot use the Secret Vault configuration option.
    For information about how to configure and use a secrets manager, see Secrets manager configuration.
    Runtime Environment
    The name of the runtime environment where you want to run tasks.
    5Select the authentication type to connect to Microsoft SharePoint Online and enter the required properties. You can use the following authentication types:
    6Click Test to test your connection to the source system.
    7Click Save.

Access Control Service Authentication

You can use the Access Control Service authentication to access the SharePoint API.
The following table describes the basic connection properties for Access Control Service authentication:
Property
Description
Account types
The tenant that you want to use to access the application.
Select None.
Single tenant id
Required only when you select the Single tenant account type.
The unique ID of the organization to manage and control access to resources, applications, devices, and services.
Client_Id
Client ID of Microsoft SharePoint Online required to generate a valid access token.
Client_Secret
Client secret of Microsoft SharePoint Online required to generate a valid access token.
Refresh_Token
Refresh token of Microsoft SharePoint Online.
Redirect_URL
URL where you want to redirect from the Microsoft SharePoint Online account.
URL
URL to the Microsoft SharePoint Online account.
Attachment_File_Path
Directory on the Secure Agent machine where you want to download or attach files to Microsoft SharePoint Online.
The following table describes the advanced connection properties for Access Control Service authentication:
Property
Description
Subsite_URL
URL of the Microsoft SharePoint Online account within the Microsoft SharePoint site.
Enter the subsite URL if you have organized data and set up subsite accounts in the Microsoft SharePoint Online application. For more information about sites and subsites in Microsoft SharePoint Online account, see Create sites and subsites.
If you do not enter a subsite URL, the Microsoft SharePoint Online Connector reads files from the URL that you specify in the URL property.

Microsoft Entra ID Authentication

You can use the Microsoft Entra ID authentication to access Microsoft SharePoint resources securely.
The following table describes the basic connection properties for Microsoft Entra ID authentication:
Property
Description
Account types
The tenant that you want to use to access the application.
Select from the following options:
  • - Single tenant. Select if your target audience is inside your organization.
  • - Multi tenant. Select if your target audience includes businesses or educational customers and requires multi-tenancy support.
  • - Default is None.
Single tenant id
Required only when you select the Single tenant account type.
The unique ID of the organization to manage and control access to resources, applications, devices, and services.
Client_Id
The client identifier issued during the application registration process.
You can get the client ID by registering your application in Azure Active Directory (AAD) through the Microsoft Identity platform.
Client_Secret
The client secret issued during the application registration process.
You can get the client secret by registering your application in Azure Active Directory (AAD) through the Microsoft Identity platform.
Refresh_Token
Refresh token of Microsoft SharePoint Online.
Redirect_URL
Does not apply to Mirosoft Entra ID authentication.
URL
URL to the Microsoft SharePoint Online account.
Attachment_File_Path
Directory on the Secure Agent machine where you want to download or attach files to Microsoft SharePoint Online.
The following table describes the advanced connection properties for Microsoft Entra ID authentication:
Property
Description
Subsite_URL
URL of the Microsoft SharePoint Online account within the Microsoft SharePoint site.
Enter the subsite URL if you have organized data and set up subsite accounts in the Microsoft SharePoint Online application. For more information about sites and subsites in Microsoft SharePoint Online account, see Create sites and subsites.
If you do not enter a subsite URL, the Microsoft SharePoint Online Connector reads files from the URL that you specify in the URL property.