The O365 SharePoint integration gives users of your digital workplace a way of viewing, adding, and downloading files located in your organization's SharePoint environment. When configuring the integration, you can restrict it to showing files and folders under a specific location. However, which files and folders a user can view and interact with is controlled by your O365 SharePoint permissions.
Sections in this article:
Considerations and caveats
This integration can only connect to online and hybrid SharePoint solutions; on-premises solutions are not supported.
Signing in and access
You must sign in to the integration using your organization's O365 SharePoint credentials.
After signing in, you will only see the files and folders that you have access to. If the integration is configured to show a file or folder to which you do not have access, you will not see it.
To sign out, select Log Out located in the bottom right corner of the integration. You will need to sign back into the widget to view and interact with files and folders in the connected repository.
Use the breadcrumbs at the top of the file and folder list to navigate back to a parent folder.
Select a folder to view its contents. Use the breadcrumbs at the top of the file and folder list to navigate back to a parent folder.
If enabled, use the search box to find a specific file or folder.
Select Add folder to create a folder in the current location. You will be prompted to enter a name for the folder. If you want to change the name of a folder after you create it, you must do so from within SharePoint.
To the right of a folder, select Delete to delete a folder and all of its contents. You will be prompted to confirm this action.
Select Upload file to upload files to the current location. You will be prompted to browse your device and select the file(s) that you want to upload.
Additionally, drag and drop files from your device into the integration. The files you dragged will be uploaded to the current location.
|View in Office Online
If View in Office Online is enabled, select a file to open it in O365 online.
The rightmost column of the file list in the widget contains an icon with three dots. Select Actions to open a menu with additional features.
|Actions menu: View in Office 365
If enabled, select View in Office 365 to open the file in your browser using the associated 0365 application.
|Actions menu: Download
Select Download will save the selected file to your computer or device. If you are using Microsoft Edge as your browser, files associated with O365 applications will open in their associated application.
|Actions menu: Delete File
Select Delete to delete the file. You will be prompted to confirm this action.
|Actions menu: Information
Select Information to view file size, creation date, and modification date. A link to the file in SharePoint is also provided in addition to the other Actions menu options (View in SharePoint, Download, Delete File).
Select Log out in the bottom right hand corner of integration to sign out.
Finding site and document library names
In SharePoint, navigate to the document library that you are attempting to connect to. Copy the URL of this location; it will typically take the form of:
Example 1: Shared Documents
https://companyname.sharepoint.com/sites/supportzone/Shared%20Documents/Forms/AllItems.aspx API Base URL:https://companyname.sharepoint.com Site Name: /sites/supportzone Document Library Name: Shared Documents (replace the %20 from the URL with a space)
Example 2: Custom Document Library
https://companyname.sharepoint.com/sites/sandworm/Arrakis/Forms/AllItems.aspx API Base URL:https://companyname.sharepoint.com Site Name: /sites/sandworm Document Library Name: Arrakis (replace any %20 from the URL with spaces)
The /Forms/AllItems.aspx portion of the URL indicates that the location is a document library but is not used in the configuration of the integration.
- Place an Integrations widget on a page, space, or dashboard. For more information, see Placing and setting up a widget.
- Select the placed widget's Edit button.
- Under Integration Library, select Igloo Integration Library.
- Select Office 365 Sharepoint from the library.
- Review and make changes to the settings on the Options and Appearance tabs. You can find details about the widget's settings in the Settings section below.
- In the widget editor, select Update to apply your changes.
- At the bottom of your page, space, or dashboard, select Publish or Save as Draft to save your changes.
O365 administrator sign-in
The first time you ever set up the integration in your digital workplace, your Office 365 administrator must sign in to it using the Sign in as Microsoft Admin link on the authentication prompt of the integration. This only needs to be done once per Office 365 environment. Once an O365 administrator grants permissions to the app, the integration can be used anywhere in your digital workplace without additional administrator approvals.
After an O365 administrator grants permissions, edit the integration to disable and hide the Sign in as Microsoft Admin link.
Enter a title for the widget. The title appears as a heading above the widget's contents. You should use the title to provide context to the widget and better structure a page's content by clearly denoting different sections.
When entering a title, you do so only for your currently selected language. If your digital workplace supports multiple languages, you should select Translation and enter a title for each supported language.
This field can contain a maximum of 140 characters.
Enter the URL of a location in your digital workplace. Users who click the widget's title, if it has one, will go to this location. Whether you enter the link as a relative URL or an absolute URL does not matter, it will convert to an absolute URL the next time you edit the widget.
This field can contain a maximum of 2,083 characters.
Enter a description for the widget. The description appears between the title and the widget's contents. You can use this text to provide information to users about the widget.
When entering a description, you do so only for your currently selected language. If your digital workplace supports multiple languages, you should select Translation and enter a description for each supported language.
|Azure Tenant ID
Enter the default value of
Refer to Microsoft's article, How to find your Azure Active Directory tenant ID, for instructions on locating this value.
Enter the path of the site that you want to show. For example,
See the Finding site and document library names section above to find the site name. If you leave this field blank, it will default to your SharePoint's home/main site.
Document Library Name
Enter the path of the document library that you want to show. For example,
See the Finding site and document library names section above to find the document library name. If left blank, this field defaults to Shared Documents.
|Initial Folder Path
Enter the path of the initial folder that you want to show. Users cannot browse or search for files that are not in this folder. For example,
|API Base URL
Enter the URL of your Office 365 Sharepoint online instance. This URL is the same one that you would use when accessing the repository in your browser (e.g., https://mystorage.sharepoint.com).
If left blank, the integration will automatically select the API Base URL associated with the O365 account a user authenticates with.
|Show the admin consent login link
Select Enable to show the Sign in as Microsoft Admin link on the authentication prompt of the integration; deselect Enable to not show this link.
See the Office 365 administrator sign-in section above to better understand when to select this option.
|Enable View in Office Online
Select Enable to show the View in Office 365 option in a file's actions menu; deselect Enable to not show this option.
|Enable Auto Height
Select Enable to make the height of the integration responsive to the amount of content; deselect Enable to give the integration a fixed height (scrollbars will be available to navigate locations with large amounts of files or folders). If enabled, the Height option on the Appearance tab must be set to Auto (default state).
Select Enable to give users the ability to search the connected repository; deselect Enable to prevent users from searching the repository.
|Show Last Modified
Select Enable to show the Last Modified column; deselect Enable to hide this column.
|Show File Type
Select Enable to show the File Type column; deselect Enable to hide this column.
|Show File Size
Select Enable to show the Size column; deselect Enable to hide this column.
|Enter CSS class selectors to provide additional styling to the widget. For more information, see Applying custom CSS to widgets.
|Select the height of the widget.
The default value is Auto (leftmost slider position) scales the widget's height to fit its contents. You can use the slider to set a fixed height between 50px to 600px in increments of 50px.
Selecting a height less than what is needed to display its contents results in the widget having a vertical scrollbar.
Your digital workplace's theme overwrites many of the settings on the Appearance tab. However, the settings listed above are usable.