O365 SharePoint Document Library integration

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

SharePoint on-premises

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.

Widget layout

The O365 Sharepoint integration on a page.

Location Description
Breadcrumbs

Use the breadcrumbs at the top of the file and folder list to navigate back to a parent folder.
Search

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. 
Add 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.
Delete folder

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.
Upload files

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. 
Actions menu

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).
Log out

Select Log out in the bottom right hand corner of integration to sign out. 
Legend

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:

Parts of a SharePoint URL.

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.  

Set up

  1. Place an Igloo_IntegrationsWidget_IconSmall.svg Integrations widget on a page, space, or dashboard. For more information, see Placing and setting up a widget. 
  2. Select the placed widget's Edit button.
  3. Under Integration Library, select Igloo Integration Library.
  4. Select  Office 365 Sharepoint from the library.
  5. 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.
  6. In the widget editor, select Update to apply your changes.
  7. 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.

Settings

Options tab

Setting Description
Title

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.
Title link

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.
Description

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.
General options
Setting Description
Azure Tenant ID

Enter the default value of common. If you are experiencing issues with connecting to SharePoint, enter your Azure tenant ID.

Refer to Microsoft's article, How to find your Azure Active Directory tenant ID, for instructions on locating this value.
Site Name

Enter the path of the site that you want to show. For example, /sites/site_name or /sites/collection_name/site_name if the site is part of a collection.

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, HR Documents.

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, /standard operating procedures. The default value  / corresponds to the root of the connected repository. 
Integration options
Setting Description
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.

The Sign in as Microsoft Admin button.
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.


The View in Office 365 button.
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). 
Show search

Select Enable to give users the ability to search the connected repository; deselect Enable to prevent users from searching the repository.

The widget's search box.
Show Last Modified

Select Enable to show the Last Modified column; deselect Enable to hide this column.
The Last Modified column.
Show File Type

Select Enable to show the File Type column; deselect Enable to hide this column.
The File Type column.
Show File Size

Select Enable to show the Size column; deselect Enable to hide this column.
The Size column.
Advanced options

Appearance tab

Appearance options
Setting Description
Class

 Enter CSS class selectors to provide additional styling to the widget. For more information, see Applying custom CSS to widgets.
Height

 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.

Note

Your digital workplace's theme overwrites many of the settings on the Appearance tab. However, the settings listed above are usable.