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Update Sharepoint Online connector documentation (#119933)
Co-authored-by: Liam Thompson <[email protected]>
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docs/reference/connector/docs/connectors-sharepoint-online.asciidoc

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@@ -75,12 +75,10 @@ Follow these steps:
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* Leave the *Redirect URIs* blank for now.
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* *Register* the application.
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* Find and keep the **Application (client) ID** and **Directory (tenant) ID** handy.
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* Locate the **Secret** by navigating to **Client credentials: Certificates & Secrets**.
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* Select **New client secret**
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* Pick a name for your client secret.
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Select an expiration date. (At this expiration date, you will need to generate a new secret and update your connector configuration.)
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** Save the client secret **Secret ID** before leaving this screen.
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** Save the client secret **Value** before leaving this screen.
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* Create a certificate and private key. This can, for example, be done by running `openssl req -x509 -nodes -days 365 -newkey rsa:2048 -keyout azure_app.key -out azure_app.crt` command. Store both in a safe and secure place
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* Locate the **Certificates** by navigating to **Client credentials: Certificates & Secrets**.
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* Select **Upload certificate**
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* Upload the certificate created in one of previous steps: `azure_app.crt`
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* Set up the permissions the OAuth App will request from the Azure Portal service account.
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** Navigate to **API Permissions** and click **Add Permission**.
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** Add **application permissions** until the list looks like the following:
@@ -114,6 +112,24 @@ When entities are not available via the Graph API the connector falls back to us
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[discrete#es-connectors-sharepoint-online-oauth-app-permissions]
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====== SharePoint permissions
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Microsoft is https://learn.microsoft.com/en-us/sharepoint/dev/sp-add-ins/retirement-announcement-for-azure-acs[retiring Azure Access Control Service (ACS)]. This affects permission configuration:
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* *Tenants created after November 1st, 2024*: Certificate authentication is required
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* *Tenants created before November 1st, 2024*: Secret-based authentication must be migrated to certificate authentication by April 2nd, 2026
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[discrete#es-connectors-sharepoint-online-oauth-app-certificate-auth]
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===== Certificate Authentication
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This authentication method does not require additional setup other than creating and uploading certificates to the OAuth App.
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[discrete#es-connectors-sharepoint-online-oauth-app-secret-auth]
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===== Secret Authentication
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[IMPORTANT]
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====
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This method is only applicable to tenants created before November 1st, 2024. This method will be fully retired as of April 2nd, 2026.
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====
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Refer to the following documentation for setting https://learn.microsoft.com/en-us/sharepoint/dev/solution-guidance/security-apponly-azureacs[SharePoint permissions^].
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* To set `DisableCustomAppAuthentication` to false, connect to SharePoint using PowerShell and run `set-spotenant -DisableCustomAppAuthentication $false`
@@ -219,8 +235,17 @@ The tenant name for the Azure account hosting the Sharepoint Online instance.
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Client ID::
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The client id to authenticate with SharePoint Online.
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Authentication Method::
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Authentication method to use to connector to Sharepoint Online and Rest APIs. `secret` is deprecated and `certificate` is recommended.
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Secret value::
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The secret value to authenticate with SharePoint Online.
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The secret value to authenticate with SharePoint Online, if Authentication Method: `secret` is chosen.
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Content of certificate file::
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Content of certificate file if Authentication Method: `certificate` is chosen.
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Content of private key file::
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Content of private key file if Authentication Method: `certificate` is chosen.
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Comma-separated list of sites::
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List of site collection names or paths to fetch from SharePoint.
@@ -588,12 +613,10 @@ Follow these steps:
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* Leave the *Redirect URIs* blank for now.
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* *Register* the application.
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* Find and keep the **Application (client) ID** and **Directory (tenant) ID** handy.
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* Locate the **Secret** by navigating to **Client credentials: Certificates & Secrets**.
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* Select **New client secret**
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* Pick a name for your client secret.
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Select an expiration date. (At this expiration date, you will need to generate a new secret and update your connector configuration.)
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** Save the client secret **Secret ID** before leaving this screen.
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** Save the client secret **Value** before leaving this screen.
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* Create a certificate and private key. This can, for example, be done by running `openssl req -x509 -nodes -days 365 -newkey rsa:2048 -keyout azure_app.key -out azure_app.crt` command. Store both in a safe and secure place
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* Locate the **Certificates** by navigating to **Client credentials: Certificates & Secrets**.
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* Select **Upload certificate**
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* Upload the certificate created in one of previous steps: `azure_app.crt`
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* Set up the permissions the OAuth App will request from the Azure Portal service account.
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** Navigate to **API Permissions** and click **Add Permission**.
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** Add **application permissions** until the list looks like the following:
@@ -627,6 +650,23 @@ When entities are not available via the Graph API the connector falls back to us
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[discrete#es-connectors-sharepoint-online-client-oauth-app-permissions]
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====== SharePoint permissions
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Microsoft is https://learn.microsoft.com/en-us/sharepoint/dev/sp-add-ins/retirement-announcement-for-azure-acs[retiring Azure Access Control Service (ACS)]. This affects permission configuration:
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* *Tenants created after November 1st, 2024*: Certificate authentication is required
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* *Tenants created before November 1st, 2024*: Secret-based authentication must be migrated to certificate authentication by April 2nd, 2026
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[discrete#es-connectors-sharepoint-online-client-oauth-app-certificate-auth]
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===== Certificate Authentication
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This authentication method does not require additional setup other than creating and uploading certificates to the OAuth App.
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[discrete#es-connectors-sharepoint-online-client-oauth-app-secret-auth]
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===== Secret Authentication
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[IMPORTANT]
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====
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This method is only applicable to tenants created before November 1st, 2024. This method will be fully retired as of April 2nd, 2026.
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====
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Refer to the following documentation for setting https://learn.microsoft.com/en-us/sharepoint/dev/solution-guidance/security-apponly-azureacs[SharePoint permissions^].
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* To set `DisableCustomAppAuthentication` to false, connect to SharePoint using PowerShell and run `set-spotenant -DisableCustomAppAuthentication $false`
@@ -742,8 +782,17 @@ The tenant name for the Azure account hosting the Sharepoint Online instance.
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`client_id`::
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The client id to authenticate with SharePoint Online.
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`auth_method`::
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Authentication method to use to connector to Sharepoint Online and Rest APIs. `secret` is deprecated and `certificate` is recommended.
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`secret_value`::
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The secret value to authenticate with SharePoint Online.
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The secret value to authenticate with SharePoint Online, if auth_method: `secret` is chosen.
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`certificate`::
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Content of certificate file if auth_method: `certificate` is chosen.
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`private_key`::
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Content of private key file if auth_method: `certificate` is chosen.
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`site_collections`::
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List of site collection names or paths to fetch from SharePoint.

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