Microsoft 365
Enabling file management in SharePoint
Last updated
Enabling file management in SharePoint
Last updated
Lab Atlas can be connected to your organization's Microsoft 365 account to enable project file management in Sharepoint. Connecting your SharePoint workspace to Lab Atlas is a two-step process:
Create an Entra ID App.
Register the app with Lab Atlas.
Access to SharePoint is accomplished with an Entra ID (formerly Active Directory) application, which grants Lab Atlas the ability to access your environment through Microsoft's Graph API.
Log into the . From the services menu, select Microsoft Entra ID.
On the Entra ID page, make a note of the Primary Domain value.
Click the 'App Registrations' tab in the 'Manage' menu, and then click the 'New Registration' button.
Give your application a distinct name (eg. Lab Atlas). Under 'Supported Account Types', make sure the default value is selected ("Accounts in this organizational directory only"). Do not add a Redirect URI. Click 'submit'.
When you are redirected to the details page for your new application, make a note of the Client ID and Tenant ID values.
We also need to generate a Client Secret ID for authentication. Click 'Add a certificate or secret'.
On the next page, click 'New client secret'. In the window that opens, provide a name for your secret key and set the expiration date. Click 'Add'.
Important: If you set an expiration date for your key, be sure to refresh your secret and update Lab Atlas before the expiration date!
When your secret key is created, make a note of the Value and Secret ID values.
Next, we need to grant your application permission to access resources in your Microsoft account. Click on the 'API Permissions' tab of the application details page.
Click 'Add a permission'. When asked to choose an API, select 'Microsoft Graph'. When asked to choose permission type, select 'Application Permissions'.
Search-for and add the following permissions:
Files.ReadWrite.All
Sites.Read.All
User.Read.All
You will notice that some of the selected permissions require consent to be granted on behalf of the organization. Unless you are logged-in as an admin user, you will have to to get an admin to sign in and perform this task for you.
Log into Lab Atlas and go to the Admin Dashboard. Go to the Integrations menu and click the 'Microsoft 365' option. Click the button to add a new registration.
In the popup window, provide the following information:
Name: a display name for your Azure integration or account.
Domain: the primary domain of your Microsoft account, as found in your Azure AD dashboard. This typically takes the format of myorganization.onmicrosoft.com.
Tenant ID: the tenant/directory ID of your Azure AD app.
Client ID: the client/application ID of your Azure AD app.
Client Secret: the secret value generated for your Azure AD app (not the Secret ID).
Click 'Submit'. If the information you have provided is correct, the integration will complete successfully and the Azure Integration page will reload.
Once you have successfully integrated your Microsoft environment, you can connect SharePoint site document drives to Lab Atlas. Currently, this serves only to allow Lab Atlas to browse and write project files & folders to the Drives that support SharePoint sites. Lab Atlas does not have the ability to read or publish any other SharePoint data, and does not have the ability to connect to private OneDrive Drives.
Click the 'Add SharePoint Site' button.
On the popup window, search-for and select the SharePoint Site you want to connect to.
Select from the available site drives you would like to connect.
Provide a Display Name for the Drive. This is the label that will be used in Lab Atlas.
Provide the directory you would like to be the Root Path of the drive.
Click 'Submit' to complete the registration. Once complete, the selected SharePoint Site and attached Drive will be displayed on the page.
If you'd prefer not to grant Lab Atlas access to all of your organization's SharePoint sites, you can use the Sites.Selected permission in place of Sites.Read.All. You can refer to this article for instructions on granting your Entra ID app access to sites:
Before you can browse or write project files to connected drives, you have to .
