Microsoft SharePoint_ How to Connect and Collect

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In this article:

• Microsoft SharePoint Overview

• Microsoft SharePoint Requirements

• How to Connect and Collect Using Microsoft SharePoint

Microsoft SharePoint Overview

Microsoft SharePoint is a web-based collaborative platform that is often part of the Microsoft 365 offering. Onna supports SharePoint online collections by connecting directly with the API to collect all information in native format. The integration collects all data and metadata from an entire SharePoint site.

Microsoft SharePoint Considerations

• Onna supports SharePoint online collections by connecting directly with the API to collect all information in native format. The integration collects all data and metadata from an entire SharePoint site.

• Since Sharepoint isn’t an “Enterprise” connector (supporting shared credentials) it can’t be pre-populated as a shared credential or scoped across the entire organization. It’s site/data access is limited by the user account used to connect. Ideally one would use an account with greater site/data access when utilizing this connector. This would likely be a service account of some sort.

Microsoft SharePoint Requirements

• In order to collect from a user, you will need their individual login credentials.

How to Connect and Collect Using Microsoft SharePoint

To create a new Microsoft SharePoint collection follow the steps below:

Step 1

Click on ‘Workspaces’ in the main menu (a), then click on the workspace where you’d like to add a new sync (b).

Step 2

Click on the ‘+’ icon in the upper right corner to add a new source

Step 3

Select the Microsoft SharePoint connector from your list of available connectors.

Step 4

You’ll now begin your source configuration by naming your source in the ‘Name’ field (a). Then, click ‘Configure’ (b).

Step 5

Enter your Microsoft username (a) and click the blue ‘Next’ button (b)

Step 6

Enter the password for your Microsoft account (a) and then click the blue ‘Sign in’ button (b).

Step 7

You’ll now select the sites you want to include in your collection (a). If you want to sync future content, put a check in the box next to ‘Sync any root site created in the future’(b). Then, select your synchronization mode (c) and set your sync start and/or end dates (d). Finally, click the blue ‘Done’ button (e).

Step 8

You’ll now see your new source appear alphabetically in the list of ‘Connected sources’ in your workspace.