In order to use Microsoft SharePoint as the file repository for Clever Document Links, some information about your SharePoint environment needs to be collected. The SharePoint Setup wizard makes it simple to set-up Microsoft SharePoint to work in association with Clever Document Links.
The wizard can be activated either by changing the File Storage field or selecting the SharePoint Setup action on the Document Links Setup.
Select Next to start the SharePoint setup.
On the basis you should have already created a SharePoint account now, enter the URL for the Sharepoint site you want to point Clever Document Links to. This ensures any documents you store is directed to the correct Sharepoint site. An example of how this URL would look is; https://Clever578.sharepoint.com/sites/DocLinks/CleverDynamicsFolder/
Now, copy the first part of your URL up to the first '/' symbol and add the phrase "Sites.Selected" after it to populate the Scope field. So using the above example, the data for the Scope field would be; https://Clever578.sharepoint.com/Sites.Selected. This field defines the permissions required to access SharePoint so by adding 'Sites.Selected', you're only granting permission to access the selected folder within SharePoint and nothing more. This is the same URL used in your Redirect URI's in Azure.
More information on the purpose of this data can be found here.
For the Library Name, enter the name of the folder you are using to store the documents in SharePoint. An example of how you can find this is below. Select Next to continue through the setup.
If you wish to create a top-level folder within your SharePoint environment then enter this in the Folder Name field. This is optional and can be left blank.
| Note: If the folder does not currently exist in your SharePoint environment it will be automatically created. |
Chose the structure of the folders your wish to use in SharePoint using the Folder Structure selection. the following options are available:
- Single Folder - Flat structure
- Type/No. - Files stored in a logic structure i.e. Customer\Customer No.\FileName
- Company Name/Type/No. - Files stored in a logic structure for multiple companies i.e. Company Name\Customer\Customer No.\FileName
- Company Name\Type - Files stored in a logic structure for multiple companies i.e. Company Name\Customer\File Name
- Type - Files stored in a logic structure i.e. Customer\FileName
Select Next to continue.
Select the Authentication Type you wish to use to access your SharePoint environment. This can either be 'Client Secret' or 'Certificate'. See SharePoint Authentication for more information.
Select Next to continue.
Client Secret
If you selected 'Client Secret' you will be shown the next screen:
To populate the Tenant ID, open up your Azure account, select your App Registration and go to the Overview section. Copy the value in the 'Directory (tenant) ID' and paste it into the Tenant ID field in the SharePoint Setup.
Now, copy the value from the 'Application (Client) ID' in Azure as above and paste that into the Client ID field in Business Central. Finally, retrieve the Value from your Client Secret within Azure and paste that into the Client Secret field.
See the pre-requisites for more information. Select Next to continue.
Certificate
If you selected 'Certificate' as your Authentication Type, you'll get a screen that looks like this.
The Tenant ID and Client ID are both values from Azure, so open up your App Registration in Azure, go to the Overview Page and copy the 'Directory (tenant) ID' and 'Application (Client) ID' and paste them into the fields within Business Central.
Now, select the Import Certificate button in the Setup and select the .pfx file format for the certificate. When you saved this certificate, you would have been asked for a password so enter this password in the Certificate Password field to complete the setup. Press Next to continue.
You should now get the below screen where you can Test Connection to ensure the setup has been completed successfully.
If you receive an error you may use the Back button to amend the entered settings. If the test was successful select the Finish button to complete the SharePoint setup.