Microsoft SharePoint Set Up
This three step guide will walk your Microsoft Administrator through how to create the Capacity App integration in Microsoft Azure.
STEP 1: Register Capacity Application
- Log into Microsoft Azure as an administrator from https://portal.azure.com
- Locate the search bar at the top of the page and search “App Registrations”.
- Enter the “App registrations” menu and select “New registration”.
- In the popup pane, fill in the following:
- Name: Capacity
- Redirect URL: https://auth.capacity.com/v1/dev_oauth/callback
- Click “Register” at the bottom of the page. Now you should see a new app appearing on the App registration pane
STEP 2: Set API Permissions
- Select the newly created app, click on “API Permissions”.
- Add the following permissions to Capacity:
- Microsoft Graph
- Files.Read.All
- Offline_access
- Sites.Read.All
If admin consent has not been provided, you must grant admin consent for all.
Microsoft recently released functionality to implement App Only Sites.Selected permissions. Additional information can be found in this Microsoft Sharepoint blog post.
To complete Capacity’s integration, you will need to get an Application ID, Application Secret and a Directory ID to forward to your Customer Success Manager.
Application ID
The Application ID can be found by navigating to the Capacity app that was just created and clicking into the Overview Menu.
Application Secret
- Select Certificates and Secrets from the Capacity app’s side menu bar.
- Go to Client Secrets. Click on New Client Secret and enter a description.
- Click on the Expires dropdown menu and select Never Expires. Click “Save”.
- The Application Secret will display in the Value column and is a randomly generated string of text.
- Add a new URL to the Redirect URLs: https://auth.capacity.com/v1/dev_oauth/callback. Then click Save.
Directory ID
You can locate your Directory ID by navigating to the Azure Active Directory from your Microsoft Azure Portal, then select “Properties.”
STEP 3: Forward App IDs and SharePoint URL to Capacity
Once you have obtained your Application ID, Application Secret, and Directory ID please forward them to your Customer Success Manager along with your SharePoint URL. The URL looks like this: https://{{domain}}.sharepoint.com/. Additionally, if you'd like to limit your SharePoint search to specific sites, please provide your CSM with the site URLs.
Once we have this information we our engineers can complete the integration.