Connect SharePoint

SharePoint Connection Requirements

To connect PrinterLogic SaaS to SharePoint you need the following:

• A new app registration in the Microsoft Azure Portal.
• Client Secret and Secret ID strings.
• In SharePoint, create one or more folders for the scan destinations.

Add a New Connection

Vasion Automate has a 15 min inactivity timeout. Please be aware that the inactivity timeout applies to the Global Scan Settings screen

1. In the Admin Console, select Tools Settings Scanning.

2. For Scan to Cloud (CPA), select the Scan Settings drop-down and enable the toggle for Enable Scanning with Printer Default Settings. If they're not already configured, you can configure the settings later.

   

3. For Mobile Scan / Scan To Cloud (CPA), select the Cloud Connections drop-down and select Add Connection.
4. Select Microsoft SharePoint, and select Next.

Leave the browser page open on Connect SharePoint.

Open a new browser page to register the application and create Client Secret details on the Microsoft Azure portal.

Create a New App in Azure

App Registration

1. Navigate to https://portal.azure.com/.
2. From the Azure services section, select App registrations.
3. Select New registration and complete the necessary steps in the Register an application page.
   1. Give your app a name.
   2. For the Supported account types, select the Multitenant option.
   3. For the Redirect URI select Web.
   4. Copy the Redirect URI from the Connect SharePoint page and paste it on the text field next to the Web drop-down.
4. Select Register.

Create a Client Secret

1. From the side navigation expand the Manage section and select Certificates & Secrets.
2. Select New client secret.

3. In the Add a client secret panel enter a description and select an expire date.

   Remember to renew the client secret before it expires, or the Scan To Cloud will not be able t connect to the drive after the expiration date.

4. Select Add from the bottom of the panel.

5. Copy the string under the Value column and paste it into the Connect OneDrive page in the Client Secret field.

   Make sure you copy the Client Secret value and save it or paste it into the appropriate field. This value is only visible immediately after creation and is hidden once you navigate away from the page.

Add App Owners

1. Select Owners from the side navigation.
2. Select Add Owners.
3. In the Owners panel check the box next to any users you want to designate as owners for the app.
4. Use the Select button at the bottom of the panel to save the select users as owners.

Grant API Permissions

The SharePoint connection requires both Microsoft Graph and SharePoint API permissions.

1. Under the Manage section on the left-side navigation select API Permissions.
2. Select Add a permission.
3. In the Request API Permissions panel, select Microsoft Graph.
4. Select Delegated Permissions, and select from the following.
   1. In the OpenId permissions section, select offline_access.
   2. Scroll down to the Files section and select Files.ReadWrite.All.
   3. Scroll down to the Sites section and select Sites.ReadWrite.All.
   4. Scroll down to the User section and make sure User.Read is selected.
   5. Select Add Permissions and close the panel.
5. Select Add a permission.
6. Scroll down and select SharePoint.
   1. From the AllSites section, select AllSites.FullControl.
   2. From the MyFiles section, select MyFiles.Write.
   3. From the Sites section, select Sites.SearchAll.
   4. Select Add Permissions.
7. Select the Grant admin consent for MSFT option.
8. Select Yes in the pop-up modal.

Leave the current browser page open. You will need to copy some values from the Azure portal into the SharePoint Connection page.

Create a SharePoint Site

1. In a new browser tab, browse to Office 365 SharePoint and sign in.
2. Select Apps in the left menu.
3. Search for SharePoint and select it.
4. Select an existing site. You can select +Create Site to create a new site for this connection.
5. Copy the site URL from the web browser address bar.

Leave the current browser page open. You will need to copy some values from the Azure portal into the SharePoint Connection page.

Connect SharePoint

Return to the Connect SharePoint page and complete the following:

For customers using Scan To Cloud and Mobile Scanning. You are now ready to continue to adjust any global scan settings, add preset scan locations and install Scan To Cloud (CPA). Go to Scan to Cloud for complete details.