Use SharePoint as drawing library

  Information

This feature is currently under development and new functionality is expected to be added incrementally.

Why are we using an add-in account?

(Følg for norsk versjon).

Before you can use SharePoint as storage for drawings used by Plania, a SharePoint administrator has to create an add-in account for Plania in the SharePoint admin console. The account information, client ID and client secret, must then be added in Plania's settings. 

An add-in account is used instead of having to create a dummy user account for systems that require access to certain sites, lists or functionality inside SharePoint.

A SharePoint administrator or site collection will have to add Plania's add-in account to all sites and/or libraries where drawings referenced in Plania will be stored. Plania requires read-access to the location where the drawing file is stored, so your SharePoint administrator can make adjustments to the XM

 

Create an add-in account for Plania

Role: SharePoint administrator
See these instructions

Enter values for the follow form fields. Client ID and client secret must be copied and saved in a safe place for later use! 

  • Add-in ID. We recommend using an automatically generated ID by pressing Generate

  • Add-in Secret. Also known as the client secret, an opaque string. It is generated on the AppRegNew.aspx page by using the Generate button.

  • Title. A user-friendly title; for example, "Plania FDV Tegninger" since it will then be easy to identify why the add-in has access
  • Add-in Domain. Not in use by Plania. Enter organization's default value.
  • Redirect URI:. Not in use by Plania. Enter organization's default value.

Important note: Add-in accounts expire by default after one year. Follow these instructions.

Grant Plania add-in account access to a given site

Role: Site collection administrator

Note: Plania currently only requires read-permissions. Access is granted per site collection.  

The following is needed: XML-code below and the client ID created in the previous section. 

  1. Go to a site collection where drawings are stored and go to  https://<tenant>.sharepoint.com/<sitecollection>/_layouts/15/AppInv.aspx

  2. Copy the client ID and paste into the input field and press "Lookup"
    Expected that the information entered by the SharePoint administrator is now copied into the other input fields

  3. Enter the following Permission Request XML: 
    <AppPermissionRequests AllowAppOnlyPolicy="true">
    <AppPermissionRequest Scope="http://sharepoint/content/sitecollection" Right="Read"/>
    <AppPermissionRequest Scope="http://sharepoint/content/sitecollection/web" Right="Read"/>
    </AppPermissionRequests>
    Press Create. 

  4. In the next window, press Trust it
    trust.PNG

Enter SharePoint add-in credentials in Plania setup

Role: Plania system administrator

Enter the Client ID and Client secret in Plania settings (kundeprofil)

kundeprofilSharePoint.png

 

 

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