Microsoft 365/SharePoint Online integration
ThoughtFarmer's Microsoft 365 integration allows OneDrive and SharePoint Online files and folders to be linked and embedded in intranet pages, and searched from the intranet using ThoughtFarmer's cloud drive integration features. To use cloud integration features such as linking and search, Microsoft 365 integration must be enabled. Follow the instructions below to first configure and register an app with Microsoft Entra ID, and then set up the integration with your ThoughtFarmer intranet.
For user instructions on Microsoft 365 integration features, see Cloud drive integrations.
Microsoft Graph is a developer platform that allows ThoughtFarmer to integrate with Microsoft Entra ID and Microsoft 365. Configuring ThoughtFarmer with Entra ID requires granting some permissions to Microsoft Graph.
Configure/Register App with Microsoft Entra ID
Note that the integration with Microsoft 365 requires that the ThoughtFarmer site is running using HTTPS. Also, one of the steps in this process requires the user accessing the Azure portal to be an Admin.
- Go to the Azure portal home page.
- Click Microsoft Entra ID on the left.
- Click App registrations in the new left hand menu that appears.
- Click New registration.
- Enter the following settings:
- Name: Enter a name for the app registration (eg. ThoughtFarmer).
- Supported account types: Your ThoughtFarmer application's account type. Pick "Accounts in this organizational directory only (Single tenant)"
-
Redirect URI:
- Single Page Application (SPA) (drop down option)
- Enter the URL for the ThoughtFarmer site with "/office365" at the end
e.g. https://intranet.thoughtfarmer.com/office365 (This should still be /office365 though the product's name has been changed to Microsoft 365.)
- Click the Register button. Once the registration is complete you will see the details of the registered app.
- Confirm the display name and supported account types are correct.
- Click Authentication on the left to double check the redirect URI for your application.
- Redirect URI - Make sure it is your site URL/office365 eg. https://intranet.thoughtfarmer.com/office365. (This should still be /office365 even though the product's name has been changed to Microsoft 365.) Type is "Web".
- Redirect URI - Make sure it is your site URL/office365 eg. https://intranet.thoughtfarmer.com/office365. (This should still be /office365 even though the product's name has been changed to Microsoft 365.) Type is "Web".
- Click API permissions, then +Add a permission to set the permissions for the APIs we wish to use.
- Add Microsoft Graph:
- Select Microsoft Graph.
- Click Delegated permissions, under Files, select Files.Read.All (Read all files that user can access).
- Click Add permissions at the bottom.
- Click Grant permissions at the bottom. When the permissions apply correctly you will see a success message.
- Select Microsoft Graph.
- (Optional: If your organization only uses OneDrive and not SharePoint Online, this step is not required.)
Add Microsoft 365 SharePoint Online:- Click Add a permission.
- Scroll down until you see Sharepoint, click on it.
- Click Delegated permissions, under Sites, select Sites.Search.All (Run search queries as a user).
- Click Add permissions.
- Click Grant admin consent. (The user accessing the Azure Portal must be an Admin to be able to grant these permissions for SharePoint. If the user does not have the correct permissions then an error will occur when granting permission.) When the permissions apply correctly you will see a success message.
- Click Authentication on the left navigation. Under the Implicit grant and hybrid flows section,
enable both ID Tokens and Access Tokens. Save the change.
Enable Microsoft 365/SharePoint Online integration
- On your ThoughtFarmer intranet site, go to the Admin panel: Integrations section > Cloud drives page.
- Under the Microsoft 365 tab, click the toggle beside Microsoft 365 integration to turn it ON.
- In the Microsoft 365 tenant name box, enter the Directory Tenant ID shown on the Overview screen for the application. Click Save beside the Microsoft 365 tenant name box.
- Click in the Microsoft 365 Client Id box and paste the Application ID Value. Click Save beside the Microsoft 365 Client Id box.
- In the Sharepoint Online URL box, enter the top-level domain of your organization's SharePoint URL (eg. https://yourdomain.sharepoint.com) Click Save beside the Microsoft 365 SharePoint URL box.
- If you want to allow users to search Microsoft 365 (OneDrive/Sharepoint Online) from the intranet, select either the OneDrive or OneDrive and Sharepoint Online radio buttons under Search Microsoft 365, depending on what you want to be available search.
- When Search Microsoft 365 is enabled, another option appears that controls the maximum number of OneDrive/SharePoint Online search results that will appear in the Find-as-you-type search results. To edit the number of results, click the pencil icon, enter the new number and click Save. (To learn more about cloud drive search, see Search cloud drives.)
- Log into the intranet in a new private browsing session.
- Go to the Admin panel: Integrations section > Cloud drives page > Microsoft 365 tab > click Log In.
- A screen should open prompting for M365 / SharePoint credentials. Enter your credentials and complete the login flow. These credentials are used to test the connection and will not be saved or accessible to other users.
- If successful, you should see a message to confirm:
- If the credential window opens and immediately closes when you click to login, please wait 5-10 minutes and retest. If issues persist, contact the Helpdesk.
- Microsoft 365 integration is now enabled.
Configure Microsoft 365/SharePoint Online integration for mobile app
Note: Ensure that you have completed all of the above steps on this page before performing this configuration.
For Microsoft cloud drive integration to work on the ThoughtFarmer mobile app, the following one-time configuration needs to be completed.
- Login to the Microsoft Azure Portal https://portal.azure.com/
- Open the App Registration you created. Click Authentication in the left navigation.
- Click +Add a platform.
- Select Mobile and desktop applications.
- In the Custom redirect URIs, enter com.thoughtfarmer.auth://microsoft-auth/
- Click Configure at the bottom, and then Save.
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