Before Sync & Save can connect to a site hosted at sharepoint.com, you must register Sync & Save in Microsoft Entra.
Note: You must be an administrator to perform these steps.
- Follow the below instructions taken from Setting up an Azure AD app for app-only access:
- Download the PowerShell script from the Microsoft article or from this help article and save it as Create-SelfSignedCertificate.ps1
- Run PowerShell as administrator and change to the directory where you saved the script.
- In PowerShell run the script using this format:
.\Create-SelfSignedCertificate.ps1 -CommonName "MyCompanyName" -StartDate 2017-10-01 -EndDate 2019-10-01
- Note that the certificate will stop working on the selected EndDate.
- Log in to Microsoft Entra as an administrator.
- Navigate to App registrations > New registration.
- Enter a name for the registration:
- In the new App registration, navigate to Certificates and secrets.
- Upload the .cer certificate file created by the PowerShell script:
- Navigate to API permissions.
- Click Add a permission and select SharePoint.
- Select the Application permissions option.
- Select Sites.FullControll.All and click Add permissions:
- Note that it may be possible to connect using a less expansive permission, but that scenario has not been tested by doForms.
- The new permissions may need to be approved by an administrator.
- In Sync & Save select Tools > Options > Accounts > Sharepoint:
- Change the Authorization Type to Certificate.
- Enter the Site URL (e.g. https://contoso.sharepoint.com)
- Copy the Application (client) ID from the Overview tab of the App registration in Entra and paste it in the Client Id field.
- Click Upload and select the .pfx certificate file created by the PowerShell script.
- Enter the Certificate password you used when generating the certificate.
- Click Test to verify the connection.
Available beginning with version 1.19.0