SharePoint Documents

Overview

The SharePoint Report Provider can be used to store files and folders in SharePoint and to use these files for developing and executing report distribution jobs. The SharePoint Report Provider provides access to all SharePoint Sites and Teams Document storage that are available to the Microsoft 365 authenticated user. ReportWORQ uses the common Azure App Registration Configuration and the token acquired from authentication to access available SharePoint Sites and Teams File Document Storage. Once configured, SharePoint documents are accessible through the Report Selection dialog. Please note that document visibility is based on the App Registration's authenticated user and access permissions will need to be set appropriately.

Configuration

The following step must be performed before enabling ReportWORQ to integrate with SharePoint Document Storage:

- Create an Azure App Registration that shares the same Tenant as the SharePoint instance.

To add a SharePoint Report Provider to the list of available providers, ReportWORQ administrators open the Administration screen then click the '+' button beside Report Providers, and select the SharePoint option:

Open the newly created provider to configure it:

• Name: This is a friendly name that describes the SharePoint  Report Provider and will be visible to all users of the ReportWORQ application when browsing for source files. The name must be unique across all defined Report Providers.

• Test: Clicking the '✓' button will either display a success message or show error messages with further information on missing or misconfigured settings.

• Save: the 'Save' saves button changes made to the provider.

• The SharePoint Documents Provider can be enabled or disabled by clicking the checkbox.

You will also need to Edit the Azure App Registration:

1. Click the 'Edit Azure App Registration...' link.

2. Enter the Client ID, Tenant ID and Secret obtained from step 1.

3. For the Graph API, click the 'Authenticate...' link.

4. After authentication, confirm that the SharePoint Report Provider item under the Graph API section shows as configured.

5. Navigate back to the SharePoint Report Provider settings and test the connection.

Using SharePoint Document Storage

To access existing files or to add new files to SharePoint storage, navigate to the Edit Jobs screen and select 'Add a Report' and then expand the SharePoint item. Several sites will be available for file management. To upload files, click the 'Upload Files...' button on a site or folder name. From this screen, users can upload, rename, or delete SharePoint files. Please note that this feature allows a user to directly modify existing files and folders in SharePoint. A rename or delete will modify the existing item in SharePoint for all users.