Summary

This article describes the configuration steps required in within Microsoft to allow SharePoint access from InfoBurst. Please consult your Microsoft administrators to determine the required authentication method and then complete the steps described in this article.

Authentication Methods

There are three methods of authentication. Consult your Microsoft Entra ID administrator to determine which method is required in your Microsoft environment.

Microsoft Entra ID OAuth	Requires an application registered in Microsoft Entra ID (with a secret and callback URI). Allows individual users to access SharePoint using OAuth token-based authentication.
Microsoft Entra ID App + Cert	Requires an application registered in Microsoft Entra ID and configured to use a certificate and private key. Allows application-level access to the SharePoint site.
SharePoint App	Requires an application registered in SharePoint. This is a legacy SharePoint authentication method. Microsoft recommends use of Microsoft Entra ID OAuth or App + Cert.
User Credentials	Requires SharePoint site URL and SharePoint user credentials. We do not recommend creating a new SharePoint Platform of this type as Microsoft is deprecating this authentication method.

Microsoft Entra ID OAuth

This authentication method requires a server callback from Microsoft. This callback requires InfoBurst to be SSL-enabled. Enable SSL before proceeding with below steps.

The App Secret has an expiry date designated by the Microsoft Entra ID administrator. An expired Secret will prevent InfoBurst from authenticating to SharePoint. Plan to update the Secret in Microsoft Entra ID and SharePoint Platform accordingly.

Step 1 (InfoBurst): Obtain Callback URI	Select System > Configuration > Authentication Select OAuthCallbackURI Note value for use in Microsoft Entra ID
Step 2 (Microsoft Entra ID): Register App	Select App Registrations Select New registration Enter a Name Under Redirect URI select Web Enter Callback URI from Step 1 Select Register Note Application (client) ID for use in InfoBurst Select Certificates & secrets Select New client secret Enter Description Select Expiry Select Add Note Value for use in InfoBurst
Step 3 (Microsoft Entra ID: Grant API Permissions	Open App registrations Select the App created in Step 1 Select API Permissions Select Add a permission Select SharePoint Select Delegated permissions Select AllSites.Manage Select Add Permissions
Step 4 (InfoBurst): Create SharePoint Platform	Select System > Platforms > New Platform Select Type > SharePoint Enter Name Enter SharePoint Site URL (example: https://acme.sharepoint.com/Accounting) Select Authentication > Microsoft Entra ID OAuth Enter Application ID and Application Client Secret Select Save Select Begin Authentication (new Microsoft authentication tab opens). This step adds Platform Credentials only for the InfoBurst administrator user. See User Access below for user Platform Credentials process. Select Accept Return to InfoBurst Select Close

User Access

Each InfoBurst intending to use the SharePoint Platform must first add Platform Credentials:

Select the user profile (username top right)
Select Platform Credentials
Select +
Select the SharePoint Platform
Select Begin Authentication (new Microsoft authentication tab opens)
Select Accept
Return to InfoBurst
Select Close

Token Maintenance

User authentication tokens issued by Microsoft can expire. Use the following process to renew an authentication token:

Select user profile
Select Platform Credentials
Select the SharePoint Platform
Select Update Authentication to renew token

Microsoft Entra ID App + Cert

Microsoft requires for this authentication method an X.509 certificate (.cer):

https://learn.microsoft.com/en-us/sharepoint/dev/solution-guidance/security-apponly-azuread

The corresponding Personal Information Exchange file (.pfx) and Private Key Password are required for the InfoBurst SharePoint Platform described in Step 6 below.

The certificate has an expiry date designated by the certificate creator. An expired certificate will prevent InfoBurst from authenticating to SharePoint. Plan to update the certificate in Microsoft Entra ID and SharePoint Platform accordingly.

Step 1 (Microsoft Entra ID): Register App	Select App Registrations Select New registration Enter a Name Select Register Note Application (client) ID and Directory (tenant) ID for use in InfoBurst Select Certificates & secrets Select Certificates Select Upload certificate Select Select a file to upload certificate Select Add
Step 2 (Microsoft Entra ID): Grant API Permissions	Open App registrations Select the App created in Step 1 Select API Permissions Select Add a permission Select SharePoint Select Application permissions Select Sites.FullControl.All Select Add Permissions This permission level requires Admin consent. Consult your Microsoft Entra ID administrator for details.
Step 6 (InfoBurst): Create SharePoint Platform	Select System > Platforms > New Platform Select Type > SharePoint Enter Name Select Authentication > Microsoft Entra ID App + Cert Enter Application ID and Directory (Tenant) ID Select Save Select Choose File and select the .pfx file Enter the Private Key Password Select Upload Select Save Select Test Logon

SharePoint App

The full SharePoint App creation process is described in the following Microsoft article:

https://docs.microsoft.com/en-us/sharepoint/dev/solution-guidance/security-apponly-azureacs

The App Secret has an expiry date (default = 1 year). An expired Secret will prevent InfoBurst from authenticating to SharePoint. Plan to update the Secret in SharePoint and the SharePoint Platform accordingly.

This authentication type is considered legacy by Microsoft and is not recommended. We recommend Microsoft Entra ID OAuth or App + Secret.

Step 1 (SharePoint):
Generate Client ID and Secret

Browse to https://<TENANT>/sites/<SITE>/_layouts/15/appregnew.aspx
Client Id: Select Generate and note value for use in InfoBurst
Client Secret: Select Generate and note value for use in InfoBurst
App Domain: Enter www.infosol.com
Redirect URI: Enter https://www.infosol.com
Select Create

Step 2 (SharePoint):
Grant Access

Site-Level Access

Browse to https://<TENANT>/sites/<SITE>/_layouts/appinv.aspx
Enter the App Id (Client Id) from Step 1 and select Lookup
Enter the following Permission Request XML:

<AppPermissionRequests AllowAppOnlyPolicy="true">

<AppPermissionRequest Scope="http://sharepoint/content/sitecollection" Right="FullControl" />

</AppPermissionRequests>

Select Create
Select Trust It

Tenant-Level Access

Browse to https://<TENANT>-admin.sharepoint.com/_layouts/appinv.aspx
Enter the App Id from Step 1 and select Lookup
Enter the following Permission Request XML:

<AppPermissionRequests AllowAppOnlyPolicy="true">

<AppPermissionRequest Scope="http://sharepoint/content/tenant" Right="FullControl" />

</AppPermissionRequests>

Select Create
Select Trust It

Step 3 (InfoBurst):
Create SharePoint Platform

Select System > Platforms > New Platform
Select Type > SharePoint
Enter Name
Enter SharePoint Site URL (example: https://acme.sharepoint.com/Accounting)
Select Authentication > SharePoint App
Enter Application ID and Application Client Secret
Select Save
Select Test Logon
Select OK

User Credentials

This authentication type is considered legacy by Microsoft and may not function in your Microsoft environment. We recommend Microsoft Entra ID OAuth or App + Secret.

Step 1 (InfoBurst):
Create SharePoint Platform

Select System > Platforms > New Platform
Select Type > SharePoint
Enter Name
Enter SharePoint Site URL (example: https://acme.sharepoint.com/Accounting)
Select Authentication > User Credentials
Select Save
Add SharePoint credentials for the current InfoBurst user
Select Save
Select Test Logon
Select Close

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