Generate ClientID and SecretKey for SharePoint Integration

Whatfix-SharePoint integration enables you to fetch and display articles in SharePoint as contextual links within the Self Help widget.

To enable SharePoint integration with restricted access to subsites, you must first generate the following credentials and keep them handy.

• Client ID
• Client Secret Key

Generating a Client ID and Secret Key for SharePoint Integration is a two-step process.
Step 1: Register the Add-In
Step 2: Grant permissions for the Add-in

Step 1 : Register the Add-In

1. Log in with an admin account on the parent site, and then go to the following URL:

https://<sitename>.sharepoint.com/_layouts/15/appregnew.aspx

• For sites: Replace the <sitename> in the above URL with your site name.
  For example, if your SharePoint site is https://abcd.sharepoint.com, then replace the <sitename> with abcd.

• For subsites: To add subsites, append your subsite name to the site URL.
  For example, if your subsite URL is of the form: https://abcd.sharepoint.com/sites/subsite1, then the above URL is https://abcd.sharepoint.com/sites/subsite1/_layouts/15/appregnew.aspx

2. Enter the following information on the page that is displayed when you first visit the URL.
   

3. Click Create.

Step 2: Grant Permissions for the Add-in

Once the Add-In is registered, the next step is to set the permissions for that add-in to access the SharePoint data.

1. Go to the following URL in the browser.
   This redirects to the Grant permission page.

https://<sitename>.sharepoint.com/_layouts/15/appinv.aspx

• For sites: Replace the <sitename> in the above URL with your site name.
  For example, if your SharePoint site is https://abcd.sharepoint.com, then replace the <sitename> with abcd.

• For subsites: To add subsites, append your subsite name to the site URL.
  For example, if your subsite URL is of the form: https://abcd.sharepoint.com/sites/subsite1, then the above URL is https://abcd.sharepoint.com/sites/subsite1/_layouts/15/appinv.aspx

2. Enter the Client ID (which you have generated earlier) in the App Id textbox, and click Lookup.
   

3. In the App's Permission Request XML section, enter the following permission request in XML format.

<AppPermissionRequests 
AllowAppOnlyPolicy="true"><AppPermissionRequest 
Scope="http://sharepoint/content/sitecollection/web" 
Right="Read" /></AppPermissionRequests>

4. Click Create.
5. Click Trust It to trust the add-in to read items from your website.