๐Ÿ”ŒSetting up a Sharepoint connector

Credentials setting in Azure

In this part, we will connect to Azure in order to authorize the Toucan App.

  • Connect to Azure with an admin account : Azure Active Directory admin center.

  • Click on Azure Active Directory, then on App registrations and then on New registration

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  • Give a name to your app (for instance : Toucan) & define who can have access to this app. Click then on Register

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Your app has been now declared on Azure. In the Overview screen you can have access to several informations :

  • Application (client) ID -> it will correspond to the โ€œClient IDโ€ in Toucan.

  • Directory (tenant) ID -> it will correspond to the โ€œTenant IDโ€ in Toucan.

Now we will create a Client secret. To do so, go on the Certificated & secrets section, and click on New client secret:

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Give a name (field Description) to the client secret and set the validity period:

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The secret will appear just one time, so copy it now. You wonโ€™t be able to copy it again after !

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Now that we created the client secret, we will define the โ€œredirect URIsโ€. To do this, go on the Authentication section, then click on Add a platform, and select Web in the window on the right.

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Set the URI following your configuration (sub-domain, application name & connector_name):https://api-{sub_domain}.toucantoco.com/{application_name}/oauth/redirect?connector_name={connector_name}

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Note that the connector_name will be the one that we will specify after in Toucan as โ€œnameโ€. Once the URI has been defined, click on โ€œConfigureโ€.

  • Go on the API permissions section, then click on Add a permission. Click on Microsoft Graph, then on Application permissions.

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Add these 2 permissions : Files.Read.All & User.Read

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Sharepoint connector setting in Toucan:

Configuring a Sharepoint connectionยถ

Field
Format / Type
Description
Example

Name (mandatory)

String

Use it to identify your connection

Client ID (mandatory)

String

corresponds to โ€œApplication (client) IDโ€ in Azure

Client Secret (mandatory)

String

corresponds to the secret displayed after having added a new secret in Azure

Scope (mandatory)

String

The scope determines what type of access the app is granted when the user is signed in it can be set as โ€œoffline_access Sites.Read.Allโ€

Tenant (mandatory)

String

The tenant determines what part of your organisation you want to signed in corresponds to โ€œDirectory (tenant) IDโ€ in Azure

Retry Policy (optional)

Boolean

Boolean allows to configure a retry policy if the connection is flaky.

  • max attempts: maximum number of retries before giving up

  • max_delay: in seconds, above the connection is dropped

  • wait_time: time in seconds between each retry

Slow Queries' Cache Expiration Time (optional)

Integer

Slow queries' cache expiration time in seconds

Create a dataset from a Sharepoint connection

Fields description :

DOMAIN : domain name of the dataset. SITE URL : URL of the sharepoint. DOCUMENT LIBRARY : library. FILE : file path. SHEET : sheet name in the file.

Misc

Error handling

When you get an error while configuring the connection, it might be a misleading information (fix in progress), try to move to the next step anyway. Click on Close, and then click on Save.

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You might be redirected to Microsoft in order to authorize access. Accept the authorization:

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