WorkBook integrates with Microsoft OneDrive for Business. This enables your organizations to use the Microsoft Office365 offerings together with WorkBook. This specific guide will guide you to set up the OneDirve.
ByTangram needs to be notified that you wish to use Office 365 as storage during installation or consulting.
Certain characters are not allowed in SharePoint so be informed during a test run you might see errors on that specific part.
ON THIS PAGE YOU WILL FIND: |
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REQUIREMENTS
INSTALLATION & CONFIGURATION
Once you’re ready to start the configuration you need to make sure that you have access to an administrative user within WorkBook as well as on Office 365. The specific user must have full access to the SharePoint site that will host the files WorkBook automatically creates and manages.
Within WorkBook navigate to:
Settings > folders, reports & documents > storage, and folders setup
Select the 3rd item “storage provider”
Create a new storage provider
Create a new storage provider using the “add entry” icon
Select type “Office 365 SharePoint” from the dropdown menu (as shown in the image below)
At the bottom of the view fill out the following details:
ServiceEndpointUri ( This will be the full address to your SharePoint site suffixed with /_api/ )
ServiceResourceId ( This will be the domain of your SharePoint installation prefixed with https:// )
Examples below;
ServiceEndpointUri: https://bytangram.sharepoint.com/_api/
ServiceResourceId: https://bytangram.sharepoint.com
Once the Endpoint and ResourceId is filled out within WorkBook you can go ahead and press the “authenticate” icon
A pop up will show ( make sure you have enabled pop up for this in your browser )
Enter your Microsoft details for your administrative account and press “Next”
Once authenticated you are good to go!
You can now enable Office 365 and perform a test to make sure the integration is working as intended.
TESTING
After completing the authentication and enabling Office 365 you’re able to test the solution to make sure the connection is established.
Test the connection by clicking the test storage provider icon
TROUBLESHOOTING
IT DOESN’T AUTHENTICATE |
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If you can’t authenticate correctly you have to make sure that you informed the ByTangram team that you’re using Office 365 and want to integrate storage into it, If you do not you’re not going to be able to connect it. |
MY TEST CONNECTION FAILS |
Some of this test might fail due to certain characters not allowed in SharePoint. |
ARTICLE TEST DATA |
This screenshot is an example of the test that was performed by the ByTangram team. This information is no longer relevant but might help you in completing the relevant fields.  |
NOTHING SHOWS UP IN THE BOTTOM GRID |
When you create a new storage provider the bottom grid might not update instantly. If you don’t see anything, please either refresh the page or navigate to a different storage provider and back again. This will refresh the grid and show the settings for it.  |
Some missing information here - Kye / Nicky?