How do I set up SharePoint integration?

Background

Microsoft SharePoint is a part of the Microsoft Suite cloud storage solution. You (as an Administrator of both systems) may integrate SpeakUp data with your organisation’s SharePoint. When done so, the system will automatically export SpeakUp data once a day to the specified folder in your SharePoint environment. The data is exported in a single .xlsx file, with multiple tabs.

You can use this automatically updated export file to integrate the SpeakUp data with your own business intelligence tool (for example Power BI dashboard).

Who can do this?

• Administrator

• Microsoft Suite administrator

Preparation on SharePoint

1. Open a notepad (or any other note taking software)

2. Go to Microsoft 365 and click the 9 dots in the top left corner

3. Click SharePoint

4. Click the site* that you want the Export to be uploaded to

5. Copy the complete URL of the site to the notepad

   • Example: https://[mycompany].sharepoint.com/sites/[mygroupsite]/ (Note: nothing beyond this value)
   • This URL will be referred to as the <YourSharePointCollectionURL>

6. Go to <YourSharePointCollectionURL> /_layouts/15/appregnew.aspx

   • Example: https://[mycompany].sharepoint.com/sites/[mygroupsite]/_layouts/15/appregnew.aspx

   • Here you are going to register a new Sharepoint app; follow the steps as shown in the screenshot below:

   
   
    

7. Click the Client Id Generate button, wait for the site to generate an Id and copy this to the notepad; this value is the <Client Id>

8. Click the Client Secret Generate button, wait for the site to generate an Id and copy this to the notepad; this value is the <Client Secret>

9. Create a title for the SharePoint App; this is only for your reference and SpeakUp will not use this.

10. The App domain is www.peopleintouch.com

11. The redirect URL is https://www.peopleintouch.com/default.aspx

12. Click Create

13. When the app was successfully created the page will display a summary of the information; please see an example below:

14. To grant permission to your app, go to <YourSharePointCollectionURL>/_layouts/15/appinv.aspx

    • Example: https://[mycompany].sharepoint.com/sites/[mygroupsite]/_layouts/15/appinv.aspx

15. Get the Client Id from the previous steps and paste it in the App Id field

16. Click on the Lookup button and wait for the site to fetch all your App details

17. Copy & Paste the following XML in [Permission Request XML] textfield:

    • <AppPermissionRequests AllowAppOnlyPolicy="true">

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

    • </AppPermissionRequests>

18. Click Create and then Trust It when the site asks you if you trust the app

19. Go to <YourSharePointCollectionURL>/_layouts/15/appprincipals.aspx

    • Example: https://[mycompany].sharepoint.com/sites/[mygroupsite]/_layouts/15/appprincipals.aspx

20. From the app with the name you’ve just created, copy the App Identifier and paste in the notepad; copy the part after the “@” to the notepad and mark as <Tenant Id>

21. Decide which folder within your SharePoint site the data exports should be uploaded to; if the folder does not yet exist, make sure to create it now

    • Example: In the site, go to Documents and create a folder named “SpeakUp Exports”.

22. Go to the SpeakUp Export - SharePoint Integration page and fill the following information in the textboxes:

    • SharePoint Url
      

      • This is a part of the <YourSharePointCollectionURL>, but only the part between https:// - and - .sharepoint.com/

      • Example:
        If your <YourSharePointCollectionURL> = https://mycompany.sharepoint.com.sites.mygroupsite/ then the SharePoint Url = mycompany

    • SharePoint Group
      • This is a part of the <YourSharePointCollectionURL>, but only the part after “/sites/” and without any final “/”

      • Example:

        If your <YourSharePointCollectionURL> = https://mycompany.sharepoint.com.sites.mygroupsite then the SharePoint Group = mygroupsite

    • Application (Client) ID

      • This is the generated <Client Id> that you stored in the notepad

    • Secret Value

      • This is the generated <Client Secret> that you stored in the notepad

    • Directory (tenant) ID

      • This is the generated <Tenant ID> that you stored in the notepad

    • Export Folder

      • The Export folder starts with “Shared Documents” and, depending on the folder you chose in step 23, the path may for example be: Shared Documents/SpeakUp Exports or, Shared Documents/SpeakUp/Automatic Exports

23. Click save and wait for a confirmation; upon successful integration, an export is created immediately and from then on once every day