SharePoint Online - Setting Up the Integration

This section describes how to configure the integration between SharePoint Online and Clarizen. For more about the benefits and how to manage SharePoint content in Clarizen, click here.

The integration with SharePoint online includes the following stages:

Supported Versions and Unsupported Functionality

1. Registering the Clarizen app in Azure Active Directory

The following procedure should be performed by your Microsoft 365 administrator.

To register Clarizen in Azure:

  1. Log into Azure and open the Applications tab.
    or
    Log into the classic portal and open Active Directory.
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  2. Select your directory, and then select the Enterprise application from the left.
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  3. Click New registration.
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  4. Add a Name and Redirect URI based on your location, and click Register.
    You can update or add a Redirect URI under Authentication.
  5. You should now see this screen:
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  6. To add an Application ID URI, click Add an Application ID URI.
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  7. You should now see the Expose an API screen.
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  8. In the Expose an API screen, click Set and update the URL with your SharePoint URL plus the suffix /Integration.
    Example: api://a0ed89f4-7b47-4c5b-b97d-f157af0953de/Integration
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  9. Add Scope:
    • Scope name: user_impersonation
    • Who can consent?: Admins and Users
    • Admin consent display name: Access Clarizen-Sharepoint online integration
    • Admin consent description: Allow the application to access Clarizen-Sharepoint online integration on behalf of the signed-in user
    • User consent display name: User consent display name
    • User consent description: Allow the application to access Clarizen-Sharepoint online integration on your behalf
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  10. Under Certificates & Secrets, add a new client secret.
    Copy the value of the key, as you will need the value to register the integration in Clarizen.
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  11. Under API Permissions, add permissions --- Add Permissions
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    For Azure Active Directory Graph
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    For SharePoint
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  12. Roles and administrators (Preview)
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2. Registering SharePoint in Clarizen

 

As a Clarizen administrator, register SharePoint Online in Clarizen.

  1. Go to Settings > Extensions.
  2. In the SharePoint section, click Setup.
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  3. From the drop-down list, select Online.
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  4. In the pop-up screen, enter values for the following parameters:
    1. Site URL: URL of your Share Point site
    2. Client ID: The “Application (client) ID” value that you saved when registering the Clarizen application with Azure ActiveDirectory.
    3. Secret ID: The key value that you saved when registering the Clarizen application with Azure Active Directory.
    4. Site Collection URL: The URL of the SharePoint site collection.
  5. Click Update.
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Authenticate User’s Clarizen Account with SharePoint

There are two ways to authenticate Clarizen users in SharePoint:

  • By editing the Integration Settings in user s details. Once the integration settings are configured, users are not prompted to authenticate with SharePoint when attempting to open SharePoint content from Clarizen. 
    Note: You can also automate the process using a workflow rule.
  • At the run-time, when a user clicks SharePoint content in Clarizen, the user is prompted to enter their SharePoint credentials. Users are required to authenticate only when they access SharePoint content from Clarizen for the first time.

Editing integration settings for users
To edit integration settings for yourself:

  1. Click your name in the top menu > My Details.
  2. In the Personal Details section > click Edit for the Integration Settings property.
  3. In the Integration Setting pop-up window, click Associate with SharePoint Account button.
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  4. A new tab opens where you can log into your Microsoft account, which authenticates your Clarizen account with SharePoint.  
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