OneDrive & Office 365 Integration (Manual Account Linking)
Foldr provides integration with Office 365 to allow OneDrive for Business and SharePoint Online sites to be presented in the Foldr interface. Foldr can also provide access to the document storage locations that are available to users through Office 365 Teams.
Active Directory accounts may be automatically linked to Office 365 accounts and the corresponding OneDrive &/or SharePoint sites can be presented in the Foldr interface. Users can alternatively link a Microsoft Office 365 accounts manually. Manual linking will present a pop-up dialog requesting the user’s Microsoft account credentials the first time they try to access OneDrive, SharePoint Online or a Teams share in Foldr.
Once an Office 365 account is linked in Foldr, a user can edit any on-premise or cloud hosted Office files in Office Online (web-based versions of Word, Excel & PowerPoint). Collaborative editing is also possible through Office Online with SharePoint Online.
Manual or Automatic Account Linking?
The administrator should decide which method of account linking is to be used in the deployment as there are benefits to both methods. Automated account linking uses a service account to provide immediate access to user’s OneDrive and SharePoint sites with no additional effort from the user. However, the connection always uses service account credentials, rather than those of the individual user. Only the manual account linking method can respect the granular Office 365 user’s permissions for sites and nested sub-folders in SharePoint.
Essentially, if only OneDrive is being presented to users through Foldr, then automated linking would provide a smoother user experience and remove the need to enter the Office 365 credentials the first time it was accessed. If you intend you present SharePoint sites, then it would be recommended to use manual linking, unless the security permissions in place in Office 365 are flat across the organisation, with no granular access permissions.
Regardless of the account linking method used, the administrator can still control visibility of all storage locations (OneDrive, SharePoint libraries, Teams) using permissions in Foldr Settings >> Shares, specifying read/write access by user or group.
Integration Steps – Manual Account Linking
Creating the App Registration in Azure
1. Log into the Microsoft Azure Portal at https://portal.azure.com using your administrative Microsoft account.
2. Select Azure Active Directory from the left-hand panel.
3. Click App Registrations >> + New application registration
4. Give the application a suitable name, leave application type as Web app / API and finally enter the public URL of the Foldr installation.
5. Click Create. You should receive a success / confirmation message within a few seconds.
Now find your new application in the App Registrations Panel and select it or click Settings in the summary panel.
6. Select Reply URLs from the Settings panel.
Add the following additional Reply URL
The Reply URL must be the public URL of the Foldr installation appended with /services/microsoft/connect as shown in the example below
7. Click Save and close the Reply URLs panel can now be closed by clicking X. Select Required Permissions in the Settings panel.
8. Select + Add in the Required Permissions panel.
9. Click ‘Select an API’
10. From within the Select an API menu, click Microsoft Graph and click the Select button.
11. From the Enable Access panel, select the following entries under Delegated Permissions to allow access to OneDrive, SharePoint and Teams storage:
READ DIRECTORY DATA
HAVE FULL ACCESS TO USERS FILES
HAVE FULL ACCESS TO ALL FILES USER CAN ACCESS
Click Select at the bottom of the Enable Access panel to confirm the selection, finally click Done in the Add API access panel
The Require Permissions panel will now show the updated delegated permissions
12. Click Grant Permissions and accept the pop-up dialog.
13. In the Settings panel, select the Keys menu item
14. In the Keys panel, enter a description, select a suitable expiration lifetime, and finally click Save at the top of the panel.
The application key will now be displayed.
IMPORTANT – You should take a copy of the key at this point as you cannot retrieve it again later, however new keys can be generated later, if required.
15. Click on the apps Properties and make a note of the ‘Application ID’. This will be required later.
16. You should now obtain the Directory ID for the Azure Active Directory. Click on Azure Active Directory and click Properties.
Enabling the Office 365 integration in Foldr
The Office 365 integration should now be enabled and the Application ID, Key and Directory ID, should be copied into the relevant the fields within:
Foldr Settings >> Services >> OneDrive / Office365 >> Client ID | Application Key | Tenant ID
Client ID = Application ID in Azure
Tenant ID = Directory ID in Azure
Example settings shown below for Office 365 Manual Account linking.
Finally, Click SAVE CHANGES.
A new share should be created for OneDrive under Foldr Settings >> Shares using the Share URI %onedrive%
Select a suitable icon and click SAVE.
A new share should be created for each SharePoint site under Foldr Settings >> Shares using the Share URI:
Note if /sites/ is not in the SharePoint URL when viewed through O365 directly, it can be removed from the Share URI
To present the organisation’s root/default SharePoint site, using the Share URI %sharepoint%
Presenting Teams storage to Users
A new share should be created for Teams under Foldr Settings >> Shares using the Share URI %teams%
Note – OneDrive, SharePoint & Teams storage icons will be visible to users immediately in the web app before they link their account. Once they click on the storage icon, they will be prompted to enter their Office 365 credentials.
i.e. The user clicks the OneDrive item and is prompted as below to authenticate with Office 365 in a new tab.
The account is then linked, and OneDrive storage should be browsable in any of the Foldr apps and all Office documents can be edited in Office Online.
Alternatively, a user can link and unlink their Microsoft accounts when logged into the Foldr web app using the menu item ‘Me’ > Services. This is available top right menu of the interface or the left hand panel.
Click Services >> OneDrive/Office 365
Click ‘LINK ACCOUNT’ and you will be prompted to sign in.
The account is then linked, and OneDrive storage should be available in any of the Foldr apps and Office documents can be edited in Office Online from on-premise shares or OneDrive / SharePoint. Users can unlink their Microsoft Account at any time from the Services menu shown above.
The integration for Office 365 is now complete.