OneDrive & Office 365 Integration (Manual Account Linking)

Posted on 7th October 2016

In the same way that Google Drive can be presented in the Foldr interface (and edit cloud or on-premise documents using Google Apps), you can also present OneDrive alongside regular SMB shares.  Once the OneDrive service has been linked to Foldr and a user has linked their Microsoft account, the user can use the web based versions of Word, Excel and PowerPoint from within the Foldr web  app.  This includes creating new documents or editing existing files whether they are stored on-premise or on OneDrive itself.  It is also possible to edit files from other cloud platforms in Office Online directly from Foldr.

Enabling Office 365 / OneDrive Integration

Integration Method 1 – Office Portal / Azure AD Admin Center

1.  Log into the Microsoft Office Portal at https://portal.office.com using your administrative Office 365 account.

2.  Select Admin from the welcome screen

o365-admin
From the Office 365 Admin Center select Admin >> Azure AD

o365-admin2

This will take you to the Azure Active Directory Admin Center.

4. Click Enterprise applications on the left-hand panel >> All applications >> + New application

5.  Click All >> Application you’re developing

Finally select ‘Ok, take me to App Registrations to register my new application’

6.  Click ‘New application registration

7.  Give the application a suitable name, leave application type as web app / API and finally enter the public URL of the Foldr installation.

8.  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.

9.  Select Reply URLs from the Settings panel.

Add the following additional Reply URL

https://address-of-foldr/services/onedrive/connect

The Reply URL must be the external URL of the Foldr installation appended with /services/onedrive/connect as shown below

10.  The Reply URLs panel can now be closed by clicking X. Select Required Permissions in the Settings panel.

11.  Select + Add in the Required Permissions panel.

  1. Click ‘Select an API

13.  From within the Select an API screen, click Office 365 SharePoint Online and click the Select button.

14.  From the Enable Access panel, select the following entries under Delegated Permissions to allow access to OneDrive:

READ USER FILES
READ AND WRITE USER FILES

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

15.  If shown, click Grant Permissions (this depends on the Azure/O365 subscription type) and accept the pop-up dialaog.

16.  In the Settings panel, select the Keys menu item

17.  In the Keys panel, enter a description, select an expiration and finally click Save at the top of the panel.

The application key will now be displayed.

IMPORTANT – You must take a copy of the key at this point as you cannot retrieve it again later.

18.  Click on Properties and copy the ‘Application ID’ into Foldr Settings >> Services >> OneDrive/Office 365 >> Client ID.

The Application ID should be copied into Foldr Settings >> Services >> OneDrive / Office365 >> Client ID.

The API Key should be copied into Foldr Settings >> Services >> OneDrive / Office365 >> Application Key.

Example shown below of the Office 365 client ID and application key in Foldr Settings.

Finally, Click SAVE CHANGES.

 

Integration Method 2 – Using the Azure Portal

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 Application Registrations > New Application and from here you follow step 7 onwards from Integration Method 1 above.

 

Adding the global share for OneDrive

Add a new Share under Foldr Settings >> Shares using the share path %onedrive% to present users OneDrive storage area within the Foldr interface.

Linking a user’s Microsoft account to Foldr

Users are now able to link their Microsoft account when logged into Foldr using the Services tab in the web app. This is available top right in the interface.

Click ‘Link your OneDrive Account’ and you will be prompted to sign in.  Note – Until a user has linked their own Microsoft account, they will not see their OneDrive storage under My Files and the ability to edit documents in Office Online will be hidden.

When the account has been successfully linked, it should appear as below in the interface.  NOTE –  ‘Microsoft Account’ is the correct label rather than the user’s username as of version 4.0.11.6 due to changes made for SharePoint Online.

onedrive-linked

Users can unlink their Microsoft Account at any time by clicking the cross icon next to ‘Microsoft Account’ shown above.

Providing the integration has been configured correctly, a global share for OneDrive has been created and the user has linked their account, they will now see their personal OneDrive in the main shares list under My Files and Edit in Office Online will be available when they click on local or cloud based Office documents.

Example – Edit a word document held on network based SMB share in Office (Word) Online.

The user clicks the document and clicks ‘Edit with Office Online’, the document is opened within the relevant web based Office app ready for editing.

If the source document resides on OneDrive, any changes are saved automatically when the browser tab is closed.

If the original document was sent to Office Online from another location (such as an on-premise SMB share), you will be prompted to either or discard or save changes when the Office Online tab is closed.

 

Troubleshooting

If you have tried the steps above but find you are unable to successfully link your account in the Foldr web app, please check that the Foldr appliance has unrestricted access to the following URLs and is not subject to any form of HTTPS web filtering (man-in-the-middle) inspection:

api.office.com
login.microsoftonline.com
{tenant}-my.sharepoint.com – i.e. foldr-my.sharepoint.com

 

Need more help?

Get in touch with our friendly help desk who will be happy to assist you, support@foldr.io