OneDrive & Office Online (365) Integration

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.

Activating Office 365 / OneDrive Integration with Foldr

*IMPORTANT* – It is recommended that all configuration steps take place in the CLASSIC Azure Portal rather than the ‘new’ portal.  The Classic portal can be accessed at https://manage.windowsazure.com

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 >> Activating Office 365 / OneDrive Integration with Foldr:

o365-admin

From the Office 365 Admin Center select Admin >> Azure AD

o365-admin2

This will take you to the classic Azure AD portal and if you already have access to your Azure AD installation you will be presented with the following screen:

azure-ad-welcome

However, if you do not already have ‘access’ to Azure AD, you will be prompted to ‘Sign Up’ for Access to Azure Active Directory and the following screen will be presented.

azure-ad-sign-up

Should this prompt appear, complete the required fields and click NEXT

3.  Once you have access to Azure Active Directory, select Active Directory from the left hand panel and then click on the domain.

azure_ad

4.  Click Applications

5. Click ‘Add’ button found at the bottom of the screen

6. Select ‘Add an application s that my organization is developing’

7. Name the application

8.  Enter the external URL of the Foldr instance into the two fields provided

9. Click on your application and then CONFIGURE

10. Within the app configuration screen, create a KEY for the application

Select the drop down to generate a 1 or 2 year key (the key itself will be displayed later when you click Save)

11. Add the following additional REPLY URL (under the Single Sign-On section):

https://address-of-foldr/services/onedrive/connect This must the external URL of the Foldr installation with /services/onedrive/connect appended.

12. Grant permission to allow Foldr to read and write to users OneDrive storage locations.

Click the green ‘Add application’ button (found at the bottom of the app configuration screen)

From within the applications screen, select Office 365 SharePoint Online and click the tick button (bottom right)

Select the drop down menu labelled DELEGATED PERMISSIONS for Office 365 SharePoint Online

Tick the following entries to allow Foldr to read and write to OneDrive:

READ USER FILES
READ AND WRITE USER FILES

Note – if you intend to also present SharePoint Online sites, also select ‘Have full control of all site collections’

13. Click SAVE

14. Copy / paste the CLIENT ID and KEY from the Azure portal into Foldr Settings >> Services >> One Drive/Office 365

Finally click SAVE CHANGES and the integration with OneDrive is complete.

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 the following:

1.  The Azure platform sometimes fails to correctly register a new application.  To check if this is the case you must delete the application created at step 5 and recreate it, ensuring you copy the new client ID and application key into Foldr Settings >> Services >> OneDrive / Office 365.

2.  Check that the Foldr appliance has unrestricted access to the following URLs and is not subject to any form of HTTPS web filtering 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