Starting DocuBuilder from SharePoint
- Jack Kuijper
DocuBuilder has extensive integration with SharePoint.
It is possible to start directly from SharePoint, after which SharePoint user and location (Site/Library/Folder) are passed to DocuBuilder.
For SharePoint integration settings go to:
Settings > Microsoft SharePoint > Settings
The integration me SharePoint has 2 parameters:
Add-in Client Id
This has a fixed value, and belongs to the DocuBuilder solution.
These Client Id never changes.Add-in Client Secret
This has the Client Secret, which needs to be retrieved from SharePoint.
The Client Secret is (usually) stored in Azure Directory Service (via Office 365).
When using SharePoint on-premise, it is transferred from Office 365 to SharePoint on-premise.
By default, the Client Secret expires every year. It is possible to generate a Client Secret, which is valid for 3 years.
To replace the Client Secret follow the instructions in the Microsoft article, except for the chapter 'Update the remote web application in Visual Studio to use the new secret'.
See the Microsoft article: sp-dev-docs/docs/sp-add-ins/replace-an-expiring-client-secret-in-a-sharepoint-add-in.md at main · SharePoint/sp-dev-docs
Don't forget to delete the old Client Secret.
Save the new Client Secret in DocuBuilder (see above)