Creating a SharePoint Connection

To create a Connection to SharePoint:

  1. Navigate to Configure > Extensions > Connections.

  2. Click New.

  3. Under Select a Connection Type, select SharePoint.

  4. ClickNext or Basic Properties and create a Queue and Job Server for the Connection. All required settings will be configured automatically.

  5. Click Next or Security, then click to specify which roles can access the Connection.

  6. Click Next or SharePoint Properties.

  7. Do one of the following things.
    • Create an Microsoft Entra (Azure AD) Connection that uses certificate authentication. Then, select Azure AD Application and choose the Microsoft Entra (Azure AD) Connection from the Azure AD Application dropdown list. This option is recommended by Redwood.
    • Select SharePoint App-Only from the Connection Type dropdown list and enter values in the Client ID, Tenant ID, and Client Secret fields.
    • Select SAML in Connection Type and enter values in the Username and Password fields.
  8. Click Save & Close.