Neostella - sharepoint configuration update for edition

  • Updated

Overview

The SharePoint integration allows users to edit documents directly in Neostella.

This configuration can only be completed by a SharePoint Admin user, as this type of user has the permissions required to configure all the steps of the integration.

 

Prerequisites

  • Microsoft365 Business License.
  • SharePoint Tenant: The law firm needs either to have a tenant or to create one.
  • SharePoint Site: It needs either to have a tenant or to create one   It is recommended creating a new site for this configuration.
  • Contact List: It has a table with all the contacts to be added to the integration.
     

Required Permissions

  1. SharePoint Edition Permissions

The user permissions must be set as Contribute on the SharePoint website. Read- only permissions can create an error.

To check or configure the permissions, the user must:

  • Go to the predefined SharePoint site.
  • Click the Settings (gear icon) in the top right corner.
  • Select Site permissions from the dropdown menu.
  • Click Advanced permission settings at the bottom of the panel that slides out. 
  • Click the Check Permissions button on the top toolbar of the 
  •  permissions page. .
  • In the pop-up box, type the name or email address of the user who will perform the configuration and select them.
  • Ensure the user has Edition Permissions in SharePoint.
  • If not, contact the SharePoint Admin User to get the permissions. 


*Reference image of the dropdown menú and the Site permissions.


*Reference image of the Permissions site.

  1. Microsoft Graph - Admin User

Users must have admin permissions settings  to allow configuration in the site options.

To check or configure the permissions, the user must:


*Reference image of the permissions required. 

  1. Microsoft Azure - API Permissions


*Reference image of the API Permissions Site.
 

After entering Microsoft Azure to configure or check the API permissions, users must:

  • Go to: Microsoft Azure.
  • Navigate to the App registrations section.
  • Select Neostella App.
  • Search for the API permission section on the left menu, in the Manage drop down.
  • In Configured permissions, users must be able to grant consent.
  • Select the Grant Admin Consent for Neostella option.
  • Admin users will receive a request for the permissions.
  • Make sure the permissions are granted before continuing. 


*Reference image of the Permissions Request received by the Admin user.
 

Neostella permissions:

  • Admin User: Control Center Permissions

Configuration Steps

  1. SharePoint Site
  • Go to the SharePoint Home.
  • Click on +Create site.
  • Select the Team Site option.
  • Select the Standard team template and click on Use template.
  • Add a name to create the Site.
  • Now go to the New Site.
  • Look for +New and select Document Library.
  • Click on Blank Library.
  • Add a name for the Document.
  • Now you must add the Contact List that will be configured in the integration.
  • This will create the list on the side panel.


*Reference image Law Firm Site and how to navigate the list page.

Site and List Names: Use lowercase names without spaces, replacing spaces with underscores (_) to maintain consistency. For example: neostella_site or neostella_list
  1. Integration Data Fields
  • Go to the list page after the Contact List is created in the Site. .
  • Right-click on the dashboard background and select Inspect.
  • This will open the developers tool and the console tab.
  • Select the Console Tab.


*Reference image of the SharePoint List place to open the Inspect option.


*Reference image of the right click menu and the Inspect option


*Reference image of the Inspect section and the Console Tab.

In the Console tab, users must locate 3 integration fields:

  1. Authority ID
  2. Site ID
  3. List ID

To search for them, copy and paste the following script into the Console:

(async () => {
  const site  = location.pathname.match(/\/sites\/[^/]+/)?.[0] || "";
  const clean = g => (g || "").replace(/[{}]/g, "");
  const libs  = await fetch(
    `${site}/_api/web/lists?$select=Id,Title,BaseTemplate&$filter=BaseTemplate eq 101`,
    { headers: { Accept: "application/json;odata=nometadata" } }
  ).then(r => r.json());
  console.log("authority_id (aadTenantId):", _spPageContextInfo.aadTenantId);
  console.log("site_id:", clean(_spPageContextInfo.siteId));
  console.table(libs.value.map(l => ({ title: l.Title, list_id: l.Id })));
})();

 

If the paste option is not available, the user must allow it by a command. To do this, write “allow_paste” on the console text field in the bottom, and then press enter.

 


*Reference Image after the Script is pasted and the required fields.

  1. Microsoft Graph Permissions and Query

Go to: https://developer.microsoft.com/graph/

Click on the profile icon.

Select the: Consent permissions option.

Search for: Sites.

Give Consent to:

  • FullControl
  • Manage All
  • Site Selected

Now go to: https://developer.microsoft.com/graph/graph-explorer

  • This will open the Query workplace.
  • The site permissions can be configured here.  .
  • Click on the first field and select the POST option (See reference image below).
  • Now add the site URL in the web field (See reference image below).
  • Replace the URL site with the following template. Change the highlighted information and put the Site ID located in the console used before. 

https://graph.microsoft.com/v1.0/[YOURLAWFIRMSITEID]/permissions

Now copy the following body text and paste it in the Query request field (See reference image below).

{
  "roles": ["write"],
  "grantedToIdentities": [{
    "application": {
      "id": "7480d757-0ee2-4b41-b25e-5d6b0d2e291b",
      "displayName": "Neostella App"
    }
  }]
}
  • Run the Query
  • This will grant the permissions required
  • Confirm the ID from the Query result is the same as the Site_ID


*Reference image of the Graph Explorer. 

Items: 1. First Field, configure to Post | 2. Site ID Location | 3. Query Field

  1. Neostella Integration
  • Go to Neostella App.
  • Login and navigate to the Control Center.
  • Click on Documents.
  • Select Document Settings.
  • Enter the SHAREPOINT MANUAL SETUP tab.
  • Select the Type: Edition.
  • Enter the integration data:
  • Authority ID
  • Site ID
  • List ID
It is optional to add a Source URL. It is recommended using the URL displayed on the top of the list.

 Example:

WARNING: Don't save yet! Before saving, the user must complete step 5.

 


*Reference image of the data fields required for the integration.

  1. Azure Home - API Permissions
  • Go to: Microsoft Azure.
  • Navigate to the App registrations section.
  • Select Neostella App.
  • Search for the API permission section in the Manage drop down on the left menu.
  • Go to the Configured Permissions section.
  • Go to Add permissions.
  • Select: Grant admin consent.


*Reference image of the API permissions in Azure.

Expected Results

Once all the configuration steps are completed, users will be able to access the documents in the SharePoint tenant. Users will be able to edit them in Neostella.