Automatically Export to SharePoint
Audience
Audience: Administrators
Overview
Administrators can set a Master Chart to automatically export to SharePoint on a weekly or monthly basis.
The following article provides step-by-step instructions for configuring this feature.
Note
Automated export to SharePoint requires close coordination with your SharePoint System Administrator and IT team.
Register an App in SharePoint
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Navigate to your Sharepoint home page.
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In the URL bar, copy your Tenant Name from the area shown below:
https://[TENANT-NAME].sharepoint.com/
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Navigate to the URL shown below using your Tenant Name:
https://[TENANT-NAME].sharepoint.com/_layouts/15/appregnew.aspx
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Click Generate next to the Client Id box and copy the resulting value for later use.
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Click Generate next to the Client Secret box and copy the resulting value for later use.
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In the Title box, type [Your Company Name]OrgChart.
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In the App Domain box, type in www.localhost.com.
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In the Redirect URL box, type in "https://[SERVER-NAME].orgchartnow.com" (ex. if your server name is na2, then you would type in "https://na2.orgchartnow.com").
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Click Create.
Grant Permissions to the App
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Navigate to the URL below using your Tenant Name:
https://[TENANT-NAME]-admin.sharepoint.com/_layouts/15/appinv.aspx
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Paste your Client Id in the App Id field.
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Click Look Up.
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In the Permission Request XML box, add the following:
<AppPermissionRequests AllowAppOnlyPolicy="true"> <AppPermissionRequest Scope="http://sharepoint/content/tenant" Right="Write" /> </AppPermissionRequests>
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Click Create.
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A pop up window will appear verifying that you are granting permission to this app to write files to your SharePoint site.
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Click Trust It.
Get the Tenant ID
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Navigate to your Sharepoint Site.
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Clicke the cogwheel at the top right of the site and click Site Settings.
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In the Site Settings menu, click Site App Permissions.
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Copy the Tenant ID fromt he below highlighted area.
Configure Automatic Export in OrgChart Now
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Log in to OrgChart Now.
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Click on More > Account Settings, and then select the Authorization option in the left side menu.
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Click on the the Incomplete or no SharePoint credentials configured. Click here to configure hyperlink under the SharePoint Credentials Configuration heading.
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Enter the credentials from the previous steps, and then click Save.
Note
The Domain is the same as the Tenant-Name. The Site is the name of your SharePoint subsite ex. https://[TENANT-NAME].sharepoint.com/sites/[SITE]. If you wish to use your main site and not a subsite, leave the Site field empty.
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Next, close the Account Settings panel, and then click on More > Chart Settings.
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Click on the Refresh.
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In the Automated Chart Export section, choose the desired Frequency, Format, and Day of your export. Then set the Export To option to SharePoint.
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Click on Save.