OrgChart Now Help Guide

Table of Contents

Automatically Export to SharePoint

Audience

Audience: Administrators Edition: Enterprise & Premium

Overview

This feature allows users to easily export their master chart to their Sharepoint site.

Register an App in SharePoint

  1. Navigate to your Sharepoint home page.

  2. In the URL bar, copy your Tenant Name from the area shown below:

    https://[TENANT-NAME].sharepoint.com/

  3. Navigate to the URL shown below using your Tenant Name:

    https://[TENANT-NAME].sharepoint.com/_layouts/15/appregnew.aspx

    sharepoint_appregnew.png
  4. Click Generate next to the Client Id box and copy the resulting value for later use.

  5. Click Generate next to the Client Secret box and copy the resulting value for later use.

  6. In the Title box, type [Your Company Name]OrgChart.

  7. In the App Domain box, type in www.localhost.com.

  8. In the Redirect URL box, type in "https://localhost.com".

  9. Click Create.

Grant Permissions to the App

  1. Navigate to the URL below using your Tenant Name:

    https://[TENANT-NAME]-admin.sharepoint.com/_layouts/15/appinv.aspx

    sp_appinv.png
  2. Paste your Client Id in the App Id field.

  3. Click Look Up.

  4. In the Permission Request XML box, add the following:

    <AppPermissionRequests AllowAppOnlyPolicy="true"> <AppPermissionRequest Scope="http://sharepoint/content/tenant" Right="Write" /> </AppPermissionRequests>

  5. Click Create.

  6. A pop up window will appear verifying that you are granting permission to this app to write files to your SharePoint site.

  7. Click Trust It.

Get the Tenant ID and Resource

  1. Navigate to your Sharepoint Site.

  2. Clicke the cogwheel at the top right of the site and click Site Settings.

  3. In the Site Settings menu, click Site App Permissions.

  4. Copy the Tenant ID fromt he below highlighted area.

  5. The Resource is as follows:

    00000003-0000-0ff1-ce00-000000000000/[Tenant-Name].sharepoint.com@[Tenant-ID]

Send the Credentials to Technical Support

  1. Client ID

  2. Client Secret

  3. Tenant ID

  4. Resource

Email the above credentials to the OrgChart Now Support Desk.

Set up Automatic SharePoint Export in the Viewer

  1. Open More > Chart Settings.

  2. Select the Refresh tab from the Settings drop down menu.

  3. In the Data Refresh Options section, set Data Refresh to the desired frequency (must be turned on).

  4. Set Automated Chart Export to desired Frequency, Day, and Format.

  5. Set the Export to drop down to SharePoint.