OneDrive and Sharepoint Integration

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From Jim2 email, files can be opened or saved directly to/from OneDrive.

 

This must be set up within the Microsoft Entra ID (formerly Azure Active Directory) first, where an Application Registration is created.

 

Info

Note: You must be an Administrator of Microsoft Entra ID/Office 365 to perform this setup.

1.Go to https://entra.microsoft.com (copy and paste into a browser).

2.Expand Applications, then select App registrations.

appreg2

3.Click New registration.

newreg

4.Enter the user-facing display name for the App (eg. Jim2 OneDrive Integration).

5.Select Accounts in any organizational directory (Any Microsoft Entra ID tenant - Multitenant) and personal Microsoft accounts (e.g. Skype, Xbox).

6.Under Redirect URL:

Select Public client/native from the drop-down list

Enter value: http://localhost

Click Register.

newreg1

7.Click All applications, then click the newly created App Registration.

newreg2

8. Record the Application (client) ID to be entered in the Jim2 Options later (right click and select Copy to clipboard).

newreg3

9. Click API permissions. Click Add a permission.

newreg4

10.Click Microsoft Graph.

msgraph

11.Click Delegated permissions.

delegated

12.In the search box, enter files. Select the permission Files.ReadWriteAll.

permissions1

13.In the search box, enter offline. Select offline_access.

offline

14.In the search box, enter openid. In the search box, enter openid.

openid

15.In the search box, enter profile. Select profile.

profile

16.In the search box, enter sites. Select Sites.Read.All, and Sites.ReadWrite.All. Click Update permissions.

sites

17.Once completed, the Configured permissions should appear as per the screenshot below.

permissions2

18.Optionally grant Admin Consent to users of your organisation.

grantper

This completes the app registration configuration.

 

In Jim2, go to Tools > Options > General, enter the application ID  and Tenant ID from above, then tick Enable OneDrive for file open/save.

 

onedriveappid

 

Once you have logged in, you can then choose to save to either OneDrive or Sharepoint:

 

sharepoint

 

Jim2 will then attempt to access OneDrive when you try to load or save a file (this could be saved from an email attachment, or added to an email, when importing, exporting, loading bank fees. etc.

 

Info

Note: If you do not wish to save to OneDrive, hit the Esc key. This will then allow you to browse to where you would like to open/save a file.

 

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