Version: eXtendFiles 1.7.0 and above
Audience: NetSuite Administrator, SharePoint Administrator

Overview

To configure and authenticate OneDrive/SharePoint for usage with eXtendFiles, the steps below need to be performed.

Prerequisites

  • You must have an Administrator role in NetSuite.
  • You need Administrator access to the SharePoint account.

Configuration Steps

  1. Go to eXtendTech → eXtendFiles → eXtendFiles Configuration.
  2. In Storage Settings → General, select the "OneDrive/SharePoint" Storage Type.
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  3. Specify the folder for file storage in the Directory Path field. This will be the folder where eXtendFiles uploaded within NetSuite will be stored.


    Example: Enter eXtendFiles for a folder named "eXtendFiles" or NetSuite/eXtendFiles for a nested folder.

    For additional information on creating the folder within SharePoint, see Create Directory in SharePoint for use with eXtendFiles

    Confirm that your SharePoint account and SharePoint site are configured to allow for External Sharing. See Required SharePoint Permissions to Use eXtendFiles for more information on configuring External Sharing within SharePoint.
  4. Enter your SharePoint site name in the SharePoint Site Name field.


    Example: If your site is named "My Site" and has the URL "https://mycompany.sharepoint.com/sites/mysite/", enter My Site.

    A site name is not mandatory and this field's value may contain spaces. If this value is not provided, eXtendFiles will look to your root/default SharePoint site instead of using a specific SharePoint site. eXtendFiles can connect to a root/default SharePoint site and to SharePoint sites. Subsites are not currently supported.
  5. Optional: If you want to use user based file upload, enable the User Based File Upload preference. See Configuring User Based File Upload In OneDrive for more information.
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  6. Optional: If you do not want to generate shared URLs, enable the System User With Private Upload preference.


    Note: If this preference is enabled, the eXtendFiles URL on the eXtendFiles record can only be accessible by users with permissions to your configured OneDrive/SharePoint account (and the configured folder).
  7. Click the Click to Authenticate button.
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    Note: If you have recently created a new SharePoint Site for use with eXtendFiles, it may take around one hour for the new site to be available in the SharePoint API. If the site is not yet available in the SharePoint API, a 'resource not found' or 'unable to find site by name' error message will be shown when clicking the Click to Authenticate One Drive button. If the same error message is still showing after around one hour, the issue may be related to SharePoint permissions preventing access to the site. See Required SharePoint Permissions to Use eXtendFiles.

  8. After login, Microsoft will prompt you to grant access to eXtendFiles to store data. Click Accept to accept the permission request to complete the storage setup.
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    Once the authentication is performed, the Site ID and  Folder ID fields will be populated with the associated values.