Documentation

Enabling Document Creation and Editing with Microsoft Office 365

Before you can use Office 365™ to create and edit Documents and Media files, you must configure DXP to connect with an application in the Azure portal. You must have administrator rights to perform the following steps.

Register an Application with the Microsoft Identity Platform

First, configure your application with the Microsoft identity platform™. To do so, follow the steps described in Microsoft’s documentation.

To construct a URL for the Redirect URI parameter, follow this pattern: https://[hostname]/o/document_library/onedrive/oauth2

Here’s the minimum permission set needed to use Office 365™ integration:

  • Files.Read.All

  • Files.ReadWrite.All

For more information about permissions, see Microsoft’s documentation.

Configuring DXP

Now you must connect your DXP installation with your Microsoft identity platform™ application. You can do this at two scopes:

  • Globally, for all instances in your DXP installation.

  • At the instance scope, for one or more instances in your DXP installation.

You can override the global configuration for one or more instances by configuring those instances separately. Similarly, you can configure only the instances you want to connect to your application and leave the global configuration empty.

Global Level Configuration

  1. Navigate to Control PanelSystem SettingsDocuments and Media.

  2. Click OneDrive in the left menu.

    Enter your Client ID, Client Secret, and Tenant.

  3. Enter your application’s OAuth 2 client ID and client secret in the Client ID and Client Secret fields, respectively.

  4. Enter your tenant ID in the Tenant field. To find your tenant ID, see Microsoft’s documentation.

  5. Click Save.

Access has been granted at the global level.

Instance Level Configuration

  1. Navigate to the Control PanelInstance Settings → *Content and Data → Documents and Media.

  2. Click OneDrive in the left navigation menu.

    Enter your credentials in the corresponding fields at the instance level.

  3. Enter your application’s OAuth 2 client ID and client secret in the Client ID and Client Secret fields, respectively.

  4. Enter your tenant ID in the Tenant field. To find your tenant ID, see Microsoft’s documentation.

  5. Click Save.

Note: Once enabled, you can disable this feature by deleting the client ID, client secret, and tenant values from the form.