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Administrators can adjust how the SharePoint Connector app works to meet your team's needs and comply with company policies. 

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About the Administrator Settings

As the name implies, these settings are only visible to users with Administrator privileges. All the settings on this page are accessible by entering Confluence settings and clicking on the "SharePoint Connector" link on the sidebar under the "Configuration" section.

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Allowed storage places

By default, users can connect folders from all the storage places supported by the SharePoint Connector app.

Administrators can easily restrict the usage use of specific storage places to ensure that the usage of the SharePoint Connector's use aligns with the company policies.

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Turn off a storage place for all users

  1. Click the "Storage Places" tab section on the SharePoint Connector settings page.

  2. Click the switch on the storage places you want to disableturn off.

  3. The switch changes to the off position to indicate the storage place was disabled, and , indicating users can no longer connect folders from that storage place.

Info

Changes to these settings save are saved automatically and apply applied immediately.

Note

What happens to places the users connected before the Admin

disabled

turns them off?

If a user connected connects a folder from a storage place that the Admin later disablesturns off, it is becomes blocked inside the SharePoint Connector app. All connected folders from that place are blocked, too, and if . If there are attached folders and files from a blocked storage place, the content won't be visible, and they'll display a warning will appear mentioning that the Admin blocked the access.

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Turn on again a storage place for all users

  1. Click the "Storage Places" tab section on the SharePoint Connector settings page.

  2. Click the switch on the disabled storage place you want to re-enable.turn on again;

  3. The switch changes to the on position to indicate the storage place is enabled, and , indicating users can connect folders from that storage place again.

Info

Changes to these settings save are saved automatically and apply immediately.

Authentication method

The SharePoint Connector app requires user authentication by default to view connected folders and preview and edit attached items. Admins can change this to simplify sharing if there aren't specific user permissions from the cloud storage that need to be replicated on Confluence.

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Note

Changing this setting removes connected folders in the file manager. You'll have to connect them again. If you switch to "Require storage authentication," attached files and folders in macros still appear, but you'll need to authenticate with the appropriate account to view the content.
Learn more

Require storage authentication for all storage places

This option is the default setting for new Confluence instances, and admins can apply it to existing ones.
Users need to authenticate to browse connected folders and preview and edit files. Permissions set for users on storage places are applied on Confluence.

Require SharePoint and OneDrive authentication for edit (Legacy)

By selecting this option, admins can set the SharePoint Connector app to apply editing permissions for users from SharePoint and OneDrive.
Users can browse connected folders and preview files, but they must sign in with their Office 365 accounts to edit files so each user has the correct permissions.

Simplified sharing, no authentication required

Admins can select this setting to simplify sharing if there aren't advanced permissions requirements.
Users can browse connected folders and preview and edit files without authenticating on the original storage. Only permissions set on SharePoint Connector and Confluence are applied.

Info

Switching between “Require SharePoint and OneDrive authentication for edit” and the “Simplified sharing” is immediate and saves automatically. Switching to or from “Require storage authentication” opens a dialog with a resume of what will change. The admin needs to confirm to apply the new setting.
Learn more

applied immediately.

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Attachments layout options

By default, the files and folders attached to Confluence pages use a regular header and appear in the collapsed view to use less space on the screen. It’s It's easy to preview the file by clicking the arrow to open the expanded view, which uses the width of the page and is 464px tall by default, or clicking the file name (or preview button) to open the full-screen preview.

The Admin can set different defaults for new macros in the Admin settings section dedicated to the preview options.

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Attachment header

Select the default size for the header of new macros:

  • Regular: The standard size for the header of attached files and folders. It shows a big icon and additional details;

  • Compact: Uses a smaller icon and only shows the name of the file or folder;

  • Hidden for files: Completely hides the file header for files and forces the expanded preview option. Moving the mouse over the file will show a compact header.

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Info

Changes to these settings save are saved automatically and apply applied immediately.

Troubleshooting

The SharePoint Connector app needs access to our services to work correctly, which is an external URL. If you’re experiencing problems accessing the SharePoint Connector app, you can open the “Troubleshoot” tab to check if there’s an issue with the connection to the SharePoint Connector services.

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When this tab is accessed, two tests are run:

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License Status: checks if your instance has a valid license. If this test fails, please check if you have a valid license for SharePoint Connector on the “Manage apps” page.

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Enable advanced SharePoint authentication

With this configuration active, the end user's client (i.e., browser) handles all communication between Confluence and SharePoint. Therefore, to use this mode in the app, the user needs access to both systems and a browser running on the local machine. The same principle applies to administration and the initial setup.

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Confluence must be accessed via HTTPS (SSL)

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Prerequisites for searching documents and lists from Confluence macros

Signed in users should have at least read access to the SharePoint site collection to perform search queries on SharePoint files and folders.

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Create an Application on Azure Active Directory

Display Name and Application ID

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This step is required for the Confluence SharePoint Connector app to send authenticated requests to SharePoint.

To access SharePoint, the SharePoint Connector App must be registered as an Azure Active Directory (Azure AD) application. After a user is authenticated, this registration process involves giving Azure AD details about the SharePoint Connector, such as the address to which replies should be sent.  

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The Azure portal's current look might differ from this guide, as Microsoft frequently updates its user interface screenshots.

Register Application in Azure AD

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Make sure to choose the right Azure AD if your account can access multiple directories on the Azure Portal

  1. Go to All Services > App registrations;

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  1. Select New registration;

  2. In the Register an application view, enter the Name and choose Supported account types;

  3. Click Register.

You successfully registered a new application.

Configure Application in Azure AD

Just select the application you created in the previous step.

Info

If you are unable to find your application, make sure you have selected the "All applications" tab.

Note: the Display Name and Application ID might be different for you.

The application's Overview page will open.

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Make note of the Application (client) ID. You'll need it later.

Add Redirect URIs

  1. Go to the Authentication tab and click on Add a platform;

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  1. On Configure platforms, select Web;

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  1. Next, add the SharePoint Connector App Redirect URIs and click on Configure;

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Samples for Redirect URIs (use your instance URL):

  1. Click on Save to save the changes.

Set API Permissions

  1. You can go to the application's API Permissions page;

Request API permissions

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Note: The Microsoft Graph API permission: "User.Read" should already be present.

  1. Select Add Permission. The Request API permissions panel will open on the right;

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  1. In Microsoft APIs tab, find and select the SharePoint box. Choose Delegated Permissions as the type of permissions your application requires;

Info

Delegated means the permission needs a signed-in user and actions are performed in the context of this user. The user will just be able to access data that he is already allowed to access in SharePoint directly. Our app is not able to access any data without a user.

  1. Expand AllSites and select the following permissions:

  • AllSites.Manage

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  1. Confirm by clicking Add permissions button on the bottom of the panel;

The permissions are now listed in the application's API Permissions table.

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  1. In the Grant consent section of the API Permissions page, click the "Grant admin consent for ..." button;

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  1. Confirm by selecting Yes on the confirmation dialog at the top of the page.

Info

Granting consent means a user authorizes an application to access protected resources on their behalf. Granting admin consent to all users ensures that every user can use the SharePoint macros in Confluence.

  1. Now, you can go to Certificates & Secrets and create a New client secret. Give the name you like to it.

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Client secret values cannot be viewed except immediately after creation. Be sure to save the secret when created before leaving the page.

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Note the Application ID

You'll need the application ID that you got in step Configure Application in Azure AD.

Note the Directory ID

On the Azure portal, check for Directories and save the Directory ID.

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Note: Hovering sometimes fails in specific browsers. You can use another browser if this happens.

Info

You can avoid typing this ID by navigating to Azure Active Directory -> Properties where you can copy the Directory ID to the clipboard

After following above steps, you should now have the following information noted and available for upcoming configuration steps:

  • Application ID

  • Azure Active Directory ID

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Configuration of the SharePoint Connector App for Confluence

Navigate to Global Administration (cog icon) > Configuration > SharePoint & OneDrive Settings > Configure SharePoint connection and enter the required values.

Info

You get the required configuration values by following the configuration steps described above.

Screenshot 2025-01-29 at 21.20.48.pngImage Added

Afterward, you can Submit the entered values and go to the app File Manager in any Confluence Space to test the connection.

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Wrap-up

On this page, you learned about all the Admin settings currently available.

If you still have questions or require help with other global settings, visit our support portal to send us your questions or feature requests. Our team is always happy to help.

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