Use OAuth authentication

This section explains how to enable user authentication with OAuth in Kofax Export Connector for Microsoft SharePoint, which is configured in the SharePoint Login Information window.

To use OAuth authentication, prepare the following information:

  • Server certificate in CER file format and client certificate in PFX file format. These certificates can be a self-signed or a paid certificate. You can refer to your Microsoft documentation to get the instructions on how to obtain a new certificate.
  • An application with the Sites.Manage.All SharePoint permission in the Microsoft Azure Active Directory.
  • Application ID, Tenant ID, and Certificate Thumbprint. You can collect this information from the Microsoft Azure page after registering an application in the Microsoft Azure Active Directory.
    • Application ID: Copy the value of Application (client) ID from the Overview > Essentials section for your application.

    • Tenant ID: Copy the value of Directory (tenant) ID from the Overview > Essentials section for your application.

    • Certificate Thumbprint: Copy the value of Thumbprint from the Manage > Certificates & secrets > Certificates section for your application.

After obtaining the required information, follow the steps below to use OAuth authentication.

  1. On the SharePoint Login Information window, make sure that the Site URL is provided.

    Example: https://test.sharepoint.com

  2. Select Use OAuth authentication and click the Configuration button.

    The OAuth Configuration dialog box appears.

  3. Fill in the Application ID, Tenant ID, and Certificate Thumbprint fields in the OAuth Configuration dialog box.

  4. Click Save.

    The OAuth Configuration dialog box is closed.

  5. On the SharePoint Login Information window, click OK.

    If the login is successful, the Microsoft SharePoint Export Connector Setup window appears.

  6. Configure the settings on each tab. Click Help on any tab for details about individual settings.

  7. Click OK to complete your setup.