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Set up the connector in SharePoint

  1. Go to the Microsoft Entra Admin Center.
  2. From the navigation bar, select
    Applications
    , then
    App registrations
    .
  3. Select
    New registration
    .
  4. In the registration screen, provide the following details:
    1. Name:
      Enter a name to identify this application, such as CoCounsel.
    2. Redirect URI:
      Enter the redirect URL. For platform select
      Web
      .
      note
      To find the redirect URL, go to
      CoCounsel Application, Manage, Admin Settings, Integrations, DMS integrations via Syncly, then Get your redirect URL and view setup info.
  5. Select
    Register
    .
  6. Go to
    API permissions
    for the new application.
  7. Add the following permissions and select Grant admin consent:
    1. Microsoft Graphs: Sites.Read.All and User.Read
    2. SharePoint: User.Read
  8. Go to
    Certificates & secrets
    and create a
    New client secret
    .
    1. Description:
      Enter a description to identify the client secret, such as CoCounsel.
    2. Expires:
      Enter a client secret expiry.
  9. Copy the
    Value
    for the newly created Client secret. This will be your Client Secret in the next step.
  10. Go to
    App Overview
    and save the
    Application (client) ID
    and
    Directory (tenant) ID
    . They will be needed in the next step.

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