Microsoft Drives

Brightspot's Microsoft Drives integration lets you search and import files from OneDrive or SharePoint into federated search, and can convert imported documents and spreadsheets into other Brightspot content.

Configuring the integration

An administrator registers an Azure AD (Entra ID) app for API access first, outside Brightspot.

To configure the Microsoft Drives integration:

1. From the left navigation, under Admin, click Sites & Settings, then select the Global site.
2. From the Integrations tab, expand the Microsoft cluster.
3. Expand the App list, and select an app. If the required app does not appear, click Create New, and complete the following fields:
   1. (Optional) In the Name field, type a name to identify this app.
   2. In the Client Id field, type the client ID from your registered Azure AD app.
   3. In the Client Secret field, type the client secret from your registered Azure AD app.
   4. In the Tenant Id field, type the tenant ID from your registered Azure AD app.
4. Click Save.

Linking your account

Microsoft Drives imports files on behalf of the signed-in editor rather than a shared service account. If you have not linked your Microsoft account, the search results panel shows a "Click here to authenticate with Microsoft Drives" prompt instead of a search field.

To link your Microsoft account:

1. Open the search panel for Microsoft Drives.
2. Click the authentication link.
3. Sign in to Microsoft and approve the requested permissions.

After you approve access, Brightspot returns you to the search panel and Microsoft Drives is ready to search.

note

For an asset imported from Microsoft Drives, a Sync widget on the asset's edit page indicates whether the source file has changed since it was imported. Click Reimport From Source to pull in the latest version—if the asset is published, this creates a draft of the differences instead of overwriting it directly.

Importing a document or spreadsheet

This module doesn't ship a content type for imported files. Which content type a Word document or Excel spreadsheet converts to—if any—depends entirely on what your project has implemented.

To import a document or spreadsheet:

1. Open the search panel for Microsoft Drives.
2. Click the file you want to import.
3. If your project provides more than one way to convert the file, select the one you want from the Converter list.
4. For a spreadsheet, under Field Mappings, map each column you want to import to a field on the target content type.
5. Click Import.
6. Complete your site's workflow and publish the asset.

note

If no converter appears, or the one you need is missing, ask your development team to extend DocumentConverter (for Word documents) or MicrosoftDrivesSpreadsheetConverter (for Excel spreadsheets). For details, see Extending the plugin.