Dasseti–SharePoint Integration Guide

Overview

Dasseti users can integrate with Microsoft SharePoint to upload or download files directly between Dasseti and their organization’s SharePoint portal. This guide provides a step-by-step explanation for enabling and using this integration.

Key Features

• Upload files from Dasseti to SharePoint

• Download files from SharePoint into Dasseti 

• Secure integration using OAuth-based access

• Granular control via SharePoint permissions

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1. Uploading Files from Dasseti to SharePoint

To transfer files from Dasseti to your SharePoint site:

1. Navigate to the Files module in Dasseti.

2. Select the file(s) you want to push to SharePoint.

3. Click on the Copy to SharePoint button.

   

4. A SharePoint folder popup will appear - select the appropriate destination folder.

   • 

5. Confirm the upload. The file will now be available in your SharePoint portal.

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2. Downloading Files from SharePoint into Dasseti

To copy files from SharePoint into Dasseti:

1. Navigate to the Files module on your menu bar.

2. Select the folder where you want to store the imported files.

3. Click the Copy from SharePoint button.

   

4. A SharePoint browser window will appear.

5. Select the desired files and confirm.

   

6. The selected files will be copied into Dasseti.

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3. Configuring SharePoint for Dasseti Integration

To authorize Dasseti to interact with your SharePoint portal, follow the steps below:

Step 1: Set Up SharePoint Authorization

Create a SharePoint App with App-Only access for Dasseti:

1. Follow this guide to register your SharePoint app and generate credentials:
   How to generate client ID and secret to register SharePoint App with OAuth | Code2care
    

2. Use the following AppPermissionRequests XML for full access:

<AppPermissionRequests AllowAppOnlyPolicy="true">
  <AppPermissionRequest Scope="http://sharepoint/content/tenant" Right="FullControl" />
</AppPermissionRequests>

3. Save the following details after setup:

   • Client ID

   • Client Secret

   • Tenant ID

   • SharePoint Site URL

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Step 2: Add SharePoint Credentials in Dasseti

To complete the integration:

1. Log into Dasseti as a Company Admin.

2. Navigate to Settings > File Services > SharePoint Access.

3. 

4. 

5. Click Add Setting.
    

6. Enter the SharePoint credentials:

   • Client ID

   • Client Secret

   • Tenant ID

   • SharePoint Site URL

Once added successfully, you can begin using:

• Copy to SharePoint

• Copy from SharePoint

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4. Security: How Dasseti Handles Your SharePoint Credentials

Dasseti follows best-in-class security practices to protect your SharePoint access:

1. All SharePoint credentials are encrypted upon entry and securely stored.

2. Dasseti uses these credentials only to generate a secure access token.

   • This access token is valid for 72 hours.

   • Tokens are automatically regenerated after expiration.

3. On logout, any cached tokens are securely cleared from the system.

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5. Understanding Tenant ID and Permissions

• The Tenant ID (user realm) defines the level of SharePoint access granted to Dasseti.

• To enable full upload/download functionality, provide the following permissions:

<AppPermissionRequests AllowAppOnlyPolicy="true">
  <AppPermissionRequest Scope="http://sharepoint/content/tenant" Right="FullControl" />
</AppPermissionRequests>