To create a SharePoint authentication method in Automate MFT, you must complete several preliminary steps in Microsoft Entra (Azure AD). These steps are required for both certificate-based and app secret-based authentication.

We strongly recommend certificate-based authentication for better security and future compatibility.

Preliminary Steps

For Certificate Access (Recommended):
  1. Generate a TLS certificate.
  2. Import the certificate into the Keys and Certs library in Automate MFT.
  3. Register an app in the Microsoft Entra portal. During the registration, upload the TLS certificate to the Entra portal and add API permissions so Automate MFT can access SharePoint.
  4. Note the identifiers provided in the Entra portal, such as Client ID and Tenant ID, for use in Automate MFT.
For App Access (using an app secret):
  1. Register an app in the Microsoft Entra portal.
  2. Generate a client secret in the Entra portal.
  3. Note the identifiers and secret value provided in the Entra portal for use in Automate MFT.

Add the Reusable Authentication Method

  1. Add the reusable authentication method:
    1. Click the Libraries drop-down menu and select Authentication Methods.
    2. Click the Add Authentication Method drop-down menu and select SharePoint.
  2. Provide a unique name for the authentication method.
  3. Optionally, enter a description to help identify the purpose or scope of this method.
  4. Select either Certificate Access or App Access. For more information about each authentication method, see SharePoint authentication.

    Certificate Access (Recommended)

    Client ID: A unique identifier assigned to an application registered in Microsoft Entra ID, used to access SharePoint resources. Also known as the Application ID.

    Certificate private key: Select the certificate to associate with your SharePoint App.

    Tenant ID: A unique identifier for an Microsoft Entra ID tenant. Also known as the Directory ID.

    App Access

    Client ID: A unique identifier assigned to an application registered in Microsoft Entra ID, used to access SharePoint resources. Also known as the Application ID.

    Client Secret: The Client Secret for your SharePoint App.

    Tenant ID: A unique identifier for an Microsoft Entra ID tenant. Also known as the Directory ID.
  5. Save the new authentication method.