Microsoft OneDrive & SharePoint authentication

Prerequisites

In Integration Service, when creating a connection to one of our Microsoft Graph-based connectors, you can choose between three authentication options:

• OAuth 2.0 Authorization code – connects to the UiPath public application.
• OAuth 2.0 Client credentials - uses a service account.
• Bring your own OAuth 2.0 app – connects to a private application you create.

Note:

For more details regarding the different authentication types, see the How to connect to Microsoft 365 activities guide.

Environment

When you first access the Authentication screen, you can select an Environment. The available options are:

• Office 365 (default)
• US Government L4 - Public Sector domain
• US Government L5 - Public Sector domain
• China

For details, see Microsoft Graph and Graph Explorer service root endpoints.

Admin consent

Many organizations require an administrator's consent before creating a connection to an external application. The admin consent workflow requires an admin to approve the app registration to specific users or groups before a connection is established. For more information, see Overview of admin consent workflow and User and admin consent in Microsoft Entra ID in the Microsoft documentation.

Note:

Integration Service impersonates the user that creates the connection. The user’s credentials offer access to all of the same resources that they have in the given application. If you share the connection, every change made to Microsoft SharePoint or OneDrive with that connection is made on behalf of that user.

Scopes

The connector requests the following permissions/scopes:

• UiPath Public App: offline_access, Files.Read, Files.Read.All, Files.ReadWrite, Files.ReadWrite.All, Sites.Read.All, Sites.ReadWrite.All, Group.Read.All, Group.ReadWrite.All, profile, openid, email, User.Read.All.
• Bring your own OAuth 2.0 app:
  • Minimal scopes for creating a connection: openid, offline_access, User.Read.All, Files.Read.
  • Minimal list of scopes required for OneDrive triggers:
    • openid, offline_access, User.Read.All, Sites.Read.All – for events on SharePoint sites;
    • Group.Read.All – for events on groups and calendars;
    • Files.Read.All – for all the remaining event types.

Note: If you authenticate using Bring your own OAuth 2.0 app, you benefit by default from the scopes configured at app creation. If you want to use the default app permissions, you can declare a common scope. This means you use only the permissions configured for that application in Azure. You can also declare additional scopes at connection creation, using the Scopes field. You will then be asked to grant the additional consent during sign-in.

Add the Microsoft OneDrive & SharePoint connection

To create a connection to your Microsoft OneDrive & SharePoint instance, you need to perform the following steps:

1. Select Integration Service from Automation Cloud^TM.

2. From the Connectors list, select Microsoft OneDrive & SharePoint. You can also use the search bar to narrow down the connector.
3. Select the Connect to Microsoft OneDrive & SharePoint button.
4. You are now redirected to the connection page.

   You can choose between two authentication types: OAuth 2.0 Authorization code or Bring your own OAuth 2.0 app.

   • If you select OAuth 2.0 Authorization code, click Connect, then authenticate using your Microsoft email address and password.
   • If you select OAuth 2.0 Client credentials, you must provide an Account. This represents the account used to impersonate a user.
   • If you select Bring your own OAuth 2.0 app, you must provide a Client ID and Client secret, the Tenant ID, and the Scopes you may need to interact with different activities. Check out the activities' documentation to see what scopes they require.
     Note: If you are using a multitenant application, keep the default value for the Tenant ID (common). If you are using a single tenant application, retrieve the Tenant ID from Azure. Refer to How to find your Microsoft Entra tenant ID.
5. Your connection has been added.

Bring your own OAuth 2.0 app

To learn how to create an application, go to Microsoft's official documentation and follow the described steps: Register an application with the Microsoft identity platform.

Note: This is an advanced functionality and requires admin privileges in the target application. Work with your IT administrator to set up your application successfully.

Requirements

When creating your own application to use with Integration Service, you must consider the following requirements:

1. You must configure the application as a Multitenant or Single tenant application.
2. You must configure a Web application.
3. You must configure a Web Redirect URI. The Redirect URI (or callback URL) for your OAuth 2.0 application is provided in the authentication screen when creating a connection: https://cloud.uipath.com/provisioning_/callback.
4. You must set up delegated permissions. For more information, see Permissions in the Microsoft official documentation.
5. Generate a client secret for your application.

Important: The advantage of using your private OAuth application is that you can customize permissions depending on your actual needs. To learn which scopes are required for each activity in the Microsoft 365 package, see Working with scopes and check out the activities documentation.

The connector uses Microsoft Graph API. See the Microsoft Graph permissions reference page for details on all permissions.

After you create your application, use its Client ID and Client Secret to create a connection with the Microsoft connectors.

Refresh tokens for OAuth applications

Refresh tokens for OAuth applications can be invalidated or revoked at any time by Microsoft. This can happen for different reasons, such as timeouts and revocations. For details, see Microsoft's official documentation regarding token expiration.

Warning: Token invalidation results in failed connections and automations are unable to run without fixing connections.

Make sure you follow the best practices from Microsoft when creating your OAuth applications. For details on how to create an OAuth 2.0 application, check out Microsoft's documentation.

Note: This issue affects all Microsoft Graph-based connectors.