Strategy One

Connect to SharePoint and OneDrive

Create an OAuth App in Azure

  1. Sign in to https://portal.azure.com/#home.

  2. Go to App registrations and click New registration.

  3. Type an application Name.

  4. Expand the Supported account types drop-down list and choose the account type that can use the application.

  5. Click Register.

  6. In the left navigation, expand Manage and choose Authentication (Preview).

  7. Click Redirect URI configuration.

  8. In Web applications, choose Web.

  9. In Add Redirect URI, add a Callback URL for Web, Library, or Workstation using the following formats:

    • Web redirect URI: https://<servername>/MicroStrategy/servlet/mstrWeb?evt=3172

    • Library redirect URI: https://<servername>/MicroStrategyLibrary/auth/DIOAuthRedirect.jsp

    • Workstation redirect URI: http://127.0.0.1

  10. Click Configure.

  11. In the left navigation, expand Manage and choose API permissions.

  12. Click Add a permission.

  13. Choose Microsoft Graph and Delegated permissions.

  14. Select the checkbox next to the following permissions:

    • openid

    • Sites.Read.All

    • User.Read.All

  15. Click Add permissions.

  16. Click Add a permission.

  17. Choose SharePoint and Delegated permissions.

  18. Select the checkbox next to the following permissions:

    • AllSites.Read

    • Sites.Read.All

    • User.Read.All

  19. Click Add permissions.

  20. Copy the client ID, client secret, and directory (tenant) ID. You will need these values for future steps:

    1. To copy the client ID, go to Overview and copy Application (client ID).

    2. To copy the directory (tenant) ID, go to Overview and copy Directory (tenant) ID.

    3. To copy the client secret:

      1. Expand Manage and Certificates & secrets.

      2. Click New client secret.

      3. Type a Description.

      4. Expand the Expires drop-down list and choose a client secret expiration day.

      5. Click Add.

      6. Click Copy to Clipboard next to the secret Value.

Connect to SharePoint and OneDrive Data Source

Prerequisites

You must have the Configure security settings and Create and edit database instances and connections privileges.

Create a New Authentication Service in Workstation

For more information on creating identity and access management (IAM) objects, see Manage OAuth Enterprise Security with Identity and Access Management (IAM) Objects.

  1. Open the Workstation window.

  2. In the Navigation pane, click , next to Enterprise Security.

  3. Choose Gateway Authorization and click Next.

  4. Type a Display Name.

  5. Expand the Select an identity provider drop-down list, choose Azure.

  6. In Strategy Configuration, enter the Client ID, Client Secret, and Directory (tenant) ID you copied in Create an OAuth Application in Salesforce.

  7. Click Save.

Connect to SharePoint and OneDrive in Mosaic Studio

  1. Create a Mosaic model or right-click an existing Mosaic model and choose Edit.
  2. In the Sources tab, click Add File Storage.

  3. Click SharePoint and OneDrive.

  4. Type a Name for the data source.

  5. Expand the Authentication Service drop-down list and choose the authentication service you created in Create a New Authentication Service in Workstation.

  6. Optionally click Test.

  7. If the connection is successful, click Save.

Import Data

  1. Click your SharePoint and OneDrive source and enter your Microsoft Login.

  2. Expand OneDrive or SharePoint and click the files you want to import.

  3. View the sample data and adjust your column types.

  4. Click Add.

  5. Click Proceed.

  6. View and choose suggestions, view object logical relationships, or automatically create attributes and metrics.

  7. Click Save, Save as, or Publish.

  8. If you Saveor Save as your Mosaic model:

    1. Type a Name and Description.

    2. Choose a Save in folder location.

    3. Optionally, select the check box next to Certify Mosaic Model.