Permissions

To use the connector with SharePoint Online, OpenText recommends that you set up an OAuth service application, and grant permissions to that application. For information about how to do this, and a list of permissions that are required, see Set up an OAuth Service Application.

To use the connector with an on-premise SharePoint server, the following permissions are required:

  • To perform the Synchronize, SynchronizeGroups, Collect, and View actions, the user specified by the Username parameter in the connector's configuration file must have "Full Read" access. OpenText recommends that you create a web application policy to grant this permission to the relevant user.
  • To index user profiles (when IndexUserProfiles=true) the user specified in the configuration file needs to have at least "Retrieve People Data for Search Crawlers" permission on the user profile service application.
  • To insert documents using the Insert fetch action the user specified in the configuration file needs to have sufficient privileges to create new documents. For example, create a web application policy granting "Full control" to the user.