Connecting to Microsoft SharePoint

Microsoft SharePoint is a powerful collaboration and document management platform that enables teams to store, organize, share, and access information securely from any device. Integrating SharePoint with IBM watsonx Orchestrate enables you to automate document workflows, synchronize content, and streamline enterprise collaboration.

To enable this integration, you must establish a secure connection that facilitates communication between the two systems. See Managing connectionsfor more details.

By default, Single sign-on (SSO) is disabled for your app. To enable it, refer to Configuring single sign-on for applications.

Connecting to Microsoft SharePoint using OAuth2

To connect watsonx Orchestrate to Microsoft SharePoint:

  1. From the main menu, go to Manage > Connections.

  2. Search for Microsoft.

  3. Search for Microsoft and locate the connection ID: microsoft_oauth2_auth_code_ibm_184bdbd3

  4. Click edit next to the matching connection ID.

  5. Select the environment where you want to create the connection:

    • Draft: for testing and development
    • Live: for production use

  6. Select OAuth2 Authorization Code as the Authentication Type.

  7. Provide the following keys and their respective values:

    • Server URL: Base URL of the Microsoft server.
    • Token URL: Endpoint to exchange the authorization code for an access token.
    • Scope: Specify offline_access. Defines the level of access being requested. You can include other scope items, separated by spaces.
    • Authorization URL: URL where users are redirected to log in and authorize access.
    • Client ID: Unique ID for your application (available in Microsoft UI).
    • Client Secret: A secret key used to authenticate your app with Microsoft.

    To get these values, see the Microsoft API documentation.

  8. Choose the appropriate credential type.

  9. Click Save to complete the setup.

Note: The icon A Supports appears indicates that the connection was successfully established.

Connecting to Microsoft SharePoint (Base)

Note: For agents deployed before September 2025, continue using existing connection types for Microsoft SharePoint integration. For agents created after September 2025, OAuth2 is the only supported authentication method for Microsoft SharePoint.

To connect watsonx Orchestrate to Microsoft SharePoint:

  1. From the main menu, go to Manage > Connections.

  2. Search for Microsoft and locate the connection ID: microsoft_key_value_ibm_184bdbd3

  3. Click edit next to the matching connection ID.

  4. Select the environment where you want to create the connection:

    • Draft: for testing and development
    • Live: for production use

  5. Set Authentication Type to Key Value Pair.

  6. Add the following keys and their respective values. Click Add new field to input each pair:

    Key Description
    client_id The client ID of your registered Microsoft application
    client_secret The client secret associated with your Microsoft app
    username The SharePoint account username (typically the email address)
    password The password for the SharePoint account or app-specific password
    authority The authority URL for authentication
    base_url The base URL for Microsoft

    To get these values, see the Microsoft API documentation.

  7. Choose the credential type.

    Note: Only the team credentials are supported when an app is connected using the Key Value Pair authentication type.

  8. Click Save to complete the setup.