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Connecting SailPoint and Microsoft SharePoint Online SaaS

To connect SailPoint with Microsoft SharePoint Online, perform the following tasks:

Adding the Source in SailPoint

To connect to SailPoint, perform the following steps. Once the connection is made, you can configure it to meet your company's needs.

Important

By default, the provisioning feature is disabled, and the connector only supports read-only operations. To support provisioning operations, you must manually enable the feature in the source configuration.

To configure a new source:

  1. Sign in to SailPoint.
  2. Go to Admin > Connections > Sources.
  3. Select Create New.
  4. Search for the connector by entering the name in the search box, and then select Configure.
  5. In the Source Name field, enter a unique and descriptive name for your source. Source names cannot exceed 128 characters.
  6. In the Description field, provide additional details about the source to help distinguish it from similar sources. This field allows a maximum of 2,000 characters.
  7. In the Source Owner field, begin typing the name of an owner. Matches appear after you type two or more letters. For more information, refer to Assigning a Source Owner.
  8. (Optional) Select a governance group to grant its members source or role sub-admin level oversight of the source and its access. For more information, refer to Creating and Managing Governance Groups.
  9. If this source represents a primary system containing your organization's personnel records, select the Authoritative Source checkbox. For more information, refer to Creating Identity Profiles.
  10. Select Continue. The source is created, and you are navigated to the Source Setup > Base Configuration page. Continue to configure your connected source there.

Base Configuration

Provide the base configuration parameters. Information you entered in the Create New Source dialog is automatically entered into the fields in the Base Configuration page. You can edit this information if necessary.

  1. Enter a unique name and description for the source.

  2. In the Source Owner dropdown list, select the identity that owns this source.

    • To find a source owner, begin entering their name.

  3. (Optional) If enabled for your organization, select the Use a Credential Provider checkbox to manage the source's authentication using a credential provider.

    Note

    To add a credential provider, go to Admin > Connections > Credential Providers. For more information about credential providers, refer to Credential Providers.

  4. Configure the authentication to allow SailPoint to connect to the source. Refer to Connection Settings for more information.

  5. (Optional) In the Governance Group for Source Management dropdown list, select a governance group to associate with this source. For more information about governance groups, refer to Associating Governance Groups with a Source.

  6. (Optional) Choose whether to enable or disable provisioning for the source. Provisioning is disabled by default.

    • Enable Provisioning - Set the toggle to Enabled to allow the source to create, update, and deactivate accounts in the connected source system.

    • Disable Provisioning - Set the toggle to Disabled to disable provisioning for the source. Disabling provisioning will prevent the creation, updating, or deactivating of accounts on this source.

  7. Select Save.

Connection Settings

To configure a direct connection between the Microsoft SharePoint Online source and SailPoint, specify the authentication type and grant type.

Note

Microsoft recommends using JWT Certificate Credentials for authentication, as other grant types (Client Credentials, Refresh Token/Auth Code) are deprecated and will stop working after April 2, 2026. Use JWT Certificate Credentials for all new and existing source configurations.

JWT Certificate Credentials (Recommended)

The JWT Certificate Credentials method supports authentication based on a JWT assertion prepared from a certificate and private key.

JWT Certificate Credentials

  1. Select JWT Certificate Credentials from the Grant Type drop-down list.
  2. Enter the Client ID of the application registered in Microsoft Entra ID. For more information, refer to Registering an Application Using the Azure AD Portal.
  3. Enter the valid Certificate details of the source created on the SharePoint Online managed system.
  4. Enter the valid Private Key text that is used to sign the JWT assertion and the corresponding Private Key Password.
  5. Enter the SharePoint Online Domain Name. For example, contoso.sharepoint.com.

  6. In Authentication Endpoint URL, enter the URL that corresponds to the Microsoft Azure Active Directory authentication endpoint deployed on a national cloud.

    For example, for the US government, enter https://login.microsoftonline.us, or for China enter https://login.partner.microsoftonline.cn.

  7. Select Save.

Client Credentials (Deprecated)

Use the Client Credentials with the ID and Secret parameters.

Client Credentials

  1. Select Client Credentials from the Grant Type drop-down list.
  2. Enter the Client ID and Client Secret of the source created on the SharePoint Online managed system. For more information, refer to Registering Application with OAuth Client Credentials from SharePoint Portal.
  3. Enter the SharePoint Online Domain Name. For example, contoso.sharepoint.com.

  4. (Optional) In Authentication Endpoint URL, enter the URL that corresponds to the Microsoft Azure Active Directory authentication endpoint deployed on a national cloud.

    For example, for the US government, enter https://login.microsoftonline.us, or for China enter https://login.accesscontrol.chinacloudapi.cn.

  5. Select Save.

Refresh Token / Auth Code (Deprecated)

The Auth Code / Refresh Token grant type is a client credentials-based authentication protocol. In addition to client credentials, it uses a Refresh Token to authenticate.

Refresh Token / Auth Code

  1. Select Refresh Token / Auth Code from the Grant Type drop-down list.
  2. Enter the Client ID and Client Secret of the source created on the SharePoint Online managed system. For more information, refer to Registering Application with OAuth Client Credentials from SharePoint Portal.
  3. Enter the valid Refresh Token obtained after registering the app with the Azure Active Directory Portal. For more information, refer to Generating a Refresh Token.
  4. Enter the SharePoint Online Domain Name. For example, contoso.sharepoint.com.

  5. In Authentication Endpoint URL, enter the URL that corresponds to the Microsoft Azure Active Directory authentication endpoint deployed on a national cloud.

    For example, for the US government, enter https://login.microsoftonline.us, or for China enter https://login.partner.microsoftonline.cn.

  6. Select Save.

OAuth 2.0 Authentication Methods

The Microsoft SharePoint Online SaaS connector supports OAuth 2.0 authentication with the following grant types:

Note

Microsoft recommends using JWT Certificate Credentials for authentication, as other grant types (Client Credentials, Refresh Token/Auth Code) are deprecated and will stop working after April 2, 2026. Use JWT Certificate Credentials for all new and existing source configurations.

  • JWT Certificate Credentials (Recommended)

  • Refresh Token/Auth Code (Deprecated)

  • Client Credentials (Deprecated)

JWT Certificate Credentials and Refresh Token/Auth Code

Prerequisites

  • Obtain the Client ID and Client Secret from Microsoft Entra ID by registering the application. For more information, refer to Registering an Application Using the Azure AD Portal.

    Note

    It is mandatory to use the Global Admin and Admin of all Sites User in SharePoint Online to create the application in Microsoft Entra ID.

  • If the grant type is JWT:

    The Certificate (self-signed or CA signed) must be uploaded and registered at the Azure Active Directory portal. To register the certificate with the Microsoft Identity Platform, complete the following:

    1. Sign in to the Azure Portal.
    2. In the Azure app registrations for client application, select the client application.

    3. Select Certificates & secrets.

      Select Upload certificate and then select the certificate file that you want to upload.

    4. Select Add.

    5. Obtain the values for the following:

      • Private Key: The private key text file.
      • Private Key Password: The password for the private key.
      • Certificate: The text file of the same certificate that was uploaded to the Azure portal.

  • If the grant type is Refresh Token/Auth Code, generate a refresh token. For more information, refer to Generating a Refresh Token.

Assign the following required permissions to the application:

  1. In the Azure Active Directory console of the registered app, select API permissions.
  2. Select Add a permission.

  3. On the Request API permissions page, a list of supported APIs is displayed.

    • Microsoft Graph is under the commonly used Microsoft API.
    • Azure Active Directory Graph under supported Legacy API.
    • SharePoint is under Microsoft API.

  4. Under What type of permissions does your application require?, select the permission type as Delegated or Application. See the following table for the type:

    Permission Type Purpose
    Microsoft GRAPH API
    Directory.ReadWrite.All Delegated Read, Update, and Delete Group
    Add membership
    Directory.AccessAsUser.All Delegated Change Password and Delete User
    User.ReadWrite.All Delegated Read and Update any User
    Group.ReadWrite.All Delegated Read and write all groups
    GroupMember.ReadWrite.All Delegated Read and write group memberships
    Sites.FullControl.All Delegated Have full control of all site collections
    SharePoint Online API
    AllSites.FullControl Delegated Have full control of all site collections
    AllSites.Manage Delegated Read and write items and lists in all site collections
    Sites.FullControl.All Application Have full control of all site collections
    Sites.Search.All Delegated Run search queries as a user
    User.ReadWrite.All Delegated Read and write user profiles
    User.ReadWrite.All Application Read and write user profiles

  5. Under Select permissions, select the required permissions.

  6. Select Add permissions.
  7. In Grant consent, select Grant Admin Consent for your configuration and directory. Select Yes when prompted in the pop-up dialog box.
Client Credentials (Deprecated)

This is the default grant type authentication.

Prerequisite

Note

It is mandatory to use the Global Admin and Admin of all Sites User in SharePoint Online to create the application in Azure Active Directory.

Assign the following required permissions to the application:

  1. In the Azure Active Directory console of the registered app, select API permissions.
  2. Select Add a permission.

  3. On the Request API permissions page, a list of supported APIs is displayed.

    • Microsoft Graph is under the commonly used Microsoft API.
    • Azure Active Directory Graph under supported Legacy API.
    • SharePoint is under Microsoft API.

  4. Under What type of permissions does your application require?, select the permission type as Delegated or Application. See the following table for the type:

    Permission Type Purpose
    Microsoft GRAPH API
    Directory.ReadWrite.All Delegated Read, Update, and Delete Group
    Add membership
    Directory.AccessAsUser.All Delegated Change Password and Delete User
    User.ReadWrite.All Delegated Read and Update any User
    Group.ReadWrite.All Delegated Read and write all groups
    GroupMember.ReadWrite.All Delegated Read and write group memberships
    Sites.FullControl.All Delegated Have full control of all site collections
    SharePoint Online API
    AllSites.FullControl Delegated Have full control of all site collections
    AllSites.Manage Delegated Read and write items and lists in all site collections
    Sites.FullControl.All Application Have full control of all site collections
    Sites.Search.All Delegated Run search queries as a user
    User.ReadWrite.All Delegated Read and write user profiles
    User.ReadWrite.All Application Read and write user profiles

  5. Under Select permissions, select the required permissions.

  6. Select Add permissions.
  7. In Grant consent, select Grant Admin Consent for your configuration and directory. Select Yes when prompted in the pop-up dialog box.

Activity Insights Settings

SailPoint pulls in activity data in the form of events like user logins, password changes, and content updates within the application. You can view an identity’s activity data within an application to discover trends for that user.

Important

Contact your SailPoint Customer Success Manager (CSM) for more information on Activity Insights. For more information on utilizing activity data, refer to Activity Insights.

Activity Insights Settings allows you to gather account information and activity data from Microsoft SharePoint Online. To enable Activity Insights for the Microsoft SharePoint Online application, refer to Prerequisites for more information.

To configure Activity Insights, complete the following:

Screenshot

Activity Insights Settings

  1. Go to Activity Insights Settings.
  2. Select Enable Activity Insights to view access to data insights on source and application activity such as logins and other app-specific events.
  3. Select Save.

Aggregation Settings

Use the aggregation parameters to set up the aggregation of data from the managed sites.

Screenshot

Aggregation Settings Aggregation Settings

  1. Enable Manage All Sites if you want to manage all the sites.
  2. In Include Site Collections, enter the list of all the site collections that are to be managed.
  3. In Exclude Site Collections, enter the list of all the site collections that are to be excluded.
  4. Enter the Page Size. This is the number of objects to fetch in a single page for a Site Collection. The default size is 500.
  5. Select Save.

Administrator Settings

Configure administrator settings to troubleshoot issues with the connector.

  1. If the Debug Logging feature is needed, please contact SailPoint.

    Important

    Debug Logging should not be enabled without SailPoint guidance.

  2. Enable Debug Logging, then select an Expiry Time to auto disable the logs. You can update the time as required for your organization.

  3. Select Save, then refresh the page to view the detailed expiration timestamp.

    Screenshot

    Enable debug logging

Review and Test

Perform a test to confirm the connection to SailPoint.

  1. Go to Review and Test.

  2. Confirm that the entries in each field are correct.

    If you note any mistakes, return to the section and make corrections.

  3. Select Test Connection.

SailPoint Application Onboarding

SailPoint application onboarding enables you to easily onboard new applications and create sources following the successful onboarding of a discovery source. To use this feature, continue to Discovered Applications in the SailPoint user interface.

For more information, refer to Application Onboarding in the SailPoint SaaS documentation.

Documentation Feedback

Feedback is provided as an informational resource only and does not form part of SailPoint’s official product documentation. SailPoint does not warrant or make any guarantees about the feedback (including without limitation as to its accuracy, relevance, or reliability). All feedback is subject to the terms set forth at https://developer.sailpoint.com/discuss/tos.