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Integrating SailPoint with Microsoft SharePoint Online SaaS

Microsoft SharePoint Online is a cloud-based service that helps organizations share and manage content, knowledge, and applications. The SailPoint Microsoft SharePoint Online SaaS connector manages SharePoint users and groups from all site collections present on the Microsoft SharePoint Online directory.

This document is designed to give specific information about the requirements and field definitions needed to get a working instance of a Microsoft SharePoint Online SaaS.

Note

To view the latest features, enhancements, and fixes for all SaaS connectors, refer to the SaaS Release Notes page.

Onboard Microsoft SharePoint Online SaaS with SailPoint Agentic Fabric (SAF)

SailPoint Agentic Fabric (SAF) provides an automated, guided onboarding experience to connect your Microsoft SharePoint Online environment to SailPoint. SAF automatically creates, deploys, and configures the Microsoft SharePoint Online SaaS source in SailPoint, reducing the manual setup steps. After onboarding, the source is ready for aggregation and governance.

For detailed onboarding instructions, prerequisites, and supported deployment models, refer to Connecting Sources.

Important

To enable advanced governance capabilities for Microsoft SharePoint Online resources and AI agents, an active SailPoint Agentic Fabric Advanced Governance license is required. Contact your SailPoint Customer Success Manager to request access and for more information.

Supported Features

The Microsoft SharePoint Online SaaS connector supports the following features:

Note

Before you can use any of the following items marked with an asterisk (*), SailPoint must activate the feature for your site.

Account Management

  • Manage Microsoft SharePoint Online Users as Accounts
  • Account Aggregation and Account Refresh
  • Create
  • *Add or Remove Entitlements (Groups from Sites and Subsites)
  • *Access Certifications (certification of entitlements connected to accounts)

  • *HTTP and HTTPS Proxy Configurations

  • *Provision Microsoft SharePoint Online Accounts

Entitlement Management

  • Manage Microsoft SharePoint Online Groups as Entitlements
  • Aggregate Groups (from Sites and Subsites)

Supports OAuth2.0 Authentication

The Microsoft SharePoint Online SaaS connector supports OAuth 2.0 authentication. For more information, refer to OAuth 2.0 Authentication Methods.

Activity Insights

Activity Insights supports activity from Microsoft SharePoint Online and its associated accounts. This allows you to gather account information and activity data from Microsoft SharePoint Online.

Important

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

Prerequisites

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.

  • You must install IQService to use this feature. For more information, refer to IQService.

  • Before/After scripts can be executed by the latest version of IQService. You can use this feature to write custom PowerShell scripts that can be invoked before and after provisioning operations for this connector.

Warning

To enhance security, it is mandatory to configure the TLS for IQService. If you continue using non-TLS configuration, any before and after script execution will be disabled to safeguard your environment. Remove non-TLS configuration for IQService to execute any rules and scripts.

Register a New Application in Microsoft Entra ID:

  1. Sign in to the Microsoft Entra admin center.
  2. Go to Identity > Applications > App registrations.
  3. Click on New Registration.

  4. Fill in the application details:

    • Name: Give your application a descriptive name. For example, SharePoint API Client.
    • Supported account types: Select Accounts in this organizational directory only.

  5. Click Register

The following are the steps for creating JWT certificate credentials for OAuth2.0 authentication. For more information refer to OAuth 2.0 Authentication Methods.

Steps for registering an application and assigning API permissions

  1. Create an application in Azure and register it. For more information, refer to register a new application in the Microsoft documentation.

    Screenshot

    Registering an application in Azure

  2. Get an Application ID (Client ID) after the app registration, and then generate a Client Secret for it.

  3. Assign API permissions to the Application ID (Client ID). For more information, refer to API permissions in the Microsoft documentation.

    Screenshot

    Assigning API permissions

If you have already completed the above steps, you can skip them and proceed directly to the steps for creating and using the certificate.

Steps for creating and using the certificate

  1. Run PowerShell as an administrator on any of the windows machine, and then generate a self-signed certificate with the following command:

    New-SelfSignedCertificate -DnsName "SPOnline" -CertStoreLocation "cert:\LocalMachine\My"
    Screenshot

    Generating a self-signed certificate

  2. Go to certlm.msc > Personal > Certificates > Export, the export wizard will open and you can step through the process to export the certificate in PFX format.

    Screenshot

    Exporting the certificate Exporting the certificate

  3. Select Include all certificates in the certification path if possible and Enable certificate privacy.

    Screenshot

    Certificate export options

  4. Provide a password to protect the private key using AES-256-SHA256 encryption. This password will be required when you sign your applications using the PFX file you are generating.

    Screenshot

    Protecting the private key

  5. Save on any directory of your choice. Download openssl or use Git Bash.

    Copy the PFX file into the same directory where the command prompt or terminal is opened as an administrator, and run the following commands one by one, pressing Enter after each:

    openssl pkcs12 -in test1.pfx -nocerts -out sp.key
openssl pkcs12 -in test1.pfx -clcerts -nokeys -out sp.crt
openssl rsa -in sp.key -out rsasp.key
    Screenshot

    Extracting the key and certificate files Extracting the key and certificate files

  6. Upload the crt file on the Azure system.

    Screenshot

    Uploading the certificate

  7. In the SailPoint user interface Connection Settings section, enter the details for SharePoint Online application in text for rsasp.key and sp.crt in Private Key. For more information, refer to Connection Settings.

    The Private Key Password is the pass-phrase you provided when generating the sp.key.

    Screenshot

    Entering the private key and certificate

Registering Application with OAuth Client Credentials from SharePoint Portal (Deprecated)

To register the SharePoint Online SaaS connector on SharePoint Online portal, complete the following:

  1. Sign in to the following URL with the account that has the global administrator role and generate the Client Id and Client Secret:

    https://<sitename>.SharePoint.com/_layouts/15/appregnew.aspx

    Enter the respective values for the following fields:

    Fields Values
    Title Add-In
    App Domain localhost
    Redirect Url https://localhost

  2. Select Create. This registers the Add-In and returns a success message with the created information.

  3. Grant permissions to the Add-In to access the SharePoint data.

    Note

    Provide Full Control permission level to the tenant scope to enable the ability to read, write, and manage the Site Collections information.

Grant Access and Full Control Permissions

The connector you registered in the previous section must also be registered on SharePoint Online with tenant level access with Full Control permissions for all configured Site Collections.

To register the connector with the correct access level and permissions, complete the following:

  1. Enter the following URL to redirect to the Grant Permission page (where sitename is the URL of your SharePoint site): https://<sitename>-admin.sharepoint.com/_layouts/15/appinv.aspx
  2. In the AppId field, enter the Client ID you generated in the previous section.
  3. Select Lookup. This populates the values in the following fields: Title, App, Domain, and Redirect URL.

  4. In the Permissions Request XML field, enter the following permission request (in XML format):

    <AppPermissionRequests AllowAppOnlyPolicy="true">
<AppPermissionRequest Scope="http://sharepoint/content/tenant" Right="FullControl" />
</AppPermissionRequests>

  5. Select Create. You are redirected to a page where you must click Trust In.

Enabling Custom App Authentication

If you are using a custom authentication method with your application you must manually enable it using PowerShell cmdlets.

Run the following PowerShell cmdlets on Windows PowerShell:

  1. Install the SharePoint Online PowerShell module (if you don't have it) and execute the following command: $orgName = "<your-org-name>"
  2. Authenticate as the SharePoint administrator using the following command: Connect-SPOService - Url https://$orgName-admin.sharepoint.com
  3. Enable the custom application authentication using the following command: Set-SPOTenant -DisableCustomAppAuthentication $false

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