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Authentication using Named & External Credential

Authentication is becomes possible after selecting a Named Credential is selected in the Filenize configuration screen. Use the To begin the authentication flow, simply use the "Log In" button in within the configuration screen or in the Filenize component to start .

Once the authentication flow . After a successful authentication flowis successfully completed, the user is redirected back to the page where the user was beforethey were on before initiating the authentication process. This seamless process allows users to connect with their designated Named Credential securely and efficiently.

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Authentication using Named Credential Legacy ((warning) DEPRECATED)

With the creation of After creating the Auth. Provider and Named Credential it is possible for , each user to can now log in and use access resources from SharePoint, . To enable this is required for each user that wants to work with Filenize. First, select using Filenize, follow these steps:

  1. Select your user at the top right

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  1. of the screen and click on

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  1. "Settings" > "Authentication Settings for External

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  1. Systems" >

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  1. "New."

  2. Provide the following information:

    • External System Definition: Named Credential

    • Named Credential:

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    • Select your SharePoint Named Credential created earlier

    • User: Your user (This is automatically selected and

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    • read-only for non-admins)

    • Authentication Protocol: OAuth 2.0

    • Authentication Provider:

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    • Select your SharePoint Auth. Provider created earlier

    • Start

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    • Authentication Flow on Save:

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    • Check this option

  1. Upon saving, the Microsoft login screen

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  1. will be displayed. After a successful login, you can use Filenize with SharePoint. This enables seamless access to SharePoint resources for each user in your organization.

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(warning) Authenticated but still an error

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From time to time, you may encounter an error may be shown on the configuration page indicating that the user is not able unable to make establish a connection with SharePoint, even though the Authentication Settings for External System shows the status as Authenticated. This situation can happen occur if the external user still has pending tasks that need to be completed. i.e. , such as a password change . Always try to re-authenticate if this happens so you get prompted or other authentication requirements. If this happens, it's advisable to try re-authenticating to prompt the user with the required tasks.

In additionAdditionally, this can also occur issue may arise if your service user is marked as a guest user in Azure. Make sure To resolve this, ensure that your user is a member rather than a guest. Guest users can authenticate, but they may not have access to use the underlying SharePoint API, leading to the connection issue. By ensuring the user is a member, you can overcome this challenge and ensure smooth communication between Filenize and SharePoint.

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(warning) Microsoft Authentication error

During the authentication process, a prompt can be shown to indicate may appear indicating that the user does not have the correct permission. This can happen occur if access is limited restricted for a specific set of users when using Conditional Access. This is not something Filenize can work around but Unfortunately, Filenize cannot work around this limitation directly. However, the issue can be evaluated and addressed in Azure. Please

To diagnose the situation and resolve any Conditional Access-related problems, it is recommended to reach out to your Azure admin to diagnose the situation. They can investigate the Azure AD sign-in events and identify the specific conditions causing the access restrictions. By working together with your Azure admin, you can ensure that the necessary permissions and configurations are in place to enable smooth authentication and seamless usage of Filenize with SharePoint. (https://docs.microsoft.com/en-us/azure/active-directory/conditional-access/troubleshoot-conditional-access#azure-ad-sign-in-events )