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Some users do not automatically have access to the named credential that was created, as it is not included in the Filenize User or Admin permission set. To resolve address this issue, you need to create a new permission set or edit the user’s profile, edit it. Follow the instructions below:
For Legacy Named Credentials:
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Open Named Credential Access
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.
Add your named credential to the Enabled Named Credentials column.
For New Named Credentials:
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Open External Credential Principle Access
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.
Add your principle to the Enabled External Credential Principals column.
Users don’t see Authentication Settings for External Users under their personal settings
Salesforce hides the menu item if the user does not have lacks access to any named credential that exists in within the org. This can be resolved using the steps described in 10.1 organization. To address this, create a new permission set or edit the user’s profile with the following steps:
For Legacy Named Credentials:
Open Named Credential Access.
Add your named credential to the Enabled Named Credentials column.
For New Named Credentials:
Open External Credential Principle Access.
Add your principle to the Enabled External Credential Principals column.
As an admin i don’t see my sites or subsites when configuring my SharePoint instance
This can be due to a couple of reasons reasons:
Your Named Credential
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URL is directly targeting your site or subsite.
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Ensure the
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URL ends with http://sharepoint.com.
You
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may not have read permission on the site or subsite.
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Ensure your SharePoint admin has provided you with the
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necessary access rights.
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If you have recently been granted read permission
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, the method to
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display available sites and subsites
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is indexed by SharePoint. SharePoint refreshes
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its indexes every couple of minutes
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to an hour
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, and we do not have control over this process.
The workaround is to fill in the site or subsite in the
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search field and click on "Use" when done. The value can be found in the
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URL when visiting SharePoint Online, for example, .
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.
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.
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/mycompany.sharepoint.com/sites/SITE/SUBSITE/
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As a final note, it is important to configure Filenize with a user that has full control rights in SharePoint to avoid further permission issues.
As a user im not able to see a parent folder even though i have access to a subfolder
This is SharePoint’s way of workinghow SharePoint operates. A user still has retains access when going directly to the accessing a subfolder , but is not able to browse but cannot navigate through the hierarchy from the parent folder to the subfolder. Filenize is not able to change cannot alter the standard behaviour behavior of SharePoint. In However, in Filenize you would be able , you have the option to pin the subfolder, so allowing users are to be directly routed directed to the correct specific folder they have access to.
Does Filenize use any middleware or additional endpoints outside of Microsoft?
Filenize doesn’t use a middlelayer, it’s directly communicating directly communicates with the SharePoint API customised customized by the admin itself. When installing an app that contains without utilizing a middle layer. During the installation of an app containing additional endpoints from the AppExchange, you get prompted during the installation to notify you about the potential risk. Filenize does not have any additional endpoints and you won’t get prompted as suchusers are always prompted to acknowledge potential risks. Filenize, however, only uses the endpoints provided by Microsoft to have access to Microsoft visual icons.
“If the package contains a remote site setting, you must approve access to websites outside of Salesforce. The dialog box lists all the websites that the package communicates with. We recommend that a website uses SSL (secure sockets layer) for transmitting data. After you verify that the websites are safe, select Yes, grant access to these third-party websites and click Continue, or click Cancel to cancel the installation of the package.” (https://help.salesforce.com/s/articleView?id=sf.distribution_installing_packages.htm&type=5 )
There is documentation available on how to setup For detailed instructions on setting up the connection between Salesforce and SharePoint, refer to the documentation at 3. Connecting Salesforce with SharePoint. This The connection is all done established using Salesforce Named Credentials, so you have full control over the connection. (3. Connecting Salesforce with SharePoint ) The only domains Filenize uses are (which you need to add ensuring control.
It's essential to add the following domains to the Named Credential yourself):
API Resources: https://<your_tenant_name>.sharepoint.com (API resources)
API Authentication: https://login.microsoftonline.com/ (API Authentication)
As a user I’m not able to create a folder hierarchy where the total path is longer than 400 characters
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