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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 the org. This can be resolved using the steps described in 10.1 within the 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.
Users get an error during autentication “We can't log you in because of an authentication error“
| Info |
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Not applicable for Legacy Named Credentials |
Non-administrators require read access to the External Credentials object in addition to the specific External Credentials Principle Access; otherwise, they will encounter an authentication error during login, which states, "We can't log you in because of an authentication error. For help, contact your Salesforce administrator." You can grant read access by:
Navigating to your permission set (or profile) in Salesforce Setup.
Accessing "Object Settings."
Selecting "User External Credentials."
Choosing the "Read" permission and saving the changes.
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/
...
...
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 such.users are always prompted to acknowledge potential risks. Filenize, however, only uses the endpoints provided by Microsoft to have access to Microsoft visual icons, which are:
Learn more about these endpoints here: https://learn.microsoft.com/en-gb/microsoft-365/enterprise/urls-and-ip-address-ranges?view=o365-worldwide&redirectSourcePath=%252fen-us%252farticle%252fOffice-365-URLs-and-IP-address-ranges-8548a211-3fe7-47cb-abb1-355ea5aa88a2
“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. This is all done , refer to the documentation at 3. Configure. The connection is 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
The entire complete decoded file path, including encompassing both the folder path and file name, can't contain more than must not exceed 400 characters for SharePoint. The This limit applies is applicable to the combination combined length of the folder path and file name after decoding. , as per SharePoint service descriptions (https://learn.microsoft.com/en-us/office365/servicedescriptions/sharepoint-online-service-description/sharepoint-online-limits).
As a user I occasionally get an 503 error
The HTTP status code 503 indicates that the SharePoint service isn't ready to handle is currently not prepared to process the request. The common cause is that SharePoint is This is commonly attributed to SharePoint experiencing more temporary load spikes than anticipated. While Filenize does display the error in the user interface, it automatically attempts the process again when utilizing Filenize invocable actions for automation.
After an update, I am encountering unexpected behavior
It’s possible that Filenize encounters difficulties in loading resources, displaying components, and may be deficient in providing error feedback after an update. This issue is attributed to Salesforce caching, and it may require a few additional minutes or refreshes before the product resumes functioning as expected. Unfortunately, this also impacts Filenize. . This is particularly noticeable in the 3.0 update, which involved a comprehensive overhaul of coding and UI changes.
I get the “an unknown error occurred“ message when doing x
This error occasionally occurs when using Filenize and is a specific SharePoint error associated with a 500 Internal Server Error. Typically, this error is short-lived, and Filenize will resume normal operation after a few minutes.
Occurred in the past:
Microsoft.Office.Server.Search.REST.SearchServiceException
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