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Sharepoint Library

This article describes how to set up a connection to Sharepoint

Julien Benoit avatar
Written by Julien Benoit
Updated over a week ago

To create a SharePoint library, click on the new library button on the top right of the libraries page.

This library can be used to share documents from a users SharePoint with the other members of the Catenda project.
When the SharePoint library is activated it can look something like this:

Click here to see a short video about how to configure the SharePoint library.

In this article you will find information about the following topics:

After giving the library a name you a new tab will open up in your browser where you will be asked to log in with your SharePoint account.

After logging in, you will be taken to the Library settings page of your SharePoint library where you can configure SharePoint folder you would like to show on Catenda.

Header - Library name

On the left of the header you will see the name of the current library.

If the library is synchronized you will see a checkmark next to the name.

When you synchronize the library will stay synchronized for 3 months.

After that you might see an exclamation mark here with a tooltip that says failed to synch.

When this happens, please got to library settings and grant access once more.

Header - Library settings

On the right of the header you will be able to see an action menu that can look something like this:

In the library settings you will be able to configure your SharePoint library.

Access required: Library creator

Connection

If you have connected your account you can click on Revoke access to revoke the access you have given Catenda to your SharePoint account.
If you have not given access you will be able to click on Grant access here to go through the access process to give Catenda access to your account.

Details

Click on the pencil icon to change the name of this library.

Shared folder

Open this menu and click on edit to choose a shared folder from one of your SharePoint Sites that you wish to be displayed in this SharePoint library.

Note: For a folder to show up in this list it has to be set to public in SharePoint

Access control

Here you can determine who is allowed to access this library in your project.

Delete

Open this menu and click on delete to remove this SharePoint library from your Catenda Project

Header - Library settings - New library

Click the New library button to create a new library

Filter menu

Saved filters

Click here to read more about how to save a set of filters

Unlinked - link=unlinked

With this filter you will be able to filter for all documents that are not linked to objects.

Linked to selected objects - link=backlink

If you have selected any objects in the 3D viewer that are connected to SharePoint documents you will be able to filter for them here.

SharePoint document list

Here you will be able to navigate all the documents and folder within the shared folder that is configured for this library.

Actions

After selecting one or more document(s) or folder(s) you will be able to see the following action menu appear towards the top of the documents list. The existing item actions menu can look something like this:

Link/unlink

If you select an object from a model in 3D you will be able to link/unlink it to your selected elements.

Preview

Open up a preview of the document without having to load the documents page.

This can be especially useful in a folder with many images.

Only visible when a single document is selected

Download

Click on download to download your selected document.

Only visible when a single document is selected

Name

Click the name of a folder to see its contents

Click the name of a document to view its contents

Url

Click on the download button in this column to download the document.

Links

If any objects have been linked to your documents you will be able to see the amount of linked objects here.

Clicking on this number will let you:

Select objects

Isolate objects

Load as query

Right information menu

When you first open select a document in the document list, its right menu might be closed. You can click on the information button on the bottom right of the document banner to expand this menu.

Linked objects

Here you will be able to link objects to your SharePoint documents.

Topics

After opening up a document you will be able to see the topics menu.

Here you will be able to attach your SharePoint documents to topics.

Permissions

When documents are uploaded from a SharePoint document-library to Catenda the sharepoint rest-api is used (via the pnpjs library).

Since these permissions are granted to spfx-solutions OOTB no additional grant needs to be made.

The following grants will be needed for the app to access the Catenda backend.

Only delegated permissions are used with the following scopes:
User.Read
offline_access
Files.Read

Sites.Read.All
The access above is only used to approve the sharing of documents to the users Catenda project.

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