Cloud Connector - Sharepoint

connection to sharepoint using azure applications

Connect SharePoint to Dmax by registering an Azure application and configuring a cloud connector.

Create an Azure Application

  1. Open the Azure App Registrations page.
Azure registered applications list with New Registration button
  1. Click New Registration.
  2. Enter a display name, select Single tenant, and click Register.
Register an application form with display name and single tenant option
  1. Open the application you just registered.
Application overview showing client ID and tenant ID
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Copy the Application (client) ID and Directory (tenant) ID from the overview page — you'll need both when configuring the Dmax connector.

  1. Go to Certificates & secrets and select the Certificates tab.
  2. Generate a new certificate and key using OpenSSL:
openssl req -x509 -sha256 -nodes -days 365 -newkey rsa:2048 -keyout server.key -out server.crt
  1. Upload the server.crt certificate to the Azure app.
Certificates and secrets section for uploading the certificate
  1. Go to API permissions and add the SharePoint permission Sites.ReadWrite.All.
API permissions with SharePoint Sites.ReadWrite.All permission added
  1. Click Grant admin consent to activate the permission.

Configure the Dmax Cloud Connector

  1. In Dmax, go to Connectors > Cloud and click New Cloud Connector.
Dmax connectors page with new cloud connector button
  1. Enter a name and specify the folder you want to monitor or upload to.
Cloud connector configuration with name and folder fields
  1. Select SharePoint as the connector type.
Connector type selection with SharePoint option
  1. Fill in the SharePoint connection details:
SharePoint connector settings with tenant ID, client ID, site URL, and certificate fields
FieldValue
Tenant IDThe Directory (tenant) ID you copied from Azure
Client IDThe Application (client) ID you copied from Azure
Site URLThe URL of the SharePoint portal you want to connect to
CertificateA .pfx certificate file (see below)
  1. Convert the certificate to .pfx format (required by Dmax):
openssl pkcs12 -export -out certificate.pfx -inkey server.key -in server.crt -legacy
  1. Upload the certificate.pfx file and enter the password you set during conversion.
  2. Click Test Now to verify the connection.
Successful connection test result

Once the test succeeds, the SharePoint connector is ready to use in your policies.