Step-by-step guide to integrate SharePoint via Service Principal
Important: Please ensure that your DMS API endpoint is accessible on port 443, port 8443, or port 9443.
Why choose for a Service Principal?
- More secure
- No need to create a Service user or use credentials
- the connection between Lexis® Create DMS and Sharepoint doesn't get interrupted when a password is changed or any other event
Note: In cases where an out-of-the-box integration with your Document Management System (DMS) is not available, you can transfer your data (precedents, templates etc.) to SharePoint Cloud. Overview of some important criteria to consider.
- Database review: Decide on what to synchronize
- Sharepoint admin: Register Lexis® Create DMS and create Service Principal
- Lexis® Create DMS Administrator on customer side: Connect via Lexis® Create DMS Portal
- Deploy Word/Outlook Add-In
By following the above steps your SharePoint Cloud will be integrated with Lexis® Create DMS via Service Principal.
If you experience issues/problems, please first have a look at this article (Common issues.), otherwise reach out to your Solution Engineer.
If you want to learn more about our SSO setup, read this article.