O365 onedrive intergration using integration hub spoke with Policy text Redlining feature

[abhisheknirwani]

Hi All,

Connection is established between O365 and SNOW but I'm unable to upload document using connect existing document present in Policy text related tab in workspace .

Please let me know if what steps I'm missing to achieve the sync bet SNOW and O365.

[Jan Spurlin]

ServiceNow's Product Docs has explicit instructions on setting up this integration.  (Sorry I haven't tried this yet - so I can't speak from experience.) However, please review the steps in Product Docs - starting with this link and confirm that you have done everything - there are roles involved and connections that need to be set up with OneDrive.

https://docs.servicenow.com/bundle/sandiego-governance-risk-compliance/page/product/grc-policy-and-compliance/concept/pre-req-policy-redlining.html

[JF7]

Hello,

I have limited experience with this integration.  However, I've noticed that in order to connect an existing document, you will want to have the OneDrive desktop app and the folder you are selecting from synced to your computer. 

I'm on a mac, but if I wanted to attach an existing document, I would specify the path AND select the file from the folder which is synced when prompted (screenshots attached for reference).

Last tip is confirm you have mp_document_user or mp_document_admin role.

Hope this helps

[Richard Mallard]

I just recently set up this integration. The doc's Jan provided are helpful, the key is to have your accounts and access setup correctly.

Make sure you have the correct versions of the Plugins Installed for SanDiego

Policy and Compliance 14.2.0

GRC: Compliance Management Workspace 14.1.1

Azure Account with access to O365 

OneDrive Folder (need the path, not the HTTPS URL)

I used an Azure account, setup the application in the Azure portal (https://portal.azure.com/) you might need an Azure Admin to help. You will need your Client ID and Secret for authentication from ServiceNow for the Credential to Azure. 

In ServiceNow configure the Credential & Connection alias use the Related List on the OneDrive alias Create New Connection and Credential. The popup will have most of the fields prepopulated, you will need to provide the Client ID and the Secret (not the Secret ID) click on the Submit/Create button. It might ask you to click on a box in the next popup that you are allowing this connection or it might just connect. Either way you will get a notification in the Window of an authorized connection or not.

You will then need to Configure you GRC Properties page, Select a file sharing service to host documents and attachments (OneDrive)

Then configure: Default folder path where documents and attachments will be located. You can organize files in subfolders within this path (list the folder path for your OneDrive g/personal//GRC) Save the changes

Then Create a New Policy filling in the required fields. Click on the tab or Policy Text, Click on the UI Action for Enable in Word. The Path should be populated with the OneDrive share listed on the GRC Properties page. Enter the Document Name click submit. Page will spin for a minute or so. If successful a new UI action will appear Open in Word.

If not check the system Logs for any errors.

Share any errors

Hope this helps. 

[abhisheknirwani]

Hi Richard,

When i try creating or connect existing document error I'm getting not sure what i have missed in configuration. Token is generated 

Can you please share the screenshots how it has to be done. In onedrive where should i create the folder.

above highlighted im not getting.