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4 changes: 2 additions & 2 deletions docs/system-admin-guide/files/README.md
Original file line number Diff line number Diff line change
Expand Up @@ -8,12 +8,12 @@ keywords: files, file storages, Nextcloud integration, OneDrive setup, OneDrive,

# Files

Under *Administration -> Files* you can add external file storages, such as Nextcloud or OneDrive and manage settings
Under *Administration -> Files* you can add external file storages, such as Nextcloud, OneDrive or SharePoint and manage settings
for attachments to work packages.

## External file storages

Under [external file storages](./external-file-storages) you can add Nextcloud or OneDrive integration to OpenProject.
Under [external file storages](./external-file-storages) you can add Nextcloud, OneDrive or SharePoint integration to OpenProject.

## Attachments

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31 changes: 15 additions & 16 deletions docs/system-admin-guide/files/external-file-storages/README.md
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Expand Up @@ -8,10 +8,9 @@ keywords: file storages, Nextcloud setup, Nextcloud integration, OneDrive setup,

# External file storages

You can connect your OpenProject installation to Nextcloud or OneDrive. To do that navigate to **Administration** -> *
*Files** -> **External file storages** and select the respective option.
You can connect your OpenProject installation to Nextcloud, OneDrive or SharePoint. To do that navigate to **Administration** -> **Files** -> **External file storages** and select the respective option.

You need to have administrator rights to be able to set up the integration.
Please keep in mind that you need to have administrator rights to be able to set up the integration.

![Files storages in OpenProject administration](openproject_admin_guide_file_storages.png)

Expand All @@ -21,24 +20,24 @@ For detailed guide on the initial setup, please consult [Nextcloud integration s

For instructions on using the integration after the setup has been complete please refer to [Nextcloud integration user guide](../../../user-guide/file-management/nextcloud-integration/).

## OneDrive integration (Enterprise add-on) setup guide
[feature: one_drive_sharepoint_file_storage]

> [!NOTE]
> OneDrive integration is an Enterprise add-on and can only be used
> with [Enterprise cloud](../../../enterprise-guide/enterprise-cloud-guide/)
> or [Enterprise on-premises](../../../enterprise-guide/enterprise-on-premises-guide/). An upgrade from the free Community
> edition is easy and helps support OpenProject.
> This feature includes using both OneDrive and SharePoint integrations.

## OneDrive integration (Enterprise add-on) setup guide

For detailed guide on the initial setup, please consult [OneDrive integration setup guide](../../integrations/one-drive/).

For instructions on using the integration after the setup has been complete please refer
to [OneDrive integration user guide](../../../user-guide/file-management/one-drive-integration/).
For instructions on using the integration after the setup has been complete please refer to [OneDrive integration user guide](../../../user-guide/file-management/one-drive-integration/).

## SharePoint integration (Enterprise add-on) setup guide

For detailed guide on the initial setup, please consult [SharePoint integration setup guide](../../integrations/share-point/).

For instructions on using the integration after the setup has been complete please refer to [SharePoint integration user guide](../../../user-guide/file-management/sharepoint-integration/).

## Health status

For troubleshooting guidance related to file storages, visit
the [File storage troubleshooting](./health-status) page. Here you will find possible explanations and
suggested solutions and will be able to conduct health status checks with immediate results. If you encounter any
challenges not addressed here, do not hesitate to reach out to
the [OpenProject community](https://community.openproject.org/projects/openproject/forums)
or [support team](https://www.openproject.org/contact/) for further assistance.
For troubleshooting guidance related to file storages, visit the [File storage troubleshooting](./health-status) page. Here you will find possible explanations and
suggested solutions and will be able to conduct health status checks with immediate results. If you encounter any challenges not addressed here, do not hesitate to reach out to the [OpenProject community](https://community.openproject.org/projects/openproject/forums) or [support team](https://www.openproject.org/contact/) for further assistance.

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18 changes: 10 additions & 8 deletions docs/system-admin-guide/integrations/README.md
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Expand Up @@ -27,17 +27,19 @@ OpenProject offers a GitLab integration, based on the [GitLab plugin contributed

OpenProject offers integration with Nextcloud for file storage and collaboration. You can find more information about [setting up the integration with Nextcloud](./nextcloud) and [using the integration](../../user-guide/file-management/nextcloud-integration/).

[feature: one_drive_sharepoint_file_storage]

> [!NOTE]
> This feature includes using both OneDrive and SharePoint integrations.

### OneDrive (Enterprise add-on)

OpenProject offers an integration with OneDrive for file storage and collaboration. You can find more information
about [setting up the integration with OneDrive](./one-drive)
and [using the integration](../../user-guide/file-management/one-drive-integration/).
OpenProject offers an integration with OneDrive for file storage and collaboration. You can find more information about [setting up the integration with OneDrive](./one-drive) and [using the integration](../../user-guide/file-management/one-drive-integration/).

> [!NOTE]
> OneDrive integration is an Enterprise add-on and can only be used
> with [Enterprise cloud](../../enterprise-guide/enterprise-cloud-guide/)
> or [Enterprise on-premises](../../enterprise-guide/enterprise-on-premises-guide/). An upgrade from the free Community
> edition is easy and helps support OpenProject.

### SharePoint (Enterprise add-on)

OpenProject offers an integration with SharePoint for file storage and collaboration. You can find more information about [setting up the integration with SharePoint](./share-point) and [using the integration](../../user-guide/file-management/sharepoint-integration/).

## Community plugins

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13 changes: 5 additions & 8 deletions docs/system-admin-guide/integrations/one-drive/README.md
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Expand Up @@ -17,11 +17,10 @@ keywords: OneDrive, file storage, integration
| [Edit a OneDrive file storage](#edit-a-onedrive-file-storage) | Edit a OneDrive file storage |
| [Delete an OneDrive file storage](#delete-a-onedrive-file-storage) | Delete a OneDrive file storage |

[feature: one_drive_sharepoint_file_storage]

> [!NOTE]
> OneDrive integration is an Enterprise add-on and can only be used
> with [Enterprise cloud](../../../enterprise-guide/enterprise-cloud-guide/)
> or [Enterprise on-premises](../../../enterprise-guide/enterprise-on-premises-guide/). An upgrade from the free
> Community edition is easy and helps support OpenProject.
> This feature includes using both OneDrive and SharePoint integrations.

OpenProject offers an integration with OneDrive to allow users to:

Expand Down Expand Up @@ -140,9 +139,7 @@ by clicking on the **Copy-to-Clipboard** element next to the information text, o
**View** icon.

> [!TIP]
> If you have selected automatically managed access and folders you will also see the *Health status* message on the
> right side. If the file storage set-up is incomplete or faulty, an error message will be displayed in that section. Read
> more about errors and troubleshooting [here](../../files/external-file-storages/health-status/).
> If you have selected automatically managed access and folders you will also see the *Health status* message on the right side. If the file storage set-up is incomplete or faulty, an error message will be displayed in that section. Read more about errors and troubleshooting [here](../../files/external-file-storages/health-status/).

![Edit OneDrive in OpenProject](openproject_system_guide_edit_icon_onedrive_storage.png)

Expand All @@ -166,7 +163,7 @@ it to enter the next page. Then they need to click the **Delete** button in the

![Delete icon for OneDrive integration in OpenProject system settings](openproject_system_guide_delete_icon_onedrive_storage.png)

You will be asked to confirm the exact file storage name.
You will be asked to confirm you understand the consequences of the deletion.

![Delete a OneDrive integration from OpenProject system settings](openproject_system_guide_delete_onedrive_storage.png)

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37 changes: 32 additions & 5 deletions docs/system-admin-guide/integrations/share-point/README.md
Original file line number Diff line number Diff line change
Expand Up @@ -17,8 +17,10 @@ keywords: SharePoint, file storage, integration
| [Edit a SharePoint file storage](#edit-a-sharepoint-file-storage) | Edit a SharePoint file storage |
| [Delete an SharePoint file storage](#delete-a-sharepoint-file-storage) | Delete a SharePoint file storage |

[feature: one_drive_sharepoint_file_storage]

> [!NOTE]
> SharePoint integration is an Enterprise add-on and can only be used with [Enterprise cloud](../../../enterprise-guide/enterprise-cloud-guide/) or [Enterprise on-premises](../../../enterprise-guide/enterprise-on-premises-guide/). An upgrade from the free Community edition is easy and helps support OpenProject.
> This feature includes using both OneDrive and SharePoint integrations.

OpenProject offers an integration with SharePoint to allow users to:

Expand Down Expand Up @@ -74,10 +76,24 @@ You will see the following message confirming the successful setup on top of the

![System message on successful SharePoint file storages setup in OpenProject](openproject_system_guide_new_sharepoint_message_successful_setup.png)

You can now configure user access and folder creation. Click the *edit* icon next to the relevant section.

![Configure folder and user access settings for SharePoint file storage in OpenProject administration](openproject_system_guide_new_sharepoint_folder_access_setup.png)

OpenProject can automatically create and manage project folders when a file storage is added. This helps keep folder structures organized and ensures correct access for all project members. You can choose between the following options:

- **Enable automatically managed access and folders**
Projects can decide whether to use automatic or manual folder and access management when adding the storage.
- **Only allow manually managed access and folders**
Projects must manage folders and access manually. Automatic management is not available.

![Folder and access management settings for SharePoint integration in OpenProject administration](openproject_system_guide_new_sharepoint_message_folder_setup.png)

> [!IMPORTANT]
> In SharePoint you can add (custom) columns in addition to the ones shown by default (*Modified* and *Modified by*). Please keep in mind if these custom columns are added, OpenProject integration can no longer copy the automatically managed project folders. The columns will have to be de-activated, or ideally not be created in the first place.



## Enable SharePoint file storage in projects

Now that the integration is set up, the next step is to make the SharePoint file storage you just created available to individual projects. This can be either done by you directly in the system administration under **Projects** tab of a specific file storage, or on a project level under **Project settings**.
Expand All @@ -89,18 +105,25 @@ To add a SharePoint storage to one or multiple projects on an instance level, cl

![Add SharePoint file storage to projects in OpenProject administration](openproject_system_guide_file_storages_add_projects_button_sharepoint.png)

You can you use the search bar to select either one or multiple projects and have an option of including sub-projects. Select the type of project folders for file uploads and click **Add**.
You can use the search bar to select one or multiple projects and optionally include subprojects. Select the type of project folder for file uploads. Depending on whether automatically managed access and folders are enabled, the available folder options may vary. Options include:

- **No specific folder**: By default, each user will start in their own home folder when uploading a file.
- **New folder with automatically managed permissions** (only visible if automatically managed access and folders are enabled): A root folder is automatically created for the project, and access permissions are managed for each project member.
- **Existing folder with manually managed permissions**: You can designate an existing folder as the root folder for the project. Permissions are not managed automatically; the administrator must ensure that relevant users have access. The selected folder can be used by multiple projects.

Click **Add** to save your changes.


![Select projects to activate SharePoint storage in OpenProject administration](openproject_system_guide_sharepoint_add_multiple_projects.png)


You can always remove file storages from projects by selecting the respective option.
You can always edit or remove file storages from projects by clicking the **More (three dots)** icon next to the file storage name and selecting the respective option.

![Remove SharePoint file storage from a project in OpenProject administration](openproject_system_guide_sharepoint_storage_remove_projects.png)

## Using the integration

Once the [file storage is added and enabled for projects](../../../user-guide/projects/project-settings/files/), your users are able to take full advantage of the integration between SharePoint and OpenProject. For more information on how to link SharePoint files to work packages in OpenProject, please refer to the [SharePoint integration user guide](../../../user-guide/file-management/one-drive-integration).
Once the [file storage is added and enabled for projects](../../../user-guide/projects/project-settings/files/), your instance users are able to take full advantage of the integration between SharePoint and OpenProject. For more information on how to link SharePoint files to work packages in OpenProject, please refer to the [SharePoint integration user guide](../../../user-guide/file-management/sharepoint-integration).

## Edit a SharePoint file storage

Expand Down Expand Up @@ -129,7 +152,11 @@ Deleting a file storage at a project level simply makes it unavailable to that p

![Delete a SharePoint storage from an OpenProject project](openproject_system_guide_delete_sharepoint_storage_in_a_project.png)

Deleting a file storage at an instance level deletes the SharePoint integration completely, making it inaccessible to all projects in that instance. Should an instance administrator nevertheless want to do so, they can navigate to *Administration -> File storages*, hover over the name of the file storage they want to remove and click it to enter the next page. Then they need to click the **Delete** button in the top right corner.
> [!WARNING]
>
> Deleting a file storage at an instance level deletes the SharePoint integration completely, making it inaccessible to all projects in that instance.

Should an instance administrator nevertheless want to do so, they can navigate to *Administration -> File storages*, hover over the name of the file storage they want to remove and click it to enter the next page. Then they need to click the **Delete** button in the top right corner.


![Delete icon for SharePoint integration in OpenProject system settings](openproject_system_guide_delete_icon_sharepoint_storage.png)
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Original file line number Diff line number Diff line change
Expand Up @@ -3,7 +3,7 @@ sidebar_navigation:
title: SharePoint Site setup guide
priority: 600
description: Site permission guide for SharePoint integration setup in OpenProject
keywords: SharePoint file storage integration, SharePoint, Sites.Selected, Sites Permission
keywords: SharePoint file storage integration, SharePoint, Sites.Selected, Sites Permission, share point, sharepoint
---

# SharePoint Site setup guide
Expand All @@ -13,7 +13,7 @@ keywords: SharePoint file storage integration, SharePoint, Sites.Selected, Sites
You will need to grant the `manage` permission to the Azure Application so that the integration can work.

> [!IMPORTANT]
> Some of the following descriptions are very tightly connected to the current (2025-10-29) state of SharePoint configuration. This may easily change in future, as we do not control nor foresee changes to the configuration UI developed by Microsoft.
> Some of the following descriptions are very tightly connected to the current (2025-10-29) state of SharePoint configuration. This may easily change in the future, as we neither control, nor foresee changes to the configuration UI developed by Microsoft.

### Authentication and permission

Expand Down
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