Related Topics
For Process Director v6.1.300 and higher, Collaborative Document Authoring (CDA), can be implemented using the online version of Microsoft 365 (M365). Setting up M365 CDA is a relatively complex process. This process will require setup within your Azure/Entra instance, and will, in most cases, also require some assistance from BP Logix. BP Logix recommends that you read this guide thoroughly before executing the steps provided. Key information can be overlooked if you're not careful.
In order to provide optimal security, confining Process Director to a single SharePoint site, you'll need to create two different application registrations in Microsoft Entra. The first “Full Scope” registration is used only during initial configuration. The second “Site” registration is configured through the “Full Scope” registration and is the application registration that Process Director will utilize, once configured.
There are several steps to the process of configuration, each of which are linked to a documentation topic below, in the order in which they must be completed. In each topic, we'll specifically designate which steps you must perform as part of your Azure/Entra configuration, and which steps BP Logix must perform to complete the configuration in Process Director. Configuring M365 CDA requires that the steps below must be completed in order.
- Configure SAML access for PD in Azure.
- Create and configure “Full Scope” App Registration for PD in Azure/Entra.
- Create and configure “Site” App Registration for PD in Azure/Entra.
- Grant proper “Site” App Registration permission.
- Securely exchange “Site” App Registration and related settings with Process Director.
- Configure Process Director to leverage the application registration.
- Configure SharePoint external sharing.
Conclusion
Congratulations! Assuming that you've correctly followed the instructions provided in the topics listed above, you've now configured an Azure/Entra/SharePoint integration with M365 CDA.
Documentation Feedback and Questions
If you notice some way that this document can be improved, we're happy to hear your suggestions. Similarly, if you can't find an answer you're looking for, ask it via feedback. Simply click on the button below to provide us with your feedback or ask a question. Please remember, though, that not every issue can be addressed through documentation. So, if you have a specific technical issue with Process Director, please open a support ticket.
