How to Get Onboarded for SharePoint Archiving

The SharePoint onboarding process is identical to the OneDrive onboarding procedure. Follow the steps below to complete the setup.

1. Contact the Microsoft Entra (formerly Azure) Global Admin on the customer side.
   Ask them to provide their email (username) for the Microsoft Entra Workspace.
   
   The password is not required. This email will be used to create a matching user on our Cloud platform.
   
   
2. Request the Tenant ID.
   Ask the Global Admin to provide their Tenant ID. You can share this official Microsoft article for reference:
   How to find your tenant ID – Microsoft Entra .
3. Create a new user on Jatheon Cloud with the Account Admin Role.
   The email for this user must match the Microsoft Entra Global Admin’s email from Step 1.
4. Create the SharePoint connector.
   Navigate to the Connectors page, select SharePoint, and create a new connector of this type.
   

   

   When prompted:
   • Enter the Tenant ID from Step 2 as the Client ID.
   • Select the email created in Step 3 (the Entra Global Admin’s account).
   • Set an appropriate name (label) for this connector, then Save.

   

5. Admin confirmation.
   An email with a confirmation link will be automatically sent to the Microsoft Entra Global Admin.
   Ask them to open the email, click the confirmation button, and approve the requested permissions in the Microsoft Entra portal.