Authenticating MS Project in Savant

To create your integration between Microsoft SharePoint and Savant, you'll need to first configure several Microsoft permissions. Please follow these steps to properly connect Savant.

Step 1: Register SharePoint App

Get the SharePoint URL of your Microsoft Project
1. Open a project navigate to the Files page for it
2. Example: https://{your-site}.sharepoint.com/sites/{your-project}
Save the Your Site section of the SharePoint URL (see above)
1. You'll need this in several steps.
Open to App Registration page for SharePoint
1. Replace Your Site in this URL: https://{your-site}.sharepoint.com/_layouts/15/appregnew.aspx
Get the Client Id and Client Secret
1. Click the 'Generate' button for each.
2. Save the Ids.
Config the App in SharePoint
1. For cloud Microsoft Project
  1. Title: Savant App
  2. App Domain: https://app.savantlabs.io
  3. Redirect URI: https://app.savantlabs.io/api/callback
2. For desktop Microsoft Project
  1. Title: Savant App
  2. App Domain: localhost
  3. Redirect URI: https://localhost
3. Click the Create button
Save the Client Id and Client Secret

Step 2: Grant Permissions to SharePoint App

Open to App Permissions page for SharePoint
1. Replace Your Site in this URL: https://{your-site}.sharepoint.com/_layouts/15/appinv.aspx
Lookup your app
1. Enter Client from your app registration
2. Click the Lookup button.

Enter the App's Permissions Request XML

code<AppPermissionRequests> <AppPermissionRequest Scope="http://sharepoint/projectserver" Right="Manage"/> <AppPermissionRequest Scope="http://sharepoint/projectserver/projects" Right="Write"/> <AppPermissionRequest Scope="http://sharepoint/projectserver/enterpriseresources" Right="Write"/> <AppPermissionRequest Scope="http://sharepoint/projectserver/reporting" Right="Read"/> </AppPermissionRequests>

Click the Create button
Click the Trust It button on the next page.

Step 3: SharePoint PowerShell Setup for Permission

For desktop Microsoft Project, setup local permissions using PowerShell:

Ensure the user runs Windows PowerShell as an administrator.

Install the SharePoint PowerShell module by running the following command:

powershellCopy codeInstall-Module -Name Microsoft.Online.SharePoint.PowerShell

Set up SharePoint PowerShell connection using your Microsoft login credentials with the following commands:

powershellCopy code$adminUPN="<Microsoft-login-id>" $orgName="<domain/org-name>" $userCredential = Get-Credential -UserName $adminUPN -Message "Type the password." Connect-SPOService -Url https://$orgName-admin.sharepoint.com set-spotenant -DisableCustomAppAuthentication $false

Log in with your Microsoft Login Credential.
Provide the Client Id, Client Secret, and Project Site URL to complete the process.

Here is a video demonstrating the PowerShell configuration:

Step 4: Connect Savant to Microsoft Project

Now that your configuration of Microsoft is complete, simply enter your app info in Savant to complete the integration:

Enter PWA URL: https://{your-site}.sharepoint.com/sites/pwa
1. Use Your Site from Step 1
Enter Client Id from Step 1
Enter Client Secret from Step 1
Click Authenticate and confirm

Connecting Data from Microsoft Project

If you are working within an analysis, on the top left side of your canvas, click the Add Dataset button shown below, and select your Microsoft connection.

If you are not currently within an analysis, you can add your connection by navigating to Data and selecting New Dataset. Select your authenticated MS Project system from the list of available options and click Next.

Your MS Project system is now added as a dataset within your analysis!

Additional Resources

Tableau Connector Setup

Microsoft Excel 365 Connector Setup

Xero Connector Setup

Microsoft OneDrive Connector Setup

Microsoft Sharepoint Connector Setup