diff --git a/docs/accessanalyzer/2601/gettingstarted/sharepoint-online/set-up-source-group.md b/docs/accessanalyzer/2601/gettingstarted/sharepoint-online/set-up-source-group.md index e0923fa8c9..73a07c9fee 100644 --- a/docs/accessanalyzer/2601/gettingstarted/sharepoint-online/set-up-source-group.md +++ b/docs/accessanalyzer/2601/gettingstarted/sharepoint-online/set-up-source-group.md @@ -19,18 +19,37 @@ sidebar_position: 3 6. Under **Certificate**, click **Generate and Download Certificate** to generate a certificate and download it to your machine. Upload this certificate to your registered Entra ID application before proceeding. See [Certificate Configuration](../../connectors/sharepoint-online/tenant-certificate-config.md) for upload steps. :::note - If you click **Regenerate Certificate** in the future, the new certificate must be uploaded to your Entra ID App Registration to replace the old one. Removing the old certificate from the App Registration is a manual step in the Azure portal — Access Analyzer cannot remove it on your behalf. + If you click **Regenerate Certificate**, upload the new certificate to your Entra ID App Registration to replace the old one. Removing the old certificate from the App Registration is a manual step in the Azure portal — Access Analyzer can't remove it on your behalf. + ::: + + :::note + Grant the following API permissions, with admin consent, to the Entra ID application for the **Client ID** and certificate: + + | API | Permission | Type | Description | + |---|---|---|---| + | Microsoft Graph | `Directory.Read.All` | Application | Read directory data | + | Microsoft Graph | `Files.Read.All` | Application | Read files in all site collections | + | Microsoft Graph | `Group.Read.All` | Application | Read all groups | + | Microsoft Graph | `Sites.FullControl.All` | Application | Have full control of all site collections | + | Microsoft Graph | `Sites.Read.All` | Application | Read items in all site collections | + | Microsoft Graph | `User.Read` | Delegated | Sign in and read user profile | + | Microsoft Graph | `User.Read.All` | Application | Read all users' full profiles | + | SharePoint | `Sites.FullControl.All` | Application | Have full control of all site collections | ::: 7. Click **Test Connection** to verify that Access Analyzer can authenticate to your SharePoint Online tenant. Resolve any failures before proceeding. + :::warning + After you upload a new certificate to your Entra ID application, Microsoft Entra ID can take several minutes to propagate the certificate to its token-issuing endpoints. If **Test Connection** fails with an error similar to `AADSTS700027: The certificate with identifier used to sign the client assertion is not registered on application` immediately after you upload a certificate, wait a few minutes and try again before troubleshooting further. + ::: + 8. Click **Next**. 9. Under **Scan Configuration**, configure the options for the scans you want to run: - **Include site URLs** — Limits the scan to specific site collections. Enter one URL per line. Leave empty to scan all sites in the tenant. - **Exclude site URLs** — Excludes specific site collections from the scan. Exclusions take precedence over inclusions. - - **Scan OneDrive** — When enabled, includes OneDrive personal site collections in the scan. + - **Scan OneDrive** — Includes OneDrive personal site collections in the scan. See [Scanning options](./scanning-options.md) for a full description of available scan types and options. @@ -38,7 +57,7 @@ sidebar_position: 3 - **Now** — Starts the scan immediately after setup completes. - **At** — Runs the scan once at a specific date and time. - - **Advanced** — Runs the scan on a recurring schedule defined by a cron expression. + - **Advanced** — Runs the scan on the recurring schedule you define with a cron expression. 11. Click **Complete Setup**. @@ -50,8 +69,8 @@ To check scan progress, navigate to **Configuration** > **Scan Executions**. ## Edit a source group -To modify an existing SharePoint Online source group, navigate to **Configuration** > **Source Groups**, select the source group, and click **Edit**. The wizard reopens with your current configuration pre-populated. You can update the source group name, service account, tenant ID, scan configuration, and scan schedule. +To modify an existing SharePoint Online source group, navigate to **Configuration** > **Source Groups**, select the source group, and click **Edit**. The wizard reopens and displays your current configuration. You can update the source group name, service account, tenant ID, scan configuration, and scan schedule. :::note -Updating the service account replaces the certificate used to authenticate with SharePoint Online. Ensure the new service account's certificate is uploaded to your registered Entra ID application before saving. +Updating the service account replaces the certificate that Access Analyzer uses to authenticate with SharePoint Online. Upload the new service account's certificate to your registered Entra ID application before saving. :::