Skip to content
Merged
Changes from all commits
Commits
File filter

Filter by extension

Filter by extension

Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
Original file line number Diff line number Diff line change
Expand Up @@ -19,26 +19,45 @@ 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.

10. Under **Scan Schedule**, select when to run the scan:

- **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**.

Expand All @@ -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.
:::