Setting up Edit in Office

To edit office documents (.docx, .xlsx, and .pptx) in the Therefore™ web clients, OneDrive Cloud Storage must be set up in the Therefore™ Solution Designer.

Cloud Storage

First, set up OneDrive as a new cloud storage under the 'Storage' node. To do so, select OneDrive from the drop-down menu under 'Cloud Storage provider' and authenticate against OneDrive.

Custom EntraID Application

By default, the standard EntraID application configured by Therefore is used to run the integration, and no EntraID configuration by the user is necessary. However, users can also run the OneDrive integration using their own EntraID application.

If this setup should be used, select the option labeled 'Use a custom defined EntraID application' during the cloud storage setup and enter the required values.

The custom EntraID application needs to have the permission 'Files.ReadWrite.All' in order to work.

Web Access Settings

1. Right-click on the Therefore™ object and select 'Settings...'.

2. In the Settings dialog, go to the Web Access Settings tab. Under 'OneDrive for editing', select 'Edit Office Documents' from the drop-down menu. Under 'OneDrive temporary folder', define a folder the files will be saved into in OneDrive. It needs to follow this format: </foldername>.

Advanced Settings

It is possible to restrict the use of the OneDrive integration using the setting 'One Drive Restriction Level' in the Therefore™ Solution Designer.

The possible values of the setting are:

Everyone: No dedicated OneDrive account is needed to use Edit in Office. This is the only available mode for OneDrive Personal.

Current User: The user who is currently logged in can use Edit in Office. This mode is available for OneDrive Business.

Organization: Users with accounts under the same tenant as the configured OneDrive Business. If this mode is selected, the user needs to authenticate again when using Edit in Office.