How to Create an Azure App and Generate Client ID and Client Secret?

Steps to Create an Azure App and generate a Client ID and Client Secret

Note: This is a prerequisite for connecting Microsoft SharePoint, Microsoft Outlook, and Microsoft Outlook Calendar data sources with Bold BI.

Steps to Create an Azure App

1. Go to [Azure Portal] (Home - Microsoft Azure).

2. Navigate to Microsoft Entra ID.
   

   

3. Select App registrations and Click New registration.
   

   

4. In Register an Application page, enter the required information, including the App name, API access level (second or third option => Recommended Access level - Any Microsoft Entra ID tenant - Multitenant), and Redirect URL.

Note: Select the Web Mode & refer to this URL structure - https://<yourdomain>/bi/designer/v1.0/oauth/agent

5. Click Register.
   
   

Steps to generate Client ID and Client Secret for the Created App

1. Open your created app.
   

   

2. Client id will be displayed once registered with a new app.
   

   

3. Go to the Authentication page and add the redirect URL.
   

   

4. Enter a valid redirect URL for your application in the “Redirect URL” field. This is the URL to which Microsoft Accounts will redirect you with a grant token after successful authentication.

   

   https://<:yourdomain>/bi/designer/v1.0/oauth/agent

5. Click Save.

6. Select the Certificate and secrets category to generate the client secret.

7. Click the New client secret and enter the description and duration for the client secret.
   

   

8. Click Add.

9. Generated client secret will be listed here (only shown the first time).
   

   

Note: Please refer to the following documentation for configuring OAuth credentials in Bold BI - https://help.boldbi.com/embedded-bi/oauth-configuration/

Related Articles:

1. Microsoft SharePoint - https://help.boldbi.com/embedded-bi/working-with-data-source/data-connectors/ms-sharepoint/
2. Microsoft Outlook Calendar - https://help.boldbi.com/embedded-bi/working-with-data-source/data-connectors/outlook-calendar/
3. Microsoft OneDrive - https://help.boldbi.com/embedded-bi/working-with-data-source/data-connectors/ms-one-drive/