This article guides you through the steps to configure the Non-Interactive Mode features in DocXtender. These features are designed to enable automated SharePoint communication, used in scenarios like taking pictures on handheld devices with Warehouse Insight, mobile inspections with Quality Inspector, job queues, and other web services where user interaction is not required. If you are trying to use SharePoint integration with DocXtender and get the message “The Client ID or Secret are missing. Please navigate to the DocXtender Setup page and complete the setup for Non-Interactive Mode.” this article will help you with the missing configuration.

Prerequisites

Before configuring the Non-Interactive Mode in Business Central, ensure you have Azure App Registration. A registered application in Azure AD is required to provide the necessary Client ID and Secret to DocXtender for non-interactive authentication with SharePoint. This app needs to be granted the following graph API application permissions: “Sites.Read.All” and “Files.ReadWrite.All”. Ensure that admin consent is granted to the application permissions, or you will be unable to authenticate and will receive an error.

Overview

The following sections describe the process of creating an app registration and collecting the required information created in these steps:

• Create an App Registration in Azure
• Grant Login Permissions
• Collect the Client ID and Secret

Create an app registration in Azure

To create an App Registration in Azure, you must be signed in with an account that has the appropriate permissions to create the app registration. Complete the following to create the entry:

1. Navigate to portal.azure.com.
2. Select App Registrations.
3. Select New Registration.
4. Choose a name for this app registration (e.g., DocXtender SharePoint Connector).
5. Select Accounts in this organizational directory only (Default Directory only – Single tenant) (limits the use of the app registration to the tenant).
6. Configure and register the following Redirect URI:
   • Web: https://businesscentral.dynamics.com/OAuthLanding.htm
7. Select “Register”.
8. Your App Registration for DocXtender should now be created and displayed to you. Copy the “Application (client) ID” from the Overview section and save this for later steps.

Grant login permissions

You must have read and write permissions to access the API. Complete the following:

1. Select API Permissions from the App registration overview screen.
2. Select +Add a permission.
3. Select the Microsoft Graph box / Application Permissions.
4. Add the following Permissions:
   • Files.ReadWrite.All
   • Sites.Read.All
5. Select Grant Admin Consent for [your host name].

For more information, please see Microsoft’s Overview of permissions and consent in the Microsoft identity platform article.

Collect the Client ID and Secret

Complete the following to create collect the Client Secret while still in the app registration’s menu:

1. Navigate to Certificates & Secrets.
2. Select + New Client Secret.
3. Enter a description and expiry.
4. Select Add.
5. Copy the Value field of the secret.

6. Navigate back to Overview of the app registration.
7. Copy the value from the Application (client) ID field.

Business Central configuration

On the DocXtender Setup page, the Non-Interactive Mode section contains the following fields that should be configured.

1. Navigate to the DocXtender Setup page
2. Set “File Storage Behavior” to “SharePoint”
3. Locate the “SharePointStorage” section.
   1. Set the “SharePoint Host”, this will usually be something like yourcompanyname.sharepoint.com.
   2. Set the “SharePoint Site”. Only the first Document List in a given SharePoint site is supported. If your SharePoint site has multiple document lists the first (usually Default) will be used, this is not configurable.
   3. Set the “SharePoint Folder” if you want the folder structure from DocXtender dropped documents to be stored within a root folder. There will also be a subfolder created for each document type.  The path to a dropped file as it’s uploaded to SharePoint will be:
      • Sharepoint Host
        • Sharepoint Site
          • Default document library for the site (typically ‘Shared Documents’). DocXtender does not currently support multiple document libraries within the same site.
            • Sharepoint Folder (this is optional)
              • Document Type (i.e Sales Order, Purchase Order, Quality Inspection Test)
                • Document Number
                  • The attachments themselves.
4. Locate the Non-Interactive Mode section.
   1. Set the “Client ID” field to match the application (client) ID for the Azure/Entra app registration that was created in the “Create an app registration in Azure” step.
   2. Set the “Client Secret” field to match the secret value that was collected in the “Collect the Client ID and Secret” step.
5. Set “Non-Interactive Integration” to “Enabled”.  This flag enables non-interactive SharePoint uploads. You must have a client ID and secret to enable this field. This field was previously located in the General group as “Warehouse Insight Integration”.
6. Auto Create Share Link: Determines whether a share link should be automatically created and attached to the current record when a file is uploaded to SharePoint.

These steps are necessary to avoid the message “The Client ID or Secret are missing. Please navigate to the DocXtender Setup page and complete the setup for Non-Interactive Mode.”.

Warehouse Insight integration

To upload files from Warehouse Insight, create a new menu option for any application using either Choose Picture or Take Picture as the Standard Action.

For more details refer to : https://kb.dmsiworks.com/knowledge-base/attaching-documents-from-the-scanner

Quality Inspector integration

To upload files to SharePoint using DocXtender.

1. Ensure all previous steps for configuring SharePoint with DocXtender are complete.
2. Navigate to “Quality Inspector Setup”.
3. Set “Picture Upload Behavior” to “Attach and Upload with DocXtender”

This configuration will work with:

• Drag-and-drop with DocXtender.
• “Take Picture” from a Quality Inspection Test in Business Central.
• “Take Picture” from a Quality Inspection Test in the Business Central phone or tablet app.
• “Take Picture” from a Quality Inspection Test in the Warehouse Insight app add-on.

More details on taking pictures can be found here: https://kb.dmsiworks.com/knowledge-base/take-and-attach-a-picture-to-a-quality-inspection-test/

More details on available interfaces for Quality Inspector can be found here: https://kb.dmsiworks.com/knowledge-base/available-user-interfaces-for-recording-quality-inspections/