{"id":14607,"date":"2026-04-13T17:33:24","date_gmt":"2026-04-13T15:33:24","guid":{"rendered":"https:\/\/tricise.com\/docu\/automic\/software\/action-packs\/automation-office-365\/full-guide\/"},"modified":"2026-09-04T01:08:10","modified_gmt":"2026-09-03T23:08:10","slug":"guida-completa","status":"publish","type":"docs","link":"https:\/\/tricise.com\/it\/docu\/automic\/software\/action-packs\/automation-office-365\/full-guide\/","title":{"rendered":"Guida Completa"},"content":{"rendered":"\n<style>\n.tcs-hover-benefit { transition: border-color 0.15s ease, transform 0.15s ease; }\n.tcs-hover-benefit:hover { border-color: #A32D2D !important; transform: translateY(-2px); }\n.tcs-hover-btn-primary { transition: background-color 0.15s ease, transform 0.15s ease; }\n.tcs-hover-btn-primary:hover { background-color: #A3192A !important; transform: translateY(-1px); }\n.tcs-hover-btn-secondary { transition: background-color 0.15s ease, transform 0.15s ease; }\n.tcs-hover-btn-secondary:hover { 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fill=\"#E8A8A8\" opacity=\"0.8\"\/>\n        <rect x=\"344\" y=\"222\" width=\"9\" height=\"9\" transform=\"rotate(45, 348.5, 226.5)\" fill=\"#F09595\" opacity=\"0.85\"\/>\n      <\/g>\n    <\/svg>\n\n    <div style=\"position:absolute; bottom:28px; right:32px; background:#FFFFFF; border:1.5px solid #2C2C2A; border-radius:12px; padding:16px 20px; transform:rotate(-2deg); box-shadow:0 6px 20px rgba(44,44,42,0.15); z-index:3;\">\n      <div style=\"font-size:9px; font-weight:600; color:#2C2C2A; text-transform:uppercase; letter-spacing:1px; margin-bottom:4px; font-family:ui-monospace,SFMono-Regular,Menlo,Consolas,monospace;\">Current version<\/div>\n      <div style=\"font-size:28px; font-weight:600; color:#CF2031; line-height:1; letter-spacing:-0.5px;\">v2024.12<\/div>\n      <div style=\"font-size:10px; color:#6B6A66; margin-top:4px;\">Action Pack \u00b7 Automic<\/div>\n    <\/div>\n\n    <div style=\"position:relative; max-width:58%; z-index:2;\">\n      <div style=\"font-size:10px; font-weight:600; color:#CF2031; text-transform:uppercase; letter-spacing:1.5px; margin-bottom:14px; font-family:ui-monospace,SFMono-Regular,Menlo,Consolas,monospace; display:flex; align-items:center; gap:10px;\">\n        <span style=\"display:inline-block; width:24px; height:1px; background:#CF2031;\"><\/span>\n        Full Guide \u00b7 Action Pack\n      <\/div>\n      <h1 style=\"font-size:36px; font-weight:500; line-height:1.15; margin:0 0 14px 0; max-width:620px; color:#2C2C2A; letter-spacing:-0.5px;\">\n        Automation Office 365 Action Pack \u2014 <em style=\"font-style:italic; color:#CF2031; font-weight:500;\">install, configure &amp; operate<\/em>\n      <\/h1>\n      <p style=\"font-size:15px; color:#6B6A66; margin:0 0 24px 0; max-width:580px; line-height:1.65;\">\n        The complete reference for installing, configuring, and operating the Automation Office 365 Action Pack. Covers prerequisites, installation and uninstall flow, Azure tenant configuration, the full action reference for upload, download and delete, and the upgrade procedure. For Automic Automation V24 and higher.\n      <\/p>\n      <div>\n        <a href=\"#section2\" class=\"tcs-hover-btn-primary\" style=\"display:inline-block; font-size:13px; font-weight:500; padding:12px 22px; border-radius:8px; text-decoration:none; background:#CF2031; color:#FFFFFF; margin-right:10px;\">Jump to installation<\/a>\n        <a href=\"#section3\" class=\"tcs-hover-btn-secondary\" style=\"display:inline-block; font-size:13px; font-weight:500; padding:12px 22px; border-radius:8px; text-decoration:none; background:#FFFFFF; color:#CF2031; border:1px solid #2C2C2A;\">Configuration reference<\/a>\n      <\/div>\n    <\/div>\n\n  <\/div>\n\n  <div style=\"display:grid; grid-template-columns:repeat(auto-fit, minmax(180px, 1fr)); gap:12px; margin-bottom:36px;\">\n    <div style=\"background:#F7F6F2; border-radius:8px; padding:14px 16px;\">\n      <div style=\"font-size:10px; color:#6B6A66; margin-bottom:4px; text-transform:uppercase; letter-spacing:0.4px;\">Version<\/div>\n      <div style=\"font-size:13px; font-weight:500; color:#2C2C2A;\">v2024.12 <span style=\"font-size:11px; color:#6B6A66; font-weight:400;\">current<\/span><\/div>\n    <\/div>\n    <div style=\"background:#F7F6F2; border-radius:8px; padding:14px 16px;\">\n      <div style=\"font-size:10px; color:#6B6A66; margin-bottom:4px; text-transform:uppercase; letter-spacing:0.4px;\">Compatible with<\/div>\n      <div style=\"font-size:13px; font-weight:500; color:#2C2C2A;\">Automic V24+<\/div>\n    <\/div>\n    <div style=\"background:#F7F6F2; border-radius:8px; padding:14px 16px;\">\n      <div style=\"font-size:10px; color:#6B6A66; margin-bottom:4px; text-transform:uppercase; letter-spacing:0.4px;\">Actions included<\/div>\n      <div style=\"font-size:13px; font-weight:500; color:#2C2C2A;\">5 ready-to-use<\/div>\n    <\/div>\n    <div style=\"background:#F7F6F2; border-radius:8px; padding:14px 16px;\">\n      <div style=\"font-size:10px; color:#6B6A66; margin-bottom:4px; text-transform:uppercase; letter-spacing:0.4px;\">Execution<\/div>\n      <div style=\"font-size:13px; font-weight:500; color:#2C2C2A;\">Interactive \/ batch<\/div>\n    <\/div>\n  <\/div>\n\n  <div class=\"tcs-toc\" style=\"background:#FAFAF8; border:1px solid #EFEDE5; border-radius:12px; padding:24px 28px; margin-bottom:36px;\">\n    <div class=\"tcs-eyebrow\">Contents<\/div>\n    <ol style=\"margin:8px 0 0 0; padding-left:22px; font-size:13px; line-height:2; color:#2C2C2A;\">\n      <li><a href=\"#section1\">Technical scope &amp; prerequisites<\/a><\/li>\n      <li><a href=\"#section2\">Installation, update &amp; uninstall<\/a><\/li>\n      <li><a href=\"#section3\">Configuration \u2014 connecting to an Azure tenant<\/a><\/li>\n      <li><a href=\"#section4\">Actions reference<\/a><\/li>\n      <li><a href=\"#section5\">Upgrade &amp; migration<\/a><\/li>\n      <li><a href=\"#section6\">FAQ<\/a><\/li>\n    <\/ol>\n  <\/div>\n\n  <div id=\"section1\" class=\"tcs-section\" style=\"margin-bottom:36px;\">\n    <div class=\"tcs-eyebrow\">01 \u00b7 Technical scope<\/div>\n    <h2>Technical scope &amp; prerequisites<\/h2>\n    <p>\n      The Automation Office 365 Action Pack integrates Microsoft 365 SharePoint file operations into Automic Automation workflows. It ships a set of public actions for uploading, downloading and deleting files on SharePoint plus connection-management actions to register Azure app credentials. All SharePoint calls authenticate against Microsoft Graph using the client-credentials flow and run through Automic&#8217;s WebService REST agent.\n    <\/p>\n    <p>\n      This Full Guide covers the scope, installation, configuration, complete action reference, and upgrade path. It is the authoritative technical document for Automic administrators and platform owners deploying the Automation Office 365 Action Pack into a production Automic environment.\n    <\/p>\n\n    <h3>Supported platforms<\/h3>\n    <ul>\n      <li><strong>Automic Automation:<\/strong> V24 and later release lines<\/li>\n      <li><strong>SharePoint:<\/strong> SharePoint Online (Microsoft 365) via Microsoft Graph API<\/li>\n      <li><strong>Authentication:<\/strong> Microsoft Entra ID (formerly Azure AD) app registration with client-credentials flow<\/li>\n    <\/ul>\n\n    <h3>Prerequisites on the Automic side<\/h3>\n    <ul>\n      <li>A running Automic Automation system with an accessible tenant (client) other than client 0 \u2014 the Action Pack cannot be installed into client 0<\/li>\n      <li>A configured <span class=\"tcs-inline-code\">WebService REST<\/span> agent reachable by the tenant in which the Action Pack is installed<\/li>\n      <li>An OS agent and a matching login object \u2014 required only for the upload action when <span class=\"tcs-inline-code\">Delete source = true<\/span> and for the download action when local sub-directories must be created<\/li>\n      <li>Optional: the dependent Action Pack <span class=\"tcs-inline-code\">PCK.ITPA_SHARED<\/span> \u2014 install it first if it is not already present in the target client<\/li>\n    <\/ul>\n\n    <h3>Prerequisites on the Microsoft 365 side<\/h3>\n    <ul>\n      <li>An Entra ID (Azure AD) app registration with a generated client secret<\/li>\n      <li><strong>Tenant ID<\/strong> \u2014 the unique identifier of the Microsoft 365 \/ Entra ID tenant<\/li>\n      <li><strong>Client ID<\/strong> \u2014 the application (client) ID of the registered app<\/li>\n      <li><strong>Client secret<\/strong> \u2014 the secret value paired with the client ID<\/li>\n      <li><strong>API permission:<\/strong> <span class=\"tcs-inline-code\">Sites.ReadWrite.All<\/span> (Application permission, not Delegated), granted admin consent<\/li>\n      <li>Network reachability from the WebService REST agent to <span class=\"tcs-inline-code\">graph.microsoft.com<\/span> and <span class=\"tcs-inline-code\">login.microsoftonline.com<\/span><\/li>\n    <\/ul>\n\n    <div class=\"tcs-callout\">\n      <strong>Application permission, not Delegated.<\/strong> The Automation Office 365 Action Pack uses the client-credentials flow, which requires the Application flavour of <span class=\"tcs-inline-code\">Sites.ReadWrite.All<\/span>. Delegated permissions will not work and will return authorisation errors during token acquisition.\n    <\/div>\n  <\/div>\n\n  <hr class=\"tcs-section-divider\">\n\n  <div id=\"section2\" class=\"tcs-section\" style=\"margin-bottom:36px;\">\n    <div class=\"tcs-eyebrow\">02 \u00b7 Installation<\/div>\n    <h2>Installation, update &amp; uninstall<\/h2>\n    <p>\n      The Automation Office 365 Action Pack is installed through the standard Automic Administration \u2192 Packs interface. The same workflow covers fresh installation and in-place updates. All operations must be performed in a non-zero Automic client \u2014 installation into client 0 is not supported.\n    <\/p>\n\n    <h3>Installation \/ update<\/h3>\n    <ol>\n      <li>Log in to the target Automic client (not client 0)<\/li>\n      <li>Switch to the <strong>Administration<\/strong> view<\/li>\n      <li>Open the <strong>Packs<\/strong> menu entry<\/li>\n      <li><em>Optional:<\/em> if not already installed, install the dependent Action Pack <span class=\"tcs-inline-code\">PCK.ITPA_SHARED<\/span> first<\/li>\n      <li>Click <strong>Install From File<\/strong><\/li>\n      <li>Select the Automation Office 365 Action Pack file and confirm with <strong>Install<\/strong><\/li>\n      <li>If a previous version is already installed, confirm the update by clicking <strong>Install<\/strong> again<\/li>\n      <li>Confirm the successful installation with <strong>Close<\/strong><\/li>\n    <\/ol>\n    <p>\n      After installation the Action Pack appears inside the <span class=\"tcs-inline-code\">PACKAGES<\/span> folder of the Automic client.\n    <\/p>\n\n    <div class=\"tcs-callout\">\n      <strong>Do not rename or move installed Action Packs.<\/strong> The installed Action Pack must remain inside the <span class=\"tcs-inline-code\">PACKAGES<\/span> folder and must not be renamed or moved. Doing either breaks internal references and leaves the Action Pack non-functional.\n    <\/div>\n\n    <h3>Uninstall<\/h3>\n    <ol>\n      <li>Log in to the Automic client where the Action Pack is installed<\/li>\n      <li>Switch to the <strong>Administration<\/strong> view<\/li>\n      <li>Open the <strong>Packs<\/strong> menu entry<\/li>\n      <li>Select the Automation Office 365 Action Pack and click <strong>Remove<\/strong><\/li>\n      <li>Confirm the uninstall by clicking <strong>Yes<\/strong><\/li>\n      <li>Confirm successful removal with <strong>Close<\/strong><\/li>\n    <\/ol>\n  <\/div>\n\n  <hr class=\"tcs-section-divider\">\n\n  <div id=\"section3\" class=\"tcs-section\" style=\"margin-bottom:36px;\">\n    <div class=\"tcs-eyebrow\">03 \u00b7 Configuration<\/div>\n    <h2>Configuration \u2014 connecting to an Azure tenant<\/h2>\n    <p>\n      Before any SharePoint action can run, the Automation Office 365 Action Pack needs at least one named connection configuration pointing at an Entra ID \/ Azure tenant. Configurations are managed through three dedicated actions: <span class=\"tcs-inline-code\">CONFIGURATION_ADD<\/span>, <span class=\"tcs-inline-code\">CONFIGURATION_UPDATE<\/span> and <span class=\"tcs-inline-code\">CONFIGURATION_REMOVE<\/span>. Every SharePoint action references a configuration by name at runtime.\n    <\/p>\n\n    <h3>Creating a new configuration<\/h3>\n    <ol>\n      <li>Start the action <span class=\"tcs-inline-code\">CONFIGURATION_ADD<\/span><\/li>\n      <li>Fill in the required fields (see parameter table below)<\/li>\n      <li>Confirm by clicking <strong>Submit<\/strong><\/li>\n    <\/ol>\n\n    <h3>Configuration parameters<\/h3>\n    <table class=\"tcs-ref-table\">\n      <thead>\n        <tr><th style=\"width:22%;\">Parameter<\/th><th style=\"width:38%;\">Variable<\/th><th>Notes &amp; example<\/th><\/tr>\n      <\/thead>\n      <tbody>\n        <tr>\n          <td>Name<\/td>\n          <td><code>&amp;AUT_O365_CONFIGURATION#<\/code><\/td>\n          <td>Free-form configuration name. Recommended syntax: <code>TENANT_APPID<\/code> \u2014 e.g. <code>MYCOMPANY_MYAPP<\/code> or <code>AUTOMIC_0100<\/code><\/td>\n        <\/tr>\n        <tr>\n          <td>Tenant ID<\/td>\n          <td><code>&amp;AUT_O365_TENANT_ID#<\/code><\/td>\n          <td>The unique Tenant ID of the Azure \/ Entra ID environment to connect to<\/td>\n        <\/tr>\n        <tr>\n          <td>Client ID<\/td>\n          <td><code>&amp;AUT_O365_CLIENT_ID#<\/code><\/td>\n          <td>The unique Client ID of the registered app<\/td>\n        <\/tr>\n        <tr>\n          <td>Client Secret<\/td>\n          <td><code>&amp;AUT_O365_CLIENT_SECRET#<\/code><\/td>\n          <td>The client secret value paired with the Client ID<\/td>\n        <\/tr>\n        <tr>\n          <td>Grant Type<\/td>\n          <td><code>&amp;AUT_O365_GRANT_TYPE#<\/code><\/td>\n          <td>OAuth 2.0 grant type. Typical value: <code>client_credentials<\/code><\/td>\n        <\/tr>\n        <tr>\n          <td>Scope<\/td>\n          <td><code>&amp;AUT_O365_SCOPE#<\/code><\/td>\n          <td>Microsoft Graph scope URL. Typical value: <code>https:\/\/graph.microsoft.com\/.default<\/code><\/td>\n        <\/tr>\n      <\/tbody>\n    <\/table>\n\n    <h3>Updating and removing configurations<\/h3>\n    <ul>\n      <li>To create additional configurations, start <span class=\"tcs-inline-code\">CONFIGURATION_ADD<\/span> again with a new name<\/li>\n      <li>To modify an existing configuration, run <span class=\"tcs-inline-code\">CONFIGURATION_UPDATE<\/span> with the existing configuration name and the fields to change<\/li>\n      <li>To delete a configuration, run <span class=\"tcs-inline-code\">CONFIGURATION_REMOVE<\/span> with the configuration name as the only required parameter<\/li>\n    <\/ul>\n\n    <div class=\"tcs-callout\">\n      <strong>Multiple tenants, one Action Pack.<\/strong> Any number of named configurations can coexist in the same Automic client. Each SharePoint action picks the configuration it needs via the <span class=\"tcs-inline-code\">&amp;AUT_O365_CONFIGURATION#<\/span> parameter at runtime \u2014 ideal for multi-tenant setups or workflows that move files between different Microsoft 365 environments.\n    <\/div>\n  <\/div>\n\n  <hr class=\"tcs-section-divider\">\n\n  <div id=\"section4\" class=\"tcs-section\" style=\"margin-bottom:36px;\">\n    <div class=\"tcs-eyebrow\">04 \u00b7 Actions reference<\/div>\n    <h2>Actions reference<\/h2>\n    <p>\n      The Automation Office 365 Action Pack exposes five public actions: two for connection management and three for SharePoint file operations. All SharePoint actions internally acquire an access token via Microsoft Graph, resolve the target site and library, and then execute the REST call through the WebService REST agent. The following sub-sections document every public action and its parameters.\n    <\/p>\n\n    <h3>4.1 \u00b7 CONFIGURATION_ADD \/ CONFIGURATION_UPDATE<\/h3>\n    <p>\n      Create or update a named connection configuration used to authenticate against Microsoft Graph.\n    <\/p>\n    <p><strong>Object names:<\/strong><\/p>\n    <ul>\n      <li><span class=\"tcs-inline-code\">PCK.TRICISE_AUT_O365.PUB.ACTION.CONFIGURATION_ADD<\/span><\/li>\n      <li><span class=\"tcs-inline-code\">PCK.TRICISE_AUT_O365.PUB.ACTION.CONFIGURATION_UPDATE<\/span><\/li>\n    <\/ul>\n    <p>Parameters: see the configuration parameter table in Section 3 above.<\/p>\n\n    <h3>4.2 \u00b7 CONFIGURATION_REMOVE<\/h3>\n    <p>\n      Remove an existing connection configuration.\n    <\/p>\n    <p><strong>Object name:<\/strong> <span class=\"tcs-inline-code\">PCK.TRICISE_AUT_O365.PUB.ACTION.CONFIGURATION_REMOVE<\/span><\/p>\n    <table class=\"tcs-ref-table\">\n      <thead>\n        <tr><th style=\"width:22%;\">Parameter<\/th><th style=\"width:38%;\">Variable<\/th><th>Notes &amp; example<\/th><\/tr>\n      <\/thead>\n      <tbody>\n        <tr>\n          <td>Name<\/td>\n          <td><code>&amp;AUT_O365_CONFIGURATION#<\/code><\/td>\n          <td>Existing configuration name \u2014 e.g. <code>MYTENANT_APPID<\/code><\/td>\n        <\/tr>\n      <\/tbody>\n    <\/table>\n\n    <h3>4.3 \u00b7 SHAREPOINT_FILES_UPLOAD<\/h3>\n    <p>\n      Upload one or more local files to a SharePoint library via Microsoft Graph REST. File selection supports wildcards and optional recursive traversal of sub-directories; uploaded files can optionally be deleted from the source path after a successful transfer.\n    <\/p>\n    <p><strong>Object name:<\/strong> <span class=\"tcs-inline-code\">PCK.TRICISE_AUT_O365.PUB.ACTION.SHAREPOINT_FILES_UPLOAD<\/span><\/p>\n    <p><strong>Internal sub-processes:<\/strong><\/p>\n    <ul>\n      <li><span class=\"tcs-inline-code\">SHAREPOINT_GET_TOKEN<\/span> \u2014 acquires the Microsoft Graph access token<\/li>\n      <li><span class=\"tcs-inline-code\">SHAREPOINT_GET_SITE<\/span> \u2014 resolves the target SharePoint site<\/li>\n      <li><span class=\"tcs-inline-code\">SHAREPOINT_FILES_UPLOAD<\/span> \u2192 <span class=\"tcs-inline-code\">SHAREPOINT_FILE_UPLOAD<\/span> \u2014 executes the upload per file<\/li>\n      <li><span class=\"tcs-inline-code\">SHAREPOINT_FILES_DELETE<\/span> \u2014 invoked when <code>Delete source = true<\/code> to clean up the source after upload<\/li>\n    <\/ul>\n    <table class=\"tcs-ref-table\">\n      <thead>\n        <tr><th style=\"width:22%;\">Parameter<\/th><th style=\"width:38%;\">Variable<\/th><th>Notes &amp; example<\/th><\/tr>\n      <\/thead>\n      <tbody>\n        <tr>\n          <td>Site Link<\/td>\n          <td><code>&amp;AUT_O365_SITE_LINK#<\/code><\/td>\n          <td>Unique SharePoint site reference. Example: <code>mydomain.sharepoint.com:\/sites\/mySite<\/code><\/td>\n        <\/tr>\n        <tr>\n          <td>Library name<\/td>\n          <td><code>&amp;AUT_O365_DRIVE_NAME#<\/code><\/td>\n          <td>Target SharePoint library. The default library in SharePoint is &#8220;Freigegebene Dokumente&#8221; \/ &#8220;Shared Documents&#8221;. Example: <code>Dokumente<\/code><\/td>\n        <\/tr>\n        <tr>\n          <td>Sharepoint path<\/td>\n          <td><code>&amp;AUT_O365_SHAREPOINT_PATH#<\/code><\/td>\n          <td>Target folder inside the library. Either the root (<code>root<\/code>) or a sub-folder (<code>root:\/MyFolder\/MySubfolder<\/code>). Example: <code>root:\/myFolder<\/code><\/td>\n        <\/tr>\n        <tr>\n          <td>Filepath pattern<\/td>\n          <td><code>&amp;AUT_O365_FILE_PATTERN#<\/code><\/td>\n          <td>File selection pattern. Fully qualified or wildcard. Example: <code>*.txt<\/code><\/td>\n        <\/tr>\n        <tr>\n          <td>Local path<\/td>\n          <td><code>&amp;AUT_O365_LOCAL_PATH#<\/code><\/td>\n          <td>Local source directory containing the files to upload. Example: <code>C:\\temp<\/code><\/td>\n        <\/tr>\n        <tr>\n          <td>OS Agent<\/td>\n          <td><code>&amp;AUT_O365_AGENT#<\/code><\/td>\n          <td>Operating-system agent used for source deletion when <code>Delete source = true<\/code>. Example: <code>MYAGENT<\/code><\/td>\n        <\/tr>\n        <tr>\n          <td>OS Login<\/td>\n          <td><code>&amp;AUT_O365_LOGIN#<\/code><\/td>\n          <td>Login object used for source deletion when <code>Delete source = true<\/code>. Example: <code>LOGIN.MYLOGIN<\/code><\/td>\n        <\/tr>\n        <tr>\n          <td>Include Folders<\/td>\n          <td><code>&amp;AUT_O365_RECURSIVE#<\/code><\/td>\n          <td>Traverse sub-directories during upload. <code>true<\/code> \/ <code>false<\/code><\/td>\n        <\/tr>\n        <tr>\n          <td>Delete source<\/td>\n          <td><code>&amp;AUT_O365_DELETE_SOURCE#<\/code><\/td>\n          <td>Delete uploaded files from the source path after a successful upload. <code>true<\/code> \/ <code>false<\/code><\/td>\n        <\/tr>\n      <\/tbody>\n    <\/table>\n\n    <h3>4.4 \u00b7 SHAREPOINT_FILES_DOWNLOAD<\/h3>\n    <p>\n      Download one or more files from a SharePoint library to a local target directory via Microsoft Graph REST. Supports wildcard selection and optional recursive traversal of sub-folders.\n    <\/p>\n    <p><strong>Object name:<\/strong> <span class=\"tcs-inline-code\">PCK.TRICISE_AUT_O365.PUB.ACTION.SHAREPOINT_FILES_DOWNLOAD<\/span><\/p>\n    <p><strong>Internal sub-processes:<\/strong><\/p>\n    <ul>\n      <li><span class=\"tcs-inline-code\">SHAREPOINT_GET_TOKEN<\/span> \u2014 acquires the Microsoft Graph access token<\/li>\n      <li><span class=\"tcs-inline-code\">SHAREPOINT_GET_SITE<\/span> \u2014 resolves the target SharePoint site<\/li>\n      <li><span class=\"tcs-inline-code\">SHAREPOINT_GET_ITEM_ID<\/span> \/ <span class=\"tcs-inline-code\">SHAREPOINT_GET_ITEM_IDS<\/span> \u2014 resolves single or multiple item IDs for the download<\/li>\n      <li><span class=\"tcs-inline-code\">SHAREPOINT_FILES_DOWNLOAD<\/span> \u2192 <span class=\"tcs-inline-code\">SHAREPOINT_FILE_DOWNLOAD<\/span> \u2014 executes the download per file<\/li>\n    <\/ul>\n    <table class=\"tcs-ref-table\">\n      <thead>\n        <tr><th style=\"width:22%;\">Parameter<\/th><th style=\"width:38%;\">Variable<\/th><th>Notes &amp; example<\/th><\/tr>\n      <\/thead>\n      <tbody>\n        <tr>\n          <td>Site Link<\/td>\n          <td><code>&amp;AUT_O365_SITE_LINK#<\/code><\/td>\n          <td>Unique SharePoint site reference. Example: <code>mydomain.sharepoint.com:\/sites\/mySite<\/code><\/td>\n        <\/tr>\n        <tr>\n          <td>Library name<\/td>\n          <td><code>&amp;AUT_O365_DRIVE_NAME#<\/code><\/td>\n          <td>Source SharePoint library. Default: &#8220;Shared Documents&#8221;. Example: <code>Dokumente<\/code><\/td>\n        <\/tr>\n        <tr>\n          <td>Filepath pattern<\/td>\n          <td><code>&amp;AUT_O365_FILE_PATTERN#<\/code><\/td>\n          <td>File selection pattern. Fully qualified or wildcard. Example: <code>*.txt<\/code><\/td>\n        <\/tr>\n        <tr>\n          <td>Sharepoint path<\/td>\n          <td><code>&amp;AUT_O365_SHAREPOINT_PATH#<\/code><\/td>\n          <td>Source folder inside the library. Root (<code>root<\/code>) or sub-folder (<code>root:\/MyFolder\/MySubfolder<\/code>)<\/td>\n        <\/tr>\n        <tr>\n          <td>Local path<\/td>\n          <td><code>&amp;AUT_O365_LOCAL_PATH#<\/code><\/td>\n          <td>Local target directory for downloaded files. Example: <code>C:\\temp<\/code><\/td>\n        <\/tr>\n        <tr>\n          <td>Include Folders<\/td>\n          <td><code>&amp;AUT_O365_RECURSIVE#<\/code><\/td>\n          <td>Traverse SharePoint sub-folders during download. <code>true<\/code> \/ <code>false<\/code><\/td>\n        <\/tr>\n      <\/tbody>\n    <\/table>\n\n    <h3>4.5 \u00b7 SHAREPOINT_FILES_DELETE<\/h3>\n    <p>\n      Delete one or more files from a SharePoint library. Files are removed through Microsoft Graph REST, which moves them into the SharePoint recycle bin rather than permanently erasing them.\n    <\/p>\n    <p><strong>Object name:<\/strong> <span class=\"tcs-inline-code\">PCK.TRICISE_AUT_O365.PUB.ACTION.SHAREPOINT_FILES_DELETE<\/span><\/p>\n    <p><strong>Internal sub-processes:<\/strong><\/p>\n    <ul>\n      <li><span class=\"tcs-inline-code\">SHAREPOINT_GET_TOKEN<\/span><\/li>\n      <li><span class=\"tcs-inline-code\">SHAREPOINT_GET_SITE<\/span><\/li>\n      <li><span class=\"tcs-inline-code\">SHAREPOINT_GET_ITEM_ID<\/span> \/ <span class=\"tcs-inline-code\">SHAREPOINT_GET_ITEM_IDS<\/span><\/li>\n      <li><span class=\"tcs-inline-code\">SHAREPOINT_FILES_DELETE<\/span> \u2192 <span class=\"tcs-inline-code\">SHAREPOINT_FILE_DELETE<\/span><\/li>\n    <\/ul>\n    <table class=\"tcs-ref-table\">\n      <thead>\n        <tr><th style=\"width:22%;\">Parameter<\/th><th style=\"width:38%;\">Variable<\/th><th>Notes &amp; example<\/th><\/tr>\n      <\/thead>\n      <tbody>\n        <tr>\n          <td>Site Link<\/td>\n          <td><code>&amp;AUT_O365_SITE_LINK#<\/code><\/td>\n          <td>Unique SharePoint site reference. Example: <code>mydomain.sharepoint.com:\/sites\/mySite<\/code><\/td>\n        <\/tr>\n        <tr>\n          <td>Library name<\/td>\n          <td><code>&amp;AUT_O365_DRIVE_NAME#<\/code><\/td>\n          <td>Source SharePoint library. Default: &#8220;Shared Documents&#8221;<\/td>\n        <\/tr>\n        <tr>\n          <td>Filepath pattern<\/td>\n          <td><code>&amp;AUT_O365_FILE_PATTERN#<\/code><\/td>\n          <td>File selection pattern. Fully qualified or wildcard. Example: <code>*.txt<\/code><\/td>\n        <\/tr>\n        <tr>\n          <td>Sharepoint path<\/td>\n          <td><code>&amp;AUT_O365_SHAREPOINT_PATH#<\/code><\/td>\n          <td>Source folder inside the library. Root or sub-folder. Example: <code>root:\/myFolder<\/code><\/td>\n        <\/tr>\n        <tr>\n          <td>Include Folders<\/td>\n          <td><code>&amp;AUT_O365_RECURSIVE#<\/code><\/td>\n          <td>Traverse SharePoint sub-folders during deletion. <code>true<\/code> \/ <code>false<\/code><\/td>\n        <\/tr>\n      <\/tbody>\n    <\/table>\n\n    <div class=\"tcs-callout\">\n      <strong>Deletion moves files to the recycle bin.<\/strong> The SharePoint delete action does not hard-delete files. Items removed through the Action Pack are placed into the SharePoint recycle bin and can be recovered from there if needed.\n    <\/div>\n  <\/div>\n\n  <hr class=\"tcs-section-divider\">\n\n  <div id=\"section5\" class=\"tcs-section\" style=\"margin-bottom:36px;\">\n    <div class=\"tcs-eyebrow\">05 \u00b7 Upgrade<\/div>\n    <h2>Upgrade &amp; migration<\/h2>\n    <p>\n      Upgrading the Automation Office 365 Action Pack uses the same <strong>Install From File<\/strong> workflow as the initial installation. Automic recognises the existing installation and prompts for an update confirmation; selecting <strong>Install<\/strong> replaces the installed version in place. Configurations created through <span class=\"tcs-inline-code\">CONFIGURATION_ADD<\/span> are preserved across upgrades.\n    <\/p>\n\n    <h3>Recommended upgrade procedure<\/h3>\n    <ol>\n      <li>Back up or export the relevant tenant to retain a rollback point<\/li>\n      <li>Pause any workflows that reference the Action Pack&#8217;s SharePoint actions<\/li>\n      <li>Run <strong>Install From File<\/strong> with the new Action Pack file and confirm the update<\/li>\n      <li>Smoke-test a known-good upload, download and delete action against a test SharePoint site<\/li>\n      <li>Re-enable the paused workflows<\/li>\n    <\/ol>\n\n    <div class=\"tcs-callout\">\n      <strong>Do not rename, move or manually modify installed Action Packs.<\/strong> Upgrades rely on the Action Pack remaining inside the <span class=\"tcs-inline-code\">PACKAGES<\/span> folder under its original name. Manual changes outside the provided <span class=\"tcs-inline-code\">CONFIGURATION_*<\/span> actions are unsupported and will be overwritten on the next update.\n    <\/div>\n  <\/div>\n\n  <hr class=\"tcs-section-divider\">\n\n  <div id=\"section6\" class=\"tcs-section\" style=\"margin-bottom:36px;\">\n    <div class=\"tcs-eyebrow\">06 \u00b7 FAQ<\/div>\n    <h2>Frequently asked questions<\/h2>\n\n    <details class=\"tcs-faq-item\">\n      <summary>What does the Automation Office 365 Action Pack do?<\/summary>\n      <div class=\"tcs-faq-body\">\n        <p>The Automation Office 365 Action Pack adds SharePoint upload, download and delete to Automic Automation workflows. It wraps Microsoft Graph authentication, access-token handling and the REST calls into five public actions, so that file operations on SharePoint can be orchestrated directly from Automic without building a custom integration.<\/p>\n      <\/div>\n    <\/details>\n\n    <details class=\"tcs-faq-item\">\n      <summary>Which Automic versions are supported?<\/summary>\n      <div class=\"tcs-faq-body\">\n        <p>The Automation Office 365 Action Pack is supported on Automic Automation V24 and later release lines. Earlier V21 systems are not covered by the current release; Tricise provides compatibility updates as new Automic major versions arrive.<\/p>\n      <\/div>\n    <\/details>\n\n    <details class=\"tcs-faq-item\">\n      <summary>Which Microsoft Graph permissions does it need?<\/summary>\n      <div class=\"tcs-faq-body\">\n        <p>The Automation Office 365 Action Pack requires the <span class=\"tcs-inline-code\">Sites.ReadWrite.All<\/span> <strong>Application<\/strong> permission (not Delegated) on the registered Entra ID app, with admin consent granted. The client-credentials OAuth 2.0 flow is used to obtain access tokens via <span class=\"tcs-inline-code\">login.microsoftonline.com<\/span> and then calls Microsoft Graph at <span class=\"tcs-inline-code\">graph.microsoft.com<\/span>.<\/p>\n      <\/div>\n    <\/details>\n\n    <details class=\"tcs-faq-item\">\n      <summary>Can the Action Pack target multiple Microsoft 365 tenants?<\/summary>\n      <div class=\"tcs-faq-body\">\n        <p>Yes. The Automation Office 365 Action Pack supports an unlimited number of named connections per Automic client. Each connection stores its own Tenant ID, Client ID, Client Secret, grant type and scope. Every SharePoint action references one configuration via the <span class=\"tcs-inline-code\">&amp;AUT_O365_CONFIGURATION#<\/span> parameter, which makes multi-tenant setups and cross-tenant file exchange straightforward.<\/p>\n      <\/div>\n    <\/details>\n\n    <details class=\"tcs-faq-item\">\n      <summary>Where is the Action Pack installed, and can I move it?<\/summary>\n      <div class=\"tcs-faq-body\">\n        <p>The Automation Office 365 Action Pack is installed into the <span class=\"tcs-inline-code\">PACKAGES<\/span> folder of the Automic client via Administration \u2192 Packs \u2192 Install From File. The Action Pack must remain inside that folder and must not be renamed \u2014 doing either breaks internal references. Installation into client 0 is not supported.<\/p>\n      <\/div>\n    <\/details>\n\n    <details class=\"tcs-faq-item\">\n      <summary>Does the upload action require an OS agent?<\/summary>\n      <div class=\"tcs-faq-body\">\n        <p>The Automation Office 365 Action Pack upload action only needs an OS agent and login when <span class=\"tcs-inline-code\">Delete source = true<\/span>, because source deletion runs on the filesystem where the uploaded files live. For pure uploads without source deletion, the WebService REST agent is sufficient. The download action uses the OS agent only when local sub-directories have to be created for a recursive download.<\/p>\n      <\/div>\n    <\/details>\n\n    <details class=\"tcs-faq-item\">\n      <summary>What happens when a delete action runs against SharePoint?<\/summary>\n      <div class=\"tcs-faq-body\">\n        <p>The Automation Office 365 Action Pack delete action does not hard-delete files. The matched items are moved into the SharePoint recycle bin via Microsoft Graph, which means they can be restored from the recycle bin within SharePoint&#8217;s retention window if a deletion turns out to be wrong.<\/p>\n      <\/div>\n    <\/details>\n\n    <details class=\"tcs-faq-item\">\n      <summary>Can filepath patterns use wildcards?<\/summary>\n      <div class=\"tcs-faq-body\">\n        <p>Yes. The <span class=\"tcs-inline-code\">&amp;AUT_O365_FILE_PATTERN#<\/span> parameter accepts both fully qualified file names and wildcard patterns such as <span class=\"tcs-inline-code\">*.txt<\/span> or <span class=\"tcs-inline-code\">report_*.csv<\/span>. Combined with the <span class=\"tcs-inline-code\">Include Folders<\/span> flag, the Automation Office 365 Action Pack can process entire directory trees in a single action call.<\/p>\n      <\/div>\n    <\/details>\n\n    <details class=\"tcs-faq-item\">\n      <summary>How does upgrading to a new version work?<\/summary>\n      <div class=\"tcs-faq-body\">\n        <p>Upgrades of the Automation Office 365 Action Pack reuse the standard <strong>Install From File<\/strong> flow. Automic detects an existing installation, prompts for confirmation and replaces the Action Pack in place inside the <span class=\"tcs-inline-code\">PACKAGES<\/span> folder. Named connection configurations created through <span class=\"tcs-inline-code\">CONFIGURATION_ADD<\/span> are preserved across upgrades.<\/p>\n      <\/div>\n    <\/details>\n\n    <details class=\"tcs-faq-item\">\n      <summary>Does the Action Pack depend on other Tricise packs?<\/summary>\n      <div class=\"tcs-faq-body\">\n        <p>The Automation Office 365 Action Pack depends on <span class=\"tcs-inline-code\">PCK.ITPA_SHARED<\/span>, a shared utility Action Pack. If it is not already present in the target Automic client, install it from the same Administration \u2192 Packs interface before installing the Office 365 Action Pack itself.<\/p>\n      <\/div>\n    <\/details>\n\n    <details class=\"tcs-faq-item\">\n      <summary>How much does the Automation Office 365 Action Pack cost?<\/summary>\n      <div class=\"tcs-faq-body\">\n        <p>The Automation Office 365 Action Pack is licensed as a one-time purchase at 3.200 \u20ac (excl. VAT) per Automic system. The price is shown on the Tricise shop page and includes Tricise product support plus compatibility updates for the current Automic V24+ release line. There is no recurring subscription fee.<\/p>\n      <\/div>\n    <\/details>\n\n    <details class=\"tcs-faq-item\">\n      <summary>Where can I buy the Automation Office 365 Action Pack?<\/summary>\n      <div class=\"tcs-faq-body\">\n        <p>The Automation Office 365 Action Pack is available through the Tricise shop at <a href=\"https:\/\/tricise.com\/shop\/automation-office-365\/\" target=\"_blank\" rel=\"noopener\" style=\"color:#A32D2D;\">tricise.com\/shop\/automation-office-365<\/a>. For questions around licensing, multi-system scoping, onboarding or live walkthroughs, contact Tricise through the consultation form.<\/p>\n      <\/div>\n    <\/details>\n  <\/div>\n\n  <div style=\"background:#2C2C2A; border-radius:12px; padding:28px 32px;\">\n    <div style=\"margin-bottom:14px;\">\n      <div style=\"font-size:17px; font-weight:500; color:#FFFFFF; margin:0 0 4px 0;\">\n        Bring SharePoint <em style=\"font-style:italic; color:#F09595; font-weight:500;\">into your workflows<\/em>\n      <\/div>\n      <div style=\"font-size:13px; color:#B4B2A9;\">Talk to our experts about licensing, integration, training, or schedule a live walkthrough.<\/div>\n    <\/div>\n    <div>\n      <a href=\"https:\/\/tricise.com\/shop\/automation-office-365\/\" target=\"_blank\" rel=\"noopener\" class=\"tcs-hover-btn-primary\" style=\"display:inline-block; font-size:13px; font-weight:500; padding:10px 20px; border-radius:8px; text-decoration:none; background:#A32D2D; color:#FFFFFF; margin-right:10px;\">Buy in shop<\/a>\n      <a href=\"https:\/\/tricise.com\/contact\/consultation\/\" target=\"_blank\" rel=\"noopener\" class=\"tcs-hover-btn-ghost\" style=\"display:inline-block; font-size:13px; font-weight:500; padding:10px 20px; border-radius:8px; text-decoration:none; background:transparent; color:#FFFFFF; border:1px solid #5F5E5A;\">Talk to expert<\/a>\n    <\/div>\n  <\/div>\n\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Current version v2024.12 Action Pack \u00b7 Automic Full Guide \u00b7 Action Pack Automation Office 365 Action Pack \u2014 install, configure [&hellip;]<\/p>\n","protected":false},"author":59,"featured_media":0,"parent":14565,"menu_order":2,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"doc_tag":[],"doc_badge":[],"class_list":["post-14607","docs","type-docs","status-publish","hentry"],"acf":[],"meta_box":[],"author_avatar":"https:\/\/secure.gravatar.com\/avatar\/f90ddc4bef2e4782ae1e7c9da72b6fd7660039c95037dc1af7edfb48356d41b4?s=96&d=mm&r=g","author_name":"Martin Winkler","_links":{"self":[{"href":"https:\/\/tricise.com\/it\/wp-json\/wp\/v2\/docs\/14607","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tricise.com\/it\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/tricise.com\/it\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/tricise.com\/it\/wp-json\/wp\/v2\/users\/59"}],"replies":[{"embeddable":true,"href":"https:\/\/tricise.com\/it\/wp-json\/wp\/v2\/comments?post=14607"}],"version-history":[{"count":1,"href":"https:\/\/tricise.com\/it\/wp-json\/wp\/v2\/docs\/14607\/revisions"}],"predecessor-version":[{"id":17682,"href":"https:\/\/tricise.com\/it\/wp-json\/wp\/v2\/docs\/14607\/revisions\/17682"}],"up":[{"embeddable":true,"href":"https:\/\/tricise.com\/it\/wp-json\/wp\/v2\/docs\/14565"}],"wp:attachment":[{"href":"https:\/\/tricise.com\/it\/wp-json\/wp\/v2\/media?parent=14607"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/tricise.com\/it\/wp-json\/wp\/v2\/doc_tag?post=14607"},{"taxonomy":"doc_badge","embeddable":true,"href":"https:\/\/tricise.com\/it\/wp-json\/wp\/v2\/doc_badge?post=14607"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}