Step 1: File Location

Follow these steps to establish a new location for the Application Configurator security and connection files, and to define general security settings.

Spreadsheet Server now supports both traditional network locations and SharePoint integration for enhanced cloud-based file management.

Prerequisites for SharePoint Integration

• Spreadsheet Server v25.3 or later

• Read and write permissions for all users

• SharePoint file access and update capabilities

Required SharePoint Permissions

Spreadsheet Server requires the following delegated permissions to integrate with SharePoint:

• Files.ReadWrite.All - Allows reading and writing files in SharePoint document libraries

• Sites.ReadWrite.All - Allows accessing SharePoint sites to store configuration files and distribute reports

• User.Read - Reads basic profile information of the signed-in user (name, email)

• User.ReadBasic.All - Reads basic profile information to display user names in reports

Spreadsheet Server requires access to all files because it can create new files and folders in various locations. It requires access to all site collections so that it can list the available sites and drives for users to select from during configuration.

Security Model

Spreadsheet Server uses delegated permissions, not application permissions. This security model ensures:

• User-Based Access Control

  • The application can only access SharePoint resources that the logged-in user can access.

  • If a user does not have access to a SharePoint site, Spreadsheet Server cannot access that site when the user is logged in.

  • The application operates within each user's existing SharePoint permissions.

  • The application cannot bypass the SharePoint security model.

• Existing SharePoint Security Enforcement

  • All SharePoint permissions, restrictions, and security policies remain enforced.

  • Sensitive sites that users cannot access remain completely protected.

  • The application inherits the user's permissions rather than having elevated access.

Configuration Steps

File Migration

Save copies of the following files to a SharePoint location. This typically includes everything in the path: C:\Users\Public\Documents\Global Software Inc\Spreadsheet Server

• dotnetsecurity.xml

• dotnetconnections.xml

• CustomGL folder

• AdHocQueries folder

• Query Designer → Queries Folder

• Application Data folder

Application Configurator Setup

1. Sign into Application Configurator. From the desktop, click Start > Spreadsheet Server Suite > Application Configurator. The Administrator Login panel displays.

2. Enter the administrator username and password as provided by an insightsoftware executive and click OK. The default username is Admin and the password is gsi, unless modified.

3. In Application Configurator, click the File drop-down menu and then click Settings.
4. Navigate to Application Configurator Settings and locate the new Storage Location option for SharePoint.

   

5. Select SharePoint location, authentication prompt appears immediately.
6. After authentication, browse to search for a SharePoint destination.

   

7. Select the target folder.
8. Use the following table to enter data in the General tab of the Application Configurator Settings panel.

   

   Field	Description
   Security File Network Folder	Enter the path or click Browse to select a common network folder location for the security and connection files. This should be a secured location that each Application Configurator user has access to.
   Cloud Storage Location	Enter the cloud storage URL to connect to insightsoftware’s cloud file management system.
   Port	Enter the port number for the cloud storage location if necessary.
   Platform Token Timeout	Enter the number of days (up to 14 days) post which the application will require Platform users to re-authenticate login to Spreadsheet Server.
   Online License Check	Choose to enable or disable the online license check. This function is password protected when disabling the online license check.
   Auto load Configurator files from network location	Enable this checkbox to automatically load the file data from the folder specified in the Security File Network Folder field each time you open Application Configurator.
   Use binding variables	Enable this checkbox to bind variables and use that parameter when running a query. Use this function to avoid entering a required value into the query, writing separate queries for each different value, or concatenating strings, and improve the query calculation time. If enabled, Application Configurator applies this setting to all the users in the organization.
   Select multiple ERPs for display	Select the ERPs for use in Spreadsheet Server.

9. Click OK.
10. In Application Configurator, click File > Save or the Save icon.
11. If you have defined a shared network location, click Yes in the subsequent prompt to push the changes to the network.

Alternative Setup Method

SharePoint integration is also available through the Configuration Wizard for organizations that prefer guided setup.