Overview

This article covers how to create and work with external SharePoint sites in Cosmos. This enables users to run reports or schedule them and have the finished report automatically save out to an existing SharePoint site that is used within the organization.

Details

To configure an external SharePoint site to be used by Cosmos, you will navigate to Administration area of Cosmos and click on the SharePoint Sites section on the left. You will then see a list of all SharePoint sites that are currently being used with Cosmos.

Each time an environment is created there will be a separate SharePoint site created and used for that environment. These will have a checkbox in the For Environment column and cannot be deleted. 

Any external SharePoint sites that have been added will show up in the list without a checkbox in the For Environment column. 

To add a new external SharePoint site, click the New External SharePoint Site button at the top. You will then be able to start typing in the "Search SharePoint" section and Cosmos will return any matching SharePoint sites that exist that you have access to. 

You can then select the desired site and click Save and it will be available within Cosmos.