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Embedding a Viima board to SharePoint
Embedding a Viima board to SharePoint
Updated over a week ago

Embedding a Viima board to SharePoint is a great way to add visibility to your board.

This guide shows you the steps involved in doing that. Depending on your SharePoint version, they might differ slightly but the basic idea still remains the same.

If you want to utilize true (seamless) Single-Sign-On with your embedded board, please contact our support for more details.

Step 1: Create a new page for SharePoint

Start by creating a new page in your SharePoint. This is the place where you're going to embed the board.

If you've already added the page, you can jump straight to step 3.

Step 2: Choose the template

Choose "Blank" from the list of page templates and proceed to create the board.

Step 3: Add a new embed block

Now that you have your empty page, you can name it and start adding content to it. If you want to, you can add a brief text introduction to your page or simply embed Viima to it and utilize your welcome message feature for explaining what the board is for.

Embedding Viima happens by adding a new "Embed" block so choose this. In older versions of SharePoint, this might be referred to as "Web Part". Under the hood, the two are the same.

Step 4: Get your board embed code from Viima

Now that you've added the embed block, you need an embed code to insert the Viima board into it. You'll find an example code from Viima's admin portal by going to the Integration settings section and clicking the Iframe subsection open. Copy the code from the black background to your clipboard.

NOTE: If your organization is using Internet Explorer as the main browser and you are using some other means of logging into Viima than the standard "Viima account", then we recommend adding this query parameter to the end of the iframe URL: "?embedded=true". It alters the way IE handles for instance the Office 365 login flow from a pop-up based to a redirect-based flow.

NOTE 2: If you want to direct people to a preferred login option instead of the Viima app login page, you can add the following query parameter to the iframe URL: "?sso=azure" for Office 365, "?sso=google" for Google login and "?sso=adfs" for Microsoft AD FS.

Step 5: Paste and edit the embed code

Now paste the embed code to the appropriate input field in SharePoint. You can adjust the height of the board by changing the value in the embed code. You need to use pixels as the unit here, usually, values around 1000px are suitable for most use cases.

Depending on your security settings, you might see an error message in red like the one on the image. This will be addressed next. If you don't see the error, please skip that step.

Step 6: Change HTML field security settings in your SharePoint

To fix the error stated above, you're going to need to change the HTML field security settings in your SharePoint. For finding this section, please refer to these instructions.

Once you find the correct settings, you should add to the list of allowed domains, as depicted below, and then click "Add" and "OK".

PS. To do this, you need appropriate user rights in SharePoint so if you can't follow the instructions, please contact your SharePoint administrator.

Step 7: Publish the board

Once you've changed the security settings, the error message will disappear and you should see your Viima board on the preview of the page. If you don't see it yet, please refresh the page.

Now you can fine-tune the size of your board more easily. If you still need to do that, please refer to step 5.

Once you've done that, you're ready to publish your page by simply clicking Publish.

Your board is now live in SharePoint!

Your page is now live and good to go! Depending on your SharePoint settings and your use case, you might still need to adjust the access rights of your board to allow other people to see the page. You might also want to add links pointing to this new page to some of the other pages on your site but these are beyond the scope of this guide.

If you run into challenges with the integration, please contact our support.

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