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2.2.13 FAQs for Microsoft Sharepoint App Management
Category | Question | Answer |
Prerequisites | What are the prerequisites for deploying AC 5 on Azure? | Kubernetes service configured in Azure, backend/log databases, Azure AKS credentials, secure VPN, and admin rights on the local machine. |
What is required for account setup in AC5.x? | An active Azure AD tenant, admin access to Azure AD, and a SharePoint Online site within Office 365. | |
Azure and AKS Access | How do I access Azure AKS credentials? | Through Azure portal credentials and Jumphost credentials provided by the infrastructure team. |
Tools | What applications are required for AC 5 deployment? | Azure CLI, kubectl CLI, and Helm CLI. |
Authentication | How do I generate a Client Secret for SharePoint API access? | Go to Azure AD > Certificates & Secrets > New Client Secret, and copy the generated value. |
Security & Compliance | How can I ensure secure integration of the app? | Follow compliance guidelines and industry best practices, and configure secure connections. |
Integration | What permissions are required for integrating with SharePoint API? | Delegated permissions (e.g., Sites.Read.All) for user-based actions or application permissions for background services. |
Troubleshooting | What should I do if OAuth integration tests fail? | Verify client ID, client secret, scopes, and permissions in Azure, and ensure API endpoints are correctly configured. |
General | What is the purpose of the SharePoint App? | To enable users to access, view, and interact with SharePoint content from mobile devices. |
How does SharePoint support team collaboration? | By providing document management, content sharing, and workflow automation tools. |
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2.2.14 FAQ for Box App Management
Category | Question | Answer |
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Setup & Configuration | What are the steps to create a Box app? | Log in to Box Developer Console, create a new app, select the API type and access level, name the app, and save. |
How do I get OAuth credentials for my Box app? | Go to the app's settings to retrieve the Client ID (App Key) and Client Secret (App Secret). | |
What are OAuth scopes, and how do I configure them? | OAuth scopes define permissions for the app, e.g., files.metadata.read. Configure these in the app settings. | |
How do I set up redirect URIs for my app? | In the app settings, add authorized URLs like https://acexpress-ist.adeptia.com/rest/connectors/oauth/account. | |
AC5 Configuration | How do I configure Box in AC5? | Login to AC5, select Box, provide connection details, choose the OAuth client, set date/time formats, and connect. |
What triggers can I set in Box integration for workflows? | Triggers like "New File in Folder" or "File Updated" can initiate workflows. | |
How can I define the target action in a Box integration workflow? | Choose the target app (e.g., FTP server) and configure required fields in AC5. | |
Navigation | How do I create a folder in Box? | Log in, navigate to the desired location, click "New Folder," name the folder, and save it. |
How do I upload files to a folder in Box? | Open the folder, use the "Upload" button, or drag and drop files directly into it. | |
Tips & Best Practices | What are some general tips for Box usage? | Use favorites for quick access, manage shared file permissions, and utilize advanced search filters like type:pdf. |
How can I track file changes in Box? | Use the "Version History" option from the file’s context menu to view or restore previous versions. | |
Troubleshooting | What should I do if the Box app integration doesn’t work? | Verify the OAuth credentials, check scope configurations, and ensure redirect URIs are correctly set. |
Why can’t I connect to Box from AC5? | Ensure the OAuth client is properly configured, and verify date/time formats and the selected time zone. |
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3. Marketplace
Category | Question | Answer |
|---|---|---|
Marketplace Overview | What is the Marketplace? | The Marketplace is a central hub where users can access and install pre-built Automations tailored to their needs. It streamlines integration by offering ready-made solutions. |
Tabs and Navigation | What tabs are available on the Marketplace? | The available tabs are: |
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App Connectors | What are App Connectors? | App Connectors display a list of business applications. Selecting an app leads to the "All Automations" tab where pre-built Automations using that app can be viewed. |
Document Processing (IDP) | What types of documents can be processed using the Marketplace's Document (IDP) feature? | The Document (IDP) tab processes documents like: |
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Using Pre-built Automations | How do I use a pre-built Automation? |
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Document Type Selection | What happens after I select a document type from the Document (IDP) tab? | After selecting a document type (e.g., Purchase Orders), you are taken to "All Automations" where pre-built Automations process the unstructured file and write structured data to the destination application. |
All Automations | What is the 'All Automations' tab? | The "All Automations" tab displays all pre-built Automations available on the Marketplace, providing easy access for installation. |
Configuration of Automations | How do I configure an installed Automation? | After installing a pre-built Automation, configure it according to specific needs. Refer to the "Create Automation" section in the documentation for detailed instructions. |
Exploring Automations | Can I use multiple tabs to explore Automations? | Yes, you can explore Automations across multiple tabs (Partner Network, App Connectors, Document (IDP), All Automations) to find solutions suited to different needs. |
Business Applications | What types of business applications are available in App Connectors? | The App Connectors tab displays business applications like QuickBooks, which can be integrated into pre-built Automations available in the Marketplace. |
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Category | Question | Answer |
|---|---|---|
General Overview | What is the Layout Builder? | The Layout Builder is a tool for defining data structures (schemas) used in automation workflows. |
Why is the Layout Builder important? | It helps streamline data mapping and processing, ensuring accurate schema definitions for source and target data. | |
Creating a Layout | How do I select a data format for my layout? | Navigate to the Setup step in your automation and select either the "Text" or "Excel" data format. |
What is the process to add a new layout? | Click the "Add" button under the Format Type section, provide a name and description, and configure layout settings. | |
What settings can I define for text layouts? | Specify record separators, header presence, and either upload a sample file or manually enter field names. | |
How do I define a schema from a sample file? | Upload the file, choose a sheet and starting row for field extraction, and then select a row as the schema definition. | |
Field Customization | Can I rename fields in my schema? | Yes, you can modify field names directly in the schema definition view. |
How do I add additional fields to my layout? | Use the "Add Row" option in the Field Customization section. | |
What formats can I specify for date fields? | Define custom date and time formats based on your requirements. | |
Can I change the data types of fields? | Yes, field data types can be modified during customization. | |
Advanced Features | What is the Action Menu? | It is a feature that allows adding, removing, or editing fields within the schema. |
What are Advanced Settings? | Additional properties can be accessed via the settings button in the top-right corner. | |
Testing the Layout | How can I test a layout with default files? | The uploaded file is automatically tested and displayed in the Test View, flagging any errors. |
Is custom file testing possible? | Yes, you can upload a different file to test its compatibility with the layout. | |
Secure Files | Can I use password-protected Excel files? | Yes, during layout setup, provide the password to enable the file to be read and processed. |
Editing Predefined Layouts | What are predefined layouts? | These are layouts provided for common applications like BambooHR and Shopify. |
Can predefined layouts be edited? | Yes, you can edit and add child records to these predefined layouts. | |
Troubleshooting | What should I do if the layout fails to load my data? | Ensure the data format and settings match the file structure, and validate the schema. |
How do I resolve flagged errors during testing? | Review the flagged data rows in the Test View and adjust your layout settings accordingly. | |
Can I test layouts without uploading a file? | No, a file is required for layout testing to validate compatibility. | |
Optimization and Best Practices | What is the best way to start with complex schemas? | Begin with a sample file and incrementally define fields, testing compatibility at each step. |
How often should I test a layout? | Test after every major change to ensure compatibility and data integrity. | |
Can I reuse layouts for multiple automation workflows? | Yes, layouts are reusable across workflows with similar data structures. | |
Miscellaneous | Is Layout Builder only for schema definition? | Primarily, but it also helps test and troubleshoot data compatibility issues. |
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