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While configuring the Source or Destination of a Template or Transaction, you find an Account option to need to create an account to configure your application with Adeptia Connect. Using Account configurationWhile creating an account, you need to specify the location from where Adeptia Connect will access the data is to be accessed. In this process, provide the details of the application account to grant permission to access data.

Before creating a SharePoint account, it is recommended to do the following:

  1. Create an app in SharePoint
    1. Open the browser and type the URL: https://<domain>.sharepoint.com/_Layouts/15/AppRegNew.aspx where <domain> is the SharePoint domain.



    2. Click Generate in the Client Id and Client Secret.

      Tip
      Copy the generated Client ID and Client Secret for future use.
    3. Type the app name in the Title.
    4. Type the Adeptia Connect URL without a protocol in the App Domain. For instance, if the Adeptia Connect URL is https://ac2.adeptia.com then App Domain is ac2.adeptia.com.
    5. Type the callback URL in the Redirect URL in the format: https://<AdeptiaConnectURL>/rest/applications/microsoftsharepoint/account. 
    6. Click Create.
      This creates an app identifier.
  2. After creating the app, register your app.
    1. Type the URL: https://<domain>.sharepoint.com/_layouts/15/AppInv.aspx where <domain> is the SharePoint domain.



    2. Type the Client Id, generated while creating an app, in the App Id and then click Lookup.
    3. The data in the Title, App Domain, and Redirect URL is populated automatically.

    4. Type the XML code giving permissions. For information on URI and rights, click here. The sample XML code is:

      Code Block
      <AppPermissionRequests AllowAppOnlyPolicy="true">
<AppPermissionRequest Scope="http://sharepoint/content/sitecollection" Right="FullControl" />
<AppPermissionRequest Scope="http://sharepoint/content/sitecollection/web" Right="FullControl" />
<AppPermissionRequest Scope="http://sharepoint/content/sitecollection/web/list" Right="FullControl" />
</AppPermissionRequests>
    5.  Click Create.
    6. Trust the app permission and then click Trust it.
  3. After registering an app, now create an account.

Click Image Added to add an account.

Image Added

Specify the following information for Microsoft SharePoint: 

 

Field Name

Description

Account Name

A short, descriptive name that helps you re-use this account in future

Domain NameSharePoint domain name you are using, for example, adeptiainc. Hence, the domain name will be http:/adeptiainc.sharepoint.com.
Client IDID generated while creating an app.
Client SecretSecret code generated while creating an app.
Realm ID

To know the Realm Id or Tenant Id, do either of the following:

1. Log in to Microsoft Azure as an administrator.
2. In the Microsoft Azure portal, click Azure Active Directory.
3. Under Manage, click Properties. The tenant ID is shown in the Directory ID box.
Or
1. Navigate to https://<domain>.sharepoint.com/_layouts/15/appprincipals.aspx where <domain> is the SharePoint domain.
2. Identify the row with your registered application and look at the App Identifier column.
3. The unique identifier after the @-sign in the App Identifier is the application realm Id.

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A Trigger specifies when a particular Transaction will Transaction will start executing. While configuring the Source application, you find a Trigger drop-down list. of a Template, you need to choose an event.

Following triggers are available for Microsoft SharePoint at Source.

All User Custom

Trigger Name

Description

All Folders in a Folder

Triggers and retrieves the metadata of all folders in a folder.
All Files in a FolderTriggers and process all files in a folder
All GroupsTriggers and retrieves all groups.
Get a Specific GroupTriggers and retrieves a specific group.
All Group UsersTriggers and retrieves all users of a group.
All ListsTriggers and retrieves all lists.
Get a Specific ListTriggers and retrieves a specific list.
All List ItemsTriggers and retrieves all list items from a list.All Role DefinitionsTriggers and retrieves all role definitions.
Get a Specific Role DefinitionTriggers and retrieves a specific role definition.

Actions

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Actions

An Action specifies how the data will be transferred at the destination location. While configuring the Destination (Target) application, you find an Action drop-down list. of a Template, you need to choose an action.  

Following actions are available for Microsoft SharePoint at Destination. 

Action Name

Description

Create List

Creates a new list.
Update ListUpdates an existing list.
Delete ListDeletes an existing list.

Create List Item

Creates a new list item.
Update List ItemUpdates an existing list item.
Delete List ItemDeletes an existing list item.
Create FolderCreates a new folder at the specified URL.
Delete FolderDeletes an existing folder from the specified URL.
Create FileCreates a new file and add it to a folder.
Update FileUpdates an existing file.
Delete FileDelete an existing file from a folder.
Check Out FileCheck out a file to start editing. While you edit, others cannot make changes to the file you are editing.
Check In FileCheck in a file to save the changes you have made.
Create Role DefinitionCreates a new role definition.
Update Role DefinitionUpdates an existing role definition.
Replace Role DefinitionReplaces an role definition
Delete Role DefinitionDeletes an existing role definition.
Create User Custom ActionCreates a new custom action.
Update User Custom ActionUpdates an existing custom action.
Delete User Custom ActionDeletes an existing custom action.