Microsoft SharePoint

SharePoint is Microsoft's document management and collaboration tool with a software-as-a-service strategy at its core. It keeps your work moving forward by providing quick access to your team sites, organization portals and resources, and the people you work with – across online in Office 365 and on-premises. You can see the site activities, get quick access to recent and popular files, and view and arrange lists on your team sites.

For more information, click here.

Field (Account) Information

While configuring the Source or Destination of a Template or Transaction, you need to create an account to configure your application with Adeptia Connect. While creating an account, you need to specify the location from where Adeptia Connect will access the data.

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

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.
  - Ensure that the OAuth grant type of the SharePoint app is set to Authorization Code as Adeptia supports only this OAuth grant type to connect to the app.
  - 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 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.
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:
```
<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.
After registering an app, now create an account.

Click to add an account.

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 Name	SharePoint domain name you are using, for example, adeptiainc. Hence, the domain name will be http:/adeptiainc.sharepoint.com.
Client ID	ID generated while creating an app.
Client Secret	Secret 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.

Triggers

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

Following triggers are available for Microsoft SharePoint at Source.

Trigger Name	Description
All Folders in a Folder	Triggers and retrieves the metadata of all folders in a folder.
All Files in a Folder	Triggers and process all files in a folder
All Groups	Triggers and retrieves all groups.
Get a Specific Group	Triggers and retrieves a specific group.
All Group Users	Triggers and retrieves all users of a group.
All Lists	Triggers and retrieves all lists.
Get a Specific List	Triggers and retrieves a specific list.
All List Items	Triggers and retrieves all list items from a list.

Actions

An Action specifies how the data will be transferred at the destination location. While configuring the Destination (Target) 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 List	Updates an existing list.
Delete List	Deletes an existing list.
Create List Item	Creates a new list item.
Update List Item	Updates an existing list item.
Delete List Item	Deletes an existing list item.
Create Folder	Creates a new folder at the specified URL.
Delete Folder	Deletes an existing folder from the specified URL.
Create File	Creates a new file and add it to a folder.
Update File	Updates an existing file.
Delete File	Delete an existing file from a folder.
Check Out File	Check out a file to start editing. While you edit, others cannot make changes to the file you are editing.
Check In File	Check in a file to save the changes you have made.