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 Transaction, you find an Account option to configure your application with Adeptia Connect. Using Account configuration, you need to specify the location from where 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:
- Create an app in SharePoint
- Open the browser and type the URL: https://<domain>.sharepoint.com/_Layouts/15/AppRegNew.aspx where <domain> is the SharePoint domain.
Click Generate in the Client Id and Client Secret.
Copy the generated Client ID and Client Secret for future use.- Type the app name in the Title.
- 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.
- Type the callback URL in the Redirect URL in the format: https://<AdeptiaConnectURL>/rest/applications/microsoftsharepoint/account.
- Click Create.
This creates an app identifier.
- Open the browser and type the URL: https://<domain>.sharepoint.com/_Layouts/15/AppRegNew.aspx where <domain> is the SharePoint domain.
- After creating the app, register your app.
- Type the URL: https://<domain>.sharepoint.com/_layouts/15/AppInv.aspx where <domain> is the SharePoint domain.
- Type the Client Id, generated while creating an app, in the App Id and then click Lookup.
- The data in the Title, App Domain, and Redirect URL is populated automatically.
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>
- Click Create.
- Trust the app permission and then click Trust it.
- Type the URL: https://<domain>.sharepoint.com/_layouts/15/AppInv.aspx where <domain> is the SharePoint domain.
- After you add an app, now create an account.
Specify the following information for Microsoft SharePoint:
Field | 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 |
Triggers
A Trigger specifies when a particular Transaction will start executing. While configuring the Source application, you find a Trigger drop-down list.
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. |
All Role Definitions | Triggers and retrieves all role definitions. |
Get a Specific Role Definition | Triggers and retrieves a specific role definition. |
All User Custom Actions | Triggers and retrieves all user custom actions. |
Get a Specific User Custom Actions | Triggers and retrieves a specific user custom action. |
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.
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. |
Create Role Definition | Creates a new role definition. |
Update Role Definition | Updates an existing role definition. |
Replace Role Definition | Replaces an role definition |
Delete Role Definition | Deletes an existing role definition. |
Create User Custom Action | Creates a new custom action. |
Update User Custom Action | Updates an existing custom action. |
Delete User Custom Action | Deletes an existing custom action. |