General tab
Use this tab to set general connection parameters to log in to SharePoint Server.
|
Option |
Description |
|---|---|
| Activate |
Use this combo box to activate the component according to a condition. See more information about conditions in Conditional fields under Appendices. If the activation is OFF, the component won't perform any actions during files processing. This combo box is present only in the eConnector component. |
| Server and Site collection |
Enter the URL of site collection on the SharePoint server. The URL should represent a string of the following format: prefix://server_address:port/site_collection Where:
The following examples present some useful references of how to specify Server and Site collection:
|
| SharePoint connection method |
Select the connection method which will be used for accessing the server.
|
| Credentials type |
Select the authentication type for connecting to the server in this combo box. The component supports two possible authentication types:
|
| Cookie provider | This field is currently inactive. |
| User name | Enter the user name which will be used to log in to the server in one of the
following forms:
This field is not enabled for the Office 365/SharePoint Online connection method. |
| Local user account |
In this text box, specify a domain user account that will be used by the workflow. The accepted format is UPN (User Principal Name) – testuser@test.domain.corp Make sure that the account specified in this text box has completed the
authorization and consent process through Token Vault. Otherwise, the
component will fail to process files through this account.
You may use RRTs in this text box. When you use an RRT, make sure that it is replaced with a domain user account in UPN format; otherwise, the component will fail to process files and they will be rejected. This field is enabled for the Office 365/SharePoint Online connection method only. |
| Obtain password via RRT |
Select this checkbox to use an RRT as a password. Enter the RRT into the Password RRT text box. This field is not enabled for the Office 365/SharePoint Online connection method. |
| Password |
Enter the user password that will be used to log in to the server. This password will be saved in the encrypted form. This field is not enabled for the Office 365/SharePoint Online connection method. In case of other methods, this text box is disabled if the Obtain password via RRT checkbox is selected. |
| Password RRT |
Enter the RRT that will be used as a password. In this case the password is not encrypted. This field is not enabled for the Office 365/SharePoint Online connection method. In case of other methods, this text box is enabled only if the Obtain password via RRT checkbox is selected. This field supports and returns values for encrypted by restricted RRTs. For more information, see Encrypted Field RRTs. |
| Impersonate |
This field is not enabled for the Office 365/SharePoint Online connection method. In case of other methods, select this option to change the author of the sent document or list item on the server. If this checkbox is not selected, the author will be the user specified in the User name text box.
If you use the Impersonate option, the user specified in the User name text box should be a site collection administrator of the SharePoint site where you want to store documents or list items. The impersonator should have the 'Write' permissions for the selected directory. If you use the Impersonate option, both the User name and the impersonator name should be entered in one of the following forms: Domain\User or User@domain.com. The impersonation is applied at the configuration stage and at run time. At the configuration stage, getting lists of data from the SharePoint server is performed using the impersonator account permissions. As an exception, the list of sites is displayed using the permissions of the user specified in the User name text box. At run time the impersonator permissions are used for saving documents and list items. |
| Token Vault URL |
Enter the fully qualified Token Vault URL with port number. |
| Provider ID |
Enter the ID of that Authorization Provider, which was set up in Token Vault to work with this AutoStore component. |
| Site |
Enter the name of the SharePoint site where you want to store the documents or list items. You can click the browse button (...) to open the Select Site dialog box in which you can select a site from the displayed site tree. You can specify a subsite of the site entering its name after the parent site name followed by the slash character '/'; for example, SubSite1/SubSite1_1. If a site is not specified, the component will store documents or list items in the base SharePoint directory. |
| Server log file | This field is currently inactive. |
| Web protocol timeout (seconds) |
Specify the timeout in seconds for uploading documents or list items to the SharePoint Server. While uploading, the component waits for this time, and when the timeout expires, the component aborts uploading and rejects the job. That may happen, for example, because of uploading problems or of a very big size of files being uploaded. It is recommended to increase timeout value when sending big documents or when sending documents into the document library which already contains a large number of documents. |
| Pass through |
Select this checkbox to make the documents available to the rest of the components in your process. This checkbox is present only in the process component configuration window. |