Sharepoint
Contact your sales representative if you are interested in obtaining a license for the Sharepoint Module for your SmartIQ environment.
SharePoint is a popular enterprise content and document management platform developed by Microsoft Corporation, and provides a wide range of functions and capabilities including personal cloud, enterprise social networking, enterprise search, business intelligence, workflow management and web content management.
The Microsoft SharePoint Connector for SmartIQ has been developed to provide an integrated experience for customers looking for end to end document lifecycle management, leveraging the powerful e-forms and document creation of SmartIQ and the content management and publishing capabilities of SharePoint.
Relevant Links
Connector Set-up
Depending on the authentication method set in SharePoint Configuration Settings, this connector may use a service account to authenticate with the SharePoint server. This account may be any valid SharePoint user with appropriate permissions to perform the required tasks.
While not a requirement, it is recommended that this account be a dedicated account for this purpose.
A data connection is restricted to a single SharePoint site.
If you have multiple sites, for example,
https://my.sharepoint.com/internalandhttps://my.sharepoint.com/clients, you will need to create a separate set in SharePoint Configuration Settings and a new data connection for each site. Make sure to select the correct account for each.
Connection Attributes
| Attribute | |
|---|---|
| siteurl | the base connection URL to use |
| version | the Sharepoint version to expect/use |
| username, userid | service account username to connect with (prefer using the Credentials input instead of the Attributes) |
| password, pwd | service account password to connect with (prefer using the Credentials input instead of the Attributes) |
| domain | appears to be unused but would have been the AD authentication domain for the user. legacy from on-premise connections |
| app_id | OAuth app id to use for connection (may be required by Sharepoint depending on the tenancy) |
| app_secret | OAuth app secret to use for connection (may be required by Sharepoint depending on the tenancy) |
Data Objects
There are two data object types for retrieving information from SharePoint, a list or documents.
If a query contained in the data object filters are failing to get results, and you are filtering based on a number, try putting
t:as a prefix for the query to force string type searchWhen using CSOM, comparing a numeric value against a text value results in an error. For example, searching for list items with a name containing '1' does not work.
If you add a prefix of 't:' to the filter, SharePoint will treat any numeric value as text, and the filter will work.
Updated about 1 month ago