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Version: 4

Creating an account for Microsoft SharePoint connector

In Adeptia Connect, you can create an account that contains the details for connecting to Microsoft SharePoint and exchanging data with it. Below are the steps for creating an account in the following scenarios:

While defining the Source or Destination in a Template/Transaction​

  1. At the Select Account step, click  .

  2. On the Create New Account screen, enter a name for the account, and then provide values for the fields described in the following table:
     

    Field
    		Description
    OAuth Flow Type
    		Select the OAuth2 Flow type that the OAuth provider supports to authorize the user.

    The available options are:

    • Authorization Code: Redirects the users to the application’s login page to authorize the application to access the resources. 
    • Client Credentials: No user redirection is involved; authentication occurs directly between the client and the authorization server. 
    Subdomain
    		Enter your SharePoint subdomain as found in your SharePoint URL. If your Sharepoint URL is "https://example.sharepoint.com", then the subdomain is example. 
    Realm ID

    Provide the Realm ID or Tenant ID linked to your SharePoint instance in this field.


    Realm Id or Tenant Id is the unique identifier assigned to your Azure Active Directory (Azure AD) tenant to identify the Azure AD directory associated with your SharePoint instance.


    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://<subdomain>.sharepoint.com/_layouts/15/appprincipals.aspx.
    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.

    Base URL

    Enter the SharePoint base URL. 

    Certificate Thumbprint 
    		The thumbprint of the certificate you registered for your application.
    Information
    • This field is available only when you select Client Credentials as the OAuth Flow Type. 
     To retrieve a certificate's thumbprint, do the following: 
    1. Go to the Azure Portal.
    2. Click on App registrations.


    3. Select your application.


    4. Click on Certificates & secrets.


    5. In the Certificate details, you should see the thumbprint or fingerprint of the certificate used by your application.


    Private Key
    		Enter the corresponding private key of the certificate you registered as credentials for your application.
    Information
    • This field is available only when you select Client Credentials as the OAuth Flow Type. 

    Select OAuth Client 
    		The OAuth Client you may have created in Adeptia Connect.
    Warning
    • In this field, you can select the OAuth Client you may have created for the Microsoft SharePoint app connector you are using in the Template/Transaction.
    • For the OAuth Client to work, you must enter the Redirect URI (Callback URL) in the following format while registering Adeptia Connect with the app:  https://<domainName>/rest/connectors/oauth/account.

    To know more about how you can create an OAuth Client, refer to this section.


  3. Expand Advanced properties, and then provide values for the fields described in the following table:
     

    Field
    		Description
    Provide Date Format
    The date format for your data.
    The supported date format is yyyy-MM-dd'T'HH:mm:ss'Z'. 

    Provide Time Zone
    		Select a time zone. 
    Select Project
    		Select a Project.

  4. Click Continue.
    If you have selected Authorization Code Grant as the OAuth flow type, you will be redirected to the Microsoft SharePoint login page. 

While defining the Application Trigger for a Process Flow​

You can create an account for Microsoft SharePoint connector from within an Application Trigger (having Microsoft SharePoint as the Source).

For more details on how to create an Application Trigger, refer to this page. 

Follow the steps given below to create an account.

  1. At the Provide account information step on the Create Application Trigger screen, click .
  2. Follow the steps given here (step 2 through 4).

While defining the Application Action for a Process Flow​

An Application Action enables you to use an App Connector as a Source, or Destination, or both in a Process Flow. An Application Action is an activity wherein you can select Microsoft SharePoint connector and define what data you want to fetch from or send to Microsoft SharePoint. 

While defining the Application Action, you can create an account that you can use for exchanging data with Microsoft SharePoint.

Follow the steps given below to create an account.

  1. At the Provide account information step on the Create Application Action screen, click .
  2. Follow the steps given here (step 2 through 4).