Access Token for SharePoint

Token Name

Function:

Specifies the unique name for your connection to SharePoint.

Accepted Values:

A text string that can have letters, numbers, and spaces

Default Value:

None

Example:

Refer to:

• (Example) Create a SharePoint Access Token

Description

Function:

A description for your access token.

Accepted Values:

More than one line of text.

Default Value:

None

Example:

Refer to:

• (Example) Use Anonymous Authentication in a Form-Based App
• (Example) Use Anonymous Authentication in a Process-Based App

Site Collection URL

Function:

Specifies the URL of the SharePoint site collection.

Accepted Values:

A valid SharePoint URL.

Default Value:

None

Example:

Refer to:

• (Example) Create a SharePoint Access Token

Windows Authentication

Function:

Specifies if AgilePoint uses Windows Authentication to connect to SharePoint.

Accepted Values:

• System Admin Account - When a process runs, it uses the AgilePoint System Account to connect to SharePoint. This does not apply when you are building a process.

  The System Admin Account option is not supported for data population. If you want to use data population with the access token, select Custom User.

• Custom User - Windows Authentication uses authentication credentials specified on this screen to connect to SharePoint.

Default Value:

Custom User

Claim Authentication

Function:

Specifies Claims authentication options for SharePoint.

Accepted Values:

If this setting is selected, these types of Claims Authentication are available:

• Form Based Authentication - Activates Forms based authentication where a custom membership provider to connect to an on-premises SharePoint environment.
• FBA (Windows Credentials) - Activates Windows authentication where the forms based authentication is enabled on the SharePoint web application.
• Office 365 - Activates Claims authentication to connect to SharePoint in an Office 365 environment. You can use this setting side-by-side with on-premises SharePoint.
• Federated Authentication - Activates Federated authentication to connect to SharePoint — for example, ADFS.
  Note: Out of the box, AgilePoint supports ADFS authentication. If you want to use your own authentication provider, see Federated Authentication Example.

Default Value:

Form Based Authentication

Example:

Refer to:

• (Example) Create a SharePoint Access Token

OAuth2 Authentication

Function:

Specifies server-to-server authentication to connect to SharePoint.

Accepted Values:

If this setting is selected, these types of OAuth 2.0 authentication are available:

• Office 365 - Activates OAuth 2.0 authentication to connect to SharePoint in an Office 365 environment.
• On Premises - Activates OAuth 2.0 authentication to connect to SharePoint in an On Premises environment.

Default Value:

Office 365

Limitations:

OAuth 2.0 authentication is not supported for these SharePoint activities:

• Copy Files
• Copy List Item
• Move Files
• Move List Item
• New Site Collection
• Set User Profile
• Subprocess With InfoPath

Fed Auth URL

Function:

Specifies the URL of the federated authentication provider. This provider supplies security tokens for federated authentication.

To Open this Field:

1. Click Federated Authentication.

Accepted Values:

A valid federated authentication provider URL

Default Value:

None

Example:

https://fs.agilityclouds.com

Domain

Function:

The authentication domain.

This does not apply to Form Based Authentication.

Accepted Values:

A valid domain.

Default Value:

None

User Name

Function:

Specifies the user name for SharePoint authentication.

Accepted Values:

A valid user name.

Default Value:

None

Accepts Process Data Variables:

No

Example:

Refer to:

• (Example) Create a SharePoint Access Token

Password

Function:

The password for the authentication account.

Accepted Values:

An alphanumeric string that represents a password.

Default Value:

None

Accepts Process Data Variables:

No

Example:

Refer to:

• (Example) Create a SharePoint Access Token

Client ID

Function:

Specifies the client ID of the app you created or added in SharePoint.

To Open this Field:

1. Click OAuth2 Authentication.

Accepted Values:

A string with letters and numbers.

Default Value:

None

Client Secret ID

Function:

Specifies your client secret ID of the app you made or added in SharePoint.

To Open this Field:

1. Click Office 365.

Accepted Values:

A string with letters and numbers.

Default Value:

None

Client Signing Certificate Path

Function:

Specifies the local path to the SSL certificate configured in SharePoint.

To Open this Field:

1. Click On Premises.

Accepted Values:

A valid client signing certificate path

Default Value:

None

Client Signing Certificate Password

Function:

Specifies the password to the SSL certificate configured in SharePoint.

To Open this Field:

1. Click On Premises.

Accepted Values:

A valid client signing certificate password

Default Value:

None

Issuer ID

Function:

Specifies the ID of the issuer of the SSL certificate.

To Open this Field:

1. Click On Premises.

Accepted Values:

A valid Issuer ID.

Default Value:

None

Test Connection

Function:

Makes sure the specified SharePoint account is correct.

Encrypt

Function:

Stores the access token in the AgilePoint database as encrypted data.

Note: AgilePoint recommends you to store this access token in the database in encrypted format.

Accepted Values:

• Deselected - The access token is in plain text in the database.
• Selected - The access token is encrypted in the database.

Default Value:

Selected

Limitations:

• This field was removed from the UI in AgilePoint NX OnPremises and PrivateCloud v7.0 Software Update 2. Access token credentials are encrypted by default. If you want to store credentials in unencrypted format, contact AgilePoint Customer Support.