Configure Email Approval Screen - Connect to SharePoint Tab

Configures the Email Approval AgileConnector to change values in SharePoint ListForm or InfoPath processes.

Figure: Configure E-mail Approval > Connect to SharePoint tab
Connect to SharePoint tab

Prerequisites

How to Start

  1. On the AgilePoint Server machine, in Windows Explorer, right-click the file (AgilePoint Server installation folder) C:\Program Files\AgilePoint\AgilePoint Server \WCFConfigurationUtility.exe, and click Run as Administrator.
  2. On the AgilePoint Server Manager screen, in the left pane, select your AgilePoint Server instance.
  3. Click Open Server Configuration Open Server Configuration icon.
  4. On the AgilePoint Configuration screen, click the Extensions tab.
  5. On the Extensions tab, select MailApproval.
  6. Click Configure.
  7. On the Configure Email Approval screen, click the Connect to SharePoint tab.

Fields

Field Name Definition

Windows Authentication

Function:
Specifies if AgilePoint uses Windows Authentication to connect to SharePoint.
Claims 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.
  • 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:
Deselected

Domain

Function:
The authentication domain.

This does not apply to Form Based Authentication.

Username

Function:
The user name for the SharePoint authentication account.
Accepted Values:
A valid user name.
Default Value:
None
Accepts Process Data Variables:
No

Password

Function:
The password for the authentication account.
Accepted Values:
An alphanumeric string that represents a password.
Default Value:
None
Accepts Process Data Variables:
Yes

Fed Auth Url

Function:
The URI of the federated authentication provider. This provider supplies security tokens for federated authentication.
Accepted Values:
A valid federated authentication provider URI.
Default Value:
None
Accepts Process Data Variables:
No
Example:
https://fs.agilityclouds.com