Why Is User Input Data on a SharePoint List Form Not Synchronized to AgilePoint?

Symptoms

The input data on a SharePoint List Form are not updated in AgilePoint NX. As a result, the process follows an incorrect path. The process instance data on the Data tab in Manage Center contains an incorrect value.

Cause

The AgileConnector that establishes communication between AgilePoint Server and SharePoint has an incorrect name.

Resolution

  1. On the AgilePoint Server machine, in Windows Explorer, right-click the file [AgilePoint Server installation folder]\WCFConfigurationUtility.exe, and click Run as Administrator.
  2. On the AgilePoint Configuration screen, click the Extensions tab.
  3. On the Extensions tab, select SPSIntegration.
  4. Make sure that the name of the AgileConnector is set to SPSIntegration.

    The name must be exactly how it appear here because it is case-sensitive.

Cause

The configuration of the SharePoint AgileConnector is not correct. In some non-Forms Based Authentication enabled client environments, the user incorrectly selects the Use Form Based Authentication option. As a result, this error shows in AgileConnector logs:

401: Unauthorized

Resolution

  1. On the AgilePoint Server machine, in Windows Explorer, right-click the file [AgilePoint Server installation folder]\WCFConfigurationUtility.exe, and click Run as Administrator.
  2. On the AgilePoint Configuration screen, click the Extensions tab.
  3. On the Extensions tab, select SPSIntegration.
  4. Click Configure.
  5. On the AgileConnector for SharePoint dialog box, complete the fields to specify the authentication for the non-Forms Based Authentication environment, and then click OK.
    Field Name Definition
    Use Forms Based Authentication

    Specifies the following:

    • Selected - The connection uses Forms-Based Authentication (SharePoint 2003, 2007) or Claims-Based Authentication (SharePoint 2010).
    • Deselected - The connection uses Windows authentication.

    You must deselect this option for the non-Forms Based Authentication environments.

    Use AgilePoint System User at Runtime
    Function:
    Specifies whether to use the AgilePoint system user account (usually the same as the AgilePoint Service Account) for the action when the process is running.
    Accepted Values:
    • Selected - Uses the AgilePoint system user account for the action at runtime.
    • Deselected - Uses the credentials specified on this window at runtime.
    Default Value:
    Deselected
    Accepts Process Data Variables:
    No