Configure SharePoint Connectivity for the Email Approval AgileConnector

To configure the Email Approval AgileConnector so it can change values in SharePoint ListForm or InfoPath processes, do the procedure in this topic.

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.

    Configuration Utility Run As Administrator Screen
  2. On the AgilePoint Server Manager screen, in the left pane, select your AgilePoint Server instance.

    Select AgilePoint Server Intance
  3. Click Open Server Configuration Open Server Configuration icon.

    Click Open Server Configuration
  4. On the AgilePoint Server Configuration screen, click the Integrations tab.

    Click Integrations Tab
  5. On the Integrations tab, select MailApproval.
  6. Click Configure.
  7. On the Configure Email Approval screen, click the Connect to SharePoint tab.

Procedure

  1. On the Connect to SharePoint tab, complete these fields as necessary as necessary for your environment .
Field NameDefinition

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.
  • Microsoft 365 - Activates Claims authentication to connect to SharePoint in an Microsoft 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

The user ID of the SharePoint authentication account.

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