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

AgilePoint NX OnPremises or AgilePoint NX PrivateCloud.
If you use Forms Based Authentication, refer to this information from Microsoft to configure your SharePoint environment: https://msdn.microsoft.com/en-us/library/bb975136%28v=office.12%29

How to Start

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.
On the AgilePoint Server Manager screen, in the left pane, select your AgilePoint Server instance.
Click Open Server Configuration .
On the AgilePoint Server Configuration screen, click the Integrations tab.
On the Integrations tab, select MailApproval.
Click Configure.
On the Configure Email Approval screen, click the Connect to SharePoint tab.

Procedure

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

Field Name	Definition
Windows Authentication	Description: Specifies if AgilePoint uses Windows Authentication to connect to SharePoint.
Claims Authentication	Description: Specifies Claims authentication options for SharePoint. Allowed 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	Description: The authentication domain. This does not apply to Form Based Authentication.
Username	The user ID of the SharePoint authentication account.
Password	Description: The password for the authentication account. Allowed Values: An alphanumeric string that represents a password. Default Value: None Accepts Variables: Yes
Fed Auth Url	Description: The URI of the federated authentication provider. This provider supplies security tokens for federated authentication. Allowed Values: A valid federated authentication provider URI. Default Value: None Accepts Variables: No Example: https://fs.agilityclouds.com