Configuring AgileForms Back Office Integration

Note: This component is necessary to perform SharePoint lookups from AgileForms. However, this functionality and the installation of this component are optional. Please note that this component deploys a globally available web service on the SharePoit machine. This web service is deployed using a standard SharePoint solution under the layouts folder. If you do not install this component, you can still perform SharePoint lookups for AgileForms using a custom web service.

Executable Configuration

If you want to configure Back Office Integration using the executable configuration tool:

Open the file [AgileForms Integration for SharePoint installation folder]\AgilePoint.AgileForms.BackOfficeConnector.exe.

Manual Configuration

If you want to install AgileForms Back Office Integration manually:

  1. Add the following .wsp SharePoint Solution files to your SharePoint Web Application(s) using the stsadm tool via command line as follows:

    (You can find the stsadm.exe at location [SharePoint server extensions folder]\BIN).

    stsadm -o addsolution -filename
         FirmstepSharepointConnector.wsp
  2. To deploy the SharePoint Solutions, open SharePoint Central Administration and go to the Operations tab. Click Solution management under the Global Configuration section. Deploy FirmstepSharepointConnector.wsp to your SharePoint Web Application(s).

Configure Anonymous Authentication

If you want to perform SharePoint lookups from AgileForms, you must do the following:

  1. In IIS, navigate to your SharePoint web application.
  2. Within the SharePoint web application, open the folder _layouts > FirmStepSharepointConnector.
  3. Set Anonymous Authentication to Enabled.