For process templates and AgileShapes that uses data from SharePoint,
the first time you access SharePoint during your AgilePoint Envision user
session, you must link it to a SharePoint list.
Instructions
- On the Connect to SharePoint dialog box,
complete the fields
to
specify the user account
you want to use to connect to SharePoint, and then
click OK.
These credentials will be
saved and used each time you open the process model.

Field Definitions
Field Name |
Definition |
Windows Authentication
|
- Definition:
- Specifies whether,
and what type, of Windows Authentication is used to
connect to SharePoint.
|
Claims Authentication |
- Definition:
- Specifies whether to use Claims authentication, and what
type of Claims authentication, to use to connect
to SharePoint.
- Allowed Values:
- If this option is selected, the following types of Claims
Authentication are available:
- Form Based Authentication - Activates Forms based authentication
using 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. This option can be used side-by-side
with
on-premises SharePoint.
- Federated Authentication - Activates Federated
authentication to connect to SharePoint -- for example, ADFS.
- Default Value:
- Deselected
|
Domain
|
- Definition:
- The authentication domain.
This does not apply to Forms-Based Authentication.
|
Username
|
- Definition:
- The user ID of the SharePoint authentication account.
- Allowed Values:
- A valid user name.
- Default Value:
- None
- Custom Attributes:
- No
|
Password
|
- Definition:
- The password for the authentication account.
- Allowed Values:
- A valid password.
- Default Value:
- None
- Custom Attributes:
- Yes
|
Fed Auth Url
|
- Definition:
- The URI of the federated authentication provider. This
provider issues security tokens for federated authentication.
- Allowed Values:
- A valid federated authentication provider URI.
- Default Value:
- None
- Custom Attributes:
- No
- Example:
- https://fs.agilityclouds.com
|