Set the AgilePoint Configuration List

The AgilePoint Configuration List feature creates a new SharePoint list called AgilePoint Configuration List when this feature is activated. By default, this list is populated with sample data, it is required to modify the items before using the integration.

Prerequisites

Navigation

  1. Open an AgilePoint-enabled SharePoint site collection.
  2. Navigate to the list of SharePoint lists within the site (for example, Site Actions > View All Site Content).
  3. In the list of SharePoint lists, click AgilePoint Configuration.

Instructions

Modify the following items in the list as appropriate to your environment.

Application Title Value Evaluation Versions

AgilePoint

ServerUrl

The URL of AgilePoint Server

For on-premises AgilePoint evaluation, enter http://localhost:1916/AgilePointServer

AgilePoint

ImpersonatorDomain

The domain name for the SharePoint impersonator account. This account must have administrator access to AgilePoint Server. If you are using AgilePoint BPMS for Azure and you used automatic installation, you can leave the default value.

AgilePoint

ImpersonatorUser

The user name for the SharePoint impersonator account. If you are using AgilePoint BPMS for Azure and you used automatic installation, you can leave the default value.

AgilePoint

ImpersonatorPass

The password for the SharePoint impersonator account. (Optionally, you can check the Encrypted check box in order to encrypt the value of this setting.) If you are using AgilePoint BPMS for Azure and you used automatic installation, you can leave the default value.

AgilePoint

Log

Location of the log files (e.g. C:\NewSPLog). You can give the FTP location also (e.g. ftp://myserver/AgilePontSharePoint/Log). The Impersonator user should have write permission on FTP server.

AgilePoint

LogSwitch

You can provide switches for logging. The following are the available switches.

  • All 
  • Info
  • Debug
  • Error
  • None

You can give multiple switches separating by a comma(,) ( e.g. Debug, error, Info).

The Default value is: All.

AgilePoint

HostingMechanism

Enter the type of AgilePoint installation you are using:

  • IIS – A standard, web-based installation.
  • WCF –  A Windows service installation.
For on-premises AgilePoint evaluation,

leave as IIS.

AgilePoint

AdminBindingUsed

Enter the type of binding that is used for Windows Service.

This setting applies only if AgilePoint Server is running as a Windows Service. If  AgilePoint Server is running in IIS mode, this setting is ignored.

  • WS HTTP - WSHttpBinding_IWCFAdminService
  • Basic HTTP (Windows Service Only) - BasicHttpBinding_IWCFAdminService
  • TCP (Windows Service Only) -  NetTcpBinding_IWCFAdminService

For on-premises AgilePoint evaluation, this is not applicable.

AgilePoint

WorkflowBindingUsed

Enter the type of binding that is used for Windows Service.

This setting applies only if AgilePoint Server is running as a Windows Service. If  AgilePoint Server is running in IIS mode, this setting is ignored.

  • WS HTTP - WSHttpBinding_IWCFWorkflowService
  • Basic HTTP (Windows Service Only) - BasicHttpBinding_IWCFWorkflowService
  • TCP (Windows Service Only) -  NetTcpBinding_IWCFWorkflowService

For on-premises AgilePoint evaluation, this is not applicable.

AgilePoint

CheckFileUpload

This setting helps to deal with a SharePoint issue: If a SharePoint document library is set up to automatically start an AgilePoint process when a document is uploaded, it is possible to receive an error similar to the following: "The file xxx has been modified by SHAREPOINT\system on xxx." This error is caused by a race condition where the process attempts to start before the document upload is complete.

This setting determines whether SharePoint waits to confirm that SharePoint metadata has been added to the file before starting the process.

  • True - (Default) SharePoint waits to confirm the metadata before starting the process.
  • False - SharePoint does not wait to confirm the metadata before starting the process.

AgilePoint

ExcludeLibraryFromFileUploadCheck

Enables you to specify exceptions to CheckFileUpload=True. In other words, it enables you to effectively set CheckFileUpload=False only on a specified list of document libraries.

Enter a semicolon (;) delimited list of URLs for the documentation libraries that you do not want to wait to confirm metadata before starting the process.

AgilePoint TakeAssignment

This setting enables a participant in an InfoPath process to complete a task from an email without taking assignment first. The participant simply clicks the email link to complete the task, even though the task is assigned to an AgilePoint group. This has the same effect as the Take Assignment and Complete action in the Task List Web Part.

  • True - An InfoPath process participant can complete the task from an email without taking assignment.
  • False - (Default) An InfoPath process participant must take assignment for a task before he can complete it.
AgilePoint ShowActivityNameInTaskList

Instead of displaying the default work item names for a task in the Task List drop-down, Status Page, Process Viewer, you can display the activity names.

  • True - Displays the activity name.
  • False - (Default) Displays the work item name.
AgilePoint CheckConcurrentAccess

In AgilePoint SharePoint Integration v2, if more than one person opens the same InfoPath form at the same time, SharePoint allows the first participant who submits the form to submit his or her changes. However, the second submitter receives the following error message:

Your changes conflict with those made concurrently by another user. Your form would be reloaded. If you want your changes to be applied, resubmit your changes after filling the form.

  • True - (Default) Checks for concurrency.
  • False - Does not check for concurrency.
AgilePointASPAssociation [Your web application name]

[Your web application URL]

For more information, see Showing External AgilePoint Web Application Tasks

AgilePoint EnableXRM

Specifies whether AgileXRM features are enabled for the site collection.

This setting is available for AgilePoint Universal Edition only.

  • False - (Default) AgileXRM features are not enabled for the site collection.
  • True - AgileXRM features are enabled for the site collection.
For on-premises AgilePoint evaluation,

not applicable.

AgilePoint

OpenTasksInFullScreen

Definition:
Specifies whether SharePoint List Form and InfoPath tasks that are opened from the Task List Web Part in a new window are opened in full screen mode, or in a smaller window.

If OpenTasksInFullScreen is set to False, this setting has no effect.

Allowed Values:
  • True - Tasks open in full screen mode.
  • False - Tasks open in a smaller window.
Default Value:
True
For on-premises AgilePoint evaluation,

not applicable.

AgilePoint

OpenTasksInNewWindow

Definition:
Specifies whether SharePoint List Form and InfoPath tasks that are opened from the Task List Web Part are opened in a new window.

By default, these tasks open in full screen mode.

Allowed Values:
  • True - Tasks open in a new window.
  • False - Tasks open in the same window.
Default Value:
True
For on-premises AgilePoint evaluation,

not applicable.

AgilePoint

OverwriteCheckInForDocLib

When a process is initiated from a file that is checked in to a SharePoint document library with version control enabled, the file must be associated with an AgilePoint process instance ID. The application pool identity account must modify the file to add this ID. Therefore, the AgilePoint application pool identity account displays as the user who checked in the file. However, it may still be desirable to have a record of the human user who initially checked in the file. This configuration list item provides the ability to enable this functionality.

  • True – (Default) When a file is initially checked in to initiate a process, the Modified by user is displayed as the application pool identity account only. The human user who checked in the file is not displayed in the version history.
  • False – When a file is checked in to initiate a process, the human user who checked in the file is recorded in the version history. Then the application pool identity account checks in the file again and does not overwrite the human user's name.
For on-premises AgilePoint evaluation,

not applicable.

AgilePoint

FilteredProcess

Definition:
Limits the process models displayed on the WFAssociation page (where you associate a process with a workflow), so that only the specified process models appear.
Allowed Values:
A semicolon-delimited list of process model names.
Default Value:
None
Example:

MyProcess1;MyProcess2