Logging on to SharePoint from a Process Template or AgileShape

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.

Procedure

  1. 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.



Fields

Field Name Definition

Windows Authentication

Definition:
Specifies if AgilePoint uses Windows Authentication to connect to SharePoint.
Claims Authentication
Definition:
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.
  • Office 365 - Activates Claims authentication to connect to SharePoint in an Office 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.
    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

Definition:
The authentication domain.

This does not apply to Form Based Authentication.

Username

Definition:
The user name for 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 supplies security tokens for federated authentication.
Allowed Values:
A valid federated authentication provider URI.
Default Value:
None
Custom Attributes:
No
Example:
https://fs.agilityclouds.com