Create Intrexx Connector for SharePoint Server/Online

Requirements

You should have the following information to set up Intrexx Connector for SharePoint Server/Online:

Microsoft Azure

  • Directory ID (client); TenantID

  • Application ID (Client)

  • Secret client key (value!)

Microsoft SharePoint

  • Name of the SharePoint site

  • Name of the SharePoint list

  • Name of the SharePoint document library

  • Tenant Name

You will also need the following information:

  • Root URI( e.g.: https://login.microsoftonline.com)

To create a data group, you need the following information from SharePoint:

  • (Internal/technical) field names and data types of the fields you want to access.

Step-by-step guide

To create the Intrexx Connector for SharePoint Server/Online, proceed as follows:

  1. Start the "Integration" module.

  2. Under "Consume data", select the "Connector for Connector API" entry.

  3. Right click on it.

  4. Select "+ New data source".

    The "General" dialog box is displayed.

    General properties

    Name

    Enter the name of the connection here. The name may only contain the letters [a-zA-Z] and numbers [0-9], as well as underscore and hyphen.

    Id

    Displays the connector or connection ID. This is automatically composed of the connector template and the name of the connector, combined with an underscore.

    Description

    You can enter a description of the connector here.

    Connector template

    Select "mssharepoint" here.

    Timeout

    Enter the number of milliseconds, seconds, minutes or hours for the timeout here. Select the time unit from the drop-down list to the right of the field.

    Active

    The timeout settings are activated with this checkbox.

  5. Click on "Next".

    The "Data groups" dialog box appears.

    Data groups

    The data groups "SharepointFiles" and "SharepointList" have already been created. They serve as templates or examples. They contain information that you need when creating your own or additional data groups.

    At this point, you can dispense with creating a data group and do this after creating the Connector for SharePoint Server/Online.

    Detailed information on creating a data group can be found in section Create data group in Connector for SharePoint Server/Online.

  6. Click on "Next".

    The "Authentication" dialog box appears.

  7. Select the value "OAUTH2" for "Authentication type".

    The fields with the required information for "OAUTH2" are displayed.

    Authentication

    Authentication type

    Select "OAUTH2" here.

    Grant-Type

    Select "AUTHORIZATION_CODE " here.

    Authorization URI

    Enter the Authorization URI here.

    The Authorization URI is composed as follows:

    <https://login.microsoftonline.com>/[TenantID]/oauth2/v2.0/authorize

    Example

    https://login.microsoftonline.com/1234e7e16-b7ee-41a3-ffff-76d9716789/oauth2/v2.0/authorize

    Token URI

    Enter the token URI here.

    The token URI is composed as follows:

    <https://login.microsoftonline.com>/[TenantID]/oauth2/v2.0/token

    Example

    https://login.microsoftonline.com/12345-e16-b7ee-ffff-ak05-76d971-6789/oauth2/v2.0/token

    Redirect URI (redirect URI)

    Here, the redirect URI is automatically set by Intrexx.

    The redirect URI is composed as follows:

    <baseURL>/oauth2/token/<GUID of the Sharepoint Connector>

    Example:

    https://exampleportal.com/service/oauth2/token/123450DEA65FFFFB087EFC539FA010BBD8B6789

    Base URL The base URL can be found in the main menu under "Portal > Portal properties > Frontend web server ".

    GUID of Connector for SharePoint Server/Online If required, you can determine the GUID of Connector for SharePoint Server/Online yourself. You can find a detailed description of this in section Connector for SharePoint Server/Online determine GUID (optional).

    You must store the redirect URI (feedback URL) in Azure in the Intrexx portal app. You can find a description of this in the section Store redirect URI in Microsoft Azure.

    Client ID

    Static Enter the application ID from the IntrexxPortalApp that you have registered in Microsoft Azure here.

    Client secret

    Static Store the value (!) of the secret client key from the IntrexxPortalApp that you have registered in Microsoft Azure here.

    Scope

    Here you define the permissions with which Intrexx users or Intrexx service accounts should access SharePoint.

    Static You can enter a default value here. The Intrexx users or Intrexx service accounts then access SharePoint with the permissions that you have granted in Microsoft Azure.

    If you want to use the default value, you must enter the following:

    https://<TenantName>.sharepoint.com/.default

    Example

    https://examplecompany.sharepoint.com/.default

    You can also store the authorizations that you have granted in Microsoft Azure individually. The individual permissions must be separated by a space.

    For more information on the authorizations in connection with the Connector for SharePoint Server/Online, see section Set API permissions for Intrexx Connector for SharePoint Server/Online.

  8. Click on "Next".

    The "Service user" dialog box appears.

    Service user

    Service users offer the option of logging in to SharePoint without using a personal user. A service user is useful, for example, if an automated login to SharePoint is to take place when processes are executed. It is also possible to set up an external data group so that the login to SharePoint takes place via a service user.

    Detailed information on creating and using service users can be found in the following sections:

  9. Click on "Next".

    The "Expert settings" dialog box appears.

    Expert settings

    Here you will find the following information:

    Attribute Value
    connector.auth.type OAUTH2
    oauth2.accessTokenUri https://login.microsoftonline.com/12345e16-b7ee-41a3-ffff-76d971cc6789/oauth2/v2.0/token
    oauth2.authenticationScheme header
    oauth2.clientAuthenticationScheme client secret_basic
    oauth2.clientId 1234d5b1-9654-4275-ffff-34ec7ec06789
    oauth2.clientId.source STATIC
    oauth2.clientSecret 1234~xVQ40j8VZV_ffff_pH2uR.aHtt56789
    oauth2.clientSecret.source STATIC
    oauth2.grantType authorization_code
    oauth2.redirectUri https://exampleportal.com/service/oauth2/token/123435B47B25411A82E7ADA2D6C620FDDD56789
    oauth2.scope https://intrexx.sharepoint.com/.default
    oauth2.scope.source STATIC
    oauth2.userAuthorizationUri https://login.microsoftonline.com/12345e16-b7ee-ffff-ad05-76d971c6789/oauth2/v2.0/authorize
    serviceTimeout 0

    Once the connector has been completed, further attributes are displayed.

  10. Click on "Finish".

    The connector is displayed.

  11. Open the connector.

    Further Expert settings are displayed.

  12. Enter the corresponding value for the "serviceRootURI" attribute.

    Attribute Value
    serviceRootURI

    https://[TenantName].sharepoint.com

    The "serviceRootURI" attribute must contain the full URL of the SharePoint website.
    useSSL true

Your next steps

Create data group in Connector for SharePoint Server/Online (if not already done)

Store redirect URI in Microsoft Azure