Create an External Data Group in an Intrexx Application

Below is a description of how to create an external data group that references the Intrexx Connector for SharePoint Server/Online.

Step-by-Step

To create an external data group in an Intrexx application, follow these steps:

  1. Start the application in which you want to create the external data group.

  2. Select the application and right-click.

  3. From the context menu, select "External Data Group."

    The "Properties - External Data Group" dialog box, "General" tab, appears.

    Title

    Enter the title of the external data group here.

    Database Connection

    Select "mssharepoint_<Connector Name>intrexxsharepointconnector" here (for example, "mssharepoint_intrexxsharepointconnector").

    Data Handler

    Select "Connector API - Data Handler" here.

    Table / View

    1. Click the " " icon.

      The "Find Tables/Views" dialog box appears.

    2. Click Search.

      The data groups created in the Intrexx " Connector for SharePoint Server/Online " are displayed.

    3. Select the desired table or data group.

    4. Click "OK."

  4. Switch to the "Data Fields" tab.

  5. Click the " " icon.

    The "Select Data Field" dialog box appears.

  6. Select the data fields you want to add to the external data group.

    "file" data type

    You need the "file" data type to access file attachments or to upload and download them via your Intrexx portal.

    The "file" data type requires its own configuration.

    For detailed information on this topic, see the section " Set Up a File Field in an External Data Group."

  7. Click "OK."

    You will be taken back to the "Data Fields" tab.

    The data fields are displayed.

  8. Switch to the "Expert" tab.

    The following keys and values are displayed:

    Attribute Value
    connector.dataGroup.adapter.class de.uplanet.lucy.server.odata.consumer.sharepoint.SharePointDataGroupAdapter
    sharepoint.list.name [ListName]
    sharepoint.list.type
    List (For SharePoint lists)
    Library (For SharePoint document libraries)
    sharepoint.service.uri https://[TenantName].sharepoint.com
    sharepoint.site.name

    [SiteName]

    SharePoint Online

    Enter the name of the "site" here (sites/mysite).

    SharePoint On-Premises

    Enter the name of the "site" and the "site collection path" (websites/mysite) here.

    In the next steps, you must replace the placeholders [ListName], [TenantName], and [SiteName] shown in square brackets with the corresponding values from SharePoint.

  9. Click Settings.

  10. Select the "sharepoint.list.name" key.

  11. Click the " " icon.

    The "Edit Settings" dialog box appears.

  12. In the "Value" drop-down list, enter the name of the SharePoint list (e.g., IntrexxSharepointList).

  13. Click "OK."

    You will return to the "External Data Group Properties dialogg box.

  14. Enter the values for the other keys in the same way:

    Value Example
    sharepoint.list.type
    List (For SharePoint lists)
    Library (For SharePoint document libraries)
    sharepoint.service.uri https://examplecompany.sharepoint.com
    sharepoint.site.name Intrexx SharePoint Site

  15. Click "OK."

More Information

For more information on external data groups in Intrexx, see the following section, "External Data External Data Group."

Next Steps

Set Up a File Field in an External Data Group

Display Data You can now display the data fields added to the external data group, for example, in a view table in your portal.

Entering Data You can enter data in SharePoint by creating input fields that are linked to the data fields in the external data group.

You can find detailed information on this topic in the following sections, among others: