To access SharePoint using Intrexx, you must perform certain tasks in Microsoft Azure, Microsoft SharePoint, and Intrexx.
Microsoft Azure In Microsoft Azure, you must register your Intrexx portal as an application or app.
Microsoft SharePoint: From Microsoft SharePoint, you'll need the name of the page and the list or document library you want to access.
Intrexx: In Intrexx, you must create a data source under "Connector for Connector API." The "SharePoint Template" is available there. Once you have selected this option, you will be guided through the necessary steps to set up the Intrexx connector for SharePoint Server/Online.
The Intrexx Connector for SharePoint Server/Online uses the SharePoint or Azure REST API. Authorization is handled via OAuth2.
SharePoint You can access lists and document libraries in SharePoint via the Intrexx Connector for SharePoint Server/Online. Files (attachments) play a special role in this context. SharePoint lists can have files attached to them. SharePoint document libraries always contain files. They play a central role there.
The Intrexx global settings that you must configure in the Intrexx Connector for SharePoint Server/Online concern the authorization settings via OAuth2. To do this, you must transfer the client ID, directory ID, and the value of the client secret from Azure to Intrexx. Another key step is creating a data group in Intrexx Connector for SharePoint Server/Online. To do this, you must enter the technical names of the corresponding fields in SharePoint that you want to access in the data group.
In addition, you must add a file field to SharePoint lists if the list in question contains file attachments. If you want to access a SharePoint document library, you must always add a file field.
To be able to access SharePoint data from Intrexx and write data to SharePoint, you can create a third-party data group in your Intrexx application. (You can also access SharePoint through processes and a service user.)
The following diagram provides an overview of the key steps for setting up the Intrexx SharePoint Connector. The individual steps are described in detail in the following sections.
