SharePoint

Overview

The SharePoint connector allows connecting to an on-premises or cloud version of SharePoint and returns metadata as well as custom Lists' data from a selected or specified Site or subsite.

Pre-requisites

• Data Hub v10.1 or later
• SharePoint versions that supports the SOAP API

Versioning and terminology

The connector supports all versions of Microsoft SharePoint that support the SOAP API. This includes:

• Windows SharePoint Services 3.0
• SharePoint Server 2007+ (2010, 2013, etc.)
• Office 365 SharePoint Online

Connect to the data source

Server Types

Connecting to Cloud and On premises SharePoint servers are supported.

Local

Windows Authentication is required for an on-premise connection.

Cloud

The URL can be provided in two formats:

• The base server URL e.g. https://company.sharepoint.com (Enable Search All Sites Setting)
• A specific site can be added e.g. https://company.sharepoint.com/Sales (Disable Search All Sites setting)

Advanced Settings

1. Search All Sites: When this setting is enabled, it will search the entire SharePoint server for Sites this user has access to. If a specific site needs to be searched / returned, add the site name to the SharePoint URL in the URL field when connecting, and UNCHECK this setting

Connecting to the data source

Select source

In the Select Source step:

1. Under the Apps (API) section, select SharePoint.
2. From the source type pop-up, click Connectt on the SharePoint entry tagged Data Source.

Connect

1. URL: The SharePoint site URL can have various formats based on the specified Server Type.

   note

   • To search all sites that a user has access to make sure that Search all sites is checked in Advanced Settings
   • To connect to a specific site, add the site name to the Server URL and uncheck Search all Sites

2. Choose the relevant server type before you click Sign-in.

3. For CLOUD: Click Sign In. Specify your credentials in the OAuth popup prompt. Once credentials have been verified, Test Connection will become available in Data Hub.

   

4. For LOCAL: Specify the username and password for your local On-premises SharePoint server. Windows Authentication is required for On-premises connections.

5. Click Test Connection

6. Once Test Connection succeeded, all Sites this user has access to will be displayed.

   note

   If a user hasn't been given access to any sites, they will see a blank list in the sites dropdown