To integrate on-premises SharePoint with AgilePoint NX in a public cloud environment, do the procedure in this topic.
Prerequisites
- AgilePoint Dashboard is installed For more information, refer to Add the AgilePoint App to a SharePoint Site.
- These procedures are for SharePoint installed in an on-premises environment. For SharePoint for Office 365, refer to Set the AgilePoint Configuration List for Office 365 Integration.
- SharePoint Integration installed in an on-premises environment.
- AgilePoint NX OnDemand, running in a public cloud enviornment.
Good to Know
- You must change the values in the list items before you can use SharePoint Integration.
- For all AgilePoint Configuration List settings, the following values apply:
- Application - This value must be AgilePoint.
- Encrypted - If you select this option, data will be encrypted to and from SharePoint when applicable. This setting is important for configuration list items related to URLs and authentication.
How to Start
- Open a SharePoint site collection where the AgilePoint App Part or Web Part is installed.
- Click Settings
> Site Contents. - Click AgilePoint Configuration.
Procedure
- For HostingType, enter OnDemand.
- For HostingMechanism, enter WCF.
- Set your AgilePoint tenant information.
Title AP Setting Value ServerInstanceUrl - Function:
- Specifies the REST URL for your virtual AgilePoint server.
For more information, refer to Find Your Service URLs for AgilePoint NX.
- Accepted Values:
- A valid REST URL in the following format:
http://[virtual AgilePoint Server instance host name]:[REST port]/AgilePointServer
- Default Value:
- None
- Example:
- http://sunres.com:1451/AgilePointServer
PortalInstanceUrl - Function:
- Specifies the URL for the AgilePoint NX service in the following format:
http://[AgilePoint NX portal host name]
For more information, refer to Find Your Service URLs for AgilePoint NX.
- Accepted Values:
- A valid AgilePoint NX service URL.
- Default Value:
- None
- Example:
- http://sunresportal.com
TenantName - Function:
- Specifies the name of your AgilePoint NX tenant.
For more information, refer to Find Your Service URLs for AgilePoint NX.
- Accepted Values:
- A valid AgilePoint NX tenant name.
- Default Value:
- None
- Configure how you want to connect from SharePoint to AgilePoint.
Title AP Setting Value AdminBindingUsed
- Function:
- Specifies the type of binding used to connect to AgilePoint for administration.
- Accepted Values:
- WS HTTP - WSHttpBinding_IWCFAdminService
- Basic HTTP - BasicHttpBinding_IWCFAdminService
- TCP - NetTcpBinding_IWCFAdminService
- Default Value:
- TCP
WorkflowBindingUsed
- Function:
- Specifies the type of binding that is used to connect to AgilePoint to send and receive workflow, or process, information.
- Accepted Values:
- WS HTTP - WSHttpBinding_IWCFAdminService
- Basic HTTP - BasicHttpBinding_IWCFAdminService
- TCP - NetTcpBinding_IWCFAdminService
- Default Value:
- TCP
AuthenticationType - Function:
- Specifies the type of authentication to connect from SharePoint to AgilePoint.
If you select Salesforce, Windows Azure, or Office 365, you can use single sign-on for AgilePoint, which works through the third-party authentication service. For these options, your authentication credentials are not visible to either AgilePoint or SharePoint.
If you use your AgilePoint ID, you must enter your AgilePoint authentication credentials as list items in the configuration list.
- Accepted Values:
-
- AgilePointID - Uses the credentials for your AgilePoint SharePoint Impersonator account to connect to the AgilePoint system. Usually the SharePoint Impersonator account is the same as your AgilePoint Service account.
For more information, refer to User Accounts for AgilePoint Components.
- Office365 - SharePoint Integration for Office 365 only. Uses your Microsoft Office 365 credentials to connect to the AgilePoint system.
- ActiveDirectory - SharePoint Integration on premises only. Uses your Active Directory credentials to connect to the AgilePoint system.
- AgilePointID - Uses the credentials for your AgilePoint SharePoint Impersonator account to connect to the AgilePoint system. Usually the SharePoint Impersonator account is the same as your AgilePoint Service account.
- Default Value:
- Office 365 integration - Office 365
- SharePoint on premises integration - ActiveDirectory
ImpersonatorDomain
- Function:
- The domain name for the SharePoint impersonator account.
You must add this entry if AuthenticationType is set to AgilePoint ID. However, for other authentication types this setting is not required.
- Accepted Values:
- A valid domain name for your AgilePoint SharePoint Impersonator account.
- Default Value:
- None
ImpersonatorUser
- Function:
- The user name for the SharePoint impersonator account.
You must add this entry if AuthenticationType is set to AgilePoint ID. However, for other authentication types this setting is not required.
- Accepted Values:
- A valid user name.
- Default Value:
- None
ImpersonatorPass
- Function:
- The password for the SharePoint impersonator account.. Optionally, you can
select Encrypted to encrypt the value of this
setting.
You must add this entry if AuthenticationType is set to AgilePoint ID. However, for other authentication types this setting is not required.
- Accepted Values:
- A valid password.
- Default Value:
- None
- (Optional) Configure additional SharePoint settings as necessary.
For more information, refer to Set the AgilePoint Configuration List for SharePoint Integration On Premises.
- Run the Windows Service Client Utility Tool.
