Create an Access Token for SharePoint

Add SharePoint Access Token Screen

How to Start

1. Log in to AgilePoint NX.
2. Click Manage .
3. In the Manage Center, click App Builder > Global Access Tokens.
4. On the Global Access Tokens screen, click Add Token
5. On the Add Global Access Tokens > Select Application screen, select SharePoint .
6. Click Next.

Procedure

1. On the Add SharePoint Access Token screen, complete these fields as necessary.

   Field Name	Definition
   Token Name	Function: Specifies the unique name for your connection to SharePoint. Accepted Values: A text string that can include letters, numbers, and spaces Default Value: None
   Site Collection URL	Function: Specifies the URL of the SharePoint site collection. Accepted Values: A valid SharePoint URL. Default Value: None

2. To connect to SharePoint, do one of these:
   • To use Windows authentication complete this field as necessary.

     Field Name	Definition
     Windows Authentication	Function: Specifies if AgilePoint uses Windows Authentication to connect to SharePoint. Accepted Values: AgilePoint User - . Default Value: Current User

   • To use claims authentication, complete this field as necessary.

     Field Name

     Definition

     Claim Authentication

     Function: Specifies Claims authentication options for SharePoint. Accepted Values: If this setting is selected, these types of Claims Authentication are available: Form Based Authentication - Activates Forms based authentication where a custom membership provider to connect to an on-premises SharePoint environment. Office 365 - Activates Claims authentication to connect to SharePoint in an Office 365 environment. You can use this setting side-by-side with on-premises SharePoint. Federated Authentication - Activates Federated authentication to connect to SharePoint — for example, ADFS. Out of the box, AgilePoint supports ADFS authentication. If you want to use your own authentication provider, see Federated Authentication Example. Default Value: Deselected

3. Complete these fields as necessary.

   Field Name	Definition
   Fed Auth URL	Function: Specifies the URL of the federated authentication provider. This provider supplies security tokens for federated authentication. To Open this Field: Click Federated Authentication. Accepted Values: A valid federated authentication provider URL Default Value: None Example: https://fs.agilityclouds.com
   Domain	Function: The authentication domain. This does not apply to Form Based Authentication. Accepted Values: Default Value: None
   User Name	Function: Specifies the user name for SharePoint authentication. Accepted Values: A valid user name. Default Value: None Accepts Process Data Variables: No
   Password	Function: The password for the authentication account. Accepted Values: A valid password. Default Value: None Accepts Process Data Variables: No

4. Click Test Connection to make sure the specified SharePoint account is correct.
5. (Optional) Complete this field as necessary.

   Field Name	Definition
   Encrypt	Function: Holds the access token in the AgilePoint database as encrypted data. Accepted Values: Deselected - The access token is in plain text in the database. Selected - The access token is encrypted in the database. Default Value: Deselected