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How to Add a SharePoint Data Source/Data Target

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Step by step process to create a Microsoft Sharepoint data source or data target within Openprise

 

Creating a Document Library in SharePoint

Before you can create a data source/data target in Openprise you will need to first create a document library in SharePoint. 

  1. Go to the SharePoint site where you want to create your new document library.
  2. On the menu bar, select New - Document Library. Enter a name for the new library and click Create.   

         1.png    2.png



Setting up a New Connection in Openprise

You can connect to SharePoint as a Data Source or Data Target. Each Sharepoint-Openprise connector credential will refer to a specific Document Library as specified in the URL supplied when the connector is created.

 

Creating a Data Source 

Under the Data tab, navigate to Data Sources and click Add Data Source DS.pngAdd_DS.png

  1. Provide a name for the new Data Source 
  2. For the Source Technology, select SharePoint
  3. Copy/paste your Sharepoint site URL. Then click next to input your account credentials. A valid URL will look similar to either one of the following:
    For a team site:
    • myorg.sharepointcom/sites/mysite/MyDocumentLibrary/Forms/AllItems.aspx
    • myorg.sharepointcom/sites/mysite/MyDocumentLibrary

      Add_DS01.png

              7.png                                    6.png

     4.  After entering your credentials, you will need to accept permissions to allow Openprise access to                your SharePoint site.                                                                                 

          8.png



Creating a Data Target 

Under the Data menu, navigate to Data Target and click Add Data Target  DT.pngAdd_DT.png

  1. Provide a name for the new Data Target  
  2. For the Source Technology, look for SharePoint Add_DT02.png
  3. If you don’t already have an existing account, a pop-up window will appear prompting you to create a new one.  12.png
  4. Click Add Account and you will be directed to input the SharePoint site URL and your Microsoft log-in credentials                                                                                                                              14.png    13.png

  5. After entering your credentials, you will need to accept permissions to allow Openprise access to your SharePoint site                                                15.png



Usage Notes

  1. Openprise is only able to see folders directly under the Document Library. We cannot navigate to nested folders.
  2. If you have multiple Document Libraries that Openprise needs access to, you will need to create separate credentials for each Document Library.
  3. WORKAROUND: If you are connecting to a Communication site instead of a Team site, please make the following adjustment to the URL used when establishing a connection:
    1. copied URL from browser where mysite is the subsite in the communication site
      myorg.sharepoint.com/mysite/Shared%20Documents/Forms/AllItems.aspx
    2. modified URL needed for Openprise, put an additional slash so Openprise will evaluate the URL correctly.
      myorg.sharepoint.com//mysite/Shared%20Documents/Forms/AllItems.aspx

 

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