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Version: 2023 R3

SharePoint Site Collection

The source allows you to establish connection and retrieve data from the SharePoint site collection.

SPSiteConnection.png

1. ID

The data source identifier (if the value is smaller than "0", the source has not been saved in the database yet).

2. Name

Name of the data source entered by the user.

3. Connection type

The field allows you to specify a connection type. You can choose from: MSSQL Database, Oracle Database, Exchange Server, OneDrive, SharePoint Site Collection, REST Web Service, and SOAP Web Service.

4. Description

Description of the data source entered by the user.

5. Environment

Defines the behavior of the data source in particular environments. The Common tab sets the default parameters that are to be used across all three environments (DEV/TEST/PROD). The tabs dedicated to the individual environments can be used to enter custom parameters. In such case, it is necessary to check the Break inheritance checkbox (this will override the settings specified in the Common tab) and then enter the desired connection settings.

6. Sharepoint environment

The parameter defines what type of SharePoint environment you will be connecting to.
Each SharePoint environment uses different authentication methods for connecting to the site collection. Therefore, the authentication methods that are available will depend on the chosen environment type.

  • SharePoint On-Premises – connects to a SharePoint server installed on any server.
    Available authentication methods:
    • service account (authentication based on the SharePoint application pool account);
    • custom (authentication based on the provided username and password).
  • SharePoint Online – connects to a SharePoint Online server.
    Available authentication method:
    • custom (authentication based on the provided username and password)

7. Server and site collection

Server and Sharepoint site collection addresses.

8. Credentials

Credentials options.

9. User

A SharePoint user. For the Windows authentication the field is grayed out.

10. Password

A Sharepoint user's password. For the Windows authentication the field is grayed out.

11. Test

Testing the connection to the SharePoint database.