Integration considerations for Microsoft SharePoint

IBM® BPM supports ECM integration with Microsoft SharePoint 2010 and 2013.

When you define the ECM server properties for a Microsoft SharePoint server, the default CMIS web service context path is "/_vti_bin/cmis/soap". Information about specifying the context path is found in the topic "Accessing the SharePoint CMIS provider from IBM BPM." You can contact your Microsoft SharePoint administrator for complete connection information.

Other integration considerations for Microsoft SharePoint are described in the following sections:

  • Setup
  • CMIS capabilities
  • Deviations from the CMIS standard
  • Document name
  • Compatibility with folders in processes
  • Reference

Setup

Your Microsoft SharePoint installation may use a URL convention for the CMIS web service endpoint that is not expected by IBM BPM. See the topic "Accessing the SharePoint CMIS provider from IBM BPM" for information on how to establish the addressability of the CMIS web service for IBM BPM.

CMIS capabilities

Microsoft SharePoint supports the optional CMIS capabilities that are described in the following table:

CMIS Capability Microsoft SharePoint BPM Considerations
ACL manage Not applicable
AllVersionsSearchable false A search will only be applied to the latest (major) version of a document
Changes objectidsonly Not applicable
ContentStreamUpdatability anytime  
GetDescendants false Not applicable
GetFolderTree true  
Join none Queries cannot include any JOIN clauses
Multifiling false Documents can only reside in one folder
PWCSearchable true  
PWCUpdatable true  
Query bothseparate  
Renditions none Not applicable
Unfiling false Documents are always filed in a folder
VersionSpecificFiling false  

Deviations from the CMIS standard

Microsoft SharePoint deviates from the OASIS CMIS standard in the following ways:

  • When a document is being created, the content of the document must be provided.
  • The IN and LIKE operators are not supported for WHERE clauses in queries.

Document name

Microsoft SharePoint does not allow you to store a separate document name and file name for its content. When you create a document, Microsoft SharePoint automatically takes your provided document name and adds the file extension from the content file name. This concatenated name is then used as the document name. For example, if your content has a file name Claim.pdf and your value for the document name is Claim 2016-123, then Microsoft SharePoint stores the document by using the Claim 2016-123.pdf name.

When you check in a document that uses a Content Integration step in a service, you cannot provide both a new name and a file name for the content. A request with both names fails. Instead, either set the file name on the content file name or the document name.

When you create or update a document that uses the Document Explorer, Document List or Heritage Document List coach views, the document name is automatically calculated based on the previous description.

Compatibility with folders in processes

Microsoft SharePoint does not allow you to perform queries with the cmis:objectId and cmis:versionSeriesId in the WHERE clause. Documents and folders referenced from these systems are not returned with accurate information in a Get children operation against the IBM BPM managed store. See References to external ECM systems from an IBM BPM folder.

Reference

For information about the Microsoft SharePoint implementation of the OASIS CMIS standard, see the Microsoft topic Content Management Interoperability Services (CMIS) connector overview (SharePoint Server 2010).