How to use IBM App Connect with Microsoft SharePoint

Microsoft SharePoint is a collaborative platform which provides document management and storage system capabilities. IBM App Connect works with SharePoint Online (cloud-based service) and SharePoint Software (SharePoint Server on premises).

Availability:
  • App Connect Enterprise as a Service connector
  • A local connector in a Designer instance of IBM App Connect in containers (Continuous Delivery release)Local connector in containers (Continuous Delivery release)
  • A local connector in a Designer instance of IBM App Connect in containers (Support Cycle 2)Local connector in containers (Long Term Support Cycle-2 release)
The following information describes how to use IBM® App Connect to connect Microsoft SharePoint to your other applications.

Supported product and API versions

To find out which product and API versions this connector supports, see Detailed System Requirements on the IBM Support page.

What should I consider first?

Before you use App Connect Designer with Microsoft SharePoint, take note of the following considerations:

  • To authenticate connection to SharePoint Online using SAML verification, IBM App Connect does not support two-factor authentication. Before using IBM App Connect with your Sharepoint account, check if your account has two-factor authentication enabled and, if so, disable two-factor authentication.
  • The SharePoint connector cannot be used to access personal site collections. To work with personal site collections, you can use the Microsoft OneDrive for Business connector.

Connecting to Microsoft SharePoint

Complete the connection fields that you see in the App Connect Designer Connect > Applications and APIs page (previously the Catalog page) or flow editor. If necessary, work with your Microsoft SharePoint administrator to obtain these values.

To create a connection from App Connect to a Microsoft SharePoint account, complete the following steps.

  1. Open the Connect to Microsoft Sharepoint dialog box by using one of the following options:
    • For your first Microsoft SharePoint connection, click Connect.
    • To add another Microsoft SharePoint connection, expand the Accounts list and click Add a new account.
  2. In the Connect to Microsoft Sharepoint dialog box, select the appropriate Type to connect to:
    • Select SharePoint Online to connect to a Microsoft SharePoint cloud-based service.
    • Select SharePoint Software to connect to a Microsoft SharePoint Server on premises.
  3. If you have selected SharePoint Online, select an Authorization method:
    Authorization method Connection field Description
    BASIC OAUTH Application client ID Unique identifier generated after Microsoft Azure app registration to tie requests to specific projects
    Application client secret Application client secret for the unique Application client ID created for a specific project
    OAuth access token Access token generated from the Application client ID and Application client secret
    OAuth refresh token Refresh token generated from the Application client ID and Application client secret
    SharePoint online URL SharePoint online URL that provides a direct sign-in to the Microsoft SharePoint service; for example, https://anyorganization.sharepoint.com
    Tip: If you are already logged in to Microsoft SharePoint in the same browser window as App Connect Enterprise as a Service, App Connect can connect to that Microsoft SharePoint account without needing further action.
    Attention: SAML-based authentication is deprecated in the Microsoft SharePoint connector. To continue using the connector, configure one of the supported authentication types.
    SAML
    Restriction: To authenticate the connection to SharePoint Online by using SAML verification, IBM App Connect doesn't support two-factor authentication. Before you use IBM App Connect with your Microsoft SharePoint account, check if your account has two-factor authentication enabled and, if so, disable two-factor authentication or choose the Use the website (OAuth2) option.
    SharePoint online URL SharePoint online URL that provides a direct sign-in to the Microsoft SharePoint service; for example, https://anyorganization.sharepoint.com
    Tip: If you are already logged in to Microsoft SharePoint in the same browser window as App Connect Enterprise as a Service, App Connect can connect to that Microsoft SharePoint account without needing further action.
    Site collection path The site collection URL in SharePoint relative to the SharePoint URL; for example, /TeamSite or /sites/mysitecollection
    User name The user name for your Microsoft SharePoint account
    Password The password for your Microsoft SharePoint account
    OAUTH 2.0 AUTH CODE SharePoint online URL SharePoint online URL that provides a direct sign-in to the Microsoft SharePoint service; for example, https://anyorganization.sharepoint.com
    Tip: If you are already logged in to Microsoft SharePoint in the same browser window as App Connect Enterprise as a Service, App Connect can connect to that Microsoft SharePoint account without needing further action.
  4. If you have selected SharePoint Software, choose a Version, and then select an Authorization method.
    Authorization method Connection field Description
    BASIC SharePoint on premises host and port SharePoint on premises web application URL that provides a direct sign-in to the Microsoft SharePoint service; for example, https://mysharepointhost:8443
    Site collection path The site collection URL in SharePoint relative to the SharePoint URL; for example, /TeamSite or /sites/mysitecollection
    User name The user name for your Microsoft SharePoint account
    Password The password for your Microsoft SharePoint account
    Private network connection Select the name of a private network agent that App Connect uses to connect to your private network. This list is populated with the names of private network agents that are created on the Private networks page. For more information, see Connecting to a private network.
    Attention: The use of NTLM-based authentication is deprecated in the containerized environment.
    NTLM v1
    SharePoint on premises host and port SharePoint on premises web application URL that provides a direct sign-in to the Microsoft SharePoint service; for example, https://mysharepointhost:8443
    Site collection path The site collection URL in SharePoint relative to the SharePoint URL; for example, /TeamSite or /sites/mysitecollection
    User name The user name for your Microsoft SharePoint account
    Password The password for your Microsoft SharePoint account
    Domain The domain you use to log in to your on premises SharePoint account
    Workstation Workstation or server name where SharePoint is installed
    Private network connection Select the name of a private network agent that App Connect uses to connect to your private network. This list is populated with the names of private network agents that are created on the Private networks page. For more information, see Connecting to a private network.
  5. Click Continue.

To obtain the connection values for Microsoft SharePoint, see Obtaining connection values for Microsoft SharePoint.

Tip:

Before you use the account that is created in App Connect in a flow, rename the account to something meaningful that helps you to identify it. To rename the account on the Applications and APIs page, select the account, open its options menu (⋮), then click Rename Account.

To connect to a Microsoft SharePoint endpoint from the App Connect Designer Applications and APIs page for the first time, expand Microsoft SharePoint, then click Connect. For more information, see Managing accounts.

General considerations

Before you use App Connect Designer with Microsoft SharePoint, take note of the following general considerations:

  • (General consideration) You can see lists of the trigger events and actions that are available on the Applications and APIs page of the App Connect Designer.

    For some applications, the events and actions depend on the environment and whether the connector supports configurable events and dynamic discovery of actions. If the application supports configurable events, you see a Show more configurable events link under the events list. If the application supports dynamic discovery of actions, you see a Show more link under the actions list.

  • (General consideration) If you are using multiple accounts for an application, the set of fields that is displayed when you select an action for that application can vary for different accounts. In the flow editor, some applications always provide a curated set of static fields for an action. Other applications use dynamic discovery to retrieve the set of fields that are configured on the instance that you are connected to. For example, if you have two accounts for two instances of an application, the first account might use settings that are ready for immediate use. However, the second account might be configured with extra custom fields.

Post connection considerations

  • (Restriction) While using the actions within the List items object, you can only view a list of specific column types in App Connect. The following is the list of column types that can be viewed in App Connect:
    • Integer
    • Text
    • Note
    • Date and time
    • Choice
    • Boolean
    • Number
    • Currency
    • Hyperlink
    • Computed
    • GUID
    • Multi choice
    • Calculated

Events and actions

Microsoft SharePoint events

These events are for changes in this application that trigger a flow to start completing the actions in the flow.

Note: In containers, only local accounts can be used for these events.

Show more configurable events: Events that are shown by default are pre-configured by using optimized connectivity. More items are available after you configure events that can trigger a flow by polling this application for new or updated objects.

Microsoft SharePoint actions

Your flow completes these actions on this application.

Files
Create file
Download file
Retrieve files
Delete file
Update file
Rename file
Share file
Folder items
Retrieve folder items
Folders
Create folder
Retrieve folders
Delete folder
Update folder
List item attachments
Create list item attachment
Download list item attachment
Retrieve list item attachments
Delete list item attachment
Update list item attachment
List items
Create list item
Retrieve list items
Delete list item
Update list item
Lists
Create list
Retrieve lists
Delete list
Update list
Permissions
Retrieve permissions
Search
Search files
Shared links
Retrieve shared links
Sites
Retrieve sites
Delete site
Update site
Users
Retrieve users

Examples

Dashboard tile for a template that uses Micrososft Sharepoint
Dashboard tile for a template that uses Micrososft Sharepoint
Dashboard tile for a template that uses Micrososft Sharepoint

Use templates to quickly create flows for Microsoft SharePoint

Learn how to use App Connect templates to quickly create flows that complete actions on Microsoft SharePoint. For example, open the Templates gallery, and then search for Microsoft Sharepoint.

Dashboard tile for a template that uses Micrososft Sharepoint