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Expand the Manage section in the left navigation menu.
Click Connections.
Click Add connection.
Select Microsoft SharePoint as the platform on the Add connection modal.
Enter the connection information. Reference the table below for details about each field.
Click Test connection to ensure DryvIQ can connect using the information entered.
You will see a green "Connected” message on the bottom of the modal when DryvIQ establishes connection. (If the connection fails, verify the information you entered.)
Click Done.
Add connection modal for Microsoft SharePoint
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Field | Description | Required |
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Display As | Enter the display name for the connection. If you will be creating multiple connections, ensure the name readily identifies the connection. The name displays in the application, and you can use it to search for the connection and filter lists. If you do not add a display name, the connection will automatically be named using the SharePoint URL. For example, Microsoft SharePoint (http://sharepoint.url.com/). If it will be useful for you to reference the connection by account, you should use the default name. | Optional |
URL | Enter the URL for SharePoint including the site collection where the target document library exists. | Required |
User Name | Enter the SharePoint username. It can coincide with the Active Directory Universal Principal Name (UPN). | Required |
Password | Enter the password for the username added in the previous field. | Required |
SSO Provider | Only Active Directory Federation Services (ADFS) is supported as an SSO provider for SharePoint at this time. | Optional |
SSO URL | Enter the URL of the configured SSO provider. | Optional |
Authentication type | Select the authentication method the server uses: Basic, Forms, or NTLM. You can select the Detect automatically option to have DryvIQ automatically detect the authentication type when testing the connection. This is the default selection. | Optional |
Behavior when deleting items | Select the type of delete DryvIQ should perform when deleting items: Permanent or Soft. Soft delete is the default delete behavior; however, Permanent is the recommended behavior. A soft delete marks items as a deleted. You can still access them to restore or permanently delete the items. A permanent delete removes the items. This delete is not reversible. |
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Platforms all have unique features and limitations. DryvIQ’s transfer engine manages these differences between platforms and allows you to configure actions based on Job Policies and Behaviors. Use the Platform Comparison tool to see how your integration platforms may interact regarding features and limitations. For more information on SharePoint restrictions, see Microsoft’s official documentation.
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