Microsoft SharePoint (On-Premises)
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Overview
DryvIQ connections to SharePoint 2013, 2016, and 2019 on-premises platforms can be established using any valid SharePoint user account with the applicable permissions to access content. The user account’s permissions determine DryvIQ’s permissions. For example, if you only need the connector to read content, an account with READ permissions is sufficient. If you need DryvIQ to take action against content, you need to use an account with WRITE permissions.
Microsoft SharePoint supported versions:
2013
2016
2019
Creating a Connection
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 at the bottom of the modal when DryvIQ establishes a connection. (If the connection fails, verify the information you entered.)
Click Done.
Add connection modal for Microsoft SharePoint
Field | Description | Required |
|---|---|---|
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 you need to reference the connection by account, 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 deletion DryvIQ should perform when deleting items: Permanent or Soft. Soft delete is the default behavior. A soft delete marks items as deleted. You can still access them to restore or permanently delete the items. Permanent delete is the recommended behavior. A permanent delete removes the items. This deletion is not reversible. | Optional |
Features and Limitations
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.
Features and limitations may vary between SharePoint versions. Refer to Microsoft's official documentation for your specific version of SharePoint for a full list of supported features and limitations.
Other Features/Limitations | SharePoint 2013 | SharePoint 2016 | SharePoint 2019 |
|---|---|---|---|
2 GB | 2 GB | 15 GB | |
260 | 260 | 400 | |
128 | 128 | 260 | |
Invalid characters | | # { } % & \ ~ + / : * ? < > \\ “ | | # % \ \\ / : * ? < > “ | | \ \\ / : * ? < > " |
Restrictions |
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Check Out
DryvIQ does not support Libraries that have Require Check-out enabled.
Date Preservation
Date preservation works with SharePoint if you are using author preservation.
Enterprise Keywords
SharePoint doesn't allow duplicate Enterprise Keywords. The longest permitted string in an Enterprise Keyword is 255 characters.
File Extensions
SharePoint restricts specific file extensions in different versions. Click here for the complete list.
Invalid Characters and Spaces
DryvIQ verifies file and folder names to identify unsupported characters based on the platform. It then replaces invalid characters with an underscore (_) so the files and folders can be transferred.
The logic includes leading and trailing spaces in file and folder names. DryvIQ replaces the space rather than trimming it because trimming the space could cause duplicate file names. Adding the underscore ensures the name remains unique.
Okta
DryvIQ does not support Okta with SharePoint.
Restricted File/Folder Names
The following are restricted file and folder names:
_vti_test
_w
_t
The following are restricted folder names:
Test_files
Folder names cannot end with the following:
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URLs
The transformation of URLs into SharePoint can sometimes increase the overall URL length, which can cause either 400 or 414 URL failures. (Spaces are the primary way this can happen.) DryvIQ recommends removing spaces or shortening the URL length to resolve this error.
Versioning
DryvIq supports versioning if versioning is enabled on the library.
SharePoint 2019 supports version deletes.