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- Cloud Customers Connecting to SharePoint Online - This configuration had been certified by frevvo. Follow these steps:
- In-house Customers connecting to SharePoint Online - This configuration scenario has been certified by frevvo. Follow these steps:
- Configure Live Forms as a SharePoint Add-in
- Configure SharePoint for your Live Forms tenant
- Download the SharePoint Connector. Rename it to sharepoint.war. Copy it to the <frevvo-home>\tomcat\webapps folder
- Connect your Forms/Flows using the SharePoint wizard.
- In-house customers using SharePoint On-premise - this configuration is supported but not certified.
- Customers using SharePoint On-premise also need an Office 365 SharePoint Online account. This is necessary to obtain an authorization token. There is no data transfer from the SharePoint On-premise to SharePoint Online.
- Customers are responsible for configuring the On-premise installation and the integration with SharePoint Online.
- The On-premise version of SharePoint must be version 2013+.
- Refer to this Microsoft website for information about how to use Office 365 to allow to authenticate.
- Live Forms Cloud customers connecting to SharePoint On-premise - This configuration is supported but considered unlikely as SharePoint On-premise requires your On-premise SharePoint to be exposed to the Cloud.
- Customers are responsible for configuring the On-premise installation and it's exposure to the Cloud.
- Customers are responsible for configuring the On-premise installation and it's exposure to the Cloud.
Configuring the SharePoint Connector
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Login to as the tenant admin
Click the Edit Tenant link.
- Click the blue arrow to expand the SharePoint section.
Enter the Connector URL. - This URL is needed if you are using in the cloud and installing the connector locally. Enter the URL where your installation that is configured for SharePoint is located. This URL must use the https protocol.
The URL in the Connector URL field will override the connector URL that is specified in the configuration property in the <frevvo-home>\tomcat\conf\frevvo-config.properties file. In some cases you can leave this field blank.
Info The default value is shown below:
frevvo.sharepoint.connector.url=http://localhost:8082/sharepointEnter the Client Id and the Client Secret that you saved in Step 1 into the respective fields.
- Enter the SharePoint Domain Name e.g. <Your SharePoint tenant name>.sharepoint.com - there is a dot between the SharePoint tenant name and sharepoint.com
- To determine the realm for your SharePoint site :
Navigate to https://<tenant>.sharepoint.com/_layouts/appprincipals.aspx - change the <tenant> to the name of your SharePoint tenant - e.g. https://frevvo.sharepoint.com/_layouts/appprincipals.aspx
Find your registered application in the list and and look at the App Identifier column. The unique identifier after the @-sign in the App Identifier is the app realm and must be entered in the Realm field.
- Click Submit
- Browse http://<your server:port>/sharepoint/health (replace <your server:port> with your frevvo server:port) to check the status of the connector. If the connector is up and running, you will see { "status" : "UP" }.
- Proceed to Connect Forms/Flows with the Save to SharePoint wizard
Step 3 - Connect Forms and Flows with the SharePoint wizard
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