SharePoint

The SharePoint connector uploads documents and data to Microsoft SharePoint. The connector populates column meta-data and provides browse and select destination SharePoint folder functionality during document profiling. Supports is provided for SharePoint on-premise, OneDrive and SharePoint365.

Should I Use the OneDrive Connector?

The Umango OneDrive connector can upload files to both Microsoft OneDrive and Microsoft SharePoint. Deciding  which connector to use for the task is dependent on what is being uploaded and how you would like to authenticate with each product. This matrix helps to explain the best option for your needs.

Settings

SharePoint Account

SharePoint Authentication

Provide login credentials for SharePoint. Include the server site URL in the format below.

https://mycompany.sharepoint.com/sites/sitename

Do not include appending filenames etc. The URL should include the site but must not include the library, etc.

Once the login details are set, a test can be performed using the "Test Connection" button.

SharePoint Library

Once authenticated, the user can select the appropriate library within the site from the drop-down list.

Assignments

Index Data Mapping

Use the merge field to assign values to SharePoint columns. Using this field, data that Umango has captured can be assigned to columns. Each SharePoint column that is mapped will be listed with its assigned value.

Folder

Folder Selection Method

Select the folder location for the documents. 

    • The user will select the folder with the export field below - Select from the drop-down list of configured Export Field Zones 
    • Always place documents in the folder below - Browse and select a specific folder in the Library where all documents will be placed. Select the blue browse button to select a path.
Document Name

Using the merge field, name the file being uploaded.

Check the action Umango should take if a file of the same name already exists in the target folder. When unchecked, duplicate files will not be uploaded and the batch will be left waiting for user intervention.

Check in Rule

Choose whether the new files will be marked as checked in once uploaded or left checked out (can be viewed by others, but not edited). If selecting to check in new files, a check in comment will be added. By default, the text will be "checked in by Umango", or a merged value can be assigned as the comment text.

File Type Options

File Type Options and related information are available here.