Preparing SharePoint Online

From Nintex Automation 5.7 onwards there are two different apps for SharePoint. The legacy Nintex K2 for SharePoint: used for SharePoint on-premises and upgraded environments for SharePoint Online, and Nintex Automation for SharePoint: used on new installations for SharePoint Online.
Microsoft Azure Active Directory is now Microsoft Entra ID

SharePoint Online, because it is setup and maintained my Microsoft, does not need anything specifically setup before adding the Nintex K2 for SharePoint app. However, you must make sure that you are a Tenant admin to install the app for the first time and that you have an App Catalog and a target site collection created. Also, as mentioned in other topics, the Remote Event Receiver service in the product must be available on the internet and signed by a root authority certificate in order for SharePoint to make the call when events occur in a list or library.

The Remote Event Receiver service in the product must be available on the internet and signed by a root authority certificate in order for SharePoint to make the call when events occur in a list or library.

The following table shows what is required for you to install and use Nintex K2 for SharePoint Online:

SharePoint Online SSL for product sites
Internet accessible product sites
AAD setup and populated
App Upload and Installation Permissions
Other Software There are additional software requirements for Nintex K2 for SharePoint, these are listed below:
Supported Browsers

SharePoint users / participants need a SharePoint-compatible Internet Browser to view and use Nintex K2 for SharePoint features.

Prerequisites for SharePoint Online Integration

The following section discusses specific integration preparation steps required for SharePoint Online and the product prior to installation.

SSL for product Site

SharePoint Online is always SSL-enabled and therefore it is mandatory for the product site to also be enabled for SSL. The Nintex K2 for SharePoint app registration wizard prevents you from proceeding if this configuration has not been completed.

Internet-Accessible Product Sites

The Remote Event Receiver service in the product must be available on the internet and signed by a root authority certificate in order for SharePoint to make the call when events occur in a list or library.

When using the Nintex K2 for SharePoint app with SharePoint Online there is communication that must take place between your on-premises Servers and sites (Runtime), and your SharePoint Online environment. This may require opening ports and sites through your corporate firewall. There are two scenarios listed below, each with their own requirements. Follow the steps for the scenario that best fits your needs.

  1. All users of your SharePoint Online environment are behind your corporate firewall.
    • The SP15EventService on the Server that SharePoint calls when SharePoint events occur must be publicly available on the web. This is the service that is used for initiating workflows from SharePoint events (Example: File Uploaded, Item Added, etc.).
  2. Some or all of your users will access your SharePoint Online environment from outside your corporate firewall.
    • The entire product site and your smartforms sites must be made publicly available on the web.

Azure Active Directory

SharePoint Online requires the use of Azure Active Directory (AAD). When you register the Nintex K2 for SharePoint app, the system automatically registers the appropriate resources against your AAD tenant for the purpose of authentication and authorization.

App Upload and Installation Permissions

There are a minimum set of permissions that are required of the user that will upload the Nintex K2 for SharePoint app into the SharePoint app catalog and of the user that will add the Nintex K2 for SharePoint app onto a SharePoint site.

  • Permissions required to add the Nintex K2 for SharePoint app to a SharePoint site
    • Contributor Rights on the SharePoint site
  • Permissions required to upload the Nintex K2 for SharePoint app to the SharePoint app catalog
    • Tenant Admin of the SharePoint environment