Microsoft SharePoint on-premises is a website-based collaboration system that uses workflow applications, “list” databases, and other web parts and security features to empower business teams to work together. SharePoint also gives the company using the platform the ability to control access to information across business units. SharePoint enables increased productivity and visibility for information workers across all verticals, in businesses large and small. The features of SharePoint are centered around an intranet-based cross collaboration experience that enables secure sharing, content management and workflow collaboration features among many others.
In the context of Nintex Automation Cloud, SharePoint on-premises is a connector Service used to define a connection required for associated actions and start events. Examples include Salesforce and Box. Method of integration to cloud services, business applications and content stores. used to used to create connections for SharePoint on-premises and actions. Use the SharePoint on-premises actions in a workflow to create and manage SharePoint list items.
For more information on SharePoint on-premises, see the company website.
Before you begin:
Understand SharePoint on-premisesWhat is a SharePoint site and site collection?
A SharePoint site is a website that contains different SharePoint components such as Lists, Document Libraries, Calendars, and Task Lists. SharePoint sites can have one or more pages to display content to the user. A SharePoint team site connects your team to the content, information, and apps. For example, a team site can be used to store files or to create lists to store information.
A SharePoint site collection is a collection of SharePoint sites. Each site collection contains a single top-level site and subsites below it.What is a list in SharePoint?
A SharePoint list used to store a collection of data and organize information.
Add columns for different types of data, such as text, currency, or multiple choice. You can sort, group, format, and filter lists which can include people, links, pictures, dates, and more.What is a document library in SharePoint?
A document library is used to store files that teams can work on together. The default SharePoint site and any new sites you create include a document library, and you can create additional document libraries.
For example, you can use a document library on a site in SharePoint to store all files related to a specific project.What is a document set in SharePoint?
A document set organizes multiple related documents into a single view where they can be worked on and managed as a single entity. You can create a document set involving different file formats (for example, Word documents, OneNote notebooks, PowerPoint presentations, Visio diagrams, excel workbooks, and so on).
When a document set content type is added to a library, users can create new instances of the document set in the same way that they create a single document. For more information, see Introduction to Document Sets article.
Note: Your browser-stored credentials are accessed to create connections. Either clear credentials from browser memory or make sure the stored credentials are for the intended environment.
Create a connection from the connections page or from the action configuration panel when configuring the action. For information about creating connections and assigning permissions, see Manage connections.
In the Connection window, complete the fields as follows.
In this field
Select or enter the following
|A name for your new connection.
|The URL of the SharePoint site to connect to.
|The login username of the SharePoint user.
|The password of the SharePoint user.
|The Nintex Gateway configuration to use to connect to the SharePoint Server.
SharePoint on-premises account requirements
- The account you use to create a connection for SharePoint on-premises is the account that has access to the SharePoint on-premises actions.
You need the SharePoint URL, Domain\Username and Password of the SharePoint user.
You must install and configure Nintex Gateway on the Azure Active Directory domain that the SharePoint Server is installed in.
The SharePoint on-premises integration is supported for:
SharePoint Server 2016
SharePoint Server 2019
SharePoint Server Subscription Edition