{"id":31779,"date":"2016-08-08T14:28:59","date_gmt":"2016-08-08T22:28:59","guid":{"rendered":"https:\/\/ephesoft.com\/docs\/2019-1-2\/moduleplugin-configuration\/export-module\/export-to-microsoft-sharepoint-365\/"},"modified":"2020-07-22T13:03:44","modified_gmt":"2020-07-22T20:03:44","slug":"export-to-microsoft-sharepoint-365","status":"publish","type":"docs","link":"https:\/\/ephesoft.com\/docs\/products\/transact\/features-and-functions\/administrator\/moduleplugin-configuration\/export-module\/export-to-microsoft-sharepoint-365\/","title":{"rendered":"Microsoft SharePoint 365 Export Plugin"},"content":{"rendered":"
Available<\/strong>: on-premises, cloud<\/p>\n The “SHAREPOINT_365_EXPORT” plugin exports documents to an online SharePoint repository. User can configure the export for each Document Type and connection settings in both online and offline mode. But for exporting the documents, connection with the SharePoint account is required. The PDF and TIFF files are exported to the online SharePoint repository along with the meta-data configured. Also, the failed export (in ERROR state) can be restarted to resume the export. Resuming the export will override the already exported data to avoid duplicity.<\/p>\n In order to export documents to the online SharePoint repository, you will have to configure the SharePoint site as well as the SharePoint 365 Export Plugin in the Ephesoft environment.<\/p>\n In order to configure the SharePoint Export Plugin for a Document Type under the selected Batch Class:<\/p>\nConfiguration in SharePoint<\/h1>\n
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\nAll the documents (multiple document type) and meta-data (index field value) will be exported to this repository.NOTE: Microsoft SharePoint does not allow column access for folders at root level using web services.<\/li>\n
\nCreate multiple columns depending upon your requirement. For example, if there are 2 Document Types say DType1 and DType2 with 5 index fields each. And you want to export 2 index fields for the first Document Type and 1 index field for the second Document Type, then you need to create 3 columns in the SharePoint Document Library. On export, the Document Type will show the documents (PDF\/TIFF) along with the exported meta-data (index fields) as per the configuration.<\/li>\n<\/ol>\nSharePoint 365 Export Plugin Configuration in Ephesoft<\/h1>\n
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\nAnd click on Add<\/strong> button to open the SharePoint Configuration window.<\/li>\n
\nGive a name to the Connection<\/strong>, enter the SharePoint Site URL<\/strong>, Credentials<\/strong> (username\/password) and click on Connect<\/strong> button to connect to the SharePoint Server.
\nYou can configure connection both in online as well as offline mode.<\/li>\n
\nGive the SharePoint Site URL<\/strong>, Document Library Path<\/strong>, and type<\/strong> of Export (PDF, TIFF or Both).
\nAnd click on Fetch Metadata<\/strong>.<\/li>\n
\nClick on Add Mapping<\/strong>.
\nIt is recommended to verify the index fields (Ephesoft) and columns (SharePoint) are compatible before mapping. SharePoint allows column validations but Ephesoft cannot validate the data type of index fields with the mapped column and may result an error during the execution of batches.
\nFor example, if an index field of data type \u2018string\u2019 is mapped to a numeric column in SharePoint, the Ephesoft application does not have any mechanism to validate that the mapping is correct or not. Hence, mappings should be done keeping this in mind.<\/li>\n
\nOnce all the fields are mapped to the SharePoint columns, click on Apply<\/strong> and then Deploy<\/strong> button to apply the configurations.<\/li>\n<\/ol>\n","protected":false},"featured_media":0,"parent":31772,"menu_order":1,"comment_status":"closed","ping_status":"open","template":"","doc_tag":[],"yoast_head":"\n