Adding a SharePoint connector

The SharePoint on the  Server connector is used to route documents between the server and the SharePoint  document management system. You can add a SharePoint  connector by using the Server Administrator > Connectors node.

Note: The following steps are for Administrators that are using SharePoint as on-premises software. On-premises software is installed and operates on computers that reside on the premises of the user or company using the software instead of a remote facility or cloud. See Adding an Office 365  SharePoint connector if you are using Office 365 SharePoint.

To add a SharePoint connector

1. Start the AccuRoute Server Administrator.
   Start > Upland AccuRoute > AccuRoute Server Administrator

2. On the console, expand the Server Administrator tree.

3. Right-click Connectors. The Connectors shortcut menu appears.

4. Select New AccuRoute Server connector > SharePoint. The Create New SharePoint  DMS Connector wizard appears.

5. Select the appropriate Server Address for your configuration. The Run on the Message Server option is the default.

Note: If you want the connector to run on a remote server, click Remote Server and enter the server name.

6. Click Next. The Display Name dialog box appears.

7. Type a SharePoint connector name in the Name box, if necessary.

8. Click Next. The Congratulations > You have completed the configuration dialog box appears.

9. Click Finish. The DMS Configuration wizard page appears.

10. Specify the following Configuration options.

• Type the SharePoint address in the SharePoint Location box. The address must begin with https://. See example below.

• https://yoursite.sharepoint.com

• Select the Connect using this user option and specify the username and password of the user with full access to the SharePoint site. The username must be in an email address format.

• Select the Network Authentication option.

11. Click Finish.