Configuring SharePoint Online Account
Overview
You must create SharePoint Online accounts to connect to data sources that you want to use in your Pipelines. You can configure your SharePoint accounts in SnapLogic usingĀ DesignerĀ orĀ Manager.
Snap-Account Compatibility
Snaps in the SharePoint Online Snap Pack work with different accounts per the following table.
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Configuring SharePoint Online Accounts Using SnapLogic Designer
Drag a SharePoint Online Snap to the Canvas and click the Snap to open its settings. Click theĀ AccountĀ tab. You can now either use an existing account or create a new one.
Selecting an existing account
SnapLogic organizes and displays all accounts to which you have access, sorting them by account type and location. To select an existing account:
In theĀ AccountĀ tab,Ā click the dropdown Ā icon to view the accounts to which you have access, and select the account that you want to use.
ClickĀ the Save icon.
Creating an account
In theĀ AccountĀ tab, clickĀ Add AccountĀ below theĀ Account ReferenceĀ field.
Select theĀ LocationĀ in which you want to create the account, select theĀ Account Type, and clickĀ Continue.Ā TheĀ Add AccountĀ dialogĀ windowĀ associated with the account type is displayed.
Enter the required account details. For detailed guidanceĀ on how to provide information required for each account type, refer to SharePoint Online Account and SharePoint Online Application Account.
ClickĀ ValidateĀ to verify the account, if the account type supports validation.
ClickĀ ApplyĀ to complete the SharePoint online account configuration.
Enter additional information on this account in theĀ NotesĀ field of the Info tab. This will helpĀ youāand otherĀ usersāunderstand the purpose of the account, especially if there are multiple accounts of the same type.
Configuring SharePoint Online Accounts Using SnapLogic Manager
You can useĀ ManagerĀ to create accounts without associating them immediately with Pipelines.
Accounts in SnapLogic are associated with projects. You can use accounts created in other projects only if you have at least Read access to them.
In the left pane, browse to the project in which you want to create the account and clickĀ > AccountĀ >Ā SharePoint Online, followed by the appropriate account type.Ā TheĀ Create AccountĀ dialog associated with the selected account type is displayed.
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Repeat the steps numbered 3 through 5 in theĀ Creating an accountĀ section.Ā
Avoid updating credentials for accounts that are part of the Pipelines that are currently being executed. This may lead to unexpected results, including locking your account.
Snap Pack History
See Also
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