How to Configure a SharePoint Connection
By default, Oxygen XML Editor contains built-in data source drivers for SharePoint. Use this data source to create a connection to a SharePoint server that will be available in the Data Source Explorer view or SharePoint Browser view.
There are two types of possible SharePoint connections:
- SharePoint Online - A new implementation that uses the SharePoint REST API v.2 and it supports OAuth credentials (access tokens). If you need authentication, you must use this type of integration.
- SharePoint - The older implementation that was implemented using SharePoint Web Services (now deprecated) and it does NOT support OAuth credentials (access tokens).
SharePoint Online Connection
To configure a SharePoint connection, follow these steps:
- Open the Connection dialog
box using one of these methods:
- Select New SharePoint Online Connection from the Settings drop-down menu in the SharePoint Browser view (or using the quick action).
- Open the Preferences dialog box (Options > Preferences), go to Data Sources. Select SharePoint Online in the Data Sources pane and in the Connections pane, click the New button.
- Enter a unique name for the connection.
- Make sure SharePoint Online is selected in the Data Source combo box.
- Enter the Tenant URL for your SharePoint repository and click OK.
In the SharePoint Browser view, you can select your connection using the Site drop-down menu. Then select Log in with Microsoft account from the left pane (or user drop-down menu on the right side of the view) to open Microsoft's log in page in your default browser. Once authenticated, your repository content should be displayed in the view. If you have problems with the log-in process, see Troubleshooting SharePoint Online Connections.
Note: If you are still logged in when you close Oxygen XML Editor,
the authentication persists the next time the application is started. If, for some reason,
the authentication fails to recover the access token, an error is displayed in the
Results pane at the bottom of the application. If this happens, you
need to re-authenticate Oxygen XML Editor by
using the Log in with Microsoft account action.
SharePoint Connection (Older Version)
To configure a SharePoint connection, follow these steps:
- Open the
Connection dialog box using one of these methods:
- Select New SharePoint Connection from the Settings drop-down menu in the SharePoint Browser view (or using the quick action).
- Open the Preferences dialog box (Options > Preferences), go to Data Sources. Select SharePoint in the Data Sources pane and in the Connections pane, click the New button.
- Enter a unique name for the connection.
- Make sure SharePoint is selected in the Data Source combo box.
- Fill-in the connection details:
- Enter the SharePoint URL for your SharePoint repository.
- Set the server domain in the Domain field. If you are using a SharePoint 365 account, leave this field empty.
- Set the user name to access the SharePoint repository in the User field.
- Set the password to access the SharePoint repository in the Password field.
- Click OK.