Configure a SharePoint uploader activity

  1. Add an activity to the map.

    By default, the Configuration tab is open in the properties panel of the activity.

  2. Change the default Name of the activity to something meaningful.
  3. On the Type list, select Microsoft > SharePoint uploader.
  4. Configure the following properties.
    SharePoint site

    The SharePoint site to retrieve the location of the SharePoint server and the TotalAgility Web Service URL.

    New document properties
    Source document

    The location of the source document to add to the SharePoint site. The location can be a dynamic variable (process or server) or a static value.

    If the source document is a document variable, specify the following:

    1. Select Specify file type. (Default: Clear)

      The supported file types appear on the Source file type list.

    2. On the Source file type list, select a file type to save the document in that format in the SharePoint site, such as BMP, CSV and TIFF. See the supported mime types.

    Target document URL

    The SharePoint location URL to upload the document. The URL can be a dynamic variable (process or server) or a static value.

    The Target document URL specified should be in the following format: <relativepath>/<documentname to be uploaded>

    The <relativepath> includes the document library along with any folders within. For example, if the file resides in a document library with URL as http://SharepointSitelocation/Shared Documents/filename.ext, the target document URL will be Shared Documents/filename.ext.

    Content type

    The document content type. The content type can be a dynamic variable (process or server) or a static value.

    The content type you specify must match a content type that is already defined for the Document Library in SharePoint. Otherwise, TotalAgility ignores the specified content type and uses the default content type defined for the library.

    Declare as record

    If selected, automatically uploads the document to the Record Center in the SharePoint.

    Once you declare that a document is a record, TotalAgility adds the document to the SharePoint Record Center.

    Note The Declare as record option is only available for a local SharePoint site.

    Document ID

    The variable (process or server) to automatically retrieve the document ID from SharePoint when the activity is completed.

    Note The Document ID is the unique SharePoint ID of the uploaded document. The ID is automatically updated with the variable value when the SharePoint uploader activity is completed.
  5. Click Save.
    Note If TotalAgility finds insufficient privileges, incorrect parameter values, or a mismatch between the selected location and the TotalAgility Web service, the item is not uploaded and the job is suspended at runtime. Error details appear in the event Log.