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Once you have created a connection to SharePoint, the following sections help you configure the connector so you can send and receive files.

Connector Configuration

This section contains all of the configurable connector properties.

Settings Tab

Configuration

See SharePoint Connection Setup for detailed instructions on how to create a connection to SharePoint.

Send Configuration

Settings related to uploading to the remote storage.
SettingDescription
Remote FolderFiles processed by the connector are uploaded to this folder. Hover over the field to display a list of supported macros.
OverwriteWhether to overwrite or skip existing files.

Receive Configuration

Settings related to downloading from the remote storage.
SettingDescription
Remote FolderThe remote folder from which files are downloaded. Use a comma-delimited list to specify multiple paths.
File MaskA glob pattern that determines which files in the Remote Path should be downloaded (for example, *.txt).
DeleteCheck this to delete successfully downloaded files from the remote storage.

Caching

Settings related to caching and comparing files between multiple downloads.
SettingDescription
File Size ComparisonCheck this to keep a record of downloaded file names and sizes. Previously downloaded files are skipped unless the file size is different than the last download.
Timestamp ComparisonCheck this to keep a record of downloaded file names and last-modified timestamps. Previously downloaded files are skipped unless the timestamp is different than the last download.

When you enable caching, the file names are case-insensitive. For example, the connector cannot distinguish between TEST.TXT and test.txt.

Advanced Tab

Advanced Settings

Settings not included in the previous categories.
SettingDescription
Recurse Remote SubdirectoriesWhether to download files in subfolders of the target remote path.
Chunked Upload ConfigurationWhether to upload large files in chunks using SharePoint upload sessions (required for files larger than 250MB).
Chunk SizeThe chunk size (in MB) for uploading large files. The minimum is 1MB and the default is 10MB.
Receive FilterA glob pattern filter to determine which files should be downloaded. You can use negative patterns to indicate files that should not be downloaded (for example, -*.tmp). Use this setting when you need multiple File Mask patterns. Multiple patterns can be separated by commas, with later filters taking priority except when an exact match is found.
Local File SchemeInstructs the connector to group files in the local folder according to the selected interval.
Processing DelayThe amount of time (in seconds) the connector waits before processing a file.

Miscellaneous

SettingDescription
TimeoutThe length of time (in seconds) the server waits for a connection response before throwing a timeout error.

Message

SettingDescription
Save to Sent FolderCheck this to copy files processed by the connector to the Sent folder for the connector.
Sent Folder SchemeInstructs the connector to group messages in the Sent folder according to the selected interval.

Logging

SettingDescription
Log LevelThe verbosity of logs generated by the connector. When you request support, set this to Debug.
Log Subfolder SchemeInstructs the connector to group files in the Logs folder according to the selected interval. The Weekly option instructs the connector to create a new subfolder each week.
Log MessagesCheck this to have the log entry for a processed file include a copy of the file itself.

Other Settings

SettingDescription
Other SettingsEnables you to configure hidden connector settings in a semicolon-separated list (for example, setting1=value1;setting2=value2). Normal connector use cases and functionality should not require the use of these settings.

Automation Tab

Automation Settings

Settings related to the automatic processing of files by the connector.
SettingDescription
SendWhether files arriving at the connector are automatically uploaded.
Retry IntervalThe amount of time before a failed upload is retried.
Max AttemptsThe maximum number of times the connector processes the input file. If set to 0, retries indefinitely.
ReceiveWhether the connector should automatically poll the remote download path for files to download.
IntervalThe interval between automatic download attempts.
Minutes Past the HourThe minutes offset for an hourly schedule. Only applicable when the interval is Hourly. For example, if this value is set to 5, the automation service downloads at 1:05, 2:05, 3:05, etc.
TimeThe time of day for the attempt. Only applicable when Daily, Weekly, or Monthly.
DayThe day for the attempt. Only applicable when Weekly or Monthly.
MinutesThe number of minutes to wait. Only applicable when Minute interval.
Cron ExpressionA five-position cron expression. Only applicable when Advanced interval.

Performance

SettingDescription
Max WorkersThe maximum number of worker threads consumed from the threadpool.
Max FilesThe maximum number of files sent by each thread.

Alerts Tab

SLAs Tab

Sending and Receiving

Send Files to SharePoint

To send files, set the Remote Folder in the Send Configuration portion of the Settings page to the folder where files should be uploaded. Each SharePoint connector uploads to a single folder location. Use the Overwrite remote files option to indicate whether files that already exist in the container should be overwritten or skipped. After configuration is complete, files placed in the connector Transactions tab are uploaded to the remote storage. If Send Automation is enabled, the upload happens automatically; otherwise, you can send individual files from the Transactions tab.

Receive Files from SharePoint

To receive files, set the Remote Folder in the Receive Configuration portion of the Settings page to the folder from where files should be downloaded. Use a comma-delimited list to specify multiple folders. Use the File Mask to set a glob filter (for example *.txt) that limits the downloads to files matching the filter. To specify multiple filters, use the Receive Filter option on the Advanced tab. Use Delete to specify whether successfully downloaded files should be removed from the remote storage.

Macros

MacroDescription
ConnectorIDThe Connector ID of the connector.
ExtThe file extension of the file (e.g., xml, csv).
FilenameThe original filename of the message.
FilenameNoExtThe original filename of the message, without the file extension.
MessageIdThe unique identifier assigned to the message.
RegexFilenameA filename derived from a regex on the original filename.
HeaderThe value from a message header, referenced by name.
LongDateThe current date/time in long format.
ShortDateThe current date/time in short format.
DateFormatThe current date/time in a custom format.
VaultThe value from a vault entry, referenced by name.