Getting Started with Microsoft SharePoint

Liz Sanderson
Liz Sanderson
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Introduction

SharePoint is a web-based collaboration and document management platform created by Microsoft. SharePoint allows users to share files, data, news and resources through a ‘site’.

A SharePoint site is a website where users will find their organization's or team’s content. Site content is contained in document libraries and lists:

  • A document library is where documents (files and folders), and their associated metadata, are stored in SharePoint.
  • A list is a collection of tabular data stored in columns and rows. The rows are list items and the columns may be fields, properties or metadata.

FME provides several ways to interact with SharePoint document libraries and lists.

 

Working with SharePoint in FME

There are three main ways to work with SharePoint in FME that are described within this section. The method you choose depends on what you are needing to accomplish.

 

1. SharePoint List Reader/Writer

List Reader Writer
The SharePoint List Reader/Writer is intended to read from and write to lists, and supports several different types. It is not intended to read, import or write files stored in SharePoint.
In FME, each list is a feature type. Each row or item in a list is a feature and each column or field in the list is an attribute.

For more information, please see the Microsoft SharePoint List Reader/Writer documentation. Note that the SharePoint List Reader / Writer supports several authentication methods, but using a web connection is recommended, as it is the most secure and reusable.

The SharePoint List Reader/Writer uses the SharePoint API and therefore requires a different web service definition and web connection than the SharePointOnlineConnector. See Creating a SharePoint Web Connection

 

2. SharePoint Online Connector Transformer

Online Connector
The SharePointOnlineConnector is a transformer that lets you list, upload, download, and delete files or folders from a SharePoint Online site.

The SharePointOnlineConnector transformer uses the Microsoft Graph API and therefore requires a different web service definition and web connection to the SharePoint List Reader/Writer. Only a Web Connection (OAuth 2.0) can be used for the authentication method. See Creating a SharePoint Web Connection.

This functionality comes with the SharePoint Online package from FME Hub

 

3. SharePoint Online as a File System

SharePoint Web File System
FME also supports browsing SharePoint as if it were a file system. When adding a reader or writer, you can select a file from SharePoint: instead of 'Select File' choose 'Select File From Web' and then 'Browse Microsoft SharePoint'.

Browsing Microsoft SharePoint as a file system uses the Microsoft Graph API and therefore requires a different web service definition and web connection to the SharePoint List Reader/Writer. Only a Web Connection (OAuth 2.0) can be used for the authentication method. The same web service and connection defined for the SharePoint Online Connector can be used. 

This functionality comes with the SharePoint Online package from FME Hub. 
 

Creating a SharePoint Web Connection

Before you can use the SharePoint List Reader/Writer, SharePointOnlineConnector, or browse SharePoint as a file system, you need to configure a web service definition and create a web connection.

Depending on your FME product and SharePoint tenancy, you should follow one of the following articles:


If you experience issues connecting to SharePoint in FME, please review the Troubleshooting SharePoint Web Connections and Services article.

 

Tutorials

Below are some additional tutorials for working with SharePoint once you have successfully connected from FME.

 

Additional Resources

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