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SharePoint Send/Receive Configuration

Version 22.0.8473

SharePoint Send/Receive Configuration

Use the sections below to configure the features of the SharePoint connector.

Sending Files to SharePoint

When files reach the SharePoint connector in the flow, they appear on the Input tab of the connector settings. Follow these steps to instruct the connector to send these files to the configured SharePoint connection:

  1. On the Settings tab, in the Send Configuration section, enter the folder to send files to in the Remote Folder field. You can hover over the field to display a list of supported macros.

  2. Select or clear Overwrite remote files depending on your needs.

  3. Open the Automation tab and configure the Send settings:

    • Select the Send checkbox to allow the connector to automatically send files to SharePoint, or clear the checkbox to disable this feature. Note that, if this feature is disabled, you must manually instruct the connector to send files that appear in the Input tab.

    • Set the Retry Interval and Max Attempts fields according to your needs.

  4. (Optional) To configure the way that the connector saves copies of files sent to SharePoint, open the Advanced tab and set the fields in the Message section according to your needs.

  5. (Optional) If needed, set the values in the Advanced Settings section for Processing Delay and Timeout.

  6. Click Save Changes at the top of the connector configuration pane.

Receiving Files from SharePoint

When files are found in a specified SharePoint folder, the connector can download the files to the Output tab and send them down the CData Arc flow. Follow these steps to configure this feature:

  1. On the Settings tab in the Receive Configuration section, enter the folder to download files from in the Remote Folder field.

    • To use multiple folders, enter the name of each folder separated by a comma. For example, Folder1,Folder2.

    • To download files from all subfolders as well, open the Advanced tab and select Recurse remote subdirectories.

  2. In the File Mask field, you can enter a glob pattern that specifies which types of files to download from the specified folder. To download all file types, leave this as a single asterisk *.

    • For example, entering *.txt instructs the connector to only download files that end in .txt.

    • If you need to use multiple file masks, open the Advanced settings tab and enter them in the Receive Filter field.

  3. Select or clear Delete file after receiving depending on your needs.

  4. In the Caching section, select or clear the comparison options to avoid re-downloading files. Hover over each option for more information.

  5. Open the Automation tab and configure the Receive settings:

    • Select the Receive checkbox to allow the connector to automatically download files from SharePoint, or clear the checkbox to disable this feature. Note that, if this feature is disabled, you must manually instruct the connector to download files using the Output tab.

    • Set the Retry Interval and Minutes Past the Hour fields according to your needs.

  6. Click Save Changes at the top of the connector configuration pane.

Advanced Settings

These optional settings are related to advanced connector functions.

Performance

To override performance settings from the Profile tab for this connector, open the Automation tab and set the fields in the Performance section:

  • Max Workers The maximum number of worker threads that will be consumed from the threadpool to process files on this connector. If set, overrides the default setting from the Profile tab.
  • Max Files The maximum number of files that will be processed by the connector each time worker threads are assigned to the connector. If set, overrides the default setting from the Profile tab.

Logging

To configure the connector’s logging features, open the Advanced tab and set the fields in the Logging section:

  • Log Level Specifies the type of information to log in the connector’s Logs directory:
    • None — Does not create any logs.
    • Error — Creates logs only when the connector encounters an error.
    • Warning — Creates logs only when the connector issues a warning.
    • Info — Logs general information about the workflow, including any errors and warnings (if applicable).
    • Debug — Logs detailed debugging information for both successful and failed workflows.
    • Trace — Logs detailed trace information for both successful and failed workflows.

    Please note that Debug and Trace may log sensitive information including message contents and SSL certificates. Although connection properties (such as passwords) are masked, please review logs of this level for sensitive information before sharing them outside of your organization.

  • Log Subfolder Scheme Instructs the connector to group files in the Logs folder according to the selected interval. For example, the Weekly option instructs the connector to create a new subfolder each week and store all logs for the week in that folder. The blank setting tells the connector to save all logs directly in the Logs folder. For connectors that process many transactions, using subfolders can help keep logs organized and improve performance.
  • Log Messages A toggle that instructs the connector to save a copy of the most recent message in the Logs directory. Note that the connector only keeps one message per subfolder, and the connector overrides the previously-saved message when it runs again.

Miscellaneous

At the bottom at the Advanced tab, the Other Settings field allows configuration of hidden connector settings in a semicolon-separated list, like setting1=value1;setting2=value2. Normal connector use cases and functionality should not require use of these settings.