Application integration using SharePoint REST

Application integration using SharePoint REST

Relatics provides users with the ability to relate and manage all data relevant to a systems engineering model. In some situations, however, it might be preferred that data be stored and edited in Microsoft SharePoint. Therefore, it is possible to integrate Microsoft SharePoint with Relatics. If SharePoint is integrated with Relatics, you can relate externally managed documents to your elements. The Relatics interface keeps the documents up to date by automatically synchronizing them. Thus, even when other applications also store files for your project in SharePoint, you always have the current set of documents available in Relatics.

After integrating Microsoft SharePoint and connecting it to your workspace, you will be able to fill external type elements. These type elements allow users to access data from SharePoint directly in their workspace. This data is not permitted to be edited from within Relatics, but it will be synchronized. So changes made in SharePoint will be automatically visible in workspaces.

Prepare SharePoint client for Relatics*

  1. In the environment administration, click on Application authentications.
  2. Click on New key. This opens a dialog wherein you can configure the authentication client.
  3. In the field Name give the SharePoint client you are about to integrate a relevant name.
  4. In the field API select SharePoint Rest. The dialog will now update and show the fields to be filled out.
  5. In the field Client ID, provide the Client ID of SharePoint.
  6. In the field Client secret, provide the Client secret of SharePoint.
  7. In the field Tenant ID, provide the Tenant ID of SharePoint.
  8. In the field Environment, provide the environment of SharePoint (Example: company.sharepoint.com).
  9. Click on Create. Relatics will automatically check if the connection to the SharePoint you just integrated is working.

Give workspace access to SharePoint authentication client*

  1. In the environment administration, navigate to and click on the SharePoint access key containing the data you want to integrate into a workspace.
  2. Check if Status is set to enabled. If it is set to disabled, click on the icon, and in the following dialog, toggle Status to enabled. Press Update.
  3. Link the access key to the desired workspace by pressing the icon next to Workspaces with permission and selecting it from the dialog. Press Update.

Integrate Sharepoint client into workspace**

  1. Create a new external type element.
  2. Navigate to the  application integration tab on the left side of the workspace.
  3. Click on New access interface. This opens a dialog in which you can configure the SharePoint interface.
  4. In the field Name, give the SharePoint interface you are about to integrate a relevant name.
  5. In the field Type element, select the external type element you created in step 1.
  6. In de the field Type of external connection, select Dedicated.
  7. In the field Category, select DMS.
  8. In the field External service, select Microsoft SharePoint Online.
  9. In the field Access key, select the name of the SharePoint authentication client.
  10. In the field SharePoint site, provide the name of the SharePoint site.
  11. In the field SharePoint URL type, select the correct url type.
  12. In the field SharePoint lists, select the SharePoint folders you need.
  13. Click on Create.
* In the environment, the administration role of your user must be set to administrator to enable this feature.
** In the workspace, the user type of your user must be set to power user to enable this feature.
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