Microsoft SharePoint Login Information window

Use this window to specify the Microsoft SharePoint login settings for export.

Note that Kofax Export Connector for Microsoft SharePoint can use the credentials of the currently logged-in Windows user for authenticating against Microsoft SharePoint (single sign on). This determines the sites, libraries, and content types available to the user during configuration and at runtime.

Site URL

Enter a fully qualified domain name. For more information, see your system administrator. Note that if this is a secure site, you will need to enter HTTPS:// instead of HTTP://.

Credentials of the current user

Takes advantage of single sign on and uses the credentials of user's current Windows login account.

Use OAuth authentication

Enables user authentication with OAuth. For details, see Use OAuth authentication.

Custom credentials

Use this option to log in with your Microsoft SharePoint account. To do so, you need to provide the following information.

User Name

Enter your Microsoft SharePoint user name.

Note that if this is the first time that you are logging on to this export connector, then the user name is blank. After a successful login, the export connector displays the last logged-in user name.

Password

Enter your Microsoft SharePoint password associated with the user name.

Domain

Enter the Microsoft SharePoint domain where the images will be exported and stored.

Note that the domain name is only used when a different Microsoft SharePoint domain is needed. If you are on the same domain as Microsoft SharePoint, you can leave this option blank.

ADFS

Enter the ADFS server name.

Realms

Enter the name of the Relying Party Trust identifier configured in ADFS.

Note that ADFS and Realms are required parameters if you want to use ADFS with SharePoint On-Premise.

If unable to log in during export, prompt for valid login information

Select this option to prompt for a user name and password when the export connector is not able to log on to Microsoft SharePoint at export time. Note the following:

  • If selected and there is a problem logging on to Microsoft SharePoint, the SharePoint Login Information window appears during export. You can then enter valid login data and click OK. However, if you click Cancel, the export fails. With Kofax Capture, the batch is routed to the Quality Control module.

  • If not selected and problems occur when logging on to Microsoft SharePoint, the SharePoint Login Information window does not appear during export. Export fails, and for Kofax Capture, the batch is routed to the Quality Control module.

Do not select this option if you plan to run Export as a service or if you plan to run the Export process during off-hours. The SharePoint Login Information window requires a user response, which requires operator intervention.