TIBCO ActiveMatrix BusinessWorks Plug-in for Microsoft SharePoint User s Guide

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TIBCO ActiveMatrix

BusinessWorks™ Plug-in for

Microsoft SharePoint

User’s Guide

Software Release 1.0 Feburary 2013

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Important Information

SOME TIBCO SOFTWARE EMBEDS OR BUNDLES OTHER TIBCO SOFTWARE. USE OF SUCH EMBEDDED OR BUNDLED TIBCO SOFTWARE IS SOLELY TO ENABLE THE FUNCTIONALITY (OR PROVIDE LIMITED ADD-ON FUNCTIONALITY) OF THE LICENSED TIBCO SOFTWARE. THE EMBEDDED OR BUNDLED SOFTWARE IS NOT LICENSED TO BE USED OR ACCESSED BY ANY OTHER TIBCO SOFTWARE OR FOR ANY OTHER PURPOSE.

USE OF TIBCO SOFTWARE AND THIS DOCUMENT IS SUBJECT TO THE TERMS AND CONDITIONS OF A LICENSE AGREEMENT FOUND IN EITHER A SEPARATELY EXECUTED SOFTWARE LICENSE AGREEMENT, OR, IF THERE IS NO SUCH SEPARATE AGREEMENT, THE CLICKWRAP END USER LICENSE AGREEMENT WHICH IS DISPLAYED DURING DOWNLOAD OR INSTALLATION OF THE SOFTWARE (AND WHICH IS DUPLICATED IN THE LICENSE FILE) OR IF THERE IS NO SUCH SOFTWARE LICENSE AGREEMENT OR CLICKWRAP END USER LICENSE AGREEMENT, THE LICENSE(S) LOCATED IN THE “LICENSE” FILE(S) OF THE SOFTWARE. USE OF THIS DOCUMENT IS SUBJECT TO THOSE TERMS AND CONDITIONS, AND YOUR USE HEREOF SHALL CONSTITUTE ACCEPTANCE OF AND AN AGREEMENT TO BE BOUND BY THE SAME. This document contains confidential information that is subject to U.S. and international copyright laws and treaties. No part of this document may be reproduced in any form without the written authorization of TIBCO Software Inc.

TIBCO, Two-Second Advantage, TIBCO, The Power of Now, TIBCO ActiveMatrix BusinessWorks, TIBCO Designer, TIBCO Administrator, TIBCO Rendezvous, TIBCO Runtime Agent, TIBCO Hawk, and TIBCO Enterprise Message Service are either registered trademarks or trademarks of TIBCO Software Inc. in the United States and/or other countries. EJB, J2EE, and all Java-based trademarks and logos are trademarks or registered trademarks of Sun Microsystems, Inc. in the U.S. and other countries.

All other product and company names and marks mentioned in this document are the property of their respective owners and are mentioned for identification purposes only.

THIS SOFTWARE MAY BE AVAILABLE ON MULTIPLE OPERATING SYSTEMS. HOWEVER, NOT ALL OPERATING SYSTEM PLATFORMS FOR A SPECIFIC SOFTWARE VERSION ARE RELEASED AT THE SAME TIME. SEE THE README FILE FOR THE AVAILABILITY OF THIS SOFTWARE VERSION ON A SPECIFIC OPERATING SYSTEM PLATFORM.

THIS DOCUMENT IS PROVIDED “AS IS” WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT.

THIS DOCUMENT COULD INCLUDE TECHNICAL INACCURACIES OR TYPOGRAPHICAL ERRORS. CHANGES ARE PERIODICALLY ADDED TO THE INFORMATION HEREIN; THESE CHANGES WILL BE INCORPORATED IN NEW EDITIONS OF THIS DOCUMENT. TIBCO SOFTWARE INC. MAY MAKE IMPROVEMENTS AND/OR CHANGES IN THE PRODUCT(S) AND/OR THE PROGRAM(S) DESCRIBED IN THIS DOCUMENT AT ANY TIME. THE CONTENTS OF THIS DOCUMENT MAY BE MODIFIED AND/OR QUALIFIED, DIRECTLY OR

INDIRECTLY, BY OTHER DOCUMENTATION WHICH ACCOMPANIES THIS SOFTWARE, INCLUDING BUT NOT LIMITED TO ANY RELEASE NOTES AND "READ ME" FILES.

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Figures

Figure 1 Get Metadata Tool . . . 7

Figure 2 SharePoint Plug-in Palette . . . 10

Figure 3 TIBCO Designer Start Screen . . . 51

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Tables

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Tables

Table 1 General Typographical Conventions . . . xiii

Table 2 SharePoint Get Metadata Tool. . . 6

Table 3 SharePoint Shared Connection Configuration . . . 11

Table 4 SharePoint Notification Listener Configuration. . . 16

Table 5 SharePoint Notification Listener Output . . . 17

Table 6 SharePoint Notification Listener Exceptions . . . 18

Table 7 SharePoint Add ListItem Configuration . . . 19

Table 8 SharePoint Add ListItem Input . . . 20

Table 9 SharePoint Add ListItem Output. . . 21

Table 10 SharePoint Add ListItem Exceptions . . . 22

Table 11 SharePoint Update ListItem Configuration . . . 23

Table 12 SharePoint Update ListItem Input . . . 24

Table 13 SharePoint Update ListItem Output . . . 25

Table 14 SharePoint Update ListItem Exceptions. . . 26

Table 15 SharePoint Delete ListItem Configuration . . . 27

Table 16 SharePoint Delete ListItem Input . . . 28

Table 17 SharePoint Delete ListItem Output. . . 28

Table 18 SharePoint Delete ListItem Exceptions . . . 29

Table 19 SharePoint Select ListItem Configuration . . . 30

Table 20 SharePoint Select ListItem Input . . . 32

Table 21 SharePoint Select ListItem Output . . . 32

Table 22 SharePoint Select ListItem Exceptions . . . 33

Table 23 SharePoint Query Configuration . . . 34

Table 24 SharePoint Query Input . . . 36

Table 25 SharePoint Query Output . . . 36

Table 26 SharePoint Query Exceptions . . . 37

Table 27 Input Guidelines . . . 38

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Tables

Table 29 Add JMS Configuration Information. . . 44

Table 30 JMS Destination Configuration . . . 46

Table 31 Event Handler Configuration . . . 47

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Preface

TIBCO ActiveMatrix BusinessWorks Plug-in for Microsoft SharePoint, integrated with TIBCO ActiveMatrix BusinessWorks, addresses the needs of the TIBCO ActiveMatrix BusinessWorks customer who wants a user-friendly way to make use of Microsoft SharePoint. It is assumed that you are familiar with the basic concepts of the TIBCO environment and Microsoft SharePoint.

Topics

• Related Documentation, page xii

• Typographical Conventions, page xiii

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TIBCO ActiveMatrix BusinessWorks Plug-in for Microsoft SharePoint

Documentation

The following documents form the TIBCO ActiveMatrix BusinessWorks Plug-in for Microsoft SharePoint documentation set:

• TIBCO ActiveMatrix BusinessWorks Plug-in for Microsoft SharePoint

Installation Read this manual for instructions on how to install and uninstall the plug-in.

• TIBCO ActiveMatrix BusinessWorks Plug-in for Microsoft SharePoint User’s Guide Read this manual for instructions on using the product.

• TIBCO ActiveMatrix BusinessWorks Plug-in for Microsoft SharePoint Release Notes Read the release notes for a list of new and changed features. This document also contains lists of known issues and closed issues for this release.

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Typographical Conventions

The following typographical conventions are used in this manual. Table 1 General Typographical Conventions

Convention Use

ENV_NAME TIBCO_HOME

SharePointPlugin_HOME

SharePointServer_HOME

TIBCO products are installed into an installation environment. A product installed into an installation environment does not access components in other installation environments. Incompatible products and multiple instances of the same product must be installed into different installation environments. An installation environment consists of the following properties:

• Name Identifies the installation environment. This name is referenced in documentation as ENV_NAME. On Microsoft Windows, the name is appended to the name of Windows services created by the installer and is a component of the path to the product shortcut in the Windows Start > All Programs menu.

• Path The folder into which the product is installed. This folder is referenced in documentation as TIBCO_HOME.

The product is installed into a directory within a TIBCO_HOME.

The Plug-in Installation installs the product in the directory is referenced in documentation as SharePointPlugin_HOME. The default value depends on the operating system. For example on Windows systems, the default value is

C:\tibco\bw\plugins\sharepoint.

The Server Installation installs the product in the directory is referenced in documentation as SharePointServer_HOME. The default value depends on the operating system. For example on Windows systems, the default value is

C:\tibco\bwpluginsharepoint\version.

code font Code font identifies commands, code examples, filenames, pathnames, and

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Typographical Conventions

bold code font _{Bold code font is used in the following ways:}

• In procedures, to indicate what a user types. For example: Type admin_.

• In large code samples, to indicate the parts of the sample that are of particular interest.

• In command syntax, to indicate the default parameter for a command. For example, if no parameter is specified, MyCommand is enabled:

MyCommand [enable | disable]

italic font Italic font is used in the following ways:

• To indicate a document title. For example: See TIBCO ActiveMatrix BusinessWorks Concepts.

• To introduce new terms For example: A portal page may contain several portlets. Portlets are mini-applications that run in a portal.

• To indicate a variable in a command or code syntax that you must replace. For example: MyCommandPathName

Key combinations Key name separated by a plus sign indicate keys pressed simultaneously. For example: Ctrl+C.

Key names separated by a comma and space indicate keys pressed one after the other. For example: Esc, Ctrl+Q.

The note icon indicates information that is of special interest or importance, for example, an additional action required only in certain circumstances.

The tip icon indicates an idea that could be useful, for example, a way to apply the information provided in the current section to achieve a specific result. Table 1 General Typographical Conventions (Cont’d)

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Preface

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Connecting with TIBCO Resources

How to Join TIBCOmmunity

TIBCOmmunity is an online destination for TIBCO customers, partners, and resident experts. It is a place to share and access the collective experience of the TIBCO

community. TIBCOmmunity offers forums, blogs, and access to a variety of resources. To register, go to http://www.tibcommunity.com.

How to Access TIBCO Documentation

You can access TIBCO documentation here:

http://docs.tibco.com

How to Contact TIBCO Support

For comments or problems with this manual or the software it addresses, contact TIBCO Support as follows:

• For an overview of TIBCO Support, and information about getting started with TIBCO Support, visit this site:

http://www.tibco.com/services/support

• If you already have a valid maintenance or support contract, visit this site:

https://support.tibco.com

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Chapter 1

Introduction

This chapter gives an overview of Microsoft SharePoint and TIBCO ActiveMatrix BusinessWorks Plug-in for Microsoft SharePoint.

Topics

• Overview of Microsoft SharePoint, page 2

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Chapter 1 Introduction

Overview of Microsoft SharePoint

Microsoft SharePoint is a business collaboration platform that offers efficiency and productivity for users to communicate across enterprises. It enables users to share information and expertise effectively regardless of location.

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Overview of the Plug-in

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Overview of the Plug-in

TIBCO BusinessWorks is an easy-to-use integration software that provides world-class integration technology in a rapidly deployable solution that manages the entire lifecycle of integration projects.

TIBCO ActiveMatrix BusinessWorks Plug-in for Microsoft SharePoint integrated with TIBCO BusinessWorks provides a user-friendly environment that allows you to add, update, delete, and query data in Microsoft SharePoint server. It also allows you to publish events and refresh data from external system.

• SharePoint Shared Connection shared resource can be reused for the SharePoint Get Metadata tool and different activities.

• The SharePoint Get Metadata tool allows you to retrieve Microsoft SharePoint metadata which will be used to configure various Microsoft SharePoint activities at design time.

• The SharePoint Notification Listener activity allows you to listen the events triggered in Microsoft SharePoint server, such as add, update, or delete a list item. The activity also allows you to work with other activities to fetch data and populate the custom list with the data from an external source.

• The SharePoint Add ListItem, SharePoint Delete ListItem, and SharePoint Update ListItem activities allow you to add, delete, and update list items in Microsoft SharePoint servers.

• The SharePoint Select ListItem activity allows you to use different query conditions to select list items that belong to a specific list type from the Microsoft SharePoint server.

• The SharePoint Query activity allows you to query list items across different Microsoft SharePoint lists and websites in a specific site collection.

• The Notification Configuration Management tool, which is deployed on a Microsoft SharePoint server after you install the Server Installation, is used to support the SharePoint Notification Listener activity. It allows you to configure JMS and destination information, set notification types, configure event handler, and refresh data information.

TIBCO ActiveMatrix BusinessWorks Plug-in for Microsoft SharePoint has three installation types: Plug-in Installation, Server Installation, and Customize Installation. See TIBCO ActiveMatrix BusinessWorks Plug-in for Microsoft SharePoint

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Chapter 2

SharePoint Get Metadata Tool

This chapter specifies how to use the SharePoint Get Metadata tool to retrieve Microsoft SharePoint metadata which is used to configure various activities at design time.

Topics

• Overview of SharePoint Get Metadata Tool, page 6

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Chapter 2 SharePoint Get Metadata Tool

Overview of SharePoint Get Metadata Tool

The SharePoint Get Metadata tool is deployed on your machine after installing TIBCO ActiveMatrix BusinessWorks Plug-in for Microsoft SharePoint. The SharePoint Get Metadata tool is used to retrieve Microsoft SharePoint metadata which is used to configure various activities at design time.

The SharePoint Get Metadata tool dialog includes the following GUI elements. The length of the web name, list name, and content type name defined in Microsoft SharePoint should be less than 200 characters and should not include special characters, such as *, ?, #, and so on. Otherwise, an error occurs when getting metadata.

Table 2 SharePoint Get Metadata Tool

GUI Element Description

SharePoint Connection (Required) Specifies a shared connection resource.

Click the button to open the Select A Resource dialog. All usable SharePoint Connection shared resources are listed in the dialog.

Web Name (Required) Specifies the site where metadata is saved.

Click the button to get all the available sites from the site collection which has been defined in the selected shared resource. Get Metadata Click this button to get metadata.

View Metadata Click this button to view metadata.

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Getting Metadata

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Getting Metadata

Before running any TIBCO Designer processes related to TIBCO ActiveMatrix BusinessWorks Plug-in for Microsoft SharePoint, you need to get metadata from a Microsoft SharePoint server and save it to your project.

To get metadata from a Microsoft SharePoint server, follow these steps: 1. Start TIBCO Designer.

2. Select Tools > SharePoint Tools > Get Metadata from the menu bar. The Get Metadata tool dialog is displayed, as shown in Figure 1.

Figure 1 Get Metadata Tool

3. Click the button besides the SharePoint Connection field to open the Select A Resource dialog.

4. Select a SharePoint shared resource in the Select A Resource dialog, and then click the OK button to save the configuration.

5. Click the GetWeb button besides the Web Name field to get available sites. 6. Click the Get Metadata button to get metadata from Microsoft SharePoint. 7. Click the Close button to exit.

8. Click the button on the toolbar to save the configuration.

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Chapter 3

SharePoint Palette

This chapter specifies the SharePoint palette, which includes a shared resource and several activities. After you go through this chapter, you will be familiar with the functions provided by TIBCO ActiveMatrix BusinessWorks Plug-in for Microsoft SharePoint.

Topics

• Palette Overview, page 10

• SharePoint Shared Connection, page 11

• SharePoint Notification Listener, page 15

• SharePoint Add ListItem, page 19

• SharePoint Update ListItem, page 23

• SharePoint Delete ListItem, page 27

• SharePoint Select ListItem, page 30

• SharePoint Query, page 34

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Chapter 3 SharePoint Palette

Palette Overview

The SharePoint palette is in the Palettes panel. This palette includes one shared resource and six activities, as shown in Figure 2.

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SharePoint Shared Connection

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SharePoint Shared Connection

Shared Resource

The SharePoint Shared Connection shared resource describes the connections among the plug-in, JMS server, and Microsoft SharePoint server. It can be reused for the SharePoint Get Metadata tool and different activities of TIBCO ActiveMatrix BusinessWorks Plug-in for Microsoft SharePoint.

Configuration

The Configuration tab contains the following fields. Table 3 SharePoint Shared Connection Configuration (Sheet 1 of 3)

Field Global _Var? Description

Name No (Required) The name of the resource. The default value is SharePoint Shared Connection.

Description No (Optional) A short description of the resource.

Click the button to add the description in the Description dialog. SharePoint Server Connection Configuration

SharePoint SiteCollection

Yes (Required) The URL address of the SharePoint site collection you want to access. It is the top-level website.

The address format should be consistent with the one set in Microsoft SharePoint server. For example, if the public URL set in Microsoft SharePoint server is an IP address, the value in the SharePoint Web Site Address should also use an IP address.

Note: Secure Sockets Layer (SSL) encryption is not supported in this release.

Authentication Method

No (Required) The supported Windows authentication methods which are used to validate the credentials of connecting users. BASIC and NTLM authentication

methods in ClassicModeAuthentication are supported.

Note: After you set the authentication method on the Microsoft SharePoint server in the central administration website, you can select the corresponding authentication method in the plug-in. Additionally, Claims BasedAuthentication is

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Runtime Username

Yes (Required) The runtime username that the plug-in activities will use to authenticate against and run.

The format is domainName\username. If you do not provide the domain name in this field, the name or address of the Microsoft SharePoint server will be used.

Runtime Password

Yes (Required) The runtime password that the plug-in activities will use to authenticate against and run.

Design-time Username

Yes (Required) The design-time username is used to fetch metadata using the SharePoint Get Metadata tool, and to retrieve a Destination topic in the SharePoint Notification Listener activity.

The format is domainName\username. If you do not provide the domain name in this field, the name or address of the Microsoft SharePoint server will be used.

Design-time Password

Yes (Required) The design-time password that is used when fetching metadata using the SharePoint Get Metadata tool.

JMS Server Connection Configuration

JMS Username Yes (Optional) The username used to access a JMS server. JMS Password Yes (Optional) The password used to access a JMS server. Auto-generated

JMS Client ID

No (Required) Specifies whether or not you want to automatically generate a client ID for the connection to a JMS server.

The automatically generated string is in GUID format.

If this field is not checked, then the value specified in the Client ID field is Table 3 SharePoint Shared Connection Configuration (Sheet 2 of 3)

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SharePoint Shared Connection

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Test SharePoint Connection Button

The Test SharePoint Connection button allows you to test whether the specified

configuration fields result in a valid connection to the Microsoft SharePoint server using the runtime and design-time credentials.

Get JMS Configuration Button

If you have configured the JMS configuration information using the Notification

Configuration Management tool which is installed on the Microsoft SharePoint server, the Get JMS Configuration button allows you to automatically retrieve the JMS configuration information from the Microsoft SharePoint server. See Notification Configuration Management on page 41 for details about this tool.

JMS Provider URL

Yes (Required) Specifies the URL to the JMS service provider. The general syntax is protocol://hostname:port. Take TIBCO Enterprise Message Service for an example, the URL is tcp://localhost:7222.

Use JNDI for Connection Factory

No (Required) Specifies whether or not you want to use JNDI (Java Naming and Directory Interface) to query the topic factory object from the JMS server. If checked, you need to configure JNDI Context URL, Topic Connection Factory, JNDI Username, and JNDI Password fields.

JNDI Context Factory

No (Required) The initial context factory class for accessing JNDI. The default context factory for TIBCO Enterprise Message Service is

com.tibco.tibjms.naming.TibjmsInitialContextFactory.

JNDI Context URL

Yes (Required) Specifies the URL to the JMS service provider. The general syntax is protocol://hostname:port. Take TIBCO Enterprise Message Service for example, the URL is tibjmsnaming://localhost:7222.

Topic Connection Factory

Yes (Required) The topic connection factory used to create connections for publish/subscribe messaging. The default value is TopicConnectionFactory. JNDI Username Yes (Optional) The username used to access the JMS server.

JNDI Password Yes (Optional) The password used to access the JMS server. Table 3 SharePoint Shared Connection Configuration (Sheet 3 of 3)

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Test JMS Connection Button

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SharePoint Notification Listener

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SharePoint Notification Listener

Activity

The SharePoint Notification Listener activity supports the following functions:

• Event Handling—the activity responds to the events triggered in Microsoft SharePoint servers. The event types supported in this activity include the added, updated, deleting, and deleted a list item.

To enable this function, you should use the Notification Configuration Management tool to bind the selected list to the event handler first. See documentation for

Notification Configuration Management for details.

• Refresh Data—the activity is triggered when using the TIBCORefreshData custom web

part in a Microsoft SharePoint custom list. After successfully installing the custom web part provided by TIBCO on the Microsoft SharePoint server, the Refresh Data From External Application button is displayed on the web page. The activity allows you to work with other activities to fetch data and populate the custom list with the data from an external source.

To enable this function, you should use the Notification Configuration Management tool to set the destination information and deploy the custom web part in the Microsoft SharePoint custom list.

See TIBCO ActiveMatrix BusinessWorks Plug-in for Microsoft SharePoint Installation for more details about how to deploy the custom web part.

When an add operation operates on the Microsoft SharePoint Picture library and Wiki Page library, or when you use the SharePoint Add ListItem activity to add the same list item to the Microsoft SharePoint Document list, the SharePoint Notification Listener activity will be triggered at least twice.

When you log on to the Microsoft SharePoint portal with Read-Only access and desire to use the TIBCORefreshData custom web part, the Refresh Data From External

Application button will be disabled. In order to use this web part and fetch the data from an external application, you should have Read-Write access privileges.

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Configuration

The Configuration tab contains the following fields. Table 4 SharePoint Notification Listener Configuration

Field Global

Var? Description

Name No (Required) The name of the activity in the process definition. The default value is SharePoint Notification Listener.

Description No (Optional) A short description of the activity.

Click the button to add the description in the Description dialog. SharePoint

Connection

No (Required) Specifies a shared connection resource.

Click the button to open the Select A Resource dialog. All usable SharePoint Connection shared resources are listed in the dialog. Select one to apply to your current activity.

Web Name No (Required) Specifies the target website. Click the button to get available websites from the site collection specified in the SharePoint shared resource.

List Name No (Required) Specifies the list that you want to operate on.

Click the button to get available lists from the site selected in the Web Name field.

Notification Type

No (Required) Specifies the notification type. There are two options:

• Event Handler—is used to capture events, such as add, update, deleting, and delete, triggered on Microsoft SharePoint lists.

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SharePoint Notification Listener

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Misc

The Misc tab allows you to configure features that are common to all process starters. See TIBCO ActiveMatrix BusinessWorks Process Design Guide for more information about this tab.

Output

The output for the activity is as follows. SharePoint

Event

No (Required) Specifies which event the activity responds to. This field only appears when the Event Handler notification type is selected.

There are five options:

• SelectAll—triggered when any events occur on a list in Microsoft SharePoint.

• ItemAdded—triggered when a new item is added to a list in Microsoft SharePoint.

• ItemDeleted—triggered when an existing item is deleted from a list in Microsoft SharePoint server.

• ItemDeleting—triggered when an existing item is about to be deleted from a list in Microsoft SharePoint server.

• ItemUpdated—triggered when an existing item in a Microsoft SharePoint list is updated.

Table 4 SharePoint Notification Listener Configuration (Cont’d)

Table 5 SharePoint Notification Listener Output

Output Item Data Type Description

EventType string The type of the event. Possible values are: Refresh Data, ItemAdded,

ItemUpdated, ItemDeleting, and ItemDeleted.

TriggerDateTime string The date and time when the event is triggered.

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Error Output

The Error Output tab lists the exception that can be thrown by this activity. CurrentUsername string The name of the user who initiated the event in Microsoft

SharePoint.

WebSiteID string The ID of the site to which the selected list belongs. WebSiteURL string The URL of the site to which the selected list belongs. ListID string The ID of the list to which the list item belongs. ListTitle string The title of the list to which the list item belongs. Event Handler Notification Type Only

ListItemID string The ID of the list item on which the event is triggered. ListItemDisplayName string The name of the list item on which the event is triggered. ListItemData N/A The attributes of the list item where the event occurs. It varies

with different content types. For the meaning of each attribute, refer to the documentation of Microsoft SharePoint.

Note: This field is not available for ItemDeleted event. Table 5 SharePoint Notification Listener Output (Cont’d)

Table 6 SharePoint Notification Listener Exceptions

Exception Cause

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SharePoint Add ListItem

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SharePoint Add ListItem

Activity

The SharePoint Add ListItem activity supports adding one or more list items to an existing Microsoft SharePoint list. This activity can also be used to create new folders and upload files to document libraries. Additionally, this activity supports batch operations, which means you can add multiple list items at a time. If you want to add data collection to the Microsoft SharePoint list in batch, you can use the For-Each statement to map the data

collection to the input fields in the SharePoint Add ListItem activity.

Supported functionality of the activity is determined by the list and the content type selected at design time.

Configuration

The Configuration tab contains the following fields.

The SharePoint Add ListItem activity does not support adding a file to the Meeting workspace library in Microsoft SharePoint.

Table 7 SharePoint Add ListItem Configuration

Field Global

Var? Description

Name No (Required) The name of the activity in the process definition. The default value is

SharePoint Add ListItem.

Connection

Web Name No (Required) Specifies the target site. Click the button to get available sites from the site collection specified in the SharePoint shared resource.

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Input

The required input of the activity varies with the configurations you have made in the Configuration tab. Table 8 specifies the possible input of the activity.

Content Type No (Required) Specifies the content type used to define the list item. Click the button to get available content types of the selected list. Timeout (sec) Yes (Required) Specifies how long the plug-in waits for the process to execute the

add operation. The default value is 120 seconds.

Note: The add operation may either fail or succeed if it times out when started at runtime. The result is undefined. TIBCO recommends that you provide enough time for the add operation to execute.

Table 7 SharePoint Add ListItem Configuration (Cont’d)

Table 8 SharePoint Add ListItem Input

Input Item Data Type Description

RootFolder string The folder used to store the new list item in the SharePoint server. The string format should be either the absolute path like http://host:port /sites/web/LibraryName/folderpath/ or the relative path to the list like

/parent-Folder/folder.

If you leave this field empty, the root folder is used as the default storage.

Note: Make sure that the folder provided exists in the Microsoft SharePoint list.

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SharePoint Add ListItem

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Output

The output for the activity is as follows.

LocalFileLocation string The complete path of the source file.

Note: You must specify a value either in this field or in the

FileContent field. And make sure that the size of the file is less than 25M.

FileContent binary The binary content of a file, which is transferred from a previous activity in a process.

Note: The size of the file should be less than 25M.

OverwriteExistFile boolean Specifies whether you want to overwrite the existing file or not. The value 1 indicates the existing file will be overwritten. The value 0

indicates the existing file will not be overwritten and a failure will be returned.

If you leave the field empty, the value 1 will be the default value. Table 8 SharePoint Add ListItem Input (Cont’d)

Table 9 SharePoint Add ListItem Output

Success boolean This property indicates the status of the operations on all list items. If no error occurs when adding all list items, the status true

is returned. Result

Success boolean This property indicates the status of the operation on the list item. If no error occurs when adding the list item, the status true is

returned.

ErrorMessage string If an error occurs, the error message is returned.

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Error Output

The Error Output tab lists the exceptions that can be thrown by this activity. Table 10 SharePoint Add ListItem Exceptions

Exception Cause

SharePointPluginException Occurs when the plug-in has internal errors.

SharePointRemoteException Occurs when the Microsoft SharePoint server encounters errors with processing a request from the plug-in.

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SharePoint Update ListItem

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SharePoint Update ListItem

Activity

The SharePoint Update ListItem activity supports updating one or more list items in a specific Microsoft SharePoint list. Additionally, this activity supports batch operations, which means you can update multiple list items at a time. You can use the For-Each

statement to map the collection of list items to the current activity.

The activity only supports using the list item ID to update list items. If you want to use other query conditions, you need to use the SharePoint Select ListItem activity to select the list item first, and then use the SharePoint Update ListItem activity to update the list item.

Configuration

The configuration tab contains the following fields.

The SharePoint Updated ListItem activity does not support batch operations when you upload a document. And it does not support uploading a file to the Meeting workspace library in Microsoft SharePoint.

Table 11 SharePoint Update ListItem Configuration

Field Global

Var? Description

Name No (Required) The name of the activity in the process definition. The default value is SharePoint Update ListItem.

Connection

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Input

Content Type No (Required) Specifies the content type used to define the list item. Click the button to get available content types of the selected list. Note: The list item that you want to update, which is specified in the Input tab, should have the same content type selected as in this dropdown list. If the content type is mismatched, the plug-in will not report errors, but you will get an unexpected result.

Upload Document No (Required) Specifies whether to upload a document or not.

Timeout (sec) Yes (Required) Specifies how long the plug-in waits for the process to execute the update operation. The default value is 120 seconds.

Note: The update operation may either fail or succeed if it times out when started at runtime. The result is undefined. TIBCO recommends that you provide enough time for the update operation to execute.

Table 11 SharePoint Update ListItem Configuration

Table 12 SharePoint Update ListItem Input

Item N/A The attributes of the new item. It varies with different content types. Refer to Input Guidelines on page 38 for details about how to provide a valid input.

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SharePoint Update ListItem

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Output

Error Output

The Error Output tab lists the exceptions that can be thrown by this activity.

FileContent binary The binary content of a file, which is transferred from a previous activity in a process.

Note: The size of the file should be less than 25M. Table 12 SharePoint Update ListItem Input (Cont’d)

Table 13 SharePoint Update ListItem Output

Success boolean This property indicates the status of the operations on all list items. If no error occurs when updating all list items, the status

true is returned.

Result

Success boolean This property indicates the status of the operation on the list item. If no error occurs when updating the list item, the status true is

returned.

ErrorMessage string If an error occurs, the error message is returned.

Item N/A The output of each attribute of the new item. It varies with different content types. For the meaning of each attribute, refer to the documentation of Microsoft SharePoint.

Table 14 SharePoint Update ListItem Exceptions

Exception Cause

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SharePoint Delete ListItem

Activity

The SharePoint Delete ListItem activity supports deleting one or more list items from Microsoft SharePoint lists. The activity only supports using the list item ID to delete list items. If you want to use other query conditions, you need to use the SharePoint Select ListItem activity to select the list item first, and then use the SharePoint Delete ListItem activity to delete the list item.

Additionally, this activity supports batch operations, which means you can delete multiple list items at a time. You can input all the IDs of the list items that you want to delete in the activity. If the amount of list items are unknown, you can use the For-Each statement to map

the ID collection to the current activity.

Configuration

The Configuration tab contains the following fields. Table 15 SharePoint Delete ListItem Configuration

Name No (Required) The name of the activity in the process definition. The default value is SharePoint Delete ListItem.

Connection

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Input

The input for the activity is as follows.

Output

Timeout (sec) Yes (Required) Specifies how long the plug-in waits for the process to execute the delete operation. The default value is 120 seconds.

Note: The delete operation may either fail or succeed if it times out when started at runtime. The result is undefined. TIBCO recommends that you provide enough time for the delete operation to execute.

Table 15 SharePoint Delete ListItem Configuration (Cont’d)

Table 16 SharePoint Delete ListItem Input

ID integer The list item ID.

Table 17 SharePoint Delete ListItem Output

Success boolean This property indicates the status of the operations on all list items. If no error occurs when deleting all list items, the status true

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Error Output

The Error Output tab lists the exceptions that can be thrown by this activity. Table 18 SharePoint Delete ListItem Exceptions

Exception Cause

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SharePoint Select ListItem

Activity

The SharePoint Select ListItem activity supports selecting list items from a specific Microsoft SharePoint list using different query conditions. Additionally, this activity provides support for paging. This feature is always used when the queried list items are large. You can use this feature to define the maximum number of list items that the activity gets from the Microsoft SharePoint list each time, and then use the group to query all the list

items iteratively. Refer to TIBCO ActiveMatrix BusinessWorks Process Design Guide for details about the group.

The SharePoint Select ListItem activity is always used with the SharePoint Update ListItem activity and the SharePoint Delete ListItem activity. The purpose of the SharePoint Select ListItem activity is to serve as a helper for the update and delete operations when you do not know the ID of the item that you want to update or delete. The SharePoint Select ListItem activity can also be used to look up the format of the input value when you use SharePoint Add ListItem and SharePoint Update ListItem activities to add or update list items.

Configuration

The configuration tab contains the following fields.

This activity does not support selecting list items across different SharePoint lists and selecting list item using content types. To select list items across different Microsoft SharePoint lists, you can use the SharePoint Query activity.

Table 19 SharePoint Select ListItem Configuration

Field Global

Var? Description

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Web Name No (Required) Specifies the target website. Click the button to get available websites from the site collection specified in the SharePoint shared resource.

Click the button to get available lists from the website selected in the Web Name field.

CAML Source No (Required) Specifies the query schema of Collaborative Application Markup Language (CAML).There are two options to input query parameters:

• Simple CAML—supports the Contains and Eq queries. After you provide values for the list item in the Input tab, the activity uses the non-empty values to do the searching.

If the input is Text, Note, URL, Choice, or MultiChoice data type, the query will be generated as a Contains query. Others will be generated as an Eq query.

• Input CAML—supports inputting a CAML query directly in the CAMLText field in the input tab. The root node of the query must be

Query.

Note: CAML is an XML-based language that is used in Microsoft SharePoint Foundation to define the fields and views that are used in sites and lists. See http://msdn.microsoft.com/en-us/library/ms426449.aspx for details about CAML.

Page Size Yes (Required) Specifies the maximum numbers of list items that can be queried at once. The default value is 0 which returns all the results. The

recommended value is between 100 and 5000.

Timeout (sec) Yes (Required) Specifies how long the plug-in waits for the process to execute the select operation. The default value is 120 seconds.

Note: The select operation will fail if it times out when started at runtime. TIBCO recommends that you provide enough time for the select operation to execute.

Table 19 SharePoint Select ListItem Configuration (Cont’d)

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Input

Output

The output for the activity is as follows. Table 20 SharePoint Select ListItem Input

Input Item Data

Type Description

Page string The page parameter returned by Microsoft SharePoint in the last selection operation. You can use this field to enable the paging feature. This feature is used to define the maximum number of list items that the activity gets from the Microsoft SharePoint list each time. You can use the group to query all the list items iteratively.

FieldValues N/A The attributes of the selected item. It varies depending on the list. Refer to Input Guidelines on page 38 for details about how to provide a valid input.

Note: When the activity using the recipient field to select a list item,

the activity only supports inputting a single value in this field each time.

CAMLText string The CAML query. You can manually type in a query or you can use the generated query from the previous activity in the current process.

Note: The root node of the CAML query must be Query.

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Error Output

The Error Output tab lists the exceptions that can be thrown by this activity. Results—include all the items that match the query condition.

Item N/A The attributes of the queried item. It varies depending on different content type. For the meaning of each attribute, refer to the documentation of Microsoft SharePoint.

Table 21 SharePoint Select ListItem Output (Cont’d)

Table 22 SharePoint Select ListItem Exceptions

Exception Cause

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SharePoint Query

Activity

The SharePoint Query activity supports querying list items across different Microsoft SharePoint lists and websites in a specific site collection.

Configuration

The Configuration tab contains the following fields. Table 23 SharePoint Query Configuration

Name No (Required) The name of the activity in the process definition. The default value is SharePoint Query.

Connection

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List Template No (Required) Specifies the list which will be used as a template to generate CAML query.

Note: The query scope is not limited to the list you selected in this field.

CAML Source No (Required) Specifies the query schema of Collaborative Application Markup Language (CAML).There are two options to input query parameters: • Simple CAML—supports the Contains and Eq queries. After you provide

values for the input parameters in the Input tab, the activity uses the non-empty values to do the searching.

If the input value is Text, Note, URL, Choice, or MultiChoice data type, the query will be generated as a Contains query. Others will be generated as an Eq query. See Input Guidelines on page 38 for details about these Microsoft SharePoint data types.

• Input CAML—supports inputting a CAML query directly in the CAMLText field in the input tab. The root node of the query must be

Where.

Max Size No (Required) Specifies the maximum numbers of list items that will be returned by the query. The default value is 2000.

Note: If there are a large number of records that match the query condition, you can use this property to limit the total numbers of list items that will be returned by the query.

Timeout (sec) Yes (Required) Specifies how long the plug-in waits for the process to execute the query operation. The default value is 120 seconds.

Note: The query operation will fail if it times out when started at runtime. TIBCO recommends that you provide enough time for the query operation to execute.

Table 23 SharePoint Query Configuration (Cont’d)

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Input

The required input of the activity varies with the configuration you have made in the Configuration tab. Table 20 specifies the possible input of the activity.

Output

The output for the activity is as follows. Table 24 SharePoint Query Input

Input Item Data

Type Description

FieldValues N/A The attributes of the selected item. It varies with different list types. Refer to Input Guidelines on page 38 for details about how to provide a valid input.

CAMLText string The CAML query. You can manually type in a query or you can use the generated query from the previous activity in the current process.

Note: The root node of the CAML query must be Where.

Table 25 SharePoint Query Output

ResultCount integer The number of results returned by the query. QueryScope string The scope that the query operation covers.

QueryMode string The mode of the query. The possible values are SimpleCAML and

InputCAML.

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Error Output

The Error Output tab lists the exceptions that can be thrown by this activity. Table 26 SharePoint Query Exceptions

Exception Cause

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Input Guidelines

In order to provide a valid value for the list item attributes, Table 27 specifies a data type in Microsoft SharePoint and its corresponding data type in the plug-in. The table also provides an example for each data type to give you a better understanding of the input format.

Table 27 Input Guidelines (Sheet 1 of 2)

Data Type in Microsoft SharePoint

Data Type

in Plug-in Description Example

Text string Specifies a single line of text. "abc"

Note string Specifies a field that can contain

multiple lines of text.

"abc"

Number double Specifies floating point numbers.

Number (1, 1.0, 100)

123.1

integer integer Specifies integer number. 123

Currency double Specifies currency values formatted

based on a specific locale.

123.45

DateTime DateTime Specifies date and time values. 2013-01-16T16:44:20Z

Lookup string Specifies references to values in

other lists.

"1"

boolean boolean Specifies boolean values that are

stored in the database as 1 or 0.

0

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Input Guidelines

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Choice string Specifies a predetermined set of

values that can be used to enter data into the field.

"choice"

MultiChoice string Specifies multiple values per list item.

"choice1;#choice2;#"

LookupMulti string Specifies multiple lookups. "1;#2;#3;#"

AllDayEvent boolean Specifies an all day event. 0 or 1

Attachments Not Supported N/A N/A

Computed string Specifies an abstract field type that depends on other fields for its content and definition.

"abc"

ContentTypeId string Specifies a content type ID. "0x0102"

Counter integer Specifies an integer used for

internal ID fields.

123

CrossProjectLink string Specifies a link between projects in a Meetings Workspace site.

"1"

File string Specifies files. "abc.ext"

GridChoice Not Supported N/A N/A

Guid string Specifies GUIDs. "28c7d0fa-c3da-4b71-9

eaf-471bc42edf47"

MaxItems integer Specifies the maximum number of

items.

1000

ModStat Not Supported N/A N/A

Recurrence Not Supported N/A N/A

UserMulti string Specifies multiple of users of a

SharePoint site.

"1;#name1;#2;#name2" Table 27 Input Guidelines (Sheet 2 of 2)

Data Type in Microsoft SharePoint

Data Type

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Chapter 4

Notification Configuration Management

This chapter gives an overview of the Notification Configuration Management tool and specifies how to use this tool to configure JMS and destination information, bind or unbind event handlers with Microsoft SharePoint lists.

Topics

• Overview of the Notification Configuration Management Tool, page 42

• JMS Configuration, page 43

• JMS Destination Configuration, page 46

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Chapter 4 Notification Configuration Management

Overview of the Notification Configuration Management Tool

The SharePoint Notification Configuration Management tool is deployed on a Microsoft SharePoint server when you install the Server Installation of TIBCO ActiveMatrix BusinessWorks Plug-in for Microsoft SharePoint. This tool is used to configure JMS connection and destination information, set notification types, and bind or unbind event handlers with Microsoft SharePoint lists.

The tool is used to support the SharePoint Notification Listener activity in the plug-in at runtime.

This tool includes three tabs: • JMS Configuration, page 43

• JMS Destination Configuration, page 46

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JMS Configuration

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JMS Configuration

In the JMS Configuration tab, you can add, modify, or delete the JMS connection information. After configuring the JMS connection information, you can configure the JMS destination and the event handler.

The JMS Configuration tab contains the following GUI elements. Table 28 JMS Configuration

Add Click this button to add a new JMS connection. SeeAdd JMS Configuration Information for details.

Modify Click this button to update the existing JMS connection. After you click this button, the Modify JMS Configuration Information dialog is displayed. You can update the JMS information and then click the Modify button to save the configuration.

See Add JMS Configuration Information for details about the description for each field in the Modify JMS Configuration Information dialog.

Note: You need to select an entry in the table before modifying the JMS configuration.

Delete Click this button to delete the existing JMS connection after you select the entry in the table.

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Add JMS Configuration Information

The Add JMS Configuration Information dialog contains the following GUI elements. Table 29 Add JMS Configuration Information

SharePoint Web Applications

(Required) Specifies the web application.

Note: All the web applications created on the Microsoft SharePoint server are displayed in this dropdown list.

SharePoint Site Collection

(Required) Specifies the site collection. If you select the Select All item, the configured JMS information will be applied to all site collections in the selected web application. JMS Username (Optional) The username used to access a JMS server.

JMS Password (Optional) The password used to access a JMS server.

Client ID (Optional) The client ID of the JMS connection. Each connection must use a unique Client ID.

JMS Provider URL

(Required) Specifies the URL to the JMS service provider. The general syntax is

protocol://hostname:port. Take TIBCO Enterprise Message Service for an example, the URL is tcp://localhost:7222.

Auto-generated JMS Client ID

(Required) Specifies whether or not you want to automatically generate a client ID for the connection to a JMS server.

The automatically generated string is in GUID format.

If this field is not checked, then the value specified in the Client ID field is used for the connection. If no value is specified in the Client ID field, then no client ID is set. If the value specified in the Client ID field is already in use, an error occurs.

Use JNDI for Connection

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JMS Configuration

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JNDI Context URL

(Required) Specifies the URL to the JMS service provider. The general syntax is

protocol://hostname:port. Take TIBCO Enterprise Message Service for an example, the URL istibjmsnaming://localhost:7222.

JNDI Username (Optional) The username used to access a JNDI server. JNDI Password (Optional) The username used to access a JNDI server. Save Click this button to save the configuration.

Cancel Click this button to exit the current configuration. Table 29 Add JMS Configuration Information (Cont’d)

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JMS Destination Configuration

In the JMS Destination Configuration tab, you can configure the notification type and set JMS destinations.

The JMS Destination Configuration tab contains the following GUI elements.

Before configuring JMS destinations, you need to select one JMS connection entry in the JMS Configuration tab.

Table 30 JMS Destination Configuration

This field is not configurable. The value is taken from the JMS Configuration tab.

SharePoint Site Collection

Web Name (Required) Specifies the target website in the site collection. List Name (Required) Specifies the list that you want to monitor.

Notification Type (Required) Specifies the notification type. There are two options:

• Event Handler—captures the event triggered on the monitored Microsoft SharePoint list.

• Refresh Data—refresh the data, generated from an external application, in a Microsoft SharePoint custom list representation.

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Event Handler Configuration

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Event Handler Configuration

In the Event Handler Configuration tab, you can bind or unbind the event handler with one or more Microsoft SharePoint lists.

The Event Handler Configuration tab contains the following GUI elements.

Before configuring event handlers, you need to select one JMS connection entry in the JMS Configuration tab and specify the JMS destination topic name in the JMS Destination Configuration tab.

Table 31 Event Handler Configuration

SharePoint Site Collections

Web Name (Required) Specifies the target website in the site collection. List Name (Required) Specifies the list that you want to monitor. Event Type (Required) Specifies the event type. There are five options:

• Select All—the event handler is triggered when any events occur on the list you have specified.

• ItemAdded—the event handler is triggered when a new list item is added to the list you have specified.

• ItemUpdated—the event handler is triggered when an existing list item is updated from the list you have specified.

• ItemDeleting—the event handler is triggered when an existing list item is about to be deleted from the list you have specified.

• ItemDeleted—the event handler is triggered when an existing list item is deleted from the list you have specified.

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Unregister Click this button to unbind the event handler from the selected lists. If you select the Select All item in the List Name dropdown list, the event handler will unbind from all the lists after clicking this button.

Table 31 Event Handler Configuration (Cont’d)

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Chapter 5

Getting Started

This chapter specifies the basic steps that are required to configure and run TIBCO ActiveMatrix BusinessWorks Plug-in for Microsoft SharePoint in TIBCO Designer.

Topics

• Overview, page 50

• Creating a Project, page 51

• Configuring SharePoint Shared Connection, page 53

• Getting Metadata from Microsoft SharePoint Server, page 54

• Creating a Process, page 55

• Adding Activities to a Process, page 56

• Testing a Process, page 57

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Chapter 5 Getting Started

Overview

TIBCO ActiveMatrix BusinessWorks is a scalable, extensible, and easy to use integration platform that allows you to develop and test integration projects. TIBCO ActiveMatrix BusinessWorks includes a graphical user interface, TIBCO Designer for defining business processes, and an engine that executes the processes.

For detailed information about how to configure processes, see TIBCO Designer documentation, which can be accessed from the Help > Designer Help menu option in TIBCO Designer.

A typical configuration session contains the following steps: 1. Creating a Project, page 51

2. Configuring SharePoint Shared Connection, page 53

3. Getting Metadata from Microsoft SharePoint Server, page 54

4. Creating a Process, page 55

5. Adding Activities to a Process, page 56

6. Testing a Process, page 57

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Creating a Project

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Creating a Project

The TIBCO Designer GUI is used to configure the plug-in. When starting TIBCO Designer, you must create or select a project. A project contains the configuration files that define options used during runtime.

To create a project, complete the following steps: 1. Start TIBCO Designer.

Execute one of the following platform-specific commands to open the TIBCO Designer window:

— On Microsoft Windows

Click Start > All Programs > TIBCO > TIBCO Designer version_number > TIBCO Designer.

Or

From a command window, run TIBCO_HOME\designer\version_number\bin\designer.exe.

— On UNIX

From a command window, run TIBCO_HOME/designer/version_number/bin/designer.

2. Click the New Empty Project button in the TIBCO Designer dialog, as shown in

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3. Click the button in the Multi-File Project tab. Navigate to the location where you intend to save the project and specify a name for the project. Click the OK button to continue, as shown in Figure 4.

Figure 4 TIBCO Designer Save Project Screen

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Configuring SharePoint Shared Connection

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Configuring SharePoint Shared Connection

After creating the project, you need to add a SharePoint Shared Connection shared resource and configure it to set up the connections among the plug-in, JMS server, and Microsoft SharePoint server.

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Getting Metadata from Microsoft SharePoint Server

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Creating a Process

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Creating a Process

After getting the metadata in the TIBCO Designer window, you need to create a process to deal with certain workflows.

To create a process, complete the following steps: 1. Select the root directory in the project panel.

2. Expand the Process palette in the palette panel and drag the Process Definition icon into the design panel.

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Adding Activities to a Process

After creating the process, you can add the plug-in activities to it. To add an activity to the process, complete the following steps:

1. Click the process that was previously created in Creating a Process on page 55. The Start and End activities appear in the design panel.

2. Expand the SharePoint palette in the palette panel and drag one or more activities to the design panel. You can also add activities from other palettes to the process, for example, File activities.

3. Create transitions between activities in the design panel.

4. Configure each activity in the process. For configuration information, see SharePoint Palette on page 9.

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Testing a Process

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Testing a Process

After creating and configuring the process, you can test it in TIBCO Designer. This allows you to check if the process works properly before you deploy it. See TIBCO

TIBCO ActiveMatrix BusinessWorks Plug-in for Microsoft SharePoint User s Guide

TIBCO ActiveMatrix

BusinessWorks™ Plug-in for

Microsoft SharePoint

User’s Guide

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Contents

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Figures

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Tables

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Preface

Topics

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Related Documentation

TIBCO ActiveMatrix BusinessWorks Plug-in for Microsoft SharePoint

Documentation

Other TIBCO Product Documentation

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Typographical Conventions

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Connecting with TIBCO Resources

How to Join TIBCOmmunity

How to Access TIBCO Documentation

How to Contact TIBCO Support

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Chapter 1

Introduction

Topics

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Overview of Microsoft SharePoint

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Overview of the Plug-in

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Chapter 2

SharePoint Get Metadata Tool

Topics

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Overview of SharePoint Get Metadata Tool

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Getting Metadata

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Chapter 3

SharePoint Palette

Topics

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Palette Overview

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SharePoint Shared Connection

Configuration

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SharePoint Notification Listener

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Configuration

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Misc

Output

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Error Output

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SharePoint Add ListItem

Configuration

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Input

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Output

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Error Output

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SharePoint Update ListItem

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