Configure Alternative Connector - SharePoint

Prev Next

The SharePoint connector integrates with a SharePoint Online site via Microsoft Graph API. This method requires an Azure app registration to authenticate and grant API permissions.

Note

  • The alternative connectors SharePoint is supported for both PTC Windchill and Siemens Teamcenter integrations.

  • The connector type selected depends on the PLM export mechanism and enterprise integration architecture, not on the PLM system itself.

Pre-requisite

Before configuration, register an application in Microsoft Entra ID (Azure AD) and grant Microsoft Graph API permissions.

Steps:

  1. Navigate to the PLM message and select Windchill_Source_SharePoint.
    A screenshot of a computer AI-generated content may be incorrect.

  2. Click Connector to open settings.
    A screenshot of a computer AI-generated content may be incorrect.

  3. You can set up the to a SharePoint site and the input, archive and error folders.

    Note

    Below are the required fields to configure the SharePoint site.

Field

Purpose

Tenant ID

Directory (tenant) ID of the Azure AD application used for Microsoft Graph permissions.

Drive Name

Name of the SharePoint drive connected to the root site. If unavailable, use Drive ID.

Drive ID

Unique identifier for a document library (subsite drive). Used when not connected directly to the root site.

Grant type

Selects the preferred authentication method. This determines whether username/password or client secret fields are displayed.

Client ID

Application (client) ID of the registered Azure AD app.

Consumer secret / Consumer secret reference

Provides client authentication. The behaviour depends on the Display secret parameter in Connectivity Studio settings:

  • Secret: Enter the client secret value.

  • Secret reference: Enter a reference to a centrally stored secret.

  • Both: Either field may be used.

Scope

Defines Microsoft Graph API permissions. Typical values include Files.ReadWrite.All, Sites.ReadWrite.All, User.Read, or .default (for all permissions).

File path

Specifies the folder path for connector files

Working path

Defines the read location for new XML files.

Archive path

Location where successfully imported files are moved.

Error path

Location where failed XML files are stored.