SharePoint

See Also

AS2, Twitter, VM Operations, Guest OS Operations, Services, Web Browser, Exchange, FTP, HTTP, MSMQ

Description

Microsoft SharePoint collaboration software is emerging as one of the more powerful tools for companies that need to design and implement enterprise-scale solutions to meet business-critical needs such as managing content, administering business processes and streamlining how people find and share information across the network. The SharePoint system is composed of a full range of applications and tools that allow document management, workflow design and collaboration, which helps teams stay connected and productive by providing easy access to the people, documents, and information that can help in decision making and getting work done.  

With the use of AutoMate's SharePoint activities, organizations have the power to automate the creation, management and implementation of SharePoint sites that are discoverable throughout the organization. By further streamlining and automating SharePoint processes, a company's resources can be allocated to other areas, which can lead to reduced costs and greater operational efficiency.

IMPORTANT: The SharePoint activities are performed using SharePoint Client Object Model/Web Services. Therefore, you must have SharePoint Server 2003/2007/2010 installed in order for these activities to work.

Action Category

SharePoint

Available Activities

The following table briefly describes the available activities for this action arranged in alphabetical order. Click the appropriate link for more details regarding each activity.

Activity
Description

SharePoint - Add List Item

Adds an item to an existing SharePoint list.

SharePoint - Add to Role (Permission Level)

Adds the user to the specified role definition.

SharePoint - Add User to Group

Adds a user to the specified group.

SharePoint - Check In

Checks in a document. Checking documents in and out allows users to obtain exclusive write access to a document, eliminating the need to merge changes from multiple authors.

SharePoint - Check Out

Checks out a document. Checking documents in and out allows users to obtain exclusive write access to a document, eliminating the need to merge changes from multiple authors. When a user checks a document out, that user is the only user who can save changes to the document. Other users can read the document, but they cannot make changes. The user who has the document checked out can update the document, and see the latest version of the document, but other users will not see the updates until the document has been checked back in.

If you want to make changes to a file that resides in a SharePoint library, the safest way to do it is to check the file out.

SharePoint - Copy File (Document)

Copies a file from the source URL to the destination URL.

SharePoint - Create Folder

Creates a folder in an existing document library.

SharePoint - Create Group

Creates a new group.

SharePoint - Create List

Creates a new list.

A SharePoint list is a collection of similar items. A list contains columns or fields that define the item data or metadata schema. Each item stored in a list shares the same schema.

Technically lists also include libraries, but libraries are often seen as separate from lists or at least specialized forms of lists. In lists items are defined by metadata or the columns of a list with documents being attached to that metadata. In a library a document is the item with library metadata supporting the document.

Lists in SharePoint resemble database tables in structure and behavior. Lists support various field or data types, and can have triggers that react to list events such as creating, updating or deleting items. In addition lists can be configured to filter, sort or group items based on item data or properties.

SharePoint - Create Role (Permission Level)

Creates a new role assignment in which to add items to.

SharePoint - Create Session

Creates a new SharePoint session in which to attach subsequent SharePoint related activities to. This allows multiple sessions to exist within the same task. To end a session, use the End Session activity.

SharePoint - Create Site

Creates a new SharePoint site. SharePoint sites are, functionally, ASP.NET 2.0 web applications that are served using IIS and a SQL Server database as a data storage back end. All site content data, such as items in document libraries and lists, are stored within an SQL database named by default as "WSS_Content_[ID]".

SharePoint - Delete File (Document)

Deletes an existing file or document in a SharePoint library.

SharePoint - Delete Folder

Deletes a folder in an existing document library.

SharePoint - Delete Group

Deletes an existing group.

SharePoint - Delete List

Deletes an existing list.

SharePoint - Delete Role (Permission Level)

Deletes an existing role.

SharePoint - Delete Site

Deletes an existing SharePoint site.

SharePoint - Discard Check Out

Discards an existing check out.

If you check out a file and make no changes to it, you can simply discard the checkout, rather than saving it. If your organization tracks versions, a new version is created each time you check a file back into the library. By discarding the checkout, you can avoid making new versions when you have not made any changes to the file.

In some cases, you might make changes that you do not want to keep. Rather than saving the file, you can discard the checkout and thereby lose the changes.

SharePoint - Download File (Document)

Downloads a file from a SharePoint library.

SharePoint - End Session

Ends a SharePoint session initially created with the use of the Create Session activity.

SharePoint - Get Files (Documents)

Retrieves files from a SharePoint library.

SharePoint - Get Folder(s)

Retrieves folders from a SharePoint library.

SharePoint - Get Groups

Retrieves available groups and populates a dataset with the results.

SharePoint - Get List Items

Retrieves list items and populates a dataset with the results.  

SharePoint - Get Lists

Retrieves available lists and populates a dataset with the results.

SharePoint - Get Roles (Permission Levels)

Retrieves available roles and populates a dataset with the results.

SharePoint - Get Sites

Retrieves available sites and populates a dataset with the results.

SharePoint - Get Users

Retrieves available users from the specified group and populates a dataset with the results.

SharePoint - Move File (Document)

Moves a file from the source URL to the destination URL.

SharePoint - Remove from Role (Permission Level)

Removes the specified user from the specified role definition.

SharePoint - Remove List Item

Removes an item from the specified list.

SharePoint - Remove User from Group

Removes the specified user from the specified group.

SharePoint - Rename Folder

Renames a folder from the specified SharePoint library.

SharePoint - Update Group

Updates information for the specified group.

SharePoint - Update List

Updates a list based on the specified field definitions and list properties.

SharePoint - Update List Item

Updates an item from the specified list.

SharePoint - Update Role (Permission Level)

Updates information for the specified role definition.

SharePoint - Update Site

Updates information for the specified site.

SharePoint - Upload File (Document)

Uploads a file to the specified site.

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