Register SharePoint Lists

You can register SharePoint lists or specific list views as mashable information sources in Presto only if the Presto Add-On for SharePoint is installed and configured by your Presto administrator. Administrators should see the Presto and SharePoint Administrators section for links to more information.

Note:

If the Presto Add-On for SharePoint is installed and configured, users can also register SharePoint lists as mashable information sources in Presto from SharePoint.

Once registered, you can then use information from SharePoint list mashables in mashups or apps.

1. Select Connect > SharePoint List in hte Presto Hub main menu.

Presto uses the mashable name to assign a unique identifer to mashables. Mashable names can contain characters from the character sets supported by the Presto Repository, numbers, spaces, tabs, line ends and these common symbols: _ ~ - * ' .

It is a good practice to name mashables based on their purpose, such as AccountsPayable, rather than on deployment or technical information. This will make it easier for other users to recognize and work with the mashable.

3. Choose the Connection for the SharePoint site that hosts the list you want to use as an information source.

Presto retrieves information for this SharePoint connection and retrieves the default credentials for this connection (in User Credentials).

Note:

If no SharePoint connections have been configured in Presto, this field has an error message. You cannot register mashables from SharePoint until a connection has been configured by a Presto administrator.

If the SharePoint connection you need to work with is not in this list, contact your Presto administrator.

4. If needed, click User Credentials for connection to change the credentials (username, password and domain) to use with this connection for this mashable. Click Update.

Important:

Updating these credentials creates or updates your Presto User Attributes for this SharePoint connection. This can affect how other mashups or mashables that work with SharePoint behave for you if they are configured to use the current user’s credentials.

The permissions for the credentials you use determine which SharePoint sites and lists are visible for registration. Based on configuration:

This may default to the credentials defined for the connection you have selected, also known as the service account.

Or you may be required to supply your credentials for this SharePoint connection.

Or the connection may disable the use of user credentials based on configuration and not allow updates.

To remove your credentials and return these to the default credentials for this SharePoint connection, click Remove. This also removes your Presto User Attributes for this SharePoint server.

If you update these credentials, Presto uses them to get new site and list information based on the permissions for your user account.

5. Choose the Site Name and the List Name for the list you want to use.

6. If desired, choose the specific View of this list that you want to use.

7. If needed, click Request Options to control which user credentials are used to access SharePoint when this mashable is run.

By default, the SharePoint credentials for the user who is running the mashable are used to access SharePoint. These credentials are defined as Presto User Attributes for each SharePoint server in the user's Presto Hub profile. See SharePoint Credentials for Mashables and Mashups for more information.

Bind now = set this option to always use the credentials you have supplied while registering this SharePoint list as a mashable.

Bind at runtime dynamically = this is set by default. With this option, access to SharePoint uses the credentials that users have added to their Presto Hub profile, rather than the credentials you are supplying to register this mashable.

8. Add metadata for this mashable, such as a description or category. For more information, see Descriptions, Providers, Categories and Tags for Artifacts external.

Presto registers the mashable and turns this mashable information source on (by default).

Grant permissions to run this mashable to other users and groups:

Choose the mashble-wide Service >> mashable name permissions section to grant run permissions to all operations. Or expand a specific Operation >> operation name section to grant run permissions for just that operation.

Click on a user or group in the Search result list to add them to the list of Principals with permissions.

To allow other users to work with this mashable, you must grant run permissions at a later time.

Note:

Some groups or users may already be listed as Principals with permissions. These users and groups have been defined by a Presto administrator to grant permission automatically. See Automatically Grant Run Permissions to Users and Groups for instructions.

You can open the artifact page for this new mashable to run the mashable, add views, take snapshots, create basic apps based on this mashable, edit the mashable, turn it off or grant permissions to other users to work with it.