SharePoint Files Input Output

Dear all,

we are trying to use a workflow with SharePoint Input / Output Files. In essence our workflows read/upload yxdb/csv in a MS Teams site (Sharepoint accessible). The workflow works perfectly in Designer, using the option "Sign in via internet browser".

However when we upload the workflow in the Gallery (it validate correctly) it fails to run providing the error "Failed to authenticate".

We have also a service account with access to the MS Teams files that we use to upload the workflow and also on this account it fails (in this way everybody in the team can use this account with password never expiring) . In brief either if we run the workflow from gallery using our personal or service account it fails anyway!

I wonder if there are any guidance in order to set up the SharePoint Input output files (we are using version 2.1.0) that will work in the server?

Also we have tried to connect the Sharepoint using the option "Provide Client ID secret and Tenant ID", assuming that this will mask any credential input, but again this mechanism redirect to the MS page to "Sign to your account" (similar to the option "Sign in via internet browser"). Do you know if this one is the expected behaviour?

Thanks in advance for any help/guidance doc you may share and help on solving this issue.

Luca

Server

Sharepoint

Accepted answers

gabrielvilella

Yes. You need to configure that as well.

All comments

gabrielvilella

Hi @lzanotti, please take a look at this post: https://community.alteryx.com/t5/Alteryx-Server-Discussions/Sharepoint-Files-Input-Tool-not-able-to-schedule/td-p/931276

Basically you need to change some registry settings and make sure you are using the second or third option to authenticate on the tool itself.

lzanotti

thanks for the response gabrielvilella, we will try to do that. Do you know if the following actions need also to be done? I have discovered just now and seems is something that need to configured in Azure.

https://help.alteryx.com/2021.4/DataSources/Sharepoint.htm

https://help.alteryx.com/2021.4/SharePointFilesInput.htm

https://help.alteryx.com/2021.4/SharePointFilesOutput.htm

gabrielvilella

Yes. You need to configure that as well.

lzanotti

thanks for all the info.
one think is still unclear: is the option 2 where we provide secret/client/tenant able to bypass the option of selecting the user? Because it still does even though when we deploy the Workflow into the Gallery/server using the service account this works perfectly.

We genuinly thought the option 2 would have worked in Designer by masking the fact you need to select an account.

If you know this or can redirect me it would be great as we can understand better the functionality of this tool

Thansk

Luca

lzanotti

thanks gabirelvilella, in the end it worked fine also in the server using Internet Browser and selecting the service account when publishing the workflow. I think the regedit on the machine was the missing bit indeed.
Many thanks

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